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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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|
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This is the Administrator's quick installation guide. |
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|
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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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|
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* Identity Management (Astakos) |
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* File Storage Service (Pithos+) |
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* Compute Service (Cyclades) |
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* Image Registry Service (Plankton) |
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|
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and a single unified Web UI to manage them all. |
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|
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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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|
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If you just want to install the File Storage Service (Pithos+), follow the guide |
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and just stop after the "Testing of Pithos+" section. |
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|
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|
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Installation of Synnefo / Introduction |
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====================================== |
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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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|
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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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|
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|
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General Prerequisites |
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===================== |
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|
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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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|
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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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|
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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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|
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| ``deb http://apt.noc.grnet.gr experimental main`` |
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| ``deb-src http://apt.noc.grnet.gr experimental main`` |
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|
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| ``deb http://apt.noc.grnet.gr squeeze backports`` |
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| ``deb-src http://apt.noc.grnet.gr squeeze backports`` |
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|
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You also need a shared directory visible by both nodes. Pithos+ will save all |
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data inside this directory. By 'all data', we mean files, images, and pithos |
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specific mapping data. If you plan to upload more than one basic image, this |
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directory should have at least 50GB of free space. During this guide, we will |
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assume that node1 acts as an NFS server and serves the directory ``/srv/pithos`` |
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to node2. Node2 has this directory mounted under ``/srv/pithos``, too. |
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|
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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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|
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Node1 |
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----- |
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|
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General Synnefo dependencies |
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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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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|
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You can install the above by running: |
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|
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.. code-block:: console |
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|
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# apt-get install apache2 gunicorn postgresql |
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|
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Make sure you have installed gunicorn >= v0.12.2. On node1, we will create our |
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databases, so you will also need the python-psycopg2 package: |
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|
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.. code-block:: console |
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|
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# apt-get install python-psycopg2 |
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|
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Database setup |
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~~~~~~~~~~~~~~ |
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|
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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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|
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.. code-block:: console |
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|
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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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|
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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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|
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.. code-block:: console |
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|
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postgres=# CREATE DATABASE snf_pithos WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' |
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postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_pithos TO synnefo; |
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|
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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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|
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.. code-block:: console |
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|
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listen_addresses = '*' |
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|
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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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|
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.. code-block:: console |
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|
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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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|
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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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|
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.. code-block:: console |
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|
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# /etc/init.d/postgresql restart |
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|
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Gunicorn setup |
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~~~~~~~~~~~~~~ |
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|
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Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following: |
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|
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.. code-block:: console |
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|
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CONFIG = { |
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'mode': 'django', |
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'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=4', |
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'--log-level=debug', |
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), |
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} |
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|
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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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|
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.. code-block:: console |
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|
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# /etc/init.d/gunicorn stop |
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|
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Apache2 setup |
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~~~~~~~~~~~~~ |
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|
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Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing |
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the following: |
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|
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.. code-block:: console |
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|
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<VirtualHost *:80> |
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ServerName node1.example.com |
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|
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RewriteEngine On |
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RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI} |
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</VirtualHost> |
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|
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Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/`` |
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containing the following: |
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|
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.. code-block:: console |
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|
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<IfModule mod_ssl.c> |
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<VirtualHost _default_:443> |
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ServerName node1.example.com |
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|
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Alias /static "/usr/share/synnefo/static" |
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|
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# SetEnv no-gzip |
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# SetEnv dont-vary |
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|
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RequestHeader set X-Forwarded-Protocol "https" |
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|
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<Proxy * > |
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Order allow,deny |
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Allow from all |
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</Proxy> |
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|
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SetEnv proxy-sendchunked |
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SSLProxyEngine off |
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ProxyErrorOverride off |
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|
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ProxyPass /static ! |
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ProxyPass / http://localhost:8080/ retry=0 |
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ProxyPassReverse / http://localhost:8080/ |
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|
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RewriteEngine On |
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RewriteRule ^/login(.*) /im/login/redirect$1 [PT,NE] |
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|
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SSLEngine on |
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SSLCertificateFile /etc/ssl/certs/ssl-cert-snakeoil.pem |
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SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key |
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</VirtualHost> |
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</IfModule> |
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|
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Now enable sites and modules by running: |
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|
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.. code-block:: console |
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|
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# a2enmod ssl |
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# a2enmod rewrite |
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# a2dissite default |
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# a2ensite synnefo |
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# a2ensite synnefo-ssl |
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# a2enmod headers |
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# a2enmod proxy_http |
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|
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!!! Warning: Do NOT start/restart the server yet. If the server is running: |
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|
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.. code-block:: console |
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|
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# /etc/init.d/apache2 stop |
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|
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Pithos+ data directory setup |
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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|
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As mentioned in the General Prerequisites section, there is a directory called |
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``/srv/pithos`` visible by both nodes. We create and setup the ``data`` |
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directory inside it: |
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|
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.. code-block:: console |
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|
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# cd /srv/pithos |
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# mkdir data |
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# chown www-data:www-data data |
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# chmod g+ws data |
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|
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You are now ready with all general prerequisites concerning node1. Let's go to |
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node2. |
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|
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Node2 |
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----- |
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|
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General Synnefo dependencies |
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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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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|
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You can install the above by running: |
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|
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.. code-block:: console |
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|
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# apt-get install apache2 gunicorn postgresql |
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|
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Make sure you have installed the same package versions as in node1. Node2 will |
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connect to the databases on node1, so you will also need the python-psycopg2 |
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package: |
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|
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.. code-block:: console |
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|
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# apt-get install python-psycopg2 |
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|
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Database setup |
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~~~~~~~~~~~~~~ |
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|
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All databases have been created and setup on node1, so we do not need to take |
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any action here. From node2, we will just connect to them. When you get familiar |
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with the software you may choose to run different databases on different nodes, |
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for performance/scalability/redundancy reasons, but those kind of setups are out |
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of the purpose of this guide. |
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|
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Gunicorn setup |
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~~~~~~~~~~~~~~ |
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|
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Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following |
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(same contents as in node1; you can just copy/paste the file): |
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|
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.. code-block:: console |
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|
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CONFIG = { |
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'mode': 'django', |
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'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=4', |
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'--log-level=debug', |
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), |
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} |
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|
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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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|
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.. code-block:: console |
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|
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# /etc/init.d/gunicorn stop |
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|
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Apache2 setup |
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~~~~~~~~~~~~~ |
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|
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Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing |
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the following: |
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|
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.. code-block:: console |
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|
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<VirtualHost *:80> |
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ServerName node2.example.com |
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|
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RewriteEngine On |
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RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI} |
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</VirtualHost> |
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|
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Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/`` |
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containing the following: |
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|
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.. code-block:: console |
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|
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<IfModule mod_ssl.c> |
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<VirtualHost _default_:443> |
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ServerName node2.example.com |
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|
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Alias /static "/usr/share/synnefo/static" |
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|
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SetEnv no-gzip |
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SetEnv dont-vary |
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|
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RequestHeader set X-Forwarded-Protocol "https" |
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|
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<Proxy * > |
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Order allow,deny |
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Allow from all |
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</Proxy> |
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|
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SetEnv proxy-sendchunked |
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SSLProxyEngine off |
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ProxyErrorOverride off |
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|
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ProxyPass /static ! |
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ProxyPass / http://localhost:8080/ retry=0 |
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ProxyPassReverse / http://localhost:8080/ |
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|
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SSLEngine on |
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SSLCertificateFile /etc/ssl/certs/ssl-cert-snakeoil.pem |
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SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key |
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</VirtualHost> |
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</IfModule> |
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|
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As in node1, enable sites and modules by running: |
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|
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.. code-block:: console |
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|
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# a2enmod ssl |
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# a2enmod rewrite |
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# a2dissite default |
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# a2ensite synnefo |
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# a2ensite synnefo-ssl |
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# a2enmod headers |
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# a2enmod proxy_http |
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|
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!!! Warning: Do NOT start/restart the server yet. If the server is running: |
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|
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.. code-block:: console |
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|
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# /etc/init.d/apache2 stop |
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|
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We are now ready with all general prerequisites for node2. Now that we have |
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finished with all general prerequisites for both nodes, we can start installing |
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the services. First, let's install Astakos on node1. |
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|
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|
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Installation of Astakos on node1 |
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================================ |
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|
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To install astakos, grab the package from our repository (make sure you made |
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the additions needed in your ``/etc/apt/sources.list`` file, as described |
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previously), by running: |
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|
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.. code-block:: console |
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|
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# apt-get install snf-astakos-app |
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|
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After successful installation of snf-astakos-app, make sure that also |
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snf-webproject has been installed (marked as "Recommended" package). By default |
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Debian installs "Recommended" packages, but if you have changed your |
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configuration and the package didn't install automatically, you should |
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explicitly install it manually running: |
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|
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.. code-block:: console |
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|
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# apt-get install snf-webproject |
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|
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The reason snf-webproject is "Recommended" and not a hard dependency, is to give |
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the experienced administrator the ability to install synnefo in a custom made |
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django project. This corner case concerns only very advanced users that know |
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what they are doing and want to experiment with synnefo. |
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|
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|
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Configuration of Astakos |
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======================== |
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|
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Conf Files |
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---------- |
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|
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After astakos is successfully installed, you will find the directory |
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``/etc/synnefo`` and some configuration files inside it. The files contain |
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commented configuration options, which are the default options. While installing |
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new snf-* components, new configuration files will appear inside the directory. |
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In this guide (and for all services), we will edit only the minimum necessary |
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configuration options, to reflect our setup. Everything else will remain as is. |
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|
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After getting familiar with synnefo, you will be able to customize the software |
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as you wish and fits your needs. Many options are available, to empower the |
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administrator with extensively customizable setups. |
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|
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For the snf-webproject component (installed as an astakos dependency), we |
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need the following: |
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|
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Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to |
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uncomment and edit the ``DATABASES`` block to reflect our database: |
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|
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.. code-block:: console |
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|
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DATABASES = { |
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'default': { |
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# 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle' |
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'ENGINE': 'postgresql_psycopg2', |
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# ATTENTION: This *must* be the absolute path if using sqlite3. |
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# See: http://docs.djangoproject.com/en/dev/ref/settings/#name |
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'NAME': 'snf_apps', |
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'USER': 'synnefo', # Not used with sqlite3. |
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'PASSWORD': 'examle_passw0rd', # Not used with sqlite3. |
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# Set to empty string for localhost. Not used with sqlite3. |
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'HOST': '4.3.2.1', |
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# Set to empty string for default. Not used with sqlite3. |
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'PORT': '5432', |
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} |
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} |
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|
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Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit |
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``SECRET_KEY``. This is a django specific setting which is used to provide a |
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seed in secret-key hashing algorithms. Set this to a random string of your |
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choise and keep it private: |
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|
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.. code-block:: console |
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|
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SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)' |
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|
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For astakos specific configuration, edit the following options in |
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``/etc/synnefo/20-snf-astakos-setting.conf`` : |
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|
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.. code-block:: console |
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|
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ASTAKOS_IM_MODULES = ['local'] |
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|
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ASTAKOS_COOKIE_DOMAIN = '.example.com' |
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|
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ASTAKOS_BASEURL = 'https://node1.example.com' |
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|
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ASTAKOS_SITENAME = '~okeanos demo example' |
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|
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ASTAKOS_CLOUD_SERVICES = ( |
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{ 'url':'https://node1.example.com/im/', 'name':'~okeanos home', 'id':'cloud', 'icon':'home-icon.png' }, |
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{ 'url':'https://node1.example.com/ui/', 'name':'cyclades', 'id':'cyclades' }, |
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{ 'url':'https://node2.example.com/ui/', 'name':'pithos+', 'id':'pithos' }) |
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|
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ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*(' |
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ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*(' |
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|
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ASTAKOS_RECAPTCHA_USE_SSL = True |
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|
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``ASTAKOS_IM_MODULES`` refers to the astakos login methods. For now only local |
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is supported. The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our |
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domain (for all services). ``ASTAKOS_BASEURL`` is the astakos home page. |
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``ASTAKOS_CLOUD_SERVICES`` contains all services visible to and served by |
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astakos. The first element of the dictionary is used to point to a generic |
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landing page for your services (cyclades, pithos). If you don't have such a |
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page it can be omitted. The second and third element point to our services |
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themselves (the apps) and should be set as above. |
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|
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For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY`` |
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go to https://www.google.com/recaptcha/admin/create and create your own pair. |
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|
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Servers Initialization |
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---------------------- |
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|
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After configuration is done, we initialize the servers on node1: |
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|
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.. code-block:: console |
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|
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root@node1:~ # /etc/init.d/gunicorn restart |
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root@node1:~ # /etc/init.d/apache2 restart |
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|
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Database Initialization |
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----------------------- |
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|
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Then, we initialize the database by running: |
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|
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.. code-block:: console |
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|
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# snf-manage syncdb |
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|
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At this example we don't need to create a django superuser, so we select |
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``[no]`` to the question. After a successful sync, we run the migration needed |
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for astakos: |
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|
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.. code-block:: console |
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|
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# snf-manage migrate im |
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|
542 |
You have now finished the Astakos setup. Let's test it now. |
543 |
|
544 |
|
545 |
Testing of Astakos |
546 |
================== |
547 |
|
548 |
Open your favorite browser and go to: |
549 |
|
550 |
``http://node1.example.com/im`` |
551 |
|
552 |
If this redirects you to ``https://node1.example.com/im`` and you can see |
553 |
the "welcome" door of Astakos, then you have successfully setup Astakos. |
554 |
|
555 |
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button |
556 |
and fill all your data at the sign up form. Then click "SUBMIT". You should now |
557 |
see a green box on the top, which informs you that you made a successful request |
558 |
and the request has been sent to the administrators. So far so good. |
559 |
|
560 |
Now we need to activate that user. Return to a command prompt at node1 and run: |
561 |
|
562 |
.. code-block:: console |
563 |
|
564 |
root@node1:~ # snf-manage listusers |
565 |
|
566 |
This command should show you a list with only one user; the one we just created. |
567 |
This user should have an id with a value of ``1``. It should also have an |
568 |
"active" status with the value of ``0`` (inactive). Now run: |
569 |
|
570 |
.. code-block:: console |
571 |
|
572 |
root@node1:~ # snf-manage modifyuser --set-active 1 |
573 |
|
574 |
This modifies the active value to ``1``, and actually activates the user. |
575 |
When running in production, the activation is done automatically with different |
576 |
types of moderation, that Astakos supports. You can see the moderation methods |
577 |
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific |
578 |
documentation. |
579 |
|
580 |
Now let's go back to the homepage. Open ``http://node1.example.com/im`` with |
581 |
your browser again. Try to sign in using your new credentials. If the astakos |
582 |
menu appears and you can see your profile, then you have successfully setup |
583 |
Astakos. |
584 |
|
585 |
Let's continue to install Pithos+ now. |
586 |
|
587 |
|
588 |
Installation of Pithos+ on node2 |
589 |
================================ |
590 |
|
591 |
To install pithos+, grab the package from our repository (make sure you made |
592 |
the additions needed in your ``/etc/apt/sources.list`` file, as described |
593 |
previously), by running: |
594 |
|
595 |
.. code-block:: console |
596 |
|
597 |
# apt-get install snf-pithos-app |
598 |
|
599 |
After successful installation of snf-pithos-app, make sure that also |
600 |
snf-webproject has been installed (marked as "Recommended" package). Refer to |
601 |
the "Installation of Astakos on node1" section, if you don't remember why this |
602 |
should happen. |
603 |
|
604 |
|
605 |
Configuration of Pithos+ |
606 |
======================== |
607 |
|
608 |
Conf Files |
609 |
---------- |
610 |
|
611 |
After pithos+ is successfully installed, you will find the directory |
612 |
``/etc/synnefo`` and some configuration files inside it, as you did in node1 |
613 |
after installation of astakos. Here, you will not have to change anything that |
614 |
has to do with snf-common or snf-webproject. Everything is set at node1. You |
615 |
only need to change settings that have to do with pithos. Specifically: |
616 |
|
617 |
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set |
618 |
only the two options: |
619 |
|
620 |
.. code-block:: console |
621 |
|
622 |
PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos' |
623 |
|
624 |
PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data' |
625 |
|
626 |
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ backend where |
627 |
to find its database. Above we tell pithos+ that its database is ``snf_pithos`` |
628 |
at node1 and to connect as user ``synnefo`` with password ``example_passw0rd``. |
629 |
All those settings where setup during node1's "Database setup" section. |
630 |
|
631 |
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ backend where to |
632 |
store its data. Above we tell pithos+ to store its data under |
633 |
``/srv/pithos/data``, which is visible by both nodes. We have already setup this |
634 |
directory at node1's "Pithos+ data directory setup" section. |
635 |
|
636 |
Servers Initialization |
637 |
---------------------- |
638 |
|
639 |
After configuration is done, we initialize the servers on node2: |
640 |
|
641 |
.. code-block:: console |
642 |
|
643 |
root@node2:~ # /etc/init.d/gunicorn restart |
644 |
root@node2:~ # /etc/init.d/apache2 restart |
645 |
|
646 |
|
647 |
You have now finished the Pithos+ setup. Let's test it now. |
648 |
|
649 |
|
650 |
Testing of Pithos+ |
651 |
================== |
652 |
|
653 |
|
654 |
Installation of Cyclades (and Plankton) on node1 |
655 |
================================================ |
656 |
|
657 |
|
658 |
Configuration of Cyclades (and Plankton) |
659 |
======================================== |
660 |
|
661 |
|
662 |
Testing of Cyclades (and Plankton) |
663 |
================================== |
664 |
|
665 |
|
666 |
General Testing |
667 |
=============== |
668 |
|
669 |
|
670 |
Notes |
671 |
===== |