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Ganeti installation tutorial
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============================
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Documents Ganeti version |version|
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.. contents::
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.. highlight:: shell-example
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Introduction
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------------
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Ganeti is a cluster virtualization management system based on Xen or
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KVM. This document explains how to bootstrap a Ganeti node (Xen *dom0*,
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the host Linux system for KVM), create a running cluster and install
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virtual instances (Xen *domUs*, KVM guests).  You need to repeat most of
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the steps in this document for every node you want to install, but of
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course we recommend creating some semi-automatic procedure if you plan
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to deploy Ganeti on a medium/large scale.
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A basic Ganeti terminology glossary is provided in the introductory
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section of the :doc:`admin`. Please refer to that document if you are
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uncertain about the terms we are using.
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Ganeti has been developed for Linux and should be distribution-agnostic.
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This documentation will use Debian Squeeze as an example system but the
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examples can be translated to any other distribution. You are expected
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to be familiar with your distribution, its package management system,
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and Xen or KVM before trying to use Ganeti.
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This document is divided into two main sections:
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- Installation of the base system and base components
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- Configuration of the environment for Ganeti
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Each of these is divided into sub-sections. While a full Ganeti system
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will need all of the steps specified, some are not strictly required for
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every environment. Which ones they are, and why, is specified in the
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corresponding sections.
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Installing the base system and base components
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----------------------------------------------
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Hardware requirements
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+++++++++++++++++++++
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Any system supported by your Linux distribution is fine. 64-bit systems
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are better as they can support more memory.
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Any disk drive recognized by Linux (``IDE``/``SCSI``/``SATA``/etc.) is
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supported in Ganeti. Note that no shared storage (e.g. ``SAN``) is
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needed to get high-availability features (but of course, one can be used
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to store the images). Whilte it is highly recommended to use more than
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one disk drive in order to improve speed, Ganeti also works with one
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disk per machine.
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Installing the base system
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++++++++++++++++++++++++++
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**Mandatory** on all nodes.
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It is advised to start with a clean, minimal install of the operating
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system. The only requirement you need to be aware of at this stage is to
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partition leaving enough space for a big (**minimum** 20GiB) LVM volume
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group which will then host your instance filesystems, if you want to use
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all Ganeti features. The volume group name Ganeti uses (by default) is
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``xenvg``.
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You can also use file-based storage only, without LVM, but this setup is
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not detailed in this document.
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If you choose to use RBD-based instances, there's no need for LVM
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provisioning. However, this feature is experimental, and is not yet
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recommended for production clusters.
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While you can use an existing system, please note that the Ganeti
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installation is intrusive in terms of changes to the system
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configuration, and it's best to use a newly-installed system without
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important data on it.
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Also, for best results, it's advised that the nodes have as much as
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possible the same hardware and software configuration. This will make
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administration much easier.
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Hostname issues
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~~~~~~~~~~~~~~~
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Note that Ganeti requires the hostnames of the systems (i.e. what the
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``hostname`` command outputs to be a fully-qualified name, not a short
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name. In other words, you should use *node1.example.com* as a hostname
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and not just *node1*.
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.. admonition:: Debian
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   Debian usually configures the hostname differently than you need it
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   for Ganeti. For example, this is what it puts in ``/etc/hosts`` in
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   certain situations::
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     127.0.0.1       localhost
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     127.0.1.1       node1.example.com node1
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   but for Ganeti you need to have::
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     127.0.0.1       localhost
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     192.0.2.1       node1.example.com node1
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108 926feaf1 Manuel Franceschini
   replacing ``192.0.2.1`` with your node's address. Also, the file
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   ``/etc/hostname`` which configures the hostname of the system
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   should contain ``node1.example.com`` and not just ``node1`` (you
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   need to run the command ``/etc/init.d/hostname.sh start`` after
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   changing the file).
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.. admonition:: Why a fully qualified host name
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   Although most distributions use only the short name in the
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   /etc/hostname file, we still think Ganeti nodes should use the full
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   name. The reason for this is that calling 'hostname --fqdn' requires
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   the resolver library to work and is a 'guess' via heuristics at what
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   is your domain name. Since Ganeti can be used among other things to
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   host DNS servers, we don't want to depend on them as much as
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   possible, and we'd rather have the uname() syscall return the full
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   node name.
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   We haven't ever found any breakage in using a full hostname on a
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   Linux system, and anyway we recommend to have only a minimal
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   installation on Ganeti nodes, and to use instances (or other
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   dedicated machines) to run the rest of your network services. By
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   doing this you can change the /etc/hostname file to contain an FQDN
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   without the fear of breaking anything unrelated.
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Installing The Hypervisor
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+++++++++++++++++++++++++
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**Mandatory** on all nodes.
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While Ganeti is developed with the ability to modularly run on different
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virtualization environments in mind the only two currently useable on a
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live system are Xen and KVM. Supported Xen versions are: 3.0.3 and later
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3.x versions, and 4.x (tested up to 4.1).  Supported KVM versions are 72
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and above.
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Please follow your distribution's recommended way to install and set up
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Xen, or install Xen from the upstream source, if you wish, following
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their manual. For KVM, make sure you have a KVM-enabled kernel and the
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KVM tools.
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After installing Xen, you need to reboot into your new system. On some
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distributions this might involve configuring GRUB appropriately, whereas
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others will configure it automatically when you install the respective
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kernels. For KVM no reboot should be necessary.
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.. admonition:: Xen on Debian
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   Under Debian you can install the relevant ``xen-linux-system``
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   package, which will pull in both the hypervisor and the relevant
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   kernel. Also, if you are installing a 32-bit system, you should
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   install the ``libc6-xen`` package (run ``apt-get install
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   libc6-xen``).
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Xen settings
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~~~~~~~~~~~~
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It's recommended that dom0 is restricted to a low amount of memory
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(512MiB or 1GiB is reasonable) and that memory ballooning is disabled in
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the file ``/etc/xen/xend-config.sxp`` by setting the value
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``dom0-min-mem`` to 0, like this::
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  (dom0-min-mem 0)
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For optimum performance when running both CPU and I/O intensive
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instances, it's also recommended that the dom0 is restricted to one CPU
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only. For example you can add ``dom0_max_vcpus=1,dom0_vcpus_pin`` to your
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kernels boot command line and set ``dom0-cpus`` in
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``/etc/xen/xend-config.sxp`` like this::
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  (dom0-cpus 1)
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It is recommended that you disable xen's automatic save of virtual
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machines at system shutdown and subsequent restore of them at reboot.
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To obtain this make sure the variable ``XENDOMAINS_SAVE`` in the file
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``/etc/default/xendomains`` is set to an empty value.
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If you want to use live migration make sure you have, in the xen config
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file, something that allows the nodes to migrate instances between each
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other. For example:
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.. code-block:: text
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  (xend-relocation-server yes)
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  (xend-relocation-port 8002)
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  (xend-relocation-address '')
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  (xend-relocation-hosts-allow '^192\\.0\\.2\\.[0-9]+$')
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The second line assumes that the hypervisor parameter
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``migration_port`` is set 8002, otherwise modify it to match. The last
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line assumes that all your nodes have secondary IPs in the
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192.0.2.0/24 network, adjust it accordingly to your setup.
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If you want to run HVM instances too with Ganeti and want VNC access to
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the console of your instances, set the following two entries in
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``/etc/xen/xend-config.sxp``:
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.. code-block:: text
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  (vnc-listen '0.0.0.0') (vncpasswd '')
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You need to restart the Xen daemon for these settings to take effect::
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  $ /etc/init.d/xend restart
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Selecting the instance kernel
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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After you have installed Xen, you need to tell Ganeti exactly what
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kernel to use for the instances it will create. This is done by creating
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a symlink from your actual kernel to ``/boot/vmlinuz-3-xenU``, and one
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from your initrd to ``/boot/initrd-3-xenU`` [#defkernel]_. Note that
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if you don't use an initrd for the domU kernel, you don't need to create
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the initrd symlink.
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.. admonition:: Debian
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   After installation of the ``xen-linux-system`` package, you need to
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   run (replace the exact version number with the one you have)::
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     $ cd /boot
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     $ ln -s vmlinuz-%2.6.26-1%-xen-amd64 vmlinuz-3-xenU
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     $ ln -s initrd.img-%2.6.26-1%-xen-amd64 initrd-3-xenU
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   By default, the initrd doesn't contain the Xen block drivers needed
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   to mount the root device, so it is recommended to update the initrd
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   by following these two steps:
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   - edit ``/etc/initramfs-tools/modules`` and add ``xen_blkfront``
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   - run ``update-initramfs -u``
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Installing DRBD
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+++++++++++++++
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Recommended on all nodes: DRBD_ is required if you want to use the high
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availability (HA) features of Ganeti, but optional if you don't require
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them or only run Ganeti on single-node clusters. You can upgrade a
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non-HA cluster to an HA one later, but you might need to convert all
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your instances to DRBD to take advantage of the new features.
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.. _DRBD: http://www.drbd.org/
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251 9db88cef Helga Velroyen
Supported DRBD versions: 8.0-8.4. It's recommended to have at least
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version 8.0.12. Note that for version 8.2 and newer it is needed to pass
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the ``usermode_helper=/bin/true`` parameter to the module, either by
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configuring ``/etc/modules`` or when inserting it manually.
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Now the bad news: unless your distribution already provides it
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installing DRBD might involve recompiling your kernel or anyway fiddling
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with it. Hopefully at least the Xen-ified kernel source to start from
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will be provided (if you intend to use Xen).
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The good news is that you don't need to configure DRBD at all. Ganeti
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will do it for you for every instance you set up.  If you have the DRBD
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utils installed and the module in your kernel you're fine. Please check
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that your system is configured to load the module at every boot, and
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that it passes the following option to the module:
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``minor_count=NUMBER``. We recommend that you use 128 as the value of
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the minor_count - this will allow you to use up to 64 instances in total
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per node (both primary and secondary, when using only one disk per
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instance). You can increase the number up to 255 if you need more
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instances on a node.
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.. admonition:: Debian
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   On Debian, you can just install (build) the DRBD module with the
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   following commands, making sure you are running the target (Xen or
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   KVM) kernel::
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     $ apt-get install drbd8-source drbd8-utils
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     $ m-a update
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     $ m-a a-i drbd8
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   Or on newer versions, if the kernel already has modules:
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     $ apt-get install drbd8-utils
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   Then to configure it for Ganeti::
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     $ echo drbd minor_count=128 usermode_helper=/bin/true >> /etc/modules
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     $ depmod -a
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     $ modprobe drbd minor_count=128 usermode_helper=/bin/true
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293 216cb5af Thomas Thrainer
   It is also recommended that you comment out the default resources (if any)
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   in the ``/etc/drbd.conf`` file, so that the init script doesn't try to
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   configure any drbd devices. You can do this by prefixing all
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   *resource* lines in the file with the keyword *skip*, like this:
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   .. code-block:: text
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     skip {
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       resource r0 {
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         ...
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       }
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     }
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     skip {
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       resource "r1" {
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         ...
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       }
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     }
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Installing RBD
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++++++++++++++
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Recommended on all nodes: RBD_ is required if you want to create
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instances with RBD disks residing inside a RADOS cluster (make use of
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the rbd disk template). RBD-based instances can failover or migrate to
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any other node in the ganeti cluster, enabling you to exploit of all
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Ganeti's high availabilily (HA) features.
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.. attention::
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   Be careful though: rbd is still experimental! For now it is
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   recommended only for testing purposes.  No sensitive data should be
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   stored there.
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.. _RBD: http://ceph.newdream.net/
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You will need the ``rbd`` and ``libceph`` kernel modules, the RBD/Ceph
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userspace utils (ceph-common Debian package) and an appropriate
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Ceph/RADOS configuration file on every VM-capable node.
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You will also need a working RADOS Cluster accessible by the above
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nodes.
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RADOS Cluster
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~~~~~~~~~~~~~
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You will need a working RADOS Cluster accesible by all VM-capable nodes
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to use the RBD template. For more information on setting up a RADOS
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Cluster, refer to the `official docs <http://ceph.newdream.net/>`_.
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If you want to use a pool for storing RBD disk images other than the
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default (``rbd``), you should first create the pool in the RADOS
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Cluster, and then set the corresponding rbd disk parameter named
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``pool``.
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Kernel Modules
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~~~~~~~~~~~~~~
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Unless your distribution already provides it, you might need to compile
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the ``rbd`` and ``libceph`` modules from source. You will need Linux
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Kernel 3.2 or above for the kernel modules. Alternatively you will have
353 7ed400f0 Stratos Psomadakis
to build them as external modules (from Linux Kernel source 3.2 or
354 7ed400f0 Stratos Psomadakis
above), if you want to run a less recent kernel, or your kernel doesn't
355 7ed400f0 Stratos Psomadakis
include them.
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357 7ed400f0 Stratos Psomadakis
Userspace Utils
358 7ed400f0 Stratos Psomadakis
~~~~~~~~~~~~~~~
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360 7ed400f0 Stratos Psomadakis
The RBD template has been tested with ``ceph-common`` v0.38 and
361 7ed400f0 Stratos Psomadakis
above. We recommend using the latest version of ``ceph-common``.
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.. admonition:: Debian
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365 7ed400f0 Stratos Psomadakis
   On Debian, you can just install the RBD/Ceph userspace utils with
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   the following command::
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      $ apt-get install ceph-common
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KVM userspace access
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~~~~~~~~~~~~~~~~~~~~
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If your cluster uses a sufficiently new version of KVM (you will need at
374 cbb533f4 Raffa Santi
least QEMU 0.14 with RBD support compiled in), you can take advantage of
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KVM's native support for ceph in order to have better performance and
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avoid potential deadlocks_ in low memory scenarios.
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.. _deadlocks: http://tracker.ceph.com/issues/3076
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To initialize a cluster with support for this feature, use a command
381 306a3845 Helga Velroyen
like the following. Note, that you possibly need to follow the more
382 306a3845 Helga Velroyen
general installation instructions before invoking this command (see
383 306a3845 Helga Velroyen
`Initializing the cluster`_ ).
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  $ gnt-cluster init \
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      --enabled-disk-templates=rbd \
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      --ipolicy-disk-templates=rbd \
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      --enabled-hypervisors=kvm \
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      -D rbd:access=userspace
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(You may want to enable more templates than just ``rbd``.)
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You can also change this setting on a live cluster by giving the same
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switches to ``gnt-cluster modify``, or change those settings at the node
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group level with ``gnt-group modify``.
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397 7ed400f0 Stratos Psomadakis
Configuration file
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~~~~~~~~~~~~~~~~~~
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You should also provide an appropriate configuration file
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(``ceph.conf``) in ``/etc/ceph``. For the rbd userspace utils, you'll
402 7ed400f0 Stratos Psomadakis
only need to specify the IP addresses of the RADOS Cluster monitors.
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.. admonition:: ceph.conf
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   Sample configuration file:
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   .. code-block:: text
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    [mon.a]
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           host = example_monitor_host1
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           mon addr = 1.2.3.4:6789
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    [mon.b]
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           host = example_monitor_host2
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           mon addr = 1.2.3.5:6789
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    [mon.c]
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           host = example_monitor_host3
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           mon addr = 1.2.3.6:6789
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For more information, please see the `Ceph Docs
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<http://ceph.newdream.net/docs/latest/>`_
422 7ed400f0 Stratos Psomadakis
423 6488e5bc Santi Raffa
Installing Gluster
424 6488e5bc Santi Raffa
++++++++++++++++++
425 6488e5bc Santi Raffa
426 6488e5bc Santi Raffa
For Gluster integration, Ganeti requires that ``mount.glusterfs`` is
427 6488e5bc Santi Raffa
installed on each and every node. On Debian Wheezy and newer, you can
428 6488e5bc Santi Raffa
satisfy this requirement with the ``glusterfs-client`` package; see
429 6488e5bc Santi Raffa
`this guide
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<http://gluster.org/community/documentation/index.php/Gluster_3.2:_Installing_the_Gluster_Native_Client>`_
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for details.
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433 6488e5bc Santi Raffa
KVM userspace access
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~~~~~~~~~~~~~~~~~~~~
435 6488e5bc Santi Raffa
436 6488e5bc Santi Raffa
If your cluster uses a sufficiently new version of KVM (you will need at
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least QEMU 1.3 with Gluster support compiled in), you can take advantage
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of KVM's native support for gluster in order to have better performance
439 6488e5bc Santi Raffa
and avoid potential deadlocks in low memory scenarios.
440 6488e5bc Santi Raffa
441 6488e5bc Santi Raffa
Please be aware that QEMU 1.3 was released in December 3, 2012, and as
442 6488e5bc Santi Raffa
such this feature is not available out of the box in any distribution
443 6488e5bc Santi Raffa
older than Ubuntu 13.04; this excludes Ubuntu 12.04 LTS and Debian
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Wheezy.
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Other required software
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+++++++++++++++++++++++
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449 216cb5af Thomas Thrainer
Please install all software requirements mentioned in :doc:`install-quick`.
450 216cb5af Thomas Thrainer
If you want to build Ganeti from source, don't forget to follow the steps
451 216cb5af Thomas Thrainer
required for that as well.
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Setting up the environment for Ganeti
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-------------------------------------
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Configuring the network
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+++++++++++++++++++++++
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**Mandatory** on all nodes.
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461 57fb6fcb Guido Trotter
You can run Ganeti either in "bridged mode", "routed mode" or
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"openvswitch mode". In bridged mode, the default, the instances network
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interfaces will be attached to a software bridge running in dom0. Xen by
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default creates such a bridge at startup, but your distribution might
465 57fb6fcb Guido Trotter
have a different way to do things, and you'll definitely need to
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manually set it up under KVM.
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Beware that the default name Ganeti uses is ``xen-br0`` (which was used
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in Xen 2.0) while Xen 3.0 uses ``xenbr0`` by default. See the
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`Initializing the cluster`_ section to learn how to choose a different
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bridge, or not to use one at all and use "routed mode".
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473 e721c742 Guido Trotter
In order to use "routed mode" under Xen, you'll need to change the
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relevant parameters in the Xen config file. Under KVM instead, no config
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change is necessary, but you still need to set up your network
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interfaces correctly.
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478 9f83899a Guido Trotter
By default, under KVM, the "link" parameter you specify per-nic will
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represent, if non-empty, a different routing table name or number to use
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for your instances. This allows isolation between different instance
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groups, and different routing policies between node traffic and instance
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traffic.
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484 7faf5110 Michael Hanselmann
You will need to configure your routing table basic routes and rules
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outside of ganeti. The vif scripts will only add /32 routes to your
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instances, through their interface, in the table you specified (under
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KVM, and in the main table under Xen).
488 9f83899a Guido Trotter
489 57fb6fcb Guido Trotter
Also for "openvswitch mode" under Xen a custom network script is needed.
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Under KVM everything should work, but you'll need to configure your
491 57fb6fcb Guido Trotter
switches outside of Ganeti (as for bridges).
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.. admonition:: Bridging issues with certain kernels
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    Some kernel versions (e.g. 2.6.32) have an issue where the bridge
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    will automatically change its ``MAC`` address to the lower-numbered
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    slave on port addition and removal. This means that, depending on
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    the ``MAC`` address of the actual NIC on the node and the addresses
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    of the instances, it could be that starting, stopping or migrating
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    instances will lead to timeouts due to the address of the bridge
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    (and thus node itself) changing.
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    To prevent this, it's enough to set the bridge manually to a
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    specific ``MAC`` address, which will disable this automatic address
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    change. In Debian, this can be done as follows in the bridge
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    configuration snippet::
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      up ip link set addr $(cat /sys/class/net/$IFACE/address) dev $IFACE
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    which will "set" the bridge address to the initial one, disallowing
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    changes.
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513 9f83899a Guido Trotter
.. admonition:: Bridging under Debian
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   The recommended way to configure the Xen bridge is to edit your
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   ``/etc/network/interfaces`` file and substitute your normal
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   Ethernet stanza with the following snippet::
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     auto xen-br0
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     iface xen-br0 inet static
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        address %YOUR_IP_ADDRESS%
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        netmask %YOUR_NETMASK%
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        network %YOUR_NETWORK%
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        broadcast %YOUR_BROADCAST_ADDRESS%
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        gateway %YOUR_GATEWAY%
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        bridge_ports eth0
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        bridge_stp off
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        bridge_fd 0
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        # example for setting manually the bridge address to the eth0 NIC
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        up ip link set addr $(cat /sys/class/net/eth0/address) dev $IFACE
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532 f6d62af4 Iustin Pop
The following commands need to be executed on the local console::
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534 f6d62af4 Iustin Pop
  $ ifdown eth0
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  $ ifup xen-br0
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To check if the bridge is setup, use the ``ip`` and ``brctl show``
538 28e15341 Iustin Pop
commands::
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540 f6d62af4 Iustin Pop
  $ ip a show xen-br0
541 28e15341 Iustin Pop
  9: xen-br0: <BROADCAST,MULTICAST,UP,10000> mtu 1500 qdisc noqueue
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      link/ether 00:20:fc:1e:d5:5d brd ff:ff:ff:ff:ff:ff
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      inet 10.1.1.200/24 brd 10.1.1.255 scope global xen-br0
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      inet6 fe80::220:fcff:fe1e:d55d/64 scope link
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         valid_lft forever preferred_lft forever
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547 f6d62af4 Iustin Pop
  $ brctl show xen-br0
548 28e15341 Iustin Pop
  bridge name     bridge id               STP enabled     interfaces
549 28e15341 Iustin Pop
  xen-br0         8000.0020fc1ed55d       no              eth0
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551 a4669456 Dimitris Aragiorgis
In order to have a custom and more advanced networking configuration in Xen
552 a4669456 Dimitris Aragiorgis
which can vary among instances, after having successfully installed Ganeti
553 a4669456 Dimitris Aragiorgis
you have to create a symbolic link to the vif-script provided by Ganeti
554 a4669456 Dimitris Aragiorgis
inside /etc/xen/scripts (assuming you installed Ganeti under /usr/lib)::
555 a4669456 Dimitris Aragiorgis
556 a4669456 Dimitris Aragiorgis
  $ ln -s /usr/lib/ganeti/vif-ganeti /etc/xen/scripts/vif-ganeti
557 a4669456 Dimitris Aragiorgis
558 a4669456 Dimitris Aragiorgis
This has to be done on all nodes. Afterwards you can set the ``vif_script``
559 a4669456 Dimitris Aragiorgis
hypervisor parameter to point to that script by::
560 a4669456 Dimitris Aragiorgis
561 a4669456 Dimitris Aragiorgis
  $ gnt-cluster modify -H xen-pvm:vif_script=/etc/xen/scripts/vif-ganeti
562 a4669456 Dimitris Aragiorgis
563 a4669456 Dimitris Aragiorgis
Having this hypervisor parameter you are able to create your own scripts
564 a4669456 Dimitris Aragiorgis
and create instances with different networking configurations.
565 a4669456 Dimitris Aragiorgis
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.. _configure-lvm-label:
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568 28e15341 Iustin Pop
Configuring LVM
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+++++++++++++++
570 28e15341 Iustin Pop
571 28e15341 Iustin Pop
**Mandatory** on all nodes.
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573 28e15341 Iustin Pop
The volume group is required to be at least 20GiB.
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575 c71a1a3d Iustin Pop
If you haven't configured your LVM volume group at install time you need
576 c71a1a3d Iustin Pop
to do it before trying to initialize the Ganeti cluster. This is done by
577 c71a1a3d Iustin Pop
formatting the devices/partitions you want to use for it and then adding
578 c71a1a3d Iustin Pop
them to the relevant volume group::
579 28e15341 Iustin Pop
580 f6d62af4 Iustin Pop
  $ pvcreate /dev/%sda3%
581 f6d62af4 Iustin Pop
  $ vgcreate xenvg /dev/%sda3%
582 28e15341 Iustin Pop
583 28e15341 Iustin Pop
or::
584 28e15341 Iustin Pop
585 f6d62af4 Iustin Pop
  $ pvcreate /dev/%sdb1%
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  $ pvcreate /dev/%sdc1%
587 f6d62af4 Iustin Pop
  $ vgcreate xenvg /dev/%sdb1% /dev/%sdc1%
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589 28e15341 Iustin Pop
If you want to add a device later you can do so with the *vgextend*
590 28e15341 Iustin Pop
command::
591 28e15341 Iustin Pop
592 f6d62af4 Iustin Pop
  $ pvcreate /dev/%sdd1%
593 f6d62af4 Iustin Pop
  $ vgextend xenvg /dev/%sdd1%
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595 28e15341 Iustin Pop
Optional: it is recommended to configure LVM not to scan the DRBD
596 28e15341 Iustin Pop
devices for physical volumes. This can be accomplished by editing
597 c71a1a3d Iustin Pop
``/etc/lvm/lvm.conf`` and adding the ``/dev/drbd[0-9]+`` regular
598 f6d62af4 Iustin Pop
expression to the ``filter`` variable, like this:
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600 f6d62af4 Iustin Pop
.. code-block:: text
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602 28e15341 Iustin Pop
  filter = ["r|/dev/cdrom|", "r|/dev/drbd[0-9]+|" ]
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Note that with Ganeti a helper script is provided - ``lvmstrap`` which
605 c71a1a3d Iustin Pop
will erase and configure as LVM any not in-use disk on your system. This
606 c71a1a3d Iustin Pop
is dangerous and it's recommended to read its ``--help`` output if you
607 c71a1a3d Iustin Pop
want to use it.
608 c71a1a3d Iustin Pop
609 28e15341 Iustin Pop
Installing Ganeti
610 28e15341 Iustin Pop
+++++++++++++++++
611 28e15341 Iustin Pop
612 28e15341 Iustin Pop
**Mandatory** on all nodes.
613 28e15341 Iustin Pop
614 28e15341 Iustin Pop
It's now time to install the Ganeti software itself.  Download the
615 28e15341 Iustin Pop
source from the project page at `<http://code.google.com/p/ganeti/>`_,
616 f6d62af4 Iustin Pop
and install it (replace 2.6.0 with the latest version)::
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618 f6d62af4 Iustin Pop
  $ tar xvzf ganeti-%2.6.0%.tar.gz
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  $ cd ganeti-%2.6.0%
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  $ ./configure --localstatedir=/var --sysconfdir=/etc
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  $ make
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  $ make install
623 f6d62af4 Iustin Pop
  $ mkdir /srv/ganeti/ /srv/ganeti/os /srv/ganeti/export
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625 c71a1a3d Iustin Pop
You also need to copy the file ``doc/examples/ganeti.initd`` from the
626 c71a1a3d Iustin Pop
source archive to ``/etc/init.d/ganeti`` and register it with your
627 28e15341 Iustin Pop
distribution's startup scripts, for example in Debian::
628 28e15341 Iustin Pop
629 0da22bc3 Sebastian Gebhard
  $ chmod +x /etc/init.d/ganeti
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  $ update-rc.d ganeti defaults 20 80
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632 c71a1a3d Iustin Pop
In order to automatically restart failed instances, you need to setup a
633 c71a1a3d Iustin Pop
cron job run the *ganeti-watcher* command. A sample cron file is
634 c71a1a3d Iustin Pop
provided in the source at ``doc/examples/ganeti.cron`` and you can copy
635 e48c3613 Apollon Oikonomopoulos
that (eventually altering the path) to ``/etc/cron.d/ganeti``. Finally,
636 e48c3613 Apollon Oikonomopoulos
a sample logrotate snippet is provided in the source at
637 e48c3613 Apollon Oikonomopoulos
``doc/examples/ganeti.logrotate`` and you can copy it to
638 e48c3613 Apollon Oikonomopoulos
``/etc/logrotate.d/ganeti`` to have Ganeti's logs rotated automatically.
639 c71a1a3d Iustin Pop
640 c71a1a3d Iustin Pop
What gets installed
641 c71a1a3d Iustin Pop
~~~~~~~~~~~~~~~~~~~
642 c71a1a3d Iustin Pop
643 c71a1a3d Iustin Pop
The above ``make install`` invocation, or installing via your
644 c71a1a3d Iustin Pop
distribution mechanisms, will install on the system:
645 c71a1a3d Iustin Pop
646 c71a1a3d Iustin Pop
- a set of python libraries under the *ganeti* namespace (depending on
647 c71a1a3d Iustin Pop
  the python version this can be located in either
648 c71a1a3d Iustin Pop
  ``lib/python-$ver/site-packages`` or various other locations)
649 c71a1a3d Iustin Pop
- a set of programs under ``/usr/local/sbin`` or ``/usr/sbin``
650 e58c4f2c Michele Tartara
- if the htools component was enabled, a set of programs under
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  ``/usr/local/bin`` or ``/usr/bin/``
652 c71a1a3d Iustin Pop
- man pages for the above programs
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- a set of tools under the ``lib/ganeti/tools`` directory
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- an example iallocator script (see the admin guide for details) under
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  ``lib/ganeti/iallocators``
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- a cron job that is needed for cluster maintenance
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- an init script for automatic startup of Ganeti daemons
658 c71a1a3d Iustin Pop
- provided but not installed automatically by ``make install`` is a bash
659 c71a1a3d Iustin Pop
  completion script that hopefully will ease working with the many
660 c71a1a3d Iustin Pop
  cluster commands
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Installing the Operating System support packages
663 28e15341 Iustin Pop
++++++++++++++++++++++++++++++++++++++++++++++++
664 28e15341 Iustin Pop
665 28e15341 Iustin Pop
**Mandatory** on all nodes.
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667 28e15341 Iustin Pop
To be able to install instances you need to have an Operating System
668 28e15341 Iustin Pop
installation script. An example OS that works under Debian and can
669 28e15341 Iustin Pop
install Debian and Ubuntu instace OSes is provided on the project web
670 c71a1a3d Iustin Pop
site.  Download it from the project page and follow the instructions in
671 4f6b32ca Petr Pudlak
the ``README`` file.  Here is the installation procedure (replace 0.14
672 c71a1a3d Iustin Pop
with the latest version that is compatible with your ganeti version)::
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674 f6d62af4 Iustin Pop
  $ cd /usr/local/src/
675 4f6b32ca Petr Pudlak
  $ wget http://ganeti.googlecode.com/files/ganeti-instance-debootstrap-%0.14%.tar.gz
676 4f6b32ca Petr Pudlak
  $ tar xzf ganeti-instance-debootstrap-%0.14%.tar.gz
677 4f6b32ca Petr Pudlak
  $ cd ganeti-instance-debootstrap-%0.14%
678 216cb5af Thomas Thrainer
  $ ./configure --with-os-dir=/srv/ganeti/os
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  $ make
680 f6d62af4 Iustin Pop
  $ make install
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682 28e15341 Iustin Pop
In order to use this OS definition, you need to have internet access
683 28e15341 Iustin Pop
from your nodes and have the *debootstrap*, *dump* and *restore*
684 28e15341 Iustin Pop
commands installed on all nodes. Also, if the OS is configured to
685 28e15341 Iustin Pop
partition the instance's disk in
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``/etc/default/ganeti-instance-debootstrap``, you will need *kpartx*
687 28e15341 Iustin Pop
installed.
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689 28e15341 Iustin Pop
.. admonition:: Debian
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691 28e15341 Iustin Pop
   Use this command on all nodes to install the required packages::
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693 f6d62af4 Iustin Pop
     $ apt-get install debootstrap dump kpartx
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   Or alternatively install the OS definition from the Debian package::
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     $ apt-get install ganeti-instance-debootstrap
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.. admonition:: KVM
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   In order for debootstrap instances to be able to shutdown cleanly
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   they must install have basic ACPI support inside the instance. Which
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   packages are needed depend on the exact flavor of Debian or Ubuntu
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   which you're installing, but the example defaults file has a
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   commented out configuration line that works for Debian Lenny and
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   Squeeze::
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     EXTRA_PKGS="acpi-support-base,console-tools,udev"
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   ``kbd`` can be used instead of ``console-tools``, and more packages
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   can be added, of course, if needed.
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Please refer to the ``README`` file of ``ganeti-instance-debootstrap`` for
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further documentation.
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Alternatively, you can create your own OS definitions. See the manpage
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:manpage:`ganeti-os-interface(7)`.
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Initializing the cluster
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++++++++++++++++++++++++
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**Mandatory** once per cluster, on the first node.
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The last step is to initialize the cluster. After you have repeated the
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above process on all of your nodes and choose one as the master. Make sure
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there is a SSH key pair on the master node (optionally generating one using
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``ssh-keygen``). Finally execute::
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  $ gnt-cluster init %CLUSTERNAME%
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The *CLUSTERNAME* is a hostname, which must be resolvable (e.g. it must
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exist in DNS or in ``/etc/hosts``) by all the nodes in the cluster. You
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must choose a name different from any of the nodes names for a
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multi-node cluster. In general the best choice is to have a unique name
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for a cluster, even if it consists of only one machine, as you will be
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able to expand it later without any problems. Please note that the
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hostname used for this must resolve to an IP address reserved
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**exclusively** for this purpose, and cannot be the name of the first
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(master) node.
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If you want to use a bridge which is not ``xen-br0``, or no bridge at
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all, change it with the ``--nic-parameters`` option. For example to
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bridge on br0 you can add::
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  --nic-parameters link=br0
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Or to not bridge at all, and use a separate routing table::
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  --nic-parameters mode=routed,link=100
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If you don't have a ``xen-br0`` interface you also have to specify a
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different network interface which will get the cluster IP, on the master
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node, by using the ``--master-netdev <device>`` option.
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You can use a different name than ``xenvg`` for the volume group (but
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note that the name must be identical on all nodes). In this case you
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need to specify it by passing the *--vg-name <VGNAME>* option to
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``gnt-cluster init``.
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To set up the cluster as an Xen HVM cluster, use the
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``--enabled-hypervisors=xen-hvm`` option to enable the HVM hypervisor
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(you can also add ``,xen-pvm`` to enable the PVM one too). You will also
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need to create the VNC cluster password file
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``/etc/ganeti/vnc-cluster-password`` which contains one line with the
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default VNC password for the cluster.
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To setup the cluster for KVM-only usage (KVM and Xen cannot be mixed),
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pass ``--enabled-hypervisors=kvm`` to the init command.
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You can also invoke the command with the ``--help`` option in order to
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see all the possibilities.
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Hypervisor/Network/Cluster parameters
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Please note that the default hypervisor/network/cluster parameters may
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not be the correct one for your environment. Carefully check them, and
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change them either at cluster init time, or later with ``gnt-cluster
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modify``.
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Your instance types, networking environment, hypervisor type and version
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may all affect what kind of parameters should be used on your cluster.
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.. admonition:: KVM
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  Instances are by default configured to use a host kernel, and to be
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  reached via serial console, which works nice for Linux paravirtualized
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  instances. If you want fully virtualized instances you may want to
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  handle their kernel inside the instance, and to use VNC.
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  Some versions of KVM have a bug that will make an instance hang when
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  configured to use the serial console (which is the default) unless a
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  connection is made to it within about 2 seconds of the instance's
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  startup. For such case it's recommended to disable the
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  ``serial_console`` option.
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Joining the nodes to the cluster
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++++++++++++++++++++++++++++++++
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**Mandatory** for all the other nodes.
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After you have initialized your cluster you need to join the other nodes
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to it. You can do so by executing the following command on the master
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node::
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  $ gnt-node add %NODENAME%
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Separate replication network
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++++++++++++++++++++++++++++
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**Optional**
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Ganeti uses DRBD to mirror the disk of the virtual instances between
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nodes. To use a dedicated network interface for this (in order to
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improve performance or to enhance security) you need to configure an
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additional interface for each node.  Use the *-s* option with
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``gnt-cluster init`` and ``gnt-node add`` to specify the IP address of
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this secondary interface to use for each node. Note that if you
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specified this option at cluster setup time, you must afterwards use it
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for every node add operation.
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Testing the setup
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+++++++++++++++++
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Execute the ``gnt-node list`` command to see all nodes in the cluster::
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  $ gnt-node list
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  Node              DTotal  DFree MTotal MNode MFree Pinst Sinst
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  node1.example.com 197404 197404   2047  1896   125     0     0
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The above shows a couple of things:
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- The various Ganeti daemons can talk to each other
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- Ganeti can examine the storage of the node (DTotal/DFree)
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- Ganeti can talk to the selected hypervisor (MTotal/MNode/MFree)
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Cluster burnin
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~~~~~~~~~~~~~~
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With Ganeti a tool called :command:`burnin` is provided that can test
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most of the Ganeti functionality. The tool is installed under the
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``lib/ganeti/tools`` directory (either under ``/usr`` or ``/usr/local``
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based on the installation method). See more details under
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:ref:`burnin-label`.
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Further steps
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-------------
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You can now proceed either to the :doc:`admin`, or read the manpages of
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the various commands (:manpage:`ganeti(7)`, :manpage:`gnt-cluster(8)`,
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:manpage:`gnt-node(8)`, :manpage:`gnt-instance(8)`,
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:manpage:`gnt-job(8)`).
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.. rubric:: Footnotes
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.. [#defkernel] The kernel and initrd paths can be changed at either
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   cluster level (which changes the default for all instances) or at
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   instance level.
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.. vim: set textwidth=72 :
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.. Local Variables:
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.. mode: rst
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.. fill-column: 72
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.. End: