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.. _quick-install-admin-guide:
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Administrator's Quick Installation Guide
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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This is the Administrator's quick installation guide.
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It describes how to install the whole synnefo stack on two (2) physical nodes,
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with minimum configuration. It installs synnefo from Debian packages, and
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assumes the nodes run Debian Squeeze. After successful installation, you will
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have the following services running:
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 * Identity Management (Astakos)
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 * Object Storage Service (Pithos+)
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 * Compute Service (Cyclades)
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 * Image Registry Service (Plankton)
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and a single unified Web UI to manage them all.
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The Volume Storage Service (Archipelago) and the Billing Service (Aquarium) are
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not released yet.
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If you just want to install the Object Storage Service (Pithos+), follow the guide
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and just stop after the "Testing of Pithos+" section.
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Installation of Synnefo / Introduction
28
======================================
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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
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~~~~~~~~~~~~~
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179
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>
233
   </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,
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during the Cyclades setup.
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Pithos+ data directory setup
269
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
270

    
271
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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.. code-block:: console
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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
281

    
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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
298

    
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
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308
Node2 will connect to the databases on node1, so you will also need the
309
python-psycopg2 package:
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.. code-block:: console
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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.
323

    
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
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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',
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      '--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::
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352
       # /etc/init.d/gunicorn stop
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Apache2 setup
355
~~~~~~~~~~~~~
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357
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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362
   <VirtualHost *:80>
363
     ServerName node2.example.com
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     RewriteEngine On
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     RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
367
     RewriteRule ^(.*)$ - [F,L]
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     RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
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   </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>
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     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
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     AllowEncodedSlashes On
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386
     RequestHeader set X-Forwarded-Protocol "https"
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     <Proxy * >
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       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
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     SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
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   </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
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   # 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

    
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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

    
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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
446

    
447
   # 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.
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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
If you are an advanced user and want to use the Shibboleth Authentication method,
533
read the relative :ref:`section <shibboleth-auth>`.
534

    
535
Database Initialization
536
-----------------------
537

    
538
After configuration is done, we initialize the database by running:
539

    
540
.. code-block:: console
541

    
542
   # snf-manage syncdb
543

    
544
At this example we don't need to create a django superuser, so we select
545
``[no]`` to the question. After a successful sync, we run the migration needed
546
for astakos:
547

    
548
.. code-block:: console
549

    
550
   # snf-manage migrate im
551

    
552
Then, we load the pre-defined user groups
553

    
554
.. code-block:: console
555

    
556
   # snf-manage loaddata groups
557

    
558
.. _services-reg:
559

    
560
Services Registration
561
---------------------
562

    
563
When the database is ready, we configure the elements of the Astakos cloudbar,
564
to point to our future services:
565

    
566
.. code-block:: console
567

    
568
   # snf-manage registerservice "~okeanos home" https://node1.example.com/im/ home-icon.png
569
   # snf-manage registerservice "cyclades" https://node1.example.com/ui/
570
   # snf-manage registerservice "pithos+" https://node2.example.com/ui/
571

    
572
Servers Initialization
573
----------------------
574

    
575
Finally, we initialize the servers on node1:
576

    
577
.. code-block:: console
578

    
579
   root@node1:~ # /etc/init.d/gunicorn restart
580
   root@node1:~ # /etc/init.d/apache2 restart
581

    
582
We have now finished the Astakos setup. Let's test it now.
583

    
584

    
585
Testing of Astakos
586
==================
587

    
588
Open your favorite browser and go to:
589

    
590
``http://node1.example.com/im``
591

    
592
If this redirects you to ``https://node1.example.com/im`` and you can see
593
the "welcome" door of Astakos, then you have successfully setup Astakos.
594

    
595
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
596
and fill all your data at the sign up form. Then click "SUBMIT". You should now
597
see a green box on the top, which informs you that you made a successful request
598
and the request has been sent to the administrators. So far so good, let's assume
599
that you created the user with username ``user@example.com``.
600

    
601
Now we need to activate that user. Return to a command prompt at node1 and run:
602

    
603
.. code-block:: console
604

    
605
   root@node1:~ # snf-manage listusers
606

    
607
This command should show you a list with only one user; the one we just created.
608
This user should have an id with a value of ``1``. It should also have an
609
"active" status with the value of ``0`` (inactive). Now run:
610

    
611
.. code-block:: console
612

    
613
   root@node1:~ # snf-manage modifyuser --set-active 1
614

    
615
This modifies the active value to ``1``, and actually activates the user.
616
When running in production, the activation is done automatically with different
617
types of moderation, that Astakos supports. You can see the moderation methods
618
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
619
documentation. In production, you can also manually activate a user, by sending
620
him/her an activation email. See how to do this at the :ref:`User
621
activation <user_activation>` section.
622

    
623
Now let's go back to the homepage. Open ``http://node1.example.com/im`` with
624
your browser again. Try to sign in using your new credentials. If the astakos
625
menu appears and you can see your profile, then you have successfully setup
626
Astakos.
627

    
628
Let's continue to install Pithos+ now.
629

    
630

    
631
Installation of Pithos+ on node2
632
================================
633

    
634
To install pithos+, grab the packages from our repository (make sure  you made
635
the additions needed in your ``/etc/apt/sources.list`` file, as described
636
previously), by running:
637

    
638
.. code-block:: console
639

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

    
642
After successful installation of snf-pithos-app, make sure that also
643
snf-webproject has been installed (marked as "Recommended" package). Refer to
644
the "Installation of Astakos on node1" section, if you don't remember why this
645
should happen. Now, install the pithos web interface:
646

    
647
.. code-block:: console
648

    
649
   # apt-get install snf-pithos-webclient
650

    
651
This package provides the standalone pithos web client. The web client is the
652
web UI for pithos+ and will be accessible by clicking "pithos+" on the Astakos
653
interface's cloudbar, at the top of the Astakos homepage.
654

    
655

    
656
.. _conf-pithos:
657

    
658
Configuration of Pithos+
659
========================
660

    
661
Conf Files
662
----------
663

    
664
After pithos+ is successfully installed, you will find the directory
665
``/etc/synnefo`` and some configuration files inside it, as you did in node1
666
after installation of astakos. Here, you will not have to change anything that
667
has to do with snf-common or snf-webproject. Everything is set at node1. You
668
only need to change settings that have to do with pithos+. Specifically:
669

    
670
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
671
only the two options:
672

    
673
.. code-block:: console
674

    
675
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
676

    
677
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
678

    
679
   PITHOS_AUTHENTICATION_URL = 'https://node1.example.com/im/authenticate'
680
   PITHOS_AUTHENTICATION_USERS = None
681

    
682
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ app where to
683
find the pithos+ backend database. Above we tell pithos+ that its database is
684
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
685
``example_passw0rd``.  All those settings where setup during node1's "Database
686
setup" section.
687

    
688
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ app where to find
689
the pithos+ backend data. Above we tell pithos+ to store its data under
690
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
691
directory at node1's "Pithos+ data directory setup" section.
692

    
693
The ``PITHOS_AUTHENTICATION_URL`` option tells to the pithos+ app in which URI
694
is available the astakos authentication api. If not set, pithos+ tries to
695
authenticate using the ``PITHOS_AUTHENTICATION_USERS`` user pool.
696

    
697
Then we need to setup the web UI and connect it to astakos. To do so, edit
698
``/etc/synnefo/20-snf-pithos-webclient-settings.conf``:
699

    
700
.. code-block:: console
701

    
702
   PITHOS_UI_LOGIN_URL = "https://node1.example.com/im/login?next="
703
   PITHOS_UI_FEEDBACK_URL = "https://node1.example.com/im/feedback"
704

    
705
The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if
706
you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the
707
pithos+ feedback form. Astakos already provides a generic feedback form for all
708
services, so we use this one.
709

    
710
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
711
pithos+ web UI with the astakos web UI (through the top cloudbar):
712

    
713
.. code-block:: console
714

    
715
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
716
   PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = '3'
717
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
718
   CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
719

    
720
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
721
cloudbar.
722

    
723
The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` points to an already registered
724
Astakos service. You can see all :ref:`registered services <services-reg>` by
725
running on the Astakos node (node1):
726

    
727
.. code-block:: console
728

    
729
   # snf-manage listservices
730

    
731
The value of ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` should be the pithos service's
732
``id`` as shown by the above command, in our case ``3``.
733

    
734
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
735
pithos+ web client to get from astakos all the information needed to fill its
736
own cloudbar. So we put our astakos deployment urls there.
737

    
738
Servers Initialization
739
----------------------
740

    
741
After configuration is done, we initialize the servers on node2:
742

    
743
.. code-block:: console
744

    
745
   root@node2:~ # /etc/init.d/gunicorn restart
746
   root@node2:~ # /etc/init.d/apache2 restart
747

    
748
You have now finished the Pithos+ setup. Let's test it now.
749

    
750

    
751
Testing of Pithos+
752
==================
753

    
754
Open your browser and go to the Astakos homepage:
755

    
756
``http://node1.example.com/im``
757

    
758
Login, and you will see your profile page. Now, click the "pithos+" link on the
759
top black cloudbar. If everything was setup correctly, this will redirect you
760
to:
761

    
762
``https://node2.example.com/ui``
763

    
764
and you will see the blue interface of the Pithos+ application.  Click the
765
orange "Upload" button and upload your first file. If the file gets uploaded
766
successfully, then this is your first sign of a successful Pithos+ installation.
767
Go ahead and experiment with the interface to make sure everything works
768
correctly.
769

    
770
You can also use the Pithos+ clients to sync data from your Windows PC or MAC.
771

    
772
If you don't stumble on any problems, then you have successfully installed
773
Pithos+, which you can use as a standalone File Storage Service.
774

    
775
If you would like to do more, such as:
776

    
777
 * Spawning VMs
778
 * Spawning VMs from Images stored on Pithos+
779
 * Uploading your custom Images to Pithos+
780
 * Spawning VMs from those custom Images
781
 * Registering existing Pithos+ files as Images
782
 * Connect VMs to the Internet
783
 * Create Private Networks
784
 * Add VMs to Private Networks
785

    
786
please continue with the rest of the guide.
787

    
788

    
789
Cyclades (and Plankton) Prerequisites
790
=====================================
791

    
792
Before proceeding with the Cyclades (and Plankton) installation, make sure you
793
have successfully set up Astakos and Pithos+ first, because Cyclades depends
794
on them. If you don't have a working Astakos and Pithos+ installation yet,
795
please return to the :ref:`top <quick-install-admin-guide>` of this guide.
796

    
797
Besides Astakos and Pithos+, you will also need a number of additional working
798
prerequisites, before you start the Cyclades installation.
799

    
800
Ganeti
801
------
802

    
803
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
804
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
805
Please refer to the
806
`ganeti documentation <http://docs.ganeti.org/ganeti/2.5/html>`_ for all the
807
gory details. A successful Ganeti installation concludes with a working
808
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
809
<GANETI_NODES>`.
810

    
811
The above Ganeti cluster can run on different physical machines than node1 and
812
node2 and can scale independently, according to your needs.
813

    
814
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
815
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
816
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
817

    
818
We highly recommend that you read the official Ganeti documentation, if you are
819
not familiar with Ganeti. If you are extremely impatient, you can result with
820
the above assumed setup by running:
821

    
822
.. code-block:: console
823

    
824
   root@node1:~ # apt-get install ganeti2
825
   root@node1:~ # apt-get install ganeti-htools
826
   root@node2:~ # apt-get install ganeti2
827
   root@node2:~ # apt-get install ganeti-htools
828

    
829
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
830
both nodes, choose a domain name that resolves to a valid floating IP (let's say
831
it's ``ganeti.node1.example.com``). Make sure node1 and node2 have root access
832
between each other using ssh keys and not passwords. Also, make sure there is an
833
lvm volume group named ``ganeti`` that will host your VMs' disks. Finally, setup
834
a bridge interface on the host machines (e.g:: br0). Then run on node1:
835

    
836
.. code-block:: console
837

    
838
   root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init
839
                                   --no-etc-hosts --vg-name=ganeti
840
                                   --nic-parameters link=br0 --master-netdev eth0
841
                                   ganeti.node1.example.com
842
   root@node1:~ # gnt-cluster modify --default-iallocator hail
843
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
844
   root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
845

    
846
   root@node1:~ # gnt-node add --no-node-setup --master-capable=yes
847
                               --vm-capable=yes node2.example.com
848

    
849
For any problems you may stumble upon installing Ganeti, please refer to the
850
`official documentation <http://docs.ganeti.org/ganeti/2.5/html>`_. Installation
851
of Ganeti is out of the scope of this guide.
852

    
853
.. _cyclades-install-snfimage:
854

    
855
snf-image
856
---------
857

    
858
Installation
859
~~~~~~~~~~~~
860
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
861
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
862
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
863
node1 and node2. You can do this by running on *both* nodes:
864

    
865
.. code-block:: console
866

    
867
   # apt-get install snf-image-host
868

    
869
Now, you need to download and save the corresponding helper package. Please see
870
`here <https://code.grnet.gr/projects/snf-image/files>`_ for the latest package. Let's
871
assume that you installed snf-image-host version 0.3.5-1. Then, you need
872
snf-image-helper v0.3.5-1 on *both* nodes:
873

    
874
.. code-block:: console
875

    
876
   # cd /var/lib/snf-image/helper/
877
   # wget https://code.grnet.gr/attachments/download/1058/snf-image-helper_0.3.5-1_all.deb
878

    
879
.. warning:: Be careful: Do NOT install the snf-image-helper debian package.
880
             Just put it under /var/lib/snf-image/helper/
881

    
882
Once, you have downloaded the snf-image-helper package, create the helper VM by
883
running on *both* nodes:
884

    
885
.. code-block:: console
886

    
887
   # ln -s snf-image-helper_0.3.5-1_all.deb snf-image-helper.deb
888
   # snf-image-update-helper
889

    
890
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
891
snf-image-host to run successfully.
892

    
893
Configuration
894
~~~~~~~~~~~~~
895
snf-image supports native access to Images stored on Pithos+. This means that
896
snf-image can talk directly to the Pithos+ backend, without the need of providing
897
a public URL. More details, are described in the next section. For now, the only
898
thing we need to do, is configure snf-image to access our Pithos+ backend.
899

    
900
To do this, we need to set the corresponding variables in
901
``/etc/default/snf-image``, to reflect our Pithos+ setup:
902

    
903
.. code-block:: console
904

    
905
   PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
906

    
907
   PITHOS_DATA="/srv/pithos/data"
908

    
909
If you have installed your Ganeti cluster on different nodes than node1 and node2 make
910
sure that ``/srv/pithos/data`` is visible by all of them.
911

    
912
If you would like to use Images that are also/only stored locally, you need to
913
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
914
Pithos+.
915

    
916
Testing
917
~~~~~~~
918
You can test that snf-image is successfully installed by running on the
919
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
920

    
921
.. code-block:: console
922

    
923
   # gnt-os diagnose
924

    
925
This should return ``valid`` for snf-image.
926

    
927
If you are interested to learn more about snf-image's internals (and even use
928
it alongside Ganeti without Synnefo), please see
929
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information concerning
930
installation instructions, documentation on the design and implementation, and
931
supported Image formats.
932

    
933
snf-image's actual Images
934
-------------------------
935

    
936
Now that snf-image is installed successfully we need to provide it with some
937
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
938
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
939
format. For more information about snf-image's Image formats see `here
940
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
941

    
942
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
943
above Images to be stored:
944

    
945
 * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR`` in
946
   :file:`/etc/default/snf-image`)
947
 * On a remote host (accessible via a public URL e.g: http://... or ftp://...)
948
 * On Pithos+ (accessible natively, not only by its public URL)
949

    
950
For the purpose of this guide, we will use the `Debian Squeeze Base Image
951
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ found on the official
952
`snf-image page
953
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
954
of type ``diskdump``. We will store it in our new Pithos+ installation.
955

    
956
To do so, do the following:
957

    
958
a) Download the Image from the official snf-image page (`image link
959
   <https://pithos.okeanos.grnet.gr/public/9epgb>`_).
960

    
961
b) Upload the Image to your Pithos+ installation, either using the Pithos+ Web UI
962
   or the command line client `kamaki
963
   <http://docs.dev.grnet.gr/kamaki/latest/index.html>`_.
964

    
965
Once the Image is uploaded successfully, download the Image's metadata file
966
from the official snf-image page (`image_metadata link
967
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_). You will need it, for
968
spawning a VM from Ganeti, in the next section.
969

    
970
Of course, you can repeat the procedure to upload more Images, available from the
971
`official snf-image page
972
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
973

    
974
Spawning a VM from a Pithos+ Image, using Ganeti
975
------------------------------------------------
976

    
977
Now, it is time to test our installation so far. So, we have Astakos and
978
Pithos+ installed, we have a working Ganeti installation, the snf-image
979
definition installed on all VM-capable nodes and a Debian Squeeze Image on
980
Pithos+. Make sure you also have the `metadata file
981
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
982

    
983
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
984

    
985
.. code-block:: console
986

    
987
   # gnt-instance add -o snf-image+default --os-parameters
988
                      img_passwd=my_vm_example_passw0rd,
989
                      img_format=diskdump,
990
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
991
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
992
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
993
                      testvm1
994

    
995
In the above command:
996

    
997
 * ``img_passwd``: the arbitrary root password of your new instance
998
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
999
 * ``img_id``: If you want to deploy an Image stored on Pithos+ (our case), this
1000
               should have the format
1001
               ``pithos://<username>/<container>/<filename>``:
1002
                * ``username``: ``user@example.com`` (defined during Astakos sign up)
1003
                * ``container``: ``pithos`` (default, if the Web UI was used)
1004
                * ``filename``: the name of file (visible also from the Web UI)
1005
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1006
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1007
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
1008

    
1009
If the ``gnt-instance add`` command returns successfully, then run:
1010

    
1011
.. code-block:: console
1012

    
1013
   # gnt-instance info testvm1 | grep "console connection"
1014

    
1015
to find out where to connect using VNC. If you can connect successfully and can
1016
login to your new instance using the root password ``my_vm_example_passw0rd``,
1017
then everything works as expected and you have your new Debian Base VM up and
1018
running.
1019

    
1020
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1021
to access the Pithos+ database and the Pithos+ backend data. Also, make sure
1022
you gave the correct ``img_id`` and ``img_properties``. If ``gnt-instance add``
1023
succeeds but you cannot connect, again find out what went wrong. Do *NOT*
1024
proceed to the next steps unless you are sure everything works till this point.
1025

    
1026
If everything works, you have successfully connected Ganeti with Pithos+. Let's
1027
move on to networking now.
1028

    
1029
.. warning::
1030
    You can bypass the networking sections and go straight to
1031
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1032
    the Cyclades Network Service, but only the Cyclades Compute Service
1033
    (recommended for now).
1034

    
1035
Network setup overview
1036
----------------------
1037

    
1038
This part is deployment-specific and must be customized based on the specific
1039
needs of the system administrator. However, to do so, the administrator needs
1040
to understand how each level handles Virtual Networks, to be able to setup the
1041
backend appropriately, before installing Cyclades.
1042

    
1043
Network @ Cyclades level
1044
~~~~~~~~~~~~~~~~~~~~~~~~
1045

    
1046
Cyclades understands two types of Virtual Networks:
1047

    
1048
a) One common Public Network (Internet)
1049
b) One or more distinct Private Networks (L2)
1050

    
1051
a) When a new VM is created, it instantly gets connected to the Public Network
1052
   (Internet). This means it gets a public IPv4 and IPv6 and has access to the
1053
   public Internet.
1054

    
1055
b) Then each user, is able to create one or more Private Networks manually and
1056
   add VMs inside those Private Networks. Private Networks provide Layer 2
1057
   connectivity. All VMs inside a Private Network are completely isolated.
1058

    
1059
From the VM perspective, every Network corresponds to a distinct NIC. So, the
1060
above are translated as follows:
1061

    
1062
a) Every newly created VM, needs at least one NIC. This NIC, connects the VM
1063
   to the Public Network and thus should get a public IPv4 and IPv6.
1064

    
1065
b) For every Private Network, the VM gets a new NIC, which is added during the
1066
   connection of the VM to the Private Network (without an IP). This NIC should
1067
   have L2 connectivity with all other NICs connected to this Private Network.
1068

    
1069
To achieve the above, first of all, we need Network and IP Pool management support
1070
at Ganeti level, for Cyclades to be able to issue the corresponding commands.
1071

    
1072
Network @ Ganeti level
1073
~~~~~~~~~~~~~~~~~~~~~~
1074

    
1075
Currently, Ganeti does not support IP Pool management. However, we've been
1076
actively in touch with the official Ganeti team, who are reviewing a relatively
1077
big patchset that implements this functionality (you can find it at the
1078
ganeti-devel mailing list). We hope that the functionality will be merged to
1079
the Ganeti master branch soon and appear on Ganeti 2.7.
1080

    
1081
Furthermore, currently the `~okeanos service <http://okeanos.grnet.gr>`_ uses
1082
the same patchset with slight differencies on top of Ganeti 2.4.5. Cyclades
1083
0.9 are compatible with this old patchset and we do not guarantee that will
1084
work with the updated patchset sent to ganeti-devel.
1085

    
1086
We do *NOT* recommend you to apply the patchset yourself on the current Ganeti
1087
master, unless you are an experienced Cyclades and Ganeti integrator and you
1088
really know what you are doing.
1089

    
1090
Instead, be a little patient and we hope that everything will work out of the
1091
box, once the patchset makes it into the Ganeti master. When so, Cyclades will
1092
get updated to become compatible with that Ganeti version.
1093

    
1094
Network @ Physical host level
1095
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1096

    
1097
We talked about the two types of Network from the Cyclades perspective, from the
1098
VMs perspective and from Ganeti's perspective. Finally, we need to talk about
1099
the Networks from the physical (VM container) host's perspective.
1100

    
1101
If your version of Ganeti supports IP pool management, then you need to setup
1102
your physical hosts for the two types of Networks. For the second type
1103
(Private Networks), our reference installation uses a number of pre-provisioned
1104
bridges (one for each Network), which are connected to the corresponding number
1105
of pre-provisioned vlans on each physical host (node1 and node2). For the first
1106
type (Public Network), our reference installation uses routing over one
1107
preprovisioned vlan on each host (node1 and node2). It also uses the `NFDHCPD`
1108
package for dynamically serving specific public IPs managed by Ganeti.
1109

    
1110
Public Network setup
1111
--------------------
1112

    
1113
Physical hosts' public network setup
1114
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1115

    
1116
The physical hosts' setup is out of the scope of this guide.
1117

    
1118
However, two common cases that you may want to consider (and choose from) are:
1119

    
1120
a) One public bridge, where all VMs' public tap interfaces will connect.
1121
b) IP-less routing over the same vlan on every host.
1122

    
1123
When you setup your physical hosts (node1 and node2) for the Public Network,
1124
then you need to inform Ganeti about the Network's IP range.
1125

    
1126
Add the public network to Ganeti
1127
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1128

    
1129
Once you have Ganeti with IP pool management up and running, you need to choose
1130
the public network for your VMs and add it to Ganeti. Let's assume, that you
1131
want to assign IPs from the ``5.6.7.0/27`` range to your new VMs, with
1132
``5.6.7.1`` as their gateway. You can add the network by running:
1133

    
1134
.. code-block:: console
1135

    
1136
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 public_network
1137

    
1138
Then, connect the network to all your nodegroups. We assume that we only have
1139
one nodegroup (``default``) in our Ganeti cluster:
1140

    
1141
.. code-block:: console
1142

    
1143
   # gnt-network connect public_network default public_link
1144

    
1145
Your new network is now ready from the Ganeti perspective. Now, we need to setup
1146
`NFDHCPD` to actually reply with the correct IPs (that Ganeti will choose for
1147
each NIC).
1148

    
1149
NFDHCPD
1150
~~~~~~~
1151

    
1152
At this point, Ganeti knows about your preferred network, it can manage the IP
1153
pool and choose a specific IP for each new VM's NIC. However, the actual
1154
assignment of the IP to the NIC is not done by Ganeti. It is done after the VM
1155
boots and its dhcp client makes a request. When this is done, `NFDHCPD` will
1156
reply to the request with Ganeti's chosen IP. So, we need to install `NFDHCPD`
1157
on all VM-capable nodes of the Ganeti cluster (node1 and node2 in our case) and
1158
connect it to Ganeti:
1159

    
1160
.. code-block:: console
1161

    
1162
   # apt-get install nfdhcpd
1163

    
1164
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1165
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1166
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1167
VMs. Once you are finished, restart the server on all nodes:
1168

    
1169
.. code-block:: console
1170

    
1171
   # /etc/init.d/nfdhcpd restart
1172

    
1173
If you are using ``ferm``, then you need to run the following:
1174

    
1175
.. code-block:: console
1176

    
1177
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1178
   # /etc/init.d/ferm restart
1179

    
1180
Now, you need to connect `NFDHCPD` with Ganeti. To do that, you need to install
1181
a custom KVM ifup script for use by Ganeti, as ``/etc/ganeti/kvm-vif-bridge``,
1182
on all VM-capable GANETI-NODEs (node1 and node2). A sample implementation is
1183
provided along with `snf-cyclades-gtools <snf-cyclades-gtools>`, that will
1184
be installed in the next sections, however you will probably need to write your
1185
own, according to your underlying network configuration.
1186

    
1187
Testing the Public Network
1188
~~~~~~~~~~~~~~~~~~~~~~~~~~
1189

    
1190
So, we have setup the bridges/vlans on the physical hosts appropriately, we have
1191
added the desired network to Ganeti, we have installed nfdhcpd and installed the
1192
appropriate ``kvm-vif-bridge`` script under ``/etc/ganeti``.
1193

    
1194
Now, it is time to test that the backend infrastracture is correctly setup for
1195
the Public Network. We assume to have used the (b) method on setting up the
1196
physical hosts. We will add a new VM, the same way we did it on the previous
1197
testing section. However, now will also add one NIC, configured to be managed
1198
from our previously defined network. Run on the GANETI-MASTER (node1):
1199

    
1200
.. code-block:: console
1201

    
1202
   # gnt-instance add -o snf-image+default --os-parameters
1203
                      img_passwd=my_vm_example_passw0rd,
1204
                      img_format=diskdump,
1205
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1206
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1207
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1208
                      --net 0:ip=pool,mode=routed,link=public_link
1209
                      testvm2
1210

    
1211
If the above returns successfully, connect to the new VM and run:
1212

    
1213
.. code-block:: console
1214

    
1215
   root@testvm2:~ # ifconfig -a
1216

    
1217
If a network interface appears with an IP from you Public Network's range
1218
(``5.6.7.0/27``) and the corresponding gateway, then you have successfully
1219
connected Ganeti with `NFDHCPD` (and ``kvm-vif-bridge`` works correctly).
1220

    
1221
Now ping the outside world. If this works too, then you have also configured
1222
correctly your physical hosts' networking.
1223

    
1224
Later, Cyclades will create the first NIC of every new VM by issuing an
1225
analogous command. The first NIC of the instance will be the NIC connected to
1226
the Public Network. The ``link`` variable will be set accordingly in the
1227
Cyclades conf files later on the guide.
1228

    
1229
Make sure everything works as expected, before proceeding with the Private
1230
Networks setup.
1231

    
1232
.. _private-networks-setup:
1233

    
1234
Private Networks setup
1235
----------------------
1236

    
1237
Physical hosts' private networks setup
1238
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1239

    
1240
At the physical host's level, it is the administrator's responsibility to
1241
configure the network appropriately, according to his/her needs (as for the
1242
Public Network).
1243

    
1244
However we propose the following setup:
1245

    
1246
For every possible Private Network we assume a pre-provisioned bridge interface
1247
exists on every host with the same name. Every Private Network will be
1248
associated with one of the pre-provisioned bridges. Then the instance's new NIC
1249
(while connecting to the Private Network) will be connected to that bridge. All
1250
instances' tap interfaces that reside in the same Private Network will be
1251
connected in the corresponding bridge of that network. Furthermore, every
1252
bridge will be connected to a corresponding vlan. So, lets assume that our
1253
Cyclades installation allows for 20 Private Networks to be setup. We should
1254
pre-provision the corresponding bridges and vlans to all the hosts. We can do
1255
this by running on all VM-capable Ganeti nodes (in our case node1 and node2):
1256

    
1257
.. code-block:: console
1258

    
1259
   # $iface=eth0
1260
   # for prv in $(seq 1 20); do
1261
	vlan=$prv
1262
	bridge=prv$prv
1263
	vconfig add $iface $vlan
1264
	ifconfig $iface.$vlan up
1265
	brctl addbr $bridge
1266
	brctl setfd $bridge 0
1267
	brctl addif $bridge $iface.$vlan
1268
	ifconfig $bridge up
1269
      done
1270

    
1271
The above will do the following (assuming ``eth0`` exists on both hosts):
1272

    
1273
 * provision 20 new bridges: ``prv1`` - ``prv20``
1274
 * provision 20 new vlans: ``eth0.1`` - ``eth0.20``
1275
 * add the corresponding vlan to the equivelant bridge
1276

    
1277
You can run ``brctl show`` on both nodes to see if everything was setup
1278
correctly.
1279

    
1280
Everything is now setup to support the 20 Cyclades Private Networks. Later,
1281
we will configure Cyclades to talk to those 20 pre-provisioned bridges.
1282

    
1283
Testing the Private Networks
1284
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1285

    
1286
To test the Private Networks, we will create two instances and put them in the
1287
same Private Network (``prv1``). This means that the instances will have a
1288
second NIC connected to the ``prv1`` pre-provisioned bridge.
1289

    
1290
We run the same command as in the Public Network testing section, but with one
1291
more argument for the second NIC:
1292

    
1293
.. code-block:: console
1294

    
1295
   # gnt-instance add -o snf-image+default --os-parameters
1296
                      img_passwd=my_vm_example_passw0rd,
1297
                      img_format=diskdump,
1298
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1299
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1300
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1301
                      --net 0:ip=pool,mode=routed,link=public_link
1302
                      --net 1:ip=none,mode=bridged,link=prv1
1303
                      testvm3
1304

    
1305
   # gnt-instance add -o snf-image+default --os-parameters
1306
                      img_passwd=my_vm_example_passw0rd,
1307
                      img_format=diskdump,
1308
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1309
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1310
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1311
                      --net 0:ip=pool,mode=routed,link=public_link
1312
                      --net 1:ip=none,mode=bridged,link=prv1
1313
                      testvm4
1314

    
1315
Above, we create two instances with their first NIC connected to the Public
1316
Network and their second NIC connected to the first Private Network (``prv1``).
1317
Now, connect to the instances using VNC and make sure everything works as
1318
expected:
1319

    
1320
a) The instances have access to the public internet through their first eth
1321
   interface (``eth0``), which has been automatically assigned a public IP.
1322

    
1323
b) Setup the second eth interface of the instances (``eth1``), by assigning two
1324
   different private IPs (e.g.: ``10.0.0.1`` and ``10.0.0.2``) and the
1325
   corresponding netmask. If they ``ping`` each other successfully, then
1326
   the Private Network works.
1327

    
1328
Repeat the procedure with more instances connected in different Private Networks
1329
(``prv{1-20}``), by adding more NICs on each instance. e.g.: We add an instance
1330
connected to the Public Network and Private Networks 1, 3 and 19:
1331

    
1332
.. code-block:: console
1333

    
1334
   # gnt-instance add -o snf-image+default --os-parameters
1335
                      img_passwd=my_vm_example_passw0rd,
1336
                      img_format=diskdump,
1337
                      img_id="pithos://user@example.com/pithos/debian_base-6.0-7-x86_64.diskdump",
1338
                      img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}'
1339
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check
1340
                      --net 0:ip=pool,mode=routed,link=public_link
1341
                      --net 1:ip=none,mode=bridged,link=prv1
1342
                      --net 2:ip=none,mode=bridged,link=prv3
1343
                      --net 3:ip=none,mode=bridged,link=prv19
1344
                      testvm5
1345

    
1346
If everything works as expected, then you have finished the Network Setup at the
1347
backend for both types of Networks (Public & Private).
1348

    
1349
.. _cyclades-gtools:
1350

    
1351
Cyclades Ganeti tools
1352
---------------------
1353

    
1354
In order for Ganeti to be connected with Cyclades later on, we need the
1355
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1356
case). You can install them by running in both nodes:
1357

    
1358
.. code-block:: console
1359

    
1360
   # apt-get install snf-cyclades-gtools
1361

    
1362
This will install the following:
1363

    
1364
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1365
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1366
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1367
 * ``kvm-vif-bridge`` (installed under ``/etc/ganeti`` to connect Ganeti with
1368
   NFDHCPD)
1369

    
1370
Configure ``snf-cyclades-gtools``
1371
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1372

    
1373
The package will install the ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf``
1374
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1375
that need it:
1376

    
1377
.. code-block:: console
1378

    
1379
   RABBIT_HOST = "node1.example.com:5672"
1380
   RABBIT_USERNAME = "synnefo"
1381
   RABBIT_PASSWORD = "example_rabbitmq_passw0rd"
1382

    
1383
The above variables should reflect your :ref:`Message Queue setup
1384
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1385

    
1386
Connect ``snf-image`` with ``snf-progress-monitor``
1387
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1388

    
1389
Finally, we need to configure ``snf-image`` to publish progress messages during
1390
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1391
set the corresponding variable to ``snf-progress-monitor``:
1392

    
1393
.. code-block:: console
1394

    
1395
   PROGRESS_MONITOR="snf-progress-monitor"
1396

    
1397
This file should be editted in all Ganeti nodes.
1398

    
1399
.. _rapi-user:
1400

    
1401
Synnefo RAPI user
1402
-----------------
1403

    
1404
As a last step before installing Cyclades, create a new RAPI user that will
1405
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1406
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1407
You can do this, by first running:
1408

    
1409
.. code-block:: console
1410

    
1411
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1412

    
1413
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1414

    
1415
.. code-block:: console
1416

    
1417
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1418

    
1419
More about Ganeti's RAPI users `here.
1420
<http://docs.ganeti.org/ganeti/2.5/html/rapi.html#introduction>`_
1421

    
1422
You have now finished with all needed Prerequisites for Cyclades (and
1423
Plankton). Let's move on to the actual Cyclades installation.
1424

    
1425

    
1426
Installation of Cyclades (and Plankton) on node1
1427
================================================
1428

    
1429
This section describes the installation of Cyclades. Cyclades is Synnefo's
1430
Compute service. Plankton (the Image Registry service) will get installed
1431
automatically along with Cyclades, because it is contained in the same Synnefo
1432
component right now.
1433

    
1434
We will install Cyclades (and Plankton) on node1. To do so, we install the
1435
corresponding package by running on node1:
1436

    
1437
.. code-block:: console
1438

    
1439
   # apt-get install snf-cyclades-app
1440

    
1441
If the package installs successfully, then Cyclades and Plankton are installed
1442
and we proceed with their configuration.
1443

    
1444

    
1445
Configuration of Cyclades (and Plankton)
1446
========================================
1447

    
1448
Conf files
1449
----------
1450

    
1451
After installing Cyclades, a number of new configuration files will appear under
1452
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will descibe here
1453
only the minimal needed changes to result with a working system. In general, sane
1454
defaults have been chosen for the most of the options, to cover most of the
1455
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1456
once you get familiar with the different options.
1457

    
1458
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1459

    
1460
.. code-block:: console
1461

    
1462
   GANETI_MAX_LINK_NUMBER = 20
1463
   ASTAKOS_URL = 'https://node1.example.com/im/authenticate'
1464

    
1465
The ``GANETI_MAX_LINK_NUMBER`` is used to construct the names of the bridges
1466
already pre-provisioned for the Private Networks. Thus we set it to ``20``, to
1467
reflect our :ref:`Private Networks setup in the host machines
1468
<private-networks-setup>`. These numbers will suffix the
1469
``GANETI_LINK_PREFIX``, which is already set to ``prv`` and doesn't need to be
1470
changed. With those two variables Cyclades will construct the names of the
1471
available bridges ``prv1`` to ``prv20``, which are the real pre-provisioned
1472
bridges in the backend.
1473

    
1474
The ``ASTAKOS_URL`` denotes the authentication endpoint for Cyclades and is set
1475
to point to Astakos (this should have the same value with Pithos+'s
1476
``PITHOS_AUTHENTICATION_URL``, setup :ref:`previously <conf-pithos>`).
1477

    
1478
Edit ``/etc/synnefo/20-snf-cyclades-app-backend.conf``:
1479

    
1480
.. code-block:: console
1481

    
1482
   GANETI_MASTER_IP = "ganeti.node1.example.com"
1483
   GANETI_CLUSTER_INFO = (GANETI_MASTER_IP, 5080, "cyclades", "example_rapi_passw0rd")
1484

    
1485
``GANETI_MASTER_IP`` denotes the Ganeti-master's floating IP. We provide the
1486
corresponding domain that resolves to that IP, than the IP itself, to ensure
1487
Cyclades can talk to Ganeti even after a Ganeti master-failover.
1488

    
1489
``GANETI_CLUSTER_INFO`` is a tuple containing the ``GANETI_MASTER_IP``, the RAPI
1490
port, the RAPI user's username and the RAPI user's password. We set the above to
1491
reflect our :ref:`RAPI User setup <rapi-user>`.
1492

    
1493
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1494

    
1495
.. code-block:: console
1496

    
1497
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1498
   CLOUDBAR_ACTIVE_SERVICE = '2'
1499
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
1500
   CLOUDBAR_MENU_URL = 'https://account.node1.example.com/im/get_menu'
1501

    
1502
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1503
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1504
used by the Cyclades Web UI to get from Astakos all the information needed to
1505
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1506
above should have the same values we put in the corresponding variables in
1507
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1508
:ref:`Pithos configuration <conf-pithos>` section.
1509

    
1510
The ``CLOUDBAR_ACTIVE_SERVICE`` points to an already registered Astakos
1511
service. You can see all :ref:`registered services <services-reg>` by running
1512
on the Astakos node (node1):
1513

    
1514
.. code-block:: console
1515

    
1516
   # snf-manage listservices
1517

    
1518
The value of ``CLOUDBAR_ACTIVE_SERVICE`` should be the cyclades service's
1519
``id`` as shown by the above command, in our case ``2``.
1520

    
1521
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1522

    
1523
.. code-block:: console
1524

    
1525
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1526
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1527

    
1528
In this file we configure the Plankton Service. ``BACKEND_DB_CONNECTION``
1529
denotes the Pithos+ database (where the Image files are stored). So we set that
1530
to point to our Pithos+ database. ``BACKEND_BLOCK_PATH`` denotes the actual
1531
Pithos+ data location.
1532

    
1533
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1534

    
1535
.. code-block:: console
1536

    
1537
   RABBIT_HOST = "node1.example.com:5672"
1538
   RABBIT_USERNAME = "synnefo"
1539
   RABBIT_PASSWORD = "example_rabbitmq_passw0rd"
1540

    
1541
The above settings denote the Message Queue. Those settings should have the same
1542
values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and
1543
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1544

    
1545
Edit ``/etc/synnefo/20-snf-cyclades-app-ui.conf``:
1546

    
1547
.. code-block:: console
1548

    
1549
   UI_MEDIA_URL = '/static/ui/static/snf/'
1550
   UI_LOGIN_URL = "https://node1.example.com/im/login"
1551
   UI_LOGOUT_URL = "https://node1.example.com/im/logout"
1552

    
1553
``UI_MEDIA_URL`` denotes the location of the UI's static files.
1554

    
1555
The ``UI_LOGIN_URL`` option tells the Cyclades Web UI where to redirect users,
1556
if they are not logged in. We point that to Astakos.
1557

    
1558
The ``UI_LOGOUT_URL`` option tells the Cyclades Web UI where to redirect the
1559
user when he/she logs out. We point that to Astakos, too.
1560

    
1561
We have now finished with the basic Cyclades and Plankton configuration.
1562

    
1563
Database Initialization
1564
-----------------------
1565

    
1566
Once Cyclades is configured, we sync the database:
1567

    
1568
.. code-block:: console
1569

    
1570
   $ snf-manage syncdb
1571
   $ snf-manage migrate
1572

    
1573
and load the initial server flavors:
1574

    
1575
.. code-block:: console
1576

    
1577
   $ snf-manage loaddata flavors
1578

    
1579
If everything returns successfully, our database is ready.
1580

    
1581
Servers restart
1582
---------------
1583

    
1584
We also need to restart gunicorn on node1:
1585

    
1586
.. code-block:: console
1587

    
1588
   # /etc/init.d/gunicorn restart
1589

    
1590
Now let's do the final connections of Cyclades with Ganeti.
1591

    
1592
``snf-dispatcher`` initialization
1593
---------------------------------
1594

    
1595
``snf-dispatcher`` dispatches all messages published to the Message Queue and
1596
manages the Cyclades database accordingly. It also initializes all exchanges. By
1597
default it is not enabled during installation of Cyclades, so let's enable it in
1598
its configuration file ``/etc/default/snf-dispatcher``:
1599

    
1600
.. code-block:: console
1601

    
1602
   SNF_DSPTCH_ENABLE=true
1603

    
1604
and start the daemon:
1605

    
1606
.. code-block:: console
1607

    
1608
   # /etc/init.d/snf-dispatcher start
1609

    
1610
You can see that everything works correctly by tailing its log file
1611
``/var/log/synnefo/dispatcher.log``.
1612

    
1613
``snf-ganeti-eventd`` on GANETI MASTER
1614
--------------------------------------
1615

    
1616
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
1617
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
1618
The daemon is already installed on the GANETI MASTER (node1 in our case).
1619
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
1620
installation, so we enable it in its configuration file
1621
``/etc/default/snf-ganeti-eventd``:
1622

    
1623
.. code-block:: console
1624

    
1625
   SNF_EVENTD_ENABLE=true
1626

    
1627
and start the daemon:
1628

    
1629
.. code-block:: console
1630

    
1631
   # /etc/init.d/snf-ganeti-eventd start
1632

    
1633
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
1634

    
1635
If all the above return successfully, then you have finished with the Cyclades
1636
and Plankton installation and setup. Let's test our installation now.
1637

    
1638

    
1639
Testing of Cyclades (and Plankton)
1640
==================================
1641

    
1642

    
1643
General Testing
1644
===============
1645

    
1646

    
1647
Notes
1648
=====