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Fix action "start" and use of log_*_*msg LSB log functions. Patch from Laurent Bigonville (Closes: #675619) |
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UPGRADING |
Network UPS Tools Overview =========================== Description ----------- Network UPS Tools is a collection of programs which provide a common interface for monitoring and administering UPS, PDU and SCD hardware. It uses a layered approach to connect all of the parts. Drivers are provided for a wide assortment of equipment. They understand the specific language of each device and map it back to a compatibility layer. This means both an expensive high end UPS, a simple "power strip" PDU, or any other power device can be handled transparently with a uniform management interface. This information is cached by the network server `upsd`, which then answers queries from the clients. upsd contains a number of access control features to limit the abilities of the clients. Only authorized hosts may monitor or control your hardware if you wish. Since the notion of monitoring over the network is built into the software, you can hang many systems off one large UPS, and they will all shut down together. You can also use NUT to power on, off or cycle your data center nodes, individually or globally through PDU outlets. Clients such as `upsmon` check on the status of the hardware and do things when necessary. The most important task is shutting down the operating system cleanly before the UPS runs out of power. Other programs are also provided to log information regularly, monitor status through your web browser, and more. Installing ---------- If you are installing these programs for the first time, go read the <<_installation_instructions,installation instructions>> to find out how to do that. This document contains more information on what all of this stuff does. Upgrading --------- When upgrading from an older version, always check the <<Upgrading_notes,upgrading notes>> to see what may have changed. Compatibility issues and other changes will be listed there to ease the process. Configuring and using --------------------- Once NUT is installed, refer to the <<Configuration_notes,configuration notes>> for directions. Documentation ------------- This is just an overview of the software. You should read the man pages, included example configuration files, and auxiliary documentation for the parts that you intend to use. Network Information ------------------- These programs are designed to share information over the network. In the examples below, `localhost` is used as the hostname. This can also be an IP address or a fully qualified domain name. You can specify a port number if your upsd process runs on another port. In the case of the program `upsc`, to view the variables on the UPS called sparky on the `upsd` server running on the local machine, you'd do this: /usr/local/ups/bin/upsc sparky@localhost The default port number is 3493. You can change this with "configure --with-port" at compile-time. To make a client talk to upsd on a specific port, add it after the hostname with a colon, like this: /usr/local/ups/bin/upsc sparky@localhost:1234 This is handy when you have a mixed environment and some of the systems are on different ports. The general form for UPS identifiers is this: <upsname>[@<hostname>[:<port>]] Keep this in mind when viewing the examples below. Manifest -------- This package is broken down into several categories: - *drivers* - These programs talk directly to your UPS hardware. - *server* - upsd serves data from the drivers to the network. - *clients* - They talk to upsd and do things with the status data. - *cgi-bin* - Special class of clients that you can use with your web server. - *scripts* - Contains various scripts, like the Perl and Python binding, integration bits and applications. Drivers ------- These programs provide support for specific UPS models. They understand the protocols and port specifications which define status information and convert it to a form that upsd can understand. To configure drivers, edit ups.conf. For this example, we'll have a UPS called "sparky" that uses the apcsmart driver and is connected to `/dev/ttyS1`. That's the second serial port on most Linux-based systems. The entry in `ups.conf` looks like this: [sparky] driver = apcsmart port = /dev/ttyS1 To start and stop drivers, use upsdrvctl. By default, it will start or stop every UPS in the config file: /usr/local/ups/bin/upsdrvctl start /usr/local/ups/bin/upsdrvctl stop However, you can also just start or stop one by adding its name: /usr/local/ups/bin/upsdrvctl start sparky /usr/local/ups/bin/upsdrvctl stop sparky To find the driver name for your device, refer to the section below called "HARDWARE SUPPORT TABLE". Extra Settings ~~~~~~~~~~~~~~ Some drivers may require additional settings to properly communicate with your hardware. If it doesn't detect your UPS by default, check the driver's man page or help (-h) to see which options are available. For example, the usbhid-ups driver allows you to use USB serial numbers to distingish between units via the "serial" configuration option. To use this feature, just add another line to your ups.conf section for that UPS: [sparky] driver = usbhid-ups port = auto serial = 1234567890 Hardware Compatibility List ~~~~~~~~~~~~~~~~~~~~~~~~~~~ The <<HCL,Hardware Compatibility List>> is available in the source directory ('nut-X.Y.Z/data/driver.list'), and is generally distributed with packages. For example, it is available on Debian systems as: /usr/share/nut/driver.list This table is also available link:http://www.networkupstools.org/stable-hcl.html[online]. If your driver has vanished, see the link:FAQ.html[FAQ] and <<Upgrading_notes,Upgrading notes>>. Generic Device Drivers ~~~~~~~~~~~~~~~~~~~~~~ NUT provides several generic drivers that support a variety of very similar models. - The `genericups` driver supports many serial models that use the same basic principle to communicate with the computer. This is known as "contact closure", and basically involves raising or lowering signals to indicate power status. + This type of UPS tends to be cheaper, and only provides the very simplest data about power and battery status. Advanced features like battery charge readings and such require a "smart" UPS and a driver which supports it. + See the linkman:genericups[8] man page for more information. - The `usbhid-ups` driver attempts to communicate with USB HID Power Device Class (PDC) UPSes. These units generally implement the same basic protocol, with minor variations in the exact set of supported attributes. This driver also applies several correction factors when the UPS firmware reports values with incorrect scale factors. + See the linkman:usbhid-ups[8] man page for more information. - The `blazer_ser` and `blazer_usb` drivers supports the Megatec / Q1 protocol that is used in many brands (Blazer, Energy Sistem, Fenton Technologies, Mustek and many others). + See the linkman:blazer[8] man page for more information. - The `snmp-ups` driver handles various SNMP enabled devices, from many different manufacturers. In SNMP terms, `snmp-ups` is a manager, that monitors SNMP agents. + See the linkman:snmp-ups[8] man page for more information. - The `powerman-pdu` is a bridge to the PowerMan daemon, thus handling all PowerMan supported devices. The PowerMan project supports several serial and networked PDU, along with Blade and IPMI enabled servers. + See the linkman:powerman-pdu[8] man page for more information. UPS Shutdowns ~~~~~~~~~~~~~ upsdrvctl can also shut down (power down) all of your UPS hardware. WARNING: if you play around with this command, expect your filesystems to die. Don't power off your computers unless they're ready for it: /usr/local/ups/bin/upsdrvctl shutdown /usr/local/ups/bin/upsdrvctl shutdown sparky You should read the <<UPS_shutdown,Configuring automatic UPS shutdowns>> chapter to learn more about when to use this feature. If called at the wrong time, you may cause data loss by turning off a system with a filesystem mounted read-write. Power distribution unit management ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ NUT also provides an advanced support for power distribution units. You should read the <<Outlets_PDU_notes,Configuring automatic UPS shutdowns>> chapter to learn more about when to use this feature. Network Server -------------- `upsd` is responsible for passing data from the drivers to the client programs via the network. It should be run immediately after `upsdrvctl` in your system's startup scripts. `upsd` should be kept running whenever possible, as it is the only source of status information for the monitoring clients like `upsmon`. Monitoring client ----------------- `upsmon` provides the essential feature that you expect to find in UPS monitoring software: safe shutdowns when the power fails. In the layered scheme of NUT software, it is a client. It has this separate section in the documentation since it is so important. You configure it by telling it about UPSes that you want to monitor in upsmon.conf. Each UPS can be defined as one of two possible types: Master ~~~~~~ This UPS supplies power to the system running `upsmon`, and this system is also responsible for shutting it down when the battery is depleted. This occurs after any slave systems have disconnected safely. If your UPS is plugged directly into a system's serial port, the `upsmon` process on that system should define that UPS as a master. For a typical home user, there's one computer connected to one UPS. That means you run a driver, `upsd`, and `upsmon` in master mode. Slave ~~~~~ This UPS may supply power to the system running `upsmon`, but this system can't shut it down directly. Use this mode when you run multiple computers on the same UPS. Obviously, only one can be connected to the serial port on the UPS, and that system is the master. Everything else is a slave. For a typical home user, there's one computer connected to one UPS. That means you run a driver, upsd, and upsmon in master mode. Additional Information ~~~~~~~~~~~~~~~~~~~~~~ More information on configuring upsmon can be found in these places: - The linkman:upsmon[8] man page - <<BigServers,Typical setups for big servers>> - <<UPS_shutdown,Configuring automatic UPS shutdowns>> chapter - The stock `upsmon.conf` that comes with the package Clients ------- Clients talk to upsd over the network and do useful things with the data from the drivers. There are tools for command line access, and a few special clients which can be run through your web server as CGI programs. For more details on specific programs, refer to their man pages. upsc ~~~~ `upsc` is a simple client that will display the values of variables known to `upsd` and your UPS drivers. It will list every variable by default, or just one if you specify an additional argument. This can be useful in shell scripts for monitoring something without writing your own network code. `upsc` is a quick way to find out if your driver(s) and upsd are working together properly. Just run `upsc <ups>` to see what's going on, i.e.: morbo:~$ upsc sparky@localhost ambient.humidity: 035.6 ambient.humidity.alarm.maximum: NO,NO ambient.humidity.alarm.minimum: NO,NO ambient.temperature: 25.14 ... If you are interested in writing a simple client that monitors `upsd`, the source code for `upsc` is a good way to learn about using the upsclient functions. See the linkman:upsc[8] man page and <<nut-names,NUT command and variable naming scheme>> for more information. upslog ~~~~~~ `upslog` will write status information from `upsd` to a file at set intervals. You can use this to generate graphs or reports with other programs such as `gnuplot`. upsrw ~~~~~ `upsrw` allows you to display and change the read/write variables in your UPS hardware. Not all devices or drivers implement this, so this may not have any effect on your system. A driver that supports read/write variables will give results like this: $ upsrw sparky@localhost ( many skipped ) [ups.test.interval] Interval between self tests Type: ENUM Option: "1209600" Option: "604800" SELECTED Option: "0" ( more skipped ) On the other hand, one that doesn't support them won't print anything: $ upsrw fenton@gearbox ( nothing ) `upsrw` requires administrator powers to change settings in the hardware. Refer to linkman:upsd.users[5] for information on defining users in `upsd`. upscmd ~~~~~~ Some UPS hardware and drivers support the notion of an instant command - a feature such as starting a battery test, or powering off the load. You can use upscmd to list or invoke instant commands if your hardware/drivers support them. Use the -l command to list them, like this: $ upscmd -l sparky@localhost Instant commands supported on UPS [sparky@localhost]: load.on - Turn on the load immediately test.panel.start - Start testing the UPS panel calibrate.start - Start run time calibration calibrate.stop - Stop run time calibration ... `upscmd` requires administrator powers to start instant commands. To define users and passwords in `upsd`, see linkman:upsd.users[5]. CGI Programs ------------ The CGI programs are clients that run through your web server. They allow you to see UPS status and perform certain administrative commands from any web browser. Javascript and cookies are not required. These programs are not installed or compiled by default. To compile and install them, first run `configure --with-cgi`, then do `make` and `make install`. If you receive errors about "gd" during configure, go get it and install it before continuing. You can get the source here: http://www.libgd.org/ In the event that you need libpng or zlib in order to compile gd, they can be found at these URLs: http://www.libpng.org/pub/png/pngcode.html http://www.gzip.org/zlib/ Access Restrictions ~~~~~~~~~~~~~~~~~~~ The CGI programs use hosts.conf to see if they are allowed to talk to a host. This keeps malicious visitors from creating queries from your web server to random hosts on the Internet. If you get error messages that say "Access to that host is not authorized", you're probably missing an entry in your hosts.conf. upsstats ~~~~~~~~ `upsstats` generates web pages from HTML templates, and plugs in status information in the right places. It looks like a distant relative of APC's old Powerchute interface. You can use it to monitor several systems or just focus on one. It also can generate IMG references to `upsimage`. upsimage ~~~~~~~~ This is usually called by upsstats via IMG SRC tags to draw either the utility or outgoing voltage, battery charge percent, or load percent. upsset ~~~~~~ `upsset` provides several useful administration functions through a web interface. You can use `upsset` to kick off instant commands on your UPS hardware like running a battery test. You can also use it to change variables in your UPS that accept user-specified values. Essentially, `upsset` provides the functions of `upsrw` and `upscmd`, but with a happy pointy-clicky interface. `upsset` will not run until you convince it that you have secured your system. You *must* secure your CGI path so that random interlopers can't run this program remotely. See the `upsset.conf` file. Once you have secured the directory, you can enable this program in that configuration file. It is not active by default. Version Numbering ----------------- The version numbers work like this: if the middle number is odd, it's a development tree, otherwise it is the stable tree. The past stable trees were 1.0, 1.2, 1.4, 2.0, 2.2 and 2.4, with the latest stable tree designated 2.6. The development trees were 1.1, 1.3, 1.5, 2.1 and 2.3. As of the 2.4 release, there is no real development branch anymore since the code is available through a revision control system (namely Subversion) and snapshots. Major release jumps are mostly due to large changes to the features list. There have also been a number of architectural changes which may not be noticeable to most users, but which can impact developers. Backwards and Forwards Compatibility ------------------------------------ The old network code spans a range from about 0.41.1 when TCP support was introduced up to the recent 1.4 series. It used variable names like STATUS, UTILITY, and LOADPCT. Many of these names go back to the earliest prototypes of this software from 1997. At that point there was no way to know that so many drivers would come along and introduce so many new variables and commands. The resulting mess grew out of control over the years. During the 1.3 development cycle, all variables and instant commands were renamed to fit into a tree-like structure. There are major groups, like input, output and battery. Members of those groups have been arranged to make sense - input.voltage and output.voltage compliment each other. The old names were UTILITY and OUTVOLT. The benefits in this change are obvious. The 1.4 clients can talk to either type of server, and can handle either naming scheme. 1.4 servers have a compatibility mode where they can answer queries for both names, even though the drivers are internally using the new format. When 1.4 clients talk to 1.4 or 2.0 (or more recent) servers, they will use the new names. Here's a table to make it easier to visualize: [options="header"] |============================================= | 4+| Server version | *Client version* | 1.0 | 1.2 | 1.4 | 2.0+ | 1.0 | yes | yes | yes | no | 1.2 | yes | yes | yes | no | 1.4 | yes | yes | yes | yes | 2.0+ | no | no | yes | yes |============================================= Version 2.0, and more recent, do not contain backwards compatibility for the old protocol and variable/command names. As a result, 2.0 clients can't talk to anything older than a 1.4 server. If you ask a 2.0 client to fetch "STATUS", it will fail. You'll have to ask for "ups.status" instead. Authors of separate monitoring programs should have used the 1.4 series to write support for the new variables and command names. Client software can easily support both versions as long as they like. If upsd returns 'ERR UNKNOWN-COMMAND' to a GET request, you need to use REQ. Support / Help / etc. --------------------- If you are in need of help, refer to the <<Support_Request,Support instructions>> in the user manual. Hacking / Development Info -------------------------- Additional documentation can be found in: - the linkdoc:developer-guide[Developer Guide], - the linkdoc:packager-guide[Packager Guide]. Acknowledgements / Contributions -------------------------------- The many people who have participated in creating and improving NUT are listed in the user manual <<Acknowledgements,acknowledgements appendix>>.