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.. Licensed to the Apache Software Foundation (ASF) under one
or more contributor license agreements. See the NOTICE file
distributed with this work for additional information#
regarding copyright ownership. The ASF licenses this file
to you under the Apache License, Version 2.0 (the
"License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing,
software distributed under the License is distributed on an
"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
KIND, either express or implied. See the License for the
specific language governing permissions and limitations
under the License.
.. _Configuring_your_CloudStack_Installation:
Configuring your CloudStack Installation
========================================
This section tells how to add regions, zones, pods, clusters, hosts,
storage, and networks to your cloud. If you are unfamiliar with these
entities, please begin by looking through :ref:`infrastructure-overview`
Overview of Provisioning Steps
------------------------------
After the Management Server is installed and running, you can add the
compute resources for it to manage. For an overview of how a CloudStack
cloud infrastructure is organized, see :ref:`infrastructure-overview`
To provision the cloud infrastructure, or to scale it up at any time,
follow these procedures:
#. Define regions (optional). See :ref:`adding-regions`.
#. Add a zone to the region. See :ref:`adding-a-zone`.
#. Add more pods to the zone (optional). See :ref:`adding-a-pod`.
#. Add more clusters to the pod (optional). See :ref:`adding-a-cluster`.
#. Add more hosts to the cluster (optional). See :ref:`adding-a-host`.
#. Add primary storage to the cluster. See :ref:`add-primary-storage`.
#. Add secondary storage to the zone. See :ref:`add-secondary-storage`.
#. Initialize and test the new cloud. See :ref:`initialize-and-test`.
When you have finished these steps, you will have a deployment with the
following basic structure:
|provisioning-overview.png: Conceptual overview of a basic deployment|
.. _adding-regions:
Adding Regions (optional)
-------------------------
Grouping your cloud resources into geographic regions is an optional
step when provisioning the cloud. For an overview of regions, see :ref:`about-regions`
The First Region: The Default Region
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If you do not take action to define regions, then all the zones in your
cloud will be automatically grouped into a single default region. This
region is assigned the region ID of 1. You can change the name or URL of
the default region by displaying the region in the CloudStack UI and
clicking the Edit button.
Adding a Region
~~~~~~~~~~~~~~~
Use these steps to add a second region in addition to the default
region.
#. Each region has its own CloudStack instance. Therefore, the first
step of creating a new region is to install the Management Server
software, on one or more nodes, in the geographic area where you want
to set up the new region. Use the steps in the Installation guide.
When you come to the step where you set up the database, use the
additional command-line flag ``-r <region_id>`` to set a region ID
for the new region. The default region is automatically assigned a
region ID of 1, so your first additional region might be region 2.
.. parsed-literal::
# cloudstack-setup-databases cloud:<dbpassword>@localhost --deploy-as=root:<password> -e <encryption_type> -m <management_server_key> -k <database_key> -r <region_id>
#. By the end of the installation procedure, the Management Server
should have been started. Be sure that the Management Server
installation was successful and complete.
#. Now add the new region to region 1 in CloudStack.
#. Log in to CloudStack in the first region as root administrator
(that is, log in to <region.1.IP.address>:8080/client).
#. In the left navigation bar, click Regions.
#. Click Add Region. In the dialog, fill in the following fields:
- ID. A unique identifying number. Use the same number you set in
the database during Management Server installation in the new
region; for example, 2.
- Name. Give the new region a descriptive name.
- Endpoint. The URL where you can log in to the Management Server
in the new region. This has the format
<region.2.IP.address>:8080/client.
#. Now perform the same procedure in reverse. Log in to region 2, and
add region 1.
#. Copy the account, user, and domain tables from the region 1 database
to the region 2 database.
In the following commands, it is assumed that you have set the root
password on the database, which is a CloudStack recommended best
practice. Substitute your own MySQL root password.
#. First, run this command to copy the contents of the database:
.. parsed-literal::
# mysqldump -u root -p<mysql_password> -h <region1_db_host> cloud account user domain > region1.sql
#. Then run this command to put the data onto the region 2 database:
.. parsed-literal::
# mysql -u root -p<mysql_password> -h <region2_db_host> cloud < region1.sql
#. Remove project accounts. Run these commands on the region 2 database:
.. parsed-literal::
# mysql> delete from account where type = 5;
#. Set the default zone as null:
.. parsed-literal::
# mysql> update account set default_zone_id = null;
#. Restart the Management Servers in region 2.
Adding Third and Subsequent Regions
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To add the third region, and subsequent additional regions, the steps
are similar to those for adding the second region. However, you must
repeat certain steps additional times for each additional region:
#. Install CloudStack in each additional region. Set the region ID for
each region during the database setup step.
.. parsed-literal::
cloudstack-setup-databases cloud:<dbpassword>@localhost --deploy-as=root:<password> -e <encryption_type> -m <management_server_key> -k <database_key> -r <region_id>
#. Once the Management Server is running, add your new region to all
existing regions by repeatedly using the Add Region button in the UI.
For example, if you were adding region 3:
#. Log in to CloudStack in the first region as root administrator
(that is, log in to <region.1.IP.address>:8080/client), and add a
region with ID 3, the name of region 3, and the endpoint
<region.3.IP.address>:8080/client.
#. Log in to CloudStack in the second region as root administrator
(that is, log in to <region.2.IP.address>:8080/client), and add a
region with ID 3, the name of region 3, and the endpoint
<region.3.IP.address>:8080/client.
#. Repeat the procedure in reverse to add all existing regions to the
new region. For example, for the third region, add the other two
existing regions:
#. Log in to CloudStack in the third region as root administrator
(that is, log in to <region.3.IP.address>:8080/client).
#. Add a region with ID 1, the name of region 1, and the endpoint
<region.1.IP.address>:8080/client.
#. Add a region with ID 2, the name of region 2, and the endpoint
<region.2.IP.address>:8080/client.
#. Copy the account, user, and domain tables from any existing region's
database to the new region's database.
In the following commands, it is assumed that you have set the root
password on the database, which is a CloudStack recommended best
practice. Substitute your own MySQL root password.
#. First, run this command to copy the contents of the database:
.. parsed-literal::
# mysqldump -u root -p<mysql_password> -h <region1_db_host> cloud account user domain > region1.sql
#. Then run this command to put the data onto the new region's
database. For example, for region 3:
.. parsed-literal::
# mysql -u root -p<mysql_password> -h <region3_db_host> cloud < region1.sql
#. Remove project accounts. Run these commands on the region 3 database:
.. parsed-literal::
mysql> delete from account where type = 5;
#. Set the default zone as null:
.. parsed-literal::
mysql> update account set default_zone_id = null;
#. Restart the Management Servers in the new region.
Deleting a Region
~~~~~~~~~~~~~~~~~
Log in to each of the other regions, navigate to the one you want to
delete, and click Remove Region. For example, to remove the third region
in a 3-region cloud:
#. Log in to <region.1.IP.address>:8080/client.
#. In the left navigation bar, click Regions.
#. Click the name of the region you want to delete.
#. Click the Remove Region button.
#. Repeat these steps for <region.2.IP.address>:8080/client.
.. _adding-a-zone:
Adding a Zone
-------------
When you add a new zone, you will be prompted to configure the zone’s
physical network and add the first pod, cluster, host, primary storage,
and secondary storage.
#. Log in to the CloudStack UI as the root administrator. See :ref:`log-in-to-ui`.
#. In the left navigation, choose Infrastructure.
#. On Zones, click View More.
#. Click Add Zone. The zone creation wizard will appear.
#. Choose one of the following zone types:
- **Core.** Core Zones are intended for Datacenter based deployments and allow the full range of Networking and other functionality in Apache CloudStack. Core zones have a number of prerequisites and rely on the presence of shared storage and helper Instances. For more information see :ref:`core-zone`.
- **Edge.** Edge Zones are lightweight zones, designed for deploying in edge computing scenarios. They are limited in functionality but have far fewer prerequisites than core zones. Please refer to :ref:`edge-zone`.
#. If Core Zone is selected, choose one of the following network types:
- **Basic.** For AWS-style networking. Provides a single network
where each instance is assigned an IP directly from the
network. Guest isolation can be provided through layer-3 means
such as security groups (IP address source filtering).
- **Advanced.** For more sophisticated network topologies. This
network model provides the most flexibility in defining guest
networks and providing custom network offerings such as firewall,
VPN, or load balancer support.
- **Security Groups.** You can choose to enable Security Groups in your zone.
For further informations regarding Security Groups and there prequesits
please refer to the Security Groups section in the documentation.
#. The rest of the steps differ depending on whether you chose Basic or
Advanced. Continue with the steps that apply to you:
- `“Basic Zone Configuration” <#basic-zone-configuration>`_
- `“Advanced Zone Configuration” <#advanced-zone-configuration>`_
.. note::
Since CloudStack 4.20.1, it is possible to specify the preferred architecture type for a zone for deployment of system VM including virtual routers. Zone setting - *system.vm.preferred.architecture* can be updated for this. The server will first try deployment on the preferred architecture and if it fails then will attempt on other architecture hosts.
Administrator can also register ROUTING template with the same name for different architectures to allow deployment across them depending on the compute capacity. For other system VMs, server will attempt deployment using different architecture templates available.
Basic Zone Configuration
~~~~~~~~~~~~~~~~~~~~~~~~
#. After you select Basic in the Add Zone wizard and click Next, you
will be asked to enter the following details. Then click Next.
- **Name.** A name for the zone.
- **DNS 1 and 2.** These are DNS servers for use by Guest Instances in the
zone. These DNS servers will be accessed via the public network
you will add later. The public IP addresses for the zone must have
a route to the DNS server named here.
- **Internal DNS 1 and Internal DNS 2.** These are DNS servers for
use by system VMs in the zone (these are instances used by CloudStack
itself, such as virtual routers, console proxies, and Secondary
Storage VMs.) These DNS servers will be accessed via the
management traffic network interface of the System VMs. The
private IP address you provide for the pods must have a route to
the internal DNS server named here.
- **Hypervisor.** (Introduced in version 3.0.1) Choose the
hypervisor for the first cluster in the zone. You can add clusters
with different hypervisors later, after you finish adding the
zone.
- **Network Offering.** Your choice here determines what network
services will be available on the network for Guest Instances.
.. cssclass:: table-striped table-bordered table-hover
=============================================== ===================================================================================================================
Network Offering Description
=============================================== ===================================================================================================================
DefaultSharedNetworkOfferingWithSGService If you want to enable security groups for guest traffic isolation, choose this. (See Using Security Groups to Control Traffic to instances.)
DefaultSharedNetworkOffering If you do not need security groups, choose this.
DefaultSharedNetscalerEIPandELBNetworkOffering If you have installed a Citrix NetScaler appliance as part of your zone network, and you will be using its Elastic IP and Elastic Load Balancing features, choose this. With the EIP and ELB features, a basic zone with security groups enabled can offer 1:1 static NAT and load balancing.
=============================================== ===================================================================================================================
- **Network Domain.** (Optional) If you want to assign a special
domain name to the Guest Instance network, specify the DNS suffix.
- **Public.** A public zone is available to all users. A zone that
is not public will be assigned to a particular domain. Only users
in that domain will be allowed to create Guest Instances in this zone.
#. Choose which traffic types will be carried by the physical network.
The traffic types are management, public, guest, and storage traffic.
For more information about the types, roll over the icons to display
their tool tips, or see Basic Zone Network Traffic Types. This screen
starts out with some traffic types already assigned. To add more,
drag and drop traffic types onto the network. You can also change the
network name if desired.
.. note::
Starting with CloudStack version 4.21.0 and 4.20.2, the behavior of
VLAN and networking configuration for the storage traffic type in KVM
zones has changed. When a VLAN tag is specified for storage traffic,
a new vNet interface will be created on the storage bridge.
This change in behavior may require administrators to review their
existing configurations. For environments where a dedicated storage
bridge is used and the creation of an additional vNet interface is not
desired, the traffic type configuration must be updated to clear the
VLAN tag.
#. Assign a network traffic label to each traffic type on the physical
network. These labels must match the labels you have already defined
on the hypervisor host. To assign each label, click the Edit button
under the traffic type icon. A popup dialog appears where you can
type the label, then click OK.
These traffic labels will be defined only for the hypervisor selected
for the first cluster. For all other hypervisors, the labels can be
configured after the zone is created.
#. Click Next.
#. (NetScaler only) If you chose the network offering for NetScaler, you
have an additional screen to fill out. Provide the requested details
to set up the NetScaler, then click Next.
- **IP address.** The NSIP (NetScaler IP) address of the NetScaler
device.
- **Username/Password.** The authentication credentials to access
the device. CloudStack uses these credentials to access the
device.
- **Type.** NetScaler device type that is being added. It could be
NetScaler VPX, NetScaler MPX, or NetScaler SDX. For a comparison
of the types, see About Using a NetScaler Load Balancer.
- **Public interface.** Interface of NetScaler that is configured to
be part of the public network.
- **Private interface.** Interface of NetScaler that is configured
to be part of the private network.
- **Number of retries.** Number of times to attempt a command on the
device before considering the operation failed. Default is 2.
- **Capacity.** Number of guest networks/accounts that will share
this NetScaler device.
- **Dedicated.** When marked as dedicated, this device will be
dedicated to a single account. When Dedicated is checked, the
value in the Capacity field has no significance – implicitly, its
value is 1.
#. (NetScaler only) Configure the IP range for public traffic. The IPs
in this range will be used for the static NAT capability which you
enabled by selecting the network offering for NetScaler with EIP and
ELB. Enter the following details, then click Add. If desired, you can
repeat this step to add more IP ranges. When done, click Next.
- **Gateway.** The gateway in use for these IP addresses.
- **Netmask.** The netmask associated with this IP range.
- **VLAN.** The VLAN that will be used for public traffic.
- **Start IP/End IP.** A range of IP addresses that are assumed to
be accessible from the Internet and will be allocated for access
to Guest Instances.
#. In a new zone, CloudStack adds the first pod for you. You can always
add more pods later. For an overview of what a pod is, see :ref:`about-pods`
.. note::
The network described below must be a subnet of the physical network marked as type "management".
To configure the first pod, enter the following, then click Next:
- **Pod Name.** A name for the pod.
- **Reserved system gateway.** The gateway for the hosts in that
pod.
- **Reserved system netmask.** The network prefix that defines the
pod's subnet. Use CIDR notation.
- **Start/End Reserved System IP.** The IP range in the management
network that CloudStack uses to manage various system VMs, such as
Secondary Storage VMs, Console Proxy VMs, and DHCP. For more
information, see System Reserved IP Addresses.
#. Configure the network for guest traffic. Provide the following, then
click Next:
- **Guest gateway.** The gateway that the guests should use.
- **Guest netmask.** The netmask in use on the subnet the guests
will use.
- **Guest start IP/End IP.** Enter the first and last IP addresses
that define a range that CloudStack can assign to guests.
- We strongly recommend the use of multiple NICs. If multiple
NICs are used, they may be in a different subnet.
- If one NIC is used, these IPs should be in the same CIDR as the
pod CIDR.
#. In a new pod, CloudStack adds the first cluster for you. You can
always add more clusters later. For an overview of what a cluster is,
see About Clusters.
To configure the first cluster, enter the following, then click Next:
- **Hypervisor.** (Version 3.0.0 only; in 3.0.1, this field is read
only) Choose the type of hypervisor software that all hosts in
this cluster will run. If you choose VMware, additional fields
appear so you can give information about a vSphere cluster. For
vSphere servers, we recommend creating the cluster of hosts in
vCenter and then adding the entire cluster to CloudStack. See Add
Cluster: vSphere.
- **Cluster name.** Enter a name for the cluster. This can be text
of your choosing and is not used by CloudStack.
#. In a new cluster, CloudStack adds the first host for you. You can
always add more hosts later. For an overview of what a host is, see
About Hosts.
.. note::
When you add a hypervisor host to CloudStack, the host must not have
any instances already running.
Before you can configure the host, you need to install the hypervisor
software on the host. You will need to know which version of the
hypervisor software version is supported by CloudStack and what
additional configuration is required to ensure the host will work
with CloudStack. To find these installation details, see:
- Citrix XenServer Installation and Configuration
- VMware vSphere Installation and Configuration
- KVM vSphere Installation and Configuration
To configure the first host, enter the following, then click Next:
- **Host Name.** The DNS name or IP address of the host.
- **Username.** The username is root.
- **Password.** This is the password for the user named above (from
your XenServer or KVM install).
One additional facility that is available in case of KVM is, host can also be added
using CloudStack's SSH key without having to provide host password.
Before adding the host in CloudStack do the following,
- Copy the SSH public key from /var/cloudstack/management/.ssh/id_rsa.pub on the management server
- Add the copied key to /root/.ssh/authorized_keys file on the host
Select "System SSH Key" and proceed with next steps.
- **Host Tags.** (Optional) Any labels that you use to categorize
hosts for ease of maintenance. For example, you can set this to
the cloud's HA tag (set in the ha.tag global configuration
parameter) if you want this host to be used only for instances with the
"high availability" feature enabled. For more information, see
HA-Enabled Instances as well as HA for Hosts.
#. In a new cluster, CloudStack adds the first primary storage server
for you. You can always add more servers later. For an overview of
what primary storage is, see About Primary Storage.
To configure the first primary storage server, enter the following,
then click Next:
- **Name.** The name of the storage device.
- **Protocol.** For XenServer, choose either NFS, iSCSI, or
PreSetup. For KVM, choose NFS, SharedMountPoint,CLVM, RBD, FiberChannel or custom (for PowerFlex). For
vSphere choose either VMFS (iSCSI or FiberChannel) or NFS. The
remaining fields in the screen vary depending on what you choose
here.
Advanced Zone Configuration
~~~~~~~~~~~~~~~~~~~~~~~~~~~
For Advanced zone, you may chose to select Edge which will allow creating an Edge Zone. If Edge is not selected then wizard will continue creating a Core zone.
.. _core-zone:
Core Zone
*********
#. For a Core zone, you will be asked to enter the following details. Then click Next.
- **Name.** A name for the zone.
- **DNS 1 and 2.** (DNS 1 obligatory)These are DNS servers for use by Guest Instances in the
zone. These DNS servers will be accessed via the public network
you will add later. The public IP addresses for the zone must have
a route to the DNS server named here.
- **Internal DNS 1 and Internal DNS 2.** (DNS 1 obligatory)
These are DNS servers for use by system VMs in the zone(these are
instances used by CloudStack itself, such as virtual routers, console
proxies,and Secondary Storage VMs.) These DNS servers will be accessed via the
management traffic network interface of the System VMs. The private
IP address you provide for the pods must have a route to
the internal DNS server named here.
- **Network Domain.** If you want to assign a special
domain name to the Guest Instance network, specify the DNS suffix.
- **Hypervisor.** (Obligatory) Choose the hypervisor for the first
cluster in the zone. You can add clusters with different hypervisors
later, after you finish adding the zone.
- **Dedicated.** A dedicated zone is available to selected users or groups
within a domain. Only specified users or groups in that domain will
be allowed to create Guest Instances in this zone.
- **Enable local storage for User instances.** Give the user the opportunity to
provide local storage (physical storage on the host) for User instances to store data.
- **Enable local storage for System VMs.** Give the system the opportunity to
use local storage (physical storage on the hosts) for System VMs.
#. Click Next.
#. Choose which traffic types will be carried by the physical network.
The traffic types are management, public, guest, and storage traffic.
For more information about the types, roll over the icons to display
their tool tips, or see :ref:`about-adv-network-traffic-types`.
This screenstarts out with one network already configured. If you have
multiple physical networks, you need to add more. Drag and drop traffic
types onto a greyed-out network and it will become active. You can move the
traffic icons from one network to another; for example, if the
default traffic types shown for Network 1 do not match your actual
setup, you can move them down. You can also change the network names
if desired.
#. (Introduced in version 3.0.1) Assign a network traffic label to each
traffic type on each physical network. These labels must match the
labels you have already defined on the hypervisor host. To assign
each label, click the Edit button under the traffic type icon within
each physical network. A popup dialog appears where you can type the
label, then click OK.
These traffic labels will be defined only for the hypervisor selected
for the first cluster. For all other hypervisors, the labels can be
configured after the zone is created.
(VMware only) If you have enabled Nexus dvSwitch in the environment,
you must specify the corresponding Ethernet port profile names as
network traffic label for each traffic type on the physical network.
For more information on Nexus dvSwitch, see Configuring a vSphere
Cluster with Nexus 1000v Virtual Switch in the Installation Guide. If
you have enabled VMware dvSwitch in the environment, you must specify
the corresponding Switch name as network traffic label for each
traffic type on the physical network. For more information, see
Configuring a VMware Datacenter with VMware Distributed Virtual
Switch in the Installation Guide.
#. Click Next.
#. In a new zone, CloudStack adds the first pod for you. You can always
add more pods later. For an overview of what a pod is, see :ref:`about-pods`
.. note::
The network described below must be a subnet of the physical network marked as type "management".
To configure the first pod, enter the following, then click Next:
- **Pod Name.** (Obligatory) A name for the pod.
- **Reserved system gateway.** (Obligatory) The gateway for the hosts in that
pod.
- **Reserved system netmask.** (Obligatory) The network prefix that defines the
pod's subnet. Use CIDR notation.
- **Start/End Reserved System IP.** (Start Reserved System IP - obligatory)
The IP range in the management network that CloudStack uses to manage
various system VMs, such as Secondary Storage VMs, Console Proxy VMs, and DHCP.
For more information, see :ref:`about_system_reserved_ip_addresses`
#. Configure the IP range for guest traffic. Guest network traffic is
communication between end-user Instances. Enter the
following details, then click Add. When done, click Next.
- **Guest Gateway.** The gateway in use for these IP addresses.
- **Guest Netmask.** The netmask associated with this IP range.
- **Guest Start IP/ GuestEnd IP.** A range of IP addresses that are assumed to
be accessible from the Internet and will be allocated for access
to guest networks.
- **VLAN / VNI ID.** The VLAN / VNI ID's that will be used for guest traffic.
.. note:: If the VNI is of a VXLAN, the protocol prefix `vxlan://` must be used, like in `vxlan://<vni>`
#. In a new pod, CloudStack adds the first cluster for you. You can
always add more clusters later. For an overview of what a cluster is,
see :ref:`about-clusters`
To configure the first cluster, enter the following, then click Next:
- **Cluster name.** (Obligatory) Enter a name for the cluster. This can be text
of your choosing and is not used by CloudStack.
#. In a new cluster, CloudStack adds the first host for you. You can
always add more hosts later. For an overview of what a host is, see :ref:`about-hosts`.
.. note::
When you deploy CloudStack, the hypervisor host must not have any instances
already running.
Before you can configure the host, you need to install the hypervisor
software on the host. You will need to know which version of the
hypervisor software version is supported by CloudStack and what
additional configuration is required to ensure the host will work
with CloudStack. To find these installation details, see:
- Citrix XenServer Installation for CloudStack
- VMware vSphere Installation and Configuration
- KVM Installation and Configuration
To configure the first host, enter the following, then click Next:
- **Host Name.** (Obligatory) The DNS name or IP address of the host.
- **Username.** (Obligatory) Username of a user who has administrator / root privilidges on
the specified host (using Linux-hosts usually root).
- **Password.** (Obligatory) This is the password for the user named above (from
your XenServer or KVM install).
.. note::
For security reasons there are ways to use non-adminstrative users for
adding a host. Please refer to the hypervisor setup guides for further information.
- **Host Tags.** Any labels that you use to categorize
hosts for ease of maintenance. For example, you can set to the
cloud's HA tag (set in the ha.tag global configuration parameter)
if you want this host to be used only for instances with the "high
availability" feature enabled. For more information, see
HA-Enabled Instances as well as HA for Hosts, both in the
Administration Guide.
#. In a new cluster, CloudStack adds the first primary storage server
for you. You can always add more servers later. For an overview of
what primary storage is, see :ref:`about-primary-storage`
To configure the first primary storage server, enter the following,
then click Next:
- **Name.** (Obligatory) The name of the storage device.
- **Protocol.** (Obligatory) For XenServer, choose either NFS, iSCSI, or
PreSetup. For KVM, choose NFS, SharedMountPoint, CLVM, RBD or custom (for PowerFlex).
For vSphere, choose either NFS, PreSetup (VMFS - iSCSI/FiberChannel, vSAN, vVols) or DatastoreCluster.
The remaining fields in the screen vary depending on what you choose here.
.. cssclass:: table-striped table-bordered table-hover
=================== ===========================================================================
NFS - **Server.** (Obligatory) The IP address or DNS name of the storage device.
- **Path.** (Obligatory) The exported path from the server.
- **Tags.** The comma-separated list of tags for this
storage device. It should be an equivalent set or superset of
the tags on your disk offerings.
iSCSI - **Server.** (Obligatory) The IP address or DNS name of the storage device.
- **Target IQN.** (Obligatory) The IQN of the target. For example,
iqn.1986-03.com.sun:02:01ec9bb549-1271378984.
- **Lun.** (Obligatory) The LUN number. For example, 3.
- **Tags.** The comma-separated list of tags for this
storage device. It should be an equivalent set or superset of
the tags on your disk offerings.
preSetup - **Server.** (Obligatory) The IP address or DNS name of the storage device.
- **SR Name-Label.** (Obligatory) Enter the name-label of the SR that has been
set up outside CloudStack.
- **Tags.** The comma-separated list of tags for this
storage device. It should be an equivalent set or superset of
the tags on your disk offerings.
SharedMountPoint - **Path.** (Obligatory) The path on each host that is where this primary
storage is mounted. For example, "/mnt/primary".
- **Tags.** The comma-separated list of tags for this
storage device. It should be an equivalent set or superset of
the tags on your disk offerings.
VMFS - **Server.** (Obligatory) The IP address or DNS name of the vCenter server.
- **Path.** (Obligatory) A combination of the datacenter name and the
datastore name. The format is "/" datacenter name "/" datastore
name. For example, "/cloud.dc.VM/cluster1datastore".
- **Tags.** The comma-separated list of tags for this
storage device. It should be an equivalent set or superset of
the tags on your disk offerings.
=================== ===========================================================================
The tag sets on primary storage across clusters in a Zone must be
identical. For example, if cluster A provides primary storage that
has tags T1 and T2, all other clusters in the Zone must also
provide primary storage that has tags T1 and T2.
.. _installing-secondary-storage:
#. In a new zone, CloudStack connects the first secondary storage server for
you. For an overview of what secondary storage is, see :ref:`about-secondary-storage`
Before you can fill out this screen, you need to prepare the
secondary storage by setting up NFS shares and installing the latest
CloudStack System VM Template. See Adding Secondary Storage :
- **NFS Server.** The IP address of the server or fully qualified
domain name of the server.
- **Path.** The exported path from the server.
#. Click Launch.
.. _edge-zone:
Edge Zone
*********
.. note::
Support for Edge zones has been added with 4.18.0 and these zones will only be supported on KVM hypervisors
An Edge Zone is a simpler, light-weight zone which may often contain a single hypervisor host. There will be no need for shared storage, public and management physical networks for an Edge zone.
To work with limited compute resources, an Edge zone will not deploy system VMs. This type of zone only supports shared and L2 guest networks. For virtual routers of a shared guest network, a direct-download System VM must be added after adding the zone.
#. For an Edge zone, you will be asked to enter the following details
- **Name.** A name for the zone.
- **Hypervisor.** (Obligatory) Choose the hypervisor for the zone. Currently, this is disabled and set to KVM.
- **Dedicated.** A dedicated zone is available to selected users or groups within a domain. Only specified users or groups in that domain will be allowed to create Guest Instances in this zone.
#. Click Next.
#. Choose the details for the physical network that will carry guest.
#. Click Next.
#. Specify VLAN/VNI range for guest traffic isolation.
#. Click Next.
#. Configure the host for the zone, enter the following, then click Next:
- **Host Name.** (Obligatory) The DNS name or IP address of the host.
- **Username.** (Obligatory) Username of a user who has administrator / root privilidges on the specified host (using Linux-hosts usually root).
- **Authentication.** Atuthentication type used for the host, either Password or System SSH Key.
- **Password.** (Obligatory if Password authentication is selected) This is the password for the user named above.
.. note::
For security reasons there are ways to use non-adminstrative users for
adding a host. Please refer to the hypervisor setup guides for further information.
- **Host Tags.** Any labels that you use to categorize
hosts for ease of maintenance. For example, you can set to the
cloud's HA tag (set in the ha.tag global configuration parameter)
if you want this host to be used only for instances with the "high
availability" feature enabled. For more information, see
HA-Enabled Instances as well as HA for Hosts, both in the
Administration Guide.
.. _adding-a-pod:
Adding a Pod
------------
When you created a new zone, CloudStack adds the first pod for you. You
can add more pods at any time using the procedure in this section.
#. Log in to the CloudStack UI. See :ref:`log-in-to-ui`.
#. In the left navigation, choose Infrastructure. In Zones, click View
More, then click the zone to which you want to add a pod.
#. Click the Compute and Storage tab. In the Pods node of the diagram,
click View All.
#. Click Add Pod.
#. Enter the following details in the dialog.
- **Name.** The name of the pod.
- **Gateway.** The gateway for the hosts in that pod.
- **Netmask.** The network prefix that defines the pod's subnet. Use
CIDR notation.
- **Start/End Reserved System IP.** The IP range in the management
network that CloudStack uses to manage various system VMs, such as
Secondary Storage VMs, Console Proxy VMs, and DHCP. For more
information, see System Reserved IP Addresses.
.. note::
* The network described above must be a subnet of the management network.
#. Click OK.
.. _adding-a-cluster:
Adding a Cluster
----------------
You need to tell CloudStack about the hosts that it will manage. Hosts
exist inside clusters, so before you begin adding hosts to the cloud,
you must add at least one cluster.
.. note::
Since CloudStack 4.20.0, it is possible to specify the hosts arch type which must be homogeneous within the cluster. AMD 64 bits (x86_64) and ARM 64 bits (aarch64) arch types are supported. The pre-existing clusters are set to arch type AMD 64 bits as well as new clusters in which the arch type is not specified.
Add Cluster: KVM or XenServer
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
These steps assume you have already installed the hypervisor on the
hosts and logged in to the CloudStack UI.
#. In the left navigation, choose Infrastructure. In Zones, click View
More, then click the zone in which you want to add the cluster.
#. Click the Compute tab.
#. In the Clusters node of the diagram, click View All.
#. Click Add Cluster.
#. Choose the hypervisor type for this cluster.
#. Choose the arch type of the hosts within the cluster.
#. Choose the pod in which you want to create the cluster.
#. Enter a name for the cluster. This can be text of your choosing and
is not used by CloudStack.
#. Click OK.
Add Cluster: vSphere
~~~~~~~~~~~~~~~~~~~~
Host management for vSphere is done through a combination of vCenter and
the CloudStack admin UI. CloudStack requires that all hosts be in a
CloudStack cluster, but the cluster may consist of a single host. As an
administrator you must decide if you would like to use clusters of one
host or of multiple hosts. Clusters of multiple hosts allow for features
like live migration. Clusters also require shared storage such as NFS or
iSCSI.
For vSphere servers, we recommend creating the cluster of hosts in
vCenter and then adding the entire cluster to CloudStack. Follow these
requirements:
- Do not put more than 8 hosts in a vSphere cluster
- Make sure the hypervisor hosts do not have any instances already running
before you add them to CloudStack.
To add a vSphere cluster to CloudStack:
#. Create the cluster of hosts in vCenter. Follow the vCenter
instructions to do this. You will create a cluster that looks
something like this in vCenter.
|vsphereclient.png: vSphere client|
#. Log in to the UI.
#. In the left navigation, choose Infrastructure. In Zones, click View
More, then click the zone in which you want to add the cluster.
#. Click the Compute tab, and click View All on Pods. Choose the pod to
which you want to add the cluster.
#. Click View Clusters.
#. Click Add Cluster.
#. In Hypervisor, choose VMware.
#. Provide the following information in the dialog. The fields below
make reference to the values from vCenter.
|addcluster.png: add a cluster|
- **Cluster Name**: Enter the name of the cluster you created in
vCenter. For example, "cloud.cluster.2.2.1"
- **vCenter Host**: Enter the hostname or IP address of the vCenter
server.
- **vCenter Username**: Enter the username that CloudStack should
use to connect to vCenter. This user must have all the
administrative privileges.
- **vCenter Password**: Enter the password for the user named above.
- **vCenter Datacenter**: Enter the vCenter datacenter that the
cluster is in. For example, "cloud.dc.VM".
- **Dedicated**: When marked as dedicated, this device will be dedicated
to a single account.
.. _adding-a-host:
Adding a Host
-------------