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.. _quick-install-admin-guide:
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3
Administrator's Installation Guide
4
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
5

    
6
This is the Administrator's installation guide.
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It describes how to install the whole synnefo stack on two (2) physical nodes,
9
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
11
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 Service (part of Cyclades)
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    * Network Service (part of Cyclades)
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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
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guide and just stop after the "Testing of Pithos" section.
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27

    
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Installation of Synnefo / Introduction
29
======================================
30

    
31
We will install the services with the above list's order. The last three
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services will be installed in a single step (at the end), because at the moment
33
they are contained in the same software component (Cyclades). Furthermore, we
34
will install all services in the first physical node, except Pithos which will
35
be installed in the second, due to a conflict between the snf-pithos-app and
36
snf-cyclades-app 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
39
"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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.. note:: It is import that the two machines are under the same domain name.
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    If they are not, you can do this by editting the file ``/etc/hosts``
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    on both machines, and add the following lines:
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    .. code-block:: console
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        4.3.2.1     node1.example.com
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        4.3.2.2     node2.example.com
51

    
52

    
53
General Prerequisites
54
=====================
55

    
56
These are the general synnefo prerequisites, that you need on node1 and node2
57
and are related to all the services (Astakos, Pithos, Cyclades).
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To be able to download all synnefo components you need to add the following
60
lines in your ``/etc/apt/sources.list`` file:
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| ``deb http://apt.dev.grnet.gr squeeze/``
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| ``deb-src http://apt.dev.grnet.gr squeeze/``
64

    
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and import the repo's GPG key:
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| ``curl https://dev.grnet.gr/files/apt-grnetdev.pub | apt-key add -``
68

    
69
Also add the following line to enable the ``squeeze-backports`` repository,
70
which may provide more recent versions of certain packages. The repository
71
is deactivated by default and must be specified expicitly in ``apt-get``
72
operations:
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| ``deb http://backports.debian.org/debian-backports squeeze-backports main``
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76
You also need a shared directory visible by both nodes. Pithos will save all
77
data inside this directory. By 'all data', we mean files, images, and pithos
78
specific mapping data. If you plan to upload more than one basic image, this
79
directory should have at least 50GB of free space. During this guide, we will
80
assume that node1 acts as an NFS server and serves the directory ``/srv/pithos``
81
to node2 (be sure to set no_root_squash flag). Node2 has this directory
82
mounted under ``/srv/pithos``, too.
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84
Before starting the synnefo installation, you will need basic third party
85
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,
87
specific to a synnefo service for each node, will be described at the service's
88
section.
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90
Finally, it is required for Cyclades and Ganeti nodes to have synchronized
91
system clocks (e.g. by running ntpd).
92

    
93
Node1
94
-----
95

    
96
General Synnefo dependencies
97
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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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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    * ntp (NTP daemon)
104
    * gevent
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106
You can install apache2, progresql and ntp by running:
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.. code-block:: console
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110
   # apt-get install apache2 postgresql ntp
111

    
112
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
113
the official debian backports:
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115
.. code-block:: console
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117
   # apt-get -t squeeze-backports install gunicorn
118

    
119
Also, make sure to install gevent >= 0.13.6. Again from the debian backports:
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.. code-block:: console
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   # apt-get -t squeeze-backports install python-gevent
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125
On node1, we will create our databases, so you will also need the
126
python-psycopg2 package:
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.. code-block:: console
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   # apt-get install python-psycopg2
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132
To install RabbitMQ>=2.8.4, use the RabbitMQ APT repository by adding the
133
following line to ``/etc/apt/sources.list``:
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.. code-block:: console
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    deb http://www.rabbitmq.com/debian testing main
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Add RabbitMQ public key, to trusted key list:
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.. code-block:: console
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  # wget http://www.rabbitmq.com/rabbitmq-signing-key-public.asc
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  # apt-key add rabbitmq-signing-key-public.asc
145

    
146
Finally, to install the package run:
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148
.. code-block:: console
149

    
150
  # apt-get update
151
  # apt-get install rabbitmq-server
152

    
153
Database setup
154
~~~~~~~~~~~~~~
155

    
156
On node1, we create a database called ``snf_apps``, that will host all django
157
apps related tables. We also create the user ``synnefo`` and grant him all
158
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
170
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;
176
    postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_pithos TO synnefo;
177

    
178
Configure the database to listen to all network interfaces. You can do this by
179
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
183

    
184
    listen_addresses = '*'
185

    
186
Furthermore, edit ``/etc/postgresql/8.4/main/pg_hba.conf`` to allow node1 and
187
node2 to connect to the database. Add the following lines under ``#IPv4 local
188
connections:`` :
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.. code-block:: console
191

    
192
    host		all	all	4.3.2.1/32	md5
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    host		all	all	4.3.2.2/32	md5
194

    
195
Make sure to substitute "4.3.2.1" and "4.3.2.2" with node1's and node2's
196
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
201

    
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Gunicorn setup
203
~~~~~~~~~~~~~~
204

    
205
Create the file ``/etc/gunicorn.d/synnefo`` containing the following:
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207
.. code-block:: console
208

    
209
    CONFIG = {
210
     'mode': 'django',
211
     'environment': {
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       'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
213
     },
214
     'working_dir': '/etc/synnefo',
215
     'user': 'www-data',
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     'group': 'www-data',
217
     'args': (
218
       '--bind=127.0.0.1:8080',
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       '--worker-class=gevent',
220
       '--workers=8',
221
       '--log-level=debug',
222
     ),
223
    }
224

    
225
.. warning:: Do NOT start the server yet, because it won't find the
226
    ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts``
227
    instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to
228
    ``--worker-class=sync``. We will start the server after successful
229
    installation of astakos. If the server is running::
230

    
231
       # /etc/init.d/gunicorn stop
232

    
233
Apache2 setup
234
~~~~~~~~~~~~~
235

    
236
Create the file ``/etc/apache2/sites-available/synnefo`` containing the
237
following:
238

    
239
.. code-block:: console
240

    
241
    <VirtualHost *:80>
242
        ServerName node1.example.com
243

    
244
        RewriteEngine On
245
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
246
        RewriteRule ^(.*)$ - [F,L]
247
        RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
248
    </VirtualHost>
249

    
250
Create the file ``/etc/apache2/sites-available/synnefo-ssl`` containing the
251
following:
252

    
253
.. code-block:: console
254

    
255
    <IfModule mod_ssl.c>
256
    <VirtualHost _default_:443>
257
        ServerName node1.example.com
258

    
259
        Alias /static "/usr/share/synnefo/static"
260

    
261
        #  SetEnv no-gzip
262
        #  SetEnv dont-vary
263

    
264
       AllowEncodedSlashes On
265

    
266
       RequestHeader set X-Forwarded-Protocol "https"
267

    
268
    <Proxy * >
269
        Order allow,deny
270
        Allow from all
271
    </Proxy>
272

    
273
        SetEnv                proxy-sendchunked
274
        SSLProxyEngine        off
275
        ProxyErrorOverride    off
276

    
277
        ProxyPass        /static !
278
        ProxyPass        / http://localhost:8080/ retry=0
279
        ProxyPassReverse / http://localhost:8080/
280

    
281
        RewriteEngine On
282
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
283
        RewriteRule ^(.*)$ - [F,L]
284

    
285
        SSLEngine on
286
        SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
287
        SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
288
    </VirtualHost>
289
    </IfModule>
290

    
291
Now enable sites and modules by running:
292

    
293
.. code-block:: console
294

    
295
   # a2enmod ssl
296
   # a2enmod rewrite
297
   # a2dissite default
298
   # a2ensite synnefo
299
   # a2ensite synnefo-ssl
300
   # a2enmod headers
301
   # a2enmod proxy_http
302

    
303
.. warning:: Do NOT start/restart the server yet. If the server is running::
304

    
305
       # /etc/init.d/apache2 stop
306

    
307
.. _rabbitmq-setup:
308

    
309
Message Queue setup
310
~~~~~~~~~~~~~~~~~~~
311

    
312
The message queue will run on node1, so we need to create the appropriate
313
rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
314
exchanges:
315

    
316
.. code-block:: console
317

    
318
   # rabbitmqctl add_user synnefo "example_rabbitmq_passw0rd"
319
   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
320

    
321
We do not need to initialize the exchanges. This will be done automatically,
322
during the Cyclades setup.
323

    
324
Pithos data directory setup
325
~~~~~~~~~~~~~~~~~~~~~~~~~~~
326

    
327
As mentioned in the General Prerequisites section, there is a directory called
328
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
329
directory inside it:
330

    
331
.. code-block:: console
332

    
333
   # cd /srv/pithos
334
   # mkdir data
335
   # chown www-data:www-data data
336
   # chmod g+ws data
337

    
338
You are now ready with all general prerequisites concerning node1. Let's go to
339
node2.
340

    
341
Node2
342
-----
343

    
344
General Synnefo dependencies
345
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
346

    
347
    * apache (http server)
348
    * gunicorn (WSGI http server)
349
    * postgresql (database)
350
    * ntp (NTP daemon)
351
    * gevent
352

    
353
You can install the above by running:
354

    
355
.. code-block:: console
356

    
357
   # apt-get install apache2 postgresql ntp
358

    
359
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
360
the official debian backports:
361

    
362
.. code-block:: console
363

    
364
   # apt-get -t squeeze-backports install gunicorn
365

    
366
Also, make sure to install gevent >= 0.13.6. Again from the debian backports:
367

    
368
.. code-block:: console
369

    
370
   # apt-get -t squeeze-backports install python-gevent
371

    
372
Node2 will connect to the databases on node1, so you will also need the
373
python-psycopg2 package:
374

    
375
.. code-block:: console
376

    
377
   # apt-get install python-psycopg2
378

    
379
Database setup
380
~~~~~~~~~~~~~~
381

    
382
All databases have been created and setup on node1, so we do not need to take
383
any action here. From node2, we will just connect to them. When you get familiar
384
with the software you may choose to run different databases on different nodes,
385
for performance/scalability/redundancy reasons, but those kind of setups are out
386
of the purpose of this guide.
387

    
388
Gunicorn setup
389
~~~~~~~~~~~~~~
390

    
391
Create the file ``/etc/gunicorn.d/synnefo`` containing the following
392
(same contents as in node1; you can just copy/paste the file):
393

    
394
.. code-block:: console
395

    
396
    CONFIG = {
397
     'mode': 'django',
398
     'environment': {
399
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
400
     },
401
     'working_dir': '/etc/synnefo',
402
     'user': 'www-data',
403
     'group': 'www-data',
404
     'args': (
405
       '--bind=127.0.0.1:8080',
406
       '--worker-class=gevent',
407
       '--workers=4',
408
       '--log-level=debug',
409
       '--timeout=43200'
410
     ),
411
    }
412

    
413
.. warning:: Do NOT start the server yet, because it won't find the
414
    ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts``
415
    instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to
416
    ``--worker-class=sync``. We will start the server after successful
417
    installation of astakos. If the server is running::
418

    
419
       # /etc/init.d/gunicorn stop
420

    
421
Apache2 setup
422
~~~~~~~~~~~~~
423

    
424
Create the file ``/etc/apache2/sites-available/synnefo`` containing the
425
following:
426

    
427
.. code-block:: console
428

    
429
    <VirtualHost *:80>
430
        ServerName node2.example.com
431

    
432
        RewriteEngine On
433
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
434
        RewriteRule ^(.*)$ - [F,L]
435
        RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
436
    </VirtualHost>
437

    
438
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
439
containing the following:
440

    
441
.. code-block:: console
442

    
443
    <IfModule mod_ssl.c>
444
    <VirtualHost _default_:443>
445
        ServerName node2.example.com
446

    
447
        Alias /static "/usr/share/synnefo/static"
448

    
449
        SetEnv no-gzip
450
        SetEnv dont-vary
451
        AllowEncodedSlashes On
452

    
453
        RequestHeader set X-Forwarded-Protocol "https"
454

    
455
        <Proxy * >
456
            Order allow,deny
457
            Allow from all
458
        </Proxy>
459

    
460
        SetEnv                proxy-sendchunked
461
        SSLProxyEngine        off
462
        ProxyErrorOverride    off
463

    
464
        ProxyPass        /static !
465
        ProxyPass        / http://localhost:8080/ retry=0
466
        ProxyPassReverse / http://localhost:8080/
467

    
468
        SSLEngine on
469
        SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
470
        SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
471
    </VirtualHost>
472
    </IfModule>
473

    
474
As in node1, enable sites and modules by running:
475

    
476
.. code-block:: console
477

    
478
   # a2enmod ssl
479
   # a2enmod rewrite
480
   # a2dissite default
481
   # a2ensite synnefo
482
   # a2ensite synnefo-ssl
483
   # a2enmod headers
484
   # a2enmod proxy_http
485

    
486
.. warning:: Do NOT start/restart the server yet. If the server is running::
487

    
488
       # /etc/init.d/apache2 stop
489

    
490
We are now ready with all general prerequisites for node2. Now that we have
491
finished with all general prerequisites for both nodes, we can start installing
492
the services. First, let's install Astakos on node1.
493

    
494

    
495
Installation of Astakos on node1
496
================================
497

    
498
To install astakos, grab the package from our repository (make sure  you made
499
the additions needed in your ``/etc/apt/sources.list`` file, as described
500
previously), by running:
501

    
502
.. code-block:: console
503

    
504
   # apt-get install snf-astakos-app snf-pithos-backend
505

    
506
After successful installation of snf-astakos-app, make sure that also
507
snf-webproject has been installed (marked as "Recommended" package). By default
508
Debian installs "Recommended" packages, but if you have changed your
509
configuration and the package didn't install automatically, you should
510
explicitly install it manually running:
511

    
512
.. code-block:: console
513

    
514
   # apt-get install snf-webproject
515

    
516
The reason snf-webproject is "Recommended" and not a hard dependency, is to give
517
the experienced administrator the ability to install Synnefo in a custom made
518
`Django <https://www.djangoproject.com/>`_ project. This corner case
519
concerns only very advanced users that know what they are doing and want to
520
experiment with synnefo.
521

    
522

    
523
.. _conf-astakos:
524

    
525
Configuration of Astakos
526
========================
527

    
528
Conf Files
529
----------
530

    
531
After astakos is successfully installed, you will find the directory
532
``/etc/synnefo`` and some configuration files inside it. The files contain
533
commented configuration options, which are the default options. While installing
534
new snf-* components, new configuration files will appear inside the directory.
535
In this guide (and for all services), we will edit only the minimum necessary
536
configuration options, to reflect our setup. Everything else will remain as is.
537

    
538
After getting familiar with synnefo, you will be able to customize the software
539
as you wish and fits your needs. Many options are available, to empower the
540
administrator with extensively customizable setups.
541

    
542
For the snf-webproject component (installed as an astakos dependency), we
543
need the following:
544

    
545
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
546
uncomment and edit the ``DATABASES`` block to reflect our database:
547

    
548
.. code-block:: console
549

    
550
    DATABASES = {
551
     'default': {
552
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
553
         'ENGINE': 'postgresql_psycopg2',
554
         # ATTENTION: This *must* be the absolute path if using sqlite3.
555
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
556
         'NAME': 'snf_apps',
557
         'USER': 'synnefo',                      # Not used with sqlite3.
558
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
559
         # Set to empty string for localhost. Not used with sqlite3.
560
         'HOST': '4.3.2.1',
561
         # Set to empty string for default. Not used with sqlite3.
562
         'PORT': '5432',
563
     }
564
    }
565

    
566
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
567
``SECRET_KEY``. This is a Django specific setting which is used to provide a
568
seed in secret-key hashing algorithms. Set this to a random string of your
569
choise and keep it private:
570

    
571
.. code-block:: console
572

    
573
    SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
574

    
575
For astakos specific configuration, edit the following options in
576
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
577

    
578
.. code-block:: console
579

    
580
    ASTAKOS_DEFAULT_ADMIN_EMAIL = None
581

    
582
    ASTAKOS_COOKIE_DOMAIN = '.example.com'
583

    
584
    ASTAKOS_BASE_URL = 'https://node1.example.com'
585

    
586
The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our domain (for all
587
services). ``ASTAKOS_BASE_URL`` is the astakos top-level URL.
588

    
589
``ASTAKOS_DEFAULT_ADMIN_EMAIL`` refers to the administrator's email.
590
Every time a new account is created a notification is sent to this email.
591
For this we need access to a running mail server, so we have disabled
592
it for now by setting its value to None. For more informations on this,
593
read the relative :ref:`section <mail-server>`.
594

    
595
.. note:: For the purpose of this guide, we don't enable recaptcha authentication.
596
    If you would like to enable it, you have to edit the following options:
597

    
598
    .. code-block:: console
599

    
600
        ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
601
        ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
602
        ASTAKOS_RECAPTCHA_USE_SSL = True
603
        ASTAKOS_RECAPTCHA_ENABLED = True
604

    
605
    For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
606
    go to https://www.google.com/recaptcha/admin/create and create your own pair.
607

    
608
Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` :
609

    
610
.. code-block:: console
611

    
612
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
613

    
614
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/ui/get_services'
615

    
616
    CLOUDBAR_MENU_URL = 'https://node1.example.com/ui/get_menu'
617

    
618
Those settings have to do with the black cloudbar endpoints and will be
619
described in more detail later on in this guide. For now, just edit the domain
620
to point at node1 which is where we have installed Astakos.
621

    
622
If you are an advanced user and want to use the Shibboleth Authentication
623
method, read the relative :ref:`section <shibboleth-auth>`.
624

    
625
.. note:: Because Cyclades and Astakos are running on the same machine
626
    in our example, we have to deactivate the CSRF verification. We can do so
627
    by adding to
628
    ``/etc/synnefo/99-local.conf``:
629

    
630
    .. code-block:: console
631

    
632
        MIDDLEWARE_CLASSES.remove('django.middleware.csrf.CsrfViewMiddleware')
633
        TEMPLATE_CONTEXT_PROCESSORS.remove('django.core.context_processors.csrf')
634

    
635
Enable Pooling
636
--------------
637

    
638
This section can be bypassed, but we strongly recommend you apply the following,
639
since they result in a significant performance boost.
640

    
641
Synnefo includes a pooling DBAPI driver for PostgreSQL, as a thin wrapper
642
around Psycopg2. This allows independent Django requests to reuse pooled DB
643
connections, with significant performance gains.
644

    
645
To use, first monkey-patch psycopg2. For Django, run this before the
646
``DATABASES`` setting in ``/etc/synnefo/10-snf-webproject-database.conf``:
647

    
648
.. code-block:: console
649

    
650
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
651
    monkey_patch_psycopg2()
652

    
653
Since we are running with greenlets, we should modify psycopg2 behavior, so it
654
works properly in a greenlet context:
655

    
656
.. code-block:: console
657

    
658
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
659
    make_psycopg_green()
660

    
661
Use the Psycopg2 driver as usual. For Django, this means using
662
``django.db.backends.postgresql_psycopg2`` without any modifications. To enable
663
connection pooling, pass a nonzero ``synnefo_poolsize`` option to the DBAPI
664
driver, through ``DATABASES.OPTIONS`` in Django.
665

    
666
All the above will result in an ``/etc/synnefo/10-snf-webproject-database.conf``
667
file that looks like this:
668

    
669
.. code-block:: console
670

    
671
    # Monkey-patch psycopg2
672
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
673
    monkey_patch_psycopg2()
674

    
675
    # If running with greenlets
676
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
677
    make_psycopg_green()
678

    
679
    DATABASES = {
680
     'default': {
681
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
682
         'ENGINE': 'postgresql_psycopg2',
683
         'OPTIONS': {'synnefo_poolsize': 8},
684

    
685
         # ATTENTION: This *must* be the absolute path if using sqlite3.
686
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
687
         'NAME': 'snf_apps',
688
         'USER': 'synnefo',                      # Not used with sqlite3.
689
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
690
         # Set to empty string for localhost. Not used with sqlite3.
691
         'HOST': '4.3.2.1',
692
         # Set to empty string for default. Not used with sqlite3.
693
         'PORT': '5432',
694
     }
695
    }
696

    
697
Database Initialization
698
-----------------------
699

    
700
After configuration is done, we initialize the database by running:
701

    
702
.. code-block:: console
703

    
704
    # snf-manage syncdb
705

    
706
At this example we don't need to create a django superuser, so we select
707
``[no]`` to the question. After a successful sync, we run the migration needed
708
for astakos:
709

    
710
.. code-block:: console
711

    
712
    # snf-manage migrate im
713
    # snf-manage migrate quotaholder_app
714

    
715
Then, we load the pre-defined user groups
716

    
717
.. code-block:: console
718

    
719
    # snf-manage loaddata groups
720

    
721
.. _services-reg:
722

    
723
Services Registration
724
---------------------
725

    
726
When the database is ready, we need to register the services. The following
727
command will ask you to register the standard Synnefo components (astakos,
728
cyclades, and pithos) along with the services they provide. Note that you
729
have to register at least astakos in order to have a usable authentication
730
system. For each component, you will be asked to provide its base
731
installation URL as well as the UI URL (to appear in the Cloudbar).
732
Moreover, the command will automatically register the resource definitions
733
offered by the services.
734

    
735
.. code-block:: console
736

    
737
    # snf-register-components
738

    
739
.. note::
740

    
741
   This command is equivalent to running the following series of commands;
742
   it registers the three components in astakos and then in each host it
743
   exports the respective service definitions, copies the exported json file
744
   to the astakos host, where it finally imports it:
745

    
746
    .. code-block:: console
747

    
748
       astakos-host$ snf-manage component-add astakos astakos_ui_url
749
       astakos-host$ snf-manage component-add cyclades cyclades_ui_url
750
       astakos-host$ snf-manage component-add pithos pithos_ui_url
751
       astakos-host$ snf-manage service-export-astakos > astakos.json
752
       astakos-host$ snf-manage service-import --json astakos.json
753
       cyclades-host$ snf-manage service-export-cyclades > cyclades.json
754
       # copy the file to astakos-host
755
       astakos-host$ snf-manage service-import --json cyclades.json
756
       pithos-host$ snf-manage service-export-pithos > pithos.json
757
       # copy the file to astakos-host
758
       astakos-host$ snf-manage service-import --json pithos.json
759

    
760
Setting Default Base Quota for Resources
761
----------------------------------------
762

    
763
We now have to specify the limit on resources that each user can employ
764
(exempting resources offered by projects).
765

    
766
.. code-block:: console
767

    
768
    # snf-manage resource-modify --limit-interactive
769

    
770

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

    
774
Finally, we initialize the servers on node1:
775

    
776
.. code-block:: console
777

    
778
    root@node1:~ # /etc/init.d/gunicorn restart
779
    root@node1:~ # /etc/init.d/apache2 restart
780

    
781
We have now finished the Astakos setup. Let's test it now.
782

    
783

    
784
Testing of Astakos
785
==================
786

    
787
Open your favorite browser and go to:
788

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

    
791
If this redirects you to ``https://node1.example.com/ui/`` and you can see
792
the "welcome" door of Astakos, then you have successfully setup Astakos.
793

    
794
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
795
and fill all your data at the sign up form. Then click "SUBMIT". You should now
796
see a green box on the top, which informs you that you made a successful request
797
and the request has been sent to the administrators. So far so good, let's
798
assume that you created the user with username ``user@example.com``.
799

    
800
Now we need to activate that user. Return to a command prompt at node1 and run:
801

    
802
.. code-block:: console
803

    
804
    root@node1:~ # snf-manage user-list
805

    
806
This command should show you a list with only one user; the one we just created.
807
This user should have an id with a value of ``1``. It should also have an
808
"active" status with the value of ``0`` (inactive). Now run:
809

    
810
.. code-block:: console
811

    
812
    root@node1:~ # snf-manage user-update --set-active 1
813

    
814
This modifies the active value to ``1``, and actually activates the user.
815
When running in production, the activation is done automatically with different
816
types of moderation, that Astakos supports. You can see the moderation methods
817
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
818
documentation. In production, you can also manually activate a user, by sending
819
him/her an activation email. See how to do this at the :ref:`User
820
activation <user_activation>` section.
821

    
822
Now let's go back to the homepage. Open ``http://node1.example.com/ui/`` with
823
your browser again. Try to sign in using your new credentials. If the astakos
824
menu appears and you can see your profile, then you have successfully setup
825
Astakos.
826

    
827
Let's continue to install Pithos now.
828

    
829

    
830
Installation of Pithos on node2
831
===============================
832

    
833
To install Pithos, grab the packages from our repository (make sure  you made
834
the additions needed in your ``/etc/apt/sources.list`` file, as described
835
previously), by running:
836

    
837
.. code-block:: console
838

    
839
   # apt-get install snf-pithos-app snf-pithos-backend
840

    
841
After successful installation of snf-pithos-app, make sure that also
842
snf-webproject has been installed (marked as "Recommended" package). Refer to
843
the "Installation of Astakos on node1" section, if you don't remember why this
844
should happen. Now, install the pithos web interface:
845

    
846
.. code-block:: console
847

    
848
   # apt-get install snf-pithos-webclient
849

    
850
This package provides the standalone pithos web client. The web client is the
851
web UI for Pithos and will be accessible by clicking "pithos" on the Astakos
852
interface's cloudbar, at the top of the Astakos homepage.
853

    
854

    
855
.. _conf-pithos:
856

    
857
Configuration of Pithos
858
=======================
859

    
860
Conf Files
861
----------
862

    
863
After Pithos is successfully installed, you will find the directory
864
``/etc/synnefo`` and some configuration files inside it, as you did in node1
865
after installation of astakos. Here, you will not have to change anything that
866
has to do with snf-common or snf-webproject. Everything is set at node1. You
867
only need to change settings that have to do with Pithos. Specifically:
868

    
869
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
870
this options:
871

    
872
.. code-block:: console
873

    
874
   ASTAKOS_BASE_URL = 'https://node1.example.com/'
875

    
876
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
877
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
878

    
879

    
880
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w=='
881

    
882
   # Set to False if astakos & pithos are on the same host
883
   #PITHOS_PROXY_USER_SERVICES = True
884

    
885

    
886
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the Pithos app where to
887
find the Pithos backend database. Above we tell Pithos that its database is
888
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
889
``example_passw0rd``.  All those settings where setup during node1's "Database
890
setup" section.
891

    
892
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the Pithos app where to find
893
the Pithos backend data. Above we tell Pithos to store its data under
894
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
895
directory at node1's "Pithos data directory setup" section.
896

    
897
The ``ASTAKOS_BASE_URL`` option informs the Pithos app where Astakos is.
898
The Astakos service is used for user management (authentication, quotas, etc.)
899

    
900
The ``PITHOS_SERVICE_TOKEN`` should be the Pithos token returned by running on
901
the Astakos node (node1 in our case):
902

    
903
.. code-block:: console
904

    
905
   # snf-manage service-list
906

    
907
The token has been generated automatically during the :ref:`Pithos service
908
registration <services-reg>`.
909

    
910
Then we need to setup the web UI and connect it to astakos. To do so, edit
911
``/etc/synnefo/20-snf-pithos-webclient-settings.conf``:
912

    
913
.. code-block:: console
914

    
915
    PITHOS_UI_LOGIN_URL = "https://node1.example.com/ui/login?next="
916
    PITHOS_UI_FEEDBACK_URL = "https://node2.example.com/feedback"
917

    
918
The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if
919
you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the
920
Pithos feedback form. Astakos already provides a generic feedback form for all
921
services, so we use this one.
922

    
923
The ``PITHOS_UPDATE_MD5`` option by default disables the computation of the
924
object checksums. This results to improved performance during object uploading.
925
However, if compatibility with the OpenStack Object Storage API is important
926
then it should be changed to ``True``.
927

    
928
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
929
Pithos web UI with the astakos web UI (through the top cloudbar):
930

    
931
.. code-block:: console
932

    
933
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
934
    PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = '3'
935
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/ui/get_services'
936
    CLOUDBAR_MENU_URL = 'https://node1.example.com/ui/get_menu'
937

    
938
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
939
cloudbar.
940

    
941
The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` points to an already registered
942
Astakos service. You can see all :ref:`registered services <services-reg>` by
943
running on the Astakos node (node1):
944

    
945
.. code-block:: console
946

    
947
   # snf-manage service-list
948

    
949
The value of ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` should be the pithos
950
service's ``id`` as shown by the above command, in our case ``3``.
951

    
952
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
953
Pithos web client to get from astakos all the information needed to fill its
954
own cloudbar. So we put our astakos deployment urls there.
955

    
956
Pooling and Greenlets
957
---------------------
958

    
959
Pithos is pooling-ready without the need of further configuration, because it
960
doesn't use a Django DB. It pools HTTP connections to Astakos and pithos
961
backend objects for access to the Pithos DB.
962

    
963
However, as in Astakos, since we are running with Greenlets, it is also
964
recommended to modify psycopg2 behavior so it works properly in a greenlet
965
context. This means adding the following lines at the top of your
966
``/etc/synnefo/10-snf-webproject-database.conf`` file:
967

    
968
.. code-block:: console
969

    
970
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
971
    make_psycopg_green()
972

    
973
Furthermore, add the ``--worker-class=gevent`` (or ``--worker-class=sync`` as
974
mentioned above, depending on your setup) argument on your
975
``/etc/gunicorn.d/synnefo`` configuration file. The file should look something
976
like this:
977

    
978
.. code-block:: console
979

    
980
    CONFIG = {
981
     'mode': 'django',
982
     'environment': {
983
       'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
984
     },
985
     'working_dir': '/etc/synnefo',
986
     'user': 'www-data',
987
     'group': 'www-data',
988
     'args': (
989
       '--bind=127.0.0.1:8080',
990
       '--workers=4',
991
       '--worker-class=gevent',
992
       '--log-level=debug',
993
       '--timeout=43200'
994
     ),
995
    }
996

    
997
Stamp Database Revision
998
-----------------------
999

    
1000
Pithos uses the alembic_ database migrations tool.
1001

    
1002
.. _alembic: http://alembic.readthedocs.org
1003

    
1004
After a sucessful installation, we should stamp it at the most recent
1005
revision, so that future migrations know where to start upgrading in
1006
the migration history.
1007

    
1008
First, find the most recent revision in the migration history:
1009

    
1010
.. code-block:: console
1011

    
1012
    root@node2:~ # pithos-migrate history
1013
    2a309a9a3438 -> 27381099d477 (head), alter public add column url
1014
    165ba3fbfe53 -> 2a309a9a3438, fix statistics negative population
1015
    3dd56e750a3 -> 165ba3fbfe53, update account in paths
1016
    230f8ce9c90f -> 3dd56e750a3, Fix latest_version
1017
    8320b1c62d9 -> 230f8ce9c90f, alter nodes add column latest version
1018
    None -> 8320b1c62d9, create index nodes.parent
1019

    
1020
Finally, we stamp it with the one found in the previous step:
1021

    
1022
.. code-block:: console
1023

    
1024
    root@node2:~ # pithos-migrate stamp 27381099d477
1025

    
1026
Servers Initialization
1027
----------------------
1028

    
1029
After configuration is done, we initialize the servers on node2:
1030

    
1031
.. code-block:: console
1032

    
1033
    root@node2:~ # /etc/init.d/gunicorn restart
1034
    root@node2:~ # /etc/init.d/apache2 restart
1035

    
1036
You have now finished the Pithos setup. Let's test it now.
1037

    
1038

    
1039
Testing of Pithos
1040
=================
1041

    
1042
Open your browser and go to the Astakos homepage:
1043

    
1044
``http://node1.example.com/im``
1045

    
1046
Login, and you will see your profile page. Now, click the "pithos" link on the
1047
top black cloudbar. If everything was setup correctly, this will redirect you
1048
to:
1049

    
1050

    
1051
and you will see the blue interface of the Pithos application.  Click the
1052
orange "Upload" button and upload your first file. If the file gets uploaded
1053
successfully, then this is your first sign of a successful Pithos installation.
1054
Go ahead and experiment with the interface to make sure everything works
1055
correctly.
1056

    
1057
You can also use the Pithos clients to sync data from your Windows PC or MAC.
1058

    
1059
If you don't stumble on any problems, then you have successfully installed
1060
Pithos, which you can use as a standalone File Storage Service.
1061

    
1062
If you would like to do more, such as:
1063

    
1064
    * Spawning VMs
1065
    * Spawning VMs from Images stored on Pithos
1066
    * Uploading your custom Images to Pithos
1067
    * Spawning VMs from those custom Images
1068
    * Registering existing Pithos files as Images
1069
    * Connect VMs to the Internet
1070
    * Create Private Networks
1071
    * Add VMs to Private Networks
1072

    
1073
please continue with the rest of the guide.
1074

    
1075

    
1076
Cyclades Prerequisites
1077
======================
1078

    
1079
Before proceeding with the Cyclades installation, make sure you have
1080
successfully set up Astakos and Pithos first, because Cyclades depends on
1081
them. If you don't have a working Astakos and Pithos installation yet, please
1082
return to the :ref:`top <quick-install-admin-guide>` of this guide.
1083

    
1084
Besides Astakos and Pithos, you will also need a number of additional working
1085
prerequisites, before you start the Cyclades installation.
1086

    
1087
Ganeti
1088
------
1089

    
1090
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
1091
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
1092
Please refer to the
1093
`ganeti documentation <http://docs.ganeti.org/ganeti/2.5/html>`_ for all the
1094
gory details. A successful Ganeti installation concludes with a working
1095
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
1096
<GANETI_NODES>`.
1097

    
1098
The above Ganeti cluster can run on different physical machines than node1 and
1099
node2 and can scale independently, according to your needs.
1100

    
1101
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
1102
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
1103
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
1104

    
1105
We highly recommend that you read the official Ganeti documentation, if you are
1106
not familiar with Ganeti.
1107

    
1108
Unfortunatelly, the current stable version of the stock Ganeti (v2.6.2) doesn't
1109
support IP pool management. This feature will be available in Ganeti >= 2.7.
1110
Synnefo depends on the IP pool functionality of Ganeti, so you have to use
1111
GRNET provided packages until stable 2.7 is out. To do so:
1112

    
1113
.. code-block:: console
1114

    
1115
   # apt-get install snf-ganeti ganeti-htools
1116
   # rmmod -f drbd && modprobe drbd minor_count=255 usermode_helper=/bin/true
1117

    
1118
You should have:
1119

    
1120
Ganeti >= 2.6.2+ippool11+hotplug5+extstorage3+rdbfix1+kvmfix2-1
1121

    
1122
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
1123
both nodes, choose a domain name that resolves to a valid floating IP (let's
1124
say it's ``ganeti.node1.example.com``). Make sure node1 and node2 have same
1125
dsa/rsa keys and authorised_keys for password-less root ssh between each other.
1126
If not then skip passing --no-ssh-init but be aware that it will replace
1127
/root/.ssh/* related files and you might lose access to master node. Also,
1128
make sure there is an lvm volume group named ``ganeti`` that will host your
1129
VMs' disks. Finally, setup a bridge interface on the host machines (e.g: br0).
1130
Then run on node1:
1131

    
1132
.. code-block:: console
1133

    
1134
    root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init \
1135
                    --no-etc-hosts --vg-name=ganeti --nic-parameters link=br0 \
1136
                    --master-netdev eth0 ganeti.node1.example.com
1137
    root@node1:~ # gnt-cluster modify --default-iallocator hail
1138
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
1139
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
1140

    
1141
    root@node1:~ # gnt-node add --no-ssh-key-check --master-capable=yes \
1142
                    --vm-capable=yes node2.example.com
1143
    root@node1:~ # gnt-cluster modify --disk-parameters=drbd:metavg=ganeti
1144
    root@node1:~ # gnt-group modify --disk-parameters=drbd:metavg=ganeti default
1145

    
1146
For any problems you may stumble upon installing Ganeti, please refer to the
1147
`official documentation <http://docs.ganeti.org/ganeti/2.5/html>`_. Installation
1148
of Ganeti is out of the scope of this guide.
1149

    
1150
.. _cyclades-install-snfimage:
1151

    
1152
snf-image
1153
---------
1154

    
1155
Installation
1156
~~~~~~~~~~~~
1157
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
1158
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
1159
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
1160
node1 and node2. You can do this by running on *both* nodes:
1161

    
1162
.. code-block:: console
1163

    
1164
   # apt-get install snf-image snf-pithos-backend python-psycopg2
1165

    
1166
snf-image also needs the `snf-pithos-backend <snf-pithos-backend>`, to be able
1167
to handle image files stored on Pithos. It also needs `python-psycopg2` to be
1168
able to access the Pithos database. This is why, we also install them on *all*
1169
VM-capable Ganeti nodes.
1170

    
1171
.. warning:: snf-image uses ``curl`` for handling URLs. This means that it will
1172
    not  work out of the box if you try to use URLs served by servers which do
1173
    not have a valid certificate. To circumvent this you should edit the file
1174
    ``/etc/default/snf-image``. Change ``#CURL="curl"`` to ``CURL="curl -k"``.
1175

    
1176
After `snf-image` has been installed successfully, create the helper VM by
1177
running on *both* nodes:
1178

    
1179
.. code-block:: console
1180

    
1181
   # snf-image-update-helper
1182

    
1183
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
1184
snf-image to run successfully, and it may take a few minutes depending on your
1185
Internet connection.
1186

    
1187
Configuration
1188
~~~~~~~~~~~~~
1189
snf-image supports native access to Images stored on Pithos. This means that
1190
it can talk directly to the Pithos backend, without the need of providing a
1191
public URL. More details, are described in the next section. For now, the only
1192
thing we need to do, is configure snf-image to access our Pithos backend.
1193

    
1194
To do this, we need to set the corresponding variables in
1195
``/etc/default/snf-image``, to reflect our Pithos setup:
1196

    
1197
.. code-block:: console
1198

    
1199
    PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
1200

    
1201
    PITHOS_DATA="/srv/pithos/data"
1202

    
1203
If you have installed your Ganeti cluster on different nodes than node1 and
1204
node2 make sure that ``/srv/pithos/data`` is visible by all of them.
1205

    
1206
If you would like to use Images that are also/only stored locally, you need to
1207
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
1208
Pithos.
1209

    
1210
Testing
1211
~~~~~~~
1212
You can test that snf-image is successfully installed by running on the
1213
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
1214

    
1215
.. code-block:: console
1216

    
1217
   # gnt-os diagnose
1218

    
1219
This should return ``valid`` for snf-image.
1220

    
1221
If you are interested to learn more about snf-image's internals (and even use
1222
it alongside Ganeti without Synnefo), please see
1223
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information
1224
concerning installation instructions, documentation on the design and
1225
implementation, and supported Image formats.
1226

    
1227
.. _snf-image-images:
1228

    
1229
Actual Images for snf-image
1230
---------------------------
1231

    
1232
Now that snf-image is installed successfully we need to provide it with some
1233
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
1234
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
1235
format. For more information about snf-image Image formats see `here
1236
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
1237

    
1238
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
1239
above Images to be stored:
1240

    
1241
    * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR``
1242
      in :file:`/etc/default/snf-image`)
1243
    * On a remote host (accessible via public URL e.g: http://... or ftp://...)
1244
    * On Pithos (accessible natively, not only by its public URL)
1245

    
1246
For the purpose of this guide, we will use the Debian Squeeze Base Image found
1247
on the official `snf-image page
1248
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
1249
of type ``diskdump``. We will store it in our new Pithos installation.
1250

    
1251
To do so, do the following:
1252

    
1253
a) Download the Image from the official snf-image page.
1254

    
1255
b) Upload the Image to your Pithos installation, either using the Pithos Web
1256
   UI or the command line client `kamaki
1257
   <http://www.synnefo.org/docs/kamaki/latest/index.html>`_.
1258

    
1259
Once the Image is uploaded successfully, download the Image's metadata file
1260
from the official snf-image page. You will need it, for spawning a VM from
1261
Ganeti, in the next section.
1262

    
1263
Of course, you can repeat the procedure to upload more Images, available from
1264
the `official snf-image page
1265
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
1266

    
1267
.. _ganeti-with-pithos-images:
1268

    
1269
Spawning a VM from a Pithos Image, using Ganeti
1270
-----------------------------------------------
1271

    
1272
Now, it is time to test our installation so far. So, we have Astakos and
1273
Pithos installed, we have a working Ganeti installation, the snf-image
1274
definition installed on all VM-capable nodes and a Debian Squeeze Image on
1275
Pithos. Make sure you also have the `metadata file
1276
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
1277

    
1278
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
1279

    
1280
.. code-block:: console
1281

    
1282
   # gnt-instance add -o snf-image+default --os-parameters \
1283
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1284
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1285
                      testvm1
1286

    
1287
In the above command:
1288

    
1289
 * ``img_passwd``: the arbitrary root password of your new instance
1290
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1291
 * ``img_id``: If you want to deploy an Image stored on Pithos (our case), this
1292
               should have the format ``pithos://<UUID>/<container>/<filename>``:
1293
               * ``username``: ``user@example.com`` (defined during Astakos sign up)
1294
               * ``container``: ``pithos`` (default, if the Web UI was used)
1295
               * ``filename``: the name of file (visible also from the Web UI)
1296
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1297
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1298
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
1299

    
1300
If the ``gnt-instance add`` command returns successfully, then run:
1301

    
1302
.. code-block:: console
1303

    
1304
   # gnt-instance info testvm1 | grep "console connection"
1305

    
1306
to find out where to connect using VNC. If you can connect successfully and can
1307
login to your new instance using the root password ``my_vm_example_passw0rd``,
1308
then everything works as expected and you have your new Debian Base VM up and
1309
running.
1310

    
1311
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1312
to access the Pithos database and the Pithos backend data (newer versions
1313
require UUID instead of a username). Another issue you may encounter is that in
1314
relatively slow setups, you may need to raise the default HELPER_*_TIMEOUTS in
1315
/etc/default/snf-image. Also, make sure you gave the correct ``img_id`` and
1316
``img_properties``. If ``gnt-instance add`` succeeds but you cannot connect,
1317
again find out what went wrong. Do *NOT* proceed to the next steps unless you
1318
are sure everything works till this point.
1319

    
1320
If everything works, you have successfully connected Ganeti with Pithos. Let's
1321
move on to networking now.
1322

    
1323
.. warning::
1324

    
1325
    You can bypass the networking sections and go straight to
1326
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1327
    the Cyclades Network Service, but only the Cyclades Compute Service
1328
    (recommended for now).
1329

    
1330
Networking Setup Overview
1331
-------------------------
1332

    
1333
This part is deployment-specific and must be customized based on the specific
1334
needs of the system administrator. However, to do so, the administrator needs
1335
to understand how each level handles Virtual Networks, to be able to setup the
1336
backend appropriately, before installing Cyclades. To do so, please read the
1337
:ref:`Network <networks>` section before proceeding.
1338

    
1339
Since synnefo 0.11 all network actions are managed with the snf-manage
1340
network-* commands. This needs the underlying setup (Ganeti, nfdhcpd,
1341
snf-network, bridges, vlans) to be already configured correctly. The only
1342
actions needed in this point are:
1343

    
1344
a) Have Ganeti with IP pool management support installed.
1345

    
1346
b) Install :ref:`snf-network <snf-network>`, which provides a synnefo specific kvm-ifup script, etc.
1347

    
1348
c) Install :ref:`nfdhcpd <nfdhcpd>`, which serves DHCP requests of the VMs.
1349

    
1350
In order to test that everything is setup correctly before installing Cyclades,
1351
we will make some testing actions in this section, and the actual setup will be
1352
done afterwards with snf-manage commands.
1353

    
1354
.. _snf-network:
1355

    
1356
snf-network
1357
~~~~~~~~~~~
1358

    
1359
snf-network includes `kvm-vif-bridge` script that is invoked every time
1360
a tap (a VM's NIC) is created. Based on environment variables passed by
1361
Ganeti it issues various commands depending on the network type the NIC is
1362
connected to and sets up a corresponding dhcp lease.
1363

    
1364
Install snf-network on all Ganeti nodes:
1365

    
1366
.. code-block:: console
1367

    
1368
   # apt-get install snf-network
1369

    
1370
Then, in :file:`/etc/default/snf-network` set:
1371

    
1372
.. code-block:: console
1373

    
1374
   MAC_MASK=ff:ff:f0:00:00:00
1375

    
1376
.. _nfdhcpd:
1377

    
1378
nfdhcpd
1379
~~~~~~~
1380

    
1381
Each NIC's IP is chosen by Ganeti (with IP pool management support).
1382
`kvm-vif-bridge` script sets up dhcp leases and when the VM boots and
1383
makes a dhcp request, iptables will mangle the packet and `nfdhcpd` will
1384
create a dhcp response.
1385

    
1386
.. code-block:: console
1387

    
1388
   # apt-get install nfqueue-bindings-python=0.3+physindev-1
1389
   # apt-get install nfdhcpd
1390

    
1391
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1392
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1393
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1394
VMs. Once you are finished, restart the server on all nodes:
1395

    
1396
.. code-block:: console
1397

    
1398
   # /etc/init.d/nfdhcpd restart
1399

    
1400
If you are using ``ferm``, then you need to run the following:
1401

    
1402
.. code-block:: console
1403

    
1404
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1405
   # /etc/init.d/ferm restart
1406

    
1407
or make sure to run after boot:
1408

    
1409
.. code-block:: console
1410

    
1411
   # iptables -t mangle -A PREROUTING -p udp -m udp --dport 67 -j NFQUEUE --queue-num 42
1412

    
1413
and if you have IPv6 enabled:
1414

    
1415
.. code-block:: console
1416

    
1417
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 133 -j NFQUEUE --queue-num 43
1418
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 135 -j NFQUEUE --queue-num 44
1419

    
1420
You can check which clients are currently served by nfdhcpd by running:
1421

    
1422
.. code-block:: console
1423

    
1424
   # kill -SIGUSR1 `cat /var/run/nfdhcpd/nfdhcpd.pid`
1425

    
1426
When you run the above, then check ``/var/log/nfdhcpd/nfdhcpd.log``.
1427

    
1428
Public Network Setup
1429
--------------------
1430

    
1431
To achieve basic networking the simplest way is to have a common bridge (e.g.
1432
``br0``, on the same collision domain with the router) where all VMs will
1433
connect to. Packets will be "forwarded" to the router and then to the Internet.
1434
If you want a more advanced setup (ip-less routing and proxy-arp plese refer to
1435
:ref:`Network <networks>` section).
1436

    
1437
Physical Host Setup
1438
~~~~~~~~~~~~~~~~~~~
1439

    
1440
Assuming ``eth0`` on both hosts is the public interface (directly connected
1441
to the router), run on every node:
1442

    
1443
.. code-block:: console
1444

    
1445
   # apt-get install vlan
1446
   # brctl addbr br0
1447
   # ip link set br0 up
1448
   # vconfig add eth0 100
1449
   # ip link set eth0.100 up
1450
   # brctl addif br0 eth0.100
1451

    
1452

    
1453
Testing a Public Network
1454
~~~~~~~~~~~~~~~~~~~~~~~~
1455

    
1456
Let's assume, that you want to assign IPs from the ``5.6.7.0/27`` range to you
1457
new VMs, with ``5.6.7.1`` as the router's gateway. In Ganeti you can add the
1458
network by running:
1459

    
1460
.. code-block:: console
1461

    
1462
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 --network-type=public --tags=nfdhcpd test-net-public
1463

    
1464
Then, connect the network to all your nodegroups. We assume that we only have
1465
one nodegroup (``default``) in our Ganeti cluster:
1466

    
1467
.. code-block:: console
1468

    
1469
   # gnt-network connect test-net-public default bridged br0
1470

    
1471
Now, it is time to test that the backend infrastracture is correctly setup for
1472
the Public Network. We will add a new VM, the same way we did it on the
1473
previous testing section. However, now will also add one NIC, configured to be
1474
managed from our previously defined network. Run on the GANETI-MASTER (node1):
1475

    
1476
.. code-block:: console
1477

    
1478
   # gnt-instance add -o snf-image+default --os-parameters \
1479
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1480
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1481
                      --net 0:ip=pool,network=test-net-public \
1482
                      testvm2
1483

    
1484
If the above returns successfully, connect to the new VM and run:
1485

    
1486
.. code-block:: console
1487

    
1488
   root@testvm2:~ # ip addr
1489
   root@testvm2:~ # ip route
1490
   root@testvm2:~ # cat /etc/resolv.conf
1491

    
1492
to check IP address (5.6.7.2), IP routes (default via 5.6.7.1) and DNS config
1493
(nameserver option in nfdhcpd.conf). This shows correct configuration of
1494
ganeti, snf-network and nfdhcpd.
1495

    
1496
Now ping the outside world. If this works too, then you have also configured
1497
correctly your physical host and router.
1498

    
1499
Make sure everything works as expected, before proceeding with the Private
1500
Networks setup.
1501

    
1502
.. _private-networks-setup:
1503

    
1504
Private Networks Setup
1505
----------------------
1506

    
1507
Synnefo supports two types of private networks:
1508

    
1509
 - based on MAC filtering
1510
 - based on physical VLANs
1511

    
1512
Both types provide Layer 2 isolation to the end-user.
1513

    
1514
For the first type a common bridge (e.g. ``prv0``) is needed while for the
1515
second a range of bridges (e.g. ``prv1..prv100``) each bridged on a different
1516
physical VLAN. To this end to assure isolation among end-users' private networks
1517
each has to have different MAC prefix (for the filtering to take place) or to be
1518
"connected" to a different bridge (VLAN actually).
1519

    
1520
Physical Host Setup
1521
~~~~~~~~~~~~~~~~~~~
1522

    
1523
In order to create the necessary VLAN/bridges, one for MAC filtered private
1524
networks and various (e.g. 20) for private networks based on physical VLANs,
1525
run on every node:
1526

    
1527
Assuming ``eth0`` of both hosts are somehow (via cable/switch with VLANs
1528
configured correctly) connected together, run on every node:
1529

    
1530
.. code-block:: console
1531

    
1532
   # modprobe 8021q
1533
   # $iface=eth0
1534
   # for prv in $(seq 0 20); do
1535
        vlan=$prv
1536
        bridge=prv$prv
1537
        vconfig add $iface $vlan
1538
        ifconfig $iface.$vlan up
1539
        brctl addbr $bridge
1540
        brctl setfd $bridge 0
1541
        brctl addif $bridge $iface.$vlan
1542
        ifconfig $bridge up
1543
      done
1544

    
1545
The above will do the following :
1546

    
1547
 * provision 21 new bridges: ``prv0`` - ``prv20``
1548
 * provision 21 new vlans: ``eth0.0`` - ``eth0.20``
1549
 * add the corresponding vlan to the equivalent bridge
1550

    
1551
You can run ``brctl show`` on both nodes to see if everything was setup
1552
correctly.
1553

    
1554
Testing the Private Networks
1555
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1556

    
1557
To test the Private Networks, we will create two instances and put them in the
1558
same Private Networks (one MAC Filtered and one Physical VLAN). This means
1559
that the instances will have a second NIC connected to the ``prv0``
1560
pre-provisioned bridge and a third to ``prv1``.
1561

    
1562
We run the same command as in the Public Network testing section, but with one
1563
more argument for the second NIC:
1564

    
1565
.. code-block:: console
1566

    
1567
   # gnt-network add --network=192.168.1.0/24 --mac-prefix=aa:00:55 --network-type=private --tags=nfdhcpd,private-filtered test-net-prv-mac
1568
   # gnt-network connect test-net-prv-mac default bridged prv0
1569

    
1570
   # gnt-network add --network=10.0.0.0/24 --tags=nfdhcpd --network-type=private test-net-prv-vlan
1571
   # gnt-network connect test-net-prv-vlan default bridged prv1
1572

    
1573
   # gnt-instance add -o snf-image+default --os-parameters \
1574
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1575
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1576
                      --net 0:ip=pool,network=test-net-public \
1577
                      --net 1:ip=pool,network=test-net-prv-mac \
1578
                      --net 2:ip=none,network=test-net-prv-vlan \
1579
                      testvm3
1580

    
1581
   # gnt-instance add -o snf-image+default --os-parameters \
1582
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1583
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1584
                      --net 0:ip=pool,network=test-net-public \
1585
                      --net 1:ip=pool,network=test-net-prv-mac \
1586
                      --net 2:ip=none,network=test-net-prv-vlan \
1587
                      testvm4
1588

    
1589
Above, we create two instances with first NIC connected to the internet, their
1590
second NIC connected to a MAC filtered private Network and their third NIC
1591
connected to the first Physical VLAN Private Network. Now, connect to the
1592
instances using VNC and make sure everything works as expected:
1593

    
1594
 a) The instances have access to the public internet through their first eth
1595
    interface (``eth0``), which has been automatically assigned a public IP.
1596

    
1597
 b) ``eth1`` will have mac prefix ``aa:00:55``, while ``eth2`` default one (``aa:00:00``)
1598

    
1599
 c) ip link set ``eth1``/``eth2`` up
1600

    
1601
 d) dhclient ``eth1``/``eth2``
1602

    
1603
 e) On testvm3  ping 192.168.1.2/10.0.0.2
1604

    
1605
If everything works as expected, then you have finished the Network Setup at the
1606
backend for both types of Networks (Public & Private).
1607

    
1608
.. _cyclades-gtools:
1609

    
1610
Cyclades Ganeti tools
1611
---------------------
1612

    
1613
In order for Ganeti to be connected with Cyclades later on, we need the
1614
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1615
case). You can install them by running in both nodes:
1616

    
1617
.. code-block:: console
1618

    
1619
   # apt-get install snf-cyclades-gtools
1620

    
1621
This will install the following:
1622

    
1623
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1624
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1625
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1626

    
1627
Configure ``snf-cyclades-gtools``
1628
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1629

    
1630
The package will install the ``/etc/synnefo/20-snf-cyclades-gtools-backend.conf``
1631
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1632
that need it:
1633

    
1634
.. code-block:: console
1635

    
1636
  AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1637

    
1638
The above variables should reflect your :ref:`Message Queue setup
1639
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1640

    
1641
Connect ``snf-image`` with ``snf-progress-monitor``
1642
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1643

    
1644
Finally, we need to configure ``snf-image`` to publish progress messages during
1645
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1646
set the corresponding variable to ``snf-progress-monitor``:
1647

    
1648
.. code-block:: console
1649

    
1650
   PROGRESS_MONITOR="snf-progress-monitor"
1651

    
1652
This file should be editted in all Ganeti nodes.
1653

    
1654
.. _rapi-user:
1655

    
1656
Synnefo RAPI user
1657
-----------------
1658

    
1659
As a last step before installing Cyclades, create a new RAPI user that will
1660
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1661
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1662
You can do this, by first running:
1663

    
1664
.. code-block:: console
1665

    
1666
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1667

    
1668
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1669

    
1670
.. code-block:: console
1671

    
1672
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1673

    
1674
More about Ganeti's RAPI users `here.
1675
<http://docs.ganeti.org/ganeti/2.5/html/rapi.html#introduction>`_
1676

    
1677
You have now finished with all needed Prerequisites for Cyclades. Let's move on
1678
to the actual Cyclades installation.
1679

    
1680

    
1681
Installation of Cyclades on node1
1682
=================================
1683

    
1684
This section describes the installation of Cyclades. Cyclades is Synnefo's
1685
Compute service. The Image Service will get installed automatically along with
1686
Cyclades, because it is contained in the same Synnefo component.
1687

    
1688
We will install Cyclades on node1. To do so, we install the corresponding
1689
package by running on node1:
1690

    
1691
.. code-block:: console
1692

    
1693
   # apt-get install snf-cyclades-app memcached python-memcache
1694

    
1695
If all packages install successfully, then Cyclades are installed and we
1696
proceed with their configuration.
1697

    
1698
Since version 0.13, Synnefo uses the VMAPI in order to prevent sensitive data
1699
needed by 'snf-image' to be stored in Ganeti configuration (e.g. VM password).
1700
This is achieved by storing all sensitive information to a CACHE backend and
1701
exporting it via VMAPI. The cache entries are invalidated after the first
1702
request. Synnefo uses `memcached <http://memcached.org/>`_ as a
1703
`Django <https://www.djangoproject.com/>`_ cache backend.
1704

    
1705
Configuration of Cyclades
1706
=========================
1707

    
1708
Conf files
1709
----------
1710

    
1711
After installing Cyclades, a number of new configuration files will appear under
1712
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will describe here
1713
only the minimal needed changes to result with a working system. In general,
1714
sane defaults have been chosen for the most of the options, to cover most of the
1715
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1716
once you get familiar with the different options.
1717

    
1718
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1719

    
1720
.. code-block:: console
1721

    
1722
   CYCLADES_BASE_URL = 'https://node1.example.com/cyclades'
1723
   ASTAKOS_BASE_URL = 'https://node1.example.com/astakos'
1724

    
1725
   # Set to False if astakos & cyclades are on the same host
1726
   CYCLADES_PROXY_USER_SERVICES = False
1727

    
1728
The ``ASTAKOS_BASE_URL`` denotes the Astakos endpoint for Cyclades,
1729
which is used for all user management, including authentication.
1730
Since our Astakos, Cyclades, and Pithos installations belong together,
1731
they should all have identical ``ASTAKOS_BASE_URL`` setting
1732
(see also, :ref:`previously <conf-pithos>`).
1733

    
1734
TODO: Document the Network Options here
1735

    
1736
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1737

    
1738
.. code-block:: console
1739

    
1740
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1741
   CLOUDBAR_ACTIVE_SERVICE = '2'
1742
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/ui/get_services'
1743
   CLOUDBAR_MENU_URL = 'https://account.node1.example.com/ui/get_menu'
1744

    
1745
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1746
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1747
used by the Cyclades Web UI to get from Astakos all the information needed to
1748
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1749
above should have the same values we put in the corresponding variables in
1750
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1751
:ref:`Pithos configuration <conf-pithos>` section.
1752

    
1753
The ``CLOUDBAR_ACTIVE_SERVICE`` points to an already registered Astakos
1754
service. You can see all :ref:`registered services <services-reg>` by running
1755
on the Astakos node (node1):
1756

    
1757
.. code-block:: console
1758

    
1759
   # snf-manage service-list
1760

    
1761
The value of ``CLOUDBAR_ACTIVE_SERVICE`` should be the cyclades service's
1762
``id`` as shown by the above command, in our case ``2``.
1763

    
1764
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1765

    
1766
.. code-block:: console
1767

    
1768
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1769
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1770

    
1771
In this file we configure the Image Service. ``BACKEND_DB_CONNECTION``
1772
denotes the Pithos database (where the Image files are stored). So we set that
1773
to point to our Pithos database. ``BACKEND_BLOCK_PATH`` denotes the actual
1774
Pithos data location.
1775

    
1776
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1777

    
1778
.. code-block:: console
1779

    
1780
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1781

    
1782
The above settings denote the Message Queue. Those settings should have the same
1783
values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and
1784
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1785

    
1786
Edit ``/etc/synnefo/20-snf-cyclades-app-ui.conf``:
1787

    
1788
.. code-block:: console
1789

    
1790
   UI_LOGIN_URL = "https://node1.example.com/ui/login"
1791
   UI_LOGOUT_URL = "https://node1.example.com/ui/logout"
1792

    
1793
The ``UI_LOGIN_URL`` option tells the Cyclades Web UI where to redirect users,
1794
if they are not logged in. We point that to Astakos.
1795

    
1796
The ``UI_LOGOUT_URL`` option tells the Cyclades Web UI where to redirect the
1797
user when he/she logs out. We point that to Astakos, too.
1798

    
1799
Edit ``/etc/synnefo/20-snf-cyclades-app-vmapi.conf``:
1800

    
1801
.. code-block:: console
1802

    
1803
   VMAPI_CACHE_BACKEND = "memcached://127.0.0.1:11211/?timeout=3600"
1804
   VMAPI_BASE_URL = "https://node1.example.com"
1805

    
1806
Edit ``/etc/default/vncauthproxy``:
1807

    
1808
.. code-block:: console
1809

    
1810
   CHUID="nobody:www-data"
1811

    
1812
We have now finished with the basic Cyclades configuration.
1813

    
1814
Database Initialization
1815
-----------------------
1816

    
1817
Once Cyclades is configured, we sync the database:
1818

    
1819
.. code-block:: console
1820

    
1821
   $ snf-manage syncdb
1822
   $ snf-manage migrate
1823

    
1824
and load the initial server flavors:
1825

    
1826
.. code-block:: console
1827

    
1828
   $ snf-manage loaddata flavors
1829

    
1830
If everything returns successfully, our database is ready.
1831

    
1832
Add the Ganeti backend
1833
----------------------
1834

    
1835
In our installation we assume that we only have one Ganeti cluster, the one we
1836
setup earlier.  At this point you have to add this backend (Ganeti cluster) to
1837
cyclades assuming that you have setup the :ref:`Rapi User <rapi-user>`
1838
correctly.
1839

    
1840
.. code-block:: console
1841

    
1842
   $ snf-manage backend-add --clustername=ganeti.node1.example.com --user=cyclades --pass=example_rapi_passw0rd
1843

    
1844
You can see everything has been setup correctly by running:
1845

    
1846
.. code-block:: console
1847

    
1848
   $ snf-manage backend-list
1849

    
1850
Enable the new backend by running:
1851

    
1852
.. code-block::
1853

    
1854
   $ snf-manage backend-modify --drained False 1
1855

    
1856
.. warning:: Since version 0.13, the backend is set to "drained" by default.
1857
    This means that you cannot add VMs to it. The reason for this is that the
1858
    nodes should be unavailable to Synnefo until the Administrator explicitly
1859
    releases them. To change this setting, use ``snf-manage backend-modify
1860
    --drained False <backend-id>``.
1861

    
1862
If something is not set correctly, you can modify the backend with the
1863
``snf-manage backend-modify`` command. If something has gone wrong, you could
1864
modify the backend to reflect the Ganeti installation by running:
1865

    
1866
.. code-block:: console
1867

    
1868
   $ snf-manage backend-modify --clustername "ganeti.node1.example.com"
1869
                               --user=cyclades
1870
                               --pass=example_rapi_passw0rd
1871
                               1
1872

    
1873
``clustername`` denotes the Ganeti-cluster's name. We provide the corresponding
1874
domain that resolves to the master IP, than the IP itself, to ensure Cyclades
1875
can talk to Ganeti even after a Ganeti master-failover.
1876

    
1877
``user`` and ``pass`` denote the RAPI user's username and the RAPI user's
1878
password.  Once we setup the first backend to point at our Ganeti cluster, we
1879
update the Cyclades backends status by running:
1880

    
1881
.. code-block:: console
1882

    
1883
   $ snf-manage backend-update-status
1884

    
1885
Cyclades can manage multiple Ganeti backends, but for the purpose of this
1886
guide,we won't get into more detail regarding mulitple backends. If you want to
1887
learn more please see /*TODO*/.
1888

    
1889
Add a Public Network
1890
----------------------
1891

    
1892
Cyclades supports different Public Networks on different Ganeti backends.
1893
After connecting Cyclades with our Ganeti cluster, we need to setup a Public
1894
Network for this Ganeti backend (`id = 1`). The basic setup is to bridge every
1895
created NIC on a bridge. After having a bridge (e.g. br0) created in every
1896
backend node edit Synnefo setting CUSTOM_BRIDGED_BRIDGE to 'br0':
1897

    
1898
.. code-block:: console
1899

    
1900
   $ snf-manage network-create --subnet=5.6.7.0/27 \
1901
                               --gateway=5.6.7.1 \
1902
                               --subnet6=2001:648:2FFC:1322::/64 \
1903
                               --gateway6=2001:648:2FFC:1322::1 \
1904
                               --public --dhcp --flavor=CUSTOM \
1905
                               --link=br0 --mode=bridged \
1906
                               --name=public_network \
1907
                               --backend-id=1
1908

    
1909
This will create the Public Network on both Cyclades and the Ganeti backend. To
1910
make sure everything was setup correctly, also run:
1911

    
1912
.. code-block:: console
1913

    
1914
   $ snf-manage reconcile-networks
1915

    
1916
You can see all available networks by running:
1917

    
1918
.. code-block:: console
1919

    
1920
   $ snf-manage network-list
1921

    
1922
and inspect each network's state by running:
1923

    
1924
.. code-block:: console
1925

    
1926
   $ snf-manage network-inspect <net_id>
1927

    
1928
Finally, you can see the networks from the Ganeti perspective by running on the
1929
Ganeti MASTER:
1930

    
1931
.. code-block:: console
1932

    
1933
   $ gnt-network list
1934
   $ gnt-network info <network_name>
1935

    
1936
Create pools for Private Networks
1937
---------------------------------
1938

    
1939
To prevent duplicate assignment of resources to different private networks,
1940
Cyclades supports two types of pools:
1941

    
1942
 - MAC prefix Pool
1943
 - Bridge Pool
1944

    
1945
As long as those resourses have been provisioned, admin has to define two
1946
these pools in Synnefo:
1947

    
1948

    
1949
.. code-block:: console
1950

    
1951
   root@testvm1:~ # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
1952

    
1953
   root@testvm1:~ # snf-manage pool-create --type=bridge --base=prv --size=20
1954

    
1955
Also, change the Synnefo setting in :file:`20-snf-cyclades-app-api.conf`:
1956

    
1957
.. code-block:: console
1958

    
1959
   DEFAULT_MAC_FILTERED_BRIDGE = 'prv0'
1960

    
1961
Servers restart
1962
---------------
1963

    
1964
Restart gunicorn on node1:
1965

    
1966
.. code-block:: console
1967

    
1968
   # /etc/init.d/gunicorn restart
1969

    
1970
Now let's do the final connections of Cyclades with Ganeti.
1971

    
1972
``snf-dispatcher`` initialization
1973
---------------------------------
1974

    
1975
``snf-dispatcher`` dispatches all messages published to the Message Queue and
1976
manages the Cyclades database accordingly. It also initializes all exchanges. By
1977
default it is not enabled during installation of Cyclades, so let's enable it in
1978
its configuration file ``/etc/default/snf-dispatcher``:
1979

    
1980
.. code-block:: console
1981

    
1982
   SNF_DSPTCH_ENABLE=true
1983

    
1984
and start the daemon:
1985

    
1986
.. code-block:: console
1987

    
1988
   # /etc/init.d/snf-dispatcher start
1989

    
1990
You can see that everything works correctly by tailing its log file
1991
``/var/log/synnefo/dispatcher.log``.
1992

    
1993
``snf-ganeti-eventd`` on GANETI MASTER
1994
--------------------------------------
1995

    
1996
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
1997
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
1998
The daemon is already installed on the GANETI MASTER (node1 in our case).
1999
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
2000
installation, so we enable it in its configuration file
2001
``/etc/default/snf-ganeti-eventd``:
2002

    
2003
.. code-block:: console
2004

    
2005
   SNF_EVENTD_ENABLE=true
2006

    
2007
and start the daemon:
2008

    
2009
.. code-block:: console
2010

    
2011
   # /etc/init.d/snf-ganeti-eventd start
2012

    
2013
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
2014

    
2015
Apply Quota
2016
-----------
2017

    
2018
The following commands will check and fix the integrity of user quota.
2019
In a freshly installed system, these commands have no effect and can be
2020
skipped.
2021

    
2022
.. code-block:: console
2023

    
2024
   node1 # snf-manage quota --sync
2025
   node1 # snf-manage reconcile-resources-astakos --fix
2026
   node2 # snf-manage reconcile-resources-pithos --fix
2027
   node1 # snf-manage reconcile-resources-cyclades --fix
2028

    
2029
If all the above return successfully, then you have finished with the Cyclades
2030
installation and setup.
2031

    
2032
Let's test our installation now.
2033

    
2034

    
2035
Testing of Cyclades
2036
===================
2037

    
2038
Cyclades Web UI
2039
---------------
2040

    
2041
First of all we need to test that our Cyclades Web UI works correctly. Open your
2042
browser and go to the Astakos home page. Login and then click 'cyclades' on the
2043
top cloud bar. This should redirect you to:
2044

    
2045
 `http://node1.example.com/ui/`
2046

    
2047
and the Cyclades home page should appear. If not, please go back and find what
2048
went wrong. Do not proceed if you don't see the Cyclades home page.
2049

    
2050
If the Cyclades home page appears, click on the orange button 'New machine'. The
2051
first step of the 'New machine wizard' will appear. This step shows all the
2052
available Images from which you can spawn new VMs. The list should be currently
2053
empty, as we haven't registered any Images yet. Close the wizard and browse the
2054
interface (not many things to see yet). If everything seems to work, let's
2055
register our first Image file.
2056

    
2057
Cyclades Images
2058
---------------
2059

    
2060
To test our Cyclades installation, we will use an Image stored on Pithos to
2061
spawn a new VM from the Cyclades interface. We will describe all steps, even
2062
though you may already have uploaded an Image on Pithos from a :ref:`previous
2063
<snf-image-images>` section:
2064

    
2065
 * Upload an Image file to Pithos
2066
 * Register that Image file to Cyclades
2067
 * Spawn a new VM from that Image from the Cyclades Web UI
2068

    
2069
We will use the `kamaki <http://www.synnefo.org/docs/kamaki/latest/index.html>`_
2070
command line client to do the uploading and registering of the Image.
2071

    
2072
Installation of `kamaki`
2073
~~~~~~~~~~~~~~~~~~~~~~~~
2074

    
2075
You can install `kamaki` anywhere you like, since it is a standalone client of
2076
the APIs and talks to the installation over `http`. For the purpose of this
2077
guide we will assume that we have downloaded the `Debian Squeeze Base Image
2078
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ and stored it under node1's
2079
``/srv/images`` directory. For that reason we will install `kamaki` on node1,
2080
too. We do this by running:
2081

    
2082
.. code-block:: console
2083

    
2084
   # apt-get install kamaki
2085

    
2086
Configuration of kamaki
2087
~~~~~~~~~~~~~~~~~~~~~~~
2088

    
2089
Now we need to setup kamaki, by adding the appropriate URLs and tokens of our
2090
installation. We do this by running:
2091

    
2092
.. code-block:: console
2093

    
2094
   $ kamaki config set user.url "https://node1.example.com"
2095
   $ kamaki config set compute.url "https://node1.example.com/api/v1.1"
2096
   $ kamaki config set image.url "https://node1.example.com/image"
2097
   $ kamaki config set file.url "https://node2.example.com/v1"
2098
   $ kamaki config set token USER_TOKEN
2099

    
2100
The USER_TOKEN appears on the user's `Profile` web page on the Astakos Web UI.
2101

    
2102
You can see that the new configuration options have been applied correctly,
2103
either by checking the editable file ``~/.kamakirc`` or by running:
2104

    
2105
.. code-block:: console
2106

    
2107
   $ kamaki config list
2108

    
2109
A quick test to check that kamaki is configured correctly, is to try to
2110
authenticate a user based on his/her token (in this case the user is you):
2111

    
2112
.. code-block:: console
2113

    
2114
  $ kamaki user authenticate
2115

    
2116
The above operation provides various user information, e.g. UUID (the unique
2117
user id) which might prove useful in some operations.
2118

    
2119
Upload an Image file to Pithos
2120
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2121

    
2122
Now, that we have set up `kamaki` we will upload the Image that we have
2123
downloaded and stored under ``/srv/images/``. Although we can upload the Image
2124
under the root ``Pithos`` container (as you may have done when uploading the
2125
Image from the Pithos Web UI), we will create a new container called ``images``
2126
and store the Image under that container. We do this for two reasons:
2127

    
2128
a) To demonstrate how to create containers other than the default ``Pithos``.
2129
   This can be done only with the `kamaki` client and not through the Web UI.
2130

    
2131
b) As a best organization practise, so that you won't have your Image files
2132
   tangled along with all your other Pithos files and directory structures.
2133

    
2134
We create the new ``images`` container by running:
2135

    
2136
.. code-block:: console
2137

    
2138
   $ kamaki file create images
2139

    
2140
To check if the container has been created, list all containers of your
2141
account:
2142

    
2143
.. code-block:: console
2144

    
2145
  $ kamaki file list
2146

    
2147
Then, we upload the Image file to that container:
2148

    
2149
.. code-block:: console
2150

    
2151
   $ kamaki file upload /srv/images/debian_base-6.0-7-x86_64.diskdump images
2152

    
2153
The first is the local path and the second is the remote container on Pithos.
2154
Check if the file has been uploaded, by listing the container contents:
2155

    
2156
.. code-block:: console
2157

    
2158
  $ kamaki file list images
2159

    
2160
Alternatively check if the new container and file appear on the Pithos Web UI.
2161

    
2162
Register an existing Image file to Cyclades
2163
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2164

    
2165
For the purposes of the following example, we assume that the user UUID is
2166
``u53r-un1qu3-1d``.
2167

    
2168
Once the Image file has been successfully uploaded on Pithos then we register
2169
it to Cyclades, by running:
2170

    
2171
.. code-block:: console
2172

    
2173
   $ kamaki image register "Debian Base" \
2174
                           pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump \
2175
                           --public \
2176
                           --disk-format=diskdump \
2177
                           --property OSFAMILY=linux --property ROOT_PARTITION=1 \
2178
                           --property description="Debian Squeeze Base System" \
2179
                           --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \
2180
                           --property sortorder=1 --property USERS=root --property OS=debian
2181

    
2182
This command registers the Pithos file
2183
``pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump`` as an
2184
Image in Cyclades. This Image will be public (``--public``), so all users will
2185
be able to spawn VMs from it and is of type ``diskdump``. The first two
2186
properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest
2187
properties are optional, but recommended, so that the Images appear nicely on
2188
the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The
2189
``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable
2190
inside the ``20-snf-cyclades-app-ui.conf`` configuration file.
2191

    
2192
``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed
2193
from Cyclades to Ganeti and then `snf-image` (also see
2194
:ref:`previous section <ganeti-with-pithos-images>`). All other properties are
2195
used to show information on the Cyclades UI.
2196

    
2197
Spawn a VM from the Cyclades Web UI
2198
-----------------------------------
2199

    
2200
If the registration completes successfully, then go to the Cyclades Web UI from
2201
your browser at:
2202

    
2203
 `https://node1.example.com/ui/`
2204

    
2205
Click on the 'New Machine' button and the first step of the wizard will appear.
2206
Click on 'My Images' (right after 'System' Images) on the left pane of the
2207
wizard. Your previously registered Image "Debian Base" should appear under
2208
'Available Images'. If not, something has gone wrong with the registration. Make
2209
sure you can see your Image file on the Pithos Web UI and ``kamaki image
2210
register`` returns successfully with all options and properties as shown above.
2211

    
2212
If the Image appears on the list, select it and complete the wizard by selecting
2213
a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you
2214
write down your password, because you *WON'T* be able to retrieve it later.
2215

    
2216
If everything was setup correctly, after a few minutes your new machine will go
2217
to state 'Running' and you will be able to use it. Click 'Console' to connect
2218
through VNC out of band, or click on the machine's icon to connect directly via
2219
SSH or RDP (for windows machines).
2220

    
2221
Congratulations. You have successfully installed the whole Synnefo stack and
2222
connected all components. Go ahead in the next section to test the Network
2223
functionality from inside Cyclades and discover even more features.
2224

    
2225
General Testing
2226
===============
2227

    
2228
Notes
2229
=====
2230