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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> --base-quota 'cyclades.vm' 10
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You can set base quota for all existing users, with possible exceptions, using::
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    # snf-manage user-modify --all --base-quota cyclades.vm 10 --exclude uuid1,uuid2
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All quota for which values different from the default have been set,
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can be listed with::
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    # snf-manage quota-list --with-custom=True
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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> --base-quota 'astakos.pending_app' 5
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When users apply for projects they are not automatically granted
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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
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everything correctly.
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Astakos internals
437
-----------------
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X-Auth-Token
440
~~~~~~~~~~~~
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442
Alice requests a specific resource from a cloud service e.g.: Pithos. In the
443
request she supplies the `X-Auth-Token` to identify whether she is eligible to
444
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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Django Auth methods and Backends
455
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Astakos incorporates Django user authentication system and extends its User model.
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459
Since username field of django User model has a limitation of 30 characters,
460
AstakosUser is **uniquely** identified by the ``email`` instead. Therefore,
461
``astakos.im.authentication_backends.EmailBackend`` is served to authenticate a
462
user using email if the first argument is actually an email, otherwise tries
463
the username.
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A new AstakosUser instance is assigned with a uui as username and also with a
466
``auth_token`` used by the cloud services to authenticate the user.
467
``astakos.im.authentication_backends.TokenBackend`` is also specified in order
468
to authenticate the user using the email and the token fields.
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470
Logged on users can perform a number of actions:
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472
 * access and edit their profile via: ``/im/profile``.
473
 * change their password via: ``/im/password``
474
 * send feedback for grnet services via: ``/im/send_feedback``
475
 * logout (and delete cookie) via: ``/im/logout``
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477
Internal Astakos requests are handled using cookie-based Django user sessions.
478

    
479
External systems should forward to the ``/login`` URI. The server,
480
depending on its configuration will redirect to the appropriate login page.
481
When done with logging in, the service's login URI should redirect to the URI
482
provided with next, adding user and token parameters, which contain the email
483
and token fields respectively.
484

    
485
The login URI accepts the following parameters:
486

    
487
======================  =========================
488
Request Parameter Name  Value
489
======================  =========================
490
next                    The URI to redirect to when the process is finished
491
renew                   Force token renewal (no value parameter)
492
force                   Force logout current user (no value parameter)
493
======================  =========================
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495
External systems inside the ``ASTAKOS_COOKIE_DOMAIN`` scope can acquire the
496
user information by the cookie identified by ``ASTAKOS_COOKIE_NAME`` setting
497
(set during the login procedure).
498

    
499
Finally, backend systems having acquired a token can use the
500
:ref:`authenticate-api-label` API call from a private network or through HTTPS.
501

    
502

    
503
Compute/Network/Image Service (Cyclades)
504
========================================
505

    
506
Introduction
507
------------
508

    
509
Cyclades is the Synnefo component that implements Compute, Network and Image
510
services and exposes the associated OpenStack REST APIs. By running Cyclades
511
you can provide a cloud that can handle thousands of virtual servers and
512
networks.
513

    
514
Cyclades does not include any virtualization software and knows nothing about
515
the low-level VM management operations, e.g. handling of VM creation or
516
migrations among physical nodes. Instead, Cyclades is the component that
517
handles multiple Ganeti backends and exposes the REST APIs. The administrator
518
can expand the infrastructure dynamically either by adding more Ganeti nodes
519
or by adding new Ganeti clusters. Cyclades issue VM control commands to Ganeti
520
via Ganeti's remote API and receive asynchronous notifications from Ganeti
521
backends whenever the state of a VM changes, due to Synnefo- or
522
administrator-initiated commands.
523

    
524
Cyclades is the action orchestrator and the API layer on top of multiple Ganeti
525
clusters. By this decoupled design, Ganeti cluster are self-contained and
526
the administrator has complete control on them without Cyclades knowing about
527
it. For example a VM migration to a different physical node is transparent
528
to Cyclades.
529

    
530
Working with Cyclades
531
---------------------
532

    
533
Flavors
534
~~~~~~~
535

    
536
When creating a VM, the user must specify the `flavor` of the virtual server.
537
Flavors are the virtual hardware templates, and provide a description about
538
the number of CPUs, the amount of RAM, and the size of the disk of the VM.
539
Besides the size of the disk, Cyclades flavors describe the storage backend
540
that will be used for the virtual server.
541

    
542
Flavors are created by the administrator and the user can select one of the
543
available flavors. After VM creation, the user can resize his VM, by
544
adding/removing CPU and RAM.
545

    
546
Cyclades support different storage backends that are described by the disk
547
template of the flavor, which is mapped to Ganeti's instance `disk template`.
548
Currently the available disk templates are the following:
549

    
550
* `file`: regulars file
551
* `sharedfile`: regular files on a shared directory, e.g. NFS
552
* `plain`: logical volumes
553
* `drbd`: drbd on top of lvm volumes
554
* `rbd`: rbd volumes residing inside a RADOS cluster
555
* `ext`: disks provided by an external shared storage.
556

    
557
  - `ext_archipelago`: External shared storage provided by
558
    `Archipelago <http://www.synnefo.org/docs/archipelago/latest/index.html>`_.
559

    
560
Flavors are created by the administrator using `snf-manage flavor-create`
561
command. The command takes as argument number of CPUs, amount of RAM, the size
562
of the disks and the disk templates and create the flavors that belong to the
563
cartesian product of the specified arguments. For example, the following
564
command will create two flavors of `40G` disk size with `drbd` disk template,
565
`4G` RAM and `2` or `4` CPUs.
566

    
567
.. code-block:: console
568

    
569
  snf-manage flavor-create 2,4 4096 40 drbd
570

    
571
To see the available flavors, run `snf-manage flavor-list` command. Finally,
572
the administrator can delete a flavor by using `flavor-modify` command:
573

    
574
.. code-block:: console
575

    
576
  snf-manage flavor-modify --deleted=True <flavor_id>
577

    
578
Images
579
~~~~~~
580

    
581
When creating a VM the user must also specify the `image` of the virtual
582
server. Images are the static templates from which VM instances are
583
initiated. Cyclades uses Pithos to store system and user-provided images,
584
taking advantage of all Pithos features, like deduplication and syncing
585
protocol. An image is a file stored to Pithos with additional metadata that
586
are describing the image, e.g. the OS family or the root partition. To create
587
a new image, the administrator or the user has to upload it a file to Pithos,
588
and then register it as an Image with Cyclades. Then the user can use this
589
image to spawn new VMs from it.
590

    
591
Images can be private, public or shared between users, exactly like Pithos
592
files. Since user-provided public images can be untrusted, the administrator
593
can denote which users are trusted by adding them to the
594
`UI_SYSTEM_IMAGES_OWNERS` setting in the
595
`/etc/synnefo/20-snf-cyclades-app-ui.conf` file. Images of those users are
596
properly displayed in the UI.
597

    
598
When creating a new VM, Cyclades pass the location of the image and it's
599
metadata to Ganeti. After Ganeti creates the instance's disk, `snf-image`
600
will copy the image to the new disk and perform the image customization
601
phase. During the phase, `snf-image` sends notifications to Cyclades about
602
the progress of the image deployment and customization. Customization includes
603
resizing the root file system, file injection (e.g. SSH keys) and setting
604
a custom hostname. For better understanding of `snf-image` read the
605
corresponding `documentation
606
<http://www.synnefo.org/docs/snf-image/latest/index.html>`_.
607

    
608
For passing sensitive data about the image to Ganeti, like the VMs password,
609
Cyclades keeps all sensitive data in memory caches (memcache) and never allows
610
them to hit the disk. The data are exposed to `snf-image` via an one-time URL
611
that is exposed from the `vmapi` application. So, instead of passing sensitive
612
data to `snf-image` via Ganeti, Cyclades pass an one-time configuration URL
613
that contains a random UUID. After `snf-image` gets the sensitive data, the
614
URL is invalidated so no one else can access them.
615

    
616
The administrator can register images, exactly like users, using a system user
617
(a user that is defined in the `UI_SYSTEM_IMAGES_OWNERS` setting). For
618
example, the following command will register the
619
`pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump` as an
620
image to Cyclades:
621

    
622
.. code-block:: console
623

    
624
 kamaki image register "Debian Base" \
625
        pithos://u53r-un1qu3-1d/images/debian_base-6.0-7-x86_64.diskdump \
626
        --public \
627
        --disk-format=diskdump \
628
        --property OSFAMILY=linux --property ROOT_PARTITION=1 \
629
        --property description="Debian Squeeze Base System" \
630
        --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \
631
        --property sortorder=1 --property USERS=root --property OS=debian
632

    
633
Deletion of an image is done via `kamaki image unregister` command, which will
634
delete the Cyclades Images but will leave the Pithos file as is (unregister).
635

    
636
Apart from using `kamaki` to see and hangle the available images, the
637
administrator can use `snf-manage image-list` and `snf-manage image-show`
638
commands to list and inspect the available public images. Also, the `--user-id`
639
option can be used the see the images of a specific user.
640

    
641
Virtual Servers
642
~~~~~~~~~~~~~~~
643

    
644
As mentioned, Cyclades uses Ganeti for management of VMs. The administrator can
645
handle Cyclades VMs just like any other Ganeti instance, via `gnt-instance`
646
commands. All Ganeti instances that belong to Synnefo, are separated from
647
others, by a prefix in their names. This prefix is defined in
648
``BACKEND_PREFIX_ID`` setting in
649
``/etc/synnefo/20-snf-cyclades-app-backend.conf``.
650

    
651
Apart from handling Cyclades VM at the Ganeti level, the administrator can
652
also use the `snf-manage server-*` commands. These command cover the most
653
common tasks that are relative with VM handling. Below we describe come
654
of them, but for more information you can use the `--help` option of all
655
`snf-manage server-* commands`. These command cover the most
656

    
657
The `snf-manage server-create` command can be used to create a new VM for some
658
user. This command can be useful when the administrator wants to test Cyclades
659
functionality without starting the API service, e.g. after an upgrade. Also, by
660
using `--backend-id` option, the VM will be created in the specified backend,
661
bypassing automatic VM allocation.
662

    
663
.. code-block:: console
664

    
665
 snf-manage server-create --flavor-id=1 --image-id=fc0f6858-f962-42ce-bf9a-1345f89b3d5e \
666
    --user-id=7cf4d078-67bf-424d-8ff2-8669eb4841ea --backend-id=2 \
667
    --password='example_passw0rd' --name='test_vm'
668

    
669
The above commnd will create a new VM for user
670
`7cf4d078-67bf-424d-8ff2-8669eb4841ea` in the Ganeti backend with ID 2. By
671
default this command will issue a Ganeti job to create the VM
672
(`OP_INSTANCE_CREATE`) and return. As in other commands, the `--wait=True`
673
option can be used in order to wait for the successful completion of the job.
674

    
675
`snf-manage server-list` command can be used to list all the available servers.
676
The command supports some useful options, like listing servers of a user,
677
listing servers that exist in a Ganeti backend and listing deleted servers.
678
Also, as in most of `*-list` commands, the `--filter-by` option can be used to
679
filter the results. For example, the following command will only display the
680
started servers of a specific flavor:
681

    
682
.. code-block:: console
683

    
684
 snf-manage server-list --filter-by="operstate=STARTED,flavor=<flavor_id>"
685

    
686
Another very useful command is the `server-inspect` command which will display
687
all available information about the state of the server in DB and the state
688
of the server in the Ganeti backend. The output will give you an easy overview
689
about the state of the VM which can be useful for debugging.
690

    
691
Also the administrator can `suspend` a user's VM, using the `server-modify`
692
command:
693

    
694
.. code-block:: console
695

    
696
 snf-manage server-modify --suspended=True <server_id>
697

    
698
The user is forbidden to do any action on an administratively suspended VM,
699
which is useful for abuse cases.
700

    
701
Ganeti backends
702
~~~~~~~~~~~~~~~
703

    
704
Since v0.11, Synnefo is able to manage multiple Ganeti clusters (backends)
705
making it capable to scale linearly to tens of thousands of VMs. Backends
706
can be dynamically added or removed via `snf-manage` commands.
707

    
708
Each newly created VM is allocated to a Ganeti backend by the Cyclades backend
709
allocator. The VM is "pinned" to this backend, and can not change through its
710
lifetime. The backend allocator decides in which backend to spawn the VM based
711
on the available resources of each backend, trying to balance the load between
712
them. Also, Networks are created to all Ganeti backends, in order to ensure
713
that VMs residing on different backends can be connected to the same networks.
714

    
715
A backend can be marked as `drained` in order to be excluded from automatic
716
servers allocation and not receive new servers. Also, a backend can be marked
717
as `offline` to denote that the backend is not healthy (e.g. broken master)
718
and avoid the penalty of connection timeouts.
719

    
720
Finally, Cyclades is able to manage Ganeti backends with different enabled
721
hypervisors (`kvm`, `xen`), and different enabled disk templates.
722

    
723
Listing existing backends
724
`````````````````````````
725
To list all the Ganeti backends known to Synnefo, we run:
726

    
727
.. code-block:: console
728

    
729
   $ snf-manage backend-list
730

    
731
Adding a new Ganeti backend
732
```````````````````````````
733
Backends are dynamically added under the control of Synnefo with `snf-manage
734
backend-add` command. In this section it is assumed that a Ganeti cluster,
735
named ``cluster.example.com`` is already up and running and configured to be
736
able to host Synnefo VMs.
737

    
738
To add this Ganeti cluster, we run:
739

    
740
.. code-block:: console
741

    
742
   $ snf-manage backend-add --clustername=cluster.example.com --user="synnefo_user" --pass="synnefo_pass"
743

    
744
where ``clustername`` is the Cluster hostname of the Ganeti cluster, and
745
``user`` and ``pass`` are the credentials for the `Ganeti RAPI user
746
<http://docs.ganeti.org/ganeti/2.2/html/rapi.html#users-and-passwords>`_.  All
747
backend attributes can be also changed dynamically using the `snf-manage
748
backend-modify` command.
749

    
750
``snf-manage backend-add`` will also create all existing public networks to
751
the new backend. You can verify that the backend is added, by running
752
`snf-manage backend-list`.
753

    
754
Note that no VMs will be spawned to this backend, since by default it is in a
755
``drained`` state after addition in order to manually verify the state of the
756
backend.
757

    
758
So, after making sure everything works as expected, make the new backend active
759
by un-setting the ``drained`` flag. You can do this by running:
760

    
761
.. code-block:: console
762

    
763
   $ snf-manage backend-modify --drained=False <backend_id>
764

    
765
Allocation of VMs in Ganeti backends
766
````````````````````````````````````
767
As already mentioned, the Cyclades backend allocator is responsible for
768
allocating new VMs to backends. This allocator does not choose the exact Ganeti
769
node that will host the VM but just the Ganeti backend. The exact node is
770
chosen by the Ganeti cluster's allocator (hail).
771

    
772
The decision about which backend will host a VM is based on the available
773
resources. The allocator computes a score for each backend, that shows its load
774
factor, and the one with the minimum score is chosen. The admin can exclude
775
backends from the allocation phase by marking them as ``drained`` by running:
776

    
777
.. code-block:: console
778

    
779
   $ snf-manage backend-modify --drained=True <backend_id>
780

    
781
The backend resources are periodically updated, at a period defined by
782
the ``BACKEND_REFRESH_MIN`` setting, or by running `snf-manage
783
backend-update-status` command. It is advised to have a cron job running this
784
command at a smaller interval than ``BACKEND_REFRESH_MIN`` in order to remove
785
the load of refreshing the backends stats from the VM creation phase.
786

    
787
Finally, the admin can decide to have a user's VMs being allocated to a
788
specific backend, with the ``BACKEND_PER_USER`` setting. This is a mapping
789
between users and backends. If the user is found in ``BACKEND_PER_USER``, then
790
Synnefo allocates all his/hers VMs to the specific backend in the variable,
791
even if is marked as drained (useful for testing).
792

    
793
Allocation based on disk-templates
794
**********************************
795

    
796
Besides the available resources of each Ganeti backend, the allocator takes
797
into consideration the disk template of the instance when trying to allocate it
798
to a Ganeti backend. Specifically, the allocator checks if the flavor of the
799
instance belongs to the available disk templates of each Ganeti backend.
800

    
801
A Ganeti cluster has a list of enabled disk templates
802
(`--enabled-disk-templates`) and a list of allowed disk templates for new
803
instances (`--ipolicy-disk-templates`). See the `gnt-cluster` manpage for more
804
details about these options.
805

    
806
When Synnefo allocates an instance, it checks whether the disk template of the
807
new instance belongs both in the enabled and ipolicy disk templates. You can
808
see the list of the available disk-templates by running `snf-manage
809
backend-list`. This list should be updated automatically after changing
810
these options in Ganeti and it can also be updated by running `snf-manage
811
backend-update-status`.
812

    
813
So the administrator, can route instances on different backends based on their
814
flavor disk template, by modifying the enabled or ipolicy disk templates of
815
each backend.  Also, the administrator can route instances between different
816
nodes of the same Ganeti backend, by modifying the same options at the
817
nodegroup level (see `gnt-group` manpage for mor details).
818

    
819
Removing an existing Ganeti backend
820
```````````````````````````````````
821
In order to remove an existing backend from Synnefo, you must first make
822
sure that there are not active servers in the backend, and then run:
823

    
824
.. code-block:: console
825

    
826
   # snf-manage backend-remove <backend_id>
827

    
828

    
829
Virtual Networks
830
~~~~~~~~~~~~~~~~
831

    
832
Cyclades also implements the Network service and exposes the Quantum Openstack
833
API. Cyclades supports full IPv4 and IPv6 connectivity to the public internet
834
for it's VMs. Also, Cyclades provides L2 and L3 virtual private networks,
835
giving the user freedom to create arbitraty network topologies of
836
interconnected VMs.
837

    
838
Public networking is desployment specific and must be customized based on the
839
specific needs of the system administrator. Private virtual networks can be
840
provided by different network technologies which are exposed as different
841
network flavors. For better understanding of networking please refer to the
842
:ref:`Network <networks>` section.
843

    
844
A Cyclades virtual network is an isolated Layer-2 broadcast domain. A network
845
can also have an associated IPv4 and IPv6 subnet representing the Layer-3
846
characteristics of the network. Each subnet represents an IP address block
847
that is used in order to assign addresses to VMs.
848

    
849
To connect a VM to a network, a port must be created, which represent a virtual
850
port on a network switch. VMs are connected to networks by attaching a virtual
851
interface to a port.
852

    
853
Cyclades also supports `floating IPs`, which are public IPv4 addresses that
854
can dynamically(hotplug-able) be added and removed to VMs. Floating IPs are
855
a quotable resource that is allocated to each user. Unlike other cloud
856
platforms, floating IPs are not implemented using 1-1 NAT to a ports private
857
IP. Instead, floating IPs are directly assigned to virtual interfaces of VMs.
858

    
859
Exactly like VMS, networks can be handled as Ganeti networks via `gnt-network`
860
commands. All Ganeti networks that belong to Synnefo are named with the prefix
861
`${BACKEND_PREFIX_ID}-net-`. Also, there are a number of `snf-manage` commands
862
for handling of `networks`, `subnets`, `ports` and `floating IPs`. Below
863
we will present a use case scenario using some of these commands. For better
864
understanding of these commands, refer to their help messages.
865

    
866
Create a virtual private network for user
867
`7cf4d078-67bf-424d-8ff2-8669eb4841ea` using the `PHYSICAL_VLAN` flavor, which
868
means that the network will be uniquely assigned a phsyical VLAN. The network
869
is assigned an IPv4 subnet, described by it's CIDR and gateway. Also,
870
the `--dhcp=True` option is used, to make `nfdhcpd` respone to DHCP queries
871
from VMs.
872

    
873
.. code-block:: console
874

    
875
 snf-manage network-create --owner=7cf4d078-67bf-424d-8ff2-8669eb4841ea --name=prv_net-1 \
876
    --subnet=192.168.2.0/24 --gateway=192.168.2.1 --dhcp=True --flavor=PHYSICAL_VLAN
877

    
878
Inspect the state of the network in Cyclades DB and in all the Ganeti backends:
879

    
880
.. code-block:: console
881

    
882
  snf-manage network-inspect <network_id>
883

    
884
Inspect the state of the network's subnet, containg an overview of the
885
subnet's IPv4 address allocation pool:
886

    
887
.. code-block:: console
888

    
889
  snf-manage subnet-inspect <subnet_id>
890

    
891
Connect a VM to the created private network. The port will be automatically
892
be assigned an IPv4 address from one of the network's available IPs. This
893
command will result in sending an `OP_INSTANCE_MODIFY` Ganeti command and
894
attaching a NIC to the specified Ganeti instance.
895

    
896
.. code-block:: console
897

    
898
 snf-manage port-create --network=<network_id> --server=<server_id>
899

    
900
Inspect the state of the the port in Cyclades DB and in the Ganeti backend:
901

    
902
.. code-block:: console
903

    
904
 snf-manage port-inspect <port_id>
905

    
906
Disconnect the VM from the network and delete the network:
907

    
908
.. code-block:: console
909

    
910
 snf-manage port-remove <port_id>
911
 snf-manage network-remove <network_id>
912

    
913
Managing Network Resources
914
``````````````````````````
915

    
916
Proper operation of the Cyclades Network Service depends on the unique
917
assignment of specific resources to each type of virtual network. Specifically,
918
these resources are:
919

    
920
* IP addresses. Cyclades creates a Pool of IPs for each Network, and assigns a
921
  unique IP address to each VM, thus connecting it to this Network. You can see
922
  the IP pool of each network by running `snf-manage subnet-inspect
923
  <subnet_ID>`. IP pools are automatically created and managed by Cyclades,
924
  depending on the subnet of the Network.
925
* Bridges corresponding to physical VLANs, which are required for networks of
926
  type `PRIVATE_PHYSICAL_VLAN`.
927
* One Bridge corresponding to one physical VLAN which is required for networks of
928
  type `PRIVATE_MAC_PREFIX`.
929

    
930
IPv4 addresses
931
**************
932

    
933
An allocation pool of IPv4 addresses is automatically created for every network
934
with an IPv4 subnet. By default, the allocation pool contains the range of IP
935
addresses that are included in the subnet, except from the gateway and the
936
broadcast address of the network. The range of IP addresses can be restricted
937
using the `--allocation-pool` option of `snf-manage network-create` command.
938
The admin can externally reserve IP addresses to exclude them from automatic
939
allocation with the `--add-reserved-ips` option of `snf-manage network-modify`
940
command. For example the following command will reserve two IP addresses from
941
network with ID `42`:
942

    
943
.. code-block:: console
944

    
945
 snf-manage network-modify --add-reserved-ips=10.0.0.21,10.0.0.22 42
946

    
947
.. warning:: Externally reserving IP addresses is also available at the Ganeti.
948
 However, when using Cyclades with multiple Ganeti backends, the handling of
949
 IP pools must be performed from Cyclades!
950

    
951
Bridges
952
*******
953

    
954
As already mentioned Cyclades use a pool of Bridges that must correspond
955
to Physical VLAN at the Ganeti level. A bridge from the pool is assigned to
956
each network of flavor `PHYSICAL_VLAN`. Creation of this pool is done
957
using `snf-manage pool-create` command. For example the following command
958
will create a pool containing the brdiges from `prv1` to `prv21`.
959

    
960
.. code-block:: console
961

    
962
   # snf-manage pool-create --type=bridge --base=prv --size=20
963

    
964
You can verify the creation of the pool, and check its contents by running:
965

    
966
.. code-block:: console
967

    
968
   # snf-manage pool-list
969
   # snf-manage pool-show --type=bridge 1
970

    
971
Finally you can use the `pool-modify` management command in order to externally
972
reserve the values from pool, extend or shrink the pool if possible.
973

    
974
MAC Prefixes
975
************
976

    
977
Cyclades also use a pool of MAC prefixes to assign to networks of flavor
978
`MAC_FILTERED`. Handling of this pool is done exactly as with pool of bridges,
979
except that the type option must be set to mac-prefix:
980

    
981
.. code-block:: console
982

    
983
   # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
984

    
985
The above command will create a pool of MAC prefixes from ``aa:00:1`` to
986
``b9:ff:f``. The MAC prefix pool is responsible for providing only unicast and
987
locally administered MAC addresses, so many of these prefixes will be
988
externally reserved, to exclude from allocation.
989

    
990
Pool reconciliation
991
*******************
992

    
993
The management command `snf-manage reconcile-pools` can be used that all the
994
above mentioned pools are consistent and that all values that come from the
995
pool are not used more than once.
996

    
997

    
998
Cyclades advanced operations
999
----------------------------
1000

    
1001
.. _admin-guide-stats:
1002

    
1003
VM stats collecting
1004
~~~~~~~~~~~~~~~~~~~
1005

    
1006
snf-cyclades-gtools comes with a collectd plugin to collect CPU and network
1007
stats for Ganeti VMs and an example collectd configuration. snf-stats-app is a
1008
Django (snf-webproject) app that serves the VM stats graphs by reading the VM
1009
stats (from RRD files) and serves graphs.
1010

    
1011
The snf-stats-app was originally written by `GRNET NOC <http://noc.grnet.gr>`_
1012
as a WSGI Python app and was ported to a Synnefo (snf-webproject) app.
1013

    
1014
snf-stats-app configuration
1015
```````````````````````````
1016

    
1017
The snf-stats-app node should have collectd installed. The collectd
1018
configuration should enable the network plugin, assuming the server role, and
1019
the RRD plugin / backend, to store the incoming stats. Your
1020
``/etc/collectd/collectd.conf`` should look like:
1021

    
1022
.. code-block:: console
1023

    
1024
    FQDNLookup true
1025
    LoadPlugin syslog
1026
    <Plugin syslog>
1027
        LogLevel info
1028
    </Plugin>
1029

    
1030
    LoadPlugin network
1031
    LoadPlugin rrdtool
1032
    <Plugin network>
1033
        TimeToLive 128
1034
        <Listen "okeanos.io" "25826">
1035
            SecurityLevel "Sign"
1036
            AuthFile "/etc/collectd/passwd"
1037
        </Listen>
1038

    
1039
        ReportStats false
1040
        MaxPacketSize 65535
1041
    </Plugin>
1042

    
1043

    
1044
    <Plugin rrdtool>
1045
        DataDir "/var/lib/collectd/rrd"
1046
        CacheTimeout 120
1047
        CacheFlush 900
1048
        WritesPerSecond 30
1049
        RandomTimeout 0
1050
    </Plugin>
1051

    
1052
    Include "/etc/collectd/filters.conf"
1053
    Include "/etc/collectd/thresholds.conf"
1054

    
1055

    
1056
An example collectd config file is provided in
1057
``/usr/share/doc/snf-stats-app/examples/stats-colletcd.conf``.
1058

    
1059
The recommended deployment is to run snf-stats-app using gunicorn with an
1060
Apache2 or nginx reverse proxy (using the same configuration as the other
1061
Synnefo services / apps). An example gunicorn config file is provided in
1062
``/usr/share/doc/snf-stats-app/examples/stats.gunicorn``.
1063

    
1064
Make sure to edit the settings under
1065
``/etc/synnefo/20-snf-stats-app-settings.conf`` to match your deployment.
1066
More specifically, you should change the ``STATS_BASE_URL`` setting (refer
1067
to previous documentation on the BASE_URL settings used by the other Synnefo
1068
services / apps) and the ``RRD_PREFIX`` and ``GRAPH_PREFIX`` settings.
1069

    
1070
You should also set the ``STATS_SECRET_KEY`` to a random string and make sure
1071
it's the same at the ``CYCLADES_STATS_SECRET_KEY`` on the Cyclades host (see
1072
below).
1073

    
1074
``RRD_PREFIX`` is the directory where collectd stores the RRD files. The
1075
default setting matches the default RRD directory for the collectd RRDtool
1076
plugin. In a more complex setup, the collectd daemon could run on a separate
1077
host and export the RRD directory to the snf-stats-app node via e.g. NFS.
1078

    
1079
``GRAPH_PREFIX`` is the directory where collectd stores the resulting
1080
stats graphs. You should create it manually, in case it doesn't exist.
1081

    
1082
.. code-block::
1083

    
1084
    # mkdir /var/cache/snf-stats-app/
1085
    # chown www-data:wwwdata /var/cache/snf-stats-app/
1086

    
1087
The snf-stats-app will typically run as the ``www-data`` user. In that case,
1088
make sure that the ``www-data`` user should have read access to the
1089
``RRD_PREFIX`` directory and read / write access to the ``GRAPH_PREFIX``
1090
directory.
1091

    
1092
snf-stats-app, based on the ``STATS_BASE_URL`` setting will export the
1093
following URL 'endpoints`:
1094
 * CPU stats bar: ``STATS_BASE_URL``/v1.0/cpu-bar/<encrypted VM hostname>
1095
 * Network stats bar: ``STATS_BASE_URL``/v1.0/net-bar/<encrypted VM hostname>
1096
 * CPU stats daily graph: ``STATS_BASE_URL``/v1.0/cpu-ts/<encrypted VM hostname>
1097
 * Network stats daily graph: ``STATS_BASE_URL``/v1.0/net-ts/<encrypted VM hostname>
1098
 * CPU stats weekly graph: ``STATS_BASE_URL``/v1.0/cpu-ts-w/<encrypted VM hostname>
1099
 * Network stats weekly graph: ``STATS_BASE_URL``/v1.0/net-ts-w/<encrypted VM hostname>
1100

    
1101
You can verify that these endpoints are exported by issuing:
1102

    
1103
.. code-block::
1104

    
1105
    # snf-manage show_urls
1106

    
1107
snf-cyclades-gtools configuration
1108
`````````````````````````````````
1109

    
1110
To enable VM stats collecting, you will need to:
1111
 * Install collectd on the every Ganeti (VM-capable) node.
1112
 * Enable the Ganeti stats plugin in your collectd configuration. This can be
1113
   achived by either copying the example collectd conf file that comes with
1114
   snf-cyclades-gtools
1115
   (``/usr/share/doc/snf-cyclades-gtools/examples/ganeti-stats-collectd.conf``)
1116
   or by adding the following line to your existing (or default) collectd
1117
   conf file:
1118

    
1119
       Include /etc/collectd/ganeti-stats.conf
1120
   
1121
   In the latter case, make sure to configure collectd to send the collected
1122
   stats to your collectd server (via the network plugin). For more details on
1123
   how to do this, check the collectd example config file provided by the
1124
   package and the collectd documentation. 
1125

    
1126
snf-cyclades-app configuration
1127
``````````````````````````````
1128

    
1129
At this point, stats collecting should be enabled and working. You can check
1130
that everything is ok by checking the contents of ``/var/lib/collectd/rrd/``
1131
directory (it will gradually get populated with directories containing RRD
1132
files / stats for every Synnefo instances).
1133

    
1134
You should also check that gunicorn and Apache2 are configured correctly by
1135
accessing the graph URLs for a VM (whose stats have been populated in
1136
``/var/lib/collectd/rrd``).
1137

    
1138
Cyclades uses the ``CYCLADES_STATS_SECRET_KEY`` setting in
1139
``20-snf-cyclades-app`` to encrypt the instance hostname in the stats graph
1140
URL. This settings should be set to a random value and match the
1141
``STATS_SECRET_KEY`` on the Stats host.
1142

    
1143
Cyclades (snf-cyclades-app) fetches the stat graphs for VMs based on four
1144
settings in ``20-snf-cyclades-app-api.conf``. The settings are:
1145

    
1146
 * CPU_BAR_GRAPH_URL = 'https://stats.host/stats/v1.0/cpu-bar/%s'
1147
 * CPU_TIMESERIES_GRAPH_URL = 'https://stats.host/stats/v1.0/cpu-ts/%s'
1148
 * NET_BAR_GRAPH_URL = 'https://stats.host/stats/v1.0/net-bar/%s'
1149
 * NET_TIMESERIES_GRAPH_URL = 'https://stats.host/stats/v1.0/net-ts/%s'
1150

    
1151
Make sure that you change this settings to match your ``STATS_BASE_URL``
1152
(and generally the Apache2 / gunicorn deployment on your stats host).
1153

    
1154
Cyclades will pass these URLs to the Cyclades UI and the user's browser will
1155
fetch them when needed.
1156

    
1157
Reconciliation mechanism
1158
~~~~~~~~~~~~~~~~~~~~~~~~
1159

    
1160
On certain occasions, such as a Ganeti or RabbitMQ failure, the state of
1161
Cyclades database may differ from the real state of VMs and networks in the
1162
Ganeti backends. The reconciliation process is designed to synchronize
1163
the state of the Cyclades DB with Ganeti. There are two management commands
1164
for reconciling VMs and Networks
1165

    
1166
Reconciling Virtual Machines
1167
````````````````````````````
1168

    
1169
Reconciliation of VMs detects the following conditions:
1170

    
1171
 * Stale DB servers without corresponding Ganeti instances
1172
 * Orphan Ganeti instances, without corresponding DB entries
1173
 * Out-of-sync state for DB entries wrt to Ganeti instances
1174

    
1175
To detect all inconsistencies you can just run:
1176

    
1177
.. code-block:: console
1178

    
1179
  $ snf-manage reconcile-servers
1180

    
1181
Adding the `--fix-all` option, will do the actual synchronization:
1182

    
1183
.. code-block:: console
1184

    
1185
  $ snf-manage reconcile-servers --fix-all
1186

    
1187
Please see ``snf-manage reconcile-servers --help`` for all the details.
1188

    
1189
Reconciling Networks
1190
````````````````````
1191

    
1192
Reconciliation of Networks detects the following conditions:
1193

    
1194
  * Stale DB networks without corresponding Ganeti networks
1195
  * Orphan Ganeti networks, without corresponding DB entries
1196
  * Private networks that are not created to all Ganeti backends
1197

    
1198
To detect all inconsistencies you can just run:
1199

    
1200
.. code-block:: console
1201

    
1202
  $ snf-manage reconcile-networks
1203

    
1204
Adding the `--fix-all` option, will do the actual synchronization:
1205

    
1206
.. code-block:: console
1207

    
1208
  $ snf-manage reconcile-networks --fix-all
1209

    
1210
Please see ``snf-manage reconcile-networks --help`` for all the details.
1211

    
1212
Reconciling Pools
1213
`````````````````
1214

    
1215
Reconciliation of pools will check the consistency of available pools by
1216
checking that the values from each pool are not used more than once, and also
1217
that the only reserved values in a pool are the ones used. Pool reconciliation
1218
will check pools of bridges, MAC prefixes, and IPv4 addresses for all networks.
1219

    
1220
.. code-block:: console
1221

    
1222
  $ snf-manage reconcile-pools
1223
  $ snf-manage reconcile-pools --fix
1224

    
1225
Helpdesk
1226
--------
1227

    
1228
Helpdesk application provides the ability to view the virtual servers and
1229
networks of all users, along with the ability to perform some basic actions
1230
like administratively suspending a server. You can perform look-ups by
1231
user UUID or email, by server ID (vm-$id) or by an IPv4 address.
1232

    
1233
If you want to activate the helpdesk application you can set to `True` the
1234
`HELPDESK_ENABLED` setting. Access to helpdesk views (under
1235
`$BASE_URL/helpdesk`) is only to allowed to users that belong to Astakos
1236
groups defined in the `HELPDESK_PERMITTED_GROUPS` setting, which by default
1237
contains the `helpdesk` group. For example, to allow <user_id>
1238
to access helpdesk view, you should run the following command in the Astakos
1239
node:
1240

    
1241
.. code-block:: console
1242

    
1243
 snf-manage group-add helpdesk
1244
 snf-manage user-modify --add-group=helpdesk <user_id>
1245

    
1246

    
1247
Cyclades internals
1248
------------------
1249

    
1250
Asynchronous communication with Ganeti backends
1251
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1252
Synnefo uses Google Ganeti backends for VM cluster management. In order for
1253
Cyclades to be able to handle thousands of user requests, Cyclades and Ganeti
1254
communicate asynchronously. Briefly, requests are submitted to Ganeti through
1255
Ganeti's RAPI/HTTP interface, and then asynchronous notifications about the
1256
progress of Ganeti jobs are being created and pushed upwards to Cyclades. The
1257
architecture and communication with a Ganeti backend is shown in the graph
1258
below:
1259

    
1260
.. image:: images/cyclades-ganeti-communication.png
1261
   :width: 50%
1262
   :target: _images/cyclades-ganeti-communication.png
1263

    
1264
The Cyclades API server is responsible for handling user requests. Read-only
1265
requests are directly served by looking up the Cyclades DB. If the request
1266
needs an action in the Ganeti backend, Cyclades submit jobs to the Ganeti
1267
master using the `Ganeti RAPI interface
1268
<http://docs.ganeti.org/ganeti/2.2/html/rapi.html>`_.
1269

    
1270
While Ganeti executes the job, `snf-ganeti-eventd`, and `snf-progress-monitor`
1271
are monitoring the progress of the job and send corresponding messages to the
1272
RabbitMQ servers. These components are part of `snf-cyclades-gtools` and must
1273
be installed on all Ganeti nodes. Specially:
1274

    
1275
* *snf-ganeti-eventd* sends messages about operations affecting the operating
1276
  state of instances and networks. Works by monitoring the Ganeti job queue.
1277
* *snf-progress_monitor* sends messages about the progress of the Image deployment
1278
  phase which is done by the Ganeti OS Definition `snf-image`.
1279

    
1280
Finally, `snf-dispatcher` consumes messages from the RabbitMQ queues, processes
1281
these messages and properly updates the state of the Cyclades DB. Subsequent
1282
requests to the Cyclades API, will retrieve the updated state from the DB.
1283

    
1284

    
1285
List of all Synnefo components
1286
==============================
1287

    
1288
They are also available from our apt repository: ``apt.dev.grnet.gr``
1289

    
1290
 * `snf-common <http://www.synnefo.org/docs/snf-common/latest/index.html>`_
1291
 * `snf-webproject <http://www.synnefo.org/docs/snf-webproject/latest/index.html>`_
1292
 * `snf-astakos-app <http://www.synnefo.org/docs/astakos/latest/index.html>`_
1293
 * `snf-pithos-backend <http://www.synnefo.org/docs/pithos/latest/backends.html>`_
1294
 * `snf-pithos-app <http://www.synnefo.org/docs/pithos/latest/index.html>`_
1295
 * `snf-pithos-webclient <http://www.synnefo.org/docs/pithos-webclient/latest/index.html>`_
1296
 * `snf-cyclades-app <http://www.synnefo.org/docs/snf-cyclades-app/latest/index.html>`_
1297
 * `snf-cyclades-gtools <http://www.synnefo.org/docs/snf-cyclades-gtools/latest/index.html>`_
1298
 * `astakosclient <http://www.synnefo.org/docs/astakosclient/latest/index.html>`_
1299
 * `snf-vncauthproxy <https://code.grnet.gr/projects/vncauthproxy>`_
1300
 * `snf-image <http://www.synnefo.org/docs/snf-image/latest/index.html/>`_
1301
 * `snf-image-creator <http://www.synnefo.org/docs/snf-image-creator/latest/index.html>`_
1302
 * `snf-occi <http://www.synnefo.org/docs/snf-occi/latest/index.html>`_
1303
 * `snf-cloudcms <http://www.synnefo.org/docs/snf-cloudcms/latest/index.html>`_
1304
 * `nfdhcpd <https://code.grnet.gr/projects/nfdhcpd>`_
1305

    
1306

    
1307
Synnefo management commands ("snf-manage")
1308
==========================================
1309

    
1310
Each Synnefo service, Astakos, Pithos and Cyclades are controlled by the
1311
administrator using the "snf-manage" admin tool. This tool is an extension of
1312
the Django command-line management utility. It is run on the host that runs
1313
each service and provides different types of commands depending the services
1314
running on the host. If you are running more than one service on the same host
1315
"snf-manage" adds all the corresponding commands for each service dynamically,
1316
providing a unified admin environment.
1317

    
1318
To run "snf-manage" you just type:
1319

    
1320
.. code-block:: console
1321

    
1322
   # snf-manage <command> [arguments]
1323

    
1324
on the corresponding host that runs the service. For example, if you have all
1325
services running on different physical hosts you would do:
1326

    
1327
.. code-block:: console
1328

    
1329
   root@astakos-host # snf-manage <astakos-command> [argument]
1330
   root@pithos-host # snf-manage <pithos-command> [argument]
1331
   root@cyclades-host # snf-manage <cyclades-command> [argument]
1332

    
1333
If you have all services running on the same host you would do:
1334

    
1335
.. code-block:: console
1336

    
1337
   root@synnefo-host # snf-manage <{astakos,pithos,cyclades}-command> [argument]
1338

    
1339
Note that you cannot execute a service's command on a host that is not running
1340
this service. For example, the following will return an error if Astakos and
1341
Cyclades are installed on different physical hosts:
1342

    
1343
.. code-block:: console
1344

    
1345
   root@astakos-host # snf-manage <cyclades-command> [argument]
1346
   Unknown command: 'cyclades-command'
1347
   Type 'snf-manage help' for usage.
1348

    
1349
This is the complete list of "snf-manage" commands for each service.
1350

    
1351
Astakos snf-manage commands
1352
---------------------------
1353

    
1354
============================  ===========================
1355
Name                          Description
1356
============================  ===========================
1357
fix-superusers                Transform superusers created by syncdb into AstakosUser instances
1358
cleanup-full                  Cleanup sessions and session catalog
1359
commission-list               List pending commissions
1360
commission-show               Show details for a pending commission
1361
component-add                 Register a component
1362
component-list                List components
1363
component-modify              Modify component attributes
1364
component-show                Show component details
1365
project-control               Manage projects and applications
1366
project-list                  List projects
1367
project-show                  Show project details
1368
quota-list                    List user quota
1369
quota-verify                  Check the integrity of user quota
1370
reconcile-resources-astakos   Reconcile resource usage of Quotaholder with Astakos DB
1371
resource-list                 List resources
1372
resource-modify               Modify a resource's default base quota and boolean flags
1373
service-export-astakos        Export Astakos services and resources in JSON format
1374
service-import                Register services
1375
service-list                  List services
1376
service-show                  Show service details
1377
term-add                      Add approval terms
1378
user-activation-send          Send user activation
1379
user-add                      Add user
1380
authpolicy-add                Create a new authentication provider policy profile
1381
authpolicy-list               List existing authentication provider policy profiles
1382
authpolicy-remove             Remove an authentication provider policy
1383
authpolicy-set                Assign an existing authentication provider policy profile to a user or group
1384
authpolicy-show               Show authentication provider profile details
1385
group-add                     Create a group with the given name
1386
group-list                    List available groups
1387
user-list                     List users
1388
user-modify                   Modify user
1389
user-show                     Show user details
1390
============================  ===========================
1391

    
1392
Pithos snf-manage commands
1393
--------------------------
1394

    
1395
============================  ===========================
1396
Name                          Description
1397
============================  ===========================
1398
reconcile-commissions-pithos  Display unresolved commissions and trigger their recovery
1399
service-export-pithos         Export Pithos services and resources in JSON format
1400
reconcile-resources-pithos    Detect unsynchronized usage between Astakos and Pithos DB resources and synchronize them if specified so.
1401
============================  ===========================
1402

    
1403
Cyclades snf-manage commands
1404
----------------------------
1405

    
1406
============================== ===========================
1407
Name                           Description
1408
============================== ===========================
1409
backend-add                    Add a new Ganeti backend
1410
backend-list                   List backends
1411
backend-modify                 Modify a backend
1412
backend-update-status          Update backend statistics for instance allocation
1413
backend-remove                 Remove a Ganeti backend
1414
enforce-resources-cyclades     Check and fix quota violations for Cyclades resources
1415
server-create                  Create a new server
1416
server-show                    Show server details
1417
server-list                    List servers
1418
server-modify                  Modify a server
1419
server-import                  Import an existing Ganeti VM into synnefo
1420
server-inspect                 Inspect a server in DB and Ganeti
1421
network-create                 Create a new network
1422
network-list                   List networks
1423
network-modify                 Modify a network
1424
network-inspect                Inspect network state in DB and Ganeti
1425
network-remove                 Delete a network
1426
flavor-create                  Create a new flavor
1427
flavor-list                    List flavors
1428
flavor-modify                  Modify a flavor
1429
image-list                     List images
1430
image-show                     Show image details
1431
pool-create                    Create a bridge or mac-prefix pool
1432
pool-show                      Show pool details
1433
pool-list                      List pools
1434
pool-modify                    Modify a pool
1435
pool-remove                    Delete a pool
1436
port-create                    Create a port connecting a server to a network
1437
port-inspect                   Inspect the state of a port in DB and Ganeti
1438
port-list                      List ports
1439
port-remove                    Delete a port
1440
floating-ip-create             Create a new floating IP
1441
floating-ip-attach             Attach a floating IP to a server
1442
floating-ip-detach             Detach a floating IP from a server
1443
floating-ip-list               List floating IPs
1444
floating-ip-remove             Delete a floating IP
1445
queue-inspect                  Inspect the messages of a RabbitMQ queue
1446
queue-retry                    Resend messages from Dead Letter queues to original exchanges
1447
service-export-cyclades        Export Cyclades services and resources in JSON format
1448
subnet-create                  Create a subnet
1449
subnet-inspect                 Inspect a subnet in DB
1450
subnet-list                    List subnets
1451
subnet-modify                  Modify a subnet
1452
reconcile-servers              Reconcile servers of Synnefo DB with state of Ganeti backend
1453
reconcile-networks             Reconcile networks of Synnefo DB with state of Ganeti backend
1454
reconcile-pools                Check consistency of pool resources
1455
reconcile-commissions-cyclades Detect and resolve pending commissions to Quotaholder
1456
reconcile-resources-cyclades   Reconcile resource usage of Astakos with Cyclades DB.
1457
============================== ===========================
1458

    
1459

    
1460
Astakos helper scripts
1461
======================
1462

    
1463
Astakos includes two scripts to facilitate the installation procedure.
1464
Running:
1465

    
1466
.. code-block:: console
1467

    
1468
   snf-component-register [<component_name>]
1469

    
1470
automates the registration of the standard Synnefo components (astakos,
1471
cyclades, and pithos) in astakos database. It internally uses the script:
1472

    
1473
.. code-block:: console
1474

    
1475
   snf-service-export <component_name> <base_url>
1476

    
1477
which simulates the export of service and resource definitions of the
1478
standard Synnefo components.
1479

    
1480

    
1481
Pithos managing accounts
1482
========================
1483

    
1484
Pithos provides a utility tool for managing accounts.
1485
To run you just type:
1486

    
1487
.. code-block:: console
1488

    
1489
   # pithos-manage-accounts <command> [arguments]
1490

    
1491
This is the list of the available commands:
1492

    
1493
============================  ===========================
1494
Name                          Description
1495
============================  ===========================
1496
delete                        Remove an account from the Pithos DB
1497
export-quota                  Export account quota in a file
1498
list                          List existing/dublicate accounts
1499
merge                         Move an account contents in another account
1500
set-container-quota           Set container quota for all or a specific account
1501
============================  ===========================
1502

    
1503

    
1504
The "kamaki" API client
1505
=======================
1506

    
1507
To upload, register or modify an image you will need the **kamaki** tool.
1508
Before proceeding make sure that it is configured properly. Verify that
1509
*image.url*, *file.url*, *user.url* and *token* are set as needed:
1510

    
1511
.. code-block:: console
1512

    
1513
   $ kamaki config list
1514

    
1515
To change a setting use ``kamaki config set``:
1516

    
1517
.. code-block:: console
1518

    
1519
   $ kamaki config set image.url https://cyclades.example.com/image
1520
   $ kamaki config set file.url https://pithos.example.com/v1
1521
   $ kamaki config set user.url https://accounts.example.com
1522
   $ kamaki config set token ...
1523

    
1524
To test that everything works, try authenticating the current account with
1525
kamaki:
1526

    
1527
.. code-block:: console
1528

    
1529
  $ kamaki user authenticate
1530

    
1531
This will output user information.
1532

    
1533
Upload Image
1534
------------
1535

    
1536
By convention, images are stored in a container called ``images``. Check if the
1537
container exists, by listing all containers in your account:
1538

    
1539
.. code-block:: console
1540

    
1541
   $ kamaki file list
1542

    
1543
If the container ``images`` does not exist, create it:
1544

    
1545
.. code-block:: console
1546

    
1547
  $ kamaki file create images
1548

    
1549
You are now ready to upload an image to container ``images``. You can upload it
1550
with a Pithos client, or use kamaki directly:
1551

    
1552
.. code-block:: console
1553

    
1554
   $ kamaki file upload ubuntu.iso images
1555

    
1556
You can use any Pithos client to verify that the image was uploaded correctly,
1557
or you can list the contents of the container with kamaki:
1558

    
1559
.. code-block:: console
1560

    
1561
  $ kamaki file list images
1562

    
1563
The full Pithos URL for the previous example will be
1564
``pithos://u53r-un1qu3-1d/images/ubuntu.iso`` where ``u53r-un1qu3-1d`` is the
1565
unique user id (uuid).
1566

    
1567
Register Image
1568
--------------
1569

    
1570
To register an image you will need to use the full Pithos URL. To register as
1571
a public image the one from the previous example use:
1572

    
1573
.. code-block:: console
1574

    
1575
   $ kamaki image register Ubuntu pithos://u53r-un1qu3-1d/images/ubuntu.iso --public
1576

    
1577
The ``--public`` flag is important, if missing the registered image will not
1578
be listed by ``kamaki image list``.
1579

    
1580
Use ``kamaki image register`` with no arguments to see a list of available
1581
options. A more complete example would be the following:
1582

    
1583
.. code-block:: console
1584

    
1585
   $ kamaki image register Ubuntu pithos://u53r-un1qu3-1d/images/ubuntu.iso \
1586
            --public --disk-format diskdump --property kernel=3.1.2
1587

    
1588
To verify that the image was registered successfully use:
1589

    
1590
.. code-block:: console
1591

    
1592
   $ kamaki image list --name-like=ubuntu
1593

    
1594

    
1595
Miscellaneous
1596
=============
1597

    
1598
.. _branding:
1599

    
1600
Branding
1601
--------
1602

    
1603
Since Synnefo v0.14, you are able to adapt the Astakos, Pithos and Cyclades Web
1604
UI to your company’s visual identity. This is possible using the snf-branding
1605
component, which is automatically installed on the nodes running the API
1606
servers for Astakos, Pithos and Cyclades. 
1607

    
1608
Configuration
1609
~~~~~~~~~~~~~
1610

    
1611
This can be done by modifing the settings provided by the snf-branding component
1612
to match your service identity. The settings for the snf-branding application
1613
can be found inside the configuration file ``/etc/synnefo/15-snf-branding.conf``
1614
on the nodes that have Astakos, Pithos and Cyclades installed.
1615

    
1616
By default, the global service name is "Synnefo" and the company name is
1617
"GRNET". These names and their respective logos and URLs are used throughout
1618
the Astakos, Pithos and Cyclades UI.
1619

    
1620
**Names and URLs:**
1621

    
1622
The first group of branding customization refers to the service's and company's
1623
information.
1624

    
1625
You can overwrite the company and the service name and URL respectively by
1626
uncommenting and setting the following:
1627

    
1628
.. code-block:: python
1629
  
1630
  # setting used in Astakos Dashboard/Projects pages
1631
  BRANDING_SERVICE_NAME = 'My cloud'
1632
  BRANDING_SERVICE_URL = 'http://www.mycloud.synnefo.org/'
1633

    
1634
  # settings used in Astakos, Pithos, Cyclades footer only if 
1635
  # BRANDING_SHOW_COPYRIGHT is set to True
1636
  BRANDING_SHOW_COPYRIGHT = True
1637
  BRANDING_COMPANY_NAME = 'Company LTD'
1638
  BRANDING_COMPANY_URL = 'https://www.company-ltd.synnefo.org/'
1639

    
1640

    
1641
**Copyright and footer options:**
1642

    
1643
By default, no Copyright message is shown in the UI footer. If you want to make
1644
it visible in the footer of Astakos, Pithos and Cyclades UI, you can uncomment
1645
and set to ``True`` the ``BRANDING_SHOW_COPYRIGHT`` setting:
1646

    
1647
.. code-block:: python
1648

    
1649
  #BRANDING_SHOW_COPYRIGHT = False
1650

    
1651
Copyright message defaults to 'Copyright (c) 2011-<current_year>
1652
<BRANDING_COMPANY_NAME>.' but you can overwrite it to a completely custom one by
1653
setting the following option:
1654

    
1655
.. code-block:: python
1656

    
1657
  BRANDING_COPYRIGHT_MESSAGE = 'Copyright (c) 2011-2013 GRNET'
1658

    
1659
If you want to include a custom message in the footer, you can uncomment and 
1660
set the ``BRANDING_FOOTER_EXTRA_MESSAGE`` setting. You can use html markup. 
1661
Your custom message will appear  above Copyright message at the Compute 
1662
templates and the Dashboard UI.
1663

    
1664
.. code-block:: python
1665

    
1666
  #BRANDING_FOOTER_EXTRA_MESSAGE = ''
1667

    
1668

    
1669
**Images:**
1670

    
1671
The Astakos, Pithos and Cyclades Web UI has some logos and images.
1672
 
1673
The branding-related images are presented in  the following table:
1674

    
1675
===============  ============================  =========
1676
Image            Name/extension  convention    Usage
1677
===============  ============================  =========
1678
Favicon          favicon.ico                   Favicon for all services
1679
Dashboard logo   dashboard_logo.png            Visible in all Astakos UI pages
1680
Compute logo     compute_logo.png              Visible in all Cyclades UI pages
1681
Console logo     console_logo.png              Visible in the Cyclades Console Window
1682
Storage logo     storage_logo.png              Visible in all Pithos UI pages
1683
===============  ============================  =========
1684

    
1685
There are two methods  available for replacing all, or individual, 
1686
branding-related images:
1687

    
1688
1. Create a new directory inside ``/usr/share/synnefo/static/`` (e.g.
1689
   ``mybranding``) and place there some or all of your images.
1690

    
1691
   If you want to replace all of your images, keep the name/extension
1692
   conventions as indicated in the above table and change the
1693
   ``BRANDING_IMAGE_MEDIA_URL`` setting accordingly:
1694

    
1695
   .. code-block:: python
1696
        
1697
      # using relative path
1698
      BRANDING_IMAGE_MEDIA_URL= '/static/mybranding/images/' 
1699

    
1700
      # or if you already host them in a separate domain (e.g. cdn)
1701
      BRANDING_IMAGE_MEDIA_URL= 'https://cdn.synnefo.org/branding/images/'
1702

    
1703

    
1704
   If you wish to replace individual images, **do not uncomment**
1705
   ``BRANDING_IMAGE_MEDIA_URL``, but instead provide a relative path, pointing to
1706
   the file inside your directory for each ``BRANDING_<image>_URL`` that you wish
1707
   to replace.
1708

    
1709
2. Upload some or all of your images to a server and replace each 
1710
   ``BRANDING_<image>_URL`` with the absolute url of the image (i.e.
1711
   ``BRANDING_DASHBOARD_URL = 'https://www.synnefo.com/images/my_dashboard.jpg'``).
1712

    
1713
   Note that the alternative text  for each image tag inside html documents is 
1714
   alt=“BRANDING_SERVICE_NAME {Dashboard, Compute. Console, Storage}” respectively.
1715

    
1716
.. note:: Retina optimized images:
1717

    
1718
   Synnefo UI is optimized for Retina displays. As far as images are concerned,  
1719
   `retina.js <http://retinajs.com/>`_ is used.
1720

    
1721
   Retina.js checks each image on a page to see if there is a high-resolution 
1722
   version of that image on your server. If a high-resolution variant exists, 
1723
   the script will swap in that image in-place.
1724

    
1725
   The script assumes you use  `Apple's prescribed high-resolution modifier (@2x)
1726
   <http://developer.apple.com/library/ios/#documentation/2DDrawing/Conceptual/
1727
   DrawingPrintingiOS/SupportingHiResScreensInViews/SupportingHiResScreensInViews
1728
   .html#//apple_ref/doc/uid/TP40010156-CH15-SW1>`_ to denote high-resolution 
1729
   image variants on your server.
1730

    
1731
   For each of the images that you wish the script to  replace, you must have a 
1732
   high-resolution variant in the same folder  named correctly and it will be 
1733
   detected automatically. For example if your image is in <my_directory> and is 
1734
   named "my_image.jpg" the script will look in the same directory for an image 
1735
   named "my_image@2x.jpg".
1736

    
1737
   In case that you don’t want to use a high-resolution image, the 
1738
   normal-resolution image will be visible.
1739

    
1740
More branding
1741
~~~~~~~~~~~~~
1742

    
1743
Although, it is not 100% branding-related, further verbal customization is
1744
feasible. 
1745

    
1746
**EMAILS**
1747

    
1748
The output of all email `*`.txt files will be already customized to contain your
1749
company and service names but you can further alter their content if you feel it
1750
best fits your needs as simple as creasynnefo template.    
1751

    
1752
In order to overwrite one or more email-templates you need to place your 
1753
modified <email-file>.txt files respecting the following structure:
1754
  
1755
  **/etc/synnefo/templates/**
1756
      **im/**
1757
          | activation_email.txt
1758
          | email.txt
1759
          | invitation.txt
1760
          | switch_accounts_email.txt
1761
          | welcome_email.txt
1762
          **projects/**
1763
              | project_approval_notification.txt
1764
              | project_denial_notification.txt    
1765
              | project_membership_change_notification.txt
1766
              | project_membership_enroll_notification.txt
1767
              | project_membership_leave_request_notification.txt
1768
              | project_membership_request_notification.txt
1769
              | project_suspension_notification.txt
1770
              | project_termination_notification.txt
1771
      **registration/**
1772
          | email_change_email.txt
1773
          | password_email.txt
1774

    
1775
Feel free to omit any of the above files you do not wish to overwrite.
1776

    
1777
Below is a list of all emails sent by Synnefo to users along with a short 
1778
description and a link to their content:
1779

    
1780
* ``snf-astakos-app/astakos/im/templates/im/email.txt``
1781
  Base email template. Contains a contact email and a “thank you” message.
1782
  (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/email.txt>`_)
1783
* ``snf-astakos-app/astakos/im/templates/im/activation_email.txt`` Email sent to
1784
  user that prompts  him/her to click on a link provided to activate the account.
1785
  Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/activation_email.txt>`_)
1786
* ``snf-astakos-app/astakos/im/templates/im/invitation.txt`` Email sent to an
1787
  invited user. He/she has to click on a link provided to activate the account.
1788
  Extends “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/invitation.txt>`_)
1789
* ``snf-astakos-app/astakos/im/templates/im/switch_accounts_email.txt`` Email
1790
  sent to user upon his/her request to associate this email address with a
1791
  shibboleth account. He/she has to click on a link provided to activate the
1792
  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>`_)
1793
* ``snf-astakos-app/astakos/im/templates/im/welcome_email.txt`` Email sent to
1794
  inform the user that his/ her account has been activated. Extends “email.txt”
1795
  (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/welcome_email.txt>`_)
1796
* ``snf-astakos-app/astakos/im/templates/registration/email_change_email.txt``
1797
  Email sent to user when he/she has requested new email address assignment. The
1798
  user has to click on a link provided to validate this action. Extends
1799
  “email.txt” (`Link <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/registration/email_change_email.txt>`_)
1800
* ``snf-astakos-app/astakos/im/templates/registration/password_email.txt`` Email
1801
  sent for resetting password purpose. The user has to click on a link provided
1802
  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>`_)
1803
* ``snf-astakos-app/astakos/im/templates/im/projects/project_approval_notification.txt``
1804
  Informs  the project owner that his/her project has been approved. Extends
1805
  “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>`_)
1806
* ``snf-astakos-app/astakos/im/templates/im/projects/project_denial_notification.txt``
1807
  Informs the project owner that his/her  project application has been denied
1808
  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>`_)
1809
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_change_notification.txt``
1810
  An email is sent to a user containing information about his project membership
1811
  (whether he has been accepted, rejected or removed). Extends “email.txt” (`Link
1812
  <https://code.grnet.gr/projects/synnefo/repository/revisions/master/changes/snf-astakos-app/astakos/im/templates/im/projects/project_membership_change_notification.txt>`_)
1813
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_enroll_notification.txt``
1814
  Informs a user that he/she  has been enrolled to a project. Extends
1815
  “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>`_)
1816
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_leave_request_notification.txt``
1817
  An email is sent to the project owner to make him aware of a  user having
1818
  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>`_)
1819
* ``snf-astakos-app/astakos/im/templates/im/projects/project_membership_request_notification.txt``
1820
  An email is sent to the project owner to make him/her aware of a user having
1821
  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>`_)
1822
* ``snf-astakos-app/astakos/im/templates/im/projects/project_suspension_notification.txt``
1823
  An email is sent to the project owner to make him/her aware of his/her project
1824
  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>`_)
1825
* ``snf-astakos-app/astakos/im/templates/im/projects/project_termination_notification.txt``
1826
  An email is sent to the project owner to make him/her aware of his/her project
1827
  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>`_)
1828

    
1829
.. warning:: Django templates language:
1830

    
1831
  If you choose to  overwrite these email templates, be mindful of the necessary 
1832
  information contained in django template variables that must not be omitted, 
1833
  such as the activation link for activating one’s account and many more. 
1834
  These variables are contained into {{}} inside the templates.
1835

    
1836

    
1837
.. RabbitMQ
1838

    
1839
RabbitMQ Broker
1840
---------------
1841

    
1842
Queue nodes run the RabbitMQ sofware, which provides AMQP functionality. To
1843
guarantee high-availability, more than one Queue nodes should be deployed, each
1844
of them belonging to the same `RabbitMQ cluster
1845
<http://www.rabbitmq.com/clustering.html>`_. Synnefo uses the RabbitMQ
1846
active/active `High Available Queues <http://www.rabbitmq.com/ha.html>`_ which
1847
are mirrored between two nodes within a RabbitMQ cluster.
1848

    
1849
The RabbitMQ nodes that form the cluster, are declared to Synnefo through the
1850
`AMQP_HOSTS` setting. Each time a Synnefo component needs to connect to
1851
RabbitMQ, one of these nodes is chosen in a random way. The client that Synnefo
1852
uses to connect to RabbitMQ, handles connection failures transparently and
1853
tries to reconnect to a different node. As long as one of these nodes are up
1854
and running, functionality of Synnefo should not be downgraded by the RabbitMQ
1855
node failures.
1856

    
1857
All the queues that are being used are declared as durable, meaning that
1858
messages are persistently stored to RabbitMQ, until they get successfully
1859
processed by a client.
1860

    
1861
Currently, RabbitMQ is used by the following components:
1862

    
1863
* `snf-ganeti-eventd` and `snf-progress-monitor`:
1864
  These components send messages concerning the status and progress of
1865
  jobs in the Ganeti backend.
1866
* `snf-dispatcher`: This daemon, consumes the messages that are sent from
1867
  the above components, and updates the Cyclades DB accordingly.
1868

    
1869

    
1870
Installation
1871
~~~~~~~~~~~~
1872

    
1873
Please check the RabbitMQ documentation which covers extensively the
1874
`installation of RabbitMQ server <http://www.rabbitmq.com/download.html>`_ and
1875
the setup of a `RabbitMQ cluster <http://www.rabbitmq.com/clustering.html>`_.
1876
Also, check out the `web management plugin
1877
<http://www.rabbitmq.com/management.html>`_ that can be useful for managing and
1878
monitoring RabbitMQ.
1879

    
1880
For a basic installation of RabbitMQ on two nodes (node1 and node2) you can do
1881
the following:
1882

    
1883
On both nodes, install rabbitmq-server and create a Synnefo user:
1884

    
1885
.. code-block:: console
1886

    
1887
  $ apt-get install rabbitmq-server
1888
  $ rabbitmqctl add_user synnefo "example_pass"
1889
  $ rabbitmqctl set_permissions synnefo  ".*" ".*" ".*"
1890

    
1891
Also guarantee that both nodes share the same cookie, by running:
1892

    
1893
.. code-block:: console
1894

    
1895
  $ scp node1:/var/lib/rabbitmq/.erlang.cookie node2:/var/lib/rabbitmq/.erlang.cookie
1896

    
1897
and restart the nodes:
1898

    
1899
.. code-block:: console
1900

    
1901
  $ /etc/init.d/rabbitmq-server restart
1902

    
1903

    
1904
To setup the RabbitMQ cluster run:
1905

    
1906
.. code-block:: console
1907

    
1908
  root@node2: rabbitmqctl stop_app
1909
  root@node2: rabbitmqctl reset
1910
  root@node2: rabbitmqctl cluster rabbit@node1 rabbit@node2
1911
  root@node2: rabbitmqctl start_app
1912

    
1913
You can verify that the cluster is set up correctly by running:
1914

    
1915
.. code-block:: console
1916

    
1917
  root@node2: rabbitmqctl cluster_status
1918

    
1919

    
1920
Logging
1921
-------
1922

    
1923
Logging in Synnefo is using Python's logging module. The module is configured
1924
using dictionary configuration, whose format is described here:
1925

    
1926
http://docs.python.org/release/2.7.1/library/logging.html#logging-config-dictschema
1927

    
1928
The logging configuration dictionary is defined in
1929
``/etc/synnefo/10-snf-webproject-logging.conf``
1930

    
1931
The administrator can have logging control by modifying the ``LOGGING_SETUP``
1932
dictionary, and defining subloggers with different handlers and log levels.
1933

    
1934

    
1935
.. _scale-up:
1936

    
1937
Scaling up to multiple nodes
1938
============================
1939

    
1940
Here we will describe how should a large scale Synnefo deployment look like. Make
1941
sure you are familiar with Synnefo and Ganeti before proceeding with this section.
1942
This means you should at least have already set up successfully a working Synnefo
1943
deployment as described in the :ref:`Admin's Installation Guide
1944
<quick-install-admin-guide>` and also read the Administrator's Guide until this
1945
section.
1946

    
1947
Graph of a scale-out Synnefo deployment
1948
---------------------------------------
1949

    
1950
Each box in the following graph corresponds to a distinct physical node:
1951

    
1952
.. image:: images/synnefo-arch2-roles.png
1953
   :width: 100%
1954
   :target: _images/synnefo-arch2-roles.png
1955

    
1956
The above graph is actually the same with the one at the beginning of this
1957
:ref:`guide <admin-guide>`, with the only difference that here we show the
1958
Synnefo roles of each physical node. These roles are described in the
1959
following section.
1960

    
1961
.. _physical-node-roles:
1962

    
1963
Physical Node roles
1964
-------------------
1965

    
1966
As appears in the previous graph, a scale-out Synnefo deployment consists of
1967
multiple physical nodes that have the following roles:
1968

    
1969
* **WEBSERVER**: A web server running in front of gunicorn (e.g.: Apache, nginx)
1970
* **ASTAKOS**: The Astakos application (gunicorn)
1971
* **ASTAKOS_DB**: The Astakos database (postgresql)
1972
* **PITHOS**: The Pithos application (gunicorn)
1973
* **PITHOS_DB**: The Pithos database (postgresql)
1974
* **CYCLADES**: The Cyclades application (gunicorn)
1975
* **CYCLADES_DB**: The Cyclades database (postgresql)
1976
* **MQ**: The message queue (RabbitMQ)
1977
* **GANETI_MASTER**: The Ganeti master of a Ganeti cluster
1978
* **GANETI_NODE** : A VM-capable Ganeti node of a Ganeti cluster
1979

    
1980
You will probably also have:
1981

    
1982
* **CMS**: The CMS used as a frotend portal for the Synnefo services
1983
* **NS**: A nameserver serving all other Synnefo nodes and resolving Synnefo FQDNs
1984
* **CLIENT**: A machine that runs the Synnefo clients (e.g.: kamaki, Web UI),
1985
              most of the times, the end user's local machine
1986

    
1987
From this point we will also refer to the following groups of roles:
1988

    
1989
* **SYNNEFO**: [ **ASTAKOS**, **ASTAKOS_DB**, **PITHOS**, **PITHOS_DB**, **CYCLADES**, **CYCLADES_DB**, **MQ**, **CMS**]
1990
* **G_BACKEND**: [**GANETI_MASTER**, **GANETI_NODE**]
1991

    
1992
Of course, when deploying Synnefo you can combine multiple of the above roles on a
1993
single physical node, but if you are trying to scale out, the above separation
1994
gives you significant advantages.
1995

    
1996
So, in the next section we will take a look on what components you will have to
1997
install on each physical node depending on its Synnefo role. We assume the graph's
1998
architecture.
1999

    
2000
Components for each role
2001
------------------------
2002

    
2003
When deploying Synnefo in large scale, you need to install different Synnefo
2004
or/and third party components on different physical nodes according to their
2005
Synnefo role, as stated in the previous section.
2006

    
2007
Specifically:
2008

    
2009
Role **WEBSERVER**
2010
    * Synnefo components: `None`
2011
    * 3rd party components: Apache
2012
Role **ASTAKOS**
2013
    * Synnefo components: `snf-webproject`, `snf-astakos-app`
2014
    * 3rd party components: Django, Gunicorn
2015
Role **ASTAKOS_DB**
2016
    * Synnefo components: `None`
2017
    * 3rd party components: PostgreSQL
2018
Role **PITHOS**
2019
    * Synnefo components: `snf-webproject`, `snf-pithos-app`, `snf-pithos-webclient`
2020
    * 3rd party components: Django, Gunicorn
2021
Role **PITHOS_DB**
2022
    * Synnefo components: `None`
2023
    * 3rd party components: PostgreSQL
2024
Role **CYCLADES**
2025
    * Synnefo components: `snf-webproject`, `snf-cyclades-app`, `snf-vncauthproxy`
2026
    * 3rd party components: Django Gunicorn
2027
Role **CYCLADES_DB**
2028
    * Synnefo components: `None`
2029
    * 3rd party components: PostgreSQL
2030
Role **MQ**
2031
    * Synnefo components: `None`
2032
    * 3rd party components: RabbitMQ
2033
Role **GANETI_MASTER**
2034
    * Synnefo components: `snf-cyclades-gtools`
2035
    * 3rd party components: Ganeti
2036
Role **GANETI_NODE**
2037
    * Synnefo components: `snf-cyclades-gtools`, `snf-network`, `snf-image`, `nfdhcpd`
2038
    * 3rd party components: Ganeti
2039
Role **CMS**
2040
    * Synnefo components: `snf-webproject`, `snf-cloudcms`
2041
    * 3rd party components: Django, Gunicorn
2042
Role **NS**
2043
    * Synnefo components: `None`
2044
    * 3rd party components: BIND
2045
Role **CLIENT**
2046
    * Synnefo components: `kamaki`, `snf-image-creator`
2047
    * 3rd party components: `None`
2048

    
2049
Example scale out installation
2050
------------------------------
2051

    
2052
In this section we describe an example of a medium scale installation which
2053
combines multiple roles on 10 different physical nodes. We also provide a
2054
:ref:`guide <i-synnefo>` to help with such an install.
2055

    
2056
We assume that we have the following 10 physical nodes with the corresponding
2057
roles:
2058

    
2059
Node1:
2060
    **WEBSERVER**, **ASTAKOS**
2061
      Guide sections:
2062
        * :ref:`apt <i-apt>`
2063
        * :ref:`gunicorn <i-gunicorn>`
2064
        * :ref:`apache <i-apache>`
2065
        * :ref:`snf-webproject <i-webproject>`
2066
        * :ref:`snf-astakos-app <i-astakos>`
2067
Node2:
2068
    **WEBSERVER**, **PITHOS**
2069
      Guide sections:
2070
        * :ref:`apt <i-apt>`
2071
        * :ref:`gunicorn <i-gunicorn>`
2072
        * :ref:`apache <i-apache>`
2073
        * :ref:`snf-webproject <i-webproject>`
2074
        * :ref:`snf-pithos-app <i-pithos>`
2075
        * :ref:`snf-pithos-webclient <i-pithos>`
2076
Node3:
2077
    **WEBSERVER**, **CYCLADES**
2078
      Guide sections:
2079
        * :ref:`apt <i-apt>`
2080
        * :ref:`gunicorn <i-gunicorn>`
2081
        * :ref:`apache <i-apache>`
2082
        * :ref:`snf-webproject <i-webproject>`
2083
        * :ref:`snf-cyclades-app <i-cyclades>`
2084
        * :ref:`snf-vncauthproxy <i-cyclades>`
2085
Node4:
2086
    **WEBSERVER**, **CMS**
2087
      Guide sections:
2088
        * :ref:`apt <i-apt>`
2089
        * :ref:`gunicorn <i-gunicorn>`
2090
        * :ref:`apache <i-apache>`
2091
        * :ref:`snf-webproject <i-webproject>`
2092
        * :ref:`snf-cloudcms <i-cms>`
2093
Node5:
2094
    **ASTAKOS_DB**, **PITHOS_DB**, **CYCLADES_DB**
2095
      Guide sections:
2096
        * :ref:`apt <i-apt>`
2097
        * :ref:`postgresql <i-db>`
2098
Node6:
2099
    **MQ**
2100
      Guide sections:
2101
        * :ref:`apt <i-apt>`
2102
        * :ref:`rabbitmq <i-mq>`
2103
Node7:
2104
    **GANETI_MASTER**, **GANETI_NODE**
2105
      Guide sections:
2106
        * :ref:`apt <i-apt>`
2107
        * :ref:`general <i-backends>`
2108
        * :ref:`ganeti <i-ganeti>`
2109
        * :ref:`snf-cyclades-gtools <i-gtools>`
2110
        * :ref:`snf-network <i-network>`
2111
        * :ref:`snf-image <i-image>`
2112
        * :ref:`nfdhcpd <i-network>`
2113
Node8:
2114
    **GANETI_NODE**
2115
      Guide sections:
2116
        * :ref:`apt <i-apt>`
2117
        * :ref:`general <i-backends>`
2118
        * :ref:`ganeti <i-ganeti>`
2119
        * :ref:`snf-cyclades-gtools <i-gtools>`
2120
        * :ref:`snf-network <i-network>`
2121
        * :ref:`snf-image <i-image>`
2122
        * :ref:`nfdhcpd <i-network>`
2123
Node9:
2124
    **GANETI_NODE**
2125
      Guide sections:
2126
        `Same as Node8`
2127
Node10:
2128
    **GANETI_NODE**
2129
      Guide sections:
2130
        `Same as Node8`
2131

    
2132
All sections: :ref:`Scale out Guide <i-synnefo>`
2133

    
2134

    
2135
Upgrade Notes
2136
=============
2137

    
2138
.. toctree::
2139
   :maxdepth: 1
2140

    
2141
   v0.12 -> v0.13 <upgrade/upgrade-0.13>
2142
   v0.13 -> v0.14 <upgrade/upgrade-0.14>
2143
   v0.14 -> v0.14.2 <upgrade/upgrade-0.14.2>
2144
   v0.14.5 -> v0.14.6 <upgrade/upgrade-0.14.6>
2145
   v0.14.7 -> v0.14.8 <upgrade/upgrade-0.14.8>
2146
   v0.14.9 -> v0.14.10 <upgrade/upgrade-0.14.10>
2147
   v0.14 -> v0.15 <upgrade/upgrade-0.15>
2148

    
2149

    
2150
Changelog, NEWS
2151
===============
2152

    
2153

    
2154
* v0.14.10 :ref:`Changelog <Changelog-0.14.10>`, :ref:`NEWS <NEWS-0.14.10>`
2155
* v0.14.9 :ref:`Changelog <Changelog-0.14.9>`, :ref:`NEWS <NEWS-0.14.9>`
2156
* v0.14.8 :ref:`Changelog <Changelog-0.14.8>`, :ref:`NEWS <NEWS-0.14.8>`
2157
* v0.14.7 :ref:`Changelog <Changelog-0.14.7>`, :ref:`NEWS <NEWS-0.14.7>`
2158
* v0.14.6 :ref:`Changelog <Changelog-0.14.6>`, :ref:`NEWS <NEWS-0.14.6>`
2159
* v0.14.5 :ref:`Changelog <Changelog-0.14.5>`, :ref:`NEWS <NEWS-0.14.5>`
2160
* v0.14.4 :ref:`Changelog <Changelog-0.14.4>`, :ref:`NEWS <NEWS-0.14.4>`
2161
* v0.14.3 :ref:`Changelog <Changelog-0.14.3>`, :ref:`NEWS <NEWS-0.14.3>`
2162
* v0.14.2 :ref:`Changelog <Changelog-0.14.2>`, :ref:`NEWS <NEWS-0.14.2>`
2163
* v0.14 :ref:`Changelog <Changelog-0.14>`, :ref:`NEWS <NEWS-0.14>`
2164
* v0.13 :ref:`Changelog <Changelog-0.13>`, :ref:`NEWS <NEWS-0.13>`