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.. _admin-guide:
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Synnefo Administrator's Guide
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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This is the complete Synnefo Administrator's Guide.
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.. _syn+archip:
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General Synnefo Architecture
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============================
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The following figure shows a detailed view of the whole Synnefo architecture
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and how it interacts with multiple Ganeti clusters. We hope that after reading
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the Administrator's Guide you will be able to understand every component and
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all the interactions between them.
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.. image:: images/synnefo-arch2.png
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   :width: 100%
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   :target: _images/synnefo-arch2.png
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Synnefo also supports RADOS as an alternative storage backend for
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Files/Images/VM disks. You will find the :ref:`corresponding figure
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<syn+archip+rados>` later in this guide.
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Identity Service (Astakos)
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==========================
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Authentication methods
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----------------------
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Astakos supports multiple authentication methods:
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 * local username/password
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 * LDAP / Active Directory
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 * SAML 2.0 (Shibboleth) federated logins
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 * Google
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 * Twitter
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 * LinkedIn
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.. _shibboleth-auth:
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Shibboleth Authentication
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~~~~~~~~~~~~~~~~~~~~~~~~~
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Astakos can delegate user authentication to a Shibboleth federation.
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To setup shibboleth, install package::
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  apt-get install libapache2-mod-shib2
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Change appropriately the configuration files in ``/etc/shibboleth``.
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Add in ``/etc/apache2/sites-available/synnefo-ssl``::
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  ShibConfig /etc/shibboleth/shibboleth2.xml
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  Alias      /shibboleth-sp /usr/share/shibboleth
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  <Location /ui/login/shibboleth>
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    AuthType shibboleth
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    ShibRequireSession On
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    ShibUseHeaders On
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    require valid-user
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  </Location>
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and before the line containing::
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  ProxyPass        / http://localhost:8080/ retry=0
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add::
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  ProxyPass /Shibboleth.sso !
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Then, enable the shibboleth module::
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  a2enmod shib2
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After passing through the apache module, the following tokens should be
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available at the destination::
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  eppn # eduPersonPrincipalName
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  Shib-InetOrgPerson-givenName
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  Shib-Person-surname
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  Shib-Person-commonName
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  Shib-InetOrgPerson-displayName
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  Shib-EP-Affiliation
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  Shib-Session-ID
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Finally, add 'shibboleth' in ``ASTAKOS_IM_MODULES`` list. The variable resides
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inside the file ``/etc/synnefo/20-snf-astakos-app-settings.conf``
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Twitter Authentication
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~~~~~~~~~~~~~~~~~~~~~~
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To enable twitter authentication while signed in under a Twitter account,
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visit dev.twitter.com/apps.
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Click Create an application.
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Fill the necessary information and for callback URL give::
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    https://node1.example.com/ui/login/twitter/authenticated
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Finally, add 'twitter' in ``ASTAKOS_IM_MODULES`` list. The variable resides
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inside the file ``/etc/synnefo/20-snf-astakos-app-settings.conf``
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Google Authentication
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~~~~~~~~~~~~~~~~~~~~~
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To enable google authentication while signed in under a Google account,
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visit https://code.google.com/apis/console/.
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Under API Access select Create another client ID, select Web application,
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expand more options in Your site or hostname section and in Authorized
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Redirect URIs add:
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Fill the necessary information and for callback URL give::
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    https://node1.example.com/ui/login/google/authenticated
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Finally, add 'google' in ``ASTAKOS_IM_MODULES`` list. The variable resides
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inside the file ``/etc/synnefo/20-snf-astakos-app-settings.conf``
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Working with Astakos
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--------------------
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User registration
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~~~~~~~~~~~~~~~~~
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When a new user signs up, he/she is not directly marked as active. You can see 
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his/her state by running (on the machine that runs the Astakos app):
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.. code-block:: console
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   $ snf-manage user-list
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More detailed user status is provided in the `status` field of the `user-show` 
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command:
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.. code-block:: console
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  $ snf-manage user-show <user-id>
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  id                  : 6
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  uuid                : 78661411-5eed-412f-a9ea-2de24f542c2e
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  status              : Accepted/Active (accepted policy: manual)
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  email               : user@synnefo.org
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  ....
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Based on the `astakos-app` configuration, there are several ways for a user to
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get verified and activated in order to be able to login. We discuss the user
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verification and activation flow in the following section.
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User activation flow
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````````````````````
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A user can register for an account using the astakos signup form. Once the form
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is submited successfully a user entry is created in astakos database. That entry
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is passed through the astakos activation backend which handles whether the user
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should be automatically verified and activated.
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Email verification
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``````````````````
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The verification process takes place in order to ensure that the user owns the
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email provided during the signup process. By default, after each successful
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signup astakos notifies user with an verification url via email. 
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At this stage:
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    * subsequent registrations invalidate and delete the previous registrations 
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      of the same email address.
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    * in case user misses the initial notification, additional emails can be
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      send either via the url which is prompted to the user if he tries to
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      login, or by the administrator using the ``snf-manage user-activation-send
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      <userid>`` command.
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    * administrator may also enforce a user to get verified using the
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      ``snf-manage user-modify --verify <userid>`` command.
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Account activation
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``````````````````
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Once the user gets verified, it is time for Astakos to decide whether or not to
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proceed through user activation process. If ``ASTAKOS_MODERATION_ENABLED``
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setting is set to ``False`` (default value) user gets activated automatically. 
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In case the moderation is enabled Astakos may still automatically activate the
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user in the following cases:
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    * User email matches any of the regular expressions defined in
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      ``ASTAKOS_RE_USER_EMAIL_PATTERNS`` (defaults to ``[]``)
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    * User used a signup method (e.g. ``shibboleth``) for which automatic
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      activation is enabled (see 
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      :ref:`authentication methods policies <auth_methods_policies>`).
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If all of the above fail to trigger automatic activation, an email is sent to
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the persons listed in ``HELPDESK``, ``MANAGERS`` and ``ADMINS`` settings,
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notifing that there is a new user pending for moderation and that it's up to
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the administrator to decide if the user should be activated. The UI also shows
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a corresponding 'pending moderation' message to the user. The administrator can
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activate a user using the ``snf-manage user-modify`` command:
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.. code-block:: console
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    # command to activate a pending user
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    $ snf-manage user-modify --accept <userid>
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    # command to reject a pending user
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    $ snf-manage user-modify --reject --reject-reason="spammer" <userid>
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Once the activation process finishes, a greeting message is sent to the user
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email address and a notification for the activation to the persons listed in
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``HELPDESK``, ``MANAGERS`` and ``ADMINS`` settings. Once activated the user is
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able to login and access the Synnefo services.
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Additional authentication methods
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`````````````````````````````````
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Astakos supports third party logins from external identity providers. This
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can be usefull since it allows users to use their existing credentials to 
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login to astakos service.
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Currently astakos supports the following identity providers:
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    * `Shibboleth <http://www.internet2.edu/shibboleth>`_ (module name
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      ``shibboleth``)
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    * `Google <https://developers.google.com/accounts/docs/OAuth2>`_ (module
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      name ``google``)
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    * `Twitter <https://dev.twitter.com/docs/auth>`_ (module name ``twitter``)
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    * `LinkedIn <http://developer.linkedin.com/documents/authentication>`_
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      (module name ``linkedin``)
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To enable any of the above modules (by default only ``local`` accounts are
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allowed), retrieve and set the required provider settings and append the 
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module name in ``ASTAKOS_IM_MODULES``.
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.. code-block:: python
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    # settings from https://code.google.com/apis/console/
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    ASTAKOS_GOOGLE_CLIENT_ID = '1111111111-epi60tvimgha63qqnjo40cljkojcann3.apps.googleusercontent.com'
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    ASTAKOS_GOOGLE_SECRET = 'tNDQqTDKlTf7_LaeUcWTWwZM'
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    # let users signup and login using their google account
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    ASTAKOS_IM_MODULES = ['local', 'google']
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.. _auth_methods_policies:
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Authentication method policies
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``````````````````````````````
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Astakos allows you to override the default policies for each enabled provider 
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separately by adding the approriate settings in your ``.conf`` files in the 
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following format:
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**ASTAKOS_AUTH_PROVIDER_<module>_<policy>_POLICY**
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Available policies are:
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    * **CREATE** Users can signup using that provider (default: ``True``) 
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    * **REMOVE/ADD** Users can remove/add login method from their profile 
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      (default: ``True``)
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    * **AUTOMODERATE** Automatically activate users that signup using that
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      provider (default: ``False``)
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    * **LOGIN** Whether or not users can use the provider to login (default:
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      ``True``).
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e.g. to enable automatic activation for your academic users, while keeping 
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locally signed up users under moderation you can apply the following settings.
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.. code-block:: python
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    ASTAKOS_AUTH_PROVIDER_SHIBBOLETH_AUTOMODERATE_POLICY = True
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    ASTAKOS_AUTH_PROVIDER_SHIBBOLETH_REMOVE_POLICY = False
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User login
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~~~~~~~~~~
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During the logging procedure, the user is authenticated by the respective
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identity provider.
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If ``ASTAKOS_RECAPTCHA_ENABLED`` is set and the user fails several times
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(``ASTAKOS_RATELIMIT_RETRIES_ALLOWED`` setting) to provide the correct
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credentials for a local account, he/she is then prompted to solve a captcha
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challenge.
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Upon success, the system renews the token (if it has expired), logins the user
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and sets the cookie, before redirecting the user to the ``next`` parameter
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value.
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Setting quota limits
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~~~~~~~~~~~~~~~~~~~~
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Set default quota
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`````````````````
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To inspect current default base quota limits, run::
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   # snf-manage resource-list
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You can modify the default base quota limit for all future users with::
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   # snf-manage resource-modify <resource_name> --default-quota <value>
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Set base quota for individual users
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```````````````````````````````````
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For individual users that need different quota than the default
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you can set it for each resource like this::
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    # use this to display quota / uuid
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    # snf-manage user-show 'uuid or email' --quota
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    # snf-manage user-modify <user-uuid> --base-quota 'cyclades.vm' 10
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You can set base quota for all existing users, with possible exceptions, using::
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    # snf-manage user-modify --all --base-quota cyclades.vm 10 --exclude uuid1,uuid2
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All quota for which values different from the default have been set,
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can be listed with::
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    # snf-manage quota-list --with-custom=True
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Enable the Projects feature
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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If you want to enable the projects feature so that users may apply
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on their own for resources by creating and joining projects,
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in ``20-snf-astakos-app-settings.conf`` set::
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    # this will make the 'projects' page visible in the dashboard
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    ASTAKOS_PROJECTS_VISIBLE = True
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You can change the maximum allowed number of pending project applications
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per user with::
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    # snf-manage resource-modify astakos.pending_app --default-quota <number>
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You can also set a user-specific limit with::
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    # snf-manage user-modify <user-uuid> --base-quota 'astakos.pending_app' 5
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When users apply for projects they are not automatically granted
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the resources. They must first be approved by the administrator.
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To list pending project applications in astakos::
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    # snf-manage project-list --pending
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Note the last column, the application id. To approve it::
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    # <app id> from the last column of project-list
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    # snf-manage project-control --approve <app id>
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To deny an application::
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    # snf-manage project-control --deny <app id>
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Users designated as *project admins* can approve, deny, or modify
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an application through the web interface. In
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``20-snf-astakos-app-settings.conf`` set::
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    # UUIDs of users that can approve or deny project applications from the web.
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    ASTAKOS_PROJECT_ADMINS = [<uuid>, ...]
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Astakos advanced operations
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---------------------------
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Adding "Terms of Use"
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~~~~~~~~~~~~~~~~~~~~~
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Astakos supports versioned terms-of-use. First of all you need to create an
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html file that will contain your terms. For example, create the file
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``/usr/share/synnefo/sample-terms.html``, which contains the following:
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.. code-block:: console
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   <h1>My cloud service terms</h1>
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   These are the example terms for my cloud service
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Then, add those terms-of-use with the snf-manage command:
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.. code-block:: console
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   $ snf-manage term-add /usr/share/synnefo/sample-terms.html
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Your terms have been successfully added and you will see the corresponding link
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appearing in the Astakos web pages' footer.
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During the account registration, if there are approval terms, the user is
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presented with an "I agree with the Terms" checkbox that needs to get checked
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in order to proceed.
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In case there are new approval terms that the user has not signed yet, the
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``signed_terms_required`` view decorator redirects to the ``approval_terms``
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view, so the user will be presented with the new terms the next time he/she
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logins.
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Enabling reCAPTCHA
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~~~~~~~~~~~~~~~~~~
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Astakos supports the `reCAPTCHA <http://www.google.com/recaptcha>`_ feature.
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If enabled, it protects the Astakos forms from bots. To enable the feature, go
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to https://www.google.com/recaptcha/admin/create and create your own reCAPTCHA
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key pair. Then edit ``/etc/synnefo/20-snf-astakos-app-settings.conf`` and set
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the corresponding variables to reflect your newly created key pair. Finally, set
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the ``ASTAKOS_RECAPTCHA_ENABLED`` variable to ``True``:
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.. code-block:: console
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   ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
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   ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
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   ASTAKOS_RECAPTCHA_ENABLED = True
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Restart the service on the Astakos node(s) and you are ready:
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.. code-block:: console
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   # /etc/init.d/gunicorn restart
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Checkout your new Sign up page. If you see the reCAPTCHA box, you have setup
433
everything correctly.
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Astakos internals
437
-----------------
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X-Auth-Token
440
~~~~~~~~~~~~
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442
Alice requests a specific resource from a cloud service e.g.: Pithos. In the
443
request she supplies the `X-Auth-Token` to identify whether she is eligible to
444
perform the specific task. The service contacts Astakos through its
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``/account/v1.0/authenticate`` api call (see :ref:`authenticate-api-label`)
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providing the specific ``X-Auth-Token``. Astakos checkes whether the token
447
belongs to an active user and it has not expired and returns a dictionary
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containing user related information. Finally the service uses the ``uniq``
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field included in the dictionary as the account string to identify the user
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accessible resources.
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.. _authentication-label:
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Django Auth methods and Backends
455
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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457
Astakos incorporates Django user authentication system and extends its User model.
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459
Since username field of django User model has a limitation of 30 characters,
460
AstakosUser is **uniquely** identified by the ``email`` instead. Therefore,
461
``astakos.im.authentication_backends.EmailBackend`` is served to authenticate a
462
user using email if the first argument is actually an email, otherwise tries
463
the username.
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A new AstakosUser instance is assigned with a uui as username and also with a
466
``auth_token`` used by the cloud services to authenticate the user.
467
``astakos.im.authentication_backends.TokenBackend`` is also specified in order
468
to authenticate the user using the email and the token fields.
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470
Logged on users can perform a number of actions:
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472
 * access and edit their profile via: ``/im/profile``.
473
 * change their password via: ``/im/password``
474
 * send feedback for grnet services via: ``/im/send_feedback``
475
 * logout (and delete cookie) via: ``/im/logout``
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477
Internal Astakos requests are handled using cookie-based Django user sessions.
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479
External systems should forward to the ``/login`` URI. The server,
480
depending on its configuration will redirect to the appropriate login page.
481
When done with logging in, the service's login URI should redirect to the URI
482
provided with next, adding user and token parameters, which contain the email
483
and token fields respectively.
484

    
485
The login URI accepts the following parameters:
486

    
487
======================  =========================
488
Request Parameter Name  Value
489
======================  =========================
490
next                    The URI to redirect to when the process is finished
491
renew                   Force token renewal (no value parameter)
492
force                   Force logout current user (no value parameter)
493
======================  =========================
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495
External systems inside the ``ASTAKOS_COOKIE_DOMAIN`` scope can acquire the
496
user information by the cookie identified by ``ASTAKOS_COOKIE_NAME`` setting
497
(set during the login procedure).
498

    
499
Finally, backend systems having acquired a token can use the
500
:ref:`authenticate-api-label` API call from a private network or through HTTPS.
501

    
502

    
503
Compute/Network/Image Service (Cyclades)
504
========================================
505

    
506
Introduction
507
------------
508

    
509
Cyclades is the Synnefo component that implements Compute, Network and Image
510
services and exposes the associated OpenStack REST APIs. By running Cyclades
511
you can provide a cloud that can handle thousands of virtual servers and
512
networks.
513

    
514
Cyclades does not include any virtualization software and knows nothing about
515
the low-level VM management operations, e.g. handling of VM creation or
516
migrations among physical nodes. Instead, Cyclades is the component that
517
handles multiple Ganeti backends and exposes the REST APIs. The administrator
518
can expand the infrastructure dynamically either by adding more Ganeti nodes
519
or by adding new Ganeti clusters. Cyclades issue VM control commands to Ganeti
520
via Ganeti's remote API and receive asynchronous notifications from Ganeti
521
backends whenever the state of a VM changes, due to Synnefo- or
522
administrator-initiated commands.
523

    
524
Cyclades is the action orchestrator and the API layer on top of multiple Ganeti
525
clusters. By this decoupled design, Ganeti cluster are self-contained and
526
the administrator has complete control on them without Cyclades knowing about
527
it. For example a VM migration to a different physical node is transparent
528
to Cyclades.
529

    
530
Working with Cyclades
531
---------------------
532

    
533
Flavors
534
~~~~~~~
535

    
536
When creating a VM, the user must specify the `flavor` of the virtual server.
537
Flavors are the virtual hardware templates, and provide a description about
538
the number of CPUs, the amount of RAM, and the size of the disk of the VM.
539
Besides the size of the disk, Cyclades flavors describe the storage backend
540
that will be used for the virtual server.
541

    
542
Flavors are created by the administrator and the user can select one of the
543
available flavors. After VM creation, the user can resize his VM, by
544
adding/removing CPU and RAM.
545

    
546
Cyclades support different storage backends that are described by the disk
547
template of the flavor, which is mapped to Ganeti's instance `disk template`.
548
Currently the available disk templates are the following:
549

    
550
* `file`: regulars file
551
* `sharedfile`: regular files on a shared directory, e.g. NFS
552
* `plain`: logical volumes
553
* `drbd`: drbd on top of lvm volumes
554
* `rbd`: rbd volumes residing inside a RADOS cluster
555
* `ext`: disks provided by an external shared storage.
556

    
557
  - `ext_archipelago`: External shared storage provided by
558
    `Archipelago <http://www.synnefo.org/docs/archipelago/latest/index.html>`_.
559

    
560
Flavors are created by the administrator using `snf-manage flavor-create`
561
command. The command takes as argument number of CPUs, amount of RAM, the size
562
of the disks and the disk templates and create the flavors that belong to the
563
cartesian product of the specified arguments. For example, the following
564
command will create two flavors of `40G` disk size with `drbd` disk template,
565
`4G` RAM and `2` or `4` CPUs.
566

    
567
.. code-block:: console
568

    
569
  snf-manage flavor-create 2,4 4096 40 drbd
570

    
571
To see the available flavors, run `snf-manage flavor-list` command. Finally,
572
the administrator can delete a flavor by using `flavor-modify` command:
573

    
574
.. code-block:: console
575

    
576
  snf-manage flavor-modify --deleted=True <flavor_id>
577

    
578
Images
579
~~~~~~
580

    
581
When creating a VM the user must also specify the `image` of the virtual
582
server. Images are the static templates from which VM instances are
583
initiated. Cyclades uses Pithos to store system and user-provided images,
584
taking advantage of all Pithos features, like deduplication and syncing
585
protocol. An image is a file stored to Pithos with additional metadata that
586
are describing the image, e.g. the OS family or the root partition. To create
587
a new image, the administrator or the user has to upload it a file to Pithos,
588
and then register it as an Image with Cyclades. Then the user can use this
589
image to spawn new VMs from it.
590

    
591
Images can be private, public or shared between users, exactly like Pithos
592
files. Since user-provided public images can be untrusted, the administrator
593
can denote which users are trusted by adding them to the
594
`UI_SYSTEM_IMAGES_OWNERS` setting in the
595
`/etc/synnefo/20-snf-cyclades-app-ui.conf` file. Images of those users are
596
properly displayed in the UI.
597

    
598
When creating a new VM, Cyclades pass the location of the image and it's
599
metadata to Ganeti. After Ganeti creates the instance's disk, `snf-image`
600
will copy the image to the new disk and perform the image customization
601
phase. During the phase, `snf-image` sends notifications to Cyclades about
602
the progress of the image deployment and customization. Customization includes
603
resizing the root file system, file injection (e.g. SSH keys) and setting
604
a custom hostname. For better understanding of `snf-image` read the
605
corresponding `documentation
606
<http://www.synnefo.org/docs/snf-image/latest/index.html>`_.
607

    
608
For passing sensitive data about the image to Ganeti, like the VMs password,
609
Cyclades keeps all sensitive data in memory caches (memcache) and never allows
610
them to hit the disk. The data are exposed to `snf-image` via an one-time URL
611
that is exposed from the `vmapi` application. So, instead of passing sensitive
612
data to `snf-image` via Ganeti, Cyclades pass an one-time configuration URL
613
that contains a random UUID. After `snf-image` gets the sensitive data, the
614
URL is invalidated so no one else can access them.
615

    
616
The administrator can register images, exactly like users, using a system user
617
(a user that is defined in the `UI_SYSTEM_IMAGES_OWNERS` setting). For
618
example, the following command will register the
619
`pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump` as an
620
image to Cyclades:
621

    
622
.. code-block:: console
623

    
624
 kamaki image register "Debian Base" \
625
        pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump \
626
        --public \
627
        --disk-format=diskdump \
628
        --property OSFAMILY=linux --property ROOT_PARTITION=1 \
629
        --property description="Debian Squeeze Base System" \
630
        --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \
631
        --property sortorder=1 --property USERS=root --property OS=debian
632

    
633
Deletion of an image is done via `kamaki image unregister` command, which will
634
delete the Cyclades Images but will leave the Pithos file as is (unregister).
635

    
636
Apart from using `kamaki` to see and hangle the available images, the
637
administrator can use `snf-manage image-list` and `snf-manage image-show`
638
commands to list and inspect the available public images. Also, the `--user-id`
639
option can be used the see the images of a specific user.
640

    
641
Virtual Servers
642
~~~~~~~~~~~~~~~
643

    
644
As mentioned, Cyclades uses Ganeti for management of VMs. The administrator can
645
handle Cyclades VMs just like any other Ganeti instance, via `gnt-instance`
646
commands. All Ganeti instances that belong to Synnefo, are separated from
647
others, by a prefix in their names. This prefix is defined in
648
``BACKEND_PREFIX_ID`` setting in
649
``/etc/synnefo/20-snf-cyclades-app-backend.conf``.
650

    
651
Apart from handling Cyclades VM at the Ganeti level, the administrator can
652
also use the `snf-manage server-*` commands. These command cover the most
653
common tasks that are relative with VM handling. Below we describe come
654
of them, but for more information you can use the `--help` option of all
655
`snf-manage server-* commands`. These command cover the most
656

    
657
The `snf-manage server-create` command can be used to create a new VM for some
658
user. This command can be useful when the administrator wants to test Cyclades
659
functionality without starting the API service, e.g. after an upgrade. Also, by
660
using `--backend-id` option, the VM will be created in the specified backend,
661
bypassing automatic VM allocation.
662

    
663
.. code-block:: console
664

    
665
 snf-manage server-create --flavor-id=1 --image-id=fc0f6858-f962-42ce-bf9a-1345f89b3d5e \
666
    --user-id=7cf4d078-67bf-424d-8ff2-8669eb4841ea --backend-id=2 \
667
    --password='example_passw0rd' --name='test_vm'
668

    
669
The above commnd will create a new VM for user
670
`7cf4d078-67bf-424d-8ff2-8669eb4841ea` in the Ganeti backend with ID 2. By
671
default this command will issue a Ganeti job to create the VM
672
(`OP_INSTANCE_CREATE`) and return. As in other commands, the `--wait=True`
673
option can be used in order to wait for the successful completion of the job.
674

    
675
`snf-manage server-list` command can be used to list all the available servers.
676
The command supports some useful options, like listing servers of a user,
677
listing servers that exist in a Ganeti backend and listing deleted servers.
678
Also, as in most of `*-list` commands, the `--filter-by` option can be used to
679
filter the results. For example, the following command will only display the
680
started servers of a specific flavor:
681

    
682
.. code-block:: console
683

    
684
 snf-manage server-list --filter-by="operstate=STARTED,flavor=<flavor_id>"
685

    
686
Another very useful command is the `server-inspect` command which will display
687
all available information about the state of the server in DB and the state
688
of the server in the Ganeti backend. The output will give you an easy overview
689
about the state of the VM which can be useful for debugging.
690

    
691
Also the administrator can `suspend` a user's VM, using the `server-modify`
692
command:
693

    
694
.. code-block:: console
695

    
696
 snf-manage server-modify --suspended=True <server_id>
697

    
698
The user is forbidden to do any action on an administratively suspended VM,
699
which is useful for abuse cases.
700

    
701
Ganeti backends
702
~~~~~~~~~~~~~~~
703

    
704
Since v0.11, Synnefo is able to manage multiple Ganeti clusters (backends)
705
making it capable to scale linearly to tens of thousands of VMs. Backends
706
can be dynamically added or removed via `snf-manage` commands.
707

    
708
Each newly created VM is allocated to a Ganeti backend by the Cyclades backend
709
allocator. The VM is "pinned" to this backend, and can not change through its
710
lifetime. The backend allocator decides in which backend to spawn the VM based
711
on the available resources of each backend, trying to balance the load between
712
them. Also, Networks are created to all Ganeti backends, in order to ensure
713
that VMs residing on different backends can be connected to the same networks.
714

    
715
A backend can be marked as `drained` in order to be excluded from automatic
716
servers allocation and not receive new servers. Also, a backend can be marked
717
as `offline` to denote that the backend is not healthy (e.g. broken master)
718
and avoid the penalty of connection timeouts.
719

    
720
Finally, Cyclades is able to manage Ganeti backends with different enabled
721
hypervisors (`kvm`, `xen`), and different enabled disk templates.
722

    
723
Listing existing backends
724
`````````````````````````
725
To list all the Ganeti backends known to Synnefo, we run:
726

    
727
.. code-block:: console
728

    
729
   $ snf-manage backend-list
730

    
731
Adding a new Ganeti backend
732
```````````````````````````
733
Backends are dynamically added under the control of Synnefo with `snf-manage
734
backend-add` command. In this section it is assumed that a Ganeti cluster,
735
named ``cluster.example.com`` is already up and running and configured to be
736
able to host Synnefo VMs.
737

    
738
To add this Ganeti cluster, we run:
739

    
740
.. code-block:: console
741

    
742
   $ snf-manage backend-add --clustername=cluster.example.com --user="synnefo_user" --pass="synnefo_pass"
743

    
744
where ``clustername`` is the Cluster hostname of the Ganeti cluster, and
745
``user`` and ``pass`` are the credentials for the `Ganeti RAPI user
746
<http://docs.ganeti.org/ganeti/2.2/html/rapi.html#users-and-passwords>`_.  All
747
backend attributes can be also changed dynamically using the `snf-manage
748
backend-modify` command.
749

    
750
``snf-manage backend-add`` will also create all existing public networks to
751
the new backend. You can verify that the backend is added, by running
752
`snf-manage backend-list`.
753

    
754
Note that no VMs will be spawned to this backend, since by default it is in a
755
``drained`` state after addition in order to manually verify the state of the
756
backend.
757

    
758
So, after making sure everything works as expected, make the new backend active
759
by un-setting the ``drained`` flag. You can do this by running:
760

    
761
.. code-block:: console
762

    
763
   $ snf-manage backend-modify --drained=False <backend_id>
764

    
765
Allocation of VMs in Ganeti backends
766
````````````````````````````````````
767
As already mentioned, the Cyclades backend allocator is responsible for
768
allocating new VMs to backends. This allocator does not choose the exact Ganeti
769
node that will host the VM but just the Ganeti backend. The exact node is
770
chosen by the Ganeti cluster's allocator (hail).
771

    
772
The decision about which backend will host a VM is based on the available
773
resources. The allocator computes a score for each backend, that shows its load
774
factor, and the one with the minimum score is chosen. The admin can exclude
775
backends from the allocation phase by marking them as ``drained`` by running:
776

    
777
.. code-block:: console
778

    
779
   $ snf-manage backend-modify --drained=True <backend_id>
780

    
781
The backend resources are periodically updated, at a period defined by
782
the ``BACKEND_REFRESH_MIN`` setting, or by running `snf-manage
783
backend-update-status` command. It is advised to have a cron job running this
784
command at a smaller interval than ``BACKEND_REFRESH_MIN`` in order to remove
785
the load of refreshing the backends stats from the VM creation phase.
786

    
787
Finally, the admin can decide to have a user's VMs being allocated to a
788
specific backend, with the ``BACKEND_PER_USER`` setting. This is a mapping
789
between users and backends. If the user is found in ``BACKEND_PER_USER``, then
790
Synnefo allocates all his/hers VMs to the specific backend in the variable,
791
even if is marked as drained (useful for testing).
792

    
793
Allocation based on disk-templates
794
**********************************
795

    
796
Besides the available resources of each Ganeti backend, the allocator takes
797
into consideration the disk template of the instance when trying to allocate it
798
to a Ganeti backend. Specifically, the allocator checks if the flavor of the
799
instance belongs to the available disk templates of each Ganeti backend.
800

    
801
A Ganeti cluster has a list of enabled disk templates
802
(`--enabled-disk-templates`) and a list of allowed disk templates for new
803
instances (`--ipolicy-disk-templates`). See the `gnt-cluster` manpage for more
804
details about these options.
805

    
806
When Synnefo allocates an instance, it checks whether the disk template of the
807
new instance belongs both in the enabled and ipolicy disk templates. You can
808
see the list of the available disk-templates by running `snf-manage
809
backend-list`. This list should be updated automatically after changing
810
these options in Ganeti and it can also be updated by running `snf-manage
811
backend-update-status`.
812

    
813
So the administrator, can route instances on different backends based on their
814
flavor disk template, by modifying the enabled or ipolicy disk templates of
815
each backend.  Also, the administrator can route instances between different
816
nodes of the same Ganeti backend, by modifying the same options at the
817
nodegroup level (see `gnt-group` manpage for mor details).
818

    
819
Removing an existing Ganeti backend
820
```````````````````````````````````
821
In order to remove an existing backend from Synnefo, you must first make
822
sure that there are not active servers in the backend, and then run:
823

    
824
.. code-block:: console
825

    
826
   # snf-manage backend-remove <backend_id>
827

    
828

    
829
Virtual Networks
830
~~~~~~~~~~~~~~~~
831

    
832
Cyclades also implements the Network service and exposes the Quantum Openstack
833
API. Cyclades supports full IPv4 and IPv6 connectivity to the public internet
834
for it's VMs. Also, Cyclades provides L2 and L3 virtual private networks,
835
giving the user freedom to create arbitraty network topologies of
836
interconnected VMs.
837

    
838
Public networking is desployment specific and must be customized based on the
839
specific needs of the system administrator. Private virtual networks can be
840
provided by different network technologies which are exposed as different
841
network flavors. For better understanding of networking please refer to the
842
:ref:`Network <networks>` section.
843

    
844
A Cyclades virtual network is an isolated Layer-2 broadcast domain. A network
845
can also have an associated IPv4 and IPv6 subnet representing the Layer-3
846
characteristics of the network. Each subnet represents an IP address block
847
that is used in order to assign addresses to VMs.
848

    
849
To connect a VM to a network, a port must be created, which represent a virtual
850
port on a network switch. VMs are connected to networks by attaching a virtual
851
interface to a port.
852

    
853
Cyclades also supports `floating IPs`, which are public IPv4 addresses that
854
can dynamically(hotplug-able) be added and removed to VMs. Floating IPs are
855
a quotable resource that is allocated to each user. Unlike other cloud
856
platforms, floating IPs are not implemented using 1-1 NAT to a ports private
857
IP. Instead, floating IPs are directly assigned to virtual interfaces of VMs.
858

    
859
Exactly like VMS, networks can be handled as Ganeti networks via `gnt-network`
860
commands. All Ganeti networks that belong to Synnefo are named with the prefix
861
`${BACKEND_PREFIX_ID}-net-`. Also, there are a number of `snf-manage` commands
862
for handling of `networks`, `subnets`, `ports` and `floating IPs`. Below
863
we will present a use case scenario using some of these commands. For better
864
understanding of these commands, refer to their help messages.
865

    
866
Create a virtual private network for user
867
`7cf4d078-67bf-424d-8ff2-8669eb4841ea` using the `PHYSICAL_VLAN` flavor, which
868
means that the network will be uniquely assigned a phsyical VLAN. The network
869
is assigned an IPv4 subnet, described by it's CIDR and gateway. Also,
870
the `--dhcp=True` option is used, to make `nfdhcpd` respone to DHCP queries
871
from VMs.
872

    
873
.. code-block:: console
874

    
875
 snf-manage network-create --owner=7cf4d078-67bf-424d-8ff2-8669eb4841ea --name=prv_net-1 \
876
    --subnet=192.168.2.0/24 --gateway=192.168.2.1 --dhcp=True --flavor=PHYSICAL_VLAN
877

    
878
Inspect the state of the network in Cyclades DB and in all the Ganeti backends:
879

    
880
.. code-block:: console
881

    
882
  snf-manage network-inspect <network_id>
883

    
884
Inspect the state of the network's subnet, containg an overview of the
885
subnet's IPv4 address allocation pool:
886

    
887
.. code-block:: console
888

    
889
  snf-manage subnet-inspect <subnet_id>
890

    
891
Connect a VM to the created private network. The port will be automatically
892
be assigned an IPv4 address from one of the network's available IPs. This
893
command will result in sending an `OP_INSTANCE_MODIFY` Ganeti command and
894
attaching a NIC to the specified Ganeti instance.
895

    
896
.. code-block:: console
897

    
898
 snf-manage port-create --network=<network_id> --server=<server_id>
899

    
900
Inspect the state of the the port in Cyclades DB and in the Ganeti backend:
901

    
902
.. code-block:: console
903

    
904
 snf-manage port-inspect <port_id>
905

    
906
Disconnect the VM from the network and delete the network:
907

    
908
.. code-block:: console
909

    
910
 snf-manage port-remove <port_id>
911
 snf-manage network-remove <network_id>
912

    
913
Managing Network Resources
914
``````````````````````````
915

    
916
Proper operation of the Cyclades Network Service depends on the unique
917
assignment of specific resources to each type of virtual network. Specifically,
918
these resources are:
919

    
920
* IP addresses. Cyclades creates a Pool of IPs for each Network, and assigns a
921
  unique IP address to each VM, thus connecting it to this Network. You can see
922
  the IP pool of each network by running `snf-manage subnet-inspect
923
  <subnet_ID>`. IP pools are automatically created and managed by Cyclades,
924
  depending on the subnet of the Network.
925
* Bridges corresponding to physical VLANs, which are required for networks of
926
  type `PRIVATE_PHYSICAL_VLAN`.
927
* One Bridge corresponding to one physical VLAN which is required for networks of
928
  type `PRIVATE_MAC_PREFIX`.
929

    
930
IPv4 addresses
931
**************
932

    
933
An allocation pool of IPv4 addresses is automatically created for every network
934
with an IPv4 subnet. By default, the allocation pool contains the range of IP
935
addresses that are included in the subnet, except from the gateway and the
936
broadcast address of the network. The range of IP addresses can be restricted
937
using the `--allocation-pool` option of `snf-manage network-create` command.
938
The admin can externally reserve IP addresses to exclude them from automatic
939
allocation with the `--add-reserved-ips` option of `snf-manage network-modify`
940
command. For example the following command will reserve two IP addresses from
941
network with ID `42`:
942

    
943
.. code-block:: console
944

    
945
 snf-manage network-modify --add-reserved-ips=10.0.0.21,10.0.0.22 42
946

    
947
.. warning:: Externally reserving IP addresses is also available at the Ganeti.
948
 However, when using Cyclades with multiple Ganeti backends, the handling of
949
 IP pools must be performed from Cyclades!
950

    
951
Bridges
952
*******
953

    
954
As already mentioned Cyclades use a pool of Bridges that must correspond
955
to Physical VLAN at the Ganeti level. A bridge from the pool is assigned to
956
each network of flavor `PHYSICAL_VLAN`. Creation of this pool is done
957
using `snf-manage pool-create` command. For example the following command
958
will create a pool containing the brdiges from `prv1` to `prv21`.
959

    
960
.. code-block:: console
961

    
962
   # snf-manage pool-create --type=bridge --base=prv --size=20
963

    
964
You can verify the creation of the pool, and check its contents by running:
965

    
966
.. code-block:: console
967

    
968
   # snf-manage pool-list
969
   # snf-manage pool-show --type=bridge 1
970

    
971
Finally you can use the `pool-modify` management command in order to externally
972
reserve the values from pool, extend or shrink the pool if possible.
973

    
974
MAC Prefixes
975
************
976

    
977
Cyclades also use a pool of MAC prefixes to assign to networks of flavor
978
`MAC_FILTERED`. Handling of this pool is done exactly as with pool of bridges,
979
except that the type option must be set to mac-prefix:
980

    
981
.. code-block:: console
982

    
983
   # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
984

    
985
The above command will create a pool of MAC prefixes from ``aa:00:1`` to
986
``b9:ff:f``. The MAC prefix pool is responsible for providing only unicast and
987
locally administered MAC addresses, so many of these prefixes will be
988
externally reserved, to exclude from allocation.
989

    
990
Quotas
991
~~~~~~
992

    
993
Handling of quotas for Cyclades resources is powered by Astakos quota
994
mechanism. During registration of Cyclades service to Astakos, the Cyclades
995
resources are also imported to Astakos for accounting and presentation.
996

    
997
Upon a request that will result in a resource creation or removal, Cyclades
998
will communicate with Astakos to ensure that user quotas are within limits and
999
update the corresponding usage. If a limit is reached, the request will be
1000
denied with an `overLimit(413)` fault.
1001

    
1002
The resources that are exported by Cyclades are the following:
1003

    
1004
* `cyclades.vm`: Number of virtual machines
1005
* `cyclades.total_cpu`: Number of virtual machine processors
1006
* `cyclades.cpu`: Number of virtual machine processors of running VMs
1007
* `cyclades.total_ram`: Virtual machine memory size
1008
* `cyclades.ram`: Virtual machine memory size of running VMs
1009
* `cyclades.disk`: Virtual machine disk size
1010
* `cyclades.floating_ip`: Number of floating IP addresses
1011
* `cyclades.network.private`: Number of private virtual networks
1012

    
1013
Cyclades advanced operations
1014
----------------------------
1015

    
1016
Reconciliation mechanism
1017
~~~~~~~~~~~~~~~~~~~~~~~~
1018

    
1019
Cyclades - Ganeti reconciliation
1020
````````````````````````````````
1021

    
1022
On certain occasions, such as a Ganeti or RabbitMQ failure, the state of
1023
Cyclades database may differ from the real state of VMs and networks in the
1024
Ganeti backends. The reconciliation process is designed to synchronize the
1025
state of the Cyclades DB with Ganeti. There are two management commands for
1026
reconciling VMs and Networks that will detect stale, orphans and out-of-sync
1027
VMs and networks. To fix detected inconsistencies, use the `--fix-all`.
1028

    
1029
.. code-block:: console
1030

    
1031
  $ snf-manage reconcile-servers
1032
  $ snf-manage reconcile-servers --fix-all
1033

    
1034
  $ snf-manage reconcile-networks
1035
  $ snf-manage reconcile-networks --fix-all
1036

    
1037
Please see ``snf-manage reconcile-servers --help`` and ``snf-manage
1038
reconcile--networks --help`` for all the details.
1039

    
1040

    
1041
Cyclades - Astakos reconciliation
1042
`````````````````````````````````
1043

    
1044
As already mentioned, Cyclades communicates with Astakos for resource
1045
accounting and quota enforcement. In rare cases, e.g. unexpected
1046
failures, the two services may get unsynchronized. For this reason there
1047
are the `reconcile-commissions-cyclades` and `reconcile-resources-cyclades`
1048
command that will synchronize the state of the two services. The first
1049
command will detect any pending commissions, while the second command will
1050
detect that the usage that is reported by Astakos is correct.
1051
To fix detected inconsistencies, use the `--fix` option.
1052

    
1053
.. code-block:: console
1054

    
1055
  $ snf-manage reconcile-commissions-cyclades
1056
  $ snf-manage reconcile-commissions-cyclades --fix
1057

    
1058
  $ snf-manage reconcile-resources-cyclades
1059
  $ snf-manage reconcile-resources-cyclades --fix
1060

    
1061

    
1062
Cyclades resources reconciliation
1063
`````````````````````````````````
1064

    
1065
Reconciliation of pools will check the consistency of available pools by
1066
checking that the values from each pool are not used more than once, and also
1067
that the only reserved values in a pool are the ones used. Pool reconciliation
1068
will check pools of bridges, MAC prefixes, and IPv4 addresses for all networks.
1069
To fix detected inconsistencies, use the `--fix` option.
1070

    
1071

    
1072
.. code-block:: console
1073

    
1074
  $ snf-manage reconcile-pools
1075
  $ snf-manage reconcile-pools --fix
1076

    
1077
.. _admin-guide-stats:
1078

    
1079
VM stats collecting
1080
~~~~~~~~~~~~~~~~~~~
1081

    
1082
snf-cyclades-gtools comes with a collectd plugin to collect CPU and network
1083
stats for Ganeti VMs and an example collectd configuration. snf-stats-app is a
1084
Django (snf-webproject) app that serves the VM stats graphs by reading the VM
1085
stats (from RRD files) and serves graphs.
1086

    
1087
The snf-stats-app was originally written by `GRNET NOC <http://noc.grnet.gr>`_
1088
as a WSGI Python app and was ported to a Synnefo (snf-webproject) app.
1089

    
1090
snf-stats-app configuration
1091
```````````````````````````
1092

    
1093
The snf-stats-app node should have collectd installed. The collectd
1094
configuration should enable the network plugin, assuming the server role, and
1095
the RRD plugin / backend, to store the incoming stats. Your
1096
``/etc/collectd/collectd.conf`` should look like:
1097

    
1098
.. code-block:: console
1099

    
1100
    FQDNLookup true
1101
    LoadPlugin syslog
1102
    <Plugin syslog>
1103
        LogLevel info
1104
    </Plugin>
1105

    
1106
    LoadPlugin network
1107
    LoadPlugin rrdtool
1108
    <Plugin network>
1109
        TimeToLive 128
1110
        <Listen "okeanos.io" "25826">
1111
            SecurityLevel "Sign"
1112
            AuthFile "/etc/collectd/passwd"
1113
        </Listen>
1114

    
1115
        ReportStats false
1116
        MaxPacketSize 65535
1117
    </Plugin>
1118

    
1119

    
1120
    <Plugin rrdtool>
1121
        DataDir "/var/lib/collectd/rrd"
1122
        CacheTimeout 120
1123
        CacheFlush 900
1124
        WritesPerSecond 30
1125
        RandomTimeout 0
1126
    </Plugin>
1127

    
1128
    Include "/etc/collectd/filters.conf"
1129
    Include "/etc/collectd/thresholds.conf"
1130

    
1131

    
1132
An example collectd config file is provided in
1133
``/usr/share/doc/snf-stats-app/examples/stats-colletcd.conf``.
1134

    
1135
The recommended deployment is to run snf-stats-app using gunicorn with an
1136
Apache2 or nginx reverse proxy (using the same configuration as the other
1137
Synnefo services / apps). An example gunicorn config file is provided in
1138
``/usr/share/doc/snf-stats-app/examples/stats.gunicorn``.
1139

    
1140
Make sure to edit the settings under
1141
``/etc/synnefo/20-snf-stats-app-settings.conf`` to match your deployment.
1142
More specifically, you should change the ``STATS_BASE_URL`` setting (refer
1143
to previous documentation on the BASE_URL settings used by the other Synnefo
1144
services / apps) and the ``RRD_PREFIX`` and ``GRAPH_PREFIX`` settings.
1145

    
1146
You should also set the ``STATS_SECRET_KEY`` to a random string and make sure
1147
it's the same at the ``CYCLADES_STATS_SECRET_KEY`` on the Cyclades host (see
1148
below).
1149

    
1150
``RRD_PREFIX`` is the directory where collectd stores the RRD files. The
1151
default setting matches the default RRD directory for the collectd RRDtool
1152
plugin. In a more complex setup, the collectd daemon could run on a separate
1153
host and export the RRD directory to the snf-stats-app node via e.g. NFS.
1154

    
1155
``GRAPH_PREFIX`` is the directory where collectd stores the resulting
1156
stats graphs. You should create it manually, in case it doesn't exist.
1157

    
1158
.. code-block::
1159

    
1160
    # mkdir /var/cache/snf-stats-app/
1161
    # chown www-data:wwwdata /var/cache/snf-stats-app/
1162

    
1163
The snf-stats-app will typically run as the ``www-data`` user. In that case,
1164
make sure that the ``www-data`` user should have read access to the
1165
``RRD_PREFIX`` directory and read / write access to the ``GRAPH_PREFIX``
1166
directory.
1167

    
1168
snf-stats-app, based on the ``STATS_BASE_URL`` setting will export the
1169
following URL 'endpoints`:
1170
 * CPU stats bar: ``STATS_BASE_URL``/v1.0/cpu-bar/<encrypted VM hostname>
1171
 * Network stats bar: ``STATS_BASE_URL``/v1.0/net-bar/<encrypted VM hostname>
1172
 * CPU stats daily graph: ``STATS_BASE_URL``/v1.0/cpu-ts/<encrypted VM hostname>
1173
 * Network stats daily graph: ``STATS_BASE_URL``/v1.0/net-ts/<encrypted VM hostname>
1174
 * CPU stats weekly graph: ``STATS_BASE_URL``/v1.0/cpu-ts-w/<encrypted VM hostname>
1175
 * Network stats weekly graph: ``STATS_BASE_URL``/v1.0/net-ts-w/<encrypted VM hostname>
1176

    
1177
You can verify that these endpoints are exported by issuing:
1178

    
1179
.. code-block::
1180

    
1181
    # snf-manage show_urls
1182

    
1183
snf-cyclades-gtools configuration
1184
`````````````````````````````````
1185

    
1186
To enable VM stats collecting, you will need to:
1187
 * Install collectd on the every Ganeti (VM-capable) node.
1188
 * Enable the Ganeti stats plugin in your collectd configuration. This can be
1189
   achived by either copying the example collectd conf file that comes with
1190
   snf-cyclades-gtools
1191
   (``/usr/share/doc/snf-cyclades-gtools/examples/ganeti-stats-collectd.conf``)
1192
   or by adding the following line to your existing (or default) collectd
1193
   conf file:
1194

    
1195
       Include /etc/collectd/ganeti-stats.conf
1196
   
1197
   In the latter case, make sure to configure collectd to send the collected
1198
   stats to your collectd server (via the network plugin). For more details on
1199
   how to do this, check the collectd example config file provided by the
1200
   package and the collectd documentation. 
1201

    
1202
snf-cyclades-app configuration
1203
``````````````````````````````
1204

    
1205
At this point, stats collecting should be enabled and working. You can check
1206
that everything is ok by checking the contents of ``/var/lib/collectd/rrd/``
1207
directory (it will gradually get populated with directories containing RRD
1208
files / stats for every Synnefo instances).
1209

    
1210
You should also check that gunicorn and Apache2 are configured correctly by
1211
accessing the graph URLs for a VM (whose stats have been populated in
1212
``/var/lib/collectd/rrd``).
1213

    
1214
Cyclades uses the ``CYCLADES_STATS_SECRET_KEY`` setting in
1215
``20-snf-cyclades-app`` to encrypt the instance hostname in the stats graph
1216
URL. This settings should be set to a random value and match the
1217
``STATS_SECRET_KEY`` on the Stats host.
1218

    
1219
Cyclades (snf-cyclades-app) fetches the stat graphs for VMs based on four
1220
settings in ``20-snf-cyclades-app-api.conf``. The settings are:
1221

    
1222
 * CPU_BAR_GRAPH_URL = 'https://stats.host/stats/v1.0/cpu-bar/%s'
1223
 * CPU_TIMESERIES_GRAPH_URL = 'https://stats.host/stats/v1.0/cpu-ts/%s'
1224
 * NET_BAR_GRAPH_URL = 'https://stats.host/stats/v1.0/net-bar/%s'
1225
 * NET_TIMESERIES_GRAPH_URL = 'https://stats.host/stats/v1.0/net-ts/%s'
1226

    
1227
Make sure that you change this settings to match your ``STATS_BASE_URL``
1228
(and generally the Apache2 / gunicorn deployment on your stats host).
1229

    
1230
Cyclades will pass these URLs to the Cyclades UI and the user's browser will
1231
fetch them when needed.
1232

    
1233

    
1234
Helpdesk
1235
--------
1236

    
1237
Helpdesk application provides the ability to view the virtual servers and
1238
networks of all users, along with the ability to perform some basic actions
1239
like administratively suspending a server. You can perform look-ups by
1240
user UUID or email, by server ID (vm-$id) or by an IPv4 address.
1241

    
1242
If you want to activate the helpdesk application you can set to `True` the
1243
`HELPDESK_ENABLED` setting. Access to helpdesk views (under
1244
`$BASE_URL/helpdesk`) is only to allowed to users that belong to Astakos
1245
groups defined in the `HELPDESK_PERMITTED_GROUPS` setting, which by default
1246
contains the `helpdesk` group. For example, to allow <user_id>
1247
to access helpdesk view, you should run the following command in the Astakos
1248
node:
1249

    
1250
.. code-block:: console
1251

    
1252
 snf-manage group-add helpdesk
1253
 snf-manage user-modify --add-group=helpdesk <user_id>
1254

    
1255

    
1256
Cyclades internals
1257
------------------
1258

    
1259
Asynchronous communication with Ganeti backends
1260
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1261
Synnefo uses Google Ganeti backends for VM cluster management. In order for
1262
Cyclades to be able to handle thousands of user requests, Cyclades and Ganeti
1263
communicate asynchronously. Briefly, requests are submitted to Ganeti through
1264
Ganeti's RAPI/HTTP interface, and then asynchronous notifications about the
1265
progress of Ganeti jobs are being created and pushed upwards to Cyclades. The
1266
architecture and communication with a Ganeti backend is shown in the graph
1267
below:
1268

    
1269
.. image:: images/cyclades-ganeti-communication.png
1270
   :width: 50%
1271
   :target: _images/cyclades-ganeti-communication.png
1272

    
1273
The Cyclades API server is responsible for handling user requests. Read-only
1274
requests are directly served by looking up the Cyclades DB. If the request
1275
needs an action in the Ganeti backend, Cyclades submit jobs to the Ganeti
1276
master using the `Ganeti RAPI interface
1277
<http://docs.ganeti.org/ganeti/2.2/html/rapi.html>`_.
1278

    
1279
While Ganeti executes the job, `snf-ganeti-eventd`, and `snf-progress-monitor`
1280
are monitoring the progress of the job and send corresponding messages to the
1281
RabbitMQ servers. These components are part of `snf-cyclades-gtools` and must
1282
be installed on all Ganeti nodes. Specially:
1283

    
1284
* *snf-ganeti-eventd* sends messages about operations affecting the operating
1285
  state of instances and networks. Works by monitoring the Ganeti job queue.
1286
* *snf-progress_monitor* sends messages about the progress of the Image deployment
1287
  phase which is done by the Ganeti OS Definition `snf-image`.
1288

    
1289
Finally, `snf-dispatcher` consumes messages from the RabbitMQ queues, processes
1290
these messages and properly updates the state of the Cyclades DB. Subsequent
1291
requests to the Cyclades API, will retrieve the updated state from the DB.
1292

    
1293

    
1294
List of all Synnefo components
1295
==============================
1296

    
1297
They are also available from our apt repository: ``apt.dev.grnet.gr``
1298

    
1299
 * `snf-common <http://www.synnefo.org/docs/snf-common/latest/index.html>`_
1300
 * `snf-webproject <http://www.synnefo.org/docs/snf-webproject/latest/index.html>`_
1301
 * `snf-astakos-app <http://www.synnefo.org/docs/astakos/latest/index.html>`_
1302
 * `snf-pithos-backend <http://www.synnefo.org/docs/pithos/latest/backends.html>`_
1303
 * `snf-pithos-app <http://www.synnefo.org/docs/pithos/latest/index.html>`_
1304
 * `snf-pithos-webclient <http://www.synnefo.org/docs/pithos-webclient/latest/index.html>`_
1305
 * `snf-cyclades-app <http://www.synnefo.org/docs/snf-cyclades-app/latest/index.html>`_
1306
 * `snf-cyclades-gtools <http://www.synnefo.org/docs/snf-cyclades-gtools/latest/index.html>`_
1307
 * `astakosclient <http://www.synnefo.org/docs/astakosclient/latest/index.html>`_
1308
 * `snf-vncauthproxy <https://code.grnet.gr/projects/vncauthproxy>`_
1309
 * `snf-image <http://www.synnefo.org/docs/snf-image/latest/index.html/>`_
1310
 * `snf-image-creator <http://www.synnefo.org/docs/snf-image-creator/latest/index.html>`_
1311
 * `snf-occi <http://www.synnefo.org/docs/snf-occi/latest/index.html>`_
1312
 * `snf-cloudcms <http://www.synnefo.org/docs/snf-cloudcms/latest/index.html>`_
1313
 * `nfdhcpd <https://code.grnet.gr/projects/nfdhcpd>`_
1314

    
1315

    
1316
Synnefo management commands ("snf-manage")
1317
==========================================
1318

    
1319
Each Synnefo service, Astakos, Pithos and Cyclades are controlled by the
1320
administrator using the "snf-manage" admin tool. This tool is an extension of
1321
the Django command-line management utility. It is run on the host that runs
1322
each service and provides different types of commands depending the services
1323
running on the host. If you are running more than one service on the same host
1324
"snf-manage" adds all the corresponding commands for each service dynamically,
1325
providing a unified admin environment.
1326

    
1327
To run "snf-manage" you just type:
1328

    
1329
.. code-block:: console
1330

    
1331
   # snf-manage <command> [arguments]
1332

    
1333
on the corresponding host that runs the service. For example, if you have all
1334
services running on different physical hosts you would do:
1335

    
1336
.. code-block:: console
1337

    
1338
   root@astakos-host # snf-manage <astakos-command> [argument]
1339
   root@pithos-host # snf-manage <pithos-command> [argument]
1340
   root@cyclades-host # snf-manage <cyclades-command> [argument]
1341

    
1342
If you have all services running on the same host you would do:
1343

    
1344
.. code-block:: console
1345

    
1346
   root@synnefo-host # snf-manage <{astakos,pithos,cyclades}-command> [argument]
1347

    
1348
Note that you cannot execute a service's command on a host that is not running
1349
this service. For example, the following will return an error if Astakos and
1350
Cyclades are installed on different physical hosts:
1351

    
1352
.. code-block:: console
1353

    
1354
   root@astakos-host # snf-manage <cyclades-command> [argument]
1355
   Unknown command: 'cyclades-command'
1356
   Type 'snf-manage help' for usage.
1357

    
1358
This is the complete list of "snf-manage" commands for each service.
1359

    
1360
Astakos snf-manage commands
1361
---------------------------
1362

    
1363
============================  ===========================
1364
Name                          Description
1365
============================  ===========================
1366
fix-superusers                Transform superusers created by syncdb into AstakosUser instances
1367
cleanup-full                  Cleanup sessions and session catalog
1368
commission-list               List pending commissions
1369
commission-show               Show details for a pending commission
1370
component-add                 Register a component
1371
component-list                List components
1372
component-modify              Modify component attributes
1373
component-show                Show component details
1374
project-control               Manage projects and applications
1375
project-list                  List projects
1376
project-show                  Show project details
1377
quota-list                    List user quota
1378
quota-verify                  Check the integrity of user quota
1379
reconcile-resources-astakos   Reconcile resource usage of Quotaholder with Astakos DB
1380
resource-list                 List resources
1381
resource-modify               Modify a resource's default base quota and boolean flags
1382
service-export-astakos        Export Astakos services and resources in JSON format
1383
service-import                Register services
1384
service-list                  List services
1385
service-show                  Show service details
1386
term-add                      Add approval terms
1387
user-activation-send          Send user activation
1388
user-add                      Add user
1389
authpolicy-add                Create a new authentication provider policy profile
1390
authpolicy-list               List existing authentication provider policy profiles
1391
authpolicy-remove             Remove an authentication provider policy
1392
authpolicy-set                Assign an existing authentication provider policy profile to a user or group
1393
authpolicy-show               Show authentication provider profile details
1394
group-add                     Create a group with the given name
1395
group-list                    List available groups
1396
user-list                     List users
1397
user-modify                   Modify user
1398
user-show                     Show user details
1399
============================  ===========================
1400

    
1401
Pithos snf-manage commands
1402
--------------------------
1403

    
1404
============================  ===========================
1405
Name                          Description
1406
============================  ===========================
1407
reconcile-commissions-pithos  Display unresolved commissions and trigger their recovery
1408
service-export-pithos         Export Pithos services and resources in JSON format
1409
reconcile-resources-pithos    Detect unsynchronized usage between Astakos and Pithos DB resources and synchronize them if specified so.
1410
============================  ===========================
1411

    
1412
Cyclades snf-manage commands
1413
----------------------------
1414

    
1415
============================== ===========================
1416
Name                           Description
1417
============================== ===========================
1418
backend-add                    Add a new Ganeti backend
1419
backend-list                   List backends
1420
backend-modify                 Modify a backend
1421
backend-update-status          Update backend statistics for instance allocation
1422
backend-remove                 Remove a Ganeti backend
1423
enforce-resources-cyclades     Check and fix quota violations for Cyclades resources
1424
server-create                  Create a new server
1425
server-show                    Show server details
1426
server-list                    List servers
1427
server-modify                  Modify a server
1428
server-import                  Import an existing Ganeti VM into synnefo
1429
server-inspect                 Inspect a server in DB and Ganeti
1430
network-create                 Create a new network
1431
network-list                   List networks
1432
network-modify                 Modify a network
1433
network-inspect                Inspect network state in DB and Ganeti
1434
network-remove                 Delete a network
1435
flavor-create                  Create a new flavor
1436
flavor-list                    List flavors
1437
flavor-modify                  Modify a flavor
1438
image-list                     List images
1439
image-show                     Show image details
1440
pool-create                    Create a bridge or mac-prefix pool
1441
pool-show                      Show pool details
1442
pool-list                      List pools
1443
pool-modify                    Modify a pool
1444
pool-remove                    Delete a pool
1445
port-create                    Create a port connecting a server to a network
1446
port-inspect                   Inspect the state of a port in DB and Ganeti
1447
port-list                      List ports
1448
port-remove                    Delete a port
1449
floating-ip-create             Create a new floating IP
1450
floating-ip-attach             Attach a floating IP to a server
1451
floating-ip-detach             Detach a floating IP from a server
1452
floating-ip-list               List floating IPs
1453
floating-ip-remove             Delete a floating IP
1454
queue-inspect                  Inspect the messages of a RabbitMQ queue
1455
queue-retry                    Resend messages from Dead Letter queues to original exchanges
1456
service-export-cyclades        Export Cyclades services and resources in JSON format
1457
subnet-create                  Create a subnet
1458
subnet-inspect                 Inspect a subnet in DB
1459
subnet-list                    List subnets
1460
subnet-modify                  Modify a subnet
1461
reconcile-servers              Reconcile servers of Synnefo DB with state of Ganeti backend
1462
reconcile-networks             Reconcile networks of Synnefo DB with state of Ganeti backend
1463
reconcile-pools                Check consistency of pool resources
1464
reconcile-commissions-cyclades Detect and resolve pending commissions to Quotaholder
1465
reconcile-resources-cyclades   Reconcile resource usage of Astakos with Cyclades DB.
1466
============================== ===========================
1467

    
1468

    
1469
Astakos helper scripts
1470
======================
1471

    
1472
Astakos includes two scripts to facilitate the installation procedure.
1473
Running:
1474

    
1475
.. code-block:: console
1476

    
1477
   snf-component-register [<component_name>]
1478

    
1479
automates the registration of the standard Synnefo components (astakos,
1480
cyclades, and pithos) in astakos database. It internally uses the script:
1481

    
1482
.. code-block:: console
1483

    
1484
   snf-service-export <component_name> <base_url>
1485

    
1486
which simulates the export of service and resource definitions of the
1487
standard Synnefo components.
1488

    
1489

    
1490
Pithos managing accounts
1491
========================
1492

    
1493
Pithos provides a utility tool for managing accounts.
1494
To run you just type:
1495

    
1496
.. code-block:: console
1497

    
1498
   # pithos-manage-accounts <command> [arguments]
1499

    
1500
This is the list of the available commands:
1501

    
1502
============================  ===========================
1503
Name                          Description
1504
============================  ===========================
1505
delete                        Remove an account from the Pithos DB
1506
export-quota                  Export account quota in a file
1507
list                          List existing/dublicate accounts
1508
merge                         Move an account contents in another account
1509
set-container-quota           Set container quota for all or a specific account
1510
============================  ===========================
1511

    
1512

    
1513
The "kamaki" API client
1514
=======================
1515

    
1516
To upload, register or modify an image you will need the **kamaki** tool.
1517
Before proceeding make sure that it is configured properly. Verify that
1518
*image.url*, *file.url*, *user.url* and *token* are set as needed:
1519

    
1520
.. code-block:: console
1521

    
1522
   $ kamaki config list
1523

    
1524
To change a setting use ``kamaki config set``:
1525

    
1526
.. code-block:: console
1527

    
1528
   $ kamaki config set image.url https://cyclades.example.com/image
1529
   $ kamaki config set file.url https://pithos.example.com/v1
1530
   $ kamaki config set user.url https://accounts.example.com
1531
   $ kamaki config set token ...
1532

    
1533
To test that everything works, try authenticating the current account with
1534
kamaki:
1535

    
1536
.. code-block:: console
1537

    
1538
  $ kamaki user authenticate
1539

    
1540
This will output user information.
1541

    
1542
Upload Image
1543
------------
1544

    
1545
By convention, images are stored in a container called ``images``. Check if the
1546
container exists, by listing all containers in your account:
1547

    
1548
.. code-block:: console
1549

    
1550
   $ kamaki file list
1551

    
1552
If the container ``images`` does not exist, create it:
1553

    
1554
.. code-block:: console
1555

    
1556
  $ kamaki file create images
1557

    
1558
You are now ready to upload an image to container ``images``. You can upload it
1559
with a Pithos client, or use kamaki directly:
1560

    
1561
.. code-block:: console
1562

    
1563
   $ kamaki file upload ubuntu.iso images
1564

    
1565
You can use any Pithos client to verify that the image was uploaded correctly,
1566
or you can list the contents of the container with kamaki:
1567

    
1568
.. code-block:: console
1569

    
1570
  $ kamaki file list images
1571

    
1572
The full Pithos URL for the previous example will be
1573
``pithos://u53r-un1qu3-1d/images/ubuntu.iso`` where ``u53r-un1qu3-1d`` is the
1574
unique user id (uuid).
1575

    
1576
Register Image
1577
--------------
1578

    
1579
To register an image you will need to use the full Pithos URL. To register as
1580
a public image the one from the previous example use:
1581

    
1582
.. code-block:: console
1583

    
1584
   $ kamaki image register Ubuntu pithos://u53r-un1qu3-1d/images/ubuntu.iso --public
1585

    
1586
The ``--public`` flag is important, if missing the registered image will not
1587
be listed by ``kamaki image list``.
1588

    
1589
Use ``kamaki image register`` with no arguments to see a list of available
1590
options. A more complete example would be the following:
1591

    
1592
.. code-block:: console
1593

    
1594
   $ kamaki image register Ubuntu pithos://u53r-un1qu3-1d/images/ubuntu.iso \
1595
            --public --disk-format diskdump --property kernel=3.1.2
1596

    
1597
To verify that the image was registered successfully use:
1598

    
1599
.. code-block:: console
1600

    
1601
   $ kamaki image list --name-like=ubuntu
1602

    
1603

    
1604
Miscellaneous
1605
=============
1606

    
1607
.. _branding:
1608

    
1609
Branding
1610
--------
1611

    
1612
Since Synnefo v0.14, you are able to adapt the Astakos, Pithos and Cyclades Web
1613
UI to your company’s visual identity. This is possible using the snf-branding
1614
component, which is automatically installed on the nodes running the API
1615
servers for Astakos, Pithos and Cyclades. 
1616

    
1617
Configuration
1618
~~~~~~~~~~~~~
1619

    
1620
This can be done by modifing the settings provided by the snf-branding component
1621
to match your service identity. The settings for the snf-branding application
1622
can be found inside the configuration file ``/etc/synnefo/15-snf-branding.conf``
1623
on the nodes that have Astakos, Pithos and Cyclades installed.
1624

    
1625
By default, the global service name is "Synnefo" and the company name is
1626
"GRNET". These names and their respective logos and URLs are used throughout
1627
the Astakos, Pithos and Cyclades UI.
1628

    
1629
**Names and URLs:**
1630

    
1631
The first group of branding customization refers to the service's and company's
1632
information.
1633

    
1634
You can overwrite the company and the service name and URL respectively by
1635
uncommenting and setting the following:
1636

    
1637
.. code-block:: python
1638
  
1639
  # setting used in Astakos Dashboard/Projects pages
1640
  BRANDING_SERVICE_NAME = 'My cloud'
1641
  BRANDING_SERVICE_URL = 'http://www.mycloud.synnefo.org/'
1642

    
1643
  # settings used in Astakos, Pithos, Cyclades footer only if 
1644
  # BRANDING_SHOW_COPYRIGHT is set to True
1645
  BRANDING_SHOW_COPYRIGHT = True
1646
  BRANDING_COMPANY_NAME = 'Company LTD'
1647
  BRANDING_COMPANY_URL = 'https://www.company-ltd.synnefo.org/'
1648

    
1649

    
1650
**Copyright and footer options:**
1651

    
1652
By default, no Copyright message is shown in the UI footer. If you want to make
1653
it visible in the footer of Astakos, Pithos and Cyclades UI, you can uncomment
1654
and set to ``True`` the ``BRANDING_SHOW_COPYRIGHT`` setting:
1655

    
1656
.. code-block:: python
1657

    
1658
  #BRANDING_SHOW_COPYRIGHT = False
1659

    
1660
Copyright message defaults to 'Copyright (c) 2011-<current_year>
1661
<BRANDING_COMPANY_NAME>.' but you can overwrite it to a completely custom one by
1662
setting the following option:
1663

    
1664
.. code-block:: python
1665

    
1666
  BRANDING_COPYRIGHT_MESSAGE = 'Copyright (c) 2011-2013 GRNET'
1667

    
1668
If you want to include a custom message in the footer, you can uncomment and 
1669
set the ``BRANDING_FOOTER_EXTRA_MESSAGE`` setting. You can use html markup. 
1670
Your custom message will appear  above Copyright message at the Compute 
1671
templates and the Dashboard UI.
1672

    
1673
.. code-block:: python
1674

    
1675
  #BRANDING_FOOTER_EXTRA_MESSAGE = ''
1676

    
1677

    
1678
**Images:**
1679

    
1680
The Astakos, Pithos and Cyclades Web UI has some logos and images.
1681
 
1682
The branding-related images are presented in  the following table:
1683

    
1684
===============  ============================  =========
1685
Image            Name/extension  convention    Usage
1686
===============  ============================  =========
1687
Favicon          favicon.ico                   Favicon for all services
1688
Dashboard logo   dashboard_logo.png            Visible in all Astakos UI pages
1689
Compute logo     compute_logo.png              Visible in all Cyclades UI pages
1690
Console logo     console_logo.png              Visible in the Cyclades Console Window
1691
Storage logo     storage_logo.png              Visible in all Pithos UI pages
1692
===============  ============================  =========
1693

    
1694
There are two methods  available for replacing all, or individual, 
1695
branding-related images:
1696

    
1697
1. Create a new directory inside ``/usr/share/synnefo/static/`` (e.g.
1698
   ``mybranding``) and place there some or all of your images.
1699

    
1700
   If you want to replace all of your images, keep the name/extension
1701
   conventions as indicated in the above table and change the
1702
   ``BRANDING_IMAGE_MEDIA_URL`` setting accordingly:
1703

    
1704
   .. code-block:: python
1705
        
1706
      # using relative path
1707
      BRANDING_IMAGE_MEDIA_URL= '/static/mybranding/images/' 
1708

    
1709
      # or if you already host them in a separate domain (e.g. cdn)
1710
      BRANDING_IMAGE_MEDIA_URL= 'https://cdn.synnefo.org/branding/images/'
1711

    
1712

    
1713
   If you wish to replace individual images, **do not uncomment**
1714
   ``BRANDING_IMAGE_MEDIA_URL``, but instead provide a relative path, pointing to
1715
   the file inside your directory for each ``BRANDING_<image>_URL`` that you wish
1716
   to replace.
1717

    
1718
2. Upload some or all of your images to a server and replace each 
1719
   ``BRANDING_<image>_URL`` with the absolute url of the image (i.e.
1720
   ``BRANDING_DASHBOARD_URL = 'https://www.synnefo.com/images/my_dashboard.jpg'``).
1721

    
1722
   Note that the alternative text  for each image tag inside html documents is 
1723
   alt=“BRANDING_SERVICE_NAME {Dashboard, Compute. Console, Storage}” respectively.
1724

    
1725
.. note:: Retina optimized images:
1726

    
1727
   Synnefo UI is optimized for Retina displays. As far as images are concerned,  
1728
   `retina.js <http://retinajs.com/>`_ is used.
1729

    
1730
   Retina.js checks each image on a page to see if there is a high-resolution 
1731
   version of that image on your server. If a high-resolution variant exists, 
1732
   the script will swap in that image in-place.
1733

    
1734
   The script assumes you use  `Apple's prescribed high-resolution modifier (@2x)
1735
   <http://developer.apple.com/library/ios/#documentation/2DDrawing/Conceptual/
1736
   DrawingPrintingiOS/SupportingHiResScreensInViews/SupportingHiResScreensInViews
1737
   .html#//apple_ref/doc/uid/TP40010156-CH15-SW1>`_ to denote high-resolution 
1738
   image variants on your server.
1739

    
1740
   For each of the images that you wish the script to  replace, you must have a 
1741
   high-resolution variant in the same folder  named correctly and it will be 
1742
   detected automatically. For example if your image is in <my_directory> and is 
1743
   named "my_image.jpg" the script will look in the same directory for an image 
1744
   named "my_image@2x.jpg".
1745

    
1746
   In case that you don’t want to use a high-resolution image, the 
1747
   normal-resolution image will be visible.
1748

    
1749
More branding
1750
~~~~~~~~~~~~~
1751

    
1752
Although, it is not 100% branding-related, further verbal customization is
1753
feasible. 
1754

    
1755
**EMAILS**
1756

    
1757
The output of all email `*`.txt files will be already customized to contain your
1758
company and service names but you can further alter their content if you feel it
1759
best fits your needs as simple as creasynnefo template.    
1760

    
1761
In order to overwrite one or more email-templates you need to place your 
1762
modified <email-file>.txt files respecting the following structure:
1763
  
1764
  **/etc/synnefo/templates/**
1765
      **im/**
1766
          | activation_email.txt
1767
          | email.txt
1768
          | invitation.txt
1769
          | switch_accounts_email.txt
1770
          | welcome_email.txt
1771
          **projects/**
1772
              | project_approval_notification.txt
1773
              | project_denial_notification.txt    
1774
              | project_membership_change_notification.txt
1775
              | project_membership_enroll_notification.txt
1776
              | project_membership_leave_request_notification.txt
1777
              | project_membership_request_notification.txt
1778
              | project_suspension_notification.txt
1779
              | project_termination_notification.txt
1780
      **registration/**
1781
          | email_change_email.txt
1782
          | password_email.txt
1783

    
1784
Feel free to omit any of the above files you do not wish to overwrite.
1785

    
1786
Below is a list of all emails sent by Synnefo to users along with a short 
1787
description and a link to their content:
1788

    
1789
* ``snf-astakos-app/astakos/im/templates/im/email.txt``
1790
  Base email template. Contains a contact email and a “thank you” message.
1791
  (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/email.txt>`_)
1792
* ``snf-astakos-app/astakos/im/templates/im/activation_email.txt`` Email sent to
1793
  user that prompts  him/her to click on a link provided to activate the account.
1794
  Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/activation_email.txt>`_)
1795
* ``snf-astakos-app/astakos/im/templates/im/invitation.txt`` Email sent to an
1796
  invited user. He/she has to click on a link provided to activate the account.
1797
  Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/invitation.txt>`_)
1798
* ``snf-astakos-app/astakos/im/templates/im/switch_accounts_email.txt`` Email
1799
  sent to user upon his/her request to associate this email address with a
1800
  shibboleth account. He/she has to click on a link provided to activate the
1801
  association. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/switch_accounts_email.txt>`_)
1802
* ``snf-astakos-app/astakos/im/templates/im/welcome_email.txt`` Email sent to
1803
  inform the user that his/ her account has been activated. Extends “email.txt”
1804
  (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/welcome_email.txt>`_)
1805
* ``snf-astakos-app/astakos/im/templates/registration/email_change_email.txt``
1806
  Email sent to user when he/she has requested new email address assignment. The
1807
  user has to click on a link provided to validate this action. Extends
1808
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/registration/email_change_email.txt>`_)
1809
* ``snf-astakos-app/astakos/im/templates/registration/password_email.txt`` Email
1810
  sent for resetting password purpose. The user has to click on a link provided
1811
  to validate this action. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/registration/password_email.txt>`_)
1812
* ``snf-astakos-app/astakos/im/templates/im/projects/project_approval_notification.txt``
1813
  Informs  the project owner that his/her project has been approved. Extends
1814
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_approval_notification.txt>`_)
1815
* ``snf-astakos-app/astakos/im/templates/im/projects/project_denial_notification.txt``
1816
  Informs the project owner that his/her  project application has been denied
1817
  explaining the reasons. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_denial_notification.txt>`_)
1818
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_change_notification.txt``
1819
  An email is sent to a user containing information about his project membership
1820
  (whether he has been accepted, rejected or removed). Extends “email.txt” (`Link
1821
  <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_change_notification.txt>`_)
1822
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_enroll_notification.txt``
1823
  Informs a user that he/she  has been enrolled to a project. Extends
1824
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_enroll_notification.txt>`_)
1825
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_leave_request_notification.txt``
1826
  An email is sent to the project owner to make him aware of a  user having
1827
  requested to leave his project. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_leave_request_notification.txt>`_)
1828
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_request_notification.txt``
1829
  An email is sent to the project owner to make him/her aware of a user having
1830
  requested to join  his project. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_request_notification.txt>`_)
1831
* ``snf-astakos-app/astakos/im/templates/im/projects/project_suspension_notification.txt``
1832
  An email is sent to the project owner to make him/her aware of his/her project
1833
  having been suspended. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_suspension_notification.txt>`_)
1834
* ``snf-astakos-app/astakos/im/templates/im/projects/project_termination_notification.txt``
1835
  An email is sent to the project owner to make him/her aware of his/her project
1836
  having been terminated. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_termination_notification.txt>`_)
1837

    
1838
.. warning:: Django templates language:
1839

    
1840
  If you choose to  overwrite these email templates, be mindful of the necessary 
1841
  information contained in django template variables that must not be omitted, 
1842
  such as the activation link for activating one’s account and many more. 
1843
  These variables are contained into {{}} inside the templates.
1844

    
1845

    
1846
.. RabbitMQ
1847

    
1848
RabbitMQ Broker
1849
---------------
1850

    
1851
Queue nodes run the RabbitMQ sofware, which provides AMQP functionality. To
1852
guarantee high-availability, more than one Queue nodes should be deployed, each
1853
of them belonging to the same `RabbitMQ cluster
1854
<http://www.rabbitmq.com/clustering.html>`_. Synnefo uses the RabbitMQ
1855
active/active `High Available Queues <http://www.rabbitmq.com/ha.html>`_ which
1856
are mirrored between two nodes within a RabbitMQ cluster.
1857

    
1858
The RabbitMQ nodes that form the cluster, are declared to Synnefo through the
1859
`AMQP_HOSTS` setting. Each time a Synnefo component needs to connect to
1860
RabbitMQ, one of these nodes is chosen in a random way. The client that Synnefo
1861
uses to connect to RabbitMQ, handles connection failures transparently and
1862
tries to reconnect to a different node. As long as one of these nodes are up
1863
and running, functionality of Synnefo should not be downgraded by the RabbitMQ
1864
node failures.
1865

    
1866
All the queues that are being used are declared as durable, meaning that
1867
messages are persistently stored to RabbitMQ, until they get successfully
1868
processed by a client.
1869

    
1870
Currently, RabbitMQ is used by the following components:
1871

    
1872
* `snf-ganeti-eventd` and `snf-progress-monitor`:
1873
  These components send messages concerning the status and progress of
1874
  jobs in the Ganeti backend.
1875
* `snf-dispatcher`: This daemon, consumes the messages that are sent from
1876
  the above components, and updates the Cyclades DB accordingly.
1877

    
1878

    
1879
Installation
1880
~~~~~~~~~~~~
1881

    
1882
Please check the RabbitMQ documentation which covers extensively the
1883
`installation of RabbitMQ server <http://www.rabbitmq.com/download.html>`_ and
1884
the setup of a `RabbitMQ cluster <http://www.rabbitmq.com/clustering.html>`_.
1885
Also, check out the `web management plugin
1886
<http://www.rabbitmq.com/management.html>`_ that can be useful for managing and
1887
monitoring RabbitMQ.
1888

    
1889
For a basic installation of RabbitMQ on two nodes (node1 and node2) you can do
1890
the following:
1891

    
1892
On both nodes, install rabbitmq-server and create a Synnefo user:
1893

    
1894
.. code-block:: console
1895

    
1896
  $ apt-get install rabbitmq-server
1897
  $ rabbitmqctl add_user synnefo "example_pass"
1898
  $ rabbitmqctl set_permissions synnefo  ".*" ".*" ".*"
1899

    
1900
Also guarantee that both nodes share the same cookie, by running:
1901

    
1902
.. code-block:: console
1903

    
1904
  $ scp node1:/var/lib/rabbitmq/.erlang.cookie node2:/var/lib/rabbitmq/.erlang.cookie
1905

    
1906
and restart the nodes:
1907

    
1908
.. code-block:: console
1909

    
1910
  $ /etc/init.d/rabbitmq-server restart
1911

    
1912

    
1913
To setup the RabbitMQ cluster run:
1914

    
1915
.. code-block:: console
1916

    
1917
  root@node2: rabbitmqctl stop_app
1918
  root@node2: rabbitmqctl reset
1919
  root@node2: rabbitmqctl cluster rabbit@node1 rabbit@node2
1920
  root@node2: rabbitmqctl start_app
1921

    
1922
You can verify that the cluster is set up correctly by running:
1923

    
1924
.. code-block:: console
1925

    
1926
  root@node2: rabbitmqctl cluster_status
1927

    
1928

    
1929
Logging
1930
-------
1931

    
1932
Logging in Synnefo is using Python's logging module. The module is configured
1933
using dictionary configuration, whose format is described here:
1934

    
1935
http://docs.python.org/release/2.7.1/library/logging.html#logging-config-dictschema
1936

    
1937
The logging configuration dictionary is defined in
1938
``/etc/synnefo/10-snf-webproject-logging.conf``
1939

    
1940
The administrator can have logging control by modifying the ``LOGGING_SETUP``
1941
dictionary, and defining subloggers with different handlers and log levels.
1942

    
1943

    
1944
.. _scale-up:
1945

    
1946
Scaling up to multiple nodes
1947
============================
1948

    
1949
Here we will describe how should a large scale Synnefo deployment look like. Make
1950
sure you are familiar with Synnefo and Ganeti before proceeding with this section.
1951
This means you should at least have already set up successfully a working Synnefo
1952
deployment as described in the :ref:`Admin's Installation Guide
1953
<quick-install-admin-guide>` and also read the Administrator's Guide until this
1954
section.
1955

    
1956
Graph of a scale-out Synnefo deployment
1957
---------------------------------------
1958

    
1959
Each box in the following graph corresponds to a distinct physical node:
1960

    
1961
.. image:: images/synnefo-arch2-roles.png
1962
   :width: 100%
1963
   :target: _images/synnefo-arch2-roles.png
1964

    
1965
The above graph is actually the same with the one at the beginning of this
1966
:ref:`guide <admin-guide>`, with the only difference that here we show the
1967
Synnefo roles of each physical node. These roles are described in the
1968
following section.
1969

    
1970
.. _physical-node-roles:
1971

    
1972
Physical Node roles
1973
-------------------
1974

    
1975
As appears in the previous graph, a scale-out Synnefo deployment consists of
1976
multiple physical nodes that have the following roles:
1977

    
1978
* **WEBSERVER**: A web server running in front of gunicorn (e.g.: Apache, nginx)
1979
* **ASTAKOS**: The Astakos application (gunicorn)
1980
* **ASTAKOS_DB**: The Astakos database (postgresql)
1981
* **PITHOS**: The Pithos application (gunicorn)
1982
* **PITHOS_DB**: The Pithos database (postgresql)
1983
* **CYCLADES**: The Cyclades application (gunicorn)
1984
* **CYCLADES_DB**: The Cyclades database (postgresql)
1985
* **MQ**: The message queue (RabbitMQ)
1986
* **GANETI_MASTER**: The Ganeti master of a Ganeti cluster
1987
* **GANETI_NODE** : A VM-capable Ganeti node of a Ganeti cluster
1988

    
1989
You will probably also have:
1990

    
1991
* **CMS**: The CMS used as a frotend portal for the Synnefo services
1992
* **NS**: A nameserver serving all other Synnefo nodes and resolving Synnefo FQDNs
1993
* **CLIENT**: A machine that runs the Synnefo clients (e.g.: kamaki, Web UI),
1994
              most of the times, the end user's local machine
1995

    
1996
From this point we will also refer to the following groups of roles:
1997

    
1998
* **SYNNEFO**: [ **ASTAKOS**, **ASTAKOS_DB**, **PITHOS**, **PITHOS_DB**, **CYCLADES**, **CYCLADES_DB**, **MQ**, **CMS**]
1999
* **G_BACKEND**: [**GANETI_MASTER**, **GANETI_NODE**]
2000

    
2001
Of course, when deploying Synnefo you can combine multiple of the above roles on a
2002
single physical node, but if you are trying to scale out, the above separation
2003
gives you significant advantages.
2004

    
2005
So, in the next section we will take a look on what components you will have to
2006
install on each physical node depending on its Synnefo role. We assume the graph's
2007
architecture.
2008

    
2009
Components for each role
2010
------------------------
2011

    
2012
When deploying Synnefo in large scale, you need to install different Synnefo
2013
or/and third party components on different physical nodes according to their
2014
Synnefo role, as stated in the previous section.
2015

    
2016
Specifically:
2017

    
2018
Role **WEBSERVER**
2019
    * Synnefo components: `None`
2020
    * 3rd party components: Apache
2021
Role **ASTAKOS**
2022
    * Synnefo components: `snf-webproject`, `snf-astakos-app`
2023
    * 3rd party components: Django, Gunicorn
2024
Role **ASTAKOS_DB**
2025
    * Synnefo components: `None`
2026
    * 3rd party components: PostgreSQL
2027
Role **PITHOS**
2028
    * Synnefo components: `snf-webproject`, `snf-pithos-app`, `snf-pithos-webclient`
2029
    * 3rd party components: Django, Gunicorn
2030
Role **PITHOS_DB**
2031
    * Synnefo components: `None`
2032
    * 3rd party components: PostgreSQL
2033
Role **CYCLADES**
2034
    * Synnefo components: `snf-webproject`, `snf-cyclades-app`, `snf-vncauthproxy`
2035
    * 3rd party components: Django Gunicorn
2036
Role **CYCLADES_DB**
2037
    * Synnefo components: `None`
2038
    * 3rd party components: PostgreSQL
2039
Role **MQ**
2040
    * Synnefo components: `None`
2041
    * 3rd party components: RabbitMQ
2042
Role **GANETI_MASTER**
2043
    * Synnefo components: `snf-cyclades-gtools`
2044
    * 3rd party components: Ganeti
2045
Role **GANETI_NODE**
2046
    * Synnefo components: `snf-cyclades-gtools`, `snf-network`, `snf-image`, `nfdhcpd`
2047
    * 3rd party components: Ganeti
2048
Role **CMS**
2049
    * Synnefo components: `snf-webproject`, `snf-cloudcms`
2050
    * 3rd party components: Django, Gunicorn
2051
Role **NS**
2052
    * Synnefo components: `None`
2053
    * 3rd party components: BIND
2054
Role **CLIENT**
2055
    * Synnefo components: `kamaki`, `snf-image-creator`
2056
    * 3rd party components: `None`
2057

    
2058
Example scale out installation
2059
------------------------------
2060

    
2061
In this section we describe an example of a medium scale installation which
2062
combines multiple roles on 10 different physical nodes. We also provide a
2063
:ref:`guide <i-synnefo>` to help with such an install.
2064

    
2065
We assume that we have the following 10 physical nodes with the corresponding
2066
roles:
2067

    
2068
Node1:
2069
    **WEBSERVER**, **ASTAKOS**
2070
      Guide sections:
2071
        * :ref:`apt <i-apt>`
2072
        * :ref:`gunicorn <i-gunicorn>`
2073
        * :ref:`apache <i-apache>`
2074
        * :ref:`snf-webproject <i-webproject>`
2075
        * :ref:`snf-astakos-app <i-astakos>`
2076
Node2:
2077
    **WEBSERVER**, **PITHOS**
2078
      Guide sections:
2079
        * :ref:`apt <i-apt>`
2080
        * :ref:`gunicorn <i-gunicorn>`
2081
        * :ref:`apache <i-apache>`
2082
        * :ref:`snf-webproject <i-webproject>`
2083
        * :ref:`snf-pithos-app <i-pithos>`
2084
        * :ref:`snf-pithos-webclient <i-pithos>`
2085
Node3:
2086
    **WEBSERVER**, **CYCLADES**
2087
      Guide sections:
2088
        * :ref:`apt <i-apt>`
2089
        * :ref:`gunicorn <i-gunicorn>`
2090
        * :ref:`apache <i-apache>`
2091
        * :ref:`snf-webproject <i-webproject>`
2092
        * :ref:`snf-cyclades-app <i-cyclades>`
2093
        * :ref:`snf-vncauthproxy <i-cyclades>`
2094
Node4:
2095
    **WEBSERVER**, **CMS**
2096
      Guide sections:
2097
        * :ref:`apt <i-apt>`
2098
        * :ref:`gunicorn <i-gunicorn>`
2099
        * :ref:`apache <i-apache>`
2100
        * :ref:`snf-webproject <i-webproject>`
2101
        * :ref:`snf-cloudcms <i-cms>`
2102
Node5:
2103
    **ASTAKOS_DB**, **PITHOS_DB**, **CYCLADES_DB**
2104
      Guide sections:
2105
        * :ref:`apt <i-apt>`
2106
        * :ref:`postgresql <i-db>`
2107
Node6:
2108
    **MQ**
2109
      Guide sections:
2110
        * :ref:`apt <i-apt>`
2111
        * :ref:`rabbitmq <i-mq>`
2112
Node7:
2113
    **GANETI_MASTER**, **GANETI_NODE**
2114
      Guide sections:
2115
        * :ref:`apt <i-apt>`
2116
        * :ref:`general <i-backends>`
2117
        * :ref:`ganeti <i-ganeti>`
2118
        * :ref:`snf-cyclades-gtools <i-gtools>`
2119
        * :ref:`snf-network <i-network>`
2120
        * :ref:`snf-image <i-image>`
2121
        * :ref:`nfdhcpd <i-network>`
2122
Node8:
2123
    **GANETI_NODE**
2124
      Guide sections:
2125
        * :ref:`apt <i-apt>`
2126
        * :ref:`general <i-backends>`
2127
        * :ref:`ganeti <i-ganeti>`
2128
        * :ref:`snf-cyclades-gtools <i-gtools>`
2129
        * :ref:`snf-network <i-network>`
2130
        * :ref:`snf-image <i-image>`
2131
        * :ref:`nfdhcpd <i-network>`
2132
Node9:
2133
    **GANETI_NODE**
2134
      Guide sections:
2135
        `Same as Node8`
2136
Node10:
2137
    **GANETI_NODE**
2138
      Guide sections:
2139
        `Same as Node8`
2140

    
2141
All sections: :ref:`Scale out Guide <i-synnefo>`
2142

    
2143

    
2144
Upgrade Notes
2145
=============
2146

    
2147
.. toctree::
2148
   :maxdepth: 1
2149

    
2150
   v0.12 -> v0.13 <upgrade/upgrade-0.13>
2151
   v0.13 -> v0.14 <upgrade/upgrade-0.14>
2152
   v0.14 -> v0.14.2 <upgrade/upgrade-0.14.2>
2153
   v0.14.5 -> v0.14.6 <upgrade/upgrade-0.14.6>
2154
   v0.14.7 -> v0.14.8 <upgrade/upgrade-0.14.8>
2155
   v0.14.9 -> v0.14.10 <upgrade/upgrade-0.14.10>
2156
   v0.14 -> v0.15 <upgrade/upgrade-0.15>
2157

    
2158

    
2159
Changelog, NEWS
2160
===============
2161

    
2162

    
2163
* v0.14.10 :ref:`Changelog <Changelog-0.14.10>`, :ref:`NEWS <NEWS-0.14.10>`
2164
* v0.14.9 :ref:`Changelog <Changelog-0.14.9>`, :ref:`NEWS <NEWS-0.14.9>`
2165
* v0.14.8 :ref:`Changelog <Changelog-0.14.8>`, :ref:`NEWS <NEWS-0.14.8>`
2166
* v0.14.7 :ref:`Changelog <Changelog-0.14.7>`, :ref:`NEWS <NEWS-0.14.7>`
2167
* v0.14.6 :ref:`Changelog <Changelog-0.14.6>`, :ref:`NEWS <NEWS-0.14.6>`
2168
* v0.14.5 :ref:`Changelog <Changelog-0.14.5>`, :ref:`NEWS <NEWS-0.14.5>`
2169
* v0.14.4 :ref:`Changelog <Changelog-0.14.4>`, :ref:`NEWS <NEWS-0.14.4>`
2170
* v0.14.3 :ref:`Changelog <Changelog-0.14.3>`, :ref:`NEWS <NEWS-0.14.3>`
2171
* v0.14.2 :ref:`Changelog <Changelog-0.14.2>`, :ref:`NEWS <NEWS-0.14.2>`
2172
* v0.14 :ref:`Changelog <Changelog-0.14>`, :ref:`NEWS <NEWS-0.14>`
2173
* v0.13 :ref:`Changelog <Changelog-0.13>`, :ref:`NEWS <NEWS-0.13>`