CloudFusion Operations Guide

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1 CloudFusion Operations Guide Version InfinitiesSoft Solutions Inc.

2 Contents 1. CloudFusion Login 2. CloudFusion Environment Setup Skyport management Cloud cluster subscription Create subscriber's account Cloud cluster management and resource pool assignment. Subscribers system resource management Subscribers organization management Add a department Add a new privileged role Add user Subscribers cloud resource validation Platform query Template query Subscriber's Billing Profile Currency Add software 1

3 Add a new chargeback profile 3. CloudFusion Functional Operation Company Edit and delete an existing company information License update System Configuration Chargeback Functional Module Software Configuration Chargeback maintenance User Functional Module Organization Configuration Privilege role assignment User Configuration Workflow Functional Module Workflow Configuration Auditing Workflow Auditing Log Query Deletion This is specific Privilege of the Administrator for Organization s Workflow Cloud Functional Module Virtual Machine Management and Creation 2

4 Edit and Delete VM Activation/VNC Connection/Real time Performance Monitoring/VM Deactivation VM Transfer and Takeover VM Contract Renewal Schedule Functional Module To add a new schedule task, operation procedure is depicted below. Add and Delete an Existing Scheduled Task Automation Functional Module To add a new automation plan, operation procedure is depicted below. Edit and Delete Existing Automation Plan Report Functional Module Cloud Cluster Report Error Report Accounting Charge Report Bill Report Dashboard Miscellaneous Profile Language Full Screen 3

5 Logout About 4

6 1. CloudFusion Login 1. After CloudFusion is launched, access the URL: 2. Following web browsers are recommended: Google Chrome, Firefox, and Safari. 3. Login to CloudFusion using administrator s account. 4. Administrator account/password:admincreator/admin The user admincreator is defined as an administrator of CloudFusion management platform, applied only to manage organization group and corresponding cloud clusters that this platform belongs to. 6. Password of Admincreator on CloudFusion platform is currently not allowed to be changed. 5

7 2. CloudFusion Environment Setup 1. Skyport management (Please login to the CloudFusion using administrator s account before executing operation to setup management platform.) 1.1. Skyport is an auxiliary software of CloudFusion platform. It lists corresponding Skyport to CloudFusion. And the Admincreator determines the joining Skyport. 6

8 1.2. Operation procedure: Select [Skyport management] Check or uncheck corresponding Skyport. 2. Cloud cluster subscription 2.1. After Skyport management configuration is done successfully, system will synchronize Skyport with configured Pool and then define it as cloud cluster by CloudFusion. Admincreator will be able to manage and control cloud clusters through this configuration for this platform Operation procedure is depicted as follows Select [Hypervisor] Check or uncheck configured cloud cluster. 7

9 3. Create subscriber's account Cloudfusion organization management module provides Admincreator with capability of creating organization configuration and account available for businesses or individual users and it assign cloud cluster to users Operation to create company s configuration: Select [Company] Select [New Company] Fill in basic information of the company Select [Create]. 8

10 3.2. Cloud cluster management and resource pool assignment Select [Company] menu Select [any designated company] Select [Resource] Check or uncheck designated cloud cluster Configure resource pool constraint value of the checked cloud cluster Click [Update] Note: Admincreator should notify users before removing cloud cluster. Steps to remove cloud cluster: Un manage cloud cluster (by Admincreator) 9

11 Cancel users' subscription to cloud cluster (by Admincreator) Remove cloud cluster (by Skyport administrator, refer to CloudFusion Installation Guide: Skyport Operation) 10

12 4. Subscribers system resource management (Please login to the CloudFusion using administrator s account before executing procedure to setup management platform.) 4.1. You can strictly control utilization capacity of the virtual machine through the resource pool configuration Operation procedure is depicted below. 11

13 Select [System] [Resource management] Select [any Resource Management item] (Total resource upper bound limitation as an example) Select [any resource pool of cloud cluster in Hypervisor column] Fill in the constraint value of the resource pool Click [Update]. 12

14 5. Subscribers organization management 5.1. Add a department You can incorporate structure of departments within the company by creating corresponding class through this procedure. Operation procedure is depicted below Click [User] Select [New organization] Fill in department information Click [Create]. 13

15 5.2. Add a new privileged role This procedure specifies functional permission of operation on CloudFusion for each role in the organization. Operation procedure is depicted as follows Click [User] Select [any designated department in Organization column] Select [Role] Click [Create] button Fill in basic information of the role and set up permission for the role. 14

16 Select [Create] button Add user Operation procedure to configure users of the organization and assign role to each user. The users will operate on CloudFusion according to their roles permission: Click [User] menu Select [any designated department in Organization column] Select [User] Select [New User] in drop down box Fill in user's information Click [Create] button. 15

17 6. Subscribers cloud resource validation 6.1. Platform query Operation procedure to query information of cloud cluster(host): Select [Cloud] [Host] menu Fill in searching criteria for platform. If left empty, it will search for all Click [Search] button Template query Operation Procedure to query Template of the cloud cluster: Select [Cloud] [Template] menu Fill in searching criteria for platform. If left empty, it will search for all Click [Search] button. 16

18 7. Subscriber's Billing Profile 7.1. Currency Operation procedure to specify currency for maintaining billing profile: Select [Chargeback] [Currency] menu Check or uncheck currency selection. 17

19 7.2. Add software To maintain program template, you must configure the operating system and application software Operation procedure to add a new operating system or application software: Select [Chargeback] [Software] menu Click [Create] button Fill in information of the operating system or application software Click [Create] button. 18

20 7.3. Add a new chargeback profile This procedure configures virtual machine template of cloud cluster for its billing and specification Operation procedure to a cloud cluster program: Select [Chargeback] Select [any designated cloud cluster to assign program to] Click [New chargeback] button Fill in chargeback information Click [Add] button 19

21 3. CloudFusion Functional Operation (Please login to the CloudFusiong using administrator s account before launching the procedure to setup management platform.) 20

22 1. Company 1.1. Edit and delete an existing company information Operation to change password of company administrator: Select [Company] Select [any designated company] Select [Profile] Update the password Click [Update] button. 21

23 Operation procedure to delete an existing company information: Select [Company] Select [any designated company] Select [Profile] Click [Delete] button. 22

24 1.2. License update Operation procedure to update CloudFusion License: Select [License update] Select [Select file] button to select software authorization file CloudFusion.ser offered from InfinitiesSoft Click [Upload] button. 23

25 Following Figure illustrates an administrator account of Infinites Solutions Inc. whose account ID is infinities to login to the system. 24

26 2. System Configuration 2.1. Attributes By configuring authorization renewal, virtual machines can be used up to this expiration month. Operation Procedure: Select [System] [Clud Settings] Select [Maximum month for instance to extend] Input the value Click [Update] button Resource management Through resource pool configuration, you can strictly control and manage the number of virtual machines on CloudFusion platform. Operation Procedure: 25

27 Select [System] [Resource Management] Select [any resource by type ] (configuring the Resource by company as an example) Select [any resource pool of cloud cluster] Hypervisor column Input the constraint value of resource pool Click [Update] button Event Management To query all records of operation on the virtual machine, operation procedure is depicted below. 26

28 Select [System] [Event Log] Input look up period start time and end time Click [Search] button Mail Server To set up mail server for enterprise/organization, operation procedure is depicted below Select [System] [Mail Server] Input configuration information of the mail server Click [Update] button. 27

29 3. Chargeback Functional Module 3.1. Software Configuration To edit operating system or application software, operation procedure is depicted as follows Select [Chargeback] Select [Operating system] or [Application] Select [any operating system or application] Modify information of operating system or application software Click [Update] button. 28

30 To delete configuration of operating system or application software, operation procedure is depicted below Select [Chargeback] Select [Operating system] or [Application] Select [any operating system or application software] Click [Delete] button. 29

31 3.2. Chargeback maintenance To edit any chargeback profile of cloud cluster, operation procedure is depicted below Select [Chargeback] Select [any designated cluster] Select [any billing profile assigned to the cloud cluster] Modify chargeback information Click [Update] button To delete any chargeback profile of cloud cluster, operation procedure is depicted below. 30

32 Select [Chargeback] Select [designated cloud cluster whose chargeback profile would be deleted] Select [any billing profile assigned to the cloud cluster] Click [Delete] button For pop up confirmation dialog window, Click [OK] button To deactivate any existing cargeback profile, operation procedure is depicted below Select [Chargeback] Select [designated cloud cluster whose billing profile would be deactivated] Select [any chargeback profile assigned to the cloud cluster] Click [Stop] button. 31

33 4. User Functional Module 4.1. Organization Configuration To edit an organization of the company, operation procedure is depicted below Select [User] Select [any designated organization] Modify organization information Click [Update] button. 32

34 To delete an organization of the company, operation procedure is depicted below Select [User] Select [any designated department] Click [Delete] button For pop up confirmation dialog window, click [OK] button. 33

35 4.2. Privilege role assignment To edit privilege role of the department, operation procedure is depicted below Select [User] Select [any designated Organization ] Select [Role] Select [any privilege role to the organization] Modify information of the role and specify the operation permission Click [Update] button. 34

36 To delete privilege role of the department, operation procedure is depicted below Select [User] Select [any designated Organization ] Select [Role] Select [any privilege role to the organization] Click [Delete] button For pop up confirmation dialog window, click [OK] button. 35

37 4.3. User Configuration To edit user of the organization, operation procedure is depicted below. 36

38 Select [User] Select [any designated Organization ] Select [User] Select [any user in the organization] Modify basic information of the user Click [Update] button To delete user of the organization, operation procedure is depicted below. 37

39 Select [User] Select [any designated organization] Select [User] Select [any user in the organization] Click [Delete] button For pop up confirmation dialog window, click [OK] button For users leaving from the organization, operation procedure is depicted below. 38

40 Select [User] Select [any designated Organization ] Select [User] Select [any user in the organization] Select [Add drop down menu button] and Select [Detach] For pop up confirmation dialog window, click [OK] button. 39

41 5. Workflow Functional Module Workflow functional module provides hierarchical application auditing to approve user s application item based on organization structure Workflow Configuration To add a new workflow, operation procedure is depicted below (to create virtual machine as an example) Select [Workflow] Select [In progress] Select [Login user organization privilege Role ] Select [Create] [Create Instance] Fill in basic information of the workflow Click [Submit workflow] button to complete the operation. Click [Close] button to abort the operation. 40

42 To delete a workflow, operation procedure is depicted below. 41

43 Select [Workflow] Select [In progress] Select [Login user organization privilege Role ] Select [workflow under auditing] Click [Cancel workflow] button to complete the operation. Click [Close] button to abort the operation Auditing Workflow For the user s application item, the administrator or supervisor of any hierarchical level in the company can work through the [ Auditing queue ] item for the following auditing process Operation Procedure is depicted below. 42

44 Select [Workflow] Select [To audit] Select [any scheduled automation task in auditing queue] Fill in [Approval comments] On the bottom side of the page, there are multiple button for different approval result. Respective function of the button is depicted below.) To forward the submission to the next higher levelled supervisor for auditing, Click the [Forward workflow] button To directly approve this auditing item, Click [Approve workflow] button To withdraw an auditing item and return it to the applicant, click [Reject workflow] button To abort the auditing operation, click [Close] button. If there is no higher levelled supervisor defined in this workflow, [Forward workflow] button is equivalent to [Approve workflow] button. 43

45 5.3. Auditing Log Query The login users can select [Search] to query history log of auditing application Operation Procedure: Select [Workflow] Select [Search] Fill in searching criteria (left empty to search for all). 44

46 Click [Search] button Click [any detail] button to query the history log of auditing application for details. 45

47 5.4. Deletion This is specific Privilege of the Administrator for Organization s Workflow For any abnormal situation or unexpected case of users auditing application, the administrator of the organization can forcedly delete it Operation Procedure: 46

48 Select [Workflow] Select [In progress] Select [Login by department s administrator privilege role] Select [any auditing application form] Fill in [Comments of deletion] Click [Delete workflow] button to complete the operation. Click [Close] button to abort the operation. 6. Cloud Functional Module 6.1. Virtual Machine Management and Creation Besides virtual machines can be created by CloudFusion, they can be retrieved from Skyport that creates and manages them To manage designated virtual machines of the cloud cluster, operation procedure is depicted below Select [Cloud] [Instance] Click [Create] button Select [Hypervisor] Click [Fetch information] button Select [any virtual machine to be managed]. 47

49 Click [Confirm] button Fill in basic information of the managed virtual machine Click [Create] button complete the operation. Click [Cancel] button to abort the operation. 48

50 To manage multiple virtual machines within cloud cluster, operation procedure is depicted below Select [Cloud] [Instance] Click [Add] button and select [Recycle] Select [Hypervisor] drop down menu Click [Search] button Check multiple [any virtual machines to be managed] and set up [Chargeback] Click [get] button. 49

51 To create virtual machine for designated cloud cluster, operation procedure is depicted below Select [Cloud] [Instance] Click [Create] button Select [Hypervisor] Fill in information of Virtual machine (Add and configure component of CPU and memory according to the actual condition or skip it by using default setting.) 50

52 Click [Add component] button (to add 10G disk space as example) Fill in component information Click [Confirm] button Adjust the number of the CPU cores and capacity of memory space Click [Create] button to complete operation. Click [Cancel] button to abort the operation. 51

53 6.2. Edit and Delete VM Modify configuration information and flexibly adjust hardware resource for VM To edit designated VM, operation procedure is depicted below Select [Cloud] [Instance] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] button Check [any VM to be edited] Click [Edit] button. 52

54 Modify VM information (Modify and configure component of CPU and memory according to the actual condition, or skip it by using default setting.) Click [Delete] button.(to delete 10G disk space as example). 53

55 Adjust the number of the CPU cores and capacity of memory space Click [Update] button to complete operation. Click [Cancel] button to abort the operation. 54

56 To delete a designated VM of the cloud cluster, operation procedure is depicted below Select [Cloud] [Instance] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] button Select [VM to be deleted] Click [Delete] button For pop up confirmation dialog window, Click [OK] button. 55

57 6.3. Activation /VNC Connection/Real time Performance Monitoring/V M Deactivation VM adopts the VNC protocol to connect GUI based on web browser. In addition, this operation can activate or deactivate VM To activate designated VM of the cloud cluster, operation procedure is depicted below Select [Cloud] [Instance] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] button Check [any VM to be activated] Click [Start] button. 56

58 To connect VNC of the VM on the cloud cluster, operation procedure is depicted below Select [Cloud] [Instance] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] button Select [any VM for VNC connection]. 57

59 To real time monitor system performance of activated VM, operation procedure is depicted below Select [Cloud] [Instance] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] button Select [any VM under operation] at the icon:. 58

60 To activate designated VM of the cloud cluster, operation procedure is depicted below Select [Cloud] [Instance] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] button Check [VM to be deactivated] Click [Shutdown] button. 59

61 6.4. VM Transfer and Takeover The VM owner can transfer VM to other people through this procedure by acquiring the transfer code and inform the receiver to take it over To transfer VM, operation procedure is depicted below Select [Cloud] [Instance] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] button Check [any VM to be transferred] Click [Transfer instance] button. 60

62 Inform the receiver of the Transfer code Click [OK] button. 61

63 To receive a VM, operation procedure is depicted as follows Select [Cloud] [Instance] Select [Add drop down menu button] and Select [Retrieve transferred instance] Input the [Transfer code] and [Captcha code] (Select [Refresh] to try different Captcha) Select [Receive transferred instance] button. 62

64 6.5. VM Contract Renewal One month earlier before VM contract expires, system will display reminder of VM contract renewal and through this function to extend VM contract expiration date To renew a VM contract, operation procedure is depicted as follows Select [Cloud] [Instance] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] button Click [VM Extend] button Select [Time to extend in month] Click [OK] button. 63

65 7. Schedule Functional Module Through this functional module, manager can schedule the time that triggers the corresponding task execution at VM of the cloud cluster To add a new schedule task, operation procedure is depicted below. 64

66 Select [Schedule] Click [New schedule] button Fill in schedule application information. Each field is described below Repeats: to specify when the task will be execute, by exact time or recursive time pattern Action target: to specify which VM in the cloud cluster to execute this action task Action name: to specify the action item that designated VM will execute, e.g., activation, deactivation, and restart Click [Update] button Add and Delete an Existing Scheduled Task To edit an existing scheduled task, operation procedure is depicted below Select [Schedule]. 65

67 Select [any existing schedule] Modify schedule application information Click [Update] button To delete an existing schedule, operation procedure is depicted below Select [Schedule] Select [any existing scheduled task] Click [Delete] button. 66

68 8. Automation Functional Module Through this functional module, manager can configure the automation for VM to execute the operation based on the VM load in the cloud cluster To add a new automation plan, o peration procedure is depicted below. 67

69 Select [Automation] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] button Select [any designated VM Instance ] item Click [New rule] button Fill in automation application information. Each field is described as follows Rule criteria: to specify abnormal event type that triggers this automation Action Target: to specify which VM in the cloud cluster to execute this task Action name: to specify the action item that designated VM will execute, e.g., activation, deactivation, and restart Click [Create] button. 68

70 8.2. Edit and Delete Existing Automation Plan To edit existing automation plan, operation procedure is depicted below. 69

71 Select [Automation] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] button Select [any designated VM Instance ] Select [existing automation Rule ] Modify the automation application information Click [Update] button Delete existing automation, operation procedure is depicted below. 70

72 Select [Automation] Fill in virtual machine searching criteria (left empty to search for all) Click [Search] Select [any designated VM Instance ] Select [any automation Rule ] Click [Delete] button. 9. Report Functional Module 9.1. Cloud Cluster Report Following items are look up filter to query/download cloud cluster related resource : Host status: to indicate any activated/deactivated VM Host under execution: to indicate all activated VMs Resource utilization status: : VM resource utilization and analysis Operation procedure for status query is depicted below. 71

73 Select [Report] Select [Cloud cluster report] Choose the lookup criteria Click [Search] to query or [download] report in PDF file Error Report Following items are look up filter to query/download cloud cluster related resource: Idle Hoste: indicates all deactivated VMs Idle Billing Plan: indicated a billing plan not used by any VM Operation Procedure: 72

74 Select [Report] Select [Error Report] Choose Type Searching criteria in the drop down menu Click [Search] for instant query or [download] report in PDF file Accounting To execute accounting of resource utilization of the VM, operation procedure is depicted below. 73

75 Select [Report] Select [Execute Account] Fill in basic information of the billing. Fields are depicted below Host name: indicates the chosen VM in the cloud cluster Account date: is one day earlier before this report query Click [Execute Account] button Charge Report To offer charge report based on chargeback profile configured to the VM and contract expiration date, operation procedure is depicted below. 74

76 Select [Report] Select [Charge report] Fill in lookup criteria. Fields are depicted below Host name: indicates the chosen VM in the cloud cluster Account date: is one day earlier before this report query Click [Search] to check result Click any report in the result list to view detail Click [Download] to download PDF file. 75

77 9.5. Bill Report To offer billing calculation based on utilization of software and hardware resource that VM uses, operation procedure is depicted below Select [Report] Select [Bill report] Fill in searching criteria. 76

78 Select [Search] to check result or [Download] PDF file. 10. Dashboard The GUI analysis data of cloud cluster utilization can be periodically and automatically updated To configure automatically update interval for the dashboard to periodically refresh information, operation procedure is depicted below (taking Pool information as an example) Select [Dashboard] menu Select [Refresh drop down menu] button to choose update interval. 77

79 78

80 11. Miscellaneous For other auxiliary functionality, select the Infinities drop down box indicated by the rectangle in the following figure to expand the menu tree. 79

81 11.1. Profile To modify login information of the user, operation procedure is depicted below Select [Profile] Modify user information Click [Update] button. 80

82 11.2. Language To configure multi language, operation procedure is depicted below Select [Language] Select [any language to change]. 81

83 11.3. Full Screen Procedure for web display mode: Click [Full screen] to display in fullscreen mode Tap ESC to leave from [Full screen] mode. 82

84 11.4. Logout Procedure of logout: Click [Logout] Logout successfully and return to homepage. 83

85 11.5. About Operation Procedure to query About information: Select [About] Click [Close] button to exit. 84

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