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1
.. _quick-install-admin-guide:
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3
Administrator's Installation Guide
4
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
5

    
6
This is the Administrator's installation guide.
7

    
8
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
10
assumes the nodes run Debian Squeeze. After successful installation, you will
11
have the following services running:
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    * Identity Management (Astakos)
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    * Object Storage Service (Pithos)
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    * Compute Service (Cyclades)
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    * Image Service (part of Cyclades)
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    * Network Service (part of Cyclades)
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and a single unified Web UI to manage them all.
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The Volume Storage Service (Archipelago) and the Billing Service (Aquarium) are
22
not released yet.
23

    
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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.
26

    
27

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

    
31
We will install the services with the above list's order. The last three
32
services will be installed in a single step (at the end), because at the moment
33
they are contained in the same software component (Cyclades). Furthermore, we
34
will install all services in the first physical node, except Pithos which will
35
be installed in the second, due to a conflict between the snf-pithos-app and
36
snf-cyclades-app component (scheduled to be fixed in the next version).
37

    
38
For the rest of the documentation we will refer to the first physical node as
39
"node1" and the second as "node2". We will also assume that their domain names
40
are "node1.example.com" and "node2.example.com" and their public IPs are "4.3.2.1" and
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"4.3.2.2" respectively. It is important that the two machines are under the same domain name.
42
In case you choose to follow a private installation you will need to
43
set up a private dns server, using dnsmasq for example. See node1 below for more.
44

    
45
General Prerequisites
46
=====================
47

    
48
These are the general synnefo prerequisites, that you need on node1 and node2
49
and are related to all the services (Astakos, Pithos, Cyclades).
50

    
51
To be able to download all synnefo components you need to add the following
52
lines in your ``/etc/apt/sources.list`` file:
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54
| ``deb http://apt.dev.grnet.gr squeeze/``
55
| ``deb-src http://apt.dev.grnet.gr squeeze/``
56

    
57
and import the repo's GPG key:
58

    
59
| ``curl https://dev.grnet.gr/files/apt-grnetdev.pub | apt-key add -``
60

    
61
Also add the following line to enable the ``squeeze-backports`` repository,
62
which may provide more recent versions of certain packages. The repository
63
is deactivated by default and must be specified expicitly in ``apt-get``
64
operations:
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66
| ``deb http://backports.debian.org/debian-backports squeeze-backports main``
67

    
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You also need a shared directory visible by both nodes. Pithos will save all
69
data inside this directory. By 'all data', we mean files, images, and pithos
70
specific mapping data. If you plan to upload more than one basic image, this
71
directory should have at least 50GB of free space. During this guide, we will
72
assume that node1 acts as an NFS server and serves the directory ``/srv/pithos``
73
to node2 (be sure to set no_root_squash flag). Node2 has this directory
74
mounted under ``/srv/pithos``, too.
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76
Before starting the synnefo installation, you will need basic third party
77
software to be installed and configured on the physical nodes. We will describe
78
each node's general prerequisites separately. Any additional configuration,
79
specific to a synnefo service for each node, will be described at the service's
80
section.
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82
Finally, it is required for Cyclades and Ganeti nodes to have synchronized
83
system clocks (e.g. by running ntpd).
84

    
85
Node1
86
-----
87

    
88

    
89
General Synnefo dependencies
90
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
91

    
92
		* apache (http server)
93
		* public certificate
94
		* gunicorn (WSGI http server)
95
		* postgresql (database)
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		* rabbitmq (message queue)
97
		* ntp (NTP daemon)
98
		* gevent
99
		* dns server
100

    
101
You can install apache2, postgresql, ntp and rabbitmq by running:
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103
.. code-block:: console
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105
   # apt-get install apache2 postgresql ntp rabbitmq-server
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107
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
108
the official debian backports:
109

    
110
.. code-block:: console
111

    
112
   # apt-get -t squeeze-backports install gunicorn
113

    
114
Also, make sure to install gevent >= 0.13.6. Again from the debian backports:
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116
.. code-block:: console
117

    
118
   # apt-get -t squeeze-backports install python-gevent
119

    
120
On node1, we will create our databases, so you will also need the
121
python-psycopg2 package:
122

    
123
.. code-block:: console
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125
   # apt-get install python-psycopg2
126

    
127

    
128
Database setup
129
~~~~~~~~~~~~~~
130

    
131
On node1, we create a database called ``snf_apps``, that will host all django
132
apps related tables. We also create the user ``synnefo`` and grant him all
133
privileges on the database. We do this by running:
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.. code-block:: console
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137
    root@node1:~ # su - postgres
138
    postgres@node1:~ $ psql
139
    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';
141
    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
144
grant the ``synnefo`` user all privileges on the database. This database could
145
be created on node2 instead, but we do it on node1 for simplicity. We will
146
create all needed databases on node1 and then node2 will connect to them.
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.. code-block:: console
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150
    postgres=# CREATE DATABASE snf_pithos WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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    postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_pithos TO synnefo;
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Configure the database to listen to all network interfaces. You can do this by
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editting the file ``/etc/postgresql/8.4/main/postgresql.conf`` and change
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``listen_addresses`` to ``'*'`` :
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.. code-block:: console
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    listen_addresses = '*'
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Furthermore, edit ``/etc/postgresql/8.4/main/pg_hba.conf`` to allow node1 and
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node2 to connect to the database. Add the following lines under ``#IPv4 local
163
connections:`` :
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.. code-block:: console
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    host		all	all	4.3.2.1/32	md5
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    host		all	all	4.3.2.2/32	md5
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Make sure to substitute "4.3.2.1" and "4.3.2.2" with node1's and node2's
171
actual IPs. Now, restart the server to apply the changes:
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.. code-block:: console
174

    
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   # /etc/init.d/postgresql restart
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Gunicorn setup
178
~~~~~~~~~~~~~~
179

    
180
Rename the file ``/etc/gunicorn.d/synnefo.example`` to
181
``/etc/gunicorn.d/synnefo``, to make it a valid gunicorn configuration file:
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.. code-block:: console
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    # mv /etc/gunicorn.d/synnefo.example /etc/gunicorn.d/synnefo
186

    
187

    
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.. warning:: Do NOT start the server yet, because it won't find the
189
    ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts``
190
    instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to
191
    ``--worker-class=sync``. We will start the server after successful
192
    installation of astakos. If the server is running::
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194
       # /etc/init.d/gunicorn stop
195

    
196
Certificate Creation
197
~~~~~~~~~~~~~~~~~~~~~
198

    
199
Node1 will host Cyclades. Cyclades should communicate with the other snf tools over a trusted connection.
200
In order for the connection to be trusted, the keys provided to apache below should be signed with a certificate.
201
This certificate should be added to all nodes. In case you don't have signed keys you can create a self-signed certificate
202
and sign your keys with this. To do so on node1 run
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.. code-block:: console
205

    
206
		# aptitude install openvpn
207
		# mkdir /etc/openvpn/easy-rsa
208
		# cp -ai /usr/share/doc/openvpn/examples/easy-rsa/2.0/ /etc/openvpn/easy-rsa
209
		# cd /etc/openvpn/easy-rsa/2.0
210
		# vim vars
211

    
212
In vars you can set your own parameters such as KEY_COUNTRY
213

    
214
.. code-block:: console
215

    
216
	# . ./vars
217
	# ./clean-all
218

    
219
Now you can create the certificate
220

    
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.. code-block:: console
222

    
223
		# ./build-ca
224

    
225
The previous will create a ``ca.crt`` file. Copy this file under
226
``/usr/local/share/ca-certificates/`` directory and run :
227

    
228
.. code-block:: console
229

    
230
		# update-ca-certificates
231

    
232
to update the records. You will have to do the following on node2 as well.
233

    
234
Now you can create the keys and sign them with the certificate
235

    
236
.. code-block:: console
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		# ./build-key-server node1.example.com
239

    
240
This will create a .pem and a .key file in your current folder. Copy these in
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``/etc/ssl/certs/`` and ``/etc/ssl/private/`` respectively and
242
use them in the apache2 configuration file below instead of the defaults.
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244
Apache2 setup
245
~~~~~~~~~~~~~
246

    
247
Create the file ``/etc/apache2/sites-available/synnefo`` containing the
248
following:
249

    
250
.. code-block:: console
251

    
252
    <VirtualHost *:80>
253
        ServerName node1.example.com
254

    
255
        RewriteEngine On
256
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
257
        RewriteRule ^(.*)$ - [F,L]
258
        RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
259
    </VirtualHost>
260

    
261

    
262
Create the file ``/etc/apache2/sites-available/synnefo-ssl`` containing the
263
following:
264

    
265
.. code-block:: console
266

    
267
    <IfModule mod_ssl.c>
268
    <VirtualHost _default_:443>
269
        ServerName node1.example.com
270

    
271
        Alias /static "/usr/share/synnefo/static"
272

    
273
        #  SetEnv no-gzip
274
        #  SetEnv dont-vary
275

    
276
       AllowEncodedSlashes On
277

    
278
       RequestHeader set X-Forwarded-Protocol "https"
279

    
280
    <Proxy * >
281
        Order allow,deny
282
        Allow from all
283
    </Proxy>
284

    
285
        SetEnv                proxy-sendchunked
286
        SSLProxyEngine        off
287
        ProxyErrorOverride    off
288

    
289
        ProxyPass        /static !
290
        ProxyPass        / http://localhost:8080/ retry=0
291
        ProxyPassReverse / http://localhost:8080/
292

    
293
        RewriteEngine On
294
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
295
        RewriteRule ^(.*)$ - [F,L]
296

    
297
        SSLEngine on
298
        SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
299
        SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
300
    </VirtualHost>
301
    </IfModule>
302

    
303
Now enable sites and modules by running:
304

    
305
.. code-block:: console
306

    
307
   # a2enmod ssl
308
   # a2enmod rewrite
309
   # a2dissite default
310
   # a2ensite synnefo
311
   # a2ensite synnefo-ssl
312
   # a2enmod headers
313
   # a2enmod proxy_http
314

    
315
.. note:: This isn't really needed, but it's a good security practice to disable
316
    directory listing in apache::
317

    
318
        # a2dismod autoindex
319

    
320

    
321
.. warning:: Do NOT start/restart the server yet. If the server is running::
322

    
323
       # /etc/init.d/apache2 stop
324

    
325

    
326
.. _rabbitmq-setup:
327

    
328
Message Queue setup
329
~~~~~~~~~~~~~~~~~~~
330

    
331
The message queue will run on node1, so we need to create the appropriate
332
rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
333
exchanges:
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335
.. code-block:: console
336

    
337
   # rabbitmqctl add_user synnefo "example_rabbitmq_passw0rd"
338
   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
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340
We do not need to initialize the exchanges. This will be done automatically,
341
during the Cyclades setup.
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343
Pithos data directory setup
344
~~~~~~~~~~~~~~~~~~~~~~~~~~~
345

    
346
As mentioned in the General Prerequisites section, there is a directory called
347
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
348
directory inside it:
349

    
350
.. code-block:: console
351

    
352
   # cd /srv/pithos
353
   # mkdir data
354
   # chown www-data:www-data data
355
   # chmod g+ws data
356

    
357
DNS server setup
358
~~~~~~~~~~~~~~~~
359

    
360
If your machines are not under the same domain nameyou have to set up a dns server.
361
In order to set up a dns server using dnsmasq do the following
362

    
363
.. code-block:: console
364

    
365
				# apt-get install dnsmasq
366

    
367
Then edit you ``/etc/hosts/`` as follows
368

    
369
.. code-block:: console
370

    
371
		4.3.2.1     node1.example.com
372
		4.3.2.2     node2.example.com
373

    
374
Finally edit the ``/etc/dnsmasq.conf`` file and specify the ``listen-address`` and
375
the ``interface`` you would like to listen to.
376

    
377
Also add the following in your ``/etc/resolv.conf`` file
378

    
379
.. code-block:: console
380

    
381
		nameserver 4.3.2.1
382

    
383
You are now ready with all general prerequisites concerning node1. Let's go to
384
node2.
385

    
386
Node2
387
-----
388

    
389
General Synnefo dependencies
390
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
391

    
392
    * apache (http server)
393
    * gunicorn (WSGI http server)
394
    * postgresql (database)
395
    * ntp (NTP daemon)
396
    * gevent
397
    * certificates
398
    * dns setup
399

    
400
You can install the above by running:
401

    
402
.. code-block:: console
403

    
404
   # apt-get install apache2 postgresql ntp
405

    
406
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
407
the official debian backports:
408

    
409
.. code-block:: console
410

    
411
   # apt-get -t squeeze-backports install gunicorn
412

    
413
Also, make sure to install gevent >= 0.13.6. Again from the debian backports:
414

    
415
.. code-block:: console
416

    
417
   # apt-get -t squeeze-backports install python-gevent
418

    
419
Node2 will connect to the databases on node1, so you will also need the
420
python-psycopg2 package:
421

    
422
.. code-block:: console
423

    
424
   # apt-get install python-psycopg2
425

    
426
Database setup
427
~~~~~~~~~~~~~~
428

    
429
All databases have been created and setup on node1, so we do not need to take
430
any action here. From node2, we will just connect to them. When you get familiar
431
with the software you may choose to run different databases on different nodes,
432
for performance/scalability/redundancy reasons, but those kind of setups are out
433
of the purpose of this guide.
434

    
435
Gunicorn setup
436
~~~~~~~~~~~~~~
437

    
438
Rename the file ``/etc/gunicorn.d/synnefo.example`` to
439
``/etc/gunicorn.d/synnefo``, to make it a valid gunicorn configuration file
440
(as happened for node1):
441

    
442
.. code-block:: console
443

    
444
    # mv /etc/gunicorn.d/synnefo.example /etc/gunicorn.d/synnefo
445

    
446

    
447
.. warning:: Do NOT start the server yet, because it won't find the
448
    ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts``
449
    instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to
450
    ``--worker-class=sync``. We will start the server after successful
451
    installation of astakos. If the server is running::
452

    
453
       # /etc/init.d/gunicorn stop
454

    
455
Apache2 setup
456
~~~~~~~~~~~~~
457

    
458
Create the file ``/etc/apache2/sites-available/synnefo`` containing the
459
following:
460

    
461
.. code-block:: console
462

    
463
    <VirtualHost *:80>
464
        ServerName node2.example.com
465

    
466
        RewriteEngine On
467
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
468
        RewriteRule ^(.*)$ - [F,L]
469
        RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
470
    </VirtualHost>
471

    
472
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
473
containing the following:
474

    
475
.. code-block:: console
476

    
477
    <IfModule mod_ssl.c>
478
    <VirtualHost _default_:443>
479
        ServerName node2.example.com
480

    
481
        Alias /static "/usr/share/synnefo/static"
482

    
483
        SetEnv no-gzip
484
        SetEnv dont-vary
485
        AllowEncodedSlashes On
486

    
487
        RequestHeader set X-Forwarded-Protocol "https"
488

    
489
        <Proxy * >
490
            Order allow,deny
491
            Allow from all
492
        </Proxy>
493

    
494
        SetEnv                proxy-sendchunked
495
        SSLProxyEngine        off
496
        ProxyErrorOverride    off
497

    
498
        ProxyPass        /static !
499
        ProxyPass        / http://localhost:8080/ retry=0
500
        ProxyPassReverse / http://localhost:8080/
501

    
502
        SSLEngine on
503
        SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
504
        SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
505
    </VirtualHost>
506
    </IfModule>
507

    
508
As in node1, enable sites and modules by running:
509

    
510
.. code-block:: console
511

    
512
   # a2enmod ssl
513
   # a2enmod rewrite
514
   # a2dissite default
515
   # a2ensite synnefo
516
   # a2ensite synnefo-ssl
517
   # a2enmod headers
518
   # a2enmod proxy_http
519

    
520
.. note:: This isn't really needed, but it's a good security practice to disable
521
    directory listing in apache::
522

    
523
        # a2dismod autoindex
524

    
525
.. warning:: Do NOT start/restart the server yet. If the server is running::
526

    
527
       # /etc/init.d/apache2 stop
528

    
529

    
530
Acquire certificate
531
~~~~~~~~~~~~~~~~~~~
532

    
533
Copy the certificate you created before on node1 (`ca.crt`) under the directory
534
``/usr/local/share/ca-certificate``
535

    
536
and run:
537

    
538
.. code-block:: console
539

    
540
		# update-ca-certificates
541

    
542
to update the records.
543

    
544

    
545
DNS Setup
546
~~~~~~~~~
547

    
548
Add the following line in ``/etc/resolv.conf`` file
549

    
550
.. code-block:: console
551

    
552
		nameserver 4.3.2.1
553

    
554
to inform the node about the new dns server.
555

    
556
We are now ready with all general prerequisites for node2. Now that we have
557
finished with all general prerequisites for both nodes, we can start installing
558
the services. First, let's install Astakos on node1.
559

    
560
Installation of Astakos on node1
561
================================
562

    
563
To install astakos, grab the package from our repository (make sure  you made
564
the additions needed in your ``/etc/apt/sources.list`` file, as described
565
previously), by running:
566

    
567
.. code-block:: console
568

    
569
   # apt-get install snf-astakos-app snf-pithos-backend
570

    
571
.. _conf-astakos:
572

    
573
Configuration of Astakos
574
========================
575

    
576
Conf Files
577
----------
578

    
579
After astakos is successfully installed, you will find the directory
580
``/etc/synnefo`` and some configuration files inside it. The files contain
581
commented configuration options, which are the default options. While installing
582
new snf-* components, new configuration files will appear inside the directory.
583
In this guide (and for all services), we will edit only the minimum necessary
584
configuration options, to reflect our setup. Everything else will remain as is.
585

    
586
After getting familiar with synnefo, you will be able to customize the software
587
as you wish and fits your needs. Many options are available, to empower the
588
administrator with extensively customizable setups.
589

    
590
For the snf-webproject component (installed as an astakos dependency), we
591
need the following:
592

    
593
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
594
uncomment and edit the ``DATABASES`` block to reflect our database:
595

    
596
.. code-block:: console
597

    
598
    DATABASES = {
599
     'default': {
600
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
601
         'ENGINE': 'django.db.backends.postgresql_psycopg2',
602
         # ATTENTION: This *must* be the absolute path if using sqlite3.
603
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
604
         'NAME': 'snf_apps',
605
         'USER': 'synnefo',                      # Not used with sqlite3.
606
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
607
         # Set to empty string for localhost. Not used with sqlite3.
608
         'HOST': '4.3.2.1',
609
         # Set to empty string for default. Not used with sqlite3.
610
         'PORT': '5432',
611
     }
612
    }
613

    
614
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
615
``SECRET_KEY``. This is a Django specific setting which is used to provide a
616
seed in secret-key hashing algorithms. Set this to a random string of your
617
choice and keep it private:
618

    
619
.. code-block:: console
620

    
621
    SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
622

    
623
For astakos specific configuration, edit the following options in
624
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
625

    
626
.. code-block:: console
627

    
628
    ASTAKOS_COOKIE_DOMAIN = '.example.com'
629

    
630
    ASTAKOS_BASE_URL = 'https://node1.example.com/astakos'
631

    
632
The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our domain (for all
633
services). ``ASTAKOS_BASE_URL`` is the astakos top-level URL. Appending an
634
extra path (``/astakos`` here) is recommended in order to distinguish
635
components, if more than one are installed on the same machine.
636

    
637
.. note:: For the purpose of this guide, we don't enable recaptcha authentication.
638
    If you would like to enable it, you have to edit the following options:
639

    
640
    .. code-block:: console
641

    
642
        ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
643
        ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
644
        ASTAKOS_RECAPTCHA_USE_SSL = True
645
        ASTAKOS_RECAPTCHA_ENABLED = True
646

    
647
    For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
648
    go to https://www.google.com/recaptcha/admin/create and create your own pair.
649

    
650
Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` :
651

    
652
.. code-block:: console
653

    
654
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
655

    
656
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
657

    
658
    CLOUDBAR_MENU_URL = 'https://node1.example.com/astakos/ui/get_menu'
659

    
660
Those settings have to do with the black cloudbar endpoints and will be
661
described in more detail later on in this guide. For now, just edit the domain
662
to point at node1 which is where we have installed Astakos.
663

    
664
If you are an advanced user and want to use the Shibboleth Authentication
665
method, read the relative :ref:`section <shibboleth-auth>`.
666

    
667
.. _email-configuration:
668

    
669
Email delivery configuration
670
----------------------------
671

    
672
Many of the ``astakos`` operations require server to notify service users and
673
administrators via email. e.g. right after the signup process the service sents
674
an email to the registered email address containing an email verification url,
675
after the user verifies the email address astakos once again needs to notify
676
administrators with a notice that a new account has just been verified.
677

    
678
More specifically astakos sends emails in the following cases
679

    
680
- An email containing a verification link after each signup process.
681
- An email to the people listed in ``ADMINS`` setting after each email
682
  verification if ``ASTAKOS_MODERATION`` setting is ``True``. The email
683
  notifies administrators that an additional action is required in order to
684
  activate the user.
685
- A welcome email to the user email and an admin notification to ``ADMINS``
686
  right after each account activation.
687
- Feedback messages submited from astakos contact view and astakos feedback
688
  API endpoint are sent to contacts listed in ``HELPDESK`` setting.
689
- Project application request notifications to people included in ``HELPDESK``
690
  and ``MANAGERS`` settings.
691
- Notifications after each project members action (join request, membership
692
  accepted/declinde etc.) to project members or project owners.
693

    
694
Astakos uses the Django internal email delivering mechanism to send email
695
notifications. A simple configuration, using an external smtp server to
696
deliver messages, is shown below. Alter the following example to meet your
697
smtp server characteristics. Notice that the smtp server is needed for a proper
698
installation
699

    
700
.. code-block:: python
701

    
702
    # /etc/synnefo/00-snf-common-admins.conf
703
    EMAIL_HOST = "mysmtp.server.synnefo.org"
704
    EMAIL_HOST_USER = "<smtpuser>"
705
    EMAIL_HOST_PASSWORD = "<smtppassword>"
706

    
707
    # this gets appended in all email subjects
708
    EMAIL_SUBJECT_PREFIX = "[example.synnefo.org] "
709

    
710
    # Address to use for outgoing emails
711
    DEFAULT_FROM_EMAIL = "server@example.synnefo.org"
712

    
713
    # Email where users can contact for support. This is used in html/email
714
    # templates.
715
    CONTACT_EMAIL = "server@example.synnefo.org"
716

    
717
    # The email address that error messages come from
718
    SERVER_EMAIL = "server-errors@example.synnefo.org"
719

    
720
Notice that since email settings might be required by applications other than
721
astakos they are defined in a different configuration file than the one
722
previously used to set astakos specific settings.
723

    
724
Refer to
725
`Django documentation <https://docs.djangoproject.com/en/1.4/topics/email/>`_
726
for additional information on available email settings.
727

    
728
As refered in the previous section, based on the operation that triggers
729
an email notification, the recipients list differs. Specifically for
730
emails whose recipients include contacts from your service team
731
(administrators, managers, helpdesk etc) synnefo provides the following
732
settings located in ``00-snf-common-admins.conf``:
733

    
734
.. code-block:: python
735

    
736
    ADMINS = (('Admin name', 'admin@example.synnefo.org'),
737
              ('Admin2 name', 'admin2@example.synnefo.org))
738
    MANAGERS = (('Manager name', 'manager@example.synnefo.org'),)
739
    HELPDESK = (('Helpdesk user name', 'helpdesk@example.synnefo.org'),)
740

    
741
Alternatively, it may be convenient to send e-mails to a file, instead of an actual smtp server, using the file backend. Do so by creating a configuration file ``/etc/synnefo/99-local.conf`` including the folowing:
742

    
743
.. code-block:: python
744

    
745
    EMAIL_BACKEND = 'django.core.mail.backends.filebased.EmailBackend'
746
    EMAIL_FILE_PATH = '/tmp/app-messages' 
747
  
748

    
749

    
750
Enable Pooling
751
--------------
752

    
753
This section can be bypassed, but we strongly recommend you apply the following,
754
since they result in a significant performance boost.
755

    
756
Synnefo includes a pooling DBAPI driver for PostgreSQL, as a thin wrapper
757
around Psycopg2. This allows independent Django requests to reuse pooled DB
758
connections, with significant performance gains.
759

    
760
To use, first monkey-patch psycopg2. For Django, run this before the
761
``DATABASES`` setting in ``/etc/synnefo/10-snf-webproject-database.conf``:
762

    
763
.. code-block:: console
764

    
765
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
766
    monkey_patch_psycopg2()
767

    
768
Since we are running with greenlets, we should modify psycopg2 behavior, so it
769
works properly in a greenlet context:
770

    
771
.. code-block:: console
772

    
773
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
774
    make_psycopg_green()
775

    
776
Use the Psycopg2 driver as usual. For Django, this means using
777
``django.db.backends.postgresql_psycopg2`` without any modifications. To enable
778
connection pooling, pass a nonzero ``synnefo_poolsize`` option to the DBAPI
779
driver, through ``DATABASES.OPTIONS`` in Django.
780

    
781
All the above will result in an ``/etc/synnefo/10-snf-webproject-database.conf``
782
file that looks like this:
783

    
784
.. code-block:: console
785

    
786
    # Monkey-patch psycopg2
787
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
788
    monkey_patch_psycopg2()
789

    
790
    # If running with greenlets
791
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
792
    make_psycopg_green()
793

    
794
    DATABASES = {
795
     'default': {
796
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
797
         'ENGINE': 'django.db.backends.postgresql_psycopg2',
798
         'OPTIONS': {'synnefo_poolsize': 8},
799

    
800
         # ATTENTION: This *must* be the absolute path if using sqlite3.
801
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
802
         'NAME': 'snf_apps',
803
         'USER': 'synnefo',                      # Not used with sqlite3.
804
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
805
         # Set to empty string for localhost. Not used with sqlite3.
806
         'HOST': '4.3.2.1',
807
         # Set to empty string for default. Not used with sqlite3.
808
         'PORT': '5432',
809
     }
810
    }
811

    
812
Database Initialization
813
-----------------------
814

    
815
After configuration is done, we initialize the database by running:
816

    
817
.. code-block:: console
818

    
819
    # snf-manage syncdb
820

    
821
At this example we don't need to create a django superuser, so we select
822
``[no]`` to the question. After a successful sync, we run the migration needed
823
for astakos:
824

    
825
.. code-block:: console
826

    
827
    # snf-manage migrate im
828
    # snf-manage migrate quotaholder_app
829

    
830
Then, we load the pre-defined user groups
831

    
832
.. code-block:: console
833

    
834
    # snf-manage loaddata groups
835

    
836
.. _services-reg:
837

    
838
Services Registration
839
---------------------
840

    
841
When the database is ready, we need to register the services. The following
842
command will ask you to register the standard Synnefo components (astakos,
843
cyclades, and pithos) along with the services they provide. Note that you
844
have to register at least astakos in order to have a usable authentication
845
system. For each component, you will be asked to provide two URLs: its base
846
URL and its UI URL.
847

    
848
The former is the location where the component resides; it should equal
849
the ``<component_name>_BASE_URL`` as specified in the respective component
850
settings. For example, the base URL for astakos would be
851
``https://node1.example.com/astakos``.
852

    
853
The latter is the URL that appears in the Cloudbar and leads to the
854
component UI. If you want to follow the default setup, set
855
the UI URL to ``<base_url>/ui/`` where ``base_url`` the component's base
856
URL as explained before. (You can later change the UI URL with
857
``snf-manage component-modify <component_name> --url new_ui_url``.)
858

    
859
The command will also register automatically the resource definitions
860
offered by the services.
861

    
862
.. code-block:: console
863

    
864
    # snf-component-register
865

    
866
.. note::
867

    
868
   This command is equivalent to running the following series of commands;
869
   it registers the three components in astakos and then in each host it
870
   exports the respective service definitions, copies the exported json file
871
   to the astakos host, where it finally imports it:
872

    
873
    .. code-block:: console
874

    
875
       astakos-host$ snf-manage component-add astakos --base-url astakos_base_url --ui-url astakos_ui_url
876
       astakos-host$ snf-manage component-add cyclades --base-url cyclades_base_url --ui-url cyclades_ui_url
877
       astakos-host$ snf-manage component-add pithos --base-url pithos_base_url --ui-url pithos_ui_url
878
       astakos-host$ snf-manage service-export-astakos > astakos.json
879
       astakos-host$ snf-manage service-import --json astakos.json
880
       cyclades-host$ snf-manage service-export-cyclades > cyclades.json
881
       # copy the file to astakos-host
882
       astakos-host$ snf-manage service-import --json cyclades.json
883
       pithos-host$ snf-manage service-export-pithos > pithos.json
884
       # copy the file to astakos-host
885
       astakos-host$ snf-manage service-import --json pithos.json
886

    
887
Notice that in this installation astakos and cyclades are in node1 and pithos is in node2
888

    
889
Setting Default Base Quota for Resources
890
----------------------------------------
891

    
892
We now have to specify the limit on resources that each user can employ
893
(exempting resources offered by projects). When specifying storage or
894
memory size limits consider to add an appropriate size suffix to the
895
numeric value, i.e. 10240 MB, 10 GB etc.
896

    
897
.. code-block:: console
898

    
899
    # snf-manage resource-modify --default-quota-interactive
900

    
901
.. _pithos_view_registration:
902

    
903
Register pithos view as an OAuth 2.0 client
904
-------------------------------------------
905

    
906
Starting from synnefo version 0.15, the pithos view, in order to get access to
907
the data of a protect pithos resource, has to be granted authorization for the
908
specific resource by astakos.
909

    
910
During the authorization grant procedure, it has to authenticate itself with
911
astakos since the later has to prevent serving requests by unknown/unauthorized
912
clients.
913

    
914
Each oauth 2.0 client is identified by a client identifier (client_id).
915
Moreover, the confidential clients are authenticated via a password
916
(client_secret).
917
Then, each client has to declare at least a redirect URI so that astakos will
918
be able to validate the redirect URI provided during the authorization code
919
request.
920
If a client is trusted (like a pithos view) astakos grants access on behalf
921
of the resource owner, otherwise the resource owner has to be asked.
922

    
923
To register the pithos view as an OAuth 2.0 client in astakos, we have to run
924
the following command::
925

    
926
    snf-manage oauth2-client-add pithos-view --secret=<secret> --is-trusted --url https://node2.example.com/pithos/ui/view
927

    
928
Servers Initialization
929
----------------------
930

    
931
Finally, we initialize the servers on node1:
932

    
933
.. code-block:: console
934

    
935
    root@node1:~ # /etc/init.d/gunicorn restart
936
    root@node1:~ # /etc/init.d/apache2 restart
937

    
938
We have now finished the Astakos setup. Let's test it now.
939

    
940

    
941
Testing of Astakos
942
==================
943

    
944
Open your favorite browser and go to:
945

    
946
``http://node1.example.com/astakos``
947

    
948
If this redirects you to ``https://node1.example.com/astakos/ui/`` and you can see
949
the "welcome" door of Astakos, then you have successfully setup Astakos.
950

    
951
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
952
and fill all your data at the sign up form. Then click "SUBMIT". You should now
953
see a green box on the top, which informs you that you made a successful request
954
and the request has been sent to the administrators. So far so good, let's
955
assume that you created the user with username ``user@example.com``.
956

    
957
Now we need to activate that user. Return to a command prompt at node1 and run:
958

    
959
.. code-block:: console
960

    
961
    root@node1:~ # snf-manage user-list
962

    
963
This command should show you a list with only one user; the one we just created.
964
This user should have an id with a value of ``1`` and flag "active" and
965
"verified" set to False. Now run:
966

    
967
.. code-block:: console
968

    
969
    root@node1:~ # snf-manage user-modify 1 --verify --accept
970

    
971
This verifies the user email and activates the user.
972
When running in production, the activation is done automatically with different
973
types of moderation, that Astakos supports. You can see the moderation methods
974
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
975
documentation. In production, you can also manually activate a user, by sending
976
him/her an activation email. See how to do this at the :ref:`User
977
activation <user_activation>` section.
978

    
979
Now let's go back to the homepage. Open ``http://node1.example.com/astkos/ui/`` with
980
your browser again. Try to sign in using your new credentials. If the astakos
981
menu appears and you can see your profile, then you have successfully setup
982
Astakos.
983

    
984
Let's continue to install Pithos now.
985

    
986

    
987
Installation of Pithos on node2
988
===============================
989

    
990
To install Pithos, grab the packages from our repository (make sure  you made
991
the additions needed in your ``/etc/apt/sources.list`` file, as described
992
previously), by running:
993

    
994
.. code-block:: console
995

    
996
   # apt-get install snf-pithos-app snf-pithos-backend
997

    
998
Now, install the pithos web interface:
999

    
1000
.. code-block:: console
1001

    
1002
   # apt-get install snf-pithos-webclient
1003

    
1004
This package provides the standalone pithos web client. The web client is the
1005
web UI for Pithos and will be accessible by clicking "pithos" on the Astakos
1006
interface's cloudbar, at the top of the Astakos homepage.
1007

    
1008

    
1009
.. _conf-pithos:
1010

    
1011
Configuration of Pithos
1012
=======================
1013

    
1014
Conf Files
1015
----------
1016

    
1017
After Pithos is successfully installed, you will find the directory
1018
``/etc/synnefo`` and some configuration files inside it, as you did in node1
1019
after installation of astakos. Here, you will not have to change anything that
1020
has to do with snf-common or snf-webproject. Everything is set at node1. You
1021
only need to change settings that have to do with Pithos. Specifically:
1022

    
1023
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
1024
this options:
1025

    
1026
.. code-block:: console
1027

    
1028
   ASTAKOS_AUTH_URL = 'https://node1.example.com/astakos/identity/v2.0'
1029

    
1030
   PITHOS_BASE_URL = 'https://node2.example.com/pithos'
1031
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1032
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
1033

    
1034
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w'
1035

    
1036

    
1037
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the Pithos app where to
1038
find the Pithos backend database. Above we tell Pithos that its database is
1039
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
1040
``example_passw0rd``.  All those settings where setup during node1's "Database
1041
setup" section.
1042

    
1043
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the Pithos app where to find
1044
the Pithos backend data. Above we tell Pithos to store its data under
1045
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
1046
directory at node1's "Pithos data directory setup" section.
1047

    
1048
The ``ASTAKOS_AUTH_URL`` option informs the Pithos app where Astakos is.
1049
The Astakos service is used for user management (authentication, quotas, etc.)
1050

    
1051
The ``PITHOS_BASE_URL`` setting must point to the top-level Pithos URL.
1052

    
1053
The ``PITHOS_SERVICE_TOKEN`` is the token used for authentication with astakos.
1054
It can be retrieved by running on the Astakos node (node1 in our case):
1055

    
1056
.. code-block:: console
1057

    
1058
   # snf-manage component-list
1059

    
1060
The token has been generated automatically during the :ref:`Pithos service
1061
registration <services-reg>`.
1062

    
1063
The ``PITHOS_UPDATE_MD5`` option by default disables the computation of the
1064
object checksums. This results to improved performance during object uploading.
1065
However, if compatibility with the OpenStack Object Storage API is important
1066
then it should be changed to ``True``.
1067

    
1068
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
1069
Pithos web UI with the astakos web UI (through the top cloudbar):
1070

    
1071
.. code-block:: console
1072

    
1073
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1074
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
1075
    CLOUDBAR_MENU_URL = 'https://node1.example.com/astakos/ui/get_menu'
1076

    
1077
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
1078
cloudbar.
1079

    
1080
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
1081
Pithos web client to get from astakos all the information needed to fill its
1082
own cloudbar. So we put our astakos deployment urls there.
1083

    
1084
The ``PITHOS_OAUTH2_CLIENT_CREDENTIALS`` setting is used by the pithos view
1085
in order to authenticate itself with astakos during the authorization grant
1086
procedure and it should container the credentials issued for the pithos view
1087
in `the pithos view registration step`__.
1088

    
1089
__ pithos_view_registration_
1090

    
1091
Pooling and Greenlets
1092
---------------------
1093

    
1094
Pithos is pooling-ready without the need of further configuration, because it
1095
doesn't use a Django DB. It pools HTTP connections to Astakos and pithos
1096
backend objects for access to the Pithos DB.
1097

    
1098
However, as in Astakos, since we are running with Greenlets, it is also
1099
recommended to modify psycopg2 behavior so it works properly in a greenlet
1100
context. This means adding the following lines at the top of your
1101
``/etc/synnefo/10-snf-webproject-database.conf`` file:
1102

    
1103
.. code-block:: console
1104

    
1105
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
1106
    make_psycopg_green()
1107

    
1108
Furthermore, add the ``--worker-class=gevent`` (or ``--worker-class=sync`` as
1109
mentioned above, depending on your setup) argument on your
1110
``/etc/gunicorn.d/synnefo`` configuration file. The file should look something
1111
like this:
1112

    
1113
.. code-block:: console
1114

    
1115
    CONFIG = {
1116
     'mode': 'django',
1117
     'environment': {
1118
       'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
1119
     },
1120
     'working_dir': '/etc/synnefo',
1121
     'user': 'www-data',
1122
     'group': 'www-data',
1123
     'args': (
1124
       '--bind=127.0.0.1:8080',
1125
       '--workers=4',
1126
       '--worker-class=gevent',
1127
       '--log-level=debug',
1128
       '--timeout=43200'
1129
     ),
1130
    }
1131

    
1132
Stamp Database Revision
1133
-----------------------
1134

    
1135
Pithos uses the alembic_ database migrations tool.
1136

    
1137
.. _alembic: http://alembic.readthedocs.org
1138

    
1139
After a successful installation, we should stamp it at the most recent
1140
revision, so that future migrations know where to start upgrading in
1141
the migration history.
1142

    
1143
.. code-block:: console
1144

    
1145
    root@node2:~ # pithos-migrate stamp head
1146

    
1147
Servers Initialization
1148
----------------------
1149

    
1150
After configuration is done, we initialize the servers on node2:
1151

    
1152
.. code-block:: console
1153

    
1154
    root@node2:~ # /etc/init.d/gunicorn restart
1155
    root@node2:~ # /etc/init.d/apache2 restart
1156

    
1157
You have now finished the Pithos setup. Let's test it now.
1158

    
1159

    
1160
Testing of Pithos
1161
=================
1162

    
1163
Open your browser and go to the Astakos homepage:
1164

    
1165
``http://node1.example.com/astakos``
1166

    
1167
Login, and you will see your profile page. Now, click the "pithos" link on the
1168
top black cloudbar. If everything was setup correctly, this will redirect you
1169
to:
1170

    
1171

    
1172
and you will see the blue interface of the Pithos application.  Click the
1173
orange "Upload" button and upload your first file. If the file gets uploaded
1174
successfully, then this is your first sign of a successful Pithos installation.
1175
Go ahead and experiment with the interface to make sure everything works
1176
correctly.
1177

    
1178
You can also use the Pithos clients to sync data from your Windows PC or MAC.
1179

    
1180
If you don't stumble on any problems, then you have successfully installed
1181
Pithos, which you can use as a standalone File Storage Service.
1182

    
1183
If you would like to do more, such as:
1184

    
1185
    * Spawning VMs
1186
    * Spawning VMs from Images stored on Pithos
1187
    * Uploading your custom Images to Pithos
1188
    * Spawning VMs from those custom Images
1189
    * Registering existing Pithos files as Images
1190
    * Connect VMs to the Internet
1191
    * Create Private Networks
1192
    * Add VMs to Private Networks
1193

    
1194
please continue with the rest of the guide.
1195

    
1196

    
1197
Cyclades Prerequisites
1198
======================
1199

    
1200
Before proceeding with the Cyclades installation, make sure you have
1201
successfully set up Astakos and Pithos first, because Cyclades depends on
1202
them. If you don't have a working Astakos and Pithos installation yet, please
1203
return to the :ref:`top <quick-install-admin-guide>` of this guide.
1204

    
1205
Besides Astakos and Pithos, you will also need a number of additional working
1206
prerequisites, before you start the Cyclades installation.
1207

    
1208
Ganeti
1209
------
1210

    
1211
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
1212
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
1213
Please refer to the
1214
`ganeti documentation <http://docs.ganeti.org/ganeti/2.8/html>`_ for all the
1215
gory details. A successful Ganeti installation concludes with a working
1216
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
1217
<GANETI_NODES>`.
1218

    
1219
The above Ganeti cluster can run on different physical machines than node1 and
1220
node2 and can scale independently, according to your needs.
1221

    
1222
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
1223
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
1224
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
1225

    
1226
We highly recommend that you read the official Ganeti documentation, if you are
1227
not familiar with Ganeti.
1228

    
1229
Unfortunately, the current stable version of the stock Ganeti (v2.6.2) doesn't
1230
support IP pool management. This feature will be available in Ganeti >= 2.7.
1231
Synnefo depends on the IP pool functionality of Ganeti, so you have to use
1232
GRNET provided packages until stable 2.7 is out. These packages will also install
1233
the proper version of Ganeti. To do so:
1234

    
1235
.. code-block:: console
1236

    
1237
   # apt-get install snf-ganeti ganeti-htools
1238

    
1239
Ganeti will make use of drbd. To enable this and make the configuration pemanent
1240
you have to do the following :
1241

    
1242
.. code-block:: console
1243

    
1244
		# rmmod -f drbd && modprobe drbd minor_count=255 usermode_helper=/bin/true
1245
		# echo 'drbd minor_count=255 usermode_helper=/bin/true' >> /etc/modules
1246

    
1247

    
1248
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
1249
both nodes, choose a domain name that resolves to a valid floating IP (let's
1250
say it's ``ganeti.node1.example.com``). This IP is needed to communicate with
1251
the Ganeti cluster. Make sure node1 and node2 have same dsa,rsa keys and authorised_keys
1252
for password-less root ssh between each other. If not then skip passing --no-ssh-init but be
1253
aware that it will replace /root/.ssh/* related files and you might lose access to master node.
1254
Also, Ganeti will need a volume to host your VMs' disks. So, make sure there is an lvm volume
1255
group named ``ganeti``. Finally, setup a bridge interface on the host machines (e.g: br0). This
1256
will be needed for the network configuration afterwards.
1257

    
1258
Then run on node1:
1259

    
1260
.. code-block:: console
1261

    
1262
    root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init \
1263
                    --no-etc-hosts --vg-name=ganeti --nic-parameters link=br0 \
1264
                    --master-netdev eth0 ganeti.node1.example.com
1265
    root@node1:~ # gnt-cluster modify --default-iallocator hail
1266
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
1267
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
1268

    
1269
    root@node1:~ # gnt-node add --no-ssh-key-check --master-capable=yes \
1270
                    --vm-capable=yes node2.example.com
1271
    root@node1:~ # gnt-cluster modify --disk-parameters=drbd:metavg=ganeti
1272
    root@node1:~ # gnt-group modify --disk-parameters=drbd:metavg=ganeti default
1273

    
1274
You can verify that the ganeti cluster is successfully setup,by running on the
1275
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
1276

    
1277
.. code-block:: console
1278

    
1279
   # gnt-cluster verify
1280

    
1281
For any problems you may stumble upon installing Ganeti, please refer to the
1282
`official documentation <http://docs.ganeti.org/ganeti/2.6/html>`_. Installation
1283
of Ganeti is out of the scope of this guide.
1284

    
1285
.. _cyclades-install-snfimage:
1286

    
1287
snf-image
1288
---------
1289

    
1290
Installation
1291
~~~~~~~~~~~~
1292
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
1293
you need the :ref:
1294
`snf-image <http://www.synnefo.org/docs/snf-image/latest/index.html>` OS
1295
Definition installed on *all* VM-capable Ganeti nodes. This means we need
1296
:ref:`snf-image <http://www.synnefo.org/docs/snf-image/latest/index.html>` on
1297
node1 and node2. You can do this by running on *both* nodes:
1298

    
1299
.. code-block:: console
1300

    
1301
   # apt-get install snf-image snf-pithos-backend python-psycopg2
1302

    
1303
snf-image also needs the `snf-pithos-backend <snf-pithos-backend>`, to be able
1304
to handle image files stored on Pithos. It also needs `python-psycopg2` to be
1305
able to access the Pithos database. This is why, we also install them on *all*
1306
VM-capable Ganeti nodes.
1307

    
1308
.. warning::
1309
		snf-image uses ``curl`` for handling URLs. This means that it will
1310
		not  work out of the box if you try to use URLs served by servers which do
1311
		not have a valid certificate. In case you haven't followed the guide's
1312
		directions about the certificates,in order to circumvent this you should edit the file
1313
		``/etc/default/snf-image``. Change ``#CURL="curl"`` to ``CURL="curl -k"`` on every node.
1314

    
1315
Configuration
1316
~~~~~~~~~~~~~
1317
snf-image supports native access to Images stored on Pithos. This means that
1318
it can talk directly to the Pithos backend, without the need of providing a
1319
public URL. More details, are described in the next section. For now, the only
1320
thing we need to do, is configure snf-image to access our Pithos backend.
1321

    
1322
To do this, we need to set the corresponding variables in
1323
``/etc/default/snf-image``, to reflect our Pithos setup:
1324

    
1325
.. code-block:: console
1326

    
1327
    PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
1328

    
1329
    PITHOS_DATA="/srv/pithos/data"
1330

    
1331
If you have installed your Ganeti cluster on different nodes than node1 and
1332
node2 make sure that ``/srv/pithos/data`` is visible by all of them.
1333

    
1334
If you would like to use Images that are also/only stored locally, you need to
1335
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
1336
Pithos.
1337

    
1338
Testing
1339
~~~~~~~
1340
You can test that snf-image is successfully installed by running on the
1341
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
1342

    
1343
.. code-block:: console
1344

    
1345
   # gnt-os diagnose
1346

    
1347
This should return ``valid`` for snf-image.
1348

    
1349
If you are interested to learn more about snf-image's internals (and even use
1350
it alongside Ganeti without Synnefo), please see
1351
`here <http://www.synnefo.org/docs/snf-image/latest/index.html>`_ for information
1352
concerning installation instructions, documentation on the design and
1353
implementation, and supported Image formats.
1354

    
1355
.. _snf-image-images:
1356

    
1357
Actual Images for snf-image
1358
---------------------------
1359

    
1360
Now that snf-image is installed successfully we need to provide it with some
1361
Images.
1362
:ref:`snf-image <http://www.synnefo.org/docs/snf-image/latest/index.html>`
1363
supports Images stored in ``extdump``, ``ntfsdump`` or ``diskdump`` format. We
1364
recommend the use of the ``diskdump`` format. For more information about
1365
snf-image Image formats see `here
1366
<http://www.synnefo.org/docs/snf-image/latest/usage.html#image-format>`_.
1367

    
1368
:ref:`snf-image <http://www.synnefo.org/docs/snf-image/latest/index.html>`
1369
also supports three (3) different locations for the above Images to be stored:
1370

    
1371
    * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR``
1372
      in :file:`/etc/default/snf-image`)
1373
    * On a remote host (accessible via public URL e.g: http://... or ftp://...)
1374
    * On Pithos (accessible natively, not only by its public URL)
1375

    
1376
For the purpose of this guide, we will use the Debian Squeeze Base Image found
1377
on the official `snf-image page
1378
<http://www.synnefo.org/docs/snf-image/latest/usage.html#sample-images>`_. The
1379
image is of type ``diskdump``. We will store it in our new Pithos installation.
1380

    
1381
To do so, do the following:
1382

    
1383
a) Download the Image from the official snf-image page.
1384

    
1385
b) Upload the Image to your Pithos installation, either using the Pithos Web
1386
   UI or the command line client `kamaki
1387
   <http://www.synnefo.org/docs/kamaki/latest/index.html>`_.
1388

    
1389
Once the Image is uploaded successfully, download the Image's metadata file
1390
from the official snf-image page. You will need it, for spawning a VM from
1391
Ganeti, in the next section.
1392

    
1393
Of course, you can repeat the procedure to upload more Images, available from
1394
the `official snf-image page
1395
<http://www.synnefo.org/docs/snf-image/latest/usage.html#sample-images>`_.
1396

    
1397
.. _ganeti-with-pithos-images:
1398

    
1399
Spawning a VM from a Pithos Image, using Ganeti
1400
-----------------------------------------------
1401

    
1402
Now, it is time to test our installation so far. So, we have Astakos and
1403
Pithos installed, we have a working Ganeti installation, the snf-image
1404
definition installed on all VM-capable nodes and a Debian Squeeze Image on
1405
Pithos. Make sure you also have the `metadata file
1406
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
1407

    
1408
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
1409

    
1410
.. code-block:: console
1411

    
1412
   # gnt-instance add -o snf-image+default --os-parameters \
1413
                      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"}' \
1414
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1415
                      testvm1
1416

    
1417
In the above command:
1418

    
1419
 * ``img_passwd``: the arbitrary root password of your new instance
1420
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1421
 * ``img_id``: If you want to deploy an Image stored on Pithos (our case), this
1422
               should have the format ``pithos://<UUID>/<container>/<filename>``:
1423
               * ``UUID``: the username found in Cyclades Web UI under API access
1424
               * ``container``: ``pithos`` (default, if the Web UI was used)
1425
               * ``filename``: the name of file (visible also from the Web UI)
1426
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1427
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1428
                       <http://www.synnefo.org/docs/snf-image/latest/usage.html#image-properties>`_
1429

    
1430
If the ``gnt-instance add`` command returns successfully, then run:
1431

    
1432
.. code-block:: console
1433

    
1434
   # gnt-instance info testvm1 | grep "console connection"
1435

    
1436
to find out where to connect using VNC. If you can connect successfully and can
1437
login to your new instance using the root password ``my_vm_example_passw0rd``,
1438
then everything works as expected and you have your new Debian Base VM up and
1439
running.
1440

    
1441
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1442
to access the Pithos database and the Pithos backend data (newer versions
1443
require UUID instead of a username). Another issue you may encounter is that in
1444
relatively slow setups, you may need to raise the default HELPER_*_TIMEOUTS in
1445
/etc/default/snf-image. Also, make sure you gave the correct ``img_id`` and
1446
``img_properties``. If ``gnt-instance add`` succeeds but you cannot connect,
1447
again find out what went wrong. Do *NOT* proceed to the next steps unless you
1448
are sure everything works till this point.
1449

    
1450
If everything works, you have successfully connected Ganeti with Pithos. Let's
1451
move on to networking now.
1452

    
1453
.. warning::
1454

    
1455
    You can bypass the networking sections and go straight to
1456
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1457
    the Cyclades Network Service, but only the Cyclades Compute Service
1458
    (recommended for now).
1459

    
1460
Networking Setup Overview
1461
-------------------------
1462

    
1463
This part is deployment-specific and must be customized based on the specific
1464
needs of the system administrator. However, to do so, the administrator needs
1465
to understand how each level handles Virtual Networks, to be able to setup the
1466
backend appropriately, before installing Cyclades. To do so, please read the
1467
:ref:`Network <networks>` section before proceeding.
1468

    
1469
Since synnefo 0.11 all network actions are managed with the snf-manage
1470
network-* commands. This needs the underlying setup (Ganeti, nfdhcpd,
1471
snf-network, bridges, vlans) to be already configured correctly. The only
1472
actions needed in this point are:
1473

    
1474
a) Have Ganeti with IP pool management support installed.
1475

    
1476
b) Install :ref:`snf-network <snf-network>`, which provides a synnefo specific kvm-ifup script, etc.
1477

    
1478
c) Install :ref:`nfdhcpd <nfdhcpd>`, which serves DHCP requests of the VMs.
1479

    
1480
In order to test that everything is setup correctly before installing Cyclades,
1481
we will make some testing actions in this section, and the actual setup will be
1482
done afterwards with snf-manage commands.
1483

    
1484
.. _snf-network:
1485

    
1486
snf-network
1487
~~~~~~~~~~~
1488

    
1489
snf-network includes `kvm-vif-bridge` script that is invoked every time
1490
a tap (a VM's NIC) is created. Based on environment variables passed by
1491
Ganeti it issues various commands depending on the network type the NIC is
1492
connected to and sets up a corresponding dhcp lease.
1493

    
1494
Install snf-network on all Ganeti nodes:
1495

    
1496
.. code-block:: console
1497

    
1498
   # apt-get install snf-network
1499

    
1500
Then, in :file:`/etc/default/snf-network` set:
1501

    
1502
.. code-block:: console
1503

    
1504
   MAC_MASK=ff:ff:f0:00:00:00
1505

    
1506
.. _nfdhcpd:
1507

    
1508
nfdhcpd
1509
~~~~~~~
1510

    
1511
Each NIC's IP is chosen by Ganeti (with IP pool management support).
1512
`kvm-vif-bridge` script sets up dhcp leases and when the VM boots and
1513
makes a dhcp request, iptables will mangle the packet and `nfdhcpd` will
1514
create a dhcp response.
1515

    
1516
.. code-block:: console
1517

    
1518
   # apt-get install nfqueue-bindings-python=0.3+physindev-1
1519
   # apt-get install nfdhcpd
1520

    
1521
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1522
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1523
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1524
VMs. Once you are finished, restart the server on all nodes:
1525

    
1526
.. code-block:: console
1527

    
1528
   # /etc/init.d/nfdhcpd restart
1529

    
1530
If you are using ``ferm``, then you need to run the following:
1531

    
1532
.. code-block:: console
1533

    
1534
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1535
   # /etc/init.d/ferm restart
1536

    
1537
or make sure to run after boot:
1538

    
1539
.. code-block:: console
1540

    
1541
   # iptables -t mangle -A PREROUTING -p udp -m udp --dport 67 -j NFQUEUE --queue-num 42
1542

    
1543
and if you have IPv6 enabled:
1544

    
1545
.. code-block:: console
1546

    
1547
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 133 -j NFQUEUE --queue-num 43
1548
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 135 -j NFQUEUE --queue-num 44
1549

    
1550
You can check which clients are currently served by nfdhcpd by running:
1551

    
1552
.. code-block:: console
1553

    
1554
   # kill -SIGUSR1 `cat /var/run/nfdhcpd/nfdhcpd.pid`
1555

    
1556
When you run the above, then check ``/var/log/nfdhcpd/nfdhcpd.log``.
1557

    
1558
Public Network Setup
1559
--------------------
1560

    
1561
To achieve basic networking the simplest way is to have a common bridge (e.g.
1562
``br0``, on the same collision domain with the router) where all VMs will
1563
connect to. Packets will be "forwarded" to the router and then to the Internet.
1564
If you want a more advanced setup (ip-less routing and proxy-arp plese refer to
1565
:ref:`Network <networks>` section).
1566

    
1567
Physical Host Setup
1568
~~~~~~~~~~~~~~~~~~~
1569

    
1570
Assuming ``eth0`` on both hosts is the public interface (directly connected
1571
to the router), run on every node:
1572

    
1573
.. code-block:: console
1574

    
1575
   # apt-get install vlan
1576
   # brctl addbr br0
1577
   # ip link set br0 up
1578
   # vconfig add eth0 100
1579
   # ip link set eth0.100 up
1580
   # brctl addif br0 eth0.100
1581

    
1582

    
1583
Testing a Public Network
1584
~~~~~~~~~~~~~~~~~~~~~~~~
1585

    
1586
Let's assume, that you want to assign IPs from the ``5.6.7.0/27`` range to you
1587
new VMs, with ``5.6.7.1`` as the router's gateway. In Ganeti you can add the
1588
network by running:
1589

    
1590
.. code-block:: console
1591

    
1592
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 --network-type=public --tags=nfdhcpd test-net-public
1593

    
1594
Then, connect the network to all your nodegroups. We assume that we only have
1595
one nodegroup (``default``) in our Ganeti cluster:
1596

    
1597
.. code-block:: console
1598

    
1599
   # gnt-network connect test-net-public default bridged br0
1600

    
1601
Now, it is time to test that the backend infrastracture is correctly setup for
1602
the Public Network. We will add a new VM, the same way we did it on the
1603
previous testing section. However, now will also add one NIC, configured to be
1604
managed from our previously defined network. Run on the GANETI-MASTER (node1):
1605

    
1606
.. code-block:: console
1607

    
1608
   # gnt-instance add -o snf-image+default --os-parameters \
1609
                      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"}' \
1610
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1611
                      --net 0:ip=pool,network=test-net-public \
1612
                      testvm2
1613

    
1614
If the above returns successfully, connect to the new VM through VNC as before and run:
1615

    
1616
.. code-block:: console
1617

    
1618
   root@testvm2:~ # ip addr
1619
   root@testvm2:~ # ip route
1620
   root@testvm2:~ # cat /etc/resolv.conf
1621

    
1622
to check IP address (5.6.7.2), IP routes (default via 5.6.7.1) and DNS config
1623
(nameserver option in nfdhcpd.conf). This shows correct configuration of
1624
ganeti, snf-network and nfdhcpd.
1625

    
1626
Now ping the outside world. If this works too, then you have also configured
1627
correctly your physical host and router.
1628

    
1629
Make sure everything works as expected, before proceeding with the Private
1630
Networks setup.
1631

    
1632
.. _private-networks-setup:
1633

    
1634
Private Networks Setup
1635
----------------------
1636

    
1637
Synnefo supports two types of private networks:
1638

    
1639
 - based on MAC filtering
1640
 - based on physical VLANs
1641

    
1642
Both types provide Layer 2 isolation to the end-user.
1643

    
1644
For the first type a common bridge (e.g. ``prv0``) is needed while for the
1645
second a range of bridges (e.g. ``prv1..prv100``) each bridged on a different
1646
physical VLAN. To this end to assure isolation among end-users' private networks
1647
each has to have different MAC prefix (for the filtering to take place) or to be
1648
"connected" to a different bridge (VLAN actually).
1649

    
1650
Physical Host Setup
1651
~~~~~~~~~~~~~~~~~~~
1652

    
1653
In order to create the necessary VLAN/bridges, one for MAC filtered private
1654
networks and various (e.g. 20) for private networks based on physical VLANs,
1655
run on every node:
1656

    
1657
Assuming ``eth0`` of both hosts are somehow (via cable/switch with VLANs
1658
configured correctly) connected together, run on every node:
1659

    
1660
.. code-block:: console
1661

    
1662
   # modprobe 8021q
1663
   # $iface=eth0
1664
   # for prv in $(seq 0 20); do
1665
        vlan=$prv
1666
        bridge=prv$prv
1667
        vconfig add $iface $vlan
1668
        ifconfig $iface.$vlan up
1669
        brctl addbr $bridge
1670
        brctl setfd $bridge 0
1671
        brctl addif $bridge $iface.$vlan
1672
        ifconfig $bridge up
1673
      done
1674

    
1675
The above will do the following :
1676

    
1677
 * provision 21 new bridges: ``prv0`` - ``prv20``
1678
 * provision 21 new vlans: ``eth0.0`` - ``eth0.20``
1679
 * add the corresponding vlan to the equivalent bridge
1680

    
1681
You can run ``brctl show`` on both nodes to see if everything was setup
1682
correctly.
1683

    
1684
Testing the Private Networks
1685
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1686

    
1687
To test the Private Networks, we will create two instances and put them in the
1688
same Private Networks (one MAC Filtered and one Physical VLAN). This means
1689
that the instances will have a second NIC connected to the ``prv0``
1690
pre-provisioned bridge and a third to ``prv1``.
1691

    
1692
We run the same command as in the Public Network testing section, but with one
1693
more argument for the second NIC:
1694

    
1695
.. code-block:: console
1696

    
1697
   # 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
1698
   # gnt-network connect test-net-prv-mac default bridged prv0
1699

    
1700
   # gnt-network add --network=10.0.0.0/24 --tags=nfdhcpd --network-type=private test-net-prv-vlan
1701
   # gnt-network connect test-net-prv-vlan default bridged prv1
1702

    
1703
   # gnt-instance add -o snf-image+default --os-parameters \
1704
                      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"}' \
1705
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1706
                      --net 0:ip=pool,network=test-net-public \
1707
                      --net 1:ip=pool,network=test-net-prv-mac \
1708
                      --net 2:ip=none,network=test-net-prv-vlan \
1709
                      testvm3
1710

    
1711
   # gnt-instance add -o snf-image+default --os-parameters \
1712
                      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"}' \
1713
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1714
                      --net 0:ip=pool,network=test-net-public \
1715
                      --net 1:ip=pool,network=test-net-prv-mac \
1716
                      --net 2:ip=none,network=test-net-prv-vlan \
1717
                      testvm4
1718

    
1719
Above, we create two instances with first NIC connected to the internet, their
1720
second NIC connected to a MAC filtered private Network and their third NIC
1721
connected to the first Physical VLAN Private Network. Now, connect to the
1722
instances using VNC and make sure everything works as expected:
1723

    
1724
 a) The instances have access to the public internet through their first eth
1725
    interface (``eth0``), which has been automatically assigned a public IP.
1726

    
1727
 b) ``eth1`` will have mac prefix ``aa:00:55``, while ``eth2`` default one (``aa:00:00``)
1728

    
1729
 c) ip link set ``eth1``/``eth2`` up
1730

    
1731
 d) dhclient ``eth1``/``eth2``
1732

    
1733
 e) On testvm3  ping 192.168.1.2/10.0.0.2
1734

    
1735
If everything works as expected, then you have finished the Network Setup at the
1736
backend for both types of Networks (Public & Private).
1737

    
1738
.. _cyclades-gtools:
1739

    
1740
Cyclades Ganeti tools
1741
---------------------
1742

    
1743
In order for Ganeti to be connected with Cyclades later on, we need the
1744
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1745
case). You can install them by running in both nodes:
1746

    
1747
.. code-block:: console
1748

    
1749
   # apt-get install snf-cyclades-gtools
1750

    
1751
This will install the following:
1752

    
1753
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1754
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1755

    
1756
Configure ``snf-cyclades-gtools``
1757
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1758

    
1759
The package will install the ``/etc/synnefo/20-snf-cyclades-gtools-backend.conf``
1760
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1761
that need it:
1762

    
1763
.. code-block:: console
1764

    
1765
  AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1766

    
1767
The above variables should reflect your :ref:`Message Queue setup
1768
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1769

    
1770
Connect ``snf-image`` with ``snf-progress-monitor``
1771
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1772

    
1773
Finally, we need to configure ``snf-image`` to publish progress messages during
1774
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1775
set the corresponding variable to ``snf-progress-monitor``:
1776

    
1777
.. code-block:: console
1778

    
1779
   PROGRESS_MONITOR="snf-progress-monitor"
1780

    
1781
This file should be editted in all Ganeti nodes.
1782

    
1783
.. _rapi-user:
1784

    
1785
Synnefo RAPI user
1786
-----------------
1787

    
1788
As a last step before installing Cyclades, create a new RAPI user that will
1789
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1790
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1791
You can do this, by first running:
1792

    
1793
.. code-block:: console
1794

    
1795
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1796

    
1797
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1798

    
1799
.. code-block:: console
1800

    
1801
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1802

    
1803
More about Ganeti's RAPI users `here.
1804
<http://docs.ganeti.org/ganeti/2.6/html/rapi.html#introduction>`_
1805

    
1806
You have now finished with all needed Prerequisites for Cyclades. Let's move on
1807
to the actual Cyclades installation.
1808

    
1809

    
1810
Installation of Cyclades on node1
1811
=================================
1812

    
1813
This section describes the installation of Cyclades. Cyclades is Synnefo's
1814
Compute service. The Image Service will get installed automatically along with
1815
Cyclades, because it is contained in the same Synnefo component.
1816

    
1817
We will install Cyclades on node1. To do so, we install the corresponding
1818
package by running on node1:
1819

    
1820
.. code-block:: console
1821

    
1822
   # apt-get install snf-cyclades-app memcached python-memcache
1823

    
1824
If all packages install successfully, then Cyclades are installed and we
1825
proceed with their configuration.
1826

    
1827
Since version 0.13, Synnefo uses the VMAPI in order to prevent sensitive data
1828
needed by 'snf-image' to be stored in Ganeti configuration (e.g. VM password).
1829
This is achieved by storing all sensitive information to a CACHE backend and
1830
exporting it via VMAPI. The cache entries are invalidated after the first
1831
request. Synnefo uses `memcached <http://memcached.org/>`_ as a
1832
`Django <https://www.djangoproject.com/>`_ cache backend.
1833

    
1834
Configuration of Cyclades
1835
=========================
1836

    
1837
Conf files
1838
----------
1839

    
1840
After installing Cyclades, a number of new configuration files will appear under
1841
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will describe here
1842
only the minimal needed changes to result with a working system. In general,
1843
sane defaults have been chosen for the most of the options, to cover most of the
1844
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1845
once you get familiar with the different options.
1846

    
1847
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1848

    
1849
.. code-block:: console
1850

    
1851
   CYCLADES_BASE_URL = 'https://node1.example.com/cyclades'
1852
   ASTAKOS_AUTH_URL = 'https://node1.example.com/astakos/identity/v2.0'
1853

    
1854
   CYCLADES_SERVICE_TOKEN = 'cyclades_service_token22w'
1855

    
1856
The ``ASTAKOS_AUTH_URL`` denotes the Astakos endpoint for Cyclades,
1857
which is used for all user management, including authentication.
1858
Since our Astakos, Cyclades, and Pithos installations belong together,
1859
they should all have identical ``ASTAKOS_AUTH_URL`` setting
1860
(see also, :ref:`previously <conf-pithos>`).
1861

    
1862
The ``CYCLADES_BASE_URL`` setting must point to the top-level Cyclades URL.
1863
Appending an extra path (``/cyclades`` here) is recommended in order to
1864
distinguish components, if more than one are installed on the same machine.
1865

    
1866
The ``CYCLADES_SERVICE_TOKEN`` is the token used for authentication with astakos.
1867
It can be retrieved by running on the Astakos node (node1 in our case):
1868

    
1869
.. code-block:: console
1870

    
1871
   # snf-manage component-list
1872

    
1873
The token has been generated automatically during the :ref:`Cyclades service
1874
registration <services-reg>`.
1875

    
1876
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1877

    
1878
.. code-block:: console
1879

    
1880
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1881
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
1882
   CLOUDBAR_MENU_URL = 'https://node1.example.com/astakos/ui/get_menu'
1883

    
1884
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1885
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1886
used by the Cyclades Web UI to get from Astakos all the information needed to
1887
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1888
above should have the same values we put in the corresponding variables in
1889
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1890
:ref:`Pithos configuration <conf-pithos>` section.
1891

    
1892
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1893

    
1894
.. code-block:: console
1895

    
1896
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1897
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1898

    
1899
In this file we configure the Image Service. ``BACKEND_DB_CONNECTION``
1900
denotes the Pithos database (where the Image files are stored). So we set that
1901
to point to our Pithos database. ``BACKEND_BLOCK_PATH`` denotes the actual
1902
Pithos data location.
1903

    
1904
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1905

    
1906
.. code-block:: console
1907

    
1908
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1909

    
1910
The above settings denote the Message Queue. Those settings should have the same
1911
values as in ``/etc/synnefo/20-snf-cyclades-gtools-backend.conf`` file, and
1912
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1913

    
1914
Edit ``/etc/synnefo/20-snf-cyclades-app-vmapi.conf``:
1915

    
1916
.. code-block:: console
1917

    
1918
   VMAPI_CACHE_BACKEND = "memcached://127.0.0.1:11211/?timeout=3600"
1919

    
1920
Edit ``/etc/default/vncauthproxy``:
1921

    
1922
.. code-block:: console
1923

    
1924
   CHUID="nobody:www-data"
1925

    
1926
We have now finished with the basic Cyclades configuration.
1927

    
1928
Database Initialization
1929
-----------------------
1930

    
1931
Once Cyclades is configured, we sync the database:
1932

    
1933
.. code-block:: console
1934

    
1935
   $ snf-manage syncdb
1936
   $ snf-manage migrate
1937

    
1938
and load the initial server flavors:
1939

    
1940
.. code-block:: console
1941

    
1942
   $ snf-manage loaddata flavors
1943

    
1944
If everything returns successfully, our database is ready.
1945

    
1946
Add the Ganeti backend
1947
----------------------
1948

    
1949
In our installation we assume that we only have one Ganeti cluster, the one we
1950
setup earlier.  At this point you have to add this backend (Ganeti cluster) to
1951
cyclades assuming that you have setup the :ref:`Rapi User <rapi-user>`
1952
correctly.
1953

    
1954
.. code-block:: console
1955

    
1956
   $ snf-manage backend-add --clustername=ganeti.node1.example.com --user=cyclades --pass=example_rapi_passw0rd
1957

    
1958
You can see everything has been setup correctly by running:
1959

    
1960
.. code-block:: console
1961

    
1962
   $ snf-manage backend-list
1963

    
1964
Enable the new backend by running:
1965

    
1966
.. code-block::
1967

    
1968
   $ snf-manage backend-modify --drained False 1
1969

    
1970
.. warning:: Since version 0.13, the backend is set to "drained" by default.
1971
    This means that you cannot add VMs to it. The reason for this is that the
1972
    nodes should be unavailable to Synnefo until the Administrator explicitly
1973
    releases them. To change this setting, use ``snf-manage backend-modify
1974
    --drained False <backend-id>``.
1975

    
1976
If something is not set correctly, you can modify the backend with the
1977
``snf-manage backend-modify`` command. If something has gone wrong, you could
1978
modify the backend to reflect the Ganeti installation by running:
1979

    
1980
.. code-block:: console
1981

    
1982
   $ snf-manage backend-modify --clustername "ganeti.node1.example.com"
1983
                               --user=cyclades
1984
                               --pass=example_rapi_passw0rd
1985
                               1
1986

    
1987
``clustername`` denotes the Ganeti-cluster's name. We provide the corresponding
1988
domain that resolves to the master IP, than the IP itself, to ensure Cyclades
1989
can talk to Ganeti even after a Ganeti master-failover.
1990

    
1991
``user`` and ``pass`` denote the RAPI user's username and the RAPI user's
1992
password.  Once we setup the first backend to point at our Ganeti cluster, we
1993
update the Cyclades backends status by running:
1994

    
1995
.. code-block:: console
1996

    
1997
   $ snf-manage backend-update-status
1998

    
1999
Cyclades can manage multiple Ganeti backends, but for the purpose of this
2000
guide,we won't get into more detail regarding mulitple backends. If you want to
2001
learn more please see /*TODO*/.
2002

    
2003
Add a Public Network
2004
----------------------
2005

    
2006
Cyclades supports different Public Networks on different Ganeti backends.
2007
After connecting Cyclades with our Ganeti cluster, we need to setup a Public
2008
Network for this Ganeti backend (`id = 1`). The basic setup is to bridge every
2009
created NIC on a bridge. After having a bridge (e.g. br0) created in every
2010
backend node edit Synnefo setting CUSTOM_BRIDGED_BRIDGE to 'br0':
2011

    
2012
.. code-block:: console
2013

    
2014
   $ snf-manage network-create --subnet=5.6.7.0/27 \
2015
                               --gateway=5.6.7.1 \
2016
                               --subnet6=2001:648:2FFC:1322::/64 \
2017
                               --gateway6=2001:648:2FFC:1322::1 \
2018
                               --public --dhcp=True --flavor=CUSTOM \
2019
                               --link=br0 --mode=bridged \
2020
                               --name=public_network \
2021
                               --backend-id=1
2022

    
2023
This will create the Public Network on both Cyclades and the Ganeti backend. To
2024
make sure everything was setup correctly, also run:
2025

    
2026
.. code-block:: console
2027

    
2028
   $ snf-manage reconcile-networks
2029

    
2030
You can see all available networks by running:
2031

    
2032
.. code-block:: console
2033

    
2034
   $ snf-manage network-list
2035

    
2036
and inspect each network's state by running:
2037

    
2038
.. code-block:: console
2039

    
2040
   $ snf-manage network-inspect <net_id>
2041

    
2042
Finally, you can see the networks from the Ganeti perspective by running on the
2043
Ganeti MASTER:
2044

    
2045
.. code-block:: console
2046

    
2047
   $ gnt-network list
2048
   $ gnt-network info <network_name>
2049

    
2050
Create pools for Private Networks
2051
---------------------------------
2052

    
2053
To prevent duplicate assignment of resources to different private networks,
2054
Cyclades supports two types of pools:
2055

    
2056
 - MAC prefix Pool
2057
 - Bridge Pool
2058

    
2059
As long as those resourses have been provisioned, admin has to define two
2060
these pools in Synnefo:
2061

    
2062

    
2063
.. code-block:: console
2064

    
2065
   root@testvm1:~ # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
2066

    
2067
   root@testvm1:~ # snf-manage pool-create --type=bridge --base=prv --size=20
2068

    
2069
Also, change the Synnefo setting in :file:`20-snf-cyclades-app-api.conf`:
2070

    
2071
.. code-block:: console
2072

    
2073
   DEFAULT_MAC_FILTERED_BRIDGE = 'prv0'
2074

    
2075
Servers restart
2076
---------------
2077

    
2078
Restart gunicorn on node1:
2079

    
2080
.. code-block:: console
2081

    
2082
   # /etc/init.d/gunicorn restart
2083

    
2084
Now let's do the final connections of Cyclades with Ganeti.
2085

    
2086
``snf-dispatcher`` initialization
2087
---------------------------------
2088

    
2089
``snf-dispatcher`` dispatches all messages published to the Message Queue and
2090
manages the Cyclades database accordingly. It also initializes all exchanges. By
2091
default it is not enabled during installation of Cyclades, so let's enable it in
2092
its configuration file ``/etc/default/snf-dispatcher``:
2093

    
2094
.. code-block:: console
2095

    
2096
   SNF_DSPTCH_ENABLE=true
2097

    
2098
and start the daemon:
2099

    
2100
.. code-block:: console
2101

    
2102
   # /etc/init.d/snf-dispatcher start
2103

    
2104
You can see that everything works correctly by tailing its log file
2105
``/var/log/synnefo/dispatcher.log``.
2106

    
2107
``snf-ganeti-eventd`` on GANETI MASTER
2108
--------------------------------------
2109

    
2110
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
2111
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
2112
The daemon is already installed on the GANETI MASTER (node1 in our case).
2113
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
2114
installation, so we enable it in its configuration file
2115
``/etc/default/snf-ganeti-eventd``:
2116

    
2117
.. code-block:: console
2118

    
2119
   SNF_EVENTD_ENABLE=true
2120

    
2121
and start the daemon:
2122

    
2123
.. code-block:: console
2124

    
2125
   # /etc/init.d/snf-ganeti-eventd start
2126

    
2127
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
2128

    
2129
Apply Quota
2130
-----------
2131

    
2132
The following commands will check and fix the integrity of user quota.
2133
In a freshly installed system, these commands have no effect and can be
2134
skipped.
2135

    
2136
.. code-block:: console
2137

    
2138
   node1 # snf-manage quota --sync
2139
   node1 # snf-manage reconcile-resources-astakos --fix
2140
   node2 # snf-manage reconcile-resources-pithos --fix
2141
   node1 # snf-manage reconcile-resources-cyclades --fix
2142

    
2143
VM stats configuration
2144
----------------------
2145

    
2146
Please refer to the documentation in the :ref:`admin guide <admin-guide-stats>`
2147
for deploying and configuring snf-stats-app and collectd.
2148

    
2149

    
2150
If all the above return successfully, then you have finished with the Cyclades
2151
installation and setup.
2152

    
2153
Let's test our installation now.
2154

    
2155

    
2156
Testing of Cyclades
2157
===================
2158

    
2159
Cyclades Web UI
2160
---------------
2161

    
2162
First of all we need to test that our Cyclades Web UI works correctly. Open your
2163
browser and go to the Astakos home page. Login and then click 'cyclades' on the
2164
top cloud bar. This should redirect you to:
2165

    
2166
 `http://node1.example.com/cyclades/ui/`
2167

    
2168
and the Cyclades home page should appear. If not, please go back and find what
2169
went wrong. Do not proceed if you don't see the Cyclades home page.
2170

    
2171
If the Cyclades home page appears, click on the orange button 'New machine'. The
2172
first step of the 'New machine wizard' will appear. This step shows all the
2173
available Images from which you can spawn new VMs. The list should be currently
2174
empty, as we haven't registered any Images yet. Close the wizard and browse the
2175
interface (not many things to see yet). If everything seems to work, let's
2176
register our first Image file.
2177

    
2178
Cyclades Images
2179
---------------
2180

    
2181
To test our Cyclades installation, we will use an Image stored on Pithos to
2182
spawn a new VM from the Cyclades interface. We will describe all steps, even
2183
though you may already have uploaded an Image on Pithos from a :ref:`previous
2184
<snf-image-images>` section:
2185

    
2186
 * Upload an Image file to Pithos
2187
 * Register that Image file to Cyclades
2188
 * Spawn a new VM from that Image from the Cyclades Web UI
2189

    
2190
We will use the `kamaki <http://www.synnefo.org/docs/kamaki/latest/index.html>`_
2191
command line client to do the uploading and registering of the Image.
2192

    
2193
Installation of `kamaki`
2194
~~~~~~~~~~~~~~~~~~~~~~~~
2195

    
2196
You can install `kamaki` anywhere you like, since it is a standalone client of
2197
the APIs and talks to the installation over `http`. For the purpose of this
2198
guide we will assume that we have downloaded the `Debian Squeeze Base Image
2199
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ and stored it under node1's
2200
``/srv/images`` directory. For that reason we will install `kamaki` on node1,
2201
too. We do this by running:
2202

    
2203
.. code-block:: console
2204

    
2205
   # apt-get install kamaki
2206

    
2207
Configuration of kamaki
2208
~~~~~~~~~~~~~~~~~~~~~~~
2209

    
2210
Now we need to setup kamaki, by adding the appropriate URLs and tokens of our
2211
installation. We do this by running:
2212

    
2213
.. code-block:: console
2214

    
2215
   $ kamaki config set cloud.default.url \
2216
       "https://node1.example.com/astakos/identity/v2.0"
2217
   $ kamaki config set cloud.default.token USER_TOKEN
2218

    
2219
Both the Authentication URL and the USER_TOKEN appear on the user's
2220
`API access` web page on the Astakos Web UI.
2221

    
2222
You can see that the new configuration options have been applied correctly,
2223
either by checking the editable file ``~/.kamakirc`` or by running:
2224

    
2225
.. code-block:: console
2226

    
2227
   $ kamaki config list
2228

    
2229
A quick test to check that kamaki is configured correctly, is to try to
2230
authenticate a user based on his/her token (in this case the user is you):
2231

    
2232
.. code-block:: console
2233

    
2234
  $ kamaki user authenticate
2235

    
2236
The above operation provides various user information, e.g. UUID (the unique
2237
user id) which might prove useful in some operations.
2238

    
2239
Upload an Image file to Pithos
2240
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2241

    
2242
Now, that we have set up `kamaki` we will upload the Image that we have
2243
downloaded and stored under ``/srv/images/``. Although we can upload the Image
2244
under the root ``Pithos`` container (as you may have done when uploading the
2245
Image from the Pithos Web UI), we will create a new container called ``images``
2246
and store the Image under that container. We do this for two reasons:
2247

    
2248
a) To demonstrate how to create containers other than the default ``Pithos``.
2249
   This can be done only with the `kamaki` client and not through the Web UI.
2250

    
2251
b) As a best organization practise, so that you won't have your Image files
2252
   tangled along with all your other Pithos files and directory structures.
2253

    
2254
We create the new ``images`` container by running:
2255

    
2256
.. code-block:: console
2257

    
2258
   $ kamaki container create images
2259

    
2260
To check if the container has been created, list all containers of your
2261
account:
2262

    
2263
.. code-block:: console
2264

    
2265
  $ kamaki file list /images
2266

    
2267
Then, we upload the Image file to that container:
2268

    
2269
.. code-block:: console
2270

    
2271
   $ kamaki file upload /srv/images/debian_base-6.0-7-x86_64.diskdump /images
2272

    
2273
The first is the local path and the second is the remote container on Pithos.
2274
Check if the file has been uploaded, by listing the container contents:
2275

    
2276
.. code-block:: console
2277

    
2278
  $ kamaki file list /images
2279

    
2280
Alternatively check if the new container and file appear on the Pithos Web UI.
2281

    
2282
Register an existing Image file to Cyclades
2283
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2284

    
2285
For the purposes of the following example, we assume that the user UUID is
2286
``u53r-un1qu3-1d``.
2287

    
2288
Once the Image file has been successfully uploaded on Pithos then we register
2289
it to Cyclades, by running:
2290

    
2291
.. code-block:: console
2292

    
2293
   $ kamaki image register --name "Debian Base" \
2294
                           --location /images/debian_base-6.0-11-x86_64.diskdump \
2295
                           --public \
2296
                           --disk-format=diskdump \
2297
                           --property OSFAMILY=linux --property ROOT_PARTITION=1 \
2298
                           --property description="Debian Squeeze Base System" \
2299
                           --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \
2300
                           --property sortorder=1 --property USERS=root --property OS=debian
2301

    
2302
This command registers the Pithos file
2303
``pithos://u53r-un1qu3-1d/images/debian_base-6.0-11-x86_64.diskdump`` as an
2304
Image in Cyclades. This Image will be public (``--public``), so all users will
2305
be able to spawn VMs from it and is of type ``diskdump``. The first two
2306
properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest
2307
properties are optional, but recommended, so that the Images appear nicely on
2308
the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The
2309
``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable
2310
inside the ``20-snf-cyclades-app-ui.conf`` configuration file.
2311

    
2312
``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed
2313
from Cyclades to Ganeti and then `snf-image` (also see
2314
:ref:`previous section <ganeti-with-pithos-images>`). All other properties are
2315
used to show information on the Cyclades UI.
2316

    
2317
Spawn a VM from the Cyclades Web UI
2318
-----------------------------------
2319

    
2320
If the registration completes successfully, then go to the Cyclades Web UI from
2321
your browser at:
2322

    
2323
 `https://node1.example.com/cyclades/ui/`
2324

    
2325
Click on the 'New Machine' button and the first step of the wizard will appear.
2326
Click on 'My Images' (right after 'System' Images) on the left pane of the
2327
wizard. Your previously registered Image "Debian Base" should appear under
2328
'Available Images'. If not, something has gone wrong with the registration. Make
2329
sure you can see your Image file on the Pithos Web UI and ``kamaki image
2330
register`` returns successfully with all options and properties as shown above.
2331

    
2332
If the Image appears on the list, select it and complete the wizard by selecting
2333
a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you
2334
write down your password, because you *WON'T* be able to retrieve it later.
2335

    
2336
If everything was setup correctly, after a few minutes your new machine will go
2337
to state 'Running' and you will be able to use it. Click 'Console' to connect
2338
through VNC out of band, or click on the machine's icon to connect directly via
2339
SSH or RDP (for windows machines).
2340

    
2341
Congratulations. You have successfully installed the whole Synnefo stack and
2342
connected all components. Go ahead in the next section to test the Network
2343
functionality from inside Cyclades and discover even more features.
2344

    
2345
General Testing
2346
===============
2347

    
2348
Notes
2349
=====
2350