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

    
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This is the Administrator's installation guide.
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It describes how to install the whole synnefo stack on two (2) physical nodes,
9
with minimum configuration. It installs synnefo from Debian packages, and
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assumes the nodes run Debian Squeeze. After successful installation, you will
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have the following services running:
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    * Identity Management (Astakos)
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    * Object Storage Service (Pithos)
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    * Compute Service (Cyclades)
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    * Image Service (part of Cyclades)
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    * Network Service (part of Cyclades)
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and a single unified Web UI to manage them all.
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The Volume Storage Service (Archipelago) and the Billing Service (Aquarium) are
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not released yet.
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If you just want to install the Object Storage Service (Pithos), follow the
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guide and just stop after the "Testing of Pithos" section.
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Installation of Synnefo / Introduction
29
======================================
30

    
31
We will install the services with the above list's order. The last three
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services will be installed in a single step (at the end), because at the moment
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they are contained in the same software component (Cyclades). Furthermore, we
34
will install all services in the first physical node, except Pithos which will
35
be installed in the second, due to a conflict between the snf-pithos-app and
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snf-cyclades-app component (scheduled to be fixed in the next version).
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For the rest of the documentation we will refer to the first physical node as
39
"node1" and the second as "node2". We will also assume that their domain names
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are "node1.example.com" and "node2.example.com" and their public IPs are "4.3.2.1" and
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"4.3.2.2" respectively. It is important that the two machines are under the same domain name.
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In case you choose to follow a private installation you will need to
43
set up a private dns server, using dnsmasq for example. See node1 below for more.
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General Prerequisites
46
=====================
47

    
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These are the general synnefo prerequisites, that you need on node1 and node2
49
and are related to all the services (Astakos, Pithos, Cyclades).
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To be able to download all synnefo components you need to add the following
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lines in your ``/etc/apt/sources.list`` file:
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| ``deb http://apt.dev.grnet.gr squeeze/``
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| ``deb-src http://apt.dev.grnet.gr squeeze/``
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and import the repo's GPG key:
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| ``curl https://dev.grnet.gr/files/apt-grnetdev.pub | apt-key add -``
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Also add the following line to enable the ``squeeze-backports`` repository,
62
which may provide more recent versions of certain packages. The repository
63
is deactivated by default and must be specified expicitly in ``apt-get``
64
operations:
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| ``deb http://backports.debian.org/debian-backports squeeze-backports main``
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You also need a shared directory visible by both nodes. Pithos will save all
69
data inside this directory. By 'all data', we mean files, images, and pithos
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specific mapping data. If you plan to upload more than one basic image, this
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directory should have at least 50GB of free space. During this guide, we will
72
assume that node1 acts as an NFS server and serves the directory ``/srv/pithos``
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to node2 (be sure to set no_root_squash flag). Node2 has this directory
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mounted under ``/srv/pithos``, too.
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Before starting the synnefo installation, you will need basic third party
77
software to be installed and configured on the physical nodes. We will describe
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each node's general prerequisites separately. Any additional configuration,
79
specific to a synnefo service for each node, will be described at the service's
80
section.
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Finally, it is required for Cyclades and Ganeti nodes to have synchronized
83
system clocks (e.g. by running ntpd).
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85
Node1
86
-----
87

    
88

    
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General Synnefo dependencies
90
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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		* apache (http server)
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		* public certificate
94
		* gunicorn (WSGI http server)
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		* postgresql (database)
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		* rabbitmq (message queue)
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		* ntp (NTP daemon)
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		* gevent
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		* dns server
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101
You can install apache2, postgresql and ntp by running:
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103
.. code-block:: console
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105
   # apt-get install apache2 postgresql ntp
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107
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
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the official debian backports:
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110
.. code-block:: console
111

    
112
   # apt-get -t squeeze-backports install gunicorn
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114
Also, make sure to install gevent >= 0.13.6. Again from the debian backports:
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116
.. code-block:: console
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   # apt-get -t squeeze-backports install python-gevent
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120
On node1, we will create our databases, so you will also need the
121
python-psycopg2 package:
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.. code-block:: console
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125
   # apt-get install python-psycopg2
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To install RabbitMQ>=2.8.4, use the RabbitMQ APT repository by adding the
128
following line to ``/etc/apt/sources.list``:
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.. code-block:: console
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132
    deb http://www.rabbitmq.com/debian testing main
133

    
134
Add RabbitMQ public key, to trusted key list:
135

    
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.. code-block:: console
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  # wget http://www.rabbitmq.com/rabbitmq-signing-key-public.asc
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  # apt-key add rabbitmq-signing-key-public.asc
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Finally, to install the package run:
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.. code-block:: console
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145
  # apt-get update
146
  # apt-get install rabbitmq-server
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148
Database setup
149
~~~~~~~~~~~~~~
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On node1, we create a database called ``snf_apps``, that will host all django
152
apps related tables. We also create the user ``synnefo`` and grant him all
153
privileges on the database. We do this by running:
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155
.. code-block:: console
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    root@node1:~ # su - postgres
158
    postgres@node1:~ $ psql
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    postgres=# CREATE DATABASE snf_apps WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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    postgres=# CREATE USER synnefo WITH PASSWORD 'example_passw0rd';
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    postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_apps TO synnefo;
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We also create the database ``snf_pithos`` needed by the Pithos backend and
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grant the ``synnefo`` user all privileges on the database. This database could
165
be created on node2 instead, but we do it on node1 for simplicity. We will
166
create all needed databases on node1 and then node2 will connect to them.
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.. code-block:: console
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    postgres=# CREATE DATABASE snf_pithos WITH ENCODING 'UTF8' LC_COLLATE='C' LC_CTYPE='C' TEMPLATE=template0;
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    postgres=# GRANT ALL PRIVILEGES ON DATABASE snf_pithos TO synnefo;
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Configure the database to listen to all network interfaces. You can do this by
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editting the file ``/etc/postgresql/8.4/main/postgresql.conf`` and change
175
``listen_addresses`` to ``'*'`` :
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.. code-block:: console
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    listen_addresses = '*'
180

    
181
Furthermore, edit ``/etc/postgresql/8.4/main/pg_hba.conf`` to allow node1 and
182
node2 to connect to the database. Add the following lines under ``#IPv4 local
183
connections:`` :
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.. code-block:: console
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    host		all	all	4.3.2.1/32	md5
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    host		all	all	4.3.2.2/32	md5
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Make sure to substitute "4.3.2.1" and "4.3.2.2" with node1's and node2's
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actual IPs. Now, restart the server to apply the changes:
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.. code-block:: console
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195
   # /etc/init.d/postgresql restart
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Gunicorn setup
198
~~~~~~~~~~~~~~
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200
Rename the file ``/etc/gunicorn.d/synnefo.example`` to
201
``/etc/gunicorn.d/synnefo``, to make it a valid gunicorn configuration file:
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.. code-block:: console
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    # mv /etc/gunicorn.d/synnefo.example /etc/gunicorn.d/synnefo
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207

    
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.. warning:: Do NOT start the server yet, because it won't find the
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    ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts``
210
    instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to
211
    ``--worker-class=sync``. We will start the server after successful
212
    installation of astakos. If the server is running::
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214
       # /etc/init.d/gunicorn stop
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216
Certificate Creation
217
~~~~~~~~~~~~~~~~~~~~~
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219
Node1 will host Cyclades. Cyclades should communicate with the other snf tools over a trusted connection.
220
In order for the connection to be trusted, the keys provided to apache below should be signed with a certificate.
221
This certificate should be added to all nodes. In case you don't have signed keys you can create a self-signed certificate
222
and sign your keys with this. To do so on node1 run
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224
.. code-block:: console
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226
		# aptitude install openvpn
227
		# mkdir /etc/openvpn/easy-rsa
228
		# cp -ai /usr/share/doc/openvpn/examples/easy-rsa/2.0/ /etc/openvpn/easy-rsa
229
		# cd /etc/openvpn/easy-rsa/2.0
230
		# vim vars
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232
In vars you can set your own parameters such as KEY_COUNTRY
233

    
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.. code-block:: console
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	# . ./vars
237
	# ./clean-all
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239
Now you can create the certificate
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.. code-block:: console
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		# ./build-ca
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245
The previous will create a ``ca.crt`` file. Copy this file under
246
``/usr/local/share/ca-certificates/`` directory and run :
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248
.. code-block:: console
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		# update-ca-certificates
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252
to update the records. You will have to do the following on node2 as well.
253

    
254
Now you can create the keys and sign them with the certificate
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256
.. code-block:: console
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		# ./build-key-server node1.example.com
259

    
260
This will create a .pem and a .key file in your current folder. Copy these in
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``/etc/ssl/certs/`` and ``/etc/ssl/private/`` respectively and
262
use them in the apache2 configuration file below instead of the defaults.
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264
Apache2 setup
265
~~~~~~~~~~~~~
266

    
267
Create the file ``/etc/apache2/sites-available/synnefo`` containing the
268
following:
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270
.. code-block:: console
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    <VirtualHost *:80>
273
        ServerName node1.example.com
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275
        RewriteEngine On
276
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
277
        RewriteRule ^(.*)$ - [F,L]
278
        RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
279
    </VirtualHost>
280

    
281

    
282
Create the file ``/etc/apache2/sites-available/synnefo-ssl`` containing the
283
following:
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285
.. code-block:: console
286

    
287
    <IfModule mod_ssl.c>
288
    <VirtualHost _default_:443>
289
        ServerName node1.example.com
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291
        Alias /static "/usr/share/synnefo/static"
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293
        #  SetEnv no-gzip
294
        #  SetEnv dont-vary
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296
       AllowEncodedSlashes On
297

    
298
       RequestHeader set X-Forwarded-Protocol "https"
299

    
300
    <Proxy * >
301
        Order allow,deny
302
        Allow from all
303
    </Proxy>
304

    
305
        SetEnv                proxy-sendchunked
306
        SSLProxyEngine        off
307
        ProxyErrorOverride    off
308

    
309
        ProxyPass        /static !
310
        ProxyPass        / http://localhost:8080/ retry=0
311
        ProxyPassReverse / http://localhost:8080/
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313
        RewriteEngine On
314
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
315
        RewriteRule ^(.*)$ - [F,L]
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317
        SSLEngine on
318
        SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
319
        SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
320
    </VirtualHost>
321
    </IfModule>
322

    
323
Now enable sites and modules by running:
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325
.. code-block:: console
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327
   # a2enmod ssl
328
   # a2enmod rewrite
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   # a2dissite default
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   # a2ensite synnefo
331
   # a2ensite synnefo-ssl
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   # a2enmod headers
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   # a2enmod proxy_http
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335
.. note:: This isn't really needed, but it's a good security practice to disable
336
    directory listing in apache::
337

    
338
        # a2dismod autoindex
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340

    
341
.. warning:: Do NOT start/restart the server yet. If the server is running::
342

    
343
       # /etc/init.d/apache2 stop
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345

    
346
.. _rabbitmq-setup:
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348
Message Queue setup
349
~~~~~~~~~~~~~~~~~~~
350

    
351
The message queue will run on node1, so we need to create the appropriate
352
rabbitmq user. The user is named ``synnefo`` and gets full privileges on all
353
exchanges:
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355
.. code-block:: console
356

    
357
   # rabbitmqctl add_user synnefo "example_rabbitmq_passw0rd"
358
   # rabbitmqctl set_permissions synnefo ".*" ".*" ".*"
359

    
360
We do not need to initialize the exchanges. This will be done automatically,
361
during the Cyclades setup.
362

    
363
Pithos data directory setup
364
~~~~~~~~~~~~~~~~~~~~~~~~~~~
365

    
366
As mentioned in the General Prerequisites section, there is a directory called
367
``/srv/pithos`` visible by both nodes. We create and setup the ``data``
368
directory inside it:
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370
.. code-block:: console
371

    
372
   # cd /srv/pithos
373
   # mkdir data
374
   # chown www-data:www-data data
375
   # chmod g+ws data
376

    
377
DNS server setup
378
~~~~~~~~~~~~~~~~
379

    
380
If your machines are not under the same domain nameyou have to set up a dns server.
381
In order to set up a dns server using dnsmasq do the following
382

    
383
.. code-block:: console
384

    
385
				# apt-get install dnsmasq
386

    
387
Then edit you ``/etc/hosts/`` as follows
388

    
389
.. code-block:: console
390

    
391
		4.3.2.1     node1.example.com
392
		4.3.2.2     node2.example.com
393

    
394
Finally edit the ``/etc/dnsmasq.conf`` file and specify the ``listen-address`` and
395
the ``interface`` you would like to listen to.
396

    
397
Also add the following in your ``/etc/resolv.conf`` file
398

    
399
.. code-block:: console
400

    
401
		nameserver 4.3.2.1
402

    
403
You are now ready with all general prerequisites concerning node1. Let's go to
404
node2.
405

    
406
Node2
407
-----
408

    
409
General Synnefo dependencies
410
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
411

    
412
    * apache (http server)
413
    * gunicorn (WSGI http server)
414
    * postgresql (database)
415
    * ntp (NTP daemon)
416
    * gevent
417
    * certificates
418
    * dns setup
419

    
420
You can install the above by running:
421

    
422
.. code-block:: console
423

    
424
   # apt-get install apache2 postgresql ntp
425

    
426
Make sure to install gunicorn >= v0.12.2. You can do this by installing from
427
the official debian backports:
428

    
429
.. code-block:: console
430

    
431
   # apt-get -t squeeze-backports install gunicorn
432

    
433
Also, make sure to install gevent >= 0.13.6. Again from the debian backports:
434

    
435
.. code-block:: console
436

    
437
   # apt-get -t squeeze-backports install python-gevent
438

    
439
Node2 will connect to the databases on node1, so you will also need the
440
python-psycopg2 package:
441

    
442
.. code-block:: console
443

    
444
   # apt-get install python-psycopg2
445

    
446
Database setup
447
~~~~~~~~~~~~~~
448

    
449
All databases have been created and setup on node1, so we do not need to take
450
any action here. From node2, we will just connect to them. When you get familiar
451
with the software you may choose to run different databases on different nodes,
452
for performance/scalability/redundancy reasons, but those kind of setups are out
453
of the purpose of this guide.
454

    
455
Gunicorn setup
456
~~~~~~~~~~~~~~
457

    
458
Rename the file ``/etc/gunicorn.d/synnefo.example`` to
459
``/etc/gunicorn.d/synnefo``, to make it a valid gunicorn configuration file
460
(as happened for node1):
461

    
462
.. code-block:: console
463

    
464
    # mv /etc/gunicorn.d/synnefo.example /etc/gunicorn.d/synnefo
465

    
466

    
467
.. warning:: Do NOT start the server yet, because it won't find the
468
    ``synnefo.settings`` module. Also, in case you are using ``/etc/hosts``
469
    instead of a DNS to get the hostnames, change ``--worker-class=gevent`` to
470
    ``--worker-class=sync``. We will start the server after successful
471
    installation of astakos. If the server is running::
472

    
473
       # /etc/init.d/gunicorn stop
474

    
475
Apache2 setup
476
~~~~~~~~~~~~~
477

    
478
Create the file ``/etc/apache2/sites-available/synnefo`` containing the
479
following:
480

    
481
.. code-block:: console
482

    
483
    <VirtualHost *:80>
484
        ServerName node2.example.com
485

    
486
        RewriteEngine On
487
        RewriteCond %{THE_REQUEST} ^.*(\\r|\\n|%0A|%0D).* [NC]
488
        RewriteRule ^(.*)$ - [F,L]
489
        RewriteRule (.*) https://%{HTTP_HOST}%{REQUEST_URI}
490
    </VirtualHost>
491

    
492
Create the file ``synnefo-ssl`` under ``/etc/apache2/sites-available/``
493
containing the following:
494

    
495
.. code-block:: console
496

    
497
    <IfModule mod_ssl.c>
498
    <VirtualHost _default_:443>
499
        ServerName node2.example.com
500

    
501
        Alias /static "/usr/share/synnefo/static"
502

    
503
        SetEnv no-gzip
504
        SetEnv dont-vary
505
        AllowEncodedSlashes On
506

    
507
        RequestHeader set X-Forwarded-Protocol "https"
508

    
509
        <Proxy * >
510
            Order allow,deny
511
            Allow from all
512
        </Proxy>
513

    
514
        SetEnv                proxy-sendchunked
515
        SSLProxyEngine        off
516
        ProxyErrorOverride    off
517

    
518
        ProxyPass        /static !
519
        ProxyPass        / http://localhost:8080/ retry=0
520
        ProxyPassReverse / http://localhost:8080/
521

    
522
        SSLEngine on
523
        SSLCertificateFile    /etc/ssl/certs/ssl-cert-snakeoil.pem
524
        SSLCertificateKeyFile /etc/ssl/private/ssl-cert-snakeoil.key
525
    </VirtualHost>
526
    </IfModule>
527

    
528
As in node1, enable sites and modules by running:
529

    
530
.. code-block:: console
531

    
532
   # a2enmod ssl
533
   # a2enmod rewrite
534
   # a2dissite default
535
   # a2ensite synnefo
536
   # a2ensite synnefo-ssl
537
   # a2enmod headers
538
   # a2enmod proxy_http
539

    
540
.. note:: This isn't really needed, but it's a good security practice to disable
541
    directory listing in apache::
542

    
543
        # a2dismod autoindex
544

    
545
.. warning:: Do NOT start/restart the server yet. If the server is running::
546

    
547
       # /etc/init.d/apache2 stop
548

    
549

    
550
Acquire certificate
551
~~~~~~~~~~~~~~~~~~~
552

    
553
Copy the certificate you created before on node1 (`ca.crt`) under the directory
554
``/usr/local/share/ca-certificate``
555

    
556
and run:
557

    
558
.. code-block:: console
559

    
560
		# update-ca-certificates
561

    
562
to update the records.
563

    
564

    
565
DNS Setup
566
~~~~~~~~~
567

    
568
Add the following line in ``/etc/resolv.conf`` file
569

    
570
.. code-block:: console
571

    
572
		nameserver 4.3.2.1
573

    
574
to inform the node about the new dns server.
575

    
576
We are now ready with all general prerequisites for node2. Now that we have
577
finished with all general prerequisites for both nodes, we can start installing
578
the services. First, let's install Astakos on node1.
579

    
580
Installation of Astakos on node1
581
================================
582

    
583
To install astakos, grab the package from our repository (make sure  you made
584
the additions needed in your ``/etc/apt/sources.list`` file, as described
585
previously), by running:
586

    
587
.. code-block:: console
588

    
589
   # apt-get install snf-astakos-app snf-pithos-backend
590

    
591
.. _conf-astakos:
592

    
593
Configuration of Astakos
594
========================
595

    
596
Conf Files
597
----------
598

    
599
After astakos is successfully installed, you will find the directory
600
``/etc/synnefo`` and some configuration files inside it. The files contain
601
commented configuration options, which are the default options. While installing
602
new snf-* components, new configuration files will appear inside the directory.
603
In this guide (and for all services), we will edit only the minimum necessary
604
configuration options, to reflect our setup. Everything else will remain as is.
605

    
606
After getting familiar with synnefo, you will be able to customize the software
607
as you wish and fits your needs. Many options are available, to empower the
608
administrator with extensively customizable setups.
609

    
610
For the snf-webproject component (installed as an astakos dependency), we
611
need the following:
612

    
613
Edit ``/etc/synnefo/10-snf-webproject-database.conf``. You will need to
614
uncomment and edit the ``DATABASES`` block to reflect our database:
615

    
616
.. code-block:: console
617

    
618
    DATABASES = {
619
     'default': {
620
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
621
         'ENGINE': 'django.db.backends.postgresql_psycopg2',
622
         # ATTENTION: This *must* be the absolute path if using sqlite3.
623
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
624
         'NAME': 'snf_apps',
625
         'USER': 'synnefo',                      # Not used with sqlite3.
626
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
627
         # Set to empty string for localhost. Not used with sqlite3.
628
         'HOST': '4.3.2.1',
629
         # Set to empty string for default. Not used with sqlite3.
630
         'PORT': '5432',
631
     }
632
    }
633

    
634
Edit ``/etc/synnefo/10-snf-webproject-deploy.conf``. Uncomment and edit
635
``SECRET_KEY``. This is a Django specific setting which is used to provide a
636
seed in secret-key hashing algorithms. Set this to a random string of your
637
choice and keep it private:
638

    
639
.. code-block:: console
640

    
641
    SECRET_KEY = 'sy6)mw6a7x%n)-example_secret_key#zzk4jo6f2=uqu!1o%)'
642

    
643
For astakos specific configuration, edit the following options in
644
``/etc/synnefo/20-snf-astakos-app-settings.conf`` :
645

    
646
.. code-block:: console
647

    
648
    ASTAKOS_COOKIE_DOMAIN = '.example.com'
649

    
650
    ASTAKOS_BASE_URL = 'https://node1.example.com/astakos'
651

    
652
The ``ASTAKOS_COOKIE_DOMAIN`` should be the base url of our domain (for all
653
services). ``ASTAKOS_BASE_URL`` is the astakos top-level URL. Appending an
654
extra path (``/astakos`` here) is recommended in order to distinguish
655
components, if more than one are installed on the same machine.
656

    
657
.. note:: For the purpose of this guide, we don't enable recaptcha authentication.
658
    If you would like to enable it, you have to edit the following options:
659

    
660
    .. code-block:: console
661

    
662
        ASTAKOS_RECAPTCHA_PUBLIC_KEY = 'example_recaptcha_public_key!@#$%^&*('
663
        ASTAKOS_RECAPTCHA_PRIVATE_KEY = 'example_recaptcha_private_key!@#$%^&*('
664
        ASTAKOS_RECAPTCHA_USE_SSL = True
665
        ASTAKOS_RECAPTCHA_ENABLED = True
666

    
667
    For the ``ASTAKOS_RECAPTCHA_PUBLIC_KEY`` and ``ASTAKOS_RECAPTCHA_PRIVATE_KEY``
668
    go to https://www.google.com/recaptcha/admin/create and create your own pair.
669

    
670
Then edit ``/etc/synnefo/20-snf-astakos-app-cloudbar.conf`` :
671

    
672
.. code-block:: console
673

    
674
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
675

    
676
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
677

    
678
    CLOUDBAR_MENU_URL = 'https://node1.example.com/astakos/ui/get_menu'
679

    
680
Those settings have to do with the black cloudbar endpoints and will be
681
described in more detail later on in this guide. For now, just edit the domain
682
to point at node1 which is where we have installed Astakos.
683

    
684
If you are an advanced user and want to use the Shibboleth Authentication
685
method, read the relative :ref:`section <shibboleth-auth>`.
686

    
687
.. _email-configuration:
688

    
689
Email delivery configuration
690
----------------------------
691

    
692
Many of the ``astakos`` operations require server to notify service users and
693
administrators via email. e.g. right after the signup process the service sents
694
an email to the registered email address containing an email verification url,
695
after the user verifies the email address astakos once again needs to notify
696
administrators with a notice that a new account has just been verified.
697

    
698
More specifically astakos sends emails in the following cases
699

    
700
- An email containing a verification link after each signup process.
701
- An email to the people listed in ``ADMINS`` setting after each email
702
  verification if ``ASTAKOS_MODERATION`` setting is ``True``. The email
703
  notifies administrators that an additional action is required in order to
704
  activate the user.
705
- A welcome email to the user email and an admin notification to ``ADMINS``
706
  right after each account activation.
707
- Feedback messages submited from astakos contact view and astakos feedback
708
  API endpoint are sent to contacts listed in ``HELPDESK`` setting.
709
- Project application request notifications to people included in ``HELPDESK``
710
  and ``MANAGERS`` settings.
711
- Notifications after each project members action (join request, membership
712
  accepted/declinde etc.) to project members or project owners.
713

    
714
Astakos uses the Django internal email delivering mechanism to send email
715
notifications. A simple configuration, using an external smtp server to
716
deliver messages, is shown below. Alter the following example to meet your
717
smtp server characteristics. Notice that the smtp server is needed for a proper
718
installation
719

    
720
.. code-block:: python
721

    
722
    # /etc/synnefo/00-snf-common-admins.conf
723
    EMAIL_HOST = "mysmtp.server.synnefo.org"
724
    EMAIL_HOST_USER = "<smtpuser>"
725
    EMAIL_HOST_PASSWORD = "<smtppassword>"
726

    
727
    # this gets appended in all email subjects
728
    EMAIL_SUBJECT_PREFIX = "[example.synnefo.org] "
729

    
730
    # Address to use for outgoing emails
731
    DEFAULT_FROM_EMAIL = "server@example.synnefo.org"
732

    
733
    # Email where users can contact for support. This is used in html/email
734
    # templates.
735
    CONTACT_EMAIL = "server@example.synnefo.org"
736

    
737
    # The email address that error messages come from
738
    SERVER_EMAIL = "server-errors@example.synnefo.org"
739

    
740
Notice that since email settings might be required by applications other than
741
astakos they are defined in a different configuration file than the one
742
previously used to set astakos specific settings.
743

    
744
Refer to
745
`Django documentation <https://docs.djangoproject.com/en/1.4/topics/email/>`_
746
for additional information on available email settings.
747

    
748
As refered in the previous section, based on the operation that triggers
749
an email notification, the recipients list differs. Specifically for
750
emails whose recipients include contacts from your service team
751
(administrators, managers, helpdesk etc) synnefo provides the following
752
settings located in ``00-snf-common-admins.conf``:
753

    
754
.. code-block:: python
755

    
756
    ADMINS = (('Admin name', 'admin@example.synnefo.org'),
757
              ('Admin2 name', 'admin2@example.synnefo.org))
758
    MANAGERS = (('Manager name', 'manager@example.synnefo.org'),)
759
    HELPDESK = (('Helpdesk user name', 'helpdesk@example.synnefo.org'),)
760

    
761
Alternatively, it may be convenient to send e-mails to a file, instead of an actual smtp server, using the file backend. Do so by creating a configuration file ``/etc/synnefo/99-local.conf`` including the folowing:
762

    
763
.. code-block:: python
764

    
765
    EMAIL_BACKEND = 'django.core.mail.backends.filebased.EmailBackend'
766
    EMAIL_FILE_PATH = '/tmp/app-messages' 
767
  
768

    
769

    
770
Enable Pooling
771
--------------
772

    
773
This section can be bypassed, but we strongly recommend you apply the following,
774
since they result in a significant performance boost.
775

    
776
Synnefo includes a pooling DBAPI driver for PostgreSQL, as a thin wrapper
777
around Psycopg2. This allows independent Django requests to reuse pooled DB
778
connections, with significant performance gains.
779

    
780
To use, first monkey-patch psycopg2. For Django, run this before the
781
``DATABASES`` setting in ``/etc/synnefo/10-snf-webproject-database.conf``:
782

    
783
.. code-block:: console
784

    
785
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
786
    monkey_patch_psycopg2()
787

    
788
Since we are running with greenlets, we should modify psycopg2 behavior, so it
789
works properly in a greenlet context:
790

    
791
.. code-block:: console
792

    
793
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
794
    make_psycopg_green()
795

    
796
Use the Psycopg2 driver as usual. For Django, this means using
797
``django.db.backends.postgresql_psycopg2`` without any modifications. To enable
798
connection pooling, pass a nonzero ``synnefo_poolsize`` option to the DBAPI
799
driver, through ``DATABASES.OPTIONS`` in Django.
800

    
801
All the above will result in an ``/etc/synnefo/10-snf-webproject-database.conf``
802
file that looks like this:
803

    
804
.. code-block:: console
805

    
806
    # Monkey-patch psycopg2
807
    from synnefo.lib.db.pooled_psycopg2 import monkey_patch_psycopg2
808
    monkey_patch_psycopg2()
809

    
810
    # If running with greenlets
811
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
812
    make_psycopg_green()
813

    
814
    DATABASES = {
815
     'default': {
816
         # 'postgresql_psycopg2', 'postgresql','mysql', 'sqlite3' or 'oracle'
817
         'ENGINE': 'django.db.backends.postgresql_psycopg2',
818
         'OPTIONS': {'synnefo_poolsize': 8},
819

    
820
         # ATTENTION: This *must* be the absolute path if using sqlite3.
821
         # See: http://docs.djangoproject.com/en/dev/ref/settings/#name
822
         'NAME': 'snf_apps',
823
         'USER': 'synnefo',                      # Not used with sqlite3.
824
         'PASSWORD': 'example_passw0rd',         # Not used with sqlite3.
825
         # Set to empty string for localhost. Not used with sqlite3.
826
         'HOST': '4.3.2.1',
827
         # Set to empty string for default. Not used with sqlite3.
828
         'PORT': '5432',
829
     }
830
    }
831

    
832
Database Initialization
833
-----------------------
834

    
835
After configuration is done, we initialize the database by running:
836

    
837
.. code-block:: console
838

    
839
    # snf-manage syncdb
840

    
841
At this example we don't need to create a django superuser, so we select
842
``[no]`` to the question. After a successful sync, we run the migration needed
843
for astakos:
844

    
845
.. code-block:: console
846

    
847
    # snf-manage migrate im
848
    # snf-manage migrate quotaholder_app
849

    
850
Then, we load the pre-defined user groups
851

    
852
.. code-block:: console
853

    
854
    # snf-manage loaddata groups
855

    
856
.. _services-reg:
857

    
858
Services Registration
859
---------------------
860

    
861
When the database is ready, we need to register the services. The following
862
command will ask you to register the standard Synnefo components (astakos,
863
cyclades, and pithos) along with the services they provide. Note that you
864
have to register at least astakos in order to have a usable authentication
865
system. For each component, you will be asked to provide two URLs: its base
866
URL and its UI URL.
867

    
868
The former is the location where the component resides; it should equal
869
the ``<component_name>_BASE_URL`` as specified in the respective component
870
settings. For example, the base URL for astakos would be
871
``https://node1.example.com/astakos``.
872

    
873
The latter is the URL that appears in the Cloudbar and leads to the
874
component UI. If you want to follow the default setup, set
875
the UI URL to ``<base_url>/ui/`` where ``base_url`` the component's base
876
URL as explained before. (You can later change the UI URL with
877
``snf-manage component-modify <component_name> --url new_ui_url``.)
878

    
879
The command will also register automatically the resource definitions
880
offered by the services.
881

    
882
.. code-block:: console
883

    
884
    # snf-component-register
885

    
886
.. note::
887

    
888
   This command is equivalent to running the following series of commands;
889
   it registers the three components in astakos and then in each host it
890
   exports the respective service definitions, copies the exported json file
891
   to the astakos host, where it finally imports it:
892

    
893
    .. code-block:: console
894

    
895
       astakos-host$ snf-manage component-add astakos --base-url astakos_base_url --ui-url astakos_ui_url
896
       astakos-host$ snf-manage component-add cyclades --base-url cyclades_base_url --ui-url cyclades_ui_url
897
       astakos-host$ snf-manage component-add pithos --base-url pithos_base_url --ui-url pithos_ui_url
898
       astakos-host$ snf-manage service-export-astakos > astakos.json
899
       astakos-host$ snf-manage service-import --json astakos.json
900
       cyclades-host$ snf-manage service-export-cyclades > cyclades.json
901
       # copy the file to astakos-host
902
       astakos-host$ snf-manage service-import --json cyclades.json
903
       pithos-host$ snf-manage service-export-pithos > pithos.json
904
       # copy the file to astakos-host
905
       astakos-host$ snf-manage service-import --json pithos.json
906

    
907
Notice that in this installation astakos and cyclades are in node1 and pithos is in node2
908

    
909
Setting Default Base Quota for Resources
910
----------------------------------------
911

    
912
We now have to specify the limit on resources that each user can employ
913
(exempting resources offered by projects). When specifying storage or
914
memory size limits consider to add an appropriate size suffix to the
915
numeric value, i.e. 10240 MB, 10 GB etc.
916

    
917
.. code-block:: console
918

    
919
    # snf-manage resource-modify --default-quota-interactive
920

    
921

    
922
Servers Initialization
923
----------------------
924

    
925
Finally, we initialize the servers on node1:
926

    
927
.. code-block:: console
928

    
929
    root@node1:~ # /etc/init.d/gunicorn restart
930
    root@node1:~ # /etc/init.d/apache2 restart
931

    
932
We have now finished the Astakos setup. Let's test it now.
933

    
934

    
935
Testing of Astakos
936
==================
937

    
938
Open your favorite browser and go to:
939

    
940
``http://node1.example.com/astakos``
941

    
942
If this redirects you to ``https://node1.example.com/astakos/ui/`` and you can see
943
the "welcome" door of Astakos, then you have successfully setup Astakos.
944

    
945
Let's create our first user. At the homepage click the "CREATE ACCOUNT" button
946
and fill all your data at the sign up form. Then click "SUBMIT". You should now
947
see a green box on the top, which informs you that you made a successful request
948
and the request has been sent to the administrators. So far so good, let's
949
assume that you created the user with username ``user@example.com``.
950

    
951
Now we need to activate that user. Return to a command prompt at node1 and run:
952

    
953
.. code-block:: console
954

    
955
    root@node1:~ # snf-manage user-list
956

    
957
This command should show you a list with only one user; the one we just created.
958
This user should have an id with a value of ``1`` and flag "active" and
959
"verified" set to False. Now run:
960

    
961
.. code-block:: console
962

    
963
    root@node1:~ # snf-manage user-modify 1 --verify --accept
964

    
965
This verifies the user email and activates the user.
966
When running in production, the activation is done automatically with different
967
types of moderation, that Astakos supports. You can see the moderation methods
968
(by invitation, whitelists, matching regexp, etc.) at the Astakos specific
969
documentation. In production, you can also manually activate a user, by sending
970
him/her an activation email. See how to do this at the :ref:`User
971
activation <user_activation>` section.
972

    
973
Now let's go back to the homepage. Open ``http://node1.example.com/astkos/ui/`` with
974
your browser again. Try to sign in using your new credentials. If the astakos
975
menu appears and you can see your profile, then you have successfully setup
976
Astakos.
977

    
978
Let's continue to install Pithos now.
979

    
980

    
981
Installation of Pithos on node2
982
===============================
983

    
984
To install Pithos, grab the packages from our repository (make sure  you made
985
the additions needed in your ``/etc/apt/sources.list`` file, as described
986
previously), by running:
987

    
988
.. code-block:: console
989

    
990
   # apt-get install snf-pithos-app snf-pithos-backend
991

    
992
Now, install the pithos web interface:
993

    
994
.. code-block:: console
995

    
996
   # apt-get install snf-pithos-webclient
997

    
998
This package provides the standalone pithos web client. The web client is the
999
web UI for Pithos and will be accessible by clicking "pithos" on the Astakos
1000
interface's cloudbar, at the top of the Astakos homepage.
1001

    
1002

    
1003
.. _conf-pithos:
1004

    
1005
Configuration of Pithos
1006
=======================
1007

    
1008
Conf Files
1009
----------
1010

    
1011
After Pithos is successfully installed, you will find the directory
1012
``/etc/synnefo`` and some configuration files inside it, as you did in node1
1013
after installation of astakos. Here, you will not have to change anything that
1014
has to do with snf-common or snf-webproject. Everything is set at node1. You
1015
only need to change settings that have to do with Pithos. Specifically:
1016

    
1017
Edit ``/etc/synnefo/20-snf-pithos-app-settings.conf``. There you need to set
1018
this options:
1019

    
1020
.. code-block:: console
1021

    
1022
   ASTAKOS_AUTH_URL = 'https://node1.example.com/astakos/identity/v2.0'
1023

    
1024
   PITHOS_BASE_URL = 'https://node2.example.com/pithos'
1025
   PITHOS_BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1026
   PITHOS_BACKEND_BLOCK_PATH = '/srv/pithos/data'
1027

    
1028
   PITHOS_SERVICE_TOKEN = 'pithos_service_token22w'
1029

    
1030

    
1031
The ``PITHOS_BACKEND_DB_CONNECTION`` option tells to the Pithos app where to
1032
find the Pithos backend database. Above we tell Pithos that its database is
1033
``snf_pithos`` at node1 and to connect as user ``synnefo`` with password
1034
``example_passw0rd``.  All those settings where setup during node1's "Database
1035
setup" section.
1036

    
1037
The ``PITHOS_BACKEND_BLOCK_PATH`` option tells to the Pithos app where to find
1038
the Pithos backend data. Above we tell Pithos to store its data under
1039
``/srv/pithos/data``, which is visible by both nodes. We have already setup this
1040
directory at node1's "Pithos data directory setup" section.
1041

    
1042
The ``ASTAKOS_AUTH_URL`` option informs the Pithos app where Astakos is.
1043
The Astakos service is used for user management (authentication, quotas, etc.)
1044

    
1045
The ``PITHOS_BASE_URL`` setting must point to the top-level Pithos URL.
1046

    
1047
The ``PITHOS_SERVICE_TOKEN`` is the token used for authentication with astakos.
1048
It can be retrieved by running on the Astakos node (node1 in our case):
1049

    
1050
.. code-block:: console
1051

    
1052
   # snf-manage component-list
1053

    
1054
The token has been generated automatically during the :ref:`Pithos service
1055
registration <services-reg>`.
1056

    
1057
The ``PITHOS_UPDATE_MD5`` option by default disables the computation of the
1058
object checksums. This results to improved performance during object uploading.
1059
However, if compatibility with the OpenStack Object Storage API is important
1060
then it should be changed to ``True``.
1061

    
1062
Then edit ``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf``, to connect the
1063
Pithos web UI with the astakos web UI (through the top cloudbar):
1064

    
1065
.. code-block:: console
1066

    
1067
    CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1068
    CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
1069
    CLOUDBAR_MENU_URL = 'https://node1.example.com/astakos/ui/get_menu'
1070

    
1071
The ``CLOUDBAR_LOCATION`` tells the client where to find the astakos common
1072
cloudbar.
1073

    
1074
The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are used by the
1075
Pithos web client to get from astakos all the information needed to fill its
1076
own cloudbar. So we put our astakos deployment urls there.
1077

    
1078
Pooling and Greenlets
1079
---------------------
1080

    
1081
Pithos is pooling-ready without the need of further configuration, because it
1082
doesn't use a Django DB. It pools HTTP connections to Astakos and pithos
1083
backend objects for access to the Pithos DB.
1084

    
1085
However, as in Astakos, since we are running with Greenlets, it is also
1086
recommended to modify psycopg2 behavior so it works properly in a greenlet
1087
context. This means adding the following lines at the top of your
1088
``/etc/synnefo/10-snf-webproject-database.conf`` file:
1089

    
1090
.. code-block:: console
1091

    
1092
    from synnefo.lib.db.psyco_gevent import make_psycopg_green
1093
    make_psycopg_green()
1094

    
1095
Furthermore, add the ``--worker-class=gevent`` (or ``--worker-class=sync`` as
1096
mentioned above, depending on your setup) argument on your
1097
``/etc/gunicorn.d/synnefo`` configuration file. The file should look something
1098
like this:
1099

    
1100
.. code-block:: console
1101

    
1102
    CONFIG = {
1103
     'mode': 'django',
1104
     'environment': {
1105
       'DJANGO_SETTINGS_MODULE': 'synnefo.settings',
1106
     },
1107
     'working_dir': '/etc/synnefo',
1108
     'user': 'www-data',
1109
     'group': 'www-data',
1110
     'args': (
1111
       '--bind=127.0.0.1:8080',
1112
       '--workers=4',
1113
       '--worker-class=gevent',
1114
       '--log-level=debug',
1115
       '--timeout=43200'
1116
     ),
1117
    }
1118

    
1119
Stamp Database Revision
1120
-----------------------
1121

    
1122
Pithos uses the alembic_ database migrations tool.
1123

    
1124
.. _alembic: http://alembic.readthedocs.org
1125

    
1126
After a successful installation, we should stamp it at the most recent
1127
revision, so that future migrations know where to start upgrading in
1128
the migration history.
1129

    
1130
.. code-block:: console
1131

    
1132
    root@node2:~ # pithos-migrate stamp head
1133

    
1134
Servers Initialization
1135
----------------------
1136

    
1137
After configuration is done, we initialize the servers on node2:
1138

    
1139
.. code-block:: console
1140

    
1141
    root@node2:~ # /etc/init.d/gunicorn restart
1142
    root@node2:~ # /etc/init.d/apache2 restart
1143

    
1144
You have now finished the Pithos setup. Let's test it now.
1145

    
1146

    
1147
Testing of Pithos
1148
=================
1149

    
1150
Open your browser and go to the Astakos homepage:
1151

    
1152
``http://node1.example.com/astakos``
1153

    
1154
Login, and you will see your profile page. Now, click the "pithos" link on the
1155
top black cloudbar. If everything was setup correctly, this will redirect you
1156
to:
1157

    
1158

    
1159
and you will see the blue interface of the Pithos application.  Click the
1160
orange "Upload" button and upload your first file. If the file gets uploaded
1161
successfully, then this is your first sign of a successful Pithos installation.
1162
Go ahead and experiment with the interface to make sure everything works
1163
correctly.
1164

    
1165
You can also use the Pithos clients to sync data from your Windows PC or MAC.
1166

    
1167
If you don't stumble on any problems, then you have successfully installed
1168
Pithos, which you can use as a standalone File Storage Service.
1169

    
1170
If you would like to do more, such as:
1171

    
1172
    * Spawning VMs
1173
    * Spawning VMs from Images stored on Pithos
1174
    * Uploading your custom Images to Pithos
1175
    * Spawning VMs from those custom Images
1176
    * Registering existing Pithos files as Images
1177
    * Connect VMs to the Internet
1178
    * Create Private Networks
1179
    * Add VMs to Private Networks
1180

    
1181
please continue with the rest of the guide.
1182

    
1183

    
1184
Cyclades Prerequisites
1185
======================
1186

    
1187
Before proceeding with the Cyclades installation, make sure you have
1188
successfully set up Astakos and Pithos first, because Cyclades depends on
1189
them. If you don't have a working Astakos and Pithos installation yet, please
1190
return to the :ref:`top <quick-install-admin-guide>` of this guide.
1191

    
1192
Besides Astakos and Pithos, you will also need a number of additional working
1193
prerequisites, before you start the Cyclades installation.
1194

    
1195
Ganeti
1196
------
1197

    
1198
`Ganeti <http://code.google.com/p/ganeti/>`_ handles the low level VM management
1199
for Cyclades, so Cyclades requires a working Ganeti installation at the backend.
1200
Please refer to the
1201
`ganeti documentation <http://docs.ganeti.org/ganeti/2.6/html>`_ for all the
1202
gory details. A successful Ganeti installation concludes with a working
1203
:ref:`GANETI-MASTER <GANETI_NODES>` and a number of :ref:`GANETI-NODEs
1204
<GANETI_NODES>`.
1205

    
1206
The above Ganeti cluster can run on different physical machines than node1 and
1207
node2 and can scale independently, according to your needs.
1208

    
1209
For the purpose of this guide, we will assume that the :ref:`GANETI-MASTER
1210
<GANETI_NODES>` runs on node1 and is VM-capable. Also, node2 is a
1211
:ref:`GANETI-NODE <GANETI_NODES>` and is Master-capable and VM-capable too.
1212

    
1213
We highly recommend that you read the official Ganeti documentation, if you are
1214
not familiar with Ganeti.
1215

    
1216
Unfortunately, the current stable version of the stock Ganeti (v2.6.2) doesn't
1217
support IP pool management. This feature will be available in Ganeti >= 2.7.
1218
Synnefo depends on the IP pool functionality of Ganeti, so you have to use
1219
GRNET provided packages until stable 2.7 is out. These packages will also install
1220
the proper version of Ganeti. To do so:
1221

    
1222
.. code-block:: console
1223

    
1224
   # apt-get install snf-ganeti ganeti-htools
1225

    
1226
Ganeti will make use of drbd. To enable this and make the configuration pemanent
1227
you have to do the following :
1228

    
1229
.. code-block:: console
1230

    
1231
		# rmmod -f drbd && modprobe drbd minor_count=255 usermode_helper=/bin/true
1232
		# echo 'drbd minor_count=255 usermode_helper=/bin/true' >> /etc/modules
1233

    
1234

    
1235
We assume that Ganeti will use the KVM hypervisor. After installing Ganeti on
1236
both nodes, choose a domain name that resolves to a valid floating IP (let's
1237
say it's ``ganeti.node1.example.com``). This IP is needed to communicate with
1238
the Ganeti cluster. Make sure node1 and node2 have same dsa,rsa keys and authorised_keys
1239
for password-less root ssh between each other. If not then skip passing --no-ssh-init but be
1240
aware that it will replace /root/.ssh/* related files and you might lose access to master node.
1241
Also, Ganeti will need a volume to host your VMs' disks. So, make sure there is an lvm volume
1242
group named ``ganeti``. Finally, setup a bridge interface on the host machines (e.g: br0). This
1243
will be needed for the network configuration afterwards.
1244

    
1245
Then run on node1:
1246

    
1247
.. code-block:: console
1248

    
1249
    root@node1:~ # gnt-cluster init --enabled-hypervisors=kvm --no-ssh-init \
1250
                    --no-etc-hosts --vg-name=ganeti --nic-parameters link=br0 \
1251
                    --master-netdev eth0 ganeti.node1.example.com
1252
    root@node1:~ # gnt-cluster modify --default-iallocator hail
1253
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:kernel_path=
1254
    root@node1:~ # gnt-cluster modify --hypervisor-parameters kvm:vnc_bind_address=0.0.0.0
1255

    
1256
    root@node1:~ # gnt-node add --no-ssh-key-check --master-capable=yes \
1257
                    --vm-capable=yes node2.example.com
1258
    root@node1:~ # gnt-cluster modify --disk-parameters=drbd:metavg=ganeti
1259
    root@node1:~ # gnt-group modify --disk-parameters=drbd:metavg=ganeti default
1260

    
1261
You can verify that the ganeti cluster is successfully setup,by running on the
1262
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
1263

    
1264
.. code-block:: console
1265

    
1266
   # gnt-cluster verify
1267

    
1268
For any problems you may stumble upon installing Ganeti, please refer to the
1269
`official documentation <http://docs.ganeti.org/ganeti/2.6/html>`_. Installation
1270
of Ganeti is out of the scope of this guide.
1271

    
1272
.. _cyclades-install-snfimage:
1273

    
1274
snf-image
1275
---------
1276

    
1277
Installation
1278
~~~~~~~~~~~~
1279
For :ref:`Cyclades <cyclades>` to be able to launch VMs from specified Images,
1280
you need the :ref:
1281
`snf-image <http://www.synnefo.org/docs/snf-image/latest/index.html>` OS
1282
Definition installed on *all* VM-capable Ganeti nodes. This means we need
1283
:ref:`snf-image <http://www.synnefo.org/docs/snf-image/latest/index.html>` on
1284
node1 and node2. You can do this by running on *both* nodes:
1285

    
1286
.. code-block:: console
1287

    
1288
   # apt-get install snf-image snf-pithos-backend python-psycopg2
1289

    
1290
snf-image also needs the `snf-pithos-backend <snf-pithos-backend>`, to be able
1291
to handle image files stored on Pithos. It also needs `python-psycopg2` to be
1292
able to access the Pithos database. This is why, we also install them on *all*
1293
VM-capable Ganeti nodes.
1294

    
1295
.. warning::
1296
		snf-image uses ``curl`` for handling URLs. This means that it will
1297
		not  work out of the box if you try to use URLs served by servers which do
1298
		not have a valid certificate. In case you haven't followed the guide's
1299
		directions about the certificates,in order to circumvent this you should edit the file
1300
		``/etc/default/snf-image``. Change ``#CURL="curl"`` to ``CURL="curl -k"`` on every node.
1301

    
1302
Configuration
1303
~~~~~~~~~~~~~
1304
snf-image supports native access to Images stored on Pithos. This means that
1305
it can talk directly to the Pithos backend, without the need of providing a
1306
public URL. More details, are described in the next section. For now, the only
1307
thing we need to do, is configure snf-image to access our Pithos backend.
1308

    
1309
To do this, we need to set the corresponding variables in
1310
``/etc/default/snf-image``, to reflect our Pithos setup:
1311

    
1312
.. code-block:: console
1313

    
1314
    PITHOS_DB="postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos"
1315

    
1316
    PITHOS_DATA="/srv/pithos/data"
1317

    
1318
If you have installed your Ganeti cluster on different nodes than node1 and
1319
node2 make sure that ``/srv/pithos/data`` is visible by all of them.
1320

    
1321
If you would like to use Images that are also/only stored locally, you need to
1322
save them under ``IMAGE_DIR``, however this guide targets Images stored only on
1323
Pithos.
1324

    
1325
Testing
1326
~~~~~~~
1327
You can test that snf-image is successfully installed by running on the
1328
:ref:`GANETI-MASTER <GANETI_NODES>` (in our case node1):
1329

    
1330
.. code-block:: console
1331

    
1332
   # gnt-os diagnose
1333

    
1334
This should return ``valid`` for snf-image.
1335

    
1336
If you are interested to learn more about snf-image's internals (and even use
1337
it alongside Ganeti without Synnefo), please see
1338
`here <http://www.synnefo.org/docs/snf-image/latest/index.html>`_ for information
1339
concerning installation instructions, documentation on the design and
1340
implementation, and supported Image formats.
1341

    
1342
.. _snf-image-images:
1343

    
1344
Actual Images for snf-image
1345
---------------------------
1346

    
1347
Now that snf-image is installed successfully we need to provide it with some
1348
Images.
1349
:ref:`snf-image <http://www.synnefo.org/docs/snf-image/latest/index.html>`
1350
supports Images stored in ``extdump``, ``ntfsdump`` or ``diskdump`` format. We
1351
recommend the use of the ``diskdump`` format. For more information about
1352
snf-image Image formats see `here
1353
<http://www.synnefo.org/docs/snf-image/latest/usage.html#image-format>`_.
1354

    
1355
:ref:`snf-image <http://www.synnefo.org/docs/snf-image/latest/index.html>`
1356
also supports three (3) different locations for the above Images to be stored:
1357

    
1358
    * Under a local folder (usually an NFS mount, configurable as ``IMAGE_DIR``
1359
      in :file:`/etc/default/snf-image`)
1360
    * On a remote host (accessible via public URL e.g: http://... or ftp://...)
1361
    * On Pithos (accessible natively, not only by its public URL)
1362

    
1363
For the purpose of this guide, we will use the Debian Squeeze Base Image found
1364
on the official `snf-image page
1365
<http://www.synnefo.org/docs/snf-image/latest/usage.html#sample-images>`_. The
1366
image is of type ``diskdump``. We will store it in our new Pithos installation.
1367

    
1368
To do so, do the following:
1369

    
1370
a) Download the Image from the official snf-image page.
1371

    
1372
b) Upload the Image to your Pithos installation, either using the Pithos Web
1373
   UI or the command line client `kamaki
1374
   <http://www.synnefo.org/docs/kamaki/latest/index.html>`_.
1375

    
1376
Once the Image is uploaded successfully, download the Image's metadata file
1377
from the official snf-image page. You will need it, for spawning a VM from
1378
Ganeti, in the next section.
1379

    
1380
Of course, you can repeat the procedure to upload more Images, available from
1381
the `official snf-image page
1382
<http://www.synnefo.org/docs/snf-image/latest/usage.html#sample-images>`_.
1383

    
1384
.. _ganeti-with-pithos-images:
1385

    
1386
Spawning a VM from a Pithos Image, using Ganeti
1387
-----------------------------------------------
1388

    
1389
Now, it is time to test our installation so far. So, we have Astakos and
1390
Pithos installed, we have a working Ganeti installation, the snf-image
1391
definition installed on all VM-capable nodes and a Debian Squeeze Image on
1392
Pithos. Make sure you also have the `metadata file
1393
<https://pithos.okeanos.grnet.gr/public/gwqcv>`_ for this image.
1394

    
1395
Run on the :ref:`GANETI-MASTER's <GANETI_NODES>` (node1) command line:
1396

    
1397
.. code-block:: console
1398

    
1399
   # gnt-instance add -o snf-image+default --os-parameters \
1400
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1401
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1402
                      testvm1
1403

    
1404
In the above command:
1405

    
1406
 * ``img_passwd``: the arbitrary root password of your new instance
1407
 * ``img_format``: set to ``diskdump`` to reflect the type of the uploaded Image
1408
 * ``img_id``: If you want to deploy an Image stored on Pithos (our case), this
1409
               should have the format ``pithos://<UUID>/<container>/<filename>``:
1410
               * ``UUID``: the username found in Cyclades Web UI under API access
1411
               * ``container``: ``pithos`` (default, if the Web UI was used)
1412
               * ``filename``: the name of file (visible also from the Web UI)
1413
 * ``img_properties``: taken from the metadata file. Used only the two mandatory
1414
                       properties ``OSFAMILY`` and ``ROOT_PARTITION``. `Learn more
1415
                       <http://www.synnefo.org/docs/snf-image/latest/usage.html#image-properties>`_
1416

    
1417
If the ``gnt-instance add`` command returns successfully, then run:
1418

    
1419
.. code-block:: console
1420

    
1421
   # gnt-instance info testvm1 | grep "console connection"
1422

    
1423
to find out where to connect using VNC. If you can connect successfully and can
1424
login to your new instance using the root password ``my_vm_example_passw0rd``,
1425
then everything works as expected and you have your new Debian Base VM up and
1426
running.
1427

    
1428
If ``gnt-instance add`` fails, make sure that snf-image is correctly configured
1429
to access the Pithos database and the Pithos backend data (newer versions
1430
require UUID instead of a username). Another issue you may encounter is that in
1431
relatively slow setups, you may need to raise the default HELPER_*_TIMEOUTS in
1432
/etc/default/snf-image. Also, make sure you gave the correct ``img_id`` and
1433
``img_properties``. If ``gnt-instance add`` succeeds but you cannot connect,
1434
again find out what went wrong. Do *NOT* proceed to the next steps unless you
1435
are sure everything works till this point.
1436

    
1437
If everything works, you have successfully connected Ganeti with Pithos. Let's
1438
move on to networking now.
1439

    
1440
.. warning::
1441

    
1442
    You can bypass the networking sections and go straight to
1443
    :ref:`Cyclades Ganeti tools <cyclades-gtools>`, if you do not want to setup
1444
    the Cyclades Network Service, but only the Cyclades Compute Service
1445
    (recommended for now).
1446

    
1447
Networking Setup Overview
1448
-------------------------
1449

    
1450
This part is deployment-specific and must be customized based on the specific
1451
needs of the system administrator. However, to do so, the administrator needs
1452
to understand how each level handles Virtual Networks, to be able to setup the
1453
backend appropriately, before installing Cyclades. To do so, please read the
1454
:ref:`Network <networks>` section before proceeding.
1455

    
1456
Since synnefo 0.11 all network actions are managed with the snf-manage
1457
network-* commands. This needs the underlying setup (Ganeti, nfdhcpd,
1458
snf-network, bridges, vlans) to be already configured correctly. The only
1459
actions needed in this point are:
1460

    
1461
a) Have Ganeti with IP pool management support installed.
1462

    
1463
b) Install :ref:`snf-network <snf-network>`, which provides a synnefo specific kvm-ifup script, etc.
1464

    
1465
c) Install :ref:`nfdhcpd <nfdhcpd>`, which serves DHCP requests of the VMs.
1466

    
1467
In order to test that everything is setup correctly before installing Cyclades,
1468
we will make some testing actions in this section, and the actual setup will be
1469
done afterwards with snf-manage commands.
1470

    
1471
.. _snf-network:
1472

    
1473
snf-network
1474
~~~~~~~~~~~
1475

    
1476
snf-network includes `kvm-vif-bridge` script that is invoked every time
1477
a tap (a VM's NIC) is created. Based on environment variables passed by
1478
Ganeti it issues various commands depending on the network type the NIC is
1479
connected to and sets up a corresponding dhcp lease.
1480

    
1481
Install snf-network on all Ganeti nodes:
1482

    
1483
.. code-block:: console
1484

    
1485
   # apt-get install snf-network
1486

    
1487
Then, in :file:`/etc/default/snf-network` set:
1488

    
1489
.. code-block:: console
1490

    
1491
   MAC_MASK=ff:ff:f0:00:00:00
1492

    
1493
.. _nfdhcpd:
1494

    
1495
nfdhcpd
1496
~~~~~~~
1497

    
1498
Each NIC's IP is chosen by Ganeti (with IP pool management support).
1499
`kvm-vif-bridge` script sets up dhcp leases and when the VM boots and
1500
makes a dhcp request, iptables will mangle the packet and `nfdhcpd` will
1501
create a dhcp response.
1502

    
1503
.. code-block:: console
1504

    
1505
   # apt-get install nfqueue-bindings-python=0.3+physindev-1
1506
   # apt-get install nfdhcpd
1507

    
1508
Edit ``/etc/nfdhcpd/nfdhcpd.conf`` to reflect your network configuration. At
1509
least, set the ``dhcp_queue`` variable to ``42`` and the ``nameservers``
1510
variable to your DNS IP/s. Those IPs will be passed as the DNS IP/s of your new
1511
VMs. Once you are finished, restart the server on all nodes:
1512

    
1513
.. code-block:: console
1514

    
1515
   # /etc/init.d/nfdhcpd restart
1516

    
1517
If you are using ``ferm``, then you need to run the following:
1518

    
1519
.. code-block:: console
1520

    
1521
   # echo "@include 'nfdhcpd.ferm';" >> /etc/ferm/ferm.conf
1522
   # /etc/init.d/ferm restart
1523

    
1524
or make sure to run after boot:
1525

    
1526
.. code-block:: console
1527

    
1528
   # iptables -t mangle -A PREROUTING -p udp -m udp --dport 67 -j NFQUEUE --queue-num 42
1529

    
1530
and if you have IPv6 enabled:
1531

    
1532
.. code-block:: console
1533

    
1534
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 133 -j NFQUEUE --queue-num 43
1535
   # ip6tables -t mangle -A PREROUTING -p ipv6-icmp -m icmp6 --icmpv6-type 135 -j NFQUEUE --queue-num 44
1536

    
1537
You can check which clients are currently served by nfdhcpd by running:
1538

    
1539
.. code-block:: console
1540

    
1541
   # kill -SIGUSR1 `cat /var/run/nfdhcpd/nfdhcpd.pid`
1542

    
1543
When you run the above, then check ``/var/log/nfdhcpd/nfdhcpd.log``.
1544

    
1545
Public Network Setup
1546
--------------------
1547

    
1548
To achieve basic networking the simplest way is to have a common bridge (e.g.
1549
``br0``, on the same collision domain with the router) where all VMs will
1550
connect to. Packets will be "forwarded" to the router and then to the Internet.
1551
If you want a more advanced setup (ip-less routing and proxy-arp plese refer to
1552
:ref:`Network <networks>` section).
1553

    
1554
Physical Host Setup
1555
~~~~~~~~~~~~~~~~~~~
1556

    
1557
Assuming ``eth0`` on both hosts is the public interface (directly connected
1558
to the router), run on every node:
1559

    
1560
.. code-block:: console
1561

    
1562
   # apt-get install vlan
1563
   # brctl addbr br0
1564
   # ip link set br0 up
1565
   # vconfig add eth0 100
1566
   # ip link set eth0.100 up
1567
   # brctl addif br0 eth0.100
1568

    
1569

    
1570
Testing a Public Network
1571
~~~~~~~~~~~~~~~~~~~~~~~~
1572

    
1573
Let's assume, that you want to assign IPs from the ``5.6.7.0/27`` range to you
1574
new VMs, with ``5.6.7.1`` as the router's gateway. In Ganeti you can add the
1575
network by running:
1576

    
1577
.. code-block:: console
1578

    
1579
   # gnt-network add --network=5.6.7.0/27 --gateway=5.6.7.1 --network-type=public --tags=nfdhcpd test-net-public
1580

    
1581
Then, connect the network to all your nodegroups. We assume that we only have
1582
one nodegroup (``default``) in our Ganeti cluster:
1583

    
1584
.. code-block:: console
1585

    
1586
   # gnt-network connect test-net-public default bridged br0
1587

    
1588
Now, it is time to test that the backend infrastracture is correctly setup for
1589
the Public Network. We will add a new VM, the same way we did it on the
1590
previous testing section. However, now will also add one NIC, configured to be
1591
managed from our previously defined network. Run on the GANETI-MASTER (node1):
1592

    
1593
.. code-block:: console
1594

    
1595
   # gnt-instance add -o snf-image+default --os-parameters \
1596
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1597
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1598
                      --net 0:ip=pool,network=test-net-public \
1599
                      testvm2
1600

    
1601
If the above returns successfully, connect to the new VM through VNC as before and run:
1602

    
1603
.. code-block:: console
1604

    
1605
   root@testvm2:~ # ip addr
1606
   root@testvm2:~ # ip route
1607
   root@testvm2:~ # cat /etc/resolv.conf
1608

    
1609
to check IP address (5.6.7.2), IP routes (default via 5.6.7.1) and DNS config
1610
(nameserver option in nfdhcpd.conf). This shows correct configuration of
1611
ganeti, snf-network and nfdhcpd.
1612

    
1613
Now ping the outside world. If this works too, then you have also configured
1614
correctly your physical host and router.
1615

    
1616
Make sure everything works as expected, before proceeding with the Private
1617
Networks setup.
1618

    
1619
.. _private-networks-setup:
1620

    
1621
Private Networks Setup
1622
----------------------
1623

    
1624
Synnefo supports two types of private networks:
1625

    
1626
 - based on MAC filtering
1627
 - based on physical VLANs
1628

    
1629
Both types provide Layer 2 isolation to the end-user.
1630

    
1631
For the first type a common bridge (e.g. ``prv0``) is needed while for the
1632
second a range of bridges (e.g. ``prv1..prv100``) each bridged on a different
1633
physical VLAN. To this end to assure isolation among end-users' private networks
1634
each has to have different MAC prefix (for the filtering to take place) or to be
1635
"connected" to a different bridge (VLAN actually).
1636

    
1637
Physical Host Setup
1638
~~~~~~~~~~~~~~~~~~~
1639

    
1640
In order to create the necessary VLAN/bridges, one for MAC filtered private
1641
networks and various (e.g. 20) for private networks based on physical VLANs,
1642
run on every node:
1643

    
1644
Assuming ``eth0`` of both hosts are somehow (via cable/switch with VLANs
1645
configured correctly) connected together, run on every node:
1646

    
1647
.. code-block:: console
1648

    
1649
   # modprobe 8021q
1650
   # $iface=eth0
1651
   # for prv in $(seq 0 20); do
1652
        vlan=$prv
1653
        bridge=prv$prv
1654
        vconfig add $iface $vlan
1655
        ifconfig $iface.$vlan up
1656
        brctl addbr $bridge
1657
        brctl setfd $bridge 0
1658
        brctl addif $bridge $iface.$vlan
1659
        ifconfig $bridge up
1660
      done
1661

    
1662
The above will do the following :
1663

    
1664
 * provision 21 new bridges: ``prv0`` - ``prv20``
1665
 * provision 21 new vlans: ``eth0.0`` - ``eth0.20``
1666
 * add the corresponding vlan to the equivalent bridge
1667

    
1668
You can run ``brctl show`` on both nodes to see if everything was setup
1669
correctly.
1670

    
1671
Testing the Private Networks
1672
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1673

    
1674
To test the Private Networks, we will create two instances and put them in the
1675
same Private Networks (one MAC Filtered and one Physical VLAN). This means
1676
that the instances will have a second NIC connected to the ``prv0``
1677
pre-provisioned bridge and a third to ``prv1``.
1678

    
1679
We run the same command as in the Public Network testing section, but with one
1680
more argument for the second NIC:
1681

    
1682
.. code-block:: console
1683

    
1684
   # gnt-network add --network=192.168.1.0/24 --mac-prefix=aa:00:55 --network-type=private --tags=nfdhcpd,private-filtered test-net-prv-mac
1685
   # gnt-network connect test-net-prv-mac default bridged prv0
1686

    
1687
   # gnt-network add --network=10.0.0.0/24 --tags=nfdhcpd --network-type=private test-net-prv-vlan
1688
   # gnt-network connect test-net-prv-vlan default bridged prv1
1689

    
1690
   # gnt-instance add -o snf-image+default --os-parameters \
1691
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1692
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1693
                      --net 0:ip=pool,network=test-net-public \
1694
                      --net 1:ip=pool,network=test-net-prv-mac \
1695
                      --net 2:ip=none,network=test-net-prv-vlan \
1696
                      testvm3
1697

    
1698
   # gnt-instance add -o snf-image+default --os-parameters \
1699
                      img_passwd=my_vm_example_passw0rd,img_format=diskdump,img_id="pithos://UUID/pithos/debian_base-6.0-7-x86_64.diskdump",img_properties='{"OSFAMILY":"linux"\,"ROOT_PARTITION":"1"}' \
1700
                      -t plain --disk 0:size=2G --no-name-check --no-ip-check \
1701
                      --net 0:ip=pool,network=test-net-public \
1702
                      --net 1:ip=pool,network=test-net-prv-mac \
1703
                      --net 2:ip=none,network=test-net-prv-vlan \
1704
                      testvm4
1705

    
1706
Above, we create two instances with first NIC connected to the internet, their
1707
second NIC connected to a MAC filtered private Network and their third NIC
1708
connected to the first Physical VLAN Private Network. Now, connect to the
1709
instances using VNC and make sure everything works as expected:
1710

    
1711
 a) The instances have access to the public internet through their first eth
1712
    interface (``eth0``), which has been automatically assigned a public IP.
1713

    
1714
 b) ``eth1`` will have mac prefix ``aa:00:55``, while ``eth2`` default one (``aa:00:00``)
1715

    
1716
 c) ip link set ``eth1``/``eth2`` up
1717

    
1718
 d) dhclient ``eth1``/``eth2``
1719

    
1720
 e) On testvm3  ping 192.168.1.2/10.0.0.2
1721

    
1722
If everything works as expected, then you have finished the Network Setup at the
1723
backend for both types of Networks (Public & Private).
1724

    
1725
.. _cyclades-gtools:
1726

    
1727
Cyclades Ganeti tools
1728
---------------------
1729

    
1730
In order for Ganeti to be connected with Cyclades later on, we need the
1731
`Cyclades Ganeti tools` available on all Ganeti nodes (node1 & node2 in our
1732
case). You can install them by running in both nodes:
1733

    
1734
.. code-block:: console
1735

    
1736
   # apt-get install snf-cyclades-gtools
1737

    
1738
This will install the following:
1739

    
1740
 * ``snf-ganeti-eventd`` (daemon to publish Ganeti related messages on RabbitMQ)
1741
 * ``snf-progress-monitor`` (used by ``snf-image`` to publish progress messages)
1742

    
1743
Configure ``snf-cyclades-gtools``
1744
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1745

    
1746
The package will install the ``/etc/synnefo/20-snf-cyclades-gtools-backend.conf``
1747
configuration file. At least we need to set the RabbitMQ endpoint for all tools
1748
that need it:
1749

    
1750
.. code-block:: console
1751

    
1752
  AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1753

    
1754
The above variables should reflect your :ref:`Message Queue setup
1755
<rabbitmq-setup>`. This file should be editted in all Ganeti nodes.
1756

    
1757
Connect ``snf-image`` with ``snf-progress-monitor``
1758
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1759

    
1760
Finally, we need to configure ``snf-image`` to publish progress messages during
1761
the deployment of each Image. To do this, we edit ``/etc/default/snf-image`` and
1762
set the corresponding variable to ``snf-progress-monitor``:
1763

    
1764
.. code-block:: console
1765

    
1766
   PROGRESS_MONITOR="snf-progress-monitor"
1767

    
1768
This file should be editted in all Ganeti nodes.
1769

    
1770
.. _rapi-user:
1771

    
1772
Synnefo RAPI user
1773
-----------------
1774

    
1775
As a last step before installing Cyclades, create a new RAPI user that will
1776
have ``write`` access. Cyclades will use this user to issue commands to Ganeti,
1777
so we will call the user ``cyclades`` with password ``example_rapi_passw0rd``.
1778
You can do this, by first running:
1779

    
1780
.. code-block:: console
1781

    
1782
   # echo -n 'cyclades:Ganeti Remote API:example_rapi_passw0rd' | openssl md5
1783

    
1784
and then putting the output in ``/var/lib/ganeti/rapi/users`` as follows:
1785

    
1786
.. code-block:: console
1787

    
1788
   cyclades {HA1}55aec7050aa4e4b111ca43cb505a61a0 write
1789

    
1790
More about Ganeti's RAPI users `here.
1791
<http://docs.ganeti.org/ganeti/2.6/html/rapi.html#introduction>`_
1792

    
1793
You have now finished with all needed Prerequisites for Cyclades. Let's move on
1794
to the actual Cyclades installation.
1795

    
1796

    
1797
Installation of Cyclades on node1
1798
=================================
1799

    
1800
This section describes the installation of Cyclades. Cyclades is Synnefo's
1801
Compute service. The Image Service will get installed automatically along with
1802
Cyclades, because it is contained in the same Synnefo component.
1803

    
1804
We will install Cyclades on node1. To do so, we install the corresponding
1805
package by running on node1:
1806

    
1807
.. code-block:: console
1808

    
1809
   # apt-get install snf-cyclades-app memcached python-memcache
1810

    
1811
If all packages install successfully, then Cyclades are installed and we
1812
proceed with their configuration.
1813

    
1814
Since version 0.13, Synnefo uses the VMAPI in order to prevent sensitive data
1815
needed by 'snf-image' to be stored in Ganeti configuration (e.g. VM password).
1816
This is achieved by storing all sensitive information to a CACHE backend and
1817
exporting it via VMAPI. The cache entries are invalidated after the first
1818
request. Synnefo uses `memcached <http://memcached.org/>`_ as a
1819
`Django <https://www.djangoproject.com/>`_ cache backend.
1820

    
1821
Configuration of Cyclades
1822
=========================
1823

    
1824
Conf files
1825
----------
1826

    
1827
After installing Cyclades, a number of new configuration files will appear under
1828
``/etc/synnefo/`` prefixed with ``20-snf-cyclades-app-``. We will describe here
1829
only the minimal needed changes to result with a working system. In general,
1830
sane defaults have been chosen for the most of the options, to cover most of the
1831
common scenarios. However, if you want to tweak Cyclades feel free to do so,
1832
once you get familiar with the different options.
1833

    
1834
Edit ``/etc/synnefo/20-snf-cyclades-app-api.conf``:
1835

    
1836
.. code-block:: console
1837

    
1838
   CYCLADES_BASE_URL = 'https://node1.example.com/cyclades'
1839
   ASTAKOS_AUTH_URL = 'https://node1.example.com/astakos/identity/v2.0'
1840

    
1841
   CYCLADES_SERVICE_TOKEN = 'cyclades_service_token22w'
1842

    
1843
The ``ASTAKOS_AUTH_URL`` denotes the Astakos endpoint for Cyclades,
1844
which is used for all user management, including authentication.
1845
Since our Astakos, Cyclades, and Pithos installations belong together,
1846
they should all have identical ``ASTAKOS_AUTH_URL`` setting
1847
(see also, :ref:`previously <conf-pithos>`).
1848

    
1849
The ``CYCLADES_BASE_URL`` setting must point to the top-level Cyclades URL.
1850
Appending an extra path (``/cyclades`` here) is recommended in order to
1851
distinguish components, if more than one are installed on the same machine.
1852

    
1853
The ``CYCLADES_SERVICE_TOKEN`` is the token used for authentication with astakos.
1854
It can be retrieved by running on the Astakos node (node1 in our case):
1855

    
1856
.. code-block:: console
1857

    
1858
   # snf-manage component-list
1859

    
1860
The token has been generated automatically during the :ref:`Cyclades service
1861
registration <services-reg>`.
1862

    
1863
Edit ``/etc/synnefo/20-snf-cyclades-app-cloudbar.conf``:
1864

    
1865
.. code-block:: console
1866

    
1867
   CLOUDBAR_LOCATION = 'https://node1.example.com/static/im/cloudbar/'
1868
   CLOUDBAR_SERVICES_URL = 'https://node1.example.com/astakos/ui/get_services'
1869
   CLOUDBAR_MENU_URL = 'https://node1.example.com/astakos/ui/get_menu'
1870

    
1871
``CLOUDBAR_LOCATION`` tells the client where to find the Astakos common
1872
cloudbar. The ``CLOUDBAR_SERVICES_URL`` and ``CLOUDBAR_MENU_URL`` options are
1873
used by the Cyclades Web UI to get from Astakos all the information needed to
1874
fill its own cloudbar. So, we put our Astakos deployment urls there. All the
1875
above should have the same values we put in the corresponding variables in
1876
``/etc/synnefo/20-snf-pithos-webclient-cloudbar.conf`` on the previous
1877
:ref:`Pithos configuration <conf-pithos>` section.
1878

    
1879
Edit ``/etc/synnefo/20-snf-cyclades-app-plankton.conf``:
1880

    
1881
.. code-block:: console
1882

    
1883
   BACKEND_DB_CONNECTION = 'postgresql://synnefo:example_passw0rd@node1.example.com:5432/snf_pithos'
1884
   BACKEND_BLOCK_PATH = '/srv/pithos/data/'
1885

    
1886
In this file we configure the Image Service. ``BACKEND_DB_CONNECTION``
1887
denotes the Pithos database (where the Image files are stored). So we set that
1888
to point to our Pithos database. ``BACKEND_BLOCK_PATH`` denotes the actual
1889
Pithos data location.
1890

    
1891
Edit ``/etc/synnefo/20-snf-cyclades-app-queues.conf``:
1892

    
1893
.. code-block:: console
1894

    
1895
   AMQP_HOSTS=["amqp://synnefo:example_rabbitmq_passw0rd@node1.example.com:5672"]
1896

    
1897
The above settings denote the Message Queue. Those settings should have the same
1898
values as in ``/etc/synnefo/20-snf-cyclades-gtools-backend.conf`` file, and
1899
reflect our :ref:`Message Queue setup <rabbitmq-setup>`.
1900

    
1901
Edit ``/etc/synnefo/20-snf-cyclades-app-vmapi.conf``:
1902

    
1903
.. code-block:: console
1904

    
1905
   VMAPI_CACHE_BACKEND = "memcached://127.0.0.1:11211/?timeout=3600"
1906

    
1907
Edit ``/etc/default/vncauthproxy``:
1908

    
1909
.. code-block:: console
1910

    
1911
   CHUID="nobody:www-data"
1912

    
1913
We have now finished with the basic Cyclades configuration.
1914

    
1915
Database Initialization
1916
-----------------------
1917

    
1918
Once Cyclades is configured, we sync the database:
1919

    
1920
.. code-block:: console
1921

    
1922
   $ snf-manage syncdb
1923
   $ snf-manage migrate
1924

    
1925
and load the initial server flavors:
1926

    
1927
.. code-block:: console
1928

    
1929
   $ snf-manage loaddata flavors
1930

    
1931
If everything returns successfully, our database is ready.
1932

    
1933
Add the Ganeti backend
1934
----------------------
1935

    
1936
In our installation we assume that we only have one Ganeti cluster, the one we
1937
setup earlier.  At this point you have to add this backend (Ganeti cluster) to
1938
cyclades assuming that you have setup the :ref:`Rapi User <rapi-user>`
1939
correctly.
1940

    
1941
.. code-block:: console
1942

    
1943
   $ snf-manage backend-add --clustername=ganeti.node1.example.com --user=cyclades --pass=example_rapi_passw0rd
1944

    
1945
You can see everything has been setup correctly by running:
1946

    
1947
.. code-block:: console
1948

    
1949
   $ snf-manage backend-list
1950

    
1951
Enable the new backend by running:
1952

    
1953
.. code-block::
1954

    
1955
   $ snf-manage backend-modify --drained False 1
1956

    
1957
.. warning:: Since version 0.13, the backend is set to "drained" by default.
1958
    This means that you cannot add VMs to it. The reason for this is that the
1959
    nodes should be unavailable to Synnefo until the Administrator explicitly
1960
    releases them. To change this setting, use ``snf-manage backend-modify
1961
    --drained False <backend-id>``.
1962

    
1963
If something is not set correctly, you can modify the backend with the
1964
``snf-manage backend-modify`` command. If something has gone wrong, you could
1965
modify the backend to reflect the Ganeti installation by running:
1966

    
1967
.. code-block:: console
1968

    
1969
   $ snf-manage backend-modify --clustername "ganeti.node1.example.com"
1970
                               --user=cyclades
1971
                               --pass=example_rapi_passw0rd
1972
                               1
1973

    
1974
``clustername`` denotes the Ganeti-cluster's name. We provide the corresponding
1975
domain that resolves to the master IP, than the IP itself, to ensure Cyclades
1976
can talk to Ganeti even after a Ganeti master-failover.
1977

    
1978
``user`` and ``pass`` denote the RAPI user's username and the RAPI user's
1979
password.  Once we setup the first backend to point at our Ganeti cluster, we
1980
update the Cyclades backends status by running:
1981

    
1982
.. code-block:: console
1983

    
1984
   $ snf-manage backend-update-status
1985

    
1986
Cyclades can manage multiple Ganeti backends, but for the purpose of this
1987
guide,we won't get into more detail regarding mulitple backends. If you want to
1988
learn more please see /*TODO*/.
1989

    
1990
Add a Public Network
1991
----------------------
1992

    
1993
Cyclades supports different Public Networks on different Ganeti backends.
1994
After connecting Cyclades with our Ganeti cluster, we need to setup a Public
1995
Network for this Ganeti backend (`id = 1`). The basic setup is to bridge every
1996
created NIC on a bridge. After having a bridge (e.g. br0) created in every
1997
backend node edit Synnefo setting CUSTOM_BRIDGED_BRIDGE to 'br0':
1998

    
1999
.. code-block:: console
2000

    
2001
   $ snf-manage network-create --subnet=5.6.7.0/27 \
2002
                               --gateway=5.6.7.1 \
2003
                               --subnet6=2001:648:2FFC:1322::/64 \
2004
                               --gateway6=2001:648:2FFC:1322::1 \
2005
                               --public --dhcp=True --flavor=CUSTOM \
2006
                               --link=br0 --mode=bridged \
2007
                               --name=public_network \
2008
                               --backend-id=1
2009

    
2010
This will create the Public Network on both Cyclades and the Ganeti backend. To
2011
make sure everything was setup correctly, also run:
2012

    
2013
.. code-block:: console
2014

    
2015
   $ snf-manage reconcile-networks
2016

    
2017
You can see all available networks by running:
2018

    
2019
.. code-block:: console
2020

    
2021
   $ snf-manage network-list
2022

    
2023
and inspect each network's state by running:
2024

    
2025
.. code-block:: console
2026

    
2027
   $ snf-manage network-inspect <net_id>
2028

    
2029
Finally, you can see the networks from the Ganeti perspective by running on the
2030
Ganeti MASTER:
2031

    
2032
.. code-block:: console
2033

    
2034
   $ gnt-network list
2035
   $ gnt-network info <network_name>
2036

    
2037
Create pools for Private Networks
2038
---------------------------------
2039

    
2040
To prevent duplicate assignment of resources to different private networks,
2041
Cyclades supports two types of pools:
2042

    
2043
 - MAC prefix Pool
2044
 - Bridge Pool
2045

    
2046
As long as those resourses have been provisioned, admin has to define two
2047
these pools in Synnefo:
2048

    
2049

    
2050
.. code-block:: console
2051

    
2052
   root@testvm1:~ # snf-manage pool-create --type=mac-prefix --base=aa:00:0 --size=65536
2053

    
2054
   root@testvm1:~ # snf-manage pool-create --type=bridge --base=prv --size=20
2055

    
2056
Also, change the Synnefo setting in :file:`20-snf-cyclades-app-api.conf`:
2057

    
2058
.. code-block:: console
2059

    
2060
   DEFAULT_MAC_FILTERED_BRIDGE = 'prv0'
2061

    
2062
Servers restart
2063
---------------
2064

    
2065
Restart gunicorn on node1:
2066

    
2067
.. code-block:: console
2068

    
2069
   # /etc/init.d/gunicorn restart
2070

    
2071
Now let's do the final connections of Cyclades with Ganeti.
2072

    
2073
``snf-dispatcher`` initialization
2074
---------------------------------
2075

    
2076
``snf-dispatcher`` dispatches all messages published to the Message Queue and
2077
manages the Cyclades database accordingly. It also initializes all exchanges. By
2078
default it is not enabled during installation of Cyclades, so let's enable it in
2079
its configuration file ``/etc/default/snf-dispatcher``:
2080

    
2081
.. code-block:: console
2082

    
2083
   SNF_DSPTCH_ENABLE=true
2084

    
2085
and start the daemon:
2086

    
2087
.. code-block:: console
2088

    
2089
   # /etc/init.d/snf-dispatcher start
2090

    
2091
You can see that everything works correctly by tailing its log file
2092
``/var/log/synnefo/dispatcher.log``.
2093

    
2094
``snf-ganeti-eventd`` on GANETI MASTER
2095
--------------------------------------
2096

    
2097
The last step of the Cyclades setup is enabling the ``snf-ganeti-eventd``
2098
daemon (part of the :ref:`Cyclades Ganeti tools <cyclades-gtools>` package).
2099
The daemon is already installed on the GANETI MASTER (node1 in our case).
2100
``snf-ganeti-eventd`` is disabled by default during the ``snf-cyclades-gtools``
2101
installation, so we enable it in its configuration file
2102
``/etc/default/snf-ganeti-eventd``:
2103

    
2104
.. code-block:: console
2105

    
2106
   SNF_EVENTD_ENABLE=true
2107

    
2108
and start the daemon:
2109

    
2110
.. code-block:: console
2111

    
2112
   # /etc/init.d/snf-ganeti-eventd start
2113

    
2114
.. warning:: Make sure you start ``snf-ganeti-eventd`` *ONLY* on GANETI MASTER
2115

    
2116
Apply Quota
2117
-----------
2118

    
2119
The following commands will check and fix the integrity of user quota.
2120
In a freshly installed system, these commands have no effect and can be
2121
skipped.
2122

    
2123
.. code-block:: console
2124

    
2125
   node1 # snf-manage quota --sync
2126
   node1 # snf-manage reconcile-resources-astakos --fix
2127
   node2 # snf-manage reconcile-resources-pithos --fix
2128
   node1 # snf-manage reconcile-resources-cyclades --fix
2129

    
2130
VM stats configuration
2131
----------------------
2132

    
2133
Please refer to the documentation in the :ref:`admin guide <admin-guide-stats>`
2134
for deploying and configuring snf-stats-app and collectd.
2135

    
2136

    
2137
If all the above return successfully, then you have finished with the Cyclades
2138
installation and setup.
2139

    
2140
Let's test our installation now.
2141

    
2142

    
2143
Testing of Cyclades
2144
===================
2145

    
2146
Cyclades Web UI
2147
---------------
2148

    
2149
First of all we need to test that our Cyclades Web UI works correctly. Open your
2150
browser and go to the Astakos home page. Login and then click 'cyclades' on the
2151
top cloud bar. This should redirect you to:
2152

    
2153
 `http://node1.example.com/cyclades/ui/`
2154

    
2155
and the Cyclades home page should appear. If not, please go back and find what
2156
went wrong. Do not proceed if you don't see the Cyclades home page.
2157

    
2158
If the Cyclades home page appears, click on the orange button 'New machine'. The
2159
first step of the 'New machine wizard' will appear. This step shows all the
2160
available Images from which you can spawn new VMs. The list should be currently
2161
empty, as we haven't registered any Images yet. Close the wizard and browse the
2162
interface (not many things to see yet). If everything seems to work, let's
2163
register our first Image file.
2164

    
2165
Cyclades Images
2166
---------------
2167

    
2168
To test our Cyclades installation, we will use an Image stored on Pithos to
2169
spawn a new VM from the Cyclades interface. We will describe all steps, even
2170
though you may already have uploaded an Image on Pithos from a :ref:`previous
2171
<snf-image-images>` section:
2172

    
2173
 * Upload an Image file to Pithos
2174
 * Register that Image file to Cyclades
2175
 * Spawn a new VM from that Image from the Cyclades Web UI
2176

    
2177
We will use the `kamaki <http://www.synnefo.org/docs/kamaki/latest/index.html>`_
2178
command line client to do the uploading and registering of the Image.
2179

    
2180
Installation of `kamaki`
2181
~~~~~~~~~~~~~~~~~~~~~~~~
2182

    
2183
You can install `kamaki` anywhere you like, since it is a standalone client of
2184
the APIs and talks to the installation over `http`. For the purpose of this
2185
guide we will assume that we have downloaded the `Debian Squeeze Base Image
2186
<https://pithos.okeanos.grnet.gr/public/9epgb>`_ and stored it under node1's
2187
``/srv/images`` directory. For that reason we will install `kamaki` on node1,
2188
too. We do this by running:
2189

    
2190
.. code-block:: console
2191

    
2192
   # apt-get install kamaki
2193

    
2194
Configuration of kamaki
2195
~~~~~~~~~~~~~~~~~~~~~~~
2196

    
2197
Now we need to setup kamaki, by adding the appropriate URLs and tokens of our
2198
installation. We do this by running:
2199

    
2200
.. code-block:: console
2201

    
2202
   $ kamaki config set cloud.default.url \
2203
       "https://node1.example.com/astakos/identity/v2.0"
2204
   $ kamaki config set cloud.default.token USER_TOKEN
2205

    
2206
Both the Authentication URL and the USER_TOKEN appear on the user's
2207
`API access` web page on the Astakos Web UI.
2208

    
2209
You can see that the new configuration options have been applied correctly,
2210
either by checking the editable file ``~/.kamakirc`` or by running:
2211

    
2212
.. code-block:: console
2213

    
2214
   $ kamaki config list
2215

    
2216
A quick test to check that kamaki is configured correctly, is to try to
2217
authenticate a user based on his/her token (in this case the user is you):
2218

    
2219
.. code-block:: console
2220

    
2221
  $ kamaki user authenticate
2222

    
2223
The above operation provides various user information, e.g. UUID (the unique
2224
user id) which might prove useful in some operations.
2225

    
2226
Upload an Image file to Pithos
2227
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2228

    
2229
Now, that we have set up `kamaki` we will upload the Image that we have
2230
downloaded and stored under ``/srv/images/``. Although we can upload the Image
2231
under the root ``Pithos`` container (as you may have done when uploading the
2232
Image from the Pithos Web UI), we will create a new container called ``images``
2233
and store the Image under that container. We do this for two reasons:
2234

    
2235
a) To demonstrate how to create containers other than the default ``Pithos``.
2236
   This can be done only with the `kamaki` client and not through the Web UI.
2237

    
2238
b) As a best organization practise, so that you won't have your Image files
2239
   tangled along with all your other Pithos files and directory structures.
2240

    
2241
We create the new ``images`` container by running:
2242

    
2243
.. code-block:: console
2244

    
2245
   $ kamaki file create images
2246

    
2247
To check if the container has been created, list all containers of your
2248
account:
2249

    
2250
.. code-block:: console
2251

    
2252
  $ kamaki file list
2253

    
2254
Then, we upload the Image file to that container:
2255

    
2256
.. code-block:: console
2257

    
2258
   $ kamaki file upload /srv/images/debian_base-6.0-7-x86_64.diskdump images
2259

    
2260
The first is the local path and the second is the remote container on Pithos.
2261
Check if the file has been uploaded, by listing the container contents:
2262

    
2263
.. code-block:: console
2264

    
2265
  $ kamaki file list images
2266

    
2267
Alternatively check if the new container and file appear on the Pithos Web UI.
2268

    
2269
Register an existing Image file to Cyclades
2270
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2271

    
2272
For the purposes of the following example, we assume that the user UUID is
2273
``u53r-un1qu3-1d``.
2274

    
2275
Once the Image file has been successfully uploaded on Pithos then we register
2276
it to Cyclades, by running:
2277

    
2278
.. code-block:: console
2279

    
2280
   $ kamaki image register "Debian Base" \
2281
                           pithos://u53r-un1qu3-1d/images/debian_base-6.0-11-x86_64.diskdump \
2282
                           --public \
2283
                           --disk-format=diskdump \
2284
                           --property OSFAMILY=linux --property ROOT_PARTITION=1 \
2285
                           --property description="Debian Squeeze Base System" \
2286
                           --property size=451 --property kernel=2.6.32 --property GUI="No GUI" \
2287
                           --property sortorder=1 --property USERS=root --property OS=debian
2288

    
2289
This command registers the Pithos file
2290
``pithos://u53r-un1qu3-1d/images/debian_base-6.0-11-x86_64.diskdump`` as an
2291
Image in Cyclades. This Image will be public (``--public``), so all users will
2292
be able to spawn VMs from it and is of type ``diskdump``. The first two
2293
properties (``OSFAMILY`` and ``ROOT_PARTITION``) are mandatory. All the rest
2294
properties are optional, but recommended, so that the Images appear nicely on
2295
the Cyclades Web UI. ``Debian Base`` will appear as the name of this Image. The
2296
``OS`` property's valid values may be found in the ``IMAGE_ICONS`` variable
2297
inside the ``20-snf-cyclades-app-ui.conf`` configuration file.
2298

    
2299
``OSFAMILY`` and ``ROOT_PARTITION`` are mandatory because they will be passed
2300
from Cyclades to Ganeti and then `snf-image` (also see
2301
:ref:`previous section <ganeti-with-pithos-images>`). All other properties are
2302
used to show information on the Cyclades UI.
2303

    
2304
Spawn a VM from the Cyclades Web UI
2305
-----------------------------------
2306

    
2307
If the registration completes successfully, then go to the Cyclades Web UI from
2308
your browser at:
2309

    
2310
 `https://node1.example.com/cyclades/ui/`
2311

    
2312
Click on the 'New Machine' button and the first step of the wizard will appear.
2313
Click on 'My Images' (right after 'System' Images) on the left pane of the
2314
wizard. Your previously registered Image "Debian Base" should appear under
2315
'Available Images'. If not, something has gone wrong with the registration. Make
2316
sure you can see your Image file on the Pithos Web UI and ``kamaki image
2317
register`` returns successfully with all options and properties as shown above.
2318

    
2319
If the Image appears on the list, select it and complete the wizard by selecting
2320
a flavor and a name for your VM. Then finish by clicking 'Create'. Make sure you
2321
write down your password, because you *WON'T* be able to retrieve it later.
2322

    
2323
If everything was setup correctly, after a few minutes your new machine will go
2324
to state 'Running' and you will be able to use it. Click 'Console' to connect
2325
through VNC out of band, or click on the machine's icon to connect directly via
2326
SSH or RDP (for windows machines).
2327

    
2328
Congratulations. You have successfully installed the whole Synnefo stack and
2329
connected all components. Go ahead in the next section to test the Network
2330
functionality from inside Cyclades and discover even more features.
2331

    
2332
General Testing
2333
===============
2334

    
2335
Notes
2336
=====
2337