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ElasterStack 3.x Quick Installation and Configuration Guide Deployment for Simple Cloud Computing Topology TCloud Computing Inc. 7/27/2012 Copyright© 2012 by TCloud Computing, Inc. All rights reserved. This document is for internal only. No part of this publication may be reproduced, photocopied, stored on a retrieval system, or transmitted without the prior written consent of TCloud Computing Inc. Table of Contents Document Overview ................................................................................................................... 2 Introduction of TCloud ElasterStack............................................................................................. 2 Requirement for Simple Deployment .......................................................................................... 3 Perform Installation .................................................................................................................... 5 Configure Management Server ................................................................................................ 5 Install ElasterStack Management Server .................................................................................. 6 Install ElasterStack Database ................................................................................................... 7 Prepare System Virtual Machine Template .............................................................................. 9 Simple Configuration ................................................................................................................. 10 Login ElasterStack Management Console............................................................................... 10 Configure ElasterStack Zone .................................................................................................. 11 Configure Zone with Basic Network ................................................................................... 11 Configure Advanced Network ............................................................................................ 14 Prepare ElasterStack Cluster .................................................................................................. 17 Prepare Hypervisor................................................................................................................ 18 Prepare Primary Storage ....................................................................................................... 19 Prepare Secondary Storage ................................................................................................... 21 Verify ElasterStack Configuration........................................................................................... 22 Additional Configuration ....................................................................................................... 23 Appendix A: Prepare NFS Storage for ElasterStack ..................................................................... 24 Appendix B: ElasterStack Basic Network and Advanced Network Setups ................................... 26 Appendix C: XenServer 5.6 FP1/SP2 Compatibility Test.............................................................. 27 XenServer 5.6 FP1/SP2 Server Hardware Test Case ................................................................ 27 XenServer 5.6 FP1/SP2 Storage Hardware Test Case .............................................................. 28 Document Overview In this document, you will learn how to use TCloud ElasterStack to enable service that is similar to Amazon EC2. Specifically, you will know how to install and configure a simple cloud computing service, and provision resources by ElasterStack. Introduction of TCloud ElasterStack TCloud ElasterStack is a complete software solution to create a cloud computing infrastructure (IaaS). It includes server management software and expansion of industry-standard virtualization applications. Enterprise IT can also use ElasterStack to improve the efficiency and management of IT resources. It can simplify of IT resource demands for users. Requirement for Simple Deployment ElasterStack has five key components which are management server, database server, hypervisor, storage and network. In this document, you will learn the steps to deploy a simple ElasterStack system which is for proving of concept, development, and training purposes. ElasterStack Simple Topology In this simple topology, you will introduce a single Zone with one Pod, and one Cluster. Within the Cluster, two XenServer 5.6 servers are provisioning computing resources for virtual instances. The table below details the hardware and software specifications. Role Management Server and Database Server Description Host the ElasterStack Management Server and MySQL Database Service Minimum Requirements • 64-bit x86 CPU (more cores results in better performance) • 2 GB of memory • 80 GB of local disk • At least 1 NIC: 1Gb/s or faster • CentOS 5.6 • Statically allocated IP address • Fully qualified domain name as returned by the hostname command Amount 1 Hypervisor Provides all the CPU and memory resource for allocated guest virtual machines • Hardware should be in Citrix XenServer hardware 1 compatibility list or pass Citrix XenServer 2 hardware test • 64-bit x86 CPU (more cores results in better performance) • Hardware virtualization support required • 16 GB of memory • 30 GB of local disk • At least 1 NIC: 1Gb/s or faster • Statically allocated IP Address • Citrix XenServer 5.6 FP1 or 5.6 SP2 2 XenCenter Run Citrix XenCenter software • Operating system: Windows 2008, Windows 7 • .NET framework: version 2.0 or above • CPU Speed: 2 GHz or faster • RAM: 4 GB or more recommended • Disk space for software installation: 100 MB minimum • Network interface card: 1Gb/s or faster NIC 1 Primary Storage Used for storing the guest VM root disks as well as additional data disk volumes. • Any certified and standard-compliant iSCSI or 3 NFS server that is supported by the XenServer . • The storage server should be a machine with a large number of disks. The disks should ideally be managed by a hardware RAID controller. • Minimum required capacity should be aggregate 4 of virtual machine disk volume size in the Cluster, and should not exceed 6TB in size. • Append extra Primary Storage if the provision storage size is exceeding 6TB. 1 Note: Primary Storage and Secondary Storage could be in the same storage device. Secondary Storage Provides storage for templates and snapshots • NFS storage appliance or Linux NFS server • 100 GB minimum capacity 1 Note: Primary Storage and Secondary Storage could be in the same storage device. 1 Switch Connect all physical servers and storage • L3 switch or L2 switch with VLAN capability at 5 least • Support 1Gb/s or faster IP address Installation and operation • IP address with Internet access capability and the numbers depend on needs. Citrix XenServer Hardware Compatibility List: http://hcl.xensource.com/ Citrix XenServer 5.6 FP1/SP2 Server Hardware Self-Test Kit: http://www.citrix.com/ready/hcl 3 Please refer to Appendix C: XenServer 5.6 FP1/SP2 Compatibility Test 4 ElasterStack supports disk thin-provision which means the actual disk provision size can be overallocated. 5 Advanced Network requires VLAN capability 2 1 Perform Installation Before performing simple deployment for ElasterStack, you need to prepare following configuration settings: • • • CentOS 5.6 root privilege for Management Server configuration Prepare a password for new MySQL database Information of NFS server for Primary Storage and Secondary Storage6 Configure Management Server Please use following steps to configure your Linux 5.6 Server before installing ElasterStack. 1. Log in as root to the Linux 5.6 Server which is going to install ElasterStack service and MySQL database. 2. Check hostname of the system: # hostname --fqdn If it does not return a fully qualified hostname, please edit /etc/host file. 3. Turn Security-Enhanced (SELinux) to the permissive mode (allowing warn and log actions) by opening /etc/selinux/config file, and modify SELINUX value from enforcing to permissive. 4. To start the SELinux permissive immediately without reboot: # setenforce permissive 5. Management Server should be able to reach the Internet, please verify: # ping www.google.com 6 To configure NFS storage server, please refer to Appendix A: Prepare NFS Storage for ElasterStack Install ElasterStack Management Server Please follow steps below to upload, extract package, and install ElasterStack service. 1. Upload ElasterStack 3.x package (e.g. ElasterStack-3.2.1014_BJ) to Management Server, and then extract the package. # tar -xf ElasterStack-3.2.1014_BJ.tar 2. Then run the install script (install.sh) in the extracted folder: # sh install.sh Choose "M" to start Management Server installation. Confirm Management Server is installed successfully without any error message. Install ElasterStack Database Please use the steps below to prepare ElasterStack MySQL database. 1. Run the install script (install.sh) again for database installation: # sh install.sh Select "D" to setup MySQL database 2. Make sure MySQL 5.0 or above database is installed successfully without any error message. To check MySQL version: # mysql --version 3. Enable MySQL service on startup. # chkconfig mysqld on 4. Modify parameters of MySQL service by inserting the following lines in [mysqld] section of /etc/my.cnf file. innodb_rollback_on_timeout=1 innodb_lock_wait_timeout=600 max_connections=350 log-bin=mysql-bin 5. Save changes and restart MySQL service. # service mysqld restart 6. Log in MySQL and change root password: # mysql -u root Enter MySQL command shell: mysql> set password = password('<db_password>'); mysql> \q 7. Initialize ElasterStack database: # cloud-setup-databases cloud:<db_password>@localhost --deployas=root:<root_password> 8. Configure other system parameters to allow traffic and enable service. # cloud-setup-management Prepare System Virtual Machine Template ElasterStack installation package includes System VM templates for different types of hypervisor. Please login Management Server, mount Secondary Storage, and extract template files. NOTE: • Please ensure your Secondary Storage NFS server is configured. 1. Login Management Server and create a temporary directory to mount Secondary Storage. # mkdir -p /secondary 2. If your NFS server has IP address 10.1.192.130 and mounting path /storage/secondary, please use the following command. # mount -t nfs 10.1.192.130:/storage/secondary /secondary 3. Assume that you had extracted the ElasterStack package in /root/ElasterStack3.2.1014_BJ folder. To copy System VM for Citrix XenServer hypervisor, please run: # /usr/lib64/cloud/agent/scripts/storage/secondary/cloud-install-sys-tmplt -m /secondary -f /root/ElasterStack3.2.1014_BJ/SystemVm/xenserver/systemvm.vhd.bz2 -h xenserver –F 4. It will take a while to extract system VM template. After extracting the template, please un-mount the NFS path. # umount /secondary Simple Configuration Before performing simple configuration for ElasterStack, you should have completed and prepared the following settings: • • • • ElasterStack Management Server At least one Citrix XenServer 5.6 (FP1 /SP2) with Activation Key applied Primary Storage and Secondary Storage Network configuration details7 Login ElasterStack Management Console To perform ElasterStack configuration, please use web browser to connect Management Server: http://<management_server_ip_address>:8080/client Select your prefer language (English or Chinese simplified), and then login as global administrator by "admin" and "password". NOTE: • Please prepare the network parameters in Appendix B before configuring ElasterStack Zone and Pod 7 Please refer to Appendix B: ElasterStack Basic Network and Advanced Network Setups Configure ElasterStack Zone ElasterStack supports two types of Zone (Basic and Advanced). Each type of Zone has different networking advantages. Configure Zone with Basic Network In a Basic Network, you will configure one guest network to carry traffic that is generated by guest VMs. 1. After login Management Server as global administrator, expand left navigation tree: System Physical Resources In top panel, click Add Zone. 2. In Step 1: Select a Network, please select Basic Mode, and then click Go to Step 2. 3. In Step 2: Add a Zone, enter the name of the Zone you would like to call, and other network details (please use settings in Basic Network Setting from Appendix B). Click Go to Step 3. 4. In Step 3: Add ad Pod, enter the name of the Pod, and network details (please use settings in Basic Network Setting from Appendix B). Click Go to Step 4. 5. In Step 4: Add an IP range, please enter the network range, gateway and net mask for guest virtual instances (please use settings in Basic Network Setting from Appendix B). 6. Click Submit to complete Zone configuration for Basic Network. Configure Advanced Network Advanced networking allows administrator to create additional networks for guest VMs. Different VLAN ID, IP range, and gateway can define various networks. So, ElasterStack can render as many numbers and types of networking as desired. 1. Login Management Server as global administrator and expand left navigation tree: System Physical Resources, click Add Zone from top panel 2. In Step 1: Select a Network, please select Advanced Mode, and then click Go to Step 2. 3. In Step 2: Add a Zone, enter the name of the Zone you would like to call, and other network details (please use settings in Advanced Network Setting from Appendix B). Click Go to Step 3. 4. In Step 3: Add ad Pod, enter the name of the Pod, and network details (please use settings in Advanced Network Setting from Appendix B). Click Go to Step 4. 5. In Step 4: Add an IP range, please enter the network range, gateway and net mask for guest virtual instances (please use settings in Advanced Network Setting from Appendix B). 6. Click Submit to complete Zone configuration for Advanced Network. Prepare ElasterStack Cluster After creating Zone and Pod, the next step is to create Cluster. ElasterStack Cluster is a server pool of the same type of hypervisors (such as XenServer 5.6 FP1 or SP2). To create a new Pod, use steps as following: 1. Expand left navigation tree: System Physical Resources <Zone_Name> <Pod_Name>, click Add Cluster from the top panel. In Add Cluster window, select XenServer and enter the name of Cluster that you would like to call. 2. Click Add to complete adding new Cluster in the Zone. Prepare Hypervisor Hypervisor now can be added to the Cluster. 1. To add XenServer to the Cluster, please expand left navigation tree: System Physical Resources <Zone_Name> <Pod_Name> <Cluster_Name> and click Add Host from top panel. 2. In Add Host window, enter following information • Cluster – Select the Cluster that new host will be added • Host Name – Enter XenServer IP or FQDN • Username – XenServer account (please enter root) • Password – Enter password of the server • Host Tag (optional) 3. Click Add 4. Repeat the step to add server if you have more than one hypervisor. Prepare Primary Storage Volumes (operation system and data disk) of the guest VMs are stored in ElasterStack Primary Storage. At least one Primary Storage is needed in a Cluster. Please follow steps below to add Primary Storage in the cluster: 1. Expand left navigation tree: System Physical Resources <Zone_Name> <Pod_Name> <Cluster_Name> and click Add Primary Storage in top panel. 2. In Add Primary Storage window, please provide following information: • Cluster – Select the Cluster that the storage will be added • Name – Give a name for the Primary Storage device • Protocol – Select NFS or iSCSI For NFS Protocol o Server – Enter NFS server IP or FQDN o Path – Enter the sharing path from NFS server For iSCSI Protocol o Server – Enter iSCSI appliance IP or FQDN o Target IQN – Enter iSCSI Qualified Name o LUN # – Enter iSCSI logical unit number • Storage Tags (optional) 3. Click Add Prepare Secondary Storage ElasterStack Secondary Storage is used to store volume snapshot, template file and ISO image. Each Zone in ElasterStack needs at least one Secondary Storage. Pleas follow steps below to add Secondary Storage. 1. Expand left navigation tree: System Physical Resources <Zone_Name> Secondary Storages, and then click Add Secondary Storage from top panel. 2. Secondary Storage only supports NFS protocol. In Add Secondary Storage window, please provide following information: • Server – Enter NFS server IP or FQDN • Path – Enter the sharing path from NFS server 3. Click Add Verify ElasterStack Configuration After configuring simple ElasterStack networking environment, ElasterStack will initialize core components, startup system VMs, and download default template. It may take 10 minutes or more, depending on the network speed. When finished, please follow steps below to verify: 1. In left navigation tree, select System VM) should be up and running. System VMs, two System VMs (s-1-VM and v-2- 2. In left navigation tree, select Templates Templates should find CentOS 5.3(64-bit) no GUI template. Feature Templates, you Additional Configuration The architecture introduced in this document is to demonstrate ElasterStack functions, proof of concept, and prepare for training purpose. You can specify some global configuration parameters to simplify some limitations. 1. To modify the parameters, please select Configuration Actions Edit Global Setting Global Settings, and then click 2. Find parameters below and replace the value: Name Description Value check.pod.cidrs If true, different pods must belong to different CIDR subnets. Determines how long (in seconds) to wait before actually expunging destroyed vm. The interval to wait before running the expunge thread Comma separated list of cidrs internal to the datacenter that can host template download servers Used for CPU overprovisioning calculation; available CPU will be (actualCpuCapacity * cpu.overprovisioning.factor) Storage Allocator overprovisioning factor false expunge.delay expunge.interval secstorage.allowed.internal.sites cpu.overprovisioning.factor storage.overprovisioning.factor 30 30 <internal_cidr> 2 2 3. Click Save to update parameters in Global Settings. 4. To take effect of the new settings, please login Management Server Linux Shell, and then restart ElasterStack service. # service management-cloud restart Appendix A: Prepare NFS Storage for ElasterStack In ElasterStack basic topology, NFS Version 3 storage is relative easy to install and deploy8. Administrator can configure both Primary Storage and Secondary Storage on a Linux server9 with enough storage space. Please follow the steps below to set up NFS service. 1. Log in your Linux server, then download and install NFS service if it is not installed. 2. Create two directories for ElasterStack Primary Storage and Secondary Storage. # mkdir -p /storage/primary # mkdir -p /storage/secondary 3. Open /etc/exports file, and add two lines below to create new NFS mounting points. /storage/primary /storage/secondary *(rw,async,no_root_squash) *(rw,async,no_root_squash) 4. Export the NFS mounting points to remote machines, do the following. # exportfs –a 5. Open /etc/sysconfig/nfs file, and uncomment following lines LOCKD_TCPPORT=32803 LOCKD_UDPPORT=32769 MOUNTD_PORT=892 RQUOTAD_PORT=875 STATD_PORT=662 STATD_OUTGOING_PORT=2020 6. Start NFS service and enable NFS service on startup. # service nfs restart # chkconfig nfs on 7. If your Linux server has enabled iptable service, please open /etc/sysconfig/iptables file and add the lines below at the beginning of the INPUT chain to accept traffic for NFS service. 8 XenServer 5.6 FP1 and SP2 are current compatible to NFSv3 only. The NFS configuration described in this section is applicable for CentOS and RedHad Linux. It is possible to have different NFS package and configuration for other Linux servers and appliances. Please refer to the related guides on NFS configuration. 9 -A -A -A -A -A -A -A -A -A -A -A INPUT INPUT INPUT INPUT INPUT INPUT INPUT INPUT INPUT INPUT INPUT -m -m -m -m -m -m -m -m -m -m -m state state state state state state state state state state state --state --state --state --state --state --state --state --state --state --state --state NEW NEW NEW NEW NEW NEW NEW NEW NEW NEW NEW -p -p -p -p -p -p -p -p -p -p -p udp tcp tcp tcp udp tcp udp tcp udp tcp udp --dport --dport --dport --dport --dport --dport --dport --dport --dport --dport --dport 111 -j ACCEPT 111 -j ACCEPT 2049 -j ACCEPT 32803 -j ACCEPT 32769 -j ACCEPT 892 -j ACCEPT 892 -j ACCEPT 875 -j ACCEPT 875 -j ACCEPT 662 -j ACCEPT 662 -j ACCEPT 8. Restart iptable service. NFS storage mounting points should be ready for use. # service iptables restart Appendix B: ElasterStack Basic Network and Advanced Network Setups ElasterStack supports two types of networking setting – Basic Network and Advanced Network. • Virtual instances in Basic Network configuration are isolated by Layer-3 IP address filtering (Amazon-style security groups) for different guests. • Virtual Instances in Advanced Network setting use virtual LAN (VLAN) to isolate traffic of different guests, and support better scalability and interoperability with physical servers. Depend on the network infrastructure you choose, complete the table (Basic Network or Advanced Network) below before ElasterStack configuration. Basic Network Setting DNS 1 Public DNS for Internet accessing for guest VMs Zone DNS 2 IP Range Pod Internal DNS 1 Internal DNS 2 Private DNS for System VMs in Management Network Gateway Gateway of Management Network Netmask Reserved System IP Range Guest Gateway Net mask of Management Network Assigning IP range for System VMs (at least 5 IPs) Gateway for virtual instances Guest Netmask Net mask for virtual instances Guest IP Range Assigning IP range for virtual instances Advanced Network Setting DNS 1 Zone DNS 2 Internal DNS 1 Description Public DNS for Internet accessing for guest VMs Internal DNS 2 Private DNS for System VMs in Management Network VLAN Range Range of Virtual LAN Identifier Gateway Gateway of Management Network Netmask Reserved System IP Range Gateway Net mask of Management Network Assigning IP range for System VMs (at least 5 IPs) Gateway for virtual routers Netmask Net mask for virtual routers IP Range Assigning IP range for virtual routers IP Range Pod Description Appendix C: XenServer 5.6 FP1/SP2 Compatibility Test ElasterStack 3.x can support XenServer 5.6 FP1 and XenServer 5.6 SP2, mainstream network devices, and storage solutions. In ElasterStack XenServer Cluster, it is recommended to choose servers, storage device, and network interface based on Citrix XenServer Hardware Compatibility List (http://hcl.xensource.com/). If ElasterStack needs to configure XenServer on commodity machines, network interface, or storages which are not in the Citrix Hardware Compatibility List, please complete XenServer 5.6 FP1/SP2 compatibility tests10 to ensure the hardware specifications. The compatibility tests for ElasterStack platform include XenServer 5.6 FP1/SP2 Server Hardware Test Case and XenServer 5.6 FP1/SP2 Storage Hardware Test Case. XenServer 5.6 FP1/SP2 Server Hardware Test Case Please download the Server Hardware Self-Test Kit: http://www.citrix.com/static/ready/downloads/XS_5.6_Feature_Pack_1_Server_Hardware_Self -Test_Kit_Dec15.zip The test items are: 10 • XenServer 5.6 FP1/SP2 Server Hardware Test Items • XenServer Host Installation • XenCenter Installation • Local Console Operation • Virtual Machine Installation - Windows • Install Windows Para-virtualized Drivers • Virtual Machine Operation – Windows Start up and Shutdown • Virtual Machine Operation – Windows Suspend and Resume • Virtual Machine Operation – Windows VM Relocation • Virtual Machine Installation – Linux • Linux VM Operation – Start up and Shutdown Hardware should be in Citrix XenServer hardware compatibility list or pass Citrix server hardware test. • Citrix XenServer Hardware Compatibility List: http://hcl.xensource.com/ • Citrix XenServer 5.6 FP1/SP2 Storage Hardware Self-Test Kit: http://www.citrix.com/ready/hcl • Linux VM Operation – Suspend and Resume • Virtual Machine Operation – Linux VM Relocation • XenServer Network/NIC Tests • Checkpoint and Rollback • XenServer Re-boot • Generate Bug-tool Report • Live Migration across heterogeneous CPU pool XenServer 5.6 FP1/SP2 Storage Hardware Test Case The storage types supported for Primary Storage in ElasterStack are NFS and iSCSI. Execute test item based on configuration in your environment. Please download the Storage Hardware Self-Test Kit from: http://www.citrix.com/static/ready/downloads/XS_5.6_Feature_Pack_1_Storage_Hardware_Te st_Kit_Oct26.zip