Files
pxe-server/docs/SITE-CUSTOMIZATION.md
cproudlock 821a927365 Engineering Layer: survive the C:\Deploy cleanup; the employee gets the icon
Engineer builds left the employee without "Configure my Engineering
Layer". First logon ran C:\Deploy\Applications\extra_engineering\
Install-EngineeringLayer.ps1, and the script itself lived in C:\Deploy:
std/eng have no autologon, so a PC that rebooted before the employee
signed in had lost C:\Deploy to the orchestrator's DeleteDeployDir task,
and nothing installed, silently.

- engineer unattend, specialize Order 37 (free slot): run the script with
  -StageOnly, copying the payload and the script to C:\PreInstall\engineering
  while C:\Deploy exists (Path 119 chars)
- first logon Order 11: run it from C:\PreInstall\engineering, falling back
  to C:\Deploy if staging did not happen
- the script (now in the repo, playbook/engineering/; it lived only on the
  server): after the install, restore the Public desktop icon if it is
  missing and the PC is not configured yet (no C:\TMP\DUU_Complete.log), and
  register Active Setup so each later user gets the icon on their own
  desktop when the Public one is gone. v3.1 puts the icon on the Public
  desktop; clicking it (configure, from GE's V: share) deletes it for all
- playbook deploys the script to gea-engineer extra_engineering; the 650 MB
  payload stays site content (documented in SITE-CUSTOMIZATION.md)

Tested in the win11 VM with the exact unattend strings and a stand-in
installer that skips the icon: specialize staged payload and script;
C:\Deploy deleted; first logon installed from the staged copy, restored the
icon and registered Active Setup. The per-user step as a new user: icon on
their desktop when the PC is unconfigured and the Public icon is gone; none
when configured or when the Public icon is there. Lint clean. Not deployed:
unattends go out only through scripts/deploy-unattend.sh.
2026-10-16 12:37:50 -04:00

263 lines
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Markdown

# Site Customization
The PXE server in this repo was built for the GE Aerospace West Jefferson site.
To stand it up at another site, several values need to change. This document
lists every site-specific value, where it lives today, and the recommended
forward state.
## Status
The repo has not yet been parameterized. As of 2026-04-14 the site-specific
values below are hardcoded in multiple files. The `config/` directory at the
repo root is a placeholder for the future state where one YAML file drives
substitution at build time. Until that exists, customizing for a new site
means editing the source files directly.
If you are bringing up the first non-WJ site, expect to do this manually and
contribute a `config/sites/<sitename>.yaml` template back to the repo.
## Values to change
### Network
Every server has two NICs: the imaging NIC (isolated imaging LAN, static
172.16.9.1, the only NIC that serves DHCP/TFTP/HTTP boot/SMB) and the GE
corporate NIC (DHCP client; SSH and the webapp on 9009 only). Put both MACs
in `playbook/site-vars.yml` (copy `playbook/site-vars.example.yml`) before
building the USB: `pxe_nic_mac`, `corp_nic_mac`. The installer brings the
network up with DHCP only; the first-boot playbook stops before changing
anything if either MAC is unset or missing, then pins both NICs by MAC in
netplan (names `pxe0` / `corp0`, overridable), dnsmasq, UFW and Samba.
| Value | Default | Where it lives |
|-------------------|----------------------|--------------------------------------------------------------------------------|
| PXE server IP | 172.16.9.1 | `playbook/pxe_server_setup.yml` (dnsmasq config, iPXE script, samba conf, webapp env), `playbook/startnet.cmd` (mount paths), `boot-tools/blancco/grub-blancco.cfg` (TFTP/HTTP URLs) |
| PXE subnet | 172.16.9.0/24 | Same as above, plus `playbook/pxe_server_setup.yml` (UFW rules) |
| DHCP range | 172.16.9.10-100 | `playbook/site-vars.yml` (`pxe_dhcp_start`, `pxe_dhcp_end`) |
| NIC MACs / names | (required) / pxe0, corp0 | `playbook/site-vars.yml` (`pxe_nic_mac`, `corp_nic_mac`, `pxe_nic_name`, `corp_nic_name`) |
| Hostname | pxeserver | `autoinstall/user-data` (identity.hostname) |
### Access from the GE corporate network
SSH (password auth, the shared `pxe` password) and the webapp on 9009 (no
login, runs as root) are reachable on the corp NIC. By default from ALL of
GE, as before, so a re-run never locks anyone out; the play prints a loud
warning on every run while that is so. Set these in `playbook/site-vars.yml`:
| Var | Default | Effect |
|--------------------------|---------|--------|
| `corp_admin_cidrs` | `[]` | List of admin subnets/hosts, e.g. `["10.134.48.0/24", "3.12.34.56/32"]`. When non-empty, UFW allows 22 and 9009 on `corp_nic_name` from these only and drops the any-source rules. The play refuses (nothing changed) if an entry is invalid or your own SSH session is not inside one of them. The imaging NIC keeps its rules. |
| `corp_ssh_password_auth` | `true` | `false` adds `/etc/ssh/sshd_config.d/10-pxe-corp-auth.conf`: `PasswordAuthentication no`, re-allowed by a `Match Address` block for `pxe_subnet` and localhost. Keys only from GE. The play refuses while `pxe` has no `~/.ssh/authorized_keys`, and removes the drop-in again if `sshd -t` rejects it. |
| `allow_disruptive` | `false` | Re-runs while imaging is active (SMB sessions on 445, or DHCP leases granted in the last `pxe_busy_window_min` = 30 min) do not bounce the NICs or restart dnsmasq/Apache/Samba; a needed network change stops the play. `-e allow_disruptive=true` overrides. |
Recommended for a production box: `corp_admin_cidrs` set to the admin
desks' subnet, then (after `ssh-copy-id`) `corp_ssh_password_auth: false`.
### Re-running the playbook over SSH (from the GE side)
The network step refuses before changing anything when the NIC that
`pxe_nic_mac` names holds the default route, a DHCP lease, or the route to
your SSH client (swapped MACs or cables). When it does apply, it arms a
120 s auto-revert timer (`pxe-netplan-revert-*`), checks both names, the
imaging address and that the corp NIC gets its IPv4 back within 30 s, and
restores the previous netplan config AND NIC names on any failure. Backups:
`/var/backups/netplan-<timestamp>/`.
### Identity and credentials
| Value | Default | Where it lives |
|-----------------------------|---------------------------------------|---------------------------------------------------------|
| Linux user | pxe / pxe | `autoinstall/user-data` (identity.username, password hash) |
| Samba upload user | pxe-upload / pxe | `playbook/pxe_server_setup.yml` (Samba user creation) |
| Samba blancco user | blancco / blancco | `playbook/pxe_server_setup.yml` |
| Sudo password | pxe | autoinstall password hash; also referenced in scripts that ssh + sudo |
### WiFi and BMC (Blancco licensing)
The Blancco custom `config.img` carries WiFi credentials and BMC cloud
credentials in plaintext. These are GE-Aerospace specific.
| Value | Default | Where it lives |
|---------------|----------------------|-------------------------------------------------------------------------|
| WiFi SSID | INTERNETACCESS | `boot-tools/blancco/config.img` (inside the cpio archive: preferences.xml) |
| WiFi password | Acc3ssGr@nted22 | Same |
| BMC endpoint | classic.eu-west-1.blancco.cloud:443 | Same; encrypted credentials inside config.img |
To rebuild `config.img` for a different site, see BLANCCO.md ("Rebuilding
config.img").
### Image types
The repo defines seven image types (see `playbook/pxe_server_setup.yml`,
`image_types`). Most sites likely only need a subset. The current set:
- gea-standard
- gea-engineer
- gea-shopfloor
- ge-standard
- ge-engineer
- ge-shopfloor-lockdown
- ge-shopfloor-mce
Trim or extend this list and the matching `shopfloor_types` filter as needed.
### Engineering Layer (gea-engineer)
Handled by the repo; nothing to work out per site except the payload.
- `playbook/engineering/Install-EngineeringLayer.ps1` is deployed by the
playbook to `gea-engineer/Deploy/Applications/extra_engineering/`.
- `FlatUnattendW10-engineer.xml` runs it twice:
- specialize Order 37 (`-StageOnly`) copies the payload and the script to
`C:\PreInstall\engineering` while `C:\Deploy` exists;
- first logon Order 11 installs from that copy. The bulk-enrollment
`DeleteDeployDir` task removes `C:\Deploy` on the next boot, so a PC
that reboots before the employee signs in would otherwise install
nothing and show no icon.
- After the install it makes sure the "Configure my Engineering Layer"
icon is on the Public desktop (until the PC is configured), and registers
Active Setup so a later user gets the icon if someone else already used
it. The employee clicks it once, on the GE network: it maps V: and runs
`install_local_new.cmd` from GE's share, which removes the icon.
- Log on the PC: `C:\Logs\Engineering\install-engineering-layer.log`.
The site supplies the payload beside the script, in
`gea-engineer/Deploy/Applications/extra_engineering/`:
`engineering_layer/Engineering_Install_v3.1.exe` and `prereqs/`
(.NET 3.5 sxs cabs, VC++ redists), about 650 MB.
### PC types (shopfloor sub-types)
`playbook/shopfloor-setup/` contains per-PC-type install logic. The current
types reflect WJ shopfloor needs:
- CMM (PC-DMIS)
- WaxAndTrace
- Keyence
- Genspect
- Display (Lobby and Dashboard variants)
- Standard (Timeclock and Machine variants)
- Lab
A site without CMMs can drop the CMM type and its installers entirely.
### GCCH bulk-enrollment PPKGs
PPKG filenames are baked into `playbook/startnet.cmd` and
`startnet-template.cmd`. They are tied to the GE Aerospace tenant. Other
sites/tenants will have their own PPKGs with different filenames.
| PPKG enrollment menu choice | Default filename |
|-----------------------------|---------------------------------------------------------------|
| 1 NoOffice | GCCH_Prod_SFLD_NoOffice_US_Exp_20260430_v4.10.ppkg |
| 2 StdOffice x86 | GCCH_Prod_SFLD_StdOffice-x86_US_Exp_20260430_v4.10.ppkg |
| 3 StdOffice x64 | GCCH_Prod_SFLD_StdOffice-x64_US_Exp_20260430_v4.10.ppkg |
| 4 ProPlusOffice x86 | GCCH_Prod_SFLD_ProPlusOffice-x86_US_Exp_20260430_v4.10.ppkg |
| 5 ProPlusOffice x64 | GCCH_Prod_SFLD_ProPlusOffice-x64_US_Exp_20260430_v4.10.ppkg |
When you bump PPKG versions, update the filenames in startnet.cmd, drop the
new PPKGs in `enrollment/` on the workstation, and rebuild the USB.
### Site-specific shopfloor config
`playbook/shopfloor-setup/site-config.json` has site-specific values like
default machine number ranges, share paths for software, and more. Inspect
that file for site name strings, share UNC paths, and machine number ranges.
### Branding
The Flask webapp uses GE Aerospace branding:
- Logo: `webapp/static/ge-aerospace-logo.svg`
- Favicon: `webapp/static/favicon.ico`
- Page titles and templates reference "GE Aerospace" in `webapp/templates/*.html`
- iPXE menu title: "GE Aerospace PXE Boot Menu" in `playbook/pxe_server_setup.yml`
### Drivers (Dell)
Driver content is hardware-specific, not strictly site-specific, but the set
of driver families to bundle changes by what hardware the site deploys:
- `Dell_11/Pro` and `Dell_11/ProMax`: Dell Pro Micro PCs (most common shopfloor)
- `Dell_11/Optiplex`: traditional desktops
- `Dell_11/Precision`: workstations
- `Dell_11/Latitude`: laptops (large, often excluded if site has none)
The `scripts/download-drivers.py` and `scripts/Download-Drivers.ps1` scripts
populate `drivers-staging/` from upstream sources. Edit these to target the
relevant hardware lists.
### BIOS update manifest
`playbook/shopfloor-setup/BIOS/models.txt` maps Dell model strings to the
BIOS .exe to flash. Update this whenever new hardware arrives or Dell
publishes a new firmware release for a model already in the fleet.
### Intune DSC categories
The post-enrollment Intune DSC delivery (per `intune-dsc.md` memory) pulls
per-category YAML from Azure Blob:
- main
- cmm
- displaypcs
- waxtrace
Different sites/tenants will need their own categories and their own Azure
Blob storage account.
### Image-upload paths on Windows
`scripts/Upload-Image.ps1` defaults to:
- `\\172.16.9.1\image-upload` as the destination
- `C:\ProgramData\GEAerospace\MediaCreator\Cache\` as the source
Update both for a different site (`-Server`, `-CachePath`; `-WebPort` if the
webapp is not on 9009). The script checks every file on the server through
the webapp before the Image Import page will accept the upload.
## Recommended forward state
A site config file should drive substitution at build time. Proposed schema:
```yaml
# config/sites/<sitename>.yaml
site:
name: westjeff
pxe_server_ip: 172.16.9.1
pxe_subnet: 172.16.9.0/24
dhcp_range_start: 172.16.9.10
dhcp_range_end: 172.16.9.100
hostname: pxeserver
credentials:
pxe_user: pxe
pxe_password: pxe
pxe_upload_password: pxe
blancco_password: blancco
blancco:
wifi_ssid: INTERNETACCESS
wifi_password: Acc3ssGr@nted22
bmc_endpoint: classic.eu-west-1.blancco.cloud:443
ppkg_versions:
current: v4.10
expiry: 20260430
intune_dsc_categories: [main, cmm, displaypcs, waxtrace]
image_types: [gea-standard, gea-engineer, gea-shopfloor]
shopfloor_types: [gea-shopfloor]
```
`scripts/build-usb.sh` and the playbook would consume this and substitute
into the templated config files. Implementing this is a separate piece of
work; until then, edit source files directly.
## Secrets handling
Some values above are sensitive (WiFi passwords, BMC credentials, Samba
passwords). Today these sit in plain text in the repo. For a multi-site
deployment, treat them as per-site secrets:
- Keep `config/sites/<sitename>.secrets.yaml` out of git (gitignore).
- Distribute via secure channel (1Password, Vault, etc.) when standing up
a new site.
- The `eMxInfo.txt` precedent (see `feedback_emxinfo_secret.md`) is a good
template: never commit, document where the canonical copy lives.