Citrix Systems 4.2 manual

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194

Go to page of

A good user manual

The rules should oblige the seller to give the purchaser an operating instrucion of Citrix Systems 4.2, along with an item. The lack of an instruction or false information given to customer shall constitute grounds to apply for a complaint because of nonconformity of goods with the contract. In accordance with the law, a customer can receive an instruction in non-paper form; lately graphic and electronic forms of the manuals, as well as instructional videos have been majorly used. A necessary precondition for this is the unmistakable, legible character of an instruction.

What is an instruction?

The term originates from the Latin word „instructio”, which means organizing. Therefore, in an instruction of Citrix Systems 4.2 one could find a process description. An instruction's purpose is to teach, to ease the start-up and an item's use or performance of certain activities. An instruction is a compilation of information about an item/a service, it is a clue.

Unfortunately, only a few customers devote their time to read an instruction of Citrix Systems 4.2. A good user manual introduces us to a number of additional functionalities of the purchased item, and also helps us to avoid the formation of most of the defects.

What should a perfect user manual contain?

First and foremost, an user manual of Citrix Systems 4.2 should contain:
- informations concerning technical data of Citrix Systems 4.2
- name of the manufacturer and a year of construction of the Citrix Systems 4.2 item
- rules of operation, control and maintenance of the Citrix Systems 4.2 item
- safety signs and mark certificates which confirm compatibility with appropriate standards

Why don't we read the manuals?

Usually it results from the lack of time and certainty about functionalities of purchased items. Unfortunately, networking and start-up of Citrix Systems 4.2 alone are not enough. An instruction contains a number of clues concerning respective functionalities, safety rules, maintenance methods (what means should be used), eventual defects of Citrix Systems 4.2, and methods of problem resolution. Eventually, when one still can't find the answer to his problems, he will be directed to the Citrix Systems service. Lately animated manuals and instructional videos are quite popular among customers. These kinds of user manuals are effective; they assure that a customer will familiarize himself with the whole material, and won't skip complicated, technical information of Citrix Systems 4.2.

Why one should read the manuals?

It is mostly in the manuals where we will find the details concerning construction and possibility of the Citrix Systems 4.2 item, and its use of respective accessory, as well as information concerning all the functions and facilities.

After a successful purchase of an item one should find a moment and get to know with every part of an instruction. Currently the manuals are carefully prearranged and translated, so they could be fully understood by its users. The manuals will serve as an informational aid.

Table of contents for the manual

  • Page 1

    CloudPlatform (powered by Apache CloudStack) Version 4.2 Installation Guide Revised October 27, 2013 11:15 pm Pacific Citrix CloudPlatform[...]

  • Page 2

    CloudPlatform (powered by Apache CloudStack) Version 4.2 Installation Guide CloudPlatform (powered by Apache CloudStack) Version 4.2 Installation Guide Revised October 27, 2013 11:15 pm Pacific Author Citrix CloudPlatform © 2013 Citrix Systems, Inc. All rights reserved. Specifications are subject to change without notice. Citrix Systems, Inc., the[...]

  • Page 3

    iii 1. Ge tt in g Mo re In fo rm at io n a nd He lp 1 1. 1. A dd it io na l D oc um en ta ti on Av ai la bl e ............................................................................... 1 1. 2. Ci tr ix Kn ow le dg e C en te r ............................................................................................... 1 1. 3. Con ta ct in g [...]

  • Page 4

    CloudPlatform (powered by Apache CloudStack) Version 4.2 Installation Guide iv 5. 5. Se tt in g Co nf ig ur at io n Par am et er s ................................................................................ 62 5. 5. 1. A bo ut Co nf ig ur at io n Pa ra me te rs ....................................................................... 62 5. 5. 2.[...]

  • Page 5

    v 8.10.1. Configuring Public Network with a Dedicated NIC for XenServer (Optional) ... . . . . 106 8.10.2. Configuring Multiple Guest Networks for XenServer (Optional) .. . . . .. . . . .. . . .. . . . .. . . . 106 8.10.3. Separate Storage Network for XenServer (Optional) .. . . . .. . . .. . . . .. . . . .. . . . .. . . . .. . . .. . . . . 107 8. [...]

  • Page 6

    CloudPlatform (powered by Apache CloudStack) Version 4.2 Installation Guide vi 11 .3 .6 . Cr ea te a Bar e Me ta l Ima ge .......................................................................... 14 0 11 .3 .7 . Cr ea te a B ar e Me ta l Co mp ut e Off er in g ......................................................... 14 0 11 .3 .8 . Cr ea te a Ba [...]

  • Page 7

    vii 14 .7 .7 . VM wa re T op ol og y Req uir em en ts .................................................................. 17 4 14 .7 .8 . KV M Top ol og y Re qu ir em en ts ....................................................................... 17 4 14.8. Guest Network Usage Integration for Traffic Sentinel . .. . . . .. . . .. . . . .. . . . .. . .[...]

  • Page 8

    viii[...]

  • Page 9

    Chapter 1. 1 Getting More Information and Help 1.1. Additional Documentation Available The following guides are available: • Installation Guide — Covers initial installation of CloudPlatform. It aims to cover in full detail all the steps and requirements to obtain a functioning cloud deployment. At times, this guide mentions additional topics i[...]

  • Page 10

    2[...]

  • Page 11

    Chapter 2. 3 Concepts 2.1. What Is CloudPlatform? CloudPlatform is a software platform that pools computing resources to build public, private, and hybrid Infrastructure as a Service (IaaS) clouds. CloudPlatform manages the network, storage, and compute nodes that make up a cloud infrastructure. Use CloudPlatform to deploy, manage, and configure cl[...]

  • Page 12

    Chapter 2. Concepts 4 Massively Scalable Infrastructure Management CloudPlatform can manage tens of thousands of servers installed in multiple geographically distributed datacenters. The centralized management server scales linearly, eliminating the need for intermediate cluster-level management servers. No single component failure can cause cloud-[...]

  • Page 13

    Management Server Overview 5 A more full-featured installation consists of a highly-available multi-node Management Server installation and up to thousands of hosts using any of several advanced networking setups. For information about deployment options, see Chapter 13, Choosing a Deployment Architecture . 2.3.1. Management Server Overview The Man[...]

  • Page 14

    Chapter 2. Concepts 6 • Pod: A pod is usually one rack of hardware that includes a layer-2 switch and one or more clusters. • Cluster: A cluster consists of one or more hosts and primary storage. • Host: A single compute node within a cluster. The hosts are where the actual cloud services run in the form of guest virtual machines. • Primary[...]

  • Page 15

    Networking Overview 7 • Advanced. For more sophisticated network topologies. This network model provides the most flexibility in defining guest networks and providing guest isolation. For more details, see Chapter 14, Network Setup .[...]

  • Page 16

    8[...]

  • Page 17

    Chapter 3. 9 Cloud Infrastructure Concepts 3.1. About Regions To increase reliability of the cloud, you can optionally group resources into multiple geographic regions. A region is the largest available organizational unit within a CloudPlatform deployment. A region is made up of several availability zones, where each zone is equivalent to a datace[...]

  • Page 18

    Chapter 3. Cloud Infrastructure Concepts 10 The benefit of organizing infrastructure into zones is to provide physical isolation and redundancy. For example, each zone can have its own power supply and network uplink, and the zones can be widely separated geographically (though this is not required). A zone consists of: • One or more pods. Each p[...]

  • Page 19

    About Pods 11 For each zone, the administrator must decide the following. • How many pods to place in a zone. • How many clusters to place in each pod. • How many hosts to place in each cluster. • (Optional) If zone-wide primary storage is being used, decide how many primary storage servers to place in each zone and total capacity for these[...]

  • Page 20

    Chapter 3. Cloud Infrastructure Concepts 12 3.4. About Clusters A cluster provides a way to group hosts. To be precise, a cluster is a XenServer server pool, a set of KVM servers, a set of OVM hosts, or a VMware cluster preconfigured in vCenter. The hosts in a cluster all have identical hardware, run the same hypervisor, are on the same subnet, and[...]

  • Page 21

    About Hosts 13 server with CloudPlatform. There may be multiple vCenter servers per zone. Each vCenter server may manage multiple VMware clusters. 3.5. About Hosts A host is a single computer. Hosts provide the computing resources that run guest virtual machines. Each host has hypervisor software installed on it to manage the guest VMs. For example[...]

  • Page 22

    Chapter 3. Cloud Infrastructure Concepts 14 • Dell EqualLogic™ for iSCSI • Network Appliances filers for NFS and iSCSI • Scale Computing for NFS If you intend to use only local disk for your installation, you can skip adding separate primary storage. 3.7. About Secondary Storage Secondary storage stores the following: • Templates — OS i[...]

  • Page 23

    Basic Zone Network Traffic Types 15 type for each network vary depending on whether you are creating a zone with basic networking or advanced networking. A physical network is the actual network hardware and wiring in a zone. A zone can have multiple physical networks. An administrator can: • Add/Remove/Update physical networks in a zone • Conf[...]

  • Page 24

    Chapter 3. Cloud Infrastructure Concepts 16 you must also configure a network to carry public traffic. CloudPlatform takes care of presenting the necessary network configuration steps to you in the UI when you add a new zone. 3.8.2. Basic Zone Guest IP Addresses When basic networking is used, CloudPlatform will assign IP addresses in the CIDR of th[...]

  • Page 25

    Advanced Zone Public IP Addresses 17 3.8.5. Advanced Zone Public IP Addresses When advanced networking is used, the administrator can create additional networks for use by the guests. These networks can span the zone and be available to all accounts, or they can be scoped to a single account, in which case only the named account may create guests t[...]

  • Page 26

    18[...]

  • Page 27

    Chapter 4. 19 Upgrade Instructions 4.1. Upgrade from 3.0.x to 4.2 Perform the following to upgrade from version 3.0.0, 3.0.1, 3.0.2, 3.0.3, 3.0.4, 3.0.5, 3.0.6, or 3.0.7 to version 4.2. 1. If you are upgrading from 3.0.0 or 3.0.1, ensure that you query your IP address usage records and process them; for example, issue invoices for any usage that yo[...]

  • Page 28

    Chapter 4. Upgrade Instructions 20 Hypervisor Description OS Type: Debian GNU/Linux 7.0 (32-bit) (or the highest Debian release number available in the dropdown) Extractable: no Password Enabled: no Public: no Featured: no KVM Name: systemvm-kvm-4.2 Description: systemvm-kvm-4.2 URL: http://download.cloud.com/templates/4.2/ systemvmtemplate-2013-06[...]

  • Page 29

    Upgrade from 3.0.x to 4.2 21 Hypervisor Description Password Enabled: no Public: no Featured: no e. Watch the screen to be sure that the template downloads successfully and enters the READY state. Do not proceed until this is successful f. If you use more than one type of hypervisor in your cloud, repeat these steps to download the system VM templa[...]

  • Page 30

    Chapter 4. Upgrade Instructions 22 5. Stop all Usage Servers if running. Run this on all Usage Server hosts. # service cloud-usage stop 6. Stop the Management Servers. Run this on all Management Server hosts. # service cloud-management stop 7. On the MySQL master, take a backup of the MySQL databases. We recommend performing this step even in test [...]

  • Page 31

    Upgrade from 3.0.x to 4.2 23 Note How will you know whether you need to do this? If the upgrade output in the previous step included a message like the following, then some custom content was found in your old file, and you need to merge the two files: warning: /etc/cloud.rpmsave/management/components.xml created as /etc/cloudstack/ management/comp[...]

  • Page 32

    Chapter 4. Upgrade Instructions 24 Note After upgrade from 3.0.4 to 4.2, if the usage server fails to restart then copy db.properties from /etc/cloudstack/management to /etc/cloudstack/usage. Then start the Usage Server. 16. (VMware only) If you are upgrading from 3.0.6 or beyond and you have existing clusters, additional steps are required to upda[...]

  • Page 33

    Upgrade from 3.0.x to 4.2 25 update cloud.vmware_data_center set password = < _ciphertext_from_step_i_ > where id = < _id_from_step_v_ >; vii. Confirm that the table is updated: select * from cloud.vmware_data_center; c. Start the CloudPlatform Management server service cloudstack-management start 17. (KVM only) Additional steps are req[...]

  • Page 34

    Chapter 4. Upgrade Instructions 26 # service libvirtd restart i. Start the agent. # service cloudstack-agent start 18. Log in to the CloudPlatform UI as administrator, and check the status of the hosts. All hosts should come to Up state (except those that you know to be offline). You may need to wait 20 or 30 minutes, depending on the number of hos[...]

  • Page 35

    Upgrade from 3.0.x to 4.2 27 The content should be like the following: Stopping and starting 1 secondary storage vm(s)... Done stopping and starting secondary storage vm(s) Stopping and starting 1 console proxy vm(s)... Done stopping and starting console proxy vm(s). Stopping and starting 4 running routing vm(s)... Done restarting router(s). c. If [...]

  • Page 36

    Chapter 4. Upgrade Instructions 28 23. (VMware only) After upgrade, if you want to change a Standard vSwitch zone to a VMware dvSwitch Zone, perform the following: a. Ensure that the Public and Guest traffics are not on the same network as the Management and Storage traffic. b. Set vmware.use.dvswitch to true. c. Access the physical network for the[...]

  • Page 37

    Upgrade from 2.2.x to 4.2 29 Starting in 3.0.2, the usage record format for IP addresses is the same as the rest of the usage types. Instead of a single record with the assignment and release dates, separate records are generated per aggregation period with start and end dates. After upgrading to 4.2, any existing IP address usage records in the ol[...]

  • Page 38

    Chapter 4. Upgrade Instructions 30 Hypervisor Description Zone: Choose the zone where this hypervisor is used. If your CloudPlatform deployment includes multiple zones running XenServer, choose All Zones to make the template available in all the XenServer zones. Hypervisor: XenServer Format: VHD OS Type: Debian GNU/Linux 7.0 (32-bit) (or the highes[...]

  • Page 39

    Upgrade from 2.2.x to 4.2 31 Hypervisor Description VMware, choose All Zones to make the template available in all the VMware zones. Hypervisor: VMware Format: OVA OS Type: Debian GNU/Linux 7.0 (32-bit) (or the highest Debian release number available in the dropdown) Extractable: no Password Enabled: no Public: no Featured: no e. Watch the screen t[...]

  • Page 40

    Chapter 4. Upgrade Instructions 32 enabled=1 gpgcheck=0 [cloudstack] name=cloudstack baseurl=file:///root/CloudPlatform-4.2.0-1-rhel6.3/6.3 enabled=1 gpgcheck=0 e. Upgrade the host operating system from RHEL 6.0 to 6.3: yum upgrade 6. Stop all Usage Servers if running. Run this on all Usage Server hosts. # service cloud-usage stop 7. Stop the Manag[...]

  • Page 41

    Upgrade from 2.2.x to 4.2 33 12. Choose "U" to upgrade the package. > U 13. If you have made changes to your existing copy of the configuration files components.xml, db.properties, or server.xml in your previous-version CloudPlatform installation, the changes will be preserved in the upgrade. However, you need to do the following steps[...]

  • Page 42

    Chapter 4. Upgrade Instructions 34 • (Optional) For database_key, substitute the default key that is used to encrypt confidential parameters in the CloudPlatform database. Default: password. It is highly recommended that you replace this with a more secure value. 15. Repeat steps 9 - 14 on every management server node. If you provided your own en[...]

  • Page 43

    Upgrade from 2.2.x to 4.2 35 g. Install a libvirt hook with the following commands: # mkdir /etc/libvirt/hooks # cp /usr/share/cloudstack-agent/lib/libvirtqemuhook /etc/libvirt/hooks/qemu # chmod +x /etc/libvirt/hooks/qemu h. Restart libvirtd. # service libvirtd restart i. Start the agent. # service cloudstack-agent start 19. Log in to the CloudPla[...]

  • Page 44

    Chapter 4. Upgrade Instructions 36 XenServer or KVM: SSH in by using the link local IP address of the system VM. For example, in the command below, substitute your own path to the private key used to log in to the system VM and your own link local IP. Run the following commands on the XenServer or KVM host on which the system VM is present: # ssh -[...]

  • Page 45

    Upgrade from 2.1.x to 4.2 37 Note (VMware only) After upgrade, whenever you add a new VMware cluster to a zone that was created with a previous version of CloudPlatform, the fields vCenter host, vCenter Username, vCenter Password, and vCenter Datacenter are required. The Add Cluster dialog in the CloudPlatform user interface incorrectly shows them [...]

  • Page 46

    Chapter 4. Upgrade Instructions 38 Note In the latest XenServer upgrade procedure, even after putting the master host into maintenance mode, the master host continues to stay as master. Any VMs running on this master will be automatically migrated to other hosts, unless there is only one UP host in the cluster. If there is only one UP host, putting[...]

  • Page 47

    Applying Hotfixes to a XenServer Cluster 39 • If you upgraded from XenServer 5.6 SP2 to XenServer 6.0.2 or higher, change any VMs that have the OS type CentOS 5.6 (32-bit), CentOS 5.7 (32-bit), Oracle Enterprise Linux 5.6 (32- bit), Oracle Enterprise Linux 5.7 (32-bit), Red Hat Enterprise Linux 5.6 (32-bit) , or Red Hat Enterprise Linux 5.7 (32-b[...]

  • Page 48

    Chapter 4. Upgrade Instructions 40 xe patch-upload file-name=XS602E015.xsupdate The command displays the UUID of the update file: 33af688e-d18c-493d-922b-ec51ea23cfe9 ii. Repeat the xe patch-upload command for all other XenServer updates: XS602E004.xsupdate, XS602E005.xsupdate. Take a note of the UUIDs of the update files. The UUIDs are required in[...]

  • Page 49

    Applying Hotfixes to a XenServer Cluster 41 11. You might need to change the OS type settings for VMs running on the upgraded hosts, if any of the following apply: • If you upgraded from XenServer 5.6 SP2 to XenServer 6.0.2, change any VMs that have the OS type CentOS 5.6 (32-bit), CentOS 5.7 (32-bit), Oracle Enterprise Linux 5.6 (32-bit), Oracle[...]

  • Page 50

    42[...]

  • Page 51

    Chapter 5. 43 Installation 5.1. Who Should Read This These installation instructions are intended for those who are ready to set up a full production deployment. If you only need to set up a trial installation, you will probably find more detail than you need here. Instead, you might want to start with the Trial Installation Guide. With the followi[...]

  • Page 52

    Chapter 5. Installation 44 5.3. Minimum System Requirements 5.3.1. Management Server, Database, and Storage System Requirements The machines that will run the Management Server and MySQL database must meet the following requirements. The same machines can also be used to provide primary and secondary storage, such as via local disk or NFS. The Mana[...]

  • Page 53

    Hypervisor Compatibility Matrix 45 • All hosts within a cluster must be homogenous. The CPUs must be of the same type, count, and feature flags. Hosts have additional requirements depending on the hypervisor. See the requirements listed at the top of the Installation section for your chosen hypervisor: • Chapter 8, Installing XenServer for Clou[...]

  • Page 54

    Chapter 5. Installation 46 5.3.3.2. CloudPlatform 3.x 3.0.0 3.0.1 3.0.2 3.0.3 3.0.4 3.0.5 3.0.6 3.0.7 XenServer 5.6 No No No No No No No No XenServer 5.6 FP1 No No Yes Yes Yes Yes Yes Yes XenServer 5.6 SP2 No No Yes Yes Yes Yes Yes Yes XenServer 6.0.0 No No No No No No No No XenServer 6.0.2 Yes Yes Yes Yes Yes Yes Yes Yes XenServer 6.1 No No No No [...]

  • Page 55

    Management Server Installation 47 2.1.x 2.2.x VMware ESX 5 and vCenter 5 No No 5.4. Management Server Installation 5.4.1. Management Server Installation Overview This section describes installing the Management Server. There are two slightly different installation flows, depending on how many Management Server nodes will be in your cloud: • A sin[...]

  • Page 56

    Chapter 5. Installation 48 In RHEL, SELinux is installed and enabled by default. You can verify this with: # rpm -qa | grep selinux b. Set the SELINUX variable in /etc/selinux/config to “permissive”. This ensures that the permissive setting will be maintained after a system reboot. # vi /etc/selinux/config c. Then set SELinux to permissive star[...]

  • Page 57

    Install the Management Server on the First Host 49 server 0.xenserver.pool.ntp.org server 1.xenserver.pool.ntp.org server 2.xenserver.pool.ntp.org server 3.xenserver.pool.ntp.org c. Restart the NTP client. # service ntpd restart d. Make sure NTP will start again upon reboot. # chkconfig ntpd on 7. Repeat all of these steps on every host where the M[...]

  • Page 58

    Chapter 5. Installation 50 4. When the installation is finished, run the following commands to start essential services: # service rpcbind start # service nfs start # chkconfig nfs on # chkconfig rpcbind on 5. Continue to Section 5.4.4, “Install and Configure the Database” . 5.4.4. Install and Configure the Database CloudPlatform uses a MySQL d[...]

  • Page 59

    Install and Configure the Database 51 The max_connections parameter should be set to 350 multiplied by the number of Management Servers you are deploying. This example assumes one Management Server. innodb_rollback_on_timeout=1 innodb_lock_wait_timeout=600 max_connections=350 log-bin=mysql-bin binlog-format = 'ROW' Note The binlog-format [...]

  • Page 60

    Chapter 5. Installation 52 8. Set up the database. The following command creates the cloud user on the database. • In dbpassword, specify the password to be assigned to the cloud user. You can choose to provide no password. • In deploy-as, specify the username and password of the user deploying the database. In the following command, it is assu[...]

  • Page 61

    Install and Configure the Database 53 # yum install mysql-server # chkconfig --level 35 mysqld on 3. Edit the MySQL configuration (/etc/my.cnf or /etc/mysql/my.cnf, depending on your OS) and insert the following lines in the [mysqld] section. You can put these lines below the datadir line. The max_connections parameter should be set to 350 multipli[...]

  • Page 62

    Chapter 5. Installation 54 d. Edit the /etc/sysconfig/iptables file and add the following lines at the beginning of the INPUT chain. -A INPUT -p tcp --dport 3306 -j ACCEPT 7. Return to the root shell on your first Management Server. 8. Set up the database. The following command creates the cloud user on the database. • In dbpassword, specify the [...]

  • Page 63

    Changing the Default Password Encryption 55 • VPN password • User API secret key • VNC password CloudPlatform uses the Java Simplified Encryption (JASYPT) library. The data values are encrypted and decrypted using a database secret key, which is stored in one of CloudPlatform’s internal properties files along with the database password. The[...]

  • Page 64

    Chapter 5. Installation 56 <ref bean="SHA256SaltedUserAuthenticator"/> <ref bean="MD5UserAuthenticator"/> <ref bean="LDAPUserAuthenticator"/> <ref bean="PlainTextUserAuthenticator"/> </list> </property> <property name="UserPasswordEncoders"> <list> <[...]

  • Page 65

    Prepare NFS Shares 57 # mkdir -p /export/primary # mkdir -p /export/secondary 2. To configure the new directories as NFS exports, edit /etc/exports. Export the NFS share(s) with rw,async,no_root_squash. For example: # vi /etc/exports Insert the following line. /export *(rw,async,no_root_squash) 3. Export the /export directory. # exportfs -a 4. On t[...]

  • Page 66

    Chapter 5. Installation 58 /export *(rw,async,no_root_squash) 3. Export the /export directory. # exportfs -a 4. Edit the /etc/sysconfig/nfs file. # vi /etc/sysconfig/nfs Uncomment the following lines: LOCKD_TCPPORT=32803 LOCKD_UDPPORT=32769 MOUNTD_PORT=892 RQUOTAD_PORT=875 STATD_PORT=662 STATD_OUTGOING_PORT=2020 5. Edit the /etc/sysconfig/iptables [...]

  • Page 67

    Prepare and Start Additional Management Servers 59 Domain = company.com 8. Reboot the Management Server host. Two NFS shares called /export/primary and /export/secondary are now set up. 9. It is recommended that you test to be sure the previous steps have been successful. a. Log in to the hypervisor host. b. Be sure NFS and rpcbind are running. The[...]

  • Page 68

    Chapter 5. Installation 60 # tar xzf CloudPlatform-VERSION-N-OSVERSION.tar.gz # cd CloudPlatform-VERSION-N-OSVERSION # ./install.sh You should see a few messages as the installer prepares, followed by a list of choices. 4. Choose M to install the Management Server software. > M 5. When the installation is finished, run the following commands to [...]

  • Page 69

    Prepare the System VM Template 61 Source Port Destination Port Protocol Persistence Required? 80 or 443 8080 (or 20400 with AJP) HTTP (or AJP) Yes 8250 8250 TCP Yes 8096 8096 HTTP No In addition to above settings, the adminstrator is responsible for setting the 'host' global config value from the management server IP to load balancer virt[...]

  • Page 70

    Chapter 5. Installation 62 2. If you are using a separate NFS server, perform this step. If you are using the Management Server as the NFS server, you MUST NOT perform this step. When the script has finished, unmount secondary storage and remove the created directory. # umount /mnt/secondary # rmdir /mnt/secondary 3. Repeat these steps for each sec[...]

  • Page 71

    About Configuration Parameters 63 Field Value management.network.cidr A CIDR that describes the network that the management CIDRs reside on. This variable must be set for deployments that use vSphere. It is recommended to be set for other deployments as well. Example: 192.168.3.0/24. xen.setup.multipath For XenServer nodes, this is a true/false var[...]

  • Page 72

    Chapter 5. Installation 64 Field Value to ha_host. Specify the ha.tag value as a host tag when you add a new host to the cloud. 5.5.2. Setting Global Configuration Parameters Use the following steps to set global configuration parameters. These values will be the defaults in effect throughout your CloudPlatform deployment. 1. Log in to the UI as ad[...]

  • Page 73

    Granular Global Configuration Parameters 65 Field Field Value account allow.public.user.templates If false, users will not be able to create public templates. account use.system.public.ips If true and if an account has one or more dedicated public IP ranges, IPs are acquired from the system pool after all the IPs dedicated to the account have been [...]

  • Page 74

    Chapter 5. Installation 66 Field Field Value Keep the corresponding notification threshold lower than this value to be notified beforehand. cluster cpu.overprovisioning.factor Used for CPU over- provisioning calculation; the available CPU will be the mathematical product of actualCpuCapacity and cpu.overprovisioning.factor. cluster mem.overprovisio[...]

  • Page 75

    Granular Global Configuration Parameters 67 Field Field Value zone router.template.kvm Name of the default router template on KVM. zone router.template.vmware Name of the default router template on VMware. zone enable.dynamic.scale.vm Enable or diable dynamically scaling of a VM. zone use.external.dns Bypass internal DNS, and use the external DNS1 [...]

  • Page 76

    68[...]

  • Page 77

    Chapter 6. 69 User Interface 6.1. Supported Browsers The CloudPlatform web-based UI is available in the following popular browsers: • Mozilla Firefox 22 or greater • Apple Safari, all versions packaged with Mac OS X 10.5 (Leopard) or greater • Google Chrome, all versions starting from the year 2012 • Microsoft Internet Explorer 9 or greater[...]

  • Page 78

    Chapter 6. User Interface 70 6.2.2. Root Administrator's UI Overview The CloudPlatform UI helps the CloudPlatform administrator provision, view, and manage the cloud infrastructure, domains, user accounts, projects, and configuration settings. The first time you start the UI after a fresh Management Server installation, you can choose to follo[...]

  • Page 79

    Changing the Root Password 71 Warning You are logging in as the root administrator. This account manages the CloudPlatform deployment, including physical infrastructure. The root administrator can modify configuration settings to change basic functionality, create or delete user accounts, and take many actions that should be performed only by an au[...]

  • Page 80

    Chapter 6. User Interface 72 For more information on creating a new instance, see Creating VMs in the Administration Guide. 2. Download the script file cloud-set-guest-sshkey from the following link: http://download.cloud.com/templates/4.2/bindir/cloud-set-guest-sshkey.in 3. Copy the file to /etc/init.d. 4. Give the necessary permissions on the scr[...]

  • Page 81

    Creating an Instance 73 2. Copy the key data into a file. The file looks like this: -----BEGIN RSA PRIVATE KEY----- MIICXQIBAAKBgQCSydmnQ67jP6lNoXdX3noZjQdrMAWNQZ7y5SrEu4wDxplvhYci dXYBeZVwakDVsU2MLGl/K+wefwefwefwefwefJyKJaogMKn7BperPD6n1wIDAQAB AoGAdXaJ7uyZKeRDoy6wA0UmF0kSPbMZCR+UTIHNkS/E0/4U+6lhMokmFSHtu mfDZ1kGGDYhMsdytjDBztljawfawfeawefawfawfaw[...]

  • Page 82

    74[...]

  • Page 83

    Chapter 7. 75 Steps to Provisioning Your Cloud Infrastructure This section tells how to add regions, zones, pods, clusters, hosts, storage, and networks to your cloud. If you are unfamiliar with these entities, please begin by looking through Chapter 3, Cloud Infrastructure Concepts . 7.1. Overview of Provisioning Steps After the Management Server [...]

  • Page 84

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 76 7.2. Adding Regions (optional) Grouping your cloud resources into geographic regions is an optional step when provisioning the cloud. For an overview of regions, see Section 3.1, “About Regions” . 7.2.1. The First Region: The Default Region If you do not take action to define regions[...]

  • Page 85

    Adding Third and Subsequent Regions 77 3. Now add the new region to region 1 in CloudPlatform. a. Log in to CloudPlatform in the first region as root administrator (that is, log in to <region.1.IP.address>:8080/client). b. In the left navigation bar, click Regions. c. Click Add Region. In the dialog, fill in the following fields: • ID. A un[...]

  • Page 86

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 78 2. Once the Management Server is running, add your new region to all existing regions by repeatedly using the Add Region button in the UI. For example, if you were adding region 3: a. Log in to CloudPlatform in the first region as root administrator (that is, log in to <region.1.IP.ad[...]

  • Page 87

    Adding a Zone 79 2. In the left navigation bar, click Regions. 3. Click the name of the region you want to delete. 4. Click the Remove Region button. 5. Repeat these steps for <region.2.IP.address>:8080/client. 7.3. Adding a Zone Adding a zone consists of three phases: • Create a mount point for secondary storage on the Management Server. ?[...]

  • Page 88

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 80 • Advanced. For more sophisticated network topologies. This network model provides the most flexibility in defining guest networks and providing custom network offerings such as firewall, VPN, or load balancer support. For more information about the network types, see Network Setup. 7.[...]

  • Page 89

    Steps to Add a New Zone 81 • Public. A public zone is available to all users. A zone that is not public will be assigned to a particular domain. Only users in that domain will be allowed to create guest VMs in this zone. 2. Choose which traffic types will be carried by the physical network. The traffic types are management, public, guest, and sto[...]

  • Page 90

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 82 7. In a new zone, CloudPlatform adds the first pod for you. You can always add more pods later. For an overview of what a pod is, see Section 3.3, “About Pods” . To configure the first pod, enter the following, then click Next: • Pod Name. A name for the pod. • Reserved system ga[...]

  • Page 91

    Steps to Add a New Zone 83 • Citrix XenServer Installation and Configuration • VMware vSphere Installation and Configuration • KVM vSphere Installation and Configuration • Oracle VM (OVM) Installation and Configuration To configure the first host, enter the following, then click Next: • Host Name. The DNS name or IP address of the host. ?[...]

  • Page 92

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 84 • Hypervisor. Choose the hypervisor for the first cluster in the zone. You can add clusters with different hypervisors later, after you finish adding the zone. • Public. A public zone is available to all users. A zone that is not public will be assigned to a particular domain. Only u[...]

  • Page 93

    Steps to Add a New Zone 85 4. Click Next. 5. Configure the IP range for public Internet traffic. Enter the following details, then click Add. If desired, you can repeat this step to add more public Internet IP ranges. When done, click Next. • Gateway. The gateway in use for these IP addresses. • Netmask. The netmask associated with this IP rang[...]

  • Page 94

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 86 • Start/End Reserved System IP. The IP range in the management network that CloudPlatform uses to manage various system VMs, such as Secondary Storage VMs, Console Proxy VMs, and DHCP. For more information, see Section 3.8.6, “System Reserved IP Addresses” . 7. Specify a range of V[...]

  • Page 95

    Steps to Add a New Zone 87 more information, see HA-Enabled Virtual Machines as well as HA for Hosts, both in the Administration Guide. 10. In a new cluster, CloudPlatform adds the first primary storage server for you. You can always add more servers later. For an overview of what primary storage is, see Section 3.6, “About Primary Storage” . T[...]

  • Page 96

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 88 SharedMountPoint • Path. The path on each host that is where this primary storage is mounted. For example, "/mnt/primary". • Tags (optional). The comma-separated list of tags for this storage device. It should be an equivalent set or superset of the tags on your disk offeri[...]

  • Page 97

    Adding a Cluster 89 5. Enter the following details in the dialog. • Name. The name of the pod. • Gateway. The gateway for the hosts in that pod. • Netmask. The network prefix that defines the pod's subnet. Use CIDR notation. • Start/End Reserved System IP. The IP range in the management network that CloudPlatform uses to manage various[...]

  • Page 98

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 90 3. Click the Compute tab. In the Pods node, click View All. Select the same pod you used in step 1. 4. Click View Clusters, then click Add Cluster. The Add Cluster dialog is displayed. 5. In Hypervisor, choose OVM. 6. In Cluster, enter a name for the cluster. 7. Click Add. 7.5.3. Add Clu[...]

  • Page 99

    Add Cluster: vSphere 91 2. Log in to the UI. 3. In the left navigation, choose Infrastructure. In Zones, click View More, then click the zone in which you want to add the cluster. 4. Click the Compute tab, and click View All on Pods. Choose the pod to which you want to add the cluster. 5. Click View Clusters. 6. Click Add Cluster. 7. In Hypervisor,[...]

  • Page 100

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 92 If you have enabled Nexus dvSwitch in the environment, the following parameters for dvSwitch configuration are displayed: • Nexus dvSwitch IP Address: The IP address of the Nexus VSM appliance. • Nexus dvSwitch Username: The username required to access the Nexus VSM applicance. • N[...]

  • Page 101

    Adding a Host 93 7.6. Adding a Host 1. Before adding a host to the CloudPlatform configuration, you must first install your chosen hypervisor on the host. CloudPlatform can manage hosts running VMs under a variety of hypervisors. The CloudPlatform Installation Guide provides instructions on how to install each supported hypervisor and configure it [...]

  • Page 102

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 94 For all additional hosts to be added to the cluster, run the following command. This will cause the host to join the master in a XenServer pool. # xe pool-join master-address=[master IP] master-username=root master-password=[your password] Note When copying and pasting a command, be sure[...]

  • Page 103

    Adding a Host (vSphere) 95 7. Click Add Host. 8. Provide the following information. • Host Name. The DNS name or IP address of the host. • Username. Usually root. • Password. This is the password for the user named above (from your XenServer, KVM, or OVM install). • Host Tags (Optional). Any labels that you use to categorize hosts for ease [...]

  • Page 104

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 96 • Pod. (Visible only if you choose Cluster in the Scope field.) The pod for the storage device. • Cluster. (Visible only if you choose Cluster in the Scope field.) The cluster for the storage device. • Name. The name of the storage device • Protocol. For XenServer, choose either [...]

  • Page 105

    Adding an NFS Secondary Staging Store for Each Zone 97 3. Log in to the CloudPlatform UI as root administrator. 4. In the left navigation bar, click Infrastructure. 5. In Secondary Storage, click View All. 6. Click Add Secondary Storage. 7. Fill in the following fields: • Name. Give the storage a descriptive name. • Provider. Choose the type of[...]

  • Page 106

    Chapter 7. Steps to Provisioning Your Cloud Infrastructure 98 5. In Secondary Storage, click View All. 6. In Select View, choose Secondary Staging Store. 7. Click the Add NFS Secondary Staging Store button. 8. Fill out the dialog box fields, then click OK: • Zone. The zone where the NFS Secondary Staging Store is to be located. • NFS server. Th[...]

  • Page 107

    Initialize and Test 99 If you decide to grow your deployment, you can add more hosts, primary storage, zones, pods, and clusters.[...]

  • Page 108

    100[...]

  • Page 109

    Chapter 8. 101 Installing XenServer for CloudPlatform If you want to use the Citrix XenServer hypervisor to run guest virtual machines, install XenServer on the host(s) in your cloud. For an initial installation, follow the steps below. If you have previously installed XenServer and want to upgrade to another version, see Section 4.4.1, “Upgradin[...]

  • Page 110

    Chapter 8. Installing XenServer for CloudPlatform 102 8.2. XenServer Installation Steps 1. From https://www.citrix.com/English/ss/downloads/ , download the appropriate version of XenServer for your CloudPlatform version (see Section 8.1, “System Requirements for XenServer Hosts” ). Install it using the Citrix XenServer Installation Guide. 2. Af[...]

  • Page 111

    Licensing 103 3. Restart the NTP client. # service ntpd restart 4. Make sure NTP will start again upon reboot. # chkconfig ntpd on 8.6. Licensing Citrix XenServer Free version provides 30 days usage without a license. Following the 30 day trial, XenServer requires a free activation and license. You can choose to install a license now or skip this s[...]

  • Page 112

    Chapter 8. Installing XenServer for CloudPlatform 104 # xe-install-supplemental-pack xenserver-cloud-supp.iso 2. If the XenServer host is part of a zone that uses basic networking, disable Open vSwitch (OVS): # xe-switch-network-backend bridge Restart the host machine when prompted. 3. If you are using XenServer 6.1 or greater, perform the followin[...]

  • Page 113

    iSCSI Multipath Setup for XenServer (Optional) 105 lrwxrwxrwx 1 root root 9 Mar 16 13:47 /dev/disk/by-id/scsi-360a98000503365344e6f6177615a516b -> ../../sdc 5. Repeat step 4 on every host. 6. On the storage server, run this command to get a unique ID for the new SR. # uuidgen The output should look like this, although the specific ID will be dif[...]

  • Page 114

    Chapter 8. Installing XenServer for CloudPlatform 106 Make note of the values you will need when you add this storage to the CloudPlatform later (see Section 7.7, “Adding Primary Storage” ). In the Add Primary Storage dialog, in Protocol, you will choose PreSetup. In SR Name-Label, you will enter the same name used to create the SR. If you enco[...]

  • Page 115

    Separate Storage Network for XenServer (Optional) 107 labels "cloud-guest" and "cloud-guest2". After the management server is installed and running, you must add the networks and use these labels so that CloudPlatform is aware of the networks. Follow this procedure on each new host before adding the host to CloudPlatform: 1. Run[...]

  • Page 116

    Chapter 8. Installing XenServer for CloudPlatform 108 • 2 NICs on private, 2 NICs on public, storage uses management network • 1 NIC for private, public, and storage All NIC bonding is optional. XenServer expects all nodes in a cluster will have the same network cabling and same bonds implemented. In an installation the master will be the first[...]

  • Page 117

    NIC Bonding for XenServer (Optional) 109 1. Find the physical NICs that you want to bond together. #xe pif-list host-name-label='hostname' device=eth2 # xe pif-list host-name-label='hostname' device=eth3 These command shows the eth2 and eth3 NICs and their UUIDs. Substitute the ethX devices of your choice. Call the UUID's r[...]

  • Page 118

    110[...]

  • Page 119

    Chapter 9. 111 Installing KVM for CloudPlatform If you want to use the Linux Kernel Virtual Machine (KVM) hypervisor to run guest virtual machines, install KVM on the host(s) in your cloud. The material in this section doesn't duplicate KVM installation documentation. It provides the CloudPlatform-specific steps that are needed to prepare a KV[...]

  • Page 120

    Chapter 9. Installing KVM for CloudPlatform 112 patches. It is essential that your hosts are completely up to date with the provided hypervisor patches. The hypervisor vendor is likely to refuse to support any system that is not up to date with patches. Warning The lack of up-do-date hotfixes can lead to data corruption and lost VMs. 9.2. Install a[...]

  • Page 121

    Physical Network Configuration for KVM 113 c. Create a repo file at /etc/yum.repos.d/rhel6.repo. In the file, insert the following lines: [rhel] name=rhel6 baseurl=file:///media enabled=1 gpgcheck=0 4. Install the CloudPlatform packages. You should have a file in the form of “CloudPlatform- VERSION-N-OSVERSION.tar.gz”. Untar the file and then r[...]

  • Page 122

    Chapter 9. Installing KVM for CloudPlatform 114 • private.network.device These should be set to the name of the bridge that the user created for the respective traffic type. For example: • public.network.device=publicbondbr0 9.5. Time Synchronization for KVM Hosts The host must be set to use NTP. All hosts in a pod must have the same time. 1. L[...]

  • Page 123

    Primary Storage Setup for KVM (Optional) 115 • Each node in the KVM cluster mounts the storage in the same local location (e.g., /mnt/primary) • A shared clustered file system is used • The administrator manages the mounting and unmounting of the storage • If you want to use SharedMountPoint storage you should set it up on the KVM hosts now[...]

  • Page 124

    116[...]

  • Page 125

    Chapter 10. 117 Installing VMware for CloudPlatform If you want to use the VMware vSphere hypervisor to run guest virtual machines, install vSphere on the host(s) in your cloud. 10.1. System Requirements for vSphere Hosts 10.1.1. Software requirements • vSphere and vCenter, both version 5.0 or 5.1. vSphere Standard is recommended. Note however th[...]

  • Page 126

    Chapter 10. Installing VMware for CloudPlatform 118 10.1.3. vCenter Server requirements: • Processor - 2 CPUs 2.0GHz or higher Intel or AMD x86 processors. Processor requirements may be higher if the database runs on the same machine. • Memory - 3GB RAM. RAM requirements may be higher if your database runs on the same machine. • Disk storage [...]

  • Page 127

    Preparation Checklist for VMware 119 10.2. Preparation Checklist for VMware For a smoother installation, gather the following information before you start: • Information listed in Section 10.2.1, “vCenter Checklist” • Information listed in Section 10.2.2, “Networking Checklist for VMware” 10.2.1. vCenter Checklist You will need the foll[...]

  • Page 128

    Chapter 10. Installing VMware for CloudPlatform 120 10.3. vSphere Installation Steps 1. If you haven't already, you'll need to download and purchase vSphere from the VMware Website ( https://www.vmware.com/tryvmware/index.php?p=vmware-vsphere&lp=1 ) and install it by following the VMware vSphere Installation Guide. 2. Following instal[...]

  • Page 129

    Configure vCenter Management Network 121 10.5.1.2. Increasing Ports By default a virtual switch on ESXi hosts is created with 56 ports. We recommend setting it to 4088, the maximum number of ports allowed. To do that, click the "Properties..." link for virtual switch (note this is not the Properties link for Networking). In vSwitch proper[...]

  • Page 130

    Chapter 10. Installing VMware for CloudPlatform 122 10.6. Configuring a vSphere Cluster with Nexus 1000v Virtual Switch CloudPlatform supports Cisco Nexus 1000v dvSwitch (Distributed Virtual Switch) for virtual network configuration in a VMware vSphere environment. This section helps you configure a vSphere cluster with Nexus 1000v virtual switch i[...]

  • Page 131

    Nexus 1000v Virtual Switch Preconfiguration 123 • All information given in Section 10.6.3, “Nexus 1000v Virtual Switch Preconfiguration” 10.6.3. Nexus 1000v Virtual Switch Preconfiguration 10.6.3.1. Preparation Checklist For a smoother configuration of Nexus 1000v switch, gather the following information before you start: • vCenter Credenti[...]

  • Page 132

    Chapter 10. Installing VMware for CloudPlatform 124 Network Requirements Value Notes establish and maintain the connection between the VSM and VMware vCenter Server. Packet Port Group VLAN ID The VLAN ID of the Packet Port Group. The packet VLAN forwards relevant data packets from the VEMs to the VSM. Note The VLANs used for control, packet, and ma[...]

  • Page 133

    Nexus 1000v Virtual Switch Preconfiguration 125 • The Ethernet port profile created to represent the physical network or networks used by an Advanced zone configuration trunk all the VLANs including guest VLANs, the VLANs that serve the native VLAN, and the packet/control/data/management VLANs of the VSM. • The Ethernet port profile created for[...]

  • Page 134

    Chapter 10. Installing VMware for CloudPlatform 126 Note Before you run the vlan command, ensure that the configuration mode is enabled in Nexus 1000v virtual switch. For example: If you want the VLAN 200 to be used on the switch, run the following command: vlan 200 If you want the VLAN range 1350-1750 to be used on the switch, run the following co[...]

  • Page 135

    Removing Nexus Virtual Switch 127 Parameters Description vCenter Password Enter the password for the user named above. vCenter Datacenter Enter the vCenter datacenter that the cluster is in. For example, "cloud.dc.VM". Nexus dvSwitch IP Address The IP address of the VSM component of the Nexus 1000v virtual switch. Nexus dvSwitch Username [...]

  • Page 136

    Chapter 10. Installing VMware for CloudPlatform 128 • VMware VDS does not support multiple VDS per traffic type. If a user has many VDS switches, only one can be used for Guest traffic and another one for Public traffic. • Additional switches of any type can be added for each cluster in the same zone. While adding the clusters with different sw[...]

  • Page 137

    Configuring a VMware Datacenter with VMware Distributed Virtual Switch 129 • The Public Traffic vSwitch Type field when you add a VMware VDS-enabled cluster. • The switch name in the traffic label while updating the switch type in a zone. Traffic label format in the last case is [["Name of vSwitch/dvSwitch/EthernetPortProfile"][,"[...]

  • Page 138

    Chapter 10. Installing VMware for CloudPlatform 130 Fields Name Description would be ignored and could be left empty for guest traffic. By default empty string would be assumed which translates to untagged VLAN for that specific traffic type. 3 Type of virtual switch. Specified as string. Possible valid values are vmwaredvs, vmwaresvs, nexusdvs. vm[...]

  • Page 139

    Configuring a VMware Datacenter with VMware Distributed Virtual Switch 131 you enable the vmware.use.dvswitch parameter, you cannot see any UI options specific to VDS, and CloudPlatform ignores the VDS-specific parameters that you specify. Additionally, CloudPlatform uses VDS for virtual network infrastructure if the value of vmware.use.dvswitch pa[...]

  • Page 140

    Chapter 10. Installing VMware for CloudPlatform 132 Parameters Description vCenter User name Enter the username that CloudPlatform should use to connect to vCenter. This user must have all administrative privileges. vCenter Password Enter the password for the user named above. vCenter Datacenter Enter the vCenter datacenter that the cluster is in. [...]

  • Page 141

    Create an iSCSI datastore 133 Repeat these steps for all ESXi hosts in the cluster. 10.7.3. Create an iSCSI datastore You should now create a VMFS datastore. Follow these steps to do so: 1. Select Home/Inventory/Datastores. 2. Right click on the datacenter node. 3. Choose Add Datastore... command. 4. Follow the wizard to create a iSCSI datastore. T[...]

  • Page 142

    134[...]

  • Page 143

    Chapter 11. 135 Bare Metal Installation You can set up bare metal hosts in a CloudPlatform cloud and manage them with the Management Server. Bare metal hosts do not run hypervisor software. You do not install the operating system – that is done using PXE when an instance is created from the bare metal template which you are going to create as par[...]

  • Page 144

    Chapter 11. Bare Metal Installation 136 Example: Section 11.3.18, “Example CentOS 6.x Kickstart File” • Ubuntu Docs: https://help.ubuntu.com/lts/installation-guide/i386/automatic-install.html Example: Section 11.3.20, “Example Ubuntu 12.04 Kickstart File” 11.2.1. Limitations of Kickstart Baremetal Installation When this feature is used, t[...]

  • Page 145

    Enable PXE on the Bare Metal Host 137 Once you are there, set the following: • IP address of IPMI NIC • Netmask • Gateway • Username and password for IPMI NIC CloudPlatform uses ipmitool to control the lifecycle of baremetal hosts. By default, ipmitool uses the interface 'lan' to issue ipmi commands. Depending on your motherboard,[...]

  • Page 146

    Chapter 11. Bare Metal Installation 138 You should see a few messages as the installer prepares, followed by a list of choices. 4. Choose “B” to install the software that is needed for bare metal. > B 5. Run the bare metal setup script. # cloudstack-setup-baremetal 6. Make note of the TFTP root directory that is displayed by this script. You[...]

  • Page 147

    Set Up a File Server 139 • sync: exportfs notify client when file write is complete instead of async notify Warning Be careful with space characters in these NFS configuration files. They must be used exactly as shown in the syntax. 2. In /etc/hosts.deny, list the clients that are not permitted access to the NFS server by default. For example, yo[...]

  • Page 148

    Chapter 11. Bare Metal Installation 140 • rpc.lockd • rpc.rquotad 11.3.6. Create a Bare Metal Image Create an image which can be installed on bare metal hosts later, when bare metal instances are provisioned in your cloud. On the NFS file server, create a folder and put a PXE bootable kernel and initrd in it. For example: # mkdir –p /home/cen[...]

  • Page 149

    Create a Bare Metal Network Offering 141 11.3.8. Create a Bare Metal Network Offering 1. Log in as admin to the CloudPlatform UI. 2. In the left navigation bar, click Service Offerings. 3. In Select Offering, choose Network Offering. 4. Click Add Network Offering. 5. In the dialog, make the following choices: • Name: You can give the offering any[...]

  • Page 150

    Chapter 11. Bare Metal Installation 142 • python-cherrypy: A Python HTTP server which is distributed by default with most Linux distributions. For example, both CentOS and Ubuntu have this package. • ipset: An iptables tool which provides ipset match. In Ubuntu, ipset is provided by default. In Cent OS, it is not provided by default; you need t[...]

  • Page 151

    (Optional) Set Bare Metal Configuration Parameters 143 11.3.10. (Optional) Set Bare Metal Configuration Parameters 1. Log in as admin to the CloudPlatform UI. Click Global Settings. Make any desired modifications to the bare metal configuration parameters. • enable.baremetal.securitygroup.agent.echo (default: false) • external.baremetal.resourc[...]

  • Page 152

    Chapter 11. Bare Metal Installation 144 9. In a new zone, CloudPlatform adds the first pod for you. You can always add more pods later. To configure the first pod, enter the following: • Pod Name. A name for the pod. • Reserved system gateway. The gateway for the hosts in that pod. • Reserved system netmask. The network prefix that defines th[...]

  • Page 153

    Add the PXE Server and DHCP Server to Your Deployment 145 3. Click the Compute and Storage tab. In Clusters, click View All, then click the name of the bare metal cluster you added earlier. 4. Click View Hosts. 5. Click the Add Host button. The Add Host dialog will appear. 6. In the Add Host dialog, make the following choices: • Host name. The IP[...]

  • Page 154

    Chapter 11. Bare Metal Installation 146 7. In the list of Network service providers, click Baremetal DHCP. In the Details node, click Add Baremetal DHCP Device button. The Add Baremetal DHCP Device dialog will appear. 8. In the Add Baremetal DHCP Device dialog: • URL: http://<PXE DHCP server IP address> • Username: login username • Pass[...]

  • Page 155

    Provision a Bare Metal Instance 147 • Featured. Choose Yes if you would like this template to be more prominent for users to select. Only administrators may make templates featured. 11.3.16. Provision a Bare Metal Instance Deploy one bare metal instance per host using these steps. 1. Log in to the CloudPlatform UI as an administrator or user. 2. [...]

  • Page 156

    Chapter 11. Bare Metal Installation 148 selinux --permissive timezone --utc Europe/London bootloader --location=mbr --driveorder=sda clearpart --initlabel --linux --drives=sda part /boot --fstype ext3 --size=500 --ondisk=sda part pv.2 --size=1 --grow --ondisk=sda volgroup vg00 --pesize=32768 pv.2 logvol swap --fstype swap --name=swap00 --vgname=vg0[...]

  • Page 157

    Example Ubuntu 12.04 Kickstart File 149 # SELinux #selinux --enforcing selinux --permissive # Services running at boot services --enabled network,sshd services --disabled sendmail # Disable anything graphical skipx text # Set up the disk zerombr clearpart --all part / --fstype=ext4 --grow --size=1024 --asprimary #part swap --size=512 # lets do no s[...]

  • Page 158

    Chapter 11. Bare Metal Installation 150 mouse #System timezone timezone America/New_York #Root password rootpw --iscrypted password #Initial user user --disabled #Reboot after installation reboot #Use text mode install text #Install OS instead of upgrade install # Use network installation url --url=http://10.223.110.231/baremetal/ubuntu1204 #System[...]

  • Page 159

    Using Cisco UCS as Bare Metal Host CloudPlatform 151 %pre #services services --enabled=ntpd,nscd,puppet #Package install information %packages ubuntu-standard man-db wget postfix openssh-server sysstat nfs-common nscd postfix quota ntp %post 11.4. Using Cisco UCS as Bare Metal Host CloudPlatform (Supported only for use in CloudPlatform zones with b[...]

  • Page 160

    Chapter 11. Bare Metal Installation 152 • UCS manager IP address • UCS manager username • UCS manager password 2. Log in to the CloudPlatform UI as administrator. 3. In the left navigation bar, click Infrastructure, then click Zones. 4. Click the name of a zone where Network Type is Basic. 5. Click the Compute and Storage tab. 6. Scroll down [...]

  • Page 161

    Disassociating a Profile from a UCS Blade 153 11.4.3. Disassociating a Profile from a UCS Blade 1. Log in to the CloudPlatform UI as administrator. 2. In the left navigation bar, click Infrastructure, then click Zones. 3. Click the name of a zone where you have registered a UCS Manager. 4. Click the Compute and Storage tab. 5. Scroll down in the di[...]

  • Page 162

    154[...]

  • Page 163

    Chapter 12. 155 Installing Oracle VM (OVM) for CloudPlatform If you want to use the Oracle VM Server (OVM) hypervisor to run guest virtual machines, install OVM on the host(s) in your cloud. 12.1. System Requirements for OVM Hosts CloudPlatform works with the following version: • OVM Server 2.2.1 The OVM hosts must follow these restrictions: • [...]

  • Page 164

    Chapter 12. Installing Oracle VM (OVM) for CloudPlatform 156 4. Repeat for any additional hosts that will be part of the OVM cluster. Note After ISO installation, the installer reboots into the operating system. Due to a known issue in OVM Server, the reboot will place the VM in the Stopped state. In the CloudPlatform UI, detach the ISO from the VM[...]

  • Page 165

    Chapter 13. 157 Choosing a Deployment Architecture The architecture used in a deployment will vary depending on the size and purpose of the deployment. This section contains examples of deployment architecture, including a small-scale deployment useful for test and trial deployments and a fully-redundant large-scale setup for production deployments[...]

  • Page 166

    Chapter 13. Choosing a Deployment Architecture 158 13.2. Large-Scale Redundant Setup This diagram illustrates the network architecture of a large-scale CloudPlatform deployment. • A layer-3 switching layer is at the core of the data center. A router redundancy protocol like VRRP should be deployed. Typically high-end core switches also include fi[...]

  • Page 167

    Separate Storage Network 159 • The Management Server cluster (including front-end load balancers, Management Server nodes, and the MySQL database) is connected to the management network through a pair of load balancers. • Secondary storage servers are connected to the management network. • Each pod contains storage and computing servers. Each[...]

  • Page 168

    160[...]

  • Page 169

    Chapter 14. 161 Network Setup Achieving the correct networking setup is crucial to a successful CloudPlatform installation. This section contains information to help you make decisions and follow the right procedures to get your network set up correctly. 14.1. Basic and Advanced Networking CloudPlatform provides two styles of networking:. Basic Pro[...]

  • Page 170

    Chapter 14. Network Setup 162 14.2. VLAN Allocation Example VLANs are required for public and guest traffic. The following is an example of a VLAN allocation scheme: VLAN IDs Traffic type Scope less than 500 Management traffic. Reserved for administrative purposes. CloudPlatform software can access this, hypervisors, system VMs. 500-599 VLAN carryi[...]

  • Page 171

    Cisco 3750 163 • All VLANs (300-999) are passed to all the pod-level layer-2 switches. 14.3.2. Cisco 3750 The following steps show how a Cisco 3750 is configured for zone-level layer-3 switching. These steps assume VLAN 201 is used to route untagged private IPs for pod 1, and pod 1’s layer-2 switch is connected to GigabitEthernet1/0/1. 1. Setti[...]

  • Page 172

    Chapter 14. Network Setup 164 2. VLAN 201 is used to route untagged private IP addresses for pod 1, and pod 1 is connected to this layer-2 switch. interface range ethernet all switchport mode general switchport general allowed vlan add 300-999 tagged exit The statements configure all Ethernet ports to function as follows: • All ports are configur[...]

  • Page 173

    External Guest Firewall Integration for Juniper SRX (Optional) 165 To achieve the above purposes you must set up fixed configurations for the firewall. Firewall rules and policies need not change as users are provisioned into the cloud. Any brand of hardware firewall that supports NAT and site-to-site VPN can be used. 14.5.2. External Guest Firewal[...]

  • Page 174

    Chapter 14. Network Setup 166 8. Make sure the "ssh" and "xnm-clear-text" system services are enabled. 9. If traffic metering is desired: a. a. Create an incoming firewall filter and an outgoing firewall filter. These filters should be the same names as your public security zone name and private security zone name respectively. [...]

  • Page 175

    External Guest Firewall Integration for Cisco VNMC (Optional) 167 • Public Interface. The name of the public interface on the SRX. For example, ge-0/0/2. A ".x" at the end of the interface indicates the VLAN that is in use. • Private Interface: The name of the private interface on the SRX. For example, ge-0/0/1. • Number of Retries:[...]

  • Page 176

    Chapter 14. Network Setup 168 • When a guest network is created with Cisco VNMC firewall provider, an additional public IP is acquired along with the Source NAT IP. The Source NAT IP is used for the rules, whereas the additional IP is used to for the ASA outside interface. Ensure that this additional public IP is not released. You can identify th[...]

  • Page 177

    External Guest Firewall Integration for Cisco VNMC (Optional) 169 For more information, see Section 10.6, “Configuring a vSphere Cluster with Nexus 1000v Virtual Switch” . 5. Deploy and Cisco ASA 1000v appliance. For more information, see Setting Up the ASA 1000V Using VNMC 4 . Typically, you create a pool of ASA 1000v appliances and register t[...]

  • Page 178

    Chapter 14. Network Setup 170 2. In the left navigation bar, click Infrastructure. 3. In Zones, click View More. 4. Choose the zone you want to work with. 5. Click the Physical Network tab. 6. In the Network Service Providers node of the diagram, click Configure. You might have to scroll down to see this. 7. Click Cisco VNMC. 8. Click View VNMC Dev[...]

  • Page 179

    External Guest Firewall Integration for Cisco VNMC (Optional) 171 14.5.3.4. Creating a Network Offering Using Cisco ASA 1000v To have Cisco ASA 1000v support for a guest network, create a network offering as follows: 1. Log in to the CloudPlatform UI as a user or admin. 2. From the Select Offering drop-down, choose Network Offering. 3. Click Add Ne[...]

  • Page 180

    Chapter 14. Network Setup 172 You are prompted with the following message: System config has been modified. Save? [Y]es/[N]o:" b. Enter N. You will get the following confirmation message: "Proceed with reload? [confirm]" c. Restart the appliance. 2. Register the ASA 1000v appliance with the VNMC: ASA1000V(config)# vnmc policy-agent A[...]

  • Page 181

    Topology Requirements 173 • IP Address: The IP address of the NetScaler. • Username/Password: The authentication credentials to access the device. CloudPlatform uses these credentials to access the device. • Type: The type of device that is being added. It could be NetScaler VPX, NetScaler MPX, or NetScaler SDX. For a comparison of the NetSca[...]

  • Page 182

    Chapter 14. Network Setup 174 14.7.3. Storage Network Topology Requirements The secondary storage NFS export is mounted by the secondary storage VM. Secondary storage traffic goes over the management traffic network, even if there is a separate storage network. Primary storage traffic goes over the storage network, if available. If you choose to pl[...]

  • Page 183

    Setting Zone VLAN and Running VM Maximums 175 To set up the integration between CloudPlatform and Traffic Sentinel: 1. On your network infrastructure, install Traffic Sentinel and configure it to gather traffic data. For installation and configuration steps, see inMon documentation at Traffic Sentinel Documentation 5 . 2. In the Traffic Sentinel UI[...]

  • Page 184

    176[...]

  • Page 185

    Chapter 15. 177 Amazon Web Service Interface 15.1. Amazon Web Services EC2 Compatible Interface CloudPlatform can translate Amazon Web Services (AWS) API calls to native CloudPlatform API calls so that users can continue using existing AWS-compatible tools. This translation service runs as a separate web application in the same tomcat server as the[...]

  • Page 186

    Chapter 15. Amazon Web Service Interface 178 4. (Optional) The AWS API listens for requests on port 7080. If you prefer AWS API to listen on another port, you can change it as follows: a. Edit the files /etc/cloudstack/management/server.xml, /etc/cloudstack/management/server- nonssl.xml, and /etc/cloudstack/management/server-ssl.xml. b. In each fil[...]

  • Page 187

    AWS API Command-Line Tools Setup 179 $ cloudstack-aws-api-register --apikey= User’s CloudPlatform API key -- secretkey= User’s CloudPlatform Secret key --cert= /path/to/cert.pem -- url=http:// CloudPlatform.server :7080/awsapi Note A user with an existing AWS certificate could choose to use the same certificate with CloudPlatform, but the publi[...]

  • Page 188

    Chapter 15. Amazon Web Service Interface 180 EC2 command SOAP / REST call CloudPlatform API call The noReboot parameter is not supported. ec2-deregister DeregisterImage DeleteTemplate ec2-describe-images DescribeImages listTemplates ec2-register For the optional parameter architecture , use the CloudPlatform format rather than the EC2 format. The C[...]

  • Page 189

    Supported AWS API Calls 181 EC2 command SOAP / REST call CloudPlatform API call Known issue: The CloudPlatform device ID of 0, which represents a root volume, does not map to any EC2 device name to be returned in the command response. Table 15.7. Keys Pairs EC2 command SOAP / REST call CloudPlatform API call ec2-add-keypair CreateKeyPair createSSHK[...]

  • Page 190

    Chapter 15. Amazon Web Service Interface 182 EC2 command SOAP / REST call CloudPlatform API call ec2-delete-tags DeleteTags Remove tags from one or more resources. ec2-describe-tags DescribeTags Show currently defined tags.[...]

  • Page 191

    Chapter 16. 183 Additional Installation Options The next few sections describe CloudPlatform features above and beyond the basic deployment options. 16.1. Installing the Usage Server (Optional) You can optionally install the Usage Server once the Management Server is configured properly. The Usage Server takes data from the events in the system and[...]

  • Page 192

    Chapter 16. Additional Installation Options 184 CloudPlatform uses Tomcat as its servlet container. For sites that would like CloudPlatform to terminate the SSL session, Tomcat’s SSL access may be enabled. Tomcat SSL configuration is described at http://tomcat.apache.org/tomcat-6.0-doc/ssl-howto.html. 16.3. Database Replication (Optional) CloudPl[...]

  • Page 193

    Database Replication (Optional) 185 # mysql -u root mysql> show master status; +------------------+----------+--------------+------------------+ | File | Position | Binlog_Do_DB | Binlog_Ignore_DB | +------------------+----------+--------------+------------------+ | mysql-bin.000001 | 412 | | | +------------------+----------+--------------+-----[...]

  • Page 194

    Chapter 16. Additional Installation Options 186 16.3.1. Failover This will provide for a replicated database that can be used to implement manual failover for the Management Servers. CloudPlatform failover from one MySQL instance to another is performed by the administrator. In the event of a database failure you should: 1. Stop the Management Serv[...]