Automatic Data Center Node Bootstrapping via Metadata Framework

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Solution Overview

Problem

Manual bootstrapping of nodes in data centers is time-consuming, often taking weeks or months, and inefficient in terms of power and computing resources.

Innovation Solution

A management node utilizes a metadata framework to automatically bootstrap nodes by providing PXE instructions, loading a minimal operating system image into RAM, and executing the node installation service to generate configuration data, allowing nodes to request and load a full operating system image efficiently.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If manual bootstrapping is used to load operating systems on each node, then configuration accuracy can be ensured, but the time required increases to weeks or months

Engineering Contradiction:
Improveconfiguration accuracyVSAvoidbootstrapping time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The patent applies preliminary action by pre-configuring operating system images with necessary software packages and configuration data before deployment. The management node prepares bootstrapping information in advance, including OS images tailored to specific node types, which are then automatically deployed to multiple nodes simultaneously, eliminating the need for manual post-installation configuration

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent uses copying by creating and distributing standardized operating system image templates that can be replicated across multiple nodes. These pre-configured OS images contain all necessary software and settings, allowing automatic deployment to hundreds or thousands of nodes by simply copying the same configured image to each target node, ensuring consistency while dramatically reducing deployment time

Inventive Principle:
Principle #26Copying

2Reliability

If manual bootstrapping is performed on each node, then system reliability can be maintained, but power and computing resources are wasted

Engineering Contradiction:
Improvesystem reliabilityVSAvoidpower consumption
Core Design Contradiction:
ReliabilityVSUse of energy by moving object

Solution Approach 1:

The patent merges the bootstrapping operations of multiple nodes into a single coordinated process managed by one management node. Instead of each node independently undergoing manual bootstrapping (which wastes resources), the management node consolidates the bootstrapping information and deploys it simultaneously to multiple nodes, reducing redundant computational overhead and power consumption while maintaining system reliability through centralized control

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent implements self-service by enabling nodes to automatically bootstrap themselves using PXE instructions and pre-configured OS images provided by the management node. Nodes autonomously load operating systems into RAM and execute installation services without requiring manual intervention, reducing the computational resources and power needed compared to manual bootstrapping processes

Inventive Principle:
Principle #25Self-service

3Ease of operation

If full operating system images are loaded immediately, then node functionality is complete, but memory consumption increases

Engineering Contradiction:
Improvenode functionalityVSAvoidmemory consumption
Core Design Contradiction:
Ease of operationVSQuantity of substance

Solution Approach 1:

The patent segments the operating system deployment process into distinct phases: first loading only the minimal OS image into RAM for essential bootstrapping operations, then separately deploying additional software packages and configuration data to the node's persistent storage. This segmentation allows the system to achieve full functionality while managing memory consumption by loading only critical components into volatile memory at any given time

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11005973B2Automatic bootstrapping and dynamic configuration of data center nodes
Publication Date: 2021.05.11 VERIZON PATENT & LICENSING INC
  • US11005973B2 patent drawing
  • US11005973B2 patent drawing
  • US11005973B2 patent drawing

AI summary

A device can receive, from a node of a set of nodes, a dynamic host configuration protocol (DHCP) discovery request. The device can determine a DHCP offer based on metadata associated with the node. The device can transmit, to the node, pre-boot execution environment (PXE) instructions, which can cause the node to load a minimal operating system image and execute a node installation service. The device can receive, from the node installation service, a request for information associated with a node type. The device can provide the information associated with the node type to the node, causing the node to generate configuration data relating to the node type. The device can receive, from the node, a request for a full operating system image, which can be provided to the node and can support one or more capabilities included in the configuration data.