The Practice of System and Network Administration / Edition 2

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Overview

The first edition of The Practice of System and Network Administration introduced a generation of system and network administrators to a modern IT methodology. Whether you use Linux, Unix, or Windows, this newly revised edition describes the essential practices previously handed down only from mentor to protégé. This wonderfully lucid, often funny cornucopia of information introduces beginners to advanced frameworks valuable for their entire career, yet is structured to help even the most advanced experts through difficult projects.

The book's four major sections build your knowledge with the foundational elements of system administration. These sections guide you through better techniques for upgrades and change management, catalog best practices for IT services, and explore various management topics. Chapters are divided into The Basics and The Icing. When you get the Basics right it makes every other aspect of the job easier--such as automating the right things first. The Icing sections contain all the powerful things that can be done on top of the basics to wow customers and managers.

Inside, you'll find advice on topics such as
-The key elements your networks and systems need in order to make all other services run better
-Building and running reliable, scalable services, including web, storage, email, printing, and remote access -Creating and enforcing security policies
-Upgrading multiple hosts at one time without creating havoc
-Planning for and performing flawless scheduled maintenance windows
-Managing superior helpdesks and customer care
-Avoiding the "temporary fix" trap
-Building data centers that improve server uptime
-Designing networks for speed and reliability
-Web scaling and security issues
-Why building a backup system isn't about backups
-Monitoring what you have and predicting what you will need
-How technically oriented workers can maintain their job's technical focus (and avoid an unwanted management role)
-Technical management issues, including morale, organization building, coaching, and maintaining positive visibility
-Personal skill techniques, including secrets for getting more done each day, ethical dilemmas, managing your boss, and loving your job
-System administration salary negotiation
It's no wonder the first edition received Usenix SAGE's 2005 Outstanding Achievement Award!

This eagerly anticipated second edition updates this time-proven classic:
-Chapters reordered for easier navigation
-Thousands of updates and clarifications based on reader feedback
-Plus three entirely new chapters: Web Services, Data Storage, and Documentation
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Editorial Reviews

Jack Woehr
Despite sporting a title that sounds about as interesting as The Longest Checkers Games I Ever Saw, Thomas Limoncelli and Christine Hogan's The Practice of System and Network Administration is an exceptionally valuable book.

This book assumes you have the technical skills already. Now the authors are going to teach you how to use those technical skills, with an emphasis on reality bites. This makes for an entertaining read, as we are introduced to the Rioting Mob enterprise-wide desktop upgrade, the rule of No Changes On Friday, the value of Visible Presence the Next Day, rules for Shredding, and the heartburn of Dealing with Printer Abuse. And how could we have survived until now without knowing why data centers install their Power Down Units upside down?

So you don't get the wrong impression, this is not a book of humor. Nor, overall, is the book funny or witty. Ironic perhaps; this is a technical book for technical people, but when you're an administrator, the problem is always in the wetware, and let's face it, people are pretty funny. So it's no coincidence that the phrase "social engineering" recurs in the book like a leitmotif.

The greatest value of the book is Limoncelli and Hogan's breathtakingly comprehensive view of the playing field of system and network administration. They see how the puzzle pieces fit, from the cloud down to hand-holding with the end user. They are equally familiar with network security issues, fire suppression, rack mounts, and unmanageable management goals.

Some readers' favorite chapter might be the last, Chapter 31, "Firing System Administrators," a topic wherein end users and managers find much common ground, but that's probably not fair to administrators. I know, because I administer the Suns at work while my pal Paul administers the Linux and Windows boxes. Paul is a much better administrator: Although perhaps I understand the machines and software better than he does, he is more humane than I am. So are the authors of this book, who among their other hats wear one called Social Director and one called Mr. Break Time, both of whom flow with enough of the milk of human kindness to bear with the team member known as The Martyr.

What The Practice of System and Network Administration is really about is administering machines for people. Four of the authors' goals Simplicity, Clarity, Generality, and Automation are extensively applied to a wealth of technical problems, but woven through the treatment is their fifth goal - Communication.

Nonetheless, The Practice of System and Network Administration is not a feel-good book. It's a technical book of the first caliber, one properly scoped, carried out with first-rate writing, skillfully edited, well-designed, attractively bound, and typeset cleanly in LaTex style. Recommended reading for advanced administrators and those who would be if they could.
ercb.com

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Product Details

  • ISBN-13: 9780321492661
  • Publisher: Addison-Wesley
  • Publication date: 7/6/2007
  • Edition description: New Edition
  • Edition number: 2
  • Pages: 1011
  • Sales rank: 272,195
  • Product dimensions: 6.98 (w) x 9.07 (h) x 2.04 (d)

Meet the Author

Thomas A. Limoncelli is a noted system and network administrator employed at Google. He speaks at conferences worldwide on a variety of topics.

Christina J. Hogan has more than ten years' system administration experience. She now works at the BMW Sauber F1 team as an aerodynamicist.

Strata R. Chalup is a twenty-year veteran of system administration and technical project management. She is the founder of Virtual.Net, Inc.

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Read an Excerpt

Appendix B: What to Do When...

In this appendix we pull together the various elements from the rest of the book to show you how they can be used to deal with everyday situations or solve common questions SAs and managers often have.

B.1 I'm Building a Site from Scratch

  • Think about the organizational structure you need—Chapter 25.
  • Plan your namespaces carefully—Chapter 6.
  • Build a rock-solid data center—Chapter 17.
  • Build a rock-solid network—Chapter 18.
  • Build services that will scale—Chapter 3.
  • Build a software depot, or at least plan a small directory hierarchy that can gro into a soft are depot—Chapter 23.
  • Establish your initial core application services:
    • email—Chapter 19
    • DNS,DHCP—Section 1.1.3
    • .le service,backups—Chapter 21
    • printing—Chapter 20
    • remote access—Chapter 22

B.2 My Small Site Is Growing

  • Have you grown to the point that you need a helpdesk?—Chapter 15.
  • Have you grown to the point that you need a network operations center dedicated to monitoring—Chapter 24 —and coordinating network operations?
  • Think about your organization and whom you need to hire—Chapter 25.
  • Make sure you are monitoring services for capacity as well as availability so that you can predict when to scale them—Chapter 24.
  • Be ready for an influx of new employees—See B.19,B.20,B.21.

B.3 My Large Site Is Going Global

  • Design your WAN architecture—Chapter 18.
  • Make sure your helpdesk really is 24 ×7. Look at ways to leverage SAs in other time zones—Chapter 15.
  • Architect services to take account of long-distance links (usually lower bandwidth and less reliable)—Chapter 3.
  • Qualify applications for use over high-latency links—Section 3.1.2.

B.4 Services Are Being Replaced

  • Be conscious of the process—Chapter 11.
  • Manage your DHCP lease times to aide the transition—Section 1.1.4.
  • Don't hardcode server names into configurations, hardcode aliases that move with the service—Section 3.1.6.
  • Manage your DNS time-to-live values to switch to new servers—Section 13.2.1.

B.5 Moving a Data Center

  • You need to have a scheduled maintenance window, unless everything is fully redundant and you can move one half of a redundant pair and then the other—Chapter 12.
  • Make sure the new data center is properly designed—Chapter 17.
  • Back up every file system of any machine before it is moved.
  • Perform a "firedrill" on your data backup system —Section 21.2.1.
  • Develop test cases before you move and test, test, test everything after the move is complete—Chapter 11.

B.6 Lots of People Are Moving Their Office

  • Work with facilities to allocate just one "move day" each week.
  • Establish a procedure and a form that will get you all the information you need about each person who is moving (what equipment they have, how many network connections, telephone connections, special needs). Have SAs check out nonstandard equipment in advance and make notes.
  • Connect and test network connections ahead of time.
  • Have customers power down their machines before the move and put all cables, mice, keyboards, and other bits that might get lost into a marked box.
  • Brainstorm all the ways that some of the work can be done by the people moving. Be careful to assess their skill level—maybe certain people shouldn't do anything themselves.
  • Have a moving company actually move the equipment and have a designated SA move team do the unpacking, reconnecting, and testing. Take care in selecting the movers—there are some good companies out there, but there are also a lot of bad ones.
  • Train the helpdesk to check with customers who report problems to see if they have just moved and didn't have the problem before the move; then, pass those requests to the move team rather than the usual escalation path.
  • Formalizing the process, limiting it to one day a week, doing the prepwork, and having a move team makes it go more smoothly with less downtime for the customers and less move-related problems for the SAs to check out....
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Table of Contents

Preface xxv Acknowledgments xxxv About the Authors xxxviiPart I: Getting Started 1Chapter 1: What to Do When . . . 3
Chapter 2: Climb Out of the Hole 27Part II: Foundation Elements 39Chapter 3: Workstations 41
Chapter 4: Servers 69
Chapter 5: Services 95
Chapter 6: Data Centers 129
Chapter 7: Networks 187
Chapter 8: Namespaces 223
Chapter 9: Documentation 241
Chapter 10: Disaster Recovery and Data Integrity 261
Chapter 11: Security Policy 271
Chapter 12: Ethics 323
Chapter 13: Helpdesks 343
Chapter 14: Customer Care 363Part III: Change Processes 389Chapter 15: Debugging 391
Chapter 16: Fixing Things Once 405
Chapter 17: Change Management 415
Chapter 18: Server Upgrades 435
Chapter 19: Service Conversions 457
Chapter 20: Maintenance Windows 473
Chapter 21: Centralization and Decentralization 501Part IV: Providing Services 521Chapter 22: Service Monitoring 523
Chapter 23: Email Service 543
Chapter 24: Print Service 565
Chapter 25: Data Storage 583
Chapter 26: Backup and Restore 619
Chapter 27: Remote Access Service 653
Chapter 28: Software Depot Service 667
Chapter 29: Web Services 689Part V: Management Practices 725Chapter 30: Organizational Structures 727
Chapter 31: Perception and Visibility 751
Chapter 32: Being Happy 777
Chapter 33: A Guide for Technical Managers 819
Chapter 34: A Guide for Nontechnical Managers 853
Chapter 35: Hiring System Administrators 871
Chapter 36: Firing System Administrators 899
Epilogue 909Appendixes 911Appendix A: The Many Roles of a System Administrator 913
Appendix B: Acronyms 939Bibliography 945
Index 955

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Preface

The goal of this book is to write down all the things that we've learned from our mentors and our real-world experiences. These are the things that are beyond what the manuals and the usual system administration books teach. System administrators (SAs) often find themselves swamped with work, struggling to keep the site running, and faced with requests for new technologies from their customers. Servers are overloaded or unreliable, but fixing the problem requires weeks of planning and painstakingly untangling a mess of services so that they can be moved to new machines. Hidden dependencies are lurking around every corner, and getting bitten by one can be catastrophic. In the meantime, repetitive day-to-day tasks still need to be done. The challenges seem insurmountable.

Most sites grow organically, with little thought given to the big picture as each little change is implemented. Haphazardly, SAs learn about the fundamentals of good site design and support practices. They are taught by mentors, if at all, about the importance of simplicity, clarity, generality, automation, communication, and doing the basics first. These six principles are recurring themes in this book.

  • Simplicity means that the smallest solution that solves the entire problem is the best solution. It keeps the systems easy to understand and reduces complex interactions between components that can cause debugging nightmares.
  • Clarity means that the solution is not convoluted. It can be easily explained to someone on the project or even outside the project. Clarity makes it easier to change the system, as well as to maintain and debug it.
  • Generality means that the solution solves many problems at once. Sometimes the most general solution is the simplest. It also means using vendor-independent open standard protocols that make systems more exible and make it easier to link software packages together for better services.
  • Automation is critical. Manual processes cannot be repeated accurately nor do they scale as well as automated processes. Automation is key to easing the system administration burden, and it eliminates tedious repetitive tasks and gives SAs more time to improve services.
  • Communication between the right people can solve more problems than hardware or software. You need to communicate well with other SAs and with your customers. It is your responsibility to initiate communication. Communication ensures that everyone is working toward the same goals. Lack of communication leaves people concerned and annoyed. Communication also includes documentation: document customers needs to make sure you agree on them, document design decisions you make, document maintenance procedures. Documentation makes systems easier to maintain and upgrade. Good communication and proper documentation also make it easier to hand off projects and maintenance when you leave or take on a new role.
  • Doing the basics first means that you build the site on strong foundations by identifying and solving the basic problems before trying to attack more advanced ones. Doing the basics first makes adding advanced features considerably easier, and it makes services more robust. A good basic infrastructure can be repeatedly leveraged to improve the site with relatively little effort. Sometimes we see SAs at other sites making a huge effort to solve a problem that wouldn't exist, or would be a simple enhancement, if the site had a basic infrastructure in place. This book will help you identify what the basics are and show you how the other five principles apply. Each chapter looks at the basics of a given area. Get the fundamentals right, and everything else will fall into place.

These principles are universal. They apply at all levels of the system. They apply to physical networks and to computer hardware. They apply to all operating systems running at the site, all protocols used, all software, and all services provided. They apply at universities, non-profit institutions, government sites, businesses, and Internet service sites.

What Is an SA?

It's difficult to define what a system administrator is. Every company calls SAs something different. Sometimes they are called network administrators, system architects, or operators. Maybe the name isn't important a rose by any other name . . .

Explaining What System Administration Entails
It's difficult to define system administration, but trying to explain it to a nontechnical person is even more difficult, especially if that person is your mom. Moms have the right to know how their offspring are paying their rent. A friend of Christine's always had trouble explaining to his mother what he did for a living and ended up giving a different answer every time she asked. Therefore she kept repeating the question every couple of months, waiting for an answer that would be meaningful to her. Then he started working for WebTV. When the product became available, he bought one for his Mom. From then on, he told her that he made sure that her WebTV service was working and was as fast as possible. She was very happy that she could now show her friends something and say, "That's what my son does!"

System administrators do many things. They look after computers, networks, and the people who use them. An SA may look after hardware, operating systems, software, configurations, applications, or security. A system administrator is someone who influences how effectively other people can use their computers and networks.

System Administration Matters

System administration matters because computers and networks matter. Computers are a lot more important than they were years ago. What happened?

First of all, the technology has changed. Corporate computers used to be independent, now they are connected. Business processes used to have a component that involved using a computer, now entire processes are done online and come to a halt if any part of the system is broken.

The widespread use of the Internet, intranets, and the move to a dot com world has redefined the way companies depend on computers. The Internet is a 24 x 7 operation, and sloppy operations can no longer be tolerated. A paper purchase order can be processed any time, anywhere; therefore there is an expectation that the computer system that automates the process will be available all the time, from anywhere. Nightly maintenance windows have become an unheard of luxury. That unreliable power system in the machine room that caused occasional but bearable problems now prevents sales from being recorded.

The biggest change, however, is due to CEOs putting a new importance on computing. In business, nothing is important unless the CEO feels it is important. The CEO controls funding and sets priorities. Now CEOs have become dependent on email. They notice when an outage or an overloaded system slows down their email. The massive preparations for Y2K also brought home to CEOs how dependent their organizations have become on computers.

We use the term chief executive officer (CEO) loosely to mean the top person in an organization. Educational institutions have CEOs, they're just referred to as president, provost, proctor, or head. Governments have CEOs they're just referred to as mayor, governor, Prime Minister, leader, or President.

Management now has a more realistic view of computers. Previously people had unrealistic ideas of what computers could do; seeing them as portrayed in film: big, all-knowing, self-sufficient, miracle machines. This has changed. Even the need for SAs is now portrayed in films. In 1993, Jurassic Park (Crichton 1993) was the first mainstream movie to portray computers as needing system administration, leading to a better public understanding of what it is.

Computers matter more than ever. If computers are to work and work well, then system administration matters. We matter.

About the Book

This book was born from our experiences as SAs in a variety of companies. We have helped sites to grow. We have worked at small start-ups and universities, where lack of funding was an issue. We have worked at mid-size and large multinationals, where mergers and spin-offs give rise to more challenges. We ve worked at fast-paced companies that do business on the Internet and have high-availability, high-performance, and rapid scaling issues. On the surface, these are very different environments with diverse challenges. But underneath, they all need the same building blocks, and the same fundamental principles apply.

This book gives you a framework a way of thinking about system administration problems rather than a narrow how-to solution to a particular problem. Given a solid framework, you can solve problems every time they appear, no matter what operating system (OS), brand of computer, or type of environment. This book is unique because it looks at system administration from this point of view, whereas most books for SAs focus on how to maintain one particular type of OS. With experience, however, all SAs learn that the big-picture problems and solutions are largely independent of the platform. This book will change the way you approach your work as an SA and the way you view the site you maintain.

The principles in this book apply to all environments. The approaches described may need to be scaled up or down, depending on your environment, but the basic principles still apply. In chapters where we felt that how to apply the information to other environments might not be obvious, we have included a section that illustrates how to apply the principles at different companies.

This book is not about how to configure or debug a particular OS. It will not tell you how to recover the shared libraries or DLLs when someone accidentally moves them. There are some excellent books that do cover those topics, and we will refer you to many of them throughout the book. What we will discuss here are the principles of good system administration, both basic and advanced, that we have learned through our own and others experiences. These principles apply to all OSs. Following them well can make your life a lot easier. If you improve the way you approach problems, the benefit will be multiplied. Get the fundamentals right, and everything else falls into place. If they aren't done well, you will waste time repeatedly fixing the same things, and your customers2 will be unhappy because they can't work effectively with broken machines.

2Throughout the book we refer to the end-user of our systems as customers rather than users. A detailed explanation of why we do this is in Section 26.1.2.

We believe that SAs of all levels will benefit from reading this book. It gives junior SAs insight into the bigger picture of how sites work, their roles in the organizations, and how their careers can progress. Intermediate SAs will learn how to approach more complex problems and how to improve the sites, making their jobs easier and more interesting and their customers happier. It will help you to understand what is behind your day-to-day work, to learn the things that you can do now to save time in the future, to decide policy, to be architects and designers, to plan far into the future, to negotiate with vendors, and to interface with management. These are the things that concern senior SAs. None of them are listed in an OS's manual. Even senior SAs and systems architects can learn from our experiences and the experiences of our colleagues that are captured in these pages, as we have learned from each other in writing this book. We also cover several management topics, both for SA managers and for SAs who aspire to move into management.

The easiest way to learn usually is by example, particularly in the case of practical areas like system administration. Throughout the book, we use examples to illustrate the points we are making. The examples are mostly from medium or large sites, where scale adds its own problems. Typically, the examples are generic rather than specific to a particular OS, although some are OS-specific, usually Unix or Windows. One of the strongest motivations we had for writing this book is the understanding that the problems SAs face are the same across all OSs. A new OS that is significantly different from what we are used to can seem like a black box, a nuisance, or even a threat. However, despite the unfamiliar interface, as we get used to the new technology, eventually we realize that we face the same set of problems in deploying, scaling, and maintaining the new OS. Recognizing that fact, knowing what problems need solving, and understanding how to approach the solutions by building on experience with other OSs let us master the new challenges more easily.

We want this book to be something that changes your career. We want you to become so successful that if you see us on the street you'll give us a great big hug.

Organization

This book has four major parts:

  • Part I, The Principles, discusses the most basic issues SAs deal with, but we view them from the perspective of the frameworks that will lead you to doing them well.
  • Part II, The Processes, deals with change and the frameworks for making changes in ways that ensure success.
  • Part III, The Practices, collects our thoughts on what makes a great system, a great email service, a great print service, a great helpdesk, and so on.
  • Part IV, Management, comes next. Don't be afraid--it won't bite you. Actually, it will bite you, and we want you to be prepared. This part should help you understand your organization, your customers, yourself, and your managers. It ends with an exciting chapter on how to fire other SAs a very delicate situation indeed.

The book ends with several appendices.

  • Appendix A discusses the roles that you and others play. It's a catalog of the various people we've met or worked with and the value they bring to an organization.
  • Appendix B connects the dots. It covers many situations you may experience and points you to the various places in the book that should be helpful. Please don't look at it now because you may find it so interesting that you won't return to finish reading this preface.
  • Appendix C contains a list of acronyms used in the text.

Each chapter discusses a different topic, and the topics vary from the technical to the nontechnical. If one chapter doesn't apply to you, feel free to skip it. The chapters are linked to each other, so you may find yourself returning to a chapter that you previously thought was boring. We won't be offended.

There are two halves to each chapter: The Basics and The Icing. The Basics discusses the essentials that you just plain have to get right. Skipping any of these items will simply create more work for you in the future. Consider them investments that pay off in efficiency later on. The Icing deals with the cool things that you can do to be spectacular. Don't spend your time with these things until you are done with The Basics. We have made an attempt to drive the points home through anecdotes and case studies from personal experience. We hope that this makes the advice here more real for you. Never trust salespeople who don't use their own products.

What's Next?

Each chapter stands on its own. Feel free to jump around. However, we have carefully ordered the chapters so that they make the most sense if you read the book from start to finish. Either way, we hope you enjoy the book. We have learned a lot and had a lot of fun writing it. Let's begin.

Thomas A. Limoncelli
Lumeta Corporation
tom@limoncelli.org

Christine Hogan
Independent Consultant
chogan@chogan.com

P.S. Books, like software, always have bugs. We intend to maintain a list of updates to this book on its web site: http://www.awl.com/cseng/titles/0-201-70271-1 or our web site, http://www.EverythingSysAdmin.com. Please visit!

0201702711P08082001

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