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.. _quick-install-admin-guide:
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Administrator's Quick Installation Guide
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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This is the Administrator's quick installation guide.
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It describes how to install the whole synnefo stack on two (2) physical nodes,
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with minimum configuration. It installs synnefo from Debian packages, and
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assumes the nodes run Debian Squeeze. After successful installation, you will
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have the following services running:
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 * Identity Management (Astakos)
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 * Object Storage Service (Pithos+)
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 * Compute Service (Cyclades)
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 * Image Registry Service (Plankton)
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and a single unified Web UI to manage them all.
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The Volume Storage Service (Archipelago) and the Billing Service (Aquarium) are
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not released yet.
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If you just want to install the Object Storage Service (Pithos+), follow the guide
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and just stop after the "Testing of Pithos+" section.
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Installation of Synnefo / Introduction
28
======================================
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We will install the services with the above list's order. Cyclades and Plankton
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will be installed in a single step (at the end), because at the moment they are
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contained in the same software component. Furthermore, we will install all
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services in the first physical node, except Pithos+ which will be installed in
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the second, due to a conflict between the snf-pithos-app and snf-cyclades-app
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component (scheduled to be fixed in the next version).
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For the rest of the documentation we will refer to the first physical node as
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"node1" and the second as "node2". We will also assume that their domain names
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are "node1.example.com" and "node2.example.com" and their IPs are "4.3.2.1" and
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"4.3.2.2" respectively.
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General Prerequisites
44
=====================
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These are the general synnefo prerequisites, that you need on node1 and node2
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and are related to all the services (Astakos, Pithos+, Cyclades, Plankton).
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To be able to download all synnefo components you need to add the following
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lines in your ``/etc/apt/sources.list`` file:
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| ``deb http://apt.dev.grnet.gr squeeze main``
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| ``deb-src http://apt.dev.grnet.gr squeeze main``
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Also add the following line to enable the ``squeeze-backports`` repository,
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which may provide more recent versions of certain packages. The repository
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is deactivated by default and must be specified expicitly in ``apt-get``
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operations:
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| ``deb http://backports.debian.org/debian-backports squeeze-backports main``
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You also need a shared directory visible by both nodes. Pithos+ will save all
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data inside this directory. By 'all data', we mean files, images, and pithos
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specific mapping data. If you plan to upload more than one basic image, this
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directory should have at least 50GB of free space. During this guide, we will
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assume that node1 acts as an NFS server and serves the directory ``/srv/pithos``
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to node2. Node2 has this directory mounted under ``/srv/pithos``, too.
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Before starting the synnefo installation, you will need basic third party
70
software to be installed and configured on the physical nodes. We will describe
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each node's general prerequisites separately. Any additional configuration,
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specific to a synnefo service for each node, will be described at the service's
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section.
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Node1
76
-----
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General Synnefo dependencies
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 * apache (http server)
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 * gunicorn (WSGI http server)
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 * postgresql (database)
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 * rabbitmq (message queue)
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You can install the above by running:
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.. code-block:: console
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   # apt-get install apache2 postgresql rabbitmq-server
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Make sure to install gunicorn >= v0.12.2. You can do this by installing from
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the official debian backports:
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.. code-block:: console
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   # apt-get -t squeeze-backports install gunicorn
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On node1, we will create our databases, so you will also need the
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python-psycopg2 package:
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.. code-block:: console
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   # apt-get install python-psycopg2
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Database setup
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~~~~~~~~~~~~~~
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On node1, we create a database called ``snf_apps``, that will host all django
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apps related tables. We also create the user ``synnefo`` and grant him all
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privileges on the database. We do this by running:
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.. code-block:: console
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   root@node1:~ # su - postgres
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   postgres@node1:~ $ psql
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   postgres=# CREATE DATABASE snf_apps WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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   postgres=# CREATE USER synnefo WITH PASSWORD 'example_passw0rd';
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   postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_apps TO synnefo;
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We also create the database ``snf_pithos`` needed by the pithos+ backend and
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grant the ``synnefo`` user all privileges on the database. This database could
123
be created on node2 instead, but we do it on node1 for simplicity. We will
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create all needed databases on node1 and then node2 will connect to them.
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.. code-block:: console
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   postgres=# CREATE DATABASE snf_pithos WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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   postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_pithos TO synnefo;
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Configure the database to listen to all network interfaces. You can do this by
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editting the file ``/etc/postgresql/8.4/main/postgresql.conf`` and change
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``listen_addresses`` to ``'*'`` :
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.. code-block:: console
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   listen_addresses = '*'
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Furthermore, edit ``/etc/postgresql/8.4/main/pg_hba.conf`` to allow node1 and
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node2 to connect to the database. Add the following lines under ``#IPv4 local
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connections:`` :
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.. code-block:: console
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   host		all	all	4.3.2.1/32	md5
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   host		all	all	4.3.2.2/32	md5
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Make sure to substitute "4.3.2.1" and "4.3.2.2" with node1's and node2's
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actual IPs. Now, restart the server to apply the changes:
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.. code-block:: console
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   # /etc/init.d/postgresql restart
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Gunicorn setup
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~~~~~~~~~~~~~~
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Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following:
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.. code-block:: console
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   CONFIG = {
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    'mode': 'django',
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    'environment': {
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      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
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    },
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    'working_dir': '/etc/synnefo',
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    'user': 'www-data',
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    'group': 'www-data',
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    'args': (
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      '--bind=127.0.0.1:8080',
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      '--workers=4',
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      '--log-level=debug',
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    ),
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   }
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.. warning:: Do NOT start the server yet, because it won't find the
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    ``synnefo.settings`` module. We will start the server after successful
179
    installation of astakos. If the server is running::
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       # /etc/init.d/gunicorn stop
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Apache2 setup
184
~~~~~~~~~~~~~
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186
Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
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the following:
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.. code-block:: console
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   <VirtualHost *:80>
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     ServerName node1.example.com
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     RewriteEngine On
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     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
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     RewriteRule ^(.*)$ - [F,L]
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     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
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   </VirtualHost>
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Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
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containing the following:
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.. code-block:: console
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   <IfModule mod_ssl.c>
206
   <VirtualHost _default_:443>
207
     ServerName node1.example.com
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     Alias /static "/usr/share/synnefo/static"
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   #  SetEnv no-gzip
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   #  SetEnv dont-vary
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     AllowEncodedSlashes On
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     RequestHeader set X-Forwarded-Protocol "https"
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     <Proxy * >
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       Order allow,deny
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       Allow from all
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     </Proxy>
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     SetEnv                proxy-sendchunked
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     SSLProxyEngine        off
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     ProxyErrorOverride    off
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     ProxyPass        /static !
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     ProxyPass        / http://localhost:8080/ retry=0
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     ProxyPassReverse / http://localhost:8080/
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231
     RewriteEngine On
232
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
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     RewriteRule ^(.*)$ - [F,L]
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     RewriteRule ^/login(.*) /im/login/redirect$1 [PT,NE]
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     SSLEngine on
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     SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
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     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
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   </VirtualHost>
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   </IfModule>
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Now enable sites and modules by running:
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.. code-block:: console
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   # a2enmod ssl
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   # a2enmod rewrite
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   # a2dissite default
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   # a2ensite synnefo
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   # a2ensite synnefo-ssl
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   # a2enmod headers
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   # a2enmod proxy_http
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.. warning:: Do NOT start/restart the server yet. If the server is running::
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       # /etc/init.d/apache2 stop
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.. _rabbitmq-setup:
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260
Message Queue setup
261
~~~~~~~~~~~~~~~~~~~
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263
The message queue will run on node1, so we need to create the appropriate
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rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
265
exchanges:
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.. code-block:: console
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   # rabbitmqctl add_user synnefo "examle_rabbitmq_passw0rd"
270
   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
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We do not need to initialize the exchanges. This will be done automatically,
273
during the Cyclades setup.
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275
Pithos+ data directory setup
276
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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278
As mentioned in the General Prerequisites section, there is a directory called
279
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
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directory inside it:
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.. code-block:: console
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284
   # cd /srv/pithos
285
   # mkdir data
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   # chown www-data:www-data data
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   # chmod g+ws data
288

    
289
You are now ready with all general prerequisites concerning node1. Let's go to
290
node2.
291

    
292
Node2
293
-----
294

    
295
General Synnefo dependencies
296
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
297

    
298
 * apache (http server)
299
 * gunicorn (WSGI http server)
300
 * postgresql (database)
301

    
302
You can install the above by running:
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304
.. code-block:: console
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306
   # apt-get install apache2 postgresql
307

    
308
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
309
the official debian backports:
310

    
311
.. code-block:: console
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313
   # apt-get -t squeeze-backports install gunicorn
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315
Node2 will connect to the databases on node1, so you will also need the
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python-psycopg2 package:
317

    
318
.. code-block:: console
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320
   # apt-get install python-psycopg2
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Database setup
323
~~~~~~~~~~~~~~
324

    
325
All databases have been created and setup on node1, so we do not need to take
326
any action here. From node2, we will just connect to them. When you get familiar
327
with the software you may choose to run different databases on different nodes,
328
for performance/scalability/redundancy reasons, but those kind of setups are out
329
of the purpose of this guide.
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331
Gunicorn setup
332
~~~~~~~~~~~~~~
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334
Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following
335
(same contents as in node1; you can just copy/paste the file):
336

    
337
.. code-block:: console
338

    
339
   CONFIG = {
340
    'mode': 'django',
341
    'environment': {
342
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
343
    },
344
    'working_dir': '/etc/synnefo',
345
    'user': 'www-data',
346
    'group': 'www-data',
347
    'args': (
348
      '--bind=127.0.0.1:8080',
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      '--workers=4',
350
      '--log-level=debug',
351
      '--timeout=43200'
352
    ),
353
   }
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355
.. warning:: Do NOT start the server yet, because it won't find the
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    ``synnefo.settings`` module. We will start the server after successful
357
    installation of astakos. If the server is running::
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359
       # /etc/init.d/gunicorn stop
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Apache2 setup
362
~~~~~~~~~~~~~
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364
Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
365
the following:
366

    
367
.. code-block:: console
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369
   <VirtualHost *:80>
370
     ServerName node2.example.com
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372
     RewriteEngine On
373
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
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     RewriteRule ^(.*)$ - [F,L]
375
     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
376
   </VirtualHost>
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378
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
379
containing the following:
380

    
381
.. code-block:: console
382

    
383
   <IfModule mod_ssl.c>
384
   <VirtualHost _default_:443>
385
     ServerName node2.example.com
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387
     Alias /static "/usr/share/synnefo/static"
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389
     SetEnv no-gzip
390
     SetEnv dont-vary
391
     AllowEncodedSlashes On
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393
     RequestHeader set X-Forwarded-Protocol "https"
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395
     <Proxy * >
396
       Order allow,deny
397
       Allow from all
398
     </Proxy>
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400
     SetEnv                proxy-sendchunked
401
     SSLProxyEngine        off
402
     ProxyErrorOverride    off
403

    
404
     ProxyPass        /static !
405
     ProxyPass        / http://localhost:8080/ retry=0
406
     ProxyPassReverse / http://localhost:8080/
407

    
408
     SSLEngine on
409
     SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
410
     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
411
   </VirtualHost>
412
   </IfModule>
413

    
414
As in node1, enable sites and modules by running:
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416
.. code-block:: console
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418
   # a2enmod ssl
419
   # a2enmod rewrite
420
   # a2dissite default
421
   # a2ensite synnefo
422
   # a2ensite synnefo-ssl
423
   # a2enmod headers
424
   # a2enmod proxy_http
425

    
426
.. warning:: Do NOT start/restart the server yet. If the server is running::
427

    
428
       # /etc/init.d/apache2 stop
429

    
430
We are now ready with all general prerequisites for node2. Now that we have
431
finished with all general prerequisites for both nodes, we can start installing
432
the services. First, let's install Astakos on node1.
433

    
434

    
435
Installation of Astakos on node1
436
================================
437

    
438
To install astakos, grab the package from our repository (make sure  you made
439
the additions needed in your ``/etc/apt/sources.list`` file, as described
440
previously), by running:
441

    
442
.. code-block:: console
443

    
444
   # apt-get install snf-astakos-app
445

    
446
After successful installation of snf-astakos-app, make sure that also
447
snf-webproject has been installed (marked as "Recommended" package). By default
448
Debian installs "Recommended" packages, but if you have changed your
449
configuration and the package didn't install automatically, you should
450
explicitly install it manually running:
451

    
452
.. code-block:: console
453

    
454
   # apt-get install snf-webproject
455

    
456
The reason snf-webproject is "Recommended" and not a hard dependency, is to give
457
the experienced administrator the ability to install synnefo in a custom made
458
django project. This corner case concerns only very advanced users that know
459
what they are doing and want to experiment with synnefo.
460

    
461

    
462
.. _conf-astakos:
463

    
464
Configuration of Astakos
465
========================
466

    
467
Conf Files
468
----------
469

    
470
After astakos is successfully installed, you will find the directory
471
``/etc/synnefo`` and some configuration files inside it. The files contain
472
commented configuration options, which are the default options. While installing
473
new snf-* components, new configuration files will appear inside the directory.
474
In this guide (and for all services), we will edit only the minimum necessary
475
configuration options, to reflect our setup. Everything else will remain as is.
476

    
477
After getting familiar with synnefo, you will be able to customize the software
478
as you wish and fits your needs. Many options are available, to empower the
479
administrator with extensively customizable setups.
480

    
481
For the snf-webproject component (installed as an astakos dependency), we
482
need the following:
483

    
484
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
485
uncomment and edit the ``DATABASES`` block to reflect our database:
486

    
487
.. code-block:: console
488

    
489
   DATABASES = {
490
    'default': {
491
        # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
492
        'ENGINE': 'postgresql_psycopg2',
493
         # ATTENTION: This *must* be the absolute path if using sqlite3.
494
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
495
        'NAME': 'snf_apps',
496
        'USER': 'synnefo',                      # Not used with sqlite3.
497
        'PASSWORD': 'examle_passw0rd',          # Not used with sqlite3.
498
        # Set to empty string for localhost. Not used with sqlite3.
499
        'HOST': '4.3.2.1',
500
        # Set to empty string for default. Not used with sqlite3.
501
        'PORT': '5432',
502
    }
503
   }
504

    
505
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
506
``SECRET_KEY``. This is a django specific setting which is used to provide a
507
seed in secret-key hashing algorithms. Set this to a random string of your
508
choise and keep it private:
509

    
510
.. code-block:: console
511

    
512
   SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
513

    
514
For astakos specific configuration, edit the following options in
515
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
516

    
517
.. code-block:: console
518

    
519
   ASTAKOS_IM_MODULES = ['local']
520

    
521
   ASTAKOS_COOKIE_DOMAIN = '.example.com'
522

    
523
   ASTAKOS_BASEURL = 'https://node1.example.com'
524

    
525
   ASTAKOS_SITENAME = '~okeanos demo example'
526

    
527
   ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
528
   ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
529

    
530
   ASTAKOS_RECAPTCHA_USE_SSL = True
531

    
532
``ASTAKOS_IM_MODULES`` refers to the astakos login methods. For now only local
533
is supported. The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our
534
domain (for all services). ``ASTAKOS_BASEURL`` is the astakos home page.
535

    
536
For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
537
go to https://www.google.com/recaptcha/admin/create and create your own pair.
538

    
539
Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` :
540

    
541
.. code-block:: console
542

    
543
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
544

    
545
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
546

    
547
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
548

    
549
Those settings have to do with the black cloudbar endpoints and will be described
550
in more detail later on in this guide. For now, just edit the domain to point at
551
node1 which is where we have installed Astakos.
552

    
553
If you are an advanced user and want to use the Shibboleth Authentication method,
554
read the relative :ref:`section <shibboleth-auth>`.
555

    
556
Database Initialization
557
-----------------------
558

    
559
After configuration is done, we initialize the database by running:
560

    
561
.. code-block:: console
562

    
563
   # snf-manage syncdb
564

    
565
At this example we don't need to create a django superuser, so we select
566
``[no]`` to the question. After a successful sync, we run the migration needed
567
for astakos:
568

    
569
.. code-block:: console
570

    
571
   # snf-manage migrate im
572

    
573
Then, we load the pre-defined user groups
574

    
575
.. code-block:: console
576

    
577
   # snf-manage loaddata groups
578

    
579
.. _services-reg:
580

    
581
Services Registration
582
---------------------
583

    
584
When the database is ready, we configure the elements of the Astakos cloudbar,
585
to point to our future services:
586

    
587
.. code-block:: console
588

    
589
   # snf-manage service_add "~okeanos home" https://node1.example.com/im/ home-icon.png
590
   # snf-manage service_add "cyclades" https://node1.example.com/ui/
591
   # snf-manage service_add "pithos+" https://node2.example.com/ui/
592

    
593
Servers Initialization
594
----------------------
595

    
596
Finally, we initialize the servers on node1:
597

    
598
.. code-block:: console
599

    
600
   root@node1:~ # /etc/init.d/gunicorn restart
601
   root@node1:~ # /etc/init.d/apache2 restart
602

    
603
We have now finished the Astakos setup. Let's test it now.
604

    
605

    
606
Testing of Astakos
607
==================
608

    
609
Open your favorite browser and go to:
610

    
611
``http://node1.example.com/im``
612

    
613
If this redirects you to ``https://node1.example.com/im`` and you can see
614
the "welcome" door of Astakos, then you have successfully setup Astakos.
615

    
616
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
617
and fill all your data at the sign up form. Then click "SUBMIT". You should now
618
see a green box on the top, which informs you that you made a successful request
619
and the request has been sent to the administrators. So far so good, let's assume
620
that you created the user with username ``user@example.com``.
621

    
622
Now we need to activate that user. Return to a command prompt at node1 and run:
623

    
624
.. code-block:: console
625

    
626
   root@node1:~ # snf-manage user_list
627

    
628
This command should show you a list with only one user; the one we just created.
629
This user should have an id with a value of ``1``. It should also have an
630
"active" status with the value of ``0`` (inactive). Now run:
631

    
632
.. code-block:: console
633

    
634
   root@node1:~ # snf-manage user_update --set-active 1
635

    
636
This modifies the active value to ``1``, and actually activates the user.
637
When running in production, the activation is done automatically with different
638
types of moderation, that Astakos supports. You can see the moderation methods
639
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
640
documentation. In production, you can also manually activate a user, by sending
641
him/her an activation email. See how to do this at the :ref:`User
642
activation <user_activation>` section.
643

    
644
Now let's go back to the homepage. Open ``http://node1.example.com/im`` with
645
your browser again. Try to sign in using your new credentials. If the astakos
646
menu appears and you can see your profile, then you have successfully setup
647
Astakos.
648

    
649
Let's continue to install Pithos+ now.
650

    
651

    
652
Installation of Pithos+ on node2
653
================================
654

    
655
To install pithos+, grab the packages from our repository (make sure  you made
656
the additions needed in your ``/etc/apt/sources.list`` file, as described
657
previously), by running:
658

    
659
.. code-block:: console
660

    
661
   # apt-get install snf-pithos-app
662

    
663
After successful installation of snf-pithos-app, make sure that also
664
snf-webproject has been installed (marked as "Recommended" package). Refer to
665
the "Installation of Astakos on node1" section, if you don't remember why this
666
should happen. Now, install the pithos web interface:
667

    
668
.. code-block:: console
669

    
670
   # apt-get install snf-pithos-webclient
671

    
672
This package provides the standalone pithos web client. The web client is the
673
web UI for pithos+ and will be accessible by clicking "pithos+" on the Astakos
674
interface's cloudbar, at the top of the Astakos homepage.
675

    
676

    
677
.. _conf-pithos:
678

    
679
Configuration of Pithos+
680
========================
681

    
682
Conf Files
683
----------
684

    
685
After pithos+ is successfully installed, you will find the directory
686
``/etc/synnefo`` and some configuration files inside it, as you did in node1
687
after installation of astakos. Here, you will not have to change anything that
688
has to do with snf-common or snf-webproject. Everything is set at node1. You
689
only need to change settings that have to do with pithos+. Specifically:
690

    
691
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
692
only the two options:
693

    
694
.. code-block:: console
695

    
696
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
697

    
698
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
699

    
700
   PITHOS_AUTHENTICATION_URL = 'https://node1.example.com/im/authenticate'
701
   PITHOS_AUTHENTICATION_USERS = None
702

    
703
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w=='
704

    
705
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ app where to
706
find the pithos+ backend database. Above we tell pithos+ that its database is
707
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
708
``example_passw0rd``.  All those settings where setup during node1's "Database
709
setup" section.
710

    
711
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ app where to find
712
the pithos+ backend data. Above we tell pithos+ to store its data under
713
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
714
directory at node1's "Pithos+ data directory setup" section.
715

    
716
The ``PITHOS_AUTHENTICATION_URL`` option tells to the pithos+ app in which URI
717
is available the astakos authentication api. If not set, pithos+ tries to
718
authenticate using the ``PITHOS_AUTHENTICATION_USERS`` user pool.
719

    
720
The ``PITHOS_SERVICE_TOKEN`` should be the Pithos+ token returned by running on
721
the Astakos node (node1 in our case):
722

    
723
.. code-block:: console
724

    
725
   # snf-manage service_list
726

    
727
The token has been generated automatically during the :ref:`Pithos+ service
728
registration <services-reg>`.
729

    
730
Then we need to setup the web UI and connect it to astakos. To do so, edit
731
``/etc/synnefo/20-snf-pithos-webclient-settings.conf``:
732

    
733
.. code-block:: console
734

    
735
   PITHOS_UI_LOGIN_URL = "https://node1.example.com/im/login?next="
736
   PITHOS_UI_FEEDBACK_URL = "https://node1.example.com/im/feedback"
737

    
738
The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if
739
you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the
740
pithos+ feedback form. Astakos already provides a generic feedback form for all
741
services, so we use this one.
742

    
743
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
744
pithos+ web UI with the astakos web UI (through the top cloudbar):
745

    
746
.. code-block:: console
747

    
748
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
749
   PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = '3'
750
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
751
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
752

    
753
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
754
cloudbar.
755

    
756
The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` points to an already registered
757
Astakos service. You can see all :ref:`registered services <services-reg>` by
758
running on the Astakos node (node1):
759

    
760
.. code-block:: console
761

    
762
   # snf-manage service_list
763

    
764
The value of ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` should be the pithos service's
765
``id`` as shown by the above command, in our case ``3``.
766

    
767
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
768
pithos+ web client to get from astakos all the information needed to fill its
769
own cloudbar. So we put our astakos deployment urls there.
770

    
771
Servers Initialization
772
----------------------
773

    
774
After configuration is done, we initialize the servers on node2:
775

    
776
.. code-block:: console
777

    
778
   root@node2:~ # /etc/init.d/gunicorn restart
779
   root@node2:~ # /etc/init.d/apache2 restart
780

    
781
You have now finished the Pithos+ setup. Let's test it now.
782

    
783

    
784
Testing of Pithos+
785
==================
786

    
787
Open your browser and go to the Astakos homepage:
788

    
789
``http://node1.example.com/im``
790

    
791
Login, and you will see your profile page. Now, click the "pithos+" link on the
792
top black cloudbar. If everything was setup correctly, this will redirect you
793
to:
794

    
795
``https://node2.example.com/ui``
796

    
797
and you will see the blue interface of the Pithos+ application.  Click the
798
orange "Upload" button and upload your first file. If the file gets uploaded
799
successfully, then this is your first sign of a successful Pithos+ installation.
800
Go ahead and experiment with the interface to make sure everything works
801
correctly.
802

    
803
You can also use the Pithos+ clients to sync data from your Windows PC or MAC.
804

    
805
If you don't stumble on any problems, then you have successfully installed
806
Pithos+, which you can use as a standalone File Storage Service.
807

    
808
If you would like to do more, such as:
809

    
810
 * Spawning VMs
811
 * Spawning VMs from Images stored on Pithos+
812
 * Uploading your custom Images to Pithos+
813
 * Spawning VMs from those custom Images
814
 * Registering existing Pithos+ files as Images
815
 * Connect VMs to the Internet
816
 * Create Private Networks
817
 * Add VMs to Private Networks
818

    
819
please continue with the rest of the guide.
820

    
821

    
822
Cyclades (and Plankton) Prerequisites
823
=====================================
824

    
825
Before proceeding with the Cyclades (and Plankton) installation, make sure you
826
have successfully set up Astakos and Pithos+ first, because Cyclades depends
827
on them. If you don't have a working Astakos and Pithos+ installation yet,
828
please return to the :ref:`top <quick-install-admin-guide>` of this guide.
829

    
830
Besides Astakos and Pithos+, you will also need a number of additional working
831
prerequisites, before you start the Cyclades installation.
832

    
833
Ganeti
834
------
835

    
836
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
837
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
838
Please refer to the
839
`ganeti documentation <http://docs.ganeti.org/ganeti/2.5/html>`_ for all the
840
gory details. A successful Ganeti installation concludes with a working
841
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
842
<GANETI_NODES>`.
843

    
844
The above Ganeti cluster can run on different physical machines than node1 and
845
node2 and can scale independently, according to your needs.
846

    
847
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
848
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
849
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
850

    
851
We highly recommend that you read the official Ganeti documentation, if you are
852
not familiar with Ganeti. If you are extremely impatient, you can result with
853
the above assumed setup by running:
854

    
855
.. code-block:: console
856

    
857
   root@node1:~ # apt-get install ganeti2
858
   root@node1:~ # apt-get install ganeti-htools
859
   root@node2:~ # apt-get install ganeti2
860
   root@node2:~ # apt-get install ganeti-htools
861

    
862
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
863
both nodes, choose a domain name that resolves to a valid floating IP (let's say
864
it's ``ganeti.node1.example.com``). Make sure node1 and node2 have root access
865
between each other using ssh keys and not passwords. Also, make sure there is an
866
lvm volume group named ``ganeti`` that will host your VMs' disks. Finally, setup
867
a bridge interface on the host machines (e.g:: br0). Then run on node1:
868

    
869
.. code-block:: console
870

    
871
   root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init
872
                                   --no-etc-hosts --vg-name=ganeti
873
                                   --nic-parameters link=br0 --master-netdev eth0
874
                                   ganeti.node1.example.com
875
   root@node1:~ # gnt-cluster modify --default-iallocator hail
876
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
877
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
878

    
879
   root@node1:~ # gnt-node add --no-node-setup --master-capable=yes
880
                               --vm-capable=yes node2.example.com
881

    
882
For any problems you may stumble upon installing Ganeti, please refer to the
883
`official documentation <http://docs.ganeti.org/ganeti/2.5/html>`_. Installation
884
of Ganeti is out of the scope of this guide.
885

    
886
.. _cyclades-install-snfimage:
887

    
888
snf-image
889
---------
890

    
891
Installation
892
~~~~~~~~~~~~
893
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
894
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
895
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
896
node1 and node2. You can do this by running on *both* nodes:
897

    
898
.. code-block:: console
899

    
900
   # apt-get install snf-image-host snf-pithos-backend
901

    
902
snf-image also needs the `snf-pithos-backend <snf-pithos-backend>`, to be able to
903
handle image files stored on Pithos+. This is why, we also install it on *all*
904
VM-capable Ganeti nodes.
905

    
906
Now, you need to download and save the corresponding helper package. Please see
907
`here <https://code.grnet.gr/projects/snf-image/files>`_ for the latest package. Let's
908
assume that you installed snf-image-host version 0.3.5-1. Then, you need
909
snf-image-helper v0.3.5-1 on *both* nodes:
910

    
911
.. code-block:: console
912

    
913
   # cd /var/lib/snf-image/helper/
914
   # wget https://code.grnet.gr/attachments/download/1058/snf-image-helper_0.3.5-1_all.deb
915

    
916
.. warning:: Be careful: Do NOT install the snf-image-helper debian package.
917
             Just put it under /var/lib/snf-image/helper/
918

    
919
Once, you have downloaded the snf-image-helper package, create the helper VM by
920
running on *both* nodes:
921

    
922
.. code-block:: console
923

    
924
   # ln -s snf-image-helper_0.3.5-1_all.deb snf-image-helper.deb
925
   # snf-image-update-helper
926

    
927
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
928
snf-image-host to run successfully.
929

    
930
Configuration
931
~~~~~~~~~~~~~
932
snf-image supports native access to Images stored on Pithos+. This means that
933
snf-image can talk directly to the Pithos+ backend, without the need of providing
934
a public URL. More details, are described in the next section. For now, the only
935
thing we need to do, is configure snf-image to access our Pithos+ backend.
936

    
937
To do this, we need to set the corresponding variables in
938
``/etc/default/snf-image``, to reflect our Pithos+ setup:
939

    
940
.. code-block:: console
941

    
942
   PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
943

    
944
   PITHOS_DATA="/srv/pithos/data"
945

    
946
If you have installed your Ganeti cluster on different nodes than node1 and node2 make
947
sure that ``/srv/pithos/data`` is visible by all of them.
948

    
949
If you would like to use Images that are also/only stored locally, you need to
950
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
951
Pithos+.
952

    
953
Testing
954
~~~~~~~
955
You can test that snf-image is successfully installed by running on the
956
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
957

    
958
.. code-block:: console
959

    
960
   # gnt-os diagnose
961

    
962
This should return ``valid`` for snf-image.
963

    
964
If you are interested to learn more about snf-image's internals (and even use
965
it alongside Ganeti without Synnefo), please see
966
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information concerning
967
installation instructions, documentation on the design and implementation, and
968
supported Image formats.
969

    
970
.. _snf-image-images:
971

    
972
snf-image's actual Images
973
-------------------------
974

    
975
Now that snf-image is installed successfully we need to provide it with some
976
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
977
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
978
format. For more information about snf-image's Image formats see `here
979
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
980

    
981
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
982
above Images to be stored:
983

    
984
 * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR`` in
985
   :file:`/etc/default/snf-image`)
986
 * On a remote host (accessible via a public URL e.g: http://... or ftp://...)
987
 * On Pithos+ (accessible natively, not only by its public URL)
988

    
989
For the purpose of this guide, we will use the `Debian Squeeze Base Image
990
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ found on the official
991
`snf-image page
992
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
993
of type ``diskdump``. We will store it in our new Pithos+ installation.
994

    
995
To do so, do the following:
996

    
997
a) Download the Image from the official snf-image page (`image link
998
   <https://pithos.okeanos.grnet.gr/public/9epgb>`_).
999

    
1000
b) Upload the Image to your Pithos+ installation, either using the Pithos+ Web UI
1001
   or the command line client `kamaki
1002
   <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_.
1003

    
1004
Once the Image is uploaded successfully, download the Image's metadata file
1005
from the official snf-image page (`image_metadata link
1006
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_). You will need it, for
1007
spawning a VM from Ganeti, in the next section.
1008

    
1009
Of course, you can repeat the procedure to upload more Images, available from the
1010
`official snf-image page
1011
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
1012

    
1013
.. _ganeti-with-pithos-images:
1014

    
1015
Spawning a VM from a Pithos+ Image, using Ganeti
1016
------------------------------------------------
1017

    
1018
Now, it is time to test our installation so far. So, we have Astakos and
1019
Pithos+ installed, we have a working Ganeti installation, the snf-image
1020
definition installed on all VM-capable nodes and a Debian Squeeze Image on
1021
Pithos+. Make sure you also have the `metadata file
1022
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
1023

    
1024
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
1025

    
1026
.. code-block:: console
1027

    
1028
   # gnt-instance add -o snf-image+default --os-parameters
1029
                      img_passwd=my_vm_example_passw0rd,
1030
                      img_format=diskdump,
1031
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1032
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1033
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1034
                      testvm1
1035

    
1036
In the above command:
1037

    
1038
 * ``img_passwd``: the arbitrary root password of your new instance
1039
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1040
 * ``img_id``: If you want to deploy an Image stored on Pithos+ (our case), this
1041
               should have the format
1042
               ``pithos://<username>/<container>/<filename>``:
1043
                * ``username``: ``user@example.com`` (defined during Astakos sign up)
1044
                * ``container``: ``pithos`` (default, if the Web UI was used)
1045
                * ``filename``: the name of file (visible also from the Web UI)
1046
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1047
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1048
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
1049

    
1050
If the ``gnt-instance add`` command returns successfully, then run:
1051

    
1052
.. code-block:: console
1053

    
1054
   # gnt-instance info testvm1 | grep "console connection"
1055

    
1056
to find out where to connect using VNC. If you can connect successfully and can
1057
login to your new instance using the root password ``my_vm_example_passw0rd``,
1058
then everything works as expected and you have your new Debian Base VM up and
1059
running.
1060

    
1061
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1062
to access the Pithos+ database and the Pithos+ backend data. Also, make sure
1063
you gave the correct ``img_id`` and ``img_properties``. If ``gnt-instance add``
1064
succeeds but you cannot connect, again find out what went wrong. Do *NOT*
1065
proceed to the next steps unless you are sure everything works till this point.
1066

    
1067
If everything works, you have successfully connected Ganeti with Pithos+. Let's
1068
move on to networking now.
1069

    
1070
.. warning::
1071
    You can bypass the networking sections and go straight to
1072
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1073
    the Cyclades Network Service, but only the Cyclades Compute Service
1074
    (recommended for now).
1075

    
1076
Network setup overview
1077
----------------------
1078

    
1079
This part is deployment-specific and must be customized based on the specific
1080
needs of the system administrator. However, to do so, the administrator needs
1081
to understand how each level handles Virtual Networks, to be able to setup the
1082
backend appropriately, before installing Cyclades. To do so, please read the
1083
:ref:`Network <networks>` section before proceeding.
1084

    
1085
Public Network setup
1086
--------------------
1087

    
1088
Physical hosts' public network setup
1089
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1090

    
1091
The physical hosts' setup is out of the scope of this guide.
1092

    
1093
However, two common cases that you may want to consider (and choose from) are:
1094

    
1095
a) One public bridge, where all VMs' public tap interfaces will connect.
1096
b) IP-less routing over the same vlan on every host.
1097

    
1098
When you setup your physical hosts (node1 and node2) for the Public Network,
1099
then you need to inform Ganeti about the Network's IP range.
1100

    
1101
Add the public network to Ganeti
1102
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1103

    
1104
Once you have Ganeti with IP pool management up and running, you need to choose
1105
the public network for your VMs and add it to Ganeti. Let's assume, that you
1106
want to assign IPs from the ``5.6.7.0/27`` range to your new VMs, with
1107
``5.6.7.1`` as their gateway. You can add the network by running:
1108

    
1109
.. code-block:: console
1110

    
1111
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 public_network
1112

    
1113
Then, connect the network to all your nodegroups. We assume that we only have
1114
one nodegroup (``default``) in our Ganeti cluster:
1115

    
1116
.. code-block:: console
1117

    
1118
   # gnt-network connect public_network default public_link
1119

    
1120
Your new network is now ready from the Ganeti perspective. Now, we need to setup
1121
`NFDHCPD` to actually reply with the correct IPs (that Ganeti will choose for
1122
each NIC).
1123

    
1124
NFDHCPD
1125
~~~~~~~
1126

    
1127
At this point, Ganeti knows about your preferred network, it can manage the IP
1128
pool and choose a specific IP for each new VM's NIC. However, the actual
1129
assignment of the IP to the NIC is not done by Ganeti. It is done after the VM
1130
boots and its dhcp client makes a request. When this is done, `NFDHCPD` will
1131
reply to the request with Ganeti's chosen IP. So, we need to install `NFDHCPD`
1132
on all VM-capable nodes of the Ganeti cluster (node1 and node2 in our case) and
1133
connect it to Ganeti:
1134

    
1135
.. code-block:: console
1136

    
1137
   # apt-get install nfdhcpd
1138

    
1139
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1140
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1141
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1142
VMs. Once you are finished, restart the server on all nodes:
1143

    
1144
.. code-block:: console
1145

    
1146
   # /etc/init.d/nfdhcpd restart
1147

    
1148
If you are using ``ferm``, then you need to run the following:
1149

    
1150
.. code-block:: console
1151

    
1152
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1153
   # /etc/init.d/ferm restart
1154

    
1155
Now, you need to connect `NFDHCPD` with Ganeti. To do that, you need to install
1156
a custom KVM ifup script for use by Ganeti, as ``/etc/ganeti/kvm-vif-bridge``,
1157
on all VM-capable GANETI-NODEs (node1 and node2). A sample implementation is
1158
provided along with `snf-cyclades-gtools <snf-cyclades-gtools>`, that will
1159
be installed in the next sections, however you will probably need to write your
1160
own, according to your underlying network configuration.
1161

    
1162
Testing the Public Network
1163
~~~~~~~~~~~~~~~~~~~~~~~~~~
1164

    
1165
So, we have setup the bridges/vlans on the physical hosts appropriately, we have
1166
added the desired network to Ganeti, we have installed nfdhcpd and installed the
1167
appropriate ``kvm-vif-bridge`` script under ``/etc/ganeti``.
1168

    
1169
Now, it is time to test that the backend infrastracture is correctly setup for
1170
the Public Network. We assume to have used the (b) method on setting up the
1171
physical hosts. We will add a new VM, the same way we did it on the previous
1172
testing section. However, now will also add one NIC, configured to be managed
1173
from our previously defined network. Run on the GANETI-MASTER (node1):
1174

    
1175
.. code-block:: console
1176

    
1177
   # gnt-instance add -o snf-image+default --os-parameters
1178
                      img_passwd=my_vm_example_passw0rd,
1179
                      img_format=diskdump,
1180
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1181
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1182
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1183
                      --net 0:ip=pool,mode=routed,link=public_link
1184
                      testvm2
1185

    
1186
If the above returns successfully, connect to the new VM and run:
1187

    
1188
.. code-block:: console
1189

    
1190
   root@testvm2:~ # ifconfig -a
1191

    
1192
If a network interface appears with an IP from you Public Network's range
1193
(``5.6.7.0/27``) and the corresponding gateway, then you have successfully
1194
connected Ganeti with `NFDHCPD` (and ``kvm-vif-bridge`` works correctly).
1195

    
1196
Now ping the outside world. If this works too, then you have also configured
1197
correctly your physical hosts' networking.
1198

    
1199
Later, Cyclades will create the first NIC of every new VM by issuing an
1200
analogous command. The first NIC of the instance will be the NIC connected to
1201
the Public Network. The ``link`` variable will be set accordingly in the
1202
Cyclades conf files later on the guide.
1203

    
1204
Make sure everything works as expected, before proceeding with the Private
1205
Networks setup.
1206

    
1207
.. _private-networks-setup:
1208

    
1209
Private Networks setup
1210
----------------------
1211

    
1212
Physical hosts' private networks setup
1213
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1214

    
1215
At the physical host's level, it is the administrator's responsibility to
1216
configure the network appropriately, according to his/her needs (as for the
1217
Public Network).
1218

    
1219
However we propose the following setup:
1220

    
1221
For every possible Private Network we assume a pre-provisioned bridge interface
1222
exists on every host with the same name. Every Private Network will be
1223
associated with one of the pre-provisioned bridges. Then the instance's new NIC
1224
(while connecting to the Private Network) will be connected to that bridge. All
1225
instances' tap interfaces that reside in the same Private Network will be
1226
connected in the corresponding bridge of that network. Furthermore, every
1227
bridge will be connected to a corresponding vlan. So, lets assume that our
1228
Cyclades installation allows for 20 Private Networks to be setup. We should
1229
pre-provision the corresponding bridges and vlans to all the hosts. We can do
1230
this by running on all VM-capable Ganeti nodes (in our case node1 and node2):
1231

    
1232
.. code-block:: console
1233

    
1234
   # $iface=eth0
1235
   # for prv in $(seq 1 20); do
1236
	vlan=$prv
1237
	bridge=prv$prv
1238
	vconfig add $iface $vlan
1239
	ifconfig $iface.$vlan up
1240
	brctl addbr $bridge
1241
	brctl setfd $bridge 0
1242
	brctl addif $bridge $iface.$vlan
1243
	ifconfig $bridge up
1244
      done
1245

    
1246
The above will do the following (assuming ``eth0`` exists on both hosts):
1247

    
1248
 * provision 20 new bridges: ``prv1`` - ``prv20``
1249
 * provision 20 new vlans: ``eth0.1`` - ``eth0.20``
1250
 * add the corresponding vlan to the equivelant bridge
1251

    
1252
You can run ``brctl show`` on both nodes to see if everything was setup
1253
correctly.
1254

    
1255
Everything is now setup to support the 20 Cyclades Private Networks. Later,
1256
we will configure Cyclades to talk to those 20 pre-provisioned bridges.
1257

    
1258
Testing the Private Networks
1259
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1260

    
1261
To test the Private Networks, we will create two instances and put them in the
1262
same Private Network (``prv1``). This means that the instances will have a
1263
second NIC connected to the ``prv1`` pre-provisioned bridge.
1264

    
1265
We run the same command as in the Public Network testing section, but with one
1266
more argument for the second NIC:
1267

    
1268
.. code-block:: console
1269

    
1270
   # gnt-instance add -o snf-image+default --os-parameters
1271
                      img_passwd=my_vm_example_passw0rd,
1272
                      img_format=diskdump,
1273
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1274
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1275
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1276
                      --net 0:ip=pool,mode=routed,link=public_link
1277
                      --net 1:ip=none,mode=bridged,link=prv1
1278
                      testvm3
1279

    
1280
   # gnt-instance add -o snf-image+default --os-parameters
1281
                      img_passwd=my_vm_example_passw0rd,
1282
                      img_format=diskdump,
1283
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1284
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1285
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1286
                      --net 0:ip=pool,mode=routed,link=public_link
1287
                      --net 1:ip=none,mode=bridged,link=prv1
1288
                      testvm4
1289

    
1290
Above, we create two instances with their first NIC connected to the Public
1291
Network and their second NIC connected to the first Private Network (``prv1``).
1292
Now, connect to the instances using VNC and make sure everything works as
1293
expected:
1294

    
1295
a) The instances have access to the public internet through their first eth
1296
   interface (``eth0``), which has been automatically assigned a public IP.
1297

    
1298
b) Setup the second eth interface of the instances (``eth1``), by assigning two
1299
   different private IPs (e.g.: ``10.0.0.1`` and ``10.0.0.2``) and the
1300
   corresponding netmask. If they ``ping`` each other successfully, then
1301
   the Private Network works.
1302

    
1303
Repeat the procedure with more instances connected in different Private Networks
1304
(``prv{1-20}``), by adding more NICs on each instance. e.g.: We add an instance
1305
connected to the Public Network and Private Networks 1, 3 and 19:
1306

    
1307
.. code-block:: console
1308

    
1309
   # gnt-instance add -o snf-image+default --os-parameters
1310
                      img_passwd=my_vm_example_passw0rd,
1311
                      img_format=diskdump,
1312
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1313
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1314
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1315
                      --net 0:ip=pool,mode=routed,link=public_link
1316
                      --net 1:ip=none,mode=bridged,link=prv1
1317
                      --net 2:ip=none,mode=bridged,link=prv3
1318
                      --net 3:ip=none,mode=bridged,link=prv19
1319
                      testvm5
1320

    
1321
If everything works as expected, then you have finished the Network Setup at the
1322
backend for both types of Networks (Public & Private).
1323

    
1324
.. _cyclades-gtools:
1325

    
1326
Cyclades Ganeti tools
1327
---------------------
1328

    
1329
In order for Ganeti to be connected with Cyclades later on, we need the
1330
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1331
case). You can install them by running in both nodes:
1332

    
1333
.. code-block:: console
1334

    
1335
   # apt-get install snf-cyclades-gtools
1336

    
1337
This will install the following:
1338

    
1339
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1340
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1341
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1342

    
1343
Configure ``snf-cyclades-gtools``
1344
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1345

    
1346
The package will install the ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf``
1347
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1348
that need it:
1349

    
1350
.. code-block:: console
1351

    
1352
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1353

    
1354
The above variables should reflect your :ref:`Message Queue setup
1355
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1356

    
1357
Connect ``snf-image`` with ``snf-progress-monitor``
1358
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1359

    
1360
Finally, we need to configure ``snf-image`` to publish progress messages during
1361
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1362
set the corresponding variable to ``snf-progress-monitor``:
1363

    
1364
.. code-block:: console
1365

    
1366
   PROGRESS_MONITOR="snf-progress-monitor"
1367

    
1368
This file should be editted in all Ganeti nodes.
1369

    
1370
.. _rapi-user:
1371

    
1372
Synnefo RAPI user
1373
-----------------
1374

    
1375
As a last step before installing Cyclades, create a new RAPI user that will
1376
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1377
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1378
You can do this, by first running:
1379

    
1380
.. code-block:: console
1381

    
1382
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1383

    
1384
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1385

    
1386
.. code-block:: console
1387

    
1388
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1389

    
1390
More about Ganeti's RAPI users `here.
1391
<http://docs.ganeti.org/ganeti/2.5/html/rapi.html#introduction>`_
1392

    
1393
You have now finished with all needed Prerequisites for Cyclades (and
1394
Plankton). Let's move on to the actual Cyclades installation.
1395

    
1396

    
1397
Installation of Cyclades (and Plankton) on node1
1398
================================================
1399

    
1400
This section describes the installation of Cyclades. Cyclades is Synnefo's
1401
Compute service. Plankton (the Image Registry service) will get installed
1402
automatically along with Cyclades, because it is contained in the same Synnefo
1403
component right now.
1404

    
1405
We will install Cyclades (and Plankton) on node1. To do so, we install the
1406
corresponding package by running on node1:
1407

    
1408
.. code-block:: console
1409

    
1410
   # apt-get install snf-cyclades-app
1411

    
1412
.. warning:: Make sure you have installed ``python-gevent`` version >= 0.13.6.
1413
    This version is available at squeeze-backports and can be installed by
1414
    running: ``apt-get install -t squeeze-backports python-gevent``
1415

    
1416
If all packages install successfully, then Cyclades and Plankton are installed
1417
and we proceed with their configuration.
1418

    
1419

    
1420
Configuration of Cyclades (and Plankton)
1421
========================================
1422

    
1423
Conf files
1424
----------
1425

    
1426
After installing Cyclades, a number of new configuration files will appear under
1427
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will descibe here
1428
only the minimal needed changes to result with a working system. In general, sane
1429
defaults have been chosen for the most of the options, to cover most of the
1430
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1431
once you get familiar with the different options.
1432

    
1433
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1434

    
1435
.. code-block:: console
1436

    
1437
   GANETI_MAX_LINK_NUMBER = 20
1438
   ASTAKOS_URL = 'https://node1.example.com/im/authenticate'
1439

    
1440
The ``GANETI_MAX_LINK_NUMBER`` is used to construct the names of the bridges
1441
already pre-provisioned for the Private Networks. Thus we set it to ``20``, to
1442
reflect our :ref:`Private Networks setup in the host machines
1443
<private-networks-setup>`. These numbers will suffix the
1444
``GANETI_LINK_PREFIX``, which is already set to ``prv`` and doesn't need to be
1445
changed. With those two variables Cyclades will construct the names of the
1446
available bridges ``prv1`` to ``prv20``, which are the real pre-provisioned
1447
bridges in the backend.
1448

    
1449
The ``ASTAKOS_URL`` denotes the authentication endpoint for Cyclades and is set
1450
to point to Astakos (this should have the same value with Pithos+'s
1451
``PITHOS_AUTHENTICATION_URL``, setup :ref:`previously <conf-pithos>`).
1452

    
1453
Edit ``/etc/synnefo/20-snf-cyclades-app-backend.conf``:
1454

    
1455
.. code-block:: console
1456

    
1457
   GANETI_MASTER_IP = "ganeti.node1.example.com"
1458
   GANETI_CLUSTER_INFO = (GANETI_MASTER_IP, 5080, "cyclades", "example_rapi_passw0rd")
1459

    
1460
``GANETI_MASTER_IP`` denotes the Ganeti-master's floating IP. We provide the
1461
corresponding domain that resolves to that IP, than the IP itself, to ensure
1462
Cyclades can talk to Ganeti even after a Ganeti master-failover.
1463

    
1464
``GANETI_CLUSTER_INFO`` is a tuple containing the ``GANETI_MASTER_IP``, the RAPI
1465
port, the RAPI user's username and the RAPI user's password. We set the above to
1466
reflect our :ref:`RAPI User setup <rapi-user>`.
1467

    
1468
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1469

    
1470
.. code-block:: console
1471

    
1472
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1473
   CLOUDBAR_ACTIVE_SERVICE = '2'
1474
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
1475
   CLOUDBAR_MENU_URL = 'https://account.node1.example.com/im/get_menu'
1476

    
1477
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1478
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1479
used by the Cyclades Web UI to get from Astakos all the information needed to
1480
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1481
above should have the same values we put in the corresponding variables in
1482
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1483
:ref:`Pithos configuration <conf-pithos>` section.
1484

    
1485
The ``CLOUDBAR_ACTIVE_SERVICE`` points to an already registered Astakos
1486
service. You can see all :ref:`registered services <services-reg>` by running
1487
on the Astakos node (node1):
1488

    
1489
.. code-block:: console
1490

    
1491
   # snf-manage service_list
1492

    
1493
The value of ``CLOUDBAR_ACTIVE_SERVICE`` should be the cyclades service's
1494
``id`` as shown by the above command, in our case ``2``.
1495

    
1496
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1497

    
1498
.. code-block:: console
1499

    
1500
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1501
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1502

    
1503
In this file we configure the Plankton Service. ``BACKEND_DB_CONNECTION``
1504
denotes the Pithos+ database (where the Image files are stored). So we set that
1505
to point to our Pithos+ database. ``BACKEND_BLOCK_PATH`` denotes the actual
1506
Pithos+ data location.
1507

    
1508
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1509

    
1510
.. code-block:: console
1511

    
1512
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1513

    
1514
The above settings denote the Message Queue. Those settings should have the same
1515
values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and
1516
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1517

    
1518
Edit ``/etc/synnefo/20-snf-cyclades-app-ui.conf``:
1519

    
1520
.. code-block:: console
1521

    
1522
   UI_MEDIA_URL = '/static/ui/static/snf/'
1523
   UI_LOGIN_URL = "https://node1.example.com/im/login"
1524
   UI_LOGOUT_URL = "https://node1.example.com/im/logout"
1525

    
1526
``UI_MEDIA_URL`` denotes the location of the UI's static files.
1527

    
1528
The ``UI_LOGIN_URL`` option tells the Cyclades Web UI where to redirect users,
1529
if they are not logged in. We point that to Astakos.
1530

    
1531
The ``UI_LOGOUT_URL`` option tells the Cyclades Web UI where to redirect the
1532
user when he/she logs out. We point that to Astakos, too.
1533

    
1534
We have now finished with the basic Cyclades and Plankton configuration.
1535

    
1536
Database Initialization
1537
-----------------------
1538

    
1539
Once Cyclades is configured, we sync the database:
1540

    
1541
.. code-block:: console
1542

    
1543
   $ snf-manage syncdb
1544
   $ snf-manage migrate
1545

    
1546
and load the initial server flavors:
1547

    
1548
.. code-block:: console
1549

    
1550
   $ snf-manage loaddata flavors
1551

    
1552
If everything returns successfully, our database is ready.
1553

    
1554
Servers restart
1555
---------------
1556

    
1557
We also need to restart gunicorn on node1:
1558

    
1559
.. code-block:: console
1560

    
1561
   # /etc/init.d/gunicorn restart
1562

    
1563
Now let's do the final connections of Cyclades with Ganeti.
1564

    
1565
``snf-dispatcher`` initialization
1566
---------------------------------
1567

    
1568
``snf-dispatcher`` dispatches all messages published to the Message Queue and
1569
manages the Cyclades database accordingly. It also initializes all exchanges. By
1570
default it is not enabled during installation of Cyclades, so let's enable it in
1571
its configuration file ``/etc/default/snf-dispatcher``:
1572

    
1573
.. code-block:: console
1574

    
1575
   SNF_DSPTCH_ENABLE=true
1576

    
1577
and start the daemon:
1578

    
1579
.. code-block:: console
1580

    
1581
   # /etc/init.d/snf-dispatcher start
1582

    
1583
You can see that everything works correctly by tailing its log file
1584
``/var/log/synnefo/dispatcher.log``.
1585

    
1586
``snf-ganeti-eventd`` on GANETI MASTER
1587
--------------------------------------
1588

    
1589
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
1590
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
1591
The daemon is already installed on the GANETI MASTER (node1 in our case).
1592
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
1593
installation, so we enable it in its configuration file
1594
``/etc/default/snf-ganeti-eventd``:
1595

    
1596
.. code-block:: console
1597

    
1598
   SNF_EVENTD_ENABLE=true
1599

    
1600
and start the daemon:
1601

    
1602
.. code-block:: console
1603

    
1604
   # /etc/init.d/snf-ganeti-eventd start
1605

    
1606
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
1607

    
1608
If all the above return successfully, then you have finished with the Cyclades
1609
and Plankton installation and setup. Let's test our installation now.
1610

    
1611

    
1612
Testing of Cyclades (and Plankton)
1613
==================================
1614

    
1615
Cyclades Web UI
1616
---------------
1617

    
1618
First of all we need to test that our Cyclades Web UI works correctly. Open your
1619
browser and go to the Astakos home page. Login and then click 'cyclades' on the
1620
top cloud bar. This should redirect you to:
1621

    
1622
 `http://node1.example.com/ui/`
1623

    
1624
and the Cyclades home page should appear. If not, please go back and find what
1625
went wrong. Do not proceed if you don't see the Cyclades home page.
1626

    
1627
If the Cyclades home page appears, click on the orange button 'New machine'. The
1628
first step of the 'New machine wizard' will appear. This step shows all the
1629
available Images from which you can spawn new VMs. The list should be currently
1630
empty, as we haven't registered any Images yet. Close the wizard and browse the
1631
interface (not many things to see yet). If everything seems to work, let's
1632
register our first Image file.
1633

    
1634
Cyclades Images
1635
---------------
1636

    
1637
To test our Cyclades (and Plankton) installation, we will use an Image stored on
1638
Pithos+ to spawn a new VM from the Cyclades interface. We will describe all
1639
steps, even though you may already have uploaded an Image on Pithos+ from a
1640
:ref:`previous <snf-image-images>` section:
1641

    
1642
 * Upload an Image file to Pithos+
1643
 * Register that Image file to Plankton
1644
 * Spawn a new VM from that Image from the Cyclades Web UI
1645

    
1646
We will use the `kamaki <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_
1647
command line client to do the uploading and registering of the Image.
1648

    
1649
Installation of `kamaki`
1650
~~~~~~~~~~~~~~~~~~~~~~~~
1651

    
1652
You can install `kamaki` anywhere you like, since it is a standalone client of
1653
the APIs and talks to the installation over `http`. For the purpose of this
1654
guide we will assume that we have downloaded the `Debian Squeeze Base Image
1655
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ and stored it under node1's
1656
``/srv/images`` directory. For that reason we will install `kamaki` on node1,
1657
too. We do this by running:
1658

    
1659
.. code-block:: console
1660

    
1661
   # apt-get install kamaki
1662

    
1663
Configuration of kamaki
1664
~~~~~~~~~~~~~~~~~~~~~~~
1665

    
1666
Now we need to setup kamaki, by adding the appropriate URLs and tokens of our
1667
installation. We do this by running:
1668

    
1669
.. code-block:: console
1670

    
1671
   $ kamaki config set astakos.url "https://node1.example.com"
1672
   $ kamaki config set compute.url="https://node1.example.com/api/v1.1"
1673
   $ kamaki config set image.url "https://node1.examle.com/plankton"
1674
   $ kamaki config set storage.url "https://node2.example.com/v1"
1675
   $ kamaki config set storage.account "user@example.com"
1676
   $ kamaki config set global.token "bdY_example_user_tokenYUff=="
1677

    
1678
The token at the last kamaki command is our user's (``user@example.com``) token,
1679
as it appears on the user's `Profile` web page on the Astakos Web UI.
1680

    
1681
You can see that the new configuration options have been applied correctly, by
1682
running:
1683

    
1684
.. code-block:: console
1685

    
1686
   $ kamaki config list
1687

    
1688
Upload an Image file to Pithos+
1689
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1690

    
1691
Now, that we have set up `kamaki` we will upload the Image that we have
1692
downloaded and stored under ``/srv/images/``. Although we can upload the Image
1693
under the root ``Pithos`` container (as you may have done when uploading the
1694
Image from the Pithos+ Web UI), we will create a new container called ``images``
1695
and store the Image under that container. We do this for two reasons:
1696

    
1697
a) To demonstrate how to create containers other than the default ``Pithos``.
1698
   This can be done only with the `kamaki` client and not through the Web UI.
1699

    
1700
b) As a best organization practise, so that you won't have your Image files
1701
   tangled along with all your other Pithos+ files and directory structures.
1702

    
1703
We create the new ``images`` container by running:
1704

    
1705
.. code-block:: console
1706

    
1707
   $ kamaki store create images
1708

    
1709
Then, we upload the Image file to that container:
1710

    
1711
.. code-block:: console
1712

    
1713
   $ kamaki store upload --container images \
1714
                         /srv/images/debian_base-6.0-7-x86_64.diskdump \
1715
                         debian_base-6.0-7-x86_64.diskdump
1716

    
1717
The first is the local path and the second is the remote path on Pithos+. If
1718
the new container and the file appears on the Pithos+ Web UI, then you have
1719
successfully created the container and uploaded the Image file.
1720

    
1721
Register an existing Image file to Plankton
1722
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1723

    
1724
Once the Image file has been successfully uploaded on Pithos+, then we register
1725
it to Plankton (so that it becomes visible to Cyclades), by running:
1726

    
1727
.. code-block:: console
1728

    
1729
   $ kamaki image register "Debian Base"
1730
                           pithos://user@examle.com/images/debian_base-6.0-7-x86_64.diskdump
1731
                           --public
1732
                           --disk-format=diskdump
1733
                           --property OSFAMILY=linux --property ROOT_PARTITION=1
1734
                           --property description="Debian Squeeze Base System"
1735
                           --property size=451 --property kernel=2.6.32 --property GUI="No GUI"
1736
                           --property sortorder=1 --property USERS=root --property OS=debian
1737

    
1738
This command registers the Pithos+ file
1739
``pithos://user@examle.com/images/debian_base-6.0-7-x86_64.diskdump`` as an
1740
Image in Plankton. This Image will be public (``--public``), so all users will
1741
be able to spawn VMs from it and is of type ``diskdump``. The first two
1742
properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest
1743
properties are optional, but recommended, so that the Images appear nicely on
1744
the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The
1745
``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable
1746
inside the ``20-snf-cyclades-app-ui.conf`` configuration file.
1747

    
1748
``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed
1749
from Plankton to Cyclades and then to Ganeti and `snf-image` (also see
1750
:ref:`previous section <ganeti-with-pithos-images>`). All other properties are
1751
used to show information on the Cyclades UI.
1752

    
1753
Spawn a VM from the Cyclades Web UI
1754
-----------------------------------
1755

    
1756
If the registration completes successfully, then go to the Cyclades Web UI from
1757
your browser at:
1758

    
1759
 `https://node1.example.com/ui/`
1760

    
1761
Click on the 'New Machine' button and the first step of the wizard will appear.
1762
Click on 'My Images' (right after 'System' Images) on the left pane of the
1763
wizard. Your previously registered Image "Debian Base" should appear under
1764
'Available Images'. If not, something has gone wrong with the registration. Make
1765
sure you can see your Image file on the Pithos+ Web UI and ``kamaki image
1766
register`` returns successfully with all options and properties as shown above.
1767

    
1768
If the Image appears on the list, select it and complete the wizard by selecting
1769
a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you
1770
write down your password, because you *WON'T* be able to retrieve it later.
1771

    
1772
If everything was setup correctly, after a few minutes your new machine will go
1773
to state 'Running' and you will be able to use it. Click 'Console' to connect
1774
through VNC out of band, or click on the machine's icon to connect directly via
1775
SSH or RDP (for windows machines).
1776

    
1777
Congratulations. You have successfully installed the whole Synnefo stack and
1778
connected all components. Go ahead in the next section to test the Network
1779
functionality from inside Cyclades and discover even more features.
1780

    
1781

    
1782
General Testing
1783
===============
1784

    
1785

    
1786
Notes
1787
=====