ElasterStack 3.2 User Administration Guide - Advanced Zone With Advance Zone Configuration TCloud Computing Inc. 6/22/2012 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... 3 Introduction to TCloud ElasterStack... 3 ElasterStack Basic Components... 3 Operating ElasterStack... 5 1. Login Management Server... 5 2. Template Management... 7 2.1 Add Template... 7 2.2 Delete Template... 8 3. ISO Image Management... 9 3.1 Add ISO... 9 3.2 Delete ISO... 9 3.3 Attach ISO... 9 3.4 Detach ISO... 10 4. Instance Management... 11 4.1 Launch New Instance... 11 4.2 Start Instance... 18 4.3 Reboot Instance... 18 4.4 Stop Instance... 19 4.5 Destroy Instance... 19 4.6 Login Instance... 19 4.7 Restore Instance... 20 5. Volume Management... 20 5.1 Add Volume... 20 5.2 Attach Disk... 21 5.3 Detach Disk... 22 5.4 Delete Volume... 22 6. Snapshot Management... 24 6.1 Take Snapshot... 24 6.2 Recurring Snapshot... 24 6.3 Delete Snapshot... 25 6.4 Restore Snapshot... 26 1
7 Download Template, ISO file and Volume... 29 8 Network Management... 30 8.1 Port Forwarding... 30 8.2 Load Balancer... 30 8.3 Enable VPN... 32 9 Accounts, Domain and Events... 34 Appendix: ElasterStack Supported Operation System Types... 36 2
Document Overview This document is to help ElasterStack domain administrator and user to understand how to manage ElasterStack computing resources. The content includes procedures of using ElasterStack instance, managing template and ISO, configuring network and so on Introduction to TCloud ElasterStack 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 use ElasterStack to improve the efficiency and management of IT resources. It also simplifies of IT resource demands for users. ElasterStack enables service providers to set up cloud computing service that is similar to Amazon EC2 service. It also allows Enterprise to build an on-premise private cloud. ElasterStack Basic Components Before using ElasterStack domain services, you might want to understand the basic ElasterStack components. ElasterStack components include virtual machine instance, template, storage, network and event. This section will give a brief description of these components. Template A template is an operation system (OS) image that user can select from ElasterStack template repository and launch a new virtual machine. The instance is another copy of the template. User can deploy multiple instances with the same template. Public templates are provided by ElasterStack service provider (like popular Linux and Windows OS) or upload user-created template. Instance An ElasterStack instances can be created from template or installed by operation system ISO file. When launching a new instance, user can make a variety of options from 3
provisioned computing characteristics and capabilities (e.g. service offering, disk offering, network offering, and so on ) Storage When user creates a new instance from template or OS ISO file, the instance comes with a predefined storage volume. ElasterStack includes two types of storage component volume and snapshot. A volume is a virtual machine storage which can be a root disk or additional data disk. A snapshot is a replication of volume of root and data. User can use snapshot to create new volume to recover files, or create template to restore virtual machine. Network Each instance created by user will use a shared NAT router to access Internet. Instance is isolated from virtual networks of other accounts. The NAT router is also the firewall, VPN gateway, load balancer, DHCP and DNS server. User can configure advanced networking rules such as port forwarding, load balancer, and VPN connection. Extra tagged and direct attached network are supported. ElasterStack will launch another virtual router for the tagged and direct attached VLAN. Please contact ElasterStack service provider if you require the feature of direct attached networking. Event From ElasterStack management console, account user can find standard events which log the success or failure of jobs or operation, and user login and logout. 4
Operating ElasterStack To use ElasterStack, user must first login ElasterStack Management Server. Management Server provides web user interface for ElasterStack account, instance, and resource operations. It is also an API platform for user to create advanced or automatic management tools. 1. Login Management Server To login Management Server, please use AJAX-supported browsers including Chrome, IE7, IE8, IE9, Firefox 3.5+, Firefox 4, Safari 4, and Safari 5, and then login your username, password, and domain. 5
User is granted to use a number of features: Dashboard: Review resource usage and significant logs. Instances: Manage your virtual machines hosted in the ElasterStack platform. Storage: Manage physical storages like volumes and snapshots. Network: Manage network provision setting and its functions. Templates: Manage template and ISO image files for new virtual instances. Accounts: Manage your account information. Domains: Manage your domain. Events: Review administration, instance, and system logs. 6
2. Template Management Template has all information necessary to boot an instance, and is a reusable virtual disk image for creation of new virtual machine that includes operation system, applications, configurations, and any preliminaries in your application systems running in ElasterStack. Pubic templates in Templates Feature Templates are provided by ElasterStack service provider. User is eligible to launch new instances from these templates. User can also upload customized template or delete unused template. 2.1 Add Template To upload your templates 1 to the ElasterStack, user need to save customized templates in a web server. For example, you have a Windows server template and is located at http://<web server>/<windows server template file> (1) Login ElasterStack web console. From left-panel, select Templates Templates My Templates (2) On top of the main panel, click Add Template. (3) Enter the settings of the template, and then click Add. 1 If your OS type of template is Windows, it is recommended installing Windows Paravirtualized Drivers before uploading to ElasterStack. 7
(4) Wait until the template uploaded to your template repository, and then you can launch a new instance from the template. 2.2 Delete Template (1) Expand Templates Templates My Templates, then select template you want to remove. Click Delete Template in Actions. (2) Click Confirmation to confirm your deletion. 8
3. ISO Image Management ISO image is available, stored in ElasterStack template repositories, and similar to templates. ISO images can be bootable or unbootable disks. For example, operation System installation CD/DVD is a bootable ISO file, while software installation CD/DVD is an unbootable disk. User can find essential ISO files provided by ElasterStack service provider in Templates ISOs Featured ISOs, and user can upload or delete ISO files. Like template operation, ElasterStack will download ISO files from your web server. 3.1 Add ISO (1) Login ElasterStack console. Expand Templates ISOs My ISOs (2) Click Add ISO from top of the main panel. (3) Enter the settings of the ISO file, and then click Add. 3.2 Delete ISO (1) Expand Templates ISOs My ISOs (2) Select unused ISO image, and then from Actions click Delete ISO (3) Click Confirmation to confirm your deletion. 3.3 Attach ISO To attach an ISO to your instance 2, please follow the steps below. (1) Select the instance you want to attach ISO file from Instances My Instances (2) Select Attach ISO in Actions (3) In Attach ISO console, select the ISO file you want to attach, and then click OK. 2 Each instance allows attaching only one ISO file. 9
(4) Click Confirmation to confirm your deletion. (5) Please wait until the process is successes 3.4 Detach ISO (1) Select the instance you want to detach ISO file from Instances My Instances (2) Click Ok to confirm your detachment. 10
4. Instance Management This section describes how to operate virtual machine. Within domain and account resource limitation, user can create, start, stop, destroy, and restore virtual machine. Please refer the state diagram below for the detail operation. 4.1 Launch New Instance User can launch new instance from template or bootable ISO image. 4.1.1 To Launch Instance by Template (1) Login ElasterStack console, and then expand Instances My Instances. From top action panel, select Add Instance to start instance creation wizard. (2) In Step 1: Select Template, choose an available operation system, and then click Go to Step 2. 11
(3) In Step 2: Service Offering, select an available system offering 3, and then click Go to Step 3. (4) In Step 3: Data Disk Offering 4, select a storage offering if your instance needs extra disk volume (or select No Thanks.) Click Go to Step 4. (5) In Step 4: Network, select Virtual Network as primary network for your virtual machine. And then click Go to Step 5 to review your settings. 3 System Offering has a list of pre-defined hardware specs. In demo environment, Medium Instance is equipped single 1 GHz CPU and 1 GB RAM. Small Instance is single 500 MHz CPU and 512 MB RAM. 4 Disk Offering provides extra disk space for virtual instance. 12
(6) In Step 5: Review, you can enter an identity name and group name. After verifying your configuration, please click Submit to start new instance. It takes a short time for your instance to start. (7) Check the status of the instance. It should be Running. 13
4.1.2 To Launch Instance by ISO (1) Login ElasterStack console, and then expand Instances My Instances. From top action panel, select Add Instance to start instance creation wizard. (2) In Step 1: Select Template, click ISO Boot, and then select the booting ISO you want to use. Go to Step 2. (3) In Step 2: Service Offering, select an available system offering 5, and then click Go to Step 3. 5 System Offering has a list of pre-defined hardware specs. In demo environment, Medium Instance is equipped single 1 GHz CPU and 1 GB RAM. Small Instance is single 500 MHz CPU and 512 MB RAM. 14
(4) In Step 3: Data Disk Offering 6, check No Thanks, and then click Go to Step 4. (5) In Step 4: Network, select Virtual Network as primary network for your virtual machine. And then click Go to Step 5 to review your settings. 6 Disk Offering provides extra disk space for virtual instance. 15
(6) In Step 5: Review, you can enter an identity name and group name. After verifying your configuration, please click Submit to start new instance. It takes a short time for your instance to start. (7) Check the status of the instance. It should be Running. Unlike virtual machine created from template, user should complete all system configurations. In instance main panel, please click console icon and allow the popup VNC window to setup parameters of new operation system. 16
(8) After completing the configuration of operation system, select Detach ISO in Actions. 4.1.3 Windows Paravirtualized Drivers If the instance is Windows operating system, it is strongly recommended installing Windows para-virtualized drivers (VMWare or XenServer tools). User can determine the hosting hypervisor type when select a template or ISO file. 17
To install Windows para-virtualized drivers, please attach xen-pv-drv.iso if your system is running in XenServer, or attach VMWare Tools Installer ISO for VMWare host. 4.2 Start Instance (1) Expand Instances My Instances, and then click instance you would like to start. (2) Select Start from Actions panel, and then click Confirmation to start instance. (3) Please wait until the system is up and running. 4.3 Reboot Instance Select an instance and then click Reboot Instance from Actions panel. The instance will be restarted. 18
4.4 Stop Instance From Actions panel, select Stop and confirm your operation. The instance will be stopped. 4.5 Destroy Instance Select the instance you want to destroy, and then click Destroy Instance from Actions panel. Click Confirmation to destroy. The instance will be destroyed. The attached disk volumes will not be deleted until data retention timeout. 4.6 Login Instance ElasterStack provides a console view via the web UI which allows user's browser to remote access instance. To login virtual machine: (1) Expand Instances My Instances, and then select the instance you want to manage (2) In the main panel, click console icon and allow the popup VNC window. (3) User is now able to use VNC console to operate the instance. 7 7 User can also configure port forwarding (SSH or Windows RDP) and VPN on virtual router to access machine in domain. 19
4.7 Restore Instance To restore destroyed instance, click an instance which has the status Destroyed. Select Restore Instance from Actions panel, and then click Confirmation. The instance should be then restored. The destroyed virtual machine cannot be restored after data retention timeout. 5. Volume Management Each virtual machine has root disk volume and optional data disk volume. To manage disk volumes, please click Storage Volumes from management console. 5.1 Add Volume Domain administrator and user can attach new disk volume to any instance. 20
(1) Click Add Volume from top of the main panel. (2) Enter name and select a Disk Offering, and then click Add. (3) New volume is created. 5.2 Attach Disk Please follow the steps below to attach the newly created disk volume. (1) Select the additional disk volume, and then click Attach Disk from Actions. (2) In the Attach Disk window, choose the instance where you want to attach the volume. 21
(3) Click OK. The virtual instance will detect new disk storage 8. 5.3 Detach Disk Select the volume you want to detach, and then click Detach Disk from Actions. The volume will be detached from the instance. 5.4 Delete Volume (1) From left-panel, select Storages Volumes (2) Select the detached volume you want to delete, and then in Actions click Delete Volume 8 For Windows instance, you will need to reboot the instance to detect the attached disk. 22
(3) Click Confirmation to confirm your deletion. 23
6. Snapshot Management ElasterStack supports snapshot for OS volume and data volume. Snapshot files can be used to create new volume or new template. 6.1 Take Snapshot You can take snapshot from Instance My Instances <your_ instance> Volumes <specified_volume> or Storage Volumes <specified_volume> (1) Select volume you want to take snapshot. (2) From Actions, click Take Snapshot. (3) Click Confirmation. 6.2 Recurring Snapshot You can configure a recurring snapshot policy to automatically create multiple snapshots of a volume at regular intervals. Snapshots can be created on hourly, daily, weekly, or monthly intervals. (1) From Storage Volumes, select the disk volume which you would like to take recurring snapshot. (2) Setup the recurring snapshot schedule (e.g. take snapshot daily at 1:00 AM, and keep 2 copies) 24
(3) Click Apply to confirm the configuration. 6.3 Delete Snapshot (1) From Storage Snapshots, select the snapshot you want to delete (2) In Actions, click Delete Snapshot. (3) Click Confirmation to complete the deletion. 25
6.4 Restore Snapshot The two paths to restoring snapshots are: restore data disk volume and restore root disk volume. 6.4.1 Restore Data Disk Volume (1) Select data disk snapshot to restore from Storage Snapshots (2) In Actions panel, click Create Volume (3) Give name of the volume, and then click Add (4) Select the volume from Storage Volumes 26
(5) Click Attach Disk from Actions panel, and then choose the instance to attach 9. (6) Click OK. Restart the instance as needed. 6.4.2 Restore Rood Disk Volume A template is created from the snapshot of a bootable root disk. And user then launches a new VM from the template to restore the instance (1) Select the root volume snapshot to restore from Storage Snapshots (2) In Actions panel, click Create Template 9 Please detach the original data disk volume from the instance first. 27
(3) User will need to fill the form and specify operation system type 10 to create bootable template from snapshot. (4) Click Add and wait until the template is succeeded created. (5) Follow the steps in To Launch Instance by Template to restore the instance. 10 Please refer to Appendix A for ElasterStack supported OS type. If your system is not in the table of Appendix A, please select Other (32-bit) for 32-bit operating system or Other (64-bit) for 64-bit operating system. 28
7 Download Template, ISO file and Volume You can download template, ISO, and volume files. (1) Select file you want to download in template, ISO, or volume. (2) Click download in Actions (3) ElasterStack will generate the download link 11. 11 The link is only available in a period of time. If it expires, you need to request the download again from Actions. 29
8 Network Management A virtual network environment (VLAN) is assigned to user domain environment. The VLAN is capable of providing DNS, DHCP, gateway, NAT, port forwarding, load balancing, and VPN services. With larger provisioned networking quota, user can increase the network capacity. 8.1 Port Forwarding By default, the external network traffic cannot directly access your domain hosts in ElasterStack cloud. To render Internet services (such as HTTP, FTP, SMTP and so on), you can forward external traffic to specific virtual machine by port forwarding. (1) From Network IP Address, select the IP address that will host your service. In the IP Address main panel, select Port Forwarding tab. (2) Please configure the required fields: Source CIDR: Enter the source IP range that allows accessing port forwarding. Leave empty to allow all traffic. Public Port: specify the external port Private Port: specify the internal port Instance: please enter your virtual instance which will provide Internet service (3) Click Add to create forwarding rule. To access Windows Operating Systems, user can enable Remote Desktop Protocol (RDP) port forwarding (TCP 3389) to operate Windows instance. To access Linux by Secure Shell (SSH), user can configure TCP 22 port forwarding. Please remove unused forwarding rule by Delete in Port Forwarding panel. 8.2 Load Balancer ElasterStack implements a TCP-level load balancer. The available policies are round-robin, least connection, and source IP. (1) From Network IP Address, select the IP address that will host your service. In the IP Address main panel, select Load Balancer tab. (2) Please fill in the required fields: 30
Name: Enter name of the load balancing rule Public Port: specify the external port Private Port: specify the internal port Algorithm: select load balancing policy (3) Click Add to create load balancing rule. (4) To assign virtual instance for load balancer, click Manage in the newly created load balancing rule (5) Select a virtual machine, and then click Assign. (6) Click Manage again and assign another virtual instance into the load balancer. 31
8.3 Enable VPN The VPN provides by ElasterStack is L2TP-based service. VPN allows you to connect virtual network from your Windows and Mac OS. (1) From Network IP Address, select the IP address that will host your service. In the IP Address main panel, VPN tab. (2) A message is popup. Please click Enabled to enable VPN access. (3) You can find VPN server address and IPSec pre-shared key from VPN panel. (4) To create username to access VPN service. Please select Add User from Actions. (5) Enter username and password, and then click Add to create user. 32
(6) Virtual network VPN access is now configured. In Windows VPN Properties Security configuration, please use L2TP and enter the predefined key for authentication. 33
9 Accounts, Domain and Events To view account details and user information, please select Accounts My Accounts <your_username>. If user is granted to use ElasterStack API 12, API Key and Secret Key will be showed in Users tab. To review domain details, please select Domains <your_domain_name>. User can also find the computing resource limits (number of instance, IP, volume, snapshot and template) from Domains panel. 12 Please refer to ElasterStack 3.x User API Developer Guide 34
There are two types of events standard events and long running job events. Standard events contain success or failure of an event, job, or processes. Job events log when job starting, pending, or completing. User can gain more operational information from the event logs. User can use ElasterStack event log query to search specific events. 35
Appendix: ElasterStack Supported Operation System Types Operation System Minimum RAM Maximum RAM Minimum Disk space Windows 7 32-bit 1GB 4GB 16GB Windows 7 64-bit 2GB 32GB 20GB Windows Server 2008 R2 512MB 32GB 32GB Windows Server 2008 32-512MB 32GB 10GB bit/64-bit Windows Vista 32-bit 1GB 4GB 16GB Windows Server 2003 256MB 32GB 2GB Windows XP SP2 or SP3 256MB 32GB 1.5GB Windows 2000 SP4 256MB 32GB 2GB CentOS 4.5, 4.6, 4.7 256MB 16GB 800MB CentOS 5.0, 5.1, 5.3, 5.4 512MB 16GB 800MB Red Hat Enterprise Linux 4.5, 256MB 16GB 800MB 4.6, 4.7, 4.8 Ret Hat Enterprise Linux 5.0, 512MB 16GB 800MB 5.1, 5.2, 5.3, 5.4 SUSE Linux Enterprise Server 256MB 32GB 1GB 89SP2/3/4 SUSE Linux Enterprise Server 10 512MB 32GB 1.5GB SP1/2, 11 Oracle Enterprise Linux 5.0, 5.1, 512MB 16GB 800MB 5.2, 5.3, 5.4 Debian Lenny 128MB 32GB 4GB 36