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.. _admin-guide:
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Synnefo Administrator's Guide
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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This is the complete Synnefo Administrator's Guide.
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.. _syn+archip:
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General Synnefo Architecture
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============================
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The following figure shows a detailed view of the whole Synnefo architecture
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and how it interacts with multiple Ganeti clusters. We hope that after reading
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the Administrator's Guide you will be able to understand every component and
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all the interactions between them.
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.. image:: images/synnefo-arch2.png
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   :width: 100%
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   :target: _images/synnefo-arch2.png
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Synnefo also supports RADOS as an alternative storage backend for
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Files/Images/VM disks. You will find the :ref:`corresponding figure
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<syn+archip+rados>` later in this guide.
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Identity Service (Astakos)
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==========================
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Authentication methods
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----------------------
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Astakos supports multiple authentication methods:
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 * local username/password
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 * LDAP / Active Directory
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 * SAML 2.0 (Shibboleth) federated logins
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 * Google
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 * Twitter
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 * LinkedIn
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.. _shibboleth-auth:
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Shibboleth Authentication
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~~~~~~~~~~~~~~~~~~~~~~~~~
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Astakos can delegate user authentication to a Shibboleth federation.
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To setup shibboleth, install package::
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  apt-get install libapache2-mod-shib2
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Change appropriately the configuration files in ``/etc/shibboleth``.
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Add in ``/etc/apache2/sites-available/synnefo-ssl``::
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  ShibConfig /etc/shibboleth/shibboleth2.xml
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  Alias      /shibboleth-sp /usr/share/shibboleth
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  <Location /ui/login/shibboleth>
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    AuthType shibboleth
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    ShibRequireSession On
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    ShibUseHeaders On
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    require valid-user
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  </Location>
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and before the line containing::
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  ProxyPass        / http://localhost:8080/ retry=0
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add::
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  ProxyPass /Shibboleth.sso !
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Then, enable the shibboleth module::
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  a2enmod shib2
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After passing through the apache module, the following tokens should be
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available at the destination::
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  eppn # eduPersonPrincipalName
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  Shib-InetOrgPerson-givenName
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  Shib-Person-surname
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  Shib-Person-commonName
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  Shib-InetOrgPerson-displayName
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  Shib-EP-Affiliation
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  Shib-Session-ID
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Finally, add 'shibboleth' in ``ASTAKOS_IM_MODULES`` list. The variable resides
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inside the file ``/etc/synnefo/20-snf-astakos-app-settings.conf``
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Twitter Authentication
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~~~~~~~~~~~~~~~~~~~~~~
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To enable twitter authentication while signed in under a Twitter account,
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visit dev.twitter.com/apps.
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Click Create an application.
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Fill the necessary information and for callback URL give::
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    https://node1.example.com/ui/login/twitter/authenticated
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Finally, add 'twitter' in ``ASTAKOS_IM_MODULES`` list. The variable resides
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inside the file ``/etc/synnefo/20-snf-astakos-app-settings.conf``
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Google Authentication
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~~~~~~~~~~~~~~~~~~~~~
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To enable google authentication while signed in under a Google account,
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visit https://code.google.com/apis/console/.
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Under API Access select Create another client ID, select Web application,
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expand more options in Your site or hostname section and in Authorized
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Redirect URIs add:
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Fill the necessary information and for callback URL give::
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    https://node1.example.com/ui/login/google/authenticated
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Finally, add 'google' in ``ASTAKOS_IM_MODULES`` list. The variable resides
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inside the file ``/etc/synnefo/20-snf-astakos-app-settings.conf``
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Working with Astakos
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--------------------
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User registration
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~~~~~~~~~~~~~~~~~
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When a new user signs up, he/she is not directly marked as active. You can see 
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his/her state by running (on the machine that runs the Astakos app):
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.. code-block:: console
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   $ snf-manage user-list
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More detailed user status is provided in the `status` field of the `user-show` 
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command:
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.. code-block:: console
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  $ snf-manage user-show <user-id>
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  id                  : 6
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  uuid                : 78661411-5eed-412f-a9ea-2de24f542c2e
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  status              : Accepted/Active (accepted policy: manual)
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  email               : user@synnefo.org
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  ....
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Based on the `astakos-app` configuration, there are several ways for a user to
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get verified and activated in order to be able to login. We discuss the user
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verification and activation flow in the following section.
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User activation flow
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````````````````````
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A user can register for an account using the astakos signup form. Once the form
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is submited successfully a user entry is created in astakos database. That entry
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is passed through the astakos activation backend which handles whether the user
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should be automatically verified and activated.
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Email verification
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``````````````````
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The verification process takes place in order to ensure that the user owns the
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email provided during the signup process. By default, after each successful
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signup astakos notifies user with an verification url via email. 
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At this stage:
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    * subsequent registrations invalidate and delete the previous registrations 
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      of the same email address.
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    * in case user misses the initial notification, additional emails can be
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      send either via the url which is prompted to the user if he tries to
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      login, or by the administrator using the ``snf-manage user-activation-send
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      <userid>`` command.
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    * administrator may also enforce a user to get verified using the
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      ``snf-manage user-modify --verify <userid>`` command.
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Account activation
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``````````````````
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Once the user gets verified, it is time for Astakos to decide whether or not to
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proceed through user activation process. If ``ASTAKOS_MODERATION_ENABLED``
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setting is set to ``False`` (default value) user gets activated automatically. 
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In case the moderation is enabled Astakos may still automatically activate the
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user in the following cases:
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    * User email matches any of the regular expressions defined in
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      ``ASTAKOS_RE_USER_EMAIL_PATTERNS`` (defaults to ``[]``)
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    * User used a signup method (e.g. ``shibboleth``) for which automatic
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      activation is enabled (see 
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      :ref:`authentication methods policies <auth_methods_policies>`).
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If all of the above fail to trigger automatic activation, an email is sent to
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the persons listed in ``HELPDESK``, ``MANAGERS`` and ``ADMINS`` settings,
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notifing that there is a new user pending for moderation and that it's up to
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the administrator to decide if the user should be activated. The UI also shows
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a corresponding 'pending moderation' message to the user. The administrator can
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activate a user using the ``snf-manage user-modify`` command:
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.. code-block:: console
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    # command to activate a pending user
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    $ snf-manage user-modify --accept <userid>
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    # command to reject a pending user
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    $ snf-manage user-modify --reject --reject-reason="spammer" <userid>
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Once the activation process finishes, a greeting message is sent to the user
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email address and a notification for the activation to the persons listed in
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``HELPDESK``, ``MANAGERS`` and ``ADMINS`` settings. Once activated the user is
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able to login and access the Synnefo services.
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Additional authentication methods
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`````````````````````````````````
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Astakos supports third party logins from external identity providers. This
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can be usefull since it allows users to use their existing credentials to 
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login to astakos service.
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Currently astakos supports the following identity providers:
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    * `Shibboleth <http://www.internet2.edu/shibboleth>`_ (module name
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      ``shibboleth``)
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    * `Google <https://developers.google.com/accounts/docs/OAuth2>`_ (module
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      name ``google``)
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    * `Twitter <https://dev.twitter.com/docs/auth>`_ (module name ``twitter``)
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    * `LinkedIn <http://developer.linkedin.com/documents/authentication>`_
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      (module name ``linkedin``)
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To enable any of the above modules (by default only ``local`` accounts are
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allowed), retrieve and set the required provider settings and append the 
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module name in ``ASTAKOS_IM_MODULES``.
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.. code-block:: python
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    # settings from https://code.google.com/apis/console/
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    ASTAKOS_GOOGLE_CLIENT_ID = '1111111111-epi60tvimgha63qqnjo40cljkojcann3.apps.googleusercontent.com'
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    ASTAKOS_GOOGLE_SECRET = 'tNDQqTDKlTf7_LaeUcWTWwZM'
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    # let users signup and login using their google account
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    ASTAKOS_IM_MODULES = ['local', 'google']
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.. _auth_methods_policies:
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Authentication method policies
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``````````````````````````````
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Astakos allows you to override the default policies for each enabled provider 
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separately by adding the approriate settings in your ``.conf`` files in the 
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following format:
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**ASTAKOS_AUTH_PROVIDER_<module>_<policy>_POLICY**
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Available policies are:
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    * **CREATE** Users can signup using that provider (default: ``True``) 
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    * **REMOVE/ADD** Users can remove/add login method from their profile 
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      (default: ``True``)
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    * **AUTOMODERATE** Automatically activate users that signup using that
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      provider (default: ``False``)
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    * **LOGIN** Whether or not users can use the provider to login (default:
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      ``True``).
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e.g. to enable automatic activation for your academic users, while keeping 
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locally signed up users under moderation you can apply the following settings.
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.. code-block:: python
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    ASTAKOS_AUTH_PROVIDER_SHIBBOLETH_AUTOMODERATE_POLICY = True
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    ASTAKOS_AUTH_PROVIDER_SHIBBOLETH_REMOVE_POLICY = False
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User login
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~~~~~~~~~~
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During the logging procedure, the user is authenticated by the respective
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identity provider.
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If ``ASTAKOS_RECAPTCHA_ENABLED`` is set and the user fails several times
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(``ASTAKOS_RATELIMIT_RETRIES_ALLOWED`` setting) to provide the correct
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credentials for a local account, he/she is then prompted to solve a captcha
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challenge.
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Upon success, the system renews the token (if it has expired), logins the user
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and sets the cookie, before redirecting the user to the ``next`` parameter
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value.
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Setting quota limits
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~~~~~~~~~~~~~~~~~~~~
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Set default quota
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`````````````````
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To inspect current default base quota limits, run::
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   # snf-manage resource-list
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You can modify the default base quota limit for all future users with::
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   # snf-manage resource-modify <resource_name> --default-quota <value>
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Set base quota for individual users
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```````````````````````````````````
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For individual users that need different quota than the default
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you can set it for each resource like this::
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    # use this to display quota / uuid
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    # snf-manage user-show 'uuid or email' --quota
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    # snf-manage user-modify <user-uuid> --base-quota 'cyclades.vm' 10
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You can set base quota for all existing users, with possible exceptions, using::
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    # snf-manage user-modify --all --base-quota cyclades.vm 10 --exclude uuid1,uuid2
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All quota for which values different from the default have been set,
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can be listed with::
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    # snf-manage quota-list --with-custom=True
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Enable the Projects feature
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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If you want to enable the projects feature so that users may apply
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on their own for resources by creating and joining projects,
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in ``20-snf-astakos-app-settings.conf`` set::
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    # this will make the 'projects' page visible in the dashboard
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    ASTAKOS_PROJECTS_VISIBLE = True
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You can change the maximum allowed number of pending project applications
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per user with::
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    # snf-manage resource-modify astakos.pending_app --default-quota <number>
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You can also set a user-specific limit with::
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    # snf-manage user-modify <user-uuid> --base-quota 'astakos.pending_app' 5
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When users apply for projects they are not automatically granted
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the resources. They must first be approved by the administrator.
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To list pending project applications in astakos::
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    # snf-manage project-list --pending
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Note the last column, the application id. To approve it::
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    # <app id> from the last column of project-list
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    # snf-manage project-control --approve <app id>
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To deny an application::
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    # snf-manage project-control --deny <app id>
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Users designated as *project admins* can approve, deny, or modify
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an application through the web interface. In
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``20-snf-astakos-app-settings.conf`` set::
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    # UUIDs of users that can approve or deny project applications from the web.
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    ASTAKOS_PROJECT_ADMINS = [<uuid>, ...]
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Astakos advanced operations
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---------------------------
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Adding "Terms of Use"
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~~~~~~~~~~~~~~~~~~~~~
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Astakos supports versioned terms-of-use. First of all you need to create an
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html file that will contain your terms. For example, create the file
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``/usr/share/synnefo/sample-terms.html``, which contains the following:
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.. code-block:: console
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   <h1>My cloud service terms</h1>
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   These are the example terms for my cloud service
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Then, add those terms-of-use with the snf-manage command:
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.. code-block:: console
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   $ snf-manage term-add /usr/share/synnefo/sample-terms.html
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Your terms have been successfully added and you will see the corresponding link
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appearing in the Astakos web pages' footer.
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During the account registration, if there are approval terms, the user is
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presented with an "I agree with the Terms" checkbox that needs to get checked
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in order to proceed.
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In case there are new approval terms that the user has not signed yet, the
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``signed_terms_required`` view decorator redirects to the ``approval_terms``
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view, so the user will be presented with the new terms the next time he/she
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logins.
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Enabling reCAPTCHA
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~~~~~~~~~~~~~~~~~~
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Astakos supports the `reCAPTCHA <http://www.google.com/recaptcha>`_ feature.
413
If enabled, it protects the Astakos forms from bots. To enable the feature, go
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to https://www.google.com/recaptcha/admin/create and create your own reCAPTCHA
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key pair. Then edit ``/etc/synnefo/20-snf-astakos-app-settings.conf`` and set
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the corresponding variables to reflect your newly created key pair. Finally, set
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the ``ASTAKOS_RECAPTCHA_ENABLED`` variable to ``True``:
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.. code-block:: console
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   ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
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   ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
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   ASTAKOS_RECAPTCHA_ENABLED = True
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Restart the service on the Astakos node(s) and you are ready:
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.. code-block:: console
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   # /etc/init.d/gunicorn restart
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Checkout your new Sign up page. If you see the reCAPTCHA box, you have setup
433
everything correctly.
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Astakos internals
437
-----------------
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X-Auth-Token
440
~~~~~~~~~~~~
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Alice requests a specific resource from a cloud service e.g.: Pithos. In the
443
request she supplies the `X-Auth-Token` to identify whether she is eligible to
444
perform the specific task. The service contacts Astakos through its
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``/account/v1.0/authenticate`` api call (see :ref:`authenticate-api-label`)
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providing the specific ``X-Auth-Token``. Astakos checkes whether the token
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belongs to an active user and it has not expired and returns a dictionary
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containing user related information. Finally the service uses the ``uniq``
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field included in the dictionary as the account string to identify the user
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accessible resources.
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.. _authentication-label:
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Django Auth methods and Backends
455
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Astakos incorporates Django user authentication system and extends its User model.
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459
Since username field of django User model has a limitation of 30 characters,
460
AstakosUser is **uniquely** identified by the ``email`` instead. Therefore,
461
``astakos.im.authentication_backends.EmailBackend`` is served to authenticate a
462
user using email if the first argument is actually an email, otherwise tries
463
the username.
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A new AstakosUser instance is assigned with a uui as username and also with a
466
``auth_token`` used by the cloud services to authenticate the user.
467
``astakos.im.authentication_backends.TokenBackend`` is also specified in order
468
to authenticate the user using the email and the token fields.
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470
Logged on users can perform a number of actions:
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472
 * access and edit their profile via: ``/im/profile``.
473
 * change their password via: ``/im/password``
474
 * send feedback for grnet services via: ``/im/send_feedback``
475
 * logout (and delete cookie) via: ``/im/logout``
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477
Internal Astakos requests are handled using cookie-based Django user sessions.
478

    
479
External systems should forward to the ``/login`` URI. The server,
480
depending on its configuration will redirect to the appropriate login page.
481
When done with logging in, the service's login URI should redirect to the URI
482
provided with next, adding user and token parameters, which contain the email
483
and token fields respectively.
484

    
485
The login URI accepts the following parameters:
486

    
487
======================  =========================
488
Request Parameter Name  Value
489
======================  =========================
490
next                    The URI to redirect to when the process is finished
491
renew                   Force token renewal (no value parameter)
492
force                   Force logout current user (no value parameter)
493
======================  =========================
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495
External systems inside the ``ASTAKOS_COOKIE_DOMAIN`` scope can acquire the
496
user information by the cookie identified by ``ASTAKOS_COOKIE_NAME`` setting
497
(set during the login procedure).
498

    
499
Finally, backend systems having acquired a token can use the
500
:ref:`authenticate-api-label` API call from a private network or through HTTPS.
501

    
502

    
503
Compute/Network/Image Service (Cyclades)
504
========================================
505

    
506
Working with Cyclades
507
---------------------
508

    
509
Managing Ganeti Backends
510
~~~~~~~~~~~~~~~~~~~~~~~~
511

    
512
Since v0.11, Synnefo is able to manage multiple Ganeti clusters (backends)
513
making it capable to scale linearly to tens of thousands of VMs. Backends
514
can be dynamically added or removed via `snf-manage` commands.
515

    
516
Each newly created VM is allocated to a Ganeti backend by the Cyclades backend
517
allocator. The VM is "pinned" to this backend, and can not change through its
518
lifetime. The backend allocator decides in which backend to spawn the VM based
519
on the available resources of each backend, trying to balance the load between
520
them.
521

    
522
Handling of Networks, as far as backends are concerned, is based on whether the
523
network is public or not. Public networks are created through the `snf-manage
524
network-create` command, and are only created on one backend. Private networks
525
are created on all backends, in order to ensure that VMs residing on different
526
backends can be connected to the same private network.
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528
Listing existing backends
529
`````````````````````````
530
To list all the Ganeti backends known to Synnefo, we run:
531

    
532
.. code-block:: console
533

    
534
   $ snf-manage backend-list
535

    
536
Adding a new Ganeti backend
537
```````````````````````````
538
Backends are dynamically added under the control of Synnefo with `snf-manage
539
backend-add` command. In this section it is assumed that a Ganeti cluster,
540
named ``cluster.example.com`` is already up and running and configured to be
541
able to host Synnefo VMs.
542

    
543
To add this Ganeti cluster, we run:
544

    
545
.. code-block:: console
546

    
547
   $ snf-manage backend-add --clustername=cluster.example.com --user="synnefo_user" --pass="synnefo_pass"
548

    
549
where ``clustername`` is the Cluster hostname of the Ganeti cluster, and
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``user`` and ``pass`` are the credentials for the `Ganeti RAPI user
551
<http://docs.ganeti.org/ganeti/2.2/html/rapi.html#users-and-passwords>`_.  All
552
backend attributes can be also changed dynamically using the `snf-manage
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backend-modify` command.
554

    
555
``snf-manage backend-add`` will also create all existing private networks to
556
the new backend. You can verify that the backend is added, by running
557
`snf-manage backend-list`.
558

    
559
Note that no VMs will be spawned to this backend, since by default it is in a
560
``drained`` state after addition and also it has no public network assigned to
561
it.
562

    
563
So, first you need to create its public network, make sure everything works as
564
expected and finally make it active by un-setting the ``drained`` flag. You can
565
do this by running:
566

    
567
.. code-block:: console
568

    
569
   $ snf-manage backend-modify --drained=False <backend_id>
570

    
571
Removing an existing Ganeti backend
572
```````````````````````````````````
573
In order to remove an existing backend from Synnefo, we run:
574

    
575
.. code-block:: console
576

    
577
   # snf-manage backend-remove <backend_id>
578

    
579
This command will fail if there are active VMs on the backend. Also, the
580
backend is not cleaned before removal, so all the Synnefo private networks
581
will be left on the Ganeti nodes. You need to remove them manually.
582

    
583
Allocation of VMs in Ganeti backends
584
````````````````````````````````````
585
As already mentioned, the Cyclades backend allocator is responsible for
586
allocating new VMs to backends. This allocator does not choose the exact Ganeti
587
node that will host the VM but just the Ganeti backend. The exact node is
588
chosen by the Ganeti cluster's allocator (hail).
589

    
590
The decision about which backend will host a VM is based on the available
591
resources. The allocator computes a score for each backend, that shows its load
592
factor, and the one with the minimum score is chosen. The admin can exclude
593
backends from the allocation phase by marking them as ``drained`` by running:
594

    
595
.. code-block:: console
596

    
597
   $ snf-manage backend-modify --drained=True <backend_id>
598

    
599
The backend resources are periodically updated, at a period defined by
600
the ``BACKEND_REFRESH_MIN`` setting, or by running `snf-manage backend-update-status`
601
command. It is advised to have a cron job running this command at a smaller
602
interval than ``BACKEND_REFRESH_MIN`` in order to remove the load of refreshing
603
the backends stats from the VM creation phase.
604

    
605
Finally, the admin can decide to have a user's VMs being allocated to a
606
specific backend, with the ``BACKEND_PER_USER`` setting. This is a mapping
607
between users and backends. If the user is found in ``BACKEND_PER_USER``, then
608
Synnefo allocates all his/hers VMs to the specific backend in the variable,
609
even if is marked as drained (useful for testing).
610

    
611
Allocation based on disk-templates
612
**********************************
613

    
614
Besides the available resources of each Ganeti backend, the allocator takes
615
into consideration the disk template of the instance when trying to allocate it
616
to a Ganeti backend. Specifically, the allocator checks if the flavor of the
617
instance belongs to the available disk templates of each Ganeti backend.
618

    
619
A Ganeti cluster has a list of enabled disk templates
620
(`--enabled-disk-templates`) and a list of allowed disk templates for new
621
instances (`--ipolicy-disk-templates`). See the `gnt-cluster` manpage for more
622
details about these options.
623

    
624
When Synnefo allocates an instance, it checks whether the disk template of the
625
new instance belongs both in the enabled and ipolicy disk templates. You can
626
see the list of the available disk-templates by running `snf-manage
627
backend-list`. This list should be updated automatically after changing
628
these options in Ganeti and it can also be updated by running `snf-manage
629
backend-update-status`.
630

    
631
So the administrator, can route instances on different backends based on their
632
flavor disk template, by modifying the enabled or ipolicy disk templates of
633
each backend.  Also, the administrator can route instances between different
634
nodes of the same Ganeti backend, by modifying the same options at the
635
nodegroup level (see `gnt-group` manpage for mor details).
636

    
637

    
638
Managing Virtual Machines
639
~~~~~~~~~~~~~~~~~~~~~~~~~
640

    
641
As mentioned, Cyclades uses Ganeti for management of VMs. The administrator can
642
handle Cyclades VMs just like any other Ganeti instance, via `gnt-instance`
643
commands. All Ganeti instances that belong to Synnefo, are separated from
644
others, by a prefix in their names. This prefix is defined in
645
``BACKEND_PREFIX_ID`` setting in
646
``/etc/synnefo/20-snf-cyclades-app-backend.conf``.
647

    
648
Apart from handling instances directly in the Ganeti level, a number of `snf-manage`
649
commands are available:
650

    
651
* ``snf-manage server-list``: List servers
652
* ``snf-manage server-show``: Show information about a server in the Cyclades DB
653
* ``snf-manage server-inspect``: Inspect the state of a server both in DB and Ganeti
654
* ``snf-manage server-modify``: Modify the state of a server in the Cycldes DB
655
* ``snf-manage server-create``: Create a new server
656
* ``snf-manage server-import``: Import an existing Ganeti instance to Cyclades
657

    
658

    
659
Managing Virtual Networks
660
~~~~~~~~~~~~~~~~~~~~~~~~~
661

    
662
Cyclades is able to create and manage Virtual Networks. Networking is
663
desployment specific and must be customized based on the specific needs of the
664
system administrator. For better understanding of networking please refer to
665
the :ref:`Network <networks>` section.
666

    
667
Exactly as Cyclades VMs can be handled like Ganeti instances, Cyclades Networks
668
can also by handled as Ganeti networks, via `gnt-network commands`. All Ganeti
669
networks that belong to Synnefo are named with the prefix
670
`${BACKEND_PREFIX_ID}-net-`.
671

    
672
There are also the following `snf-manage` commands for managing networks:
673

    
674
* ``snf-manage network-list``: List networks
675
* ``snf-manage network-show``: Show information about a network in the Cyclades DB
676
* ``snf-manage network-inspect``: Inspect the state of the network in DB and Ganeti backends
677
* ``snf-manage network-modify``: Modify the state of a network in the Cycldes DB
678
* ``snf-manage network-create``: Create a new network
679
* ``snf-manage network-remove``: Remove an existing network
680

    
681
Managing Network Resources
682
``````````````````````````
683

    
684
Proper operation of the Cyclades Network Service depends on the unique
685
assignment of specific resources to each type of virtual network. Specifically,
686
these resources are:
687

    
688
* IP addresses. Cyclades creates a Pool of IPs for each Network, and assigns a
689
  unique IP address to each VM, thus connecting it to this Network. You can see
690
  the IP pool of each network by running `snf-manage network-inspect
691
  <network_ID>`. IP pools are automatically created and managed by Cyclades,
692
  depending on the subnet of the Network.
693
* Bridges corresponding to physical VLANs, which are required for networks of
694
  type `PRIVATE_PHYSICAL_VLAN`.
695
* One Bridge corresponding to one physical VLAN which is required for networks of
696
  type `PRIVATE_MAC_PREFIX`.
697

    
698
IPv4 addresses
699
**************
700

    
701
An allocation pool of IPv4 addresses is automatically created for every network
702
that has the attribute `dhcp` set to True. The allocation pool contains the
703
range of IP addresses that are included in the subnet. The gateway and the
704
broadcast address of the network are excluded from the allocation pool. The
705
admin can externally reserve IP addresses to exclude them from automatic
706
allocation with the `--add-reserved-ips` option of `snf-manage network-modify`
707
command. For example the following command will reserve two IP addresses
708
from network with ID `42`:
709

    
710
.. code-block:: console
711

    
712
 snf-manage network-modify --add-reserved-ips=10.0.0.21,10.0.0.22 42
713

    
714
.. warning:: Externally reserving IP addresses is also available at the Ganeti.
715
 However, when using Cyclades with multiple Ganeti backends, the handling of
716
 IP pools must be performed from Cyclades!
717

    
718
Bridges
719
*******
720

    
721
As already mentioned Cyclades use a pool of Bridges that must correspond
722
to Physical VLAN at the Ganeti level. A bridge from the pool is assigned to
723
each network of flavor `PHYSICAL_VLAN`. Creation of this pool is done
724
using `snf-manage pool-create` command. For example the following command
725
will create a pool containing the brdiges from `prv1` to `prv21`.
726

    
727
.. code-block:: console
728

    
729
   # snf-manage pool-create --type=bridge --base=prv --size=20
730

    
731
You can verify the creation of the pool, and check its contents by running:
732

    
733
.. code-block:: console
734

    
735
   # snf-manage pool-list
736
   # snf-manage pool-show --type=bridge 1
737

    
738
Finally you can use the `pool-modify` management command in order to externally
739
reserve the values from pool, extend or shrink the pool if possible.
740

    
741
MAC Prefixes
742
************
743

    
744
Cyclades also use a pool of MAC prefixes to assign to networks of flavor
745
`MAC_FILTERED`. Handling of this pool is done exactly as with pool of bridges,
746
except that the type option must be set to mac-prefix:
747

    
748
.. code-block:: console
749

    
750
   # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
751

    
752
The above command will create a pool of MAC prefixes from ``aa:00:1`` to
753
``b9:ff:f``. The MAC prefix pool is responsible for providing only unicast and
754
locally administered MAC addresses, so many of these prefixes will be
755
externally reserved, to exclude from allocation.
756

    
757
Pool reconciliation
758
*******************
759

    
760
The management command `snf-manage reconcile-pools` can be used that all the
761
above mentioned pools are consistent and that all values that come from the
762
pool are not used more than once.
763

    
764

    
765
Cyclades advanced operations
766
----------------------------
767

    
768
Reconciliation mechanism
769
~~~~~~~~~~~~~~~~~~~~~~~~
770

    
771
On certain occasions, such as a Ganeti or RabbitMQ failure, the state of
772
Cyclades database may differ from the real state of VMs and networks in the
773
Ganeti backends. The reconciliation process is designed to synchronize
774
the state of the Cyclades DB with Ganeti. There are two management commands
775
for reconciling VMs and Networks
776

    
777
Reconciling Virtual Machines
778
````````````````````````````
779

    
780
Reconciliation of VMs detects the following conditions:
781

    
782
 * Stale DB servers without corresponding Ganeti instances
783
 * Orphan Ganeti instances, without corresponding DB entries
784
 * Out-of-sync state for DB entries wrt to Ganeti instances
785

    
786
To detect all inconsistencies you can just run:
787

    
788
.. code-block:: console
789

    
790
  $ snf-manage reconcile-servers
791

    
792
Adding the `--fix-all` option, will do the actual synchronization:
793

    
794
.. code-block:: console
795

    
796
  $ snf-manage reconcile-servers --fix-all
797

    
798
Please see ``snf-manage reconcile-servers --help`` for all the details.
799

    
800
Reconciling Networks
801
````````````````````
802

    
803
Reconciliation of Networks detects the following conditions:
804

    
805
  * Stale DB networks without corresponding Ganeti networks
806
  * Orphan Ganeti networks, without corresponding DB entries
807
  * Private networks that are not created to all Ganeti backends
808
  * Unsynchronized IP pools
809

    
810
To detect all inconsistencies you can just run:
811

    
812
.. code-block:: console
813

    
814
  $ snf-manage reconcile-networks
815

    
816
Adding the `--fix-all` option, will do the actual synchronization:
817

    
818
.. code-block:: console
819

    
820
  $ snf-manage reconcile-networks --fix-all
821

    
822
Please see ``snf-manage reconcile-networks --help`` for all the details.
823

    
824

    
825
Cyclades internals
826
------------------
827

    
828
Asynchronous communication with Ganeti backends
829
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
830
Synnefo uses Google Ganeti backends for VM cluster management. In order for
831
Cyclades to be able to handle thousands of user requests, Cyclades and Ganeti
832
communicate asynchronously. Briefly, requests are submitted to Ganeti through
833
Ganeti's RAPI/HTTP interface, and then asynchronous notifications about the
834
progress of Ganeti jobs are being created and pushed upwards to Cyclades. The
835
architecture and communication with a Ganeti backend is shown in the graph
836
below:
837

    
838
.. image:: images/cyclades-ganeti-communication.png
839
   :width: 50%
840
   :target: _images/cyclades-ganeti-communication.png
841

    
842
The Cyclades API server is responsible for handling user requests. Read-only
843
requests are directly served by looking up the Cyclades DB. If the request
844
needs an action in the Ganeti backend, Cyclades submit jobs to the Ganeti
845
master using the `Ganeti RAPI interface
846
<http://docs.ganeti.org/ganeti/2.2/html/rapi.html>`_.
847

    
848
While Ganeti executes the job, `snf-ganeti-eventd`, and `snf-progress-monitor`
849
are monitoring the progress of the job and send corresponding messages to the
850
RabbitMQ servers. These components are part of `snf-cyclades-gtools` and must
851
be installed on all Ganeti nodes. Specially:
852

    
853
* *snf-ganeti-eventd* sends messages about operations affecting the operating
854
  state of instances and networks. Works by monitoring the Ganeti job queue.
855
* *snf-progress_monitor* sends messages about the progress of the Image deployment
856
  phase which is done by the Ganeti OS Definition `snf-image`.
857

    
858
Finally, `snf-dispatcher` consumes messages from the RabbitMQ queues, processes
859
these messages and properly updates the state of the Cyclades DB. Subsequent
860
requests to the Cyclades API, will retrieve the updated state from the DB.
861

    
862

    
863
Synnefo management commands ("snf-manage")
864
==========================================
865

    
866
Each Synnefo service, Astakos, Pithos and Cyclades are controlled by the
867
administrator using the "snf-manage" admin tool. This tool is an extension of
868
the Django command-line management utility. It is run on the host that runs
869
each service and provides different types of commands depending the services
870
running on the host. If you are running more than one service on the same host
871
"snf-manage" adds all the corresponding commands for each service dynamically,
872
providing a unified admin environment.
873

    
874
To run "snf-manage" you just type:
875

    
876
.. code-block:: console
877

    
878
   # snf-manage <command> [arguments]
879

    
880
on the corresponding host that runs the service. For example, if you have all
881
services running on different physical hosts you would do:
882

    
883
.. code-block:: console
884

    
885
   root@astakos-host # snf-manage <astakos-command> [argument]
886
   root@pithos-host # snf-manage <pithos-command> [argument]
887
   root@cyclades-host # snf-manage <cyclades-command> [argument]
888

    
889
If you have all services running on the same host you would do:
890

    
891
.. code-block:: console
892

    
893
   root@synnefo-host # snf-manage <{astakos,pithos,cyclades}-command> [argument]
894

    
895
Note that you cannot execute a service's command on a host that is not running
896
this service. For example, the following will return an error if Astakos and
897
Cyclades are installed on different physical hosts:
898

    
899
.. code-block:: console
900

    
901
   root@astakos-host # snf-manage <cyclades-command> [argument]
902
   Unknown command: 'cyclades-command'
903
   Type 'snf-manage help' for usage.
904

    
905
This is the complete list of "snf-manage" commands for each service.
906

    
907
Astakos snf-manage commands
908
---------------------------
909

    
910
============================  ===========================
911
Name                          Description
912
============================  ===========================
913
fix-superusers                Transform superusers created by syncdb into AstakosUser instances
914
cleanup-full                  Cleanup sessions and session catalog
915
commission-list               List pending commissions
916
commission-show               Show details for a pending commission
917
component-add                 Register a component
918
component-list                List components
919
component-modify              Modify component attributes
920
component-show                Show component details
921
project-control               Manage projects and applications
922
project-list                  List projects
923
project-show                  Show project details
924
quota-list                    List user quota
925
quota-verify                  Check the integrity of user quota
926
reconcile-resources-astakos   Reconcile resource usage of Quotaholder with Astakos DB
927
resource-list                 List resources
928
resource-modify               Modify a resource's default base quota and boolean flags
929
service-export-astakos        Export Astakos services and resources in JSON format
930
service-import                Register services
931
service-list                  List services
932
service-show                  Show service details
933
term-add                      Add approval terms
934
user-activation-send          Send user activation
935
user-add                      Add user
936
authpolicy-add                Create a new authentication provider policy profile
937
authpolicy-list               List existing authentication provider policy profiles
938
authpolicy-remove             Remove an authentication provider policy
939
authpolicy-set                Assign an existing authentication provider policy profile to a user or group
940
authpolicy-show               Show authentication provider profile details
941
group-add                     Create a group with the given name
942
group-list                    List available groups
943
user-list                     List users
944
user-modify                   Modify user
945
user-show                     Show user details
946
============================  ===========================
947

    
948
Pithos snf-manage commands
949
--------------------------
950

    
951
============================  ===========================
952
Name                          Description
953
============================  ===========================
954
reconcile-commissions-pithos  Display unresolved commissions and trigger their recovery
955
service-export-pithos         Export Pithos services and resources in JSON format
956
reconcile-resources-pithos    Detect unsynchronized usage between Astakos and Pithos DB resources and synchronize them if specified so.
957
============================  ===========================
958

    
959
Cyclades snf-manage commands
960
----------------------------
961

    
962
============================== ===========================
963
Name                           Description
964
============================== ===========================
965
backend-add                    Add a new Ganeti backend
966
backend-list                   List backends
967
backend-modify                 Modify a backend
968
backend-update-status          Update backend statistics for instance allocation
969
backend-remove                 Remove a Ganeti backend
970
enforce-resources-cyclades     Check and fix quota violations for Cyclades resources
971
server-create                  Create a new server
972
server-show                    Show server details
973
server-list                    List servers
974
server-modify                  Modify a server
975
server-import                  Import an existing Ganeti VM into synnefo
976
server-inspect                 Inspect a server in DB and Ganeti
977
network-create                 Create a new network
978
network-list                   List networks
979
network-modify                 Modify a network
980
network-inspect                Inspect network state in DB and Ganeti
981
network-remove                 Delete a network
982
flavor-create                  Create a new flavor
983
flavor-list                    List flavors
984
flavor-modify                  Modify a flavor
985
image-list                     List images
986
image-show                     Show image details
987
pool-create                    Create a bridge or mac-prefix pool
988
pool-show                      Show pool details
989
pool-list                      List pools
990
pool-modify                    Modify a pool
991
pool-remove                    Delete a pool
992
port-create                    Create a port connecting a server to a network
993
port-inspect                   Inspect the state of a port in DB and Ganeti
994
port-list                      List ports
995
port-remove                    Delete a port
996
floating-ip-create             Create a new floating IP
997
floating-ip-attach             Attach a floating IP to a server
998
floating-ip-detach             Detach a floating IP from a server
999
floating-ip-list               List floating IPs
1000
floating-ip-remove             Delete a floating IP
1001
queue-inspect                  Inspect the messages of a RabbitMQ queue
1002
queue-retry                    Resend messages from Dead Letter queues to original exchanges
1003
service-export-cyclades        Export Cyclades services and resources in JSON format
1004
subnet-create                  Create a subnet
1005
subnet-inspect                 Inspect a subnet in DB
1006
subnet-list                    List subnets
1007
subnet-modify                  Modify a subnet
1008
reconcile-servers              Reconcile servers of Synnefo DB with state of Ganeti backend
1009
reconcile-networks             Reconcile networks of Synnefo DB with state of Ganeti backend
1010
reconcile-pools                Check consistency of pool resources
1011
reconcile-commissions-cyclades Detect and resolve pending commissions to Quotaholder
1012
reconcile-resources-cyclades   Reconcile resource usage of Astakos with Cyclades DB.
1013
============================== ===========================
1014

    
1015

    
1016
Astakos helper scripts
1017
======================
1018

    
1019
Astakos includes two scripts to facilitate the installation procedure.
1020
Running:
1021

    
1022
.. code-block:: console
1023

    
1024
   snf-component-register [<component_name>]
1025

    
1026
automates the registration of the standard Synnefo components (astakos,
1027
cyclades, and pithos) in astakos database. It internally uses the script:
1028

    
1029
.. code-block:: console
1030

    
1031
   snf-service-export <component_name> <base_url>
1032

    
1033
which simulates the export of service and resource definitions of the
1034
standard Synnefo components.
1035

    
1036

    
1037
Pithos managing accounts
1038
========================
1039

    
1040
Pithos provides a utility tool for managing accounts.
1041
To run you just type:
1042

    
1043
.. code-block:: console
1044

    
1045
   # pithos-manage-accounts <command> [arguments]
1046

    
1047
This is the list of the available commands:
1048

    
1049
============================  ===========================
1050
Name                          Description
1051
============================  ===========================
1052
delete                        Remove an account from the Pithos DB
1053
export-quota                  Export account quota in a file
1054
list                          List existing/dublicate accounts
1055
merge                         Move an account contents in another account
1056
set-container-quota           Set container quota for all or a specific account
1057
============================  ===========================
1058

    
1059

    
1060
The "kamaki" API client
1061
=======================
1062

    
1063
To upload, register or modify an image you will need the **kamaki** tool.
1064
Before proceeding make sure that it is configured properly. Verify that
1065
*image.url*, *file.url*, *user.url* and *token* are set as needed:
1066

    
1067
.. code-block:: console
1068

    
1069
   $ kamaki config list
1070

    
1071
To change a setting use ``kamaki config set``:
1072

    
1073
.. code-block:: console
1074

    
1075
   $ kamaki config set image.url https://cyclades.example.com/image
1076
   $ kamaki config set file.url https://pithos.example.com/v1
1077
   $ kamaki config set user.url https://accounts.example.com
1078
   $ kamaki config set token ...
1079

    
1080
To test that everything works, try authenticating the current account with
1081
kamaki:
1082

    
1083
.. code-block:: console
1084

    
1085
  $ kamaki user authenticate
1086

    
1087
This will output user information.
1088

    
1089
Upload Image
1090
------------
1091

    
1092
By convention, images are stored in a container called ``images``. Check if the
1093
container exists, by listing all containers in your account:
1094

    
1095
.. code-block:: console
1096

    
1097
   $ kamaki file list
1098

    
1099
If the container ``images`` does not exist, create it:
1100

    
1101
.. code-block:: console
1102

    
1103
  $ kamaki file create images
1104

    
1105
You are now ready to upload an image to container ``images``. You can upload it
1106
with a Pithos client, or use kamaki directly:
1107

    
1108
.. code-block:: console
1109

    
1110
   $ kamaki file upload ubuntu.iso images
1111

    
1112
You can use any Pithos client to verify that the image was uploaded correctly,
1113
or you can list the contents of the container with kamaki:
1114

    
1115
.. code-block:: console
1116

    
1117
  $ kamaki file list images
1118

    
1119
The full Pithos URL for the previous example will be
1120
``pithos://u53r-un1qu3-1d/images/ubuntu.iso`` where ``u53r-un1qu3-1d`` is the
1121
unique user id (uuid).
1122

    
1123
Register Image
1124
--------------
1125

    
1126
To register an image you will need to use the full Pithos URL. To register as
1127
a public image the one from the previous example use:
1128

    
1129
.. code-block:: console
1130

    
1131
   $ kamaki image register Ubuntu pithos://u53r-un1qu3-1d/images/ubuntu.iso --public
1132

    
1133
The ``--public`` flag is important, if missing the registered image will not
1134
be listed by ``kamaki image list``.
1135

    
1136
Use ``kamaki image register`` with no arguments to see a list of available
1137
options. A more complete example would be the following:
1138

    
1139
.. code-block:: console
1140

    
1141
   $ kamaki image register Ubuntu pithos://u53r-un1qu3-1d/images/ubuntu.iso \
1142
            --public --disk-format diskdump --property kernel=3.1.2
1143

    
1144
To verify that the image was registered successfully use:
1145

    
1146
.. code-block:: console
1147

    
1148
   $ kamaki image list --name-like=ubuntu
1149

    
1150

    
1151
Miscellaneous
1152
=============
1153

    
1154
.. _branding:
1155

    
1156
Branding
1157
--------
1158

    
1159
Since Synnefo v0.14, you are able to adapt the Astakos, Pithos and Cyclades Web
1160
UI to your company’s visual identity. This is possible using the snf-branding
1161
component, which is automatically installed on the nodes running the API
1162
servers for Astakos, Pithos and Cyclades. 
1163

    
1164
Configuration
1165
~~~~~~~~~~~~~
1166

    
1167
This can be done by modifing the settings provided by the snf-branding component
1168
to match your service identity. The settings for the snf-branding application
1169
can be found inside the configuration file ``/etc/synnefo/15-snf-branding.conf``
1170
on the nodes that have Astakos, Pithos and Cyclades installed.
1171

    
1172
By default, the global service name is "Synnefo" and the company name is
1173
"GRNET". These names and their respective logos and URLs are used throughout
1174
the Astakos, Pithos and Cyclades UI.
1175

    
1176
**Names and URLs:**
1177

    
1178
The first group of branding customization refers to the service's and company's
1179
information.
1180

    
1181
You can overwrite the company and the service name and URL respectively by
1182
uncommenting and setting the following:
1183

    
1184
.. code-block:: python
1185
  
1186
  # setting used in Astakos Dashboard/Projects pages
1187
  BRANDING_SERVICE_NAME = 'My cloud'
1188
  BRANDING_SERVICE_URL = 'http://www.mycloud.synnefo.org/'
1189

    
1190
  # settings used in Astakos, Pithos, Cyclades footer only if 
1191
  # BRANDING_SHOW_COPYRIGHT is set to True
1192
  BRANDING_SHOW_COPYRIGHT = True
1193
  BRANDING_COMPANY_NAME = 'Company LTD'
1194
  BRANDING_COMPANY_URL = 'https://www.company-ltd.synnefo.org/'
1195

    
1196

    
1197
**Copyright and footer options:**
1198

    
1199
By default, no Copyright message is shown in the UI footer. If you want to make
1200
it visible in the footer of Astakos, Pithos and Cyclades UI, you can uncomment
1201
and set to ``True`` the ``BRANDING_SHOW_COPYRIGHT`` setting:
1202

    
1203
.. code-block:: python
1204

    
1205
  #BRANDING_SHOW_COPYRIGHT = False
1206

    
1207
Copyright message defaults to 'Copyright (c) 2011-<current_year>
1208
<BRANDING_COMPANY_NAME>.' but you can overwrite it to a completely custom one by
1209
setting the following option:
1210

    
1211
.. code-block:: python
1212

    
1213
  BRANDING_COPYRIGHT_MESSAGE = 'Copyright (c) 2011-2013 GRNET'
1214

    
1215
If you want to include a custom message in the footer, you can uncomment and 
1216
set the ``BRANDING_FOOTER_EXTRA_MESSAGE`` setting. You can use html markup. 
1217
Your custom message will appear  above Copyright message at the Compute 
1218
templates and the Dashboard UI.
1219

    
1220
.. code-block:: python
1221

    
1222
  #BRANDING_FOOTER_EXTRA_MESSAGE = ''
1223

    
1224

    
1225
**Images:**
1226

    
1227
The Astakos, Pithos and Cyclades Web UI has some logos and images.
1228
 
1229
The branding-related images are presented in  the following table:
1230

    
1231
===============  ============================  =========
1232
Image            Name/extension  convention    Usage
1233
===============  ============================  =========
1234
Favicon          favicon.ico                   Favicon for all services
1235
Dashboard logo   dashboard_logo.png            Visible in all Astakos UI pages
1236
Compute logo     compute_logo.png              Visible in all Cyclades UI pages
1237
Console logo     console_logo.png              Visible in the Cyclades Console Window
1238
Storage logo     storage_logo.png              Visible in all Pithos UI pages
1239
===============  ============================  =========
1240

    
1241
There are two methods  available for replacing all, or individual, 
1242
branding-related images:
1243

    
1244
1. Create a new directory inside ``/usr/share/synnefo/static/`` (e.g.
1245
   ``mybranding``) and place there some or all of your images.
1246

    
1247
   If you want to replace all of your images, keep the name/extension
1248
   conventions as indicated in the above table and change the
1249
   ``BRANDING_IMAGE_MEDIA_URL`` setting accordingly:
1250

    
1251
   .. code-block:: python
1252
        
1253
      # using relative path
1254
      BRANDING_IMAGE_MEDIA_URL= '/static/mybranding/images/' 
1255

    
1256
      # or if you already host them in a separate domain (e.g. cdn)
1257
      BRANDING_IMAGE_MEDIA_URL= 'https://cdn.synnefo.org/branding/images/'
1258

    
1259

    
1260
   If you wish to replace individual images, **do not uncomment**
1261
   ``BRANDING_IMAGE_MEDIA_URL``, but instead provide a relative path, pointing to
1262
   the file inside your directory for each ``BRANDING_<image>_URL`` that you wish
1263
   to replace.
1264

    
1265
2. Upload some or all of your images to a server and replace each 
1266
   ``BRANDING_<image>_URL`` with the absolute url of the image (i.e.
1267
   ``BRANDING_DASHBOARD_URL = 'https://www.synnefo.com/images/my_dashboard.jpg'``).
1268

    
1269
   Note that the alternative text  for each image tag inside html documents is 
1270
   alt=“BRANDING_SERVICE_NAME {Dashboard, Compute. Console, Storage}” respectively.
1271

    
1272
.. note:: Retina optimized images:
1273

    
1274
   Synnefo UI is optimized for Retina displays. As far as images are concerned,  
1275
   `retina.js <http://retinajs.com/>`_ is used.
1276

    
1277
   Retina.js checks each image on a page to see if there is a high-resolution 
1278
   version of that image on your server. If a high-resolution variant exists, 
1279
   the script will swap in that image in-place.
1280

    
1281
   The script assumes you use  `Apple's prescribed high-resolution modifier (@2x)
1282
   <http://developer.apple.com/library/ios/#documentation/2DDrawing/Conceptual/
1283
   DrawingPrintingiOS/SupportingHiResScreensInViews/SupportingHiResScreensInViews
1284
   .html#//apple_ref/doc/uid/TP40010156-CH15-SW1>`_ to denote high-resolution 
1285
   image variants on your server.
1286

    
1287
   For each of the images that you wish the script to  replace, you must have a 
1288
   high-resolution variant in the same folder  named correctly and it will be 
1289
   detected automatically. For example if your image is in <my_directory> and is 
1290
   named "my_image.jpg" the script will look in the same directory for an image 
1291
   named "my_image@2x.jpg".
1292

    
1293
   In case that you don’t want to use a high-resolution image, the 
1294
   normal-resolution image will be visible.
1295

    
1296
More branding
1297
~~~~~~~~~~~~~
1298

    
1299
Although, it is not 100% branding-related, further verbal customization is
1300
feasible. 
1301

    
1302
**EMAILS**
1303

    
1304
The output of all email `*`.txt files will be already customized to contain your
1305
company and service names but you can further alter their content if you feel it
1306
best fits your needs as simple as creasynnefo template.    
1307

    
1308
In order to overwrite one or more email-templates you need to place your 
1309
modified <email-file>.txt files respecting the following structure:
1310
  
1311
  **/etc/synnefo/templates/**
1312
      **im/**
1313
          | activation_email.txt
1314
          | email.txt
1315
          | invitation.txt
1316
          | switch_accounts_email.txt
1317
          | welcome_email.txt
1318
          **projects/**
1319
              | project_approval_notification.txt
1320
              | project_denial_notification.txt    
1321
              | project_membership_change_notification.txt
1322
              | project_membership_enroll_notification.txt
1323
              | project_membership_leave_request_notification.txt
1324
              | project_membership_request_notification.txt
1325
              | project_suspension_notification.txt
1326
              | project_termination_notification.txt
1327
      **registration/**
1328
          | email_change_email.txt
1329
          | password_email.txt
1330

    
1331
Feel free to omit any of the above files you do not wish to overwrite.
1332

    
1333
Below is a list of all emails sent by Synnefo to users along with a short 
1334
description and a link to their content:
1335

    
1336
* ``snf-astakos-app/astakos/im/templates/im/email.txt``
1337
  Base email template. Contains a contact email and a “thank you” message.
1338
  (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/email.txt>`_)
1339
* ``snf-astakos-app/astakos/im/templates/im/activation_email.txt`` Email sent to
1340
  user that prompts  him/her to click on a link provided to activate the account.
1341
  Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/activation_email.txt>`_)
1342
* ``snf-astakos-app/astakos/im/templates/im/invitation.txt`` Email sent to an
1343
  invited user. He/she has to click on a link provided to activate the account.
1344
  Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/invitation.txt>`_)
1345
* ``snf-astakos-app/astakos/im/templates/im/switch_accounts_email.txt`` Email
1346
  sent to user upon his/her request to associate this email address with a
1347
  shibboleth account. He/she has to click on a link provided to activate the
1348
  association. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/switch_accounts_email.txt>`_)
1349
* ``snf-astakos-app/astakos/im/templates/im/welcome_email.txt`` Email sent to
1350
  inform the user that his/ her account has been activated. Extends “email.txt”
1351
  (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/welcome_email.txt>`_)
1352
* ``snf-astakos-app/astakos/im/templates/registration/email_change_email.txt``
1353
  Email sent to user when he/she has requested new email address assignment. The
1354
  user has to click on a link provided to validate this action. Extends
1355
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/registration/email_change_email.txt>`_)
1356
* ``snf-astakos-app/astakos/im/templates/registration/password_email.txt`` Email
1357
  sent for resetting password purpose. The user has to click on a link provided
1358
  to validate this action. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/registration/password_email.txt>`_)
1359
* ``snf-astakos-app/astakos/im/templates/im/projects/project_approval_notification.txt``
1360
  Informs  the project owner that his/her project has been approved. Extends
1361
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_approval_notification.txt>`_)
1362
* ``snf-astakos-app/astakos/im/templates/im/projects/project_denial_notification.txt``
1363
  Informs the project owner that his/her  project application has been denied
1364
  explaining the reasons. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_denial_notification.txt>`_)
1365
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_change_notification.txt``
1366
  An email is sent to a user containing information about his project membership
1367
  (whether he has been accepted, rejected or removed). Extends “email.txt” (`Link
1368
  <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_change_notification.txt>`_)
1369
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_enroll_notification.txt``
1370
  Informs a user that he/she  has been enrolled to a project. Extends
1371
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_enroll_notification.txt>`_)
1372
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_leave_request_notification.txt``
1373
  An email is sent to the project owner to make him aware of a  user having
1374
  requested to leave his project. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_leave_request_notification.txt>`_)
1375
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_request_notification.txt``
1376
  An email is sent to the project owner to make him/her aware of a user having
1377
  requested to join  his project. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_request_notification.txt>`_)
1378
* ``snf-astakos-app/astakos/im/templates/im/projects/project_suspension_notification.txt``
1379
  An email is sent to the project owner to make him/her aware of his/her project
1380
  having been suspended. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_suspension_notification.txt>`_)
1381
* ``snf-astakos-app/astakos/im/templates/im/projects/project_termination_notification.txt``
1382
  An email is sent to the project owner to make him/her aware of his/her project
1383
  having been terminated. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_termination_notification.txt>`_)
1384

    
1385
.. warning:: Django templates language:
1386

    
1387
  If you choose to  overwrite these email templates, be mindful of the necessary 
1388
  information contained in django template variables that must not be omitted, 
1389
  such as the activation link for activating one’s account and many more. 
1390
  These variables are contained into {{}} inside the templates.
1391

    
1392

    
1393
.. RabbitMQ
1394

    
1395
RabbitMQ Broker
1396
---------------
1397

    
1398
Queue nodes run the RabbitMQ sofware, which provides AMQP functionality. To
1399
guarantee high-availability, more than one Queue nodes should be deployed, each
1400
of them belonging to the same `RabbitMQ cluster
1401
<http://www.rabbitmq.com/clustering.html>`_. Synnefo uses the RabbitMQ
1402
active/active `High Available Queues <http://www.rabbitmq.com/ha.html>`_ which
1403
are mirrored between two nodes within a RabbitMQ cluster.
1404

    
1405
The RabbitMQ nodes that form the cluster, are declared to Synnefo through the
1406
`AMQP_HOSTS` setting. Each time a Synnefo component needs to connect to
1407
RabbitMQ, one of these nodes is chosen in a random way. The client that Synnefo
1408
uses to connect to RabbitMQ, handles connection failures transparently and
1409
tries to reconnect to a different node. As long as one of these nodes are up
1410
and running, functionality of Synnefo should not be downgraded by the RabbitMQ
1411
node failures.
1412

    
1413
All the queues that are being used are declared as durable, meaning that
1414
messages are persistently stored to RabbitMQ, until they get successfully
1415
processed by a client.
1416

    
1417
Currently, RabbitMQ is used by the following components:
1418

    
1419
* `snf-ganeti-eventd` and `snf-progress-monitor`:
1420
  These components send messages concerning the status and progress of
1421
  jobs in the Ganeti backend.
1422
* `snf-dispatcher`: This daemon, consumes the messages that are sent from
1423
  the above components, and updates the Cyclades DB accordingly.
1424

    
1425

    
1426
Installation
1427
~~~~~~~~~~~~
1428

    
1429
Please check the RabbitMQ documentation which covers extensively the
1430
`installation of RabbitMQ server <http://www.rabbitmq.com/download.html>`_ and
1431
the setup of a `RabbitMQ cluster <http://www.rabbitmq.com/clustering.html>`_.
1432
Also, check out the `web management plugin
1433
<http://www.rabbitmq.com/management.html>`_ that can be useful for managing and
1434
monitoring RabbitMQ.
1435

    
1436
For a basic installation of RabbitMQ on two nodes (node1 and node2) you can do
1437
the following:
1438

    
1439
On both nodes, install rabbitmq-server and create a Synnefo user:
1440

    
1441
.. code-block:: console
1442

    
1443
  $ apt-get install rabbitmq-server
1444
  $ rabbitmqctl add_user synnefo "example_pass"
1445
  $ rabbitmqctl set_permissions synnefo  ".*" ".*" ".*"
1446

    
1447
Also guarantee that both nodes share the same cookie, by running:
1448

    
1449
.. code-block:: console
1450

    
1451
  $ scp node1:/var/lib/rabbitmq/.erlang.cookie node2:/var/lib/rabbitmq/.erlang.cookie
1452

    
1453
and restart the nodes:
1454

    
1455
.. code-block:: console
1456

    
1457
  $ /etc/init.d/rabbitmq-server restart
1458

    
1459

    
1460
To setup the RabbitMQ cluster run:
1461

    
1462
.. code-block:: console
1463

    
1464
  root@node2: rabbitmqctl stop_app
1465
  root@node2: rabbitmqctl reset
1466
  root@node2: rabbitmqctl cluster rabbit@node1 rabbit@node2
1467
  root@node2: rabbitmqctl start_app
1468

    
1469
You can verify that the cluster is set up correctly by running:
1470

    
1471
.. code-block:: console
1472

    
1473
  root@node2: rabbitmqctl cluster_status
1474

    
1475

    
1476
Logging
1477
-------
1478

    
1479
Logging in Synnefo is using Python's logging module. The module is configured
1480
using dictionary configuration, whose format is described here:
1481

    
1482
http://docs.python.org/release/2.7.1/library/logging.html#logging-config-dictschema
1483

    
1484
Note that this is a feature of Python 2.7 that we have backported for use in
1485
Python 2.6.
1486

    
1487
The logging configuration dictionary is defined in
1488
``/etc/synnefo/10-snf-webproject-logging.conf``
1489

    
1490
The administrator can have finer logging control by modifying the
1491
``LOGGING_SETUP`` dictionary, and defining subloggers with different handlers
1492
and log levels.  e.g. To enable debug messages only for the API set the level
1493
of 'synnefo.api' to ``DEBUG``
1494

    
1495
By default, the Django webapp and snf-manage logs to syslog, while
1496
`snf-dispatcher` logs to `/var/log/synnefo/dispatcher.log`.
1497

    
1498

    
1499
.. _scale-up:
1500

    
1501
Scaling up to multiple nodes
1502
============================
1503

    
1504
Here we will describe how should a large scale Synnefo deployment look like. Make
1505
sure you are familiar with Synnefo and Ganeti before proceeding with this section.
1506
This means you should at least have already set up successfully a working Synnefo
1507
deployment as described in the :ref:`Admin's Installation Guide
1508
<quick-install-admin-guide>` and also read the Administrator's Guide until this
1509
section.
1510

    
1511
Graph of a scale-out Synnefo deployment
1512
---------------------------------------
1513

    
1514
Each box in the following graph corresponds to a distinct physical node:
1515

    
1516
.. image:: images/synnefo-arch2-roles.png
1517
   :width: 100%
1518
   :target: _images/synnefo-arch2-roles.png
1519

    
1520
The above graph is actually the same with the one at the beginning of this
1521
:ref:`guide <admin-guide>`, with the only difference that here we show the
1522
Synnefo roles of each physical node. These roles are described in the
1523
following section.
1524

    
1525
.. _physical-node-roles:
1526

    
1527
Physical Node roles
1528
-------------------
1529

    
1530
As appears in the previous graph, a scale-out Synnefo deployment consists of
1531
multiple physical nodes that have the following roles:
1532

    
1533
* **WEBSERVER**: A web server running in front of gunicorn (e.g.: Apache, nginx)
1534
* **ASTAKOS**: The Astakos application (gunicorn)
1535
* **ASTAKOS_DB**: The Astakos database (postgresql)
1536
* **PITHOS**: The Pithos application (gunicorn)
1537
* **PITHOS_DB**: The Pithos database (postgresql)
1538
* **CYCLADES**: The Cyclades application (gunicorn)
1539
* **CYCLADES_DB**: The Cyclades database (postgresql)
1540
* **MQ**: The message queue (RabbitMQ)
1541
* **GANETI_MASTER**: The Ganeti master of a Ganeti cluster
1542
* **GANETI_NODE** : A VM-capable Ganeti node of a Ganeti cluster
1543

    
1544
You will probably also have:
1545

    
1546
* **CMS**: The CMS used as a frotend portal for the Synnefo services
1547
* **NS**: A nameserver serving all other Synnefo nodes and resolving Synnefo FQDNs
1548
* **CLIENT**: A machine that runs the Synnefo clients (e.g.: kamaki, Web UI),
1549
              most of the times, the end user's local machine
1550

    
1551
From this point we will also refer to the following groups of roles:
1552

    
1553
* **SYNNEFO**: [ **ASTAKOS**, **ASTAKOS_DB**, **PITHOS**, **PITHOS_DB**, **CYCLADES**, **CYCLADES_DB**, **MQ**, **CMS**]
1554
* **G_BACKEND**: [**GANETI_MASTER**, **GANETI_NODE**]
1555

    
1556
Of course, when deploying Synnefo you can combine multiple of the above roles on a
1557
single physical node, but if you are trying to scale out, the above separation
1558
gives you significant advantages.
1559

    
1560
So, in the next section we will take a look on what components you will have to
1561
install on each physical node depending on its Synnefo role. We assume the graph's
1562
architecture.
1563

    
1564
Components for each role
1565
------------------------
1566

    
1567
When deploying Synnefo in large scale, you need to install different Synnefo
1568
or/and third party components on different physical nodes according to their
1569
Synnefo role, as stated in the previous section.
1570

    
1571
Specifically:
1572

    
1573
Role **WEBSERVER**
1574
    * Synnefo components: `None`
1575
    * 3rd party components: Apache
1576
Role **ASTAKOS**
1577
    * Synnefo components: `snf-webproject`, `snf-astakos-app`
1578
    * 3rd party components: Django, Gunicorn
1579
Role **ASTAKOS_DB**
1580
    * Synnefo components: `None`
1581
    * 3rd party components: PostgreSQL
1582
Role **PITHOS**
1583
    * Synnefo components: `snf-webproject`, `snf-pithos-app`, `snf-pithos-webclient`
1584
    * 3rd party components: Django, Gunicorn
1585
Role **PITHOS_DB**
1586
    * Synnefo components: `None`
1587
    * 3rd party components: PostgreSQL
1588
Role **CYCLADES**
1589
    * Synnefo components: `snf-webproject`, `snf-cyclades-app`, `snf-vncauthproxy`
1590
    * 3rd party components: Django Gunicorn
1591
Role **CYCLADES_DB**
1592
    * Synnefo components: `None`
1593
    * 3rd party components: PostgreSQL
1594
Role **MQ**
1595
    * Synnefo components: `None`
1596
    * 3rd party components: RabbitMQ
1597
Role **GANETI_MASTER**
1598
    * Synnefo components: `snf-cyclades-gtools`
1599
    * 3rd party components: Ganeti
1600
Role **GANETI_NODE**
1601
    * Synnefo components: `snf-cyclades-gtools`, `snf-network`, `snf-image`, `nfdhcpd`
1602
    * 3rd party components: Ganeti
1603
Role **CMS**
1604
    * Synnefo components: `snf-webproject`, `snf-cloudcms`
1605
    * 3rd party components: Django, Gunicorn
1606
Role **NS**
1607
    * Synnefo components: `None`
1608
    * 3rd party components: BIND
1609
Role **CLIENT**
1610
    * Synnefo components: `kamaki`, `snf-image-creator`
1611
    * 3rd party components: `None`
1612

    
1613
Example scale out installation
1614
------------------------------
1615

    
1616
In this section we describe an example of a medium scale installation which
1617
combines multiple roles on 10 different physical nodes. We also provide a
1618
:ref:`guide <i-synnefo>` to help with such an install.
1619

    
1620
We assume that we have the following 10 physical nodes with the corresponding
1621
roles:
1622

    
1623
Node1:
1624
    **WEBSERVER**, **ASTAKOS**
1625
      Guide sections:
1626
        * :ref:`apt <i-apt>`
1627
        * :ref:`gunicorn <i-gunicorn>`
1628
        * :ref:`apache <i-apache>`
1629
        * :ref:`snf-webproject <i-webproject>`
1630
        * :ref:`snf-astakos-app <i-astakos>`
1631
Node2:
1632
    **WEBSERVER**, **PITHOS**
1633
      Guide sections:
1634
        * :ref:`apt <i-apt>`
1635
        * :ref:`gunicorn <i-gunicorn>`
1636
        * :ref:`apache <i-apache>`
1637
        * :ref:`snf-webproject <i-webproject>`
1638
        * :ref:`snf-pithos-app <i-pithos>`
1639
        * :ref:`snf-pithos-webclient <i-pithos>`
1640
Node3:
1641
    **WEBSERVER**, **CYCLADES**
1642
      Guide sections:
1643
        * :ref:`apt <i-apt>`
1644
        * :ref:`gunicorn <i-gunicorn>`
1645
        * :ref:`apache <i-apache>`
1646
        * :ref:`snf-webproject <i-webproject>`
1647
        * :ref:`snf-cyclades-app <i-cyclades>`
1648
        * :ref:`snf-vncauthproxy <i-cyclades>`
1649
Node4:
1650
    **WEBSERVER**, **CMS**
1651
      Guide sections:
1652
        * :ref:`apt <i-apt>`
1653
        * :ref:`gunicorn <i-gunicorn>`
1654
        * :ref:`apache <i-apache>`
1655
        * :ref:`snf-webproject <i-webproject>`
1656
        * :ref:`snf-cloudcms <i-cms>`
1657
Node5:
1658
    **ASTAKOS_DB**, **PITHOS_DB**, **CYCLADES_DB**
1659
      Guide sections:
1660
        * :ref:`apt <i-apt>`
1661
        * :ref:`postgresql <i-db>`
1662
Node6:
1663
    **MQ**
1664
      Guide sections:
1665
        * :ref:`apt <i-apt>`
1666
        * :ref:`rabbitmq <i-mq>`
1667
Node7:
1668
    **GANETI_MASTER**, **GANETI_NODE**
1669
      Guide sections:
1670
        * :ref:`apt <i-apt>`
1671
        * :ref:`general <i-backends>`
1672
        * :ref:`ganeti <i-ganeti>`
1673
        * :ref:`snf-cyclades-gtools <i-gtools>`
1674
        * :ref:`snf-network <i-network>`
1675
        * :ref:`snf-image <i-image>`
1676
        * :ref:`nfdhcpd <i-network>`
1677
Node8:
1678
    **GANETI_NODE**
1679
      Guide sections:
1680
        * :ref:`apt <i-apt>`
1681
        * :ref:`general <i-backends>`
1682
        * :ref:`ganeti <i-ganeti>`
1683
        * :ref:`snf-cyclades-gtools <i-gtools>`
1684
        * :ref:`snf-network <i-network>`
1685
        * :ref:`snf-image <i-image>`
1686
        * :ref:`nfdhcpd <i-network>`
1687
Node9:
1688
    **GANETI_NODE**
1689
      Guide sections:
1690
        `Same as Node8`
1691
Node10:
1692
    **GANETI_NODE**
1693
      Guide sections:
1694
        `Same as Node8`
1695

    
1696
All sections: :ref:`Scale out Guide <i-synnefo>`
1697

    
1698

    
1699
Upgrade Notes
1700
=============
1701

    
1702
.. toctree::
1703
   :maxdepth: 1
1704

    
1705
   v0.12 -> v0.13 <upgrade/upgrade-0.13>
1706
   v0.13 -> v0.14 <upgrade/upgrade-0.14>
1707
   v0.14 -> v0.14.2 <upgrade/upgrade-0.14.2>
1708
   v0.14.5 -> v0.14.6 <upgrade/upgrade-0.14.6>
1709
   v0.14.7 -> v0.14.8 <upgrade/upgrade-0.14.8>
1710
   v0.14.9 -> v0.14.10 <upgrade/upgrade-0.14.10>
1711
   v0.14 -> v0.15 <upgrade/upgrade-0.15>
1712

    
1713

    
1714
Changelog, NEWS
1715
===============
1716

    
1717

    
1718
* v0.14.10 :ref:`Changelog <Changelog-0.14.10>`, :ref:`NEWS <NEWS-0.14.10>`
1719
* v0.14.9 :ref:`Changelog <Changelog-0.14.9>`, :ref:`NEWS <NEWS-0.14.9>`
1720
* v0.14.8 :ref:`Changelog <Changelog-0.14.8>`, :ref:`NEWS <NEWS-0.14.8>`
1721
* v0.14.7 :ref:`Changelog <Changelog-0.14.7>`, :ref:`NEWS <NEWS-0.14.7>`
1722
* v0.14.6 :ref:`Changelog <Changelog-0.14.6>`, :ref:`NEWS <NEWS-0.14.6>`
1723
* v0.14.5 :ref:`Changelog <Changelog-0.14.5>`, :ref:`NEWS <NEWS-0.14.5>`
1724
* v0.14.4 :ref:`Changelog <Changelog-0.14.4>`, :ref:`NEWS <NEWS-0.14.4>`
1725
* v0.14.3 :ref:`Changelog <Changelog-0.14.3>`, :ref:`NEWS <NEWS-0.14.3>`
1726
* v0.14.2 :ref:`Changelog <Changelog-0.14.2>`, :ref:`NEWS <NEWS-0.14.2>`
1727
* v0.14 :ref:`Changelog <Changelog-0.14>`, :ref:`NEWS <NEWS-0.14>`
1728
* v0.13 :ref:`Changelog <Changelog-0.13>`, :ref:`NEWS <NEWS-0.13>`