Statistics
| Branch: | Tag: | Revision:

root / docs / quick-install-admin-guide.rst @ 660086d9

History | View | Annotate | Download (76.8 kB)

1
.. _quick-install-admin-guide:
2

    
3
Administrator's Installation Guide
4
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
5

    
6
This is the Administrator's installation guide.
7

    
8
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
10
assumes the nodes run Debian Squeeze. After successful installation, you will
11
have the following services running:
12

    
13
    * Identity Management (Astakos)
14
    * Object Storage Service (Pithos)
15
    * Compute Service (Cyclades)
16
    * Image Service (part of Cyclades)
17
    * Network Service (part of Cyclades)
18

    
19
and a single unified Web UI to manage them all.
20

    
21
The Volume Storage Service (Archipelago) and the Billing Service (Aquarium) are
22
not released yet.
23

    
24
If you just want to install the Object Storage Service (Pithos), follow the
25
guide and just stop after the "Testing of Pithos" section.
26

    
27

    
28
Installation of Synnefo / Introduction
29
======================================
30

    
31
We will install the services with the above list's order. The last three
32
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).
37

    
38
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
40
are "node1.example.com" and "node2.example.com" and their IPs are "4.3.2.1" and
41
"4.3.2.2" respectively.
42

    
43
.. note:: It is import that the two machines are under the same domain name.
44
    If they are not, you can do this by editting the file ``/etc/hosts``
45
    on both machines, and add the following lines:
46

    
47
    .. code-block:: console
48

    
49
        4.3.2.1     node1.example.com
50
        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).
58

    
59
To be able to download all synnefo components you need to add the following
60
lines in your ``/etc/apt/sources.list`` file:
61

    
62
| ``deb http://apt.dev.grnet.gr squeeze/``
63
| ``deb-src http://apt.dev.grnet.gr squeeze/``
64

    
65
and import the repo's GPG key:
66

    
67
| ``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:
73

    
74
| ``deb http://backports.debian.org/debian-backports squeeze-backports main``
75

    
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.
83

    
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
86
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.
89

    
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
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
98

    
99
    * apache (http server)
100
    * gunicorn (WSGI http server)
101
    * postgresql (database)
102
    * rabbitmq (message queue)
103
    * ntp (NTP daemon)
104
    * gevent
105

    
106
You can install apache2, progresql and ntp by running:
107

    
108
.. code-block:: console
109

    
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:
114

    
115
.. code-block:: console
116

    
117
   # apt-get -t squeeze-backports install gunicorn
118

    
119
Also, make sure to install gevent >= 0.13.6. Again from the debian backports:
120

    
121
.. code-block:: console
122

    
123
   # apt-get -t squeeze-backports install python-gevent
124

    
125
On node1, we will create our databases, so you will also need the
126
python-psycopg2 package:
127

    
128
.. code-block:: console
129

    
130
   # apt-get install python-psycopg2
131

    
132
To install RabbitMQ>=2.8.4, use the RabbitMQ APT repository by adding the
133
following line to ``/etc/apt/sources.list``:
134

    
135
.. code-block:: console
136

    
137
    deb http://www.rabbitmq.com/debian testing main
138

    
139
Add RabbitMQ public key, to trusted key list:
140

    
141
.. code-block:: console
142

    
143
  # wget http://www.rabbitmq.com/rabbitmq-signing-key-public.asc
144
  # apt-key add rabbitmq-signing-key-public.asc
145

    
146
Finally, to install the package run:
147

    
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:
159

    
160
.. code-block:: console
161

    
162
    root@node1:~ # su - postgres
163
    postgres@node1:~ $ psql
164
    postgres=# CREATE DATABASE snf_apps WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
165
    postgres=# CREATE USER synnefo WITH PASSWORD 'example_passw0rd';
166
    postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_apps TO synnefo;
167

    
168
We also create the database ``snf_pithos`` needed by the Pithos backend and
169
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
171
create all needed databases on node1 and then node2 will connect to them.
172

    
173
.. code-block:: console
174

    
175
    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
180
``listen_addresses`` to ``'*'`` :
181

    
182
.. 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:`` :
189

    
190
.. code-block:: console
191

    
192
    host		all	all	4.3.2.1/32	md5
193
    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:
197

    
198
.. code-block:: console
199

    
200
   # /etc/init.d/postgresql restart
201

    
202
Gunicorn setup
203
~~~~~~~~~~~~~~
204

    
205
Create the file ``/etc/gunicorn.d/synnefo`` containing the following:
206

    
207
.. code-block:: console
208

    
209
    CONFIG = {
210
     'mode': 'django',
211
     'environment': {
212
       'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
213
     },
214
     'working_dir': '/etc/synnefo',
215
     'user': 'www-data',
216
     'group': 'www-data',
217
     'args': (
218
       '--bind=127.0.0.1:8080',
219
       '--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
.. _conf-astakos:
507

    
508
Configuration of Astakos
509
========================
510

    
511
Conf Files
512
----------
513

    
514
After astakos is successfully installed, you will find the directory
515
``/etc/synnefo`` and some configuration files inside it. The files contain
516
commented configuration options, which are the default options. While installing
517
new snf-* components, new configuration files will appear inside the directory.
518
In this guide (and for all services), we will edit only the minimum necessary
519
configuration options, to reflect our setup. Everything else will remain as is.
520

    
521
After getting familiar with synnefo, you will be able to customize the software
522
as you wish and fits your needs. Many options are available, to empower the
523
administrator with extensively customizable setups.
524

    
525
For the snf-webproject component (installed as an astakos dependency), we
526
need the following:
527

    
528
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
529
uncomment and edit the ``DATABASES`` block to reflect our database:
530

    
531
.. code-block:: console
532

    
533
    DATABASES = {
534
     'default': {
535
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
536
         'ENGINE': 'django.db.backends.postgresql_psycopg2',
537
         # ATTENTION: This *must* be the absolute path if using sqlite3.
538
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
539
         'NAME': 'snf_apps',
540
         'USER': 'synnefo',                      # Not used with sqlite3.
541
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
542
         # Set to empty string for localhost. Not used with sqlite3.
543
         'HOST': '4.3.2.1',
544
         # Set to empty string for default. Not used with sqlite3.
545
         'PORT': '5432',
546
     }
547
    }
548

    
549
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
550
``SECRET_KEY``. This is a Django specific setting which is used to provide a
551
seed in secret-key hashing algorithms. Set this to a random string of your
552
choice and keep it private:
553

    
554
.. code-block:: console
555

    
556
    SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
557

    
558
For astakos specific configuration, edit the following options in
559
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
560

    
561
.. code-block:: console
562

    
563
    ASTAKOS_COOKIE_DOMAIN = '.example.com'
564

    
565
    ASTAKOS_BASE_URL = 'https://node1.example.com/astakos'
566

    
567
The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our domain (for all
568
services). ``ASTAKOS_BASE_URL`` is the astakos top-level URL. Appending an
569
extra path (``/astakos`` here) is recommended in order to distinguish
570
components, if more than one are installed on the same machine.
571

    
572
.. note:: For the purpose of this guide, we don't enable recaptcha authentication.
573
    If you would like to enable it, you have to edit the following options:
574

    
575
    .. code-block:: console
576

    
577
        ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
578
        ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
579
        ASTAKOS_RECAPTCHA_USE_SSL = True
580
        ASTAKOS_RECAPTCHA_ENABLED = True
581

    
582
    For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
583
    go to https://www.google.com/recaptcha/admin/create and create your own pair.
584

    
585
Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` :
586

    
587
.. code-block:: console
588

    
589
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
590

    
591
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
592

    
593
    CLOUDBAR_MENU_URL = 'https://node1.example.com/astakos/ui/get_menu'
594

    
595
Those settings have to do with the black cloudbar endpoints and will be
596
described in more detail later on in this guide. For now, just edit the domain
597
to point at node1 which is where we have installed Astakos.
598

    
599
If you are an advanced user and want to use the Shibboleth Authentication
600
method, read the relative :ref:`section <shibboleth-auth>`.
601

    
602
.. _email-configuration:
603

    
604
Email delivery configuration
605
----------------------------
606

    
607
Many of the ``astakos`` operations require server to notify service users and 
608
administrators via email. e.g. right after the signup process the service sents 
609
an email to the registered email address containing an email verification url, 
610
after the user verifies the email address astakos once again needs to notify 
611
administrators with a notice that a new account has just been verified.
612

    
613
More specifically astakos sends emails in the following cases
614

    
615
- An email containing a verification link after each signup process.
616
- An email to the people listed in ``ADMINS`` setting after each email 
617
  verification if ``ASTAKOS_MODERATION`` setting is ``True``. The email 
618
  notifies administrators that an additional action is required in order to 
619
  activate the user.
620
- A welcome email to the user email and an admin notification to ``ADMINS`` 
621
  right after each account activation.
622
- Feedback messages submited from astakos contact view and astakos feedback 
623
  API endpoint are sent to contacts listed in ``HELPDESK`` setting.
624
- Project application request notifications to people included in ``HELPDESK`` 
625
  and ``MANAGERS`` settings.
626
- Notifications after each project members action (join request, membership 
627
  accepted/declinde etc.) to project members or project owners.
628

    
629
Astakos uses the Django internal email delivering mechanism to send email 
630
notifications. A simple configuration, using an external smtp server to 
631
deliver messages, is shown below. 
632

    
633
.. code-block:: python
634
    
635
    # /etc/synnefo/10-snf-common-admins.conf
636
    EMAIL_HOST = "mysmtp.server.synnefo.org"
637
    EMAIL_HOST_USER = "<smtpuser>"
638
    EMAIL_HOST_PASSWORD = "<smtppassword>"
639

    
640
    # this gets appended in all email subjects
641
    EMAIL_SUBJECT_PREFIX = "[example.synnefo.org] "
642
    
643
    # Address to use for outgoing emails
644
    DEFAULT_FROM_EMAIL = "server@example.synnefo.org"
645

    
646
    # Email where users can contact for support. This is used in html/email 
647
    # templates.
648
    CONTACT_EMAIL = "server@example.synnefo.org"
649

    
650
    # The email address that error messages come from
651
    SERVER_EMAIL = "server-errors@example.synnefo.org"
652

    
653
Notice that since email settings might be required by applications other than
654
astakos they are defined in a different configuration file than the one
655
previously used to set astakos specific settings. 
656

    
657
Refer to 
658
`Django documentation <https://docs.djangoproject.com/en/1.2/topics/email/>`_
659
for additional information on available email settings.
660

    
661
As refered in the previous section, based on the operation that triggers 
662
an email notification, the recipients list differs. Specifically for 
663
emails whose recipients include contacts from your service team 
664
(administrators, managers, helpdesk etc) synnefo provides the following 
665
settings located in ``10-snf-common-admins.conf``:
666

    
667
.. code-block:: python
668

    
669
    ADMINS = (('Admin name', 'admin@example.synnefo.org'), 
670
              ('Admin2 name', 'admin2@example.synnefo.org))
671
    MANAGERS = (('Manager name', 'manager@example.synnefo.org'),)
672
    HELPDESK = (('Helpdesk user name', 'helpdesk@example.synnefo.org'),)
673

    
674

    
675

    
676
Enable Pooling
677
--------------
678

    
679
This section can be bypassed, but we strongly recommend you apply the following,
680
since they result in a significant performance boost.
681

    
682
Synnefo includes a pooling DBAPI driver for PostgreSQL, as a thin wrapper
683
around Psycopg2. This allows independent Django requests to reuse pooled DB
684
connections, with significant performance gains.
685

    
686
To use, first monkey-patch psycopg2. For Django, run this before the
687
``DATABASES`` setting in ``/etc/synnefo/10-snf-webproject-database.conf``:
688

    
689
.. code-block:: console
690

    
691
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
692
    monkey_patch_psycopg2()
693

    
694
Since we are running with greenlets, we should modify psycopg2 behavior, so it
695
works properly in a greenlet context:
696

    
697
.. code-block:: console
698

    
699
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
700
    make_psycopg_green()
701

    
702
Use the Psycopg2 driver as usual. For Django, this means using
703
``django.db.backends.postgresql_psycopg2`` without any modifications. To enable
704
connection pooling, pass a nonzero ``synnefo_poolsize`` option to the DBAPI
705
driver, through ``DATABASES.OPTIONS`` in Django.
706

    
707
All the above will result in an ``/etc/synnefo/10-snf-webproject-database.conf``
708
file that looks like this:
709

    
710
.. code-block:: console
711

    
712
    # Monkey-patch psycopg2
713
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
714
    monkey_patch_psycopg2()
715

    
716
    # If running with greenlets
717
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
718
    make_psycopg_green()
719

    
720
    DATABASES = {
721
     'default': {
722
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
723
         'ENGINE': 'django.db.backends.postgresql_psycopg2',
724
         'OPTIONS': {'synnefo_poolsize': 8},
725

    
726
         # ATTENTION: This *must* be the absolute path if using sqlite3.
727
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
728
         'NAME': 'snf_apps',
729
         'USER': 'synnefo',                      # Not used with sqlite3.
730
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
731
         # Set to empty string for localhost. Not used with sqlite3.
732
         'HOST': '4.3.2.1',
733
         # Set to empty string for default. Not used with sqlite3.
734
         'PORT': '5432',
735
     }
736
    }
737

    
738
Database Initialization
739
-----------------------
740

    
741
After configuration is done, we initialize the database by running:
742

    
743
.. code-block:: console
744

    
745
    # snf-manage syncdb
746

    
747
At this example we don't need to create a django superuser, so we select
748
``[no]`` to the question. After a successful sync, we run the migration needed
749
for astakos:
750

    
751
.. code-block:: console
752

    
753
    # snf-manage migrate im
754
    # snf-manage migrate quotaholder_app
755

    
756
Then, we load the pre-defined user groups
757

    
758
.. code-block:: console
759

    
760
    # snf-manage loaddata groups
761

    
762
.. _services-reg:
763

    
764
Services Registration
765
---------------------
766

    
767
When the database is ready, we need to register the services. The following
768
command will ask you to register the standard Synnefo components (astakos,
769
cyclades, and pithos) along with the services they provide. Note that you
770
have to register at least astakos in order to have a usable authentication
771
system. For each component, you will be asked to provide two URLs: its base
772
URL and its UI URL.
773

    
774
The former is the location where the component resides; it should equal
775
the ``<component_name>_BASE_URL`` as specified in the respective component
776
settings. For example, the base URL for astakos would be
777
``https://node1.example.com/astakos``.
778

    
779
The latter is the URL that appears in the Cloudbar and leads to the
780
component UI. If you want to follow the default setup, set
781
the UI URL to ``<base_url>/ui/`` where ``base_url`` the component's base
782
URL as explained before. (You can later change the UI URL with
783
``snf-manage component-modify <component_name> --url new_ui_url``.)
784

    
785
The command will also register automatically the resource definitions
786
offered by the services.
787

    
788
.. code-block:: console
789

    
790
    # snf-component-register
791

    
792
.. note::
793

    
794
   This command is equivalent to running the following series of commands;
795
   it registers the three components in astakos and then in each host it
796
   exports the respective service definitions, copies the exported json file
797
   to the astakos host, where it finally imports it:
798

    
799
    .. code-block:: console
800

    
801
       astakos-host$ snf-manage component-add astakos astakos_ui_url
802
       astakos-host$ snf-manage component-add cyclades cyclades_ui_url
803
       astakos-host$ snf-manage component-add pithos pithos_ui_url
804
       astakos-host$ snf-manage service-export-astakos > astakos.json
805
       astakos-host$ snf-manage service-import --json astakos.json
806
       cyclades-host$ snf-manage service-export-cyclades > cyclades.json
807
       # copy the file to astakos-host
808
       astakos-host$ snf-manage service-import --json cyclades.json
809
       pithos-host$ snf-manage service-export-pithos > pithos.json
810
       # copy the file to astakos-host
811
       astakos-host$ snf-manage service-import --json pithos.json
812

    
813
Setting Default Base Quota for Resources
814
----------------------------------------
815

    
816
We now have to specify the limit on resources that each user can employ
817
(exempting resources offered by projects).
818

    
819
.. code-block:: console
820

    
821
    # snf-manage resource-modify --limit-interactive
822

    
823

    
824
Servers Initialization
825
----------------------
826

    
827
Finally, we initialize the servers on node1:
828

    
829
.. code-block:: console
830

    
831
    root@node1:~ # /etc/init.d/gunicorn restart
832
    root@node1:~ # /etc/init.d/apache2 restart
833

    
834
We have now finished the Astakos setup. Let's test it now.
835

    
836

    
837
Testing of Astakos
838
==================
839

    
840
Open your favorite browser and go to:
841

    
842
``http://node1.example.com/astakos``
843

    
844
If this redirects you to ``https://node1.example.com/astakos/ui/`` and you can see
845
the "welcome" door of Astakos, then you have successfully setup Astakos.
846

    
847
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
848
and fill all your data at the sign up form. Then click "SUBMIT". You should now
849
see a green box on the top, which informs you that you made a successful request
850
and the request has been sent to the administrators. So far so good, let's
851
assume that you created the user with username ``user@example.com``.
852

    
853
Now we need to activate that user. Return to a command prompt at node1 and run:
854

    
855
.. code-block:: console
856

    
857
    root@node1:~ # snf-manage user-list
858

    
859
This command should show you a list with only one user; the one we just created.
860
This user should have an id with a value of ``1`` and flag "active" and
861
"verified" set to False. Now run:
862

    
863
.. code-block:: console
864

    
865
    root@node1:~ # snf-manage user-modify 1 --verify --accept
866

    
867
This verifies the user email and activates the user.
868
When running in production, the activation is done automatically with different
869
types of moderation, that Astakos supports. You can see the moderation methods
870
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
871
documentation. In production, you can also manually activate a user, by sending
872
him/her an activation email. See how to do this at the :ref:`User
873
activation <user_activation>` section.
874

    
875
Now let's go back to the homepage. Open ``http://node1.example.com/astkos/ui/`` with
876
your browser again. Try to sign in using your new credentials. If the astakos
877
menu appears and you can see your profile, then you have successfully setup
878
Astakos.
879

    
880
Let's continue to install Pithos now.
881

    
882

    
883
Installation of Pithos on node2
884
===============================
885

    
886
To install Pithos, grab the packages from our repository (make sure  you made
887
the additions needed in your ``/etc/apt/sources.list`` file, as described
888
previously), by running:
889

    
890
.. code-block:: console
891

    
892
   # apt-get install snf-pithos-app snf-pithos-backend
893

    
894
Now, install the pithos web interface:
895

    
896
.. code-block:: console
897

    
898
   # apt-get install snf-pithos-webclient
899

    
900
This package provides the standalone pithos web client. The web client is the
901
web UI for Pithos and will be accessible by clicking "pithos" on the Astakos
902
interface's cloudbar, at the top of the Astakos homepage.
903

    
904

    
905
.. _conf-pithos:
906

    
907
Configuration of Pithos
908
=======================
909

    
910
Conf Files
911
----------
912

    
913
After Pithos is successfully installed, you will find the directory
914
``/etc/synnefo`` and some configuration files inside it, as you did in node1
915
after installation of astakos. Here, you will not have to change anything that
916
has to do with snf-common or snf-webproject. Everything is set at node1. You
917
only need to change settings that have to do with Pithos. Specifically:
918

    
919
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
920
this options:
921

    
922
.. code-block:: console
923

    
924
   ASTAKOS_BASE_URL = 'https://node1.example.com/astakos'
925

    
926
   PITHOS_BASE_URL = 'https://node2.example.com/pithos'
927
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
928
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
929

    
930
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w'
931

    
932
   # Set to False if astakos & pithos are on the same host
933
   PITHOS_PROXY_USER_SERVICES = True
934

    
935

    
936
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the Pithos app where to
937
find the Pithos backend database. Above we tell Pithos that its database is
938
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
939
``example_passw0rd``.  All those settings where setup during node1's "Database
940
setup" section.
941

    
942
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the Pithos app where to find
943
the Pithos backend data. Above we tell Pithos to store its data under
944
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
945
directory at node1's "Pithos data directory setup" section.
946

    
947
The ``ASTAKOS_BASE_URL`` option informs the Pithos app where Astakos is.
948
The Astakos service is used for user management (authentication, quotas, etc.)
949

    
950
The ``PITHOS_BASE_URL`` setting must point to the top-level Pithos URL.
951

    
952
The ``PITHOS_SERVICE_TOKEN`` is the token used for authentication with astakos.
953
It can be retrieved by running on the Astakos node (node1 in our case):
954

    
955
.. code-block:: console
956

    
957
   # snf-manage component-list
958

    
959
The token has been generated automatically during the :ref:`Pithos service
960
registration <services-reg>`.
961

    
962
The ``PITHOS_UPDATE_MD5`` option by default disables the computation of the
963
object checksums. This results to improved performance during object uploading.
964
However, if compatibility with the OpenStack Object Storage API is important
965
then it should be changed to ``True``.
966

    
967
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
968
Pithos web UI with the astakos web UI (through the top cloudbar):
969

    
970
.. code-block:: console
971

    
972
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
973
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
974
    CLOUDBAR_MENU_URL = 'https://node1.example.com/astakos/ui/get_menu'
975

    
976
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
977
cloudbar.
978

    
979
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
980
Pithos web client to get from astakos all the information needed to fill its
981
own cloudbar. So we put our astakos deployment urls there.
982

    
983
Pooling and Greenlets
984
---------------------
985

    
986
Pithos is pooling-ready without the need of further configuration, because it
987
doesn't use a Django DB. It pools HTTP connections to Astakos and pithos
988
backend objects for access to the Pithos DB.
989

    
990
However, as in Astakos, since we are running with Greenlets, it is also
991
recommended to modify psycopg2 behavior so it works properly in a greenlet
992
context. This means adding the following lines at the top of your
993
``/etc/synnefo/10-snf-webproject-database.conf`` file:
994

    
995
.. code-block:: console
996

    
997
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
998
    make_psycopg_green()
999

    
1000
Furthermore, add the ``--worker-class=gevent`` (or ``--worker-class=sync`` as
1001
mentioned above, depending on your setup) argument on your
1002
``/etc/gunicorn.d/synnefo`` configuration file. The file should look something
1003
like this:
1004

    
1005
.. code-block:: console
1006

    
1007
    CONFIG = {
1008
     'mode': 'django',
1009
     'environment': {
1010
       'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
1011
     },
1012
     'working_dir': '/etc/synnefo',
1013
     'user': 'www-data',
1014
     'group': 'www-data',
1015
     'args': (
1016
       '--bind=127.0.0.1:8080',
1017
       '--workers=4',
1018
       '--worker-class=gevent',
1019
       '--log-level=debug',
1020
       '--timeout=43200'
1021
     ),
1022
    }
1023

    
1024
Stamp Database Revision
1025
-----------------------
1026

    
1027
Pithos uses the alembic_ database migrations tool.
1028

    
1029
.. _alembic: http://alembic.readthedocs.org
1030

    
1031
After a successful installation, we should stamp it at the most recent
1032
revision, so that future migrations know where to start upgrading in
1033
the migration history.
1034

    
1035
.. code-block:: console
1036

    
1037
    root@node2:~ # pithos-migrate stamp head
1038

    
1039
Servers Initialization
1040
----------------------
1041

    
1042
After configuration is done, we initialize the servers on node2:
1043

    
1044
.. code-block:: console
1045

    
1046
    root@node2:~ # /etc/init.d/gunicorn restart
1047
    root@node2:~ # /etc/init.d/apache2 restart
1048

    
1049
You have now finished the Pithos setup. Let's test it now.
1050

    
1051

    
1052
Testing of Pithos
1053
=================
1054

    
1055
Open your browser and go to the Astakos homepage:
1056

    
1057
``http://node1.example.com/astakos``
1058

    
1059
Login, and you will see your profile page. Now, click the "pithos" link on the
1060
top black cloudbar. If everything was setup correctly, this will redirect you
1061
to:
1062

    
1063

    
1064
and you will see the blue interface of the Pithos application.  Click the
1065
orange "Upload" button and upload your first file. If the file gets uploaded
1066
successfully, then this is your first sign of a successful Pithos installation.
1067
Go ahead and experiment with the interface to make sure everything works
1068
correctly.
1069

    
1070
You can also use the Pithos clients to sync data from your Windows PC or MAC.
1071

    
1072
If you don't stumble on any problems, then you have successfully installed
1073
Pithos, which you can use as a standalone File Storage Service.
1074

    
1075
If you would like to do more, such as:
1076

    
1077
    * Spawning VMs
1078
    * Spawning VMs from Images stored on Pithos
1079
    * Uploading your custom Images to Pithos
1080
    * Spawning VMs from those custom Images
1081
    * Registering existing Pithos files as Images
1082
    * Connect VMs to the Internet
1083
    * Create Private Networks
1084
    * Add VMs to Private Networks
1085

    
1086
please continue with the rest of the guide.
1087

    
1088

    
1089
Cyclades Prerequisites
1090
======================
1091

    
1092
Before proceeding with the Cyclades installation, make sure you have
1093
successfully set up Astakos and Pithos first, because Cyclades depends on
1094
them. If you don't have a working Astakos and Pithos installation yet, please
1095
return to the :ref:`top <quick-install-admin-guide>` of this guide.
1096

    
1097
Besides Astakos and Pithos, you will also need a number of additional working
1098
prerequisites, before you start the Cyclades installation.
1099

    
1100
Ganeti
1101
------
1102

    
1103
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
1104
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
1105
Please refer to the
1106
`ganeti documentation <http://docs.ganeti.org/ganeti/2.6/html>`_ for all the
1107
gory details. A successful Ganeti installation concludes with a working
1108
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
1109
<GANETI_NODES>`.
1110

    
1111
The above Ganeti cluster can run on different physical machines than node1 and
1112
node2 and can scale independently, according to your needs.
1113

    
1114
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
1115
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
1116
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
1117

    
1118
We highly recommend that you read the official Ganeti documentation, if you are
1119
not familiar with Ganeti.
1120

    
1121
Unfortunatelly, the current stable version of the stock Ganeti (v2.6.2) doesn't
1122
support IP pool management. This feature will be available in Ganeti >= 2.7.
1123
Synnefo depends on the IP pool functionality of Ganeti, so you have to use
1124
GRNET provided packages until stable 2.7 is out. To do so:
1125

    
1126
.. code-block:: console
1127

    
1128
   # apt-get install snf-ganeti ganeti-htools
1129
   # rmmod -f drbd && modprobe drbd minor_count=255 usermode_helper=/bin/true
1130

    
1131
You should have:
1132

    
1133
Ganeti >= 2.6.2+ippool11+hotplug5+extstorage3+rdbfix1+kvmfix2-1
1134

    
1135
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
1136
both nodes, choose a domain name that resolves to a valid floating IP (let's
1137
say it's ``ganeti.node1.example.com``). Make sure node1 and node2 have same
1138
dsa/rsa keys and authorised_keys for password-less root ssh between each other.
1139
If not then skip passing --no-ssh-init but be aware that it will replace
1140
/root/.ssh/* related files and you might lose access to master node. Also,
1141
make sure there is an lvm volume group named ``ganeti`` that will host your
1142
VMs' disks. Finally, setup a bridge interface on the host machines (e.g: br0).
1143
Then run on node1:
1144

    
1145
.. code-block:: console
1146

    
1147
    root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init \
1148
                    --no-etc-hosts --vg-name=ganeti --nic-parameters link=br0 \
1149
                    --master-netdev eth0 ganeti.node1.example.com
1150
    root@node1:~ # gnt-cluster modify --default-iallocator hail
1151
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
1152
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
1153

    
1154
    root@node1:~ # gnt-node add --no-ssh-key-check --master-capable=yes \
1155
                    --vm-capable=yes node2.example.com
1156
    root@node1:~ # gnt-cluster modify --disk-parameters=drbd:metavg=ganeti
1157
    root@node1:~ # gnt-group modify --disk-parameters=drbd:metavg=ganeti default
1158

    
1159
For any problems you may stumble upon installing Ganeti, please refer to the
1160
`official documentation <http://docs.ganeti.org/ganeti/2.6/html>`_. Installation
1161
of Ganeti is out of the scope of this guide.
1162

    
1163
.. _cyclades-install-snfimage:
1164

    
1165
snf-image
1166
---------
1167

    
1168
Installation
1169
~~~~~~~~~~~~
1170
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
1171
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
1172
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
1173
node1 and node2. You can do this by running on *both* nodes:
1174

    
1175
.. code-block:: console
1176

    
1177
   # apt-get install snf-image snf-pithos-backend python-psycopg2
1178

    
1179
snf-image also needs the `snf-pithos-backend <snf-pithos-backend>`, to be able
1180
to handle image files stored on Pithos. It also needs `python-psycopg2` to be
1181
able to access the Pithos database. This is why, we also install them on *all*
1182
VM-capable Ganeti nodes.
1183

    
1184
.. warning:: snf-image uses ``curl`` for handling URLs. This means that it will
1185
    not  work out of the box if you try to use URLs served by servers which do
1186
    not have a valid certificate. To circumvent this you should edit the file
1187
    ``/etc/default/snf-image``. Change ``#CURL="curl"`` to ``CURL="curl -k"``.
1188

    
1189
Configuration
1190
~~~~~~~~~~~~~
1191
snf-image supports native access to Images stored on Pithos. This means that
1192
it can talk directly to the Pithos backend, without the need of providing a
1193
public URL. More details, are described in the next section. For now, the only
1194
thing we need to do, is configure snf-image to access our Pithos backend.
1195

    
1196
To do this, we need to set the corresponding variables in
1197
``/etc/default/snf-image``, to reflect our Pithos setup:
1198

    
1199
.. code-block:: console
1200

    
1201
    PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
1202

    
1203
    PITHOS_DATA="/srv/pithos/data"
1204

    
1205
If you have installed your Ganeti cluster on different nodes than node1 and
1206
node2 make sure that ``/srv/pithos/data`` is visible by all of them.
1207

    
1208
If you would like to use Images that are also/only stored locally, you need to
1209
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
1210
Pithos.
1211

    
1212
Testing
1213
~~~~~~~
1214
You can test that snf-image is successfully installed by running on the
1215
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
1216

    
1217
.. code-block:: console
1218

    
1219
   # gnt-os diagnose
1220

    
1221
This should return ``valid`` for snf-image.
1222

    
1223
If you are interested to learn more about snf-image's internals (and even use
1224
it alongside Ganeti without Synnefo), please see
1225
`here <http://www.synnefo.org/docs/snf-image/latest/index.html>`_ for information
1226
concerning installation instructions, documentation on the design and
1227
implementation, and supported Image formats.
1228

    
1229
.. _snf-image-images:
1230

    
1231
Actual Images for snf-image
1232
---------------------------
1233

    
1234
Now that snf-image is installed successfully we need to provide it with some
1235
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
1236
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
1237
format. For more information about snf-image Image formats see `here
1238
<http://www.synnefo.org/docs/snf-image/latest/usage.html#image-format>`_.
1239

    
1240
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
1241
above Images to be stored:
1242

    
1243
    * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR``
1244
      in :file:`/etc/default/snf-image`)
1245
    * On a remote host (accessible via public URL e.g: http://... or ftp://...)
1246
    * On Pithos (accessible natively, not only by its public URL)
1247

    
1248
For the purpose of this guide, we will use the Debian Squeeze Base Image found
1249
on the official `snf-image page
1250
<http://www.synnefo.org/docs/snf-image/latest/usage.html#sample-images>`_. The
1251
image is of type ``diskdump``. We will store it in our new Pithos installation.
1252

    
1253
To do so, do the following:
1254

    
1255
a) Download the Image from the official snf-image page.
1256

    
1257
b) Upload the Image to your Pithos installation, either using the Pithos Web
1258
   UI or the command line client `kamaki
1259
   <http://www.synnefo.org/docs/kamaki/latest/index.html>`_.
1260

    
1261
Once the Image is uploaded successfully, download the Image's metadata file
1262
from the official snf-image page. You will need it, for spawning a VM from
1263
Ganeti, in the next section.
1264

    
1265
Of course, you can repeat the procedure to upload more Images, available from
1266
the `official snf-image page
1267
<http://www.synnefo.org/docs/snf-image/latest/usage.html#sample-images>`_.
1268

    
1269
.. _ganeti-with-pithos-images:
1270

    
1271
Spawning a VM from a Pithos Image, using Ganeti
1272
-----------------------------------------------
1273

    
1274
Now, it is time to test our installation so far. So, we have Astakos and
1275
Pithos installed, we have a working Ganeti installation, the snf-image
1276
definition installed on all VM-capable nodes and a Debian Squeeze Image on
1277
Pithos. Make sure you also have the `metadata file
1278
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
1279

    
1280
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
1281

    
1282
.. code-block:: console
1283

    
1284
   # gnt-instance add -o snf-image+default --os-parameters \
1285
                      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"}' \
1286
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1287
                      testvm1
1288

    
1289
In the above command:
1290

    
1291
 * ``img_passwd``: the arbitrary root password of your new instance
1292
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1293
 * ``img_id``: If you want to deploy an Image stored on Pithos (our case), this
1294
               should have the format ``pithos://<UUID>/<container>/<filename>``:
1295
               * ``username``: ``user@example.com`` (defined during Astakos sign up)
1296
               * ``container``: ``pithos`` (default, if the Web UI was used)
1297
               * ``filename``: the name of file (visible also from the Web UI)
1298
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1299
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1300
                       <http://www.synnefo.org/docs/snf-image/latest/usage.html#image-properties>`_
1301

    
1302
If the ``gnt-instance add`` command returns successfully, then run:
1303

    
1304
.. code-block:: console
1305

    
1306
   # gnt-instance info testvm1 | grep "console connection"
1307

    
1308
to find out where to connect using VNC. If you can connect successfully and can
1309
login to your new instance using the root password ``my_vm_example_passw0rd``,
1310
then everything works as expected and you have your new Debian Base VM up and
1311
running.
1312

    
1313
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1314
to access the Pithos database and the Pithos backend data (newer versions
1315
require UUID instead of a username). Another issue you may encounter is that in
1316
relatively slow setups, you may need to raise the default HELPER_*_TIMEOUTS in
1317
/etc/default/snf-image. Also, make sure you gave the correct ``img_id`` and
1318
``img_properties``. If ``gnt-instance add`` succeeds but you cannot connect,
1319
again find out what went wrong. Do *NOT* proceed to the next steps unless you
1320
are sure everything works till this point.
1321

    
1322
If everything works, you have successfully connected Ganeti with Pithos. Let's
1323
move on to networking now.
1324

    
1325
.. warning::
1326

    
1327
    You can bypass the networking sections and go straight to
1328
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1329
    the Cyclades Network Service, but only the Cyclades Compute Service
1330
    (recommended for now).
1331

    
1332
Networking Setup Overview
1333
-------------------------
1334

    
1335
This part is deployment-specific and must be customized based on the specific
1336
needs of the system administrator. However, to do so, the administrator needs
1337
to understand how each level handles Virtual Networks, to be able to setup the
1338
backend appropriately, before installing Cyclades. To do so, please read the
1339
:ref:`Network <networks>` section before proceeding.
1340

    
1341
Since synnefo 0.11 all network actions are managed with the snf-manage
1342
network-* commands. This needs the underlying setup (Ganeti, nfdhcpd,
1343
snf-network, bridges, vlans) to be already configured correctly. The only
1344
actions needed in this point are:
1345

    
1346
a) Have Ganeti with IP pool management support installed.
1347

    
1348
b) Install :ref:`snf-network <snf-network>`, which provides a synnefo specific kvm-ifup script, etc.
1349

    
1350
c) Install :ref:`nfdhcpd <nfdhcpd>`, which serves DHCP requests of the VMs.
1351

    
1352
In order to test that everything is setup correctly before installing Cyclades,
1353
we will make some testing actions in this section, and the actual setup will be
1354
done afterwards with snf-manage commands.
1355

    
1356
.. _snf-network:
1357

    
1358
snf-network
1359
~~~~~~~~~~~
1360

    
1361
snf-network includes `kvm-vif-bridge` script that is invoked every time
1362
a tap (a VM's NIC) is created. Based on environment variables passed by
1363
Ganeti it issues various commands depending on the network type the NIC is
1364
connected to and sets up a corresponding dhcp lease.
1365

    
1366
Install snf-network on all Ganeti nodes:
1367

    
1368
.. code-block:: console
1369

    
1370
   # apt-get install snf-network
1371

    
1372
Then, in :file:`/etc/default/snf-network` set:
1373

    
1374
.. code-block:: console
1375

    
1376
   MAC_MASK=ff:ff:f0:00:00:00
1377

    
1378
.. _nfdhcpd:
1379

    
1380
nfdhcpd
1381
~~~~~~~
1382

    
1383
Each NIC's IP is chosen by Ganeti (with IP pool management support).
1384
`kvm-vif-bridge` script sets up dhcp leases and when the VM boots and
1385
makes a dhcp request, iptables will mangle the packet and `nfdhcpd` will
1386
create a dhcp response.
1387

    
1388
.. code-block:: console
1389

    
1390
   # apt-get install nfqueue-bindings-python=0.3+physindev-1
1391
   # apt-get install nfdhcpd
1392

    
1393
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1394
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1395
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1396
VMs. Once you are finished, restart the server on all nodes:
1397

    
1398
.. code-block:: console
1399

    
1400
   # /etc/init.d/nfdhcpd restart
1401

    
1402
If you are using ``ferm``, then you need to run the following:
1403

    
1404
.. code-block:: console
1405

    
1406
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1407
   # /etc/init.d/ferm restart
1408

    
1409
or make sure to run after boot:
1410

    
1411
.. code-block:: console
1412

    
1413
   # iptables -t mangle -A PREROUTING -p udp -m udp --dport 67 -j NFQUEUE --queue-num 42
1414

    
1415
and if you have IPv6 enabled:
1416

    
1417
.. code-block:: console
1418

    
1419
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 133 -j NFQUEUE --queue-num 43
1420
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 135 -j NFQUEUE --queue-num 44
1421

    
1422
You can check which clients are currently served by nfdhcpd by running:
1423

    
1424
.. code-block:: console
1425

    
1426
   # kill -SIGUSR1 `cat /var/run/nfdhcpd/nfdhcpd.pid`
1427

    
1428
When you run the above, then check ``/var/log/nfdhcpd/nfdhcpd.log``.
1429

    
1430
Public Network Setup
1431
--------------------
1432

    
1433
To achieve basic networking the simplest way is to have a common bridge (e.g.
1434
``br0``, on the same collision domain with the router) where all VMs will
1435
connect to. Packets will be "forwarded" to the router and then to the Internet.
1436
If you want a more advanced setup (ip-less routing and proxy-arp plese refer to
1437
:ref:`Network <networks>` section).
1438

    
1439
Physical Host Setup
1440
~~~~~~~~~~~~~~~~~~~
1441

    
1442
Assuming ``eth0`` on both hosts is the public interface (directly connected
1443
to the router), run on every node:
1444

    
1445
.. code-block:: console
1446

    
1447
   # apt-get install vlan
1448
   # brctl addbr br0
1449
   # ip link set br0 up
1450
   # vconfig add eth0 100
1451
   # ip link set eth0.100 up
1452
   # brctl addif br0 eth0.100
1453

    
1454

    
1455
Testing a Public Network
1456
~~~~~~~~~~~~~~~~~~~~~~~~
1457

    
1458
Let's assume, that you want to assign IPs from the ``5.6.7.0/27`` range to you
1459
new VMs, with ``5.6.7.1`` as the router's gateway. In Ganeti you can add the
1460
network by running:
1461

    
1462
.. code-block:: console
1463

    
1464
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 --network-type=public --tags=nfdhcpd test-net-public
1465

    
1466
Then, connect the network to all your nodegroups. We assume that we only have
1467
one nodegroup (``default``) in our Ganeti cluster:
1468

    
1469
.. code-block:: console
1470

    
1471
   # gnt-network connect test-net-public default bridged br0
1472

    
1473
Now, it is time to test that the backend infrastracture is correctly setup for
1474
the Public Network. We will add a new VM, the same way we did it on the
1475
previous testing section. However, now will also add one NIC, configured to be
1476
managed from our previously defined network. Run on the GANETI-MASTER (node1):
1477

    
1478
.. code-block:: console
1479

    
1480
   # gnt-instance add -o snf-image+default --os-parameters \
1481
                      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"}' \
1482
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1483
                      --net 0:ip=pool,network=test-net-public \
1484
                      testvm2
1485

    
1486
If the above returns successfully, connect to the new VM and run:
1487

    
1488
.. code-block:: console
1489

    
1490
   root@testvm2:~ # ip addr
1491
   root@testvm2:~ # ip route
1492
   root@testvm2:~ # cat /etc/resolv.conf
1493

    
1494
to check IP address (5.6.7.2), IP routes (default via 5.6.7.1) and DNS config
1495
(nameserver option in nfdhcpd.conf). This shows correct configuration of
1496
ganeti, snf-network and nfdhcpd.
1497

    
1498
Now ping the outside world. If this works too, then you have also configured
1499
correctly your physical host and router.
1500

    
1501
Make sure everything works as expected, before proceeding with the Private
1502
Networks setup.
1503

    
1504
.. _private-networks-setup:
1505

    
1506
Private Networks Setup
1507
----------------------
1508

    
1509
Synnefo supports two types of private networks:
1510

    
1511
 - based on MAC filtering
1512
 - based on physical VLANs
1513

    
1514
Both types provide Layer 2 isolation to the end-user.
1515

    
1516
For the first type a common bridge (e.g. ``prv0``) is needed while for the
1517
second a range of bridges (e.g. ``prv1..prv100``) each bridged on a different
1518
physical VLAN. To this end to assure isolation among end-users' private networks
1519
each has to have different MAC prefix (for the filtering to take place) or to be
1520
"connected" to a different bridge (VLAN actually).
1521

    
1522
Physical Host Setup
1523
~~~~~~~~~~~~~~~~~~~
1524

    
1525
In order to create the necessary VLAN/bridges, one for MAC filtered private
1526
networks and various (e.g. 20) for private networks based on physical VLANs,
1527
run on every node:
1528

    
1529
Assuming ``eth0`` of both hosts are somehow (via cable/switch with VLANs
1530
configured correctly) connected together, run on every node:
1531

    
1532
.. code-block:: console
1533

    
1534
   # modprobe 8021q
1535
   # $iface=eth0
1536
   # for prv in $(seq 0 20); do
1537
        vlan=$prv
1538
        bridge=prv$prv
1539
        vconfig add $iface $vlan
1540
        ifconfig $iface.$vlan up
1541
        brctl addbr $bridge
1542
        brctl setfd $bridge 0
1543
        brctl addif $bridge $iface.$vlan
1544
        ifconfig $bridge up
1545
      done
1546

    
1547
The above will do the following :
1548

    
1549
 * provision 21 new bridges: ``prv0`` - ``prv20``
1550
 * provision 21 new vlans: ``eth0.0`` - ``eth0.20``
1551
 * add the corresponding vlan to the equivalent bridge
1552

    
1553
You can run ``brctl show`` on both nodes to see if everything was setup
1554
correctly.
1555

    
1556
Testing the Private Networks
1557
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1558

    
1559
To test the Private Networks, we will create two instances and put them in the
1560
same Private Networks (one MAC Filtered and one Physical VLAN). This means
1561
that the instances will have a second NIC connected to the ``prv0``
1562
pre-provisioned bridge and a third to ``prv1``.
1563

    
1564
We run the same command as in the Public Network testing section, but with one
1565
more argument for the second NIC:
1566

    
1567
.. code-block:: console
1568

    
1569
   # 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
1570
   # gnt-network connect test-net-prv-mac default bridged prv0
1571

    
1572
   # gnt-network add --network=10.0.0.0/24 --tags=nfdhcpd --network-type=private test-net-prv-vlan
1573
   # gnt-network connect test-net-prv-vlan default bridged prv1
1574

    
1575
   # gnt-instance add -o snf-image+default --os-parameters \
1576
                      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"}' \
1577
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1578
                      --net 0:ip=pool,network=test-net-public \
1579
                      --net 1:ip=pool,network=test-net-prv-mac \
1580
                      --net 2:ip=none,network=test-net-prv-vlan \
1581
                      testvm3
1582

    
1583
   # gnt-instance add -o snf-image+default --os-parameters \
1584
                      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"}' \
1585
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1586
                      --net 0:ip=pool,network=test-net-public \
1587
                      --net 1:ip=pool,network=test-net-prv-mac \
1588
                      --net 2:ip=none,network=test-net-prv-vlan \
1589
                      testvm4
1590

    
1591
Above, we create two instances with first NIC connected to the internet, their
1592
second NIC connected to a MAC filtered private Network and their third NIC
1593
connected to the first Physical VLAN Private Network. Now, connect to the
1594
instances using VNC and make sure everything works as expected:
1595

    
1596
 a) The instances have access to the public internet through their first eth
1597
    interface (``eth0``), which has been automatically assigned a public IP.
1598

    
1599
 b) ``eth1`` will have mac prefix ``aa:00:55``, while ``eth2`` default one (``aa:00:00``)
1600

    
1601
 c) ip link set ``eth1``/``eth2`` up
1602

    
1603
 d) dhclient ``eth1``/``eth2``
1604

    
1605
 e) On testvm3  ping 192.168.1.2/10.0.0.2
1606

    
1607
If everything works as expected, then you have finished the Network Setup at the
1608
backend for both types of Networks (Public & Private).
1609

    
1610
.. _cyclades-gtools:
1611

    
1612
Cyclades Ganeti tools
1613
---------------------
1614

    
1615
In order for Ganeti to be connected with Cyclades later on, we need the
1616
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1617
case). You can install them by running in both nodes:
1618

    
1619
.. code-block:: console
1620

    
1621
   # apt-get install snf-cyclades-gtools
1622

    
1623
This will install the following:
1624

    
1625
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1626
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1627
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1628

    
1629
Configure ``snf-cyclades-gtools``
1630
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1631

    
1632
The package will install the ``/etc/synnefo/20-snf-cyclades-gtools-backend.conf``
1633
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1634
that need it:
1635

    
1636
.. code-block:: console
1637

    
1638
  AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1639

    
1640
The above variables should reflect your :ref:`Message Queue setup
1641
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1642

    
1643
Connect ``snf-image`` with ``snf-progress-monitor``
1644
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1645

    
1646
Finally, we need to configure ``snf-image`` to publish progress messages during
1647
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1648
set the corresponding variable to ``snf-progress-monitor``:
1649

    
1650
.. code-block:: console
1651

    
1652
   PROGRESS_MONITOR="snf-progress-monitor"
1653

    
1654
This file should be editted in all Ganeti nodes.
1655

    
1656
.. _rapi-user:
1657

    
1658
Synnefo RAPI user
1659
-----------------
1660

    
1661
As a last step before installing Cyclades, create a new RAPI user that will
1662
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1663
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1664
You can do this, by first running:
1665

    
1666
.. code-block:: console
1667

    
1668
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1669

    
1670
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1671

    
1672
.. code-block:: console
1673

    
1674
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1675

    
1676
More about Ganeti's RAPI users `here.
1677
<http://docs.ganeti.org/ganeti/2.6/html/rapi.html#introduction>`_
1678

    
1679
You have now finished with all needed Prerequisites for Cyclades. Let's move on
1680
to the actual Cyclades installation.
1681

    
1682

    
1683
Installation of Cyclades on node1
1684
=================================
1685

    
1686
This section describes the installation of Cyclades. Cyclades is Synnefo's
1687
Compute service. The Image Service will get installed automatically along with
1688
Cyclades, because it is contained in the same Synnefo component.
1689

    
1690
We will install Cyclades on node1. To do so, we install the corresponding
1691
package by running on node1:
1692

    
1693
.. code-block:: console
1694

    
1695
   # apt-get install snf-cyclades-app memcached python-memcache
1696

    
1697
If all packages install successfully, then Cyclades are installed and we
1698
proceed with their configuration.
1699

    
1700
Since version 0.13, Synnefo uses the VMAPI in order to prevent sensitive data
1701
needed by 'snf-image' to be stored in Ganeti configuration (e.g. VM password).
1702
This is achieved by storing all sensitive information to a CACHE backend and
1703
exporting it via VMAPI. The cache entries are invalidated after the first
1704
request. Synnefo uses `memcached <http://memcached.org/>`_ as a
1705
`Django <https://www.djangoproject.com/>`_ cache backend.
1706

    
1707
Configuration of Cyclades
1708
=========================
1709

    
1710
Conf files
1711
----------
1712

    
1713
After installing Cyclades, a number of new configuration files will appear under
1714
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will describe here
1715
only the minimal needed changes to result with a working system. In general,
1716
sane defaults have been chosen for the most of the options, to cover most of the
1717
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1718
once you get familiar with the different options.
1719

    
1720
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1721

    
1722
.. code-block:: console
1723

    
1724
   CYCLADES_BASE_URL = 'https://node1.example.com/cyclades'
1725
   ASTAKOS_BASE_URL = 'https://node1.example.com/astakos'
1726

    
1727
   # Set to False if astakos & cyclades are on the same host
1728
   CYCLADES_PROXY_USER_SERVICES = False
1729

    
1730
   CYCLADES_SERVICE_TOKEN = 'cyclades_service_token22w'
1731

    
1732
The ``ASTAKOS_BASE_URL`` denotes the Astakos endpoint for Cyclades,
1733
which is used for all user management, including authentication.
1734
Since our Astakos, Cyclades, and Pithos installations belong together,
1735
they should all have identical ``ASTAKOS_BASE_URL`` setting
1736
(see also, :ref:`previously <conf-pithos>`).
1737

    
1738
The ``CYCLADES_BASE_URL`` setting must point to the top-level Cyclades URL.
1739
Appending an extra path (``/cyclades`` here) is recommended in order to
1740
distinguish components, if more than one are installed on the same machine.
1741

    
1742
The ``CYCLADES_SERVICE_TOKEN`` is the token used for authentication with astakos.
1743
It can be retrieved by running on the Astakos node (node1 in our case):
1744

    
1745
.. code-block:: console
1746

    
1747
   # snf-manage component-list
1748

    
1749
The token has been generated automatically during the :ref:`Cyclades service
1750
registration <services-reg>`.
1751

    
1752
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1753

    
1754
.. code-block:: console
1755

    
1756
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1757
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
1758
   CLOUDBAR_MENU_URL = 'https://account.node1.example.com/astakos/ui/get_menu'
1759

    
1760
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1761
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1762
used by the Cyclades Web UI to get from Astakos all the information needed to
1763
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1764
above should have the same values we put in the corresponding variables in
1765
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1766
:ref:`Pithos configuration <conf-pithos>` section.
1767

    
1768
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1769

    
1770
.. code-block:: console
1771

    
1772
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1773
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1774

    
1775
In this file we configure the Image Service. ``BACKEND_DB_CONNECTION``
1776
denotes the Pithos database (where the Image files are stored). So we set that
1777
to point to our Pithos database. ``BACKEND_BLOCK_PATH`` denotes the actual
1778
Pithos data location.
1779

    
1780
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1781

    
1782
.. code-block:: console
1783

    
1784
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1785

    
1786
The above settings denote the Message Queue. Those settings should have the same
1787
values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and
1788
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1789

    
1790
Edit ``/etc/synnefo/20-snf-cyclades-app-vmapi.conf``:
1791

    
1792
.. code-block:: console
1793

    
1794
   VMAPI_CACHE_BACKEND = "memcached://127.0.0.1:11211/?timeout=3600"
1795

    
1796
Edit ``/etc/default/vncauthproxy``:
1797

    
1798
.. code-block:: console
1799

    
1800
   CHUID="nobody:www-data"
1801

    
1802
We have now finished with the basic Cyclades configuration.
1803

    
1804
Database Initialization
1805
-----------------------
1806

    
1807
Once Cyclades is configured, we sync the database:
1808

    
1809
.. code-block:: console
1810

    
1811
   $ snf-manage syncdb
1812
   $ snf-manage migrate
1813

    
1814
and load the initial server flavors:
1815

    
1816
.. code-block:: console
1817

    
1818
   $ snf-manage loaddata flavors
1819

    
1820
If everything returns successfully, our database is ready.
1821

    
1822
Add the Ganeti backend
1823
----------------------
1824

    
1825
In our installation we assume that we only have one Ganeti cluster, the one we
1826
setup earlier.  At this point you have to add this backend (Ganeti cluster) to
1827
cyclades assuming that you have setup the :ref:`Rapi User <rapi-user>`
1828
correctly.
1829

    
1830
.. code-block:: console
1831

    
1832
   $ snf-manage backend-add --clustername=ganeti.node1.example.com --user=cyclades --pass=example_rapi_passw0rd
1833

    
1834
You can see everything has been setup correctly by running:
1835

    
1836
.. code-block:: console
1837

    
1838
   $ snf-manage backend-list
1839

    
1840
Enable the new backend by running:
1841

    
1842
.. code-block::
1843

    
1844
   $ snf-manage backend-modify --drained False 1
1845

    
1846
.. warning:: Since version 0.13, the backend is set to "drained" by default.
1847
    This means that you cannot add VMs to it. The reason for this is that the
1848
    nodes should be unavailable to Synnefo until the Administrator explicitly
1849
    releases them. To change this setting, use ``snf-manage backend-modify
1850
    --drained False <backend-id>``.
1851

    
1852
If something is not set correctly, you can modify the backend with the
1853
``snf-manage backend-modify`` command. If something has gone wrong, you could
1854
modify the backend to reflect the Ganeti installation by running:
1855

    
1856
.. code-block:: console
1857

    
1858
   $ snf-manage backend-modify --clustername "ganeti.node1.example.com"
1859
                               --user=cyclades
1860
                               --pass=example_rapi_passw0rd
1861
                               1
1862

    
1863
``clustername`` denotes the Ganeti-cluster's name. We provide the corresponding
1864
domain that resolves to the master IP, than the IP itself, to ensure Cyclades
1865
can talk to Ganeti even after a Ganeti master-failover.
1866

    
1867
``user`` and ``pass`` denote the RAPI user's username and the RAPI user's
1868
password.  Once we setup the first backend to point at our Ganeti cluster, we
1869
update the Cyclades backends status by running:
1870

    
1871
.. code-block:: console
1872

    
1873
   $ snf-manage backend-update-status
1874

    
1875
Cyclades can manage multiple Ganeti backends, but for the purpose of this
1876
guide,we won't get into more detail regarding mulitple backends. If you want to
1877
learn more please see /*TODO*/.
1878

    
1879
Add a Public Network
1880
----------------------
1881

    
1882
Cyclades supports different Public Networks on different Ganeti backends.
1883
After connecting Cyclades with our Ganeti cluster, we need to setup a Public
1884
Network for this Ganeti backend (`id = 1`). The basic setup is to bridge every
1885
created NIC on a bridge. After having a bridge (e.g. br0) created in every
1886
backend node edit Synnefo setting CUSTOM_BRIDGED_BRIDGE to 'br0':
1887

    
1888
.. code-block:: console
1889

    
1890
   $ snf-manage network-create --subnet=5.6.7.0/27 \
1891
                               --gateway=5.6.7.1 \
1892
                               --subnet6=2001:648:2FFC:1322::/64 \
1893
                               --gateway6=2001:648:2FFC:1322::1 \
1894
                               --public --dhcp --flavor=CUSTOM \
1895
                               --link=br0 --mode=bridged \
1896
                               --name=public_network \
1897
                               --backend-id=1
1898

    
1899
This will create the Public Network on both Cyclades and the Ganeti backend. To
1900
make sure everything was setup correctly, also run:
1901

    
1902
.. code-block:: console
1903

    
1904
   $ snf-manage reconcile-networks
1905

    
1906
You can see all available networks by running:
1907

    
1908
.. code-block:: console
1909

    
1910
   $ snf-manage network-list
1911

    
1912
and inspect each network's state by running:
1913

    
1914
.. code-block:: console
1915

    
1916
   $ snf-manage network-inspect <net_id>
1917

    
1918
Finally, you can see the networks from the Ganeti perspective by running on the
1919
Ganeti MASTER:
1920

    
1921
.. code-block:: console
1922

    
1923
   $ gnt-network list
1924
   $ gnt-network info <network_name>
1925

    
1926
Create pools for Private Networks
1927
---------------------------------
1928

    
1929
To prevent duplicate assignment of resources to different private networks,
1930
Cyclades supports two types of pools:
1931

    
1932
 - MAC prefix Pool
1933
 - Bridge Pool
1934

    
1935
As long as those resourses have been provisioned, admin has to define two
1936
these pools in Synnefo:
1937

    
1938

    
1939
.. code-block:: console
1940

    
1941
   root@testvm1:~ # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
1942

    
1943
   root@testvm1:~ # snf-manage pool-create --type=bridge --base=prv --size=20
1944

    
1945
Also, change the Synnefo setting in :file:`20-snf-cyclades-app-api.conf`:
1946

    
1947
.. code-block:: console
1948

    
1949
   DEFAULT_MAC_FILTERED_BRIDGE = 'prv0'
1950

    
1951
Servers restart
1952
---------------
1953

    
1954
Restart gunicorn on node1:
1955

    
1956
.. code-block:: console
1957

    
1958
   # /etc/init.d/gunicorn restart
1959

    
1960
Now let's do the final connections of Cyclades with Ganeti.
1961

    
1962
``snf-dispatcher`` initialization
1963
---------------------------------
1964

    
1965
``snf-dispatcher`` dispatches all messages published to the Message Queue and
1966
manages the Cyclades database accordingly. It also initializes all exchanges. By
1967
default it is not enabled during installation of Cyclades, so let's enable it in
1968
its configuration file ``/etc/default/snf-dispatcher``:
1969

    
1970
.. code-block:: console
1971

    
1972
   SNF_DSPTCH_ENABLE=true
1973

    
1974
and start the daemon:
1975

    
1976
.. code-block:: console
1977

    
1978
   # /etc/init.d/snf-dispatcher start
1979

    
1980
You can see that everything works correctly by tailing its log file
1981
``/var/log/synnefo/dispatcher.log``.
1982

    
1983
``snf-ganeti-eventd`` on GANETI MASTER
1984
--------------------------------------
1985

    
1986
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
1987
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
1988
The daemon is already installed on the GANETI MASTER (node1 in our case).
1989
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
1990
installation, so we enable it in its configuration file
1991
``/etc/default/snf-ganeti-eventd``:
1992

    
1993
.. code-block:: console
1994

    
1995
   SNF_EVENTD_ENABLE=true
1996

    
1997
and start the daemon:
1998

    
1999
.. code-block:: console
2000

    
2001
   # /etc/init.d/snf-ganeti-eventd start
2002

    
2003
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
2004

    
2005
Apply Quota
2006
-----------
2007

    
2008
The following commands will check and fix the integrity of user quota.
2009
In a freshly installed system, these commands have no effect and can be
2010
skipped.
2011

    
2012
.. code-block:: console
2013

    
2014
   node1 # snf-manage quota --sync
2015
   node1 # snf-manage reconcile-resources-astakos --fix
2016
   node2 # snf-manage reconcile-resources-pithos --fix
2017
   node1 # snf-manage reconcile-resources-cyclades --fix
2018

    
2019
If all the above return successfully, then you have finished with the Cyclades
2020
installation and setup.
2021

    
2022
Let's test our installation now.
2023

    
2024

    
2025
Testing of Cyclades
2026
===================
2027

    
2028
Cyclades Web UI
2029
---------------
2030

    
2031
First of all we need to test that our Cyclades Web UI works correctly. Open your
2032
browser and go to the Astakos home page. Login and then click 'cyclades' on the
2033
top cloud bar. This should redirect you to:
2034

    
2035
 `http://node1.example.com/cyclades/ui/`
2036

    
2037
and the Cyclades home page should appear. If not, please go back and find what
2038
went wrong. Do not proceed if you don't see the Cyclades home page.
2039

    
2040
If the Cyclades home page appears, click on the orange button 'New machine'. The
2041
first step of the 'New machine wizard' will appear. This step shows all the
2042
available Images from which you can spawn new VMs. The list should be currently
2043
empty, as we haven't registered any Images yet. Close the wizard and browse the
2044
interface (not many things to see yet). If everything seems to work, let's
2045
register our first Image file.
2046

    
2047
Cyclades Images
2048
---------------
2049

    
2050
To test our Cyclades installation, we will use an Image stored on Pithos to
2051
spawn a new VM from the Cyclades interface. We will describe all steps, even
2052
though you may already have uploaded an Image on Pithos from a :ref:`previous
2053
<snf-image-images>` section:
2054

    
2055
 * Upload an Image file to Pithos
2056
 * Register that Image file to Cyclades
2057
 * Spawn a new VM from that Image from the Cyclades Web UI
2058

    
2059
We will use the `kamaki <http://www.synnefo.org/docs/kamaki/latest/index.html>`_
2060
command line client to do the uploading and registering of the Image.
2061

    
2062
Installation of `kamaki`
2063
~~~~~~~~~~~~~~~~~~~~~~~~
2064

    
2065
You can install `kamaki` anywhere you like, since it is a standalone client of
2066
the APIs and talks to the installation over `http`. For the purpose of this
2067
guide we will assume that we have downloaded the `Debian Squeeze Base Image
2068
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ and stored it under node1's
2069
``/srv/images`` directory. For that reason we will install `kamaki` on node1,
2070
too. We do this by running:
2071

    
2072
.. code-block:: console
2073

    
2074
   # apt-get install kamaki
2075

    
2076
Configuration of kamaki
2077
~~~~~~~~~~~~~~~~~~~~~~~
2078

    
2079
Now we need to setup kamaki, by adding the appropriate URLs and tokens of our
2080
installation. We do this by running:
2081

    
2082
.. code-block:: console
2083

    
2084
   $ kamaki config set cloud.default.url \
2085
       "https://node1.example.com/astakos/identity/v2.0"
2086
   $ kamaki config set cloud.default.token USER_TOKEN
2087

    
2088
Both the Authentication URL and the USER_TOKEN appear on the user's
2089
`API access` web page on the Astakos Web UI.
2090

    
2091
You can see that the new configuration options have been applied correctly,
2092
either by checking the editable file ``~/.kamakirc`` or by running:
2093

    
2094
.. code-block:: console
2095

    
2096
   $ kamaki config list
2097

    
2098
A quick test to check that kamaki is configured correctly, is to try to
2099
authenticate a user based on his/her token (in this case the user is you):
2100

    
2101
.. code-block:: console
2102

    
2103
  $ kamaki user authenticate
2104

    
2105
The above operation provides various user information, e.g. UUID (the unique
2106
user id) which might prove useful in some operations.
2107

    
2108
Upload an Image file to Pithos
2109
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2110

    
2111
Now, that we have set up `kamaki` we will upload the Image that we have
2112
downloaded and stored under ``/srv/images/``. Although we can upload the Image
2113
under the root ``Pithos`` container (as you may have done when uploading the
2114
Image from the Pithos Web UI), we will create a new container called ``images``
2115
and store the Image under that container. We do this for two reasons:
2116

    
2117
a) To demonstrate how to create containers other than the default ``Pithos``.
2118
   This can be done only with the `kamaki` client and not through the Web UI.
2119

    
2120
b) As a best organization practise, so that you won't have your Image files
2121
   tangled along with all your other Pithos files and directory structures.
2122

    
2123
We create the new ``images`` container by running:
2124

    
2125
.. code-block:: console
2126

    
2127
   $ kamaki file create images
2128

    
2129
To check if the container has been created, list all containers of your
2130
account:
2131

    
2132
.. code-block:: console
2133

    
2134
  $ kamaki file list
2135

    
2136
Then, we upload the Image file to that container:
2137

    
2138
.. code-block:: console
2139

    
2140
   $ kamaki file upload /srv/images/debian_base-6.0-7-x86_64.diskdump images
2141

    
2142
The first is the local path and the second is the remote container on Pithos.
2143
Check if the file has been uploaded, by listing the container contents:
2144

    
2145
.. code-block:: console
2146

    
2147
  $ kamaki file list images
2148

    
2149
Alternatively check if the new container and file appear on the Pithos Web UI.
2150

    
2151
Register an existing Image file to Cyclades
2152
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2153

    
2154
For the purposes of the following example, we assume that the user UUID is
2155
``u53r-un1qu3-1d``.
2156

    
2157
Once the Image file has been successfully uploaded on Pithos then we register
2158
it to Cyclades, by running:
2159

    
2160
.. code-block:: console
2161

    
2162
   $ kamaki image register "Debian Base" \
2163
                           pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump \
2164
                           --public \
2165
                           --disk-format=diskdump \
2166
                           --property OSFAMILY=linux --property ROOT_PARTITION=1 \
2167
                           --property description="Debian Squeeze Base System" \
2168
                           --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \
2169
                           --property sortorder=1 --property USERS=root --property OS=debian
2170

    
2171
This command registers the Pithos file
2172
``pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump`` as an
2173
Image in Cyclades. This Image will be public (``--public``), so all users will
2174
be able to spawn VMs from it and is of type ``diskdump``. The first two
2175
properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest
2176
properties are optional, but recommended, so that the Images appear nicely on
2177
the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The
2178
``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable
2179
inside the ``20-snf-cyclades-app-ui.conf`` configuration file.
2180

    
2181
``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed
2182
from Cyclades to Ganeti and then `snf-image` (also see
2183
:ref:`previous section <ganeti-with-pithos-images>`). All other properties are
2184
used to show information on the Cyclades UI.
2185

    
2186
Spawn a VM from the Cyclades Web UI
2187
-----------------------------------
2188

    
2189
If the registration completes successfully, then go to the Cyclades Web UI from
2190
your browser at:
2191

    
2192
 `https://node1.example.com/cyclades/ui/`
2193

    
2194
Click on the 'New Machine' button and the first step of the wizard will appear.
2195
Click on 'My Images' (right after 'System' Images) on the left pane of the
2196
wizard. Your previously registered Image "Debian Base" should appear under
2197
'Available Images'. If not, something has gone wrong with the registration. Make
2198
sure you can see your Image file on the Pithos Web UI and ``kamaki image
2199
register`` returns successfully with all options and properties as shown above.
2200

    
2201
If the Image appears on the list, select it and complete the wizard by selecting
2202
a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you
2203
write down your password, because you *WON'T* be able to retrieve it later.
2204

    
2205
If everything was setup correctly, after a few minutes your new machine will go
2206
to state 'Running' and you will be able to use it. Click 'Console' to connect
2207
through VNC out of band, or click on the machine's icon to connect directly via
2208
SSH or RDP (for windows machines).
2209

    
2210
Congratulations. You have successfully installed the whole Synnefo stack and
2211
connected all components. Go ahead in the next section to test the Network
2212
functionality from inside Cyclades and discover even more features.
2213

    
2214
General Testing
2215
===============
2216

    
2217
Notes
2218
=====
2219