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.. _quick-install-admin-guide:
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Administrator's Quick Installation Guide
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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This is the Administrator's quick installation guide.
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It describes how to install the whole synnefo stack on two (2) physical nodes,
9
with minimum configuration. It installs synnefo from Debian packages, and
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assumes the nodes run Debian Squeeze. After successful installation, you will
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have the following services running:
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 * Identity Management (Astakos)
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 * Object Storage Service (Pithos+)
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 * Compute Service (Cyclades)
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 * Image Registry Service (Plankton)
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and a single unified Web UI to manage them all.
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The Volume Storage Service (Archipelago) and the Billing Service (Aquarium) are
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not released yet.
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If you just want to install the Object Storage Service (Pithos+), follow the guide
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and just stop after the "Testing of Pithos+" section.
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Installation of Synnefo / Introduction
28
======================================
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We will install the services with the above list's order. Cyclades and Plankton
31
will be installed in a single step (at the end), because at the moment they are
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contained in the same software component. Furthermore, we will install all
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services in the first physical node, except Pithos+ which will be installed in
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the second, due to a conflict between the snf-pithos-app and snf-cyclades-app
35
component (scheduled to be fixed in the next version).
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37
For the rest of the documentation we will refer to the first physical node as
38
"node1" and the second as "node2". We will also assume that their domain names
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are "node1.example.com" and "node2.example.com" and their IPs are "4.3.2.1" and
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"4.3.2.2" respectively.
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.. note:: It is import that the two machines are under the same domain name.
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    If they are not, you can do this by editting the file ``/etc/hosts``
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    on both machines, and add the following lines:
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    .. code-block:: console
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        4.3.2.1     node1.example.com
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        4.3.2.2     node2.example.com
50

    
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General Prerequisites
53
=====================
54

    
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These are the general synnefo prerequisites, that you need on node1 and node2
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and are related to all the services (Astakos, Pithos+, Cyclades, Plankton).
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To be able to download all synnefo components you need to add the following
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lines in your ``/etc/apt/sources.list`` file:
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| ``deb http://apt.dev.grnet.gr squeeze main``
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| ``deb-src http://apt.dev.grnet.gr squeeze main``
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| ``deb http://apt.dev.grnet.gr squeeze-backports main``
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and import the repo's GPG key:
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| ``curl https://dev.grnet.gr/files/apt-grnetdev.pub | apt-key add -``
68

    
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Also add the following line to enable the ``squeeze-backports`` repository,
70
which may provide more recent versions of certain packages. The repository
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is deactivated by default and must be specified expicitly in ``apt-get``
72
operations:
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| ``deb http://backports.debian.org/debian-backports squeeze-backports main``
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You also need a shared directory visible by both nodes. Pithos+ will save all
77
data inside this directory. By 'all data', we mean files, images, and pithos
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specific mapping data. If you plan to upload more than one basic image, this
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directory should have at least 50GB of free space. During this guide, we will
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assume that node1 acts as an NFS server and serves the directory ``/srv/pithos``
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to node2 (be sure to set no_root_squash flag). Node2 has this directory
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mounted under ``/srv/pithos``, too.
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Before starting the synnefo installation, you will need basic third party
85
software to be installed and configured on the physical nodes. We will describe
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each node's general prerequisites separately. Any additional configuration,
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specific to a synnefo service for each node, will be described at the service's
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section.
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Finally, it is required for Cyclades and Ganeti nodes to have synchronized
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system clocks (e.g. by running ntpd).
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93
Node1
94
-----
95

    
96
General Synnefo dependencies
97
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 * apache (http server)
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 * gunicorn (WSGI http server)
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 * postgresql (database)
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 * rabbitmq (message queue)
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 * ntp (NTP daemon)
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You can install apache2, progresql and ntp by running:
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.. code-block:: console
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   # apt-get install apache2 postgresql ntp
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111
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
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the official debian backports:
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114
.. code-block:: console
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   # apt-get -t squeeze-backports install gunicorn
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118
On node1, we will create our databases, so you will also need the
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python-psycopg2 package:
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.. code-block:: console
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   # apt-get install python-psycopg2
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To install RabbitMQ>=2.8.4, use the RabbitMQ APT repository by adding the
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following line to ``/etc/apt/sources.list``:
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.. code-block:: console
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  deb http://www.rabbitmq.com/debian testing main
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Add RabbitMQ public key, to trusted key list:
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.. code-block:: console
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  # wget http://www.rabbitmq.com/rabbitmq-signing-key-public.asc
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  # apt-key add rabbitmq-signing-key-public.asc
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Finally, to install the package run:
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.. code-block:: console
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  # apt-get update
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  # apt-get install rabbitmq-server
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Database setup
147
~~~~~~~~~~~~~~
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On node1, we create a database called ``snf_apps``, that will host all django
150
apps related tables. We also create the user ``synnefo`` and grant him all
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privileges on the database. We do this by running:
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.. code-block:: console
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   root@node1:~ # su - postgres
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   postgres@node1:~ $ psql
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   postgres=# CREATE DATABASE snf_apps WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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   postgres=# CREATE USER synnefo WITH PASSWORD 'example_passw0rd';
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   postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_apps TO synnefo;
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We also create the database ``snf_pithos`` needed by the pithos+ backend and
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grant the ``synnefo`` user all privileges on the database. This database could
163
be created on node2 instead, but we do it on node1 for simplicity. We will
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create all needed databases on node1 and then node2 will connect to them.
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.. code-block:: console
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   postgres=# CREATE DATABASE snf_pithos WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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   postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_pithos TO synnefo;
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Configure the database to listen to all network interfaces. You can do this by
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editting the file ``/etc/postgresql/8.4/main/postgresql.conf`` and change
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``listen_addresses`` to ``'*'`` :
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.. code-block:: console
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   listen_addresses = '*'
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Furthermore, edit ``/etc/postgresql/8.4/main/pg_hba.conf`` to allow node1 and
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node2 to connect to the database. Add the following lines under ``#IPv4 local
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connections:`` :
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.. code-block:: console
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   host		all	all	4.3.2.1/32	md5
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   host		all	all	4.3.2.2/32	md5
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Make sure to substitute "4.3.2.1" and "4.3.2.2" with node1's and node2's
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actual IPs. Now, restart the server to apply the changes:
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.. code-block:: console
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   # /etc/init.d/postgresql restart
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195
Gunicorn setup
196
~~~~~~~~~~~~~~
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198
Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following:
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.. code-block:: console
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   CONFIG = {
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    'mode': 'django',
204
    'environment': {
205
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
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    },
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    'working_dir': '/etc/synnefo',
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    'user': 'www-data',
209
    'group': 'www-data',
210
    'args': (
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      '--bind=127.0.0.1:8080',
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      '--workers=8',
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      '--log-level=debug',
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    ),
215
   }
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.. warning:: Do NOT start the server yet, because it won't find the
218
    ``synnefo.settings`` module. We will start the server after successful
219
    installation of astakos. If the server is running::
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       # /etc/init.d/gunicorn stop
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223
Apache2 setup
224
~~~~~~~~~~~~~
225

    
226
Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
227
the following:
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.. code-block:: console
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   <VirtualHost *:80>
232
     ServerName node1.example.com
233

    
234
     RewriteEngine On
235
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
236
     RewriteRule ^(.*)$ - [F,L]
237
     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
238
   </VirtualHost>
239

    
240
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
241
containing the following:
242

    
243
.. code-block:: console
244

    
245
   <IfModule mod_ssl.c>
246
   <VirtualHost _default_:443>
247
     ServerName node1.example.com
248

    
249
     Alias /static "/usr/share/synnefo/static"
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251
   #  SetEnv no-gzip
252
   #  SetEnv dont-vary
253

    
254
     AllowEncodedSlashes On
255

    
256
     RequestHeader set X-Forwarded-Protocol "https"
257

    
258
     <Proxy * >
259
       Order allow,deny
260
       Allow from all
261
     </Proxy>
262

    
263
     SetEnv                proxy-sendchunked
264
     SSLProxyEngine        off
265
     ProxyErrorOverride    off
266

    
267
     ProxyPass        /static !
268
     ProxyPass        / http://localhost:8080/ retry=0
269
     ProxyPassReverse / http://localhost:8080/
270

    
271
     RewriteEngine On
272
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
273
     RewriteRule ^(.*)$ - [F,L]
274
     RewriteRule ^/login(.*) /im/login/redirect$1 [PT,NE]
275

    
276
     SSLEngine on
277
     SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
278
     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
279
   </VirtualHost>
280
   </IfModule>
281

    
282
Now enable sites and modules by running:
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284
.. code-block:: console
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286
   # a2enmod ssl
287
   # a2enmod rewrite
288
   # a2dissite default
289
   # a2ensite synnefo
290
   # a2ensite synnefo-ssl
291
   # a2enmod headers
292
   # a2enmod proxy_http
293

    
294
.. warning:: Do NOT start/restart the server yet. If the server is running::
295

    
296
       # /etc/init.d/apache2 stop
297

    
298
.. _rabbitmq-setup:
299

    
300
Message Queue setup
301
~~~~~~~~~~~~~~~~~~~
302

    
303
The message queue will run on node1, so we need to create the appropriate
304
rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
305
exchanges:
306

    
307
.. code-block:: console
308

    
309
   # rabbitmqctl add_user synnefo "example_rabbitmq_passw0rd"
310
   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
311

    
312
We do not need to initialize the exchanges. This will be done automatically,
313
during the Cyclades setup.
314

    
315
Pithos+ data directory setup
316
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
317

    
318
As mentioned in the General Prerequisites section, there is a directory called
319
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
320
directory inside it:
321

    
322
.. code-block:: console
323

    
324
   # cd /srv/pithos
325
   # mkdir data
326
   # chown www-data:www-data data
327
   # chmod g+ws data
328

    
329
You are now ready with all general prerequisites concerning node1. Let's go to
330
node2.
331

    
332
Node2
333
-----
334

    
335
General Synnefo dependencies
336
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
337

    
338
 * apache (http server)
339
 * gunicorn (WSGI http server)
340
 * postgresql (database)
341
 * ntp (NTP daemon)
342

    
343
You can install the above by running:
344

    
345
.. code-block:: console
346

    
347
   # apt-get install apache2 postgresql ntp
348

    
349
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
350
the official debian backports:
351

    
352
.. code-block:: console
353

    
354
   # apt-get -t squeeze-backports install gunicorn
355

    
356
Node2 will connect to the databases on node1, so you will also need the
357
python-psycopg2 package:
358

    
359
.. code-block:: console
360

    
361
   # apt-get install python-psycopg2
362

    
363
Database setup
364
~~~~~~~~~~~~~~
365

    
366
All databases have been created and setup on node1, so we do not need to take
367
any action here. From node2, we will just connect to them. When you get familiar
368
with the software you may choose to run different databases on different nodes,
369
for performance/scalability/redundancy reasons, but those kind of setups are out
370
of the purpose of this guide.
371

    
372
Gunicorn setup
373
~~~~~~~~~~~~~~
374

    
375
Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following
376
(same contents as in node1; you can just copy/paste the file):
377

    
378
.. code-block:: console
379

    
380
   CONFIG = {
381
    'mode': 'django',
382
    'environment': {
383
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
384
    },
385
    'working_dir': '/etc/synnefo',
386
    'user': 'www-data',
387
    'group': 'www-data',
388
    'args': (
389
      '--bind=127.0.0.1:8080',
390
      '--workers=4',
391
      '--log-level=debug',
392
      '--timeout=43200'
393
    ),
394
   }
395

    
396
.. warning:: Do NOT start the server yet, because it won't find the
397
    ``synnefo.settings`` module. We will start the server after successful
398
    installation of astakos. If the server is running::
399

    
400
       # /etc/init.d/gunicorn stop
401

    
402
Apache2 setup
403
~~~~~~~~~~~~~
404

    
405
Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
406
the following:
407

    
408
.. code-block:: console
409

    
410
   <VirtualHost *:80>
411
     ServerName node2.example.com
412

    
413
     RewriteEngine On
414
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
415
     RewriteRule ^(.*)$ - [F,L]
416
     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
417
   </VirtualHost>
418

    
419
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
420
containing the following:
421

    
422
.. code-block:: console
423

    
424
   <IfModule mod_ssl.c>
425
   <VirtualHost _default_:443>
426
     ServerName node2.example.com
427

    
428
     Alias /static "/usr/share/synnefo/static"
429

    
430
     SetEnv no-gzip
431
     SetEnv dont-vary
432
     AllowEncodedSlashes On
433

    
434
     RequestHeader set X-Forwarded-Protocol "https"
435

    
436
     <Proxy * >
437
       Order allow,deny
438
       Allow from all
439
     </Proxy>
440

    
441
     SetEnv                proxy-sendchunked
442
     SSLProxyEngine        off
443
     ProxyErrorOverride    off
444

    
445
     ProxyPass        /static !
446
     ProxyPass        / http://localhost:8080/ retry=0
447
     ProxyPassReverse / http://localhost:8080/
448

    
449
     SSLEngine on
450
     SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
451
     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
452
   </VirtualHost>
453
   </IfModule>
454

    
455
As in node1, enable sites and modules by running:
456

    
457
.. code-block:: console
458

    
459
   # a2enmod ssl
460
   # a2enmod rewrite
461
   # a2dissite default
462
   # a2ensite synnefo
463
   # a2ensite synnefo-ssl
464
   # a2enmod headers
465
   # a2enmod proxy_http
466

    
467
.. warning:: Do NOT start/restart the server yet. If the server is running::
468

    
469
       # /etc/init.d/apache2 stop
470

    
471
We are now ready with all general prerequisites for node2. Now that we have
472
finished with all general prerequisites for both nodes, we can start installing
473
the services. First, let's install Astakos on node1.
474

    
475

    
476
Installation of Astakos on node1
477
================================
478

    
479
To install astakos, grab the package from our repository (make sure  you made
480
the additions needed in your ``/etc/apt/sources.list`` file, as described
481
previously), by running:
482

    
483
.. code-block:: console
484

    
485
   # apt-get install snf-astakos-app
486

    
487
After successful installation of snf-astakos-app, make sure that also
488
snf-webproject has been installed (marked as "Recommended" package). By default
489
Debian installs "Recommended" packages, but if you have changed your
490
configuration and the package didn't install automatically, you should
491
explicitly install it manually running:
492

    
493
.. code-block:: console
494

    
495
   # apt-get install snf-webproject
496

    
497
The reason snf-webproject is "Recommended" and not a hard dependency, is to give
498
the experienced administrator the ability to install synnefo in a custom made
499
django project. This corner case concerns only very advanced users that know
500
what they are doing and want to experiment with synnefo.
501

    
502

    
503
.. _conf-astakos:
504

    
505
Configuration of Astakos
506
========================
507

    
508
Conf Files
509
----------
510

    
511
After astakos is successfully installed, you will find the directory
512
``/etc/synnefo`` and some configuration files inside it. The files contain
513
commented configuration options, which are the default options. While installing
514
new snf-* components, new configuration files will appear inside the directory.
515
In this guide (and for all services), we will edit only the minimum necessary
516
configuration options, to reflect our setup. Everything else will remain as is.
517

    
518
After getting familiar with synnefo, you will be able to customize the software
519
as you wish and fits your needs. Many options are available, to empower the
520
administrator with extensively customizable setups.
521

    
522
For the snf-webproject component (installed as an astakos dependency), we
523
need the following:
524

    
525
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
526
uncomment and edit the ``DATABASES`` block to reflect our database:
527

    
528
.. code-block:: console
529

    
530
   DATABASES = {
531
    'default': {
532
        # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
533
        'ENGINE': 'postgresql_psycopg2',
534
         # ATTENTION: This *must* be the absolute path if using sqlite3.
535
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
536
        'NAME': 'snf_apps',
537
        'USER': 'synnefo',                      # Not used with sqlite3.
538
        'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
539
        # Set to empty string for localhost. Not used with sqlite3.
540
        'HOST': '4.3.2.1',
541
        # Set to empty string for default. Not used with sqlite3.
542
        'PORT': '5432',
543
    }
544
   }
545

    
546
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
547
``SECRET_KEY``. This is a django specific setting which is used to provide a
548
seed in secret-key hashing algorithms. Set this to a random string of your
549
choise and keep it private:
550

    
551
.. code-block:: console
552

    
553
   SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
554

    
555
For astakos specific configuration, edit the following options in
556
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
557

    
558
.. code-block:: console
559

    
560
   ASTAKOS_DEFAULT_ADMIN_EMAIL = None
561

    
562
   ASTAKOS_COOKIE_DOMAIN = '.example.com'
563

    
564
   ASTAKOS_BASEURL = 'https://node1.example.com'
565

    
566
The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our domain (for all
567
services). ``ASTAKOS_BASEURL`` is the astakos home page.
568

    
569
``ASTAKOS_DEFAULT_ADMIN_EMAIL`` refers to the administrator's email.
570
Every time a new account is created a notification is sent to this email.
571
For this we need access to a running mail server, so we have disabled
572
it for now by setting its value to None. For more informations on this,
573
read the relative :ref:`section <mail-server>`.
574

    
575
.. note:: For the purpose of this guide, we don't enable recaptcha authentication.
576
    If you would like to enable it, you have to edit the following options:
577

    
578
    .. code-block:: console
579

    
580
        ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
581
        ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
582
        ASTAKOS_RECAPTCHA_USE_SSL = True
583
        ASTAKOS_RECAPTCHA_ENABLED = True
584

    
585
    For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
586
    go to https://www.google.com/recaptcha/admin/create and create your own pair.
587

    
588
Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` :
589

    
590
.. code-block:: console
591

    
592
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
593

    
594
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
595

    
596
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
597

    
598
Those settings have to do with the black cloudbar endpoints and will be described
599
in more detail later on in this guide. For now, just edit the domain to point at
600
node1 which is where we have installed Astakos.
601

    
602
If you are an advanced user and want to use the Shibboleth Authentication method,
603
read the relative :ref:`section <shibboleth-auth>`.
604

    
605
.. note:: Because Cyclades and Astakos are running on the same machine
606
    in our example, we have to deactivate the CSRF verification. We can do so
607
    by adding to
608
    ``/etc/synnefo/99-local.conf``:
609

    
610
    .. code-block:: console
611

    
612
        MIDDLEWARE_CLASSES.remove('django.middleware.csrf.CsrfViewMiddleware')
613
        TEMPLATE_CONTEXT_PROCESSORS.remove('django.core.context_processors.csrf')
614

    
615
Enable Pooling
616
--------------
617

    
618
This section can be bypassed, but we strongly recommend you apply the following,
619
since they result in a significant performance boost.
620

    
621
Synnefo includes a pooling DBAPI driver for PostgreSQL, as a thin wrapper
622
around Psycopg2. This allows independent Django requests to reuse pooled DB
623
connections, with significant performance gains.
624

    
625
To use, first monkey-patch psycopg2. For Django, run this before the
626
``DATABASES`` setting in ``/etc/synnefo/10-snf-webproject-database.conf``:
627

    
628
.. code-block:: console
629

    
630
   from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
631
   monkey_patch_psycopg2()
632

    
633
If running with greenlets, we should modify psycopg2 behavior, so it works
634
properly in a greenlet context:
635

    
636
.. code-block:: console
637

    
638
   from synnefo.lib.db.psyco_gevent import make_psycopg_green
639
   make_psycopg_green()
640

    
641
Use the Psycopg2 driver as usual. For Django, this means using
642
``django.db.backends.postgresql_psycopg2`` without any modifications. To enable
643
connection pooling, pass a nonzero ``synnefo_poolsize`` option to the DBAPI
644
driver, through ``DATABASES.OPTIONS`` in django.
645

    
646
All the above will result in an ``/etc/synnefo/10-snf-webproject-database.conf``
647
file that looks like this:
648

    
649
.. code-block:: console
650

    
651
   # Monkey-patch psycopg2
652
   from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
653
   monkey_patch_psycopg2()
654

    
655
   # If running with greenlets
656
   from synnefo.lib.db.psyco_gevent import make_psycopg_green
657
   make_psycopg_green()
658

    
659
   DATABASES = {
660
    'default': {
661
        # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
662
        'ENGINE': 'postgresql_psycopg2',
663
        'OPTIONS': {'synnefo_poolsize': 8},
664

    
665
         # ATTENTION: This *must* be the absolute path if using sqlite3.
666
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
667
        'NAME': 'snf_apps',
668
        'USER': 'synnefo',                      # Not used with sqlite3.
669
        'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
670
        # Set to empty string for localhost. Not used with sqlite3.
671
        'HOST': '4.3.2.1',
672
        # Set to empty string for default. Not used with sqlite3.
673
        'PORT': '5432',
674
    }
675
   }
676

    
677
Database Initialization
678
-----------------------
679

    
680
After configuration is done, we initialize the database by running:
681

    
682
.. code-block:: console
683

    
684
   # snf-manage syncdb
685

    
686
At this example we don't need to create a django superuser, so we select
687
``[no]`` to the question. After a successful sync, we run the migration needed
688
for astakos:
689

    
690
.. code-block:: console
691

    
692
   # snf-manage migrate im
693

    
694
Then, we load the pre-defined user groups
695

    
696
.. code-block:: console
697

    
698
   # snf-manage loaddata groups
699

    
700
.. _services-reg:
701

    
702
Services Registration
703
---------------------
704

    
705
When the database is ready, we configure the elements of the Astakos cloudbar,
706
to point to our future services:
707

    
708
.. code-block:: console
709

    
710
   # snf-manage service-add "~okeanos home" https://node1.example.com/im/ home-icon.png
711
   # snf-manage service-add "cyclades" https://node1.example.com/ui/
712
   # snf-manage service-add "pithos+" https://node2.example.com/ui/
713

    
714
Servers Initialization
715
----------------------
716

    
717
Finally, we initialize the servers on node1:
718

    
719
.. code-block:: console
720

    
721
   root@node1:~ # /etc/init.d/gunicorn restart
722
   root@node1:~ # /etc/init.d/apache2 restart
723

    
724
We have now finished the Astakos setup. Let's test it now.
725

    
726

    
727
Testing of Astakos
728
==================
729

    
730
Open your favorite browser and go to:
731

    
732
``http://node1.example.com/im``
733

    
734
If this redirects you to ``https://node1.example.com/im`` and you can see
735
the "welcome" door of Astakos, then you have successfully setup Astakos.
736

    
737
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
738
and fill all your data at the sign up form. Then click "SUBMIT". You should now
739
see a green box on the top, which informs you that you made a successful request
740
and the request has been sent to the administrators. So far so good, let's assume
741
that you created the user with username ``user@example.com``.
742

    
743
Now we need to activate that user. Return to a command prompt at node1 and run:
744

    
745
.. code-block:: console
746

    
747
   root@node1:~ # snf-manage user-list
748

    
749
This command should show you a list with only one user; the one we just created.
750
This user should have an id with a value of ``1``. It should also have an
751
"active" status with the value of ``0`` (inactive). Now run:
752

    
753
.. code-block:: console
754

    
755
   root@node1:~ # snf-manage user-modify --set-active 1
756

    
757
This modifies the active value to ``1``, and actually activates the user.
758
When running in production, the activation is done automatically with different
759
types of moderation, that Astakos supports. You can see the moderation methods
760
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
761
documentation. In production, you can also manually activate a user, by sending
762
him/her an activation email. See how to do this at the :ref:`User
763
activation <user_activation>` section.
764

    
765
Now let's go back to the homepage. Open ``http://node1.example.com/im`` with
766
your browser again. Try to sign in using your new credentials. If the astakos
767
menu appears and you can see your profile, then you have successfully setup
768
Astakos.
769

    
770
Let's continue to install Pithos+ now.
771

    
772

    
773
Installation of Pithos+ on node2
774
================================
775

    
776
To install pithos+, grab the packages from our repository (make sure  you made
777
the additions needed in your ``/etc/apt/sources.list`` file, as described
778
previously), by running:
779

    
780
.. code-block:: console
781

    
782
   # apt-get install snf-pithos-app
783

    
784
After successful installation of snf-pithos-app, make sure that also
785
snf-webproject has been installed (marked as "Recommended" package). Refer to
786
the "Installation of Astakos on node1" section, if you don't remember why this
787
should happen. Now, install the pithos web interface:
788

    
789
.. code-block:: console
790

    
791
   # apt-get install snf-pithos-webclient
792

    
793
This package provides the standalone pithos web client. The web client is the
794
web UI for pithos+ and will be accessible by clicking "pithos+" on the Astakos
795
interface's cloudbar, at the top of the Astakos homepage.
796

    
797

    
798
.. _conf-pithos:
799

    
800
Configuration of Pithos+
801
========================
802

    
803
Conf Files
804
----------
805

    
806
After pithos+ is successfully installed, you will find the directory
807
``/etc/synnefo`` and some configuration files inside it, as you did in node1
808
after installation of astakos. Here, you will not have to change anything that
809
has to do with snf-common or snf-webproject. Everything is set at node1. You
810
only need to change settings that have to do with pithos+. Specifically:
811

    
812
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
813
this options:
814

    
815
.. code-block:: console
816

    
817
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
818

    
819
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
820

    
821
   PITHOS_AUTHENTICATION_URL = 'https://node1.example.com/im/authenticate'
822
   PITHOS_AUTHENTICATION_USERS = None
823

    
824
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w=='
825

    
826
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ app where to
827
find the pithos+ backend database. Above we tell pithos+ that its database is
828
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
829
``example_passw0rd``.  All those settings where setup during node1's "Database
830
setup" section.
831

    
832
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ app where to find
833
the pithos+ backend data. Above we tell pithos+ to store its data under
834
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
835
directory at node1's "Pithos+ data directory setup" section.
836

    
837
The ``PITHOS_AUTHENTICATION_URL`` option tells to the pithos+ app in which URI
838
is available the astakos authentication api. If not set, pithos+ tries to
839
authenticate using the ``PITHOS_AUTHENTICATION_USERS`` user pool.
840

    
841
The ``PITHOS_SERVICE_TOKEN`` should be the Pithos+ token returned by running on
842
the Astakos node (node1 in our case):
843

    
844
.. code-block:: console
845

    
846
   # snf-manage service-list
847

    
848
The token has been generated automatically during the :ref:`Pithos+ service
849
registration <services-reg>`.
850

    
851
Then we need to setup the web UI and connect it to astakos. To do so, edit
852
``/etc/synnefo/20-snf-pithos-webclient-settings.conf``:
853

    
854
.. code-block:: console
855

    
856
   PITHOS_UI_LOGIN_URL = "https://node1.example.com/im/login?next="
857
   PITHOS_UI_FEEDBACK_URL = "https://node1.example.com/im/feedback"
858

    
859
The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if
860
you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the
861
pithos+ feedback form. Astakos already provides a generic feedback form for all
862
services, so we use this one.
863

    
864
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
865
pithos+ web UI with the astakos web UI (through the top cloudbar):
866

    
867
.. code-block:: console
868

    
869
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
870
   PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = '3'
871
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
872
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
873

    
874
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
875
cloudbar.
876

    
877
The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` points to an already registered
878
Astakos service. You can see all :ref:`registered services <services-reg>` by
879
running on the Astakos node (node1):
880

    
881
.. code-block:: console
882

    
883
   # snf-manage service-list
884

    
885
The value of ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` should be the pithos service's
886
``id`` as shown by the above command, in our case ``3``.
887

    
888
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
889
pithos+ web client to get from astakos all the information needed to fill its
890
own cloudbar. So we put our astakos deployment urls there.
891

    
892
Pooling and Greenlets
893
---------------------
894

    
895
Pithos is pooling-ready without the need of further configuration, because it
896
doesn't use a Django DB. It pools HTTP connections to Astakos and pithos
897
backend objects for access to the Pithos DB.
898

    
899
However, as in Astakos, if running with Greenlets, it is also recommended to
900
modify psycopg2 behavior so it works properly in a greenlet context. This means
901
adding the following lines at the top of your
902
``/etc/synnefo/10-snf-webproject-database.conf`` file:
903

    
904
.. code-block:: console
905

    
906
   from synnefo.lib.db.psyco_gevent import make_psycopg_green
907
   make_psycopg_green()
908

    
909
Furthermore, add the ``--worker-class=gevent`` argument on your
910
``/etc/gunicorn.d/synnefo`` configuration file. The file should look something like
911
this:
912

    
913
.. code-block:: console
914

    
915
   CONFIG = {
916
    'mode': 'django',
917
    'environment': {
918
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
919
    },
920
    'working_dir': '/etc/synnefo',
921
    'user': 'www-data',
922
    'group': 'www-data',
923
    'args': (
924
      '--bind=127.0.0.1:8080',
925
      '--workers=4',
926
      '--worker-class=gevent',
927
      '--log-level=debug',
928
      '--timeout=43200'
929
    ),
930
   }
931

    
932
Servers Initialization
933
----------------------
934

    
935
After configuration is done, we initialize the servers on node2:
936

    
937
.. code-block:: console
938

    
939
   root@node2:~ # /etc/init.d/gunicorn restart
940
   root@node2:~ # /etc/init.d/apache2 restart
941

    
942
You have now finished the Pithos+ setup. Let's test it now.
943

    
944

    
945
Testing of Pithos+
946
==================
947

    
948
Open your browser and go to the Astakos homepage:
949

    
950
``http://node1.example.com/im``
951

    
952
Login, and you will see your profile page. Now, click the "pithos+" link on the
953
top black cloudbar. If everything was setup correctly, this will redirect you
954
to:
955

    
956
``https://node2.example.com/ui``
957

    
958
and you will see the blue interface of the Pithos+ application.  Click the
959
orange "Upload" button and upload your first file. If the file gets uploaded
960
successfully, then this is your first sign of a successful Pithos+ installation.
961
Go ahead and experiment with the interface to make sure everything works
962
correctly.
963

    
964
You can also use the Pithos+ clients to sync data from your Windows PC or MAC.
965

    
966
If you don't stumble on any problems, then you have successfully installed
967
Pithos+, which you can use as a standalone File Storage Service.
968

    
969
If you would like to do more, such as:
970

    
971
 * Spawning VMs
972
 * Spawning VMs from Images stored on Pithos+
973
 * Uploading your custom Images to Pithos+
974
 * Spawning VMs from those custom Images
975
 * Registering existing Pithos+ files as Images
976
 * Connect VMs to the Internet
977
 * Create Private Networks
978
 * Add VMs to Private Networks
979

    
980
please continue with the rest of the guide.
981

    
982

    
983
Cyclades (and Plankton) Prerequisites
984
=====================================
985

    
986
Before proceeding with the Cyclades (and Plankton) installation, make sure you
987
have successfully set up Astakos and Pithos+ first, because Cyclades depends
988
on them. If you don't have a working Astakos and Pithos+ installation yet,
989
please return to the :ref:`top <quick-install-admin-guide>` of this guide.
990

    
991
Besides Astakos and Pithos+, you will also need a number of additional working
992
prerequisites, before you start the Cyclades installation.
993

    
994
Ganeti
995
------
996

    
997
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
998
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
999
Please refer to the
1000
`ganeti documentation <http://docs.ganeti.org/ganeti/2.5/html>`_ for all the
1001
gory details. A successful Ganeti installation concludes with a working
1002
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
1003
<GANETI_NODES>`.
1004

    
1005
The above Ganeti cluster can run on different physical machines than node1 and
1006
node2 and can scale independently, according to your needs.
1007

    
1008
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
1009
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
1010
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
1011

    
1012
We highly recommend that you read the official Ganeti documentation, if you are
1013
not familiar with Ganeti. If you are extremely impatient, you can result with
1014
the above assumed setup by running on both nodes:
1015

    
1016
.. code-block:: console
1017

    
1018
   # apt-get install -t squeeze-backports ganeti2 ganeti-htools
1019
   # modprobe drbd minor_count=255 usermode_helper=/bin/true
1020

    
1021
Unfortunatelly, stock Ganeti doesn't support IP pool management yet (we are
1022
working hard to merge it upstream for Ganeti 2.7). Synnefo depends on the IP
1023
pool functionality of Ganeti, so you have to use GRNET's patches for now. To
1024
do so you have to build your own package from source. Please clone our local
1025
repo:
1026

    
1027
.. code-block:: console
1028

    
1029
   # git clone https://code.grnet.gr/git/ganeti-local
1030
   # cd ganeti-local
1031
   # git checkout stable-2.6-ippool-hotplug-esi
1032
   # git checkout debian-2.6
1033

    
1034
Then please check if you can complile ganeti:
1035

    
1036
.. code-block:: console
1037

    
1038
   # cd ganeti-local
1039
   # ./automake.sh
1040
   # ./configure
1041
   # make
1042

    
1043
To do so you must have a correct build environment. Please refer to INSTALL
1044
file in the source tree. Most of the packages needed are refered here:
1045

    
1046
.. code-block:: console
1047

    
1048
   #  apt-get install graphviz automake lvm2 ssh bridge-utils iproute iputils-arping \
1049
                      ndisc6 python python-pyopenssl openssl \
1050
                      python-pyparsing python-simplejson \
1051
                      python-pyinotify python-pycurl socat \
1052
                      python-elementtree kvm qemu-kvm \
1053
                      ghc6 libghc6-json-dev libghc6-network-dev \
1054
                      libghc6-parallel-dev libghc6-curl-dev \
1055
                      libghc-quickcheck2-dev hscolour hlint
1056
                      python-support python-paramiko \
1057
                      python-fdsend python-ipaddr python-bitarray libjs-jquery fping
1058

    
1059
Now let try to build the package:
1060

    
1061
.. code-block:: console
1062

    
1063
   # apt-get install git-buildpackage
1064
   # mkdir ../build-area
1065
   # git-buildpackage --git-upstream-branch=stable-2.6-ippool-hotplug-esi \
1066
                   --git-debian-branch=debian-2.6 \
1067
                   --git-export=INDEX \
1068
                   --git-ignore-new
1069

    
1070
This will create two deb packages in build-area. You should then run in both
1071
nodes:
1072

    
1073
.. code-block:: console
1074

    
1075
   # dpkg -i ../build-area/snf-ganeti.*deb
1076
   # dpkg -i ../build-area/ganeti-htools.*deb
1077
   # apt-get install -f
1078

    
1079
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
1080
both nodes, choose a domain name that resolves to a valid floating IP (let's say
1081
it's ``ganeti.node1.example.com``). Make sure node1 and node2 have root access
1082
between each other using ssh keys and not passwords. Also, make sure there is an
1083
lvm volume group named ``ganeti`` that will host your VMs' disks. Finally, setup
1084
a bridge interface on the host machines (e.g: br0). Then run on node1:
1085

    
1086
.. code-block:: console
1087

    
1088
   root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init \
1089
                                   --no-etc-hosts --vg-name=ganeti \
1090
                                   --nic-parameters link=br0 --master-netdev eth0 \
1091
                                   ganeti.node1.example.com
1092
   root@node1:~ # gnt-cluster modify --default-iallocator hail
1093
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
1094
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
1095

    
1096
   root@node1:~ # gnt-node add --no-node-setup --master-capable=yes \
1097
                               --vm-capable=yes node2.example.com
1098
   root@node1:~ # gnt-cluster modify --disk-parameters=drbd:metavg=ganeti
1099
   root@node1:~ # gnt-group modify --disk-parameters=drbd:metavg=ganeti default
1100

    
1101
For any problems you may stumble upon installing Ganeti, please refer to the
1102
`official documentation <http://docs.ganeti.org/ganeti/2.5/html>`_. Installation
1103
of Ganeti is out of the scope of this guide.
1104

    
1105
.. _cyclades-install-snfimage:
1106

    
1107
snf-image
1108
---------
1109

    
1110
Installation
1111
~~~~~~~~~~~~
1112
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
1113
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
1114
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
1115
node1 and node2. You can do this by running on *both* nodes:
1116

    
1117
.. code-block:: console
1118

    
1119
   # apt-get install snf-image-host snf-pithos-backend python-psycopg2
1120

    
1121
snf-image also needs the `snf-pithos-backend <snf-pithos-backend>`, to be able to
1122
handle image files stored on Pithos+. It also needs `python-psycopg2` to be able
1123
to access the Pithos+ database. This is why, we also install them on *all*
1124
VM-capable Ganeti nodes.
1125

    
1126
Now, you need to download and save the corresponding helper package. Please see
1127
`here <https://code.grnet.gr/projects/snf-image/files>`_ for the latest package. Let's
1128
assume that you installed snf-image-host version 0.4.4-1. Then, you need
1129
snf-image-helper v0.4.4-1 on *both* nodes:
1130

    
1131
.. code-block:: console
1132

    
1133
   # cd /var/lib/snf-image/helper/
1134
   # wget https://code.grnet.gr/attachments/download/1058/snf-image-helper_0.4.4-1_all.deb
1135

    
1136
.. warning:: Be careful: Do NOT install the snf-image-helper debian package.
1137
             Just put it under /var/lib/snf-image/helper/
1138

    
1139
Once, you have downloaded the snf-image-helper package, create the helper VM by
1140
running on *both* nodes:
1141

    
1142
.. code-block:: console
1143

    
1144
   # ln -s snf-image-helper_0.4.4-1_all.deb snf-image-helper.deb
1145
   # snf-image-update-helper
1146

    
1147
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
1148
snf-image-host to run successfully.
1149

    
1150
Configuration
1151
~~~~~~~~~~~~~
1152
snf-image supports native access to Images stored on Pithos+. This means that
1153
snf-image can talk directly to the Pithos+ backend, without the need of providing
1154
a public URL. More details, are described in the next section. For now, the only
1155
thing we need to do, is configure snf-image to access our Pithos+ backend.
1156

    
1157
To do this, we need to set the corresponding variables in
1158
``/etc/default/snf-image``, to reflect our Pithos+ setup:
1159

    
1160
.. code-block:: console
1161

    
1162
   PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
1163

    
1164
   PITHOS_DATA="/srv/pithos/data"
1165

    
1166
If you have installed your Ganeti cluster on different nodes than node1 and node2 make
1167
sure that ``/srv/pithos/data`` is visible by all of them.
1168

    
1169
If you would like to use Images that are also/only stored locally, you need to
1170
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
1171
Pithos+.
1172

    
1173
Testing
1174
~~~~~~~
1175
You can test that snf-image is successfully installed by running on the
1176
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
1177

    
1178
.. code-block:: console
1179

    
1180
   # gnt-os diagnose
1181

    
1182
This should return ``valid`` for snf-image.
1183

    
1184
If you are interested to learn more about snf-image's internals (and even use
1185
it alongside Ganeti without Synnefo), please see
1186
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information concerning
1187
installation instructions, documentation on the design and implementation, and
1188
supported Image formats.
1189

    
1190
.. _snf-image-images:
1191

    
1192
snf-image's actual Images
1193
-------------------------
1194

    
1195
Now that snf-image is installed successfully we need to provide it with some
1196
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
1197
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
1198
format. For more information about snf-image's Image formats see `here
1199
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
1200

    
1201
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
1202
above Images to be stored:
1203

    
1204
 * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR`` in
1205
   :file:`/etc/default/snf-image`)
1206
 * On a remote host (accessible via a public URL e.g: http://... or ftp://...)
1207
 * On Pithos+ (accessible natively, not only by its public URL)
1208

    
1209
For the purpose of this guide, we will use the `Debian Squeeze Base Image
1210
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ found on the official
1211
`snf-image page
1212
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
1213
of type ``diskdump``. We will store it in our new Pithos+ installation.
1214

    
1215
To do so, do the following:
1216

    
1217
a) Download the Image from the official snf-image page (`image link
1218
   <https://pithos.okeanos.grnet.gr/public/9epgb>`_).
1219

    
1220
b) Upload the Image to your Pithos+ installation, either using the Pithos+ Web UI
1221
   or the command line client `kamaki
1222
   <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_.
1223

    
1224
Once the Image is uploaded successfully, download the Image's metadata file
1225
from the official snf-image page (`image_metadata link
1226
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_). You will need it, for
1227
spawning a VM from Ganeti, in the next section.
1228

    
1229
Of course, you can repeat the procedure to upload more Images, available from the
1230
`official snf-image page
1231
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
1232

    
1233
.. _ganeti-with-pithos-images:
1234

    
1235
Spawning a VM from a Pithos+ Image, using Ganeti
1236
------------------------------------------------
1237

    
1238
Now, it is time to test our installation so far. So, we have Astakos and
1239
Pithos+ installed, we have a working Ganeti installation, the snf-image
1240
definition installed on all VM-capable nodes and a Debian Squeeze Image on
1241
Pithos+. Make sure you also have the `metadata file
1242
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
1243

    
1244
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
1245

    
1246
.. code-block:: console
1247

    
1248
   # gnt-instance add -o snf-image+default --os-parameters \
1249
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1250
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1251
                      testvm1
1252

    
1253
In the above command:
1254

    
1255
 * ``img_passwd``: the arbitrary root password of your new instance
1256
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1257
 * ``img_id``: If you want to deploy an Image stored on Pithos+ (our case), this
1258
               should have the format
1259
               ``pithos://<username>/<container>/<filename>``:
1260
                * ``username``: ``user@example.com`` (defined during Astakos sign up)
1261
                * ``container``: ``pithos`` (default, if the Web UI was used)
1262
                * ``filename``: the name of file (visible also from the Web UI)
1263
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1264
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1265
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
1266

    
1267
If the ``gnt-instance add`` command returns successfully, then run:
1268

    
1269
.. code-block:: console
1270

    
1271
   # gnt-instance info testvm1 | grep "console connection"
1272

    
1273
to find out where to connect using VNC. If you can connect successfully and can
1274
login to your new instance using the root password ``my_vm_example_passw0rd``,
1275
then everything works as expected and you have your new Debian Base VM up and
1276
running.
1277

    
1278
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1279
to access the Pithos+ database and the Pithos+ backend data. Also, make sure
1280
you gave the correct ``img_id`` and ``img_properties``. If ``gnt-instance add``
1281
succeeds but you cannot connect, again find out what went wrong. Do *NOT*
1282
proceed to the next steps unless you are sure everything works till this point.
1283

    
1284
If everything works, you have successfully connected Ganeti with Pithos+. Let's
1285
move on to networking now.
1286

    
1287
.. warning::
1288
    You can bypass the networking sections and go straight to
1289
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1290
    the Cyclades Network Service, but only the Cyclades Compute Service
1291
    (recommended for now).
1292

    
1293
Networking Setup Overview
1294
-------------------------
1295

    
1296
This part is deployment-specific and must be customized based on the specific
1297
needs of the system administrator. However, to do so, the administrator needs
1298
to understand how each level handles Virtual Networks, to be able to setup the
1299
backend appropriately, before installing Cyclades. To do so, please read the
1300
:ref:`Network <networks>` section before proceeding.
1301

    
1302
Since synnefo 0.11 all network actions are managed with the snf-manage
1303
network-* commands. This needs the underlying setup (Ganeti, nfdhcpd,
1304
snf-network, bridges, vlans) to be already configured correctly. The only
1305
actions needed in this point are:
1306

    
1307
a) Have Ganeti with IP pool management support installed.
1308

    
1309
b) Install :ref:`snf-network <snf-network>`, which provides a synnefo specific kvm-ifup script, etc.
1310

    
1311
c) Install :ref:`nfdhcpd <nfdhcpd>`, which serves DHCP requests of the VMs.
1312

    
1313
In order to test that everything is setup correctly before installing Cyclades,
1314
we will make some testing actions in this section, and the actual setup will be
1315
done afterwards with snf-manage commands.
1316

    
1317
.. _snf-network:
1318

    
1319
snf-network
1320
~~~~~~~~~~~
1321

    
1322
snf-network includes `kvm-vif-bridge` script that is invoked every time
1323
a tap (a VM's NIC) is created. Based on environment variables passed by
1324
Ganeti it issues various commands depending on the network type the NIC is
1325
connected to and sets up a corresponding dhcp lease.
1326

    
1327
Install snf-network on all Ganeti nodes:
1328

    
1329
.. code-block:: console
1330

    
1331
   # apt-get install snf-network
1332

    
1333
Then, in :file:`/etc/default/snf-network` set:
1334

    
1335
.. code-block:: console
1336

    
1337
   MAC_MASK=ff:ff:f0:00:00:00
1338

    
1339
.. _nfdhcpd:
1340

    
1341
nfdhcpd
1342
~~~~~~~
1343

    
1344
Each NIC's IP is chosen by Ganeti (with IP pool management support).
1345
`kvm-vif-bridge` script sets up dhcp leases and when the VM boots and
1346
makes a dhcp request, iptables will mangle the packet and `nfdhcpd` will
1347
create a dhcp response.
1348

    
1349
.. code-block:: console
1350

    
1351
   # apt-get install nfqueue-bindings-python=0.3+physindev-1
1352
   # apt-get install nfdhcpd
1353

    
1354
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1355
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1356
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1357
VMs. Once you are finished, restart the server on all nodes:
1358

    
1359
.. code-block:: console
1360

    
1361
   # /etc/init.d/nfdhcpd restart
1362

    
1363
If you are using ``ferm``, then you need to run the following:
1364

    
1365
.. code-block:: console
1366

    
1367
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1368
   # /etc/init.d/ferm restart
1369

    
1370
or make sure to run after boot:
1371

    
1372
.. code-block:: console
1373

    
1374
   # iptables -t mangle -A PREROUTING -p udp -m udp --dport 67 -j NFQUEUE --queue-num 42
1375

    
1376
and if you have IPv6 enabled:
1377

    
1378
.. code-block:: console
1379

    
1380
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 133 -j NFQUEUE --queue-num 43
1381
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 135 -j NFQUEUE --queue-num 44
1382

    
1383
You can check which clients are currently served by nfdhcpd by running:
1384

    
1385
.. code-block:: console
1386

    
1387
   # kill -SIGUSR1 `cat /var/run/nfdhcpd/nfdhcpd.pid`
1388

    
1389
When you run the above, then check ``/var/log/nfdhcpd/nfdhcpd.log``.
1390

    
1391
Public Network Setup
1392
--------------------
1393

    
1394
To achieve basic networking the simplest way is to have a common bridge (e.g.
1395
``br0``, on the same collision domain with the router) where all VMs will connect
1396
to. Packets will be "forwarded" to the router and then to the Internet. If
1397
you want a more advanced setup (ip-less routing and proxy-arp plese refer to
1398
:ref:`Network <networks>` section).
1399

    
1400
Physical Host Setup
1401
~~~~~~~~~~~~~~~~~~~
1402

    
1403
Assuming ``eth0`` on both hosts is the public interface (directly connected
1404
to the router), run on every node:
1405

    
1406
.. code-block:: console
1407

    
1408
   # brctl addbr br0
1409
   # ip link set br0 up
1410
   # vconfig add eth0 100
1411
   # ip link set eth0.100 up
1412
   # brctl addif br0 eth0.100
1413

    
1414

    
1415
Testing a Public Network
1416
~~~~~~~~~~~~~~~~~~~~~~~~
1417

    
1418
Let's assume, that you want to assign IPs from the ``5.6.7.0/27`` range to you
1419
new VMs, with ``5.6.7.1`` as the router's gateway. In Ganeti you can add the
1420
network by running:
1421

    
1422
.. code-block:: console
1423

    
1424
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 --network-type=public --tags=nfdhcpd test-net-public
1425

    
1426
Then, connect the network to all your nodegroups. We assume that we only have
1427
one nodegroup (``default``) in our Ganeti cluster:
1428

    
1429
.. code-block:: console
1430

    
1431
   # gnt-network connect test-net-public default bridged br0
1432

    
1433
Now, it is time to test that the backend infrastracture is correctly setup for
1434
the Public Network. We will add a new VM, the same way we did it on the
1435
previous testing section. However, now will also add one NIC, configured to be
1436
managed from our previously defined network. Run on the GANETI-MASTER (node1):
1437

    
1438
.. code-block:: console
1439

    
1440
   # gnt-instance add -o snf-image+default --os-parameters \
1441
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1442
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1443
                      --net 0:ip=pool,network=test-net-public \
1444
                      testvm2
1445

    
1446
If the above returns successfully, connect to the new VM and run:
1447

    
1448
.. code-block:: console
1449

    
1450
   root@testvm2:~ # ip addr
1451
   root@testvm2:~ # ip route
1452
   root@testvm2:~ # cat /etc/resolv.conf
1453

    
1454
to check IP address (5.6.7.2), IP routes (default via 5.6.7.1) and DNS config
1455
(nameserver option in nfdhcpd.conf). This shows correct configuration of
1456
ganeti, snf-network and nfdhcpd.
1457

    
1458
Now ping the outside world. If this works too, then you have also configured
1459
correctly your physical host and router.
1460

    
1461
Make sure everything works as expected, before proceeding with the Private
1462
Networks setup.
1463

    
1464
.. _private-networks-setup:
1465

    
1466
Private Networks Setup
1467
----------------------
1468

    
1469
Synnefo supports two types of private networks:
1470

    
1471
 - based on MAC filtering
1472
 - based on physical VLANs
1473

    
1474
Both types provide Layer 2 isolation to the end-user.
1475

    
1476
For the first type a common bridge (e.g. ``prv0``) is needed while for the second a
1477
range of bridges (e.g. ``prv1..prv100``) each bridged on a different physical
1478
VLAN. To this end to assure isolation among end-users' private networks each
1479
has to have different MAC prefix (for the filtering to take place) or to be
1480
"connected" to a different bridge (VLAN actually).
1481

    
1482
Physical Host Setup
1483
~~~~~~~~~~~~~~~~~~~
1484

    
1485
In order to create the necessary VLAN/bridges, one for MAC filtered private
1486
networks and various (e.g. 20) for private networks based on physical VLANs,
1487
run on every node:
1488

    
1489
Assuming ``eth0`` of both hosts are somehow (via cable/switch with VLANs
1490
configured correctly) connected together, run on every node:
1491

    
1492
.. code-block:: console
1493

    
1494
   # apt-get install vlan
1495
   # modprobe 8021q
1496
   # $iface=eth0
1497
   # for prv in $(seq 0 20); do
1498
	vlan=$prv
1499
	bridge=prv$prv
1500
	vconfig add $iface $vlan
1501
	ifconfig $iface.$vlan up
1502
	brctl addbr $bridge
1503
	brctl setfd $bridge 0
1504
	brctl addif $bridge $iface.$vlan
1505
	ifconfig $bridge up
1506
      done
1507

    
1508
The above will do the following :
1509

    
1510
 * provision 21 new bridges: ``prv0`` - ``prv20``
1511
 * provision 21 new vlans: ``eth0.0`` - ``eth0.20``
1512
 * add the corresponding vlan to the equivalent bridge
1513

    
1514
You can run ``brctl show`` on both nodes to see if everything was setup
1515
correctly.
1516

    
1517
Testing the Private Networks
1518
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1519

    
1520
To test the Private Networks, we will create two instances and put them in the
1521
same Private Networks (one MAC Filtered and one Physical VLAN). This means
1522
that the instances will have a second NIC connected to the ``prv0``
1523
pre-provisioned bridge and a third to ``prv1``.
1524

    
1525
We run the same command as in the Public Network testing section, but with one
1526
more argument for the second NIC:
1527

    
1528
.. code-block:: console
1529

    
1530
   # gnt-network add --network=192.168.1.0/24 --mac-prefix=aa:00:55 --network-type=private --tags=nfdhcpd,private-filtered test-net-prv-mac
1531
   # gnt-network connect test-net-prv-mac default bridged prv0
1532

    
1533
   # gnt-network add --network=10.0.0.0/24 --tags=nfdhcpd --network-type=private test-net-prv-vlan
1534
   # gnt-network connect test-net-prv-vlan default bridged prv1
1535

    
1536
   # gnt-instance add -o snf-image+default --os-parameters \
1537
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1538
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1539
                      --net 0:ip=pool,network=test-net-public \
1540
                      --net 1:ip=pool,network=test-net-prv-mac \
1541
                      --net 2:ip=none,network=test-net-prv-vlan \
1542
                      testvm3
1543

    
1544
   # gnt-instance add -o snf-image+default --os-parameters \
1545
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1546
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1547
                      --net 0:ip=pool,network=test-net-public \
1548
                      --net 1:ip=pool,network=test-net-prv-mac \
1549
                      --net 2:ip=none,network=test-net-prv-vlan \
1550
                      testvm4
1551

    
1552
Above, we create two instances with first NIC connected to the internet, their
1553
second NIC connected to a MAC filtered private Network and their third NIC
1554
connected to the first Physical VLAN Private Network. Now, connect to the
1555
instances using VNC and make sure everything works as expected:
1556

    
1557
 a) The instances have access to the public internet through their first eth
1558
    interface (``eth0``), which has been automatically assigned a public IP.
1559

    
1560
 b) ``eth1`` will have mac prefix ``aa:00:55``, while ``eth2`` default one (``aa:00:00``)
1561

    
1562
 c) ip link set ``eth1``/``eth2`` up
1563

    
1564
 d) dhclient ``eth1``/``eth2``
1565

    
1566
 e) On testvm3  ping 192.168.1.2/10.0.0.2
1567

    
1568
If everything works as expected, then you have finished the Network Setup at the
1569
backend for both types of Networks (Public & Private).
1570

    
1571
.. _cyclades-gtools:
1572

    
1573
Cyclades Ganeti tools
1574
---------------------
1575

    
1576
In order for Ganeti to be connected with Cyclades later on, we need the
1577
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1578
case). You can install them by running in both nodes:
1579

    
1580
.. code-block:: console
1581

    
1582
   # apt-get install snf-cyclades-gtools
1583

    
1584
This will install the following:
1585

    
1586
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1587
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1588
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1589

    
1590
Configure ``snf-cyclades-gtools``
1591
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1592

    
1593
The package will install the ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf``
1594
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1595
that need it:
1596

    
1597
.. code-block:: console
1598

    
1599
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1600

    
1601
The above variables should reflect your :ref:`Message Queue setup
1602
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1603

    
1604
Connect ``snf-image`` with ``snf-progress-monitor``
1605
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1606

    
1607
Finally, we need to configure ``snf-image`` to publish progress messages during
1608
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1609
set the corresponding variable to ``snf-progress-monitor``:
1610

    
1611
.. code-block:: console
1612

    
1613
   PROGRESS_MONITOR="snf-progress-monitor"
1614

    
1615
This file should be editted in all Ganeti nodes.
1616

    
1617
.. _rapi-user:
1618

    
1619
Synnefo RAPI user
1620
-----------------
1621

    
1622
As a last step before installing Cyclades, create a new RAPI user that will
1623
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1624
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1625
You can do this, by first running:
1626

    
1627
.. code-block:: console
1628

    
1629
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1630

    
1631
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1632

    
1633
.. code-block:: console
1634

    
1635
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1636

    
1637
More about Ganeti's RAPI users `here.
1638
<http://docs.ganeti.org/ganeti/2.5/html/rapi.html#introduction>`_
1639

    
1640
You have now finished with all needed Prerequisites for Cyclades (and
1641
Plankton). Let's move on to the actual Cyclades installation.
1642

    
1643

    
1644
Installation of Cyclades (and Plankton) on node1
1645
================================================
1646

    
1647
This section describes the installation of Cyclades. Cyclades is Synnefo's
1648
Compute service. Plankton (the Image Registry service) will get installed
1649
automatically along with Cyclades, because it is contained in the same Synnefo
1650
component right now.
1651

    
1652
We will install Cyclades (and Plankton) on node1. To do so, we install the
1653
corresponding package by running on node1:
1654

    
1655
.. code-block:: console
1656

    
1657
   # apt-get install snf-cyclades-app
1658

    
1659
.. warning:: Make sure you have installed ``python-gevent`` version >= 0.13.6.
1660
    This version is available at squeeze-backports and can be installed by
1661
    running: ``apt-get install -t squeeze-backports python-gevent``
1662

    
1663
If all packages install successfully, then Cyclades and Plankton are installed
1664
and we proceed with their configuration.
1665

    
1666

    
1667
Configuration of Cyclades (and Plankton)
1668
========================================
1669

    
1670
Conf files
1671
----------
1672

    
1673
After installing Cyclades, a number of new configuration files will appear under
1674
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will descibe here
1675
only the minimal needed changes to result with a working system. In general, sane
1676
defaults have been chosen for the most of the options, to cover most of the
1677
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1678
once you get familiar with the different options.
1679

    
1680
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1681

    
1682
.. code-block:: console
1683

    
1684
   ASTAKOS_URL = 'https://node1.example.com/im/authenticate'
1685

    
1686
The ``ASTAKOS_URL`` denotes the authentication endpoint for Cyclades and is set
1687
to point to Astakos (this should have the same value with Pithos+'s
1688
``PITHOS_AUTHENTICATION_URL``, setup :ref:`previously <conf-pithos>`).
1689

    
1690
TODO: Document the Network Options here
1691

    
1692
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1693

    
1694
.. code-block:: console
1695

    
1696
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1697
   CLOUDBAR_ACTIVE_SERVICE = '2'
1698
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
1699
   CLOUDBAR_MENU_URL = 'https://account.node1.example.com/im/get_menu'
1700

    
1701
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1702
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1703
used by the Cyclades Web UI to get from Astakos all the information needed to
1704
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1705
above should have the same values we put in the corresponding variables in
1706
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1707
:ref:`Pithos configuration <conf-pithos>` section.
1708

    
1709
The ``CLOUDBAR_ACTIVE_SERVICE`` points to an already registered Astakos
1710
service. You can see all :ref:`registered services <services-reg>` by running
1711
on the Astakos node (node1):
1712

    
1713
.. code-block:: console
1714

    
1715
   # snf-manage service-list
1716

    
1717
The value of ``CLOUDBAR_ACTIVE_SERVICE`` should be the cyclades service's
1718
``id`` as shown by the above command, in our case ``2``.
1719

    
1720
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1721

    
1722
.. code-block:: console
1723

    
1724
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1725
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1726

    
1727
In this file we configure the Plankton Service. ``BACKEND_DB_CONNECTION``
1728
denotes the Pithos+ database (where the Image files are stored). So we set that
1729
to point to our Pithos+ database. ``BACKEND_BLOCK_PATH`` denotes the actual
1730
Pithos+ data location.
1731

    
1732
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1733

    
1734
.. code-block:: console
1735

    
1736
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1737

    
1738
The above settings denote the Message Queue. Those settings should have the same
1739
values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and
1740
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1741

    
1742
Edit ``/etc/synnefo/20-snf-cyclades-app-ui.conf``:
1743

    
1744
.. code-block:: console
1745

    
1746
   UI_LOGIN_URL = "https://node1.example.com/im/login"
1747
   UI_LOGOUT_URL = "https://node1.example.com/im/logout"
1748

    
1749
The ``UI_LOGIN_URL`` option tells the Cyclades Web UI where to redirect users,
1750
if they are not logged in. We point that to Astakos.
1751

    
1752
The ``UI_LOGOUT_URL`` option tells the Cyclades Web UI where to redirect the
1753
user when he/she logs out. We point that to Astakos, too.
1754

    
1755
Edit ``/etc/default/vncauthproxy``:
1756

    
1757
.. code-block:: console
1758

    
1759
   CHUID="www-data:nogroup"
1760

    
1761
We have now finished with the basic Cyclades and Plankton configuration.
1762

    
1763
Database Initialization
1764
-----------------------
1765

    
1766
Once Cyclades is configured, we sync the database:
1767

    
1768
.. code-block:: console
1769

    
1770
   $ snf-manage syncdb
1771
   $ snf-manage migrate
1772

    
1773
and load the initial server flavors:
1774

    
1775
.. code-block:: console
1776

    
1777
   $ snf-manage loaddata flavors
1778

    
1779
If everything returns successfully, our database is ready.
1780

    
1781
Add the Ganeti backend
1782
----------------------
1783

    
1784
In our installation we assume that we only have one Ganeti cluster, the one we
1785
setup earlier.  At this point you have to add this backend (Ganeti cluster) to
1786
cyclades assuming that you have setup the :ref:`Rapi User <rapi-user>`
1787
correctly.
1788

    
1789
.. code-block:: console
1790

    
1791
   $ snf-manage backend-add --clustername=ganeti.node1.example.com --user=cyclades --pass=example_rapi_passw0rd
1792

    
1793
You can see everything has been setup correctly by running:
1794

    
1795
.. code-block:: console
1796

    
1797
   $ snf-manage backend-list
1798

    
1799
If something is not set correctly, you can modify the backend with the
1800
``snf-manage backend-modify`` command. If something has gone wrong, you could
1801
modify the backend to reflect the Ganeti installation by running:
1802

    
1803
.. code-block:: console
1804

    
1805
   $ snf-manage backend-modify --clustername "ganeti.node1.example.com"
1806
                               --user=cyclades
1807
                               --pass=example_rapi_passw0rd
1808
                               1
1809

    
1810
``clustername`` denotes the Ganeti-cluster's name. We provide the corresponding
1811
domain that resolves to the master IP, than the IP itself, to ensure Cyclades
1812
can talk to Ganeti even after a Ganeti master-failover.
1813

    
1814
``user`` and ``pass`` denote the RAPI user's username and the RAPI user's
1815
password.  Once we setup the first backend to point at our Ganeti cluster, we
1816
update the Cyclades backends status by running:
1817

    
1818
.. code-block:: console
1819

    
1820
   $ snf-manage backend-update-status
1821

    
1822
Cyclades can manage multiple Ganeti backends, but for the purpose of this
1823
guide,we won't get into more detail regarding mulitple backends. If you want to
1824
learn more please see /*TODO*/.
1825

    
1826
Add a Public Network
1827
----------------------
1828

    
1829
Cyclades supports different Public Networks on different Ganeti backends.
1830
After connecting Cyclades with our Ganeti cluster, we need to setup a Public
1831
Network for this Ganeti backend (`id = 1`). The basic setup is to bridge every
1832
created NIC on a bridge. After having a bridge (e.g. br0) created in every
1833
backend node edit Synnefo setting CUSTOM_BRIDGED_BRIDGE to 'br0':
1834

    
1835
.. code-block:: console
1836

    
1837
   $ snf-manage network-create --subnet=5.6.7.0/27 \
1838
                               --gateway=5.6.7.1 \
1839
                               --subnet6=2001:648:2FFC:1322::/64 \
1840
                               --gateway6=2001:648:2FFC:1322::1 \
1841
                               --public --dhcp --type=CUSTOM_BRIDGED \
1842
                               --name=public_network \
1843
                               --backend-id=1
1844

    
1845
This will create the Public Network on both Cyclades and the Ganeti backend. To
1846
make sure everything was setup correctly, also run:
1847

    
1848
.. code-block:: console
1849

    
1850
   $ snf-manage reconcile-networks
1851

    
1852
You can see all available networks by running:
1853

    
1854
.. code-block:: console
1855

    
1856
   $ snf-manage network-list
1857

    
1858
and inspect each network's state by running:
1859

    
1860
.. code-block:: console
1861

    
1862
   $ snf-manage network-inspect <net_id>
1863

    
1864
Finally, you can see the networks from the Ganeti perspective by running on the
1865
Ganeti MASTER:
1866

    
1867
.. code-block:: console
1868

    
1869
   $ gnt-network list
1870
   $ gnt-network info <network_name>
1871

    
1872

    
1873
Create pools for Private Networks
1874
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1875

    
1876
To prevent duplicate assignment of resources to different private networks,
1877
Cyclades supports two types of pools:
1878

    
1879
 - MAC prefix Pool
1880
 - Bridge Pool
1881

    
1882
As long as those resourses have been provisioned, admin has to define two
1883
these pools in Synnefo:
1884

    
1885

    
1886
.. code-block:: console
1887

    
1888
   root@testvm1:~ # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
1889

    
1890
   root@testvm1:~ # snf-manage pool-create --type=bridge --base=prv --size=20
1891

    
1892
Also, change the Synnefo setting in :file:`20-snf-cyclades-app-api.conf`:
1893

    
1894
.. code-block:: console
1895

    
1896
   PRIVATE_MAC_FILTERED_BRIDGE = 'prv0'
1897

    
1898
Servers restart
1899
---------------
1900

    
1901
Restart gunicorn on node1:
1902

    
1903
.. code-block:: console
1904

    
1905
   # /etc/init.d/gunicorn restart
1906

    
1907
Now let's do the final connections of Cyclades with Ganeti.
1908

    
1909
``snf-dispatcher`` initialization
1910
---------------------------------
1911

    
1912
``snf-dispatcher`` dispatches all messages published to the Message Queue and
1913
manages the Cyclades database accordingly. It also initializes all exchanges. By
1914
default it is not enabled during installation of Cyclades, so let's enable it in
1915
its configuration file ``/etc/default/snf-dispatcher``:
1916

    
1917
.. code-block:: console
1918

    
1919
   SNF_DSPTCH_ENABLE=true
1920

    
1921
and start the daemon:
1922

    
1923
.. code-block:: console
1924

    
1925
   # /etc/init.d/snf-dispatcher start
1926

    
1927
You can see that everything works correctly by tailing its log file
1928
``/var/log/synnefo/dispatcher.log``.
1929

    
1930
``snf-ganeti-eventd`` on GANETI MASTER
1931
--------------------------------------
1932

    
1933
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
1934
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
1935
The daemon is already installed on the GANETI MASTER (node1 in our case).
1936
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
1937
installation, so we enable it in its configuration file
1938
``/etc/default/snf-ganeti-eventd``:
1939

    
1940
.. code-block:: console
1941

    
1942
   SNF_EVENTD_ENABLE=true
1943

    
1944
and start the daemon:
1945

    
1946
.. code-block:: console
1947

    
1948
   # /etc/init.d/snf-ganeti-eventd start
1949

    
1950
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
1951

    
1952
If all the above return successfully, then you have finished with the Cyclades
1953
and Plankton installation and setup. Let's test our installation now.
1954

    
1955

    
1956
Testing of Cyclades (and Plankton)
1957
==================================
1958

    
1959
Cyclades Web UI
1960
---------------
1961

    
1962
First of all we need to test that our Cyclades Web UI works correctly. Open your
1963
browser and go to the Astakos home page. Login and then click 'cyclades' on the
1964
top cloud bar. This should redirect you to:
1965

    
1966
 `http://node1.example.com/ui/`
1967

    
1968
and the Cyclades home page should appear. If not, please go back and find what
1969
went wrong. Do not proceed if you don't see the Cyclades home page.
1970

    
1971
If the Cyclades home page appears, click on the orange button 'New machine'. The
1972
first step of the 'New machine wizard' will appear. This step shows all the
1973
available Images from which you can spawn new VMs. The list should be currently
1974
empty, as we haven't registered any Images yet. Close the wizard and browse the
1975
interface (not many things to see yet). If everything seems to work, let's
1976
register our first Image file.
1977

    
1978
Cyclades Images
1979
---------------
1980

    
1981
To test our Cyclades (and Plankton) installation, we will use an Image stored on
1982
Pithos+ to spawn a new VM from the Cyclades interface. We will describe all
1983
steps, even though you may already have uploaded an Image on Pithos+ from a
1984
:ref:`previous <snf-image-images>` section:
1985

    
1986
 * Upload an Image file to Pithos+
1987
 * Register that Image file to Plankton
1988
 * Spawn a new VM from that Image from the Cyclades Web UI
1989

    
1990
We will use the `kamaki <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_
1991
command line client to do the uploading and registering of the Image.
1992

    
1993
Installation of `kamaki`
1994
~~~~~~~~~~~~~~~~~~~~~~~~
1995

    
1996
You can install `kamaki` anywhere you like, since it is a standalone client of
1997
the APIs and talks to the installation over `http`. For the purpose of this
1998
guide we will assume that we have downloaded the `Debian Squeeze Base Image
1999
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ and stored it under node1's
2000
``/srv/images`` directory. For that reason we will install `kamaki` on node1,
2001
too. We do this by running:
2002

    
2003
.. code-block:: console
2004

    
2005
   # apt-get install kamaki
2006

    
2007
Configuration of kamaki
2008
~~~~~~~~~~~~~~~~~~~~~~~
2009

    
2010
Now we need to setup kamaki, by adding the appropriate URLs and tokens of our
2011
installation. We do this by running:
2012

    
2013
.. code-block:: console
2014

    
2015
   $ kamaki config set astakos.url "https://node1.example.com"
2016
   $ kamaki config set compute.url "https://node1.example.com/api/v1.1"
2017
   $ kamaki config set image.url "https://node1.example.com/plankton"
2018
   $ kamaki config set store.url "https://node2.example.com/v1"
2019
   $ kamaki config set global.account "user@example.com"
2020
   $ kamaki config set global.token "bdY_example_user_tokenYUff=="
2021

    
2022
The token at the last kamaki command is our user's (``user@example.com``) token,
2023
as it appears on the user's `Profile` web page on the Astakos Web UI.
2024

    
2025
You can see that the new configuration options have been applied correctly, by
2026
running:
2027

    
2028
.. code-block:: console
2029

    
2030
   $ kamaki config list
2031

    
2032
Upload an Image file to Pithos+
2033
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2034

    
2035
Now, that we have set up `kamaki` we will upload the Image that we have
2036
downloaded and stored under ``/srv/images/``. Although we can upload the Image
2037
under the root ``Pithos`` container (as you may have done when uploading the
2038
Image from the Pithos+ Web UI), we will create a new container called ``images``
2039
and store the Image under that container. We do this for two reasons:
2040

    
2041
a) To demonstrate how to create containers other than the default ``Pithos``.
2042
   This can be done only with the `kamaki` client and not through the Web UI.
2043

    
2044
b) As a best organization practise, so that you won't have your Image files
2045
   tangled along with all your other Pithos+ files and directory structures.
2046

    
2047
We create the new ``images`` container by running:
2048

    
2049
.. code-block:: console
2050

    
2051
   $ kamaki store create images
2052

    
2053
Then, we upload the Image file to that container:
2054

    
2055
.. code-block:: console
2056

    
2057
   $ kamaki store upload --container images \
2058
                         /srv/images/debian_base-6.0-7-x86_64.diskdump \
2059
                         debian_base-6.0-7-x86_64.diskdump
2060

    
2061
The first is the local path and the second is the remote path on Pithos+. If
2062
the new container and the file appears on the Pithos+ Web UI, then you have
2063
successfully created the container and uploaded the Image file.
2064

    
2065
Register an existing Image file to Plankton
2066
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2067

    
2068
Once the Image file has been successfully uploaded on Pithos+, then we register
2069
it to Plankton (so that it becomes visible to Cyclades), by running:
2070

    
2071
.. code-block:: console
2072

    
2073
   $ kamaki image register "Debian Base" \
2074
                           pithos://user@example.com/images/debian_base-6.0-7-x86_64.diskdump \
2075
                           --public \
2076
                           --disk-format=diskdump \
2077
                           --property OSFAMILY=linux --property ROOT_PARTITION=1 \
2078
                           --property description="Debian Squeeze Base System" \
2079
                           --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \
2080
                           --property sortorder=1 --property USERS=root --property OS=debian
2081

    
2082
This command registers the Pithos+ file
2083
``pithos://user@example.com/images/debian_base-6.0-7-x86_64.diskdump`` as an
2084
Image in Plankton. This Image will be public (``--public``), so all users will
2085
be able to spawn VMs from it and is of type ``diskdump``. The first two
2086
properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest
2087
properties are optional, but recommended, so that the Images appear nicely on
2088
the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The
2089
``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable
2090
inside the ``20-snf-cyclades-app-ui.conf`` configuration file.
2091

    
2092
``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed
2093
from Plankton to Cyclades and then to Ganeti and `snf-image` (also see
2094
:ref:`previous section <ganeti-with-pithos-images>`). All other properties are
2095
used to show information on the Cyclades UI.
2096

    
2097
Spawn a VM from the Cyclades Web UI
2098
-----------------------------------
2099

    
2100
If the registration completes successfully, then go to the Cyclades Web UI from
2101
your browser at:
2102

    
2103
 `https://node1.example.com/ui/`
2104

    
2105
Click on the 'New Machine' button and the first step of the wizard will appear.
2106
Click on 'My Images' (right after 'System' Images) on the left pane of the
2107
wizard. Your previously registered Image "Debian Base" should appear under
2108
'Available Images'. If not, something has gone wrong with the registration. Make
2109
sure you can see your Image file on the Pithos+ Web UI and ``kamaki image
2110
register`` returns successfully with all options and properties as shown above.
2111

    
2112
If the Image appears on the list, select it and complete the wizard by selecting
2113
a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you
2114
write down your password, because you *WON'T* be able to retrieve it later.
2115

    
2116
If everything was setup correctly, after a few minutes your new machine will go
2117
to state 'Running' and you will be able to use it. Click 'Console' to connect
2118
through VNC out of band, or click on the machine's icon to connect directly via
2119
SSH or RDP (for windows machines).
2120

    
2121
Congratulations. You have successfully installed the whole Synnefo stack and
2122
connected all components. Go ahead in the next section to test the Network
2123
functionality from inside Cyclades and discover even more features.
2124

    
2125

    
2126
General Testing
2127
===============
2128

    
2129

    
2130
Notes
2131
=====