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Creating and Upgrading a Target SystemPeter Högfeldt2002-09-17Acreate_target.xml
When creating a system using Erlang/OTP, the simplest way is
to install Erlang/OTP somewhere, install the application-specific
code somewhere else, and then start the Erlang runtime system,
making sure the code path includes the application-specific code.
It is often not desirable to use an Erlang/OTP system as is. A
developer can create new Erlang/OTP-compliant applications for a
particular purpose, and several original Erlang/OTP applications
can be irrelevant for the purpose in question. Thus, there is a
need to be able to create a new system based on a given
Erlang/OTP system, where dispensable applications are removed
and new applications are included. Documentation and
source code is irrelevant and is therefore not included in the
new system.
This chapter is about creating such a system, which is called a
target system.
The following sections deal with target systems
with different requirements of functionality:
A basic target system that can be started by
calling the ordinary erl script.A simple target system where also code
replacement in runtime can be performed.An embedded target system where there is also
support for logging output from the system to file for later
inspection, and where the system can be started automatically
at boot time.
Here is only considered the case when Erlang/OTP is running on a
UNIX system.
The sasl application includes the example Erlang
module target_system.erl, which contains functions for
creating and installing a target system. This module is used in
the following examples. The source code of the module is listed
in
Listing of target_system.erl
Creating a Target System
It is assumed that you have a working Erlang/OTP system structured
according to the OTP design principles.
Step 1. Create a .rel file (see the
rel(4) manual page in
SASL), which specifies the ERTS version and lists
all applications that are to be included in the new basic target
system. An example is the following mysystem.rel file:
The listed applications are not only original Erlang/OTP
applications but possibly also new applications that you have
written (here exemplified by the application Pea (pea)).
Step 2. Start Erlang/OTP from the directory where
the mysystem.rel file resides:
Here also the path to the pea-1.0 ebin directory is
provided.
Step 3. Create the target system:
1> target_system:create("mysystem").
The function target_system:create/1 performs the
following:
Reads the file mysystem.rel and creates a new file
plain.rel that is identical to the former, except that it
only lists the Kernel and STDLIB applications.From the files mysystem.rel and plain.rel
creates the files mysystem.script,
mysystem.boot, plain.script, and
plain.boot through a call to
systools:make_script/2.
Creates the file mysystem.tar.gz by a call to
systools:make_tar/2. That file has the following
contents:
The file releases/FIRST/start.boot is a copy of our
mysystem.boot
The release resource file mysystem.rel is duplicated
in the tar file. Originally, this file was only stored in
the releases directory to make it possible
for the release_handler to extract this file
separately. After unpacking the tar
file, release_handler would automatically copy the
file to releases/FIRST. However, sometimes the tar
file is unpacked without involving
the release_handler (for example, when unpacking the
first target system). The file is therefore now instead
duplicated in the tar file so no manual copying is
needed.
Creates the temporary directory tmp and extracts
the tar file mysystem.tar.gz into that directory.Deletes the files erl and start from
tmp/erts-5.10.4/bin. These files are created again from
source when installing the release.Creates the directory tmp/bin.Copies the previously created file plain.boot to
tmp/bin/start.boot.Copies the files epmd, run_erl, and
to_erl from the directory tmp/erts-5.10.4/bin to
the directory tmp/bin.Creates the directory tmp/log, which is used
if the system is started as embedded with the bin/start
script.Creates the file tmp/releases/start_erl.data with
the contents "5.10.4 FIRST". This file is to be passed as data
file to the start_erl script.Recreates the file mysystem.tar.gz from the directories
in the directory tmp and removes tmp.Installing a Target System
Step 4. Install the created target system in a
suitable directory.
The function target_system:install/2 performs the following:
Extracts the tar file mysystem.tar.gz into the target
directory /usr/local/erl-target.In the target directory reads the file
releases/start_erl.data to find the Erlang runtime system
version ("5.10.4").Substitutes %FINAL_ROOTDIR% and %EMU% for
/usr/local/erl-target and beam, respectively, in
the files erl.src, start.src, and
start_erl.src of the target erts-5.10.4/bin
directory, and puts the resulting files erl,
start, and run_erl in the target bin
directory.Finally the target releases/RELEASES file is created
from data in the file releases/mysystem.rel.Starting a Target System
Now we have a target system that can be started in various ways.
We start it as a basic target system by invoking:
os> /usr/local/erl-target/bin/erl
Here only the Kernel and STDLIB applications are
started, that is, the system is started as an ordinary development
system. Only two files are needed for all this to work:
bin/erl (obtained from
erts-5.10.4/bin/erl.src)bin/start.boot (a copy of
plain.boot)
We can also start a distributed system (requires bin/epmd).
To start all applications specified in the original
mysystem.rel file, use flag -boot as follows:
We start a simple target system as above. The only
difference is that also the file releases/RELEASES is
present for code replacement in runtime to work.
To start an embedded target system, the shell script
bin/start is used. The script calls
bin/run_erl, which in turn calls bin/start_erl
(roughly, start_erl is an embedded variant of
erl).
The shell script start, which is generated from
erts-5.10.4/bin/start.src during installation, is only an
example. Edit it to suite your needs. Typically it is
executed when the UNIX system boots.
run_erl is a wrapper that provides logging of output from
the runtime system to file. It also provides a simple mechanism
for attaching to the Erlang shell (to_erl).
start_erl requires:
The root directory ("/usr/local/erl-target")The releases directory
("/usr/local/erl-target/releases"The location of the file start_erl.data
It performs the following:
Reads the runtime system version ("5.10.4") and
release version ("FIRST") from the file
start_erl.data.Starts the runtime system of the version found.Provides the flag -boot specifying the boot
file of the release version found
("releases/FIRST/start.boot").
start_erl also assumes that there is sys.config
in the release version directory ("releases/FIRST/sys.config").
That is the topic of the next section.
The start_erl shell script is normally not to be
altered by the user.
System Configuration Parameters
As was mentioned in the previous section, start_erl
requires a sys.config in the release version directory
("releases/FIRST/sys.config"). If there is no such
file, the system start fails. Such a file must therefore
also be added.
If you have system configuration data that is neither
file-location-dependent nor site-dependent, it can be convenient
to create sys.config early, so it becomes part of
the target system tar file created by
target_system:create/1. In fact, if you in the
current directory create not only the file mysystem.rel,
but also file sys.config, the latter file is tacitly
put in the appropriate directory.
However, it can also be convenient to replace variables in
within a sys.config on the target after unpacking but
before running the release. If you have a sys.config.src
it will be included and is not required to be a valid Erlang term
file like sys.config. Before running the release you must
have a valid sys.config in the same directory, so using
sys.config.src requires having some tool to populate what is
needed and write sys.config to disk before booting the release.
Differences From the Install Script
The previous install/2 procedure differs somewhat from that
of the ordinary Install shell script. In fact, create/1
makes the release package as complete as possible, and leave to the
install/2 procedure to finish by only considering
location-dependent files.
Creating the Next Version
In this example the Pea application has been changed, and
so are the applications ERTS, Kernel, STDLIB
and SASL.
Here "mysystem" is the base release and
"mysystem2" is the release to upgrade to.
The path option is used for pointing out the
old version of all applications. (The new versions are already
in the code path - assuming of course that the Erlang node on
which this is executed is running the correct version of
Erlang/OTP.)
Step 5. Create the new release:
2> target_system:create("mysystem2").
Given that the file relup generated in Step 4 is
now located in the current directory, it is automatically
included in the release package.
Upgrading the Target System
This part is done on the target node, and for this example we
want the node to be running as an embedded system with the
-heart option, allowing automatic restart of the node.
For more information, see
Starting a Target System.
We add -heart to bin/start:
#!/bin/sh
ROOTDIR=/usr/local/erl-target/
if [ -z "$RELDIR" ]
then
RELDIR=$ROOTDIR/releases
fi
START_ERL_DATA=${1:-$RELDIR/start_erl.data}
$ROOTDIR/bin/run_erl -daemon /tmp/ $ROOTDIR/log "exec $ROOTDIR/bin/start_erl $ROOTDIR\
$RELDIR $START_ERL_DATA -heart
We use the simplest possible sys.config, which we
store in releases/FIRST:
%% sys.config
[].
Finally, to prepare the upgrade, we must put the new
release package in the releases directory of the first
target system:
The above return value and output after the call to
release_handler:install_release/1 means that the
release_handler has restarted the node by using
heart. This is always done when the upgrade involves
a change of the applications ERTS, Kernel,
STDLIB, or SASL. For more information, see
Upgrade when Erlang/OTP has Changed.
Our new release, "SECOND", is now the current release, but we
can also see that our "FIRST" release is still permanent. This
means that if the node would be restarted now, it
would come up running the "FIRST" release again.