This is version 2.18 of the AWS Elemental Conductor File documentation. This is the latest version. For prior versions, see the *Archive* section of [AWS Elemental Conductor File and AWS Elemental Server Documentation](https://docs.aws.amazon.com/elemental-server).

# Installing AWS Elemental Conductor File Node-locked Licenses on Qualified Hardware
<a name="install-cf-ig"></a>

This section is for IT administrators who perform the first-time installation of AWS Elemental Conductor File software on a hardware unit that is considered qualified hardware.

For information on hardware that AWS Elemental has qualified, contact your AWS Elemental Sales representative or contact AWS Elemental Support through your company’s Private Space in [AWS Elemental Support Center](https://console.aws.amazon.com/elemental-appliances-software/home?region=us-east-1#/supportcenter).

**Prerequisite Knowledge**  
It is assumed that you know how to:
+ Log in to the AWS Elemental machine over SSH, in order to work via the command line interface.
+ Use Windows Share (on a Windows computer), Samba (on a Mac workstation), or a utility such as Secure Copy Protocol (SCP) on a Linux workstation to move files.
+ Access recentlydownloaded files on your workstation.

The procedure for installing any version of AWS Elemental Conductor File is the same; only the version number in the file name changes. In this procedure, we show how to install version 2.18.3.12345 of the software.

Installation consists of four parts: 

1.  Downloading files from AWS Elemental

1.  Installing the host operating system (OS)

1.  Installing the AWS Elemental software

1. Setting up licensing

**Topics**
+ [Step A: Prepare Hardware and Download Files](install-cf-ig-prep.md)
+ [Step B: Install (Kickstart) the Operating System Software](install-cf-ig-install-ks.md)
+ [Step C: Install the AWS Elemental Software](install-cf-ig-install-sw.md)
+ [Step D: Set Up Licensing](install-cf-ig-licensing.md)
+ [Step E: Complete Node Configuration](install-cf-ig-complete.md)

# Step A: Prepare Hardware and Download Files
<a name="install-cf-ig-prep"></a>

## Prepare Hardware and Network
<a name="install-cf-ig-prep-hw"></a>

To prepare your hardware and network, make sure you have done the following:
+ Physically installed the hardware unit.
+ Set up the unit as a node on your network.
+ Configured network cards and ensured that they're able to reach other machines on the network.
+ Set up a method, such as SCP, for transferring files from your workstation to the node.

## Note Your Activation Code
<a name="install-cf-ig-prep-act"></a>

You should have received an email with your activation code. You need this number for the installation. 

If you're installing AWS Elemental software on more than one system, you received an activation code for each system. Decide and note which activation code you will use for each unit. The codes are not tied ahead of time to any specific system, but you cannot use the same code on more than one.

## Download Files
<a name="install-cf-ig-prep-dl"></a>

Download the installation files for each unique AWS Elemental product that you're using.

**To download installation files**

1. Log in to [AWS Elemental Support Center Activations](https://console.aws.amazon.com/elemental-appliances-software/home?region=us-east-1#/activations). For detailed steps to download installation files, see [Downloading AWS Elemental Conductor File Software](detailed-dl-cf-ig.md).

1. Download your files.

   You need the following files for each unique piece of AWS Elemental software that you're installing. 
   + A kickstart (`.iso`) file for creating a USB boot drive. For example, `centos-20161028T12270-production-usb.iso`. 

     You use this file to put a preconfigured installation of your operating system on your physical machine.
   + An installation (`.run`) file for the AWS Elemental software itself. For example, `elemental_production_conductor_file_2.11.3.44452.run`.

     Make sure that you download the right version of software for the processing architecture that you need, either CPU-only or GPU-enabled. For example, if your AWS Elemental Servers have GPUs, download the GPU version.

    For example, if you're installing AWS Elemental Conductor File on two systems and AWS Elemental Server on five systems, you need to download two `.iso` files and two `.run` files. 

# Step B: Install (Kickstart) the Operating System Software
<a name="install-cf-ig-install-ks"></a>

You must install a configured operating system from an `.iso` file onto each physical machine that will be running AWS Elemental software. Doing so is referred to as “kickstarting the system”.

Make sure that you install the right version of the operating system with each piece of software. The correct `.iso` file is always provided with the `.run` file under **Activations** at [AWS Elemental Support Center Activations](https://console.aws.amazon.com/elemental-appliances-software/home?region=us-east-1#/activations).

**Create a Boot USB Drive or DVD**  
Do this from your workstation.

Use a third-party utility (such as PowerISO or ISO2USB) to create a bootable DVD or USB drive from your `.iso` file. Instructions for using these utilities can be found in the [AWS Elemental Support Center](https://console.aws.amazon.com/elemental-appliances-software/home?region=us-east-1#/supportcenter) knowledge base.

**Install the Operating System at Each Node**  
Do this from each Elemental node.

1. Insert the DVD or USB thumb drive into the hardware unit.

1. Boot up or reboot the system. The installer automatically starta.  
![\[Main menu interface for system configuration with options for hostname, disk layout, and OS installation.\]](http://docs.aws.amazon.com/elemental-cf2/latest/installguide/images/install-installer-shared-png.png)

1. Use the arrow keys to select each option and do the following:  
****    
[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/elemental-cf2/latest/installguide/install-cf-ig-install-ks.html)

   The operating system is installed. From now on, the system runs this customized version of your Linux operating system.

1. Repeat the above steps on each system, using the `.iso` file that goes with the AWS Elementalsoftware you are installing on each system.

# Step C: Install the AWS Elemental Software
<a name="install-cf-ig-install-sw"></a>

These steps must be performed on each node where you are installing AWS Elemental software, either directly at the machine or from your workstation via SSH. 

Make sure that you use the `.run` file that corresponds to the .iso file that you used to set up the operating system on the node. That is, install Conductor File software on the nodes that you kickstarted with the Conductor File `.iso` and worker software on nodes that you kickstarted with the worker `.iso`.

**To install the software**

1. At the Linux command line, log in with the *elemental* user credentials.

1. Run the installer as follows. Use the actual filename of your `.run` file, rather than the example below.

   ```
   [elemental@hostname ~]$ sudo sh ./elemental_production_conductor_file_2.11.nnnnn.run -l -z -t
   ```

   where -l is a letter, not a number.

1. You are prompted as described in the table below.  
****    
[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/elemental-cf2/latest/installguide/install-cf-ig-install-sw.html)

   Then the software will be installed. Finally, this message appears when installation and configuration are complete:

   ```
   Installation and configuration complete!
   Please open a web browser and point it to https://xxx.xxx.xxx.xxx to get to the web interface.
   Enjoy!
   ```

1. Start a web browser and start the AWS Elemental Conductor File web interface by typing the following:

   ```
   https://<hostname>
   ```

   Make sure the web interface displays.

# Step D: Set Up Licensing
<a name="install-cf-ig-licensing"></a>

At this point, the software is installed but it is not yet enabled. To begin using the software, install a valid license file on each node.

To do so, follow the detailed steps described in the table below. .


****  

| Step | Where to Perform Step | Start Step With | Finish Step With | 
| --- | --- | --- | --- | 
| Step a: Retrieve Activation Code | Your workstation | Activation email | Activation code | 
| Step b: Generate License Activation Key File | The AWS Elemental system, via an SSH client like PuTTY | Activation code | Key file (.key ) | 
| Step c: Download Licenses from the AWS Elemental User Community | Your workstation | Key file (.key ) | Tarball file (.tgz) | 
| Step d: Install the License Files | Your workstation | Unlicensed software with limited functionality | Fully licensed, full-feature software | 

# Step a: Retrieve Activation Code
<a name="install-cf-ig-licensing-ret-act"></a>

You should have received an email containing an activation code. If you're installing software for more than one node, you will have received a separate code for each one.

If you didn't receive this email or have lost it, contact AWS Elemental Support through your company’s Private Space in [AWS Elemental Support Center](https://console.aws.amazon.com/elemental-appliances-software/home?region=us-east-1#/supportcenter).

# Step b: Generate a License Activation Key File
<a name="install-cf-ig-licensing-gen-lic"></a>

The operating system that you installed on your hardware has a utility you can use to generate an activation key file. 

**To generate an activation key file**

1. Using an SSH client such as PuTTY, log in to the hardware unit with the *elemental* user credentials. 

   You are logged in at the home directory (/elemental).

1. Enter this command.

   ```
   [elemental@hostname ~] ./keygen
   ```

1. At the prompt, enter the activation code. The following file is created in the home directory: `activation_<hostname of the system>.key `.

1. Copy the file to your workstation. For example:
   + Use SCP or a similar utility on a Linux workstation.

   Use the *elemental* user credentials and copy and paste the file from the network share.

1. Repeat these steps for each AWS Elemental Conductor File hardware unit. 
   + Make sure to log in to each hardware unit for each activation key file that you want to generate: each activation key file that you create must contain the hostname of the individual hardware unit.
   + Make sure to use a different activation code on each unit.

# Step c: Download Licenses from the AWS Elemental User Community
<a name="install-cf-ig-licensing-dl-lic"></a>

1. Follow the instructions in [Downloading AWS Elemental Conductor File Software](detailed-dl-cf-ig.md) to get to the **Order Detail** page on the [AWS Elemental Support Center Activations](https://console.aws.amazon.com/elemental-appliances-software/home?region=us-east-1#/activations).

1. Hover over the three-bar icon on the right of the screen to bring up a small menu. Choose **License(s)**.  
![\[Three-bar icon with dropdown menu showing "License(s)" and "Download" options.\]](http://docs.aws.amazon.com/elemental-cf2/latest/installguide/images/install-licorderdetail-shared-png.png)

1. On the **License Information** page, choose **Generate**.  
![\[Generate button highlighted on a License Information page interface.\]](http://docs.aws.amazon.com/elemental-cf2/latest/installguide/images/install-licinfo-shared-png.png)

1. On the **Generate Licenses** page, select **Choose File** to browse to and select your `.key` file.

1. This returns you to the **Generate Licenses** page, with your `.key` file selected. Choose **Upload License Key**.  
![\[File upload interface with "Choose File" button and "UPLOAD LICENSE KEY" option highlighted.\]](http://docs.aws.amazon.com/elemental-cf2/latest/installguide/images/install-genlic-shared-png.png)

1. This takes you to the **View Licenses** page, where you can download a `.tgz` file. This is a compressed, aggregated file that contains all the license files that you need for this system.  
![\[View Licenses page showing license details and download options.\]](http://docs.aws.amazon.com/elemental-cf2/latest/installguide/images/install-viewlic-shared-png.png)

1. Save the `.tgz` file to a place accessible to the AWS Elemental system that will be using this license, for example, a directory on your workstation called “licenses”. Make a note of the path. 

   The files are named `lic-download-<hostname>.tgz`.

1. Repeat these steps for each hardware unit that will have AWS Elemental software.

# Step d: Install the License Files
<a name="install-cf-ig-licensing-lic-files"></a>

Now that you have a `.tgz` compressed license file for each instance of the software you are running, you must point the software to it.

From your workstation, perform the following steps for each newly installed AWS Elemental system.

1. Navigate to the directory where you saved the `.tgz` file and unpack it.

1. Bring up the web interface for the AWS Elemental Conductor File system. From the main menu, select **Settings** > **Licenses**. The Licenses screen appears.

1. Select **Choose File** and navigate to the directory where you placed the license files. Select the file name with the hostname portion matching the hostname of this node.  
![\[License management interface showing options to upload or update license files.\]](http://docs.aws.amazon.com/elemental-cf2/latest/installguide/images/install-installlic-shared-png.png)

1. Back on the Licenses screen, choose **Update**. The license file is installed. 

1. Repeat steps 1 through 4 on each node.

   Ignore the message about the license pools. You are setting a node-locked deployment, so you don't need a license pool (`pool.lic`).

# Step E: Complete Node Configuration
<a name="install-cf-ig-complete"></a>

You have now installed and performed the basic configuration of AWS Elemental Conductor File. To complete the configuration, refer to the table below. 


****  

| Scenario | Guide | 
| --- | --- | 
| All scenarios | Configuring a Conductor Cluster – Quick Guide |