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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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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
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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
66
section.
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Node1
69
-----
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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
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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
149
~~~~~~~~~~~~~~
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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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    ),
168
   }
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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
172
    installation of astakos. If the server is running::
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       # /etc/init.d/gunicorn stop
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Apache2 setup
177
~~~~~~~~~~~~~
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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>
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   <VirtualHost _default_:443>
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     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
214
     </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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     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 ^/login(.*) /im/login/redirect$1 [PT,NE]
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     SSLEngine on
230
     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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Message Queue setup
254
~~~~~~~~~~~~~~~~~~~
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The message queue will run on node1, so we need to create the appropriate
257
rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
258
exchanges:
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.. code-block:: console
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   # rabbitmqctl add_user synnefo "examle_rabbitmq_passw0rd"
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   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
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We do not need to initialize the exchanges. This will be done automatically,
266
during the Cyclades setup.
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Pithos+ data directory setup
269
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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271
As mentioned in the General Prerequisites section, there is a directory called
272
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
273
directory inside it:
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.. code-block:: console
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277
   # cd /srv/pithos
278
   # mkdir data
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   # chown www-data:www-data data
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   # chmod g+ws data
281

    
282
You are now ready with all general prerequisites concerning node1. Let's go to
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node2.
284

    
285
Node2
286
-----
287

    
288
General Synnefo dependencies
289
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
290

    
291
 * apache (http server)
292
 * gunicorn (WSGI http server)
293
 * postgresql (database)
294

    
295
You can install the above by running:
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297
.. code-block:: console
298

    
299
   # apt-get install apache2 postgresql
300

    
301
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
302
the official debian backports:
303

    
304
.. code-block:: console
305

    
306
   # apt-get -t squeeze-backports install gunicorn
307

    
308
Node2 will connect to the databases on node1, so you will also need the
309
python-psycopg2 package:
310

    
311
.. code-block:: console
312

    
313
   # apt-get install python-psycopg2
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315
Database setup
316
~~~~~~~~~~~~~~
317

    
318
All databases have been created and setup on node1, so we do not need to take
319
any action here. From node2, we will just connect to them. When you get familiar
320
with the software you may choose to run different databases on different nodes,
321
for performance/scalability/redundancy reasons, but those kind of setups are out
322
of the purpose of this guide.
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324
Gunicorn setup
325
~~~~~~~~~~~~~~
326

    
327
Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following
328
(same contents as in node1; you can just copy/paste the file):
329

    
330
.. code-block:: console
331

    
332
   CONFIG = {
333
    'mode': 'django',
334
    'environment': {
335
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
336
    },
337
    'working_dir': '/etc/synnefo',
338
    'user': 'www-data',
339
    'group': 'www-data',
340
    'args': (
341
      '--bind=127.0.0.1:8080',
342
      '--workers=4',
343
      '--log-level=debug',
344
      '--timeout=43200'
345
    ),
346
   }
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348
.. warning:: Do NOT start the server yet, because it won't find the
349
    ``synnefo.settings`` module. We will start the server after successful
350
    installation of astakos. If the server is running::
351

    
352
       # /etc/init.d/gunicorn stop
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354
Apache2 setup
355
~~~~~~~~~~~~~
356

    
357
Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
358
the following:
359

    
360
.. code-block:: console
361

    
362
   <VirtualHost *:80>
363
     ServerName node2.example.com
364

    
365
     RewriteEngine On
366
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
367
     RewriteRule ^(.*)$ - [F,L]
368
     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
369
   </VirtualHost>
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371
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
372
containing the following:
373

    
374
.. code-block:: console
375

    
376
   <IfModule mod_ssl.c>
377
   <VirtualHost _default_:443>
378
     ServerName node2.example.com
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380
     Alias /static "/usr/share/synnefo/static"
381

    
382
     SetEnv no-gzip
383
     SetEnv dont-vary
384
     AllowEncodedSlashes On
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386
     RequestHeader set X-Forwarded-Protocol "https"
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388
     <Proxy * >
389
       Order allow,deny
390
       Allow from all
391
     </Proxy>
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393
     SetEnv                proxy-sendchunked
394
     SSLProxyEngine        off
395
     ProxyErrorOverride    off
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397
     ProxyPass        /static !
398
     ProxyPass        / http://localhost:8080/ retry=0
399
     ProxyPassReverse / http://localhost:8080/
400

    
401
     SSLEngine on
402
     SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
403
     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
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   </VirtualHost>
405
   </IfModule>
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407
As in node1, enable sites and modules by running:
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409
.. code-block:: console
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411
   # a2enmod ssl
412
   # a2enmod rewrite
413
   # a2dissite default
414
   # a2ensite synnefo
415
   # a2ensite synnefo-ssl
416
   # a2enmod headers
417
   # a2enmod proxy_http
418

    
419
.. warning:: Do NOT start/restart the server yet. If the server is running::
420

    
421
       # /etc/init.d/apache2 stop
422

    
423
We are now ready with all general prerequisites for node2. Now that we have
424
finished with all general prerequisites for both nodes, we can start installing
425
the services. First, let's install Astakos on node1.
426

    
427

    
428
Installation of Astakos on node1
429
================================
430

    
431
To install astakos, grab the package from our repository (make sure  you made
432
the additions needed in your ``/etc/apt/sources.list`` file, as described
433
previously), by running:
434

    
435
.. code-block:: console
436

    
437
   # apt-get install snf-astakos-app
438

    
439
After successful installation of snf-astakos-app, make sure that also
440
snf-webproject has been installed (marked as "Recommended" package). By default
441
Debian installs "Recommended" packages, but if you have changed your
442
configuration and the package didn't install automatically, you should
443
explicitly install it manually running:
444

    
445
.. code-block:: console
446

    
447
   # apt-get install snf-webproject
448

    
449
The reason snf-webproject is "Recommended" and not a hard dependency, is to give
450
the experienced administrator the ability to install synnefo in a custom made
451
django project. This corner case concerns only very advanced users that know
452
what they are doing and want to experiment with synnefo.
453

    
454
Configuration of Astakos
455
========================
456

    
457
Conf Files
458
----------
459

    
460
After astakos is successfully installed, you will find the directory
461
``/etc/synnefo`` and some configuration files inside it. The files contain
462
commented configuration options, which are the default options. While installing
463
new snf-* components, new configuration files will appear inside the directory.
464
In this guide (and for all services), we will edit only the minimum necessary
465
configuration options, to reflect our setup. Everything else will remain as is.
466

    
467
After getting familiar with synnefo, you will be able to customize the software
468
as you wish and fits your needs. Many options are available, to empower the
469
administrator with extensively customizable setups.
470

    
471
For the snf-webproject component (installed as an astakos dependency), we
472
need the following:
473

    
474
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
475
uncomment and edit the ``DATABASES`` block to reflect our database:
476

    
477
.. code-block:: console
478

    
479
   DATABASES = {
480
    'default': {
481
        # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
482
        'ENGINE': 'postgresql_psycopg2',
483
         # ATTENTION: This *must* be the absolute path if using sqlite3.
484
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
485
        'NAME': 'snf_apps',
486
        'USER': 'synnefo',                      # Not used with sqlite3.
487
        'PASSWORD': 'examle_passw0rd',          # Not used with sqlite3.
488
        # Set to empty string for localhost. Not used with sqlite3.
489
        'HOST': '4.3.2.1',
490
        # Set to empty string for default. Not used with sqlite3.
491
        'PORT': '5432',
492
    }
493
   }
494

    
495
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
496
``SECRET_KEY``. This is a django specific setting which is used to provide a
497
seed in secret-key hashing algorithms. Set this to a random string of your
498
choise and keep it private:
499

    
500
.. code-block:: console
501

    
502
   SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
503

    
504
For astakos specific configuration, edit the following options in
505
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
506

    
507
.. code-block:: console
508

    
509
   ASTAKOS_IM_MODULES = ['local']
510

    
511
   ASTAKOS_COOKIE_DOMAIN = '.example.com'
512

    
513
   ASTAKOS_BASEURL = 'https://node1.example.com'
514

    
515
   ASTAKOS_SITENAME = '~okeanos demo example'
516

    
517
   ASTAKOS_CLOUD_SERVICES = (
518
           { 'url':'https://node1.example.com/im/', 'name':'~okeanos home', 'id':'cloud', 'icon':'home-icon.png' },
519
           { 'url':'https://node1.example.com/ui/', 'name':'cyclades', 'id':'cyclades' },
520
           { 'url':'https://node2.example.com/ui/', 'name':'pithos+', 'id':'pithos' })
521

    
522
   ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
523
   ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
524

    
525
   ASTAKOS_RECAPTCHA_USE_SSL = True
526

    
527
``ASTAKOS_IM_MODULES`` refers to the astakos login methods. For now only local
528
is supported. The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our
529
domain (for all services). ``ASTAKOS_BASEURL`` is the astakos home page.
530
``ASTAKOS_CLOUD_SERVICES`` contains all services visible to and served by
531
astakos. The first element of the dictionary is used to point to a generic
532
landing page for your services (cyclades, pithos). If you don't have such a
533
page it can be omitted. The second and third element point to our services
534
themselves (the apps) and should be set as above.
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
If you are an advanced user and want to use the Shibboleth Authentication method,
540
read the relative :ref:`section <shibboleth-auth>`.
541

    
542
Servers Initialization
543
----------------------
544

    
545
After configuration is done, we initialize the servers on node1:
546

    
547
.. code-block:: console
548

    
549
   root@node1:~ # /etc/init.d/gunicorn restart
550
   root@node1:~ # /etc/init.d/apache2 restart
551

    
552
Database Initialization
553
-----------------------
554

    
555
Then, we initialize the database by running:
556

    
557
.. code-block:: console
558

    
559
   # snf-manage syncdb
560

    
561
At this example we don't need to create a django superuser, so we select
562
``[no]`` to the question. After a successful sync, we run the migration needed
563
for astakos:
564

    
565
.. code-block:: console
566

    
567
   # snf-manage migrate im
568

    
569
Finally we load the pre-defined user groups
570

    
571
.. code-block:: console
572

    
573
   # snf-manage loaddata groups
574

    
575
You have now finished the Astakos setup. Let's test it now.
576

    
577

    
578
Testing of Astakos
579
==================
580

    
581
Open your favorite browser and go to:
582

    
583
``http://node1.example.com/im``
584

    
585
If this redirects you to ``https://node1.example.com/im`` and you can see
586
the "welcome" door of Astakos, then you have successfully setup Astakos.
587

    
588
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
589
and fill all your data at the sign up form. Then click "SUBMIT". You should now
590
see a green box on the top, which informs you that you made a successful request
591
and the request has been sent to the administrators. So far so good, let's assume
592
that you created the user with username ``user@example.com``.
593

    
594
Now we need to activate that user. Return to a command prompt at node1 and run:
595

    
596
.. code-block:: console
597

    
598
   root@node1:~ # snf-manage listusers
599

    
600
This command should show you a list with only one user; the one we just created.
601
This user should have an id with a value of ``1``. It should also have an
602
"active" status with the value of ``0`` (inactive). Now run:
603

    
604
.. code-block:: console
605

    
606
   root@node1:~ # snf-manage modifyuser --set-active 1
607

    
608
This modifies the active value to ``1``, and actually activates the user.
609
When running in production, the activation is done automatically with different
610
types of moderation, that Astakos supports. You can see the moderation methods
611
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
612
documentation. In production, you can also manually activate a user, by sending
613
him/her an activation email. See how to do this at the :ref:`User
614
activation <user_activation>` section.
615

    
616
Now let's go back to the homepage. Open ``http://node1.example.com/im`` with
617
your browser again. Try to sign in using your new credentials. If the astakos
618
menu appears and you can see your profile, then you have successfully setup
619
Astakos.
620

    
621
Let's continue to install Pithos+ now.
622

    
623

    
624
Installation of Pithos+ on node2
625
================================
626

    
627
To install pithos+, grab the packages from our repository (make sure  you made
628
the additions needed in your ``/etc/apt/sources.list`` file, as described
629
previously), by running:
630

    
631
.. code-block:: console
632

    
633
   # apt-get install snf-pithos-app
634

    
635
After successful installation of snf-pithos-app, make sure that also
636
snf-webproject has been installed (marked as "Recommended" package). Refer to
637
the "Installation of Astakos on node1" section, if you don't remember why this
638
should happen. Now, install the pithos web interface:
639

    
640
.. code-block:: console
641

    
642
   # apt-get install snf-pithos-webclient
643

    
644
This package provides the standalone pithos web client. The web client is the
645
web UI for pithos+ and will be accessible by clicking "pithos+" on the Astakos
646
interface's cloudbar, at the top of the Astakos homepage.
647

    
648

    
649
Configuration of Pithos+
650
========================
651

    
652
Conf Files
653
----------
654

    
655
After pithos+ is successfully installed, you will find the directory
656
``/etc/synnefo`` and some configuration files inside it, as you did in node1
657
after installation of astakos. Here, you will not have to change anything that
658
has to do with snf-common or snf-webproject. Everything is set at node1. You
659
only need to change settings that have to do with pithos+. Specifically:
660

    
661
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
662
only the two options:
663

    
664
.. code-block:: console
665

    
666
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
667

    
668
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
669

    
670
   PITHOS_AUTHENTICATION_URL = 'https://node1.example.com/im/authenticate'
671
   PITHOS_AUTHENTICATION_USERS = None
672

    
673
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ app where to
674
find the pithos+ backend database. Above we tell pithos+ that its database is
675
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
676
``example_passw0rd``.  All those settings where setup during node1's "Database
677
setup" section.
678

    
679
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ app where to find
680
the pithos+ backend data. Above we tell pithos+ to store its data under
681
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
682
directory at node1's "Pithos+ data directory setup" section.
683

    
684
The ``PITHOS_AUTHENTICATION_URL`` option tells to the pithos+ app in which URI
685
is available the astakos authentication api. If not set, pithos+ tries to
686
authenticate using the ``PITHOS_AUTHENTICATION_USERS`` user pool.
687

    
688
Then we need to setup the web UI and connect it to astakos. To do so, edit
689
``/etc/synnefo/20-snf-pithos-webclient-settings.conf``:
690

    
691
.. code-block:: console
692

    
693
   PITHOS_UI_LOGIN_URL = "https://node1.example.com/im/login?next="
694
   PITHOS_UI_FEEDBACK_URL = "https://node1.example.com/im/feedback"
695

    
696
The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if
697
you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the
698
pithos+ feedback form. Astakos already provides a generic feedback form for all
699
services, so we use this one.
700

    
701
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
702
pithos+ web UI with the astakos web UI (through the top cloudbar):
703

    
704
.. code-block:: console
705

    
706
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
707
   PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = 'pithos'
708
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
709
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
710

    
711
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
712
cloudbar.
713

    
714
The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` registers the client as a new service
715
served by astakos. It's name should be identical with the ``id`` name given at
716
the astakos' ``ASTAKOS_CLOUD_SERVICES`` variable. Note that at the Astakos "Conf
717
Files" section, we actually set the third item of the ``ASTAKOS_CLOUD_SERVICES``
718
list, to the dictionary: ``{ 'url':'https://nod...', 'name':'pithos+',
719
'id':'pithos }``. This item represents the pithos+ service. The ``id`` we set
720
there, is the ``id`` we want here.
721

    
722
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
723
pithos+ web client to get from astakos all the information needed to fill its
724
own cloudbar. So we put our astakos deployment urls there.
725

    
726
Servers Initialization
727
----------------------
728

    
729
After configuration is done, we initialize the servers on node2:
730

    
731
.. code-block:: console
732

    
733
   root@node2:~ # /etc/init.d/gunicorn restart
734
   root@node2:~ # /etc/init.d/apache2 restart
735

    
736
You have now finished the Pithos+ setup. Let's test it now.
737

    
738

    
739
Testing of Pithos+
740
==================
741

    
742
Open your browser and go to the Astakos homepage:
743

    
744
``http://node1.example.com/im``
745

    
746
Login, and you will see your profile page. Now, click the "pithos+" link on the
747
top black cloudbar. If everything was setup correctly, this will redirect you
748
to:
749

    
750
``https://node2.example.com/ui``
751

    
752
and you will see the blue interface of the Pithos+ application.  Click the
753
orange "Upload" button and upload your first file. If the file gets uploaded
754
successfully, then this is your first sign of a successful Pithos+ installation.
755
Go ahead and experiment with the interface to make sure everything works
756
correctly.
757

    
758
You can also use the Pithos+ clients to sync data from your Windows PC or MAC.
759

    
760
If you don't stumble on any problems, then you have successfully installed
761
Pithos+, which you can use as a standalone File Storage Service.
762

    
763
If you would like to do more, such as:
764

    
765
 * Spawning VMs
766
 * Spawning VMs from Images stored on Pithos+
767
 * Uploading your custom Images to Pithos+
768
 * Spawning VMs from those custom Images
769
 * Registering existing Pithos+ files as Images
770
 * Connect VMs to the Internet
771
 * Create Private Networks
772
 * Add VMs to Private Networks
773

    
774
please continue with the rest of the guide.
775

    
776

    
777
Cyclades (and Plankton) Prerequisites
778
=====================================
779

    
780
Before proceeding with the Cyclades (and Plankton) installation, make sure you
781
have successfully set up Astakos and Pithos+ first, because Cyclades depends
782
on them. If you don't have a working Astakos and Pithos+ installation yet,
783
please return to the :ref:`top <quick-install-admin-guide>` of this guide.
784

    
785
Besides Astakos and Pithos+, you will also need a number of additional working
786
prerequisites, before you start the Cyclades installation.
787

    
788
Ganeti
789
------
790

    
791
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
792
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
793
Please refer to the
794
`ganeti documentation <http://docs.ganeti.org/ganeti/2.5/html>`_ for all the
795
gory details. A successful Ganeti installation concludes with a working
796
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
797
<GANETI_NODES>`.
798

    
799
The above Ganeti cluster can run on different physical machines than node1 and
800
node2 and can scale independently, according to your needs.
801

    
802
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
803
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
804
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
805

    
806
We highly recommend that you read the official Ganeti documentation, if you are
807
not familiar with Ganeti. If you are extremely impatient, you can result with
808
the above assumed setup by running:
809

    
810
.. code-block:: console
811

    
812
   root@node1:~ # apt-get install ganeti2
813
   root@node1:~ # apt-get install ganeti-htools
814
   root@node2:~ # apt-get install ganeti2
815
   root@node2:~ # apt-get install ganeti-htools
816

    
817
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
818
both nodes, choose a domain name that resolves to a valid floating IP (let's say
819
it's ``ganeti.node1.example.com``). Make sure node1 and node2 have root access
820
between each other using ssh keys and not passwords. Also, make sure there is an
821
lvm volume group named ``ganeti`` that will host your VMs' disks. Finally, setup
822
a bridge interface on the host machines (e.g:: br0). Then run on node1:
823

    
824
.. code-block:: console
825

    
826
   root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init
827
                                   --no-etc-hosts --vg-name=ganeti
828
                                   --nic-parameters link=br0 --master-netdev eth0
829
                                   ganeti.node1.example.com
830
   root@node1:~ # gnt-cluster modify --default-iallocator hail
831
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
832
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
833

    
834
   root@node1:~ # gnt-node add --no-node-setup --master-capable=yes
835
                               --vm-capable=yes node2.example.com
836

    
837
For any problems you may stumble upon installing Ganeti, please refer to the
838
`official documentation <http://docs.ganeti.org/ganeti/2.5/html>`_. Installation
839
of Ganeti is out of the scope of this guide.
840

    
841
.. _cyclades-install-snfimage:
842

    
843
snf-image
844
---------
845

    
846
Installation
847
~~~~~~~~~~~~
848
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
849
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
850
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
851
node1 and node2. You can do this by running on *both* nodes:
852

    
853
.. code-block:: console
854

    
855
   # apt-get install snf-image-host
856

    
857
Now, you need to download and save the corresponding helper package. Please see
858
`here <https://code.grnet.gr/projects/snf-image/files>`_ for the latest package. Let's
859
assume that you installed snf-image-host version 0.3.5-1. Then, you need
860
snf-image-helper v0.3.5-1 on *both* nodes:
861

    
862
.. code-block:: console
863

    
864
   # cd /var/lib/snf-image/helper/
865
   # wget https://code.grnet.gr/attachments/download/1058/snf-image-helper_0.3.5-1_all.deb
866

    
867
.. warning:: Be careful: Do NOT install the snf-image-helper debian package.
868
             Just put it under /var/lib/snf-image/helper/
869

    
870
Once, you have downloaded the snf-image-helper package, create the helper VM by
871
running on *both* nodes:
872

    
873
.. code-block:: console
874

    
875
   # ln -s snf-image-helper_0.3.5-1_all.deb snf-image-helper.deb
876
   # snf-image-update-helper
877

    
878
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
879
snf-image-host to run successfully.
880

    
881
Configuration
882
~~~~~~~~~~~~~
883
snf-image supports native access to Images stored on Pithos+. This means that
884
snf-image can talk directly to the Pithos+ backend, without the need of providing
885
a public URL. More details, are described in the next section. For now, the only
886
thing we need to do, is configure snf-image to access our Pithos+ backend.
887

    
888
To do this, we need to set the corresponding variables in
889
``/etc/default/snf-image``, to reflect our Pithos+ setup:
890

    
891
.. code-block:: console
892

    
893
   PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
894

    
895
   PITHOS_DATA="/srv/pithos/data"
896

    
897
If you have installed your Ganeti cluster on different nodes than node1 and node2 make
898
sure that ``/srv/pithos/data`` is visible by all of them.
899

    
900
If you would like to use Images that are also/only stored locally, you need to
901
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
902
Pithos+.
903

    
904
Testing
905
~~~~~~~
906
You can test that snf-image is successfully installed by running on the
907
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
908

    
909
.. code-block:: console
910

    
911
   # gnt-os diagnose
912

    
913
This should return ``valid`` for snf-image.
914

    
915
If you are interested to learn more about snf-image's internals (and even use
916
it alongside Ganeti without Synnefo), please see
917
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information concerning
918
installation instructions, documentation on the design and implementation, and
919
supported Image formats.
920

    
921
snf-image's actual Images
922
-------------------------
923

    
924
Now that snf-image is installed successfully we need to provide it with some
925
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
926
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
927
format. For more information about snf-image's Image formats see `here
928
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
929

    
930
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
931
above Images to be stored:
932

    
933
 * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR`` in
934
   :file:`/etc/default/snf-image`)
935
 * On a remote host (accessible via a public URL e.g: http://... or ftp://...)
936
 * On Pithos+ (accessible natively, not only by its public URL)
937

    
938
For the purpose of this guide, we will use the `Debian Squeeze Base Image
939
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ found on the official
940
`snf-image page
941
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
942
of type ``diskdump``. We will store it in our new Pithos+ installation.
943

    
944
To do so, do the following:
945

    
946
a) Download the Image from the official snf-image page (`image link
947
   <https://pithos.okeanos.grnet.gr/public/9epgb>`_).
948

    
949
b) Upload the Image to your Pithos+ installation, either using the Pithos+ Web UI
950
   or the command line client `kamaki
951
   <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_.
952

    
953
Once the Image is uploaded successfully, download the Image's metadata file
954
from the official snf-image page (`image_metadata link
955
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_). You will need it, for
956
spawning a VM from Ganeti, in the next section.
957

    
958
Of course, you can repeat the procedure to upload more Images, available from the
959
`official snf-image page
960
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
961

    
962
Spawning a VM from a Pithos+ Image, using Ganeti
963
------------------------------------------------
964

    
965
Now, it is time to test our installation so far. So, we have Astakos and
966
Pithos+ installed, we have a working Ganeti installation, the snf-image
967
definition installed on all VM-capable nodes and a Debian Squeeze Image on
968
Pithos+. Make sure you also have the `metadata file
969
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
970

    
971
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
972

    
973
.. code-block:: console
974

    
975
   # gnt-instance add -o snf-image+default --os-parameters
976
                      img_passwd=my_vm_example_passw0rd,
977
                      img_format=diskdump,
978
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
979
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
980
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
981
                      testvm1
982

    
983
In the above command:
984

    
985
 * ``img_passwd``: the arbitrary root password of your new instance
986
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
987
 * ``img_id``: If you want to deploy an Image stored on Pithos+ (our case), this
988
               should have the format
989
               ``pithos://<username>/<container>/<filename>``:
990
                * ``username``: ``user@example.com`` (defined during Astakos sign up)
991
                * ``container``: ``pithos`` (default, if the Web UI was used)
992
                * ``filename``: the name of file (visible also from the Web UI)
993
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
994
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
995
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
996

    
997
If the ``gnt-instance add`` command returns successfully, then run:
998

    
999
.. code-block:: console
1000

    
1001
   # gnt-instance info testvm1 | grep "console connection"
1002

    
1003
to find out where to connect using VNC. If you can connect successfully and can
1004
login to your new instance using the root password ``my_vm_example_passw0rd``,
1005
then everything works as expected and you have your new Debian Base VM up and
1006
running.
1007

    
1008
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1009
to access the Pithos+ database and the Pithos+ backend data. Also, make sure
1010
you gave the correct ``img_id`` and ``img_properties``. If ``gnt-instance add``
1011
succeeds but you cannot connect, again find out what went wrong. Do *NOT*
1012
proceed to the next steps unless you are sure everything works till this point.
1013

    
1014
If everything works, you have successfully connected Ganeti with Pithos+. Let's
1015
move on to networking now.
1016

    
1017
.. warning::
1018
    You can bypass the networking sections and go straight to
1019
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1020
    the Cyclades Network Service, but only the Cyclades Compute Service
1021
    (recommended for now).
1022

    
1023
Network setup overview
1024
----------------------
1025

    
1026
This part is deployment-specific and must be customized based on the specific
1027
needs of the system administrator. However, to do so, the administrator needs
1028
to understand how each level handles Virtual Networks, to be able to setup the
1029
backend appropriately, before installing Cyclades.
1030

    
1031
Network @ Cyclades level
1032
~~~~~~~~~~~~~~~~~~~~~~~~
1033

    
1034
Cyclades understands two types of Virtual Networks:
1035

    
1036
a) One common Public Network (Internet)
1037
b) One or more distinct Private Networks (L2)
1038

    
1039
a) When a new VM is created, it instantly gets connected to the Public Network
1040
   (Internet). This means it gets a public IPv4 and IPv6 and has access to the
1041
   public Internet.
1042

    
1043
b) Then each user, is able to create one or more Private Networks manually and
1044
   add VMs inside those Private Networks. Private Networks provide Layer 2
1045
   connectivity. All VMs inside a Private Network are completely isolated.
1046

    
1047
From the VM perspective, every Network corresponds to a distinct NIC. So, the
1048
above are translated as follows:
1049

    
1050
a) Every newly created VM, needs at least one NIC. This NIC, connects the VM
1051
   to the Public Network and thus should get a public IPv4 and IPv6.
1052

    
1053
b) For every Private Network, the VM gets a new NIC, which is added during the
1054
   connection of the VM to the Private Network (without an IP). This NIC should
1055
   have L2 connectivity with all other NICs connected to this Private Network.
1056

    
1057
To achieve the above, first of all, we need Network and IP Pool management support
1058
at Ganeti level, for Cyclades to be able to issue the corresponding commands.
1059

    
1060
Network @ Ganeti level
1061
~~~~~~~~~~~~~~~~~~~~~~
1062

    
1063
Currently, Ganeti does not support IP Pool management. However, we've been
1064
actively in touch with the official Ganeti team, who are reviewing a relatively
1065
big patchset that implements this functionality (you can find it at the
1066
ganeti-devel mailing list). We hope that the functionality will be merged to
1067
the Ganeti master branch soon and appear on Ganeti 2.7.
1068

    
1069
Furthermore, currently the `~okeanos service <http://okeanos.grnet.gr>`_ uses
1070
the same patchset with slight differencies on top of Ganeti 2.4.5. Cyclades
1071
0.9 are compatible with this old patchset and we do not guarantee that will
1072
work with the updated patchset sent to ganeti-devel.
1073

    
1074
We do *NOT* recommend you to apply the patchset yourself on the current Ganeti
1075
master, unless you are an experienced Cyclades and Ganeti integrator and you
1076
really know what you are doing.
1077

    
1078
Instead, be a little patient and we hope that everything will work out of the
1079
box, once the patchset makes it into the Ganeti master. When so, Cyclades will
1080
get updated to become compatible with that Ganeti version.
1081

    
1082
Network @ Physical host level
1083
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1084

    
1085
We talked about the two types of Network from the Cyclades perspective, from the
1086
VMs perspective and from Ganeti's perspective. Finally, we need to talk about
1087
the Networks from the physical (VM container) host's perspective.
1088

    
1089
If your version of Ganeti supports IP pool management, then you need to setup
1090
your physical hosts for the two types of Networks. For the second type
1091
(Private Networks), our reference installation uses a number of pre-provisioned
1092
bridges (one for each Network), which are connected to the corresponding number
1093
of pre-provisioned vlans on each physical host (node1 and node2). For the first
1094
type (Public Network), our reference installation uses routing over one
1095
preprovisioned vlan on each host (node1 and node2). It also uses the `NFDHCPD`
1096
package for dynamically serving specific public IPs managed by Ganeti.
1097

    
1098
Public Network setup
1099
--------------------
1100

    
1101
Physical hosts' public network setup
1102
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1103

    
1104
The physical hosts' setup is out of the scope of this guide.
1105

    
1106
However, two common cases that you may want to consider (and choose from) are:
1107

    
1108
a) One public bridge, where all VMs' public tap interfaces will connect.
1109
b) IP-less routing over the same vlan on every host.
1110

    
1111
When you setup your physical hosts (node1 and node2) for the Public Network,
1112
then you need to inform Ganeti about the Network's IP range.
1113

    
1114
Add the public network to Ganeti
1115
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1116

    
1117
Once you have Ganeti with IP pool management up and running, you need to choose
1118
the public network for your VMs and add it to Ganeti. Let's assume, that you
1119
want to assign IPs from the ``5.6.7.0/27`` range to your new VMs, with
1120
``5.6.7.1`` as their gateway. You can add the network by running:
1121

    
1122
.. code-block:: console
1123

    
1124
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 public_network
1125

    
1126
Then, connect the network to all your nodegroups. We assume that we only have
1127
one nodegroup (``default``) in our Ganeti cluster:
1128

    
1129
.. code-block:: console
1130

    
1131
   # gnt-network connect public_network default public_link
1132

    
1133
Your new network is now ready from the Ganeti perspective. Now, we need to setup
1134
`NFDHCPD` to actually reply with the correct IPs (that Ganeti will choose for
1135
each NIC).
1136

    
1137
NFDHCPD
1138
~~~~~~~
1139

    
1140
At this point, Ganeti knows about your preferred network, it can manage the IP
1141
pool and choose a specific IP for each new VM's NIC. However, the actual
1142
assignment of the IP to the NIC is not done by Ganeti. It is done after the VM
1143
boots and its dhcp client makes a request. When this is done, `NFDHCPD` will
1144
reply to the request with Ganeti's chosen IP. So, we need to install `NFDHCPD`
1145
on all VM-capable nodes of the Ganeti cluster (node1 and node2 in our case) and
1146
connect it to Ganeti:
1147

    
1148
.. code-block:: console
1149

    
1150
   # apt-get install nfdhcpd
1151

    
1152
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1153
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1154
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1155
VMs. Once you are finished, restart the server on all nodes:
1156

    
1157
.. code-block:: console
1158

    
1159
   # /etc/init.d/nfdhcpd restart
1160

    
1161
If you are using ``ferm``, then you need to run the following:
1162

    
1163
.. code-block:: console
1164

    
1165
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1166
   # /etc/init.d/ferm restart
1167

    
1168
Now, you need to connect `NFDHCPD` with Ganeti. To do that, you need to install
1169
a custom KVM ifup script for use by Ganeti, as ``/etc/ganeti/kvm-vif-bridge``,
1170
on all VM-capable GANETI-NODEs (node1 and node2). A sample implementation is
1171
provided along with `snf-cyclades-gtools <snf-cyclades-gtools>`, that will
1172
be installed in the next sections, however you will probably need to write your
1173
own, according to your underlying network configuration.
1174

    
1175
Testing the Public Network
1176
~~~~~~~~~~~~~~~~~~~~~~~~~~
1177

    
1178
So, we have setup the bridges/vlans on the physical hosts appropriately, we have
1179
added the desired network to Ganeti, we have installed nfdhcpd and installed the
1180
appropriate ``kvm-vif-bridge`` script under ``/etc/ganeti``.
1181

    
1182
Now, it is time to test that the backend infrastracture is correctly setup for
1183
the Public Network. We assume to have used the (b) method on setting up the
1184
physical hosts. We will add a new VM, the same way we did it on the previous
1185
testing section. However, now will also add one NIC, configured to be managed
1186
from our previously defined network. Run on the GANETI-MASTER (node1):
1187

    
1188
.. code-block:: console
1189

    
1190
   # gnt-instance add -o snf-image+default --os-parameters
1191
                      img_passwd=my_vm_example_passw0rd,
1192
                      img_format=diskdump,
1193
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1194
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1195
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1196
                      --net 0:ip=pool,mode=routed,link=public_link
1197
                      testvm2
1198

    
1199
If the above returns successfully, connect to the new VM and run:
1200

    
1201
.. code-block:: console
1202

    
1203
   root@testvm2:~ # ifconfig -a
1204

    
1205
If a network interface appears with an IP from you Public Network's range
1206
(``5.6.7.0/27``) and the corresponding gateway, then you have successfully
1207
connected Ganeti with `NFDHCPD` (and ``kvm-vif-bridge`` works correctly).
1208

    
1209
Now ping the outside world. If this works too, then you have also configured
1210
correctly your physical hosts' networking.
1211

    
1212
Later, Cyclades will create the first NIC of every new VM by issuing an
1213
analogous command. The first NIC of the instance will be the NIC connected to
1214
the Public Network. The ``link`` variable will be set accordingly in the
1215
Cyclades conf files later on the guide.
1216

    
1217
Make sure everything works as expected, before proceeding with the Private
1218
Networks setup.
1219

    
1220
Private Networks setup
1221
----------------------
1222

    
1223
Physical hosts' private networks setup
1224
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1225

    
1226
At the physical host's level, it is the administrator's responsibility to
1227
configure the network appropriately, according to his/her needs (as for the
1228
Public Network).
1229

    
1230
However we propose the following setup:
1231

    
1232
For every possible Private Network we assume a pre-provisioned bridge interface
1233
exists on every host with the same name. Every Private Network will be
1234
associated with one of the pre-provisioned bridges. Then the instance's new NIC
1235
(while connecting to the Private Network) will be connected to that bridge. All
1236
instances' tap interfaces that reside in the same Private Network will be
1237
connected in the corresponding bridge of that network. Furthermore, every
1238
bridge will be connected to a corresponding vlan. So, lets assume that our
1239
Cyclades installation allows for 20 Private Networks to be setup. We should
1240
pre-provision the corresponding bridges and vlans to all the hosts. We can do
1241
this by running on all VM-capable Ganeti nodes (in our case node1 and node2):
1242

    
1243
.. code-block:: console
1244

    
1245
   # $iface=eth0
1246
   # for prv in $(seq 1 20); do
1247
	vlan=$prv
1248
	bridge=prv$prv
1249
	vconfig add $iface $vlan
1250
	ifconfig $iface.$vlan up
1251
	brctl addbr $bridge
1252
	brctl setfd $bridge 0
1253
	brctl addif $bridge $iface.$vlan
1254
	ifconfig $bridge up
1255
      done
1256

    
1257
The above will do the following (assuming ``eth0`` exists on both hosts):
1258

    
1259
 * provision 20 new bridges: ``prv1`` - ``prv20``
1260
 * provision 20 new vlans: ``eth0.1`` - ``eth0.20``
1261
 * add the corresponding vlan to the equivelant bridge
1262

    
1263
You can run ``brctl show`` on both nodes to see if everything was setup
1264
correctly.
1265

    
1266
Everything is now setup to support the 20 Cyclades Private Networks. Later,
1267
we will configure Cyclades to talk to those 20 pre-provisioned bridges.
1268

    
1269
Testing the Private Networks
1270
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1271

    
1272
To test the Private Networks, we will create two instances and put them in the
1273
same Private Network (``prv1``). This means that the instances will have a
1274
second NIC connected to the ``prv1`` pre-provisioned bridge.
1275

    
1276
We run the same command as in the Public Network testing section, but with one
1277
more argument for the second NIC:
1278

    
1279
.. code-block:: console
1280

    
1281
   # gnt-instance add -o snf-image+default --os-parameters
1282
                      img_passwd=my_vm_example_passw0rd,
1283
                      img_format=diskdump,
1284
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1285
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1286
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1287
                      --net 0:ip=pool,mode=routed,link=public_link
1288
                      --net 1:ip=none,mode=bridged,link=prv1
1289
                      testvm3
1290

    
1291
   # gnt-instance add -o snf-image+default --os-parameters
1292
                      img_passwd=my_vm_example_passw0rd,
1293
                      img_format=diskdump,
1294
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1295
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1296
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1297
                      --net 0:ip=pool,mode=routed,link=public_link
1298
                      --net 1:ip=none,mode=bridged,link=prv1
1299
                      testvm4
1300

    
1301
Above, we create two instances with their first NIC connected to the Public
1302
Network and their second NIC connected to the first Private Network (``prv1``).
1303
Now, connect to the instances using VNC and make sure everything works as
1304
expected:
1305

    
1306
a) The instances have access to the public internet through their first eth
1307
   interface (``eth0``), which has been automatically assigned a public IP.
1308

    
1309
b) Setup the second eth interface of the instances (``eth1``), by assigning two
1310
   different private IPs (e.g.: ``10.0.0.1`` and ``10.0.0.2``) and the
1311
   corresponding netmask. If they ``ping`` each other successfully, then
1312
   the Private Network works.
1313

    
1314
Repeat the procedure with more instances connected in different Private Networks
1315
(``prv{1-20}``), by adding more NICs on each instance. e.g.: We add an instance
1316
connected to the Public Network and Private Networks 1, 3 and 19:
1317

    
1318
.. code-block:: console
1319

    
1320
   # gnt-instance add -o snf-image+default --os-parameters
1321
                      img_passwd=my_vm_example_passw0rd,
1322
                      img_format=diskdump,
1323
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1324
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1325
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1326
                      --net 0:ip=pool,mode=routed,link=public_link
1327
                      --net 1:ip=none,mode=bridged,link=prv1
1328
                      --net 2:ip=none,mode=bridged,link=prv3
1329
                      --net 3:ip=none,mode=bridged,link=prv19
1330
                      testvm5
1331

    
1332
If everything works as expected, then you have finished the Network Setup at the
1333
backend for both types of Networks (Public & Private).
1334

    
1335
.. _cyclades-gtools:
1336

    
1337
Cyclades Ganeti tools
1338
---------------------
1339

    
1340
In order for Ganeti to be connected with Cyclades later on, we need the
1341
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1342
case). You can install them by running in both nodes:
1343

    
1344
.. code-block:: console
1345

    
1346
   # apt-get install snf-cyclades-gtools
1347

    
1348
This will install the following:
1349

    
1350
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1351
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1352
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1353
 * ``kvm-vif-bridge`` (installed under ``/etc/ganeti`` to connect Ganeti with
1354
   NFDHCPD)
1355

    
1356
Configure ``snf-cyclades-gtools``
1357
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1358

    
1359
The package will install the ``/etc/synnefo/20-snf-cyclades-gtools.conf``
1360
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1361
that need it:
1362

    
1363
.. code-block:: console
1364

    
1365
   RABBIT_HOST = "node1.example.com:5672"
1366
   RABBIT_USERNAME = "synnefo"
1367
   RABBIT_PASSWORD = "example_rabbitmq_passw0rd"
1368

    
1369
The above variables should reflect your :ref:`Message Queue setup
1370
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1371

    
1372
Connect ``snf-image`` with ``snf-progress-monitor``
1373
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1374

    
1375
Finally, we need to configure ``snf-image`` to publish progress messages during
1376
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1377
set the corresponding variable to ``snf-progress-monitor``:
1378

    
1379
.. code-block:: console
1380

    
1381
   PROGRESS_MONITOR="snf-progress-monitor"
1382

    
1383
This file should be editted in all Ganeti nodes.
1384

    
1385
.. _rapi-user:
1386

    
1387
Synnefo RAPI user
1388
-----------------
1389

    
1390
As a last step before installing Cyclades, create a new RAPI user that will
1391
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1392
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1393
You can do this, by first running:
1394

    
1395
.. code-block:: console
1396

    
1397
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1398

    
1399
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1400

    
1401
.. code-block:: console
1402

    
1403
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1404

    
1405
More about Ganeti's RAPI users `here.
1406
<http://docs.ganeti.org/ganeti/2.5/html/rapi.html#introduction>`_
1407

    
1408
You have now finished with all needed Prerequisites for Cyclades (and
1409
Plankton). Let's move on to the actual Cyclades installation.
1410

    
1411

    
1412
Installation of Cyclades (and Plankton) on node1
1413
================================================
1414

    
1415
This section describes the installation of Cyclades. Cyclades is Synnefo's
1416
Compute service. Plankton (the Image Registry service) will get installed
1417
automatically along with Cyclades, because it is contained in the same Synnefo
1418
component right now.
1419

    
1420

    
1421
Configuration of Cyclades (and Plankton)
1422
========================================
1423

    
1424
This section targets the configuration of the prerequisites for cyclades,
1425
and the configuration of the associated synnefo software components.
1426

    
1427
synnefo components
1428
------------------
1429

    
1430
cyclades uses :ref:`snf-common <snf-common>` for settings.
1431
Please refer to the configuration sections of
1432
:ref:`snf-webproject <snf-webproject>`,
1433
:ref:`snf-cyclades-app <snf-cyclades-app>`,
1434
:ref:`snf-cyclades-gtools <snf-cyclades-gtools>` for more
1435
information on their configuration.
1436

    
1437
Ganeti
1438
~~~~~~
1439

    
1440
Set ``GANETI_NODES``, ``GANETI_MASTER_IP``, ``GANETI_CLUSTER_INFO`` based on
1441
your :ref:`Ganeti installation <cyclades-install-ganeti>` and change the
1442
`BACKEND_PREFIX_ID`` setting, using an custom ``PREFIX_ID``.
1443

    
1444
Database
1445
~~~~~~~~
1446

    
1447
Once all components are installed and configured,
1448
initialize the Django DB:
1449

    
1450
.. code-block:: console
1451

    
1452
   $ snf-manage syncdb
1453
   $ snf-manage migrate
1454

    
1455
and load fixtures ``{users, flavors, images}``,
1456
which make the API usable by end users by defining a sample set of users,
1457
hardware configurations (flavors) and OS images:
1458

    
1459
.. code-block:: console
1460

    
1461
   $ snf-manage loaddata /path/to/users.json
1462
   $ snf-manage loaddata flavors
1463
   $ snf-manage loaddata images
1464

    
1465
.. warning::
1466
    Be sure to load a custom users.json and select a unique token
1467
    for each of the initial and any other users defined in this file.
1468
    **DO NOT LEAVE THE SAMPLE AUTHENTICATION TOKENS** enabled in deployed
1469
    configurations.
1470

    
1471
sample users.json file:
1472

    
1473
.. literalinclude:: ../../synnefo/db/fixtures/users.json
1474

    
1475
`download <../_static/users.json>`_
1476

    
1477
RabbitMQ
1478
~~~~~~~~
1479

    
1480
Change ``RABBIT_*`` settings to match your :ref:`RabbitMQ setup
1481
<cyclades-install-rabbitmq>`.
1482

    
1483
.. include:: ../../Changelog
1484

    
1485

    
1486
Testing of Cyclades (and Plankton)
1487
==================================
1488

    
1489

    
1490
General Testing
1491
===============
1492

    
1493

    
1494
Notes
1495
=====