ALIX to APU Conversion
October 2014 Hangout
Jim Pingle
What will be covered?
● Project Notes
● Notes about the ALIX
● Notes about the APU
● Assumptions
● Configuration Differences
● Pre-conversion tasks
● Common restore pitfalls
● Restoring configuration
● Deploying the new unit
Project Notes
● 2.2-BETA Progressing
– XXHASH for pf speed improvements
https://blog.pfsense.org/?p=1473
● POODLE / SSLv3
– Fix is already in the repository for 2.2, not certain yet if
there will be a 2.1.6
– Only affects lighttpd in base, sslv3 can be disabled with
a patch if needed, howto posted on forum
https://forum.pfsense.org/index.php?topic=82914.msg453869#msg453869
– Packages like HAproxy can disable in configuration
ALIX Notes
● ALIX board was good for its time, but will be
EOL in 2015
● Passed EOUL (End of Useful Life) a while ago
● 256MB RAM is inadequate for many tasks
● Home Internet connection speeds much higher
● Multiple VPNs can easily run it out of RAM
● Few packages can work on it effectively
APU Notes
● Similar form factor to ALIX
– Needs new case, different standoff height
– Passive cooling, case is used as a heat sink
– New PSU required, needs more power
● VK-T40E from pfSense Store
● APU2/APU4 from Netgate
● 2GB or 4GB RAM
● AMD CPU similar to Atom
● SD card (NanoBSD) or mSATA (Full Install)
● 3x Realtek RTL8111E Gigabit Ports
– Issues with forcing speed/duplex being investigated
Assumptions
● APU already has an installed and working OS
– If the device was purchased from pfSense/Netgate, it
is already OK
– If purchased elsewhere, check the forum for OS
installation procedures
● Target unit (APU) is running the most recent
firmware image available, currently pfSense 2.1.5
● Serial port (Hardwired or USB) and Null Modem
cable are available
Configuration Differences
● ALIX/m1n1wall and APU/VK-T40E interface order is reversed:
– External labeling is the same
– ALIX ports, left to right are: vr2 (opt1), vr1 (wan), vr0 (lan)
– APU ports, left to right are: re0 (opt1), re1 (wan), re2 (lan)
– Blame PC Engines for that :-)
● Serial Console Speeds
– ALIX/m1n1wall from Netgate/pfSense – 38400
– APU/VK-T40E from Netgate/pfSense – 115200
– Vanilla pfSense install 2.1.x and earlier – 9600
● Cryptographic Accelerator Setting
– ALIX has glxsb onboard, might have a Hifn card, APU has none
Pre-conversion tasks
● Adjust serial setting on ALIX to 115200 from System > Advanced,
Reboot and test
● For a much smoother transition, note all packages and remove them.
Reinstall after. (Optional, but highly recommended)
● Deselect any cryptographic accelerator chosen on System > Advanced,
Miscellaneous tab
● Take a new backup from the ALIX – Diagnostics > Backup/Restore
– Though it is possible to backup the RRD files and restore them, to make the
transition easier, do not include them in the backup
● If the APU is running a newer firmware than the old unit
– Review the Upgrade Guide for potential issues –
https://doc.pfsense.org/index.php/Upgrade_Guide
– Review the release notes for the new version & all between
Reset APU
● Use GUI (Diagnostics > Factory Reset), SSH or Serial console option 4
● Use front panel reset button If purchased from Netgate/pfSense store
assembled and imaged (NanoBSD/SD only)
– Remove power
● It is preferable to remove power at wall/outlet, not barrel connector. This reduces chances of
arc/spark (PC Engines warning)
– Insert paper clip or similar into reset button hole on the front, feel it depress
– Keep button depressed while restoring power
– Continue holding the button for 30-90 seconds, until tones are heard
● A normal boot has rising beeps: 1-2-3-4-5
●
When the reset occurs, the tones descend then rise: 5-4-3-2-1 / 1-2-3-4-5
– Release the reset button
– Unplug the device and plug it back in
● Video demonstration of the reset procedure will be available when the
hangout is posted to download
Common Restore Pitfalls
● Mismatched interfaces
– VLANs, Wireless, OpenVPN, GIF, GRE, PPP
● Serial console settings
– If the speed was manually set, it is retained in config.xml (e.g. 115200, 38400,
9600)
– Ensure config.xml has <enableserial/> tag if using mSATA, NanoBSD+VGA image
and/or loading manually
● Packages reinstalled during restore
– If there is no Internet connection at reboot post-restore, packages will not be
reinstalled and they must be reinstalled manually
● Do NOT plug the WAN of the APU into the LAN of the ALIX, especially if
the LAN of the ALIX is still 192.168.1.x
– If the same subnet exists on the LAN and WAN of the APU, the GUI will become
unreachable, among other ill effects
Restoring configuration
● If only normal physical interfaces are assigned, restoring via the
GUI directly is easiest
– Diagnostics > Backup/Restore
– Select and restore the backup file
– Select new interface assignments
– Click SAVE
●
Once Save has been pressed, the system will apply the new interface settings
● The local client IP may need adjusted to reach the firewall again
● If contact is lost with the firewall, power cycle the unit
● If Apply Changes is clicked, the new assignments will not be retained and the
device will reboot with incorrect interfaces which must be corrected via the console
– The device will reboot with the new configuration
– Monitor reboot via serial console if possible
Restoring configuration
Before – Interface assignments on ALIX
After – Interface assignments on APU
Restoring configuration (Edits)
● If there are many virtual interface types assigned,
it is often easier to edit the config.xml in a text
editor first to fix the interfaces
– An advanced/programming editor is best (Notepad++,
UltraEdit, Kate, vi/emacs, etc.)
– Search for the old interfaces (vr0, vr1, vr2) and replace
by the new interfaces (re2, re1, re0) but do not auto-
replace. Visually inspect all matches to ensure they
refer to actual interface references!
– After editing, save, and restore as before
Restoring configuration (Edits)
Example of VLAN and PPP tags inside config.xml that could contain physical
interface names to be changed.
Pre-Deployment
● Boot the APU after restore and inspect the configuration.
Ensure everything looks OK
– Confirm issues noted in the upgrade guide have been handled if they
apply
– Check any assigned virtual interfaces (VLANs, OpenVPN, etc)
● If external connectivity is available, ensure packages have
reinstalled properly, have the correct configurations, and so on
● Verify RRD graphs are functional (Status > RRD Graphs)
– If not, reset RRD Data from the Settings tab
● Select the “amdtemp” thermal sensor under System >
Advanced on the Miscellaneous tab
Deployment
● Remove the ALIX and replace with the APU!
● Most common problem will be ARP issues due to the MAC changes
– Avoid spoofing MAC addresses if possible
– Power off cable modems and power back on
– Check managed switches/routers, etc
– May need to reboot some gear/workstations, but generally not required
● Check gateway status, should show online
● Check LAN-side connectivity to the Internet
● If the configuration contained packages, ensure they are all present under System >
Packages
– If they are missing, reinstall them now
– Some packages like squid or snort may require an update for rules/lists
● Test port forwards and other remaining services
● Salt to taste and enjoy!

Alix to APU Conversion - pfSense Hangout October 2014

  • 1.
    ALIX to APUConversion October 2014 Hangout Jim Pingle
  • 2.
    What will becovered? ● Project Notes ● Notes about the ALIX ● Notes about the APU ● Assumptions ● Configuration Differences ● Pre-conversion tasks ● Common restore pitfalls ● Restoring configuration ● Deploying the new unit
  • 3.
    Project Notes ● 2.2-BETAProgressing – XXHASH for pf speed improvements https://blog.pfsense.org/?p=1473 ● POODLE / SSLv3 – Fix is already in the repository for 2.2, not certain yet if there will be a 2.1.6 – Only affects lighttpd in base, sslv3 can be disabled with a patch if needed, howto posted on forum https://forum.pfsense.org/index.php?topic=82914.msg453869#msg453869 – Packages like HAproxy can disable in configuration
  • 4.
    ALIX Notes ● ALIXboard was good for its time, but will be EOL in 2015 ● Passed EOUL (End of Useful Life) a while ago ● 256MB RAM is inadequate for many tasks ● Home Internet connection speeds much higher ● Multiple VPNs can easily run it out of RAM ● Few packages can work on it effectively
  • 5.
    APU Notes ● Similarform factor to ALIX – Needs new case, different standoff height – Passive cooling, case is used as a heat sink – New PSU required, needs more power ● VK-T40E from pfSense Store ● APU2/APU4 from Netgate ● 2GB or 4GB RAM ● AMD CPU similar to Atom ● SD card (NanoBSD) or mSATA (Full Install) ● 3x Realtek RTL8111E Gigabit Ports – Issues with forcing speed/duplex being investigated
  • 6.
    Assumptions ● APU alreadyhas an installed and working OS – If the device was purchased from pfSense/Netgate, it is already OK – If purchased elsewhere, check the forum for OS installation procedures ● Target unit (APU) is running the most recent firmware image available, currently pfSense 2.1.5 ● Serial port (Hardwired or USB) and Null Modem cable are available
  • 7.
    Configuration Differences ● ALIX/m1n1walland APU/VK-T40E interface order is reversed: – External labeling is the same – ALIX ports, left to right are: vr2 (opt1), vr1 (wan), vr0 (lan) – APU ports, left to right are: re0 (opt1), re1 (wan), re2 (lan) – Blame PC Engines for that :-) ● Serial Console Speeds – ALIX/m1n1wall from Netgate/pfSense – 38400 – APU/VK-T40E from Netgate/pfSense – 115200 – Vanilla pfSense install 2.1.x and earlier – 9600 ● Cryptographic Accelerator Setting – ALIX has glxsb onboard, might have a Hifn card, APU has none
  • 8.
    Pre-conversion tasks ● Adjustserial setting on ALIX to 115200 from System > Advanced, Reboot and test ● For a much smoother transition, note all packages and remove them. Reinstall after. (Optional, but highly recommended) ● Deselect any cryptographic accelerator chosen on System > Advanced, Miscellaneous tab ● Take a new backup from the ALIX – Diagnostics > Backup/Restore – Though it is possible to backup the RRD files and restore them, to make the transition easier, do not include them in the backup ● If the APU is running a newer firmware than the old unit – Review the Upgrade Guide for potential issues – https://doc.pfsense.org/index.php/Upgrade_Guide – Review the release notes for the new version & all between
  • 9.
    Reset APU ● UseGUI (Diagnostics > Factory Reset), SSH or Serial console option 4 ● Use front panel reset button If purchased from Netgate/pfSense store assembled and imaged (NanoBSD/SD only) – Remove power ● It is preferable to remove power at wall/outlet, not barrel connector. This reduces chances of arc/spark (PC Engines warning) – Insert paper clip or similar into reset button hole on the front, feel it depress – Keep button depressed while restoring power – Continue holding the button for 30-90 seconds, until tones are heard ● A normal boot has rising beeps: 1-2-3-4-5 ● When the reset occurs, the tones descend then rise: 5-4-3-2-1 / 1-2-3-4-5 – Release the reset button – Unplug the device and plug it back in ● Video demonstration of the reset procedure will be available when the hangout is posted to download
  • 10.
    Common Restore Pitfalls ●Mismatched interfaces – VLANs, Wireless, OpenVPN, GIF, GRE, PPP ● Serial console settings – If the speed was manually set, it is retained in config.xml (e.g. 115200, 38400, 9600) – Ensure config.xml has <enableserial/> tag if using mSATA, NanoBSD+VGA image and/or loading manually ● Packages reinstalled during restore – If there is no Internet connection at reboot post-restore, packages will not be reinstalled and they must be reinstalled manually ● Do NOT plug the WAN of the APU into the LAN of the ALIX, especially if the LAN of the ALIX is still 192.168.1.x – If the same subnet exists on the LAN and WAN of the APU, the GUI will become unreachable, among other ill effects
  • 11.
    Restoring configuration ● Ifonly normal physical interfaces are assigned, restoring via the GUI directly is easiest – Diagnostics > Backup/Restore – Select and restore the backup file – Select new interface assignments – Click SAVE ● Once Save has been pressed, the system will apply the new interface settings ● The local client IP may need adjusted to reach the firewall again ● If contact is lost with the firewall, power cycle the unit ● If Apply Changes is clicked, the new assignments will not be retained and the device will reboot with incorrect interfaces which must be corrected via the console – The device will reboot with the new configuration – Monitor reboot via serial console if possible
  • 12.
    Restoring configuration Before –Interface assignments on ALIX After – Interface assignments on APU
  • 13.
    Restoring configuration (Edits) ●If there are many virtual interface types assigned, it is often easier to edit the config.xml in a text editor first to fix the interfaces – An advanced/programming editor is best (Notepad++, UltraEdit, Kate, vi/emacs, etc.) – Search for the old interfaces (vr0, vr1, vr2) and replace by the new interfaces (re2, re1, re0) but do not auto- replace. Visually inspect all matches to ensure they refer to actual interface references! – After editing, save, and restore as before
  • 14.
    Restoring configuration (Edits) Exampleof VLAN and PPP tags inside config.xml that could contain physical interface names to be changed.
  • 15.
    Pre-Deployment ● Boot theAPU after restore and inspect the configuration. Ensure everything looks OK – Confirm issues noted in the upgrade guide have been handled if they apply – Check any assigned virtual interfaces (VLANs, OpenVPN, etc) ● If external connectivity is available, ensure packages have reinstalled properly, have the correct configurations, and so on ● Verify RRD graphs are functional (Status > RRD Graphs) – If not, reset RRD Data from the Settings tab ● Select the “amdtemp” thermal sensor under System > Advanced on the Miscellaneous tab
  • 16.
    Deployment ● Remove theALIX and replace with the APU! ● Most common problem will be ARP issues due to the MAC changes – Avoid spoofing MAC addresses if possible – Power off cable modems and power back on – Check managed switches/routers, etc – May need to reboot some gear/workstations, but generally not required ● Check gateway status, should show online ● Check LAN-side connectivity to the Internet ● If the configuration contained packages, ensure they are all present under System > Packages – If they are missing, reinstall them now – Some packages like squid or snort may require an update for rules/lists ● Test port forwards and other remaining services ● Salt to taste and enjoy!