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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
======================================
29

    
30
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
35
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
63
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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    ),
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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
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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179
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
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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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     RewriteEngine On
225
     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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Message Queue setup
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~~~~~~~~~~~~~~~~~~~
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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
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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,
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during the Cyclades setup.
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Pithos+ data directory setup
269
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
270

    
271
As mentioned in the General Prerequisites section, there is a directory called
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``/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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   # cd /srv/pithos
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   # mkdir data
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   # chown www-data:www-data data
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   # chmod g+ws data
281

    
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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
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 * 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
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308
Node2 will connect to the databases on node1, so you will also need the
309
python-psycopg2 package:
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.. code-block:: console
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313
   # apt-get install python-psycopg2
314

    
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):
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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',
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      '--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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Apache2 setup
355
~~~~~~~~~~~~~
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357
Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
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the following:
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360
.. code-block:: console
361

    
362
   <VirtualHost *:80>
363
     ServerName node2.example.com
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     RewriteEngine On
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     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
367
     RewriteRule ^(.*)$ - [F,L]
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     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>
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     ServerName node2.example.com
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380
     Alias /static "/usr/share/synnefo/static"
381

    
382
     SetEnv no-gzip
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     SetEnv dont-vary
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     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>
392

    
393
     SetEnv                proxy-sendchunked
394
     SSLProxyEngine        off
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     ProxyErrorOverride    off
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397
     ProxyPass        /static !
398
     ProxyPass        / http://localhost:8080/ retry=0
399
     ProxyPassReverse / http://localhost:8080/
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401
     SSLEngine on
402
     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>
405
   </IfModule>
406

    
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
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   # a2ensite synnefo
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   # 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

    
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.. _conf-astakos:
456

    
457
Configuration of Astakos
458
========================
459

    
460
Conf Files
461
----------
462

    
463
After astakos is successfully installed, you will find the directory
464
``/etc/synnefo`` and some configuration files inside it. The files contain
465
commented configuration options, which are the default options. While installing
466
new snf-* components, new configuration files will appear inside the directory.
467
In this guide (and for all services), we will edit only the minimum necessary
468
configuration options, to reflect our setup. Everything else will remain as is.
469

    
470
After getting familiar with synnefo, you will be able to customize the software
471
as you wish and fits your needs. Many options are available, to empower the
472
administrator with extensively customizable setups.
473

    
474
For the snf-webproject component (installed as an astakos dependency), we
475
need the following:
476

    
477
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
478
uncomment and edit the ``DATABASES`` block to reflect our database:
479

    
480
.. code-block:: console
481

    
482
   DATABASES = {
483
    'default': {
484
        # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
485
        'ENGINE': 'postgresql_psycopg2',
486
         # ATTENTION: This *must* be the absolute path if using sqlite3.
487
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
488
        'NAME': 'snf_apps',
489
        'USER': 'synnefo',                      # Not used with sqlite3.
490
        'PASSWORD': 'examle_passw0rd',          # Not used with sqlite3.
491
        # Set to empty string for localhost. Not used with sqlite3.
492
        'HOST': '4.3.2.1',
493
        # Set to empty string for default. Not used with sqlite3.
494
        'PORT': '5432',
495
    }
496
   }
497

    
498
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
499
``SECRET_KEY``. This is a django specific setting which is used to provide a
500
seed in secret-key hashing algorithms. Set this to a random string of your
501
choise and keep it private:
502

    
503
.. code-block:: console
504

    
505
   SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
506

    
507
For astakos specific configuration, edit the following options in
508
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
509

    
510
.. code-block:: console
511

    
512
   ASTAKOS_IM_MODULES = ['local']
513

    
514
   ASTAKOS_COOKIE_DOMAIN = '.example.com'
515

    
516
   ASTAKOS_BASEURL = 'https://node1.example.com'
517

    
518
   ASTAKOS_SITENAME = '~okeanos demo example'
519

    
520
   ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
521
   ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
522

    
523
   ASTAKOS_RECAPTCHA_USE_SSL = True
524

    
525
``ASTAKOS_IM_MODULES`` refers to the astakos login methods. For now only local
526
is supported. The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our
527
domain (for all services). ``ASTAKOS_BASEURL`` is the astakos home page.
528

    
529
For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
530
go to https://www.google.com/recaptcha/admin/create and create your own pair.
531

    
532
If you are an advanced user and want to use the Shibboleth Authentication method,
533
read the relative :ref:`section <shibboleth-auth>`.
534

    
535
Database Initialization
536
-----------------------
537

    
538
After configuration is done, we initialize the database by running:
539

    
540
.. code-block:: console
541

    
542
   # snf-manage syncdb
543

    
544
At this example we don't need to create a django superuser, so we select
545
``[no]`` to the question. After a successful sync, we run the migration needed
546
for astakos:
547

    
548
.. code-block:: console
549

    
550
   # snf-manage migrate im
551

    
552
Then, we load the pre-defined user groups
553

    
554
.. code-block:: console
555

    
556
   # snf-manage loaddata groups
557

    
558
.. _services-reg:
559

    
560
Services Registration
561
---------------------
562

    
563
When the database is ready, we configure the elements of the Astakos cloudbar,
564
to point to our future services:
565

    
566
.. code-block:: console
567

    
568
   # snf-manage registerservice "~okeanos home" https://node1.example.com/im/ home-icon.png
569
   # snf-manage registerservice "cyclades" https://node1.example.com/ui/
570
   # snf-manage registerservice "pithos+" https://node2.example.com/ui/
571

    
572
Servers Initialization
573
----------------------
574

    
575
Finally, we initialize the servers on node1:
576

    
577
.. code-block:: console
578

    
579
   root@node1:~ # /etc/init.d/gunicorn restart
580
   root@node1:~ # /etc/init.d/apache2 restart
581

    
582
We have now finished the Astakos setup. Let's test it now.
583

    
584

    
585
Testing of Astakos
586
==================
587

    
588
Open your favorite browser and go to:
589

    
590
``http://node1.example.com/im``
591

    
592
If this redirects you to ``https://node1.example.com/im`` and you can see
593
the "welcome" door of Astakos, then you have successfully setup Astakos.
594

    
595
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
596
and fill all your data at the sign up form. Then click "SUBMIT". You should now
597
see a green box on the top, which informs you that you made a successful request
598
and the request has been sent to the administrators. So far so good, let's assume
599
that you created the user with username ``user@example.com``.
600

    
601
Now we need to activate that user. Return to a command prompt at node1 and run:
602

    
603
.. code-block:: console
604

    
605
   root@node1:~ # snf-manage listusers
606

    
607
This command should show you a list with only one user; the one we just created.
608
This user should have an id with a value of ``1``. It should also have an
609
"active" status with the value of ``0`` (inactive). Now run:
610

    
611
.. code-block:: console
612

    
613
   root@node1:~ # snf-manage modifyuser --set-active 1
614

    
615
This modifies the active value to ``1``, and actually activates the user.
616
When running in production, the activation is done automatically with different
617
types of moderation, that Astakos supports. You can see the moderation methods
618
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
619
documentation. In production, you can also manually activate a user, by sending
620
him/her an activation email. See how to do this at the :ref:`User
621
activation <user_activation>` section.
622

    
623
Now let's go back to the homepage. Open ``http://node1.example.com/im`` with
624
your browser again. Try to sign in using your new credentials. If the astakos
625
menu appears and you can see your profile, then you have successfully setup
626
Astakos.
627

    
628
Let's continue to install Pithos+ now.
629

    
630

    
631
Installation of Pithos+ on node2
632
================================
633

    
634
To install pithos+, grab the packages from our repository (make sure  you made
635
the additions needed in your ``/etc/apt/sources.list`` file, as described
636
previously), by running:
637

    
638
.. code-block:: console
639

    
640
   # apt-get install snf-pithos-app
641

    
642
After successful installation of snf-pithos-app, make sure that also
643
snf-webproject has been installed (marked as "Recommended" package). Refer to
644
the "Installation of Astakos on node1" section, if you don't remember why this
645
should happen. Now, install the pithos web interface:
646

    
647
.. code-block:: console
648

    
649
   # apt-get install snf-pithos-webclient
650

    
651
This package provides the standalone pithos web client. The web client is the
652
web UI for pithos+ and will be accessible by clicking "pithos+" on the Astakos
653
interface's cloudbar, at the top of the Astakos homepage.
654

    
655

    
656
.. _conf-pithos:
657

    
658
Configuration of Pithos+
659
========================
660

    
661
Conf Files
662
----------
663

    
664
After pithos+ is successfully installed, you will find the directory
665
``/etc/synnefo`` and some configuration files inside it, as you did in node1
666
after installation of astakos. Here, you will not have to change anything that
667
has to do with snf-common or snf-webproject. Everything is set at node1. You
668
only need to change settings that have to do with pithos+. Specifically:
669

    
670
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
671
only the two options:
672

    
673
.. code-block:: console
674

    
675
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
676

    
677
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
678

    
679
   PITHOS_AUTHENTICATION_URL = 'https://node1.example.com/im/authenticate'
680
   PITHOS_AUTHENTICATION_USERS = None
681

    
682
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w=='
683

    
684
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ app where to
685
find the pithos+ backend database. Above we tell pithos+ that its database is
686
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
687
``example_passw0rd``.  All those settings where setup during node1's "Database
688
setup" section.
689

    
690
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ app where to find
691
the pithos+ backend data. Above we tell pithos+ to store its data under
692
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
693
directory at node1's "Pithos+ data directory setup" section.
694

    
695
The ``PITHOS_AUTHENTICATION_URL`` option tells to the pithos+ app in which URI
696
is available the astakos authentication api. If not set, pithos+ tries to
697
authenticate using the ``PITHOS_AUTHENTICATION_USERS`` user pool.
698

    
699
The ``PITHOS_SERVICE_TOKEN`` should be the Pithos+ token returned by running on
700
the Astakos node (node1 in our case):
701

    
702
.. code-block:: console
703

    
704
   # snf-manage listservices
705

    
706
The token has been generated automatically during the :ref:`Pithos+ service
707
registration <services-reg>`.
708

    
709
Then we need to setup the web UI and connect it to astakos. To do so, edit
710
``/etc/synnefo/20-snf-pithos-webclient-settings.conf``:
711

    
712
.. code-block:: console
713

    
714
   PITHOS_UI_LOGIN_URL = "https://node1.example.com/im/login?next="
715
   PITHOS_UI_FEEDBACK_URL = "https://node1.example.com/im/feedback"
716

    
717
The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if
718
you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the
719
pithos+ feedback form. Astakos already provides a generic feedback form for all
720
services, so we use this one.
721

    
722
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
723
pithos+ web UI with the astakos web UI (through the top cloudbar):
724

    
725
.. code-block:: console
726

    
727
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
728
   PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = '3'
729
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
730
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
731

    
732
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
733
cloudbar.
734

    
735
The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` points to an already registered
736
Astakos service. You can see all :ref:`registered services <services-reg>` by
737
running on the Astakos node (node1):
738

    
739
.. code-block:: console
740

    
741
   # snf-manage listservices
742

    
743
The value of ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` should be the pithos service's
744
``id`` as shown by the above command, in our case ``3``.
745

    
746
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
747
pithos+ web client to get from astakos all the information needed to fill its
748
own cloudbar. So we put our astakos deployment urls there.
749

    
750
Servers Initialization
751
----------------------
752

    
753
After configuration is done, we initialize the servers on node2:
754

    
755
.. code-block:: console
756

    
757
   root@node2:~ # /etc/init.d/gunicorn restart
758
   root@node2:~ # /etc/init.d/apache2 restart
759

    
760
You have now finished the Pithos+ setup. Let's test it now.
761

    
762

    
763
Testing of Pithos+
764
==================
765

    
766
Open your browser and go to the Astakos homepage:
767

    
768
``http://node1.example.com/im``
769

    
770
Login, and you will see your profile page. Now, click the "pithos+" link on the
771
top black cloudbar. If everything was setup correctly, this will redirect you
772
to:
773

    
774
``https://node2.example.com/ui``
775

    
776
and you will see the blue interface of the Pithos+ application.  Click the
777
orange "Upload" button and upload your first file. If the file gets uploaded
778
successfully, then this is your first sign of a successful Pithos+ installation.
779
Go ahead and experiment with the interface to make sure everything works
780
correctly.
781

    
782
You can also use the Pithos+ clients to sync data from your Windows PC or MAC.
783

    
784
If you don't stumble on any problems, then you have successfully installed
785
Pithos+, which you can use as a standalone File Storage Service.
786

    
787
If you would like to do more, such as:
788

    
789
 * Spawning VMs
790
 * Spawning VMs from Images stored on Pithos+
791
 * Uploading your custom Images to Pithos+
792
 * Spawning VMs from those custom Images
793
 * Registering existing Pithos+ files as Images
794
 * Connect VMs to the Internet
795
 * Create Private Networks
796
 * Add VMs to Private Networks
797

    
798
please continue with the rest of the guide.
799

    
800

    
801
Cyclades (and Plankton) Prerequisites
802
=====================================
803

    
804
Before proceeding with the Cyclades (and Plankton) installation, make sure you
805
have successfully set up Astakos and Pithos+ first, because Cyclades depends
806
on them. If you don't have a working Astakos and Pithos+ installation yet,
807
please return to the :ref:`top <quick-install-admin-guide>` of this guide.
808

    
809
Besides Astakos and Pithos+, you will also need a number of additional working
810
prerequisites, before you start the Cyclades installation.
811

    
812
Ganeti
813
------
814

    
815
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
816
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
817
Please refer to the
818
`ganeti documentation <http://docs.ganeti.org/ganeti/2.5/html>`_ for all the
819
gory details. A successful Ganeti installation concludes with a working
820
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
821
<GANETI_NODES>`.
822

    
823
The above Ganeti cluster can run on different physical machines than node1 and
824
node2 and can scale independently, according to your needs.
825

    
826
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
827
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
828
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
829

    
830
We highly recommend that you read the official Ganeti documentation, if you are
831
not familiar with Ganeti. If you are extremely impatient, you can result with
832
the above assumed setup by running:
833

    
834
.. code-block:: console
835

    
836
   root@node1:~ # apt-get install ganeti2
837
   root@node1:~ # apt-get install ganeti-htools
838
   root@node2:~ # apt-get install ganeti2
839
   root@node2:~ # apt-get install ganeti-htools
840

    
841
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
842
both nodes, choose a domain name that resolves to a valid floating IP (let's say
843
it's ``ganeti.node1.example.com``). Make sure node1 and node2 have root access
844
between each other using ssh keys and not passwords. Also, make sure there is an
845
lvm volume group named ``ganeti`` that will host your VMs' disks. Finally, setup
846
a bridge interface on the host machines (e.g:: br0). Then run on node1:
847

    
848
.. code-block:: console
849

    
850
   root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init
851
                                   --no-etc-hosts --vg-name=ganeti
852
                                   --nic-parameters link=br0 --master-netdev eth0
853
                                   ganeti.node1.example.com
854
   root@node1:~ # gnt-cluster modify --default-iallocator hail
855
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
856
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
857

    
858
   root@node1:~ # gnt-node add --no-node-setup --master-capable=yes
859
                               --vm-capable=yes node2.example.com
860

    
861
For any problems you may stumble upon installing Ganeti, please refer to the
862
`official documentation <http://docs.ganeti.org/ganeti/2.5/html>`_. Installation
863
of Ganeti is out of the scope of this guide.
864

    
865
.. _cyclades-install-snfimage:
866

    
867
snf-image
868
---------
869

    
870
Installation
871
~~~~~~~~~~~~
872
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
873
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
874
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
875
node1 and node2. You can do this by running on *both* nodes:
876

    
877
.. code-block:: console
878

    
879
   # apt-get install snf-image-host
880

    
881
Now, you need to download and save the corresponding helper package. Please see
882
`here <https://code.grnet.gr/projects/snf-image/files>`_ for the latest package. Let's
883
assume that you installed snf-image-host version 0.3.5-1. Then, you need
884
snf-image-helper v0.3.5-1 on *both* nodes:
885

    
886
.. code-block:: console
887

    
888
   # cd /var/lib/snf-image/helper/
889
   # wget https://code.grnet.gr/attachments/download/1058/snf-image-helper_0.3.5-1_all.deb
890

    
891
.. warning:: Be careful: Do NOT install the snf-image-helper debian package.
892
             Just put it under /var/lib/snf-image/helper/
893

    
894
Once, you have downloaded the snf-image-helper package, create the helper VM by
895
running on *both* nodes:
896

    
897
.. code-block:: console
898

    
899
   # ln -s snf-image-helper_0.3.5-1_all.deb snf-image-helper.deb
900
   # snf-image-update-helper
901

    
902
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
903
snf-image-host to run successfully.
904

    
905
Configuration
906
~~~~~~~~~~~~~
907
snf-image supports native access to Images stored on Pithos+. This means that
908
snf-image can talk directly to the Pithos+ backend, without the need of providing
909
a public URL. More details, are described in the next section. For now, the only
910
thing we need to do, is configure snf-image to access our Pithos+ backend.
911

    
912
To do this, we need to set the corresponding variables in
913
``/etc/default/snf-image``, to reflect our Pithos+ setup:
914

    
915
.. code-block:: console
916

    
917
   PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
918

    
919
   PITHOS_DATA="/srv/pithos/data"
920

    
921
If you have installed your Ganeti cluster on different nodes than node1 and node2 make
922
sure that ``/srv/pithos/data`` is visible by all of them.
923

    
924
If you would like to use Images that are also/only stored locally, you need to
925
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
926
Pithos+.
927

    
928
Testing
929
~~~~~~~
930
You can test that snf-image is successfully installed by running on the
931
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
932

    
933
.. code-block:: console
934

    
935
   # gnt-os diagnose
936

    
937
This should return ``valid`` for snf-image.
938

    
939
If you are interested to learn more about snf-image's internals (and even use
940
it alongside Ganeti without Synnefo), please see
941
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information concerning
942
installation instructions, documentation on the design and implementation, and
943
supported Image formats.
944

    
945
snf-image's actual Images
946
-------------------------
947

    
948
Now that snf-image is installed successfully we need to provide it with some
949
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
950
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
951
format. For more information about snf-image's Image formats see `here
952
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
953

    
954
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
955
above Images to be stored:
956

    
957
 * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR`` in
958
   :file:`/etc/default/snf-image`)
959
 * On a remote host (accessible via a public URL e.g: http://... or ftp://...)
960
 * On Pithos+ (accessible natively, not only by its public URL)
961

    
962
For the purpose of this guide, we will use the `Debian Squeeze Base Image
963
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ found on the official
964
`snf-image page
965
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
966
of type ``diskdump``. We will store it in our new Pithos+ installation.
967

    
968
To do so, do the following:
969

    
970
a) Download the Image from the official snf-image page (`image link
971
   <https://pithos.okeanos.grnet.gr/public/9epgb>`_).
972

    
973
b) Upload the Image to your Pithos+ installation, either using the Pithos+ Web UI
974
   or the command line client `kamaki
975
   <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_.
976

    
977
Once the Image is uploaded successfully, download the Image's metadata file
978
from the official snf-image page (`image_metadata link
979
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_). You will need it, for
980
spawning a VM from Ganeti, in the next section.
981

    
982
Of course, you can repeat the procedure to upload more Images, available from the
983
`official snf-image page
984
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
985

    
986
Spawning a VM from a Pithos+ Image, using Ganeti
987
------------------------------------------------
988

    
989
Now, it is time to test our installation so far. So, we have Astakos and
990
Pithos+ installed, we have a working Ganeti installation, the snf-image
991
definition installed on all VM-capable nodes and a Debian Squeeze Image on
992
Pithos+. Make sure you also have the `metadata file
993
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
994

    
995
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
996

    
997
.. code-block:: console
998

    
999
   # gnt-instance add -o snf-image+default --os-parameters
1000
                      img_passwd=my_vm_example_passw0rd,
1001
                      img_format=diskdump,
1002
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1003
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1004
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1005
                      testvm1
1006

    
1007
In the above command:
1008

    
1009
 * ``img_passwd``: the arbitrary root password of your new instance
1010
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1011
 * ``img_id``: If you want to deploy an Image stored on Pithos+ (our case), this
1012
               should have the format
1013
               ``pithos://<username>/<container>/<filename>``:
1014
                * ``username``: ``user@example.com`` (defined during Astakos sign up)
1015
                * ``container``: ``pithos`` (default, if the Web UI was used)
1016
                * ``filename``: the name of file (visible also from the Web UI)
1017
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1018
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1019
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
1020

    
1021
If the ``gnt-instance add`` command returns successfully, then run:
1022

    
1023
.. code-block:: console
1024

    
1025
   # gnt-instance info testvm1 | grep "console connection"
1026

    
1027
to find out where to connect using VNC. If you can connect successfully and can
1028
login to your new instance using the root password ``my_vm_example_passw0rd``,
1029
then everything works as expected and you have your new Debian Base VM up and
1030
running.
1031

    
1032
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1033
to access the Pithos+ database and the Pithos+ backend data. Also, make sure
1034
you gave the correct ``img_id`` and ``img_properties``. If ``gnt-instance add``
1035
succeeds but you cannot connect, again find out what went wrong. Do *NOT*
1036
proceed to the next steps unless you are sure everything works till this point.
1037

    
1038
If everything works, you have successfully connected Ganeti with Pithos+. Let's
1039
move on to networking now.
1040

    
1041
.. warning::
1042
    You can bypass the networking sections and go straight to
1043
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1044
    the Cyclades Network Service, but only the Cyclades Compute Service
1045
    (recommended for now).
1046

    
1047
Network setup overview
1048
----------------------
1049

    
1050
This part is deployment-specific and must be customized based on the specific
1051
needs of the system administrator. However, to do so, the administrator needs
1052
to understand how each level handles Virtual Networks, to be able to setup the
1053
backend appropriately, before installing Cyclades.
1054

    
1055
Network @ Cyclades level
1056
~~~~~~~~~~~~~~~~~~~~~~~~
1057

    
1058
Cyclades understands two types of Virtual Networks:
1059

    
1060
a) One common Public Network (Internet)
1061
b) One or more distinct Private Networks (L2)
1062

    
1063
a) When a new VM is created, it instantly gets connected to the Public Network
1064
   (Internet). This means it gets a public IPv4 and IPv6 and has access to the
1065
   public Internet.
1066

    
1067
b) Then each user, is able to create one or more Private Networks manually and
1068
   add VMs inside those Private Networks. Private Networks provide Layer 2
1069
   connectivity. All VMs inside a Private Network are completely isolated.
1070

    
1071
From the VM perspective, every Network corresponds to a distinct NIC. So, the
1072
above are translated as follows:
1073

    
1074
a) Every newly created VM, needs at least one NIC. This NIC, connects the VM
1075
   to the Public Network and thus should get a public IPv4 and IPv6.
1076

    
1077
b) For every Private Network, the VM gets a new NIC, which is added during the
1078
   connection of the VM to the Private Network (without an IP). This NIC should
1079
   have L2 connectivity with all other NICs connected to this Private Network.
1080

    
1081
To achieve the above, first of all, we need Network and IP Pool management support
1082
at Ganeti level, for Cyclades to be able to issue the corresponding commands.
1083

    
1084
Network @ Ganeti level
1085
~~~~~~~~~~~~~~~~~~~~~~
1086

    
1087
Currently, Ganeti does not support IP Pool management. However, we've been
1088
actively in touch with the official Ganeti team, who are reviewing a relatively
1089
big patchset that implements this functionality (you can find it at the
1090
ganeti-devel mailing list). We hope that the functionality will be merged to
1091
the Ganeti master branch soon and appear on Ganeti 2.7.
1092

    
1093
Furthermore, currently the `~okeanos service <http://okeanos.grnet.gr>`_ uses
1094
the same patchset with slight differencies on top of Ganeti 2.4.5. Cyclades
1095
0.9 are compatible with this old patchset and we do not guarantee that will
1096
work with the updated patchset sent to ganeti-devel.
1097

    
1098
We do *NOT* recommend you to apply the patchset yourself on the current Ganeti
1099
master, unless you are an experienced Cyclades and Ganeti integrator and you
1100
really know what you are doing.
1101

    
1102
Instead, be a little patient and we hope that everything will work out of the
1103
box, once the patchset makes it into the Ganeti master. When so, Cyclades will
1104
get updated to become compatible with that Ganeti version.
1105

    
1106
Network @ Physical host level
1107
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1108

    
1109
We talked about the two types of Network from the Cyclades perspective, from the
1110
VMs perspective and from Ganeti's perspective. Finally, we need to talk about
1111
the Networks from the physical (VM container) host's perspective.
1112

    
1113
If your version of Ganeti supports IP pool management, then you need to setup
1114
your physical hosts for the two types of Networks. For the second type
1115
(Private Networks), our reference installation uses a number of pre-provisioned
1116
bridges (one for each Network), which are connected to the corresponding number
1117
of pre-provisioned vlans on each physical host (node1 and node2). For the first
1118
type (Public Network), our reference installation uses routing over one
1119
preprovisioned vlan on each host (node1 and node2). It also uses the `NFDHCPD`
1120
package for dynamically serving specific public IPs managed by Ganeti.
1121

    
1122
Public Network setup
1123
--------------------
1124

    
1125
Physical hosts' public network setup
1126
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1127

    
1128
The physical hosts' setup is out of the scope of this guide.
1129

    
1130
However, two common cases that you may want to consider (and choose from) are:
1131

    
1132
a) One public bridge, where all VMs' public tap interfaces will connect.
1133
b) IP-less routing over the same vlan on every host.
1134

    
1135
When you setup your physical hosts (node1 and node2) for the Public Network,
1136
then you need to inform Ganeti about the Network's IP range.
1137

    
1138
Add the public network to Ganeti
1139
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1140

    
1141
Once you have Ganeti with IP pool management up and running, you need to choose
1142
the public network for your VMs and add it to Ganeti. Let's assume, that you
1143
want to assign IPs from the ``5.6.7.0/27`` range to your new VMs, with
1144
``5.6.7.1`` as their gateway. You can add the network by running:
1145

    
1146
.. code-block:: console
1147

    
1148
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 public_network
1149

    
1150
Then, connect the network to all your nodegroups. We assume that we only have
1151
one nodegroup (``default``) in our Ganeti cluster:
1152

    
1153
.. code-block:: console
1154

    
1155
   # gnt-network connect public_network default public_link
1156

    
1157
Your new network is now ready from the Ganeti perspective. Now, we need to setup
1158
`NFDHCPD` to actually reply with the correct IPs (that Ganeti will choose for
1159
each NIC).
1160

    
1161
NFDHCPD
1162
~~~~~~~
1163

    
1164
At this point, Ganeti knows about your preferred network, it can manage the IP
1165
pool and choose a specific IP for each new VM's NIC. However, the actual
1166
assignment of the IP to the NIC is not done by Ganeti. It is done after the VM
1167
boots and its dhcp client makes a request. When this is done, `NFDHCPD` will
1168
reply to the request with Ganeti's chosen IP. So, we need to install `NFDHCPD`
1169
on all VM-capable nodes of the Ganeti cluster (node1 and node2 in our case) and
1170
connect it to Ganeti:
1171

    
1172
.. code-block:: console
1173

    
1174
   # apt-get install nfdhcpd
1175

    
1176
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1177
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1178
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1179
VMs. Once you are finished, restart the server on all nodes:
1180

    
1181
.. code-block:: console
1182

    
1183
   # /etc/init.d/nfdhcpd restart
1184

    
1185
If you are using ``ferm``, then you need to run the following:
1186

    
1187
.. code-block:: console
1188

    
1189
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1190
   # /etc/init.d/ferm restart
1191

    
1192
Now, you need to connect `NFDHCPD` with Ganeti. To do that, you need to install
1193
a custom KVM ifup script for use by Ganeti, as ``/etc/ganeti/kvm-vif-bridge``,
1194
on all VM-capable GANETI-NODEs (node1 and node2). A sample implementation is
1195
provided along with `snf-cyclades-gtools <snf-cyclades-gtools>`, that will
1196
be installed in the next sections, however you will probably need to write your
1197
own, according to your underlying network configuration.
1198

    
1199
Testing the Public Network
1200
~~~~~~~~~~~~~~~~~~~~~~~~~~
1201

    
1202
So, we have setup the bridges/vlans on the physical hosts appropriately, we have
1203
added the desired network to Ganeti, we have installed nfdhcpd and installed the
1204
appropriate ``kvm-vif-bridge`` script under ``/etc/ganeti``.
1205

    
1206
Now, it is time to test that the backend infrastracture is correctly setup for
1207
the Public Network. We assume to have used the (b) method on setting up the
1208
physical hosts. We will add a new VM, the same way we did it on the previous
1209
testing section. However, now will also add one NIC, configured to be managed
1210
from our previously defined network. Run on the GANETI-MASTER (node1):
1211

    
1212
.. code-block:: console
1213

    
1214
   # gnt-instance add -o snf-image+default --os-parameters
1215
                      img_passwd=my_vm_example_passw0rd,
1216
                      img_format=diskdump,
1217
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1218
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1219
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1220
                      --net 0:ip=pool,mode=routed,link=public_link
1221
                      testvm2
1222

    
1223
If the above returns successfully, connect to the new VM and run:
1224

    
1225
.. code-block:: console
1226

    
1227
   root@testvm2:~ # ifconfig -a
1228

    
1229
If a network interface appears with an IP from you Public Network's range
1230
(``5.6.7.0/27``) and the corresponding gateway, then you have successfully
1231
connected Ganeti with `NFDHCPD` (and ``kvm-vif-bridge`` works correctly).
1232

    
1233
Now ping the outside world. If this works too, then you have also configured
1234
correctly your physical hosts' networking.
1235

    
1236
Later, Cyclades will create the first NIC of every new VM by issuing an
1237
analogous command. The first NIC of the instance will be the NIC connected to
1238
the Public Network. The ``link`` variable will be set accordingly in the
1239
Cyclades conf files later on the guide.
1240

    
1241
Make sure everything works as expected, before proceeding with the Private
1242
Networks setup.
1243

    
1244
.. _private-networks-setup:
1245

    
1246
Private Networks setup
1247
----------------------
1248

    
1249
Physical hosts' private networks setup
1250
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1251

    
1252
At the physical host's level, it is the administrator's responsibility to
1253
configure the network appropriately, according to his/her needs (as for the
1254
Public Network).
1255

    
1256
However we propose the following setup:
1257

    
1258
For every possible Private Network we assume a pre-provisioned bridge interface
1259
exists on every host with the same name. Every Private Network will be
1260
associated with one of the pre-provisioned bridges. Then the instance's new NIC
1261
(while connecting to the Private Network) will be connected to that bridge. All
1262
instances' tap interfaces that reside in the same Private Network will be
1263
connected in the corresponding bridge of that network. Furthermore, every
1264
bridge will be connected to a corresponding vlan. So, lets assume that our
1265
Cyclades installation allows for 20 Private Networks to be setup. We should
1266
pre-provision the corresponding bridges and vlans to all the hosts. We can do
1267
this by running on all VM-capable Ganeti nodes (in our case node1 and node2):
1268

    
1269
.. code-block:: console
1270

    
1271
   # $iface=eth0
1272
   # for prv in $(seq 1 20); do
1273
	vlan=$prv
1274
	bridge=prv$prv
1275
	vconfig add $iface $vlan
1276
	ifconfig $iface.$vlan up
1277
	brctl addbr $bridge
1278
	brctl setfd $bridge 0
1279
	brctl addif $bridge $iface.$vlan
1280
	ifconfig $bridge up
1281
      done
1282

    
1283
The above will do the following (assuming ``eth0`` exists on both hosts):
1284

    
1285
 * provision 20 new bridges: ``prv1`` - ``prv20``
1286
 * provision 20 new vlans: ``eth0.1`` - ``eth0.20``
1287
 * add the corresponding vlan to the equivelant bridge
1288

    
1289
You can run ``brctl show`` on both nodes to see if everything was setup
1290
correctly.
1291

    
1292
Everything is now setup to support the 20 Cyclades Private Networks. Later,
1293
we will configure Cyclades to talk to those 20 pre-provisioned bridges.
1294

    
1295
Testing the Private Networks
1296
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1297

    
1298
To test the Private Networks, we will create two instances and put them in the
1299
same Private Network (``prv1``). This means that the instances will have a
1300
second NIC connected to the ``prv1`` pre-provisioned bridge.
1301

    
1302
We run the same command as in the Public Network testing section, but with one
1303
more argument for the second NIC:
1304

    
1305
.. code-block:: console
1306

    
1307
   # gnt-instance add -o snf-image+default --os-parameters
1308
                      img_passwd=my_vm_example_passw0rd,
1309
                      img_format=diskdump,
1310
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1311
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1312
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1313
                      --net 0:ip=pool,mode=routed,link=public_link
1314
                      --net 1:ip=none,mode=bridged,link=prv1
1315
                      testvm3
1316

    
1317
   # gnt-instance add -o snf-image+default --os-parameters
1318
                      img_passwd=my_vm_example_passw0rd,
1319
                      img_format=diskdump,
1320
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1321
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1322
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1323
                      --net 0:ip=pool,mode=routed,link=public_link
1324
                      --net 1:ip=none,mode=bridged,link=prv1
1325
                      testvm4
1326

    
1327
Above, we create two instances with their first NIC connected to the Public
1328
Network and their second NIC connected to the first Private Network (``prv1``).
1329
Now, connect to the instances using VNC and make sure everything works as
1330
expected:
1331

    
1332
a) The instances have access to the public internet through their first eth
1333
   interface (``eth0``), which has been automatically assigned a public IP.
1334

    
1335
b) Setup the second eth interface of the instances (``eth1``), by assigning two
1336
   different private IPs (e.g.: ``10.0.0.1`` and ``10.0.0.2``) and the
1337
   corresponding netmask. If they ``ping`` each other successfully, then
1338
   the Private Network works.
1339

    
1340
Repeat the procedure with more instances connected in different Private Networks
1341
(``prv{1-20}``), by adding more NICs on each instance. e.g.: We add an instance
1342
connected to the Public Network and Private Networks 1, 3 and 19:
1343

    
1344
.. code-block:: console
1345

    
1346
   # gnt-instance add -o snf-image+default --os-parameters
1347
                      img_passwd=my_vm_example_passw0rd,
1348
                      img_format=diskdump,
1349
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1350
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1351
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1352
                      --net 0:ip=pool,mode=routed,link=public_link
1353
                      --net 1:ip=none,mode=bridged,link=prv1
1354
                      --net 2:ip=none,mode=bridged,link=prv3
1355
                      --net 3:ip=none,mode=bridged,link=prv19
1356
                      testvm5
1357

    
1358
If everything works as expected, then you have finished the Network Setup at the
1359
backend for both types of Networks (Public & Private).
1360

    
1361
.. _cyclades-gtools:
1362

    
1363
Cyclades Ganeti tools
1364
---------------------
1365

    
1366
In order for Ganeti to be connected with Cyclades later on, we need the
1367
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1368
case). You can install them by running in both nodes:
1369

    
1370
.. code-block:: console
1371

    
1372
   # apt-get install snf-cyclades-gtools
1373

    
1374
This will install the following:
1375

    
1376
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1377
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1378
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1379
 * ``kvm-vif-bridge`` (installed under ``/etc/ganeti`` to connect Ganeti with
1380
   NFDHCPD)
1381

    
1382
Configure ``snf-cyclades-gtools``
1383
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1384

    
1385
The package will install the ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf``
1386
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1387
that need it:
1388

    
1389
.. code-block:: console
1390

    
1391
   RABBIT_HOST = "node1.example.com:5672"
1392
   RABBIT_USERNAME = "synnefo"
1393
   RABBIT_PASSWORD = "example_rabbitmq_passw0rd"
1394

    
1395
The above variables should reflect your :ref:`Message Queue setup
1396
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1397

    
1398
Connect ``snf-image`` with ``snf-progress-monitor``
1399
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1400

    
1401
Finally, we need to configure ``snf-image`` to publish progress messages during
1402
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1403
set the corresponding variable to ``snf-progress-monitor``:
1404

    
1405
.. code-block:: console
1406

    
1407
   PROGRESS_MONITOR="snf-progress-monitor"
1408

    
1409
This file should be editted in all Ganeti nodes.
1410

    
1411
.. _rapi-user:
1412

    
1413
Synnefo RAPI user
1414
-----------------
1415

    
1416
As a last step before installing Cyclades, create a new RAPI user that will
1417
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1418
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1419
You can do this, by first running:
1420

    
1421
.. code-block:: console
1422

    
1423
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1424

    
1425
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1426

    
1427
.. code-block:: console
1428

    
1429
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1430

    
1431
More about Ganeti's RAPI users `here.
1432
<http://docs.ganeti.org/ganeti/2.5/html/rapi.html#introduction>`_
1433

    
1434
You have now finished with all needed Prerequisites for Cyclades (and
1435
Plankton). Let's move on to the actual Cyclades installation.
1436

    
1437

    
1438
Installation of Cyclades (and Plankton) on node1
1439
================================================
1440

    
1441
This section describes the installation of Cyclades. Cyclades is Synnefo's
1442
Compute service. Plankton (the Image Registry service) will get installed
1443
automatically along with Cyclades, because it is contained in the same Synnefo
1444
component right now.
1445

    
1446
We will install Cyclades (and Plankton) on node1. To do so, we install the
1447
corresponding package by running on node1:
1448

    
1449
.. code-block:: console
1450

    
1451
   # apt-get install snf-cyclades-app
1452

    
1453
If the package installs successfully, then Cyclades and Plankton are installed
1454
and we proceed with their configuration.
1455

    
1456

    
1457
Configuration of Cyclades (and Plankton)
1458
========================================
1459

    
1460
Conf files
1461
----------
1462

    
1463
After installing Cyclades, a number of new configuration files will appear under
1464
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will descibe here
1465
only the minimal needed changes to result with a working system. In general, sane
1466
defaults have been chosen for the most of the options, to cover most of the
1467
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1468
once you get familiar with the different options.
1469

    
1470
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1471

    
1472
.. code-block:: console
1473

    
1474
   GANETI_MAX_LINK_NUMBER = 20
1475
   ASTAKOS_URL = 'https://node1.example.com/im/authenticate'
1476

    
1477
The ``GANETI_MAX_LINK_NUMBER`` is used to construct the names of the bridges
1478
already pre-provisioned for the Private Networks. Thus we set it to ``20``, to
1479
reflect our :ref:`Private Networks setup in the host machines
1480
<private-networks-setup>`. These numbers will suffix the
1481
``GANETI_LINK_PREFIX``, which is already set to ``prv`` and doesn't need to be
1482
changed. With those two variables Cyclades will construct the names of the
1483
available bridges ``prv1`` to ``prv20``, which are the real pre-provisioned
1484
bridges in the backend.
1485

    
1486
The ``ASTAKOS_URL`` denotes the authentication endpoint for Cyclades and is set
1487
to point to Astakos (this should have the same value with Pithos+'s
1488
``PITHOS_AUTHENTICATION_URL``, setup :ref:`previously <conf-pithos>`).
1489

    
1490
Edit ``/etc/synnefo/20-snf-cyclades-app-backend.conf``:
1491

    
1492
.. code-block:: console
1493

    
1494
   GANETI_MASTER_IP = "ganeti.node1.example.com"
1495
   GANETI_CLUSTER_INFO = (GANETI_MASTER_IP, 5080, "cyclades", "example_rapi_passw0rd")
1496

    
1497
``GANETI_MASTER_IP`` denotes the Ganeti-master's floating IP. We provide the
1498
corresponding domain that resolves to that IP, than the IP itself, to ensure
1499
Cyclades can talk to Ganeti even after a Ganeti master-failover.
1500

    
1501
``GANETI_CLUSTER_INFO`` is a tuple containing the ``GANETI_MASTER_IP``, the RAPI
1502
port, the RAPI user's username and the RAPI user's password. We set the above to
1503
reflect our :ref:`RAPI User setup <rapi-user>`.
1504

    
1505
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1506

    
1507
.. code-block:: console
1508

    
1509
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1510
   CLOUDBAR_ACTIVE_SERVICE = '2'
1511
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
1512
   CLOUDBAR_MENU_URL = 'https://account.node1.example.com/im/get_menu'
1513

    
1514
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1515
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1516
used by the Cyclades Web UI to get from Astakos all the information needed to
1517
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1518
above should have the same values we put in the corresponding variables in
1519
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1520
:ref:`Pithos configuration <conf-pithos>` section.
1521

    
1522
The ``CLOUDBAR_ACTIVE_SERVICE`` points to an already registered Astakos
1523
service. You can see all :ref:`registered services <services-reg>` by running
1524
on the Astakos node (node1):
1525

    
1526
.. code-block:: console
1527

    
1528
   # snf-manage listservices
1529

    
1530
The value of ``CLOUDBAR_ACTIVE_SERVICE`` should be the cyclades service's
1531
``id`` as shown by the above command, in our case ``2``.
1532

    
1533
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1534

    
1535
.. code-block:: console
1536

    
1537
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1538
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1539

    
1540
In this file we configure the Plankton Service. ``BACKEND_DB_CONNECTION``
1541
denotes the Pithos+ database (where the Image files are stored). So we set that
1542
to point to our Pithos+ database. ``BACKEND_BLOCK_PATH`` denotes the actual
1543
Pithos+ data location.
1544

    
1545
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1546

    
1547
.. code-block:: console
1548

    
1549
   RABBIT_HOST = "node1.example.com:5672"
1550
   RABBIT_USERNAME = "synnefo"
1551
   RABBIT_PASSWORD = "example_rabbitmq_passw0rd"
1552

    
1553
The above settings denote the Message Queue. Those settings should have the same
1554
values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and
1555
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1556

    
1557
Edit ``/etc/synnefo/20-snf-cyclades-app-ui.conf``:
1558

    
1559
.. code-block:: console
1560

    
1561
   UI_MEDIA_URL = '/static/ui/static/snf/'
1562
   UI_LOGIN_URL = "https://node1.example.com/im/login"
1563
   UI_LOGOUT_URL = "https://node1.example.com/im/logout"
1564

    
1565
``UI_MEDIA_URL`` denotes the location of the UI's static files.
1566

    
1567
The ``UI_LOGIN_URL`` option tells the Cyclades Web UI where to redirect users,
1568
if they are not logged in. We point that to Astakos.
1569

    
1570
The ``UI_LOGOUT_URL`` option tells the Cyclades Web UI where to redirect the
1571
user when he/she logs out. We point that to Astakos, too.
1572

    
1573
We have now finished with the basic Cyclades and Plankton configuration.
1574

    
1575
Database Initialization
1576
-----------------------
1577

    
1578
Once Cyclades is configured, we sync the database:
1579

    
1580
.. code-block:: console
1581

    
1582
   $ snf-manage syncdb
1583
   $ snf-manage migrate
1584

    
1585
and load the initial server flavors:
1586

    
1587
.. code-block:: console
1588

    
1589
   $ snf-manage loaddata flavors
1590

    
1591
If everything returns successfully, our database is ready.
1592

    
1593
Servers restart
1594
---------------
1595

    
1596
We also need to restart gunicorn on node1:
1597

    
1598
.. code-block:: console
1599

    
1600
   # /etc/init.d/gunicorn restart
1601

    
1602
Now let's do the final connections of Cyclades with Ganeti.
1603

    
1604
``snf-dispatcher`` initialization
1605
---------------------------------
1606

    
1607
``snf-dispatcher`` dispatches all messages published to the Message Queue and
1608
manages the Cyclades database accordingly. It also initializes all exchanges. By
1609
default it is not enabled during installation of Cyclades, so let's enable it in
1610
its configuration file ``/etc/default/snf-dispatcher``:
1611

    
1612
.. code-block:: console
1613

    
1614
   SNF_DSPTCH_ENABLE=true
1615

    
1616
and start the daemon:
1617

    
1618
.. code-block:: console
1619

    
1620
   # /etc/init.d/snf-dispatcher start
1621

    
1622
You can see that everything works correctly by tailing its log file
1623
``/var/log/synnefo/dispatcher.log``.
1624

    
1625
``snf-ganeti-eventd`` on GANETI MASTER
1626
--------------------------------------
1627

    
1628
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
1629
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
1630
The daemon is already installed on the GANETI MASTER (node1 in our case).
1631
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
1632
installation, so we enable it in its configuration file
1633
``/etc/default/snf-ganeti-eventd``:
1634

    
1635
.. code-block:: console
1636

    
1637
   SNF_EVENTD_ENABLE=true
1638

    
1639
and start the daemon:
1640

    
1641
.. code-block:: console
1642

    
1643
   # /etc/init.d/snf-ganeti-eventd start
1644

    
1645
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
1646

    
1647
If all the above return successfully, then you have finished with the Cyclades
1648
and Plankton installation and setup. Let's test our installation now.
1649

    
1650

    
1651
Testing of Cyclades (and Plankton)
1652
==================================
1653

    
1654

    
1655
General Testing
1656
===============
1657

    
1658

    
1659
Notes
1660
=====