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.. _admin-guide:
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Synnefo Administrator's Guide
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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This is the complete Synnefo Administrator's Guide.
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.. _syn+archip:
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General Synnefo Architecture
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============================
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The following figure shows a detailed view of the whole Synnefo architecture
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and how it interacts with multiple Ganeti clusters. We hope that after reading
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the Administrator's Guide you will be able to understand every component and
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all the interactions between them.
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.. image:: images/synnefo-arch2.png
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   :width: 100%
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   :target: _images/synnefo-arch2.png
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Synnefo also supports RADOS as an alternative storage backend for
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Files/Images/VM disks. You will find the :ref:`corresponding figure
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<syn+archip+rados>` later in this guide.
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Identity Service (Astakos)
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==========================
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Authentication methods
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----------------------
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Astakos supports multiple authentication methods:
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 * local username/password
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 * LDAP / Active Directory
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 * SAML 2.0 (Shibboleth) federated logins
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 * Google
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 * Twitter
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 * LinkedIn
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.. _shibboleth-auth:
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Shibboleth Authentication
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~~~~~~~~~~~~~~~~~~~~~~~~~
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Astakos can delegate user authentication to a Shibboleth federation.
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To setup shibboleth, install package::
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  apt-get install libapache2-mod-shib2
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Change appropriately the configuration files in ``/etc/shibboleth``.
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Add in ``/etc/apache2/sites-available/synnefo-ssl``::
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  ShibConfig /etc/shibboleth/shibboleth2.xml
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  Alias      /shibboleth-sp /usr/share/shibboleth
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  <Location /ui/login/shibboleth>
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    AuthType shibboleth
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    ShibRequireSession On
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    ShibUseHeaders On
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    require valid-user
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  </Location>
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and before the line containing::
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  ProxyPass        / http://localhost:8080/ retry=0
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add::
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  ProxyPass /Shibboleth.sso !
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Then, enable the shibboleth module::
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  a2enmod shib2
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After passing through the apache module, the following tokens should be
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available at the destination::
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  eppn # eduPersonPrincipalName
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  Shib-InetOrgPerson-givenName
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  Shib-Person-surname
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  Shib-Person-commonName
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  Shib-InetOrgPerson-displayName
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  Shib-EP-Affiliation
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  Shib-Session-ID
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Finally, add 'shibboleth' in ``ASTAKOS_IM_MODULES`` list. The variable resides
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inside the file ``/etc/synnefo/20-snf-astakos-app-settings.conf``
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Twitter Authentication
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~~~~~~~~~~~~~~~~~~~~~~
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To enable twitter authentication while signed in under a Twitter account,
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visit dev.twitter.com/apps.
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Click Create an application.
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Fill the necessary information and for callback URL give::
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    https://node1.example.com/ui/login/twitter/authenticated
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Finally, add 'twitter' in ``ASTAKOS_IM_MODULES`` list. The variable resides
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inside the file ``/etc/synnefo/20-snf-astakos-app-settings.conf``
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Google Authentication
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~~~~~~~~~~~~~~~~~~~~~
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To enable google authentication while signed in under a Google account,
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visit https://code.google.com/apis/console/.
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Under API Access select Create another client ID, select Web application,
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expand more options in Your site or hostname section and in Authorized
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Redirect URIs add:
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Fill the necessary information and for callback URL give::
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    https://node1.example.com/ui/login/google/authenticated
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Finally, add 'google' in ``ASTAKOS_IM_MODULES`` list. The variable resides
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inside the file ``/etc/synnefo/20-snf-astakos-app-settings.conf``
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Working with Astakos
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--------------------
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User registration
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~~~~~~~~~~~~~~~~~
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When a new user signs up, he/she is not directly marked as active. You can see 
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his/her state by running (on the machine that runs the Astakos app):
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.. code-block:: console
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   $ snf-manage user-list
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More detailed user status is provided in the `status` field of the `user-show` 
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command:
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.. code-block:: console
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  $ snf-manage user-show <user-id>
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  id                  : 6
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  uuid                : 78661411-5eed-412f-a9ea-2de24f542c2e
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  status              : Accepted/Active (accepted policy: manual)
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  email               : user@synnefo.org
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  ....
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Based on the `astakos-app` configuration, there are several ways for a user to
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get verified and activated in order to be able to login. We discuss the user
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verification and activation flow in the following section.
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User activation flow
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````````````````````
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A user can register for an account using the astakos signup form. Once the form
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is submited successfully a user entry is created in astakos database. That entry
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is passed through the astakos activation backend which handles whether the user
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should be automatically verified and activated.
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Email verification
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``````````````````
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The verification process takes place in order to ensure that the user owns the
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email provided during the signup process. By default, after each successful
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signup astakos notifies user with an verification url via email. 
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At this stage:
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    * subsequent registrations invalidate and delete the previous registrations 
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      of the same email address.
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    * in case user misses the initial notification, additional emails can be
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      send either via the url which is prompted to the user if he tries to
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      login, or by the administrator using the ``snf-manage user-activation-send
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      <userid>`` command.
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    * administrator may also enforce a user to get verified using the
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      ``snf-manage user-modify --verify <userid>`` command.
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Account activation
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``````````````````
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Once the user gets verified, it is time for Astakos to decide whether or not to
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proceed through user activation process. If ``ASTAKOS_MODERATION_ENABLED``
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setting is set to ``False`` (default value) user gets activated automatically. 
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In case the moderation is enabled Astakos may still automatically activate the
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user in the following cases:
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    * User email matches any of the regular expressions defined in
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      ``ASTAKOS_RE_USER_EMAIL_PATTERNS`` (defaults to ``[]``)
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    * User used a signup method (e.g. ``shibboleth``) for which automatic
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      activation is enabled (see 
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      :ref:`authentication methods policies <auth_methods_policies>`).
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If all of the above fail to trigger automatic activation, an email is sent to
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the persons listed in ``HELPDESK``, ``MANAGERS`` and ``ADMINS`` settings,
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notifing that there is a new user pending for moderation and that it's up to
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the administrator to decide if the user should be activated. The UI also shows
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a corresponding 'pending moderation' message to the user. The administrator can
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activate a user using the ``snf-manage user-modify`` command:
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.. code-block:: console
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    # command to activate a pending user
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    $ snf-manage user-modify --accept <userid>
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    # command to reject a pending user
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    $ snf-manage user-modify --reject --reject-reason="spammer" <userid>
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Once the activation process finishes, a greeting message is sent to the user
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email address and a notification for the activation to the persons listed in
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``HELPDESK``, ``MANAGERS`` and ``ADMINS`` settings. Once activated the user is
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able to login and access the Synnefo services.
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Additional authentication methods
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`````````````````````````````````
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Astakos supports third party logins from external identity providers. This
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can be usefull since it allows users to use their existing credentials to 
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login to astakos service.
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Currently astakos supports the following identity providers:
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    * `Shibboleth <http://www.internet2.edu/shibboleth>`_ (module name
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      ``shibboleth``)
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    * `Google <https://developers.google.com/accounts/docs/OAuth2>`_ (module
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      name ``google``)
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    * `Twitter <https://dev.twitter.com/docs/auth>`_ (module name ``twitter``)
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    * `LinkedIn <http://developer.linkedin.com/documents/authentication>`_
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      (module name ``linkedin``)
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To enable any of the above modules (by default only ``local`` accounts are
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allowed), retrieve and set the required provider settings and append the 
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module name in ``ASTAKOS_IM_MODULES``.
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.. code-block:: python
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    # settings from https://code.google.com/apis/console/
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    ASTAKOS_GOOGLE_CLIENT_ID = '1111111111-epi60tvimgha63qqnjo40cljkojcann3.apps.googleusercontent.com'
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    ASTAKOS_GOOGLE_SECRET = 'tNDQqTDKlTf7_LaeUcWTWwZM'
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    # let users signup and login using their google account
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    ASTAKOS_IM_MODULES = ['local', 'google']
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.. _auth_methods_policies:
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Authentication method policies
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``````````````````````````````
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Astakos allows you to override the default policies for each enabled provider 
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separately by adding the approriate settings in your ``.conf`` files in the 
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following format:
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**ASTAKOS_AUTH_PROVIDER_<module>_<policy>_POLICY**
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Available policies are:
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    * **CREATE** Users can signup using that provider (default: ``True``) 
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    * **REMOVE/ADD** Users can remove/add login method from their profile 
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      (default: ``True``)
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    * **AUTOMODERATE** Automatically activate users that signup using that
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      provider (default: ``False``)
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    * **LOGIN** Whether or not users can use the provider to login (default:
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      ``True``).
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e.g. to enable automatic activation for your academic users, while keeping 
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locally signed up users under moderation you can apply the following settings.
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.. code-block:: python
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    ASTAKOS_AUTH_PROVIDER_SHIBBOLETH_AUTOMODERATE_POLICY = True
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    ASTAKOS_AUTH_PROVIDER_SHIBBOLETH_REMOVE_POLICY = False
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User login
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~~~~~~~~~~
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During the logging procedure, the user is authenticated by the respective
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identity provider.
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If ``ASTAKOS_RECAPTCHA_ENABLED`` is set and the user fails several times
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(``ASTAKOS_RATELIMIT_RETRIES_ALLOWED`` setting) to provide the correct
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credentials for a local account, he/she is then prompted to solve a captcha
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challenge.
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Upon success, the system renews the token (if it has expired), logins the user
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and sets the cookie, before redirecting the user to the ``next`` parameter
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value.
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Setting quota limits
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~~~~~~~~~~~~~~~~~~~~
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Set default quota
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`````````````````
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To inspect current default base quota limits, run::
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   # snf-manage resource-list
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You can modify the default base quota limit for all future users with::
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   # snf-manage resource-modify <resource_name> --default-quota <value>
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Set base quota for individual users
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```````````````````````````````````
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For individual users that need different quota than the default
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you can set it for each resource like this::
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    # use this to display quota / uuid
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    # snf-manage user-show 'uuid or email' --quota
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    # snf-manage user-modify 'user-uuid' --set-base-quota 'cyclades.vm' 10
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Enable the Projects feature
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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If you want to enable the projects feature so that users may apply
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on their own for resources by creating and joining projects,
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in ``20-snf-astakos-app-settings.conf`` set::
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    # this will make the 'projects' page visible in the dashboard
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    ASTAKOS_PROJECTS_VISIBLE = True
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You can change the maximum allowed number of pending project applications
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per user with::
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    # snf-manage resource-modify astakos.pending_app --default-quota <number>
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You can also set a user-specific limit with::
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    # snf-manage user-modify 'user-uuid' --set-base-quota 'astakos.pending_app' 5
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When users apply for projects they are not automatically granted
343
the resources. They must first be approved by the administrator.
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To list pending project applications in astakos::
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    # snf-manage project-list --pending
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Note the last column, the application id. To approve it::
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    # <app id> from the last column of project-list
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    # snf-manage project-control --approve <app id>
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To deny an application::
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    # snf-manage project-control --deny <app id>
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Users designated as *project admins* can approve, deny, or modify
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an application through the web interface. In
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``20-snf-astakos-app-settings.conf`` set::
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    # UUIDs of users that can approve or deny project applications from the web.
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    ASTAKOS_PROJECT_ADMINS = [<uuid>, ...]
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Astakos advanced operations
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---------------------------
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Adding "Terms of Use"
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~~~~~~~~~~~~~~~~~~~~~
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Astakos supports versioned terms-of-use. First of all you need to create an
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html file that will contain your terms. For example, create the file
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``/usr/share/synnefo/sample-terms.html``, which contains the following:
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.. code-block:: console
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   <h1>My cloud service terms</h1>
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   These are the example terms for my cloud service
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Then, add those terms-of-use with the snf-manage command:
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.. code-block:: console
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   $ snf-manage term-add /usr/share/synnefo/sample-terms.html
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Your terms have been successfully added and you will see the corresponding link
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appearing in the Astakos web pages' footer.
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During the account registration, if there are approval terms, the user is
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presented with an "I agree with the Terms" checkbox that needs to get checked
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in order to proceed.
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In case there are new approval terms that the user has not signed yet, the
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``signed_terms_required`` view decorator redirects to the ``approval_terms``
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view, so the user will be presented with the new terms the next time he/she
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logins.
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Enabling reCAPTCHA
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~~~~~~~~~~~~~~~~~~
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Astakos supports the `reCAPTCHA <http://www.google.com/recaptcha>`_ feature.
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If enabled, it protects the Astakos forms from bots. To enable the feature, go
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to https://www.google.com/recaptcha/admin/create and create your own reCAPTCHA
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key pair. Then edit ``/etc/synnefo/20-snf-astakos-app-settings.conf`` and set
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the corresponding variables to reflect your newly created key pair. Finally, set
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the ``ASTAKOS_RECAPTCHA_ENABLED`` variable to ``True``:
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.. code-block:: console
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   ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
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   ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
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   ASTAKOS_RECAPTCHA_ENABLED = True
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Restart the service on the Astakos node(s) and you are ready:
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.. code-block:: console
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   # /etc/init.d/gunicorn restart
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Checkout your new Sign up page. If you see the reCAPTCHA box, you have setup
424
everything correctly.
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Astakos internals
428
-----------------
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X-Auth-Token
431
~~~~~~~~~~~~
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Alice requests a specific resource from a cloud service e.g.: Pithos. In the
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request she supplies the `X-Auth-Token` to identify whether she is eligible to
435
perform the specific task. The service contacts Astakos through its
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``/account/v1.0/authenticate`` api call (see :ref:`authenticate-api-label`)
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providing the specific ``X-Auth-Token``. Astakos checkes whether the token
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belongs to an active user and it has not expired and returns a dictionary
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containing user related information. Finally the service uses the ``uniq``
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field included in the dictionary as the account string to identify the user
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accessible resources.
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.. _authentication-label:
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445
Django Auth methods and Backends
446
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
447

    
448
Astakos incorporates Django user authentication system and extends its User model.
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Since username field of django User model has a limitation of 30 characters,
451
AstakosUser is **uniquely** identified by the ``email`` instead. Therefore,
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``astakos.im.authentication_backends.EmailBackend`` is served to authenticate a
453
user using email if the first argument is actually an email, otherwise tries
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the username.
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A new AstakosUser instance is assigned with a uui as username and also with a
457
``auth_token`` used by the cloud services to authenticate the user.
458
``astakos.im.authentication_backends.TokenBackend`` is also specified in order
459
to authenticate the user using the email and the token fields.
460

    
461
Logged on users can perform a number of actions:
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463
 * access and edit their profile via: ``/im/profile``.
464
 * change their password via: ``/im/password``
465
 * send feedback for grnet services via: ``/im/send_feedback``
466
 * logout (and delete cookie) via: ``/im/logout``
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468
Internal Astakos requests are handled using cookie-based Django user sessions.
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470
External systems should forward to the ``/login`` URI. The server,
471
depending on its configuration will redirect to the appropriate login page.
472
When done with logging in, the service's login URI should redirect to the URI
473
provided with next, adding user and token parameters, which contain the email
474
and token fields respectively.
475

    
476
The login URI accepts the following parameters:
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478
======================  =========================
479
Request Parameter Name  Value
480
======================  =========================
481
next                    The URI to redirect to when the process is finished
482
renew                   Force token renewal (no value parameter)
483
force                   Force logout current user (no value parameter)
484
======================  =========================
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External systems inside the ``ASTAKOS_COOKIE_DOMAIN`` scope can acquire the
487
user information by the cookie identified by ``ASTAKOS_COOKIE_NAME`` setting
488
(set during the login procedure).
489

    
490
Finally, backend systems having acquired a token can use the
491
:ref:`authenticate-api-label` API call from a private network or through HTTPS.
492

    
493

    
494
Compute/Network/Image Service (Cyclades)
495
========================================
496

    
497
Working with Cyclades
498
---------------------
499

    
500
Managing Ganeti Backends
501
~~~~~~~~~~~~~~~~~~~~~~~~
502

    
503
Since v0.11, Synnefo is able to manage multiple Ganeti clusters (backends)
504
making it capable to scale linearly to tens of thousands of VMs. Backends
505
can be dynamically added or removed via `snf-manage` commands.
506

    
507
Each newly created VM is allocated to a Ganeti backend by the Cyclades backend
508
allocator. The VM is "pinned" to this backend, and can not change through its
509
lifetime. The backend allocator decides in which backend to spawn the VM based
510
on the available resources of each backend, trying to balance the load between
511
them.
512

    
513
Handling of Networks, as far as backends are concerned, is based on whether the
514
network is public or not. Public networks are created through the `snf-manage
515
network-create` command, and are only created on one backend. Private networks
516
are created on all backends, in order to ensure that VMs residing on different
517
backends can be connected to the same private network.
518

    
519
Listing existing backends
520
`````````````````````````
521
To list all the Ganeti backends known to Synnefo, we run:
522

    
523
.. code-block:: console
524

    
525
   $ snf-manage backend-list
526

    
527
Adding a new Ganeti backend
528
```````````````````````````
529
Backends are dynamically added under the control of Synnefo with `snf-manage
530
backend-add` command. In this section it is assumed that a Ganeti cluster,
531
named ``cluster.example.com`` is already up and running and configured to be
532
able to host Synnefo VMs.
533

    
534
To add this Ganeti cluster, we run:
535

    
536
.. code-block:: console
537

    
538
   $ snf-manage backend-add --clustername=cluster.example.com --user="synnefo_user" --pass="synnefo_pass"
539

    
540
where ``clustername`` is the Cluster hostname of the Ganeti cluster, and
541
``user`` and ``pass`` are the credentials for the `Ganeti RAPI user
542
<http://docs.ganeti.org/ganeti/2.2/html/rapi.html#users-and-passwords>`_.  All
543
backend attributes can be also changed dynamically using the `snf-manage
544
backend-modify` command.
545

    
546
``snf-manage backend-add`` will also create all existing private networks to
547
the new backend. You can verify that the backend is added, by running
548
`snf-manage backend-list`.
549

    
550
Note that no VMs will be spawned to this backend, since by default it is in a
551
``drained`` state after addition and also it has no public network assigned to
552
it.
553

    
554
So, first you need to create its public network, make sure everything works as
555
expected and finally make it active by un-setting the ``drained`` flag. You can
556
do this by running:
557

    
558
.. code-block:: console
559

    
560
   $ snf-manage backend-modify --drained=False <backend_id>
561

    
562
Removing an existing Ganeti backend
563
```````````````````````````````````
564
In order to remove an existing backend from Synnefo, we run:
565

    
566
.. code-block:: console
567

    
568
   # snf-manage backend-remove <backend_id>
569

    
570
This command will fail if there are active VMs on the backend. Also, the
571
backend is not cleaned before removal, so all the Synnefo private networks
572
will be left on the Ganeti nodes. You need to remove them manually.
573

    
574
Allocation of VMs in Ganeti backends
575
````````````````````````````````````
576
As already mentioned, the Cyclades backend allocator is responsible for
577
allocating new VMs to backends. This allocator does not choose the exact Ganeti
578
node that will host the VM but just the Ganeti backend. The exact node is
579
chosen by the Ganeti cluster's allocator (hail).
580

    
581
The decision about which backend will host a VM is based on the available
582
resources. The allocator computes a score for each backend, that shows its load
583
factor, and the one with the minimum score is chosen. The admin can exclude
584
backends from the allocation phase by marking them as ``drained`` by running:
585

    
586
.. code-block:: console
587

    
588
   $ snf-manage backend-modify --drained=True <backend_id>
589

    
590
The backend resources are periodically updated, at a period defined by
591
the ``BACKEND_REFRESH_MIN`` setting, or by running `snf-manage backend-update-status`
592
command. It is advised to have a cron job running this command at a smaller
593
interval than ``BACKEND_REFRESH_MIN`` in order to remove the load of refreshing
594
the backends stats from the VM creation phase.
595

    
596
Finally, the admin can decide to have a user's VMs being allocated to a
597
specific backend, with the ``BACKEND_PER_USER`` setting. This is a mapping
598
between users and backends. If the user is found in ``BACKEND_PER_USER``, then
599
Synnefo allocates all his/hers VMs to the specific backend in the variable,
600
even if is marked as drained (useful for testing).
601

    
602
Allocation based on disk-templates
603
**********************************
604

    
605
Besides the available resources of each Ganeti backend, the allocator takes
606
into consideration the disk template of the instance when trying to allocate it
607
to a Ganeti backend. Specifically, the allocator checks if the flavor of the
608
instance belongs to the available disk templates of each Ganeti backend.
609

    
610
A Ganeti cluster has a list of enabled disk templates
611
(`--enabled-disk-templates`) and a list of allowed disk templates for new
612
instances (`--ipolicy-disk-templates`). See the `gnt-cluster` manpage for more
613
details about these options.
614

    
615
When Synnefo allocates an instance, it checks whether the disk template of the
616
new instance belongs both in the enabled and ipolicy disk templates. You can
617
see the list of the available disk-templates by running `snf-manage
618
backend-list`. This list should be updated automatically after changing
619
these options in Ganeti and it can also be updated by running `snf-manage
620
backend-update-status`.
621

    
622
So the administrator, can route instances on different backends based on their
623
flavor disk template, by modifying the enabled or ipolicy disk templates of
624
each backend.  Also, the administrator can route instances between different
625
nodes of the same Ganeti backend, by modifying the same options at the
626
nodegroup level (see `gnt-group` manpage for mor details).
627

    
628

    
629
Managing Virtual Machines
630
~~~~~~~~~~~~~~~~~~~~~~~~~
631

    
632
As mentioned, Cyclades uses Ganeti for management of VMs. The administrator can
633
handle Cyclades VMs just like any other Ganeti instance, via `gnt-instance`
634
commands. All Ganeti instances that belong to Synnefo, are separated from
635
others, by a prefix in their names. This prefix is defined in
636
``BACKEND_PREFIX_ID`` setting in
637
``/etc/synnefo/20-snf-cyclades-app-backend.conf``.
638

    
639
Apart from handling instances directly in the Ganeti level, a number of `snf-manage`
640
commands are available:
641

    
642
* ``snf-manage server-list``: List servers
643
* ``snf-manage server-show``: Show information about a server in the Cyclades DB
644
* ``snf-manage server-inspect``: Inspect the state of a server both in DB and Ganeti
645
* ``snf-manage server-modify``: Modify the state of a server in the Cycldes DB
646
* ``snf-manage server-create``: Create a new server
647
* ``snf-manage server-import``: Import an existing Ganeti instance to Cyclades
648

    
649

    
650
Managing Virtual Networks
651
~~~~~~~~~~~~~~~~~~~~~~~~~
652

    
653
Cyclades is able to create and manage Virtual Networks. Networking is
654
desployment specific and must be customized based on the specific needs of the
655
system administrator. For better understanding of networking please refer to
656
the :ref:`Network <networks>` section.
657

    
658
Exactly as Cyclades VMs can be handled like Ganeti instances, Cyclades Networks
659
can also by handled as Ganeti networks, via `gnt-network commands`. All Ganeti
660
networks that belong to Synnefo are named with the prefix
661
`${BACKEND_PREFIX_ID}-net-`.
662

    
663
There are also the following `snf-manage` commands for managing networks:
664

    
665
* ``snf-manage network-list``: List networks
666
* ``snf-manage network-show``: Show information about a network in the Cyclades DB
667
* ``snf-manage network-inspect``: Inspect the state of the network in DB and Ganeti backends
668
* ``snf-manage network-modify``: Modify the state of a network in the Cycldes DB
669
* ``snf-manage network-create``: Create a new network
670
* ``snf-manage network-remove``: Remove an existing network
671

    
672
Managing Network Resources
673
``````````````````````````
674

    
675
Proper operation of the Cyclades Network Service depends on the unique
676
assignment of specific resources to each type of virtual network. Specifically,
677
these resources are:
678

    
679
* IP addresses. Cyclades creates a Pool of IPs for each Network, and assigns a
680
  unique IP address to each VM, thus connecting it to this Network. You can see
681
  the IP pool of each network by running `snf-manage network-inspect
682
  <network_ID>`. IP pools are automatically created and managed by Cyclades,
683
  depending on the subnet of the Network.
684
* Bridges corresponding to physical VLANs, which are required for networks of
685
  type `PRIVATE_PHYSICAL_VLAN`.
686
* One Bridge corresponding to one physical VLAN which is required for networks of
687
  type `PRIVATE_MAC_PREFIX`.
688

    
689
IPv4 addresses
690
**************
691

    
692
An allocation pool of IPv4 addresses is automatically created for every network
693
that has the attribute `dhcp` set to True. The allocation pool contains the
694
range of IP addresses that are included in the subnet. The gateway and the
695
broadcast address of the network are excluded from the allocation pool. The
696
admin can externally reserve IP addresses to exclude them from automatic
697
allocation with the `--add-reserved-ips` option of `snf-manage network-modify`
698
command. For example the following command will reserve two IP addresses
699
from network with ID `42`:
700

    
701
.. code-block:: console
702

    
703
 snf-manage network-modify --add-reserved-ips=10.0.0.21,10.0.0.22 42
704

    
705
.. warning:: Externally reserving IP addresses is also available at the Ganeti.
706
 However, when using Cyclades with multiple Ganeti backends, the handling of
707
 IP pools must be performed from Cyclades!
708

    
709
Bridges
710
*******
711

    
712
As already mentioned Cyclades use a pool of Bridges that must correspond
713
to Physical VLAN at the Ganeti level. A bridge from the pool is assigned to
714
each network of flavor `PHYSICAL_VLAN`. Creation of this pool is done
715
using `snf-manage pool-create` command. For example the following command
716
will create a pool containing the brdiges from `prv1` to `prv21`.
717

    
718
.. code-block:: console
719

    
720
   # snf-manage pool-create --type=bridge --base=prv --size=20
721

    
722
You can verify the creation of the pool, and check its contents by running:
723

    
724
.. code-block:: console
725

    
726
   # snf-manage pool-list
727
   # snf-manage pool-show --type=bridge 1
728

    
729
Finally you can use the `pool-modify` management command in order to externally
730
reserve the values from pool, extend or shrink the pool if possible.
731

    
732
MAC Prefixes
733
************
734

    
735
Cyclades also use a pool of MAC prefixes to assign to networks of flavor
736
`MAC_FILTERED`. Handling of this pool is done exactly as with pool of bridges,
737
except that the type option must be set to mac-prefix:
738

    
739
.. code-block:: console
740

    
741
   # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
742

    
743
The above command will create a pool of MAC prefixes from ``aa:00:1`` to
744
``b9:ff:f``. The MAC prefix pool is responsible for providing only unicast and
745
locally administered MAC addresses, so many of these prefixes will be
746
externally reserved, to exclude from allocation.
747

    
748
Pool reconciliation
749
*******************
750

    
751
The management command `snf-manage reconcile-pools` can be used that all the
752
above mentioned pools are consistent and that all values that come from the
753
pool are not used more than once.
754

    
755

    
756
Cyclades advanced operations
757
----------------------------
758

    
759
Reconciliation mechanism
760
~~~~~~~~~~~~~~~~~~~~~~~~
761

    
762
On certain occasions, such as a Ganeti or RabbitMQ failure, the state of
763
Cyclades database may differ from the real state of VMs and networks in the
764
Ganeti backends. The reconciliation process is designed to synchronize
765
the state of the Cyclades DB with Ganeti. There are two management commands
766
for reconciling VMs and Networks
767

    
768
Reconciling Virtual Machines
769
````````````````````````````
770

    
771
Reconciliation of VMs detects the following conditions:
772

    
773
 * Stale DB servers without corresponding Ganeti instances
774
 * Orphan Ganeti instances, without corresponding DB entries
775
 * Out-of-sync state for DB entries wrt to Ganeti instances
776

    
777
To detect all inconsistencies you can just run:
778

    
779
.. code-block:: console
780

    
781
  $ snf-manage reconcile-servers
782

    
783
Adding the `--fix-all` option, will do the actual synchronization:
784

    
785
.. code-block:: console
786

    
787
  $ snf-manage reconcile-servers --fix-all
788

    
789
Please see ``snf-manage reconcile-servers --help`` for all the details.
790

    
791
Reconciling Networks
792
````````````````````
793

    
794
Reconciliation of Networks detects the following conditions:
795

    
796
  * Stale DB networks without corresponding Ganeti networks
797
  * Orphan Ganeti networks, without corresponding DB entries
798
  * Private networks that are not created to all Ganeti backends
799
  * Unsynchronized IP pools
800

    
801
To detect all inconsistencies you can just run:
802

    
803
.. code-block:: console
804

    
805
  $ snf-manage reconcile-networks
806

    
807
Adding the `--fix-all` option, will do the actual synchronization:
808

    
809
.. code-block:: console
810

    
811
  $ snf-manage reconcile-networks --fix-all
812

    
813
Please see ``snf-manage reconcile-networks --help`` for all the details.
814

    
815

    
816
Cyclades internals
817
------------------
818

    
819
Asynchronous communication with Ganeti backends
820
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
821
Synnefo uses Google Ganeti backends for VM cluster management. In order for
822
Cyclades to be able to handle thousands of user requests, Cyclades and Ganeti
823
communicate asynchronously. Briefly, requests are submitted to Ganeti through
824
Ganeti's RAPI/HTTP interface, and then asynchronous notifications about the
825
progress of Ganeti jobs are being created and pushed upwards to Cyclades. The
826
architecture and communication with a Ganeti backend is shown in the graph
827
below:
828

    
829
.. image:: images/cyclades-ganeti-communication.png
830
   :width: 50%
831
   :target: _images/cyclades-ganeti-communication.png
832

    
833
The Cyclades API server is responsible for handling user requests. Read-only
834
requests are directly served by looking up the Cyclades DB. If the request
835
needs an action in the Ganeti backend, Cyclades submit jobs to the Ganeti
836
master using the `Ganeti RAPI interface
837
<http://docs.ganeti.org/ganeti/2.2/html/rapi.html>`_.
838

    
839
While Ganeti executes the job, `snf-ganeti-eventd`, `snf-ganeti-hook` and
840
`snf-progress-monitor` are monitoring the progress of the job and send
841
corresponding messages to the RabbitMQ servers. These components are part
842
of `snf-cyclades-gtools` and must be installed on all Ganeti nodes. Specially:
843

    
844
* *snf-ganeti-eventd* sends messages about operations affecting the operating
845
  state of instances and networks. Works by monitoring the Ganeti job queue.
846
* *snf-ganeti_hook* sends messages about the NICs of instances. It includes a
847
  number of `Ganeti hooks <http://docs.ganeti.org/ganeti/2.2/html/hooks.html>`_
848
  for customisation of operations.
849
* *snf-progress_monitor* sends messages about the progress of the Image deployment
850
  phase which is done by the Ganeti OS Definition `snf-image`.
851

    
852
Finally, `snf-dispatcher` consumes messages from the RabbitMQ queues, processes
853
these messages and properly updates the state of the Cyclades DB. Subsequent
854
requests to the Cyclades API, will retrieve the updated state from the DB.
855

    
856

    
857
Synnefo management commands ("snf-manage")
858
==========================================
859

    
860
Each Synnefo service, Astakos, Pithos and Cyclades are controlled by the
861
administrator using the "snf-manage" admin tool. This tool is an extension of
862
the Django command-line management utility. It is run on the host that runs
863
each service and provides different types of commands depending the services
864
running on the host. If you are running more than one service on the same host
865
"snf-manage" adds all the corresponding commands for each service dynamically,
866
providing a unified admin environment.
867

    
868
To run "snf-manage" you just type:
869

    
870
.. code-block:: console
871

    
872
   # snf-manage <command> [arguments]
873

    
874
on the corresponding host that runs the service. For example, if you have all
875
services running on different physical hosts you would do:
876

    
877
.. code-block:: console
878

    
879
   root@astakos-host # snf-manage <astakos-command> [argument]
880
   root@pithos-host # snf-manage <pithos-command> [argument]
881
   root@cyclades-host # snf-manage <cyclades-command> [argument]
882

    
883
If you have all services running on the same host you would do:
884

    
885
.. code-block:: console
886

    
887
   root@synnefo-host # snf-manage <{astakos,pithos,cyclades}-command> [argument]
888

    
889
Note that you cannot execute a service's command on a host that is not running
890
this service. For example, the following will return an error if Astakos and
891
Cyclades are installed on different physical hosts:
892

    
893
.. code-block:: console
894

    
895
   root@astakos-host # snf-manage <cyclades-command> [argument]
896
   Unknown command: 'cyclades-command'
897
   Type 'snf-manage help' for usage.
898

    
899
This is the complete list of "snf-manage" commands for each service.
900

    
901
Astakos snf-manage commands
902
---------------------------
903

    
904
============================  ===========================
905
Name                          Description
906
============================  ===========================
907
fix-superusers                Transform superusers created by syncdb into AstakosUser instances
908
cleanup-full                  Cleanup sessions and session catalog
909
commission-list               List pending commissions
910
commission-show               Show details for a pending commission
911
component-add                 Register a component
912
component-list                List components
913
component-modify              Modify component attributes
914
component-show                Show component details
915
project-control               Manage projects and applications
916
project-list                  List projects
917
project-show                  Show project details
918
quota                         List and check the integrity of user quota
919
reconcile-resources-astakos   Reconcile resource usage of Quotaholder with Astakos DB
920
resource-list                 List resources
921
resource-modify               Modify a resource's default base quota and boolean flags
922
service-export-astakos        Export Astakos services and resources in JSON format
923
service-import                Register services
924
service-list                  List services
925
service-show                  Show service details
926
term-add                      Add approval terms
927
user-activation-send          Send user activation
928
user-add                      Add user
929
authpolicy-add                Create a new authentication provider policy profile
930
authpolicy-list               List existing authentication provider policy profiles
931
authpolicy-remove             Remove an authentication provider policy
932
authpolicy-set                Assign an existing authentication provider policy profile to a user or group
933
authpolicy-show               Show authentication provider profile details
934
group-add                     Create a group with the given name
935
group-list                    List available groups
936
user-list                     List users
937
user-modify                   Modify user
938
user-show                     Show user details
939
============================  ===========================
940

    
941
Pithos snf-manage commands
942
--------------------------
943

    
944
============================  ===========================
945
Name                          Description
946
============================  ===========================
947
reconcile-commissions-pithos  Display unresolved commissions and trigger their recovery
948
service-export-pithos         Export Pithos services and resources in JSON format
949
reconcile-resources-pithos    Detect unsynchronized usage between Astakos and Pithos DB resources and synchronize them if specified so.
950
============================  ===========================
951

    
952
Cyclades snf-manage commands
953
----------------------------
954

    
955
============================== ===========================
956
Name                           Description
957
============================== ===========================
958
backend-add                    Add a new Ganeti backend
959
backend-list                   List backends
960
backend-modify                 Modify a backend
961
backend-update-status          Update backend statistics for instance allocation
962
backend-remove                 Remove a Ganeti backend
963
server-create                  Create a new server
964
server-show                    Show server details
965
server-list                    List servers
966
server-modify                  Modify a server
967
server-import                  Import an existing Ganeti VM into synnefo
968
server-inspect                 Inspect a server in DB and Ganeti
969
network-create                 Create a new network
970
network-list                   List networks
971
network-modify                 Modify a network
972
network-inspect                Inspect network state in DB and Ganeti
973
network-remove                 Delete a network
974
flavor-create                  Create a new flavor
975
flavor-list                    List flavors
976
flavor-modify                  Modify a flavor
977
image-list                     List images
978
image-show                     Show image details
979
pool-create                    Create a bridge or mac-prefix pool
980
pool-show                      Show pool details
981
pool-list                      List pools
982
pool-modify                    Modify a pool
983
pool-remove                    Delete a pool
984
port-create                    Create a port connecting a server to a network
985
port-inspect                   Inspect the state of a port in DB and Ganeti
986
port-list                      List ports
987
port-remove                    Delete a port
988
floating-ip-create             Create a new floating IP
989
floating-ip-attach             Attach a floating IP to a server
990
floating-ip-dettach            Dettach a flotaing IP from a server
991
floating-ip-list               List floating IPs
992
floating-ip-remove             Delete a floating IP
993
queue-inspect                  Inspect the messages of a RabbitMQ queue
994
queue-retry                    Resend messages from Dead Letter queues to original exchanges
995
service-export-cyclades        Export Cyclades services and resources in JSON format
996
subnet-create                  Create a subnet
997
subnet-inspect                 Inspect a subnet in DB
998
subnet-list                    List subnets
999
subnet-modify                  Modify a subnet
1000
reconcile-servers              Reconcile servers of Synnefo DB with state of Ganeti backend
1001
reconcile-networks             Reconcile networks of Synnefo DB with state of Ganeti backend
1002
reconcile-pools                Check consistency of pool resources
1003
reconcile-commissions-cyclades Detect and resolve pending commissions to Quotaholder
1004
reconcile-resources-cyclades   Reconcile resource usage of Astakos with Cyclades DB.
1005
============================== ===========================
1006

    
1007

    
1008
Astakos helper scripts
1009
======================
1010

    
1011
Astakos includes two scripts to facilitate the installation procedure.
1012
Running:
1013

    
1014
.. code-block:: console
1015

    
1016
   snf-component-register [<component_name>]
1017

    
1018
automates the registration of the standard Synnefo components (astakos,
1019
cyclades, and pithos) in astakos database. It internally uses the script:
1020

    
1021
.. code-block:: console
1022

    
1023
   snf-service-export <component_name> <base_url>
1024

    
1025
which simulates the export of service and resource definitions of the
1026
standard Synnefo components.
1027

    
1028

    
1029
Pithos managing accounts
1030
========================
1031

    
1032
Pithos provides a utility tool for managing accounts.
1033
To run you just type:
1034

    
1035
.. code-block:: console
1036

    
1037
   # pithos-manage-accounts <command> [arguments]
1038

    
1039
This is the list of the available commands:
1040

    
1041
============================  ===========================
1042
Name                          Description
1043
============================  ===========================
1044
delete                        Remove an account from the Pithos DB
1045
export-quota                  Export account quota in a file
1046
list                          List existing/dublicate accounts
1047
merge                         Move an account contents in another account
1048
set-container-quota           Set container quota for all or a specific account
1049
============================  ===========================
1050

    
1051

    
1052
The "kamaki" API client
1053
=======================
1054

    
1055
To upload, register or modify an image you will need the **kamaki** tool.
1056
Before proceeding make sure that it is configured properly. Verify that
1057
*image.url*, *file.url*, *user.url* and *token* are set as needed:
1058

    
1059
.. code-block:: console
1060

    
1061
   $ kamaki config list
1062

    
1063
To change a setting use ``kamaki config set``:
1064

    
1065
.. code-block:: console
1066

    
1067
   $ kamaki config set image.url https://cyclades.example.com/image
1068
   $ kamaki config set file.url https://pithos.example.com/v1
1069
   $ kamaki config set user.url https://accounts.example.com
1070
   $ kamaki config set token ...
1071

    
1072
To test that everything works, try authenticating the current account with
1073
kamaki:
1074

    
1075
.. code-block:: console
1076

    
1077
  $ kamaki user authenticate
1078

    
1079
This will output user information.
1080

    
1081
Upload Image
1082
------------
1083

    
1084
By convention, images are stored in a container called ``images``. Check if the
1085
container exists, by listing all containers in your account:
1086

    
1087
.. code-block:: console
1088

    
1089
   $ kamaki file list
1090

    
1091
If the container ``images`` does not exist, create it:
1092

    
1093
.. code-block:: console
1094

    
1095
  $ kamaki file create images
1096

    
1097
You are now ready to upload an image to container ``images``. You can upload it
1098
with a Pithos client, or use kamaki directly:
1099

    
1100
.. code-block:: console
1101

    
1102
   $ kamaki file upload ubuntu.iso images
1103

    
1104
You can use any Pithos client to verify that the image was uploaded correctly,
1105
or you can list the contents of the container with kamaki:
1106

    
1107
.. code-block:: console
1108

    
1109
  $ kamaki file list images
1110

    
1111
The full Pithos URL for the previous example will be
1112
``pithos://u53r-un1qu3-1d/images/ubuntu.iso`` where ``u53r-un1qu3-1d`` is the
1113
unique user id (uuid).
1114

    
1115
Register Image
1116
--------------
1117

    
1118
To register an image you will need to use the full Pithos URL. To register as
1119
a public image the one from the previous example use:
1120

    
1121
.. code-block:: console
1122

    
1123
   $ kamaki image register Ubuntu pithos://u53r-un1qu3-1d/images/ubuntu.iso --public
1124

    
1125
The ``--public`` flag is important, if missing the registered image will not
1126
be listed by ``kamaki image list``.
1127

    
1128
Use ``kamaki image register`` with no arguments to see a list of available
1129
options. A more complete example would be the following:
1130

    
1131
.. code-block:: console
1132

    
1133
   $ kamaki image register Ubuntu pithos://u53r-un1qu3-1d/images/ubuntu.iso \
1134
            --public --disk-format diskdump --property kernel=3.1.2
1135

    
1136
To verify that the image was registered successfully use:
1137

    
1138
.. code-block:: console
1139

    
1140
   $ kamaki image list --name-like=ubuntu
1141

    
1142

    
1143
Miscellaneous
1144
=============
1145

    
1146
.. _branding:
1147

    
1148
Branding
1149
--------
1150

    
1151
Since Synnefo v0.14, you are able to adapt the Astakos, Pithos and Cyclades Web
1152
UI to your company’s visual identity. This is possible using the snf-branding
1153
component, which is automatically installed on the nodes running the API
1154
servers for Astakos, Pithos and Cyclades. 
1155

    
1156
Configuration
1157
~~~~~~~~~~~~~
1158

    
1159
This can be done by modifing the settings provided by the snf-branding component
1160
to match your service identity. The settings for the snf-branding application
1161
can be found inside the configuration file ``/etc/synnefo/15-snf-branding.conf``
1162
on the nodes that have Astakos, Pithos and Cyclades installed.
1163

    
1164
By default, the global service name is "Synnefo" and the company name is
1165
"GRNET". These names and their respective logos and URLs are used throughout
1166
the Astakos, Pithos and Cyclades UI.
1167

    
1168
**Names and URLs:**
1169

    
1170
The first group of branding customization refers to the service's and company's
1171
information.
1172

    
1173
You can overwrite the company and the service name and URL respectively by
1174
uncommenting and setting the following:
1175

    
1176
.. code-block:: python
1177
  
1178
  # setting used in Astakos Dashboard/Projects pages
1179
  BRANDING_SERVICE_NAME = 'My cloud'
1180
  BRANDING_SERVICE_URL = 'http://www.mycloud.synnefo.org/'
1181

    
1182
  # settings used in Astakos, Pithos, Cyclades footer only if 
1183
  # BRANDING_SHOW_COPYRIGHT is set to True
1184
  BRANDING_SHOW_COPYRIGHT = True
1185
  BRANDING_COMPANY_NAME = 'Company LTD'
1186
  BRANDING_COMPANY_URL = 'https://www.company-ltd.synnefo.org/'
1187

    
1188

    
1189
**Copyright and footer options:**
1190

    
1191
By default, no Copyright message is shown in the UI footer. If you want to make
1192
it visible in the footer of Astakos, Pithos and Cyclades UI, you can uncomment
1193
and set to ``True`` the ``BRANDING_SHOW_COPYRIGHT`` setting:
1194

    
1195
.. code-block:: python
1196

    
1197
  #BRANDING_SHOW_COPYRIGHT = False
1198

    
1199
Copyright message defaults to 'Copyright (c) 2011-<current_year>
1200
<BRANDING_COMPANY_NAME>.' but you can overwrite it to a completely custom one by
1201
setting the following option:
1202

    
1203
.. code-block:: python
1204

    
1205
  BRANDING_COPYRIGHT_MESSAGE = 'Copyright (c) 2011-2013 GRNET'
1206

    
1207
If you want to include a custom message in the footer, you can uncomment and 
1208
set the ``BRANDING_FOOTER_EXTRA_MESSAGE`` setting. You can use html markup. 
1209
Your custom message will appear  above Copyright message at the Compute 
1210
templates and the Dashboard UI.
1211

    
1212
.. code-block:: python
1213

    
1214
  #BRANDING_FOOTER_EXTRA_MESSAGE = ''
1215

    
1216

    
1217
**Images:**
1218

    
1219
The Astakos, Pithos and Cyclades Web UI has some logos and images.
1220
 
1221
The branding-related images are presented in  the following table:
1222

    
1223
===============  ============================  =========
1224
Image            Name/extension  convention    Usage
1225
===============  ============================  =========
1226
Favicon          favicon.ico                   Favicon for all services
1227
Dashboard logo   dashboard_logo.png            Visible in all Astakos UI pages
1228
Compute logo     compute_logo.png              Visible in all Cyclades UI pages
1229
Console logo     console_logo.png              Visible in the Cyclades Console Window
1230
Storage logo     storage_logo.png              Visible in all Pithos UI pages
1231
===============  ============================  =========
1232

    
1233
There are two methods  available for replacing all, or individual, 
1234
branding-related images:
1235

    
1236
1. Create a new directory inside ``/usr/share/synnefo/static/`` (e.g.
1237
   ``mybranding``) and place there some or all of your images.
1238

    
1239
   If you want to replace all of your images, keep the name/extension
1240
   conventions as indicated in the above table and change the
1241
   ``BRANDING_IMAGE_MEDIA_URL`` setting accordingly:
1242

    
1243
   .. code-block:: python
1244
        
1245
      # using relative path
1246
      BRANDING_IMAGE_MEDIA_URL= '/static/mybranding/images/' 
1247

    
1248
      # or if you already host them in a separate domain (e.g. cdn)
1249
      BRANDING_IMAGE_MEDIA_URL= 'https://cdn.synnefo.org/branding/images/'
1250

    
1251

    
1252
   If you wish to replace individual images, **do not uncomment**
1253
   ``BRANDING_IMAGE_MEDIA_URL``, but instead provide a relative path, pointing to
1254
   the file inside your directory for each ``BRANDING_<image>_URL`` that you wish
1255
   to replace.
1256

    
1257
2. Upload some or all of your images to a server and replace each 
1258
   ``BRANDING_<image>_URL`` with the absolute url of the image (i.e.
1259
   ``BRANDING_DASHBOARD_URL = 'https://www.synnefo.com/images/my_dashboard.jpg'``).
1260

    
1261
   Note that the alternative text  for each image tag inside html documents is 
1262
   alt=“BRANDING_SERVICE_NAME {Dashboard, Compute. Console, Storage}” respectively.
1263

    
1264
.. note:: Retina optimized images:
1265

    
1266
   Synnefo UI is optimized for Retina displays. As far as images are concerned,  
1267
   `retina.js <http://retinajs.com/>`_ is used.
1268

    
1269
   Retina.js checks each image on a page to see if there is a high-resolution 
1270
   version of that image on your server. If a high-resolution variant exists, 
1271
   the script will swap in that image in-place.
1272

    
1273
   The script assumes you use  `Apple's prescribed high-resolution modifier (@2x)
1274
   <http://developer.apple.com/library/ios/#documentation/2DDrawing/Conceptual/
1275
   DrawingPrintingiOS/SupportingHiResScreensInViews/SupportingHiResScreensInViews
1276
   .html#//apple_ref/doc/uid/TP40010156-CH15-SW1>`_ to denote high-resolution 
1277
   image variants on your server.
1278

    
1279
   For each of the images that you wish the script to  replace, you must have a 
1280
   high-resolution variant in the same folder  named correctly and it will be 
1281
   detected automatically. For example if your image is in <my_directory> and is 
1282
   named "my_image.jpg" the script will look in the same directory for an image 
1283
   named "my_image@2x.jpg".
1284

    
1285
   In case that you don’t want to use a high-resolution image, the 
1286
   normal-resolution image will be visible.
1287

    
1288
More branding
1289
~~~~~~~~~~~~~
1290

    
1291
Although, it is not 100% branding-related, further verbal customization is
1292
feasible. 
1293

    
1294
**EMAILS**
1295

    
1296
The output of all email `*`.txt files will be already customized to contain your
1297
company and service names but you can further alter their content if you feel it
1298
best fits your needs as simple as creasynnefo template.    
1299

    
1300
In order to overwrite one or more email-templates you need to place your 
1301
modified <email-file>.txt files respecting the following structure:
1302
  
1303
  **/etc/synnefo/templates/**
1304
      **im/**
1305
          | activation_email.txt
1306
          | email.txt
1307
          | invitation.txt
1308
          | switch_accounts_email.txt
1309
          | welcome_email.txt
1310
          **projects/**
1311
              | project_approval_notification.txt
1312
              | project_denial_notification.txt    
1313
              | project_membership_change_notification.txt
1314
              | project_membership_enroll_notification.txt
1315
              | project_membership_leave_request_notification.txt
1316
              | project_membership_request_notification.txt
1317
              | project_suspension_notification.txt
1318
              | project_termination_notification.txt
1319
      **registration/**
1320
          | email_change_email.txt
1321
          | password_email.txt
1322

    
1323
Feel free to omit any of the above files you do not wish to overwrite.
1324

    
1325
Below is a list of all emails sent by Synnefo to users along with a short 
1326
description and a link to their content:
1327

    
1328
* ``snf-astakos-app/astakos/im/templates/im/email.txt``
1329
  Base email template. Contains a contact email and a “thank you” message.
1330
  (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/email.txt>`_)
1331
* ``snf-astakos-app/astakos/im/templates/im/activation_email.txt`` Email sent to
1332
  user that prompts  him/her to click on a link provided to activate the account.
1333
  Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/activation_email.txt>`_)
1334
* ``snf-astakos-app/astakos/im/templates/im/invitation.txt`` Email sent to an
1335
  invited user. He/she has to click on a link provided to activate the account.
1336
  Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/invitation.txt>`_)
1337
* ``snf-astakos-app/astakos/im/templates/im/switch_accounts_email.txt`` Email
1338
  sent to user upon his/her request to associate this email address with a
1339
  shibboleth account. He/she has to click on a link provided to activate the
1340
  association. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/switch_accounts_email.txt>`_)
1341
* ``snf-astakos-app/astakos/im/templates/im/welcome_email.txt`` Email sent to
1342
  inform the user that his/ her account has been activated. Extends “email.txt”
1343
  (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/welcome_email.txt>`_)
1344
* ``snf-astakos-app/astakos/im/templates/registration/email_change_email.txt``
1345
  Email sent to user when he/she has requested new email address assignment. The
1346
  user has to click on a link provided to validate this action. Extends
1347
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/registration/email_change_email.txt>`_)
1348
* ``snf-astakos-app/astakos/im/templates/registration/password_email.txt`` Email
1349
  sent for resetting password purpose. The user has to click on a link provided
1350
  to validate this action. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/registration/password_email.txt>`_)
1351
* ``snf-astakos-app/astakos/im/templates/im/projects/project_approval_notification.txt``
1352
  Informs  the project owner that his/her project has been approved. Extends
1353
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_approval_notification.txt>`_)
1354
* ``snf-astakos-app/astakos/im/templates/im/projects/project_denial_notification.txt``
1355
  Informs the project owner that his/her  project application has been denied
1356
  explaining the reasons. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_denial_notification.txt>`_)
1357
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_change_notification.txt``
1358
  An email is sent to a user containing information about his project membership
1359
  (whether he has been accepted, rejected or removed). Extends “email.txt” (`Link
1360
  <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_change_notification.txt>`_)
1361
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_enroll_notification.txt``
1362
  Informs a user that he/she  has been enrolled to a project. Extends
1363
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_enroll_notification.txt>`_)
1364
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_leave_request_notification.txt``
1365
  An email is sent to the project owner to make him aware of a  user having
1366
  requested to leave his project. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_leave_request_notification.txt>`_)
1367
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_request_notification.txt``
1368
  An email is sent to the project owner to make him/her aware of a user having
1369
  requested to join  his project. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_request_notification.txt>`_)
1370
* ``snf-astakos-app/astakos/im/templates/im/projects/project_suspension_notification.txt``
1371
  An email is sent to the project owner to make him/her aware of his/her project
1372
  having been suspended. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_suspension_notification.txt>`_)
1373
* ``snf-astakos-app/astakos/im/templates/im/projects/project_termination_notification.txt``
1374
  An email is sent to the project owner to make him/her aware of his/her project
1375
  having been terminated. Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_termination_notification.txt>`_)
1376

    
1377
.. warning:: Django templates language:
1378

    
1379
  If you choose to  overwrite these email templates, be mindful of the necessary 
1380
  information contained in django template variables that must not be omitted, 
1381
  such as the activation link for activating one’s account and many more. 
1382
  These variables are contained into {{}} inside the templates.
1383

    
1384

    
1385
.. RabbitMQ
1386

    
1387
RabbitMQ Broker
1388
---------------
1389

    
1390
Queue nodes run the RabbitMQ sofware, which provides AMQP functionality. To
1391
guarantee high-availability, more than one Queue nodes should be deployed, each
1392
of them belonging to the same `RabbitMQ cluster
1393
<http://www.rabbitmq.com/clustering.html>`_. Synnefo uses the RabbitMQ
1394
active/active `High Available Queues <http://www.rabbitmq.com/ha.html>`_ which
1395
are mirrored between two nodes within a RabbitMQ cluster.
1396

    
1397
The RabbitMQ nodes that form the cluster, are declared to Synnefo through the
1398
`AMQP_HOSTS` setting. Each time a Synnefo component needs to connect to
1399
RabbitMQ, one of these nodes is chosen in a random way. The client that Synnefo
1400
uses to connect to RabbitMQ, handles connection failures transparently and
1401
tries to reconnect to a different node. As long as one of these nodes are up
1402
and running, functionality of Synnefo should not be downgraded by the RabbitMQ
1403
node failures.
1404

    
1405
All the queues that are being used are declared as durable, meaning that
1406
messages are persistently stored to RabbitMQ, until they get successfully
1407
processed by a client.
1408

    
1409
Currently, RabbitMQ is used by the following components:
1410

    
1411
* `snf-ganeti-eventd`, `snf-ganeti-hook` and `snf-progress-monitor`:
1412
  These components send messages concerning the status and progress of
1413
  jobs in the Ganeti backend.
1414
* `snf-dispatcher`: This daemon, consumes the messages that are sent from
1415
  the above components, and updates the Cyclades DB accordingly.
1416

    
1417

    
1418
Installation
1419
~~~~~~~~~~~~
1420

    
1421
Please check the RabbitMQ documentation which covers extensively the
1422
`installation of RabbitMQ server <http://www.rabbitmq.com/download.html>`_ and
1423
the setup of a `RabbitMQ cluster <http://www.rabbitmq.com/clustering.html>`_.
1424
Also, check out the `web management plugin
1425
<http://www.rabbitmq.com/management.html>`_ that can be useful for managing and
1426
monitoring RabbitMQ.
1427

    
1428
For a basic installation of RabbitMQ on two nodes (node1 and node2) you can do
1429
the following:
1430

    
1431
On both nodes, install rabbitmq-server and create a Synnefo user:
1432

    
1433
.. code-block:: console
1434

    
1435
  $ apt-get install rabbitmq-server
1436
  $ rabbitmqctl add_user synnefo "example_pass"
1437
  $ rabbitmqctl set_permissions synnefo  ".*" ".*" ".*"
1438

    
1439
Also guarantee that both nodes share the same cookie, by running:
1440

    
1441
.. code-block:: console
1442

    
1443
  $ scp node1:/var/lib/rabbitmq/.erlang.cookie node2:/var/lib/rabbitmq/.erlang.cookie
1444

    
1445
and restart the nodes:
1446

    
1447
.. code-block:: console
1448

    
1449
  $ /etc/init.d/rabbitmq-server restart
1450

    
1451

    
1452
To setup the RabbitMQ cluster run:
1453

    
1454
.. code-block:: console
1455

    
1456
  root@node2: rabbitmqctl stop_app
1457
  root@node2: rabbitmqctl reset
1458
  root@node2: rabbitmqctl cluster rabbit@node1 rabbit@node2
1459
  root@node2: rabbitmqctl start_app
1460

    
1461
You can verify that the cluster is set up correctly by running:
1462

    
1463
.. code-block:: console
1464

    
1465
  root@node2: rabbitmqctl cluster_status
1466

    
1467

    
1468
Logging
1469
-------
1470

    
1471
Logging in Synnefo is using Python's logging module. The module is configured
1472
using dictionary configuration, whose format is described here:
1473

    
1474
http://docs.python.org/release/2.7.1/library/logging.html#logging-config-dictschema
1475

    
1476
Note that this is a feature of Python 2.7 that we have backported for use in
1477
Python 2.6.
1478

    
1479
The logging configuration dictionary is defined in
1480
``/etc/synnefo/10-snf-webproject-logging.conf``
1481

    
1482
The administrator can have finer logging control by modifying the
1483
``LOGGING_SETUP`` dictionary, and defining subloggers with different handlers
1484
and log levels.  e.g. To enable debug messages only for the API set the level
1485
of 'synnefo.api' to ``DEBUG``
1486

    
1487
By default, the Django webapp and snf-manage logs to syslog, while
1488
`snf-dispatcher` logs to `/var/log/synnefo/dispatcher.log`.
1489

    
1490

    
1491
.. _scale-up:
1492

    
1493
Scaling up to multiple nodes
1494
============================
1495

    
1496
Here we will describe how should a large scale Synnefo deployment look like. Make
1497
sure you are familiar with Synnefo and Ganeti before proceeding with this section.
1498
This means you should at least have already set up successfully a working Synnefo
1499
deployment as described in the :ref:`Admin's Installation Guide
1500
<quick-install-admin-guide>` and also read the Administrator's Guide until this
1501
section.
1502

    
1503
Graph of a scale-out Synnefo deployment
1504
---------------------------------------
1505

    
1506
Each box in the following graph corresponds to a distinct physical node:
1507

    
1508
.. image:: images/synnefo-arch2-roles.png
1509
   :width: 100%
1510
   :target: _images/synnefo-arch2-roles.png
1511

    
1512
The above graph is actually the same with the one at the beginning of this
1513
:ref:`guide <admin-guide>`, with the only difference that here we show the
1514
Synnefo roles of each physical node. These roles are described in the
1515
following section.
1516

    
1517
.. _physical-node-roles:
1518

    
1519
Physical Node roles
1520
-------------------
1521

    
1522
As appears in the previous graph, a scale-out Synnefo deployment consists of
1523
multiple physical nodes that have the following roles:
1524

    
1525
* **WEBSERVER**: A web server running in front of gunicorn (e.g.: Apache, nginx)
1526
* **ASTAKOS**: The Astakos application (gunicorn)
1527
* **ASTAKOS_DB**: The Astakos database (postgresql)
1528
* **PITHOS**: The Pithos application (gunicorn)
1529
* **PITHOS_DB**: The Pithos database (postgresql)
1530
* **CYCLADES**: The Cyclades application (gunicorn)
1531
* **CYCLADES_DB**: The Cyclades database (postgresql)
1532
* **MQ**: The message queue (RabbitMQ)
1533
* **GANETI_MASTER**: The Ganeti master of a Ganeti cluster
1534
* **GANETI_NODE** : A VM-capable Ganeti node of a Ganeti cluster
1535

    
1536
You will probably also have:
1537

    
1538
* **CMS**: The CMS used as a frotend portal for the Synnefo services
1539
* **NS**: A nameserver serving all other Synnefo nodes and resolving Synnefo FQDNs
1540
* **CLIENT**: A machine that runs the Synnefo clients (e.g.: kamaki, Web UI),
1541
              most of the times, the end user's local machine
1542

    
1543
From this point we will also refer to the following groups of roles:
1544

    
1545
* **SYNNEFO**: [ **ASTAKOS**, **ASTAKOS_DB**, **PITHOS**, **PITHOS_DB**, **CYCLADES**, **CYCLADES_DB**, **MQ**, **CMS**]
1546
* **G_BACKEND**: [**GANETI_MASTER**, **GANETI_NODE**]
1547

    
1548
Of course, when deploying Synnefo you can combine multiple of the above roles on a
1549
single physical node, but if you are trying to scale out, the above separation
1550
gives you significant advantages.
1551

    
1552
So, in the next section we will take a look on what components you will have to
1553
install on each physical node depending on its Synnefo role. We assume the graph's
1554
architecture.
1555

    
1556
Components for each role
1557
------------------------
1558

    
1559
When deploying Synnefo in large scale, you need to install different Synnefo
1560
or/and third party components on different physical nodes according to their
1561
Synnefo role, as stated in the previous section.
1562

    
1563
Specifically:
1564

    
1565
Role **WEBSERVER**
1566
    * Synnefo components: `None`
1567
    * 3rd party components: Apache
1568
Role **ASTAKOS**
1569
    * Synnefo components: `snf-webproject`, `snf-astakos-app`
1570
    * 3rd party components: Django, Gunicorn
1571
Role **ASTAKOS_DB**
1572
    * Synnefo components: `None`
1573
    * 3rd party components: PostgreSQL
1574
Role **PITHOS**
1575
    * Synnefo components: `snf-webproject`, `snf-pithos-app`, `snf-pithos-webclient`
1576
    * 3rd party components: Django, Gunicorn
1577
Role **PITHOS_DB**
1578
    * Synnefo components: `None`
1579
    * 3rd party components: PostgreSQL
1580
Role **CYCLADES**
1581
    * Synnefo components: `snf-webproject`, `snf-cyclades-app`, `snf-vncauthproxy`
1582
    * 3rd party components: Django Gunicorn
1583
Role **CYCLADES_DB**
1584
    * Synnefo components: `None`
1585
    * 3rd party components: PostgreSQL
1586
Role **MQ**
1587
    * Synnefo components: `None`
1588
    * 3rd party components: RabbitMQ
1589
Role **GANETI_MASTER**
1590
    * Synnefo components: `snf-cyclades-gtools`
1591
    * 3rd party components: Ganeti
1592
Role **GANETI_NODE**
1593
    * Synnefo components: `snf-cyclades-gtools`, `snf-network`, `snf-image`, `nfdhcpd`
1594
    * 3rd party components: Ganeti
1595
Role **CMS**
1596
    * Synnefo components: `snf-webproject`, `snf-cloudcms`
1597
    * 3rd party components: Django, Gunicorn
1598
Role **NS**
1599
    * Synnefo components: `None`
1600
    * 3rd party components: BIND
1601
Role **CLIENT**
1602
    * Synnefo components: `kamaki`, `snf-image-creator`
1603
    * 3rd party components: `None`
1604

    
1605
Example scale out installation
1606
------------------------------
1607

    
1608
In this section we describe an example of a medium scale installation which
1609
combines multiple roles on 10 different physical nodes. We also provide a
1610
:ref:`guide <i-synnefo>` to help with such an install.
1611

    
1612
We assume that we have the following 10 physical nodes with the corresponding
1613
roles:
1614

    
1615
Node1:
1616
    **WEBSERVER**, **ASTAKOS**
1617
      Guide sections:
1618
        * :ref:`apt <i-apt>`
1619
        * :ref:`gunicorn <i-gunicorn>`
1620
        * :ref:`apache <i-apache>`
1621
        * :ref:`snf-webproject <i-webproject>`
1622
        * :ref:`snf-astakos-app <i-astakos>`
1623
Node2:
1624
    **WEBSERVER**, **PITHOS**
1625
      Guide sections:
1626
        * :ref:`apt <i-apt>`
1627
        * :ref:`gunicorn <i-gunicorn>`
1628
        * :ref:`apache <i-apache>`
1629
        * :ref:`snf-webproject <i-webproject>`
1630
        * :ref:`snf-pithos-app <i-pithos>`
1631
        * :ref:`snf-pithos-webclient <i-pithos>`
1632
Node3:
1633
    **WEBSERVER**, **CYCLADES**
1634
      Guide sections:
1635
        * :ref:`apt <i-apt>`
1636
        * :ref:`gunicorn <i-gunicorn>`
1637
        * :ref:`apache <i-apache>`
1638
        * :ref:`snf-webproject <i-webproject>`
1639
        * :ref:`snf-cyclades-app <i-cyclades>`
1640
        * :ref:`snf-vncauthproxy <i-cyclades>`
1641
Node4:
1642
    **WEBSERVER**, **CMS**
1643
      Guide sections:
1644
        * :ref:`apt <i-apt>`
1645
        * :ref:`gunicorn <i-gunicorn>`
1646
        * :ref:`apache <i-apache>`
1647
        * :ref:`snf-webproject <i-webproject>`
1648
        * :ref:`snf-cloudcms <i-cms>`
1649
Node5:
1650
    **ASTAKOS_DB**, **PITHOS_DB**, **CYCLADES_DB**
1651
      Guide sections:
1652
        * :ref:`apt <i-apt>`
1653
        * :ref:`postgresql <i-db>`
1654
Node6:
1655
    **MQ**
1656
      Guide sections:
1657
        * :ref:`apt <i-apt>`
1658
        * :ref:`rabbitmq <i-mq>`
1659
Node7:
1660
    **GANETI_MASTER**, **GANETI_NODE**
1661
      Guide sections:
1662
        * :ref:`apt <i-apt>`
1663
        * :ref:`general <i-backends>`
1664
        * :ref:`ganeti <i-ganeti>`
1665
        * :ref:`snf-cyclades-gtools <i-gtools>`
1666
        * :ref:`snf-network <i-network>`
1667
        * :ref:`snf-image <i-image>`
1668
        * :ref:`nfdhcpd <i-network>`
1669
Node8:
1670
    **GANETI_NODE**
1671
      Guide sections:
1672
        * :ref:`apt <i-apt>`
1673
        * :ref:`general <i-backends>`
1674
        * :ref:`ganeti <i-ganeti>`
1675
        * :ref:`snf-cyclades-gtools <i-gtools>`
1676
        * :ref:`snf-network <i-network>`
1677
        * :ref:`snf-image <i-image>`
1678
        * :ref:`nfdhcpd <i-network>`
1679
Node9:
1680
    **GANETI_NODE**
1681
      Guide sections:
1682
        `Same as Node8`
1683
Node10:
1684
    **GANETI_NODE**
1685
      Guide sections:
1686
        `Same as Node8`
1687

    
1688
All sections: :ref:`Scale out Guide <i-synnefo>`
1689

    
1690

    
1691
Upgrade Notes
1692
=============
1693

    
1694
.. toctree::
1695
   :maxdepth: 1
1696

    
1697
   v0.12 -> v0.13 <upgrade/upgrade-0.13>
1698
   v0.13 -> v0.14 <upgrade/upgrade-0.14>
1699
   v0.14 -> v0.14.2 <upgrade/upgrade-0.14.2>
1700
   v0.14.5 -> v0.14.6 <upgrade/upgrade-0.14.6>
1701
   v0.14.7 -> v0.14.8 <upgrade/upgrade-0.14.8>
1702
   v0.14 -> v0.15 <upgrade/upgrade-0.15>
1703

    
1704

    
1705
Changelog, NEWS
1706
===============
1707

    
1708

    
1709
* v0.14.9 :ref:`Changelog <Changelog-0.14.9>`, :ref:`NEWS <NEWS-0.14.9>`
1710
* v0.14.8 :ref:`Changelog <Changelog-0.14.8>`, :ref:`NEWS <NEWS-0.14.8>`
1711
* v0.14.7 :ref:`Changelog <Changelog-0.14.7>`, :ref:`NEWS <NEWS-0.14.7>`
1712
* v0.14.6 :ref:`Changelog <Changelog-0.14.6>`, :ref:`NEWS <NEWS-0.14.6>`
1713
* v0.14.5 :ref:`Changelog <Changelog-0.14.5>`, :ref:`NEWS <NEWS-0.14.5>`
1714
* v0.14.4 :ref:`Changelog <Changelog-0.14.4>`, :ref:`NEWS <NEWS-0.14.4>`
1715
* v0.14.3 :ref:`Changelog <Changelog-0.14.3>`, :ref:`NEWS <NEWS-0.14.3>`
1716
* v0.14.2 :ref:`Changelog <Changelog-0.14.2>`, :ref:`NEWS <NEWS-0.14.2>`
1717
* v0.14 :ref:`Changelog <Changelog-0.14>`, :ref:`NEWS <NEWS-0.14>`
1718
* v0.13 :ref:`Changelog <Changelog-0.13>`, :ref:`NEWS <NEWS-0.13>`