Its not always posible to test and deploy software on spare hardware, this is a Step by step build up a basic CloudStack deployment for a Virtual Lab Environment.
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Step by step build up a basic CloudStack deployment
This demo deployment was done on Type2 virtualization platform due to my limit hardware resource, you could install VirtualBox or Parallel if you want the whole stuff running on your laptop. XenServer is also a good choice, true servers are luxury.
Yes, there will be XenServer on top of XenServer or VirtualBox, and there even will be VMs running on the topmost XenServer which doesn’t support HVM, that was because all the VMs used in this deployment were Para-Virtualized Machines(PVM).
Windows 2003R2 (Virtual Machine) is gateway server with two NICs configured as below:
Ethernet 0 (172.16.1.1/24)
This is the only network we used in this demo, please make
sure all the hosts including Management Server, XenServers
are connected to the same network (By assigning NICs of
them to the same Virtual Network in your Type2-V software)
NAT(share host IP address to access internet)
NOTE: ‘host’ here means the native OS on the hardware in
NAT is configured on this gateway so that the hosts on 172.16.1.0/24 could access internet thru it.
If your Type2 Virtualization software supports directly bridge VM network to your host NIC, that could make it easy but the built setup may refuse to work after you moved to different networks.
Install NTP daemon on this gateway server, it provides time service for all the rest hosts. download link: http://www.meinberg.de/english/sw/ntp.htm
Configure the same gateway server also a DNS server for all the hosts.
Install the cloud management server
CloudStack management server runs on 64 bits RHEL/CentOS 5.4+ OS, but I prefer Oracle Enterprise Linux(wikipedia) as it is free and enterprise level quality with binary level compatibility with RHEL releases.
Download the install media
Download link: https://edelivery.oracle.com/linux
NOTE: 64bits is required.
Follow the wizard to install the OEL5.4 onto either physical server or Virtual server (in our case) with below configuration:
RAM, CPU, 1G, 1VCPU,20G + 40G (two virtual disks)
NOTE: the configuration used is only for this demo purpose, it’s not the best practice and some value may below the documented minimum requirement.
More details please refer to <Cloud.com CloudStack 2.2.4 – 2.2.7 Installation Guide.pdf>
Linux Post-Install configuration
Make sure hostname command outputs the FQDN
Make sure the host is connected to Internet by pinging http://www.google.com
Configure the yum repo so that additional software could be installed
NOTE: This is important as CloudStack installer uses yum to install its dependency.
Edit the download file ‘public-yum-el5.repo‘ and enable channel ‘el5_u4_base’:
Save the file and test yum:
Install CloudStack 2.2.8
Download the tarball from below location and upload it to cloud01:/root http://cloudstack.org/download.html
unzip the tarball and start the installer
It will analyze the system and try to install the missing component from the preconfigured yum repository, the process should be smoothly done without error when you have a good Internet connection.
Re-run the installer.sh and choose ‘D’ to install MySQL database
Post install configurations
Set database ‘root’ account password to ‘citrix‘
#service mysqld start
#mysql –u root
mysql> SET PASSWORD = PASSWORD(‘citrix’); mysql> exit
Test the new password:
Create CloudStack required databases
Back to the shell and issue below command to create CloudStack required databases:
#cloud-setup-databases cloud:citrix@localhost –deploy-as=root:citrix
Bypass HVM check
Apply this patch to bypass HVM check, otherwise you will not able to add those XenServers which are on top of XenServer or VirtualBox.
mysql> INSERT INTO `cloud`.`configuration` (`category`, `instance`, `component`, `name`, `value`, `description`) VALUES (‘Advanced’, ‘DEFAULT’, ‘management-server’, ‘xen.check.hvm’, ‘false’, ‘Shoud we allow only the XenServers support HVM’);
mysql> commit mysql> exit
Configure the host for management server
Set Primary Storage and Secondary Storage
Use 2nd HD of the host cloud01 as the storages
On host cloud01, there is 2nd HD sized 40G purposed for Primary Storage and Secondary Storage, NFS is used for both storages.
#mount /dev/sdb /cloudstor
#chmod -R 777 /cloudstor
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Make sure sdb is auto-mounted while system boots
NFS related settings
#chkconfig nfs on
mount and test this NFS share:
Download system template required by CloudStack to SecondaryStorage
#/usr/lib64/cloud/agent/scripts/storage/secondary/cloud-install-sys-tmplt -m /mnt/secondary -u http://download.cloud.com/releases/2.2.0/systemvm.vhd.bz2 -h xenserver -F
Start the cloud-management service
[root@cloud01 ~]# /etc/init.d/cloud-management start
[ OK ]
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Install two XenServer hosts to be managed
Install XenServer5.6-01, XenServer5.6-02
Change the only the network name of both hosts to ‘cloud-private‘ without the need of making the resource pool.
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Describe the deployment
Logon the CloudStack WebUI as admin
Open below address to access the CloudStack WebUI (admin/password)
Check the ‘Global settings‘ and make sure the ‘host’ entry is with correct IP address:
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In case there is a need to change any of the global settings, you need to restart the cloud-management service by:
# /etc/init.d/cloud-management restart
Launch and finish the ZONE creation wizard
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‘Submit’ to create the ZONE and POD.
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Create cluster and host (XenServer)
Navigate to the POD to create the CLUSTER
Pick ‘XenServer’ from the dropdown list and input ‘CLUSTER_A‘ as the cluster name, click ‘Add’ to create the cluster.
Navigate to the CLUSTER_A and add our first XenServer host
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Here is the screenshot after everything was done:
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Add ‘Primary Storage’
After it was done:
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Add ‘Secondary Storage’
After it was done:
Wait the good thing to happen
Wait around half an hour and you will finally see below running system VMs:
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One of them is the SecondaryStorageVM (SSVM), another one is ConsoleProxyVM (CPVM).
Check CentOS template download progress
Switch to ‘Templates’ view, and you will find the CentOS template is being downloaded :
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CentOS template download is automatically done, you don’t need to fire it, in case of this is not happening in your setup, please follow the DEBUG section in the Install Guide of CloudStack, but please be aware of the IP address used for SSH to SSVM should be its ‘Link local IP address‘ but not ‘private IP address’.
After the download is down, the template is ready for use.
Create ‘Service Offering’ (optional)
‘Service Offering’ is the service kind you want the customers to pick, each of them may associate with a price.
You could use the pre-defined Service Offerings or create new ones, but the nature of them are the VM specifications, they work with the templates and other cool stuff (Additional data disk, network offering etc) to deliver user’s real VM instances.
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Add ‘domain’ and ‘accounts’ who are the buyer users
You can edit ‘Resource limit’ for domains:
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The buyer’s experience
Logout and relogin with user account
Launch and finish VM creation wizard
Launch ‘Add instance’ wizard to create user VM (done by user himself/herself in self-service manner):
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The possible error leads the demo of the resource
As the only added XenServer host is already having two system VMs running , and you probably have no free resource to support the new instance, then you will see error like this:
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Detailed information could be reviewed in ‘Alert’ view:
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Add more hosts to charge the computing
Relogin with ‘admin’ and add another XenServer host (XenServer5.6-02) to enlarge the capacity:
Now user will be able to create his/her VM as the resource is enough (the procedure is omitted).
Resource utilization overview
View the overall resource utilization thru the dashboard (‘admin’ user)
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Some more cool snapshots
Here is the console view of user ‘hongxi’ new created VM
It doesn’t rely on ActiveX or Applet to show you the VNC console of the VMs
End users’ dashboard
Volumes and snapshots
Volumes are Virtual Disks associate with your VMs, you as the end users, are able to take snapshot in a self-service manner, also it’s able to download the Volumes, this is very helpful when you want to move VMs/Data from public cloud back to your company.
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Users to add his/her own templates and ISOs
The normal users (as the buyers) is able to add his/her own preferred templates to be used publicly or privately for new VM instances:
ISO could be added in the same way so that creating new VMs from install media is possible.
Actions are recorded so that reporting and auditing is possible
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This guide covers only the very basic features of CloudStack product, I will try to follow up with some more words on its advanced topics, such as:
Advanced Networking and multi-tenancies
Billing and report
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