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To create a Grid, you first create a Grid Master, and then add members. Although the Grid Master can be a single appliance (a "single master"), a more resilient design is to use an HA pair (an "HA master") to provide hardware redundancy. For information about HA pairs, see About HA Pairs. The basic procedure for forming two appliances into an HA master is shown in the  Initially the Initially Configuring a Pair of Appliances as a Grid Master figure. You can create a Grid Master in either IPv4, IPv6, or dual mode (IPv4 and IPv6). An IPv4 Grid Master uses IPv4 as the Grid communication protocol, so it supports IPv4 and dual mode Grid members. An IPv6 Grid Master uses IPv6 as the Grid communication protocol, so it supports IPv6 and dual mode Grid members. A dual mode Grid Master supports IPv4, IPv6, and dual mode Grid members. You can set either IPv4 or IPv6 as the communication protocol. All Infoblox hardware platforms, except for appliances with a 50 GB disk, support configuration as a Grid Master or Grid Master candidate. For information about which vNIOS appliance supports configuration as a Grid Master, see vNIOS Appliances.

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The Grid Setup Wizard simplifies configuring a Grid. You can use it to configure an HA or single Grid Master as explained in the following sections and to join appliances to a Grid. :

Child pages (Children Display)

The Grid Setup Wizard appears when you first log in to the appliance. After that, you can access it at any time as follows:

  1. On the Grid tab, select the Grid Manager tab -> Members tab.

  2. Expand the Toolbar and select Grid Properties -> Setup (Grid Setup Wizard).

Creating an HA Grid Master

To create a Grid, you first create a Grid Master and then add members. Although you can define a single appliance as a Grid Master, using an HA pair provides hardware redundancy for this vital component of a Grid. You can create an HA Master in either IPv4, IPv6, or in dual mode. An IPv4 HA Master uses IPv4 as the communication protocol between the two nodes and for Grid communication. An IPv6 HA pair uses IPv6 as the communication protocol between the two nodes and for Grid communication. But in a dual mode HA pair, you can select either IPv4 or IPv6 as the communication protocol between the two nodes and for Grid communication. The following procedure explains how to put two NIOS appliances on the network and use the Grid Setup Wizard to configure them as Nodes 1 and 2 to form an HA Grid Master. For information about which vNIOS appliance supports configuration as an HA Grid Master, see vNIOS Appliances.

Configuring the Connecting Switch

To ensure that VRRP (Virtual Router Redundancy Protocol) works properly, configure the following settings at the port level for all the connecting switch ports (HA, LAN1, and LAN2):

  • Spanning Tree Protocol: Disable this or enable this with Portfast. For vendor specific information, search for "HA" in the Infoblox Knowledge Base system at https://support.infoblox.com.

  • Trunking: Disable.

    Note that if VLAN tagging is enabled on an Infoblox HA appliance, you must enable trunking at the port level.
    EtherChannel: Disable.

  • IGMP Snooping: Disable.

  • DHCP Snooping: Disable or Enable Trust Interface.

    Note that you must disable DHCP Snooping to successfully run DHCP services on the Grid. For more information about DHCP services, see About Infoblox DHCP Services.

  • Port Channeling: Disable.

  • Speed and Duplex settings: Match these settings on both the Infoblox appliance and switch.

  • Disable other dynamic and proprietary protocols that might interrupt the forwarding of packets.

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Note

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Placing Both Appliances on the Network

  1. Connect the power cable from each NIOS appliance to a power source and turn on the power. If possible, connect the appliances to separate power circuits. If one power circuit fails, the other might still be operative.

  2. Connect Ethernet cables from the LAN1 port and the HA port on each appliance to a switch on the network.

  3. Use the LCD on one appliance or make a console connection to it and configure the network settings of its LAN1 port so that it is on the local subnet and you can reach it on the network. LCD supports only IPv4 addressing and not IPv6 addressing. You can configure IPv6 address for the appliance through CLI or GUI. IPv4 addressing is supported on the LCD; ensure that you have the correct network address values before configuration of the appliance.

    Note that for details about using the LCD and console, refer to the installation guide that shipped with your product.

  4. Similarly, configure the LAN1 port on the other appliance so that it is in the same subnet as the first appliance.

  5. Connect your management system to the network so that it can reach the IP addresses of the LAN1 ports on both appliances.

 HA Master – Node 1

  1. On your management system, open a browser window, and connect to https://ip_addr, where ip_addr is the IP address of the LAN1 port on Node 1. IPv4 and IPv6 values are valid, based on the LAN1 port configuration.

  2. Log in using the default username and password: admin and infoblox. For detailed information about logging in to the GUI, see Logging on to the NIOS UI.

  3. Read the Infoblox End-User License Agreement (EULA), and then click I Accept.
    Note that if you want to view the privacy policy of Infoblox, then on the EULA screen, click Infoblox Privacy Policy. Grid Manager displays the policy on a new browser tab.

  4. Click OK. The Grid Setup wizard appears. 

  5. On the first screen, select Configure a Grid Master and click Next.

  6. On the next screen, specify the Grid properties and click Next:

    • Grid Name: Enter a text string that the two appliances use to authenticate each other when establishing a VPN tunnel between them. The default Grid name is Infoblox.

    • Shared Secret: Enter a text string that both appliances use as a shared secret to authenticate each other when establishing a VPN tunnel between them. The default shared secret is test.

    • Confirm Shared Secret: Enter the shared secret again.

    • Hostname: Enter a valid domain name for the appliance.

    • Type of Network Connectivity: Select the type of network connectivity from the drop-down list:

      • IPv4 and IPv6: Select this to configure a dual mode HA Master.

      • IPv4: Select this to configure an IPv4 HA Master.

      • IPv6: Select this to configure an IPv6 HA Master.

    • Is the Grid Master an HA pair?: Select Yes.

      • Send HA and Grid Communication over: This field is displayed only when you are configuring a dual mode HA pair. Select either IPv4 or IPv6 as the communication protocol for VRRP advertisements.

      Notes

      • Infoblox recommends that you back up the configuration after you convert a Grid to a different mode.

      • Restoring the old backup by performing a forced restore, may prevent the Grid members from rejoining the Grid Master after the restore.

  7. On the next screen, specify the network properties and click Next:

    • Virtual Router ID: Enter the VRID (virtual router ID). This must be a unique VRID number—from 1 to 255—for this subnet.

    • Ports and Addresses: This table lists the network interfaces based on the type of network connectivity of the HA Master.
      For IPv4 HA Master, specify the network information for VIP (IPv4), Node1 HA (IPv4), Node2 HA (IPv4), Node1 LAN1 (IPv4), and Node2 LAN1 (IPv4) interfaces.
      For IPv6 HA Master, specify the network information for VIP (IPv6), Node1 LAN1 (IPv6), and Node2 LAN1 (IPv6) interfaces.
      For a dual mode HA Master, if you select IPv4 in the Send HA and Grid Communication over field, specify the network information for the following interfaces: VIP (IPv4), Node1 HA (IPv4), Node1 LAN1 (IPv4), Node2 HA (IPv4), Node2 LAN1 (IPv4), VIP (IPv6), Node1 LAN1 (IPv6), and Node2 LAN1 (IPv6) interfaces.
      For a dual mode HA Master, if you select IPv6 in the Send HA and Grid Communication over field, specify the network information for the following interfaces: VIP (IPv4), Node1 LAN1 (IPv4), Node2 LAN1 (IPv4), VIP (IPv6), Node1 LAN1 (IPv6), and Node2 LAN1 (IPv6) interfaces.
      Enter correct information for the following by clicking the field:

      • Interface: Displays the name of the interface. You cannot modify this.

      • Address: Type the IPv4 or IPv6 address depending on the type of interface.

      • Subnet Mask (IPv4) or Prefix Length (IPv6): Specify an appropriate subnet mask for IPv4 address or prefix length for IPv6 address. The prefix length ranges from 2 to 127.

      • Gateway: Type the IPv4 or IPv6 address of the default gateway depending on the type of interface. For the IPv6 interface, you can also type Automatic to enable the appliance to acquire the IPv6 address of the default gateway and the link MTU from router advertisements.

        Note
        You can now define a link-local address as the default IPv6 gateway and isolate the LAN segment so that the local router can provide global addressing and access to the network and Internet. This is supported for both LAN1, LAN2, and VLAN interfaces, as well as LAN1, LAN2, VLAN in the failover mode. However, the link-local address does not support the following:

        • IPv6 link local gateway for the MGMT interface.

        • IPv6 link local is not supported for addresses. It supported only for gateways.

      • VLAN Tag: For a VLAN, enter the VLAN tag or ID. You can enter a number from 1 to 4094. Ensure that you configure the corresponding switch accordingly.

      • Port Settings: From the drop-down list, choose the connection speed that you want the port to use. You can also choose the duplex setting. Choose Full for concurrent bidirectional data transmission or Half for data transmission in one direction at a time. Select Automatic to instruct the NIOS appliance to negotiate the optimum port connection type (full or half duplex) and speed with the connecting switch automatically. This is the default setting. You cannot configure port settings for vNIOS appliances.

  8. Optionally, enter a new password and click Next. The password must be a single string (no spaces) that is at least four characters long.

  9. Select the time zone of the Grid Master and indicate whether the Grid Master synchronizes its time with an NTP (Network Time Protocol) server.

    • If you choose to enable NTP, click the Add icon and enter the IP address of an NTP server. Entries may be an IPv4 or IPv6 address. You can enter IP addresses for multiple NTP servers.

    • If you choose to disable NTP, set the date and time for the appliance.

    • Click Next.

  10. The last screen displays the settings you specified in the previous panels of the wizard. Verify that the information is correct and click Finish. The application restarts after you click Finish.
    Note that the Grid Setup Wizard provides options such as not changing the default password and manually entering the time and date. However, changing the password and using an NTP server improves security and accuracy (respectively), and so these choices are presented here.

    Record and retain this information in a safe place. If you forget the shared secret, you need to contact Infoblox Technical Support for help. When you add an appliance to the Grid, you must configure it with the same Grid name, shared secret, and VPN port number that you configure on the Grid Master.

  11. Close the management window. The configuration for Node 1 is complete.

HA Master – Node 2

  1. On your management system, open a new browser window, and connect to https://ip_addr, where ip_addr is the IP address of the LAN1 port on Node 2. IPv4 or IPv6 values are valid.
    When you enter an IPv6 address, enclose the address in square brackets (as in https://[ip_addr] or https://[2001:db8::256:ABCD:EF12:34:1].

  2. Log in using the default username and password admin and infoblox.

  3. Read the Infoblox End-User License Agreement (EULA), and then click I Accept.
    Note that if you want to view the privacy policy of Infoblox, then on the EULA screen, click Infoblox Privacy Policy. Grid Manager displays the policy on a new browser tab.

  4. Click OK. The Grid Setup wizard appears.

  5. On the first screen, select Join Existing Grid and click Next.

  6. On the next screen, specify the Grid properties and click Next.

    • Grid Name: Enter a text string that the two appliances use to authenticate each other when establishing a VPN tunnel between them. This must match the Grid name you entered for Node 1.

    • Grid Master's IP Address: Enter the same VIP you entered for Node 1.

    • Shared Secret: Enter a text string that both appliances use as a shared secret to authenticate each other when establishing a VPN tunnel between them. This must match your entry in Node 1.

  7. On the next screen verify the IP address settings of the member and click Next. 
    The last screen displays the settings you specified in the previous panels of the wizard.

  8. Verify that the information is correct and click Finish.
    The setup of the HA master is complete. From now on, when you make an HTTPS connection to the HA pair, use the VIP address.

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Creating a Single Grid Master

Although using an HA master is ideal because of the hardware redundancy it provides, you can also use a single appliance as the Grid Master. You can create a single Grid Master in either IPv4, IPv6, or dual mode (IPv4 and IPv6). Infoblox recommends frequent backups if the Grid Master is a single appliance, and there is no Master Candidate. For information about which vNIOS appliance supports configuration as a single Grid Master, see vNIOS Appliances.

Setting up an appliance as a single Grid Master is very easy. If the appliance has the DNSone package with the Grid upgrade, it is already a Grid Master. You simply need to define the network settings for its LAN1 port. The various procedures for defining the network settings for the LAN1 port of a single independent appliance apply here as well. Therefore, you can use any of the following procedures to define the network settings for the LAN1 port of the appliance that you want to make a single Grid Master:

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  1. Wizard

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Using the Setup Wizard

To create a single Grid Master using the Grid Setup Wizard, complete the following:

  1. Connect the power cable from the NIOS appliance to a power source and turn on the power.

  2. Connect an Ethernet cable from the LAN1 port on the appliance to a switch on the network.

  3.  If you have not changed the default IP address (192.168.1.2/24) of the LAN1 port through the LCD or CLI—and the subnet to which you connect the appliance does not happen to be 192.168.1.0/24—put your management system in the 192.168.1.0/24 subnet and connect an Ethernet cable between your management system and the NIOS appliance.

  4. Open a web browser and make an HTTPS connection to the IP address of the LAN1 port. To reach the default IP address, enter: *https://192.168.1.2* .
    Several certificate warnings appear during the login process. This is normal because the preloaded certificate is self-signed (and, therefore, is not in the trusted certificate stores in your browser) and has the host name www.infoblox.com, which does not match the destination IP address you entered in step 3. To stop the warning messages from occurring each time you log in to the GUI, you can generate a new self-signed certificate or import a third-party certificate with a common name that matches the FQDN (fully qualified domain name) of the appliance. For information about certificates, see Managing Certificates.

  5. Log in using the default username admin and password infoblox.

  6. Read the Infoblox End-User License Agreement, and then click I Accept. Note that if you want to view the privacy policy of Infoblox, then click Infoblox Privacy Policy. Grid Manager displays the policy on a new browser tab.

  7. Click OK. The Grid Setup Wizard appears. 

  8. On the first screen, select Configure a Grid Master and click Next.

  9. On the next screen, specify the Grid properties and click Next:

    • Grid Name: Enter a text string that the Grid Master and appliances joining the Grid use to authenticate each other when establishing a VPN tunnel between them. The default Grid name is Infoblox.

    • Shared Secret: Enter a text string that the Grid Master and appliances joining the Grid use as a shared secret to authenticate each other when establishing a VPN tunnel between them. The default shared secret is test.

    • Confirm Shared Secret: Enter the shared secret again.

    • Hostname: Enter a valid domain name for the appliance.

    • Type of Network Connectivity: Select the type of network connectivity for the Grid Master from the drop-down list:

      • IPv4 and IPv6: Select this to configure a dual mode Grid Master.

      • IPv4: Select this to configure an IPv4-only Grid Master.

      • IPv6: Select this to configure an IPv6-only Grid Master.

        Note:

        • Infoblox recommends that you back up the configuration after you convert a Grid to a different mode.

        • Restoring the old backup by performing a forced restore, may prevent the Grid members from rejoining the Grid Master after the restore.

    • Is the Grid Master an HA pair?: Select No.

  10. On the next screen, configure the network settings and click Next: 

    Ports and Addresses: This table lists the network interfaces based on the type of network connectivity of the Grid Master. For IPv4 Grid Master, specify the network information for LAN1 (IPv4) port and for IPv6 Grid Master, specify the network information for LAN1 (IPv6) port. For a dual mode Grid Master, specify the network information for both LAN1 (IPv4) and LAN1 (IPv6

    )

    .
    Enter correct information for the following by clicking the field:

    • Interface: Displays the name of the interface. You cannot modify this.

    • Address: Type the IPv4 or IPv6 address depending on the type of interface. An IPv6 address is a 128-bit number in colon hexadecimal notation. It consists of eight 16-bit groups of hexadecimal digits separated by colons (example: 2001:db8:0000:0123:4567:89ab:0000:cdef or 2001:db8::123:4567:89ab:0:cdef).

    • Subnet Mask (IPv4) or Prefix Length (IPv6): Specify an appropriate subnet mask for the IPv4 address or prefix length for the IPv6 address. The prefix length ranges from 2 to 127.

    • Gateway: Type the IPv4 or IPv6 address of the default gateway depending on the type of interface. For the IPv6 interface, you can also type Automatic to enable the appliance to acquire the IPv6 address of the default gateway and the link MTU from router advertisements.

      Note that you can now define a link-local address as the default IPv6 gateway and isolate the LAN segment, so the local router can provide global addressing and access to the network and Internet. For information about the link-local address limitations, see the Gateway field description in the HA Master – Node 1 section.

    • VLAN Tag: For a VLAN, enter the VLAN tag or ID. You can enter a number from 1 to 4094. Ensure that you configure the corresponding switch accordingly.

    • Port Settings: From the drop-down list, choose the connection speed that you want the port to use. You can also choose the duplex setting. Choose Full for concurrent bidirectional data transmission or Half for data transmission in one direction at a time. Select Automatic to instruct the NIOS appliance to negotiate the optimum port connection type (full or half duplex) and speed with the connecting switch automatically. This is the default setting. You cannot configure port settings for vNIOS appliances.

  11. Optionally, enter a new password and click Next. The password must be a single alphanumeric string (no spaces) that is at least four characters long. The password is case-sensitive.

  12. Select the time zone of the Grid Master and indicate whether the Grid Master synchronizes its time with an NTP (Network Time Protocol) server, and then click Next.

    • If you choose to enable NTP, click the Add icon and enter the IP address of an NTP server. Entries may be an IPv4 or IPv6 address. You can enter IP addresses for multiple NTP servers.

    • If you choose to disable NTP, set the date and time for the appliance.

  13. The last screen displays the settings you specified in the previous panels of the wizard. Verify that the information is correct and click Finish. The application restarts after you click Finish.

Note

Note

The Grid Setup wizard provides options such as not changing the default password and manually entering the time and date. However, changing the password and using an NTP server improves security and accuracy (respectively), and so these choices are presented here.

Record and retain this information in a safe place. If you forget the shared secret, you need to contact Infoblox Technical Support for help. When you add an appliance to the Grid, you must configure it with the same Grid name, shared secret, and VPN port number that you configure on the Grid Master.

The last screen of the setup wizard states that the changed settings require the appliance to restart. When you click Finish, the appliance restarts.

The setup of the single master is complete. From now on, when you make an HTTPS connection to the appliance, use its new IP address.

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