SafeKit quick installation guide in AWS (mirror.safe module for real-time replication and failover)

Overview of the solution

Installation on Windows or Linux

Configuration of the Amazon AWS load balancer

The load balancer must be configured if you want a virtual IP address.
And the load balancer must be configured to periodically send health packets to nodes.
For that, SafeKit provides a health check which runs inside the nodes and which

returns OK when the mirror module state is PRIM (green) or ALONE (green)
returns NOT FOUND in all other states

You must configure the Amazon AWS load balancer with:

HTTP protocol
port 9010, the SafeKit web server port
URL /var/modules/mirror/ready.txt (if mirror is the module name that you will deploy later)

For more information, see the configuration of the Amazon AWS load balancer.

Do not configure a virtual IP address at step 4 in the step by step configuration below. The virtual IP address is already set in the Amazon AWS load balancer. Setting a virtual IP at step 4 is useful for on-premise configuration only.

Configuration of the Amazon AWS network security

The network security must be configured to enable communications for the following protocols and ports:

UDP - 4800 for the safeadmin service (between SafeKit nodes)
UDP - 8888 for the module heartbeat (between SafeKit nodes)
TCP – 5600 for the module real time file replication (between SafeKit nodes)
TCP – 9010 for the load-balancer health check and for the SafeKit web console running in the http mode
TCP – 9001 to configure the https mode for the console
TCP – 9453 for the SafeKit web console running in https mode

Package installation on Windows

Download and install the free version of SafeKit on 2 Windows nodes.

Note: the free version includes all SafeKit features. At the end of the trial, you can activate permanent license keys without uninstalling the package.
Upon completing the package installation, select Set console credentials and firewall rules now and configure a password for the admin user of the SafeKit console.

Set the same password on all nodes.
Exclude from antivirus scans C:\safekit\ (the default installation directory) and all replicated folders that you are going to define.

Antiviruses may face detection challenges with SafeKit due to its close integration with the OS, virtual IP mechanisms, real-time replication and restart of critical services.

Package installation on Linux

Install the free version of SafeKit on 2 Linux nodes.

Note: the free trial includes all SafeKit features. At the end of the trial, you can activate permanent license keys without uninstalling the package.
After the download of safekit_xx.bin package, execute it to extract the rpm and the safekitinstall script and then execute the safekitinstall script
Answer yes to firewall automatic configuration
Set the password for the web console and the default user admin.

Set the same password on all nodes.

Step by step configuration

2. Configure node addresses

Enter the node IP addresses, press the Tab key to check connectivity and fill node names.
Then, click on Save and apply to save the configuration.

If either node1 or node2 has a red color, check connectivity of the browser to both nodes and check firewall on both nodes for troubleshooting.

If you want, you can add a new LAN for a second heartbeat and for a dedicated replication network.

If you click on Advanced configuration, the cluster.xml file is displayed. This file, automatically populated by the console, is the one that will be deployed on the nodes.

4. Configure the module

In Module startup at boot, choose an automatic start of the module at boot without delay.
In Macros / SERVICES, enter the service names of your application, in the startup order, separated by commas. See this screenshot for a visual example of Milestone XProtect services.
In Heartbeat networks, you should have a single heartbeat network on which the replication is made. If you have added a private LAN at step 2, then you can configure two heartbeats with the replication flow on the private LAN.
In Virtual IP addresses, enter a virtual IP address. A virtual IP address is a standard IP address in the same IP network (same subnet) as the IP addresses of both nodes.
Application clients must be configured with the virtual IP address (or the DNS name associated with the virtual IP address).
The virtual IP address is automatically switched in the event of a failure.
In Replicated directories, set the paths of directories to replicate. Check that they exist on both nodes and contain the application data.
Data and log replication are essential for a database.
You can create additional replicated directories as required.
See this screenshot for a visual example of Milestone XProtect SQL replication.
In Checkers, you will be able to configure checkers if needed, such as process monitoring, custom checkers, TCP, ping, or split-brain checkers.
For example, if a process name is displayed in Monitored processes/services, it will be monitored with a restart action in case of failure. Configuring a wrong process name will cause the module to stop right after its start.

If you click on Advanced configuration, the userconfig.xml file is displayed. This file, automatically populated by the console, is the one that will be deployed on the nodes along with the restart scripts.

5. Edit scripts (optional)

This step is optional and can be skipped in most cases, as the restart scripts are already pre-configured to restart services defined in the previous step.
So, click directly on Next step.
start_prim.ps1 starts all services in the order specified in the SERVICES list, while stop_prim.ps1 stops all services in the reverse order.
Additionally, start_prim.ps1 checks the startup of each service and stops the module if any service fails to start correctly.
During module configuration, the boot startup of services will automatically be set to ‘Manual’. This ensures that services do not start automatically upon system boot, but instead, they will be initiated only when the module itself is started.

9. Start the node with up-to-date data

If node 1 has the up-to-date replicated directories, select it and start it As primary.

When node 2 will be started, all data will be copied from node 1 to node 2.

If you make the wrong choice, you run the risk of synchronizing outdated data on both nodes.

It is also assumed that the Windows application is stopped on node 1 so that SafeKit installs the replication mechanisms and then starts the application in the start_prim script.

Use Start for subsequent starts: SafeKit retains the most up-to-date server. Starting As primary is a special start-up the first time or during exceptional operations.

10. Wait for the transition to ALONE (green)

Node 1 should reach the ALONE (green) state, which means that the virtual IP is set and that the start_prim script has been executed on node 1.

If ALONE (green) is not reached or if the application is not started, analyze why with the module log of node 1.

click the "log" icon of node1 to open the module log and look for error messages such as a checker detecting an error and stopping the module.
click on start_prim in the log: output messages of the script are displayed on the right and errors can be detected such as a service incorrectly started.

If the cluster is in WAIT (red) not uptodate, STOP (red) not uptodate state, stop the WAIT node and force its start as primary.

13. Testing

Stop the PRIM node by scrolling down its contextual menu and clicking Stop.
Verify that there is a failover on the SECOND node which should become ALONE (green).
And with Microsoft Management Console (MMC) on Windows or with command lines on Linux, check the failover of Windows services (stopped on node 1 in the stop_prim script and started on node 2 in the start_prim script).

If ALONE (green) is not reached on node2 or if the application is not started, analyze why with the module log of node 2.

click the "log" icon of node2 to open the module log and look for error messages such as a checker detecting an error and stopping the module.
click on start_prim in the log: output messages of the script are displayed on the right and errors can be detected such as a service incorrectly started.

If everything is okay, initiate a start on node1, which will resynchronize the replicated directories from node2.

If things go wrong, stop node2 and force the start as primary of node1, which will restart with its locally healthy data at the time of the stop.

Find more details, along with videos, in the SafeKit Online Training.