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.. _quick-install-admin-guide:
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Administrator's Quick Installation Guide
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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This is the Administrator's quick installation guide.
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It describes how to install the whole synnefo stack on two (2) physical nodes,
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with minimum configuration. It installs synnefo from Debian packages, and
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assumes the nodes run Debian Squeeze. After successful installation, you will
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have the following services running:
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 * Identity Management (Astakos)
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 * Object Storage Service (Pithos+)
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 * Compute Service (Cyclades)
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 * Image Registry Service (Plankton)
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and a single unified Web UI to manage them all.
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The Volume Storage Service (Archipelago) and the Billing Service (Aquarium) are
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not released yet.
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If you just want to install the Object Storage Service (Pithos+), follow the guide
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and just stop after the "Testing of Pithos+" section.
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Installation of Synnefo / Introduction
28
======================================
29

    
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We will install the services with the above list's order. Cyclades and Plankton
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will be installed in a single step (at the end), because at the moment they are
32
contained in the same software component. Furthermore, we will install all
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services in the first physical node, except Pithos+ which will be installed in
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the second, due to a conflict between the snf-pithos-app and snf-cyclades-app
35
component (scheduled to be fixed in the next version).
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For the rest of the documentation we will refer to the first physical node as
38
"node1" and the second as "node2". We will also assume that their domain names
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are "node1.example.com" and "node2.example.com" and their IPs are "4.3.2.1" and
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"4.3.2.2" respectively.
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General Prerequisites
44
=====================
45

    
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These are the general synnefo prerequisites, that you need on node1 and node2
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and are related to all the services (Astakos, Pithos+, Cyclades, Plankton).
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To be able to download all synnefo components you need to add the following
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lines in your ``/etc/apt/sources.list`` file:
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| ``deb http://apt.dev.grnet.gr squeeze main``
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| ``deb-src http://apt.dev.grnet.gr squeeze main``
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You also need a shared directory visible by both nodes. Pithos+ will save all
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data inside this directory. By 'all data', we mean files, images, and pithos
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specific mapping data. If you plan to upload more than one basic image, this
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directory should have at least 50GB of free space. During this guide, we will
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assume that node1 acts as an NFS server and serves the directory ``/srv/pithos``
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to node2. Node2 has this directory mounted under ``/srv/pithos``, too.
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Before starting the synnefo installation, you will need basic third party
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software to be installed and configured on the physical nodes. We will describe
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each node's general prerequisites separately. Any additional configuration,
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specific to a synnefo service for each node, will be described at the service's
66
section.
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68
Node1
69
-----
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General Synnefo dependencies
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 * apache (http server)
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 * gunicorn (WSGI http server)
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 * postgresql (database)
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 * rabbitmq (message queue)
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You can install the above by running:
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.. code-block:: console
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   # apt-get install apache2 postgresql rabbitmq-server
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Make sure to install gunicorn >= v0.12.2. You can do this by installing from
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the official debian backports:
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.. code-block:: console
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   # apt-get -t squeeze-backports install gunicorn
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On node1, we will create our databases, so you will also need the
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python-psycopg2 package:
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.. code-block:: console
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   # apt-get install python-psycopg2
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Database setup
100
~~~~~~~~~~~~~~
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On node1, we create a database called ``snf_apps``, that will host all django
103
apps related tables. We also create the user ``synnefo`` and grant him all
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privileges on the database. We do this by running:
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.. code-block:: console
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   root@node1:~ # su - postgres
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   postgres@node1:~ $ psql
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   postgres=# CREATE DATABASE snf_apps WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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   postgres=# CREATE USER synnefo WITH PASSWORD 'example_passw0rd';
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   postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_apps TO synnefo;
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We also create the database ``snf_pithos`` needed by the pithos+ backend and
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grant the ``synnefo`` user all privileges on the database. This database could
116
be created on node2 instead, but we do it on node1 for simplicity. We will
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create all needed databases on node1 and then node2 will connect to them.
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.. code-block:: console
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   postgres=# CREATE DATABASE snf_pithos WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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   postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_pithos TO synnefo;
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Configure the database to listen to all network interfaces. You can do this by
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editting the file ``/etc/postgresql/8.4/main/postgresql.conf`` and change
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``listen_addresses`` to ``'*'`` :
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.. code-block:: console
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   listen_addresses = '*'
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Furthermore, edit ``/etc/postgresql/8.4/main/pg_hba.conf`` to allow node1 and
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node2 to connect to the database. Add the following lines under ``#IPv4 local
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connections:`` :
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.. code-block:: console
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   host		all	all	4.3.2.1/32	md5
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   host		all	all	4.3.2.2/32	md5
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Make sure to substitute "4.3.2.1" and "4.3.2.2" with node1's and node2's
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actual IPs. Now, restart the server to apply the changes:
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.. code-block:: console
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   # /etc/init.d/postgresql restart
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Gunicorn setup
149
~~~~~~~~~~~~~~
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151
Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following:
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.. code-block:: console
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   CONFIG = {
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    'mode': 'django',
157
    'environment': {
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      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
159
    },
160
    'working_dir': '/etc/synnefo',
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    'user': 'www-data',
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    'group': 'www-data',
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    'args': (
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      '--bind=127.0.0.1:8080',
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      '--workers=4',
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      '--log-level=debug',
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    ),
168
   }
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.. warning:: Do NOT start the server yet, because it won't find the
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    ``synnefo.settings`` module. We will start the server after successful
172
    installation of astakos. If the server is running::
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       # /etc/init.d/gunicorn stop
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Apache2 setup
177
~~~~~~~~~~~~~
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Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
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the following:
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.. code-block:: console
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   <VirtualHost *:80>
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     ServerName node1.example.com
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     RewriteEngine On
188
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
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     RewriteRule ^(.*)$ - [F,L]
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     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
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   </VirtualHost>
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Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
194
containing the following:
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.. code-block:: console
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   <IfModule mod_ssl.c>
199
   <VirtualHost _default_:443>
200
     ServerName node1.example.com
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     Alias /static "/usr/share/synnefo/static"
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   #  SetEnv no-gzip
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   #  SetEnv dont-vary
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     AllowEncodedSlashes On
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     RequestHeader set X-Forwarded-Protocol "https"
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     <Proxy * >
212
       Order allow,deny
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       Allow from all
214
     </Proxy>
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216
     SetEnv                proxy-sendchunked
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     SSLProxyEngine        off
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     ProxyErrorOverride    off
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220
     ProxyPass        /static !
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     ProxyPass        / http://localhost:8080/ retry=0
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     ProxyPassReverse / http://localhost:8080/
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     RewriteEngine On
225
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
226
     RewriteRule ^(.*)$ - [F,L]
227
     RewriteRule ^/login(.*) /im/login/redirect$1 [PT,NE]
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     SSLEngine on
230
     SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
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     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
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   </VirtualHost>
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   </IfModule>
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Now enable sites and modules by running:
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.. code-block:: console
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   # a2enmod ssl
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   # a2enmod rewrite
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   # a2dissite default
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   # a2ensite synnefo
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   # a2ensite synnefo-ssl
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   # a2enmod headers
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   # a2enmod proxy_http
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247
.. warning:: Do NOT start/restart the server yet. If the server is running::
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       # /etc/init.d/apache2 stop
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Message Queue setup
252
~~~~~~~~~~~~~~~~~~~
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254
The message queue will run on node1, so we need to create the appropriate
255
rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
256
exchanges:
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.. code-block:: console
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260
   # rabbitmqctl add_user synnefo "examle_rabbitmq_passw0rd"
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   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
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263
We do not need to initialize the exchanges. This will be done automatically,
264
during the Cyclades setup.
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266
Pithos+ data directory setup
267
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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269
As mentioned in the General Prerequisites section, there is a directory called
270
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
271
directory inside it:
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273
.. code-block:: console
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275
   # cd /srv/pithos
276
   # mkdir data
277
   # chown www-data:www-data data
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   # chmod g+ws data
279

    
280
You are now ready with all general prerequisites concerning node1. Let's go to
281
node2.
282

    
283
Node2
284
-----
285

    
286
General Synnefo dependencies
287
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
288

    
289
 * apache (http server)
290
 * gunicorn (WSGI http server)
291
 * postgresql (database)
292

    
293
You can install the above by running:
294

    
295
.. code-block:: console
296

    
297
   # apt-get install apache2 postgresql
298

    
299
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
300
the official debian backports:
301

    
302
.. code-block:: console
303

    
304
   # apt-get -t squeeze-backports install gunicorn
305

    
306
Node2 will connect to the databases on node1, so you will also need the
307
python-psycopg2 package:
308

    
309
.. code-block:: console
310

    
311
   # apt-get install python-psycopg2
312

    
313
Database setup
314
~~~~~~~~~~~~~~
315

    
316
All databases have been created and setup on node1, so we do not need to take
317
any action here. From node2, we will just connect to them. When you get familiar
318
with the software you may choose to run different databases on different nodes,
319
for performance/scalability/redundancy reasons, but those kind of setups are out
320
of the purpose of this guide.
321

    
322
Gunicorn setup
323
~~~~~~~~~~~~~~
324

    
325
Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following
326
(same contents as in node1; you can just copy/paste the file):
327

    
328
.. code-block:: console
329

    
330
   CONFIG = {
331
    'mode': 'django',
332
    'environment': {
333
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
334
    },
335
    'working_dir': '/etc/synnefo',
336
    'user': 'www-data',
337
    'group': 'www-data',
338
    'args': (
339
      '--bind=127.0.0.1:8080',
340
      '--workers=4',
341
      '--log-level=debug',
342
      '--timeout=43200'
343
    ),
344
   }
345

    
346
.. warning:: Do NOT start the server yet, because it won't find the
347
    ``synnefo.settings`` module. We will start the server after successful
348
    installation of astakos. If the server is running::
349

    
350
       # /etc/init.d/gunicorn stop
351

    
352
Apache2 setup
353
~~~~~~~~~~~~~
354

    
355
Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
356
the following:
357

    
358
.. code-block:: console
359

    
360
   <VirtualHost *:80>
361
     ServerName node2.example.com
362

    
363
     RewriteEngine On
364
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
365
     RewriteRule ^(.*)$ - [F,L]
366
     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
367
   </VirtualHost>
368

    
369
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
370
containing the following:
371

    
372
.. code-block:: console
373

    
374
   <IfModule mod_ssl.c>
375
   <VirtualHost _default_:443>
376
     ServerName node2.example.com
377

    
378
     Alias /static "/usr/share/synnefo/static"
379

    
380
     SetEnv no-gzip
381
     SetEnv dont-vary
382
     AllowEncodedSlashes On
383

    
384
     RequestHeader set X-Forwarded-Protocol "https"
385

    
386
     <Proxy * >
387
       Order allow,deny
388
       Allow from all
389
     </Proxy>
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391
     SetEnv                proxy-sendchunked
392
     SSLProxyEngine        off
393
     ProxyErrorOverride    off
394

    
395
     ProxyPass        /static !
396
     ProxyPass        / http://localhost:8080/ retry=0
397
     ProxyPassReverse / http://localhost:8080/
398

    
399
     SSLEngine on
400
     SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
401
     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
402
   </VirtualHost>
403
   </IfModule>
404

    
405
As in node1, enable sites and modules by running:
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407
.. code-block:: console
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409
   # a2enmod ssl
410
   # a2enmod rewrite
411
   # a2dissite default
412
   # a2ensite synnefo
413
   # a2ensite synnefo-ssl
414
   # a2enmod headers
415
   # a2enmod proxy_http
416

    
417
.. warning:: Do NOT start/restart the server yet. If the server is running::
418

    
419
       # /etc/init.d/apache2 stop
420

    
421
We are now ready with all general prerequisites for node2. Now that we have
422
finished with all general prerequisites for both nodes, we can start installing
423
the services. First, let's install Astakos on node1.
424

    
425

    
426
Installation of Astakos on node1
427
================================
428

    
429
To install astakos, grab the package from our repository (make sure  you made
430
the additions needed in your ``/etc/apt/sources.list`` file, as described
431
previously), by running:
432

    
433
.. code-block:: console
434

    
435
   # apt-get install snf-astakos-app
436

    
437
After successful installation of snf-astakos-app, make sure that also
438
snf-webproject has been installed (marked as "Recommended" package). By default
439
Debian installs "Recommended" packages, but if you have changed your
440
configuration and the package didn't install automatically, you should
441
explicitly install it manually running:
442

    
443
.. code-block:: console
444

    
445
   # apt-get install snf-webproject
446

    
447
The reason snf-webproject is "Recommended" and not a hard dependency, is to give
448
the experienced administrator the ability to install synnefo in a custom made
449
django project. This corner case concerns only very advanced users that know
450
what they are doing and want to experiment with synnefo.
451

    
452
Configuration of Astakos
453
========================
454

    
455
Conf Files
456
----------
457

    
458
After astakos is successfully installed, you will find the directory
459
``/etc/synnefo`` and some configuration files inside it. The files contain
460
commented configuration options, which are the default options. While installing
461
new snf-* components, new configuration files will appear inside the directory.
462
In this guide (and for all services), we will edit only the minimum necessary
463
configuration options, to reflect our setup. Everything else will remain as is.
464

    
465
After getting familiar with synnefo, you will be able to customize the software
466
as you wish and fits your needs. Many options are available, to empower the
467
administrator with extensively customizable setups.
468

    
469
For the snf-webproject component (installed as an astakos dependency), we
470
need the following:
471

    
472
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
473
uncomment and edit the ``DATABASES`` block to reflect our database:
474

    
475
.. code-block:: console
476

    
477
   DATABASES = {
478
    'default': {
479
        # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
480
        'ENGINE': 'postgresql_psycopg2',
481
         # ATTENTION: This *must* be the absolute path if using sqlite3.
482
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
483
        'NAME': 'snf_apps',
484
        'USER': 'synnefo',                      # Not used with sqlite3.
485
        'PASSWORD': 'examle_passw0rd',          # Not used with sqlite3.
486
        # Set to empty string for localhost. Not used with sqlite3.
487
        'HOST': '4.3.2.1',
488
        # Set to empty string for default. Not used with sqlite3.
489
        'PORT': '5432',
490
    }
491
   }
492

    
493
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
494
``SECRET_KEY``. This is a django specific setting which is used to provide a
495
seed in secret-key hashing algorithms. Set this to a random string of your
496
choise and keep it private:
497

    
498
.. code-block:: console
499

    
500
   SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
501

    
502
For astakos specific configuration, edit the following options in
503
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
504

    
505
.. code-block:: console
506

    
507
   ASTAKOS_IM_MODULES = ['local']
508

    
509
   ASTAKOS_COOKIE_DOMAIN = '.example.com'
510

    
511
   ASTAKOS_BASEURL = 'https://node1.example.com'
512

    
513
   ASTAKOS_SITENAME = '~okeanos demo example'
514

    
515
   ASTAKOS_CLOUD_SERVICES = (
516
           { 'url':'https://node1.example.com/im/', 'name':'~okeanos home', 'id':'cloud', 'icon':'home-icon.png' },
517
           { 'url':'https://node1.example.com/ui/', 'name':'cyclades', 'id':'cyclades' },
518
           { 'url':'https://node2.example.com/ui/', 'name':'pithos+', 'id':'pithos' })
519

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

    
523
   ASTAKOS_RECAPTCHA_USE_SSL = True
524

    
525
``ASTAKOS_IM_MODULES`` refers to the astakos login methods. For now only local
526
is supported. The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our
527
domain (for all services). ``ASTAKOS_BASEURL`` is the astakos home page.
528
``ASTAKOS_CLOUD_SERVICES`` contains all services visible to and served by
529
astakos. The first element of the dictionary is used to point to a generic
530
landing page for your services (cyclades, pithos). If you don't have such a
531
page it can be omitted. The second and third element point to our services
532
themselves (the apps) and should be set as above.
533

    
534
For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
535
go to https://www.google.com/recaptcha/admin/create and create your own pair.
536

    
537
If you are an advanced user and want to use the Shibboleth Authentication method,
538
read the relative :ref:`section <shibboleth-auth>`.
539

    
540
Servers Initialization
541
----------------------
542

    
543
After configuration is done, we initialize the servers on node1:
544

    
545
.. code-block:: console
546

    
547
   root@node1:~ # /etc/init.d/gunicorn restart
548
   root@node1:~ # /etc/init.d/apache2 restart
549

    
550
Database Initialization
551
-----------------------
552

    
553
Then, we initialize the database by running:
554

    
555
.. code-block:: console
556

    
557
   # snf-manage syncdb
558

    
559
At this example we don't need to create a django superuser, so we select
560
``[no]`` to the question. After a successful sync, we run the migration needed
561
for astakos:
562

    
563
.. code-block:: console
564

    
565
   # snf-manage migrate im
566

    
567
Finally we load the pre-defined user groups
568

    
569
.. code-block:: console
570

    
571
   # snf-manage loaddata groups
572

    
573
You have now finished the Astakos setup. Let's test it now.
574

    
575

    
576
Testing of Astakos
577
==================
578

    
579
Open your favorite browser and go to:
580

    
581
``http://node1.example.com/im``
582

    
583
If this redirects you to ``https://node1.example.com/im`` and you can see
584
the "welcome" door of Astakos, then you have successfully setup Astakos.
585

    
586
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
587
and fill all your data at the sign up form. Then click "SUBMIT". You should now
588
see a green box on the top, which informs you that you made a successful request
589
and the request has been sent to the administrators. So far so good, let's assume
590
that you created the user with username ``user@example.com``.
591

    
592
Now we need to activate that user. Return to a command prompt at node1 and run:
593

    
594
.. code-block:: console
595

    
596
   root@node1:~ # snf-manage listusers
597

    
598
This command should show you a list with only one user; the one we just created.
599
This user should have an id with a value of ``1``. It should also have an
600
"active" status with the value of ``0`` (inactive). Now run:
601

    
602
.. code-block:: console
603

    
604
   root@node1:~ # snf-manage modifyuser --set-active 1
605

    
606
This modifies the active value to ``1``, and actually activates the user.
607
When running in production, the activation is done automatically with different
608
types of moderation, that Astakos supports. You can see the moderation methods
609
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
610
documentation. In production, you can also manually activate a user, by sending
611
him/her an activation email. See how to do this at the :ref:`User
612
activation <user_activation>` section.
613

    
614
Now let's go back to the homepage. Open ``http://node1.example.com/im`` with
615
your browser again. Try to sign in using your new credentials. If the astakos
616
menu appears and you can see your profile, then you have successfully setup
617
Astakos.
618

    
619
Let's continue to install Pithos+ now.
620

    
621

    
622
Installation of Pithos+ on node2
623
================================
624

    
625
To install pithos+, grab the packages from our repository (make sure  you made
626
the additions needed in your ``/etc/apt/sources.list`` file, as described
627
previously), by running:
628

    
629
.. code-block:: console
630

    
631
   # apt-get install snf-pithos-app
632

    
633
After successful installation of snf-pithos-app, make sure that also
634
snf-webproject has been installed (marked as "Recommended" package). Refer to
635
the "Installation of Astakos on node1" section, if you don't remember why this
636
should happen. Now, install the pithos web interface:
637

    
638
.. code-block:: console
639

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

    
642
This package provides the standalone pithos web client. The web client is the
643
web UI for pithos+ and will be accessible by clicking "pithos+" on the Astakos
644
interface's cloudbar, at the top of the Astakos homepage.
645

    
646

    
647
Configuration of Pithos+
648
========================
649

    
650
Conf Files
651
----------
652

    
653
After pithos+ is successfully installed, you will find the directory
654
``/etc/synnefo`` and some configuration files inside it, as you did in node1
655
after installation of astakos. Here, you will not have to change anything that
656
has to do with snf-common or snf-webproject. Everything is set at node1. You
657
only need to change settings that have to do with pithos+. Specifically:
658

    
659
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
660
only the two options:
661

    
662
.. code-block:: console
663

    
664
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
665

    
666
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
667

    
668
   PITHOS_AUTHENTICATION_URL = 'https://node1.example.com/im/authenticate'
669
   PITHOS_AUTHENTICATION_USERS = None
670

    
671
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ app where to
672
find the pithos+ backend database. Above we tell pithos+ that its database is
673
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
674
``example_passw0rd``.  All those settings where setup during node1's "Database
675
setup" section.
676

    
677
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ app where to find
678
the pithos+ backend data. Above we tell pithos+ to store its data under
679
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
680
directory at node1's "Pithos+ data directory setup" section.
681

    
682
The ``PITHOS_AUTHENTICATION_URL`` option tells to the pithos+ app in which URI
683
is available the astakos authentication api. If not set, pithos+ tries to
684
authenticate using the ``PITHOS_AUTHENTICATION_USERS`` user pool.
685

    
686
Then we need to setup the web UI and connect it to astakos. To do so, edit
687
``/etc/synnefo/20-snf-pithos-webclient-settings.conf``:
688

    
689
.. code-block:: console
690

    
691
   PITHOS_UI_LOGIN_URL = "https://node1.example.com/im/login?next="
692
   PITHOS_UI_FEEDBACK_URL = "https://node1.example.com/im/feedback"
693

    
694
The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if
695
you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the
696
pithos+ feedback form. Astakos already provides a generic feedback form for all
697
services, so we use this one.
698

    
699
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
700
pithos+ web UI with the astakos web UI (through the top cloudbar):
701

    
702
.. code-block:: console
703

    
704
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
705
   PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = 'pithos'
706
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
707
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
708

    
709
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
710
cloudbar.
711

    
712
The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` registers the client as a new service
713
served by astakos. It's name should be identical with the ``id`` name given at
714
the astakos' ``ASTAKOS_CLOUD_SERVICES`` variable. Note that at the Astakos "Conf
715
Files" section, we actually set the third item of the ``ASTAKOS_CLOUD_SERVICES``
716
list, to the dictionary: ``{ 'url':'https://nod...', 'name':'pithos+',
717
'id':'pithos }``. This item represents the pithos+ service. The ``id`` we set
718
there, is the ``id`` we want here.
719

    
720
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
721
pithos+ web client to get from astakos all the information needed to fill its
722
own cloudbar. So we put our astakos deployment urls there.
723

    
724
Servers Initialization
725
----------------------
726

    
727
After configuration is done, we initialize the servers on node2:
728

    
729
.. code-block:: console
730

    
731
   root@node2:~ # /etc/init.d/gunicorn restart
732
   root@node2:~ # /etc/init.d/apache2 restart
733

    
734
You have now finished the Pithos+ setup. Let's test it now.
735

    
736

    
737
Testing of Pithos+
738
==================
739

    
740
Open your browser and go to the Astakos homepage:
741

    
742
``http://node1.example.com/im``
743

    
744
Login, and you will see your profile page. Now, click the "pithos+" link on the
745
top black cloudbar. If everything was setup correctly, this will redirect you
746
to:
747

    
748
``https://node2.example.com/ui``
749

    
750
and you will see the blue interface of the Pithos+ application.  Click the
751
orange "Upload" button and upload your first file. If the file gets uploaded
752
successfully, then this is your first sign of a successful Pithos+ installation.
753
Go ahead and experiment with the interface to make sure everything works
754
correctly.
755

    
756
You can also use the Pithos+ clients to sync data from your Windows PC or MAC.
757

    
758
If you don't stumble on any problems, then you have successfully installed
759
Pithos+, which you can use as a standalone File Storage Service.
760

    
761
If you would like to do more, such as:
762

    
763
 * Spawning VMs
764
 * Spawning VMs from Images stored on Pithos+
765
 * Uploading your custom Images to Pithos+
766
 * Spawning VMs from those custom Images
767
 * Registering existing Pithos+ files as Images
768
 * Connect VMs to the Internet
769
 * Create Private Networks
770
 * Add VMs to Private Networks
771

    
772
please continue with the rest of the guide.
773

    
774

    
775
Cyclades (and Plankton) Prerequisites
776
=====================================
777

    
778
Before proceeding with the Cyclades (and Plankton) installation, make sure you
779
have successfully set up Astakos and Pithos+ first, because Cyclades depends
780
on them. If you don't have a working Astakos and Pithos+ installation yet,
781
please return to the :ref:`top <quick-install-admin-guide>` of this guide.
782

    
783
Besides Astakos and Pithos+, you will also need a number of additional working
784
prerequisites, before you start the Cyclades installation.
785

    
786
Ganeti
787
------
788

    
789
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
790
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
791
Please refer to the
792
`ganeti documentation <http://docs.ganeti.org/ganeti/2.5/html>`_ for all the
793
gory details. A successful Ganeti installation concludes with a working
794
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
795
<GANETI_NODES>`.
796

    
797
The above Ganeti cluster can run on different physical machines than node1 and
798
node2 and can scale independently, according to your needs.
799

    
800
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
801
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
802
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
803

    
804
We highly recommend that you read the official Ganeti documentation, if you are
805
not familiar with Ganeti. If you are extremely impatient, you can result with
806
the above assumed setup by running:
807

    
808
.. code-block:: console
809

    
810
   root@node1:~ # apt-get install ganeti2
811
   root@node1:~ # apt-get install ganeti-htools
812
   root@node2:~ # apt-get install ganeti2
813
   root@node2:~ # apt-get install ganeti-htools
814

    
815
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
816
both nodes, choose a domain name that resolves to a valid floating IP (let's say
817
it's ``ganeti.node1.example.com``). Make sure node1 and node2 have root access
818
between each other using ssh keys and not passwords. Also, make sure there is an
819
lvm volume group named ``ganeti`` that will host your VMs' disks. Finally, setup
820
a bridge interface on the host machines (e.g:: br0). Then run on node1:
821

    
822
.. code-block:: console
823

    
824
   root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init
825
                                   --no-etc-hosts --vg-name=ganeti
826
                                   --nic-parameters link=br0 --master-netdev eth0
827
                                   ganeti.node1.example.com
828
   root@node1:~ # gnt-cluster modify --default-iallocator hail
829
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
830
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
831

    
832
   root@node1:~ # gnt-node add --no-node-setup --master-capable=yes
833
                               --vm-capable=yes node2.example.com
834

    
835
For any problems you may stumble upon installing Ganeti, please refer to the
836
`official documentation <http://docs.ganeti.org/ganeti/2.5/html>`_. Installation
837
of Ganeti is out of the scope of this guide.
838

    
839
.. _cyclades-install-snfimage:
840

    
841
snf-image
842
---------
843

    
844
Installation
845
~~~~~~~~~~~~
846
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
847
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
848
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
849
node1 and node2. You can do this by running on *both* nodes:
850

    
851
.. code-block:: console
852

    
853
   # apt-get install snf-image-host
854

    
855
Now, you need to download and save the corresponding helper package. Please see
856
`here <https://code.grnet.gr/projects/snf-image/files>`_ for the latest package. Let's
857
assume that you installed snf-image-host version 0.3.5-1. Then, you need
858
snf-image-helper v0.3.5-1 on *both* nodes:
859

    
860
.. code-block:: console
861

    
862
   # cd /var/lib/snf-image/helper/
863
   # wget https://code.grnet.gr/attachments/download/1058/snf-image-helper_0.3.5-1_all.deb
864

    
865
.. warning:: Be careful: Do NOT install the snf-image-helper debian package.
866
             Just put it under /var/lib/snf-image/helper/
867

    
868
Once, you have downloaded the snf-image-helper package, create the helper VM by
869
running on *both* nodes:
870

    
871
.. code-block:: console
872

    
873
   # ln -s snf-image-helper_0.3.5-1_all.deb snf-image-helper.deb
874
   # snf-image-update-helper
875

    
876
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
877
snf-image-host to run successfully.
878

    
879
Configuration
880
~~~~~~~~~~~~~
881
snf-image supports native access to Images stored on Pithos+. This means that
882
snf-image can talk directly to the Pithos+ backend, without the need of providing
883
a public URL. More details, are described in the next section. For now, the only
884
thing we need to do, is configure snf-image to access our Pithos+ backend.
885

    
886
To do this, we need to set the corresponding variables in
887
``/etc/default/snf-image``, to reflect our Pithos+ setup:
888

    
889
.. code-block:: console
890

    
891
   PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
892

    
893
   PITHOS_DATA="/srv/pithos/data"
894

    
895
If you have installed your Ganeti cluster on different nodes than node1 and node2 make
896
sure that ``/srv/pithos/data`` is visible by all of them.
897

    
898
If you would like to use Images that are also/only stored locally, you need to
899
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
900
Pithos+.
901

    
902
Testing
903
~~~~~~~
904
You can test that snf-image is successfully installed by running on the
905
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
906

    
907
.. code-block:: console
908

    
909
   # gnt-os diagnose
910

    
911
This should return ``valid`` for snf-image.
912

    
913
If you are interested to learn more about snf-image's internals (and even use
914
it alongside Ganeti without Synnefo), please see
915
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information concerning
916
installation instructions, documentation on the design and implementation, and
917
supported Image formats.
918

    
919
snf-image's actual Images
920
-------------------------
921

    
922
Now that snf-image is installed successfully we need to provide it with some
923
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
924
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
925
format. For more information about snf-image's Image formats see `here
926
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
927

    
928
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
929
above Images to be stored:
930

    
931
 * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR`` in
932
   :file:`/etc/default/snf-image`)
933
 * On a remote host (accessible via a public URL e.g: http://... or ftp://...)
934
 * On Pithos+ (accessible natively, not only by its public URL)
935

    
936
For the purpose of this guide, we will use the `Debian Squeeze Base Image
937
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ found on the official
938
`snf-image page
939
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
940
of type ``diskdump``. We will store it in our new Pithos+ installation.
941

    
942
To do so, do the following:
943

    
944
a) Download the Image from the official snf-image page (`image link
945
   <https://pithos.okeanos.grnet.gr/public/9epgb>`_).
946

    
947
b) Upload the Image to your Pithos+ installation, either using the Pithos+ Web UI
948
   or the command line client `kamaki
949
   <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_.
950

    
951
Once the Image is uploaded successfully, download the Image's metadata file
952
from the official snf-image page (`image_metadata link
953
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_). You will need it, for
954
spawning a VM from Ganeti, in the next section.
955

    
956
Of course, you can repeat the procedure to upload more Images, available from the
957
`official snf-image page
958
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
959

    
960
Spawning a VM from a Pithos+ Image, using Ganeti
961
------------------------------------------------
962

    
963
Now, it is time to test our installation so far. So, we have Astakos and
964
Pithos+ installed, we have a working Ganeti installation, the snf-image
965
definition installed on all VM-capable nodes and a Debian Squeeze Image on
966
Pithos+. Make sure you also have the `metadata file
967
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
968

    
969
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
970

    
971
.. code-block:: console
972

    
973
   # gnt-instance add -o snf-image+default --os-parameters
974
                      img_passwd=my_vm_example_passw0rd,
975
                      img_format=diskdump,
976
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
977
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
978
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
979
                      testvm1
980

    
981
In the above command:
982

    
983
 * ``img_passwd``: the arbitrary root password of your new instance
984
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
985
 * ``img_id``: If you want to deploy an Image stored on Pithos+ (our case), this
986
               should have the format
987
               ``pithos://<username>/<container>/<filename>``:
988
                * ``username``: ``user@example.com`` (defined during Astakos sign up)
989
                * ``container``: ``pithos`` (default, if the Web UI was used)
990
                * ``filename``: the name of file (visible also from the Web UI)
991
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
992
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
993
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
994

    
995
If the ``gnt-instance add`` command returns successfully, then run:
996

    
997
.. code-block:: console
998

    
999
   # gnt-instance info testvm1 | grep "console connection"
1000

    
1001
to find out where to connect using VNC. If you can connect successfully and can
1002
login to your new instance using the root password ``my_vm_example_passw0rd``,
1003
then everything works as expected and you have your new Debian Base VM up and
1004
running.
1005

    
1006
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1007
to access the Pithos+ database and the Pithos+ backend data. Also, make sure
1008
you gave the correct ``img_id`` and ``img_properties``. If ``gnt-instance add``
1009
succeeds but you cannot connect, again find out what went wrong. Do *NOT*
1010
proceed to the next steps unless you are sure everything works till this point.
1011

    
1012
If everything works, you have successfully connected Ganeti with Pithos+. Let's
1013
move on to networking now.
1014

    
1015
.. warning::
1016
    You can bypass the networking sections and go straight to
1017
    :ref:`RAPI user <rapi-user>`, if you do not want to setup the Cyclades
1018
    Network Service, but only the Cyclades Compute Service (recommended for
1019
    now).
1020

    
1021
Network setup overview
1022
----------------------
1023

    
1024
This part is deployment-specific and must be customized based on the specific
1025
needs of the system administrator. However, to do so, the administrator needs
1026
to understand how each level handles Virtual Networks, to be able to setup the
1027
backend appropriately, before installing Cyclades.
1028

    
1029
Network @ Cyclades level
1030
~~~~~~~~~~~~~~~~~~~~~~~~
1031

    
1032
Cyclades understands two types of Virtual Networks:
1033

    
1034
a) One common Public Network (Internet)
1035
b) One or more distinct Private Networks (L2)
1036

    
1037
a) When a new VM is created, it instantly gets connected to the Public Network
1038
   (Internet). This means it gets a public IPv4 and IPv6 and has access to the
1039
   public Internet.
1040

    
1041
b) Then each user, is able to create one or more Private Networks manually and
1042
   add VMs inside those Private Networks. Private Networks provide Layer 2
1043
   connectivity. All VMs inside a Private Network are completely isolated.
1044

    
1045
From the VM perspective, every Network corresponds to a distinct NIC. So, the
1046
above are translated as follows:
1047

    
1048
a) Every newly created VM, needs at least one NIC. This NIC, connects the VM
1049
   to the Public Network and thus should get a public IPv4 and IPv6.
1050

    
1051
b) For every Private Network, the VM gets a new NIC, which is added during the
1052
   connection of the VM to the Private Network (without an IP). This NIC should
1053
   have L2 connectivity with all other NICs connected to this Private Network.
1054

    
1055
To achieve the above, first of all, we need Network and IP Pool management support
1056
at Ganeti level, for Cyclades to be able to issue the corresponding commands.
1057

    
1058
Network @ Ganeti level
1059
~~~~~~~~~~~~~~~~~~~~~~
1060

    
1061
Currently, Ganeti does not support IP Pool management. However, we've been
1062
actively in touch with the official Ganeti team, who are reviewing a relatively
1063
big patchset that implements this functionality (you can find it at the
1064
ganeti-devel mailing list). We hope that the functionality will be merged to
1065
the Ganeti master branch soon and appear on Ganeti 2.7.
1066

    
1067
Furthermore, currently the `~okeanos service <http://okeanos.grnet.gr>`_ uses
1068
the same patchset with slight differencies on top of Ganeti 2.4.5. Cyclades
1069
0.9 are compatible with this old patchset and we do not guarantee that will
1070
work with the updated patchset sent to ganeti-devel.
1071

    
1072
We do *NOT* recommend you to apply the patchset yourself on the current Ganeti
1073
master, unless you are an experienced Cyclades and Ganeti integrator and you
1074
really know what you are doing.
1075

    
1076
Instead, be a little patient and we hope that everything will work out of the
1077
box, once the patchset makes it into the Ganeti master. When so, Cyclades will
1078
get updated to become compatible with that Ganeti version.
1079

    
1080
Network @ Physical host level
1081
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1082

    
1083
We talked about the two types of Network from the Cyclades perspective, from the
1084
VMs perspective and from Ganeti's perspective. Finally, we need to talk about
1085
the Networks from the physical (VM container) host's perspective.
1086

    
1087
If your version of Ganeti supports IP pool management, then you need to setup
1088
your physical hosts for the two types of Networks. For the second type
1089
(Private Networks), our reference installation uses a number of pre-provisioned
1090
bridges (one for each Network), which are connected to the corresponding number
1091
of pre-provisioned vlans on each physical host (node1 and node2). For the first
1092
type (Public Network), our reference installation uses routing over one
1093
preprovisioned vlan on each host (node1 and node2). It also uses the `NFDHCPD`
1094
package for dynamically serving specific public IPs managed by Ganeti.
1095

    
1096
Public Network setup
1097
--------------------
1098

    
1099
Physical hosts' public network setup
1100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1101

    
1102
The physical hosts' setup is out of the scope of this guide.
1103

    
1104
However, two common cases that you may want to consider (and choose from) are:
1105

    
1106
a) One public bridge, where all VMs' public tap interfaces will connect.
1107
b) IP-less routing over the same vlan on every host.
1108

    
1109
When you setup your physical hosts (node1 and node2) for the Public Network,
1110
then you need to inform Ganeti about the Network's IP range.
1111

    
1112
Add the public network to Ganeti
1113
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1114

    
1115
Once you have Ganeti with IP pool management up and running, you need to choose
1116
the public network for your VMs and add it to Ganeti. Let's assume, that you
1117
want to assign IPs from the ``5.6.7.0/27`` range to your new VMs, with
1118
``5.6.7.1`` as their gateway. You can add the network by running:
1119

    
1120
.. code-block:: console
1121

    
1122
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 public_network
1123

    
1124
Then, connect the network to all your nodegroups. We assume that we only have
1125
one nodegroup (``default``) in our Ganeti cluster:
1126

    
1127
.. code-block:: console
1128

    
1129
   # gnt-network connect public_network default public_link
1130

    
1131
Your new network is now ready from the Ganeti perspective. Now, we need to setup
1132
`NFDHCPD` to actually reply with the correct IPs (that Ganeti will choose for
1133
each NIC).
1134

    
1135
NFDHCPD
1136
~~~~~~~
1137

    
1138
At this point, Ganeti knows about your preferred network, it can manage the IP
1139
pool and choose a specific IP for each new VM's NIC. However, the actual
1140
assignment of the IP to the NIC is not done by Ganeti. It is done after the VM
1141
boots and its dhcp client makes a request. When this is done, `NFDHCPD` will
1142
reply to the request with Ganeti's chosen IP. So, we need to install `NFDHCPD`
1143
on all VM-capable nodes of the Ganeti cluster (node1 and node2 in our case) and
1144
connect it to Ganeti:
1145

    
1146
.. code-block:: console
1147

    
1148
   # apt-get install nfdhcpd
1149

    
1150
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1151
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1152
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1153
VMs. Once you are finished, restart the server on all nodes:
1154

    
1155
.. code-block:: console
1156

    
1157
   # /etc/init.d/nfdhcpd restart
1158

    
1159
If you are using ``ferm``, then you need to run the following:
1160

    
1161
.. code-block:: console
1162

    
1163
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1164
   # /etc/init.d/ferm restart
1165

    
1166
Now, you need to connect `NFDHCPD` with Ganeti. To do that, you need to install
1167
a custom KVM ifup script for use by Ganeti, as ``/etc/ganeti/kvm-vif-bridge``,
1168
on all VM-capable GANETI-NODEs (node1 and node2). A sample implementation is
1169
provided along with `snf-cyclades-gtools <snf-cyclades-gtools>`, that will
1170
be installed in the next sections, however you will probably need to write your
1171
own, according to your underlying network configuration.
1172

    
1173
Testing the Public Network
1174
~~~~~~~~~~~~~~~~~~~~~~~~~~
1175

    
1176
So, we have setup the bridges/vlans on the physical hosts appropriately, we have
1177
added the desired network to Ganeti, we have installed nfdhcpd and installed the
1178
appropriate ``kvm-vif-bridge`` script under ``/etc/ganeti``.
1179

    
1180
Now, it is time to test that the backend infrastracture is correctly setup for
1181
the Public Network. We assume to have used the (b) method on setting up the
1182
physical hosts. We will add a new VM, the same way we did it on the previous
1183
testing section. However, now will also add one NIC, configured to be managed
1184
from our previously defined network. Run on the GANETI-MASTER (node1):
1185

    
1186
.. code-block:: console
1187

    
1188
   # gnt-instance add -o snf-image+default --os-parameters
1189
                      img_passwd=my_vm_example_passw0rd,
1190
                      img_format=diskdump,
1191
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1192
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1193
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1194
                      --net 0:ip=pool,mode=routed,link=public_link
1195
                      testvm2
1196

    
1197
If the above returns successfully, connect to the new VM and run:
1198

    
1199
.. code-block:: console
1200

    
1201
   root@testvm2:~ # ifconfig -a
1202

    
1203
If a network interface appears with an IP from you Public Network's range
1204
(``5.6.7.0/27``) and the corresponding gateway, then you have successfully
1205
connected Ganeti with `NFDHCPD` (and ``kvm-vif-bridge`` works correctly).
1206

    
1207
Now ping the outside world. If this works too, then you have also configured
1208
correctly your physical hosts' networking.
1209

    
1210
Later, Cyclades will create the first NIC of every new VM by issuing an
1211
analogous command. The first NIC of the instance will be the NIC connected to
1212
the Public Network. The ``link`` variable will be set accordingly in the
1213
Cyclades conf files later on the guide.
1214

    
1215
Make sure everything works as expected, before proceeding with the Private
1216
Networks setup.
1217

    
1218
Private Networks setup
1219
----------------------
1220

    
1221
Physical hosts' private networks setup
1222
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1223

    
1224
At the physical host's level, it is the administrator's responsibility to
1225
configure the network appropriately, according to his/her needs (as for the
1226
Public Network).
1227

    
1228
However we propose the following setup:
1229

    
1230
For every possible Private Network we assume a pre-provisioned bridge interface
1231
exists on every host with the same name. Every Private Network will be
1232
associated with one of the pre-provisioned bridges. Then the instance's new NIC
1233
(while connecting to the Private Network) will be connected to that bridge. All
1234
instances' tap interfaces that reside in the same Private Network will be
1235
connected in the corresponding bridge of that network. Furthermore, every
1236
bridge will be connected to a corresponding vlan. So, lets assume that our
1237
Cyclades installation allows for 20 Private Networks to be setup. We should
1238
pre-provision the corresponding bridges and vlans to all the hosts. We can do
1239
this by running on all VM-capable Ganeti nodes (in our case node1 and node2):
1240

    
1241
.. code-block:: console
1242

    
1243
   # $iface=eth0
1244
   # for prv in $(seq 1 20); do
1245
	vlan=$prv
1246
	bridge=prv$prv
1247
	vconfig add $iface $vlan
1248
	ifconfig $iface.$vlan up
1249
	brctl addbr $bridge
1250
	brctl setfd $bridge 0
1251
	brctl addif $bridge $iface.$vlan
1252
	ifconfig $bridge up
1253
      done
1254

    
1255
The above will do the following (assuming ``eth0`` exists on both hosts):
1256

    
1257
 * provision 20 new bridges: ``prv1`` - ``prv20``
1258
 * provision 20 new vlans: ``eth0.1`` - ``eth0.20``
1259
 * add the corresponding vlan to the equivelant bridge
1260

    
1261
You can run ``brctl show`` on both nodes to see if everything was setup
1262
correctly.
1263

    
1264
Everything is now setup to support the 20 Cyclades Private Networks. Later,
1265
we will configure Cyclades to talk to those 20 pre-provisioned bridges.
1266

    
1267
Testing the Private Networks
1268
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1269

    
1270
To test the Private Networks, we will create two instances and put them in the
1271
same Private Network (``prv1``). This means that the instances will have a
1272
second NIC connected to the ``prv1`` pre-provisioned bridge.
1273

    
1274
We run the same command as in the Public Network testing section, but with one
1275
more argument for the second NIC:
1276

    
1277
.. code-block:: console
1278

    
1279
   # gnt-instance add -o snf-image+default --os-parameters
1280
                      img_passwd=my_vm_example_passw0rd,
1281
                      img_format=diskdump,
1282
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1283
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1284
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1285
                      --net 0:ip=pool,mode=routed,link=public_link
1286
                      --net 1:ip=none,mode=bridged,link=prv1
1287
                      testvm3
1288

    
1289
   # gnt-instance add -o snf-image+default --os-parameters
1290
                      img_passwd=my_vm_example_passw0rd,
1291
                      img_format=diskdump,
1292
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1293
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1294
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1295
                      --net 0:ip=pool,mode=routed,link=public_link
1296
                      --net 1:ip=none,mode=bridged,link=prv1
1297
                      testvm4
1298

    
1299
Above, we create two instances with their first NIC connected to the Public
1300
Network and their second NIC connected to the first Private Network (``prv1``).
1301
Now, connect to the instances using VNC and make sure everything works as
1302
expected:
1303

    
1304
a) The instances have access to the public internet through their first eth
1305
   interface (``eth0``), which has been automatically assigned a public IP.
1306

    
1307
b) Setup the second eth interface of the instances (``eth1``), by assigning two
1308
   different private IPs (e.g.: ``10.0.0.1`` and ``10.0.0.2``) and the
1309
   corresponding netmask. If they ``ping`` each other successfully, then
1310
   the Private Network works.
1311

    
1312
Repeat the procedure with more instances connected in different Private Networks
1313
(``prv{1-20}``), by adding more NICs on each instance. e.g.: We add an instance
1314
connected to the Public Network and Private Networks 1, 3 and 19:
1315

    
1316
.. code-block:: console
1317

    
1318
   # gnt-instance add -o snf-image+default --os-parameters
1319
                      img_passwd=my_vm_example_passw0rd,
1320
                      img_format=diskdump,
1321
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1322
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1323
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1324
                      --net 0:ip=pool,mode=routed,link=public_link
1325
                      --net 1:ip=none,mode=bridged,link=prv1
1326
                      --net 2:ip=none,mode=bridged,link=prv3
1327
                      --net 3:ip=none,mode=bridged,link=prv19
1328
                      testvm5
1329

    
1330
If everything works as expected, then you have finished the Network Setup at the
1331
backend for both types of Networks (Public & Private).
1332

    
1333
.. _rapi-user:
1334

    
1335
Synnefo RAPI user
1336
-----------------
1337

    
1338
As a last step before installing Cyclades, create a new RAPI user that will
1339
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1340
so we will call the user ``cyclades``. You can do this, by editting the file
1341
``/var/lib/ganeti/rapi/users`` and adding the line:
1342

    
1343
.. code-block:: console
1344

    
1345
   cyclades {HA1}a62c-example_hash_here-6f0436ddb write
1346

    
1347
More about Ganeti's RAPI users `here.
1348
<http://docs.ganeti.org/ganeti/2.5/html/rapi.html#introduction>`_
1349

    
1350
You have now finished with all needed Prerequisites for Cyclades (and
1351
Plankton). Let's move on to the actual Cyclades installation.
1352

    
1353

    
1354
Installation of Cyclades (and Plankton) on node1
1355
================================================
1356

    
1357
This section describes the installation of Cyclades. Cyclades is Synnefo's
1358
Compute service. Plankton (the Image Registry service) will get installed
1359
automatically along with Cyclades, because it is contained in the same Synnefo
1360
component right now.
1361

    
1362

    
1363
.. _cyclades-install-vncauthproxy:
1364

    
1365
vncauthproxy
1366
------------
1367

    
1368
To support OOB console access to the VMs over VNC, the vncauthproxy
1369
daemon must be running on every :ref:`APISERVER <APISERVER_NODE>` node.
1370

    
1371
.. note:: The Debian package for vncauthproxy undertakes all configuration
1372
   automatically.
1373

    
1374
Download and install the latest vncauthproxy from its own repository,
1375
at `https://code.grnet.gr/git/vncauthproxy`, or a specific commit:
1376

    
1377
.. code-block:: console
1378

    
1379
    $ bin/pip install -e git+https://code.grnet.gr/git/vncauthproxy@INSERT_COMMIT_HERE#egg=vncauthproxy
1380

    
1381
Create ``/var/log/vncauthproxy`` and set its permissions appropriately.
1382

    
1383
Alternatively, build and install Debian packages.
1384

    
1385
.. code-block:: console
1386

    
1387
    $ git checkout debian
1388
    $ dpkg-buildpackage -b -uc -us
1389
    # dpkg -i ../vncauthproxy_1.0-1_all.deb
1390

    
1391
.. warning::
1392
    **Failure to build the package on the Mac.**
1393

    
1394
    ``libevent``, a requirement for gevent which in turn is a requirement for
1395
    vncauthproxy is not included in `MacOSX` by default and installing it with
1396
    MacPorts does not lead to a version that can be found by the gevent
1397
    build process. A quick workaround is to execute the following commands::
1398

    
1399
        $ cd $SYNNEFO
1400
        $ sudo pip install -e git+https://code.grnet.gr/git/vncauthproxy@5a196d8481e171a#egg=vncauthproxy
1401
        <the above fails>
1402
        $ cd build/gevent
1403
        $ sudo python setup.py -I/opt/local/include -L/opt/local/lib build
1404
        $ cd $SYNNEFO
1405
        $ sudo pip install -e git+https://code.grnet.gr/git/vncauthproxy@5a196d8481e171a#egg=vncauthproxy
1406

    
1407
.. todo:: Mention vncauthproxy bug, snf-vncauthproxy, inability to install using pip
1408
.. todo:: kpap: fix installation commands
1409

    
1410

    
1411
Configuration of Cyclades (and Plankton)
1412
========================================
1413

    
1414
This section targets the configuration of the prerequisites for cyclades,
1415
and the configuration of the associated synnefo software components.
1416

    
1417
synnefo components
1418
------------------
1419

    
1420
cyclades uses :ref:`snf-common <snf-common>` for settings.
1421
Please refer to the configuration sections of
1422
:ref:`snf-webproject <snf-webproject>`,
1423
:ref:`snf-cyclades-app <snf-cyclades-app>`,
1424
:ref:`snf-cyclades-gtools <snf-cyclades-gtools>` for more
1425
information on their configuration.
1426

    
1427
Ganeti
1428
~~~~~~
1429

    
1430
Set ``GANETI_NODES``, ``GANETI_MASTER_IP``, ``GANETI_CLUSTER_INFO`` based on
1431
your :ref:`Ganeti installation <cyclades-install-ganeti>` and change the
1432
`BACKEND_PREFIX_ID`` setting, using an custom ``PREFIX_ID``.
1433

    
1434
Database
1435
~~~~~~~~
1436

    
1437
Once all components are installed and configured,
1438
initialize the Django DB:
1439

    
1440
.. code-block:: console
1441

    
1442
   $ snf-manage syncdb
1443
   $ snf-manage migrate
1444

    
1445
and load fixtures ``{users, flavors, images}``,
1446
which make the API usable by end users by defining a sample set of users,
1447
hardware configurations (flavors) and OS images:
1448

    
1449
.. code-block:: console
1450

    
1451
   $ snf-manage loaddata /path/to/users.json
1452
   $ snf-manage loaddata flavors
1453
   $ snf-manage loaddata images
1454

    
1455
.. warning::
1456
    Be sure to load a custom users.json and select a unique token
1457
    for each of the initial and any other users defined in this file.
1458
    **DO NOT LEAVE THE SAMPLE AUTHENTICATION TOKENS** enabled in deployed
1459
    configurations.
1460

    
1461
sample users.json file:
1462

    
1463
.. literalinclude:: ../../synnefo/db/fixtures/users.json
1464

    
1465
`download <../_static/users.json>`_
1466

    
1467
RabbitMQ
1468
~~~~~~~~
1469

    
1470
Change ``RABBIT_*`` settings to match your :ref:`RabbitMQ setup
1471
<cyclades-install-rabbitmq>`.
1472

    
1473
.. include:: ../../Changelog
1474

    
1475

    
1476
Testing of Cyclades (and Plankton)
1477
==================================
1478

    
1479

    
1480
General Testing
1481
===============
1482

    
1483

    
1484
Notes
1485
=====