CDSW Installation On Cloud

This project is derived from the extensive and simply awesome work done by TobyHFerguson. Toby wrote an extensive document on how to install CDSW early on. The document is quite technical and provides extensive coverage into how CDSW is to be installed on various cloud platforms. I hope to be able to contribute to that and perhaps simplify certain steps esp. for people who are new to CDSW, and also highlight a few gotchas that I encountered in the process.

The aim of this following document is to simply the creation and deployment of the CDSW cluster (including kerberos) on Cloud Platforms (AWS, Azure and GCP) using Cloudera Director.

The approach for deployment remains largely the same so with minor changes, you would have flexibility to change and deploy CDSW on any of the Cloud platforms. **Note for this document, I've current done extensive testing with AWS. I will update the Azure and GCP segment and configuration in the coming weeks as well.

The total duration of the build would be around an hour end-to-end and I have made some edits in the scripts to automate certain steps which were previously manual.

Pre-Requisities

Needless to say, before you start you must have access to respective cloud platform with adequate credits to deploy CDSW/CDH Cluster. At the very minimum, we will deploy (1MN+3DN+1CDSWMN+1CDSWDN) nodes of various shapes, so this may need adequate credits based on the shape that you use.

Our basic workflow would be as follows:

Deploy a single EC2 instance and configure Diretor 2.8 (This is the current tested release. Going forward, I will update this document to include Altus Director v6.1)
Download this github repo on to your local system
Update the required configuration settings, property files. that reflect your enviroment
Add the necessary SECRET and ssh key files
Upload all the necessary configuration files needed for Director to create a deployment (All the files in this github repo)
Execute the Bootstrap from Director
Test and Validate

Other Tools

Putty/Terminal for ssh
Textedit or Textwrangler for editing property files

Instance Shapes / Cost

For the deployment, I would be using the following shapes in AWS (USD):

Director ( 4CPU, 16 GB RAM) - m4.xlarge (.2340/hr)
Cloudera Manager ( 16CPU, 30GB RAM) - c4.4xlarge (.9970/hr)
CDH Master ( 8CPU, 15 GB RAM) - c4.2xlarge (.9970/hr)
CDH Workers ( 16CPU, 30 GB RAM) - c4.4xlarge (.4980/hr)
CDSW Master ( 16CPU, 30 GB RAM) - c4.4xlarge (.9970/hr)
CDSW Worker ( 16CPU, 30 GB RAM) - c4.4xlarge (.9970/hr) OR
CDSW Worker ( 36CPU, 60 GB RAM) - c4.8xlarge (1.9930/hr)

There are also additional costs for the EBS volumes that are attached to the CDSW Master and Worker Instances. EBS Volumes can sometimes cost more than the instances themselves, so do be mindful when you start/terminate these

As a sample, it would cost USD 368 to have the above combo running for a day.

Option 1

Option 2

If you are looking for a lot of people in the workshop, then you may wish to either deploy multiple clusters or increase the capacity of the instances. The pricing increases accordingly. For example, swapping out the CDSW workers to the higher (c4.8xlarge) instances costs USD 445, as follows:

For all instances, I will be using the following AMI - ami-78485818 All instances will be launched in the region : us-west-1 which is also the cheapest option based on instance cost.

Step 1: Director Step

For this segment, to demonstrate, I will leverage AWS to deploy this cluster. Let's provision an instance, and deploy director. For director setup, you can simply execute the script install_director.sh. This does not require any changes/edits and will deploy Director. I've added a few screenshots below to highlight some of the crucial steps.

Goto the EC2 screen and launch an instance in the us-west-1 region for the ami-78485818.

At the very minimum, select the m4.xlarge shape (4CPU, 16 GB RAM) instance.

In this screen, select the VPC that you may have created before to launch this instance. If you don't have a VPC yet, then you can create one at this stage.

Increase the size of the disk from 8 GB to 40 GB and select the 'Delete on Termination' Flag. This will ensure that any volumes attached to this instances are also deleted when this instance is terminated.

Configure any tags that you may want to assign to your instance. These are quite handy esp. if you are using a shared environment where multiple instances are being run by other users and if you want to filter the ones that you have quickly.

In this screen, you need to setup the security groups and open the necessary ports. AWS instances would not allow inbound access to to the specific ports required if access is not explictly enabled.

The ports that need to be opened are as follows:

22 - SSH
80 - CDSW
7180 - Cloudera Manager
7189 - Cloudera Director

Finally, review and launch your instance. Note the warning that credits (paid) would be consumed in your account for the duration this instance runs.

The last step is to select a key pair (if one exists in your account). You can also create a key pair and assign it to your instance in this screen. Please do remember to download the key paid once you have created it. This is the time when you would be able to download the key pair after creating it. This private key would be required for you to ssh into your vm instance.

Configuration Files & Project Structure

There are a number of configuration files that are required and needed for this setup:

	/
	-->common.conf
	-->aws.conf
	-->install_director.sh
	-->install_mit_kdc.sh
	-->install_mit_client.sh
	/aws
	-->aws.conf
	-->cluster.configs.HDFS.core_site_safety_valve.conf
	-->instances.conf
	-->kerberos.properties
	-->provider.conf
	-->provider.properties
	-->ssh.properties
	-->SECRET.properties
	-->**public key**
	-->**private key**
	/scripts
	-->cdsw_postcreate.sh
	-->cdswmaster-bootstrap-script.sh
	-->clean-yum-cache.sh
	-->java8-bootstrap-script.sh
	-->jdk_security.sh
	-->kerberos_client.sh
	-->ntpd.sh
	-->users.sh

We will first go through all the configuration files in brief, and make the changes that are required for the setup. The current script has all the defaults pre-setup and doesn't require any changes, unless specifically required.

common.conf

This is an imporant configuration file and might require a few changes. This configuration file captures the following:

Cluster Name
ssh credentials (used for accessing other nodes by Cloudera Manager)
Cloudera Manager Configuration (including for Kereberization)
Parcel Locations for CDSW, Spark2 On Yarn, Cloudera Manager, CDH, Anaconda
Roles that will be installed on CDH (HDFS, YARN, CDSW, SPARK2_ON_YARN, HIVE, OOZIE, IMPALA & HUE)
Parameterized Variables for # of instances and instance types that will be setup for CDH Master & Worker, CDSW Master and Worker Nodes
Location of post create/bootstrap scripts that need to be executed

Since this file has been largely parameterized, there are not many changes required here, unless you need to change the version of CDH, or if you get any errors on parcel locations or a specific version not be found

Update 14th Jan, 2019 There were some errors that I encountererd with Anaconda 5.0.1 not being available so I have made changes so that it now looks for 5.1.0.1

The following version are installed: CDH: 5-14 SPARK: 2.2.0.cloudera2 Anaconda: 5.0.1 CDSW: 1.4.0.p1.431664

Update 16 Jan, 2019 I have updated this to reflect the new parcel location for Anaconda. Per our documentation, Cloudera Data Science only supports Anaconda 5.0.1, which ships Python 2.7. Newer version of Anconda do not ship Python 2.

aws.conf

This file just has links for the main conf files in the /aws folder. No changes required

/aws/aws.conf

Serves as an include file. No Changes Required

/aws/cluster.configs.HDFS.core_site_safety_valve.conf

A few standard configuration setting on block size etc. No changes required

/aws/instances.conf

This file has the instance configuration options for CDH Master & Worker Nodes, CDSW Master & Worker Nodes.

All the settings have been parameterized, so you can configure them from provider.properties. This file configures the intance type, instance name for CDH and additional properties such as rootVolumeSize, ebsVolumes for cdsw master and workers. For the most bit, you wouldn't need to tinker with this file much.

/aws/kerberos.properties

This is an important file, and relevant ONLY IF you are kerberizing your cluster. If you don't want kerberization, simply remove this file from your folder before you upload the diretory to the director instance. If you are looking to bring up a test cluster with CDSW, no changes required.

SECURITY_REALM: HADOOPSECURITY.LOCAL

Users: cm/admin@HADOOPSECURITY.LOCAL cdsw@HADOOPSECURITY.LOCAL

KDC_HOST_IP: 0.0.0.0

Do note that it's the ip address that you should use here because of a CDSW/Kubernetes defect: DSE-1796

/aws/provider.conf

Sets up aws properties in variables (accessKeyId etc.) No changes required

/aws/provider.properties

This is an important file as various defaults are configured in this file. The important ones being as follows. REMEMBER TO UPDATE the accesskeyid and other fields before you deploy.

	AMI_ID=ami-78485818
	AWS_ACCESS_KEY_ID=##Your AWS Key##
	AWS_REGION=us-west-1
	OWNER=rajat
	SECURITY_GROUP_ID=##Your Security Group ID##
	SUBNET_ID=##Your subnet ID##
	CDHMASTER_INSTANCE=c4.2xlarge
	CDHWORKER_INSTANCE=c4.4xlarge
	CDHWORKER_NODECOUNT=3
	CDSWWORKER_INSTANCE=c4.4xlarge
	CDSWMASTER_INSTANCE=c4.4xlarge
	CDSWWORKER_NODECOUNT=2
	YARN_RAM=4096
	YARN_VCORES=2
	NAME_PREFIX=rajat

Make sure you provide adequate nodes for CDH and CDSW workers as well as the appropriate shape for the instances. I typically assign larger shapes to CDSW Master and Workers (c4.8xlarge) for workshops.

SECRET.properties

You need to create this file in the same folder. For some reason, Github does not let me upload this file, perhaps due to the name. This file would have only one field. Be mindful if you maintain your files on github; This file being shared publicly (and AWS ACCESS KEY) may give others access to your aws account.

	AWS_SECRET_ACCESS_KEY=##Your AWS Key##

/aws/ssh.properties

This file just has the default ssh username. In our case, that is centos.You would also need to update the field:

	SSH_PRIVATEKEY=aws/cdsw-admin

Before you upload the zip file (having all properties files, scripts as mentioned in the steps below), please ensure that your public key and private key files are available in the /aws folder.

Your /aws folder should have the following files:

Public and Private Keys

When you launched the Director instance in the above steps, there was a step to download the .pem file.

Make sure that you have the name of the file properly referenced in the property file above (ssh.properties). The private key needs to be in the /aws folder as well.

For the public key, we need to connect to the instance and download the file. Let's open an ssh session to the terminal. Before this, make sure that you have changed the permission on the .pem file. In my case, the name of my private key attached to the instance is cdsw-demo.pem:

sudo chmod 600 cdsw-demo.pem

Open the session and locate the public key. It would be in the folder ~/.ssh:

ssh -i cdsw-demo.pem centos@54.183.236.130
cd ~/.ssh
ls 
authorized_keys

Run cat to copy the contents and save on your local machine as cdsw-demo.pub

cat authorized_keys 
ssh-rsa AAAAB3NzaC1yc2EAAAADAQABAAABAQClbj5MLoHGkDo2vmRsWbyCpxYb1i4L3e9Zj
YufG2CLYSm0duMRs5OeCQdiNOmSkMPY7S79lMgijUDtwb/98buRMWuI6F9qFTk5ij7HJY70mI9jJcZfCoUQGJ79ktmVc4AcliUjXql4ig5KuAfchJlNxGX
+43+KI4KTLHjXK46uwyOagGZCs/a3cv6Q3cHob1cKShCS4EB*******************************************

Last Checks / Tips

Once you have downloaded the public and private keys, I would recommend copying them to your local ~/.ssh folder so that you are able to do a password-less sudo to the AWS instance.

As a practice, I keep both my public and private keys in this folder. You may also want to update the config file and add the entry to your director instance, to make it easier to connect.

The entry would look like:

host aws-demo-director
	hostname ec2-13-57-227-102.us-west-1.compute.amazonaws.com
	user centos
	identityFile ~/.ssh/cdsw-demo

After this, you can simply connect by:

ssh centos@aws-demo-director

Make sure the .sh file have execute permissions, before you zip and upload to the instance.

sudo chmod 777 install_*.sh

Now we are ready to upload all folder with all the necessary config files and scripts to the Director instance.

In my case, all my files are in the cdsw-demo directory. The following commands with create a tar file of contents of the folder, upload it to the director instance and unzip it into the /home/centos/ folder.

cd cdsw-demo
T=/tmp/cdsw.tar
tar cf $T . && scp $T aws-demo-director:$T && ssh aws-demo-director tar xf $T

Director Installation

Now we can start the Director installation by executing the install_director.sh script.

$./install-director.sh

It would download and setup director. Once everything is complete, you would see the following (<15 mins):

We can validate whether Director is successfully installed. Copy the public IP from AWS EC2 console. Director is accessible on port 7189. If you have issues accesing this, check if you have configured your security group properly and that inbound port 7189 is open.

You should be able to see the following screen:

For the purpose of this setup, we actually don't need to access Director through the console, but we will click "Accept the Terms and Conditions" and just goto the next screen.

Tip There are times where I have noticed that on accessing the web console for Director tends to mess up my director bootstrap option. Also, if for any reason, the bootstrap fails mid way, then I would suggest re-doing the installation for Director. I've usually found that to be a quicker option, than to debug.

KDC Installation:

With Director up and running, let's setup KDC on this instance as well. We would re-using the director instance for this, hence the Director instance needs to be operational the entire time, even after the cluster has been brought up.

The script to install KDC, should also be available in the /home/centos folder. Execute the ./install_mit_kdc.sh. Since this needs root access, so execute as follows:

sudo ./install_mit_kdc.sh

The installation should be quick, and once installed you should see two principal accounts created.

To test, you can setup the kdc client and test that the cdsw principal through the client. The client can be set by executing the following:

sudo ./install_mit_client.sh $(hostname -I)

Once the installation is complete, we can test the prinicpal cdsw@HADOOPSECURITY.LOCAL [Password: Cloudera1] by executing the following. If there are any errors, it will report on the screen. No response means that the validation of the principal and password is successful.

kinit cdsw@HADOOPSECURITY.LOCAL

The last step now is to change the KDC_HOST_IP variable in the ./aws/kerberos.properties file. You can identify the internal ip of the KDC Host by:

$hostname -I
10.0.108.0

Copy and replace this in the kerberos.properties. After this step, the only thing left to do is to run the director bootstrap.

Director Bootstrap

The director bootstrap needs to be executed in /home/centos/ and NOT in the /aws folder where all the configuration files are.

cloudera-director bootstrap-remote aws.conf --lp.remote.username=admin --lp.remote.password=admin

The installation will begin, and you would see something like this:

Once the process is complete (and hopefully no errors), you would see the confirmation Cluster Ready

Cloudera Manager

Once the cluster is ready, it will take sometime for all the services to start up, especially for CDSW. (In my case, takes 15mins +).

The ip for Cloudera Manager would be available from the AWS console. Looking at the console, you will see all the instances started up. I usually follow a naming convention to make these easier to track. This can also be configured from the provider.properties file as well.

The Cloudera Manager instance will begin with cm-cdh-5-14.... Copy the ip and access the Cloudera Manager console at:

http://xx.xx.xx.xx:7180

We can see that all services are up and started.

Accessing Data Science Workbench

CDSW uses the Nip.io trick to access the Data Science Console. NIP.io is a public bind server that uses the FQDN given to return an address. A simple explanation is if you have your kdc at IP address 10.3.4.6, say, then you can refer to it as kdc.10.3.4.6.nip.io and this name will be resolved to 10.3.4.6 (indeed, foo.10.3.4.6.nip.io will likewise resolve to the same actual IP address).

This technique is used in two places: + In the director conf file to specify the IP address of the KDC - instead of messing around with bind or /etc/hosts in a bootstrap script etc. simply set the KDC_HOST to kdc.A.B.C.D.xip.io (choosing appropriate values for A, B, C & D as per your setup) + When the cluster is built you will access the CDSW at the public IP address of the CDSW instance. Lets assume that that address is C.D.S.W (appropriate, some might say) - then the URL to access that instance would be http://ec2.C.D.S.W.xip.io

This is great for hacking around with ephemeral devices such as VMs and Cloud images!

To find the ip for your CDSW instance, simply access the configration settings for CDSW in Cloudera Manager and look for the property Cloudera Data Science Workbench Domain

Alternatively, this would be the public ip of your CDSW Master instance. Simply append cdsw before the ip and nip.io at the end, so the CDSW url would be http://cdsw.xx.xx.xx.xx.nip.io

CDSW Console should be available at this point.

Important: There are no users created for CDSW at this point. The first user to register will become the CDSW admin.

Let's click the Sign Up for a New Account on the login page and create a test user: rajat and password as: Cloudera1

The email id needs to be correct but is not used (Email server not setup).

We can now login, and access the admin console.

Detailed admin options are available for the test user: rajat

CDSW Workshop Setup

At this point, we have a 5-14 CDH Kerberized Cluster with CDSW configured. To conduct a workshop on CDSW, you may have setup the following:

User accounts for CDSW
Engine Profiles
Sample Content for testing Python, R & Scala
User Accounts: An easy option could be to ask the users to register during the workshop, but this sometimes could be a messy option since users could choose their on id and also difficult to control access. The number 1 issue that I have experienced during CDSW workshops is too many people trying to register, access and create containers at the same time. Hence, a better idea might be to pre-create a few user ids in advance : cdsw01....cdsw10.
Engine Profiles: By default, CDSW comes with one Base Image (Default v5), engine profile (1vCPU,2 GB RAM). I would recommend adding the following:
- 1vCPU, 4 GB RAM
- 2vCPU, 2 GB RAM
- 2vCPU, 4 GB RAM

Sample Content for testing Python, R & Scala: The easiest option is to have participants create project using a template and use that to run their first project. In addition to this, there is sample scripts available at http://github.com/rajatrakesh/cdsw-demo-short (Thanks to Toby Ferguson, from whom I have forked this).

CDSW Workshop

WIP - I am in the process of creating a simple workshop script that I will upload here (coming soon). This will cover:

Basic Project Setup
HDFS Access
Python, R & Scala Samples
Sample Visualizations
Example for Shiny
Scheduling Jobs
How to build a sample model
How to build a sample experiment
Some advanced examples (Tensorflow etc.)

If you have any suggestions, or feedback on this tutorial or any in general, please do feel free to reach out to me at rajat@cloudera.com I hope this was useful for you.

rajatrakesh/cdsw_install

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