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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
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======================================
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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
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contained in the same software component. Furthermore, we will install all
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services in the first physical node, except Pithos+ which will be installed in
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the second, due to a conflict between the snf-pithos-app and snf-cyclades-app
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component (scheduled to be fixed in the next version).
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For the rest of the documentation we will refer to the first physical node as
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"node1" and the second as "node2". We will also assume that their domain names
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are "node1.example.com" and "node2.example.com" and their IPs are "4.3.2.1" and
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"4.3.2.2" respectively.
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.. note:: It is import that the two machines are under the same domain name.
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    If they are not, you can do this by editting the file ``/etc/hosts``
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    on both machines, and add the following lines:
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    .. code-block:: console
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        4.3.2.1     node1.example.com
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        4.3.2.2     node2.example.com
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General Prerequisites
53
=====================
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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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| ``deb http://apt.dev.grnet.gr squeeze-backports main``
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and import the repo's GPG key:
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| ``curl https://dev.grnet.gr/files/apt-grnetdev.pub | apt-key add -``
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Also add the following line to enable the ``squeeze-backports`` repository,
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which may provide more recent versions of certain packages. The repository
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is deactivated by default and must be specified expicitly in ``apt-get``
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operations:
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| ``deb http://backports.debian.org/debian-backports squeeze-backports 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 (be sure to set no_root_squash flag). Node2 has this directory
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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
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section.
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Finally, it is required for Cyclades and Ganeti nodes to have synchronized
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system clocks (e.g. by running ntpd).
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Node1
94
-----
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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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 * ntp (NTP daemon)
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You can install apache2, progresql and ntp by running:
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.. code-block:: console
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   # apt-get install apache2 postgresql ntp
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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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To install RabbitMQ>=2.8.4, use the RabbitMQ APT repository by adding the
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following line to ``/etc/apt/sources.list``:
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.. code-block:: console
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  deb http://www.rabbitmq.com/debian testing main
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Add RabbitMQ public key, to trusted key list:
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.. code-block:: console
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  # wget http://www.rabbitmq.com/rabbitmq-signing-key-public.asc
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  # apt-key add rabbitmq-signing-key-public.asc
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Finally, to install the package run:
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.. code-block:: console
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  # apt-get update
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  # apt-get install rabbitmq-server
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Database setup
147
~~~~~~~~~~~~~~
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On node1, we create a database called ``snf_apps``, that will host all django
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apps related tables. We also create the user ``synnefo`` and grant him all
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privileges on the database. We do this by running:
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.. code-block:: console
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   root@node1:~ # su - postgres
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   postgres@node1:~ $ psql
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   postgres=# CREATE DATABASE snf_apps WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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   postgres=# CREATE USER synnefo WITH PASSWORD 'example_passw0rd';
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   postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_apps TO synnefo;
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We also create the database ``snf_pithos`` needed by the pithos+ backend and
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grant the ``synnefo`` user all privileges on the database. This database could
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be created on node2 instead, but we do it on node1 for simplicity. We will
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create all needed databases on node1 and then node2 will connect to them.
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.. code-block:: console
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   postgres=# CREATE DATABASE snf_pithos WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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   postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_pithos TO synnefo;
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Configure the database to listen to all network interfaces. You can do this by
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editting the file ``/etc/postgresql/8.4/main/postgresql.conf`` and change
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``listen_addresses`` to ``'*'`` :
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.. code-block:: console
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   listen_addresses = '*'
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Furthermore, edit ``/etc/postgresql/8.4/main/pg_hba.conf`` to allow node1 and
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node2 to connect to the database. Add the following lines under ``#IPv4 local
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connections:`` :
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.. code-block:: console
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   host		all	all	4.3.2.1/32	md5
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   host		all	all	4.3.2.2/32	md5
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Make sure to substitute "4.3.2.1" and "4.3.2.2" with node1's and node2's
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actual IPs. Now, restart the server to apply the changes:
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.. code-block:: console
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   # /etc/init.d/postgresql restart
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Gunicorn setup
196
~~~~~~~~~~~~~~
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Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following:
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.. code-block:: console
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   CONFIG = {
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    'mode': 'django',
204
    'environment': {
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      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
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    },
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    'working_dir': '/etc/synnefo',
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    'user': 'www-data',
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    'group': 'www-data',
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    'args': (
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      '--bind=127.0.0.1:8080',
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      '--workers=8',
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      '--log-level=debug',
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    ),
215
   }
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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
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    installation of astakos. If the server is running::
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       # /etc/init.d/gunicorn stop
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223
Apache2 setup
224
~~~~~~~~~~~~~
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226
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>
232
     ServerName node1.example.com
233

    
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     RewriteEngine On
235
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
236
     RewriteRule ^(.*)$ - [F,L]
237
     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
238
   </VirtualHost>
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Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
241
containing the following:
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.. code-block:: console
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   <IfModule mod_ssl.c>
246
   <VirtualHost _default_:443>
247
     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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258
     <Proxy * >
259
       Order allow,deny
260
       Allow from all
261
     </Proxy>
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     SetEnv                proxy-sendchunked
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     SSLProxyEngine        off
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     ProxyErrorOverride    off
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267
     ProxyPass        /static !
268
     ProxyPass        / http://localhost:8080/ retry=0
269
     ProxyPassReverse / http://localhost:8080/
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271
     RewriteEngine On
272
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
273
     RewriteRule ^(.*)$ - [F,L]
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275
     SSLEngine on
276
     SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
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     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
278
   </VirtualHost>
279
   </IfModule>
280

    
281
Now enable sites and modules by running:
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283
.. code-block:: console
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   # a2enmod ssl
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   # a2enmod rewrite
287
   # a2dissite default
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   # a2ensite synnefo
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   # a2ensite synnefo-ssl
290
   # a2enmod headers
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   # a2enmod proxy_http
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.. warning:: Do NOT start/restart the server yet. If the server is running::
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295
       # /etc/init.d/apache2 stop
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297
.. _rabbitmq-setup:
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299
Message Queue setup
300
~~~~~~~~~~~~~~~~~~~
301

    
302
The message queue will run on node1, so we need to create the appropriate
303
rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
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exchanges:
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306
.. code-block:: console
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308
   # rabbitmqctl add_user synnefo "example_rabbitmq_passw0rd"
309
   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
310

    
311
We do not need to initialize the exchanges. This will be done automatically,
312
during the Cyclades setup.
313

    
314
Pithos+ data directory setup
315
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
316

    
317
As mentioned in the General Prerequisites section, there is a directory called
318
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
319
directory inside it:
320

    
321
.. code-block:: console
322

    
323
   # cd /srv/pithos
324
   # mkdir data
325
   # chown www-data:www-data data
326
   # chmod g+ws data
327

    
328
You are now ready with all general prerequisites concerning node1. Let's go to
329
node2.
330

    
331
Node2
332
-----
333

    
334
General Synnefo dependencies
335
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
336

    
337
 * apache (http server)
338
 * gunicorn (WSGI http server)
339
 * postgresql (database)
340
 * ntp (NTP daemon)
341

    
342
You can install the above by running:
343

    
344
.. code-block:: console
345

    
346
   # apt-get install apache2 postgresql ntp
347

    
348
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
349
the official debian backports:
350

    
351
.. code-block:: console
352

    
353
   # apt-get -t squeeze-backports install gunicorn
354

    
355
Node2 will connect to the databases on node1, so you will also need the
356
python-psycopg2 package:
357

    
358
.. code-block:: console
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360
   # apt-get install python-psycopg2
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362
Database setup
363
~~~~~~~~~~~~~~
364

    
365
All databases have been created and setup on node1, so we do not need to take
366
any action here. From node2, we will just connect to them. When you get familiar
367
with the software you may choose to run different databases on different nodes,
368
for performance/scalability/redundancy reasons, but those kind of setups are out
369
of the purpose of this guide.
370

    
371
Gunicorn setup
372
~~~~~~~~~~~~~~
373

    
374
Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following
375
(same contents as in node1; you can just copy/paste the file):
376

    
377
.. code-block:: console
378

    
379
   CONFIG = {
380
    'mode': 'django',
381
    'environment': {
382
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
383
    },
384
    'working_dir': '/etc/synnefo',
385
    'user': 'www-data',
386
    'group': 'www-data',
387
    'args': (
388
      '--bind=127.0.0.1:8080',
389
      '--workers=4',
390
      '--log-level=debug',
391
      '--timeout=43200'
392
    ),
393
   }
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395
.. 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
397
    installation of astakos. If the server is running::
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399
       # /etc/init.d/gunicorn stop
400

    
401
Apache2 setup
402
~~~~~~~~~~~~~
403

    
404
Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
405
the following:
406

    
407
.. code-block:: console
408

    
409
   <VirtualHost *:80>
410
     ServerName node2.example.com
411

    
412
     RewriteEngine On
413
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
414
     RewriteRule ^(.*)$ - [F,L]
415
     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
416
   </VirtualHost>
417

    
418
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
419
containing the following:
420

    
421
.. code-block:: console
422

    
423
   <IfModule mod_ssl.c>
424
   <VirtualHost _default_:443>
425
     ServerName node2.example.com
426

    
427
     Alias /static "/usr/share/synnefo/static"
428

    
429
     SetEnv no-gzip
430
     SetEnv dont-vary
431
     AllowEncodedSlashes On
432

    
433
     RequestHeader set X-Forwarded-Protocol "https"
434

    
435
     <Proxy * >
436
       Order allow,deny
437
       Allow from all
438
     </Proxy>
439

    
440
     SetEnv                proxy-sendchunked
441
     SSLProxyEngine        off
442
     ProxyErrorOverride    off
443

    
444
     ProxyPass        /static !
445
     ProxyPass        / http://localhost:8080/ retry=0
446
     ProxyPassReverse / http://localhost:8080/
447

    
448
     SSLEngine on
449
     SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
450
     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
451
   </VirtualHost>
452
   </IfModule>
453

    
454
As in node1, enable sites and modules by running:
455

    
456
.. code-block:: console
457

    
458
   # a2enmod ssl
459
   # a2enmod rewrite
460
   # a2dissite default
461
   # a2ensite synnefo
462
   # a2ensite synnefo-ssl
463
   # a2enmod headers
464
   # a2enmod proxy_http
465

    
466
.. warning:: Do NOT start/restart the server yet. If the server is running::
467

    
468
       # /etc/init.d/apache2 stop
469

    
470
We are now ready with all general prerequisites for node2. Now that we have
471
finished with all general prerequisites for both nodes, we can start installing
472
the services. First, let's install Astakos on node1.
473

    
474

    
475
Installation of Astakos on node1
476
================================
477

    
478
To install astakos, grab the package from our repository (make sure  you made
479
the additions needed in your ``/etc/apt/sources.list`` file, as described
480
previously), by running:
481

    
482
.. code-block:: console
483

    
484
   # apt-get install snf-astakos-app
485

    
486
After successful installation of snf-astakos-app, make sure that also
487
snf-webproject has been installed (marked as "Recommended" package). By default
488
Debian installs "Recommended" packages, but if you have changed your
489
configuration and the package didn't install automatically, you should
490
explicitly install it manually running:
491

    
492
.. code-block:: console
493

    
494
   # apt-get install snf-webproject
495

    
496
The reason snf-webproject is "Recommended" and not a hard dependency, is to give
497
the experienced administrator the ability to install synnefo in a custom made
498
django project. This corner case concerns only very advanced users that know
499
what they are doing and want to experiment with synnefo.
500

    
501

    
502
.. _conf-astakos:
503

    
504
Configuration of Astakos
505
========================
506

    
507
Conf Files
508
----------
509

    
510
After astakos is successfully installed, you will find the directory
511
``/etc/synnefo`` and some configuration files inside it. The files contain
512
commented configuration options, which are the default options. While installing
513
new snf-* components, new configuration files will appear inside the directory.
514
In this guide (and for all services), we will edit only the minimum necessary
515
configuration options, to reflect our setup. Everything else will remain as is.
516

    
517
After getting familiar with synnefo, you will be able to customize the software
518
as you wish and fits your needs. Many options are available, to empower the
519
administrator with extensively customizable setups.
520

    
521
For the snf-webproject component (installed as an astakos dependency), we
522
need the following:
523

    
524
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
525
uncomment and edit the ``DATABASES`` block to reflect our database:
526

    
527
.. code-block:: console
528

    
529
   DATABASES = {
530
    'default': {
531
        # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
532
        'ENGINE': 'postgresql_psycopg2',
533
         # ATTENTION: This *must* be the absolute path if using sqlite3.
534
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
535
        'NAME': 'snf_apps',
536
        'USER': 'synnefo',                      # Not used with sqlite3.
537
        'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
538
        # Set to empty string for localhost. Not used with sqlite3.
539
        'HOST': '4.3.2.1',
540
        # Set to empty string for default. Not used with sqlite3.
541
        'PORT': '5432',
542
    }
543
   }
544

    
545
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
546
``SECRET_KEY``. This is a django specific setting which is used to provide a
547
seed in secret-key hashing algorithms. Set this to a random string of your
548
choise and keep it private:
549

    
550
.. code-block:: console
551

    
552
   SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
553

    
554
For astakos specific configuration, edit the following options in
555
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
556

    
557
.. code-block:: console
558

    
559
   ASTAKOS_DEFAULT_ADMIN_EMAIL = None
560

    
561
   ASTAKOS_COOKIE_DOMAIN = '.example.com'
562

    
563
   ASTAKOS_BASEURL = 'https://node1.example.com'
564

    
565
The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our domain (for all
566
services). ``ASTAKOS_BASEURL`` is the astakos home page.
567

    
568
``ASTAKOS_DEFAULT_ADMIN_EMAIL`` refers to the administrator's email.
569
Every time a new account is created a notification is sent to this email.
570
For this we need access to a running mail server, so we have disabled
571
it for now by setting its value to None. For more informations on this,
572
read the relative :ref:`section <mail-server>`.
573

    
574
.. note:: For the purpose of this guide, we don't enable recaptcha authentication.
575
    If you would like to enable it, you have to edit the following options:
576

    
577
    .. code-block:: console
578

    
579
        ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
580
        ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
581
        ASTAKOS_RECAPTCHA_USE_SSL = True
582
        ASTAKOS_RECAPTCHA_ENABLED = True
583

    
584
    For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
585
    go to https://www.google.com/recaptcha/admin/create and create your own pair.
586

    
587
Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` :
588

    
589
.. code-block:: console
590

    
591
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
592

    
593
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
594

    
595
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
596

    
597
Those settings have to do with the black cloudbar endpoints and will be described
598
in more detail later on in this guide. For now, just edit the domain to point at
599
node1 which is where we have installed Astakos.
600

    
601
If you are an advanced user and want to use the Shibboleth Authentication method,
602
read the relative :ref:`section <shibboleth-auth>`.
603

    
604
.. note:: Because Cyclades and Astakos are running on the same machine
605
    in our example, we have to deactivate the CSRF verification. We can do so
606
    by adding to
607
    ``/etc/synnefo/99-local.conf``:
608

    
609
    .. code-block:: console
610

    
611
        MIDDLEWARE_CLASSES.remove('django.middleware.csrf.CsrfViewMiddleware')
612
        TEMPLATE_CONTEXT_PROCESSORS.remove('django.core.context_processors.csrf')
613

    
614
Enable Pooling
615
--------------
616

    
617
This section can be bypassed, but we strongly recommend you apply the following,
618
since they result in a significant performance boost.
619

    
620
Synnefo includes a pooling DBAPI driver for PostgreSQL, as a thin wrapper
621
around Psycopg2. This allows independent Django requests to reuse pooled DB
622
connections, with significant performance gains.
623

    
624
To use, first monkey-patch psycopg2. For Django, run this before the
625
``DATABASES`` setting in ``/etc/synnefo/10-snf-webproject-database.conf``:
626

    
627
.. code-block:: console
628

    
629
   from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
630
   monkey_patch_psycopg2()
631

    
632
If running with greenlets, we should modify psycopg2 behavior, so it works
633
properly in a greenlet context:
634

    
635
.. code-block:: console
636

    
637
   from synnefo.lib.db.psyco_gevent import make_psycopg_green
638
   make_psycopg_green()
639

    
640
Use the Psycopg2 driver as usual. For Django, this means using
641
``django.db.backends.postgresql_psycopg2`` without any modifications. To enable
642
connection pooling, pass a nonzero ``synnefo_poolsize`` option to the DBAPI
643
driver, through ``DATABASES.OPTIONS`` in django.
644

    
645
All the above will result in an ``/etc/synnefo/10-snf-webproject-database.conf``
646
file that looks like this:
647

    
648
.. code-block:: console
649

    
650
   # Monkey-patch psycopg2
651
   from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
652
   monkey_patch_psycopg2()
653

    
654
   # If running with greenlets
655
   from synnefo.lib.db.psyco_gevent import make_psycopg_green
656
   make_psycopg_green()
657

    
658
   DATABASES = {
659
    'default': {
660
        # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
661
        'ENGINE': 'postgresql_psycopg2',
662
        'OPTIONS': {'synnefo_poolsize': 8},
663

    
664
         # ATTENTION: This *must* be the absolute path if using sqlite3.
665
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
666
        'NAME': 'snf_apps',
667
        'USER': 'synnefo',                      # Not used with sqlite3.
668
        'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
669
        # Set to empty string for localhost. Not used with sqlite3.
670
        'HOST': '4.3.2.1',
671
        # Set to empty string for default. Not used with sqlite3.
672
        'PORT': '5432',
673
    }
674
   }
675

    
676
Database Initialization
677
-----------------------
678

    
679
After configuration is done, we initialize the database by running:
680

    
681
.. code-block:: console
682

    
683
   # snf-manage syncdb
684

    
685
At this example we don't need to create a django superuser, so we select
686
``[no]`` to the question. After a successful sync, we run the migration needed
687
for astakos:
688

    
689
.. code-block:: console
690

    
691
   # snf-manage migrate im
692

    
693
Then, we load the pre-defined user groups
694

    
695
.. code-block:: console
696

    
697
   # snf-manage loaddata groups
698

    
699
.. _services-reg:
700

    
701
Services Registration
702
---------------------
703

    
704
When the database is ready, we configure the elements of the Astakos cloudbar,
705
to point to our future services:
706

    
707
.. code-block:: console
708

    
709
   # snf-manage service-add "~okeanos home" https://node1.example.com/im/ home-icon.png
710
   # snf-manage service-add "cyclades" https://node1.example.com/ui/
711
   # snf-manage service-add "pithos+" https://node2.example.com/ui/
712

    
713
Servers Initialization
714
----------------------
715

    
716
Finally, we initialize the servers on node1:
717

    
718
.. code-block:: console
719

    
720
   root@node1:~ # /etc/init.d/gunicorn restart
721
   root@node1:~ # /etc/init.d/apache2 restart
722

    
723
We have now finished the Astakos setup. Let's test it now.
724

    
725

    
726
Testing of Astakos
727
==================
728

    
729
Open your favorite browser and go to:
730

    
731
``http://node1.example.com/im``
732

    
733
If this redirects you to ``https://node1.example.com/im`` and you can see
734
the "welcome" door of Astakos, then you have successfully setup Astakos.
735

    
736
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
737
and fill all your data at the sign up form. Then click "SUBMIT". You should now
738
see a green box on the top, which informs you that you made a successful request
739
and the request has been sent to the administrators. So far so good, let's assume
740
that you created the user with username ``user@example.com``.
741

    
742
Now we need to activate that user. Return to a command prompt at node1 and run:
743

    
744
.. code-block:: console
745

    
746
   root@node1:~ # snf-manage user-list
747

    
748
This command should show you a list with only one user; the one we just created.
749
This user should have an id with a value of ``1``. It should also have an
750
"active" status with the value of ``0`` (inactive). Now run:
751

    
752
.. code-block:: console
753

    
754
   root@node1:~ # snf-manage user-update --set-active 1
755

    
756
This modifies the active value to ``1``, and actually activates the user.
757
When running in production, the activation is done automatically with different
758
types of moderation, that Astakos supports. You can see the moderation methods
759
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
760
documentation. In production, you can also manually activate a user, by sending
761
him/her an activation email. See how to do this at the :ref:`User
762
activation <user_activation>` section.
763

    
764
Now let's go back to the homepage. Open ``http://node1.example.com/im`` with
765
your browser again. Try to sign in using your new credentials. If the astakos
766
menu appears and you can see your profile, then you have successfully setup
767
Astakos.
768

    
769
Let's continue to install Pithos+ now.
770

    
771

    
772
Installation of Pithos+ on node2
773
================================
774

    
775
To install pithos+, grab the packages from our repository (make sure  you made
776
the additions needed in your ``/etc/apt/sources.list`` file, as described
777
previously), by running:
778

    
779
.. code-block:: console
780

    
781
   # apt-get install snf-pithos-app
782

    
783
After successful installation of snf-pithos-app, make sure that also
784
snf-webproject has been installed (marked as "Recommended" package). Refer to
785
the "Installation of Astakos on node1" section, if you don't remember why this
786
should happen. Now, install the pithos web interface:
787

    
788
.. code-block:: console
789

    
790
   # apt-get install snf-pithos-webclient
791

    
792
This package provides the standalone pithos web client. The web client is the
793
web UI for pithos+ and will be accessible by clicking "pithos+" on the Astakos
794
interface's cloudbar, at the top of the Astakos homepage.
795

    
796

    
797
.. _conf-pithos:
798

    
799
Configuration of Pithos+
800
========================
801

    
802
Conf Files
803
----------
804

    
805
After pithos+ is successfully installed, you will find the directory
806
``/etc/synnefo`` and some configuration files inside it, as you did in node1
807
after installation of astakos. Here, you will not have to change anything that
808
has to do with snf-common or snf-webproject. Everything is set at node1. You
809
only need to change settings that have to do with pithos+. Specifically:
810

    
811
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
812
this options:
813

    
814
.. code-block:: console
815

    
816
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
817

    
818
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
819

    
820
   PITHOS_AUTHENTICATION_URL = 'https://node1.example.com/im/authenticate'
821
   PITHOS_AUTHENTICATION_USERS = None
822

    
823
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w=='
824
   PITHOS_USER_CATALOG_URL = 'http://node1.example.com/user_catalogs'
825
   PITHOS_USER_FEEDBACK_URL = 'http://node1.example.com/feedback'
826
   PITHOS_USER_LOGIN_URL = 'http://node1.example.com/login'
827

    
828

    
829
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ app where to
830
find the pithos+ backend database. Above we tell pithos+ that its database is
831
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
832
``example_passw0rd``.  All those settings where setup during node1's "Database
833
setup" section.
834

    
835
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ app where to find
836
the pithos+ backend data. Above we tell pithos+ to store its data under
837
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
838
directory at node1's "Pithos+ data directory setup" section.
839

    
840
The ``PITHOS_AUTHENTICATION_URL`` option tells to the pithos+ app in which URI
841
is available the astakos authentication api. If not set, pithos+ tries to
842
authenticate using the ``PITHOS_AUTHENTICATION_USERS`` user pool.
843

    
844
The ``PITHOS_SERVICE_TOKEN`` should be the Pithos+ token returned by running on
845
the Astakos node (node1 in our case):
846

    
847
.. code-block:: console
848

    
849
   # snf-manage service-list
850

    
851
The token has been generated automatically during the :ref:`Pithos+ service
852
registration <services-reg>`.
853

    
854
Then we need to setup the web UI and connect it to astakos. To do so, edit
855
``/etc/synnefo/20-snf-pithos-webclient-settings.conf``:
856

    
857
.. code-block:: console
858

    
859
   PITHOS_UI_LOGIN_URL = "https://node1.example.com/im/login?next="
860
   PITHOS_UI_FEEDBACK_URL = "https://node2.example.com/feedback"
861

    
862
The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if
863
you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the
864
pithos+ feedback form. Astakos already provides a generic feedback form for all
865
services, so we use this one.
866

    
867
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
868
pithos+ web UI with the astakos web UI (through the top cloudbar):
869

    
870
.. code-block:: console
871

    
872
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
873
   PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = '3'
874
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
875
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
876

    
877
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
878
cloudbar.
879

    
880
The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` points to an already registered
881
Astakos service. You can see all :ref:`registered services <services-reg>` by
882
running on the Astakos node (node1):
883

    
884
.. code-block:: console
885

    
886
   # snf-manage service-list
887

    
888
The value of ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` should be the pithos service's
889
``id`` as shown by the above command, in our case ``3``.
890

    
891
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
892
pithos+ web client to get from astakos all the information needed to fill its
893
own cloudbar. So we put our astakos deployment urls there.
894

    
895
Pooling and Greenlets
896
---------------------
897

    
898
Pithos is pooling-ready without the need of further configuration, because it
899
doesn't use a Django DB. It pools HTTP connections to Astakos and pithos
900
backend objects for access to the Pithos DB.
901

    
902
However, as in Astakos, if running with Greenlets, it is also recommended to
903
modify psycopg2 behavior so it works properly in a greenlet context. This means
904
adding the following lines at the top of your
905
``/etc/synnefo/10-snf-webproject-database.conf`` file:
906

    
907
.. code-block:: console
908

    
909
   from synnefo.lib.db.psyco_gevent import make_psycopg_green
910
   make_psycopg_green()
911

    
912
Furthermore, add the ``--worker-class=gevent`` argument on your
913
``/etc/gunicorn.d/synnefo`` configuration file. The file should look something like
914
this:
915

    
916
.. code-block:: console
917

    
918
   CONFIG = {
919
    'mode': 'django',
920
    'environment': {
921
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
922
    },
923
    'working_dir': '/etc/synnefo',
924
    'user': 'www-data',
925
    'group': 'www-data',
926
    'args': (
927
      '--bind=127.0.0.1:8080',
928
      '--workers=4',
929
      '--worker-class=gevent',
930
      '--log-level=debug',
931
      '--timeout=43200'
932
    ),
933
   }
934

    
935
Servers Initialization
936
----------------------
937

    
938
After configuration is done, we initialize the servers on node2:
939

    
940
.. code-block:: console
941

    
942
   root@node2:~ # /etc/init.d/gunicorn restart
943
   root@node2:~ # /etc/init.d/apache2 restart
944

    
945
You have now finished the Pithos+ setup. Let's test it now.
946

    
947

    
948
Testing of Pithos+
949
==================
950

    
951
Open your browser and go to the Astakos homepage:
952

    
953
``http://node1.example.com/im``
954

    
955
Login, and you will see your profile page. Now, click the "pithos+" link on the
956
top black cloudbar. If everything was setup correctly, this will redirect you
957
to:
958

    
959
``https://node2.example.com/ui``
960

    
961
and you will see the blue interface of the Pithos+ application.  Click the
962
orange "Upload" button and upload your first file. If the file gets uploaded
963
successfully, then this is your first sign of a successful Pithos+ installation.
964
Go ahead and experiment with the interface to make sure everything works
965
correctly.
966

    
967
You can also use the Pithos+ clients to sync data from your Windows PC or MAC.
968

    
969
If you don't stumble on any problems, then you have successfully installed
970
Pithos+, which you can use as a standalone File Storage Service.
971

    
972
If you would like to do more, such as:
973

    
974
 * Spawning VMs
975
 * Spawning VMs from Images stored on Pithos+
976
 * Uploading your custom Images to Pithos+
977
 * Spawning VMs from those custom Images
978
 * Registering existing Pithos+ files as Images
979
 * Connect VMs to the Internet
980
 * Create Private Networks
981
 * Add VMs to Private Networks
982

    
983
please continue with the rest of the guide.
984

    
985

    
986
Cyclades (and Plankton) Prerequisites
987
=====================================
988

    
989
Before proceeding with the Cyclades (and Plankton) installation, make sure you
990
have successfully set up Astakos and Pithos+ first, because Cyclades depends
991
on them. If you don't have a working Astakos and Pithos+ installation yet,
992
please return to the :ref:`top <quick-install-admin-guide>` of this guide.
993

    
994
Besides Astakos and Pithos+, you will also need a number of additional working
995
prerequisites, before you start the Cyclades installation.
996

    
997
Ganeti
998
------
999

    
1000
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
1001
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
1002
Please refer to the
1003
`ganeti documentation <http://docs.ganeti.org/ganeti/2.5/html>`_ for all the
1004
gory details. A successful Ganeti installation concludes with a working
1005
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
1006
<GANETI_NODES>`.
1007

    
1008
The above Ganeti cluster can run on different physical machines than node1 and
1009
node2 and can scale independently, according to your needs.
1010

    
1011
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
1012
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
1013
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
1014

    
1015
We highly recommend that you read the official Ganeti documentation, if you are
1016
not familiar with Ganeti. If you are extremely impatient, you can result with
1017
the above assumed setup by running on both nodes:
1018

    
1019
.. code-block:: console
1020

    
1021
   # apt-get install -t squeeze-backports ganeti2 ganeti-htools
1022
   # modprobe drbd minor_count=255 usermode_helper=/bin/true
1023

    
1024
Unfortunatelly, stock Ganeti doesn't support IP pool management yet (we are
1025
working hard to merge it upstream for Ganeti 2.7). Synnefo depends on the IP
1026
pool functionality of Ganeti, so you have to use GRNET's patches for now. To
1027
do so you have to build your own package from source. Please clone our local
1028
repo:
1029

    
1030
.. code-block:: console
1031

    
1032
   # git clone https://code.grnet.gr/git/ganeti-local
1033
   # cd ganeti-local
1034
   # git checkout stable-2.6-ippool-hotplug-esi
1035
   # git checkout debian-2.6
1036

    
1037
Then please check if you can complile ganeti:
1038

    
1039
.. code-block:: console
1040

    
1041
   # cd ganeti-local
1042
   # ./automake.sh
1043
   # ./configure
1044
   # make
1045

    
1046
To do so you must have a correct build environment. Please refer to INSTALL
1047
file in the source tree. Most of the packages needed are refered here:
1048

    
1049
.. code-block:: console
1050

    
1051
   #  apt-get install graphviz automake lvm2 ssh bridge-utils iproute iputils-arping \
1052
                      ndisc6 python python-pyopenssl openssl \
1053
                      python-pyparsing python-simplejson \
1054
                      python-pyinotify python-pycurl socat \
1055
                      python-elementtree kvm qemu-kvm \
1056
                      ghc6 libghc6-json-dev libghc6-network-dev \
1057
                      libghc6-parallel-dev libghc6-curl-dev \
1058
                      libghc-quickcheck2-dev hscolour hlint
1059
                      python-support python-paramiko \
1060
                      python-fdsend python-ipaddr python-bitarray libjs-jquery fping pandoc
1061

    
1062
Now lets try to build the package:
1063

    
1064
.. code-block:: console
1065

    
1066
   # apt-get install git-buildpackage
1067
   # mkdir ../build-area
1068
   # git-buildpackage --git-upstream-branch=stable-2.6-ippool-hotplug-esi \
1069
                   --git-debian-branch=debian-2.6 \
1070
                   --git-export=INDEX \
1071
                   --git-ignore-new
1072

    
1073
To be able to sign the packages a key must be found in the system to comply to the
1074
name and email of the last debian/changelog entry in debian branch. Please note
1075
that signing is optional.
1076

    
1077
This will create two deb packages in build-area. You should then run in both
1078
nodes:
1079

    
1080
.. code-block:: console
1081

    
1082
   # dpkg -i ../build-area/ganeti-htools.*deb
1083
   # dpkg -i ../build-area/snf-ganeti.*deb
1084
   # apt-get install -f
1085

    
1086
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
1087
both nodes, choose a domain name that resolves to a valid floating IP (let's
1088
say it's ``ganeti.node1.example.com``). Make sure node1 and node2 have same
1089
dsa/rsa keys and authorised_keys for password-less root ssh between each other.
1090
If not then skip passing --no-ssh-init but be aware that it will replace
1091
/root/.ssh/* related files and you might lose access to master node. Also,
1092
make sure there is an lvm volume group named ``ganeti`` that will host your
1093
VMs' disks. Finally, setup a bridge interface on the host machines (e.g: br0).
1094
Then run on node1:
1095

    
1096
.. code-block:: console
1097

    
1098
   root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init \
1099
                                   --no-etc-hosts --vg-name=ganeti \
1100
                                   --nic-parameters link=br0 --master-netdev eth0 \
1101
                                   ganeti.node1.example.com
1102
   root@node1:~ # gnt-cluster modify --default-iallocator hail
1103
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
1104
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
1105

    
1106
   root@node1:~ # gnt-node add --no-ssh-key-check --master-capable=yes \
1107
                               --vm-capable=yes node2.example.com
1108
   root@node1:~ # gnt-cluster modify --disk-parameters=drbd:metavg=ganeti
1109
   root@node1:~ # gnt-group modify --disk-parameters=drbd:metavg=ganeti default
1110

    
1111
For any problems you may stumble upon installing Ganeti, please refer to the
1112
`official documentation <http://docs.ganeti.org/ganeti/2.5/html>`_. Installation
1113
of Ganeti is out of the scope of this guide.
1114

    
1115
.. _cyclades-install-snfimage:
1116

    
1117
snf-image
1118
---------
1119

    
1120
Installation
1121
~~~~~~~~~~~~
1122
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
1123
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
1124
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
1125
node1 and node2. You can do this by running on *both* nodes:
1126

    
1127
.. code-block:: console
1128

    
1129
   # apt-get install snf-image-host snf-pithos-backend python-psycopg2
1130

    
1131
snf-image also needs the `snf-pithos-backend <snf-pithos-backend>`, to be able to
1132
handle image files stored on Pithos+. It also needs `python-psycopg2` to be able
1133
to access the Pithos+ database. This is why, we also install them on *all*
1134
VM-capable Ganeti nodes.
1135

    
1136
After `snf-image-host` has been installed successfully, create the helper VM by
1137
running on *both* nodes:
1138

    
1139
.. code-block:: console
1140

    
1141
   # snf-image-update-helper
1142

    
1143
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
1144
snf-image-host to run successfully, and it may take a few minutes depending on
1145
your Internet connection.
1146

    
1147
Configuration
1148
~~~~~~~~~~~~~
1149
snf-image supports native access to Images stored on Pithos+. This means that
1150
snf-image can talk directly to the Pithos+ backend, without the need of providing
1151
a public URL. More details, are described in the next section. For now, the only
1152
thing we need to do, is configure snf-image to access our Pithos+ backend.
1153

    
1154
To do this, we need to set the corresponding variables in
1155
``/etc/default/snf-image``, to reflect our Pithos+ setup:
1156

    
1157
.. code-block:: console
1158

    
1159
   PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
1160

    
1161
   PITHOS_DATA="/srv/pithos/data"
1162

    
1163
If you have installed your Ganeti cluster on different nodes than node1 and node2 make
1164
sure that ``/srv/pithos/data`` is visible by all of them.
1165

    
1166
If you would like to use Images that are also/only stored locally, you need to
1167
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
1168
Pithos+.
1169

    
1170
Testing
1171
~~~~~~~
1172
You can test that snf-image is successfully installed by running on the
1173
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
1174

    
1175
.. code-block:: console
1176

    
1177
   # gnt-os diagnose
1178

    
1179
This should return ``valid`` for snf-image.
1180

    
1181
If you are interested to learn more about snf-image's internals (and even use
1182
it alongside Ganeti without Synnefo), please see
1183
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information concerning
1184
installation instructions, documentation on the design and implementation, and
1185
supported Image formats.
1186

    
1187
.. _snf-image-images:
1188

    
1189
Actual Images for snf-image
1190
---------------------------
1191

    
1192
Now that snf-image is installed successfully we need to provide it with some
1193
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
1194
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
1195
format. For more information about snf-image Image formats see `here
1196
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
1197

    
1198
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
1199
above Images to be stored:
1200

    
1201
 * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR`` in
1202
   :file:`/etc/default/snf-image`)
1203
 * On a remote host (accessible via a public URL e.g: http://... or ftp://...)
1204
 * On Pithos+ (accessible natively, not only by its public URL)
1205

    
1206
For the purpose of this guide, we will use the `Debian Squeeze Base Image
1207
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ found on the official
1208
`snf-image page
1209
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
1210
of type ``diskdump``. We will store it in our new Pithos+ installation.
1211

    
1212
To do so, do the following:
1213

    
1214
a) Download the Image from the official snf-image page (`image link
1215
   <https://pithos.okeanos.grnet.gr/public/9epgb>`_).
1216

    
1217
b) Upload the Image to your Pithos+ installation, either using the Pithos+ Web UI
1218
   or the command line client `kamaki
1219
   <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_.
1220

    
1221
Once the Image is uploaded successfully, download the Image's metadata file
1222
from the official snf-image page (`image_metadata link
1223
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_). You will need it, for
1224
spawning a VM from Ganeti, in the next section.
1225

    
1226
Of course, you can repeat the procedure to upload more Images, available from the
1227
`official snf-image page
1228
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
1229

    
1230
.. _ganeti-with-pithos-images:
1231

    
1232
Spawning a VM from a Pithos+ Image, using Ganeti
1233
------------------------------------------------
1234

    
1235
Now, it is time to test our installation so far. So, we have Astakos and
1236
Pithos+ installed, we have a working Ganeti installation, the snf-image
1237
definition installed on all VM-capable nodes and a Debian Squeeze Image on
1238
Pithos+. Make sure you also have the `metadata file
1239
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
1240

    
1241
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
1242

    
1243
.. code-block:: console
1244

    
1245
   # gnt-instance add -o snf-image+default --os-parameters \
1246
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1247
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1248
                      testvm1
1249

    
1250
In the above command:
1251

    
1252
 * ``img_passwd``: the arbitrary root password of your new instance
1253
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1254
 * ``img_id``: If you want to deploy an Image stored on Pithos+ (our case), this
1255
               should have the format ``pithos://<username>/<container>/<filename>``:
1256
               * ``username``: ``user@example.com`` (defined during Astakos sign up)
1257
               * ``container``: ``pithos`` (default, if the Web UI was used)
1258
               * ``filename``: the name of file (visible also from the Web UI)
1259
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1260
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1261
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
1262

    
1263
If the ``gnt-instance add`` command returns successfully, then run:
1264

    
1265
.. code-block:: console
1266

    
1267
   # gnt-instance info testvm1 | grep "console connection"
1268

    
1269
to find out where to connect using VNC. If you can connect successfully and can
1270
login to your new instance using the root password ``my_vm_example_passw0rd``,
1271
then everything works as expected and you have your new Debian Base VM up and
1272
running.
1273

    
1274
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1275
to access the Pithos+ database and the Pithos+ backend data. Also, make sure
1276
you gave the correct ``img_id`` and ``img_properties``. If ``gnt-instance add``
1277
succeeds but you cannot connect, again find out what went wrong. Do *NOT*
1278
proceed to the next steps unless you are sure everything works till this point.
1279

    
1280
If everything works, you have successfully connected Ganeti with Pithos+. Let's
1281
move on to networking now.
1282

    
1283
.. warning::
1284

    
1285
    You can bypass the networking sections and go straight to
1286
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1287
    the Cyclades Network Service, but only the Cyclades Compute Service
1288
    (recommended for now).
1289

    
1290
Networking Setup Overview
1291
-------------------------
1292

    
1293
This part is deployment-specific and must be customized based on the specific
1294
needs of the system administrator. However, to do so, the administrator needs
1295
to understand how each level handles Virtual Networks, to be able to setup the
1296
backend appropriately, before installing Cyclades. To do so, please read the
1297
:ref:`Network <networks>` section before proceeding.
1298

    
1299
Since synnefo 0.11 all network actions are managed with the snf-manage
1300
network-* commands. This needs the underlying setup (Ganeti, nfdhcpd,
1301
snf-network, bridges, vlans) to be already configured correctly. The only
1302
actions needed in this point are:
1303

    
1304
a) Have Ganeti with IP pool management support installed.
1305

    
1306
b) Install :ref:`snf-network <snf-network>`, which provides a synnefo specific kvm-ifup script, etc.
1307

    
1308
c) Install :ref:`nfdhcpd <nfdhcpd>`, which serves DHCP requests of the VMs.
1309

    
1310
In order to test that everything is setup correctly before installing Cyclades,
1311
we will make some testing actions in this section, and the actual setup will be
1312
done afterwards with snf-manage commands.
1313

    
1314
.. _snf-network:
1315

    
1316
snf-network
1317
~~~~~~~~~~~
1318

    
1319
snf-network includes `kvm-vif-bridge` script that is invoked every time
1320
a tap (a VM's NIC) is created. Based on environment variables passed by
1321
Ganeti it issues various commands depending on the network type the NIC is
1322
connected to and sets up a corresponding dhcp lease.
1323

    
1324
Install snf-network on all Ganeti nodes:
1325

    
1326
.. code-block:: console
1327

    
1328
   # apt-get install snf-network
1329

    
1330
Then, in :file:`/etc/default/snf-network` set:
1331

    
1332
.. code-block:: console
1333

    
1334
   MAC_MASK=ff:ff:f0:00:00:00
1335

    
1336
.. _nfdhcpd:
1337

    
1338
nfdhcpd
1339
~~~~~~~
1340

    
1341
Each NIC's IP is chosen by Ganeti (with IP pool management support).
1342
`kvm-vif-bridge` script sets up dhcp leases and when the VM boots and
1343
makes a dhcp request, iptables will mangle the packet and `nfdhcpd` will
1344
create a dhcp response.
1345

    
1346
.. code-block:: console
1347

    
1348
   # apt-get install nfqueue-bindings-python=0.3+physindev-1
1349
   # apt-get install nfdhcpd
1350

    
1351
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1352
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1353
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1354
VMs. Once you are finished, restart the server on all nodes:
1355

    
1356
.. code-block:: console
1357

    
1358
   # /etc/init.d/nfdhcpd restart
1359

    
1360
If you are using ``ferm``, then you need to run the following:
1361

    
1362
.. code-block:: console
1363

    
1364
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1365
   # /etc/init.d/ferm restart
1366

    
1367
or make sure to run after boot:
1368

    
1369
.. code-block:: console
1370

    
1371
   # iptables -t mangle -A PREROUTING -p udp -m udp --dport 67 -j NFQUEUE --queue-num 42
1372

    
1373
and if you have IPv6 enabled:
1374

    
1375
.. code-block:: console
1376

    
1377
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 133 -j NFQUEUE --queue-num 43
1378
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 135 -j NFQUEUE --queue-num 44
1379

    
1380
You can check which clients are currently served by nfdhcpd by running:
1381

    
1382
.. code-block:: console
1383

    
1384
   # kill -SIGUSR1 `cat /var/run/nfdhcpd/nfdhcpd.pid`
1385

    
1386
When you run the above, then check ``/var/log/nfdhcpd/nfdhcpd.log``.
1387

    
1388
Public Network Setup
1389
--------------------
1390

    
1391
To achieve basic networking the simplest way is to have a common bridge (e.g.
1392
``br0``, on the same collision domain with the router) where all VMs will connect
1393
to. Packets will be "forwarded" to the router and then to the Internet. If
1394
you want a more advanced setup (ip-less routing and proxy-arp plese refer to
1395
:ref:`Network <networks>` section).
1396

    
1397
Physical Host Setup
1398
~~~~~~~~~~~~~~~~~~~
1399

    
1400
Assuming ``eth0`` on both hosts is the public interface (directly connected
1401
to the router), run on every node:
1402

    
1403
.. code-block:: console
1404

    
1405
   # brctl addbr br0
1406
   # ip link set br0 up
1407
   # vconfig add eth0 100
1408
   # ip link set eth0.100 up
1409
   # brctl addif br0 eth0.100
1410

    
1411

    
1412
Testing a Public Network
1413
~~~~~~~~~~~~~~~~~~~~~~~~
1414

    
1415
Let's assume, that you want to assign IPs from the ``5.6.7.0/27`` range to you
1416
new VMs, with ``5.6.7.1`` as the router's gateway. In Ganeti you can add the
1417
network by running:
1418

    
1419
.. code-block:: console
1420

    
1421
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 --network-type=public --tags=nfdhcpd test-net-public
1422

    
1423
Then, connect the network to all your nodegroups. We assume that we only have
1424
one nodegroup (``default``) in our Ganeti cluster:
1425

    
1426
.. code-block:: console
1427

    
1428
   # gnt-network connect test-net-public default bridged br0
1429

    
1430
Now, it is time to test that the backend infrastracture is correctly setup for
1431
the Public Network. We will add a new VM, the same way we did it on the
1432
previous testing section. However, now will also add one NIC, configured to be
1433
managed from our previously defined network. Run on the GANETI-MASTER (node1):
1434

    
1435
.. code-block:: console
1436

    
1437
   # gnt-instance add -o snf-image+default --os-parameters \
1438
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1439
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1440
                      --net 0:ip=pool,network=test-net-public \
1441
                      testvm2
1442

    
1443
If the above returns successfully, connect to the new VM and run:
1444

    
1445
.. code-block:: console
1446

    
1447
   root@testvm2:~ # ip addr
1448
   root@testvm2:~ # ip route
1449
   root@testvm2:~ # cat /etc/resolv.conf
1450

    
1451
to check IP address (5.6.7.2), IP routes (default via 5.6.7.1) and DNS config
1452
(nameserver option in nfdhcpd.conf). This shows correct configuration of
1453
ganeti, snf-network and nfdhcpd.
1454

    
1455
Now ping the outside world. If this works too, then you have also configured
1456
correctly your physical host and router.
1457

    
1458
Make sure everything works as expected, before proceeding with the Private
1459
Networks setup.
1460

    
1461
.. _private-networks-setup:
1462

    
1463
Private Networks Setup
1464
----------------------
1465

    
1466
Synnefo supports two types of private networks:
1467

    
1468
 - based on MAC filtering
1469
 - based on physical VLANs
1470

    
1471
Both types provide Layer 2 isolation to the end-user.
1472

    
1473
For the first type a common bridge (e.g. ``prv0``) is needed while for the second a
1474
range of bridges (e.g. ``prv1..prv100``) each bridged on a different physical
1475
VLAN. To this end to assure isolation among end-users' private networks each
1476
has to have different MAC prefix (for the filtering to take place) or to be
1477
"connected" to a different bridge (VLAN actually).
1478

    
1479
Physical Host Setup
1480
~~~~~~~~~~~~~~~~~~~
1481

    
1482
In order to create the necessary VLAN/bridges, one for MAC filtered private
1483
networks and various (e.g. 20) for private networks based on physical VLANs,
1484
run on every node:
1485

    
1486
Assuming ``eth0`` of both hosts are somehow (via cable/switch with VLANs
1487
configured correctly) connected together, run on every node:
1488

    
1489
.. code-block:: console
1490

    
1491
   # apt-get install vlan
1492
   # modprobe 8021q
1493
   # $iface=eth0
1494
   # for prv in $(seq 0 20); do
1495
	vlan=$prv
1496
	bridge=prv$prv
1497
	vconfig add $iface $vlan
1498
	ifconfig $iface.$vlan up
1499
	brctl addbr $bridge
1500
	brctl setfd $bridge 0
1501
	brctl addif $bridge $iface.$vlan
1502
	ifconfig $bridge up
1503
      done
1504

    
1505
The above will do the following :
1506

    
1507
 * provision 21 new bridges: ``prv0`` - ``prv20``
1508
 * provision 21 new vlans: ``eth0.0`` - ``eth0.20``
1509
 * add the corresponding vlan to the equivalent bridge
1510

    
1511
You can run ``brctl show`` on both nodes to see if everything was setup
1512
correctly.
1513

    
1514
Testing the Private Networks
1515
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1516

    
1517
To test the Private Networks, we will create two instances and put them in the
1518
same Private Networks (one MAC Filtered and one Physical VLAN). This means
1519
that the instances will have a second NIC connected to the ``prv0``
1520
pre-provisioned bridge and a third to ``prv1``.
1521

    
1522
We run the same command as in the Public Network testing section, but with one
1523
more argument for the second NIC:
1524

    
1525
.. code-block:: console
1526

    
1527
   # gnt-network add --network=192.168.1.0/24 --mac-prefix=aa:00:55 --network-type=private --tags=nfdhcpd,private-filtered test-net-prv-mac
1528
   # gnt-network connect test-net-prv-mac default bridged prv0
1529

    
1530
   # gnt-network add --network=10.0.0.0/24 --tags=nfdhcpd --network-type=private test-net-prv-vlan
1531
   # gnt-network connect test-net-prv-vlan default bridged prv1
1532

    
1533
   # gnt-instance add -o snf-image+default --os-parameters \
1534
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1535
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1536
                      --net 0:ip=pool,network=test-net-public \
1537
                      --net 1:ip=pool,network=test-net-prv-mac \
1538
                      --net 2:ip=none,network=test-net-prv-vlan \
1539
                      testvm3
1540

    
1541
   # gnt-instance add -o snf-image+default --os-parameters \
1542
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1543
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1544
                      --net 0:ip=pool,network=test-net-public \
1545
                      --net 1:ip=pool,network=test-net-prv-mac \
1546
                      --net 2:ip=none,network=test-net-prv-vlan \
1547
                      testvm4
1548

    
1549
Above, we create two instances with first NIC connected to the internet, their
1550
second NIC connected to a MAC filtered private Network and their third NIC
1551
connected to the first Physical VLAN Private Network. Now, connect to the
1552
instances using VNC and make sure everything works as expected:
1553

    
1554
 a) The instances have access to the public internet through their first eth
1555
    interface (``eth0``), which has been automatically assigned a public IP.
1556

    
1557
 b) ``eth1`` will have mac prefix ``aa:00:55``, while ``eth2`` default one (``aa:00:00``)
1558

    
1559
 c) ip link set ``eth1``/``eth2`` up
1560

    
1561
 d) dhclient ``eth1``/``eth2``
1562

    
1563
 e) On testvm3  ping 192.168.1.2/10.0.0.2
1564

    
1565
If everything works as expected, then you have finished the Network Setup at the
1566
backend for both types of Networks (Public & Private).
1567

    
1568
.. _cyclades-gtools:
1569

    
1570
Cyclades Ganeti tools
1571
---------------------
1572

    
1573
In order for Ganeti to be connected with Cyclades later on, we need the
1574
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1575
case). You can install them by running in both nodes:
1576

    
1577
.. code-block:: console
1578

    
1579
   # apt-get install snf-cyclades-gtools
1580

    
1581
This will install the following:
1582

    
1583
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1584
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1585
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1586

    
1587
Configure ``snf-cyclades-gtools``
1588
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1589

    
1590
The package will install the ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf``
1591
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1592
that need it:
1593

    
1594
.. code-block:: console
1595

    
1596
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1597

    
1598
The above variables should reflect your :ref:`Message Queue setup
1599
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1600

    
1601
Connect ``snf-image`` with ``snf-progress-monitor``
1602
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1603

    
1604
Finally, we need to configure ``snf-image`` to publish progress messages during
1605
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1606
set the corresponding variable to ``snf-progress-monitor``:
1607

    
1608
.. code-block:: console
1609

    
1610
   PROGRESS_MONITOR="snf-progress-monitor"
1611

    
1612
This file should be editted in all Ganeti nodes.
1613

    
1614
.. _rapi-user:
1615

    
1616
Synnefo RAPI user
1617
-----------------
1618

    
1619
As a last step before installing Cyclades, create a new RAPI user that will
1620
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1621
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1622
You can do this, by first running:
1623

    
1624
.. code-block:: console
1625

    
1626
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1627

    
1628
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1629

    
1630
.. code-block:: console
1631

    
1632
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1633

    
1634
More about Ganeti's RAPI users `here.
1635
<http://docs.ganeti.org/ganeti/2.5/html/rapi.html#introduction>`_
1636

    
1637
You have now finished with all needed Prerequisites for Cyclades (and
1638
Plankton). Let's move on to the actual Cyclades installation.
1639

    
1640

    
1641
Installation of Cyclades (and Plankton) on node1
1642
================================================
1643

    
1644
This section describes the installation of Cyclades. Cyclades is Synnefo's
1645
Compute service. Plankton (the Image Registry service) will get installed
1646
automatically along with Cyclades, because it is contained in the same Synnefo
1647
component right now.
1648

    
1649
We will install Cyclades (and Plankton) on node1. To do so, we install the
1650
corresponding package by running on node1:
1651

    
1652
.. code-block:: console
1653

    
1654
   # apt-get install snf-cyclades-app
1655

    
1656
.. warning:: Make sure you have installed ``python-gevent`` version >= 0.13.6.
1657
    This version is available at squeeze-backports and can be installed by
1658
    running: ``apt-get install -t squeeze-backports python-gevent``
1659

    
1660
If all packages install successfully, then Cyclades and Plankton are installed
1661
and we proceed with their configuration.
1662

    
1663

    
1664
Configuration of Cyclades (and Plankton)
1665
========================================
1666

    
1667
Conf files
1668
----------
1669

    
1670
After installing Cyclades, a number of new configuration files will appear under
1671
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will descibe here
1672
only the minimal needed changes to result with a working system. In general, sane
1673
defaults have been chosen for the most of the options, to cover most of the
1674
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1675
once you get familiar with the different options.
1676

    
1677
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1678

    
1679
.. code-block:: console
1680

    
1681
   ASTAKOS_URL = 'https://node1.example.com/im/authenticate'
1682

    
1683
The ``ASTAKOS_URL`` denotes the authentication endpoint for Cyclades and is set
1684
to point to Astakos (this should have the same value with Pithos+'s
1685
``PITHOS_AUTHENTICATION_URL``, setup :ref:`previously <conf-pithos>`).
1686

    
1687
TODO: Document the Network Options here
1688

    
1689
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1690

    
1691
.. code-block:: console
1692

    
1693
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1694
   CLOUDBAR_ACTIVE_SERVICE = '2'
1695
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
1696
   CLOUDBAR_MENU_URL = 'https://account.node1.example.com/im/get_menu'
1697

    
1698
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1699
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1700
used by the Cyclades Web UI to get from Astakos all the information needed to
1701
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1702
above should have the same values we put in the corresponding variables in
1703
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1704
:ref:`Pithos configuration <conf-pithos>` section.
1705

    
1706
The ``CLOUDBAR_ACTIVE_SERVICE`` points to an already registered Astakos
1707
service. You can see all :ref:`registered services <services-reg>` by running
1708
on the Astakos node (node1):
1709

    
1710
.. code-block:: console
1711

    
1712
   # snf-manage service-list
1713

    
1714
The value of ``CLOUDBAR_ACTIVE_SERVICE`` should be the cyclades service's
1715
``id`` as shown by the above command, in our case ``2``.
1716

    
1717
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1718

    
1719
.. code-block:: console
1720

    
1721
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1722
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1723

    
1724
In this file we configure the Plankton Service. ``BACKEND_DB_CONNECTION``
1725
denotes the Pithos+ database (where the Image files are stored). So we set that
1726
to point to our Pithos+ database. ``BACKEND_BLOCK_PATH`` denotes the actual
1727
Pithos+ data location.
1728

    
1729
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1730

    
1731
.. code-block:: console
1732

    
1733
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1734

    
1735
The above settings denote the Message Queue. Those settings should have the same
1736
values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and
1737
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1738

    
1739
Edit ``/etc/synnefo/20-snf-cyclades-app-ui.conf``:
1740

    
1741
.. code-block:: console
1742

    
1743
   UI_LOGIN_URL = "https://node1.example.com/im/login"
1744
   UI_LOGOUT_URL = "https://node1.example.com/im/logout"
1745

    
1746
The ``UI_LOGIN_URL`` option tells the Cyclades Web UI where to redirect users,
1747
if they are not logged in. We point that to Astakos.
1748

    
1749
The ``UI_LOGOUT_URL`` option tells the Cyclades Web UI where to redirect the
1750
user when he/she logs out. We point that to Astakos, too.
1751

    
1752
Edit ``/etc/default/vncauthproxy``:
1753

    
1754
.. code-block:: console
1755

    
1756
   CHUID="www-data:nogroup"
1757

    
1758
We have now finished with the basic Cyclades and Plankton configuration.
1759

    
1760
Database Initialization
1761
-----------------------
1762

    
1763
Once Cyclades is configured, we sync the database:
1764

    
1765
.. code-block:: console
1766

    
1767
   $ snf-manage syncdb
1768
   $ snf-manage migrate
1769

    
1770
and load the initial server flavors:
1771

    
1772
.. code-block:: console
1773

    
1774
   $ snf-manage loaddata flavors
1775

    
1776
If everything returns successfully, our database is ready.
1777

    
1778
Add the Ganeti backend
1779
----------------------
1780

    
1781
In our installation we assume that we only have one Ganeti cluster, the one we
1782
setup earlier.  At this point you have to add this backend (Ganeti cluster) to
1783
cyclades assuming that you have setup the :ref:`Rapi User <rapi-user>`
1784
correctly.
1785

    
1786
.. code-block:: console
1787

    
1788
   $ snf-manage backend-add --clustername=ganeti.node1.example.com --user=cyclades --pass=example_rapi_passw0rd
1789

    
1790
You can see everything has been setup correctly by running:
1791

    
1792
.. code-block:: console
1793

    
1794
   $ snf-manage backend-list
1795

    
1796
If something is not set correctly, you can modify the backend with the
1797
``snf-manage backend-modify`` command. If something has gone wrong, you could
1798
modify the backend to reflect the Ganeti installation by running:
1799

    
1800
.. code-block:: console
1801

    
1802
   $ snf-manage backend-modify --clustername "ganeti.node1.example.com"
1803
                               --user=cyclades
1804
                               --pass=example_rapi_passw0rd
1805
                               1
1806

    
1807
``clustername`` denotes the Ganeti-cluster's name. We provide the corresponding
1808
domain that resolves to the master IP, than the IP itself, to ensure Cyclades
1809
can talk to Ganeti even after a Ganeti master-failover.
1810

    
1811
``user`` and ``pass`` denote the RAPI user's username and the RAPI user's
1812
password.  Once we setup the first backend to point at our Ganeti cluster, we
1813
update the Cyclades backends status by running:
1814

    
1815
.. code-block:: console
1816

    
1817
   $ snf-manage backend-update-status
1818

    
1819
Cyclades can manage multiple Ganeti backends, but for the purpose of this
1820
guide,we won't get into more detail regarding mulitple backends. If you want to
1821
learn more please see /*TODO*/.
1822

    
1823
Add a Public Network
1824
----------------------
1825

    
1826
Cyclades supports different Public Networks on different Ganeti backends.
1827
After connecting Cyclades with our Ganeti cluster, we need to setup a Public
1828
Network for this Ganeti backend (`id = 1`). The basic setup is to bridge every
1829
created NIC on a bridge. After having a bridge (e.g. br0) created in every
1830
backend node edit Synnefo setting CUSTOM_BRIDGED_BRIDGE to 'br0':
1831

    
1832
.. code-block:: console
1833

    
1834
   $ snf-manage network-create --subnet=5.6.7.0/27 \
1835
                               --gateway=5.6.7.1 \
1836
                               --subnet6=2001:648:2FFC:1322::/64 \
1837
                               --gateway6=2001:648:2FFC:1322::1 \
1838
                               --public --dhcp --flavor=CUSTOM \
1839
                               --link=br0 --mode=bridged \
1840
                               --name=public_network \
1841
                               --backend-id=1
1842

    
1843
This will create the Public Network on both Cyclades and the Ganeti backend. To
1844
make sure everything was setup correctly, also run:
1845

    
1846
.. code-block:: console
1847

    
1848
   $ snf-manage reconcile-networks
1849

    
1850
You can see all available networks by running:
1851

    
1852
.. code-block:: console
1853

    
1854
   $ snf-manage network-list
1855

    
1856
and inspect each network's state by running:
1857

    
1858
.. code-block:: console
1859

    
1860
   $ snf-manage network-inspect <net_id>
1861

    
1862
Finally, you can see the networks from the Ganeti perspective by running on the
1863
Ganeti MASTER:
1864

    
1865
.. code-block:: console
1866

    
1867
   $ gnt-network list
1868
   $ gnt-network info <network_name>
1869

    
1870

    
1871
Create pools for Private Networks
1872
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1873

    
1874
To prevent duplicate assignment of resources to different private networks,
1875
Cyclades supports two types of pools:
1876

    
1877
 - MAC prefix Pool
1878
 - Bridge Pool
1879

    
1880
As long as those resourses have been provisioned, admin has to define two
1881
these pools in Synnefo:
1882

    
1883

    
1884
.. code-block:: console
1885

    
1886
   root@testvm1:~ # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
1887

    
1888
   root@testvm1:~ # snf-manage pool-create --type=bridge --base=prv --size=20
1889

    
1890
Also, change the Synnefo setting in :file:`20-snf-cyclades-app-api.conf`:
1891

    
1892
.. code-block:: console
1893

    
1894
   DEFAULT_MAC_FILTERED_BRIDGE = 'prv0'
1895

    
1896
Servers restart
1897
---------------
1898

    
1899
Restart gunicorn on node1:
1900

    
1901
.. code-block:: console
1902

    
1903
   # /etc/init.d/gunicorn restart
1904

    
1905
Now let's do the final connections of Cyclades with Ganeti.
1906

    
1907
``snf-dispatcher`` initialization
1908
---------------------------------
1909

    
1910
``snf-dispatcher`` dispatches all messages published to the Message Queue and
1911
manages the Cyclades database accordingly. It also initializes all exchanges. By
1912
default it is not enabled during installation of Cyclades, so let's enable it in
1913
its configuration file ``/etc/default/snf-dispatcher``:
1914

    
1915
.. code-block:: console
1916

    
1917
   SNF_DSPTCH_ENABLE=true
1918

    
1919
and start the daemon:
1920

    
1921
.. code-block:: console
1922

    
1923
   # /etc/init.d/snf-dispatcher start
1924

    
1925
You can see that everything works correctly by tailing its log file
1926
``/var/log/synnefo/dispatcher.log``.
1927

    
1928
``snf-ganeti-eventd`` on GANETI MASTER
1929
--------------------------------------
1930

    
1931
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
1932
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
1933
The daemon is already installed on the GANETI MASTER (node1 in our case).
1934
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
1935
installation, so we enable it in its configuration file
1936
``/etc/default/snf-ganeti-eventd``:
1937

    
1938
.. code-block:: console
1939

    
1940
   SNF_EVENTD_ENABLE=true
1941

    
1942
and start the daemon:
1943

    
1944
.. code-block:: console
1945

    
1946
   # /etc/init.d/snf-ganeti-eventd start
1947

    
1948
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
1949

    
1950
If all the above return successfully, then you have finished with the Cyclades
1951
and Plankton installation and setup. Let's test our installation now.
1952

    
1953

    
1954
Testing of Cyclades (and Plankton)
1955
==================================
1956

    
1957
Cyclades Web UI
1958
---------------
1959

    
1960
First of all we need to test that our Cyclades Web UI works correctly. Open your
1961
browser and go to the Astakos home page. Login and then click 'cyclades' on the
1962
top cloud bar. This should redirect you to:
1963

    
1964
 `http://node1.example.com/ui/`
1965

    
1966
and the Cyclades home page should appear. If not, please go back and find what
1967
went wrong. Do not proceed if you don't see the Cyclades home page.
1968

    
1969
If the Cyclades home page appears, click on the orange button 'New machine'. The
1970
first step of the 'New machine wizard' will appear. This step shows all the
1971
available Images from which you can spawn new VMs. The list should be currently
1972
empty, as we haven't registered any Images yet. Close the wizard and browse the
1973
interface (not many things to see yet). If everything seems to work, let's
1974
register our first Image file.
1975

    
1976
Cyclades Images
1977
---------------
1978

    
1979
To test our Cyclades (and Plankton) installation, we will use an Image stored on
1980
Pithos+ to spawn a new VM from the Cyclades interface. We will describe all
1981
steps, even though you may already have uploaded an Image on Pithos+ from a
1982
:ref:`previous <snf-image-images>` section:
1983

    
1984
 * Upload an Image file to Pithos+
1985
 * Register that Image file to Plankton
1986
 * Spawn a new VM from that Image from the Cyclades Web UI
1987

    
1988
We will use the `kamaki <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_
1989
command line client to do the uploading and registering of the Image.
1990

    
1991
Installation of `kamaki`
1992
~~~~~~~~~~~~~~~~~~~~~~~~
1993

    
1994
You can install `kamaki` anywhere you like, since it is a standalone client of
1995
the APIs and talks to the installation over `http`. For the purpose of this
1996
guide we will assume that we have downloaded the `Debian Squeeze Base Image
1997
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ and stored it under node1's
1998
``/srv/images`` directory. For that reason we will install `kamaki` on node1,
1999
too. We do this by running:
2000

    
2001
.. code-block:: console
2002

    
2003
   # apt-get install kamaki
2004

    
2005
Configuration of kamaki
2006
~~~~~~~~~~~~~~~~~~~~~~~
2007

    
2008
Now we need to setup kamaki, by adding the appropriate URLs and tokens of our
2009
installation. We do this by running:
2010

    
2011
.. code-block:: console
2012

    
2013
   $ kamaki config set astakos.url "https://node1.example.com"
2014
   $ kamaki config set compute.url "https://node1.example.com/api/v1.1"
2015
   $ kamaki config set image.url "https://node1.example.com/plankton"
2016
   $ kamaki config set store.url "https://node2.example.com/v1"
2017
   $ kamaki config set global.account "user@example.com"
2018
   $ kamaki config set store.enable on
2019
   $ kamaki config set store.pithos_extensions on
2020
   $ kamaki config set store.url "https://node2.example.com/v1"
2021
   $ kamaki config set store.account USER_UUID
2022
   $ kamaki config set global.token USER_TOKEN
2023

    
2024
The USER_TOKEN and USER_UUID appear on the user's (``user@example.com``) `Profile` web
2025
page on the Astakos Web UI.
2026

    
2027
You can see that the new configuration options have been applied correctly, by
2028
running:
2029

    
2030
.. code-block:: console
2031

    
2032
   $ kamaki config list
2033

    
2034
Upload an Image file to Pithos+
2035
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2036

    
2037
Now, that we have set up `kamaki` we will upload the Image that we have
2038
downloaded and stored under ``/srv/images/``. Although we can upload the Image
2039
under the root ``Pithos`` container (as you may have done when uploading the
2040
Image from the Pithos+ Web UI), we will create a new container called ``images``
2041
and store the Image under that container. We do this for two reasons:
2042

    
2043
a) To demonstrate how to create containers other than the default ``Pithos``.
2044
   This can be done only with the `kamaki` client and not through the Web UI.
2045

    
2046
b) As a best organization practise, so that you won't have your Image files
2047
   tangled along with all your other Pithos+ files and directory structures.
2048

    
2049
We create the new ``images`` container by running:
2050

    
2051
.. code-block:: console
2052

    
2053
   $ kamaki store create images
2054

    
2055
Then, we upload the Image file to that container:
2056

    
2057
.. code-block:: console
2058

    
2059
   $ kamaki store upload --container images \
2060
                         /srv/images/debian_base-6.0-7-x86_64.diskdump \
2061
                         debian_base-6.0-7-x86_64.diskdump
2062

    
2063
The first is the local path and the second is the remote path on Pithos+. If
2064
the new container and the file appears on the Pithos+ Web UI, then you have
2065
successfully created the container and uploaded the Image file.
2066

    
2067
Register an existing Image file to Plankton
2068
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2069

    
2070
Once the Image file has been successfully uploaded on Pithos+, then we register
2071
it to Plankton (so that it becomes visible to Cyclades), by running:
2072

    
2073
.. code-block:: console
2074

    
2075
   $ kamaki image register "Debian Base" \
2076
                           pithos://USER_UUID/images/debian_base-6.0-7-x86_64.diskdump \
2077
                           --public \
2078
                           --disk-format=diskdump \
2079
                           --property OSFAMILY=linux --property ROOT_PARTITION=1 \
2080
                           --property description="Debian Squeeze Base System" \
2081
                           --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \
2082
                           --property sortorder=1 --property USERS=root --property OS=debian
2083

    
2084
This command registers the Pithos+ file
2085
``pithos://user@example.com/images/debian_base-6.0-7-x86_64.diskdump`` as an
2086
Image in Plankton. This Image will be public (``--public``), so all users will
2087
be able to spawn VMs from it and is of type ``diskdump``. The first two
2088
properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest
2089
properties are optional, but recommended, so that the Images appear nicely on
2090
the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The
2091
``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable
2092
inside the ``20-snf-cyclades-app-ui.conf`` configuration file.
2093

    
2094
``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed
2095
from Plankton to Cyclades and then to Ganeti and `snf-image` (also see
2096
:ref:`previous section <ganeti-with-pithos-images>`). All other properties are
2097
used to show information on the Cyclades UI.
2098

    
2099
Spawn a VM from the Cyclades Web UI
2100
-----------------------------------
2101

    
2102
If the registration completes successfully, then go to the Cyclades Web UI from
2103
your browser at:
2104

    
2105
 `https://node1.example.com/ui/`
2106

    
2107
Click on the 'New Machine' button and the first step of the wizard will appear.
2108
Click on 'My Images' (right after 'System' Images) on the left pane of the
2109
wizard. Your previously registered Image "Debian Base" should appear under
2110
'Available Images'. If not, something has gone wrong with the registration. Make
2111
sure you can see your Image file on the Pithos+ Web UI and ``kamaki image
2112
register`` returns successfully with all options and properties as shown above.
2113

    
2114
If the Image appears on the list, select it and complete the wizard by selecting
2115
a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you
2116
write down your password, because you *WON'T* be able to retrieve it later.
2117

    
2118
If everything was setup correctly, after a few minutes your new machine will go
2119
to state 'Running' and you will be able to use it. Click 'Console' to connect
2120
through VNC out of band, or click on the machine's icon to connect directly via
2121
SSH or RDP (for windows machines).
2122

    
2123
Congratulations. You have successfully installed the whole Synnefo stack and
2124
connected all components. Go ahead in the next section to test the Network
2125
functionality from inside Cyclades and discover even more features.
2126

    
2127

    
2128
General Testing
2129
===============
2130

    
2131

    
2132
Notes
2133
=====