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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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General Prerequisites
44
=====================
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These are the general synnefo prerequisites, that you need on node1 and node2
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and are related to all the services (Astakos, Pithos+, Cyclades, Plankton).
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To be able to download all synnefo components you need to add the following
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lines in your ``/etc/apt/sources.list`` file:
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| ``deb http://apt.dev.grnet.gr squeeze main``
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| ``deb-src http://apt.dev.grnet.gr squeeze main``
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You also need a shared directory visible by both nodes. Pithos+ will save all
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data inside this directory. By 'all data', we mean files, images, and pithos
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specific mapping data. If you plan to upload more than one basic image, this
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directory should have at least 50GB of free space. During this guide, we will
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assume that node1 acts as an NFS server and serves the directory ``/srv/pithos``
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to node2. Node2 has this directory mounted under ``/srv/pithos``, too.
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Before starting the synnefo installation, you will need basic third party
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software to be installed and configured on the physical nodes. We will describe
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each node's general prerequisites separately. Any additional configuration,
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specific to a synnefo service for each node, will be described at the service's
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section.
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Node1
69
-----
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General Synnefo dependencies
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 * apache (http server)
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 * gunicorn (WSGI http server)
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 * postgresql (database)
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 * rabbitmq (message queue)
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You can install the above by running:
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.. code-block:: console
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   # apt-get install apache2 postgresql rabbitmq-server
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Make sure to install gunicorn >= v0.12.2. You can do this by installing from
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the official debian backports:
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.. code-block:: console
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   # apt-get -t squeeze-backports install gunicorn
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On node1, we will create our databases, so you will also need the
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python-psycopg2 package:
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.. code-block:: console
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   # apt-get install python-psycopg2
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Database setup
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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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.. 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
149
~~~~~~~~~~~~~~
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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',
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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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.. 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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Apache2 setup
177
~~~~~~~~~~~~~
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Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
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the following:
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.. code-block:: console
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   <VirtualHost *:80>
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     ServerName node1.example.com
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     RewriteEngine On
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     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
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     RewriteRule ^(.*)$ - [F,L]
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     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
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   </VirtualHost>
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Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
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containing the following:
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.. code-block:: console
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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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     Alias /static "/usr/share/synnefo/static"
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   #  SetEnv no-gzip
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   #  SetEnv dont-vary
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     AllowEncodedSlashes On
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     RequestHeader set X-Forwarded-Protocol "https"
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     <Proxy * >
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       Order allow,deny
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       Allow from all
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     </Proxy>
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     SetEnv                proxy-sendchunked
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     SSLProxyEngine        off
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     ProxyErrorOverride    off
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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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     RewriteEngine On
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     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
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     RewriteRule ^(.*)$ - [F,L]
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     RewriteRule ^/login(.*) /im/login/redirect$1 [PT,NE]
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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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Now enable sites and modules by running:
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.. code-block:: console
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   # a2enmod ssl
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   # a2enmod rewrite
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   # a2dissite default
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   # a2ensite synnefo
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   # a2ensite synnefo-ssl
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   # a2enmod headers
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   # a2enmod proxy_http
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.. warning:: Do NOT start/restart the server yet. If the server is running::
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       # /etc/init.d/apache2 stop
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.. _rabbitmq-setup:
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Message Queue setup
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~~~~~~~~~~~~~~~~~~~
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The message queue will run on node1, so we need to create the appropriate
257
rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
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exchanges:
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.. code-block:: console
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   # rabbitmqctl add_user synnefo "examle_rabbitmq_passw0rd"
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   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
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We do not need to initialize the exchanges. This will be done automatically,
266
during the Cyclades setup.
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268
Pithos+ data directory setup
269
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
270

    
271
As mentioned in the General Prerequisites section, there is a directory called
272
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
273
directory inside it:
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.. code-block:: console
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277
   # cd /srv/pithos
278
   # mkdir data
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   # chown www-data:www-data data
280
   # chmod g+ws data
281

    
282
You are now ready with all general prerequisites concerning node1. Let's go to
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node2.
284

    
285
Node2
286
-----
287

    
288
General Synnefo dependencies
289
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 * apache (http server)
292
 * gunicorn (WSGI http server)
293
 * postgresql (database)
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295
You can install the above by running:
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297
.. code-block:: console
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299
   # apt-get install apache2 postgresql
300

    
301
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
302
the official debian backports:
303

    
304
.. code-block:: console
305

    
306
   # apt-get -t squeeze-backports install gunicorn
307

    
308
Node2 will connect to the databases on node1, so you will also need the
309
python-psycopg2 package:
310

    
311
.. code-block:: console
312

    
313
   # apt-get install python-psycopg2
314

    
315
Database setup
316
~~~~~~~~~~~~~~
317

    
318
All databases have been created and setup on node1, so we do not need to take
319
any action here. From node2, we will just connect to them. When you get familiar
320
with the software you may choose to run different databases on different nodes,
321
for performance/scalability/redundancy reasons, but those kind of setups are out
322
of the purpose of this guide.
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324
Gunicorn setup
325
~~~~~~~~~~~~~~
326

    
327
Create the file ``synnefo`` under ``/etc/gunicorn.d/`` containing the following
328
(same contents as in node1; you can just copy/paste the file):
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330
.. code-block:: console
331

    
332
   CONFIG = {
333
    'mode': 'django',
334
    'environment': {
335
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
336
    },
337
    'working_dir': '/etc/synnefo',
338
    'user': 'www-data',
339
    'group': 'www-data',
340
    'args': (
341
      '--bind=127.0.0.1:8080',
342
      '--workers=4',
343
      '--log-level=debug',
344
      '--timeout=43200'
345
    ),
346
   }
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348
.. warning:: Do NOT start the server yet, because it won't find the
349
    ``synnefo.settings`` module. We will start the server after successful
350
    installation of astakos. If the server is running::
351

    
352
       # /etc/init.d/gunicorn stop
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354
Apache2 setup
355
~~~~~~~~~~~~~
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357
Create the file ``synnefo`` under ``/etc/apache2/sites-available/`` containing
358
the following:
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360
.. code-block:: console
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   <VirtualHost *:80>
363
     ServerName node2.example.com
364

    
365
     RewriteEngine On
366
     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
367
     RewriteRule ^(.*)$ - [F,L]
368
     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
369
   </VirtualHost>
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371
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
372
containing the following:
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374
.. code-block:: console
375

    
376
   <IfModule mod_ssl.c>
377
   <VirtualHost _default_:443>
378
     ServerName node2.example.com
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380
     Alias /static "/usr/share/synnefo/static"
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382
     SetEnv no-gzip
383
     SetEnv dont-vary
384
     AllowEncodedSlashes On
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386
     RequestHeader set X-Forwarded-Protocol "https"
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     <Proxy * >
389
       Order allow,deny
390
       Allow from all
391
     </Proxy>
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393
     SetEnv                proxy-sendchunked
394
     SSLProxyEngine        off
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     ProxyErrorOverride    off
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397
     ProxyPass        /static !
398
     ProxyPass        / http://localhost:8080/ retry=0
399
     ProxyPassReverse / http://localhost:8080/
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401
     SSLEngine on
402
     SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
403
     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
404
   </VirtualHost>
405
   </IfModule>
406

    
407
As in node1, enable sites and modules by running:
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409
.. code-block:: console
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411
   # a2enmod ssl
412
   # a2enmod rewrite
413
   # a2dissite default
414
   # a2ensite synnefo
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   # a2ensite synnefo-ssl
416
   # a2enmod headers
417
   # a2enmod proxy_http
418

    
419
.. warning:: Do NOT start/restart the server yet. If the server is running::
420

    
421
       # /etc/init.d/apache2 stop
422

    
423
We are now ready with all general prerequisites for node2. Now that we have
424
finished with all general prerequisites for both nodes, we can start installing
425
the services. First, let's install Astakos on node1.
426

    
427

    
428
Installation of Astakos on node1
429
================================
430

    
431
To install astakos, grab the package from our repository (make sure  you made
432
the additions needed in your ``/etc/apt/sources.list`` file, as described
433
previously), by running:
434

    
435
.. code-block:: console
436

    
437
   # apt-get install snf-astakos-app
438

    
439
After successful installation of snf-astakos-app, make sure that also
440
snf-webproject has been installed (marked as "Recommended" package). By default
441
Debian installs "Recommended" packages, but if you have changed your
442
configuration and the package didn't install automatically, you should
443
explicitly install it manually running:
444

    
445
.. code-block:: console
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   # apt-get install snf-webproject
448

    
449
The reason snf-webproject is "Recommended" and not a hard dependency, is to give
450
the experienced administrator the ability to install synnefo in a custom made
451
django project. This corner case concerns only very advanced users that know
452
what they are doing and want to experiment with synnefo.
453

    
454

    
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.. _conf-astakos:
456

    
457
Configuration of Astakos
458
========================
459

    
460
Conf Files
461
----------
462

    
463
After astakos is successfully installed, you will find the directory
464
``/etc/synnefo`` and some configuration files inside it. The files contain
465
commented configuration options, which are the default options. While installing
466
new snf-* components, new configuration files will appear inside the directory.
467
In this guide (and for all services), we will edit only the minimum necessary
468
configuration options, to reflect our setup. Everything else will remain as is.
469

    
470
After getting familiar with synnefo, you will be able to customize the software
471
as you wish and fits your needs. Many options are available, to empower the
472
administrator with extensively customizable setups.
473

    
474
For the snf-webproject component (installed as an astakos dependency), we
475
need the following:
476

    
477
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
478
uncomment and edit the ``DATABASES`` block to reflect our database:
479

    
480
.. code-block:: console
481

    
482
   DATABASES = {
483
    'default': {
484
        # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
485
        'ENGINE': 'postgresql_psycopg2',
486
         # ATTENTION: This *must* be the absolute path if using sqlite3.
487
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
488
        'NAME': 'snf_apps',
489
        'USER': 'synnefo',                      # Not used with sqlite3.
490
        'PASSWORD': 'examle_passw0rd',          # Not used with sqlite3.
491
        # Set to empty string for localhost. Not used with sqlite3.
492
        'HOST': '4.3.2.1',
493
        # Set to empty string for default. Not used with sqlite3.
494
        'PORT': '5432',
495
    }
496
   }
497

    
498
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
499
``SECRET_KEY``. This is a django specific setting which is used to provide a
500
seed in secret-key hashing algorithms. Set this to a random string of your
501
choise and keep it private:
502

    
503
.. code-block:: console
504

    
505
   SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
506

    
507
For astakos specific configuration, edit the following options in
508
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
509

    
510
.. code-block:: console
511

    
512
   ASTAKOS_IM_MODULES = ['local']
513

    
514
   ASTAKOS_COOKIE_DOMAIN = '.example.com'
515

    
516
   ASTAKOS_BASEURL = 'https://node1.example.com'
517

    
518
   ASTAKOS_SITENAME = '~okeanos demo example'
519

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

    
523
   ASTAKOS_RECAPTCHA_USE_SSL = True
524

    
525
``ASTAKOS_IM_MODULES`` refers to the astakos login methods. For now only local
526
is supported. The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our
527
domain (for all services). ``ASTAKOS_BASEURL`` is the astakos home page.
528

    
529
For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
530
go to https://www.google.com/recaptcha/admin/create and create your own pair.
531

    
532
Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` :
533

    
534
.. code-block:: console
535

    
536
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
537

    
538
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
539

    
540
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
541

    
542
Those settings have to do with the black cloudbar endpoints and will be described
543
in more detail later on in this guide. For now, just edit the domain to point at
544
node1 which is where we have installed Astakos.
545

    
546
If you are an advanced user and want to use the Shibboleth Authentication method,
547
read the relative :ref:`section <shibboleth-auth>`.
548

    
549
Database Initialization
550
-----------------------
551

    
552
After configuration is done, we initialize the database by running:
553

    
554
.. code-block:: console
555

    
556
   # snf-manage syncdb
557

    
558
At this example we don't need to create a django superuser, so we select
559
``[no]`` to the question. After a successful sync, we run the migration needed
560
for astakos:
561

    
562
.. code-block:: console
563

    
564
   # snf-manage migrate im
565

    
566
Then, we load the pre-defined user groups
567

    
568
.. code-block:: console
569

    
570
   # snf-manage loaddata groups
571

    
572
.. _services-reg:
573

    
574
Services Registration
575
---------------------
576

    
577
When the database is ready, we configure the elements of the Astakos cloudbar,
578
to point to our future services:
579

    
580
.. code-block:: console
581

    
582
   # snf-manage registerservice "~okeanos home" https://node1.example.com/im/ home-icon.png
583
   # snf-manage registerservice "cyclades" https://node1.example.com/ui/
584
   # snf-manage registerservice "pithos+" https://node2.example.com/ui/
585

    
586
Servers Initialization
587
----------------------
588

    
589
Finally, we initialize the servers on node1:
590

    
591
.. code-block:: console
592

    
593
   root@node1:~ # /etc/init.d/gunicorn restart
594
   root@node1:~ # /etc/init.d/apache2 restart
595

    
596
We have now finished the Astakos setup. Let's test it now.
597

    
598

    
599
Testing of Astakos
600
==================
601

    
602
Open your favorite browser and go to:
603

    
604
``http://node1.example.com/im``
605

    
606
If this redirects you to ``https://node1.example.com/im`` and you can see
607
the "welcome" door of Astakos, then you have successfully setup Astakos.
608

    
609
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
610
and fill all your data at the sign up form. Then click "SUBMIT". You should now
611
see a green box on the top, which informs you that you made a successful request
612
and the request has been sent to the administrators. So far so good, let's assume
613
that you created the user with username ``user@example.com``.
614

    
615
Now we need to activate that user. Return to a command prompt at node1 and run:
616

    
617
.. code-block:: console
618

    
619
   root@node1:~ # snf-manage listusers
620

    
621
This command should show you a list with only one user; the one we just created.
622
This user should have an id with a value of ``1``. It should also have an
623
"active" status with the value of ``0`` (inactive). Now run:
624

    
625
.. code-block:: console
626

    
627
   root@node1:~ # snf-manage modifyuser --set-active 1
628

    
629
This modifies the active value to ``1``, and actually activates the user.
630
When running in production, the activation is done automatically with different
631
types of moderation, that Astakos supports. You can see the moderation methods
632
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
633
documentation. In production, you can also manually activate a user, by sending
634
him/her an activation email. See how to do this at the :ref:`User
635
activation <user_activation>` section.
636

    
637
Now let's go back to the homepage. Open ``http://node1.example.com/im`` with
638
your browser again. Try to sign in using your new credentials. If the astakos
639
menu appears and you can see your profile, then you have successfully setup
640
Astakos.
641

    
642
Let's continue to install Pithos+ now.
643

    
644

    
645
Installation of Pithos+ on node2
646
================================
647

    
648
To install pithos+, grab the packages from our repository (make sure  you made
649
the additions needed in your ``/etc/apt/sources.list`` file, as described
650
previously), by running:
651

    
652
.. code-block:: console
653

    
654
   # apt-get install snf-pithos-app
655

    
656
After successful installation of snf-pithos-app, make sure that also
657
snf-webproject has been installed (marked as "Recommended" package). Refer to
658
the "Installation of Astakos on node1" section, if you don't remember why this
659
should happen. Now, install the pithos web interface:
660

    
661
.. code-block:: console
662

    
663
   # apt-get install snf-pithos-webclient
664

    
665
This package provides the standalone pithos web client. The web client is the
666
web UI for pithos+ and will be accessible by clicking "pithos+" on the Astakos
667
interface's cloudbar, at the top of the Astakos homepage.
668

    
669

    
670
.. _conf-pithos:
671

    
672
Configuration of Pithos+
673
========================
674

    
675
Conf Files
676
----------
677

    
678
After pithos+ is successfully installed, you will find the directory
679
``/etc/synnefo`` and some configuration files inside it, as you did in node1
680
after installation of astakos. Here, you will not have to change anything that
681
has to do with snf-common or snf-webproject. Everything is set at node1. You
682
only need to change settings that have to do with pithos+. Specifically:
683

    
684
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
685
only the two options:
686

    
687
.. code-block:: console
688

    
689
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
690

    
691
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
692

    
693
   PITHOS_AUTHENTICATION_URL = 'https://node1.example.com/im/authenticate'
694
   PITHOS_AUTHENTICATION_USERS = None
695

    
696
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w=='
697

    
698
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ app where to
699
find the pithos+ backend database. Above we tell pithos+ that its database is
700
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
701
``example_passw0rd``.  All those settings where setup during node1's "Database
702
setup" section.
703

    
704
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ app where to find
705
the pithos+ backend data. Above we tell pithos+ to store its data under
706
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
707
directory at node1's "Pithos+ data directory setup" section.
708

    
709
The ``PITHOS_AUTHENTICATION_URL`` option tells to the pithos+ app in which URI
710
is available the astakos authentication api. If not set, pithos+ tries to
711
authenticate using the ``PITHOS_AUTHENTICATION_USERS`` user pool.
712

    
713
The ``PITHOS_SERVICE_TOKEN`` should be the Pithos+ token returned by running on
714
the Astakos node (node1 in our case):
715

    
716
.. code-block:: console
717

    
718
   # snf-manage listservices
719

    
720
The token has been generated automatically during the :ref:`Pithos+ service
721
registration <services-reg>`.
722

    
723
Then we need to setup the web UI and connect it to astakos. To do so, edit
724
``/etc/synnefo/20-snf-pithos-webclient-settings.conf``:
725

    
726
.. code-block:: console
727

    
728
   PITHOS_UI_LOGIN_URL = "https://node1.example.com/im/login?next="
729
   PITHOS_UI_FEEDBACK_URL = "https://node1.example.com/im/feedback"
730

    
731
The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if
732
you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the
733
pithos+ feedback form. Astakos already provides a generic feedback form for all
734
services, so we use this one.
735

    
736
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
737
pithos+ web UI with the astakos web UI (through the top cloudbar):
738

    
739
.. code-block:: console
740

    
741
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
742
   PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = '3'
743
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
744
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
745

    
746
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
747
cloudbar.
748

    
749
The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` points to an already registered
750
Astakos service. You can see all :ref:`registered services <services-reg>` by
751
running on the Astakos node (node1):
752

    
753
.. code-block:: console
754

    
755
   # snf-manage listservices
756

    
757
The value of ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` should be the pithos service's
758
``id`` as shown by the above command, in our case ``3``.
759

    
760
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
761
pithos+ web client to get from astakos all the information needed to fill its
762
own cloudbar. So we put our astakos deployment urls there.
763

    
764
Servers Initialization
765
----------------------
766

    
767
After configuration is done, we initialize the servers on node2:
768

    
769
.. code-block:: console
770

    
771
   root@node2:~ # /etc/init.d/gunicorn restart
772
   root@node2:~ # /etc/init.d/apache2 restart
773

    
774
You have now finished the Pithos+ setup. Let's test it now.
775

    
776

    
777
Testing of Pithos+
778
==================
779

    
780
Open your browser and go to the Astakos homepage:
781

    
782
``http://node1.example.com/im``
783

    
784
Login, and you will see your profile page. Now, click the "pithos+" link on the
785
top black cloudbar. If everything was setup correctly, this will redirect you
786
to:
787

    
788
``https://node2.example.com/ui``
789

    
790
and you will see the blue interface of the Pithos+ application.  Click the
791
orange "Upload" button and upload your first file. If the file gets uploaded
792
successfully, then this is your first sign of a successful Pithos+ installation.
793
Go ahead and experiment with the interface to make sure everything works
794
correctly.
795

    
796
You can also use the Pithos+ clients to sync data from your Windows PC or MAC.
797

    
798
If you don't stumble on any problems, then you have successfully installed
799
Pithos+, which you can use as a standalone File Storage Service.
800

    
801
If you would like to do more, such as:
802

    
803
 * Spawning VMs
804
 * Spawning VMs from Images stored on Pithos+
805
 * Uploading your custom Images to Pithos+
806
 * Spawning VMs from those custom Images
807
 * Registering existing Pithos+ files as Images
808
 * Connect VMs to the Internet
809
 * Create Private Networks
810
 * Add VMs to Private Networks
811

    
812
please continue with the rest of the guide.
813

    
814

    
815
Cyclades (and Plankton) Prerequisites
816
=====================================
817

    
818
Before proceeding with the Cyclades (and Plankton) installation, make sure you
819
have successfully set up Astakos and Pithos+ first, because Cyclades depends
820
on them. If you don't have a working Astakos and Pithos+ installation yet,
821
please return to the :ref:`top <quick-install-admin-guide>` of this guide.
822

    
823
Besides Astakos and Pithos+, you will also need a number of additional working
824
prerequisites, before you start the Cyclades installation.
825

    
826
Ganeti
827
------
828

    
829
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
830
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
831
Please refer to the
832
`ganeti documentation <http://docs.ganeti.org/ganeti/2.5/html>`_ for all the
833
gory details. A successful Ganeti installation concludes with a working
834
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
835
<GANETI_NODES>`.
836

    
837
The above Ganeti cluster can run on different physical machines than node1 and
838
node2 and can scale independently, according to your needs.
839

    
840
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
841
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
842
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
843

    
844
We highly recommend that you read the official Ganeti documentation, if you are
845
not familiar with Ganeti. If you are extremely impatient, you can result with
846
the above assumed setup by running:
847

    
848
.. code-block:: console
849

    
850
   root@node1:~ # apt-get install ganeti2
851
   root@node1:~ # apt-get install ganeti-htools
852
   root@node2:~ # apt-get install ganeti2
853
   root@node2:~ # apt-get install ganeti-htools
854

    
855
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
856
both nodes, choose a domain name that resolves to a valid floating IP (let's say
857
it's ``ganeti.node1.example.com``). Make sure node1 and node2 have root access
858
between each other using ssh keys and not passwords. Also, make sure there is an
859
lvm volume group named ``ganeti`` that will host your VMs' disks. Finally, setup
860
a bridge interface on the host machines (e.g:: br0). Then run on node1:
861

    
862
.. code-block:: console
863

    
864
   root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init
865
                                   --no-etc-hosts --vg-name=ganeti
866
                                   --nic-parameters link=br0 --master-netdev eth0
867
                                   ganeti.node1.example.com
868
   root@node1:~ # gnt-cluster modify --default-iallocator hail
869
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
870
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
871

    
872
   root@node1:~ # gnt-node add --no-node-setup --master-capable=yes
873
                               --vm-capable=yes node2.example.com
874

    
875
For any problems you may stumble upon installing Ganeti, please refer to the
876
`official documentation <http://docs.ganeti.org/ganeti/2.5/html>`_. Installation
877
of Ganeti is out of the scope of this guide.
878

    
879
.. _cyclades-install-snfimage:
880

    
881
snf-image
882
---------
883

    
884
Installation
885
~~~~~~~~~~~~
886
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
887
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
888
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
889
node1 and node2. You can do this by running on *both* nodes:
890

    
891
.. code-block:: console
892

    
893
   # apt-get install snf-image-host snf-pithos-backend
894

    
895
snf-image also needs the `snf-pithos-backend <snf-pithos-backend>`, to be able to
896
handle image files stored on Pithos+. This is why, we also install it on *all*
897
VM-capable Ganeti nodes.
898

    
899
Now, you need to download and save the corresponding helper package. Please see
900
`here <https://code.grnet.gr/projects/snf-image/files>`_ for the latest package. Let's
901
assume that you installed snf-image-host version 0.3.5-1. Then, you need
902
snf-image-helper v0.3.5-1 on *both* nodes:
903

    
904
.. code-block:: console
905

    
906
   # cd /var/lib/snf-image/helper/
907
   # wget https://code.grnet.gr/attachments/download/1058/snf-image-helper_0.3.5-1_all.deb
908

    
909
.. warning:: Be careful: Do NOT install the snf-image-helper debian package.
910
             Just put it under /var/lib/snf-image/helper/
911

    
912
Once, you have downloaded the snf-image-helper package, create the helper VM by
913
running on *both* nodes:
914

    
915
.. code-block:: console
916

    
917
   # ln -s snf-image-helper_0.3.5-1_all.deb snf-image-helper.deb
918
   # snf-image-update-helper
919

    
920
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
921
snf-image-host to run successfully.
922

    
923
Configuration
924
~~~~~~~~~~~~~
925
snf-image supports native access to Images stored on Pithos+. This means that
926
snf-image can talk directly to the Pithos+ backend, without the need of providing
927
a public URL. More details, are described in the next section. For now, the only
928
thing we need to do, is configure snf-image to access our Pithos+ backend.
929

    
930
To do this, we need to set the corresponding variables in
931
``/etc/default/snf-image``, to reflect our Pithos+ setup:
932

    
933
.. code-block:: console
934

    
935
   PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
936

    
937
   PITHOS_DATA="/srv/pithos/data"
938

    
939
If you have installed your Ganeti cluster on different nodes than node1 and node2 make
940
sure that ``/srv/pithos/data`` is visible by all of them.
941

    
942
If you would like to use Images that are also/only stored locally, you need to
943
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
944
Pithos+.
945

    
946
Testing
947
~~~~~~~
948
You can test that snf-image is successfully installed by running on the
949
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
950

    
951
.. code-block:: console
952

    
953
   # gnt-os diagnose
954

    
955
This should return ``valid`` for snf-image.
956

    
957
If you are interested to learn more about snf-image's internals (and even use
958
it alongside Ganeti without Synnefo), please see
959
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information concerning
960
installation instructions, documentation on the design and implementation, and
961
supported Image formats.
962

    
963
.. _snf-image-images:
964

    
965
snf-image's actual Images
966
-------------------------
967

    
968
Now that snf-image is installed successfully we need to provide it with some
969
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
970
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
971
format. For more information about snf-image's Image formats see `here
972
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
973

    
974
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
975
above Images to be stored:
976

    
977
 * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR`` in
978
   :file:`/etc/default/snf-image`)
979
 * On a remote host (accessible via a public URL e.g: http://... or ftp://...)
980
 * On Pithos+ (accessible natively, not only by its public URL)
981

    
982
For the purpose of this guide, we will use the `Debian Squeeze Base Image
983
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ found on the official
984
`snf-image page
985
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
986
of type ``diskdump``. We will store it in our new Pithos+ installation.
987

    
988
To do so, do the following:
989

    
990
a) Download the Image from the official snf-image page (`image link
991
   <https://pithos.okeanos.grnet.gr/public/9epgb>`_).
992

    
993
b) Upload the Image to your Pithos+ installation, either using the Pithos+ Web UI
994
   or the command line client `kamaki
995
   <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_.
996

    
997
Once the Image is uploaded successfully, download the Image's metadata file
998
from the official snf-image page (`image_metadata link
999
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_). You will need it, for
1000
spawning a VM from Ganeti, in the next section.
1001

    
1002
Of course, you can repeat the procedure to upload more Images, available from the
1003
`official snf-image page
1004
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
1005

    
1006
.. _ganeti-with-pithos-images:
1007

    
1008
Spawning a VM from a Pithos+ Image, using Ganeti
1009
------------------------------------------------
1010

    
1011
Now, it is time to test our installation so far. So, we have Astakos and
1012
Pithos+ installed, we have a working Ganeti installation, the snf-image
1013
definition installed on all VM-capable nodes and a Debian Squeeze Image on
1014
Pithos+. Make sure you also have the `metadata file
1015
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
1016

    
1017
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
1018

    
1019
.. code-block:: console
1020

    
1021
   # gnt-instance add -o snf-image+default --os-parameters
1022
                      img_passwd=my_vm_example_passw0rd,
1023
                      img_format=diskdump,
1024
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1025
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1026
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1027
                      testvm1
1028

    
1029
In the above command:
1030

    
1031
 * ``img_passwd``: the arbitrary root password of your new instance
1032
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1033
 * ``img_id``: If you want to deploy an Image stored on Pithos+ (our case), this
1034
               should have the format
1035
               ``pithos://<username>/<container>/<filename>``:
1036
                * ``username``: ``user@example.com`` (defined during Astakos sign up)
1037
                * ``container``: ``pithos`` (default, if the Web UI was used)
1038
                * ``filename``: the name of file (visible also from the Web UI)
1039
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1040
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1041
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
1042

    
1043
If the ``gnt-instance add`` command returns successfully, then run:
1044

    
1045
.. code-block:: console
1046

    
1047
   # gnt-instance info testvm1 | grep "console connection"
1048

    
1049
to find out where to connect using VNC. If you can connect successfully and can
1050
login to your new instance using the root password ``my_vm_example_passw0rd``,
1051
then everything works as expected and you have your new Debian Base VM up and
1052
running.
1053

    
1054
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1055
to access the Pithos+ database and the Pithos+ backend data. Also, make sure
1056
you gave the correct ``img_id`` and ``img_properties``. If ``gnt-instance add``
1057
succeeds but you cannot connect, again find out what went wrong. Do *NOT*
1058
proceed to the next steps unless you are sure everything works till this point.
1059

    
1060
If everything works, you have successfully connected Ganeti with Pithos+. Let's
1061
move on to networking now.
1062

    
1063
.. warning::
1064
    You can bypass the networking sections and go straight to
1065
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1066
    the Cyclades Network Service, but only the Cyclades Compute Service
1067
    (recommended for now).
1068

    
1069
Network setup overview
1070
----------------------
1071

    
1072
This part is deployment-specific and must be customized based on the specific
1073
needs of the system administrator. However, to do so, the administrator needs
1074
to understand how each level handles Virtual Networks, to be able to setup the
1075
backend appropriately, before installing Cyclades. To do so, please read the
1076
:ref:`Network <networks>` section before proceeding.
1077

    
1078
Public Network setup
1079
--------------------
1080

    
1081
Physical hosts' public network setup
1082
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1083

    
1084
The physical hosts' setup is out of the scope of this guide.
1085

    
1086
However, two common cases that you may want to consider (and choose from) are:
1087

    
1088
a) One public bridge, where all VMs' public tap interfaces will connect.
1089
b) IP-less routing over the same vlan on every host.
1090

    
1091
When you setup your physical hosts (node1 and node2) for the Public Network,
1092
then you need to inform Ganeti about the Network's IP range.
1093

    
1094
Add the public network to Ganeti
1095
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1096

    
1097
Once you have Ganeti with IP pool management up and running, you need to choose
1098
the public network for your VMs and add it to Ganeti. Let's assume, that you
1099
want to assign IPs from the ``5.6.7.0/27`` range to your new VMs, with
1100
``5.6.7.1`` as their gateway. You can add the network by running:
1101

    
1102
.. code-block:: console
1103

    
1104
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 public_network
1105

    
1106
Then, connect the network to all your nodegroups. We assume that we only have
1107
one nodegroup (``default``) in our Ganeti cluster:
1108

    
1109
.. code-block:: console
1110

    
1111
   # gnt-network connect public_network default public_link
1112

    
1113
Your new network is now ready from the Ganeti perspective. Now, we need to setup
1114
`NFDHCPD` to actually reply with the correct IPs (that Ganeti will choose for
1115
each NIC).
1116

    
1117
NFDHCPD
1118
~~~~~~~
1119

    
1120
At this point, Ganeti knows about your preferred network, it can manage the IP
1121
pool and choose a specific IP for each new VM's NIC. However, the actual
1122
assignment of the IP to the NIC is not done by Ganeti. It is done after the VM
1123
boots and its dhcp client makes a request. When this is done, `NFDHCPD` will
1124
reply to the request with Ganeti's chosen IP. So, we need to install `NFDHCPD`
1125
on all VM-capable nodes of the Ganeti cluster (node1 and node2 in our case) and
1126
connect it to Ganeti:
1127

    
1128
.. code-block:: console
1129

    
1130
   # apt-get install nfdhcpd
1131

    
1132
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1133
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1134
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1135
VMs. Once you are finished, restart the server on all nodes:
1136

    
1137
.. code-block:: console
1138

    
1139
   # /etc/init.d/nfdhcpd restart
1140

    
1141
If you are using ``ferm``, then you need to run the following:
1142

    
1143
.. code-block:: console
1144

    
1145
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1146
   # /etc/init.d/ferm restart
1147

    
1148
Now, you need to connect `NFDHCPD` with Ganeti. To do that, you need to install
1149
a custom KVM ifup script for use by Ganeti, as ``/etc/ganeti/kvm-vif-bridge``,
1150
on all VM-capable GANETI-NODEs (node1 and node2). A sample implementation is
1151
provided along with `snf-cyclades-gtools <snf-cyclades-gtools>`, that will
1152
be installed in the next sections, however you will probably need to write your
1153
own, according to your underlying network configuration.
1154

    
1155
Testing the Public Network
1156
~~~~~~~~~~~~~~~~~~~~~~~~~~
1157

    
1158
So, we have setup the bridges/vlans on the physical hosts appropriately, we have
1159
added the desired network to Ganeti, we have installed nfdhcpd and installed the
1160
appropriate ``kvm-vif-bridge`` script under ``/etc/ganeti``.
1161

    
1162
Now, it is time to test that the backend infrastracture is correctly setup for
1163
the Public Network. We assume to have used the (b) method on setting up the
1164
physical hosts. We will add a new VM, the same way we did it on the previous
1165
testing section. However, now will also add one NIC, configured to be managed
1166
from our previously defined network. Run on the GANETI-MASTER (node1):
1167

    
1168
.. code-block:: console
1169

    
1170
   # gnt-instance add -o snf-image+default --os-parameters
1171
                      img_passwd=my_vm_example_passw0rd,
1172
                      img_format=diskdump,
1173
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1174
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1175
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1176
                      --net 0:ip=pool,mode=routed,link=public_link
1177
                      testvm2
1178

    
1179
If the above returns successfully, connect to the new VM and run:
1180

    
1181
.. code-block:: console
1182

    
1183
   root@testvm2:~ # ifconfig -a
1184

    
1185
If a network interface appears with an IP from you Public Network's range
1186
(``5.6.7.0/27``) and the corresponding gateway, then you have successfully
1187
connected Ganeti with `NFDHCPD` (and ``kvm-vif-bridge`` works correctly).
1188

    
1189
Now ping the outside world. If this works too, then you have also configured
1190
correctly your physical hosts' networking.
1191

    
1192
Later, Cyclades will create the first NIC of every new VM by issuing an
1193
analogous command. The first NIC of the instance will be the NIC connected to
1194
the Public Network. The ``link`` variable will be set accordingly in the
1195
Cyclades conf files later on the guide.
1196

    
1197
Make sure everything works as expected, before proceeding with the Private
1198
Networks setup.
1199

    
1200
.. _private-networks-setup:
1201

    
1202
Private Networks setup
1203
----------------------
1204

    
1205
Physical hosts' private networks setup
1206
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1207

    
1208
At the physical host's level, it is the administrator's responsibility to
1209
configure the network appropriately, according to his/her needs (as for the
1210
Public Network).
1211

    
1212
However we propose the following setup:
1213

    
1214
For every possible Private Network we assume a pre-provisioned bridge interface
1215
exists on every host with the same name. Every Private Network will be
1216
associated with one of the pre-provisioned bridges. Then the instance's new NIC
1217
(while connecting to the Private Network) will be connected to that bridge. All
1218
instances' tap interfaces that reside in the same Private Network will be
1219
connected in the corresponding bridge of that network. Furthermore, every
1220
bridge will be connected to a corresponding vlan. So, lets assume that our
1221
Cyclades installation allows for 20 Private Networks to be setup. We should
1222
pre-provision the corresponding bridges and vlans to all the hosts. We can do
1223
this by running on all VM-capable Ganeti nodes (in our case node1 and node2):
1224

    
1225
.. code-block:: console
1226

    
1227
   # $iface=eth0
1228
   # for prv in $(seq 1 20); do
1229
	vlan=$prv
1230
	bridge=prv$prv
1231
	vconfig add $iface $vlan
1232
	ifconfig $iface.$vlan up
1233
	brctl addbr $bridge
1234
	brctl setfd $bridge 0
1235
	brctl addif $bridge $iface.$vlan
1236
	ifconfig $bridge up
1237
      done
1238

    
1239
The above will do the following (assuming ``eth0`` exists on both hosts):
1240

    
1241
 * provision 20 new bridges: ``prv1`` - ``prv20``
1242
 * provision 20 new vlans: ``eth0.1`` - ``eth0.20``
1243
 * add the corresponding vlan to the equivelant bridge
1244

    
1245
You can run ``brctl show`` on both nodes to see if everything was setup
1246
correctly.
1247

    
1248
Everything is now setup to support the 20 Cyclades Private Networks. Later,
1249
we will configure Cyclades to talk to those 20 pre-provisioned bridges.
1250

    
1251
Testing the Private Networks
1252
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1253

    
1254
To test the Private Networks, we will create two instances and put them in the
1255
same Private Network (``prv1``). This means that the instances will have a
1256
second NIC connected to the ``prv1`` pre-provisioned bridge.
1257

    
1258
We run the same command as in the Public Network testing section, but with one
1259
more argument for the second NIC:
1260

    
1261
.. code-block:: console
1262

    
1263
   # gnt-instance add -o snf-image+default --os-parameters
1264
                      img_passwd=my_vm_example_passw0rd,
1265
                      img_format=diskdump,
1266
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1267
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1268
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1269
                      --net 0:ip=pool,mode=routed,link=public_link
1270
                      --net 1:ip=none,mode=bridged,link=prv1
1271
                      testvm3
1272

    
1273
   # gnt-instance add -o snf-image+default --os-parameters
1274
                      img_passwd=my_vm_example_passw0rd,
1275
                      img_format=diskdump,
1276
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1277
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1278
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1279
                      --net 0:ip=pool,mode=routed,link=public_link
1280
                      --net 1:ip=none,mode=bridged,link=prv1
1281
                      testvm4
1282

    
1283
Above, we create two instances with their first NIC connected to the Public
1284
Network and their second NIC connected to the first Private Network (``prv1``).
1285
Now, connect to the instances using VNC and make sure everything works as
1286
expected:
1287

    
1288
a) The instances have access to the public internet through their first eth
1289
   interface (``eth0``), which has been automatically assigned a public IP.
1290

    
1291
b) Setup the second eth interface of the instances (``eth1``), by assigning two
1292
   different private IPs (e.g.: ``10.0.0.1`` and ``10.0.0.2``) and the
1293
   corresponding netmask. If they ``ping`` each other successfully, then
1294
   the Private Network works.
1295

    
1296
Repeat the procedure with more instances connected in different Private Networks
1297
(``prv{1-20}``), by adding more NICs on each instance. e.g.: We add an instance
1298
connected to the Public Network and Private Networks 1, 3 and 19:
1299

    
1300
.. code-block:: console
1301

    
1302
   # gnt-instance add -o snf-image+default --os-parameters
1303
                      img_passwd=my_vm_example_passw0rd,
1304
                      img_format=diskdump,
1305
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1306
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1307
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1308
                      --net 0:ip=pool,mode=routed,link=public_link
1309
                      --net 1:ip=none,mode=bridged,link=prv1
1310
                      --net 2:ip=none,mode=bridged,link=prv3
1311
                      --net 3:ip=none,mode=bridged,link=prv19
1312
                      testvm5
1313

    
1314
If everything works as expected, then you have finished the Network Setup at the
1315
backend for both types of Networks (Public & Private).
1316

    
1317
.. _cyclades-gtools:
1318

    
1319
Cyclades Ganeti tools
1320
---------------------
1321

    
1322
In order for Ganeti to be connected with Cyclades later on, we need the
1323
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1324
case). You can install them by running in both nodes:
1325

    
1326
.. code-block:: console
1327

    
1328
   # apt-get install snf-cyclades-gtools
1329

    
1330
This will install the following:
1331

    
1332
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1333
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1334
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1335

    
1336
Configure ``snf-cyclades-gtools``
1337
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1338

    
1339
The package will install the ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf``
1340
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1341
that need it:
1342

    
1343
.. code-block:: console
1344

    
1345
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1346

    
1347
The above variables should reflect your :ref:`Message Queue setup
1348
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1349

    
1350
Connect ``snf-image`` with ``snf-progress-monitor``
1351
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1352

    
1353
Finally, we need to configure ``snf-image`` to publish progress messages during
1354
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1355
set the corresponding variable to ``snf-progress-monitor``:
1356

    
1357
.. code-block:: console
1358

    
1359
   PROGRESS_MONITOR="snf-progress-monitor"
1360

    
1361
This file should be editted in all Ganeti nodes.
1362

    
1363
.. _rapi-user:
1364

    
1365
Synnefo RAPI user
1366
-----------------
1367

    
1368
As a last step before installing Cyclades, create a new RAPI user that will
1369
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1370
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1371
You can do this, by first running:
1372

    
1373
.. code-block:: console
1374

    
1375
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1376

    
1377
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1378

    
1379
.. code-block:: console
1380

    
1381
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1382

    
1383
More about Ganeti's RAPI users `here.
1384
<http://docs.ganeti.org/ganeti/2.5/html/rapi.html#introduction>`_
1385

    
1386
You have now finished with all needed Prerequisites for Cyclades (and
1387
Plankton). Let's move on to the actual Cyclades installation.
1388

    
1389

    
1390
Installation of Cyclades (and Plankton) on node1
1391
================================================
1392

    
1393
This section describes the installation of Cyclades. Cyclades is Synnefo's
1394
Compute service. Plankton (the Image Registry service) will get installed
1395
automatically along with Cyclades, because it is contained in the same Synnefo
1396
component right now.
1397

    
1398
We will install Cyclades (and Plankton) on node1. To do so, we install the
1399
corresponding package by running on node1:
1400

    
1401
.. code-block:: console
1402

    
1403
   # apt-get install snf-cyclades-app
1404

    
1405
.. warning:: Make sure you have installed ``python-gevent`` version >= 0.13.6.
1406
    This version is available at squeeze-backports and can be installed by
1407
    running: ``apt-get install -t squeeze-backports python-gevent``
1408

    
1409
If all packages install successfully, then Cyclades and Plankton are installed
1410
and we proceed with their configuration.
1411

    
1412

    
1413
Configuration of Cyclades (and Plankton)
1414
========================================
1415

    
1416
Conf files
1417
----------
1418

    
1419
After installing Cyclades, a number of new configuration files will appear under
1420
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will descibe here
1421
only the minimal needed changes to result with a working system. In general, sane
1422
defaults have been chosen for the most of the options, to cover most of the
1423
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1424
once you get familiar with the different options.
1425

    
1426
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1427

    
1428
.. code-block:: console
1429

    
1430
   GANETI_MAX_LINK_NUMBER = 20
1431
   ASTAKOS_URL = 'https://node1.example.com/im/authenticate'
1432

    
1433
The ``GANETI_MAX_LINK_NUMBER`` is used to construct the names of the bridges
1434
already pre-provisioned for the Private Networks. Thus we set it to ``20``, to
1435
reflect our :ref:`Private Networks setup in the host machines
1436
<private-networks-setup>`. These numbers will suffix the
1437
``GANETI_LINK_PREFIX``, which is already set to ``prv`` and doesn't need to be
1438
changed. With those two variables Cyclades will construct the names of the
1439
available bridges ``prv1`` to ``prv20``, which are the real pre-provisioned
1440
bridges in the backend.
1441

    
1442
The ``ASTAKOS_URL`` denotes the authentication endpoint for Cyclades and is set
1443
to point to Astakos (this should have the same value with Pithos+'s
1444
``PITHOS_AUTHENTICATION_URL``, setup :ref:`previously <conf-pithos>`).
1445

    
1446
Edit ``/etc/synnefo/20-snf-cyclades-app-backend.conf``:
1447

    
1448
.. code-block:: console
1449

    
1450
   GANETI_MASTER_IP = "ganeti.node1.example.com"
1451
   GANETI_CLUSTER_INFO = (GANETI_MASTER_IP, 5080, "cyclades", "example_rapi_passw0rd")
1452

    
1453
``GANETI_MASTER_IP`` denotes the Ganeti-master's floating IP. We provide the
1454
corresponding domain that resolves to that IP, than the IP itself, to ensure
1455
Cyclades can talk to Ganeti even after a Ganeti master-failover.
1456

    
1457
``GANETI_CLUSTER_INFO`` is a tuple containing the ``GANETI_MASTER_IP``, the RAPI
1458
port, the RAPI user's username and the RAPI user's password. We set the above to
1459
reflect our :ref:`RAPI User setup <rapi-user>`.
1460

    
1461
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1462

    
1463
.. code-block:: console
1464

    
1465
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1466
   CLOUDBAR_ACTIVE_SERVICE = '2'
1467
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
1468
   CLOUDBAR_MENU_URL = 'https://account.node1.example.com/im/get_menu'
1469

    
1470
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1471
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1472
used by the Cyclades Web UI to get from Astakos all the information needed to
1473
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1474
above should have the same values we put in the corresponding variables in
1475
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1476
:ref:`Pithos configuration <conf-pithos>` section.
1477

    
1478
The ``CLOUDBAR_ACTIVE_SERVICE`` points to an already registered Astakos
1479
service. You can see all :ref:`registered services <services-reg>` by running
1480
on the Astakos node (node1):
1481

    
1482
.. code-block:: console
1483

    
1484
   # snf-manage listservices
1485

    
1486
The value of ``CLOUDBAR_ACTIVE_SERVICE`` should be the cyclades service's
1487
``id`` as shown by the above command, in our case ``2``.
1488

    
1489
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1490

    
1491
.. code-block:: console
1492

    
1493
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1494
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1495

    
1496
In this file we configure the Plankton Service. ``BACKEND_DB_CONNECTION``
1497
denotes the Pithos+ database (where the Image files are stored). So we set that
1498
to point to our Pithos+ database. ``BACKEND_BLOCK_PATH`` denotes the actual
1499
Pithos+ data location.
1500

    
1501
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1502

    
1503
.. code-block:: console
1504

    
1505
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1506

    
1507
The above settings denote the Message Queue. Those settings should have the same
1508
values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and
1509
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1510

    
1511
Edit ``/etc/synnefo/20-snf-cyclades-app-ui.conf``:
1512

    
1513
.. code-block:: console
1514

    
1515
   UI_MEDIA_URL = '/static/ui/static/snf/'
1516
   UI_LOGIN_URL = "https://node1.example.com/im/login"
1517
   UI_LOGOUT_URL = "https://node1.example.com/im/logout"
1518

    
1519
``UI_MEDIA_URL`` denotes the location of the UI's static files.
1520

    
1521
The ``UI_LOGIN_URL`` option tells the Cyclades Web UI where to redirect users,
1522
if they are not logged in. We point that to Astakos.
1523

    
1524
The ``UI_LOGOUT_URL`` option tells the Cyclades Web UI where to redirect the
1525
user when he/she logs out. We point that to Astakos, too.
1526

    
1527
We have now finished with the basic Cyclades and Plankton configuration.
1528

    
1529
Database Initialization
1530
-----------------------
1531

    
1532
Once Cyclades is configured, we sync the database:
1533

    
1534
.. code-block:: console
1535

    
1536
   $ snf-manage syncdb
1537
   $ snf-manage migrate
1538

    
1539
and load the initial server flavors:
1540

    
1541
.. code-block:: console
1542

    
1543
   $ snf-manage loaddata flavors
1544

    
1545
If everything returns successfully, our database is ready.
1546

    
1547
Servers restart
1548
---------------
1549

    
1550
We also need to restart gunicorn on node1:
1551

    
1552
.. code-block:: console
1553

    
1554
   # /etc/init.d/gunicorn restart
1555

    
1556
Now let's do the final connections of Cyclades with Ganeti.
1557

    
1558
``snf-dispatcher`` initialization
1559
---------------------------------
1560

    
1561
``snf-dispatcher`` dispatches all messages published to the Message Queue and
1562
manages the Cyclades database accordingly. It also initializes all exchanges. By
1563
default it is not enabled during installation of Cyclades, so let's enable it in
1564
its configuration file ``/etc/default/snf-dispatcher``:
1565

    
1566
.. code-block:: console
1567

    
1568
   SNF_DSPTCH_ENABLE=true
1569

    
1570
and start the daemon:
1571

    
1572
.. code-block:: console
1573

    
1574
   # /etc/init.d/snf-dispatcher start
1575

    
1576
You can see that everything works correctly by tailing its log file
1577
``/var/log/synnefo/dispatcher.log``.
1578

    
1579
``snf-ganeti-eventd`` on GANETI MASTER
1580
--------------------------------------
1581

    
1582
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
1583
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
1584
The daemon is already installed on the GANETI MASTER (node1 in our case).
1585
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
1586
installation, so we enable it in its configuration file
1587
``/etc/default/snf-ganeti-eventd``:
1588

    
1589
.. code-block:: console
1590

    
1591
   SNF_EVENTD_ENABLE=true
1592

    
1593
and start the daemon:
1594

    
1595
.. code-block:: console
1596

    
1597
   # /etc/init.d/snf-ganeti-eventd start
1598

    
1599
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
1600

    
1601
If all the above return successfully, then you have finished with the Cyclades
1602
and Plankton installation and setup. Let's test our installation now.
1603

    
1604

    
1605
Testing of Cyclades (and Plankton)
1606
==================================
1607

    
1608
Cyclades Web UI
1609
---------------
1610

    
1611
First of all we need to test that our Cyclades Web UI works correctly. Open your
1612
browser and go to the Astakos home page. Login and then click 'cyclades' on the
1613
top cloud bar. This should redirect you to:
1614

    
1615
 `http://node1.example.com/ui/`
1616

    
1617
and the Cyclades home page should appear. If not, please go back and find what
1618
went wrong. Do not proceed if you don't see the Cyclades home page.
1619

    
1620
If the Cyclades home page appears, click on the orange button 'New machine'. The
1621
first step of the 'New machine wizard' will appear. This step shows all the
1622
available Images from which you can spawn new VMs. The list should be currently
1623
empty, as we haven't registered any Images yet. Close the wizard and browse the
1624
interface (not many things to see yet). If everything seems to work, let's
1625
register our first Image file.
1626

    
1627
Cyclades Images
1628
---------------
1629

    
1630
To test our Cyclades (and Plankton) installation, we will use an Image stored on
1631
Pithos+ to spawn a new VM from the Cyclades interface. We will describe all
1632
steps, even though you may already have uploaded an Image on Pithos+ from a
1633
:ref:`previous <snf-image-images>` section:
1634

    
1635
 * Upload an Image file to Pithos+
1636
 * Register that Image file to Plankton
1637
 * Spawn a new VM from that Image from the Cyclades Web UI
1638

    
1639
We will use the `kamaki <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_
1640
command line client to do the uploading and registering of the Image.
1641

    
1642
Installation of `kamaki`
1643
~~~~~~~~~~~~~~~~~~~~~~~~
1644

    
1645
You can install `kamaki` anywhere you like, since it is a standalone client of
1646
the APIs and talks to the installation over `http`. For the purpose of this
1647
guide we will assume that we have downloaded the `Debian Squeeze Base Image
1648
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ and stored it under node1's
1649
``/srv/images`` directory. For that reason we will install `kamaki` on node1,
1650
too. We do this by running:
1651

    
1652
.. code-block:: console
1653

    
1654
   # apt-get install kamaki
1655

    
1656
Configuration of kamaki
1657
~~~~~~~~~~~~~~~~~~~~~~~
1658

    
1659
Now we need to setup kamaki, by adding the appropriate URLs and tokens of our
1660
installation. We do this by running:
1661

    
1662
.. code-block:: console
1663

    
1664
   $ kamaki config set astakos.url "https://node1.example.com"
1665
   $ kamaki config set compute.url="https://node1.example.com/api/v1.1"
1666
   $ kamaki config set image.url "https://node1.examle.com/plankton"
1667
   $ kamaki config set storage.url "https://node2.example.com/v1"
1668
   $ kamaki config set storage.account "user@example.com"
1669
   $ kamaki config set global.token "bdY_example_user_tokenYUff=="
1670

    
1671
The token at the last kamaki command is our user's (``user@example.com``) token,
1672
as it appears on the user's `Profile` web page on the Astakos Web UI.
1673

    
1674
You can see that the new configuration options have been applied correctly, by
1675
running:
1676

    
1677
.. code-block:: console
1678

    
1679
   $ kamaki config list
1680

    
1681
Upload an Image file to Pithos+
1682
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1683

    
1684
Now, that we have set up `kamaki` we will upload the Image that we have
1685
downloaded and stored under ``/srv/images/``. Although we can upload the Image
1686
under the root ``Pithos`` container (as you may have done when uploading the
1687
Image from the Pithos+ Web UI), we will create a new container called ``images``
1688
and store the Image under that container. We do this for two reasons:
1689

    
1690
a) To demonstrate how to create containers other than the default ``Pithos``.
1691
   This can be done only with the `kamaki` client and not through the Web UI.
1692

    
1693
b) As a best organization practise, so that you won't have your Image files
1694
   tangled along with all your other Pithos+ files and directory structures.
1695

    
1696
We create the new ``images`` container by running:
1697

    
1698
.. code-block:: console
1699

    
1700
   $ kamaki store create images
1701

    
1702
Then, we upload the Image file to that container:
1703

    
1704
.. code-block:: console
1705

    
1706
   $ kamaki store upload --container images \
1707
                         /srv/images/debian_base-6.0-7-x86_64.diskdump \
1708
                         debian_base-6.0-7-x86_64.diskdump
1709

    
1710
The first is the local path and the second is the remote path on Pithos+. If
1711
the new container and the file appears on the Pithos+ Web UI, then you have
1712
successfully created the container and uploaded the Image file.
1713

    
1714
Register an existing Image file to Plankton
1715
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1716

    
1717
Once the Image file has been successfully uploaded on Pithos+, then we register
1718
it to Plankton (so that it becomes visible to Cyclades), by running:
1719

    
1720
.. code-block:: console
1721

    
1722
   $ kamaki image register "Debian Base"
1723
                           pithos://user@examle.com/images/debian_base-6.0-7-x86_64.diskdump
1724
                           --public
1725
                           --disk-format=diskdump
1726
                           --property OSFAMILY=linux --property ROOT_PARTITION=1
1727
                           --property description="Debian Squeeze Base System"
1728
                           --property size=451 --property kernel=2.6.32 --property GUI="No GUI"
1729
                           --property sortorder=1 --property USERS=root --property OS=debian
1730

    
1731
This command registers the Pithos+ file
1732
``pithos://user@examle.com/images/debian_base-6.0-7-x86_64.diskdump`` as an
1733
Image in Plankton. This Image will be public (``--public``), so all users will
1734
be able to spawn VMs from it and is of type ``diskdump``. The first two
1735
properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest
1736
properties are optional, but recommended, so that the Images appear nicely on
1737
the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The
1738
``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable
1739
inside the ``20-snf-cyclades-app-ui.conf`` configuration file.
1740

    
1741
``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed
1742
from Plankton to Cyclades and then to Ganeti and `snf-image` (also see
1743
:ref:`previous section <ganeti-with-pithos-images>`). All other properties are
1744
used to show information on the Cyclades UI.
1745

    
1746
Spawn a VM from the Cyclades Web UI
1747
-----------------------------------
1748

    
1749
If the registration completes successfully, then go to the Cyclades Web UI from
1750
your browser at:
1751

    
1752
 `https://node1.example.com/ui/`
1753

    
1754
Click on the 'New Machine' button and the first step of the wizard will appear.
1755
Click on 'My Images' (right after 'System' Images) on the left pane of the
1756
wizard. Your previously registered Image "Debian Base" should appear under
1757
'Available Images'. If not, something has gone wrong with the registration. Make
1758
sure you can see your Image file on the Pithos+ Web UI and ``kamaki image
1759
register`` returns successfully with all options and properties as shown above.
1760

    
1761
If the Image appears on the list, select it and complete the wizard by selecting
1762
a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you
1763
write down your password, because you *WON'T* be able to retrieve it later.
1764

    
1765
If everything was setup correctly, after a few minutes your new machine will go
1766
to state 'Running' and you will be able to use it. Click 'Console' to connect
1767
through VNC out of band, or click on the machine's icon to connect directly via
1768
SSH or RDP (for windows machines).
1769

    
1770
Congratulations. You have successfully installed the whole Synnefo stack and
1771
connected all components. Go ahead in the next section to test the Network
1772
functionality from inside Cyclades and discover even more features.
1773

    
1774

    
1775
General Testing
1776
===============
1777

    
1778

    
1779
Notes
1780
=====