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Cloudstack Installation

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  • CloudStack Installation DocumentationRelease 4.5.0

    Apache Software Foundation

    September 07, 2015

  • Contents

    1 Choosing a Deployment Architecture 31.1 Choosing a Deployment Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    2 Quick Installation Guide 132.1 Quick Installation Guide for CentOS 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    3 Source Installation 233.1 Building from Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

    4 General Installation 294.1 Installation overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294.2 Management Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

    5 Configuration 455.1 Configuring your CloudStack Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

    6 Hypervisor Setup 716.1 Host Hyper-V Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 716.2 Host KVM Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 746.3 Host LXC Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 856.4 Host VMware vSphere Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 936.5 Host Citrix XenServer Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

    7 Network Setup 1297.1 Network Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

    8 Storage Setup 1438.1 Storage Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1438.2 Small-Scale Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1438.3 Large-Scale Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1438.4 Storage Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1448.5 Network Configuration For Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

    9 Optional Installation 1519.1 Additional Installation Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1519.2 About Password and Key Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

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  • CloudStack Installation Documentation, Release 4.5.0

    This is the Apache CloudStack installation guide, for the Documentation home, the administrator guide or the Release-Notes please see:

    Documentation home

    Administration Guide

    Release Notes

    Note: In this guide we first go through some design and architectural choices to build your cloud. Then we dive intoa single node quick start guide to give you a feel for the installation process. The source installation steps are given inthe follow-on section for people who want to build their own packages. Otherwise you can use the general installationwhich makes use of community maintained package repositories. The rest of the guide goes through the configurationof the data-center and the setup of the network, storage and hypervisors.

    Contents 1

  • CloudStack Installation Documentation, Release 4.5.0

    2 Contents

  • CHAPTER 1

    Choosing a Deployment Architecture

    1.1 Choosing a Deployment Architecture

    The architecture used in a deployment will vary depending on the size and purpose of the deployment. This sectioncontains examples of deployment architecture, including a small-scale deployment useful for test and trial deploymentsand a fully-redundant large-scale setup for production deployments.

    3

  • CloudStack Installation Documentation, Release 4.5.0

    1.1.1 Small-Scale Deployment

    This diagram illustrates the network architecture of a small-scale CloudStack deployment.

    A firewall provides a connection to the Internet. The firewall is configured in NAT mode. The firewall forwardsHTTP requests and API calls from the Internet to the Management Server. The Management Server resides onthe management network.

    A layer-2 switch connects all physical servers and storage.

    A single NFS server functions as both the primary and secondary storage.

    The Management Server is connected to the management network.

    4 Chapter 1. Choosing a Deployment Architecture

  • CloudStack Installation Documentation, Release 4.5.0

    1.1.2 Large-Scale Redundant Setup

    This diagram illustrates the network architecture of a large-scale CloudStack deployment.

    A layer-3 switching layer is at the core of the data center. A router redundancy protocol like VRRP should bedeployed. Typically high-end core switches also include firewall modules. Separate firewall appliances mayalso be used if the layer-3 switch does not have integrated firewall capabilities. The firewalls are configured inNAT mode. The firewalls provide the following functions:

    Forwards HTTP requests and API calls from the Internet to the Management Server. The ManagementServer resides on the management network.

    When the cloud spans multiple zones, the firewalls should enable site-to-site VPN such that servers indifferent zones can directly reach each other.

    A layer-2 access switch layer is established for each pod. Multiple switches can be stacked to increase port

    1.1. Choosing a Deployment Architecture 5

  • CloudStack Installation Documentation, Release 4.5.0

    count. In either case, redundant pairs of layer-2 switches should be deployed.

    The Management Server cluster (including front-end load balancers, Management Server nodes, and the MySQLdatabase) is connected to the management network through a pair of load balancers.

    Secondary storage servers are connected to the management network.

    Each pod contains storage and computing servers. Each storage and computing server should have redundantNICs connected to separate layer-2 access switches.

    1.1.3 Separate Storage Network

    In the large-scale redundant setup described in the previous section, storage traffic can overload the managementnetwork. A separate storage network is optional for deployments. Storage protocols such as iSCSI are sensitiveto network delays. A separate storage network ensures guest network traffic contention does not impact storageperformance.

    1.1.4 Multi-Node Management Server

    The CloudStack Management Server is deployed on one or more front-end servers connected to a single MySQLdatabase. Optionally a pair of hardware load balancers distributes requests from the web. A backup managementserver set may be deployed using MySQL replication at a remote site to add DR capabilities.

    The administrator must decide the following.

    Whether or not load balancers will be used.

    How many Management Servers will be deployed.

    Whether MySQL replication will be deployed to enable disaster recovery.

    1.1.5 Multi-Site Deployment

    The CloudStack platform scales well into multiple sites through the use of zones. The following diagram shows anexample of a multi-site deployment.

    6 Chapter 1. Choosing a Deployment Architecture

  • CloudStack Installation Documentation, Release 4.5.0

    Data Center 1 houses the primary Management Server as well as zone 1. The MySQL database is replicated in realtime to the secondary Management Server installation in Data Center 2.

    1.1. Choosing a Deployment Architecture 7

  • CloudStack Installation Documentation, Release 4.5.0

    This diagram illustrates a setup with a separate storage network. Each server has four NICs, two connected to pod-levelnetwork switches and two connected to storage network switches.

    There are two ways to configure the storage network:

    Bonded NIC and redundant switches can be deployed for NFS. In NFS deployments, redundant switches andbonded NICs still result in one network (one CIDR block+ default gateway address).

    8 Chapter 1. Choosing a Deployment Architecture

  • CloudStack Installation Documentation, Release 4.5.0

    iSCSI can take advantage of two separate storage networks (two CIDR blocks each with its own default gate-way). Multipath iSCSI client can failover and load balance between separate storage networks.

    This diagram illustrates the differences between NIC bonding and Multipath I/O (MPIO). NIC bonding configurationinvolves only one network. MPIO involves two separate networks.

    1.1.6 Choosing a Hypervisor

    CloudStack supports many popular hypervisors. Your cloud can consist entirely of hosts running a single hypervisor,or you can use multiple hypervisors. Each cluster of hosts must run the same hypervisor.

    You might already have an installed base of nodes running a particular hypervisor, in which case, your choice ofhypervisor has already been made. If you are starting from scratch, you need to decide what hypervisor software bestsuits your needs. A discussion of the relative advantages of each hypervisor is outside the scope of our documentation.However, it will help you to know which features of each hypervisor are supported by CloudStack. The followingtable provides this information.

    1.1. Choosing a Deployment Architecture 9

  • CloudStack Installation Documentation, Release 4.5.0

    Feature XenServervSphere KVM -RHEL

    LXC Hy-perV

    BareMetal

    Network Throttling Yes Yes No No ? N/ASecurity groups in zones that use basic networking Yes No Yes Yes ? NoiSCSI Yes Yes Yes Yes Yes N/AFibreChannel Yes Yes Yes Yes Yes N/ALocal Disk Yes Yes Yes Yes Yes YesHA Yes Yes

    (