.. _quick-install-admin-guide: Administrator's Quick Installation Guide ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ This is the Administrator's quick installation guide. It describes how to install the whole synnefo stack on two (2) physical nodes, with minimum configuration. It installs synnefo from Debian packages, and assumes the nodes run Debian Squeeze. After successful installation, you will have the following services running: * Identity Management (Astakos) * Object Storage Service (Pithos+) * Compute Service (Cyclades) * Image Registry Service (Plankton) and a single unified Web UI to manage them all. The Volume Storage Service (Archipelago) and the Billing Service (Aquarium) are not released yet. If you just want to install the Object Storage Service (Pithos+), follow the guide and just stop after the "Testing of Pithos+" section. Installation of Synnefo / Introduction ====================================== We will install the services with the above list's order. Cyclades and Plankton will be installed in a single step (at the end), because at the moment they are contained in the same software component. Furthermore, we will install all services in the first physical node, except Pithos+ which will be installed in the second, due to a conflict between the snf-pithos-app and snf-cyclades-app component (scheduled to be fixed in the next version). For the rest of the documentation we will refer to the first physical node as "node1" and the second as "node2". We will also assume that their domain names are "node1.example.com" and "node2.example.com" and their IPs are "4.3.2.1" and "4.3.2.2" respectively. .. note:: It is import that the two machines are under the same domain name. If they are not, you can do this by editting the file ``/etc/hosts`` on both machines, and add the following lines: .. code-block:: console 4.3.2.1 node1.example.com 4.3.2.2 node2.example.com General Prerequisites ===================== These are the general synnefo prerequisites, that you need on node1 and node2 and are related to all the services (Astakos, Pithos+, Cyclades, Plankton). To be able to download all synnefo components you need to add the following lines in your ``/etc/apt/sources.list`` file: | ``deb http://apt.dev.grnet.gr squeeze main`` | ``deb-src http://apt.dev.grnet.gr squeeze main`` | ``deb http://apt.dev.grnet.gr squeeze-backports main`` and import the repo's GPG key: | ``curl https://dev.grnet.gr/files/apt-grnetdev.pub | apt-key add -`` Also add the following line to enable the ``squeeze-backports`` repository, which may provide more recent versions of certain packages. The repository is deactivated by default and must be specified expicitly in ``apt-get`` operations: | ``deb http://backports.debian.org/debian-backports squeeze-backports main`` You also need a shared directory visible by both nodes. Pithos+ will save all data inside this directory. By 'all data', we mean files, images, and pithos specific mapping data. If you plan to upload more than one basic image, this directory should have at least 50GB of free space. During this guide, we will assume that node1 acts as an NFS server and serves the directory ``/srv/pithos`` to node2 (be sure to set no_root_squash flag). Node2 has this directory mounted under ``/srv/pithos``, too. Before starting the synnefo installation, you will need basic third party software to be installed and configured on the physical nodes. We will describe each node's general prerequisites separately. Any additional configuration, specific to a synnefo service for each node, will be described at the service's section. Finally, it is required for Cyclades and Ganeti nodes to have synchronized system clocks (e.g. by running ntpd). Node1 ----- General Synnefo dependencies ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ * apache (http server) * gunicorn (WSGI http server) * postgresql (database) * rabbitmq (message queue) * ntp (NTP daemon) * gevent You can install apache2, progresql and ntp by running: .. code-block:: console # apt-get install apache2 postgresql ntp Make sure to install gunicorn >= v0.12.2. You can do this by installing from the official debian backports: .. code-block:: console # apt-get -t squeeze-backports install gunicorn Also, make sure to install gevent >= 0.13.6. Again from the debian backports: .. code-block:: console # apt-get -t squeeze-backports install python-gevent On node1, we will create our databases, so you will also need the python-psycopg2 package: .. code-block:: console # apt-get install python-psycopg2 To install RabbitMQ>=2.8.4, use the RabbitMQ APT repository by adding the following line to ``/etc/apt/sources.list``: .. code-block:: console deb http://www.rabbitmq.com/debian testing main Add RabbitMQ public key, to trusted key list: .. code-block:: console # wget http://www.rabbitmq.com/rabbitmq-signing-key-public.asc # apt-key add rabbitmq-signing-key-public.asc Finally, to install the package run: .. code-block:: console # apt-get update # apt-get install rabbitmq-server Database setup ~~~~~~~~~~~~~~ On node1, we create a database called ``snf_apps``, that will host all django apps related tables. We also create the user ``synnefo`` and grant him all privileges on the database. We do this by running: .. code-block:: console root@node1:~ # su - postgres postgres@node1:~ $ psql postgres=# CREATE DATABASE snf_apps WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0; postgres=# CREATE USER synnefo WITH PASSWORD 'example_passw0rd'; postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_apps TO synnefo; We also create the database ``snf_pithos`` needed by the pithos+ backend and grant the ``synnefo`` user all privileges on the database. This database could be created on node2 instead, but we do it on node1 for simplicity. We will create all needed databases on node1 and then node2 will connect to them. .. code-block:: console postgres=# CREATE DATABASE snf_pithos WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0; postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_pithos TO synnefo; Configure the database to listen to all network interfaces. You can do this by editting the file ``/etc/postgresql/8.4/main/postgresql.conf`` and change ``listen_addresses`` to ``'*'`` : .. code-block:: console listen_addresses = '*' Furthermore, edit ``/etc/postgresql/8.4/main/pg_hba.conf`` to allow node1 and node2 to connect to the database. Add the following lines under ``#IPv4 local connections:`` : .. code-block:: console host all all 4.3.2.1/32 md5 host all all 4.3.2.2/32 md5 Make sure to substitute "4.3.2.1" and "4.3.2.2" with node1's and node2's actual IPs. Now, restart the server to apply the changes: .. code-block:: console # /etc/init.d/postgresql restart Gunicorn setup ~~~~~~~~~~~~~~ Create the file ``/etc/gunicorn.d/synnefo`` containing the following: .. code-block:: console CONFIG = { 'mode': 'django', 'environment': { 'DJANGO_SETTINGS_MODULE': 'synnefo.settings', }, 'working_dir': '/etc/synnefo', 'user': 'www-data', 'group': 'www-data', 'args': ( '--bind=127.0.0.1:8080', '--worker-class=gevent', '--workers=8', '--log-level=debug', ), } .. warning:: Do NOT start the server yet, because it won't find the ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts`` instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to ``--worker-class=sync``. We will start the server after successful installation of astakos. If the server is running:: # /etc/init.d/gunicorn stop Apache2 setup ~~~~~~~~~~~~~ Create the file ``/etc/apache2/sites-available/synnefo`` containing the following: .. code-block:: console ServerName node1.example.com RewriteEngine On RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC] RewriteRule ^(.*)$ - [F,L] RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI} Create the file ``/etc/apache2/sites-available/synnefo-ssl`` containing the following: .. code-block:: console ServerName node1.example.com Alias /static "/usr/share/synnefo/static" # SetEnv no-gzip # SetEnv dont-vary AllowEncodedSlashes On RequestHeader set X-Forwarded-Protocol "https" Order allow,deny Allow from all SetEnv proxy-sendchunked SSLProxyEngine off ProxyErrorOverride off ProxyPass /static ! ProxyPass / http://localhost:8080/ retry=0 ProxyPassReverse / http://localhost:8080/ RewriteEngine On RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC] RewriteRule ^(.*)$ - [F,L] SSLEngine on SSLCertificateFile /etc/ssl/certs/ssl-cert-snakeoil.pem SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key Now enable sites and modules by running: .. code-block:: console # a2enmod ssl # a2enmod rewrite # a2dissite default # a2ensite synnefo # a2ensite synnefo-ssl # a2enmod headers # a2enmod proxy_http .. warning:: Do NOT start/restart the server yet. If the server is running:: # /etc/init.d/apache2 stop .. _rabbitmq-setup: Message Queue setup ~~~~~~~~~~~~~~~~~~~ The message queue will run on node1, so we need to create the appropriate rabbitmq user. The user is named ``synnefo`` and gets full privileges on all exchanges: .. code-block:: console # rabbitmqctl add_user synnefo "example_rabbitmq_passw0rd" # rabbitmqctl set_permissions synnefo ".*" ".*" ".*" We do not need to initialize the exchanges. This will be done automatically, during the Cyclades setup. Pithos+ data directory setup ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ As mentioned in the General Prerequisites section, there is a directory called ``/srv/pithos`` visible by both nodes. We create and setup the ``data`` directory inside it: .. code-block:: console # cd /srv/pithos # mkdir data # chown www-data:www-data data # chmod g+ws data You are now ready with all general prerequisites concerning node1. Let's go to node2. Node2 ----- General Synnefo dependencies ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ * apache (http server) * gunicorn (WSGI http server) * postgresql (database) * ntp (NTP daemon) * gevent You can install the above by running: .. code-block:: console # apt-get install apache2 postgresql ntp Make sure to install gunicorn >= v0.12.2. You can do this by installing from the official debian backports: .. code-block:: console # apt-get -t squeeze-backports install gunicorn Also, make sure to install gevent >= 0.13.6. Again from the debian backports: .. code-block:: console # apt-get -t squeeze-backports install python-gevent Node2 will connect to the databases on node1, so you will also need the python-psycopg2 package: .. code-block:: console # apt-get install python-psycopg2 Database setup ~~~~~~~~~~~~~~ All databases have been created and setup on node1, so we do not need to take any action here. From node2, we will just connect to them. When you get familiar with the software you may choose to run different databases on different nodes, for performance/scalability/redundancy reasons, but those kind of setups are out of the purpose of this guide. Gunicorn setup ~~~~~~~~~~~~~~ Create the file ``/etc/gunicorn.d/synnefo`` containing the following (same contents as in node1; you can just copy/paste the file): .. code-block:: console CONFIG = { 'mode': 'django', 'environment': { 'DJANGO_SETTINGS_MODULE': 'synnefo.settings', }, 'working_dir': '/etc/synnefo', 'user': 'www-data', 'group': 'www-data', 'args': ( '--bind=127.0.0.1:8080', '--worker-class=gevent', '--workers=4', '--log-level=debug', '--timeout=43200' ), } .. warning:: Do NOT start the server yet, because it won't find the ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts`` instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to ``--worker-class=sync``. We will start the server after successful installation of astakos. If the server is running:: # /etc/init.d/gunicorn stop Apache2 setup ~~~~~~~~~~~~~ Create the file ``/etc/apache2/sites-available/synnefo`` containing the following: .. code-block:: console ServerName node2.example.com RewriteEngine On RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC] RewriteRule ^(.*)$ - [F,L] RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI} Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/`` containing the following: .. code-block:: console ServerName node2.example.com Alias /static "/usr/share/synnefo/static" SetEnv no-gzip SetEnv dont-vary AllowEncodedSlashes On RequestHeader set X-Forwarded-Protocol "https" Order allow,deny Allow from all SetEnv proxy-sendchunked SSLProxyEngine off ProxyErrorOverride off ProxyPass /static ! ProxyPass / http://localhost:8080/ retry=0 ProxyPassReverse / http://localhost:8080/ SSLEngine on SSLCertificateFile /etc/ssl/certs/ssl-cert-snakeoil.pem SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key As in node1, enable sites and modules by running: .. code-block:: console # a2enmod ssl # a2enmod rewrite # a2dissite default # a2ensite synnefo # a2ensite synnefo-ssl # a2enmod headers # a2enmod proxy_http .. warning:: Do NOT start/restart the server yet. If the server is running:: # /etc/init.d/apache2 stop We are now ready with all general prerequisites for node2. Now that we have finished with all general prerequisites for both nodes, we can start installing the services. First, let's install Astakos on node1. Installation of Astakos on node1 ================================ To install astakos, grab the package from our repository (make sure you made the additions needed in your ``/etc/apt/sources.list`` file, as described previously), by running: .. code-block:: console # apt-get install snf-astakos-app snf-quotaholder-app snf-pithos-backend After successful installation of snf-astakos-app, make sure that also snf-webproject has been installed (marked as "Recommended" package). By default Debian installs "Recommended" packages, but if you have changed your configuration and the package didn't install automatically, you should explicitly install it manually running: .. code-block:: console # apt-get install snf-webproject The reason snf-webproject is "Recommended" and not a hard dependency, is to give the experienced administrator the ability to install Synnefo in a custom made `Django `_ project. This corner case concerns only very advanced users that know what they are doing and want to experiment with synnefo. .. _conf-astakos: Configuration of Astakos ======================== Conf Files ---------- After astakos is successfully installed, you will find the directory ``/etc/synnefo`` and some configuration files inside it. The files contain commented configuration options, which are the default options. While installing new snf-* components, new configuration files will appear inside the directory. In this guide (and for all services), we will edit only the minimum necessary configuration options, to reflect our setup. Everything else will remain as is. After getting familiar with synnefo, you will be able to customize the software as you wish and fits your needs. Many options are available, to empower the administrator with extensively customizable setups. For the snf-webproject component (installed as an astakos dependency), we need the following: Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to uncomment and edit the ``DATABASES`` block to reflect our database: .. code-block:: console DATABASES = { 'default': { # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle' 'ENGINE': 'postgresql_psycopg2', # ATTENTION: This *must* be the absolute path if using sqlite3. # See: http://docs.djangoproject.com/en/dev/ref/settings/#name 'NAME': 'snf_apps', 'USER': 'synnefo', # Not used with sqlite3. 'PASSWORD': 'example_passw0rd', # Not used with sqlite3. # Set to empty string for localhost. Not used with sqlite3. 'HOST': '4.3.2.1', # Set to empty string for default. Not used with sqlite3. 'PORT': '5432', } } Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit ``SECRET_KEY``. This is a Django specific setting which is used to provide a seed in secret-key hashing algorithms. Set this to a random string of your choise and keep it private: .. code-block:: console SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)' For astakos specific configuration, edit the following options in ``/etc/synnefo/20-snf-astakos-app-settings.conf`` : .. code-block:: console ASTAKOS_DEFAULT_ADMIN_EMAIL = None ASTAKOS_COOKIE_DOMAIN = '.example.com' ASTAKOS_BASEURL = 'https://node1.example.com' The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our domain (for all services). ``ASTAKOS_BASEURL`` is the astakos home page. ``ASTAKOS_DEFAULT_ADMIN_EMAIL`` refers to the administrator's email. Every time a new account is created a notification is sent to this email. For this we need access to a running mail server, so we have disabled it for now by setting its value to None. For more informations on this, read the relative :ref:`section `. .. note:: For the purpose of this guide, we don't enable recaptcha authentication. If you would like to enable it, you have to edit the following options: .. code-block:: console ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*(' ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*(' ASTAKOS_RECAPTCHA_USE_SSL = True ASTAKOS_RECAPTCHA_ENABLED = True For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY`` go to https://www.google.com/recaptcha/admin/create and create your own pair. Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` : .. code-block:: console CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/' CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services' CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu' Those settings have to do with the black cloudbar endpoints and will be described in more detail later on in this guide. For now, just edit the domain to point at node1 which is where we have installed Astakos. If you are an advanced user and want to use the Shibboleth Authentication method, read the relative :ref:`section `. .. note:: Because Cyclades and Astakos are running on the same machine in our example, we have to deactivate the CSRF verification. We can do so by adding to ``/etc/synnefo/99-local.conf``: .. code-block:: console MIDDLEWARE_CLASSES.remove('django.middleware.csrf.CsrfViewMiddleware') TEMPLATE_CONTEXT_PROCESSORS.remove('django.core.context_processors.csrf') Since version 0.13 you need to configure some basic settings for the new *Quota* feature. Specifically: Edit ``/etc/synnefo/20-snf-astakos-app-settings.conf``: .. code-block:: console QUOTAHOLDER_URL = 'https://node1.example.com/quotaholder/v' QUOTAHOLDER_TOKEN = 'aExampleTokenJbFm12w' ASTAKOS_QUOTAHOLDER_TOKEN = 'aExampleTokenJbFm12w' ASTAKOS_QUOTAHOLDER_URL = 'https://node1.example.com/quotaholder/v' Enable Pooling -------------- This section can be bypassed, but we strongly recommend you apply the following, since they result in a significant performance boost. Synnefo includes a pooling DBAPI driver for PostgreSQL, as a thin wrapper around Psycopg2. This allows independent Django requests to reuse pooled DB connections, with significant performance gains. To use, first monkey-patch psycopg2. For Django, run this before the ``DATABASES`` setting in ``/etc/synnefo/10-snf-webproject-database.conf``: .. code-block:: console from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2 monkey_patch_psycopg2() Since we are running with greenlets, we should modify psycopg2 behavior, so it works properly in a greenlet context: .. code-block:: console from synnefo.lib.db.psyco_gevent import make_psycopg_green make_psycopg_green() Use the Psycopg2 driver as usual. For Django, this means using ``django.db.backends.postgresql_psycopg2`` without any modifications. To enable connection pooling, pass a nonzero ``synnefo_poolsize`` option to the DBAPI driver, through ``DATABASES.OPTIONS`` in Django. All the above will result in an ``/etc/synnefo/10-snf-webproject-database.conf`` file that looks like this: .. code-block:: console # Monkey-patch psycopg2 from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2 monkey_patch_psycopg2() # If running with greenlets from synnefo.lib.db.psyco_gevent import make_psycopg_green make_psycopg_green() DATABASES = { 'default': { # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle' 'ENGINE': 'postgresql_psycopg2', 'OPTIONS': {'synnefo_poolsize': 8}, # ATTENTION: This *must* be the absolute path if using sqlite3. # See: http://docs.djangoproject.com/en/dev/ref/settings/#name 'NAME': 'snf_apps', 'USER': 'synnefo', # Not used with sqlite3. 'PASSWORD': 'example_passw0rd', # Not used with sqlite3. # Set to empty string for localhost. Not used with sqlite3. 'HOST': '4.3.2.1', # Set to empty string for default. Not used with sqlite3. 'PORT': '5432', } } Database Initialization ----------------------- After configuration is done, we initialize the database by running: .. code-block:: console # snf-manage syncdb At this example we don't need to create a django superuser, so we select ``[no]`` to the question. After a successful sync, we run the migration needed for astakos: .. code-block:: console # snf-manage migrate im Then, we load the pre-defined user groups .. code-block:: console # snf-manage loaddata groups .. _services-reg: Services Registration --------------------- When the database is ready, we configure the elements of the Astakos cloudbar, to point to our future services: .. code-block:: console # snf-manage service-add "~okeanos home" https://node1.example.com/im/ home-icon.png # snf-manage service-add "cyclades" https://node1.example.com/ui/ # snf-manage service-add "pithos+" https://node2.example.com/ui/ Servers Initialization ---------------------- Finally, we initialize the servers on node1: .. code-block:: console root@node1:~ # /etc/init.d/gunicorn restart root@node1:~ # /etc/init.d/apache2 restart We have now finished the Astakos setup. Let's test it now. Testing of Astakos ================== Open your favorite browser and go to: ``http://node1.example.com/im`` If this redirects you to ``https://node1.example.com/im/`` and you can see the "welcome" door of Astakos, then you have successfully setup Astakos. Let's create our first user. At the homepage click the "CREATE ACCOUNT" button and fill all your data at the sign up form. Then click "SUBMIT". You should now see a green box on the top, which informs you that you made a successful request and the request has been sent to the administrators. So far so good, let's assume that you created the user with username ``user@example.com``. Now we need to activate that user. Return to a command prompt at node1 and run: .. code-block:: console root@node1:~ # snf-manage user-list This command should show you a list with only one user; the one we just created. This user should have an id with a value of ``1``. It should also have an "active" status with the value of ``0`` (inactive). Now run: .. code-block:: console root@node1:~ # snf-manage user-update --set-active 1 This modifies the active value to ``1``, and actually activates the user. When running in production, the activation is done automatically with different types of moderation, that Astakos supports. You can see the moderation methods (by invitation, whitelists, matching regexp, etc.) at the Astakos specific documentation. In production, you can also manually activate a user, by sending him/her an activation email. See how to do this at the :ref:`User activation ` section. Now let's go back to the homepage. Open ``http://node1.example.com/im/`` with your browser again. Try to sign in using your new credentials. If the astakos menu appears and you can see your profile, then you have successfully setup Astakos. Let's continue to install Pithos+ now. Installation of Pithos+ on node2 ================================ To install pithos+, grab the packages from our repository (make sure you made the additions needed in your ``/etc/apt/sources.list`` file, as described previously), by running: .. code-block:: console # apt-get install snf-pithos-app snf-pithos-backend After successful installation of snf-pithos-app, make sure that also snf-webproject has been installed (marked as "Recommended" package). Refer to the "Installation of Astakos on node1" section, if you don't remember why this should happen. Now, install the pithos web interface: .. code-block:: console # apt-get install snf-pithos-webclient This package provides the standalone pithos web client. The web client is the web UI for pithos+ and will be accessible by clicking "pithos+" on the Astakos interface's cloudbar, at the top of the Astakos homepage. .. _conf-pithos: Configuration of Pithos+ ======================== Conf Files ---------- After pithos+ is successfully installed, you will find the directory ``/etc/synnefo`` and some configuration files inside it, as you did in node1 after installation of astakos. Here, you will not have to change anything that has to do with snf-common or snf-webproject. Everything is set at node1. You only need to change settings that have to do with pithos+. Specifically: Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set this options: .. code-block:: console PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos' PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data' PITHOS_AUTHENTICATION_URL = 'https://node1.example.com/im/authenticate' PITHOS_AUTHENTICATION_USERS = None PITHOS_SERVICE_TOKEN = 'pithos_service_token22w==' PITHOS_USER_CATALOG_URL = 'https://node1.example.com/user_catalogs' PITHOS_USER_FEEDBACK_URL = 'https://node1.example.com/feedback' PITHOS_USER_LOGIN_URL = 'https://node1.example.com/login' PITHOS_QUOTAHOLDER_URL = 'https://node1.example.com/quotaholder/v' PITHOS_QUOTAHOLDER_TOKEN = 'aExampleTokenJbFm12w' PITHOS_USE_QUOTAHOLDER = True # Set to False if astakos & pithos are on the same host #PITHOS_PROXY_USER_SERVICES = True The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ app where to find the pithos+ backend database. Above we tell pithos+ that its database is ``snf_pithos`` at node1 and to connect as user ``synnefo`` with password ``example_passw0rd``. All those settings where setup during node1's "Database setup" section. The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ app where to find the pithos+ backend data. Above we tell pithos+ to store its data under ``/srv/pithos/data``, which is visible by both nodes. We have already setup this directory at node1's "Pithos+ data directory setup" section. The ``PITHOS_AUTHENTICATION_URL`` option tells to the pithos+ app in which URI is available the astakos authentication api. If not set, pithos+ tries to authenticate using the ``PITHOS_AUTHENTICATION_USERS`` user pool. The ``PITHOS_SERVICE_TOKEN`` should be the Pithos+ token returned by running on the Astakos node (node1 in our case): .. code-block:: console # snf-manage service-list The token has been generated automatically during the :ref:`Pithos+ service registration `. Then we need to setup the web UI and connect it to astakos. To do so, edit ``/etc/synnefo/20-snf-pithos-webclient-settings.conf``: .. code-block:: console PITHOS_UI_LOGIN_URL = "https://node1.example.com/im/login?next=" PITHOS_UI_FEEDBACK_URL = "https://node2.example.com/feedback" The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the pithos+ feedback form. Astakos already provides a generic feedback form for all services, so we use this one. Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the pithos+ web UI with the astakos web UI (through the top cloudbar): .. code-block:: console CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/' PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = '3' CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services' CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu' The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common cloudbar. The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` points to an already registered Astakos service. You can see all :ref:`registered services ` by running on the Astakos node (node1): .. code-block:: console # snf-manage service-list The value of ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` should be the pithos service's ``id`` as shown by the above command, in our case ``3``. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the pithos+ web client to get from astakos all the information needed to fill its own cloudbar. So we put our astakos deployment urls there. Pooling and Greenlets --------------------- Pithos is pooling-ready without the need of further configuration, because it doesn't use a Django DB. It pools HTTP connections to Astakos and pithos backend objects for access to the Pithos DB. However, as in Astakos, since we are running with Greenlets, it is also recommended to modify psycopg2 behavior so it works properly in a greenlet context. This means adding the following lines at the top of your ``/etc/synnefo/10-snf-webproject-database.conf`` file: .. code-block:: console from synnefo.lib.db.psyco_gevent import make_psycopg_green make_psycopg_green() Furthermore, add the ``--worker-class=gevent`` (or ``--worker-class=sync`` as mentioned above, depending on your setup) argument on your ``/etc/gunicorn.d/synnefo`` configuration file. The file should look something like this: .. code-block:: console CONFIG = { 'mode': 'django', 'environment': { 'DJANGO_SETTINGS_MODULE': 'synnefo.settings', }, 'working_dir': '/etc/synnefo', 'user': 'www-data', 'group': 'www-data', 'args': ( '--bind=127.0.0.1:8080', '--workers=4', '--worker-class=gevent', '--log-level=debug', '--timeout=43200' ), } Stamp Database Revision ----------------------- Pithos uses the alembic_ database migrations tool. .. _alembic: http://alembic.readthedocs.org After a sucessful installation, we should stamp it at the most recent revision, so that future migrations know where to start upgrading in the migration history. First, find the most recent revision in the migration history: .. code-block:: console root@node2:~ # pithos-migrate history 2a309a9a3438 -> 27381099d477 (head), alter public add column url 165ba3fbfe53 -> 2a309a9a3438, fix statistics negative population 3dd56e750a3 -> 165ba3fbfe53, update account in paths 230f8ce9c90f -> 3dd56e750a3, Fix latest_version 8320b1c62d9 -> 230f8ce9c90f, alter nodes add column latest version None -> 8320b1c62d9, create index nodes.parent Finally, we stamp it with the one found in the previous step: .. code-block:: console root@node2:~ # pithos-migrate stamp 27381099d477 Servers Initialization ---------------------- After configuration is done, we initialize the servers on node2: .. code-block:: console root@node2:~ # /etc/init.d/gunicorn restart root@node2:~ # /etc/init.d/apache2 restart You have now finished the Pithos+ setup. Let's test it now. Testing of Pithos+ ================== Open your browser and go to the Astakos homepage: ``http://node1.example.com/im`` Login, and you will see your profile page. Now, click the "pithos+" link on the top black cloudbar. If everything was setup correctly, this will redirect you to: and you will see the blue interface of the Pithos+ application. Click the orange "Upload" button and upload your first file. If the file gets uploaded successfully, then this is your first sign of a successful Pithos+ installation. Go ahead and experiment with the interface to make sure everything works correctly. You can also use the Pithos+ clients to sync data from your Windows PC or MAC. If you don't stumble on any problems, then you have successfully installed Pithos+, which you can use as a standalone File Storage Service. If you would like to do more, such as: * Spawning VMs * Spawning VMs from Images stored on Pithos+ * Uploading your custom Images to Pithos+ * Spawning VMs from those custom Images * Registering existing Pithos+ files as Images * Connect VMs to the Internet * Create Private Networks * Add VMs to Private Networks please continue with the rest of the guide. Cyclades (and Plankton) Prerequisites ===================================== Before proceeding with the Cyclades (and Plankton) installation, make sure you have successfully set up Astakos and Pithos+ first, because Cyclades depends on them. If you don't have a working Astakos and Pithos+ installation yet, please return to the :ref:`top ` of this guide. Besides Astakos and Pithos+, you will also need a number of additional working prerequisites, before you start the Cyclades installation. Ganeti ------ `Ganeti `_ handles the low level VM management for Cyclades, so Cyclades requires a working Ganeti installation at the backend. Please refer to the `ganeti documentation `_ for all the gory details. A successful Ganeti installation concludes with a working :ref:`GANETI-MASTER ` and a number of :ref:`GANETI-NODEs `. The above Ganeti cluster can run on different physical machines than node1 and node2 and can scale independently, according to your needs. For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER ` runs on node1 and is VM-capable. Also, node2 is a :ref:`GANETI-NODE ` and is Master-capable and VM-capable too. We highly recommend that you read the official Ganeti documentation, if you are not familiar with Ganeti. Unfortunatelly, the current stable version of the stock Ganeti (v2.6.2) doesn't support IP pool management. This feature will be available in Ganeti >= 2.7. Synnefo depends on the IP pool functionality of Ganeti, so you have to use GRNET provided packages until stable 2.7 is out. To do so: .. code-block:: console # apt-get install snf-ganeti ganeti-htools # rmmod -f drbd && modprobe drbd minor_count=255 usermode_helper=/bin/true You should have: Ganeti >= 2.6.2+ippool11+hotplug5+extstorage3+rdbfix1+kvmfix2-1 We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on both nodes, choose a domain name that resolves to a valid floating IP (let's say it's ``ganeti.node1.example.com``). Make sure node1 and node2 have same dsa/rsa keys and authorised_keys for password-less root ssh between each other. If not then skip passing --no-ssh-init but be aware that it will replace /root/.ssh/* related files and you might lose access to master node. Also, make sure there is an lvm volume group named ``ganeti`` that will host your VMs' disks. Finally, setup a bridge interface on the host machines (e.g: br0). Then run on node1: .. code-block:: console root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init \ --no-etc-hosts --vg-name=ganeti --nic-parameters link=br0 \ --master-netdev eth0 ganeti.node1.example.com root@node1:~ # gnt-cluster modify --default-iallocator hail root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path= root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0 root@node1:~ # gnt-node add --no-ssh-key-check --master-capable=yes \ --vm-capable=yes node2.example.com root@node1:~ # gnt-cluster modify --disk-parameters=drbd:metavg=ganeti root@node1:~ # gnt-group modify --disk-parameters=drbd:metavg=ganeti default For any problems you may stumble upon installing Ganeti, please refer to the `official documentation `_. Installation of Ganeti is out of the scope of this guide. .. _cyclades-install-snfimage: snf-image --------- Installation ~~~~~~~~~~~~ For :ref:`Cyclades ` to be able to launch VMs from specified Images, you need the :ref:`snf-image ` OS Definition installed on *all* VM-capable Ganeti nodes. This means we need :ref:`snf-image ` on node1 and node2. You can do this by running on *both* nodes: .. code-block:: console # apt-get install snf-image snf-pithos-backend python-psycopg2 snf-image also needs the `snf-pithos-backend `, to be able to handle image files stored on Pithos+. It also needs `python-psycopg2` to be able to access the Pithos+ database. This is why, we also install them on *all* VM-capable Ganeti nodes. .. warning:: snf-image uses ``curl`` for handling URLs. This means that it will not work out of the box if you try to use URLs served by servers which do not have a valid certificate. To circumvent this you should edit the file ``/etc/default/snf-image``. Change ``#CURL="curl"`` to ``CURL="curl -k"``. After `snf-image` has been installed successfully, create the helper VM by running on *both* nodes: .. code-block:: console # snf-image-update-helper This will create all the needed files under ``/var/lib/snf-image/helper/`` for snf-image to run successfully, and it may take a few minutes depending on your Internet connection. Configuration ~~~~~~~~~~~~~ snf-image supports native access to Images stored on Pithos+. This means that it can talk directly to the Pithos+ backend, without the need of providing a public URL. More details, are described in the next section. For now, the only thing we need to do, is configure snf-image to access our Pithos+ backend. To do this, we need to set the corresponding variables in ``/etc/default/snf-image``, to reflect our Pithos+ setup: .. code-block:: console PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos" PITHOS_DATA="/srv/pithos/data" If you have installed your Ganeti cluster on different nodes than node1 and node2 make sure that ``/srv/pithos/data`` is visible by all of them. If you would like to use Images that are also/only stored locally, you need to save them under ``IMAGE_DIR``, however this guide targets Images stored only on Pithos+. Testing ~~~~~~~ You can test that snf-image is successfully installed by running on the :ref:`GANETI-MASTER ` (in our case node1): .. code-block:: console # gnt-os diagnose This should return ``valid`` for snf-image. If you are interested to learn more about snf-image's internals (and even use it alongside Ganeti without Synnefo), please see `here `_ for information concerning installation instructions, documentation on the design and implementation, and supported Image formats. .. _snf-image-images: Actual Images for snf-image --------------------------- Now that snf-image is installed successfully we need to provide it with some Images. :ref:`snf-image ` supports Images stored in ``extdump``, ``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump`` format. For more information about snf-image Image formats see `here `_. :ref:`snf-image ` also supports three (3) different locations for the above Images to be stored: * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR`` in :file:`/etc/default/snf-image`) * On a remote host (accessible via public URL e.g: http://... or ftp://...) * On Pithos+ (accessible natively, not only by its public URL) For the purpose of this guide, we will use the Debian Squeeze Base Image found on the official `snf-image page `_. The image is of type ``diskdump``. We will store it in our new Pithos+ installation. To do so, do the following: a) Download the Image from the official snf-image page. b) Upload the Image to your Pithos+ installation, either using the Pithos+ Web UI or the command line client `kamaki `_. Once the Image is uploaded successfully, download the Image's metadata file from the official snf-image page. You will need it, for spawning a VM from Ganeti, in the next section. Of course, you can repeat the procedure to upload more Images, available from the `official snf-image page `_. .. _ganeti-with-pithos-images: Spawning a VM from a Pithos+ Image, using Ganeti ------------------------------------------------ Now, it is time to test our installation so far. So, we have Astakos and Pithos+ installed, we have a working Ganeti installation, the snf-image definition installed on all VM-capable nodes and a Debian Squeeze Image on Pithos+. Make sure you also have the `metadata file `_ for this image. Run on the :ref:`GANETI-MASTER's ` (node1) command line: .. code-block:: console # gnt-instance add -o snf-image+default --os-parameters \ img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \ -t plain --disk 0:size=2G --no-name-check --no-ip-check \ testvm1 In the above command: * ``img_passwd``: the arbitrary root password of your new instance * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image * ``img_id``: If you want to deploy an Image stored on Pithos+ (our case), this should have the format ``pithos:////``: * ``username``: ``user@example.com`` (defined during Astakos sign up) * ``container``: ``pithos`` (default, if the Web UI was used) * ``filename``: the name of file (visible also from the Web UI) * ``img_properties``: taken from the metadata file. Used only the two mandatory properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more `_ If the ``gnt-instance add`` command returns successfully, then run: .. code-block:: console # gnt-instance info testvm1 | grep "console connection" to find out where to connect using VNC. If you can connect successfully and can login to your new instance using the root password ``my_vm_example_passw0rd``, then everything works as expected and you have your new Debian Base VM up and running. If ``gnt-instance add`` fails, make sure that snf-image is correctly configured to access the Pithos+ database and the Pithos+ backend data (newer versions require UUID instead of a username). Another issue you may encounter is that in relatively slow setups, you may need to raise the default HELPER_*_TIMEOUTS in /etc/default/snf-image. Also, make sure you gave the correct ``img_id`` and ``img_properties``. If ``gnt-instance add`` succeeds but you cannot connect, again find out what went wrong. Do *NOT* proceed to the next steps unless you are sure everything works till this point. If everything works, you have successfully connected Ganeti with Pithos+. Let's move on to networking now. .. warning:: You can bypass the networking sections and go straight to :ref:`Cyclades Ganeti tools `, if you do not want to setup the Cyclades Network Service, but only the Cyclades Compute Service (recommended for now). Networking Setup Overview ------------------------- This part is deployment-specific and must be customized based on the specific needs of the system administrator. However, to do so, the administrator needs to understand how each level handles Virtual Networks, to be able to setup the backend appropriately, before installing Cyclades. To do so, please read the :ref:`Network ` section before proceeding. Since synnefo 0.11 all network actions are managed with the snf-manage network-* commands. This needs the underlying setup (Ganeti, nfdhcpd, snf-network, bridges, vlans) to be already configured correctly. The only actions needed in this point are: a) Have Ganeti with IP pool management support installed. b) Install :ref:`snf-network `, which provides a synnefo specific kvm-ifup script, etc. c) Install :ref:`nfdhcpd `, which serves DHCP requests of the VMs. In order to test that everything is setup correctly before installing Cyclades, we will make some testing actions in this section, and the actual setup will be done afterwards with snf-manage commands. .. _snf-network: snf-network ~~~~~~~~~~~ snf-network includes `kvm-vif-bridge` script that is invoked every time a tap (a VM's NIC) is created. Based on environment variables passed by Ganeti it issues various commands depending on the network type the NIC is connected to and sets up a corresponding dhcp lease. Install snf-network on all Ganeti nodes: .. code-block:: console # apt-get install snf-network Then, in :file:`/etc/default/snf-network` set: .. code-block:: console MAC_MASK=ff:ff:f0:00:00:00 .. _nfdhcpd: nfdhcpd ~~~~~~~ Each NIC's IP is chosen by Ganeti (with IP pool management support). `kvm-vif-bridge` script sets up dhcp leases and when the VM boots and makes a dhcp request, iptables will mangle the packet and `nfdhcpd` will create a dhcp response. .. code-block:: console # apt-get install nfqueue-bindings-python=0.3+physindev-1 # apt-get install nfdhcpd Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers`` variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new VMs. Once you are finished, restart the server on all nodes: .. code-block:: console # /etc/init.d/nfdhcpd restart If you are using ``ferm``, then you need to run the following: .. code-block:: console # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf # /etc/init.d/ferm restart or make sure to run after boot: .. code-block:: console # iptables -t mangle -A PREROUTING -p udp -m udp --dport 67 -j NFQUEUE --queue-num 42 and if you have IPv6 enabled: .. code-block:: console # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 133 -j NFQUEUE --queue-num 43 # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 135 -j NFQUEUE --queue-num 44 You can check which clients are currently served by nfdhcpd by running: .. code-block:: console # kill -SIGUSR1 `cat /var/run/nfdhcpd/nfdhcpd.pid` When you run the above, then check ``/var/log/nfdhcpd/nfdhcpd.log``. Public Network Setup -------------------- To achieve basic networking the simplest way is to have a common bridge (e.g. ``br0``, on the same collision domain with the router) where all VMs will connect to. Packets will be "forwarded" to the router and then to the Internet. If you want a more advanced setup (ip-less routing and proxy-arp plese refer to :ref:`Network ` section). Physical Host Setup ~~~~~~~~~~~~~~~~~~~ Assuming ``eth0`` on both hosts is the public interface (directly connected to the router), run on every node: .. code-block:: console # apt-get install vlan # brctl addbr br0 # ip link set br0 up # vconfig add eth0 100 # ip link set eth0.100 up # brctl addif br0 eth0.100 Testing a Public Network ~~~~~~~~~~~~~~~~~~~~~~~~ Let's assume, that you want to assign IPs from the ``5.6.7.0/27`` range to you new VMs, with ``5.6.7.1`` as the router's gateway. In Ganeti you can add the network by running: .. code-block:: console # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 --network-type=public --tags=nfdhcpd test-net-public Then, connect the network to all your nodegroups. We assume that we only have one nodegroup (``default``) in our Ganeti cluster: .. code-block:: console # gnt-network connect test-net-public default bridged br0 Now, it is time to test that the backend infrastracture is correctly setup for the Public Network. We will add a new VM, the same way we did it on the previous testing section. However, now will also add one NIC, configured to be managed from our previously defined network. Run on the GANETI-MASTER (node1): .. code-block:: console # gnt-instance add -o snf-image+default --os-parameters \ img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \ -t plain --disk 0:size=2G --no-name-check --no-ip-check \ --net 0:ip=pool,network=test-net-public \ testvm2 If the above returns successfully, connect to the new VM and run: .. code-block:: console root@testvm2:~ # ip addr root@testvm2:~ # ip route root@testvm2:~ # cat /etc/resolv.conf to check IP address (5.6.7.2), IP routes (default via 5.6.7.1) and DNS config (nameserver option in nfdhcpd.conf). This shows correct configuration of ganeti, snf-network and nfdhcpd. Now ping the outside world. If this works too, then you have also configured correctly your physical host and router. Make sure everything works as expected, before proceeding with the Private Networks setup. .. _private-networks-setup: Private Networks Setup ---------------------- Synnefo supports two types of private networks: - based on MAC filtering - based on physical VLANs Both types provide Layer 2 isolation to the end-user. For the first type a common bridge (e.g. ``prv0``) is needed while for the second a range of bridges (e.g. ``prv1..prv100``) each bridged on a different physical VLAN. To this end to assure isolation among end-users' private networks each has to have different MAC prefix (for the filtering to take place) or to be "connected" to a different bridge (VLAN actually). Physical Host Setup ~~~~~~~~~~~~~~~~~~~ In order to create the necessary VLAN/bridges, one for MAC filtered private networks and various (e.g. 20) for private networks based on physical VLANs, run on every node: Assuming ``eth0`` of both hosts are somehow (via cable/switch with VLANs configured correctly) connected together, run on every node: .. code-block:: console # modprobe 8021q # $iface=eth0 # for prv in $(seq 0 20); do vlan=$prv bridge=prv$prv vconfig add $iface $vlan ifconfig $iface.$vlan up brctl addbr $bridge brctl setfd $bridge 0 brctl addif $bridge $iface.$vlan ifconfig $bridge up done The above will do the following : * provision 21 new bridges: ``prv0`` - ``prv20`` * provision 21 new vlans: ``eth0.0`` - ``eth0.20`` * add the corresponding vlan to the equivalent bridge You can run ``brctl show`` on both nodes to see if everything was setup correctly. Testing the Private Networks ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ To test the Private Networks, we will create two instances and put them in the same Private Networks (one MAC Filtered and one Physical VLAN). This means that the instances will have a second NIC connected to the ``prv0`` pre-provisioned bridge and a third to ``prv1``. We run the same command as in the Public Network testing section, but with one more argument for the second NIC: .. code-block:: console # gnt-network add --network=192.168.1.0/24 --mac-prefix=aa:00:55 --network-type=private --tags=nfdhcpd,private-filtered test-net-prv-mac # gnt-network connect test-net-prv-mac default bridged prv0 # gnt-network add --network=10.0.0.0/24 --tags=nfdhcpd --network-type=private test-net-prv-vlan # gnt-network connect test-net-prv-vlan default bridged prv1 # gnt-instance add -o snf-image+default --os-parameters \ img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \ -t plain --disk 0:size=2G --no-name-check --no-ip-check \ --net 0:ip=pool,network=test-net-public \ --net 1:ip=pool,network=test-net-prv-mac \ --net 2:ip=none,network=test-net-prv-vlan \ testvm3 # gnt-instance add -o snf-image+default --os-parameters \ img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \ -t plain --disk 0:size=2G --no-name-check --no-ip-check \ --net 0:ip=pool,network=test-net-public \ --net 1:ip=pool,network=test-net-prv-mac \ --net 2:ip=none,network=test-net-prv-vlan \ testvm4 Above, we create two instances with first NIC connected to the internet, their second NIC connected to a MAC filtered private Network and their third NIC connected to the first Physical VLAN Private Network. Now, connect to the instances using VNC and make sure everything works as expected: a) The instances have access to the public internet through their first eth interface (``eth0``), which has been automatically assigned a public IP. b) ``eth1`` will have mac prefix ``aa:00:55``, while ``eth2`` default one (``aa:00:00``) c) ip link set ``eth1``/``eth2`` up d) dhclient ``eth1``/``eth2`` e) On testvm3 ping 192.168.1.2/10.0.0.2 If everything works as expected, then you have finished the Network Setup at the backend for both types of Networks (Public & Private). .. _cyclades-gtools: Cyclades Ganeti tools --------------------- In order for Ganeti to be connected with Cyclades later on, we need the `Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our case). You can install them by running in both nodes: .. code-block:: console # apt-get install snf-cyclades-gtools This will install the following: * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ) * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``) * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages) Configure ``snf-cyclades-gtools`` ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ The package will install the ``/etc/synnefo/20-snf-cyclades-gtools-backend.conf`` configuration file. At least we need to set the RabbitMQ endpoint for all tools that need it: .. code-block:: console AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"] The above variables should reflect your :ref:`Message Queue setup `. This file should be editted in all Ganeti nodes. Connect ``snf-image`` with ``snf-progress-monitor`` ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Finally, we need to configure ``snf-image`` to publish progress messages during the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and set the corresponding variable to ``snf-progress-monitor``: .. code-block:: console PROGRESS_MONITOR="snf-progress-monitor" This file should be editted in all Ganeti nodes. .. _rapi-user: Synnefo RAPI user ----------------- As a last step before installing Cyclades, create a new RAPI user that will have ``write`` access. Cyclades will use this user to issue commands to Ganeti, so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``. You can do this, by first running: .. code-block:: console # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5 and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows: .. code-block:: console cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write More about Ganeti's RAPI users `here. `_ You have now finished with all needed Prerequisites for Cyclades (and Plankton). Let's move on to the actual Cyclades installation. Installation of Cyclades (and Plankton) on node1 ================================================ This section describes the installation of Cyclades. Cyclades is Synnefo's Compute service. Plankton (the Image Registry service) will get installed automatically along with Cyclades, because it is contained in the same Synnefo component right now. We will install Cyclades (and Plankton) on node1. To do so, we install the corresponding package by running on node1: .. code-block:: console # apt-get install snf-cyclades-app memcached python-memcache If all packages install successfully, then Cyclades and Plankton are installed and we proceed with their configuration. Since version 0.13, Synnefo uses the VMAPI in order to prevent sensitive data needed by 'snf-image' to be stored in Ganeti configuration (e.g. VM password). This is achieved by storing all sensitive information to a CACHE backend and exporting it via VMAPI. The cache entries are invalidated after the first request. Synnefo uses `memcached `_ as a `Django `_ cache backend. Configuration of Cyclades (and Plankton) ======================================== Conf files ---------- After installing Cyclades, a number of new configuration files will appear under ``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will describe here only the minimal needed changes to result with a working system. In general, sane defaults have been chosen for the most of the options, to cover most of the common scenarios. However, if you want to tweak Cyclades feel free to do so, once you get familiar with the different options. Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``: .. code-block:: console ASTAKOS_URL = 'https://node1.example.com/im/authenticate' # Set to False if astakos & cyclades are on the same host CYCLADES_PROXY_USER_SERVICES = False The ``ASTAKOS_URL`` denotes the authentication endpoint for Cyclades and is set to point to Astakos (this should have the same value with Pithos+'s ``PITHOS_AUTHENTICATION_URL``, setup :ref:`previously `). .. warning:: All services must match the quotaholder token and url configured for quotaholder. TODO: Document the Network Options here Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``: .. code-block:: console CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/' CLOUDBAR_ACTIVE_SERVICE = '2' CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services' CLOUDBAR_MENU_URL = 'https://account.node1.example.com/im/get_menu' ``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the Cyclades Web UI to get from Astakos all the information needed to fill its own cloudbar. So, we put our Astakos deployment urls there. All the above should have the same values we put in the corresponding variables in ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous :ref:`Pithos configuration ` section. The ``CLOUDBAR_ACTIVE_SERVICE`` points to an already registered Astakos service. You can see all :ref:`registered services ` by running on the Astakos node (node1): .. code-block:: console # snf-manage service-list The value of ``CLOUDBAR_ACTIVE_SERVICE`` should be the cyclades service's ``id`` as shown by the above command, in our case ``2``. Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``: .. code-block:: console BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos' BACKEND_BLOCK_PATH = '/srv/pithos/data/' In this file we configure the Plankton Service. ``BACKEND_DB_CONNECTION`` denotes the Pithos+ database (where the Image files are stored). So we set that to point to our Pithos+ database. ``BACKEND_BLOCK_PATH`` denotes the actual Pithos+ data location. Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``: .. code-block:: console AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"] The above settings denote the Message Queue. Those settings should have the same values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and reflect our :ref:`Message Queue setup `. Edit ``/etc/synnefo/20-snf-cyclades-app-ui.conf``: .. code-block:: console UI_LOGIN_URL = "https://node1.example.com/im/login" UI_LOGOUT_URL = "https://node1.example.com/im/logout" The ``UI_LOGIN_URL`` option tells the Cyclades Web UI where to redirect users, if they are not logged in. We point that to Astakos. The ``UI_LOGOUT_URL`` option tells the Cyclades Web UI where to redirect the user when he/she logs out. We point that to Astakos, too. Edit ``/etc/synnefo/20-snf-cyclades-app-quotas.conf``: .. code-block:: console CYCLADES_USE_QUOTAHOLDER = True CYCLADES_QUOTAHOLDER_URL = 'https://node1.example.com/quotaholder/v' CYCLADES_QUOTAHOLDER_TOKEN = 'aExampleTokenJbFm12w' Edit ``/etc/synnefo/20-snf-cyclades-app-vmapi.conf``: .. code-block:: console VMAPI_CACHE_BACKEND = "memcached://127.0.0.1:11211/?timeout=3600" VMAPI_BASE_URL = "https://node1.example.com" Edit ``/etc/default/vncauthproxy``: .. code-block:: console CHUID="www-data:nogroup" We have now finished with the basic Cyclades and Plankton configuration. Database Initialization ----------------------- Once Cyclades is configured, we sync the database: .. code-block:: console $ snf-manage syncdb $ snf-manage migrate and load the initial server flavors: .. code-block:: console $ snf-manage loaddata flavors If everything returns successfully, our database is ready. Add the Ganeti backend ---------------------- In our installation we assume that we only have one Ganeti cluster, the one we setup earlier. At this point you have to add this backend (Ganeti cluster) to cyclades assuming that you have setup the :ref:`Rapi User ` correctly. .. code-block:: console $ snf-manage backend-add --clustername=ganeti.node1.example.com --user=cyclades --pass=example_rapi_passw0rd You can see everything has been setup correctly by running: .. code-block:: console $ snf-manage backend-list Enable the new backend by running: .. code-block:: $ snf-manage backend-modify --drained False 1 .. warning:: Since version 0.13, the backend is set to "drained" by default. This means that you cannot add VMs to it. The reason for this is that the nodes should be unavailable to Synnefo until the Administrator explicitly releases them. To change this setting, use ``snf-manage backend-modify --drained False ``. If something is not set correctly, you can modify the backend with the ``snf-manage backend-modify`` command. If something has gone wrong, you could modify the backend to reflect the Ganeti installation by running: .. code-block:: console $ snf-manage backend-modify --clustername "ganeti.node1.example.com" --user=cyclades --pass=example_rapi_passw0rd 1 ``clustername`` denotes the Ganeti-cluster's name. We provide the corresponding domain that resolves to the master IP, than the IP itself, to ensure Cyclades can talk to Ganeti even after a Ganeti master-failover. ``user`` and ``pass`` denote the RAPI user's username and the RAPI user's password. Once we setup the first backend to point at our Ganeti cluster, we update the Cyclades backends status by running: .. code-block:: console $ snf-manage backend-update-status Cyclades can manage multiple Ganeti backends, but for the purpose of this guide,we won't get into more detail regarding mulitple backends. If you want to learn more please see /*TODO*/. Add a Public Network ---------------------- Cyclades supports different Public Networks on different Ganeti backends. After connecting Cyclades with our Ganeti cluster, we need to setup a Public Network for this Ganeti backend (`id = 1`). The basic setup is to bridge every created NIC on a bridge. After having a bridge (e.g. br0) created in every backend node edit Synnefo setting CUSTOM_BRIDGED_BRIDGE to 'br0': .. code-block:: console $ snf-manage network-create --subnet=5.6.7.0/27 \ --gateway=5.6.7.1 \ --subnet6=2001:648:2FFC:1322::/64 \ --gateway6=2001:648:2FFC:1322::1 \ --public --dhcp --flavor=CUSTOM \ --link=br0 --mode=bridged \ --name=public_network \ --backend-id=1 This will create the Public Network on both Cyclades and the Ganeti backend. To make sure everything was setup correctly, also run: .. code-block:: console $ snf-manage reconcile-networks You can see all available networks by running: .. code-block:: console $ snf-manage network-list and inspect each network's state by running: .. code-block:: console $ snf-manage network-inspect Finally, you can see the networks from the Ganeti perspective by running on the Ganeti MASTER: .. code-block:: console $ gnt-network list $ gnt-network info Create pools for Private Networks --------------------------------- To prevent duplicate assignment of resources to different private networks, Cyclades supports two types of pools: - MAC prefix Pool - Bridge Pool As long as those resourses have been provisioned, admin has to define two these pools in Synnefo: .. code-block:: console root@testvm1:~ # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536 root@testvm1:~ # snf-manage pool-create --type=bridge --base=prv --size=20 Also, change the Synnefo setting in :file:`20-snf-cyclades-app-api.conf`: .. code-block:: console DEFAULT_MAC_FILTERED_BRIDGE = 'prv0' Servers restart --------------- Restart gunicorn on node1: .. code-block:: console # /etc/init.d/gunicorn restart Now let's do the final connections of Cyclades with Ganeti. ``snf-dispatcher`` initialization --------------------------------- ``snf-dispatcher`` dispatches all messages published to the Message Queue and manages the Cyclades database accordingly. It also initializes all exchanges. By default it is not enabled during installation of Cyclades, so let's enable it in its configuration file ``/etc/default/snf-dispatcher``: .. code-block:: console SNF_DSPTCH_ENABLE=true and start the daemon: .. code-block:: console # /etc/init.d/snf-dispatcher start You can see that everything works correctly by tailing its log file ``/var/log/synnefo/dispatcher.log``. ``snf-ganeti-eventd`` on GANETI MASTER -------------------------------------- The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd`` daemon (part of the :ref:`Cyclades Ganeti tools ` package). The daemon is already installed on the GANETI MASTER (node1 in our case). ``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools`` installation, so we enable it in its configuration file ``/etc/default/snf-ganeti-eventd``: .. code-block:: console SNF_EVENTD_ENABLE=true and start the daemon: .. code-block:: console # /etc/init.d/snf-ganeti-eventd start .. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER Apply Quotas ------------ .. code-block:: console node1 # snf-manage astakos-init --load-service-resources node1 # snf-manage astakos-quota --verify node1 # snf-manage astakos-quota --sync node2 # snf-manage pithos-reset-usage node1 # snf-manage cyclades-reset-usage If all the above return successfully, then you have finished with the Cyclades and Plankton installation and setup. Let's test our installation now. Testing of Cyclades (and Plankton) ================================== Cyclades Web UI --------------- First of all we need to test that our Cyclades Web UI works correctly. Open your browser and go to the Astakos home page. Login and then click 'cyclades' on the top cloud bar. This should redirect you to: `http://node1.example.com/ui/` and the Cyclades home page should appear. If not, please go back and find what went wrong. Do not proceed if you don't see the Cyclades home page. If the Cyclades home page appears, click on the orange button 'New machine'. The first step of the 'New machine wizard' will appear. This step shows all the available Images from which you can spawn new VMs. The list should be currently empty, as we haven't registered any Images yet. Close the wizard and browse the interface (not many things to see yet). If everything seems to work, let's register our first Image file. Cyclades Images --------------- To test our Cyclades (and Plankton) installation, we will use an Image stored on Pithos+ to spawn a new VM from the Cyclades interface. We will describe all steps, even though you may already have uploaded an Image on Pithos+ from a :ref:`previous ` section: * Upload an Image file to Pithos+ * Register that Image file to Plankton * Spawn a new VM from that Image from the Cyclades Web UI We will use the `kamaki `_ command line client to do the uploading and registering of the Image. Installation of `kamaki` ~~~~~~~~~~~~~~~~~~~~~~~~ You can install `kamaki` anywhere you like, since it is a standalone client of the APIs and talks to the installation over `http`. For the purpose of this guide we will assume that we have downloaded the `Debian Squeeze Base Image `_ and stored it under node1's ``/srv/images`` directory. For that reason we will install `kamaki` on node1, too. We do this by running: .. code-block:: console # apt-get install kamaki Configuration of kamaki ~~~~~~~~~~~~~~~~~~~~~~~ Now we need to setup kamaki, by adding the appropriate URLs and tokens of our installation. We do this by running: .. code-block:: console $ kamaki config set astakos.url "https://node1.example.com" $ kamaki config set compute.url "https://node1.example.com/api/v1.1" $ kamaki config set image.url "https://node1.example.com/plankton" $ kamaki config set store.url "https://node2.example.com/v1" $ kamaki config set global.account "user@example.com" $ kamaki config set store.enable on $ kamaki config set store.pithos_extensions on $ kamaki config set store.url "https://node2.example.com/v1" $ kamaki config set store.account USER_UUID $ kamaki config set global.token USER_TOKEN The USER_TOKEN and USER_UUID appear on the user's (``user@example.com``) `Profile` web page on the Astakos Web UI. You can see that the new configuration options have been applied correctly, by running: .. code-block:: console $ kamaki config list Upload an Image file to Pithos+ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Now, that we have set up `kamaki` we will upload the Image that we have downloaded and stored under ``/srv/images/``. Although we can upload the Image under the root ``Pithos`` container (as you may have done when uploading the Image from the Pithos+ Web UI), we will create a new container called ``images`` and store the Image under that container. We do this for two reasons: a) To demonstrate how to create containers other than the default ``Pithos``. This can be done only with the `kamaki` client and not through the Web UI. b) As a best organization practise, so that you won't have your Image files tangled along with all your other Pithos+ files and directory structures. We create the new ``images`` container by running: .. code-block:: console $ kamaki store create images Then, we upload the Image file to that container: .. code-block:: console $ kamaki store upload --container images \ /srv/images/debian_base-6.0-7-x86_64.diskdump \ debian_base-6.0-7-x86_64.diskdump The first is the local path and the second is the remote path on Pithos+. If the new container and the file appears on the Pithos+ Web UI, then you have successfully created the container and uploaded the Image file. Register an existing Image file to Plankton ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Once the Image file has been successfully uploaded on Pithos+, then we register it to Plankton (so that it becomes visible to Cyclades), by running: .. code-block:: console $ kamaki image register "Debian Base" \ pithos://USER_UUID/images/debian_base-6.0-7-x86_64.diskdump \ --public \ --disk-format=diskdump \ --property OSFAMILY=linux --property ROOT_PARTITION=1 \ --property description="Debian Squeeze Base System" \ --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \ --property sortorder=1 --property USERS=root --property OS=debian This command registers the Pithos+ file ``pithos://user@example.com/images/debian_base-6.0-7-x86_64.diskdump`` as an Image in Plankton. This Image will be public (``--public``), so all users will be able to spawn VMs from it and is of type ``diskdump``. The first two properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest properties are optional, but recommended, so that the Images appear nicely on the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The ``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable inside the ``20-snf-cyclades-app-ui.conf`` configuration file. ``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed from Plankton to Cyclades and then to Ganeti and `snf-image` (also see :ref:`previous section `). All other properties are used to show information on the Cyclades UI. Spawn a VM from the Cyclades Web UI ----------------------------------- If the registration completes successfully, then go to the Cyclades Web UI from your browser at: `https://node1.example.com/ui/` Click on the 'New Machine' button and the first step of the wizard will appear. Click on 'My Images' (right after 'System' Images) on the left pane of the wizard. Your previously registered Image "Debian Base" should appear under 'Available Images'. If not, something has gone wrong with the registration. Make sure you can see your Image file on the Pithos+ Web UI and ``kamaki image register`` returns successfully with all options and properties as shown above. If the Image appears on the list, select it and complete the wizard by selecting a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you write down your password, because you *WON'T* be able to retrieve it later. If everything was setup correctly, after a few minutes your new machine will go to state 'Running' and you will be able to use it. Click 'Console' to connect through VNC out of band, or click on the machine's icon to connect directly via SSH or RDP (for windows machines). Congratulations. You have successfully installed the whole Synnefo stack and connected all components. Go ahead in the next section to test the Network functionality from inside Cyclades and discover even more features. General Testing =============== Notes =====