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

    
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This is the Administrator's quick installation guide.
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It describes how to install the whole synnefo stack on two (2) physical nodes,
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
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have the following services running:
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    * Identity Management (Astakos)
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    * Object Storage Service (Pithos+)
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    * Compute Service (Cyclades)
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    * Image Registry Service (Plankton)
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and a single unified Web UI to manage them all.
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The Volume Storage Service (Archipelago) and the Billing Service (Aquarium) are
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not released yet.
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If you just want to install the Object Storage Service (Pithos+), follow the
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guide and just stop after the "Testing of Pithos+" section.
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Installation of Synnefo / Introduction
28
======================================
29

    
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We will install the services with the above list's order. Cyclades and Plankton
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will be installed in a single step (at the end), because at the moment they are
32
contained in the same software component. Furthermore, we will install all
33
services in the first physical node, except Pithos+ which will be installed in
34
the second, due to a conflict between the snf-pithos-app and snf-cyclades-app
35
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
38
"node1" and the second as "node2". We will also assume that their domain names
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are "node1.example.com" and "node2.example.com" and their IPs are "4.3.2.1" and
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"4.3.2.2" respectively.
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.. note:: It is import that the two machines are under the same domain name.
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    If they are not, you can do this by editting the file ``/etc/hosts``
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    on both machines, and add the following lines:
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    .. code-block:: console
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        4.3.2.1     node1.example.com
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        4.3.2.2     node2.example.com
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52
General Prerequisites
53
=====================
54

    
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These are the general synnefo prerequisites, that you need on node1 and node2
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and are related to all the services (Astakos, Pithos+, Cyclades, Plankton).
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To be able to download all synnefo components you need to add the following
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lines in your ``/etc/apt/sources.list`` file:
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| ``deb http://apt2.dev.grnet.gr stable/``
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| ``deb-src http://apt2.dev.grnet.gr stable/``
63

    
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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 -``
67

    
68
Also add the following line to enable the ``squeeze-backports`` repository,
69
which may provide more recent versions of certain packages. The repository
70
is deactivated by default and must be specified expicitly in ``apt-get``
71
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
76
data inside this directory. By 'all data', we mean files, images, and pithos
77
specific mapping data. If you plan to upload more than one basic image, this
78
directory should have at least 50GB of free space. During this guide, we will
79
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
81
mounted under ``/srv/pithos``, too.
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83
Before starting the synnefo installation, you will need basic third party
84
software to be installed and configured on the physical nodes. We will describe
85
each node's general prerequisites separately. Any additional configuration,
86
specific to a synnefo service for each node, will be described at the service's
87
section.
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Finally, it is required for Cyclades and Ganeti nodes to have synchronized
90
system clocks (e.g. by running ntpd).
91

    
92
Node1
93
-----
94

    
95
General Synnefo dependencies
96
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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    * apache (http server)
99
    * gunicorn (WSGI http server)
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    * postgresql (database)
101
    * rabbitmq (message queue)
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    * ntp (NTP daemon)
103
    * 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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109
   # apt-get install apache2 postgresql ntp
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111
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
112
the official debian backports:
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114
.. code-block:: console
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   # apt-get -t squeeze-backports install gunicorn
117

    
118
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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124
On node1, we will create our databases, so you will also need the
125
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
132
following line to ``/etc/apt/sources.list``:
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.. code-block:: console
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    deb http://www.rabbitmq.com/debian testing main
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Add RabbitMQ public key, to trusted key list:
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.. code-block:: console
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  # wget http://www.rabbitmq.com/rabbitmq-signing-key-public.asc
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  # apt-key add rabbitmq-signing-key-public.asc
144

    
145
Finally, to install the package run:
146

    
147
.. code-block:: console
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149
  # apt-get update
150
  # apt-get install rabbitmq-server
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152
Database setup
153
~~~~~~~~~~~~~~
154

    
155
On node1, we create a database called ``snf_apps``, that will host all django
156
apps related tables. We also create the user ``synnefo`` and grant him all
157
privileges on the database. We do this by running:
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159
.. code-block:: console
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161
    root@node1:~ # su - postgres
162
    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
169
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;
176

    
177
Configure the database to listen to all network interfaces. You can do this by
178
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
182

    
183
    listen_addresses = '*'
184

    
185
Furthermore, edit ``/etc/postgresql/8.4/main/pg_hba.conf`` to allow node1 and
186
node2 to connect to the database. Add the following lines under ``#IPv4 local
187
connections:`` :
188

    
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.. code-block:: console
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    host		all	all	4.3.2.1/32	md5
192
    host		all	all	4.3.2.2/32	md5
193

    
194
Make sure to substitute "4.3.2.1" and "4.3.2.2" with node1's and node2's
195
actual IPs. Now, restart the server to apply the changes:
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.. code-block:: console
198

    
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   # /etc/init.d/postgresql restart
200

    
201
Gunicorn setup
202
~~~~~~~~~~~~~~
203

    
204
Create the file ``/etc/gunicorn.d/synnefo`` containing the following:
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.. code-block:: console
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208
    CONFIG = {
209
     'mode': 'django',
210
     'environment': {
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       'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
212
     },
213
     'working_dir': '/etc/synnefo',
214
     'user': 'www-data',
215
     'group': 'www-data',
216
     'args': (
217
       '--bind=127.0.0.1:8080',
218
       '--worker-class=gevent',
219
       '--workers=8',
220
       '--log-level=debug',
221
     ),
222
    }
223

    
224
.. warning:: Do NOT start the server yet, because it won't find the
225
    ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts``
226
    instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to
227
    ``--worker-class=sync``. We will start the server after successful
228
    installation of astakos. If the server is running::
229

    
230
       # /etc/init.d/gunicorn stop
231

    
232
Apache2 setup
233
~~~~~~~~~~~~~
234

    
235
Create the file ``/etc/apache2/sites-available/synnefo`` containing the
236
following:
237

    
238
.. code-block:: console
239

    
240
    <VirtualHost *:80>
241
        ServerName node1.example.com
242

    
243
        RewriteEngine On
244
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
245
        RewriteRule ^(.*)$ - [F,L]
246
        RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
247
    </VirtualHost>
248

    
249
Create the file ``/etc/apache2/sites-available/synnefo-ssl`` containing the
250
following:
251

    
252
.. code-block:: console
253

    
254
    <IfModule mod_ssl.c>
255
    <VirtualHost _default_:443>
256
        ServerName node1.example.com
257

    
258
        Alias /static "/usr/share/synnefo/static"
259

    
260
        #  SetEnv no-gzip
261
        #  SetEnv dont-vary
262

    
263
       AllowEncodedSlashes On
264

    
265
       RequestHeader set X-Forwarded-Protocol "https"
266

    
267
    <Proxy * >
268
        Order allow,deny
269
        Allow from all
270
    </Proxy>
271

    
272
        SetEnv                proxy-sendchunked
273
        SSLProxyEngine        off
274
        ProxyErrorOverride    off
275

    
276
        ProxyPass        /static !
277
        ProxyPass        / http://localhost:8080/ retry=0
278
        ProxyPassReverse / http://localhost:8080/
279

    
280
        RewriteEngine On
281
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
282
        RewriteRule ^(.*)$ - [F,L]
283

    
284
        SSLEngine on
285
        SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
286
        SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
287
    </VirtualHost>
288
    </IfModule>
289

    
290
Now enable sites and modules by running:
291

    
292
.. code-block:: console
293

    
294
   # a2enmod ssl
295
   # a2enmod rewrite
296
   # a2dissite default
297
   # a2ensite synnefo
298
   # a2ensite synnefo-ssl
299
   # a2enmod headers
300
   # a2enmod proxy_http
301

    
302
.. warning:: Do NOT start/restart the server yet. If the server is running::
303

    
304
       # /etc/init.d/apache2 stop
305

    
306
.. _rabbitmq-setup:
307

    
308
Message Queue setup
309
~~~~~~~~~~~~~~~~~~~
310

    
311
The message queue will run on node1, so we need to create the appropriate
312
rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
313
exchanges:
314

    
315
.. code-block:: console
316

    
317
   # rabbitmqctl add_user synnefo "example_rabbitmq_passw0rd"
318
   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
319

    
320
We do not need to initialize the exchanges. This will be done automatically,
321
during the Cyclades setup.
322

    
323
Pithos+ data directory setup
324
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
325

    
326
As mentioned in the General Prerequisites section, there is a directory called
327
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
328
directory inside it:
329

    
330
.. code-block:: console
331

    
332
   # cd /srv/pithos
333
   # mkdir data
334
   # chown www-data:www-data data
335
   # chmod g+ws data
336

    
337
You are now ready with all general prerequisites concerning node1. Let's go to
338
node2.
339

    
340
Node2
341
-----
342

    
343
General Synnefo dependencies
344
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
345

    
346
    * apache (http server)
347
    * gunicorn (WSGI http server)
348
    * postgresql (database)
349
    * ntp (NTP daemon)
350
    * gevent
351

    
352
You can install the above by running:
353

    
354
.. code-block:: console
355

    
356
   # apt-get install apache2 postgresql ntp
357

    
358
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
359
the official debian backports:
360

    
361
.. code-block:: console
362

    
363
   # apt-get -t squeeze-backports install gunicorn
364

    
365
Also, make sure to install gevent >= 0.13.6. Again from the debian backports:
366

    
367
.. code-block:: console
368

    
369
   # apt-get -t squeeze-backports install python-gevent
370

    
371
Node2 will connect to the databases on node1, so you will also need the
372
python-psycopg2 package:
373

    
374
.. code-block:: console
375

    
376
   # apt-get install python-psycopg2
377

    
378
Database setup
379
~~~~~~~~~~~~~~
380

    
381
All databases have been created and setup on node1, so we do not need to take
382
any action here. From node2, we will just connect to them. When you get familiar
383
with the software you may choose to run different databases on different nodes,
384
for performance/scalability/redundancy reasons, but those kind of setups are out
385
of the purpose of this guide.
386

    
387
Gunicorn setup
388
~~~~~~~~~~~~~~
389

    
390
Create the file ``/etc/gunicorn.d/synnefo`` containing the following
391
(same contents as in node1; you can just copy/paste the file):
392

    
393
.. code-block:: console
394

    
395
    CONFIG = {
396
     'mode': 'django',
397
     'environment': {
398
      'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
399
     },
400
     'working_dir': '/etc/synnefo',
401
     'user': 'www-data',
402
     'group': 'www-data',
403
     'args': (
404
       '--bind=127.0.0.1:8080',
405
       '--worker-class=gevent',
406
       '--workers=4',
407
       '--log-level=debug',
408
       '--timeout=43200'
409
     ),
410
    }
411

    
412
.. warning:: Do NOT start the server yet, because it won't find the
413
    ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts``
414
    instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to
415
    ``--worker-class=sync``. We will start the server after successful
416
    installation of astakos. If the server is running::
417

    
418
       # /etc/init.d/gunicorn stop
419

    
420
Apache2 setup
421
~~~~~~~~~~~~~
422

    
423
Create the file ``/etc/apache2/sites-available/synnefo`` containing the
424
following:
425

    
426
.. code-block:: console
427

    
428
    <VirtualHost *:80>
429
        ServerName node2.example.com
430

    
431
        RewriteEngine On
432
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
433
        RewriteRule ^(.*)$ - [F,L]
434
        RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
435
    </VirtualHost>
436

    
437
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
438
containing the following:
439

    
440
.. code-block:: console
441

    
442
    <IfModule mod_ssl.c>
443
    <VirtualHost _default_:443>
444
        ServerName node2.example.com
445

    
446
        Alias /static "/usr/share/synnefo/static"
447

    
448
        SetEnv no-gzip
449
        SetEnv dont-vary
450
        AllowEncodedSlashes On
451

    
452
        RequestHeader set X-Forwarded-Protocol "https"
453

    
454
        <Proxy * >
455
            Order allow,deny
456
            Allow from all
457
        </Proxy>
458

    
459
        SetEnv                proxy-sendchunked
460
        SSLProxyEngine        off
461
        ProxyErrorOverride    off
462

    
463
        ProxyPass        /static !
464
        ProxyPass        / http://localhost:8080/ retry=0
465
        ProxyPassReverse / http://localhost:8080/
466

    
467
        SSLEngine on
468
        SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
469
        SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
470
    </VirtualHost>
471
    </IfModule>
472

    
473
As in node1, enable sites and modules by running:
474

    
475
.. code-block:: console
476

    
477
   # a2enmod ssl
478
   # a2enmod rewrite
479
   # a2dissite default
480
   # a2ensite synnefo
481
   # a2ensite synnefo-ssl
482
   # a2enmod headers
483
   # a2enmod proxy_http
484

    
485
.. warning:: Do NOT start/restart the server yet. If the server is running::
486

    
487
       # /etc/init.d/apache2 stop
488

    
489
We are now ready with all general prerequisites for node2. Now that we have
490
finished with all general prerequisites for both nodes, we can start installing
491
the services. First, let's install Astakos on node1.
492

    
493

    
494
Installation of Astakos on node1
495
================================
496

    
497
To install astakos, grab the package from our repository (make sure  you made
498
the additions needed in your ``/etc/apt/sources.list`` file, as described
499
previously), by running:
500

    
501
.. code-block:: console
502

    
503
   # apt-get install snf-astakos-app snf-quotaholder-app snf-pithos-backend
504

    
505
After successful installation of snf-astakos-app, make sure that also
506
snf-webproject has been installed (marked as "Recommended" package). By default
507
Debian installs "Recommended" packages, but if you have changed your
508
configuration and the package didn't install automatically, you should
509
explicitly install it manually running:
510

    
511
.. code-block:: console
512

    
513
   # apt-get install snf-webproject
514

    
515
The reason snf-webproject is "Recommended" and not a hard dependency, is to give
516
the experienced administrator the ability to install Synnefo in a custom made
517
`Django <https://www.djangoproject.com/>`_ project. This corner case
518
concerns only very advanced users that know what they are doing and want to
519
experiment with synnefo.
520

    
521

    
522
.. _conf-astakos:
523

    
524
Configuration of Astakos
525
========================
526

    
527
Conf Files
528
----------
529

    
530
After astakos is successfully installed, you will find the directory
531
``/etc/synnefo`` and some configuration files inside it. The files contain
532
commented configuration options, which are the default options. While installing
533
new snf-* components, new configuration files will appear inside the directory.
534
In this guide (and for all services), we will edit only the minimum necessary
535
configuration options, to reflect our setup. Everything else will remain as is.
536

    
537
After getting familiar with synnefo, you will be able to customize the software
538
as you wish and fits your needs. Many options are available, to empower the
539
administrator with extensively customizable setups.
540

    
541
For the snf-webproject component (installed as an astakos dependency), we
542
need the following:
543

    
544
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
545
uncomment and edit the ``DATABASES`` block to reflect our database:
546

    
547
.. code-block:: console
548

    
549
    DATABASES = {
550
     'default': {
551
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
552
         'ENGINE': 'postgresql_psycopg2',
553
         # ATTENTION: This *must* be the absolute path if using sqlite3.
554
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
555
         'NAME': 'snf_apps',
556
         'USER': 'synnefo',                      # Not used with sqlite3.
557
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
558
         # Set to empty string for localhost. Not used with sqlite3.
559
         'HOST': '4.3.2.1',
560
         # Set to empty string for default. Not used with sqlite3.
561
         'PORT': '5432',
562
     }
563
    }
564

    
565
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
566
``SECRET_KEY``. This is a Django specific setting which is used to provide a
567
seed in secret-key hashing algorithms. Set this to a random string of your
568
choise and keep it private:
569

    
570
.. code-block:: console
571

    
572
    SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
573

    
574
For astakos specific configuration, edit the following options in
575
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
576

    
577
.. code-block:: console
578

    
579
    ASTAKOS_DEFAULT_ADMIN_EMAIL = None
580

    
581
    ASTAKOS_COOKIE_DOMAIN = '.example.com'
582

    
583
    ASTAKOS_BASEURL = 'https://node1.example.com'
584

    
585
The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our domain (for all
586
services). ``ASTAKOS_BASEURL`` is the astakos home page.
587

    
588
``ASTAKOS_DEFAULT_ADMIN_EMAIL`` refers to the administrator's email.
589
Every time a new account is created a notification is sent to this email.
590
For this we need access to a running mail server, so we have disabled
591
it for now by setting its value to None. For more informations on this,
592
read the relative :ref:`section <mail-server>`.
593

    
594
.. note:: For the purpose of this guide, we don't enable recaptcha authentication.
595
    If you would like to enable it, you have to edit the following options:
596

    
597
    .. code-block:: console
598

    
599
        ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
600
        ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
601
        ASTAKOS_RECAPTCHA_USE_SSL = True
602
        ASTAKOS_RECAPTCHA_ENABLED = True
603

    
604
    For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
605
    go to https://www.google.com/recaptcha/admin/create and create your own pair.
606

    
607
Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` :
608

    
609
.. code-block:: console
610

    
611
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
612

    
613
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
614

    
615
    CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
616

    
617
Those settings have to do with the black cloudbar endpoints and will be
618
described in more detail later on in this guide. For now, just edit the domain
619
to point at node1 which is where we have installed Astakos.
620

    
621
If you are an advanced user and want to use the Shibboleth Authentication
622
method, read the relative :ref:`section <shibboleth-auth>`.
623

    
624
.. note:: Because Cyclades and Astakos are running on the same machine
625
    in our example, we have to deactivate the CSRF verification. We can do so
626
    by adding to
627
    ``/etc/synnefo/99-local.conf``:
628

    
629
    .. code-block:: console
630

    
631
        MIDDLEWARE_CLASSES.remove('django.middleware.csrf.CsrfViewMiddleware')
632
        TEMPLATE_CONTEXT_PROCESSORS.remove('django.core.context_processors.csrf')
633

    
634
Enable Pooling
635
--------------
636

    
637
This section can be bypassed, but we strongly recommend you apply the following,
638
since they result in a significant performance boost.
639

    
640
Synnefo includes a pooling DBAPI driver for PostgreSQL, as a thin wrapper
641
around Psycopg2. This allows independent Django requests to reuse pooled DB
642
connections, with significant performance gains.
643

    
644
To use, first monkey-patch psycopg2. For Django, run this before the
645
``DATABASES`` setting in ``/etc/synnefo/10-snf-webproject-database.conf``:
646

    
647
.. code-block:: console
648

    
649
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
650
    monkey_patch_psycopg2()
651

    
652
Since we are running with greenlets, we should modify psycopg2 behavior, so it
653
works properly in a greenlet context:
654

    
655
.. code-block:: console
656

    
657
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
658
    make_psycopg_green()
659

    
660
Use the Psycopg2 driver as usual. For Django, this means using
661
``django.db.backends.postgresql_psycopg2`` without any modifications. To enable
662
connection pooling, pass a nonzero ``synnefo_poolsize`` option to the DBAPI
663
driver, through ``DATABASES.OPTIONS`` in Django.
664

    
665
All the above will result in an ``/etc/synnefo/10-snf-webproject-database.conf``
666
file that looks like this:
667

    
668
.. code-block:: console
669

    
670
    # Monkey-patch psycopg2
671
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
672
    monkey_patch_psycopg2()
673

    
674
    # If running with greenlets
675
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
676
    make_psycopg_green()
677

    
678
    DATABASES = {
679
     'default': {
680
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
681
         'ENGINE': 'postgresql_psycopg2',
682
         'OPTIONS': {'synnefo_poolsize': 8},
683

    
684
         # ATTENTION: This *must* be the absolute path if using sqlite3.
685
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
686
         'NAME': 'snf_apps',
687
         'USER': 'synnefo',                      # Not used with sqlite3.
688
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
689
         # Set to empty string for localhost. Not used with sqlite3.
690
         'HOST': '4.3.2.1',
691
         # Set to empty string for default. Not used with sqlite3.
692
         'PORT': '5432',
693
     }
694
    }
695

    
696
Database Initialization
697
-----------------------
698

    
699
After configuration is done, we initialize the database by running:
700

    
701
.. code-block:: console
702

    
703
    # snf-manage syncdb
704

    
705
At this example we don't need to create a django superuser, so we select
706
``[no]`` to the question. After a successful sync, we run the migration needed
707
for astakos:
708

    
709
.. code-block:: console
710

    
711
    # snf-manage migrate im
712

    
713
Then, we load the pre-defined user groups
714

    
715
.. code-block:: console
716

    
717
    # snf-manage loaddata groups
718

    
719
.. _services-reg:
720

    
721
Services Registration
722
---------------------
723

    
724
When the database is ready, we configure the elements of the Astakos cloudbar,
725
to point to our future services:
726

    
727
.. code-block:: console
728

    
729
    # snf-manage service-add "~okeanos home" https://node1.example.com/im/ home-icon.png
730
    # snf-manage service-add "cyclades" https://node1.example.com/ui/
731
    # snf-manage service-add "pithos+" https://node2.example.com/ui/
732

    
733
Servers Initialization
734
----------------------
735

    
736
Finally, we initialize the servers on node1:
737

    
738
.. code-block:: console
739

    
740
    root@node1:~ # /etc/init.d/gunicorn restart
741
    root@node1:~ # /etc/init.d/apache2 restart
742

    
743
We have now finished the Astakos setup. Let's test it now.
744

    
745

    
746
Testing of Astakos
747
==================
748

    
749
Open your favorite browser and go to:
750

    
751
``http://node1.example.com/im``
752

    
753
If this redirects you to ``https://node1.example.com/im/`` and you can see
754
the "welcome" door of Astakos, then you have successfully setup Astakos.
755

    
756
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
757
and fill all your data at the sign up form. Then click "SUBMIT". You should now
758
see a green box on the top, which informs you that you made a successful request
759
and the request has been sent to the administrators. So far so good, let's
760
assume that you created the user with username ``user@example.com``.
761

    
762
Now we need to activate that user. Return to a command prompt at node1 and run:
763

    
764
.. code-block:: console
765

    
766
    root@node1:~ # snf-manage user-list
767

    
768
This command should show you a list with only one user; the one we just created.
769
This user should have an id with a value of ``1``. It should also have an
770
"active" status with the value of ``0`` (inactive). Now run:
771

    
772
.. code-block:: console
773

    
774
    root@node1:~ # snf-manage user-update --set-active 1
775

    
776
This modifies the active value to ``1``, and actually activates the user.
777
When running in production, the activation is done automatically with different
778
types of moderation, that Astakos supports. You can see the moderation methods
779
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
780
documentation. In production, you can also manually activate a user, by sending
781
him/her an activation email. See how to do this at the :ref:`User
782
activation <user_activation>` section.
783

    
784
Now let's go back to the homepage. Open ``http://node1.example.com/im/`` with
785
your browser again. Try to sign in using your new credentials. If the astakos
786
menu appears and you can see your profile, then you have successfully setup
787
Astakos.
788

    
789
Let's continue to install Pithos+ now.
790

    
791

    
792
Installation of Pithos+ on node2
793
================================
794

    
795
To install pithos+, grab the packages from our repository (make sure  you made
796
the additions needed in your ``/etc/apt/sources.list`` file, as described
797
previously), by running:
798

    
799
.. code-block:: console
800

    
801
   # apt-get install snf-pithos-app snf-pithos-backend
802

    
803
After successful installation of snf-pithos-app, make sure that also
804
snf-webproject has been installed (marked as "Recommended" package). Refer to
805
the "Installation of Astakos on node1" section, if you don't remember why this
806
should happen. Now, install the pithos web interface:
807

    
808
.. code-block:: console
809

    
810
   # apt-get install snf-pithos-webclient
811

    
812
This package provides the standalone pithos web client. The web client is the
813
web UI for pithos+ and will be accessible by clicking "pithos+" on the Astakos
814
interface's cloudbar, at the top of the Astakos homepage.
815

    
816

    
817
.. _conf-pithos:
818

    
819
Configuration of Pithos+
820
========================
821

    
822
Conf Files
823
----------
824

    
825
After pithos+ is successfully installed, you will find the directory
826
``/etc/synnefo`` and some configuration files inside it, as you did in node1
827
after installation of astakos. Here, you will not have to change anything that
828
has to do with snf-common or snf-webproject. Everything is set at node1. You
829
only need to change settings that have to do with pithos+. Specifically:
830

    
831
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
832
this options:
833

    
834
.. code-block:: console
835

    
836
   ASTAKOS_URL = 'https://node1.example.com/'
837

    
838
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
839
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
840

    
841

    
842
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w=='
843

    
844
   # Set to False if astakos & pithos are on the same host
845
   #PITHOS_PROXY_USER_SERVICES = True
846

    
847

    
848
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the pithos+ app where to
849
find the pithos+ backend database. Above we tell pithos+ that its database is
850
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
851
``example_passw0rd``.  All those settings where setup during node1's "Database
852
setup" section.
853

    
854
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the pithos+ app where to find
855
the pithos+ backend data. Above we tell pithos+ to store its data under
856
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
857
directory at node1's "Pithos+ data directory setup" section.
858

    
859
The ``ASTAKOS_URL`` option tells to the pithos+ app in which URI
860
is available the astakos authentication api.
861

    
862
The ``PITHOS_SERVICE_TOKEN`` should be the Pithos+ token returned by running on
863
the Astakos node (node1 in our case):
864

    
865
.. code-block:: console
866

    
867
   # snf-manage service-list
868

    
869
The token has been generated automatically during the :ref:`Pithos+ service
870
registration <services-reg>`.
871

    
872
Then we need to setup the web UI and connect it to astakos. To do so, edit
873
``/etc/synnefo/20-snf-pithos-webclient-settings.conf``:
874

    
875
.. code-block:: console
876

    
877
    PITHOS_UI_LOGIN_URL = "https://node1.example.com/im/login?next="
878
    PITHOS_UI_FEEDBACK_URL = "https://node2.example.com/feedback"
879

    
880
The ``PITHOS_UI_LOGIN_URL`` option tells the client where to redirect you, if
881
you are not logged in. The ``PITHOS_UI_FEEDBACK_URL`` option points at the
882
pithos+ feedback form. Astakos already provides a generic feedback form for all
883
services, so we use this one.
884

    
885
The ``PITHOS_UPDATE_MD5`` option by default disables the computation of the
886
object checksums. This results to improved performance during object uploading.
887
However, if compatibility with the OpenStack Object Storage API is important
888
then it should be changed to ``True``.
889

    
890
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
891
pithos+ web UI with the astakos web UI (through the top cloudbar):
892

    
893
.. code-block:: console
894

    
895
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
896
    PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE = '3'
897
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
898
    CLOUDBAR_MENU_URL = 'https://node1.example.com/im/get_menu'
899

    
900
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
901
cloudbar.
902

    
903
The ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` points to an already registered
904
Astakos service. You can see all :ref:`registered services <services-reg>` by
905
running on the Astakos node (node1):
906

    
907
.. code-block:: console
908

    
909
   # snf-manage service-list
910

    
911
The value of ``PITHOS_UI_CLOUDBAR_ACTIVE_SERVICE`` should be the pithos
912
service's ``id`` as shown by the above command, in our case ``3``.
913

    
914
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
915
pithos+ web client to get from astakos all the information needed to fill its
916
own cloudbar. So we put our astakos deployment urls there.
917

    
918
Pooling and Greenlets
919
---------------------
920

    
921
Pithos is pooling-ready without the need of further configuration, because it
922
doesn't use a Django DB. It pools HTTP connections to Astakos and pithos
923
backend objects for access to the Pithos DB.
924

    
925
However, as in Astakos, since we are running with Greenlets, it is also
926
recommended to modify psycopg2 behavior so it works properly in a greenlet
927
context. This means adding the following lines at the top of your
928
``/etc/synnefo/10-snf-webproject-database.conf`` file:
929

    
930
.. code-block:: console
931

    
932
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
933
    make_psycopg_green()
934

    
935
Furthermore, add the ``--worker-class=gevent`` (or ``--worker-class=sync`` as
936
mentioned above, depending on your setup) argument on your
937
``/etc/gunicorn.d/synnefo`` configuration file. The file should look something
938
like this:
939

    
940
.. code-block:: console
941

    
942
    CONFIG = {
943
     'mode': 'django',
944
     'environment': {
945
       'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
946
     },
947
     'working_dir': '/etc/synnefo',
948
     'user': 'www-data',
949
     'group': 'www-data',
950
     'args': (
951
       '--bind=127.0.0.1:8080',
952
       '--workers=4',
953
       '--worker-class=gevent',
954
       '--log-level=debug',
955
       '--timeout=43200'
956
     ),
957
    }
958

    
959
Stamp Database Revision
960
-----------------------
961

    
962
Pithos uses the alembic_ database migrations tool.
963

    
964
.. _alembic: http://alembic.readthedocs.org
965

    
966
After a sucessful installation, we should stamp it at the most recent
967
revision, so that future migrations know where to start upgrading in
968
the migration history.
969

    
970
First, find the most recent revision in the migration history:
971

    
972
.. code-block:: console
973

    
974
    root@node2:~ # pithos-migrate history
975
    2a309a9a3438 -> 27381099d477 (head), alter public add column url
976
    165ba3fbfe53 -> 2a309a9a3438, fix statistics negative population
977
    3dd56e750a3 -> 165ba3fbfe53, update account in paths
978
    230f8ce9c90f -> 3dd56e750a3, Fix latest_version
979
    8320b1c62d9 -> 230f8ce9c90f, alter nodes add column latest version
980
    None -> 8320b1c62d9, create index nodes.parent
981

    
982
Finally, we stamp it with the one found in the previous step:
983

    
984
.. code-block:: console
985

    
986
    root@node2:~ # pithos-migrate stamp 27381099d477
987

    
988
Servers Initialization
989
----------------------
990

    
991
After configuration is done, we initialize the servers on node2:
992

    
993
.. code-block:: console
994

    
995
    root@node2:~ # /etc/init.d/gunicorn restart
996
    root@node2:~ # /etc/init.d/apache2 restart
997

    
998
You have now finished the Pithos+ setup. Let's test it now.
999

    
1000

    
1001
Testing of Pithos+
1002
==================
1003

    
1004
Open your browser and go to the Astakos homepage:
1005

    
1006
``http://node1.example.com/im``
1007

    
1008
Login, and you will see your profile page. Now, click the "pithos+" link on the
1009
top black cloudbar. If everything was setup correctly, this will redirect you
1010
to:
1011

    
1012

    
1013
and you will see the blue interface of the Pithos+ application.  Click the
1014
orange "Upload" button and upload your first file. If the file gets uploaded
1015
successfully, then this is your first sign of a successful Pithos+ installation.
1016
Go ahead and experiment with the interface to make sure everything works
1017
correctly.
1018

    
1019
You can also use the Pithos+ clients to sync data from your Windows PC or MAC.
1020

    
1021
If you don't stumble on any problems, then you have successfully installed
1022
Pithos+, which you can use as a standalone File Storage Service.
1023

    
1024
If you would like to do more, such as:
1025

    
1026
    * Spawning VMs
1027
    * Spawning VMs from Images stored on Pithos+
1028
    * Uploading your custom Images to Pithos+
1029
    * Spawning VMs from those custom Images
1030
    * Registering existing Pithos+ files as Images
1031
    * Connect VMs to the Internet
1032
    * Create Private Networks
1033
    * Add VMs to Private Networks
1034

    
1035
please continue with the rest of the guide.
1036

    
1037

    
1038
Cyclades (and Plankton) Prerequisites
1039
=====================================
1040

    
1041
Before proceeding with the Cyclades (and Plankton) installation, make sure you
1042
have successfully set up Astakos and Pithos+ first, because Cyclades depends
1043
on them. If you don't have a working Astakos and Pithos+ installation yet,
1044
please return to the :ref:`top <quick-install-admin-guide>` of this guide.
1045

    
1046
Besides Astakos and Pithos+, you will also need a number of additional working
1047
prerequisites, before you start the Cyclades installation.
1048

    
1049
Ganeti
1050
------
1051

    
1052
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
1053
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
1054
Please refer to the
1055
`ganeti documentation <http://docs.ganeti.org/ganeti/2.5/html>`_ for all the
1056
gory details. A successful Ganeti installation concludes with a working
1057
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
1058
<GANETI_NODES>`.
1059

    
1060
The above Ganeti cluster can run on different physical machines than node1 and
1061
node2 and can scale independently, according to your needs.
1062

    
1063
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
1064
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
1065
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
1066

    
1067
We highly recommend that you read the official Ganeti documentation, if you are
1068
not familiar with Ganeti.
1069

    
1070
Unfortunatelly, the current stable version of the stock Ganeti (v2.6.2) doesn't
1071
support IP pool management. This feature will be available in Ganeti >= 2.7.
1072
Synnefo depends on the IP pool functionality of Ganeti, so you have to use
1073
GRNET provided packages until stable 2.7 is out. To do so:
1074

    
1075
.. code-block:: console
1076

    
1077
   # apt-get install snf-ganeti ganeti-htools
1078
   # rmmod -f drbd && modprobe drbd minor_count=255 usermode_helper=/bin/true
1079

    
1080
You should have:
1081

    
1082
Ganeti >= 2.6.2+ippool11+hotplug5+extstorage3+rdbfix1+kvmfix2-1
1083

    
1084
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
1085
both nodes, choose a domain name that resolves to a valid floating IP (let's
1086
say it's ``ganeti.node1.example.com``). Make sure node1 and node2 have same
1087
dsa/rsa keys and authorised_keys for password-less root ssh between each other.
1088
If not then skip passing --no-ssh-init but be aware that it will replace
1089
/root/.ssh/* related files and you might lose access to master node. Also,
1090
make sure there is an lvm volume group named ``ganeti`` that will host your
1091
VMs' disks. Finally, setup a bridge interface on the host machines (e.g: br0).
1092
Then run on node1:
1093

    
1094
.. code-block:: console
1095

    
1096
    root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init \
1097
                    --no-etc-hosts --vg-name=ganeti --nic-parameters link=br0 \
1098
                    --master-netdev eth0 ganeti.node1.example.com
1099
    root@node1:~ # gnt-cluster modify --default-iallocator hail
1100
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
1101
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
1102

    
1103
    root@node1:~ # gnt-node add --no-ssh-key-check --master-capable=yes \
1104
                    --vm-capable=yes node2.example.com
1105
    root@node1:~ # gnt-cluster modify --disk-parameters=drbd:metavg=ganeti
1106
    root@node1:~ # gnt-group modify --disk-parameters=drbd:metavg=ganeti default
1107

    
1108
For any problems you may stumble upon installing Ganeti, please refer to the
1109
`official documentation <http://docs.ganeti.org/ganeti/2.5/html>`_. Installation
1110
of Ganeti is out of the scope of this guide.
1111

    
1112
.. _cyclades-install-snfimage:
1113

    
1114
snf-image
1115
---------
1116

    
1117
Installation
1118
~~~~~~~~~~~~
1119
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
1120
you need the :ref:`snf-image <snf-image>` OS Definition installed on *all*
1121
VM-capable Ganeti nodes. This means we need :ref:`snf-image <snf-image>` on
1122
node1 and node2. You can do this by running on *both* nodes:
1123

    
1124
.. code-block:: console
1125

    
1126
   # apt-get install snf-image snf-pithos-backend python-psycopg2
1127

    
1128
snf-image also needs the `snf-pithos-backend <snf-pithos-backend>`, to be able
1129
to handle image files stored on Pithos+. It also needs `python-psycopg2` to be
1130
able to access the Pithos+ database. This is why, we also install them on *all*
1131
VM-capable Ganeti nodes.
1132

    
1133
.. warning:: snf-image uses ``curl`` for handling URLs. This means that it will
1134
    not  work out of the box if you try to use URLs served by servers which do
1135
    not have a valid certificate. To circumvent this you should edit the file
1136
    ``/etc/default/snf-image``. Change ``#CURL="curl"`` to ``CURL="curl -k"``.
1137

    
1138
After `snf-image` has been installed successfully, create the helper VM by
1139
running on *both* nodes:
1140

    
1141
.. code-block:: console
1142

    
1143
   # snf-image-update-helper
1144

    
1145
This will create all the needed files under ``/var/lib/snf-image/helper/`` for
1146
snf-image to run successfully, and it may take a few minutes depending on your
1147
Internet connection.
1148

    
1149
Configuration
1150
~~~~~~~~~~~~~
1151
snf-image supports native access to Images stored on Pithos+. This means that
1152
it can talk directly to the Pithos+ backend, without the need of providing a
1153
public URL. More details, are described in the next section. For now, the only
1154
thing we need to do, is configure snf-image to access our Pithos+ backend.
1155

    
1156
To do this, we need to set the corresponding variables in
1157
``/etc/default/snf-image``, to reflect our Pithos+ setup:
1158

    
1159
.. code-block:: console
1160

    
1161
    PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
1162

    
1163
    PITHOS_DATA="/srv/pithos/data"
1164

    
1165
If you have installed your Ganeti cluster on different nodes than node1 and
1166
node2 make sure that ``/srv/pithos/data`` is visible by all of them.
1167

    
1168
If you would like to use Images that are also/only stored locally, you need to
1169
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
1170
Pithos+.
1171

    
1172
Testing
1173
~~~~~~~
1174
You can test that snf-image is successfully installed by running on the
1175
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
1176

    
1177
.. code-block:: console
1178

    
1179
   # gnt-os diagnose
1180

    
1181
This should return ``valid`` for snf-image.
1182

    
1183
If you are interested to learn more about snf-image's internals (and even use
1184
it alongside Ganeti without Synnefo), please see
1185
`here <https://code.grnet.gr/projects/snf-image/wiki>`_ for information
1186
concerning installation instructions, documentation on the design and
1187
implementation, and supported Image formats.
1188

    
1189
.. _snf-image-images:
1190

    
1191
Actual Images for snf-image
1192
---------------------------
1193

    
1194
Now that snf-image is installed successfully we need to provide it with some
1195
Images. :ref:`snf-image <snf-image>` supports Images stored in ``extdump``,
1196
``ntfsdump`` or ``diskdump`` format. We recommend the use of the ``diskdump``
1197
format. For more information about snf-image Image formats see `here
1198
<https://code.grnet.gr/projects/snf-image/wiki/Image_Format>`_.
1199

    
1200
:ref:`snf-image <snf-image>` also supports three (3) different locations for the
1201
above Images to be stored:
1202

    
1203
    * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR``
1204
      in :file:`/etc/default/snf-image`)
1205
    * On a remote host (accessible via public URL e.g: http://... or ftp://...)
1206
    * On Pithos+ (accessible natively, not only by its public URL)
1207

    
1208
For the purpose of this guide, we will use the Debian Squeeze Base Image found
1209
on the official `snf-image page
1210
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_. The image is
1211
of type ``diskdump``. We will store it in our new Pithos+ installation.
1212

    
1213
To do so, do the following:
1214

    
1215
a) Download the Image from the official snf-image page.
1216

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

    
1221
Once the Image is uploaded successfully, download the Image's metadata file
1222
from the official snf-image page. You will need it, for spawning a VM from
1223
Ganeti, in the next section.
1224

    
1225
Of course, you can repeat the procedure to upload more Images, available from
1226
the `official snf-image page
1227
<https://code.grnet.gr/projects/snf-image/wiki#Sample-Images>`_.
1228

    
1229
.. _ganeti-with-pithos-images:
1230

    
1231
Spawning a VM from a Pithos+ Image, using Ganeti
1232
------------------------------------------------
1233

    
1234
Now, it is time to test our installation so far. So, we have Astakos and
1235
Pithos+ installed, we have a working Ganeti installation, the snf-image
1236
definition installed on all VM-capable nodes and a Debian Squeeze Image on
1237
Pithos+. Make sure you also have the `metadata file
1238
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
1239

    
1240
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
1241

    
1242
.. code-block:: console
1243

    
1244
   # gnt-instance add -o snf-image+default --os-parameters \
1245
                      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"}' \
1246
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1247
                      testvm1
1248

    
1249
In the above command:
1250

    
1251
 * ``img_passwd``: the arbitrary root password of your new instance
1252
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1253
 * ``img_id``: If you want to deploy an Image stored on Pithos+ (our case), this
1254
               should have the format ``pithos://<UUID>/<container>/<filename>``:
1255
               * ``username``: ``user@example.com`` (defined during Astakos sign up)
1256
               * ``container``: ``pithos`` (default, if the Web UI was used)
1257
               * ``filename``: the name of file (visible also from the Web UI)
1258
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1259
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1260
                       <https://code.grnet.gr/projects/snf-image/wiki/Image_Format#Image-Properties>`_
1261

    
1262
If the ``gnt-instance add`` command returns successfully, then run:
1263

    
1264
.. code-block:: console
1265

    
1266
   # gnt-instance info testvm1 | grep "console connection"
1267

    
1268
to find out where to connect using VNC. If you can connect successfully and can
1269
login to your new instance using the root password ``my_vm_example_passw0rd``,
1270
then everything works as expected and you have your new Debian Base VM up and
1271
running.
1272

    
1273
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1274
to access the Pithos+ database and the Pithos+ backend data (newer versions
1275
require UUID instead of a username). Another issue you may encounter is that in
1276
relatively slow setups, you may need to raise the default HELPER_*_TIMEOUTS in
1277
/etc/default/snf-image. Also, make sure you gave the correct ``img_id`` and
1278
``img_properties``. If ``gnt-instance add`` succeeds but you cannot connect,
1279
again find out what went wrong. Do *NOT* proceed to the next steps unless you
1280
are sure everything works till this point.
1281

    
1282
If everything works, you have successfully connected Ganeti with Pithos+. Let's
1283
move on to networking now.
1284

    
1285
.. warning::
1286

    
1287
    You can bypass the networking sections and go straight to
1288
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1289
    the Cyclades Network Service, but only the Cyclades Compute Service
1290
    (recommended for now).
1291

    
1292
Networking Setup Overview
1293
-------------------------
1294

    
1295
This part is deployment-specific and must be customized based on the specific
1296
needs of the system administrator. However, to do so, the administrator needs
1297
to understand how each level handles Virtual Networks, to be able to setup the
1298
backend appropriately, before installing Cyclades. To do so, please read the
1299
:ref:`Network <networks>` section before proceeding.
1300

    
1301
Since synnefo 0.11 all network actions are managed with the snf-manage
1302
network-* commands. This needs the underlying setup (Ganeti, nfdhcpd,
1303
snf-network, bridges, vlans) to be already configured correctly. The only
1304
actions needed in this point are:
1305

    
1306
a) Have Ganeti with IP pool management support installed.
1307

    
1308
b) Install :ref:`snf-network <snf-network>`, which provides a synnefo specific kvm-ifup script, etc.
1309

    
1310
c) Install :ref:`nfdhcpd <nfdhcpd>`, which serves DHCP requests of the VMs.
1311

    
1312
In order to test that everything is setup correctly before installing Cyclades,
1313
we will make some testing actions in this section, and the actual setup will be
1314
done afterwards with snf-manage commands.
1315

    
1316
.. _snf-network:
1317

    
1318
snf-network
1319
~~~~~~~~~~~
1320

    
1321
snf-network includes `kvm-vif-bridge` script that is invoked every time
1322
a tap (a VM's NIC) is created. Based on environment variables passed by
1323
Ganeti it issues various commands depending on the network type the NIC is
1324
connected to and sets up a corresponding dhcp lease.
1325

    
1326
Install snf-network on all Ganeti nodes:
1327

    
1328
.. code-block:: console
1329

    
1330
   # apt-get install snf-network
1331

    
1332
Then, in :file:`/etc/default/snf-network` set:
1333

    
1334
.. code-block:: console
1335

    
1336
   MAC_MASK=ff:ff:f0:00:00:00
1337

    
1338
.. _nfdhcpd:
1339

    
1340
nfdhcpd
1341
~~~~~~~
1342

    
1343
Each NIC's IP is chosen by Ganeti (with IP pool management support).
1344
`kvm-vif-bridge` script sets up dhcp leases and when the VM boots and
1345
makes a dhcp request, iptables will mangle the packet and `nfdhcpd` will
1346
create a dhcp response.
1347

    
1348
.. code-block:: console
1349

    
1350
   # apt-get install nfqueue-bindings-python=0.3+physindev-1
1351
   # apt-get install nfdhcpd
1352

    
1353
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1354
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1355
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1356
VMs. Once you are finished, restart the server on all nodes:
1357

    
1358
.. code-block:: console
1359

    
1360
   # /etc/init.d/nfdhcpd restart
1361

    
1362
If you are using ``ferm``, then you need to run the following:
1363

    
1364
.. code-block:: console
1365

    
1366
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1367
   # /etc/init.d/ferm restart
1368

    
1369
or make sure to run after boot:
1370

    
1371
.. code-block:: console
1372

    
1373
   # iptables -t mangle -A PREROUTING -p udp -m udp --dport 67 -j NFQUEUE --queue-num 42
1374

    
1375
and if you have IPv6 enabled:
1376

    
1377
.. code-block:: console
1378

    
1379
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 133 -j NFQUEUE --queue-num 43
1380
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 135 -j NFQUEUE --queue-num 44
1381

    
1382
You can check which clients are currently served by nfdhcpd by running:
1383

    
1384
.. code-block:: console
1385

    
1386
   # kill -SIGUSR1 `cat /var/run/nfdhcpd/nfdhcpd.pid`
1387

    
1388
When you run the above, then check ``/var/log/nfdhcpd/nfdhcpd.log``.
1389

    
1390
Public Network Setup
1391
--------------------
1392

    
1393
To achieve basic networking the simplest way is to have a common bridge (e.g.
1394
``br0``, on the same collision domain with the router) where all VMs will
1395
connect to. Packets will be "forwarded" to the router and then to the Internet.
1396
If you want a more advanced setup (ip-less routing and proxy-arp plese refer to
1397
:ref:`Network <networks>` section).
1398

    
1399
Physical Host Setup
1400
~~~~~~~~~~~~~~~~~~~
1401

    
1402
Assuming ``eth0`` on both hosts is the public interface (directly connected
1403
to the router), run on every node:
1404

    
1405
.. code-block:: console
1406

    
1407
   # apt-get install vlan
1408
   # brctl addbr br0
1409
   # ip link set br0 up
1410
   # vconfig add eth0 100
1411
   # ip link set eth0.100 up
1412
   # brctl addif br0 eth0.100
1413

    
1414

    
1415
Testing a Public Network
1416
~~~~~~~~~~~~~~~~~~~~~~~~
1417

    
1418
Let's assume, that you want to assign IPs from the ``5.6.7.0/27`` range to you
1419
new VMs, with ``5.6.7.1`` as the router's gateway. In Ganeti you can add the
1420
network by running:
1421

    
1422
.. code-block:: console
1423

    
1424
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 --network-type=public --tags=nfdhcpd test-net-public
1425

    
1426
Then, connect the network to all your nodegroups. We assume that we only have
1427
one nodegroup (``default``) in our Ganeti cluster:
1428

    
1429
.. code-block:: console
1430

    
1431
   # gnt-network connect test-net-public default bridged br0
1432

    
1433
Now, it is time to test that the backend infrastracture is correctly setup for
1434
the Public Network. We will add a new VM, the same way we did it on the
1435
previous testing section. However, now will also add one NIC, configured to be
1436
managed from our previously defined network. Run on the GANETI-MASTER (node1):
1437

    
1438
.. code-block:: console
1439

    
1440
   # gnt-instance add -o snf-image+default --os-parameters \
1441
                      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"}' \
1442
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1443
                      --net 0:ip=pool,network=test-net-public \
1444
                      testvm2
1445

    
1446
If the above returns successfully, connect to the new VM and run:
1447

    
1448
.. code-block:: console
1449

    
1450
   root@testvm2:~ # ip addr
1451
   root@testvm2:~ # ip route
1452
   root@testvm2:~ # cat /etc/resolv.conf
1453

    
1454
to check IP address (5.6.7.2), IP routes (default via 5.6.7.1) and DNS config
1455
(nameserver option in nfdhcpd.conf). This shows correct configuration of
1456
ganeti, snf-network and nfdhcpd.
1457

    
1458
Now ping the outside world. If this works too, then you have also configured
1459
correctly your physical host and router.
1460

    
1461
Make sure everything works as expected, before proceeding with the Private
1462
Networks setup.
1463

    
1464
.. _private-networks-setup:
1465

    
1466
Private Networks Setup
1467
----------------------
1468

    
1469
Synnefo supports two types of private networks:
1470

    
1471
 - based on MAC filtering
1472
 - based on physical VLANs
1473

    
1474
Both types provide Layer 2 isolation to the end-user.
1475

    
1476
For the first type a common bridge (e.g. ``prv0``) is needed while for the
1477
second a range of bridges (e.g. ``prv1..prv100``) each bridged on a different
1478
physical VLAN. To this end to assure isolation among end-users' private networks
1479
each has to have different MAC prefix (for the filtering to take place) or to be
1480
"connected" to a different bridge (VLAN actually).
1481

    
1482
Physical Host Setup
1483
~~~~~~~~~~~~~~~~~~~
1484

    
1485
In order to create the necessary VLAN/bridges, one for MAC filtered private
1486
networks and various (e.g. 20) for private networks based on physical VLANs,
1487
run on every node:
1488

    
1489
Assuming ``eth0`` of both hosts are somehow (via cable/switch with VLANs
1490
configured correctly) connected together, run on every node:
1491

    
1492
.. code-block:: console
1493

    
1494
   # modprobe 8021q
1495
   # $iface=eth0
1496
   # for prv in $(seq 0 20); do
1497
        vlan=$prv
1498
        bridge=prv$prv
1499
        vconfig add $iface $vlan
1500
        ifconfig $iface.$vlan up
1501
        brctl addbr $bridge
1502
        brctl setfd $bridge 0
1503
        brctl addif $bridge $iface.$vlan
1504
        ifconfig $bridge up
1505
      done
1506

    
1507
The above will do the following :
1508

    
1509
 * provision 21 new bridges: ``prv0`` - ``prv20``
1510
 * provision 21 new vlans: ``eth0.0`` - ``eth0.20``
1511
 * add the corresponding vlan to the equivalent bridge
1512

    
1513
You can run ``brctl show`` on both nodes to see if everything was setup
1514
correctly.
1515

    
1516
Testing the Private Networks
1517
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1518

    
1519
To test the Private Networks, we will create two instances and put them in the
1520
same Private Networks (one MAC Filtered and one Physical VLAN). This means
1521
that the instances will have a second NIC connected to the ``prv0``
1522
pre-provisioned bridge and a third to ``prv1``.
1523

    
1524
We run the same command as in the Public Network testing section, but with one
1525
more argument for the second NIC:
1526

    
1527
.. code-block:: console
1528

    
1529
   # 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
1530
   # gnt-network connect test-net-prv-mac default bridged prv0
1531

    
1532
   # gnt-network add --network=10.0.0.0/24 --tags=nfdhcpd --network-type=private test-net-prv-vlan
1533
   # gnt-network connect test-net-prv-vlan default bridged prv1
1534

    
1535
   # gnt-instance add -o snf-image+default --os-parameters \
1536
                      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"}' \
1537
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1538
                      --net 0:ip=pool,network=test-net-public \
1539
                      --net 1:ip=pool,network=test-net-prv-mac \
1540
                      --net 2:ip=none,network=test-net-prv-vlan \
1541
                      testvm3
1542

    
1543
   # gnt-instance add -o snf-image+default --os-parameters \
1544
                      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"}' \
1545
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1546
                      --net 0:ip=pool,network=test-net-public \
1547
                      --net 1:ip=pool,network=test-net-prv-mac \
1548
                      --net 2:ip=none,network=test-net-prv-vlan \
1549
                      testvm4
1550

    
1551
Above, we create two instances with first NIC connected to the internet, their
1552
second NIC connected to a MAC filtered private Network and their third NIC
1553
connected to the first Physical VLAN Private Network. Now, connect to the
1554
instances using VNC and make sure everything works as expected:
1555

    
1556
 a) The instances have access to the public internet through their first eth
1557
    interface (``eth0``), which has been automatically assigned a public IP.
1558

    
1559
 b) ``eth1`` will have mac prefix ``aa:00:55``, while ``eth2`` default one (``aa:00:00``)
1560

    
1561
 c) ip link set ``eth1``/``eth2`` up
1562

    
1563
 d) dhclient ``eth1``/``eth2``
1564

    
1565
 e) On testvm3  ping 192.168.1.2/10.0.0.2
1566

    
1567
If everything works as expected, then you have finished the Network Setup at the
1568
backend for both types of Networks (Public & Private).
1569

    
1570
.. _cyclades-gtools:
1571

    
1572
Cyclades Ganeti tools
1573
---------------------
1574

    
1575
In order for Ganeti to be connected with Cyclades later on, we need the
1576
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1577
case). You can install them by running in both nodes:
1578

    
1579
.. code-block:: console
1580

    
1581
   # apt-get install snf-cyclades-gtools
1582

    
1583
This will install the following:
1584

    
1585
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1586
 * ``snf-ganeti-hook`` (all necessary hooks under ``/etc/ganeti/hooks``)
1587
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1588

    
1589
Configure ``snf-cyclades-gtools``
1590
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1591

    
1592
The package will install the ``/etc/synnefo/20-snf-cyclades-gtools-backend.conf``
1593
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1594
that need it:
1595

    
1596
.. code-block:: console
1597

    
1598
  AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1599

    
1600
The above variables should reflect your :ref:`Message Queue setup
1601
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1602

    
1603
Connect ``snf-image`` with ``snf-progress-monitor``
1604
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1605

    
1606
Finally, we need to configure ``snf-image`` to publish progress messages during
1607
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1608
set the corresponding variable to ``snf-progress-monitor``:
1609

    
1610
.. code-block:: console
1611

    
1612
   PROGRESS_MONITOR="snf-progress-monitor"
1613

    
1614
This file should be editted in all Ganeti nodes.
1615

    
1616
.. _rapi-user:
1617

    
1618
Synnefo RAPI user
1619
-----------------
1620

    
1621
As a last step before installing Cyclades, create a new RAPI user that will
1622
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1623
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1624
You can do this, by first running:
1625

    
1626
.. code-block:: console
1627

    
1628
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1629

    
1630
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1631

    
1632
.. code-block:: console
1633

    
1634
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1635

    
1636
More about Ganeti's RAPI users `here.
1637
<http://docs.ganeti.org/ganeti/2.5/html/rapi.html#introduction>`_
1638

    
1639
You have now finished with all needed Prerequisites for Cyclades (and
1640
Plankton). Let's move on to the actual Cyclades installation.
1641

    
1642

    
1643
Installation of Cyclades (and Plankton) on node1
1644
================================================
1645

    
1646
This section describes the installation of Cyclades. Cyclades is Synnefo's
1647
Compute service. Plankton (the Image Registry service) will get installed
1648
automatically along with Cyclades, because it is contained in the same Synnefo
1649
component right now.
1650

    
1651
We will install Cyclades (and Plankton) on node1. To do so, we install the
1652
corresponding package by running on node1:
1653

    
1654
.. code-block:: console
1655

    
1656
   # apt-get install snf-cyclades-app memcached python-memcache
1657

    
1658
If all packages install successfully, then Cyclades and Plankton are installed
1659
and we proceed with their configuration.
1660

    
1661
Since version 0.13, Synnefo uses the VMAPI in order to prevent sensitive data
1662
needed by 'snf-image' to be stored in Ganeti configuration (e.g. VM password).
1663
This is achieved by storing all sensitive information to a CACHE backend and
1664
exporting it via VMAPI. The cache entries are invalidated after the first
1665
request. Synnefo uses `memcached <http://memcached.org/>`_ as a
1666
`Django <https://www.djangoproject.com/>`_ cache backend.
1667

    
1668
Configuration of Cyclades (and Plankton)
1669
========================================
1670

    
1671
Conf files
1672
----------
1673

    
1674
After installing Cyclades, a number of new configuration files will appear under
1675
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will describe here
1676
only the minimal needed changes to result with a working system. In general,
1677
sane defaults have been chosen for the most of the options, to cover most of the
1678
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1679
once you get familiar with the different options.
1680

    
1681
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1682

    
1683
.. code-block:: console
1684

    
1685
   ASTAKOS_URL = 'https://node1.example.com/'
1686

    
1687
   # Set to False if astakos & cyclades are on the same host
1688
   CYCLADES_PROXY_USER_SERVICES = False
1689

    
1690
The ``ASTAKOS_URL`` denotes the authentication endpoint for Cyclades and is set
1691
to point to Astakos (this should have the same value with Pithos+'s
1692
``ASTAKOS_URL``, setup :ref:`previously <conf-pithos>`).
1693

    
1694
.. warning::
1695

    
1696
   All services must match the quotaholder token and url configured for
1697
   quotaholder.
1698

    
1699
TODO: Document the Network Options here
1700

    
1701
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1702

    
1703
.. code-block:: console
1704

    
1705
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1706
   CLOUDBAR_ACTIVE_SERVICE = '2'
1707
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/im/get_services'
1708
   CLOUDBAR_MENU_URL = 'https://account.node1.example.com/im/get_menu'
1709

    
1710
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1711
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1712
used by the Cyclades Web UI to get from Astakos all the information needed to
1713
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1714
above should have the same values we put in the corresponding variables in
1715
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1716
:ref:`Pithos configuration <conf-pithos>` section.
1717

    
1718
The ``CLOUDBAR_ACTIVE_SERVICE`` points to an already registered Astakos
1719
service. You can see all :ref:`registered services <services-reg>` by running
1720
on the Astakos node (node1):
1721

    
1722
.. code-block:: console
1723

    
1724
   # snf-manage service-list
1725

    
1726
The value of ``CLOUDBAR_ACTIVE_SERVICE`` should be the cyclades service's
1727
``id`` as shown by the above command, in our case ``2``.
1728

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

    
1731
.. code-block:: console
1732

    
1733
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1734
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1735

    
1736
In this file we configure the Plankton Service. ``BACKEND_DB_CONNECTION``
1737
denotes the Pithos+ database (where the Image files are stored). So we set that
1738
to point to our Pithos+ database. ``BACKEND_BLOCK_PATH`` denotes the actual
1739
Pithos+ data location.
1740

    
1741
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1742

    
1743
.. code-block:: console
1744

    
1745
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1746

    
1747
The above settings denote the Message Queue. Those settings should have the same
1748
values as in ``/etc/synnefo/10-snf-cyclades-gtools-backend.conf`` file, and
1749
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1750

    
1751
Edit ``/etc/synnefo/20-snf-cyclades-app-ui.conf``:
1752

    
1753
.. code-block:: console
1754

    
1755
   UI_LOGIN_URL = "https://node1.example.com/im/login"
1756
   UI_LOGOUT_URL = "https://node1.example.com/im/logout"
1757

    
1758
The ``UI_LOGIN_URL`` option tells the Cyclades Web UI where to redirect users,
1759
if they are not logged in. We point that to Astakos.
1760

    
1761
The ``UI_LOGOUT_URL`` option tells the Cyclades Web UI where to redirect the
1762
user when he/she logs out. We point that to Astakos, too.
1763

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

    
1766
.. code-block:: console
1767

    
1768
   VMAPI_CACHE_BACKEND = "memcached://127.0.0.1:11211/?timeout=3600"
1769
   VMAPI_BASE_URL = "https://node1.example.com"
1770

    
1771
Edit ``/etc/default/vncauthproxy``:
1772

    
1773
.. code-block:: console
1774

    
1775
   CHUID="nobody:www-data"
1776

    
1777
We have now finished with the basic Cyclades and Plankton configuration.
1778

    
1779
Database Initialization
1780
-----------------------
1781

    
1782
Once Cyclades is configured, we sync the database:
1783

    
1784
.. code-block:: console
1785

    
1786
   $ snf-manage syncdb
1787
   $ snf-manage migrate
1788

    
1789
and load the initial server flavors:
1790

    
1791
.. code-block:: console
1792

    
1793
   $ snf-manage loaddata flavors
1794

    
1795
If everything returns successfully, our database is ready.
1796

    
1797
Add the Ganeti backend
1798
----------------------
1799

    
1800
In our installation we assume that we only have one Ganeti cluster, the one we
1801
setup earlier.  At this point you have to add this backend (Ganeti cluster) to
1802
cyclades assuming that you have setup the :ref:`Rapi User <rapi-user>`
1803
correctly.
1804

    
1805
.. code-block:: console
1806

    
1807
   $ snf-manage backend-add --clustername=ganeti.node1.example.com --user=cyclades --pass=example_rapi_passw0rd
1808

    
1809
You can see everything has been setup correctly by running:
1810

    
1811
.. code-block:: console
1812

    
1813
   $ snf-manage backend-list
1814

    
1815
Enable the new backend by running:
1816

    
1817
.. code-block::
1818

    
1819
   $ snf-manage backend-modify --drained False 1
1820

    
1821
.. warning:: Since version 0.13, the backend is set to "drained" by default.
1822
    This means that you cannot add VMs to it. The reason for this is that the
1823
    nodes should be unavailable to Synnefo until the Administrator explicitly
1824
    releases them. To change this setting, use ``snf-manage backend-modify
1825
    --drained False <backend-id>``.
1826

    
1827
If something is not set correctly, you can modify the backend with the
1828
``snf-manage backend-modify`` command. If something has gone wrong, you could
1829
modify the backend to reflect the Ganeti installation by running:
1830

    
1831
.. code-block:: console
1832

    
1833
   $ snf-manage backend-modify --clustername "ganeti.node1.example.com"
1834
                               --user=cyclades
1835
                               --pass=example_rapi_passw0rd
1836
                               1
1837

    
1838
``clustername`` denotes the Ganeti-cluster's name. We provide the corresponding
1839
domain that resolves to the master IP, than the IP itself, to ensure Cyclades
1840
can talk to Ganeti even after a Ganeti master-failover.
1841

    
1842
``user`` and ``pass`` denote the RAPI user's username and the RAPI user's
1843
password.  Once we setup the first backend to point at our Ganeti cluster, we
1844
update the Cyclades backends status by running:
1845

    
1846
.. code-block:: console
1847

    
1848
   $ snf-manage backend-update-status
1849

    
1850
Cyclades can manage multiple Ganeti backends, but for the purpose of this
1851
guide,we won't get into more detail regarding mulitple backends. If you want to
1852
learn more please see /*TODO*/.
1853

    
1854
Add a Public Network
1855
----------------------
1856

    
1857
Cyclades supports different Public Networks on different Ganeti backends.
1858
After connecting Cyclades with our Ganeti cluster, we need to setup a Public
1859
Network for this Ganeti backend (`id = 1`). The basic setup is to bridge every
1860
created NIC on a bridge. After having a bridge (e.g. br0) created in every
1861
backend node edit Synnefo setting CUSTOM_BRIDGED_BRIDGE to 'br0':
1862

    
1863
.. code-block:: console
1864

    
1865
   $ snf-manage network-create --subnet=5.6.7.0/27 \
1866
                               --gateway=5.6.7.1 \
1867
                               --subnet6=2001:648:2FFC:1322::/64 \
1868
                               --gateway6=2001:648:2FFC:1322::1 \
1869
                               --public --dhcp --flavor=CUSTOM \
1870
                               --link=br0 --mode=bridged \
1871
                               --name=public_network \
1872
                               --backend-id=1
1873

    
1874
This will create the Public Network on both Cyclades and the Ganeti backend. To
1875
make sure everything was setup correctly, also run:
1876

    
1877
.. code-block:: console
1878

    
1879
   $ snf-manage reconcile-networks
1880

    
1881
You can see all available networks by running:
1882

    
1883
.. code-block:: console
1884

    
1885
   $ snf-manage network-list
1886

    
1887
and inspect each network's state by running:
1888

    
1889
.. code-block:: console
1890

    
1891
   $ snf-manage network-inspect <net_id>
1892

    
1893
Finally, you can see the networks from the Ganeti perspective by running on the
1894
Ganeti MASTER:
1895

    
1896
.. code-block:: console
1897

    
1898
   $ gnt-network list
1899
   $ gnt-network info <network_name>
1900

    
1901
Create pools for Private Networks
1902
---------------------------------
1903

    
1904
To prevent duplicate assignment of resources to different private networks,
1905
Cyclades supports two types of pools:
1906

    
1907
 - MAC prefix Pool
1908
 - Bridge Pool
1909

    
1910
As long as those resourses have been provisioned, admin has to define two
1911
these pools in Synnefo:
1912

    
1913

    
1914
.. code-block:: console
1915

    
1916
   root@testvm1:~ # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
1917

    
1918
   root@testvm1:~ # snf-manage pool-create --type=bridge --base=prv --size=20
1919

    
1920
Also, change the Synnefo setting in :file:`20-snf-cyclades-app-api.conf`:
1921

    
1922
.. code-block:: console
1923

    
1924
   DEFAULT_MAC_FILTERED_BRIDGE = 'prv0'
1925

    
1926
Servers restart
1927
---------------
1928

    
1929
Restart gunicorn on node1:
1930

    
1931
.. code-block:: console
1932

    
1933
   # /etc/init.d/gunicorn restart
1934

    
1935
Now let's do the final connections of Cyclades with Ganeti.
1936

    
1937
``snf-dispatcher`` initialization
1938
---------------------------------
1939

    
1940
``snf-dispatcher`` dispatches all messages published to the Message Queue and
1941
manages the Cyclades database accordingly. It also initializes all exchanges. By
1942
default it is not enabled during installation of Cyclades, so let's enable it in
1943
its configuration file ``/etc/default/snf-dispatcher``:
1944

    
1945
.. code-block:: console
1946

    
1947
   SNF_DSPTCH_ENABLE=true
1948

    
1949
and start the daemon:
1950

    
1951
.. code-block:: console
1952

    
1953
   # /etc/init.d/snf-dispatcher start
1954

    
1955
You can see that everything works correctly by tailing its log file
1956
``/var/log/synnefo/dispatcher.log``.
1957

    
1958
``snf-ganeti-eventd`` on GANETI MASTER
1959
--------------------------------------
1960

    
1961
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
1962
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
1963
The daemon is already installed on the GANETI MASTER (node1 in our case).
1964
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
1965
installation, so we enable it in its configuration file
1966
``/etc/default/snf-ganeti-eventd``:
1967

    
1968
.. code-block:: console
1969

    
1970
   SNF_EVENTD_ENABLE=true
1971

    
1972
and start the daemon:
1973

    
1974
.. code-block:: console
1975

    
1976
   # /etc/init.d/snf-ganeti-eventd start
1977

    
1978
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
1979

    
1980
Apply Quotas
1981
------------
1982

    
1983
.. code-block:: console
1984

    
1985
   node1 # snf-manage astakos-init --load-service-resources
1986
   node1 # snf-manage quota --verify
1987
   node1 # snf-manage quota --sync
1988
   node2 # snf-manage pithos-reset-usage
1989
   node1 # snf-manage reconcile-resources-cyclades --fix
1990

    
1991
If all the above return successfully, then you have finished with the Cyclades
1992
and Plankton installation and setup.
1993

    
1994
Let's test our installation now.
1995

    
1996

    
1997
Testing of Cyclades (and Plankton)
1998
==================================
1999

    
2000
Cyclades Web UI
2001
---------------
2002

    
2003
First of all we need to test that our Cyclades Web UI works correctly. Open your
2004
browser and go to the Astakos home page. Login and then click 'cyclades' on the
2005
top cloud bar. This should redirect you to:
2006

    
2007
 `http://node1.example.com/ui/`
2008

    
2009
and the Cyclades home page should appear. If not, please go back and find what
2010
went wrong. Do not proceed if you don't see the Cyclades home page.
2011

    
2012
If the Cyclades home page appears, click on the orange button 'New machine'. The
2013
first step of the 'New machine wizard' will appear. This step shows all the
2014
available Images from which you can spawn new VMs. The list should be currently
2015
empty, as we haven't registered any Images yet. Close the wizard and browse the
2016
interface (not many things to see yet). If everything seems to work, let's
2017
register our first Image file.
2018

    
2019
Cyclades Images
2020
---------------
2021

    
2022
To test our Cyclades (and Plankton) installation, we will use an Image stored on
2023
Pithos+ to spawn a new VM from the Cyclades interface. We will describe all
2024
steps, even though you may already have uploaded an Image on Pithos+ from a
2025
:ref:`previous <snf-image-images>` section:
2026

    
2027
 * Upload an Image file to Pithos+
2028
 * Register that Image file to Plankton
2029
 * Spawn a new VM from that Image from the Cyclades Web UI
2030

    
2031
We will use the `kamaki <http://www.synnefo.org/docs/kamaki/latest/index.html>`_
2032
command line client to do the uploading and registering of the Image.
2033

    
2034
Installation of `kamaki`
2035
~~~~~~~~~~~~~~~~~~~~~~~~
2036

    
2037
You can install `kamaki` anywhere you like, since it is a standalone client of
2038
the APIs and talks to the installation over `http`. For the purpose of this
2039
guide we will assume that we have downloaded the `Debian Squeeze Base Image
2040
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ and stored it under node1's
2041
``/srv/images`` directory. For that reason we will install `kamaki` on node1,
2042
too. We do this by running:
2043

    
2044
.. code-block:: console
2045

    
2046
   # apt-get install kamaki
2047

    
2048
Configuration of kamaki
2049
~~~~~~~~~~~~~~~~~~~~~~~
2050

    
2051
Now we need to setup kamaki, by adding the appropriate URLs and tokens of our
2052
installation. We do this by running:
2053

    
2054
.. code-block:: console
2055

    
2056
   $ kamaki config set user.url "https://node1.example.com"
2057
   $ kamaki config set compute.url "https://node1.example.com/api/v1.1"
2058
   $ kamaki config set image.url "https://node1.example.com/plankton"
2059
   $ kamaki config set file.url "https://node2.example.com/v1"
2060
   $ kamaki config set token USER_TOKEN
2061

    
2062
The USER_TOKEN appears on the user's `Profile` web page on the Astakos Web UI.
2063

    
2064
You can see that the new configuration options have been applied correctly,
2065
either by checking the editable file ``~/.kamakirc`` or by running:
2066

    
2067
.. code-block:: console
2068

    
2069
   $ kamaki config list
2070

    
2071
A quick test to check that kamaki is configured correctly, is to try to
2072
authenticate a user based on his/her token (in this case the user is you):
2073

    
2074
.. code-block:: console
2075

    
2076
  $ kamaki user authenticate
2077

    
2078
The above operation provides various user information, e.g. UUID (the unique
2079
user id) which might prove useful in some operations.
2080

    
2081
Upload an Image file to Pithos+
2082
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2083

    
2084
Now, that we have set up `kamaki` we will upload the Image that we have
2085
downloaded and stored under ``/srv/images/``. Although we can upload the Image
2086
under the root ``Pithos`` container (as you may have done when uploading the
2087
Image from the Pithos+ Web UI), we will create a new container called ``images``
2088
and store the Image under that container. We do this for two reasons:
2089

    
2090
a) To demonstrate how to create containers other than the default ``Pithos``.
2091
   This can be done only with the `kamaki` client and not through the Web UI.
2092

    
2093
b) As a best organization practise, so that you won't have your Image files
2094
   tangled along with all your other Pithos+ files and directory structures.
2095

    
2096
We create the new ``images`` container by running:
2097

    
2098
.. code-block:: console
2099

    
2100
   $ kamaki file create images
2101

    
2102
To check if the container has been created, list all containers of your
2103
account:
2104

    
2105
.. code-block:: console
2106

    
2107
  $ kamaki file list
2108

    
2109
Then, we upload the Image file to that container:
2110

    
2111
.. code-block:: console
2112

    
2113
   $ kamaki file upload /srv/images/debian_base-6.0-7-x86_64.diskdump images
2114

    
2115
The first is the local path and the second is the remote container on Pithos+.
2116
Check if the file has been uploaded, by listing the container contents:
2117

    
2118
.. code-block:: console
2119

    
2120
  $ kamaki file list images
2121

    
2122
Alternatively check if the new container and file appear on the Pithos+ Web UI.
2123

    
2124
Register an existing Image file to Plankton
2125
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2126

    
2127
For the purposes of the following example, we assume that the user UUID is
2128
``u53r-un1qu3-1d``.
2129

    
2130
Once the Image file has been successfully uploaded on Pithos+ then we register
2131
it to Plankton (so that it becomes visible to Cyclades), by running:
2132

    
2133
.. code-block:: console
2134

    
2135
   $ kamaki image register "Debian Base" \
2136
                           pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump \
2137
                           --public \
2138
                           --disk-format=diskdump \
2139
                           --property OSFAMILY=linux --property ROOT_PARTITION=1 \
2140
                           --property description="Debian Squeeze Base System" \
2141
                           --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \
2142
                           --property sortorder=1 --property USERS=root --property OS=debian
2143

    
2144
This command registers the Pithos+ file
2145
``pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump`` as an
2146
Image in Plankton. This Image will be public (``--public``), so all users will
2147
be able to spawn VMs from it and is of type ``diskdump``. The first two
2148
properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest
2149
properties are optional, but recommended, so that the Images appear nicely on
2150
the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The
2151
``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable
2152
inside the ``20-snf-cyclades-app-ui.conf`` configuration file.
2153

    
2154
``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed
2155
from Plankton to Cyclades and then to Ganeti and `snf-image` (also see
2156
:ref:`previous section <ganeti-with-pithos-images>`). All other properties are
2157
used to show information on the Cyclades UI.
2158

    
2159
Spawn a VM from the Cyclades Web UI
2160
-----------------------------------
2161

    
2162
If the registration completes successfully, then go to the Cyclades Web UI from
2163
your browser at:
2164

    
2165
 `https://node1.example.com/ui/`
2166

    
2167
Click on the 'New Machine' button and the first step of the wizard will appear.
2168
Click on 'My Images' (right after 'System' Images) on the left pane of the
2169
wizard. Your previously registered Image "Debian Base" should appear under
2170
'Available Images'. If not, something has gone wrong with the registration. Make
2171
sure you can see your Image file on the Pithos+ Web UI and ``kamaki image
2172
register`` returns successfully with all options and properties as shown above.
2173

    
2174
If the Image appears on the list, select it and complete the wizard by selecting
2175
a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you
2176
write down your password, because you *WON'T* be able to retrieve it later.
2177

    
2178
If everything was setup correctly, after a few minutes your new machine will go
2179
to state 'Running' and you will be able to use it. Click 'Console' to connect
2180
through VNC out of band, or click on the machine's icon to connect directly via
2181
SSH or RDP (for windows machines).
2182

    
2183
Congratulations. You have successfully installed the whole Synnefo stack and
2184
connected all components. Go ahead in the next section to test the Network
2185
functionality from inside Cyclades and discover even more features.
2186

    
2187
General Testing
2188
===============
2189

    
2190
Notes
2191
=====
2192