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Unit 5: Onboarding and trustLesson 5.3 (3 of 5 in this unit)23 of 27 in the Cisco SD-WAN course

Manual bootstrap and controller reachability

The order of steps to bootstrap a Catalyst 8000V by hand: controller mode, system block, transport and tunnel interface, root certificate and chassis number with token.

Intermediate · 12 min read

You'll learn to put the manual bootstrap steps for a virtual WAN Edge in order, say what each block of the configuration is for, and tell which step failed from what the router shows.

Technical definition

Manual bootstrap is the hand-entered minimum configuration that lets a WAN Edge reach its controllers, trust them and be trusted back: controller mode, a system block, a transport interface with a route, the root certificate and, for a virtual router, an activation command that carries a chassis number and token. The Manager sends the rest of the configuration afterwards.

A virtual branch with nothing configured

BR-01 is a Catalyst 8000V (a virtual router) just created in a lab. It has an interface in a transport network and nothing else. The Manager (formerly vManage) already lists a placeholder for it but cannot reach it. The steps below are a procedure to carry out on a lab or your own device: this site does not run them, and the output further down is written for the lesson, not captured.

The order of the steps

  1. Enable controller mode. The router must run in controller-managed mode rather than autonomous mode. It reloads.
  2. Enter the bootstrap configuration. System block, transport interface and default route.
  3. Check that the controllers can be reached. Before certificates and tokens, prove the path.
  4. Install the root certificate chain. So the router trusts the controllers.
  5. Activate with the chassis number and token. So the controllers accept the router.
  6. Watch the control connections come up. Then move on to verification.

The order matters. A token cannot help if the path is closed, and a root certificate cannot help if the router is not yet in the right mode.

The six steps
The six stepsMode, bootstrap config, reachability, root certificate, serial and token, then watch.ModeBootstrapReach controllersRoot certToken

On small screens, swipe sideways or focus the diagram and use the arrow keys.

Do them in order.

Step 1: controller mode

controller-mode enable show version

Enabling controller mode makes the router reload. After the reload, the show version output includes the operating mode; look for the line that says controller-managed. Check your release for the exact wording.

If the router stays in autonomous mode, the SD-WAN commands in the next steps are not available or have no effect. This is the first thing to check when a command is rejected as unknown.

Autonomous and controller mode
Autonomous and controller modeThe router must run in controller mode.AutonomousNormal IOS XEController modeSD-WAN modeto

On small screens, swipe sideways or focus the diagram and use the arrow keys.

Changing mode may reset the configuration.

Step 2: the bootstrap configuration

These are example values for BR-01, with transport addresses from a documentation range. The system block gives the router its identity, and the interface and route give it a path.

What the bootstrap config needs
What the bootstrap config needsA small set of values lets the router find the overlay.System IP and site IDIdentity of the deviceOrganisation nameMust match the overlayValidator addressWhere to startTransport interfaceAddress and route out

On small screens, swipe sideways or focus the diagram and use the arrow keys.

Everything else comes from the Manager.
config-transaction system system-ip 10.255.2.1 site-id 101 organization-name "LAB-EXAMPLE" vbond 10.255.0.12 exit interface GigabitEthernet1 ip address 192.0.2.10 255.255.255.0 no shutdown exit interface Tunnel0 ip unnumbered GigabitEthernet1 tunnel source GigabitEthernet1 tunnel mode sdwan exit sdwan interface GigabitEthernet1 tunnel-interface encapsulation ipsec color biz-internet exit exit exit ip route 0.0.0.0 0.0.0.0 192.0.2.1 commit

Example values only, shortened. The system block, the transport interface, the tunnel interface and the default route are the core. Allowed services on the tunnel interface are left out here: choose them to suit your design. Where lines sit, and which are needed, depends on the release.

BlockWhat it doesWrong value shows as
system-ip, site-idThe router's identity and site in the fabric. See System IP and Site ID.Rejected or conflicting identity at the controllers
organization-nameMust match the controllers exactly. See Organization Name.Connection refused after the handshake
vbondWhere to find the Validator (formerly vBond).No attempt to connect, or a connection stuck at the first step
Transport interface and routeThe path to the Validator in the transport side of the router.Ping to the Validator fails
tunnel-interfaceMarks the interface as a transport, with its colour and encapsulation. See TLOC.No control connection on that interface

The Validator address may be a name instead of an IP address. A name needs DNS to work on the transport side, which is one more thing that can fail.

Step 3: reach the controllers first

Before installing a certificate, test the path from the transport interface. A failure here has nothing to do with trust, and fixing it later wastes time.

Reach before you connect
Reach before you connectPing the Validator before anything else.Route outdefault routeDNSresolves namesPingValidator

On small screens, swipe sideways or focus the diagram and use the arrow keys.

If this fails, nothing later will work.
ping 10.255.0.12 source GigabitEthernet1

Run from the router. If the lab blocks ping at a firewall, a failed ping does not prove the path is closed, so use any other test that fits your lab. In a real network, the controllers are usually reached through the ISP and NAT, not by a private address.

Learn more: Transport-Side IP and ISP ReachabilityNAT, DNS and Firewall

Step 4: the root certificate chain

Copy the root CA certificate file from where the fabric keeps it onto the router's storage, using a file transfer method that your lab allows. Then install it. Confirm the file is present before installing.

dir bootflash: | include <root-ca-file> request platform software sdwan root-cert-chain install bootflash:<root-ca-file> show sdwan certificate root-ca-cert

The file name is a placeholder, and the storage name depends on the platform. The last command displays the certificate that was installed. Compare its issuer with the CA that signs your controllers.

Step 5: chassis number and token

For a virtual router, the Manager creates a record for the device and can generate its bootstrap details, which include a chassis number and a one-time token. Where that option sits in the GUI changes by release. Both values are then used in one activation command on the router.

Activating the device
Activating the deviceEnter the chassis number and token from the Manager.Managergenerates tokenRouterenters chassis numberRouterenters tokenConnect

On small screens, swipe sideways or focus the diagram and use the arrow keys.

The token is time-limited.
request platform software sdwan vedge-cloud activate chassis-number <chassis-number> token <token>

The words vedge-cloud are part of the command on virtual routers and are not a sign of an old platform. The chassis number and token come from the Manager; treat the token as a secret and do not paste it into tickets or chats.

A token is meant to be used once and to expire, so generate a fresh one if the first attempt is late or fails. How long it lasts depends on the release. Hardware routers do not use this step; they authenticate with their own certificate and serial number, and the authorisation is added to the device list instead (release dependent).

Step 6: watch it come up

Example output written for this lesson, simplified; real output has more fields and a different layout
BR-01#show sdwan control connections
PEER TYPE  PEER SYSTEM IP  SITE ID  LOCAL COLOR   STATE
vbond      -              -        biz-internet  connect
vsmart     10.255.0.11    1        biz-internet  up
vmanage    10.255.0.10    1        biz-internet  up
A short time after activation, the Controller and Manager lines are up. The Validator line is normally short-lived, because it is only the introduction; a long-lived connect state there points at reachability or the Validator address.

Where the procedure tends to go wrong

Where bootstrap goes wrong
Where bootstrap goes wrongIdentity, reachability or trust.Bootstrap problemsIdentityname or system IP wrongReachabilityno path to ValidatorTrustroot cert missing

On small screens, swipe sideways or focus the diagram and use the arrow keys.

Check each.
  • Typing a command in the wrong mode or block. The SD-WAN lines are accepted in a configuration transaction in the style shown; check your release.
  • An organisation name with a different capital letter or a space. Copy it from the Manager.
  • A site ID that matches another site, or a system IP already used by another device.
  • Activating before the root certificate is installed, then reading the failure as a bad token.
  • A wrong date on the lab VM. Fix the clock before assuming the certificate is bad.

Test yourself on the bootstrap

Predict · scenario 1

A Catalyst 8000V rejects the sdwan interface commands as unknown. What do you check first?

Predict · scenario 2

BR-01 cannot ping the Validator from its transport interface. Which step is the sensible one next?

Predict · scenario 3

Which description of the chassis number and token is correct?

Predict · scenario 4

The control connections to the Controller and Manager stay down after activation, and the clock on the VM is two years behind. Which fix is the most sensible?

FAQ

Why enter a minimum configuration by hand if the Manager sends the rest?
The Manager can only configure a router that is already connected to it. The bootstrap gives the router the address of the Validator, an interface and route to reach it, and the identity to be accepted. After that, the Manager takes over.
Is this procedure the same for a hardware router?
Not exactly. The chassis number and token step is for virtual routers such as the Catalyst 8000V. A hardware router uses its own certificate and serial number, and is often onboarded through Plug and Play. The details are release dependent, so check yours.
Do the commands differ between releases?
Yes, in places. Some lines have moved between blocks, optional lines differ and prompts change. Treat the commands here as the shape of the procedure and check your release's guide before typing them on a device that matters.