ch_basics.xml

<chapter xmlns="http://docbook.org/ns/docbook"
  xmlns:xi="http://www.w3.org/2001/XInclude"
  xmlns:xlink="http://www.w3.org/1999/xlink"
  version="5.0"
  xml:id="ch_basics">
  <title>Basic Operating System Configuration</title>

  <para>This guide starts by creating two nodes: a controller node to host most
    services, and a compute node to run virtual machine instances. Later
    chapters create additional nodes to run more services. OpenStack offers a
    lot of flexibility in how and where you run each service, so this is not the
    only possible configuration. However, you do need to configure certain
    aspects of the operating system on each node.</para>

  <para>This chapter details a sample configuration for both the controller
    node and any additional nodes. It's possible to configure the operating
    system in other ways, but the remainder of this guide assumes you have a
    configuration compatible with the one shown here.</para>

  <para>All of the commands throughout this guide assume you have administrative
    privileges. Either run the commands as the root user, or prefix them with
    the <command>sudo</command> command.</para>

  <section xml:id="basics-networking">
    <title>Networking</title>

    <para>For a production deployment of OpenStack, most nodes should have two
      network interface cards: one for external network traffic, and one to
      communicate only with other OpenStack nodes. For simple test cases, you
      can use machines with only a single network interface card.</para>

    <para>This section sets up networking on two networks with static
      IP addresses and manually manages a list of host names on each
      machine. If you manage a large network, you probably already
      have systems in place to manage this. If so, you may skip this
      section, but note that the rest of this guide assumes that each
      node can reach the other nodes on the internal network using
      host names like <literal>controller</literal> and
        <literal>compute1</literal>.</para>
    <!-- these fedora only paragraphs are confirmed not needed in centos -->
    <para os="fedora">Start by disabling the <literal>NetworkManager</literal> service and
      enabling the <literal>network</literal> service. The
        <literal>network</literal> service is more suitable for the static
      network configuration done in this guide.</para>

    <screen os="fedora"><prompt>#</prompt> <userinput>service NetworkManager stop</userinput>
<prompt>#</prompt> <userinput>service network start</userinput>
<prompt>#</prompt> <userinput>chkconfig NetworkManager off</userinput>
<prompt>#</prompt> <userinput>chkconfig network on</userinput></screen>

    <note os="fedora">
      <para>Since Fedora 19, <literal>firewalld</literal> replaced
          <literal>iptables</literal> as the default firewall system. You can configure
          <literal>firewalld</literal> successfully, but this guide
          currently recommends and demonstrates the use of <literal>iptables</literal>.
          For Fedora 19 systems, run the following commands to disable
          <literal>firewalld</literal> and enable <literal>iptables</literal>.</para>
<screen><prompt>#</prompt> <userinput>service firewalld stop</userinput>
<prompt>#</prompt> <userinput>service iptables start</userinput>
<prompt>#</prompt> <userinput>chkconfig firewalld off</userinput>
<prompt>#</prompt> <userinput>chkconfig iptables on</userinput></screen>
    </note>

    <para os="opensuse">When you setup your system, use the
    traditional network scripts and do not use the
    <literal>NetworkManager</literal>. You can change the settings also after
    installation with the YaST network module:</para>
    <screen os="opensuse"><prompt>#</prompt> <userinput>yast2 network</userinput></screen>

    <para>Next, create the configuration for both <literal>eth0</literal>
      and <literal>eth1</literal>. This guide uses
        <literal>192.168.0.x</literal> address for the internal network and
        <literal>10.0.0.x</literal> addresses for the external network. Make
      sure that the corresponding network devices are connected to the correct
      network.</para>

    <para>In this guide, the controller node uses the IP addresses
        <literal>192.168.0.10</literal> and <literal>10.0.0.10</literal>. When
      creating the compute node, use <literal>192.168.0.11</literal> and
        <literal>10.0.0.11</literal> instead. Additional nodes added in later
      chapters will follow this pattern.</para>
 <figure xml:id="basic-architecture-networking">
  <title>Basic Architecture</title>
  <mediaobject>
    <imageobject>
      <imagedata contentwidth="6in" fileref="figures/basic-architecture-networking.svg"/>
    </imageobject>
  </mediaobject>
  </figure>

    <example os="fedora">
      <title><filename>/etc/sysconfig/network-scripts/ifcfg-eth0</filename></title>
      <programlisting language="ini"># Internal Network
DEVICE=eth0
TYPE=Ethernet
BOOTPROTO=static
IPADDR=192.168.0.10
NETMASK=255.255.255.0
DEFROUTE=yes
ONBOOT=yes</programlisting>
    </example>

    <example os="fedora">
      <title><filename>/etc/sysconfig/network-scripts/ifcfg-eth1</filename></title>
      <programlisting language="ini"># External Network
DEVICE=eth1
TYPE=Ethernet
BOOTPROTO=static
IPADDR=10.0.0.10
NETMASK=255.255.255.0
DEFROUTE=yes
ONBOOT=yes</programlisting>
    </example>

    <para os="opensuse;sles">
      To set up the two network interfaces, start the YaST
      network module, as follows:
      <screen><prompt>#</prompt> <userinput>yast2 network</userinput></screen>
      <itemizedlist>
        <listitem>
          <para>Use the following parameters to set up the first ethernet card
            <emphasis role="bold">eth0</emphasis> for the internal network:
            <programlisting>
  Statically assigned IP Address
  IP Address: 192.168.0.10
  Subnet Mask: 255.255.255.0
            </programlisting>
          </para>
        </listitem>
        <listitem>
          <para>Use the following parameters to set up the second ethernet card
            <emphasis role="bold">eth1</emphasis> for the external network:
            <programlisting>
  Statically assigned IP Address
  IP Address: 10.0.0.10
  Subnet Mask: 255.255.255.0
            </programlisting>
          </para>
        </listitem>
        <listitem>
          <para>Setup a default route on the external network.
          </para>
        </listitem>
      </itemizedlist></para>

    <example os="ubuntu">
      <title><filename>/etc/network/interfaces</filename></title>
      <programlisting language="ini"># Internal Network
auto eth0
iface eth0 inet static
    address 192.168.0.10
    netmask 255.255.255.0

# External Network
auto eth1
iface eth1 inet static
    address 10.0.0.10
    netmask 255.255.255.0
    </programlisting>
    </example>

   <para>Once you've configured the network, restart the daemon for changes to take effect:</para>

    <screen os="ubuntu;debian"><prompt>#</prompt> <userinput>service networking restart</userinput></screen>
    <screen os="fedora;rhel;centos;opensuse;sles"><prompt>#</prompt> <userinput>service network restart</userinput></screen>

    <para>Set the host name of each machine. Name the controller node
        <literal>controller</literal> and the first compute node
        <literal>compute1</literal>. These are the host names used in
      the examples throughout this guide.</para>
    <para os="ubuntu;debian;fedora;rhel;centos">Use the
        <command>hostname</command> command to set the host name:
      <screen><prompt>#</prompt> <userinput>hostname controller</userinput></screen></para>
    <para os="opensuse;sles">Use <command>yast network</command> to set the
      host name with YaST.</para>
    <para os="rhel;fedora;centos">To have the host name change persist
      when the system reboots, you need to specify it in the proper
      configuration file. In Red Hat Enterprise Linux, CentOS, and
      older versions of Fedora, you set this in the file
        <filename>/etc/sysconfig/network</filename>. Change the line
      starting with <literal>HOSTNAME=</literal>.</para>

    <programlisting language="ini" os="rhel;fedora;centos">HOSTNAME=controller</programlisting>

    <para os="rhel;fedora;centos">As of Fedora 18, Fedora now uses the
      file <filename>/etc/hostname</filename>. This file contains a
      single line with just the host name.</para>

    <para os="ubuntu;debian">To have this host name set when the
      system reboots, you need to specify it in the file
        <filename>/etc/hostname</filename>. This file contains a
      single line with just the host name.</para>

    <para>Finally, ensure that each node can reach the other nodes
      using host names. In this guide, we will manually edit the
        <filename>/etc/hosts</filename> file on each system. For
      large-scale deployments, you should use DNS or a configuration
      management system like Puppet.</para>

    <programlisting>127.0.0.1       localhost
192.168.0.10    controller
192.168.0.11    compute1</programlisting>

  </section>

  <section xml:id="basics-ntp">
    <title>Network Time Protocol (NTP)</title>

    <para>To keep all the services in sync across multiple machines, you need to
      install NTP. In this guide, we will configure the controller node to be
      the reference server, and configure all additional nodes to set their time
      from the controller node.</para>

    <para>Install the <literal>ntp</literal> package on each system running
      OpenStack services.</para>

    <screen os="ubuntu;debian"><prompt>#</prompt> <userinput>apt-get install ntp</userinput></screen>
    <screen os="rhel;fedora;centos"><prompt>#</prompt> <userinput>yum install ntp</userinput></screen>
    <screen os="opensuse;sles"><prompt>#</prompt> <userinput>zypper install ntp</userinput></screen>

    <para os="rhel;fedora;centos;opensuse;sles">Set up the NTP server on your
      controller node so that it receives data by modifying the <filename>ntp.conf</filename>
      file and restarting the service.</para>

    <screen os="rhel;fedora;centos;opensuse;sles"><prompt>#</prompt> <userinput>service ntpd start</userinput>
<prompt>#</prompt> <userinput>chkconfig ntpd on</userinput></screen>
    <screen os="opensuse;sles"><prompt>#</prompt> <userinput>service ntp start</userinput>
<prompt>#</prompt> <userinput>chkconfig ntp on</userinput></screen>

    <para>Set up all additional nodes to synchronize their time from the
      controller node. The simplest way to do this is to add a daily cron job.
      Add a file at <filename>/etc/cron.daily/ntpdate</filename> that contains
      the following:</para>

    <programlisting language="bash">ntpdate <replaceable>controller</replaceable>
hwclock -w</programlisting>

    <para>Make sure to mark this file as executable.</para>

    <screen><prompt>#</prompt> <userinput>chmod a+x /etc/cron.daily/ntpdate</userinput></screen>

  </section>

  <section xml:id="basics-database">
    <title>MySQL Database</title>

    <para os="ubuntu;debian;rhel;fedora;centos">Most OpenStack services
      require a database to store information. In
      this guide, we use a MySQL database running on the controller node. The
      controller node needs to have the MySQL database installed. Any additional
      nodes that access MySQL need to have the MySQL client software
      installed:</para>
    <para os="opensuse;sles">Most OpenStack services require a database to store
      information. In this guide, we use a MySQL on SUSE Linux
      Enterprise Server and compatible database on openSUSE running on
      the controller node. This compatible database for openSUSE is MariaDB. The
      controller node needs to have the MariaDB database
      installed. Any additional nodesf that access the MariaDB
      database need to have the MariaDB client software
      installed:</para>
    <itemizedlist>
      <listitem>
        <para><phrase os="sles;opensuse">For SUSE Linux Enterprise Server: </phrase>
        On the controller node,
        install the MySQL client, the MySQL database,
        and the MySQL Python library.</para>
        <screen os="opensuse;sles"><prompt>#</prompt> <userinput>zypper install mysql-client mysql python-mysql</userinput></screen>
        <para os="opensuse;sles">For openSUSE: On the controller node, install
        the MariaDB client, the MariaDB database, and the MySQL Python
        library.</para>
        <screen os="opensuse"><prompt>#</prompt> <userinput>zypper install mariadb-client mariadb python-mysql</userinput></screen>
        <screen os="ubuntu;debian"><prompt>#</prompt> <userinput>apt-get install python-mysqldb mysql-server</userinput></screen>
        <screen os="rhel;fedora;centos"><prompt>#</prompt> <userinput>yum install mysql mysql-server MySQL-python</userinput></screen>
    <note os="ubuntu;debian"><para>When you install the server package, you will
    be asked to enter a root password for the database. Be sure to choose
    a strong password and remember it - it will be needed later.</para></note>
    <para>Edit <filename
    os="ubuntu;debian;rhel;fedora;centos">/etc/mysql/my.cnf</filename><filename
    os="opensuse;sles">/etc/my.cnf</filename> and set the
    <literal>bind-address</literal> to the internal IP address of the
    controller, to allow access from outside the controller
    node.</para>
    <programlisting language="ini">
    # Instead of skip-networking the default is now to listen only on
    # localhost which is more compatible and is not less secure.
    bind-address            = 192.168.0.10
    </programlisting>
</listitem>
      <listitem><para>On any nodes besides the controller node, just install the
        <phrase os="ubuntu;debian;rhel;fedora;centos">MySQL</phrase>
        <phrase os="opensuse;sles">MariaDB (on openSUSE)</phrase>
        client and the MySQL Python library. This is all you need to do on any
        system not hosting the MySQL database.</para>
        <screen os="ubuntu;debian"><prompt>#</prompt> <userinput>apt-get install python-mysqldb</userinput></screen>
        <screen os="rhel;fedora;centos"><prompt>#</prompt> <userinput>yum install mysql MySQL-python</userinput></screen>
        <screen os="opensuse;sles"><prompt>#</prompt> <userinput>zypper install mariadb-client python-mysql</userinput></screen>
        <para os="opensuse;sles">For SUSE Linux Enterprise, install MySQL:</para>
        <screen os="opensuse;sles"><prompt>#</prompt> <userinput>zypper install mysql-client python-mysql</userinput></screen>
      </listitem>
    </itemizedlist>
    <para os="rhel;centos;fedora;opensuse;sles">Start the
        <phrase os="rhel;fedora;centos">MySQL</phrase>
        <phrase os="opensuse;sles">MariaDB or MySQL</phrase>
        database server and set it to start automatically when
        the system boots.</para>
    <screen os="rhel;centos;fedora"><prompt>#</prompt> <userinput>service mysqld start</userinput>
<prompt>#</prompt> <userinput>chkconfig mysqld on</userinput></screen>
    <screen os="opensuse;sles"><prompt>#</prompt> <userinput>service mysql start</userinput>
<prompt>#</prompt> <userinput>chkconfig mysql on</userinput></screen>

    <para os="rhel;centos;fedora;opensuse;sles">Finally, you should set a root password for your
        <phrase os="rhel;fedora;centos">MySQL</phrase>
        <phrase os="opensuse;sles">MariaDB or MySQL</phrase>
      database. The OpenStack programs that set up databases and tables will
      prompt you for this password if it's set. You also need to delete the
      anonymous users that are created when the database is first started.
      Otherwise, you will get database connection problems when following
      the instructions in this guide. You can do both of these with the
      <command>mysql_secure_installation</command> command.</para>

    <para os="ubuntu;debian;opensuse;sles">You need to delete the anonymous users
      that are created when the database is first started. Otherwise, you
      will get database connection problems when following the instructions
      in this guide. You can do this with the
      <command>mysql_secure_installation</command> command.</para>

    <screen><prompt>#</prompt> <userinput>mysql_secure_installation</userinput></screen>

    <para><phrase os="rhel;centos;fedora;opensuse;sles">If you have not already
      set a root database password, press enter when first prompted for the
      password.</phrase> This command will present a number of options for
      you to secure your database installation. Answer yes to all of them
      unless you have a good reason to do otherwise.</para>
  </section>
  <section xml:id="basics-queue">
    <title>Messaging Server</title>
    <para>On the controller node, install the messaging queue server. Typically this is <phrase
        os="ubuntu;opensuse;sles">RabbitMQ</phrase><phrase os="centos;rhel;fedora"
        >Qpid</phrase> but <phrase os="ubuntu;opensuse;sles">Qpid</phrase><phrase
        os="centos;rhel;fedora">RabbitMQ</phrase> and ZeroMQ (0MQ) are also
      available.</para>

    <screen os="ubuntu;debian"><prompt>#</prompt> <userinput>apt-get install rabbitmq-server</userinput></screen>
    <screen os="opensuse;sles"><prompt>#</prompt> <userinput>zypper install rabbitmq-server</userinput></screen>
    <screen os="fedora;centos;rhel"><prompt>#</prompt> <userinput>yum install qpid-cpp-server memcached</userinput></screen>

    <note os="ubuntu;debian">
      <para>The <package>rabbitmq-server</package> package configures
        the RabbitMQ service to start automatically and creates a
          <literal>guest</literal> user with a default
          <literal>guest</literal> password. The RabbitMQ examples in
        this guide use the <literal>guest</literal> account.</para>
    </note>
    <para os="fedora;centos;rhel">Disable Qpid authentication by editing <filename>/etc/qpidd.conf</filename> file and
    changing the <literal>auth</literal> option to <literal>no</literal>.</para>

    <screen os="fedora;centos;rhel"> <userinput>auth=no</userinput></screen>

    <para os="fedora;centos;rhel">Start Qpid and set it to start automatically
      when the system boots.</para>

    <screen os="fedora;centos;rhel"><prompt>#</prompt> <userinput>service qpidd start</userinput>
<prompt>#</prompt> <userinput>chkconfig qpidd on</userinput></screen>

    <para os="opensuse;sles">Start the messaging service and set it to start automatically when the system boots:</para>
    <screen os="opensuse;sles"><prompt>#</prompt> <userinput>service rabbitmq-server start</userinput>
<prompt>#</prompt> <userinput>chkconfig rabbitmq-server on</userinput></screen>

  </section>
  <section xml:id="basics-packages">
    <title>OpenStack Packages</title>
    <para>Distribution releases and OpenStack releases are often independent of
      each other and thus you might need to add some extra steps to access
      the latest OpenStack release after installation of the machine before
      installation of any OpenStack packages.</para>
    <para os="fedora;centos;rhel">This guide uses the OpenStack packages from
      the RDO repository. These packages work on Red Hat Enterprise Linux 6 and
      compatible versions of CentOS, as well as Fedora 19. Enable the RDO repository
      by downloading and installing the <literal>rdo-release-havana</literal>
      package.</para>

    <screen os="fedora;centos;rhel"><prompt>#</prompt> <userinput>yum install http://repos.fedorapeople.org/repos/openstack/openstack-havana/rdo-release-havana-6.noarch.rpm</userinput></screen>
    <para os="fedora;centos;rhel">The EPEL package includes GPG keys
      for package signing and repository information. This should only
      be installed on Red Hat Enterprise Linux and CentOS, not Fedora.
      Install the latest <systemitem>epel-release</systemitem> package
      (see <link
        xlink:href="http://download.fedoraproject.org/pub/epel/6/i386/repoview/epel-release.html"
        >http://download.fedoraproject.org/pub/epel/6/x86_64/repoview/epel-release.html</link>).
      For example:</para>
    <screen os="fedora;centos;rhel"><prompt>#</prompt> <userinput>yum install http://dl.fedoraproject.org/pub/epel/6/x86_64/epel-release-6-8.noarch.rpm</userinput></screen>

    <para os="fedora;centos;rhel">The <literal>openstack-utils</literal> package
      contains utility programs that make installation and configuration easier.
      These programs will be used throughout this guide. Install
        <literal>openstack-utils</literal>. This will also verify that you can
      access the RDO repository.</para>

    <screen os="fedora;centos;rhel"><prompt>#</prompt> <userinput>yum install openstack-utils</userinput></screen>

    <para os="opensuse;sles">Use the Open Build Service repositories
    for Havana based on your openSUSE or SUSE Linux Enterprise Server
    version, for example if you run openSUSE 12.3 use:</para>
    <screen os="opensuse;sles"><prompt>#</prompt> <userinput>zypper ar -f obs://Cloud:OpenStack:Havana/openSUSE_12.3 Havana</userinput></screen>
    <para os="opensuse;sles">
      If you use SUSE Linux Enterprise Server 11 SP3, use:
      <screen os="opensuse;sles"><prompt>#</prompt> <userinput>zypper ar -f obs://Cloud:OpenStack:Havana/SLE_11_SP3 Havana</userinput></screen>
    </para>
    <para os="opensuse;sles">For openSUSE 13.1, nothing needs to be
      done since OpenStack Havana packages are part of the distribution
      itself.
    </para>

    <procedure xml:id="ubuntu-cloud-archive" os="ubuntu">
      <title>To use the Ubuntu Cloud Archive for Havana</title>
      <para>The <link xlink:href="https://wiki.ubuntu.com/ServerTeam/CloudArchive">Ubuntu Cloud Archive</link>
      is a special repository that allows you to install newer releases of OpenStack on
      the stable supported version of Ubuntu.</para>
      <step>
        <para>Install the keyring:
          <screen><prompt>#</prompt> <userinput>apt-get install ubuntu-cloud-keyring</userinput> </screen></para>
      </step>
      <step>
        <para>Create a new repository sources file
            <filename>/etc/apt/sources.list.d/cloud-archive.list</filename>
          containing:
          <programlisting>deb http://ubuntu-cloud.archive.canonical.com/ubuntu precise-updates/havana main</programlisting></para>
      </step>
      <step>
        <para>Upgrade the system (and reboot if you need):
          <screen><prompt>#</prompt> <userinput>apt-get update &amp;&amp; apt-get dist-upgrade</userinput> </screen></para>
      </step>
    </procedure>
  <para>Congratulations, now you are ready to start installing OpenStack services!</para>
  </section>

</chapter>