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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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In 20-snf-astakos-app-settings.conf, 
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uncomment the default setting ``ASTAKOS_SERVICES``
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and customize the ``'uplimit'`` values.
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These are the default base quota for all users.
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To apply your configuration run::
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    # snf-manage astakos-init --load-service-resources
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    # snf-manage quota --sync
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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' --set-base-quota 'cyclades.vm' 10
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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 --limit <number>
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You can also set a user-specific limit with::
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    # snf-manage user-modify 'user-uuid' --set-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
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everything correctly.
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Astakos internals
431
-----------------
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X-Auth-Token
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~~~~~~~~~~~~
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Alice requests a specific resource from a cloud service e.g.: Pithos. In the
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request she supplies the `X-Auth-Token` to identify whether she is eligible to
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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
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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
449
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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451
Astakos incorporates Django user authentication system and extends its User model.
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Since username field of django User model has a limitation of 30 characters,
454
AstakosUser is **uniquely** identified by the ``email`` instead. Therefore,
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``astakos.im.authentication_backends.EmailBackend`` is served to authenticate a
456
user using email if the first argument is actually an email, otherwise tries
457
the username.
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A new AstakosUser instance is assigned with a uui as username and also with a
460
``auth_token`` used by the cloud services to authenticate the user.
461
``astakos.im.authentication_backends.TokenBackend`` is also specified in order
462
to authenticate the user using the email and the token fields.
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Logged on users can perform a number of actions:
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466
 * access and edit their profile via: ``/im/profile``.
467
 * change their password via: ``/im/password``
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 * send feedback for grnet services via: ``/im/send_feedback``
469
 * logout (and delete cookie) via: ``/im/logout``
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Internal Astakos requests are handled using cookie-based Django user sessions.
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External systems should forward to the ``/login`` URI. The server,
474
depending on its configuration will redirect to the appropriate login page.
475
When done with logging in, the service's login URI should redirect to the URI
476
provided with next, adding user and token parameters, which contain the email
477
and token fields respectively.
478

    
479
The login URI accepts the following parameters:
480

    
481
======================  =========================
482
Request Parameter Name  Value
483
======================  =========================
484
next                    The URI to redirect to when the process is finished
485
renew                   Force token renewal (no value parameter)
486
force                   Force logout current user (no value parameter)
487
======================  =========================
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489
External systems inside the ``ASTAKOS_COOKIE_DOMAIN`` scope can acquire the
490
user information by the cookie identified by ``ASTAKOS_COOKIE_NAME`` setting
491
(set during the login procedure).
492

    
493
Finally, backend systems having acquired a token can use the
494
:ref:`authenticate-api-label` API call from a private network or through HTTPS.
495

    
496

    
497

    
498
Compute/Network/Image Service (Cyclades)
499
========================================
500

    
501
Working with Cyclades
502
---------------------
503

    
504
Managing Ganeti Backends
505
~~~~~~~~~~~~~~~~~~~~~~~~
506

    
507
Since v0.11, Synnefo is able to manage multiple Ganeti clusters (backends)
508
making it capable to scale linearly to tens of thousands of VMs. Backends
509
can be dynamically added or removed via `snf-manage` commands.
510

    
511
Each newly created VM is allocated to a Ganeti backend by the Cyclades backend
512
allocator. The VM is "pinned" to this backend, and can not change through its
513
lifetime. The backend allocator decides in which backend to spawn the VM based
514
on the available resources of each backend, trying to balance the load between
515
them.
516

    
517
Handling of Networks, as far as backends are concerned, is based on whether the
518
network is public or not. Public networks are created through the `snf-manage
519
network-create` command, and are only created on one backend. Private networks
520
are created on all backends, in order to ensure that VMs residing on different
521
backends can be connected to the same private network.
522

    
523
Listing existing backends
524
`````````````````````````
525
To list all the Ganeti backends known to Synnefo, we run:
526

    
527
.. code-block:: console
528

    
529
   $ snf-manage backend-list
530

    
531
Adding a new Ganeti backend
532
```````````````````````````
533
Backends are dynamically added under the control of Synnefo with `snf-manage
534
backend-add` command. In this section it is assumed that a Ganeti cluster,
535
named ``cluster.example.com`` is already up and running and configured to be
536
able to host Synnefo VMs.
537

    
538
To add this Ganeti cluster, we run:
539

    
540
.. code-block:: console
541

    
542
   $ snf-manage backend-add --clustername=cluster.example.com --user="synnefo_user" --pass="synnefo_pass"
543

    
544
where ``clustername`` is the Cluster hostname of the Ganeti cluster, and
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``user`` and ``pass`` are the credentials for the `Ganeti RAPI user
546
<http://docs.ganeti.org/ganeti/2.2/html/rapi.html#users-and-passwords>`_.  All
547
backend attributes can be also changed dynamically using the `snf-manage
548
backend-modify` command.
549

    
550
``snf-manage backend-add`` will also create all existing private networks to
551
the new backend. You can verify that the backend is added, by running
552
`snf-manage backend-list`.
553

    
554
Note that no VMs will be spawned to this backend, since by default it is in a
555
``drained`` state after addition and also it has no public network assigned to
556
it.
557

    
558
So, first you need to create its public network, make sure everything works as
559
expected and finally make it active by un-setting the ``drained`` flag. You can
560
do this by running:
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562
.. code-block:: console
563

    
564
   $ snf-manage backend-modify --drained=False <backend_id>
565

    
566
Removing an existing Ganeti backend
567
```````````````````````````````````
568
In order to remove an existing backend from Synnefo, we run:
569

    
570
.. code-block:: console
571

    
572
   # snf-manage backend-remove <backend_id>
573

    
574
This command will fail if there are active VMs on the backend. Also, the
575
backend is not cleaned before removal, so all the Synnefo private networks
576
will be left on the Ganeti nodes. You need to remove them manually.
577

    
578
Allocation of VMs in Ganeti backends
579
````````````````````````````````````
580
As already mentioned, the Cyclades backend allocator is responsible for
581
allocating new VMs to backends. This allocator does not choose the exact Ganeti
582
node that will host the VM but just the Ganeti backend. The exact node is
583
chosen by the Ganeti cluster's allocator (hail).
584

    
585
The decision about which backend will host a VM is based on the available
586
resources. The allocator computes a score for each backend, that shows its load
587
factor, and the one with the minimum score is chosen. The admin can exclude
588
backends from the allocation phase by marking them as ``drained`` by running:
589

    
590
.. code-block:: console
591

    
592
   $ snf-manage backend-modify --drained=True <backend_id>
593

    
594
The backend resources are periodically updated, at a period defined by
595
the ``BACKEND_REFRESH_MIN`` setting, or by running `snf-manage backend-update-status`
596
command. It is advised to have a cron job running this command at a smaller
597
interval than ``BACKEND_REFRESH_MIN`` in order to remove the load of refreshing
598
the backends stats from the VM creation phase.
599

    
600
Finally, the admin can decide to have a user's VMs being allocated to a
601
specific backend, with the ``BACKEND_PER_USER`` setting. This is a mapping
602
between users and backends. If the user is found in ``BACKEND_PER_USER``, then
603
Synnefo allocates all his/hers VMs to the specific backend in the variable,
604
even if is marked as drained (useful for testing).
605

    
606
Managing Virtual Machines
607
~~~~~~~~~~~~~~~~~~~~~~~~~
608

    
609
As mentioned, Cyclades uses Ganeti for management of VMs. The administrator can
610
handle Cyclades VMs just like any other Ganeti instance, via `gnt-instance`
611
commands. All Ganeti instances that belong to Synnefo, are separated from
612
others, by a prefix in their names. This prefix is defined in
613
``BACKEND_PREFIX_ID`` setting in
614
``/etc/synnefo/20-snf-cyclades-app-backend.conf``.
615

    
616
Apart from handling instances directly in the Ganeti level, a number of `snf-manage`
617
commands are available:
618

    
619
* ``snf-manage server-list``: List servers
620
* ``snf-manage server-show``: Show information about a server in the Cyclades DB
621
* ``snf-manage server-inspect``: Inspect the state of a server both in DB and Ganeti
622
* ``snf-manage server-modify``: Modify the state of a server in the Cycldes DB
623
* ``snf-manage server-create``: Create a new server
624
* ``snf-manage server-import``: Import an existing Ganeti instance to Cyclades
625

    
626

    
627
Managing Virtual Networks
628
~~~~~~~~~~~~~~~~~~~~~~~~~
629

    
630
Cyclades is able to create and manage Virtual Networks. Networking is
631
desployment specific and must be customized based on the specific needs of the
632
system administrator. For better understanding of networking please refer to
633
the :ref:`Network <networks>` section.
634

    
635
Exactly as Cyclades VMs can be handled like Ganeti instances, Cyclades Networks
636
can also by handled as Ganeti networks, via `gnt-network commands`. All Ganeti
637
networks that belong to Synnefo are named with the prefix
638
`${BACKEND_PREFIX_ID}-net-`.
639

    
640
There are also the following `snf-manage` commands for managing networks:
641

    
642
* ``snf-manage network-list``: List networks
643
* ``snf-manage network-show``: Show information about a network in the Cyclades DB
644
* ``snf-manage network-inspect``: Inspect the state of the network in DB and Ganeti backends
645
* ``snf-manage network-modify``: Modify the state of a network in the Cycldes DB
646
* ``snf-manage network-create``: Create a new network
647
* ``snf-manage network-remove``: Remove an existing network
648

    
649
Managing Network Resources
650
``````````````````````````
651

    
652
Proper operation of the Cyclades Network Service depends on the unique
653
assignment of specific resources to each type of virtual network. Specifically,
654
these resources are:
655

    
656
* IP addresses. Cyclades creates a Pool of IPs for each Network, and assigns a
657
  unique IP address to each VM, thus connecting it to this Network. You can see
658
  the IP pool of each network by running `snf-manage network-inspect
659
  <network_ID>`. IP pools are automatically created and managed by Cyclades,
660
  depending on the subnet of the Network.
661
* Bridges corresponding to physical VLANs, which are required for networks of
662
  type `PRIVATE_PHYSICAL_VLAN`.
663
* One Bridge corresponding to one physical VLAN which is required for networks of
664
  type `PRIVATE_MAC_PREFIX`.
665

    
666
Cyclades allocates those resources from pools that are created by the
667
administrator with the `snf-manage pool-create` management command.
668

    
669
Pool Creation
670
`````````````
671
Pools are created using the `snf-manage pool-create` command:
672

    
673
.. code-block:: console
674

    
675
   # snf-manage pool-create --type=bridge --base=prv --size=20
676

    
677
will create a pool of bridges, containing bridges prv1, prv2,..prv21.
678

    
679
You can verify the creation of the pool, and check its contents by running:
680

    
681
.. code-block:: console
682

    
683
   # snf-manage pool-list
684
   # snf-manage pool-show --type=bridge 1
685

    
686
With the same commands you can handle a pool of MAC prefixes. For example:
687

    
688
.. code-block:: console
689

    
690
   # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
691

    
692
will create a pool of MAC prefixes from ``aa:00:1`` to ``b9:ff:f``. The MAC
693
prefix pool is responsible for providing only unicast and locally administered
694
MAC addresses, so many of these prefixes will be externally reserved, to
695
exclude from allocation.
696

    
697

    
698
Cyclades advanced operations
699
----------------------------
700

    
701
Reconciliation mechanism
702
~~~~~~~~~~~~~~~~~~~~~~~~
703

    
704
On certain occasions, such as a Ganeti or RabbitMQ failure, the state of
705
Cyclades database may differ from the real state of VMs and networks in the
706
Ganeti backends. The reconciliation process is designed to synchronize
707
the state of the Cyclades DB with Ganeti. There are two management commands
708
for reconciling VMs and Networks
709

    
710
Reconciling Virtual Machines
711
````````````````````````````
712

    
713
Reconciliation of VMs detects the following conditions:
714

    
715
 * Stale DB servers without corresponding Ganeti instances
716
 * Orphan Ganeti instances, without corresponding DB entries
717
 * Out-of-sync state for DB entries wrt to Ganeti instances
718

    
719
To detect all inconsistencies you can just run:
720

    
721
.. code-block:: console
722

    
723
  $ snf-manage reconcile-servers
724

    
725
Adding the `--fix-all` option, will do the actual synchronization:
726

    
727
.. code-block:: console
728

    
729
  $ snf-manage reconcile --fix-all
730

    
731
Please see ``snf-manage reconcile --help`` for all the details.
732

    
733
Reconciling Networks
734
````````````````````
735

    
736
Reconciliation of Networks detects the following conditions:
737

    
738
  * Stale DB networks without corresponding Ganeti networks
739
  * Orphan Ganeti networks, without corresponding DB entries
740
  * Private networks that are not created to all Ganeti backends
741
  * Unsynchronized IP pools
742

    
743
To detect all inconsistencies you can just run:
744

    
745
.. code-block:: console
746

    
747
  $ snf-manage reconcile-networks
748

    
749
Adding the `--fix-all` option, will do the actual synchronization:
750

    
751
.. code-block:: console
752

    
753
  $ snf-manage reconcile-networks --fix-all
754

    
755
Please see ``snf-manage reconcile-networks --help`` for all the details.
756

    
757

    
758
Cyclades internals
759
------------------
760

    
761
Asynchronous communication with Ganeti backends
762
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
763
Synnefo uses Google Ganeti backends for VM cluster management. In order for
764
Cyclades to be able to handle thousands of user requests, Cyclades and Ganeti
765
communicate asynchronously. Briefly, requests are submitted to Ganeti through
766
Ganeti's RAPI/HTTP interface, and then asynchronous notifications about the
767
progress of Ganeti jobs are being created and pushed upwards to Cyclades. The
768
architecture and communication with a Ganeti backend is shown in the graph
769
below:
770

    
771
.. image:: images/cyclades-ganeti-communication.png
772
   :width: 50%
773
   :target: _images/cyclades-ganeti-communication.png
774

    
775
The Cyclades API server is responsible for handling user requests. Read-only
776
requests are directly served by looking up the Cyclades DB. If the request
777
needs an action in the Ganeti backend, Cyclades submit jobs to the Ganeti
778
master using the `Ganeti RAPI interface
779
<http://docs.ganeti.org/ganeti/2.2/html/rapi.html>`_.
780

    
781
While Ganeti executes the job, `snf-ganeti-eventd`, `snf-ganeti-hook` and
782
`snf-progress-monitor` are monitoring the progress of the job and send
783
corresponding messages to the RabbitMQ servers. These components are part
784
of `snf-cyclades-gtools` and must be installed on all Ganeti nodes. Specially:
785

    
786
* *snf-ganeti-eventd* sends messages about operations affecting the operating
787
  state of instances and networks. Works by monitoring the Ganeti job queue.
788
* *snf-ganeti_hook* sends messages about the NICs of instances. It includes a
789
  number of `Ganeti hooks <http://docs.ganeti.org/ganeti/2.2/html/hooks.html>`_
790
  for customisation of operations.
791
* *snf-progress_monitor* sends messages about the progress of the Image deployment
792
  phase which is done by the Ganeti OS Definition `snf-image`.
793

    
794
Finally, `snf-dispatcher` consumes messages from the RabbitMQ queues, processes
795
these messages and properly updates the state of the Cyclades DB. Subsequent
796
requests to the Cyclades API, will retrieve the updated state from the DB.
797

    
798

    
799

    
800
Block Storage Service (Archipelago)
801
===================================
802

    
803
Overview
804
--------
805
Archipelago offers Copy-On-Write snapshotable volumes. Pithos images can be used
806
to provision a volume with Copy-On-Write semantics (i.e. a clone). Snapshots
807
offer a unique deduplicated image of a volume, that reflects the volume state
808
during snapshot creation and are indistinguishable from a Pithos image.
809

    
810
Archipelago is used by Cyclades and Ganeti for fast provisioning of VMs based on
811
CoW volumes. Moreover, it enables live migration of thinly-provisioned VMs with
812
no physically shared storage.
813

    
814
Archipelago Architecture
815
------------------------
816

    
817
.. image:: images/archipelago-architecture.png
818
   :width: 50%
819
   :target: _images/archipelago-architecture.png
820

    
821
.. _syn+archip+rados:
822

    
823
Overview of Synnefo + Archipelago + RADOS
824
-----------------------------------------
825

    
826
.. image:: images/synnefo-arch3.png
827
   :width: 100%
828
   :target: _images/synnefo-arch3.png
829

    
830
Prereqs
831
-------
832

    
833
The administrator must initialize the storage backend where archipelago volume
834
blocks will reside.
835

    
836
In case of a files backend, the administrator must create two directories. One
837
for the archipelago data blocks and one for the archipelago map blocks. These
838
should probably be over shared storage to enable sharing archipelago volumes
839
between multiple nodes. He or she, must also be able to supply a directory where
840
the pithos data and map blocks reside.
841

    
842
In case of a RADOS backend, the administrator must create two rados pools, one
843
for data blocks, and one for the map blocks. These pools, must be the same pools
844
used in pithos, in order to enable volume creation based on pithos images.
845

    
846
Installation
847
------------
848

    
849
Archipelago consists of
850

    
851
* ``libxseg0``: libxseg used to communicate over shared memory segments
852
* ``python-xseg``: python bindings for libxseg
853
* ``archipelago-kernel-dkms``: contains archipelago kernel modules to provide
854
  block devices to be used as vm disks
855
* ``python-archipelago``: archipelago python module. Includes archipelago and
856
  vlmc functionality.
857
* ``archipelago``: user space tools and peers for the archipelago management and
858
  volume composition
859
* ``archipelago-ganeti``: ganeti ext storage scripts, that enable ganeti to
860
  provision VMs over archipelago
861

    
862
Performing
863

    
864
.. code-block:: console
865

    
866
  $ apt-get install archipelago-ganeti 
867

    
868
should fetch all the required packages and get you up 'n going with archipelago
869

    
870
Bare in mind, that custom librados is required, which is provided in the apt
871
repo of GRNet.
872

    
873

    
874
For now, librados is a dependency of archipelago, even if you do not intend to
875
use archipelago over RADOS.
876

    
877
Configuration
878
-------------
879
Archipelago should work out of the box with a RADOS backend, but basic
880
configuration can be done in ``/etc/default/archipelago`` .
881

    
882
If you wish to change the storage backend to files, set
883

    
884
.. code-block:: console
885

    
886
   STORAGE="files"
887

    
888
and provide the appropriate settings for files storage backend in the conf file.
889

    
890
These are:
891

    
892
* ``FILED_IMAGES``: directory for archipelago data blocks.
893
* ``FILED_MAPS``: directory for archipelago map blocks.
894
* ``PITHOS``: directory of pithos data blocks.
895
* ``PITHOSMAPS``: directory of pithos map blocks.
896

    
897
The settings for RADOS storage backend are:
898

    
899
* ``RADOS_POOL_MAPS``: The pool where archipelago and pithos map blocks reside.
900
* ``RADOS_POOL_BLOCKS``: The pool where archipelago and pithos data blocks
901
  reside.
902

    
903
Examples can be found in the conf file.
904

    
905
Be aware that archipelago infrastructure doesn't provide default values for this
906
settings. If they are not set in the conf file, archipelago will not be able to
907
function.
908

    
909
Archipelago also provides ``VERBOSITY`` config options to control the output
910
generated by the userspace peers.
911

    
912
The available options are:
913

    
914
* ``VERBOSITY_BLOCKERB``
915
* ``VERBOSITY_BLOCKERM``
916
* ``VERBOSITY_MAPPER``
917
* ``VERBOSITY_VLMC``
918

    
919
and the available values are:
920

    
921
* 0 : Error only logging.
922
* 1 : Warning logging.
923
* 2 : Info logging.
924
* 3 : Debug logging. WARNING: This options produces tons of output, but the
925
  logrotate daemon should take care of it.
926

    
927
Working with Archipelago
928
------------------------
929

    
930
``archipelago`` provides basic functionality for archipelago.
931

    
932
Usage:
933

    
934
.. code-block:: console
935

    
936
  $ archipelago [-u] command
937

    
938

    
939
Currently it supports the following commands:
940

    
941
* ``start [peer]``
942
  Starts archipelago or the specified peer.
943
* ``stop [peer]``
944
  Stops archipelago or the specified peer.
945
* ``restart [peer]``
946
  Restarts archipelago or the specified peer.
947
* ``status``
948
  Show the status of archipelago.
949

    
950
Available peers: ``blockerm``, ``blockerb``, ``mapperd``, ``vlmcd``.
951

    
952

    
953
``start``, ``stop``, ``restart`` can be combined with the ``-u / --user`` option
954
to affect only the userspace peers supporting archipelago.
955

    
956

    
957

    
958
Archipelago advanced operations
959
-------------------------------
960
The ``vlmc`` tool provides a way to interact with archipelago volumes
961

    
962
* ``vlmc map <volumename>``: maps the volume to a xsegbd device.
963

    
964
* ``vlmc unmap </dev/xsegbd[1-..]>``: unmaps the specified device from the
965
  system.
966

    
967
* ``vlmc create <volumename> --snap <snapname> --size <size>``: creates a new
968
  volume named <volumename> from snapshot name <snapname> with size <size>.
969
  The ``--snap`` and ``--size`` are optional, but at least one of them is
970
  mandatory. e.g:
971

    
972
  ``vlmc create <volumename> --snap <snapname>`` creates a volume named
973
  volumename from snapshot snapname. The size of the volume is the same as
974
  the size of the snapshot.
975

    
976
  ``vlmc create <volumename> --size <size>`` creates an empty volume of size
977
  <size> named <volumename>.
978

    
979
* ``vlmc remove <volumename>``: removes the volume and all the related
980
  archipelago blocks from storage.
981

    
982
* ``vlmc list``: provides a list of archipelago volumes. Currently only works
983
  with RADOS storage backend.
984

    
985
* ``vlmc info <volumename>``: shows volume information. Currently returns only
986
  volume size.
987

    
988
* ``vlmc open <volumename>``: opens an archipelago volume. That is, taking all
989
  the necessary locks and also make the rest of the infrastructure aware of the
990
  operation.
991

    
992
  This operation succeeds if the volume is alread opened.
993

    
994
* ``vlmc close <volumename>``: closes an archipelago volume. That is, performing
995
  all the necessary functions in the insfrastrure to successfully release the
996
  volume. Also releases all the acquired locks.
997

    
998
  ``vlmc close`` should be performed after a ``vlmc open`` operation.
999

    
1000
* ``vlmc lock <volumename>``: locks a volume. This step allow the administrator
1001
  to lock an archipelago volume, independently from the rest of the
1002
  infrastrure.
1003

    
1004
* ``vlmc unlock [-f] <volumename>``: unlocks a volume. This allow the
1005
  administrator to unlock a volume, independently from the rest of the
1006
  infrastructure.
1007
  The unlock option can be performed only by the blocker that acquired the lock
1008
  in the first place. To unlock a volume from another blocker, ``-f`` option
1009
  must be used to break the lock.
1010

    
1011

    
1012
Synnefo management commands ("snf-manage")
1013
==========================================
1014

    
1015
Each Synnefo service, Astakos, Pithos and Cyclades are controlled by the
1016
administrator using the "snf-manage" admin tool. This tool is an extension of
1017
the Django command-line management utility. It is run on the host that runs
1018
each service and provides different types of commands depending the services
1019
running on the host. If you are running more than one service on the same host
1020
"snf-manage" adds all the corresponding commands for each service dynamically,
1021
providing a unified admin environment.
1022

    
1023
To run "snf-manage" you just type:
1024

    
1025
.. code-block:: console
1026

    
1027
   # snf-manage <command> [arguments]
1028

    
1029
on the corresponding host that runs the service. For example, if you have all
1030
services running on different physical hosts you would do:
1031

    
1032
.. code-block:: console
1033

    
1034
   root@astakos-host # snf-manage <astakos-command> [argument]
1035
   root@pithos-host # snf-manage <pithos-command> [argument]
1036
   root@cyclades-host # snf-manage <cyclades-command> [argument]
1037

    
1038
If you have all services running on the same host you would do:
1039

    
1040
.. code-block:: console
1041

    
1042
   root@synnefo-host # snf-manage <{astakos,pithos,cyclades}-command> [argument]
1043

    
1044
Note that you cannot execute a service's command on a host that is not running
1045
this service. For example, the following will return an error if Astakos and
1046
Cyclades are installed on different physical hosts:
1047

    
1048
.. code-block:: console
1049

    
1050
   root@astakos-host # snf-manage <cyclades-command> [argument]
1051
   Unknown command: 'cyclades-command'
1052
   Type 'snf-manage help' for usage.
1053

    
1054
This is the complete list of "snf-manage" commands for each service.
1055

    
1056
Astakos snf-manage commands
1057
---------------------------
1058

    
1059
============================  ===========================
1060
Name                          Description
1061
============================  ===========================
1062
fix-superusers                Transform superusers created by syncdb into AstakosUser instances
1063
cleanup-full                  Cleanup sessions and session catalog
1064
commission-list               List pending commissions
1065
commission-show               Show details for a pending commission
1066
component-add                 Register a component
1067
component-list                List components
1068
component-modify              Modify component attributes
1069
project-control               Manage projects and applications
1070
project-list                  List projects
1071
project-show                  Show project details
1072
quota                         List and check the integrity of user quota
1073
reconcile-resources-astakos   Reconcile resource usage of Quotaholder with Astakos DB
1074
resource-export-astakos       Export astakos resources in json format
1075
resource-import               Register resources
1076
resource-list                 List resources
1077
resource-modify               Modify a resource's default base quota and boolean flags
1078
service-import                Register services
1079
service-list                  List services
1080
service-show                  Show service details
1081
term-add                      Add approval terms
1082
user-activation-send          Send user activation
1083
user-add                      Add user
1084
authpolicy-add                Create a new authentication provider policy profile
1085
authpolicy-list               List existing authentication provider policy profiles
1086
authpolicy-remove             Remove an authentication provider policy
1087
authpolicy-set                Assign an existing authentication provider policy profile to a user or group
1088
authpolicy-show               Show authentication provider profile details
1089
group-add                     Create a group with the given name
1090
group-list                    List available groups
1091
user-list                     List users
1092
user-modify                   Modify user
1093
user-show                     Show user details
1094
============================  ===========================
1095

    
1096
Pithos snf-manage commands
1097
--------------------------
1098

    
1099
============================  ===========================
1100
Name                          Description
1101
============================  ===========================
1102
reconcile-commissions-pithos  Display unresolved commissions and trigger their recovery
1103
resource-export-pithos        Export pithos resources in json format
1104
reconcile-resources-pithos    Detect unsynchronized usage between Astakos and Pithos DB resources and synchronize them if specified so.
1105
============================  ===========================
1106

    
1107
Cyclades snf-manage commands
1108
----------------------------
1109

    
1110
============================== ===========================
1111
Name                           Description
1112
============================== ===========================
1113
backend-add                    Add a new Ganeti backend
1114
backend-list                   List backends
1115
backend-modify                 Modify a backend
1116
backend-update-status          Update backend statistics for instance allocation
1117
backend-remove                 Remove a Ganeti backend
1118
server-create                  Create a new server
1119
server-show                    Show server details
1120
server-list                    List servers
1121
server-modify                  Modify a server
1122
server-import                  Import an existing Ganeti VM into synnefo
1123
server-inspect                 Inspect a server in DB and Ganeti
1124
network-create                 Create a new network
1125
network-list                   List networks
1126
network-modify                 Modify a network
1127
network-inspect                Inspect network state in DB and Ganeti
1128
network-remove                 Delete a network
1129
flavor-create                  Create a new flavor
1130
flavor-list                    List flavors
1131
flavor-modify                  Modify a flavor
1132
image-list                     List images
1133
image-show                     Show image details
1134
pool-create                    Create a bridge or mac-prefix pool
1135
pool-show                      Show pool details
1136
pool-list                      List pools
1137
pool-modify                    Modify a pool
1138
pool-remove                    Delete a pool
1139
queue-inspect                  Inspect the messages of a RabbitMQ queue
1140
queue-retry                    Resend messages from Dead Letter queues to original exchanges
1141
resource-export-cyclades       Export Cyclades resources in JSON format.
1142
service-export-cyclades        Export Cyclades services in JSON format.
1143
reconcile-servers              Reconcile servers of Synnefo DB with state of Ganeti backend
1144
reconcile-networks             Reconcile networks of Synnefo DB with state of Ganeti backend
1145
reconcile-pools                Check consistency of pool resources
1146
reconcile-commissions-cyclades Detect and resolve pending commissions to Quotaholder
1147
reconcile-resources-cyclades   Reconcile resource usage of Astakos with Cyclades DB.
1148
============================== ===========================
1149

    
1150
Astakos helper scripts
1151
======================
1152

    
1153
Astakos includes two scripts to facilitate the installation procedure.
1154
Running:
1155

    
1156
.. code-block:: console
1157

    
1158
   snf-component-register [<component_name>]
1159

    
1160
automates the registration of the standard Synnefo components (astakos,
1161
cyclades, and pithos) in astakos database. It internally uses the script:
1162

    
1163
.. code-block:: console
1164

    
1165
   snf-service-export <component_name> <base_url>
1166

    
1167
which simulates the export of service and resource definitions of the
1168
standard Synnefo components.
1169

    
1170
Pithos managing accounts
1171
========================
1172

    
1173
Pithos provides a utility tool for managing accounts.
1174
To run you just type:
1175

    
1176
.. code-block:: console
1177

    
1178
   # pithos-manage-accounts <command> [arguments]
1179

    
1180
This is the list of the available commands:
1181

    
1182
============================  ===========================
1183
Name                          Description
1184
============================  ===========================
1185
delete                        Remove an account from the Pithos DB
1186
export-quota                  Export account quota in a file
1187
list                          List existing/dublicate accounts
1188
merge                         Move an account contents in another account
1189
set-container-quota           Set container quota for all or a specific account
1190
============================  ===========================
1191

    
1192

    
1193
The "kamaki" API client
1194
=======================
1195

    
1196
To upload, register or modify an image you will need the **kamaki** tool.
1197
Before proceeding make sure that it is configured properly. Verify that
1198
*image.url*, *file.url*, *user.url* and *token* are set as needed:
1199

    
1200
.. code-block:: console
1201

    
1202
   $ kamaki config list
1203

    
1204
To change a setting use ``kamaki config set``:
1205

    
1206
.. code-block:: console
1207

    
1208
   $ kamaki config set image.url https://cyclades.example.com/image
1209
   $ kamaki config set file.url https://pithos.example.com/v1
1210
   $ kamaki config set user.url https://accounts.example.com
1211
   $ kamaki config set token ...
1212

    
1213
To test that everything works, try authenticating the current account with
1214
kamaki:
1215

    
1216
.. code-block:: console
1217

    
1218
  $ kamaki user authenticate
1219

    
1220
This will output user information.
1221

    
1222
Upload Image
1223
------------
1224

    
1225
By convention, images are stored in a container called ``images``. Check if the
1226
container exists, by listing all containers in your account:
1227

    
1228
.. code-block:: console
1229

    
1230
   $ kamaki file list
1231

    
1232
If the container ``images`` does not exist, create it:
1233

    
1234
.. code-block:: console
1235

    
1236
  $ kamaki file create images
1237

    
1238
You are now ready to upload an image to container ``images``. You can upload it
1239
with a Pithos client, or use kamaki directly:
1240

    
1241
.. code-block:: console
1242

    
1243
   $ kamaki file upload ubuntu.iso images
1244

    
1245
You can use any Pithos client to verify that the image was uploaded correctly,
1246
or you can list the contents of the container with kamaki:
1247

    
1248
.. code-block:: console
1249

    
1250
  $ kamaki file list images
1251

    
1252
The full Pithos URL for the previous example will be
1253
``pithos://u53r-un1qu3-1d/images/ubuntu.iso`` where ``u53r-un1qu3-1d`` is the
1254
unique user id (uuid).
1255

    
1256
Register Image
1257
--------------
1258

    
1259
To register an image you will need to use the full Pithos URL. To register as
1260
a public image the one from the previous example use:
1261

    
1262
.. code-block:: console
1263

    
1264
   $ kamaki image register Ubuntu pithos://u53r-un1qu3-1d/images/ubuntu.iso --public
1265

    
1266
The ``--public`` flag is important, if missing the registered image will not
1267
be listed by ``kamaki image list``.
1268

    
1269
Use ``kamaki image register`` with no arguments to see a list of available
1270
options. A more complete example would be the following:
1271

    
1272
.. code-block:: console
1273

    
1274
   $ kamaki image register Ubuntu pithos://u53r-un1qu3-1d/images/ubuntu.iso \
1275
            --public --disk-format diskdump --property kernel=3.1.2
1276

    
1277
To verify that the image was registered successfully use:
1278

    
1279
.. code-block:: console
1280

    
1281
   $ kamaki image list --name-like=ubuntu
1282

    
1283

    
1284
Miscellaneous
1285
=============
1286

    
1287
.. _branding:
1288

    
1289
Branding
1290
--------
1291

    
1292
Since Synnefo v0.14, you are able to adapt the Astakos, Pithos and Cyclades Web
1293
UI to your company’s visual identity. This is possible using the snf-branding
1294
component, which is automatically installed on the nodes running the API
1295
servers for Astakos, Pithos and Cyclades. 
1296

    
1297
Configuration
1298
~~~~~~~~~~~~~
1299

    
1300
This can be done by modifing the settings provided by the snf-branding component
1301
to match your service identity. The settings for the snf-branding application
1302
can be found inside the configuration file ``/etc/synnefo/15-snf-branding.conf``
1303
on the nodes that have Astakos, Pithos and Cyclades installed.
1304

    
1305
By default, the global service name is "Synnefo" and the company name is
1306
"GRNET". These names and their respective logos and URLs are used throughout
1307
the Astakos, Pithos and Cyclades UI.
1308

    
1309
**Names and URLs:**
1310

    
1311
The first group of branding customization refers to the service's and company's
1312
information.
1313

    
1314
You can overwrite the company and the service name and URL respectively by
1315
uncommenting and setting the following:
1316

    
1317
.. code-block:: python
1318
  
1319
  # setting used in Astakos Dashboard/Projects pages
1320
  BRANDING_SERVICE_NAME = 'My cloud'
1321
  BRANDING_SERVICE_URL = 'http://www.mycloud.synnefo.org/'
1322

    
1323
  # settings used in Astakos, Pithos, Cyclades footer only if 
1324
  # BRANDING_SHOW_COPYRIGHT is set to True
1325
  BRANDING_SHOW_COPYRIGHT = True
1326
  BRANDING_COMPANY_NAME = 'Company LTD'
1327
  BRANDING_COMPANY_URL = 'https://www.company-ltd.synnefo.org/'
1328

    
1329

    
1330
**Copyright options:**
1331

    
1332
By default, no Copyright message is shown in the UI footer. If you want to make
1333
it visible in the footer of Astakos, Pithos and Cyclades UI, you can uncomment
1334
and set to ``True`` the ``BRANDING_SHOW_COPYRIGHT`` setting:
1335

    
1336
.. code-block:: python
1337

    
1338
  #BRANDING_SHOW_COPYRIGHT = False
1339

    
1340
Copyright message defaults to 'Copyright (c) 2011-<current_year>
1341
<BRANDING_COMPANY_NAME>.' but you can overwrite it to a completely custom one by
1342
setting the following option:
1343

    
1344
.. code-block:: python
1345

    
1346
  BRANDING_COPYRIGHT_MESSAGE = 'Copyright (c) 2011-2013 GRNET'
1347

    
1348

    
1349
**Images:**
1350

    
1351
The Astakos, Pithos and Cyclades Web UI has some logos and images.
1352
 
1353
The branding-related images are presented in  the following table:
1354

    
1355
===============  ============================  =========
1356
Image            Name/extension  convention    Usage
1357
===============  ============================  =========
1358
Favicon          favicon.ico                   Favicon for all services
1359
Dashboard logo   dashboard_logo.png            Visible in all Astakos UI pages
1360
Compute logo     compute_logo.png              Visible in all Cyclades UI pages
1361
Console logo     console_logo.png              Visible in the Cyclades Console Window
1362
Storage logo     storage_logo.png              Visible in all Pithos UI pages
1363
===============  ============================  =========
1364

    
1365
There are two methods  available for replacing all, or individual, 
1366
branding-related images:
1367

    
1368
1. Create a new directory inside ``/usr/share/synnefo/static/`` (e.g.
1369
   ``mybranding``) and place there some or all of your images.
1370

    
1371
   If you want to replace all of your images, keep the name/extension
1372
   conventions as indicated in the above table and change the
1373
   ``BRANDING_IMAGE_MEDIA_URL`` setting accordingly:
1374

    
1375
   .. code-block:: python
1376
        
1377
      # using relative path
1378
      BRANDING_IMAGE_MEDIA_URL= '/static/mybranding/images/' 
1379

    
1380
      # or if you already host them in a separate domain (e.g. cdn)
1381
      BRANDING_IMAGE_MEDIA_URL= 'https://cdn.synnefo.org/branding/images/'
1382

    
1383

    
1384
   If you wish to replace individual images, **do not uncomment**
1385
   ``BRANDING_IMAGE_MEDIA_URL``, but instead provide a relative path, pointing to
1386
   the file inside your directory for each ``BRANDING_<image>_URL`` that you wish
1387
   to replace.
1388

    
1389
2. Upload some or all of your images to a server and replace each 
1390
   ``BRANDING_<image>_URL`` with the absolute url of the image (i.e.
1391
   ``BRANDING_DASHBOARD_URL = 'https://www.synnefo.com/images/my_dashboard.jpg'``).
1392

    
1393
   Note that the alternative text  for each image tag inside html documents is 
1394
   alt=“BRANDING_SERVICE_NAME {Dashboard, Compute. Console, Storage}” respectively.
1395

    
1396
.. note:: Retina optimized images:
1397

    
1398
   Synnefo UI is optimized for Retina displays. As far as images are concerned,  
1399
   `retina.js <http://retinajs.com/>`_ is used.
1400

    
1401
   Retina.js checks each image on a page to see if there is a high-resolution 
1402
   version of that image on your server. If a high-resolution variant exists, 
1403
   the script will swap in that image in-place.
1404

    
1405
   The script assumes you use  `Apple's prescribed high-resolution modifier (@2x)
1406
   <http://developer.apple.com/library/ios/#documentation/2DDrawing/Conceptual/
1407
   DrawingPrintingiOS/SupportingHiResScreensInViews/SupportingHiResScreensInViews
1408
   .html#//apple_ref/doc/uid/TP40010156-CH15-SW1>`_ to denote high-resolution 
1409
   image variants on your server.
1410

    
1411
   For each of the images that you wish the script to  replace, you must have a 
1412
   high-resolution variant in the same folder  named correctly and it will be 
1413
   detected automatically. For example if your image is in <my_directory> and is 
1414
   named "my_image.jpg" the script will look in the same directory for an image 
1415
   named "my_image@2x.jpg".
1416

    
1417
   In case that you don’t want to use a high-resolution image, the 
1418
   normal-resolution image will be visible.
1419

    
1420
More branding
1421
~~~~~~~~~~~~~
1422

    
1423
Although, it is not 100% branding-related, further verbal customization is
1424
feasible. 
1425

    
1426
**EMAILS**
1427

    
1428
The output of all email `*`.txt files will be already customized to contain your
1429
company and service names but you can further alter their content if you feel it
1430
best fits your needs as simple as creasynnefo template.    
1431

    
1432
In order to overwrite one or more email-templates you need to place your 
1433
modified <email-file>.txt files respecting the following structure:
1434
  
1435
  **/etc/synnefo/templates/**
1436
      **im/**
1437
          | activation_email.txt
1438
          | email.txt
1439
          | invitation.txt
1440
          | switch_accounts_email.txt
1441
          | welcome_email.txt
1442
          **projects/**
1443
              | project_approval_notification.txt
1444
              | project_denial_notification.txt    
1445
              | project_membership_change_notification.txt
1446
              | project_membership_enroll_notification.txt
1447
              | project_membership_leave_request_notification.txt
1448
              | project_membership_request_notification.txt
1449
              | project_suspension_notification.txt
1450
              | project_termination_notification.txt
1451
      **registration/**
1452
          | email_change_email.txt
1453
          | password_email.txt
1454

    
1455
Feel free to omit any of the above files you do not wish to overwrite.
1456

    
1457
Below is a list of all emails sent by Synnefo to users along with a short 
1458
description and a link to their content:
1459

    
1460
* ``snf-astakos-app/astakos/im/templates/im/email.txt``
1461
  Base email template. Contains a contact email and a “thank you” message.
1462
  (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/email.txt>`_)
1463
* ``snf-astakos-app/astakos/im/templates/im/activation_email.txt`` Email sent to
1464
  user that prompts  him/her to click on a link provided to activate the account.
1465
  Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/activation_email.txt>`_)
1466
* ``snf-astakos-app/astakos/im/templates/im/invitation.txt`` Email sent to an
1467
  invited user. He/she has to click on a link provided to activate the account.
1468
  Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/invitation.txt>`_)
1469
* ``snf-astakos-app/astakos/im/templates/im/switch_accounts_email.txt`` Email
1470
  sent to user upon his/her request to associate this email address with a
1471
  shibboleth account. He/she has to click on a link provided to activate the
1472
  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>`_)
1473
* ``snf-astakos-app/astakos/im/templates/im/welcome_email.txt`` Email sent to
1474
  inform the user that his/ her account has been activated. Extends “email.txt”
1475
  (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/welcome_email.txt>`_)
1476
* ``snf-astakos-app/astakos/im/templates/registration/email_change_email.txt``
1477
  Email sent to user when he/she has requested new email address assignment. The
1478
  user has to click on a link provided to validate this action. Extends
1479
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/registration/email_change_email.txt>`_)
1480
* ``snf-astakos-app/astakos/im/templates/registration/password_email.txt`` Email
1481
  sent for resetting password purpose. The user has to click on a link provided
1482
  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>`_)
1483
* ``snf-astakos-app/astakos/im/templates/im/projects/project_approval_notification.txt``
1484
  Informs  the project owner that his/her project has been approved. Extends
1485
  “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>`_)
1486
* ``snf-astakos-app/astakos/im/templates/im/projects/project_denial_notification.txt``
1487
  Informs the project owner that his/her  project application has been denied
1488
  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>`_)
1489
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_change_notification.txt``
1490
  An email is sent to a user containing information about his project membership
1491
  (whether he has been accepted, rejected or removed). Extends “email.txt” (`Link
1492
  <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_change_notification.txt>`_)
1493
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_enroll_notification.txt``
1494
  Informs a user that he/she  has been enrolled to a project. Extends
1495
  “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>`_)
1496
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_leave_request_notification.txt``
1497
  An email is sent to the project owner to make him aware of a  user having
1498
  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>`_)
1499
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_request_notification.txt``
1500
  An email is sent to the project owner to make him/her aware of a user having
1501
  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>`_)
1502
* ``snf-astakos-app/astakos/im/templates/im/projects/project_suspension_notification.txt``
1503
  An email is sent to the project owner to make him/her aware of his/her project
1504
  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>`_)
1505
* ``snf-astakos-app/astakos/im/templates/im/projects/project_termination_notification.txt``
1506
  An email is sent to the project owner to make him/her aware of his/her project
1507
  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>`_)
1508

    
1509
.. warning:: Django templates language:
1510

    
1511
  If you choose to  overwrite these email templates, be mindful of the necessary 
1512
  information contained in django template variables that must not be omitted, 
1513
  such as the activation link for activating one’s account and many more. 
1514
  These variables are contained into {{}} inside the templates.
1515

    
1516

    
1517
.. RabbitMQ
1518

    
1519
RabbitMQ Broker
1520
---------------
1521

    
1522
Queue nodes run the RabbitMQ sofware, which provides AMQP functionality. To
1523
guarantee high-availability, more than one Queue nodes should be deployed, each
1524
of them belonging to the same `RabbitMQ cluster
1525
<http://www.rabbitmq.com/clustering.html>`_. Synnefo uses the RabbitMQ
1526
active/active `High Available Queues <http://www.rabbitmq.com/ha.html>`_ which
1527
are mirrored between two nodes within a RabbitMQ cluster.
1528

    
1529
The RabbitMQ nodes that form the cluster, are declared to Synnefo through the
1530
`AMQP_HOSTS` setting. Each time a Synnefo component needs to connect to
1531
RabbitMQ, one of these nodes is chosen in a random way. The client that Synnefo
1532
uses to connect to RabbitMQ, handles connection failures transparently and
1533
tries to reconnect to a different node. As long as one of these nodes are up
1534
and running, functionality of Synnefo should not be downgraded by the RabbitMQ
1535
node failures.
1536

    
1537
All the queues that are being used are declared as durable, meaning that
1538
messages are persistently stored to RabbitMQ, until they get successfully
1539
processed by a client.
1540

    
1541
Currently, RabbitMQ is used by the following components:
1542

    
1543
* `snf-ganeti-eventd`, `snf-ganeti-hook` and `snf-progress-monitor`:
1544
  These components send messages concerning the status and progress of
1545
  jobs in the Ganeti backend.
1546
* `snf-dispatcher`: This daemon, consumes the messages that are sent from
1547
  the above components, and updates the Cyclades DB accordingly.
1548

    
1549

    
1550
Installation
1551
~~~~~~~~~~~~
1552

    
1553
Please check the RabbitMQ documentation which covers extensively the
1554
`installation of RabbitMQ server <http://www.rabbitmq.com/download.html>`_ and
1555
the setup of a `RabbitMQ cluster <http://www.rabbitmq.com/clustering.html>`_.
1556
Also, check out the `web management plugin
1557
<http://www.rabbitmq.com/management.html>`_ that can be useful for managing and
1558
monitoring RabbitMQ.
1559

    
1560
For a basic installation of RabbitMQ on two nodes (node1 and node2) you can do
1561
the following:
1562

    
1563
On both nodes, install rabbitmq-server and create a Synnefo user:
1564

    
1565
.. code-block:: console
1566

    
1567
  $ apt-get install rabbitmq-server
1568
  $ rabbitmqctl add_user synnefo "example_pass"
1569
  $ rabbitmqctl set_permissions synnefo  ".*" ".*" ".*"
1570

    
1571
Also guarantee that both nodes share the same cookie, by running:
1572

    
1573
.. code-block:: console
1574

    
1575
  $ scp node1:/var/lib/rabbitmq/.erlang.cookie node2:/var/lib/rabbitmq/.erlang.cookie
1576

    
1577
and restart the nodes:
1578

    
1579
.. code-block:: console
1580

    
1581
  $ /etc/init.d/rabbitmq-server restart
1582

    
1583

    
1584
To setup the RabbitMQ cluster run:
1585

    
1586
.. code-block:: console
1587

    
1588
  root@node2: rabbitmqctl stop_app
1589
  root@node2: rabbitmqctl reset
1590
  root@node2: rabbitmqctl cluster rabbit@node1 rabbit@node2
1591
  root@node2: rabbitmqctl start_app
1592

    
1593
You can verify that the cluster is set up correctly by running:
1594

    
1595
.. code-block:: console
1596

    
1597
  root@node2: rabbitmqctl cluster_status
1598

    
1599

    
1600
Logging
1601
-------
1602

    
1603
Logging in Synnefo is using Python's logging module. The module is configured
1604
using dictionary configuration, whose format is described here:
1605

    
1606
http://docs.python.org/release/2.7.1/library/logging.html#logging-config-dictschema
1607

    
1608
Note that this is a feature of Python 2.7 that we have backported for use in
1609
Python 2.6.
1610

    
1611
The logging configuration dictionary is defined in
1612
``/etc/synnefo/10-snf-webproject-logging.conf``
1613

    
1614
The administrator can have finer logging control by modifying the
1615
``LOGGING_SETUP`` dictionary, and defining subloggers with different handlers
1616
and log levels.  e.g. To enable debug messages only for the API set the level
1617
of 'synnefo.api' to ``DEBUG``
1618

    
1619
By default, the Django webapp and snf-manage logs to syslog, while
1620
`snf-dispatcher` logs to `/var/log/synnefo/dispatcher.log`.
1621

    
1622

    
1623
.. _scale-up:
1624

    
1625
Scaling up to multiple nodes
1626
============================
1627

    
1628
Here we will describe how should a large scale Synnefo deployment look like. Make
1629
sure you are familiar with Synnefo and Ganeti before proceeding with this section.
1630
This means you should at least have already set up successfully a working Synnefo
1631
deployment as described in the :ref:`Admin's Installation Guide
1632
<quick-install-admin-guide>` and also read the Administrator's Guide until this
1633
section.
1634

    
1635
Graph of a scale-out Synnefo deployment
1636
---------------------------------------
1637

    
1638
Each box in the following graph corresponds to a distinct physical node:
1639

    
1640
.. image:: images/synnefo-arch2-roles.png
1641
   :width: 100%
1642
   :target: _images/synnefo-arch2-roles.png
1643

    
1644
The above graph is actually the same with the one at the beginning of this
1645
:ref:`guide <admin-guide>`, with the only difference that here we show the
1646
Synnefo roles of each physical node. These roles are described in the
1647
following section.
1648

    
1649
.. _physical-node-roles:
1650

    
1651
Physical Node roles
1652
-------------------
1653

    
1654
As appears in the previous graph, a scale-out Synnefo deployment consists of
1655
multiple physical nodes that have the following roles:
1656

    
1657
* **WEBSERVER**: A web server running in front of gunicorn (e.g.: Apache, nginx)
1658
* **ASTAKOS**: The Astakos application (gunicorn)
1659
* **ASTAKOS_DB**: The Astakos database (postgresql)
1660
* **PITHOS**: The Pithos application (gunicorn)
1661
* **PITHOS_DB**: The Pithos database (postgresql)
1662
* **CYCLADES**: The Cyclades application (gunicorn)
1663
* **CYCLADES_DB**: The Cyclades database (postgresql)
1664
* **MQ**: The message queue (RabbitMQ)
1665
* **GANETI_MASTER**: The Ganeti master of a Ganeti cluster
1666
* **GANETI_NODE** : A VM-capable Ganeti node of a Ganeti cluster
1667

    
1668
You will probably also have:
1669

    
1670
* **CMS**: The CMS used as a frotend portal for the Synnefo services
1671
* **NS**: A nameserver serving all other Synnefo nodes and resolving Synnefo FQDNs
1672
* **CLIENT**: A machine that runs the Synnefo clients (e.g.: kamaki, Web UI),
1673
              most of the times, the end user's local machine
1674

    
1675
From this point we will also refer to the following groups of roles:
1676

    
1677
* **SYNNEFO**: [ **ASTAKOS**, **ASTAKOS_DB**, **PITHOS**, **PITHOS_DB**, **CYCLADES**, **CYCLADES_DB**, **MQ**, **CMS**]
1678
* **G_BACKEND**: [**GANETI_MASTER**, **GANETI_NODE**]
1679

    
1680
Of course, when deploying Synnefo you can combine multiple of the above roles on a
1681
single physical node, but if you are trying to scale out, the above separation
1682
gives you significant advantages.
1683

    
1684
So, in the next section we will take a look on what components you will have to
1685
install on each physical node depending on its Synnefo role. We assume the graph's
1686
architecture.
1687

    
1688
Components for each role
1689
------------------------
1690

    
1691
When deploying Synnefo in large scale, you need to install different Synnefo
1692
or/and third party components on different physical nodes according to their
1693
Synnefo role, as stated in the previous section.
1694

    
1695
Specifically:
1696

    
1697
Role **WEBSERVER**
1698
    * Synnefo components: `None`
1699
    * 3rd party components: Apache
1700
Role **ASTAKOS**
1701
    * Synnefo components: `snf-webproject`, `snf-astakos-app`
1702
    * 3rd party components: Django, Gunicorn
1703
Role **ASTAKOS_DB**
1704
    * Synnefo components: `None`
1705
    * 3rd party components: PostgreSQL
1706
Role **PITHOS**
1707
    * Synnefo components: `snf-webproject`, `snf-pithos-app`, `snf-pithos-webclient`
1708
    * 3rd party components: Django, Gunicorn
1709
Role **PITHOS_DB**
1710
    * Synnefo components: `None`
1711
    * 3rd party components: PostgreSQL
1712
Role **CYCLADES**
1713
    * Synnefo components: `snf-webproject`, `snf-cyclades-app`, `snf-vncauthproxy`
1714
    * 3rd party components: Django Gunicorn
1715
Role **CYCLADES_DB**
1716
    * Synnefo components: `None`
1717
    * 3rd party components: PostgreSQL
1718
Role **MQ**
1719
    * Synnefo components: `None`
1720
    * 3rd party components: RabbitMQ
1721
Role **GANETI_MASTER**
1722
    * Synnefo components: `snf-cyclades-gtools`
1723
    * 3rd party components: Ganeti
1724
Role **GANETI_NODE**
1725
    * Synnefo components: `snf-cyclades-gtools`, `snf-network`, `snf-image`, `nfdhcpd`
1726
    * 3rd party components: Ganeti
1727
Role **CMS**
1728
    * Synnefo components: `snf-webproject`, `snf-cloudcms`
1729
    * 3rd party components: Django, Gunicorn
1730
Role **NS**
1731
    * Synnefo components: `None`
1732
    * 3rd party components: BIND
1733
Role **CLIENT**
1734
    * Synnefo components: `kamaki`, `snf-image-creator`
1735
    * 3rd party components: `None`
1736

    
1737
Example scale out installation
1738
------------------------------
1739

    
1740
In this section we describe an example of a medium scale installation which
1741
combines multiple roles on 10 different physical nodes. We also provide a
1742
:ref:`guide <i-synnefo>` to help with such an install.
1743

    
1744
We assume that we have the following 10 physical nodes with the corresponding
1745
roles:
1746

    
1747
Node1:
1748
    **WEBSERVER**, **ASTAKOS**
1749
      Guide sections:
1750
        * :ref:`apt <i-apt>`
1751
        * :ref:`gunicorn <i-gunicorn>`
1752
        * :ref:`apache <i-apache>`
1753
        * :ref:`snf-webproject <i-webproject>`
1754
        * :ref:`snf-astakos-app <i-astakos>`
1755
Node2:
1756
    **WEBSERVER**, **PITHOS**
1757
      Guide sections:
1758
        * :ref:`apt <i-apt>`
1759
        * :ref:`gunicorn <i-gunicorn>`
1760
        * :ref:`apache <i-apache>`
1761
        * :ref:`snf-webproject <i-webproject>`
1762
        * :ref:`snf-pithos-app <i-pithos>`
1763
        * :ref:`snf-pithos-webclient <i-pithos>`
1764
Node3:
1765
    **WEBSERVER**, **CYCLADES**
1766
      Guide sections:
1767
        * :ref:`apt <i-apt>`
1768
        * :ref:`gunicorn <i-gunicorn>`
1769
        * :ref:`apache <i-apache>`
1770
        * :ref:`snf-webproject <i-webproject>`
1771
        * :ref:`snf-cyclades-app <i-cyclades>`
1772
        * :ref:`snf-vncauthproxy <i-cyclades>`
1773
Node4:
1774
    **WEBSERVER**, **CMS**
1775
      Guide sections:
1776
        * :ref:`apt <i-apt>`
1777
        * :ref:`gunicorn <i-gunicorn>`
1778
        * :ref:`apache <i-apache>`
1779
        * :ref:`snf-webproject <i-webproject>`
1780
        * :ref:`snf-cloudcms <i-cms>`
1781
Node5:
1782
    **ASTAKOS_DB**, **PITHOS_DB**, **CYCLADES_DB**
1783
      Guide sections:
1784
        * :ref:`apt <i-apt>`
1785
        * :ref:`postgresql <i-db>`
1786
Node6:
1787
    **MQ**
1788
      Guide sections:
1789
        * :ref:`apt <i-apt>`
1790
        * :ref:`rabbitmq <i-mq>`
1791
Node7:
1792
    **GANETI_MASTER**, **GANETI_NODE**
1793
      Guide sections:
1794
        * :ref:`apt <i-apt>`
1795
        * :ref:`general <i-backends>`
1796
        * :ref:`ganeti <i-ganeti>`
1797
        * :ref:`snf-cyclades-gtools <i-gtools>`
1798
        * :ref:`snf-network <i-network>`
1799
        * :ref:`snf-image <i-image>`
1800
        * :ref:`nfdhcpd <i-network>`
1801
Node8:
1802
    **GANETI_NODE**
1803
      Guide sections:
1804
        * :ref:`apt <i-apt>`
1805
        * :ref:`general <i-backends>`
1806
        * :ref:`ganeti <i-ganeti>`
1807
        * :ref:`snf-cyclades-gtools <i-gtools>`
1808
        * :ref:`snf-network <i-network>`
1809
        * :ref:`snf-image <i-image>`
1810
        * :ref:`nfdhcpd <i-network>`
1811
Node9:
1812
    **GANETI_NODE**
1813
      Guide sections:
1814
        `Same as Node8`
1815
Node10:
1816
    **GANETI_NODE**
1817
      Guide sections:
1818
        `Same as Node8`
1819

    
1820
All sections: :ref:`Scale out Guide <i-synnefo>`
1821

    
1822

    
1823
Upgrade Notes
1824
=============
1825

    
1826
.. toctree::
1827
   :maxdepth: 1
1828

    
1829
   v0.12 -> v0.13 <upgrade/upgrade-0.13>
1830
   v0.13 -> v0.14 <upgrade/upgrade-0.14>
1831
   v0.14 -> v0.14.2 <upgrade/upgrade-0.14.2>
1832

    
1833

    
1834
Changelog, NEWS
1835
===============
1836

    
1837

    
1838
* v0.14.5 :ref:`Changelog <Changelog-0.14.5>`, :ref:`NEWS <NEWS-0.14.5>`
1839
* v0.14.4 :ref:`Changelog <Changelog-0.14.4>`, :ref:`NEWS <NEWS-0.14.4>`
1840
* v0.14.3 :ref:`Changelog <Changelog-0.14.3>`, :ref:`NEWS <NEWS-0.14.3>`
1841
* v0.14.2 :ref:`Changelog <Changelog-0.14.2>`, :ref:`NEWS <NEWS-0.14.2>`
1842
* v0.14 :ref:`Changelog <Changelog-0.14>`, :ref:`NEWS <NEWS-0.14>`
1843
* v0.13 :ref:`Changelog <Changelog-0.13>`, :ref:`NEWS <NEWS-0.13>`