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1
************
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Installation
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************
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.. toctree::
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   :maxdepth: 2
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Ubuntu 12.04.3 (64) - Django 1.3.x
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==================================
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This guide assumes that installation is carried out in /srv/flowspy directory. If other directory is to be used, please change the corresponding configuration files. It is also assumed that the root user will perform every action.
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Required system packages
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------------------------
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Update and install the required packages::
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	apt-get update
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	apt-get upgrade
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	apt-get install mysql-server apache2 memcached libapache2-mod-proxy-html gunicorn beanstalkd python-django python-django-extensions python-django-south python-django-tinymce tinymce python-mysqldb python-yaml python-memcache python-django-registration python-ipaddr python-lxml mysql-client git python-django-celery python-paramiko python-gevent vim
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.. note::
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 Set username and password for mysql if used
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.. note::
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	If you wish to deploy an outgoing mail server, now it is time to do it. Otherwise you could set FoD to send out mails via a third party account
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Create a database
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-----------------
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If you are using mysql, you should create a database::
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	mysql -u root -p -e 'create database fod'
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Required application packages
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-----------------------------
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Get the required packages and install them
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- ncclient: NETCONF python client::
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	cd ~
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	git clone https://github.com/leopoul/ncclient.git
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	cd ncclient
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	python setup.py install
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- nxpy: Python Objects from/to XML proxy::
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	cd ~
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	git clone https://code.grnet.gr/git/nxpy
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	cd nxpy
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	python setup.py install
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- flowspy: core application. Installation is done at /srv/flowspy::
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	cd /srv
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	git clone https://code.grnet.gr/git/flowspy
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	cd flowspy
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Application configuration
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=========================
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Copy settings.py.dist to settings.py::
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	cp settings.py.dist settings.py
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Edit settings.py file and set the following according to your configuration::
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	ADMINS: set your admin name and email (assuming that your server can send notifications)
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	DATABASES (to point to your local database). You could use views instead of tables for models: peer, peercontacts, peernetworks. For this to work we suggest MySQL with MyISAM db engine
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	SECRET_KEY : Make this unique, and don't share it with anybody
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	STATIC_URL (static media directory) . If you have followed the above this should be: /srv/flowspy/static
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	TEMPLATE_DIRS : If you have followed the above this should be: /srv/flowspy/templates
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	CACHE_BACKEND:  If you have followed the above this should be: memcached://127.0.0.1:11211/?timeout=3600
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	Alternatively you could go for redis with the corresponding Django client lib.
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	NETCONF_DEVICE (tested with Juniper EX4200 but any BGP enabled Juniper should work). This is the flowspec capable device
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	NETCONF_USER (enable ssh and netconf on device)
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	NETCONF_PASS
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	If beanstalk is selected the following should be left intact.
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	BROKER_HOST (beanstalk host)
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	BROKER_PORT (beanstalk port)
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	SERVER_EMAIL
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	EMAIL_SUBJECT_PREFIX
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	If beanstalk is selected the following should be left intact.
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	BROKER_URL (beanstalk url)
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	SHIB_AUTH_ENTITLEMENT (if you go for Shibboleth authentication)
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	NOTIFY_ADMIN_MAILS (bcc mail addresses)
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	PROTECTED_SUBNETS (subnets for which source or destination address will prevent rule creation and notify the NOTIFY_ADMIN_MAILS)
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	The whois client is meant to be used in case you have inserted peers with their ASes in the peers table and wish to get network info for each one in an automated manner.
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	PRIMARY_WHOIS
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	ALTERNATE_WHOIS
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	If you wish to deploy FoD with Shibboleth change the following attributes according to your setup:
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	SHIB_AUTH_ENTITLEMENT = 'urn:mace'
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	SHIB_ADMIN_DOMAIN = 'example.com'
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	SHIB_LOGOUT_URL = 'https://example.com/Shibboleth.sso/Logout'
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	SHIB_USERNAME = ['HTTP_EPPN']
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	SHIB_MAIL = ['mail', 'HTTP_MAIL', 'HTTP_SHIB_INETORGPERSON_MAIL']
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	SHIB_FIRSTNAME = ['HTTP_SHIB_INETORGPERSON_GIVENNAME']
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	SHIB_LASTNAME = ['HTTP_SHIB_PERSON_SURNAME']
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	SHIB_ENTITLEMENT = ['HTTP_SHIB_EP_ENTITLEMENT']
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If you have not installed an outgoing mail server you can always use your own account (either corporate or gmail, hotmail ,etc) by adding the following lines in settings.py::
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	EMAIL_USE_TLS = True #(or False)
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	EMAIL_HOST = 'smtp.example.com'
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	EMAIL_HOST_USER = 'username'
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	EMAIL_HOST_PASSWORD = 'yourpassword'
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	EMAIL_PORT = 587 #(outgoing)
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.. note::
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	Soon we will release a version with django-registration as a means to add users and Shibboleth as an alternative
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Let's move on with some copies and dir creations::
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	cp urls.py.dist urls.py
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	mkdir log
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	chown -R root:www-data log/
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	chmod -R g+w log
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System configuration
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====================
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Apache operates as a gunicorn Proxy with WSGI and Shibboleth modules enabled.
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Depending on the setup the apache configuration may vary::
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	a2enmod rewrite
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	a2enmod proxy
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	a2enmod ssl
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	a2enmod proxy_http
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If shibboleth is to be used::
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	apt-get install libapache2-mod-shib2
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	a2enmod shib2
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Now it is time to configure beanstalk, gunicorn, celery and apache.
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beanstalkd
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----------
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Enable beanstalk by editting /etc/default/beanstalkd::
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	vim /etc/default/beanstalkd
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Uncomment the line **START=yes** to enable beanstalk
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Start beanstalkd::
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	service beanstalkd start
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gunicorn.d
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----------
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create and edit /etc/gunicorn.d/fod::
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	vim /etc/gunicorn.d/fod
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FoD is served via gunicorn and is then proxied by Apache. If the above directory conventions have been followed so far, then your configuration should be::
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	CONFIG = {
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	    'mode': 'django',
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	    'working_dir': '/srv/flowspy',
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	    'args': (
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	        '--bind=127.0.0.1:8081',
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	        '--workers=1',
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	        '--timeout=360',
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	        '--worker-class=egg:gunicorn#gevent',
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	        '--log-level=debug',
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	        'settings.py',
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	    ),
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	}
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celery.d
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--------
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Celery is used over beanstalkd to apply firewall rules in a serial manner so that locks are avoided on the flowspec capable device. In our setup celery runs via django. That is why the python-django-celery package was installed.
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Create the celeryd daemon at /etc/init.d/celeryd::
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	#!/bin/sh -e
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	# ============================================
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	#  celeryd - Starts the Celery worker daemon.
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	# ============================================
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	#
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	# :Usage: /etc/init.d/celeryd {start|stop|force-reload|restart|try-restart|status}
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	# :Configuration file: /etc/default/celeryd
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	#
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	# See http://docs.celeryq.org/en/latest/cookbook/daemonizing.html#init-script-celeryd
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	### BEGIN INIT INFO
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	# Provides:          celeryd
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	# Required-Start:    $network $local_fs $remote_fs
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	# Required-Stop:     $network $local_fs $remote_fs
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	# Default-Start:     2 3 4 5
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	# Default-Stop:      0 1 6
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	# Short-Description: celery task worker daemon
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	### END INIT INFO
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	#set -e
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	DEFAULT_PID_FILE="/var/run/celeryd@%n.pid"
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	DEFAULT_LOG_FILE="/var/log/celeryd@%n.log"
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	DEFAULT_LOG_LEVEL="INFO"
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	DEFAULT_NODES="celery"
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	DEFAULT_CELERYD="-m celery.bin.celeryd_detach"
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	# /etc/init.d/celeryd: start and stop the celery task worker daemon.
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	CELERY_DEFAULTS=${CELERY_DEFAULTS:-"/etc/default/celeryd"}
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	test -f "$CELERY_DEFAULTS" && . "$CELERY_DEFAULTS"
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	if [ -f "/etc/default/celeryd" ]; then
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	    . /etc/default/celeryd
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	fi
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	CELERYD_PID_FILE=${CELERYD_PID_FILE:-${CELERYD_PIDFILE:-$DEFAULT_PID_FILE}}
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	CELERYD_LOG_FILE=${CELERYD_LOG_FILE:-${CELERYD_LOGFILE:-$DEFAULT_LOG_FILE}}
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	CELERYD_LOG_LEVEL=${CELERYD_LOG_LEVEL:-${CELERYD_LOGLEVEL:-$DEFAULT_LOG_LEVEL}}
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	CELERYD_MULTI=${CELERYD_MULTI:-"celeryd-multi"}
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	CELERYD=${CELERYD:-$DEFAULT_CELERYD}
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	CELERYCTL=${CELERYCTL:="celeryctl"}
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	CELERYD_NODES=${CELERYD_NODES:-$DEFAULT_NODES}
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	export CELERY_LOADER
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	if [ -n "$2" ]; then
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	    CELERYD_OPTS="$CELERYD_OPTS $2"
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	fi
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	CELERYD_LOG_DIR=`dirname $CELERYD_LOG_FILE`
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	CELERYD_PID_DIR=`dirname $CELERYD_PID_FILE`
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	if [ ! -d "$CELERYD_LOG_DIR" ]; then
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	    mkdir -p $CELERYD_LOG_DIR
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	fi
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	if [ ! -d "$CELERYD_PID_DIR" ]; then
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	    mkdir -p $CELERYD_PID_DIR
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	fi
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	# Extra start-stop-daemon options, like user/group.
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	if [ -n "$CELERYD_USER" ]; then
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	    DAEMON_OPTS="$DAEMON_OPTS --uid=$CELERYD_USER"
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	    chown "$CELERYD_USER" $CELERYD_LOG_DIR $CELERYD_PID_DIR
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	fi
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	if [ -n "$CELERYD_GROUP" ]; then
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	    DAEMON_OPTS="$DAEMON_OPTS --gid=$CELERYD_GROUP"
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	    chgrp "$CELERYD_GROUP" $CELERYD_LOG_DIR $CELERYD_PID_DIR
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	fi
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	if [ -n "$CELERYD_CHDIR" ]; then
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	    DAEMON_OPTS="$DAEMON_OPTS --workdir=\"$CELERYD_CHDIR\""
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	fi
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	check_dev_null() {
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	    if [ ! -c /dev/null ]; then
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		echo "/dev/null is not a character device!"
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		exit 1
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	    fi
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	}
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	export PATH="${PATH:+$PATH:}/usr/sbin:/sbin"
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	stop_workers () {
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	    $CELERYD_MULTI stop $CELERYD_NODES --pidfile="$CELERYD_PID_FILE"
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	}
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	start_workers () {
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	    $CELERYD_MULTI start $CELERYD_NODES $DAEMON_OPTS        \
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		                 --pidfile="$CELERYD_PID_FILE"      \
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		                 --logfile="$CELERYD_LOG_FILE"      \
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		                 --loglevel="$CELERYD_LOG_LEVEL"    \
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		                 --cmd="$CELERYD"                   \
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		                 $CELERYD_OPTS
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	}
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	restart_workers () {
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	    $CELERYD_MULTI restart $CELERYD_NODES $DAEMON_OPTS      \
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		                   --pidfile="$CELERYD_PID_FILE"    \
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		                   --logfile="$CELERYD_LOG_FILE"    \
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		                   --loglevel="$CELERYD_LOG_LEVEL"  \
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		                   --cmd="$CELERYD"                 \
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		                   $CELERYD_OPTS
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	}
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	case "$1" in
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	    start)
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		check_dev_null
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		start_workers
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	    ;;
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	    stop)
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		check_dev_null
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		stop_workers
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	    ;;
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	    reload|force-reload)
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		echo "Use restart"
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	    ;;
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	    status)
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		$CELERYCTL status $CELERYCTL_OPTS
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	    ;;
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	    restart)
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		check_dev_null
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		restart_workers
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	    ;;
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	    try-restart)
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		check_dev_null
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		restart_workers
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	    ;;
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	    *)
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		echo "Usage: /etc/init.d/celeryd {start|stop|restart|try-restart|kill}"
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		exit 1
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	    ;;
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	esac
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	exit 0
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and make it executable::
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	chmod +x /etc/init.d/celeryd
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celeryd requires a /etc/default/celeryd file to be in place.
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Thus we are going to create this file (/etc/default/celeryd)::
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	vim /etc/default/celeryd
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Again if the directory conventions have been followed the file should be::
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	# Name of nodes to start, here we have a single node
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	CELERYD_NODES="w1"
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	# or we could have three nodes:
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	#CELERYD_NODES="w1 w2 w3"
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	# Where to chdir at start.
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	CELERYD_CHDIR="/srv/flowspy/"
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	# How to call "manage.py celeryd_multi"
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	CELERYD_MULTI="$CELERYD_CHDIR/manage.py celeryd_multi"
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	# How to call "manage.py celeryctl"
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	CELERYCTL="$CELERYD_CHDIR/manage.py celeryctl"
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	# Extra arguments to celeryd
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	#CELERYD_OPTS="--time-limit=300 --concurrency=8"
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	CELERYD_OPTS="-E -B"
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	# Name of the celery config module.
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	CELERY_CONFIG_MODULE="celeryconfig"
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	# %n will be replaced with the nodename.
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	CELERYD_LOG_FILE="$CELERYD_CHDIR/celery_var/log/celery/%n.log"
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	CELERYD_PID_FILE="$CELERYD_CHDIR/celery_var/run/celery/%n.pid"
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	# Workers should run as an unprivileged user.
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	CELERYD_USER="root"
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	CELERYD_GROUP="root"
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	# Name of the projects settings module.
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	export DJANGO_SETTINGS_MODULE="settings"
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Apache
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------
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Apache proxies gunicorn. Things are more flexible here as you may follow your own configuration and conventions. Create and edit /etc/apache2/sites-available/fod. You should set <server_name> and <admin_mail> along with your certificates. If under testing environment, you can use the provided snakeoil certs. If you do not intent to use Shibboleth delete or comment the corresponding configuration parts inside **Shibboleth configuration** ::
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	vim /etc/apache2/sites-available/fod
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Again if the directory conventions have been followed the file should be::
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	<VirtualHost *:80>
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		ServerAdmin webmaster@localhost
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		ServerName	<server_name>
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		DocumentRoot /var/www
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		<Directory />
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			Options FollowSymLinks
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			AllowOverride None
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		</Directory>
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		<Directory /var/www/>
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			Options Indexes FollowSymLinks MultiViews
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			AllowOverride None
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			Order allow,deny
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			allow from all
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		</Directory>
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		ScriptAlias /cgi-bin/ /usr/lib/cgi-bin/
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		<Directory "/usr/lib/cgi-bin">
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			AllowOverride None
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			Options +ExecCGI -MultiViews +SymLinksIfOwnerMatch
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			Order allow,deny
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			Allow from all
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		</Directory>
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		ErrorLog ${APACHE_LOG_DIR}/error.log
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		# Possible values include: debug, info, notice, warn, error, crit,
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		# alert, emerg.
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		LogLevel warn
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		CustomLog ${APACHE_LOG_DIR}/access.log combined
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	    Alias /doc/ "/usr/share/doc/"
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	    <Directory "/usr/share/doc/">
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	        Options Indexes MultiViews FollowSymLinks
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	        AllowOverride None
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	        Order deny,allow
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	        Deny from all
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	        Allow from 127.0.0.0/255.0.0.0 ::1/128
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	    </Directory>
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		RewriteEngine On
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		RewriteCond %{HTTPS} off
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		RewriteRule ^/(.*) https://<server_name>/$1 [L,R]
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	</VirtualHost>
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	<VirtualHost *:443>
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		ServerName	 <server_name>
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		ServerAdmin		<admin_mail>
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		ServerSignature		On
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		SSLEngine on
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		SSLCertificateFile	/etc/ssl/certs/example.com.crt
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		SSLCertificateChainFile	/etc/ssl/certs/example.com.crt
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		SSLCertificateKeyFile	/etc/ssl/private/example.com.key
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		AddDefaultCharset	UTF-8
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		IndexOptions		+Charset=UTF-8
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		# Shibboleth configuration
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		ShibConfig		/etc/shibboleth/shibboleth2.xml
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		Alias			/shibboleth-sp	/usr/share/shibboleth
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		<Location /fod/login>
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	        AuthType shibboleth
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	        ShibRequireSession On
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	        ShibUseHeaders On
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	        require valid-user
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	    </Location>
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		# Shibboleth debugging CGI script
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		ScriptAlias /shibboleth/test /usr/lib/cgi-bin/shibtest.cgi
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		<Location /shibboleth/test>
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			AuthType shibboleth
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			ShibRequireSession On
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			ShibUseHeaders On
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			require valid-user
452
		</Location>
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		<Location /Shibboleth.sso>
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			SetHandler shib
456
		</Location>
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458
		# End of Shibboleth configuration
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460
		<Location /admin/media/>
461
			SetHandler      None
462
		</Location>
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		Alias /admin/media	/usr/share/pyshared/django/contrib/admin/media
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		Alias /media  /usr/share/pyshared/django/contrib/admin/media
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			DocumentRoot /var/www
467
	        <Directory /var/www/>
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	                Options Indexes FollowSymLinks MultiViews
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	                AllowOverride None
470
	                Order allow,deny
471
	                allow from all
472
	        </Directory>
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476
		<Proxy *>
477
	  	Order allow,deny
478
		Allow from all
479
		</Proxy>
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481
		SSLProxyEngine        off
482
		ProxyErrorOverride    off
483
	    ProxyTimeout    28800
484
		ProxyPass        /fod http://localhost:8081/fod retry=0
485
		ProxyPassReverse /fod http://localhost:8081/fod
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487
		LogLevel warn
488
		ErrorLog /var/log/apache2/ssl-error.log
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		CustomLog /var/log/apache2/ssl-access.log combined
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		Alias /fodstatic	/srv/flowspy/static
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496
	</VirtualHost>
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498
You are not far away from deploying FoD. When asked for a super user, create one::
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500
	cd /srv/flowspy
501
	python manage.py syncdb
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	python manage.py migrate
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504
Restart, gunicorn and apache::
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506
	service gunicorn restart && service apache2 restart
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Testing the platform
509
====================
510
Log in to the admin interface via https://<your ip>/fod/admin. Go to Peer ranges and add a new range (part of/or a complete subnet), eg. 83.212.0.0/19
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Go to Peers and add a new peer, eg. id: 1, name: Test, AS: 16503, tag: TEST and move the network you have crteated from Avalable to Chosen. From the admin front, go to User, and edit your user. From the bottom of the page, select the TEST peer and save.
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Last but not least, modify as required the existing (example.com) Site instance. You are done. As you are logged-n via the admin, there is no need for Shibboleth. Go to https://<your ip>/fod/ and create a new rule. Your rule should be applied on the flowspec capable device after aprox. 10 seconds.
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Branding
515
========
516
Via the admin interface you can modify flatpages to suit your needs
517

    
518
Logos
519
-----
520
Inside the static folder you will find two empty png files: fod_logo.xcf (Gimp file) and shib_login.dist.png. Edit those two with your favourite image processing software and save them as fod_logo.png (under static/img/) and shib_login.png (under static/). Image sizes are optimized to operate without any other code changes. In case you want to incorporate images of different sizes you have to fine tune css and/or html as well.
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522
Footer
523
------
524
Under the templates folder (templates), you can alter the footer.html file to include your own footer messages, badges, etc.
525

    
526
Welcome Page
527
------------
528
Under the templates folder (templates), you can alter the welcome page - welcome.html with your own images, carousel, videos, etc.