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Introduction

This article aims to provide all necessary information regarding the creation of a vserver host as well as vserver guests running ArchLinux. Tis will enable you to setup virtual servers that provide different services as if they were on different machines, with a very little overhead. You can get more information about virtual servers here.

Current status / Next steps

I've just started playing around with vserver and am finding the documentation regarding this project lacking. As such, the way I'm doing this below may not be optimal.

That being said, I'm thinking that the next step to make this more efficient would be to write the proper scripts to integrate pacman into util-vserver as has been done for apt, rpm, etc... The actual files may be found in /usr/lib/util-vserver.

Preparing the Host

To prepare the vserver host environment, you will need to install both a vserver patched kernel and the vserver utilities which are located in AUR. In the following steps, the instructions are provided using yaourt to fetch them automatically. This has the aded benefit of pulling down the required dependencies ( dietlibc and beecrypt ) automagically :

yaourt -S kernel26-vserver util-vserver

Paths of Interest

/etc/vservers : configuration root ( reference )

/etc/vservers/.defaults : configuration skeleton used when building new guests

/etc/vservers/.defaults/vdirbase : symlink to the folder containing vserver guests. This defaults to /vservers.

/etc/vservers/<guest name> : guest specific configurations

Preparing the Guests

Vserver will launch guests from subfolders of /etc/vservers/.defaults/vdirbase. As such, creating a new guest system is as simple as installing the required packages in a folder of the host. Furthermore, there's nothing stopping you ( and quite a few things encouraging you ) to mount filesystems to the subfolders of vdirbase and installing your guest in there.

If you plan on doing this often, I highly recommend that you write yourself a little batch script since most of these steps can be automated quite easily.

Preparing the guest installation media

NOTE : This is all heavily inspired from wiki:Install From Existing Linux and will therefore be quite brief when not mentioning Vserver specific steps.

Optional: Base variables to follow along with the steps

GuestName= # Name of the guest
GuestRoot=/etc/vservers/.defaults/vdirbase/$GuestName
GuestPackages= # Listing of packages to install via pacman
GuestDisk= # Installation target device
GuestNetDevice= # ex.: eth0, dummy0, etc...
GuestIP= # I think you get it
GuestContext= # Unique identifier for the guest, I go with the last part of the IP

Optional: Preparing the guest disk

Create a LVM Physical Volume, a Volume Group and a Logical Volume ( wiki:LVM )
Create a filesystem on the lvm volume
mkdir $GuestRoot
mount /dev/$GuestDisk $GuestRoot

Optional: Link the host and guest pacman cache

mkdir $GuestRoot/var/cache/pacman/pkg
mount -o bind /var/cache/pacman/pkg $GuestRoot/var/cache/pacman/pkg

Prepare Vserver

vserver $GuestName -m skeleton --context $GuestContext --interface $GuestNetDevice:$GuestIP --flags lock,virt_mem,virt_uptime,virt_cpu,virt_load,sched_hard,hide_netif --initstyle plain
(optional) cd /etc/vservers/$GuestName/interfaces
(optional) cp -r 0 1
(optional) echo 'lo' > dev
(optional) echo '127.0.0.$GuestContext' > ip

Prepare the guest's filesystem

Prepare guest filesystem for the pacman db
1. mkdir -p /newarch/var/lib/pacman

Install the base system

NOTE : To save some time, it's probably a good idea to create a text file containing all the packages to install and call it via "pacman -Sy `cat $GuestPackages` -r $GuestRoot" instead of the following :

pacman -Sy base -r $GuestRoot
Optional: If you want to chroot into the newly created guest so as to install new packages, it might be a good idea to mount a few filesystems required by some packages.
1. Bind /dev, /proc, /sys to the corresponding directories in $GuestRoot
Modify guest configuration files to enable a smoother boot process
1. Modify /etc/inittab by deleting all lines that create the consoles ( agetty )
2. Modify /etc/rc.shutdown by removing anything hardware/clock/mount related. This

includes most everything under Saving Random Seed'.

1. Modify /etc/rc.sysinit by anything hardware/clock/mount related.
2. Create /etc/init.d/rc
3. Modify /etc/syslog-ng.conf by removing file("/proc/kmsg")
4. Modify /etc/rc.conf by removing the networks Daemon.

Annexe : Configuration files modified

/etc/init.d/rc

if [ $1 -eq 3 ]; then
echo "entering runlevel 3:multi";
/etc/rc.multi
fi
if [ $1 -eq 6 ]; then
echo "entering runlevel 6:reboot";
/etc/rc.shutdown
fi
if [ $1 -eq 0 ]; then
echo "entering runlevel 0: shutdown";
/etc/rc.shutdown
fi
if [ $1 -eq 4 ]; then
echo "entering runlevel 4";
fi
if [ $1 -eq 5 ]; then
echo "entering runlevel 5";
fi
if [ $1 -eq 1 ]; then
echo "entering runlevel 1:single";
/etc/rc.single
fi
if [ $1 -eq 2 ]; then
echo "entering runlevel 2:multi";
/etc/rc.multi
fi

/etc/rc.sysinit

#!/bin/bash
#
# /etc/rc.sysinit
#

. /etc/rc.conf
. /etc/rc.d/functions

echo " "
printhl "Arch Linux\n"
printhl "${C_H2}http://www.archlinux.org"
printhl "Copyright 2002-2007 Judd Vinet"
printhl "Copyright 2007-2009 Aaron Griffin"
printhl "Distributed under the GNU General Public License (GPL)"
printsep


# start up our mini logger until syslog takes over
/sbin/minilogd

if [ -x /sbin/udevadm ]; then
	stat_busy "Starting UDev Daemon"
	/sbin/udevd --daemon
	stat_done
else
	# Static /dev, our last resort
	status "Using static /dev filesystem" true
fi

# Trigger udev uevents
if /bin/pidof -o %PPID /sbin/udevd >/dev/null; then
  stat_busy "Triggering UDev uevents"
  /sbin/udevadm trigger
  stat_done
fi
  NETFS="nonfs,nonfs4,nosmbfs,nocifs,nocodafs,noncpfs,nosysfs,noshfs,nofuse,nofuseblk,noglusterfs"

stat_busy "Mounting Local Filesystems"
/bin/rm -f /etc/mtab*
# Write /proc, /sys and /dev to /etc/mtab
if [ -e /proc/mounts ]; then
	/bin/grep -e "rootfs" -e "/proc " -e "/sys " -e "/dev " /proc/mounts >>    /etc/mtab
fi
stat_done
 
stat_busy "Configuring System Clock"
if [ ! -f /var/lib/hwclock/adjtime ]; then
	echo "0.0 0 0.0" > /var/lib/hwclock/adjtime
fi
if [ "$TIMEZONE" != "" -a -e "/usr/share/zoneinfo/$TIMEZONE" ]; then
	/bin/rm -f /etc/localtime
	/bin/cp "/usr/share/zoneinfo/$TIMEZONE" /etc/localtime
fi

if [ -n "$HWCLOCK_PARAMS" ]; then
	/sbin/hwclock --adjust #Adjust for system drift
	/sbin/hwclock $HWCLOCK_PARAMS
fi
stat_done

RANDOM_SEED=/var/lib/misc/random-seed
if [ -f $RANDOM_SEED ]; then
	stat_busy "Initializing Random Seed"
	/bin/cat $RANDOM_SEED > /dev/urandom
	stat_done
fi

stat_busy "Removing Leftover Files"
/bin/rm -f /etc/nologin &>/dev/null
/bin/rm -f /etc/shutdownpid &>/dev/null
/bin/rm -f /var/lock/* &>/dev/null
/bin/rm -rf /tmp/* /tmp/.* &>/dev/null
/bin/rm -f /forcefsck &>/dev/null
(cd /var/run && /usr/bin/find . ! -type d -exec /bin/rm -f -- {} \; )
: > /var/run/utmp
/bin/chmod 0664 /var/run/utmp
# Keep {x,k,g}dm happy with xorg
/bin/mkdir /tmp/.ICE-unix && /bin/chmod 1777 /tmp/.ICE-unix
/bin/mkdir /tmp/.X11-unix && /bin/chmod 1777 /tmp/.X11-unix
stat_done

#status "Updating Shared Library Links" /sbin/ldconfig

if [ "$HOSTNAME" != "" ]; then
	status "Setting Hostname: $HOSTNAME" /bin/hostname $HOSTNAME
fi

# Set the NIS domain name, if necessary
[ -f /etc/conf.d/nisdomainname ] && . /etc/conf.d/nisdomainname
if [ "$NISDOMAINNAME" != "" ]; then
	status "Setting NIS Domain Name: $NISDOMAINNAME" /bin/nisdomainname  $NISDOMAINNAME
fi

status "Updating Module Dependencies" /sbin/depmod -A

# Flush old locale settings
: >/etc/profile.d/locale.sh
/bin/chmod 755 /etc/profile.d/locale.sh
# Set user defined locale
[ -z "$LOCALE" ] && LOCALE="en_US"
stat_busy "Setting Locale: $LOCALE"
echo "export LANG=$LOCALE" >>/etc/profile.d/locale.sh
stat_done

# Adding persistent network/cdrom generated rules
if [ -f "/dev/.udev/tmp-rules--70-persistent-cd.rules" ]; then
	stat_busy "Adding persistent cdrom udev rules"
	/bin/cat /dev/.udev/tmp-rules--70-persistent-cd.rules >> /etc/udev/rules.d/70-persistent-cd.rules
	stat_done
fi
if [ -f "/dev/.udev/tmp-rules--70-persistent-net.rules" ]; then
	stat_busy "Adding persistent network udev rules"
	/bin/cat /dev/.udev/tmp-rules--70-persistent-net.rules >> /etc/udev/rules.d /70-persistent-net.rules
	stat_done
fi

/bin/dmesg >| /var/log/dmesg.log

# End of file
# vim: set ts=2 noet:

/etc/rc.shutdown

#!/bin/bash
#
# /etc/rc.shutdown
#

. /etc/rc.conf
. /etc/rc.d/functions

# avoid staircase effect
/bin/stty onlcr

echo " "
printhl "Initiating Shutdown..."
echo " "

# avoid NIS hanging syslog-ng on shutdown by unsetting the domainname
if [ -x /bin/domainname ]; then
	/bin/domainname ""
fi

if [ -x /etc/rc.local.shutdown ]; then
	/etc/rc.local.shutdown
fi

if [ "$PREVLEVEL" = "3" -o "$PREVLEVEL" = "5" ]; then
	# Find daemons NOT in the DAEMONS array. Shut these down first
	if [ -d /var/run/daemons ]; then
		for daemon in $(/bin/ls -1t /var/run/daemons); do
		  if ! in_array $daemon ${DAEMONS[@]}; then
				stop_daemon $daemon
		  fi
		done
	fi
	# Shutdown daemons in reverse order
	let i=${#DAEMONS[@]}-1
	while [ $i -ge 0 ]; do
		if [ "${DAEMONS[$i]:0:1}" != '!' ]; then
			ck_daemon ${DAEMONS[$i]#@} || stop_daemon ${DAEMONS[$i]#@}
		fi
        let i=i-1
    done
fi

# Terminate all processes
stat_busy "Sending SIGTERM To Processes"
/sbin/killall5 -15 &> /dev/null
/bin/sleep 5
stat_done

stat_busy "Sending SIGKILL To Processes"
/sbin/killall5 -9 &> /dev/null
/bin/sleep 1
stat_done

# Write to wtmp file before unmounting
/sbin/halt -w

# Power off or reboot
if [ "$RUNLEVEL" = "0" ]; then
	printsep
    printhl "${C_H2}POWER OFF"
	/sbin/poweroff -d -f -h -i
else
	printsep
	printhl "${C_H2}REBOOTING"
	# if kexec is installed and a kernel is loaded, use it
	[ -x /sbin/kexec ] && /sbin/kexec -e > /dev/null 2>&1
	/sbin/reboot -d -f -i
fi

# End of file
# vim: set ts=2 sw=2 noet:

Troubleshooting

Viewing output from vserver $GuestName start / stop

NOTE : For me, this only worked in the actual consoles, not in X.

Make sure that the device /dev/console exists in the guest
1. If it does not, cp -a /dev/console $GuestRoot/dev/

SSH will not start

I noticed that /dev/null did not always get created properly in my first experimentations. Therefore I did a quick :

cp -a /dev/null $GuestRoot/dev
cp -a /dev/zero $GuestRoot/dev

Furthermore, if you're not using the dummy network driver and are attaching to the host's network interface, you'll want to configure the ListenAddress statement of /etc/ssh/sshd_config so that it binds only to the guest's IP address as opposed to 127.0.0.1.

Tips & Trick

Network via dummy adapters

Here, you're either using the dummy module to create virtual network adapters or created interface aliases via /usr/sbin/ip or /usr/sbin/ifconfig. I went for the former and configured the host as such :

/etc/sysctl.conf : net.ipv4.ip_forward=1

Modify or add that statement to enable routing on the host

/etc/rc.local

modprobe dummy numdummies=$NumberOfGuests

ip link set dev dummy$GuestContext name $GuestName

This provides me with dummy interfaces that I can route / firewall that are all named the same as my guests... yay.

More Resources

Problematic Programs
Make BSD style init SYSV compatible
Vserver tutorial
linux-vserver.org's Installation on ArchLinux
linux-verserver.org's networking tutorial

Arch VServer