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  1. .. _installation:
  2. ============
  3. Installation
  4. ============
  5. This section contains instructions to install Salt. If you are setting up your
  6. environment for the first time, you should install a Salt master on
  7. a dedicated management server or VM, and then install a Salt minion on each
  8. system that you want to manage using Salt. For now you don't need to worry
  9. about your :ref:`architecture <architecture-overview>`, you can easily add
  10. components and modify your configuration later without needing to reinstall
  11. anything.
  12. The general installation process is as follows:
  13. 1. Install a Salt master using the instructions for your platform or by running
  14. the Salt bootstrap script. If you use the bootstrap script, be sure to
  15. include the ``-M`` option to install the Salt master.
  16. 2. Make sure that your Salt minions can :ref:`find the Salt master
  17. <master-dns>`.
  18. 3. Install the Salt minion on each system that you want to manage.
  19. 4. Accept the Salt :ref:`minion keys <using-salt-key>` after the Salt minion
  20. connects.
  21. After this, you should be able to run a simple command and receive salt version returns from
  22. all connected Salt minions.
  23. .. code-block:: bash
  24. salt '*' test.version
  25. Quick Install
  26. -------------
  27. On most distributions, you can set up a **Salt Minion** with the
  28. :ref:`Salt bootstrap <salt-bootstrap>`.
  29. Platform-specific Installation Instructions
  30. -------------------------------------------
  31. These guides go into detail how to install Salt on a given platform.
  32. .. toctree::
  33. :maxdepth: 1
  34. arch
  35. debian
  36. eos
  37. fedora
  38. freebsd
  39. gentoo
  40. openbsd
  41. osx
  42. rhel
  43. solaris
  44. ubuntu
  45. windows
  46. suse
  47. Initial Configuration
  48. ---------------------
  49. .. toctree::
  50. :maxdepth: 1
  51. ../../ref/configuration/index
  52. Additional Installation Guides
  53. ------------------------------
  54. .. toctree::
  55. :maxdepth: 1
  56. ../tutorials/salt_bootstrap
  57. ../tutorials/firewall
  58. ../tutorials/preseed_key
  59. ../tutorials/walkthrough_macosx
  60. ../tutorials/rooted
  61. ../tutorials/standalone_minion
  62. ../tutorials/quickstart
  63. Dependencies
  64. ------------
  65. Salt should run on any Unix-like platform so long as the dependencies are met.
  66. * `Python`_ - Python2 >= 2.7, Python3 >= 3.4
  67. * `msgpack-python`_ - High-performance message interchange format
  68. * `YAML`_ - Python YAML bindings
  69. * `Jinja2`_ - parsing Salt States (configurable in the master settings)
  70. * `MarkupSafe`_ - Implements a XML/HTML/XHTML Markup safe string for Python
  71. * `apache-libcloud`_ - Python lib for interacting with many of the popular
  72. cloud service providers using a unified API
  73. * `Requests`_ - HTTP library
  74. * `Tornado`_ - Web framework and asynchronous networking library
  75. * `futures`_ - Python2 only dependency. Backport of the concurrent.futures package from Python 3.2
  76. * ZeroMQ:
  77. * `ZeroMQ`_ >= 3.2.0
  78. * `pyzmq`_ >= 2.2.0 - ZeroMQ Python bindings
  79. * `PyCrypto`_ - The Python cryptography toolkit
  80. Salt defaults to the `ZeroMQ`_ transport. The ``--salt-transport`` installation
  81. option is available, but currently only supports the ``szeromq`` option. This
  82. may be expanded in the future.
  83. .. code-block:: bash
  84. python setup.py --salt-transport=zeromq install
  85. This way, only the required dependencies are pulled by the setup script if need
  86. be.
  87. If installing using pip, the ``--salt-transport`` install option can be
  88. provided like:
  89. .. code-block:: bash
  90. pip install --install-option="--salt-transport=zeromq" salt
  91. .. note::
  92. Salt does not bundle dependencies that are typically distributed as part of
  93. the base OS. If you have unmet dependencies and are using a custom or
  94. minimal installation, you might need to install some additional packages
  95. from your OS vendor.
  96. Optional Dependencies
  97. ---------------------
  98. * `mako`_ - an optional parser for Salt States (configurable in the master
  99. settings)
  100. * gcc - dynamic `Cython`_ module compiling
  101. .. _`Python`: http://python.org/download/
  102. .. _`ZeroMQ`: http://zeromq.org/
  103. .. _`pyzmq`: https://github.com/zeromq/pyzmq
  104. .. _`msgpack-python`: https://pypi.python.org/pypi/msgpack-python/
  105. .. _`M2Crypto`: https://gitlab.com/m2crypto/m2crypto
  106. .. _`PyCrypto`: https://www.dlitz.net/software/pycrypto/
  107. .. _`YAML`: http://pyyaml.org/
  108. .. _`Jinja2`: http://jinja.pocoo.org/
  109. .. _`MarkupSafe`: https://pypi.python.org/pypi/MarkupSafe
  110. .. _`mako`: http://www.makotemplates.org/
  111. .. _`Cython`: http://cython.org/
  112. .. _`apache-libcloud`: http://libcloud.apache.org
  113. .. _`Requests`: http://docs.python-requests.org/en/latest
  114. .. _`Tornado`: http://www.tornadoweb.org/en/stable/
  115. .. _`futures`: https://github.com/agronholm/pythonfutures
  116. Upgrading Salt
  117. --------------
  118. When upgrading Salt, the master(s) should always be upgraded first. Backward
  119. compatibility for minions running newer versions of salt than their masters is
  120. not guaranteed.
  121. Whenever possible, backward compatibility between new masters and old minions
  122. will be preserved. Generally, the only exception to this policy is in case of
  123. a security vulnerability.
  124. .. seealso::
  125. :ref:`Installing Salt for development <installing-for-development>` and
  126. contributing to the project.
  127. Building Packages using Salt Pack
  128. ---------------------------------
  129. Salt-pack is an open-source package builder for most commonly used Linux
  130. platforms, for example: Redhat/CentOS and Debian/Ubuntu families, utilizing
  131. SaltStack states and execution modules to build Salt and a specified set of
  132. dependencies, from which a platform specific repository can be built.
  133. https://github.com/saltstack/salt-pack