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.. _quick-install-admin-guide:
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3
Administrator's Installation Guide
4
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
5

    
6
This is the Administrator's installation guide.
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It describes how to install the whole synnefo stack on two (2) physical nodes,
9
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
11
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 Service (part of Cyclades)
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    * Network Service (part of Cyclades)
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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
22
not released yet.
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If you just want to install the Object Storage Service (Pithos), follow the
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guide and just stop after the "Testing of Pithos" section.
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27

    
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Installation of Synnefo / Introduction
29
======================================
30

    
31
We will install the services with the above list's order. The last three
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services will be installed in a single step (at the end), because at the moment
33
they are contained in the same software component (Cyclades). Furthermore, we
34
will install all services in the first physical node, except Pithos which will
35
be installed in the second, due to a conflict between the snf-pithos-app and
36
snf-cyclades-app 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
39
"node1" and the second as "node2". We will also assume that their domain names
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are "node1.example.com" and "node2.example.com" and their IPs are "4.3.2.1" and
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"4.3.2.2" respectively.
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.. note:: It is import that the two machines are under the same domain name.
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    If they are not, you can do this by editting the file ``/etc/hosts``
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    on both machines, and add the following lines:
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    .. code-block:: console
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        4.3.2.1     node1.example.com
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        4.3.2.2     node2.example.com
51

    
52

    
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General Prerequisites
54
=====================
55

    
56
These are the general synnefo prerequisites, that you need on node1 and node2
57
and are related to all the services (Astakos, Pithos, Cyclades).
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To be able to download all synnefo components you need to add the following
60
lines in your ``/etc/apt/sources.list`` file:
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| ``deb http://apt.dev.grnet.gr squeeze/``
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| ``deb-src http://apt.dev.grnet.gr squeeze/``
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and import the repo's GPG key:
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| ``curl https://dev.grnet.gr/files/apt-grnetdev.pub | apt-key add -``
68

    
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Also add the following line to enable the ``squeeze-backports`` repository,
70
which may provide more recent versions of certain packages. The repository
71
is deactivated by default and must be specified expicitly in ``apt-get``
72
operations:
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| ``deb http://backports.debian.org/debian-backports squeeze-backports main``
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You also need a shared directory visible by both nodes. Pithos will save all
77
data inside this directory. By 'all data', we mean files, images, and pithos
78
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
80
assume that node1 acts as an NFS server and serves the directory ``/srv/pithos``
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to node2 (be sure to set no_root_squash flag). Node2 has this directory
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mounted under ``/srv/pithos``, too.
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Before starting the synnefo installation, you will need basic third party
85
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,
87
specific to a synnefo service for each node, will be described at the service's
88
section.
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90
Finally, it is required for Cyclades and Ganeti nodes to have synchronized
91
system clocks (e.g. by running ntpd).
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93
Node1
94
-----
95

    
96
General Synnefo dependencies
97
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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    * apache (http server)
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    * gunicorn (WSGI http server)
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    * postgresql (database)
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    * rabbitmq (message queue)
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    * ntp (NTP daemon)
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    * gevent
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You can install apache2, progresql and ntp by running:
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.. code-block:: console
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   # apt-get install apache2 postgresql ntp
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112
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
113
the official debian backports:
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115
.. code-block:: console
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   # apt-get -t squeeze-backports install gunicorn
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119
Also, make sure to install gevent >= 0.13.6. Again from the debian backports:
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.. code-block:: console
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   # apt-get -t squeeze-backports install python-gevent
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125
On node1, we will create our databases, so you will also need the
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python-psycopg2 package:
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.. code-block:: console
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   # apt-get install python-psycopg2
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To install RabbitMQ>=2.8.4, use the RabbitMQ APT repository by adding the
133
following line to ``/etc/apt/sources.list``:
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.. code-block:: console
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    deb http://www.rabbitmq.com/debian testing main
138

    
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Add RabbitMQ public key, to trusted key list:
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.. code-block:: console
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  # wget http://www.rabbitmq.com/rabbitmq-signing-key-public.asc
144
  # apt-key add rabbitmq-signing-key-public.asc
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146
Finally, to install the package run:
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148
.. code-block:: console
149

    
150
  # apt-get update
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  # apt-get install rabbitmq-server
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Database setup
154
~~~~~~~~~~~~~~
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156
On node1, we create a database called ``snf_apps``, that will host all django
157
apps related tables. We also create the user ``synnefo`` and grant him all
158
privileges on the database. We do this by running:
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160
.. 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
170
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
179
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
183

    
184
    listen_addresses = '*'
185

    
186
Furthermore, edit ``/etc/postgresql/8.4/main/pg_hba.conf`` to allow node1 and
187
node2 to connect to the database. Add the following lines under ``#IPv4 local
188
connections:`` :
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.. code-block:: console
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    host		all	all	4.3.2.1/32	md5
193
    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
196
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
203
~~~~~~~~~~~~~~
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205
Create the file ``/etc/gunicorn.d/synnefo`` containing the following:
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.. code-block:: console
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    CONFIG = {
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     'mode': 'django',
211
     'environment': {
212
       'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
213
     },
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     'working_dir': '/etc/synnefo',
215
     'user': 'www-data',
216
     'group': 'www-data',
217
     'args': (
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       '--bind=127.0.0.1:8080',
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       '--worker-class=gevent',
220
       '--workers=8',
221
       '--log-level=debug',
222
     ),
223
    }
224

    
225
.. warning:: Do NOT start the server yet, because it won't find the
226
    ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts``
227
    instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to
228
    ``--worker-class=sync``. We will start the server after successful
229
    installation of astakos. If the server is running::
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231
       # /etc/init.d/gunicorn stop
232

    
233
Apache2 setup
234
~~~~~~~~~~~~~
235

    
236
Create the file ``/etc/apache2/sites-available/synnefo`` containing the
237
following:
238

    
239
.. code-block:: console
240

    
241
    <VirtualHost *:80>
242
        ServerName node1.example.com
243

    
244
        RewriteEngine On
245
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
246
        RewriteRule ^(.*)$ - [F,L]
247
        RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
248
    </VirtualHost>
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250
Create the file ``/etc/apache2/sites-available/synnefo-ssl`` containing the
251
following:
252

    
253
.. code-block:: console
254

    
255
    <IfModule mod_ssl.c>
256
    <VirtualHost _default_:443>
257
        ServerName node1.example.com
258

    
259
        Alias /static "/usr/share/synnefo/static"
260

    
261
        #  SetEnv no-gzip
262
        #  SetEnv dont-vary
263

    
264
       AllowEncodedSlashes On
265

    
266
       RequestHeader set X-Forwarded-Protocol "https"
267

    
268
    <Proxy * >
269
        Order allow,deny
270
        Allow from all
271
    </Proxy>
272

    
273
        SetEnv                proxy-sendchunked
274
        SSLProxyEngine        off
275
        ProxyErrorOverride    off
276

    
277
        ProxyPass        /static !
278
        ProxyPass        / http://localhost:8080/ retry=0
279
        ProxyPassReverse / http://localhost:8080/
280

    
281
        RewriteEngine On
282
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
283
        RewriteRule ^(.*)$ - [F,L]
284

    
285
        SSLEngine on
286
        SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
287
        SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
288
    </VirtualHost>
289
    </IfModule>
290

    
291
Now enable sites and modules by running:
292

    
293
.. code-block:: console
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295
   # a2enmod ssl
296
   # a2enmod rewrite
297
   # a2dissite default
298
   # a2ensite synnefo
299
   # a2ensite synnefo-ssl
300
   # a2enmod headers
301
   # a2enmod proxy_http
302

    
303
.. warning:: Do NOT start/restart the server yet. If the server is running::
304

    
305
       # /etc/init.d/apache2 stop
306

    
307
.. _rabbitmq-setup:
308

    
309
Message Queue setup
310
~~~~~~~~~~~~~~~~~~~
311

    
312
The message queue will run on node1, so we need to create the appropriate
313
rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
314
exchanges:
315

    
316
.. code-block:: console
317

    
318
   # rabbitmqctl add_user synnefo "example_rabbitmq_passw0rd"
319
   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
320

    
321
We do not need to initialize the exchanges. This will be done automatically,
322
during the Cyclades setup.
323

    
324
Pithos data directory setup
325
~~~~~~~~~~~~~~~~~~~~~~~~~~~
326

    
327
As mentioned in the General Prerequisites section, there is a directory called
328
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
329
directory inside it:
330

    
331
.. code-block:: console
332

    
333
   # cd /srv/pithos
334
   # mkdir data
335
   # chown www-data:www-data data
336
   # chmod g+ws data
337

    
338
You are now ready with all general prerequisites concerning node1. Let's go to
339
node2.
340

    
341
Node2
342
-----
343

    
344
General Synnefo dependencies
345
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
346

    
347
    * apache (http server)
348
    * gunicorn (WSGI http server)
349
    * postgresql (database)
350
    * ntp (NTP daemon)
351
    * gevent
352

    
353
You can install the above by running:
354

    
355
.. code-block:: console
356

    
357
   # apt-get install apache2 postgresql ntp
358

    
359
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
360
the official debian backports:
361

    
362
.. code-block:: console
363

    
364
   # apt-get -t squeeze-backports install gunicorn
365

    
366
Also, make sure to install gevent >= 0.13.6. Again from the debian backports:
367

    
368
.. code-block:: console
369

    
370
   # apt-get -t squeeze-backports install python-gevent
371

    
372
Node2 will connect to the databases on node1, so you will also need the
373
python-psycopg2 package:
374

    
375
.. code-block:: console
376

    
377
   # apt-get install python-psycopg2
378

    
379
Database setup
380
~~~~~~~~~~~~~~
381

    
382
All databases have been created and setup on node1, so we do not need to take
383
any action here. From node2, we will just connect to them. When you get familiar
384
with the software you may choose to run different databases on different nodes,
385
for performance/scalability/redundancy reasons, but those kind of setups are out
386
of the purpose of this guide.
387

    
388
Gunicorn setup
389
~~~~~~~~~~~~~~
390

    
391
Create the file ``/etc/gunicorn.d/synnefo`` containing the following
392
(same contents as in node1; you can just copy/paste the file):
393

    
394
.. code-block:: console
395

    
396
    CONFIG = {
397
     'mode': 'django',
398
     'environment': {
399
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
400
     },
401
     'working_dir': '/etc/synnefo',
402
     'user': 'www-data',
403
     'group': 'www-data',
404
     'args': (
405
       '--bind=127.0.0.1:8080',
406
       '--worker-class=gevent',
407
       '--workers=4',
408
       '--log-level=debug',
409
       '--timeout=43200'
410
     ),
411
    }
412

    
413
.. warning:: Do NOT start the server yet, because it won't find the
414
    ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts``
415
    instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to
416
    ``--worker-class=sync``. We will start the server after successful
417
    installation of astakos. If the server is running::
418

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

    
421
Apache2 setup
422
~~~~~~~~~~~~~
423

    
424
Create the file ``/etc/apache2/sites-available/synnefo`` containing the
425
following:
426

    
427
.. code-block:: console
428

    
429
    <VirtualHost *:80>
430
        ServerName node2.example.com
431

    
432
        RewriteEngine On
433
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
434
        RewriteRule ^(.*)$ - [F,L]
435
        RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
436
    </VirtualHost>
437

    
438
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
439
containing the following:
440

    
441
.. code-block:: console
442

    
443
    <IfModule mod_ssl.c>
444
    <VirtualHost _default_:443>
445
        ServerName node2.example.com
446

    
447
        Alias /static "/usr/share/synnefo/static"
448

    
449
        SetEnv no-gzip
450
        SetEnv dont-vary
451
        AllowEncodedSlashes On
452

    
453
        RequestHeader set X-Forwarded-Protocol "https"
454

    
455
        <Proxy * >
456
            Order allow,deny
457
            Allow from all
458
        </Proxy>
459

    
460
        SetEnv                proxy-sendchunked
461
        SSLProxyEngine        off
462
        ProxyErrorOverride    off
463

    
464
        ProxyPass        /static !
465
        ProxyPass        / http://localhost:8080/ retry=0
466
        ProxyPassReverse / http://localhost:8080/
467

    
468
        SSLEngine on
469
        SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
470
        SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
471
    </VirtualHost>
472
    </IfModule>
473

    
474
As in node1, enable sites and modules by running:
475

    
476
.. code-block:: console
477

    
478
   # a2enmod ssl
479
   # a2enmod rewrite
480
   # a2dissite default
481
   # a2ensite synnefo
482
   # a2ensite synnefo-ssl
483
   # a2enmod headers
484
   # a2enmod proxy_http
485

    
486
.. warning:: Do NOT start/restart the server yet. If the server is running::
487

    
488
       # /etc/init.d/apache2 stop
489

    
490
We are now ready with all general prerequisites for node2. Now that we have
491
finished with all general prerequisites for both nodes, we can start installing
492
the services. First, let's install Astakos on node1.
493

    
494

    
495
Installation of Astakos on node1
496
================================
497

    
498
To install astakos, grab the package from our repository (make sure  you made
499
the additions needed in your ``/etc/apt/sources.list`` file, as described
500
previously), by running:
501

    
502
.. code-block:: console
503

    
504
   # apt-get install snf-astakos-app snf-pithos-backend
505

    
506
.. _conf-astakos:
507

    
508
Configuration of Astakos
509
========================
510

    
511
Conf Files
512
----------
513

    
514
After astakos is successfully installed, you will find the directory
515
``/etc/synnefo`` and some configuration files inside it. The files contain
516
commented configuration options, which are the default options. While installing
517
new snf-* components, new configuration files will appear inside the directory.
518
In this guide (and for all services), we will edit only the minimum necessary
519
configuration options, to reflect our setup. Everything else will remain as is.
520

    
521
After getting familiar with synnefo, you will be able to customize the software
522
as you wish and fits your needs. Many options are available, to empower the
523
administrator with extensively customizable setups.
524

    
525
For the snf-webproject component (installed as an astakos dependency), we
526
need the following:
527

    
528
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
529
uncomment and edit the ``DATABASES`` block to reflect our database:
530

    
531
.. code-block:: console
532

    
533
    DATABASES = {
534
     'default': {
535
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
536
         'ENGINE': 'postgresql_psycopg2',
537
         # ATTENTION: This *must* be the absolute path if using sqlite3.
538
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
539
         'NAME': 'snf_apps',
540
         'USER': 'synnefo',                      # Not used with sqlite3.
541
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
542
         # Set to empty string for localhost. Not used with sqlite3.
543
         'HOST': '4.3.2.1',
544
         # Set to empty string for default. Not used with sqlite3.
545
         'PORT': '5432',
546
     }
547
    }
548

    
549
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
550
``SECRET_KEY``. This is a Django specific setting which is used to provide a
551
seed in secret-key hashing algorithms. Set this to a random string of your
552
choice and keep it private:
553

    
554
.. code-block:: console
555

    
556
    SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
557

    
558
For astakos specific configuration, edit the following options in
559
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
560

    
561
.. code-block:: console
562

    
563
    ASTAKOS_COOKIE_DOMAIN = '.example.com'
564

    
565
    ASTAKOS_BASE_URL = 'https://node1.example.com/astakos'
566

    
567
The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our domain (for all
568
services). ``ASTAKOS_BASE_URL`` is the astakos top-level URL. Appending an
569
extra path (``/astakos`` here) is recommended in order to distinguish
570
components, if more than one are installed on the same machine.
571

    
572
.. note:: For the purpose of this guide, we don't enable recaptcha authentication.
573
    If you would like to enable it, you have to edit the following options:
574

    
575
    .. code-block:: console
576

    
577
        ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
578
        ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
579
        ASTAKOS_RECAPTCHA_USE_SSL = True
580
        ASTAKOS_RECAPTCHA_ENABLED = True
581

    
582
    For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
583
    go to https://www.google.com/recaptcha/admin/create and create your own pair.
584

    
585
Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` :
586

    
587
.. code-block:: console
588

    
589
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
590

    
591
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
592

    
593
    CLOUDBAR_MENU_URL = 'https://node1.example.com/astakos/ui/get_menu'
594

    
595
Those settings have to do with the black cloudbar endpoints and will be
596
described in more detail later on in this guide. For now, just edit the domain
597
to point at node1 which is where we have installed Astakos.
598

    
599
If you are an advanced user and want to use the Shibboleth Authentication
600
method, read the relative :ref:`section <shibboleth-auth>`.
601

    
602

    
603
Email delivery configuration
604
----------------------------
605

    
606
Many of the ``astakos`` operations require server to notify service users and 
607
administrators via email. e.g. right after the signup process the service sents 
608
an email to the registered email address containing an email verification url, 
609
after the user verifies the email address astakos once again needs to notify 
610
administrators with a notice that a new account has just been verified.
611

    
612
More specifically astakos sends emails in the following cases
613

    
614
- An email containing a verification link after each signup process.
615
- An email to the people listed in ``ADMINS`` setting after each email 
616
  verification if ``ASTAKOS_MODERATION`` setting is ``True``. The email 
617
  notifies administrators that an additional action is required in order to 
618
  activate the user.
619
- A welcome email to the user email and an admin notification to ``ADMINS`` 
620
  right after each account activation.
621
- Feedback messages submited from astakos contact view and astakos feedback 
622
  API endpoint are sent to contacts listed in ``HELPDESK`` setting.
623
- Project application request notifications to people included in ``HELPDESK`` 
624
  and ``MANAGERS`` settings.
625
- Notifications after each project members action (join request, membership 
626
  accepted/declinde etc.) to project members or project owners.
627

    
628
Astakos uses the Django internal email delivering mechanism to send email 
629
notifications. A simple configuration, using an external smtp server to 
630
deliver messages, is shown below. 
631

    
632
.. code-block:: python
633
    
634
    # /etc/synnefo/10-snf-common-admins.conf
635
    EMAIL_HOST = "mysmtp.server.synnefo.org"
636
    EMAIL_HOST_USER = "<smtpuser>"
637
    EMAIL_HOST_PASSWORD = "<smtppassword>"
638

    
639
    # this gets appended in all email subjects
640
    EMAIL_SUBJECT_PREFIX = "[example.synnefo.org] "
641
    
642
    # Address to use for outgoing emails
643
    DEFAULT_FROM_EMAIL = "server@example.synnefo.org"
644

    
645
    # Email where users can contact for support. This is used in html/email 
646
    # templates.
647
    CONTACT_EMAIL = "server@example.synnefo.org"
648

    
649
    # The email address that error messages come from
650
    SERVER_EMAIL = "server-errors@example.synnefo.org"
651

    
652
Notice that since email settings might be required by applications other than
653
astakos they are defined in a different configuration file than the one
654
previously used to set astakos specific settings. 
655

    
656
Refer to 
657
`Django documentation <https://docs.djangoproject.com/en/1.2/topics/email/>`_
658
for additional information on available email settings.
659

    
660
As refered in the previous section, based on the operation that triggers 
661
an email notification, the recipients list differs. Specifically for 
662
emails whose recipients include contacts from your service team 
663
(administrators, managers, helpdesk etc) synnefo provides the following 
664
settings located in ``10-snf-common-admins.conf``:
665

    
666
.. code-block:: python
667

    
668
    ADMINS = (('Admin name', 'admin@example.synnefo.org'), 
669
              ('Admin2 name', 'admin2@example.synnefo.org))
670
    MANAGERS = (('Manager name', 'manager@example.synnefo.org'),)
671
    HELPDESK = (('Helpdesk user name', 'helpdesk@example.synnefo.org'),)
672

    
673

    
674

    
675
Enable Pooling
676
--------------
677

    
678
This section can be bypassed, but we strongly recommend you apply the following,
679
since they result in a significant performance boost.
680

    
681
Synnefo includes a pooling DBAPI driver for PostgreSQL, as a thin wrapper
682
around Psycopg2. This allows independent Django requests to reuse pooled DB
683
connections, with significant performance gains.
684

    
685
To use, first monkey-patch psycopg2. For Django, run this before the
686
``DATABASES`` setting in ``/etc/synnefo/10-snf-webproject-database.conf``:
687

    
688
.. code-block:: console
689

    
690
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
691
    monkey_patch_psycopg2()
692

    
693
Since we are running with greenlets, we should modify psycopg2 behavior, so it
694
works properly in a greenlet context:
695

    
696
.. code-block:: console
697

    
698
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
699
    make_psycopg_green()
700

    
701
Use the Psycopg2 driver as usual. For Django, this means using
702
``django.db.backends.postgresql_psycopg2`` without any modifications. To enable
703
connection pooling, pass a nonzero ``synnefo_poolsize`` option to the DBAPI
704
driver, through ``DATABASES.OPTIONS`` in Django.
705

    
706
All the above will result in an ``/etc/synnefo/10-snf-webproject-database.conf``
707
file that looks like this:
708

    
709
.. code-block:: console
710

    
711
    # Monkey-patch psycopg2
712
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
713
    monkey_patch_psycopg2()
714

    
715
    # If running with greenlets
716
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
717
    make_psycopg_green()
718

    
719
    DATABASES = {
720
     'default': {
721
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
722
         'ENGINE': 'postgresql_psycopg2',
723
         'OPTIONS': {'synnefo_poolsize': 8},
724

    
725
         # ATTENTION: This *must* be the absolute path if using sqlite3.
726
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
727
         'NAME': 'snf_apps',
728
         'USER': 'synnefo',                      # Not used with sqlite3.
729
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
730
         # Set to empty string for localhost. Not used with sqlite3.
731
         'HOST': '4.3.2.1',
732
         # Set to empty string for default. Not used with sqlite3.
733
         'PORT': '5432',
734
     }
735
    }
736

    
737
Database Initialization
738
-----------------------
739

    
740
After configuration is done, we initialize the database by running:
741

    
742
.. code-block:: console
743

    
744
    # snf-manage syncdb
745

    
746
At this example we don't need to create a django superuser, so we select
747
``[no]`` to the question. After a successful sync, we run the migration needed
748
for astakos:
749

    
750
.. code-block:: console
751

    
752
    # snf-manage migrate im
753
    # snf-manage migrate quotaholder_app
754

    
755
Then, we load the pre-defined user groups
756

    
757
.. code-block:: console
758

    
759
    # snf-manage loaddata groups
760

    
761
.. _services-reg:
762

    
763
Services Registration
764
---------------------
765

    
766
When the database is ready, we need to register the services. The following
767
command will ask you to register the standard Synnefo components (astakos,
768
cyclades, and pithos) along with the services they provide. Note that you
769
have to register at least astakos in order to have a usable authentication
770
system. For each component, you will be asked to provide two URLs: its base
771
URL and its UI URL.
772

    
773
The former is the location where the component resides; it should equal
774
the ``<component_name>_BASE_URL`` as specified in the respective component
775
settings. For example, the base URL for astakos would be
776
``https://node1.example.com/astakos``.
777

    
778
The latter is the URL that appears in the Cloudbar and leads to the
779
component UI. If you want to follow the default setup, set
780
the UI URL to ``<base_url>/ui/`` where ``base_url`` the component's base
781
URL as explained before. (You can later change the UI URL with
782
``snf-manage component-modify <component_name> --url new_ui_url``.)
783

    
784
The command will also register automatically the resource definitions
785
offered by the services.
786

    
787
.. code-block:: console
788

    
789
    # snf-component-register
790

    
791
.. note::
792

    
793
   This command is equivalent to running the following series of commands;
794
   it registers the three components in astakos and then in each host it
795
   exports the respective service definitions, copies the exported json file
796
   to the astakos host, where it finally imports it:
797

    
798
    .. code-block:: console
799

    
800
       astakos-host$ snf-manage component-add astakos astakos_ui_url
801
       astakos-host$ snf-manage component-add cyclades cyclades_ui_url
802
       astakos-host$ snf-manage component-add pithos pithos_ui_url
803
       astakos-host$ snf-manage service-export-astakos > astakos.json
804
       astakos-host$ snf-manage service-import --json astakos.json
805
       cyclades-host$ snf-manage service-export-cyclades > cyclades.json
806
       # copy the file to astakos-host
807
       astakos-host$ snf-manage service-import --json cyclades.json
808
       pithos-host$ snf-manage service-export-pithos > pithos.json
809
       # copy the file to astakos-host
810
       astakos-host$ snf-manage service-import --json pithos.json
811

    
812
Setting Default Base Quota for Resources
813
----------------------------------------
814

    
815
We now have to specify the limit on resources that each user can employ
816
(exempting resources offered by projects).
817

    
818
.. code-block:: console
819

    
820
    # snf-manage resource-modify --limit-interactive
821

    
822

    
823
Servers Initialization
824
----------------------
825

    
826
Finally, we initialize the servers on node1:
827

    
828
.. code-block:: console
829

    
830
    root@node1:~ # /etc/init.d/gunicorn restart
831
    root@node1:~ # /etc/init.d/apache2 restart
832

    
833
We have now finished the Astakos setup. Let's test it now.
834

    
835

    
836
Testing of Astakos
837
==================
838

    
839
Open your favorite browser and go to:
840

    
841
``http://node1.example.com/astakos``
842

    
843
If this redirects you to ``https://node1.example.com/astakos/ui/`` and you can see
844
the "welcome" door of Astakos, then you have successfully setup Astakos.
845

    
846
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
847
and fill all your data at the sign up form. Then click "SUBMIT". You should now
848
see a green box on the top, which informs you that you made a successful request
849
and the request has been sent to the administrators. So far so good, let's
850
assume that you created the user with username ``user@example.com``.
851

    
852
Now we need to activate that user. Return to a command prompt at node1 and run:
853

    
854
.. code-block:: console
855

    
856
    root@node1:~ # snf-manage user-list
857

    
858
This command should show you a list with only one user; the one we just created.
859
This user should have an id with a value of ``1`` and flag "active" and
860
"verified" set to False. Now run:
861

    
862
.. code-block:: console
863

    
864
    root@node1:~ # snf-manage user-modify 1 --verify --accept
865

    
866
This verifies the user email and activates the user.
867
When running in production, the activation is done automatically with different
868
types of moderation, that Astakos supports. You can see the moderation methods
869
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
870
documentation. In production, you can also manually activate a user, by sending
871
him/her an activation email. See how to do this at the :ref:`User
872
activation <user_activation>` section.
873

    
874
Now let's go back to the homepage. Open ``http://node1.example.com/astkos/ui/`` with
875
your browser again. Try to sign in using your new credentials. If the astakos
876
menu appears and you can see your profile, then you have successfully setup
877
Astakos.
878

    
879
Let's continue to install Pithos now.
880

    
881

    
882
Installation of Pithos on node2
883
===============================
884

    
885
To install Pithos, grab the packages from our repository (make sure  you made
886
the additions needed in your ``/etc/apt/sources.list`` file, as described
887
previously), by running:
888

    
889
.. code-block:: console
890

    
891
   # apt-get install snf-pithos-app snf-pithos-backend
892

    
893
Now, install the pithos web interface:
894

    
895
.. code-block:: console
896

    
897
   # apt-get install snf-pithos-webclient
898

    
899
This package provides the standalone pithos web client. The web client is the
900
web UI for Pithos and will be accessible by clicking "pithos" on the Astakos
901
interface's cloudbar, at the top of the Astakos homepage.
902

    
903

    
904
.. _conf-pithos:
905

    
906
Configuration of Pithos
907
=======================
908

    
909
Conf Files
910
----------
911

    
912
After Pithos is successfully installed, you will find the directory
913
``/etc/synnefo`` and some configuration files inside it, as you did in node1
914
after installation of astakos. Here, you will not have to change anything that
915
has to do with snf-common or snf-webproject. Everything is set at node1. You
916
only need to change settings that have to do with Pithos. Specifically:
917

    
918
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
919
this options:
920

    
921
.. code-block:: console
922

    
923
   ASTAKOS_BASE_URL = 'https://node1.example.com/astakos'
924

    
925
   PITHOS_BASE_URL = 'https://node2.example.com/pithos'
926
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
927
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
928

    
929
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w'
930

    
931
   # Set to False if astakos & pithos are on the same host
932
   PITHOS_PROXY_USER_SERVICES = True
933

    
934

    
935
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the Pithos app where to
936
find the Pithos backend database. Above we tell Pithos that its database is
937
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
938
``example_passw0rd``.  All those settings where setup during node1's "Database
939
setup" section.
940

    
941
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the Pithos app where to find
942
the Pithos backend data. Above we tell Pithos to store its data under
943
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
944
directory at node1's "Pithos data directory setup" section.
945

    
946
The ``ASTAKOS_BASE_URL`` option informs the Pithos app where Astakos is.
947
The Astakos service is used for user management (authentication, quotas, etc.)
948

    
949
The ``PITHOS_BASE_URL`` setting must point to the top-level Pithos URL.
950

    
951
The ``PITHOS_SERVICE_TOKEN`` is the token used for authentication with astakos.
952
It can be retrieved by running on the Astakos node (node1 in our case):
953

    
954
.. code-block:: console
955

    
956
   # snf-manage component-list
957

    
958
The token has been generated automatically during the :ref:`Pithos service
959
registration <services-reg>`.
960

    
961
The ``PITHOS_UPDATE_MD5`` option by default disables the computation of the
962
object checksums. This results to improved performance during object uploading.
963
However, if compatibility with the OpenStack Object Storage API is important
964
then it should be changed to ``True``.
965

    
966
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
967
Pithos web UI with the astakos web UI (through the top cloudbar):
968

    
969
.. code-block:: console
970

    
971
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
972
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
973
    CLOUDBAR_MENU_URL = 'https://node1.example.com/astakos/ui/get_menu'
974

    
975
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
976
cloudbar.
977

    
978
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
979
Pithos web client to get from astakos all the information needed to fill its
980
own cloudbar. So we put our astakos deployment urls there.
981

    
982
Pooling and Greenlets
983
---------------------
984

    
985
Pithos is pooling-ready without the need of further configuration, because it
986
doesn't use a Django DB. It pools HTTP connections to Astakos and pithos
987
backend objects for access to the Pithos DB.
988

    
989
However, as in Astakos, since we are running with Greenlets, it is also
990
recommended to modify psycopg2 behavior so it works properly in a greenlet
991
context. This means adding the following lines at the top of your
992
``/etc/synnefo/10-snf-webproject-database.conf`` file:
993

    
994
.. code-block:: console
995

    
996
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
997
    make_psycopg_green()
998

    
999
Furthermore, add the ``--worker-class=gevent`` (or ``--worker-class=sync`` as
1000
mentioned above, depending on your setup) argument on your
1001
``/etc/gunicorn.d/synnefo`` configuration file. The file should look something
1002
like this:
1003

    
1004
.. code-block:: console
1005

    
1006
    CONFIG = {
1007
     'mode': 'django',
1008
     'environment': {
1009
       'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
1010
     },
1011
     'working_dir': '/etc/synnefo',
1012
     'user': 'www-data',
1013
     'group': 'www-data',
1014
     'args': (
1015
       '--bind=127.0.0.1:8080',
1016
       '--workers=4',
1017
       '--worker-class=gevent',
1018
       '--log-level=debug',
1019
       '--timeout=43200'
1020
     ),
1021
    }
1022

    
1023
Stamp Database Revision
1024
-----------------------
1025

    
1026
Pithos uses the alembic_ database migrations tool.
1027

    
1028
.. _alembic: http://alembic.readthedocs.org
1029

    
1030
After a successful installation, we should stamp it at the most recent
1031
revision, so that future migrations know where to start upgrading in
1032
the migration history.
1033

    
1034
.. code-block:: console
1035

    
1036
    root@node2:~ # pithos-migrate stamp head
1037

    
1038
Servers Initialization
1039
----------------------
1040

    
1041
After configuration is done, we initialize the servers on node2:
1042

    
1043
.. code-block:: console
1044

    
1045
    root@node2:~ # /etc/init.d/gunicorn restart
1046
    root@node2:~ # /etc/init.d/apache2 restart
1047

    
1048
You have now finished the Pithos setup. Let's test it now.
1049

    
1050

    
1051
Testing of Pithos
1052
=================
1053

    
1054
Open your browser and go to the Astakos homepage:
1055

    
1056
``http://node1.example.com/astakos``
1057

    
1058
Login, and you will see your profile page. Now, click the "pithos" link on the
1059
top black cloudbar. If everything was setup correctly, this will redirect you
1060
to:
1061

    
1062

    
1063
and you will see the blue interface of the Pithos application.  Click the
1064
orange "Upload" button and upload your first file. If the file gets uploaded
1065
successfully, then this is your first sign of a successful Pithos installation.
1066
Go ahead and experiment with the interface to make sure everything works
1067
correctly.
1068

    
1069
You can also use the Pithos clients to sync data from your Windows PC or MAC.
1070

    
1071
If you don't stumble on any problems, then you have successfully installed
1072
Pithos, which you can use as a standalone File Storage Service.
1073

    
1074
If you would like to do more, such as:
1075

    
1076
    * Spawning VMs
1077
    * Spawning VMs from Images stored on Pithos
1078
    * Uploading your custom Images to Pithos
1079
    * Spawning VMs from those custom Images
1080
    * Registering existing Pithos files as Images
1081
    * Connect VMs to the Internet
1082
    * Create Private Networks
1083
    * Add VMs to Private Networks
1084

    
1085
please continue with the rest of the guide.
1086

    
1087

    
1088
Cyclades Prerequisites
1089
======================
1090

    
1091
Before proceeding with the Cyclades installation, make sure you have
1092
successfully set up Astakos and Pithos first, because Cyclades depends on
1093
them. If you don't have a working Astakos and Pithos installation yet, please
1094
return to the :ref:`top <quick-install-admin-guide>` of this guide.
1095

    
1096
Besides Astakos and Pithos, you will also need a number of additional working
1097
prerequisites, before you start the Cyclades installation.
1098

    
1099
Ganeti
1100
------
1101

    
1102
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
1103
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
1104
Please refer to the
1105
`ganeti documentation <http://docs.ganeti.org/ganeti/2.6/html>`_ for all the
1106
gory details. A successful Ganeti installation concludes with a working
1107
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
1108
<GANETI_NODES>`.
1109

    
1110
The above Ganeti cluster can run on different physical machines than node1 and
1111
node2 and can scale independently, according to your needs.
1112

    
1113
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
1114
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
1115
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
1116

    
1117
We highly recommend that you read the official Ganeti documentation, if you are
1118
not familiar with Ganeti.
1119

    
1120
Unfortunatelly, the current stable version of the stock Ganeti (v2.6.2) doesn't
1121
support IP pool management. This feature will be available in Ganeti >= 2.7.
1122
Synnefo depends on the IP pool functionality of Ganeti, so you have to use
1123
GRNET provided packages until stable 2.7 is out. To do so:
1124

    
1125
.. code-block:: console
1126

    
1127
   # apt-get install snf-ganeti ganeti-htools
1128
   # rmmod -f drbd && modprobe drbd minor_count=255 usermode_helper=/bin/true
1129

    
1130
You should have:
1131

    
1132
Ganeti >= 2.6.2+ippool11+hotplug5+extstorage3+rdbfix1+kvmfix2-1
1133

    
1134
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
1135
both nodes, choose a domain name that resolves to a valid floating IP (let's
1136
say it's ``ganeti.node1.example.com``). Make sure node1 and node2 have same
1137
dsa/rsa keys and authorised_keys for password-less root ssh between each other.
1138
If not then skip passing --no-ssh-init but be aware that it will replace
1139
/root/.ssh/* related files and you might lose access to master node. Also,
1140
make sure there is an lvm volume group named ``ganeti`` that will host your
1141
VMs' disks. Finally, setup a bridge interface on the host machines (e.g: br0).
1142
Then run on node1:
1143

    
1144
.. code-block:: console
1145

    
1146
    root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init \
1147
                    --no-etc-hosts --vg-name=ganeti --nic-parameters link=br0 \
1148
                    --master-netdev eth0 ganeti.node1.example.com
1149
    root@node1:~ # gnt-cluster modify --default-iallocator hail
1150
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
1151
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
1152

    
1153
    root@node1:~ # gnt-node add --no-ssh-key-check --master-capable=yes \
1154
                    --vm-capable=yes node2.example.com
1155
    root@node1:~ # gnt-cluster modify --disk-parameters=drbd:metavg=ganeti
1156
    root@node1:~ # gnt-group modify --disk-parameters=drbd:metavg=ganeti default
1157

    
1158
For any problems you may stumble upon installing Ganeti, please refer to the
1159
`official documentation <http://docs.ganeti.org/ganeti/2.6/html>`_. Installation
1160
of Ganeti is out of the scope of this guide.
1161

    
1162
.. _cyclades-install-snfimage:
1163

    
1164
snf-image
1165
---------
1166

    
1167
Installation
1168
~~~~~~~~~~~~
1169
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
1170
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
1171
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
1172
node1 and node2. You can do this by running on *both* nodes:
1173

    
1174
.. code-block:: console
1175

    
1176
   # apt-get install snf-image snf-pithos-backend python-psycopg2
1177

    
1178
snf-image also needs the `snf-pithos-backend <snf-pithos-backend>`, to be able
1179
to handle image files stored on Pithos. It also needs `python-psycopg2` to be
1180
able to access the Pithos database. This is why, we also install them on *all*
1181
VM-capable Ganeti nodes.
1182

    
1183
.. warning:: snf-image uses ``curl`` for handling URLs. This means that it will
1184
    not  work out of the box if you try to use URLs served by servers which do
1185
    not have a valid certificate. To circumvent this you should edit the file
1186
    ``/etc/default/snf-image``. Change ``#CURL="curl"`` to ``CURL="curl -k"``.
1187

    
1188
After `snf-image` has been installed successfully, create the helper VM by
1189
running on *both* nodes:
1190

    
1191
.. code-block:: console
1192

    
1193
   # snf-image-update-helper
1194

    
1195
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
1196
snf-image to run successfully, and it may take a few minutes depending on your
1197
Internet connection.
1198

    
1199
Configuration
1200
~~~~~~~~~~~~~
1201
snf-image supports native access to Images stored on Pithos. This means that
1202
it can talk directly to the Pithos backend, without the need of providing a
1203
public URL. More details, are described in the next section. For now, the only
1204
thing we need to do, is configure snf-image to access our Pithos backend.
1205

    
1206
To do this, we need to set the corresponding variables in
1207
``/etc/default/snf-image``, to reflect our Pithos setup:
1208

    
1209
.. code-block:: console
1210

    
1211
    PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
1212

    
1213
    PITHOS_DATA="/srv/pithos/data"
1214

    
1215
If you have installed your Ganeti cluster on different nodes than node1 and
1216
node2 make sure that ``/srv/pithos/data`` is visible by all of them.
1217

    
1218
If you would like to use Images that are also/only stored locally, you need to
1219
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
1220
Pithos.
1221

    
1222
Testing
1223
~~~~~~~
1224
You can test that snf-image is successfully installed by running on the
1225
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
1226

    
1227
.. code-block:: console
1228

    
1229
   # gnt-os diagnose
1230

    
1231
This should return ``valid`` for snf-image.
1232

    
1233
If you are interested to learn more about snf-image's internals (and even use
1234
it alongside Ganeti without Synnefo), please see
1235
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information
1236
concerning installation instructions, documentation on the design and
1237
implementation, and supported Image formats.
1238

    
1239
.. _snf-image-images:
1240

    
1241
Actual Images for snf-image
1242
---------------------------
1243

    
1244
Now that snf-image is installed successfully we need to provide it with some
1245
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
1246
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
1247
format. For more information about snf-image Image formats see `here
1248
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
1249

    
1250
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
1251
above Images to be stored:
1252

    
1253
    * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR``
1254
      in :file:`/etc/default/snf-image`)
1255
    * On a remote host (accessible via public URL e.g: http://... or ftp://...)
1256
    * On Pithos (accessible natively, not only by its public URL)
1257

    
1258
For the purpose of this guide, we will use the Debian Squeeze Base Image found
1259
on the official `snf-image page
1260
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
1261
of type ``diskdump``. We will store it in our new Pithos installation.
1262

    
1263
To do so, do the following:
1264

    
1265
a) Download the Image from the official snf-image page.
1266

    
1267
b) Upload the Image to your Pithos installation, either using the Pithos Web
1268
   UI or the command line client `kamaki
1269
   <http://www.synnefo.org/docs/kamaki/latest/index.html>`_.
1270

    
1271
Once the Image is uploaded successfully, download the Image's metadata file
1272
from the official snf-image page. You will need it, for spawning a VM from
1273
Ganeti, in the next section.
1274

    
1275
Of course, you can repeat the procedure to upload more Images, available from
1276
the `official snf-image page
1277
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
1278

    
1279
.. _ganeti-with-pithos-images:
1280

    
1281
Spawning a VM from a Pithos Image, using Ganeti
1282
-----------------------------------------------
1283

    
1284
Now, it is time to test our installation so far. So, we have Astakos and
1285
Pithos installed, we have a working Ganeti installation, the snf-image
1286
definition installed on all VM-capable nodes and a Debian Squeeze Image on
1287
Pithos. Make sure you also have the `metadata file
1288
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
1289

    
1290
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
1291

    
1292
.. code-block:: console
1293

    
1294
   # gnt-instance add -o snf-image+default --os-parameters \
1295
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1296
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1297
                      testvm1
1298

    
1299
In the above command:
1300

    
1301
 * ``img_passwd``: the arbitrary root password of your new instance
1302
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1303
 * ``img_id``: If you want to deploy an Image stored on Pithos (our case), this
1304
               should have the format ``pithos://<UUID>/<container>/<filename>``:
1305
               * ``username``: ``user@example.com`` (defined during Astakos sign up)
1306
               * ``container``: ``pithos`` (default, if the Web UI was used)
1307
               * ``filename``: the name of file (visible also from the Web UI)
1308
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1309
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1310
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
1311

    
1312
If the ``gnt-instance add`` command returns successfully, then run:
1313

    
1314
.. code-block:: console
1315

    
1316
   # gnt-instance info testvm1 | grep "console connection"
1317

    
1318
to find out where to connect using VNC. If you can connect successfully and can
1319
login to your new instance using the root password ``my_vm_example_passw0rd``,
1320
then everything works as expected and you have your new Debian Base VM up and
1321
running.
1322

    
1323
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1324
to access the Pithos database and the Pithos backend data (newer versions
1325
require UUID instead of a username). Another issue you may encounter is that in
1326
relatively slow setups, you may need to raise the default HELPER_*_TIMEOUTS in
1327
/etc/default/snf-image. Also, make sure you gave the correct ``img_id`` and
1328
``img_properties``. If ``gnt-instance add`` succeeds but you cannot connect,
1329
again find out what went wrong. Do *NOT* proceed to the next steps unless you
1330
are sure everything works till this point.
1331

    
1332
If everything works, you have successfully connected Ganeti with Pithos. Let's
1333
move on to networking now.
1334

    
1335
.. warning::
1336

    
1337
    You can bypass the networking sections and go straight to
1338
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1339
    the Cyclades Network Service, but only the Cyclades Compute Service
1340
    (recommended for now).
1341

    
1342
Networking Setup Overview
1343
-------------------------
1344

    
1345
This part is deployment-specific and must be customized based on the specific
1346
needs of the system administrator. However, to do so, the administrator needs
1347
to understand how each level handles Virtual Networks, to be able to setup the
1348
backend appropriately, before installing Cyclades. To do so, please read the
1349
:ref:`Network <networks>` section before proceeding.
1350

    
1351
Since synnefo 0.11 all network actions are managed with the snf-manage
1352
network-* commands. This needs the underlying setup (Ganeti, nfdhcpd,
1353
snf-network, bridges, vlans) to be already configured correctly. The only
1354
actions needed in this point are:
1355

    
1356
a) Have Ganeti with IP pool management support installed.
1357

    
1358
b) Install :ref:`snf-network <snf-network>`, which provides a synnefo specific kvm-ifup script, etc.
1359

    
1360
c) Install :ref:`nfdhcpd <nfdhcpd>`, which serves DHCP requests of the VMs.
1361

    
1362
In order to test that everything is setup correctly before installing Cyclades,
1363
we will make some testing actions in this section, and the actual setup will be
1364
done afterwards with snf-manage commands.
1365

    
1366
.. _snf-network:
1367

    
1368
snf-network
1369
~~~~~~~~~~~
1370

    
1371
snf-network includes `kvm-vif-bridge` script that is invoked every time
1372
a tap (a VM's NIC) is created. Based on environment variables passed by
1373
Ganeti it issues various commands depending on the network type the NIC is
1374
connected to and sets up a corresponding dhcp lease.
1375

    
1376
Install snf-network on all Ganeti nodes:
1377

    
1378
.. code-block:: console
1379

    
1380
   # apt-get install snf-network
1381

    
1382
Then, in :file:`/etc/default/snf-network` set:
1383

    
1384
.. code-block:: console
1385

    
1386
   MAC_MASK=ff:ff:f0:00:00:00
1387

    
1388
.. _nfdhcpd:
1389

    
1390
nfdhcpd
1391
~~~~~~~
1392

    
1393
Each NIC's IP is chosen by Ganeti (with IP pool management support).
1394
`kvm-vif-bridge` script sets up dhcp leases and when the VM boots and
1395
makes a dhcp request, iptables will mangle the packet and `nfdhcpd` will
1396
create a dhcp response.
1397

    
1398
.. code-block:: console
1399

    
1400
   # apt-get install nfqueue-bindings-python=0.3+physindev-1
1401
   # apt-get install nfdhcpd
1402

    
1403
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1404
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1405
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1406
VMs. Once you are finished, restart the server on all nodes:
1407

    
1408
.. code-block:: console
1409

    
1410
   # /etc/init.d/nfdhcpd restart
1411

    
1412
If you are using ``ferm``, then you need to run the following:
1413

    
1414
.. code-block:: console
1415

    
1416
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1417
   # /etc/init.d/ferm restart
1418

    
1419
or make sure to run after boot:
1420

    
1421
.. code-block:: console
1422

    
1423
   # iptables -t mangle -A PREROUTING -p udp -m udp --dport 67 -j NFQUEUE --queue-num 42
1424

    
1425
and if you have IPv6 enabled:
1426

    
1427
.. code-block:: console
1428

    
1429
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 133 -j NFQUEUE --queue-num 43
1430
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 135 -j NFQUEUE --queue-num 44
1431

    
1432
You can check which clients are currently served by nfdhcpd by running:
1433

    
1434
.. code-block:: console
1435

    
1436
   # kill -SIGUSR1 `cat /var/run/nfdhcpd/nfdhcpd.pid`
1437

    
1438
When you run the above, then check ``/var/log/nfdhcpd/nfdhcpd.log``.
1439

    
1440
Public Network Setup
1441
--------------------
1442

    
1443
To achieve basic networking the simplest way is to have a common bridge (e.g.
1444
``br0``, on the same collision domain with the router) where all VMs will
1445
connect to. Packets will be "forwarded" to the router and then to the Internet.
1446
If you want a more advanced setup (ip-less routing and proxy-arp plese refer to
1447
:ref:`Network <networks>` section).
1448

    
1449
Physical Host Setup
1450
~~~~~~~~~~~~~~~~~~~
1451

    
1452
Assuming ``eth0`` on both hosts is the public interface (directly connected
1453
to the router), run on every node:
1454

    
1455
.. code-block:: console
1456

    
1457
   # apt-get install vlan
1458
   # brctl addbr br0
1459
   # ip link set br0 up
1460
   # vconfig add eth0 100
1461
   # ip link set eth0.100 up
1462
   # brctl addif br0 eth0.100
1463

    
1464

    
1465
Testing a Public Network
1466
~~~~~~~~~~~~~~~~~~~~~~~~
1467

    
1468
Let's assume, that you want to assign IPs from the ``5.6.7.0/27`` range to you
1469
new VMs, with ``5.6.7.1`` as the router's gateway. In Ganeti you can add the
1470
network by running:
1471

    
1472
.. code-block:: console
1473

    
1474
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 --network-type=public --tags=nfdhcpd test-net-public
1475

    
1476
Then, connect the network to all your nodegroups. We assume that we only have
1477
one nodegroup (``default``) in our Ganeti cluster:
1478

    
1479
.. code-block:: console
1480

    
1481
   # gnt-network connect test-net-public default bridged br0
1482

    
1483
Now, it is time to test that the backend infrastracture is correctly setup for
1484
the Public Network. We will add a new VM, the same way we did it on the
1485
previous testing section. However, now will also add one NIC, configured to be
1486
managed from our previously defined network. Run on the GANETI-MASTER (node1):
1487

    
1488
.. code-block:: console
1489

    
1490
   # gnt-instance add -o snf-image+default --os-parameters \
1491
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1492
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1493
                      --net 0:ip=pool,network=test-net-public \
1494
                      testvm2
1495

    
1496
If the above returns successfully, connect to the new VM and run:
1497

    
1498
.. code-block:: console
1499

    
1500
   root@testvm2:~ # ip addr
1501
   root@testvm2:~ # ip route
1502
   root@testvm2:~ # cat /etc/resolv.conf
1503

    
1504
to check IP address (5.6.7.2), IP routes (default via 5.6.7.1) and DNS config
1505
(nameserver option in nfdhcpd.conf). This shows correct configuration of
1506
ganeti, snf-network and nfdhcpd.
1507

    
1508
Now ping the outside world. If this works too, then you have also configured
1509
correctly your physical host and router.
1510

    
1511
Make sure everything works as expected, before proceeding with the Private
1512
Networks setup.
1513

    
1514
.. _private-networks-setup:
1515

    
1516
Private Networks Setup
1517
----------------------
1518

    
1519
Synnefo supports two types of private networks:
1520

    
1521
 - based on MAC filtering
1522
 - based on physical VLANs
1523

    
1524
Both types provide Layer 2 isolation to the end-user.
1525

    
1526
For the first type a common bridge (e.g. ``prv0``) is needed while for the
1527
second a range of bridges (e.g. ``prv1..prv100``) each bridged on a different
1528
physical VLAN. To this end to assure isolation among end-users' private networks
1529
each has to have different MAC prefix (for the filtering to take place) or to be
1530
"connected" to a different bridge (VLAN actually).
1531

    
1532
Physical Host Setup
1533
~~~~~~~~~~~~~~~~~~~
1534

    
1535
In order to create the necessary VLAN/bridges, one for MAC filtered private
1536
networks and various (e.g. 20) for private networks based on physical VLANs,
1537
run on every node:
1538

    
1539
Assuming ``eth0`` of both hosts are somehow (via cable/switch with VLANs
1540
configured correctly) connected together, run on every node:
1541

    
1542
.. code-block:: console
1543

    
1544
   # modprobe 8021q
1545
   # $iface=eth0
1546
   # for prv in $(seq 0 20); do
1547
        vlan=$prv
1548
        bridge=prv$prv
1549
        vconfig add $iface $vlan
1550
        ifconfig $iface.$vlan up
1551
        brctl addbr $bridge
1552
        brctl setfd $bridge 0
1553
        brctl addif $bridge $iface.$vlan
1554
        ifconfig $bridge up
1555
      done
1556

    
1557
The above will do the following :
1558

    
1559
 * provision 21 new bridges: ``prv0`` - ``prv20``
1560
 * provision 21 new vlans: ``eth0.0`` - ``eth0.20``
1561
 * add the corresponding vlan to the equivalent bridge
1562

    
1563
You can run ``brctl show`` on both nodes to see if everything was setup
1564
correctly.
1565

    
1566
Testing the Private Networks
1567
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1568

    
1569
To test the Private Networks, we will create two instances and put them in the
1570
same Private Networks (one MAC Filtered and one Physical VLAN). This means
1571
that the instances will have a second NIC connected to the ``prv0``
1572
pre-provisioned bridge and a third to ``prv1``.
1573

    
1574
We run the same command as in the Public Network testing section, but with one
1575
more argument for the second NIC:
1576

    
1577
.. code-block:: console
1578

    
1579
   # gnt-network add --network=192.168.1.0/24 --mac-prefix=aa:00:55 --network-type=private --tags=nfdhcpd,private-filtered test-net-prv-mac
1580
   # gnt-network connect test-net-prv-mac default bridged prv0
1581

    
1582
   # gnt-network add --network=10.0.0.0/24 --tags=nfdhcpd --network-type=private test-net-prv-vlan
1583
   # gnt-network connect test-net-prv-vlan default bridged prv1
1584

    
1585
   # gnt-instance add -o snf-image+default --os-parameters \
1586
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1587
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1588
                      --net 0:ip=pool,network=test-net-public \
1589
                      --net 1:ip=pool,network=test-net-prv-mac \
1590
                      --net 2:ip=none,network=test-net-prv-vlan \
1591
                      testvm3
1592

    
1593
   # gnt-instance add -o snf-image+default --os-parameters \
1594
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1595
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1596
                      --net 0:ip=pool,network=test-net-public \
1597
                      --net 1:ip=pool,network=test-net-prv-mac \
1598
                      --net 2:ip=none,network=test-net-prv-vlan \
1599
                      testvm4
1600

    
1601
Above, we create two instances with first NIC connected to the internet, their
1602
second NIC connected to a MAC filtered private Network and their third NIC
1603
connected to the first Physical VLAN Private Network. Now, connect to the
1604
instances using VNC and make sure everything works as expected:
1605

    
1606
 a) The instances have access to the public internet through their first eth
1607
    interface (``eth0``), which has been automatically assigned a public IP.
1608

    
1609
 b) ``eth1`` will have mac prefix ``aa:00:55``, while ``eth2`` default one (``aa:00:00``)
1610

    
1611
 c) ip link set ``eth1``/``eth2`` up
1612

    
1613
 d) dhclient ``eth1``/``eth2``
1614

    
1615
 e) On testvm3  ping 192.168.1.2/10.0.0.2
1616

    
1617
If everything works as expected, then you have finished the Network Setup at the
1618
backend for both types of Networks (Public & Private).
1619

    
1620
.. _cyclades-gtools:
1621

    
1622
Cyclades Ganeti tools
1623
---------------------
1624

    
1625
In order for Ganeti to be connected with Cyclades later on, we need the
1626
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1627
case). You can install them by running in both nodes:
1628

    
1629
.. code-block:: console
1630

    
1631
   # apt-get install snf-cyclades-gtools
1632

    
1633
This will install the following:
1634

    
1635
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1636
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1637
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1638

    
1639
Configure ``snf-cyclades-gtools``
1640
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1641

    
1642
The package will install the ``/etc/synnefo/20-snf-cyclades-gtools-backend.conf``
1643
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1644
that need it:
1645

    
1646
.. code-block:: console
1647

    
1648
  AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1649

    
1650
The above variables should reflect your :ref:`Message Queue setup
1651
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1652

    
1653
Connect ``snf-image`` with ``snf-progress-monitor``
1654
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1655

    
1656
Finally, we need to configure ``snf-image`` to publish progress messages during
1657
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1658
set the corresponding variable to ``snf-progress-monitor``:
1659

    
1660
.. code-block:: console
1661

    
1662
   PROGRESS_MONITOR="snf-progress-monitor"
1663

    
1664
This file should be editted in all Ganeti nodes.
1665

    
1666
.. _rapi-user:
1667

    
1668
Synnefo RAPI user
1669
-----------------
1670

    
1671
As a last step before installing Cyclades, create a new RAPI user that will
1672
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1673
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1674
You can do this, by first running:
1675

    
1676
.. code-block:: console
1677

    
1678
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1679

    
1680
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1681

    
1682
.. code-block:: console
1683

    
1684
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1685

    
1686
More about Ganeti's RAPI users `here.
1687
<http://docs.ganeti.org/ganeti/2.6/html/rapi.html#introduction>`_
1688

    
1689
You have now finished with all needed Prerequisites for Cyclades. Let's move on
1690
to the actual Cyclades installation.
1691

    
1692

    
1693
Installation of Cyclades on node1
1694
=================================
1695

    
1696
This section describes the installation of Cyclades. Cyclades is Synnefo's
1697
Compute service. The Image Service will get installed automatically along with
1698
Cyclades, because it is contained in the same Synnefo component.
1699

    
1700
We will install Cyclades on node1. To do so, we install the corresponding
1701
package by running on node1:
1702

    
1703
.. code-block:: console
1704

    
1705
   # apt-get install snf-cyclades-app memcached python-memcache
1706

    
1707
If all packages install successfully, then Cyclades are installed and we
1708
proceed with their configuration.
1709

    
1710
Since version 0.13, Synnefo uses the VMAPI in order to prevent sensitive data
1711
needed by 'snf-image' to be stored in Ganeti configuration (e.g. VM password).
1712
This is achieved by storing all sensitive information to a CACHE backend and
1713
exporting it via VMAPI. The cache entries are invalidated after the first
1714
request. Synnefo uses `memcached <http://memcached.org/>`_ as a
1715
`Django <https://www.djangoproject.com/>`_ cache backend.
1716

    
1717
Configuration of Cyclades
1718
=========================
1719

    
1720
Conf files
1721
----------
1722

    
1723
After installing Cyclades, a number of new configuration files will appear under
1724
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will describe here
1725
only the minimal needed changes to result with a working system. In general,
1726
sane defaults have been chosen for the most of the options, to cover most of the
1727
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1728
once you get familiar with the different options.
1729

    
1730
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1731

    
1732
.. code-block:: console
1733

    
1734
   CYCLADES_BASE_URL = 'https://node1.example.com/cyclades'
1735
   ASTAKOS_BASE_URL = 'https://node1.example.com/astakos'
1736

    
1737
   # Set to False if astakos & cyclades are on the same host
1738
   CYCLADES_PROXY_USER_SERVICES = False
1739

    
1740
   CYCLADES_SERVICE_TOKEN = 'cyclades_service_token22w'
1741

    
1742
The ``ASTAKOS_BASE_URL`` denotes the Astakos endpoint for Cyclades,
1743
which is used for all user management, including authentication.
1744
Since our Astakos, Cyclades, and Pithos installations belong together,
1745
they should all have identical ``ASTAKOS_BASE_URL`` setting
1746
(see also, :ref:`previously <conf-pithos>`).
1747

    
1748
The ``CYCLADES_BASE_URL`` setting must point to the top-level Cyclades URL.
1749
Appending an extra path (``/cyclades`` here) is recommended in order to
1750
distinguish components, if more than one are installed on the same machine.
1751

    
1752
The ``CYCLADES_SERVICE_TOKEN`` is the token used for authentication with astakos.
1753
It can be retrieved by running on the Astakos node (node1 in our case):
1754

    
1755
.. code-block:: console
1756

    
1757
   # snf-manage component-list
1758

    
1759
The token has been generated automatically during the :ref:`Cyclades service
1760
registration <services-reg>`.
1761

    
1762
TODO: Document the Network Options here
1763

    
1764
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1765

    
1766
.. code-block:: console
1767

    
1768
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1769
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
1770
   CLOUDBAR_MENU_URL = 'https://account.node1.example.com/astakos/ui/get_menu'
1771

    
1772
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1773
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1774
used by the Cyclades Web UI to get from Astakos all the information needed to
1775
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1776
above should have the same values we put in the corresponding variables in
1777
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1778
:ref:`Pithos configuration <conf-pithos>` section.
1779

    
1780
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1781

    
1782
.. code-block:: console
1783

    
1784
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1785
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1786

    
1787
In this file we configure the Image Service. ``BACKEND_DB_CONNECTION``
1788
denotes the Pithos database (where the Image files are stored). So we set that
1789
to point to our Pithos database. ``BACKEND_BLOCK_PATH`` denotes the actual
1790
Pithos data location.
1791

    
1792
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1793

    
1794
.. code-block:: console
1795

    
1796
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1797

    
1798
The above settings denote the Message Queue. Those settings should have the same
1799
values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and
1800
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1801

    
1802
Edit ``/etc/synnefo/20-snf-cyclades-app-ui.conf``:
1803

    
1804
.. code-block:: console
1805

    
1806
   UI_LOGIN_URL = "https://node1.example.com/ui/login"
1807
   UI_LOGOUT_URL = "https://node1.example.com/ui/logout"
1808

    
1809
The ``UI_LOGIN_URL`` option tells the Cyclades Web UI where to redirect users,
1810
if they are not logged in. We point that to Astakos.
1811

    
1812
The ``UI_LOGOUT_URL`` option tells the Cyclades Web UI where to redirect the
1813
user when he/she logs out. We point that to Astakos, too.
1814

    
1815
Edit ``/etc/synnefo/20-snf-cyclades-app-vmapi.conf``:
1816

    
1817
.. code-block:: console
1818

    
1819
   VMAPI_CACHE_BACKEND = "memcached://127.0.0.1:11211/?timeout=3600"
1820

    
1821
Edit ``/etc/default/vncauthproxy``:
1822

    
1823
.. code-block:: console
1824

    
1825
   CHUID="nobody:www-data"
1826

    
1827
We have now finished with the basic Cyclades configuration.
1828

    
1829
Database Initialization
1830
-----------------------
1831

    
1832
Once Cyclades is configured, we sync the database:
1833

    
1834
.. code-block:: console
1835

    
1836
   $ snf-manage syncdb
1837
   $ snf-manage migrate
1838

    
1839
and load the initial server flavors:
1840

    
1841
.. code-block:: console
1842

    
1843
   $ snf-manage loaddata flavors
1844

    
1845
If everything returns successfully, our database is ready.
1846

    
1847
Add the Ganeti backend
1848
----------------------
1849

    
1850
In our installation we assume that we only have one Ganeti cluster, the one we
1851
setup earlier.  At this point you have to add this backend (Ganeti cluster) to
1852
cyclades assuming that you have setup the :ref:`Rapi User <rapi-user>`
1853
correctly.
1854

    
1855
.. code-block:: console
1856

    
1857
   $ snf-manage backend-add --clustername=ganeti.node1.example.com --user=cyclades --pass=example_rapi_passw0rd
1858

    
1859
You can see everything has been setup correctly by running:
1860

    
1861
.. code-block:: console
1862

    
1863
   $ snf-manage backend-list
1864

    
1865
Enable the new backend by running:
1866

    
1867
.. code-block::
1868

    
1869
   $ snf-manage backend-modify --drained False 1
1870

    
1871
.. warning:: Since version 0.13, the backend is set to "drained" by default.
1872
    This means that you cannot add VMs to it. The reason for this is that the
1873
    nodes should be unavailable to Synnefo until the Administrator explicitly
1874
    releases them. To change this setting, use ``snf-manage backend-modify
1875
    --drained False <backend-id>``.
1876

    
1877
If something is not set correctly, you can modify the backend with the
1878
``snf-manage backend-modify`` command. If something has gone wrong, you could
1879
modify the backend to reflect the Ganeti installation by running:
1880

    
1881
.. code-block:: console
1882

    
1883
   $ snf-manage backend-modify --clustername "ganeti.node1.example.com"
1884
                               --user=cyclades
1885
                               --pass=example_rapi_passw0rd
1886
                               1
1887

    
1888
``clustername`` denotes the Ganeti-cluster's name. We provide the corresponding
1889
domain that resolves to the master IP, than the IP itself, to ensure Cyclades
1890
can talk to Ganeti even after a Ganeti master-failover.
1891

    
1892
``user`` and ``pass`` denote the RAPI user's username and the RAPI user's
1893
password.  Once we setup the first backend to point at our Ganeti cluster, we
1894
update the Cyclades backends status by running:
1895

    
1896
.. code-block:: console
1897

    
1898
   $ snf-manage backend-update-status
1899

    
1900
Cyclades can manage multiple Ganeti backends, but for the purpose of this
1901
guide,we won't get into more detail regarding mulitple backends. If you want to
1902
learn more please see /*TODO*/.
1903

    
1904
Add a Public Network
1905
----------------------
1906

    
1907
Cyclades supports different Public Networks on different Ganeti backends.
1908
After connecting Cyclades with our Ganeti cluster, we need to setup a Public
1909
Network for this Ganeti backend (`id = 1`). The basic setup is to bridge every
1910
created NIC on a bridge. After having a bridge (e.g. br0) created in every
1911
backend node edit Synnefo setting CUSTOM_BRIDGED_BRIDGE to 'br0':
1912

    
1913
.. code-block:: console
1914

    
1915
   $ snf-manage network-create --subnet=5.6.7.0/27 \
1916
                               --gateway=5.6.7.1 \
1917
                               --subnet6=2001:648:2FFC:1322::/64 \
1918
                               --gateway6=2001:648:2FFC:1322::1 \
1919
                               --public --dhcp --flavor=CUSTOM \
1920
                               --link=br0 --mode=bridged \
1921
                               --name=public_network \
1922
                               --backend-id=1
1923

    
1924
This will create the Public Network on both Cyclades and the Ganeti backend. To
1925
make sure everything was setup correctly, also run:
1926

    
1927
.. code-block:: console
1928

    
1929
   $ snf-manage reconcile-networks
1930

    
1931
You can see all available networks by running:
1932

    
1933
.. code-block:: console
1934

    
1935
   $ snf-manage network-list
1936

    
1937
and inspect each network's state by running:
1938

    
1939
.. code-block:: console
1940

    
1941
   $ snf-manage network-inspect <net_id>
1942

    
1943
Finally, you can see the networks from the Ganeti perspective by running on the
1944
Ganeti MASTER:
1945

    
1946
.. code-block:: console
1947

    
1948
   $ gnt-network list
1949
   $ gnt-network info <network_name>
1950

    
1951
Create pools for Private Networks
1952
---------------------------------
1953

    
1954
To prevent duplicate assignment of resources to different private networks,
1955
Cyclades supports two types of pools:
1956

    
1957
 - MAC prefix Pool
1958
 - Bridge Pool
1959

    
1960
As long as those resourses have been provisioned, admin has to define two
1961
these pools in Synnefo:
1962

    
1963

    
1964
.. code-block:: console
1965

    
1966
   root@testvm1:~ # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
1967

    
1968
   root@testvm1:~ # snf-manage pool-create --type=bridge --base=prv --size=20
1969

    
1970
Also, change the Synnefo setting in :file:`20-snf-cyclades-app-api.conf`:
1971

    
1972
.. code-block:: console
1973

    
1974
   DEFAULT_MAC_FILTERED_BRIDGE = 'prv0'
1975

    
1976
Servers restart
1977
---------------
1978

    
1979
Restart gunicorn on node1:
1980

    
1981
.. code-block:: console
1982

    
1983
   # /etc/init.d/gunicorn restart
1984

    
1985
Now let's do the final connections of Cyclades with Ganeti.
1986

    
1987
``snf-dispatcher`` initialization
1988
---------------------------------
1989

    
1990
``snf-dispatcher`` dispatches all messages published to the Message Queue and
1991
manages the Cyclades database accordingly. It also initializes all exchanges. By
1992
default it is not enabled during installation of Cyclades, so let's enable it in
1993
its configuration file ``/etc/default/snf-dispatcher``:
1994

    
1995
.. code-block:: console
1996

    
1997
   SNF_DSPTCH_ENABLE=true
1998

    
1999
and start the daemon:
2000

    
2001
.. code-block:: console
2002

    
2003
   # /etc/init.d/snf-dispatcher start
2004

    
2005
You can see that everything works correctly by tailing its log file
2006
``/var/log/synnefo/dispatcher.log``.
2007

    
2008
``snf-ganeti-eventd`` on GANETI MASTER
2009
--------------------------------------
2010

    
2011
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
2012
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
2013
The daemon is already installed on the GANETI MASTER (node1 in our case).
2014
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
2015
installation, so we enable it in its configuration file
2016
``/etc/default/snf-ganeti-eventd``:
2017

    
2018
.. code-block:: console
2019

    
2020
   SNF_EVENTD_ENABLE=true
2021

    
2022
and start the daemon:
2023

    
2024
.. code-block:: console
2025

    
2026
   # /etc/init.d/snf-ganeti-eventd start
2027

    
2028
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
2029

    
2030
Apply Quota
2031
-----------
2032

    
2033
The following commands will check and fix the integrity of user quota.
2034
In a freshly installed system, these commands have no effect and can be
2035
skipped.
2036

    
2037
.. code-block:: console
2038

    
2039
   node1 # snf-manage quota --sync
2040
   node1 # snf-manage reconcile-resources-astakos --fix
2041
   node2 # snf-manage reconcile-resources-pithos --fix
2042
   node1 # snf-manage reconcile-resources-cyclades --fix
2043

    
2044
If all the above return successfully, then you have finished with the Cyclades
2045
installation and setup.
2046

    
2047
Let's test our installation now.
2048

    
2049

    
2050
Testing of Cyclades
2051
===================
2052

    
2053
Cyclades Web UI
2054
---------------
2055

    
2056
First of all we need to test that our Cyclades Web UI works correctly. Open your
2057
browser and go to the Astakos home page. Login and then click 'cyclades' on the
2058
top cloud bar. This should redirect you to:
2059

    
2060
 `http://node1.example.com/cyclades/ui/`
2061

    
2062
and the Cyclades home page should appear. If not, please go back and find what
2063
went wrong. Do not proceed if you don't see the Cyclades home page.
2064

    
2065
If the Cyclades home page appears, click on the orange button 'New machine'. The
2066
first step of the 'New machine wizard' will appear. This step shows all the
2067
available Images from which you can spawn new VMs. The list should be currently
2068
empty, as we haven't registered any Images yet. Close the wizard and browse the
2069
interface (not many things to see yet). If everything seems to work, let's
2070
register our first Image file.
2071

    
2072
Cyclades Images
2073
---------------
2074

    
2075
To test our Cyclades installation, we will use an Image stored on Pithos to
2076
spawn a new VM from the Cyclades interface. We will describe all steps, even
2077
though you may already have uploaded an Image on Pithos from a :ref:`previous
2078
<snf-image-images>` section:
2079

    
2080
 * Upload an Image file to Pithos
2081
 * Register that Image file to Cyclades
2082
 * Spawn a new VM from that Image from the Cyclades Web UI
2083

    
2084
We will use the `kamaki <http://www.synnefo.org/docs/kamaki/latest/index.html>`_
2085
command line client to do the uploading and registering of the Image.
2086

    
2087
Installation of `kamaki`
2088
~~~~~~~~~~~~~~~~~~~~~~~~
2089

    
2090
You can install `kamaki` anywhere you like, since it is a standalone client of
2091
the APIs and talks to the installation over `http`. For the purpose of this
2092
guide we will assume that we have downloaded the `Debian Squeeze Base Image
2093
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ and stored it under node1's
2094
``/srv/images`` directory. For that reason we will install `kamaki` on node1,
2095
too. We do this by running:
2096

    
2097
.. code-block:: console
2098

    
2099
   # apt-get install kamaki
2100

    
2101
Configuration of kamaki
2102
~~~~~~~~~~~~~~~~~~~~~~~
2103

    
2104
Now we need to setup kamaki, by adding the appropriate URLs and tokens of our
2105
installation. We do this by running:
2106

    
2107
.. code-block:: console
2108

    
2109
   $ kamaki config set user.url "https://node1.example.com"
2110
   $ kamaki config set compute.url "https://node1.example.com/api/v1.1"
2111
   $ kamaki config set image.url "https://node1.example.com/image"
2112
   $ kamaki config set file.url "https://node2.example.com/v1"
2113
   $ kamaki config set token USER_TOKEN
2114

    
2115
The USER_TOKEN appears on the user's `Profile` web page on the Astakos Web UI.
2116

    
2117
You can see that the new configuration options have been applied correctly,
2118
either by checking the editable file ``~/.kamakirc`` or by running:
2119

    
2120
.. code-block:: console
2121

    
2122
   $ kamaki config list
2123

    
2124
A quick test to check that kamaki is configured correctly, is to try to
2125
authenticate a user based on his/her token (in this case the user is you):
2126

    
2127
.. code-block:: console
2128

    
2129
  $ kamaki user authenticate
2130

    
2131
The above operation provides various user information, e.g. UUID (the unique
2132
user id) which might prove useful in some operations.
2133

    
2134
Upload an Image file to Pithos
2135
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2136

    
2137
Now, that we have set up `kamaki` we will upload the Image that we have
2138
downloaded and stored under ``/srv/images/``. Although we can upload the Image
2139
under the root ``Pithos`` container (as you may have done when uploading the
2140
Image from the Pithos Web UI), we will create a new container called ``images``
2141
and store the Image under that container. We do this for two reasons:
2142

    
2143
a) To demonstrate how to create containers other than the default ``Pithos``.
2144
   This can be done only with the `kamaki` client and not through the Web UI.
2145

    
2146
b) As a best organization practise, so that you won't have your Image files
2147
   tangled along with all your other Pithos files and directory structures.
2148

    
2149
We create the new ``images`` container by running:
2150

    
2151
.. code-block:: console
2152

    
2153
   $ kamaki file create images
2154

    
2155
To check if the container has been created, list all containers of your
2156
account:
2157

    
2158
.. code-block:: console
2159

    
2160
  $ kamaki file list
2161

    
2162
Then, we upload the Image file to that container:
2163

    
2164
.. code-block:: console
2165

    
2166
   $ kamaki file upload /srv/images/debian_base-6.0-7-x86_64.diskdump images
2167

    
2168
The first is the local path and the second is the remote container on Pithos.
2169
Check if the file has been uploaded, by listing the container contents:
2170

    
2171
.. code-block:: console
2172

    
2173
  $ kamaki file list images
2174

    
2175
Alternatively check if the new container and file appear on the Pithos Web UI.
2176

    
2177
Register an existing Image file to Cyclades
2178
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2179

    
2180
For the purposes of the following example, we assume that the user UUID is
2181
``u53r-un1qu3-1d``.
2182

    
2183
Once the Image file has been successfully uploaded on Pithos then we register
2184
it to Cyclades, by running:
2185

    
2186
.. code-block:: console
2187

    
2188
   $ kamaki image register "Debian Base" \
2189
                           pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump \
2190
                           --public \
2191
                           --disk-format=diskdump \
2192
                           --property OSFAMILY=linux --property ROOT_PARTITION=1 \
2193
                           --property description="Debian Squeeze Base System" \
2194
                           --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \
2195
                           --property sortorder=1 --property USERS=root --property OS=debian
2196

    
2197
This command registers the Pithos file
2198
``pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump`` as an
2199
Image in Cyclades. This Image will be public (``--public``), so all users will
2200
be able to spawn VMs from it and is of type ``diskdump``. The first two
2201
properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest
2202
properties are optional, but recommended, so that the Images appear nicely on
2203
the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The
2204
``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable
2205
inside the ``20-snf-cyclades-app-ui.conf`` configuration file.
2206

    
2207
``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed
2208
from Cyclades to Ganeti and then `snf-image` (also see
2209
:ref:`previous section <ganeti-with-pithos-images>`). All other properties are
2210
used to show information on the Cyclades UI.
2211

    
2212
Spawn a VM from the Cyclades Web UI
2213
-----------------------------------
2214

    
2215
If the registration completes successfully, then go to the Cyclades Web UI from
2216
your browser at:
2217

    
2218
 `https://node1.example.com/cyclades/ui/`
2219

    
2220
Click on the 'New Machine' button and the first step of the wizard will appear.
2221
Click on 'My Images' (right after 'System' Images) on the left pane of the
2222
wizard. Your previously registered Image "Debian Base" should appear under
2223
'Available Images'. If not, something has gone wrong with the registration. Make
2224
sure you can see your Image file on the Pithos Web UI and ``kamaki image
2225
register`` returns successfully with all options and properties as shown above.
2226

    
2227
If the Image appears on the list, select it and complete the wizard by selecting
2228
a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you
2229
write down your password, because you *WON'T* be able to retrieve it later.
2230

    
2231
If everything was setup correctly, after a few minutes your new machine will go
2232
to state 'Running' and you will be able to use it. Click 'Console' to connect
2233
through VNC out of band, or click on the machine's icon to connect directly via
2234
SSH or RDP (for windows machines).
2235

    
2236
Congratulations. You have successfully installed the whole Synnefo stack and
2237
connected all components. Go ahead in the next section to test the Network
2238
functionality from inside Cyclades and discover even more features.
2239

    
2240
General Testing
2241
===============
2242

    
2243
Notes
2244
=====
2245