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Install the database server

The CloudStack management server uses a MySQL database server to store its data. When you are installing the management server on a single node, you can install the MySQL server locally. For an installation that has multiple management server nodes, we assume the MySQL database also runs on a separate node.

CloudStack has been tested with MySQL 5.1 and 5.5. These versions are included in RHEL/CentOS and Ubuntu.

Install the Database on the Management Server Node

This section describes how to install MySQL on the same machine with the Management Server. This technique is intended for a simple deployment that has a single Management Server node. If you have a multi-node Management Server deployment, you will typically use a separate node for MySQL. See :ref:`install-database-on-separate-node`.

  1. Install MySQL from the package repository of your distribution:

    CentOS 7 and later no longer provides the MySQL binaries, add a repository first:

    wget http://repo.mysql.com/mysql-community-release-el7-5.noarch.rpm
    rpm -ivh mysql-community-release-el7-5.noarch.rpm
    yum -y update
    
    yum install mysql-server
    
    sudo apt-get install mysql-server
    
  2. Open the MySQL configuration file. The configuration file is /etc/my.cnf or /etc/mysql/my.cnf, depending on your OS.

    Insert the following lines in the [mysqld] section.

    You can put these lines below the datadir line. The max_connections parameter should be set to 350 multiplied by the number of Management Servers you are deploying. This example assumes one Management Server.

    innodb_rollback_on_timeout=1
    innodb_lock_wait_timeout=600
    max_connections=350
    log-bin=mysql-bin
    binlog-format = 'ROW'
    

    Note

    For Ubuntu 16.04 and later, make sure you specify a server-id in your .cnf file for binary logging. Set the server-id according to your database setup.

    server-id=master-01
    innodb_rollback_on_timeout=1
    innodb_lock_wait_timeout=600
    max_connections=350
    log-bin=mysql-bin
    binlog-format = 'ROW'
    

    Note

    You can also create a file /etc/mysql/conf.d/cloudstack.cnf and add these directives there. Don't forget to add [mysqld] on the first line of the file.

  3. Start or restart MySQL to put the new configuration into effect.

    On RHEL/CentOS, MySQL doesn't automatically start after installation. Start it manually.

    service mysqld start
    

    On Ubuntu, restart MySQL.

    sudo service mysql restart
    
  4. (CentOS and RHEL only; not required on Ubuntu)

    Warning

    On RHEL and CentOS, MySQL does not set a root password by default. It is very strongly recommended that you set a root password as a security precaution.

    Run the following command to secure your installation. You can answer "Y" to all questions.

    mysql_secure_installation
    
  5. CloudStack can be blocked by security mechanisms, such as SELinux. Disable SELinux to ensure + that the Agent has all the required permissions.

    Configure SELinux (RHEL and CentOS):

    1. Check whether SELinux is installed on your machine. If not, you can skip this section.

      In RHEL or CentOS, SELinux is installed and enabled by default. You can verify this with:

      rpm -qa | grep selinux
      
    2. Set the SELINUX variable in /etc/selinux/config to "permissive". This ensures that the permissive setting will be maintained after a system reboot.

      In RHEL or CentOS:

      vi /etc/selinux/config
      

      Change the following line

      SELINUX=enforcing
      

      to this:

      SELINUX=permissive
      
    3. Set SELinux to permissive starting immediately, without requiring a system reboot.

      setenforce permissive
      
  6. Set up the database. The following command creates the "cloud" user on the database.

    cloudstack-setup-databases cloud:<dbpassword>@localhost --deploy-as=root:<password> -e <encryption_type> -m <management_server_key> -k <database_key> -i <management_server_ip>
    
    • In dbpassword, specify the password to be assigned to the "cloud" user. You can choose to provide no password although that is not recommended.
    • In deploy-as, specify the username and password of the user deploying the database. In the following command, it is assumed the root user is deploying the database and creating the "cloud" user.
    • (Optional) For encryption_type, use file or web to indicate the technique used to pass in the database encryption password. Default: file. See :ref:`about-password-key-encryption`.
    • (Optional) For management_server_key, substitute the default key that is used to encrypt confidential parameters in the CloudStack properties file. Default: password. It is highly recommended that you replace this with a more secure value. See :ref:`about-password-key-encryption`.
    • (Optional) For database_key, substitute the default key that is used to encrypt confidential parameters in the CloudStack database. Default: password. It is highly recommended that you replace this with a more secure value. See :ref:`about-password-key-encryption`.
    • (Optional) For management_server_ip, you may explicitly specify cluster management server node IP. If not specified, the local IP address will be used.

    When this script is finished, you should see a message like “Successfully initialized the database.”

    Note

    If the script is unable to connect to the MySQL database, check the "localhost" loopback address in /etc/hosts. It should be pointing to the IPv4 loopback address "127.0.0.1" and not the IPv6 loopback address ::1. Alternatively, reconfigure MySQL to bind to the IPv6 loopback interface.

  7. If you are running the KVM hypervisor on the same machine with the Management Server, edit /etc/sudoers and add the following line:

    Defaults:cloud !requiretty
    
  8. Now that the database is set up, you can finish configuring the OS for the Management Server.

    First, install the MySQL connectors for Python and Java.

    Install Python MySQL connector using the official MySQL packages repository. Create the file /etc/yum.repos.d/mysql.repo with the following content:

    [mysql-connectors-community]
    name=MySQL Community connectors
    baseurl=http://repo.mysql.com/yum/mysql-connectors-community/el/$releasever/$basearch/
    enabled=1
    gpgcheck=1
    exclude: "mysql-connector-java*"
    

    Import GPG public key from MySQL:

    rpm --import http://repo.mysql.com/RPM-GPG-KEY-mysql
    

    Install mysql-connector

    yum install mysql-connector-python
    

    Install python-dns

    yum -y install epel-release
    yum -y install python-dns
    

Note

There are issues with using mysql-connector-java-8.0.19-1.el7. To workaround, exclude it from the repository configuration with the 'exclude' flag in the repository definition above. This will install the earlier mysql-connector-java-5.* package from the OS base repository instead:

yum -y install mysql-connector-java

Then start the cloustack-setup-management installer. This command will set up iptables, sudoers, and start the Management Server.

cloudstack-setup-management

You should get the output message “CloudStack Management Server setup is done.” If the servlet container is Tomcat7 the argument --tomcat7 must be used.

Install the Database on a Separate Node

This section describes how to install MySQL on a standalone machine, separate from the Management Server. This technique is intended for a deployment that includes several Management Server nodes. If you have a single-node Management Server deployment, you will typically use the same node for MySQL. See “Install the Database on the Management Server Node”.

Note

The management server doesn't require a specific distribution for the MySQL node. You can use a distribution or Operating System of your choice. Using the same distribution as the management server is recommended, but not required. See “Management Server, Database, and Storage System Requirements”.

  1. Install MySQL from the package repository from your distribution:

    CentOS 7 and later no longer provides the MySQL binaries, add a repository first:

    wget http://repo.mysql.com/mysql-community-release-el7-5.noarch.rpm
    rpm -ivh mysql-community-release-el7-5.noarch.rpm
    yum -y update
    
    yum install mysql-server
    
    sudo apt-get install mysql-server
    
  2. Edit the MySQL configuration (/etc/my.cnf or /etc/mysql/my.cnf, depending on your OS) and insert the following lines in the [mysqld] section. You can put these lines below the datadir line. The max_connections parameter should be set to 350 multiplied by the number of Management Servers you are deploying. This example assumes two Management Servers.

    Note

    On Ubuntu, you can also create /etc/mysql/conf.d/cloudstack.cnf file and add these directives there. Don't forget to add [mysqld] on the first line of the file.

    innodb_rollback_on_timeout=1
    innodb_lock_wait_timeout=600
    max_connections=700
    log-bin=mysql-bin
    binlog-format = 'ROW'
    bind-address = 0.0.0.0
    
  3. Start or restart MySQL to put the new configuration into effect.

    On RHEL/CentOS, MySQL doesn't automatically start after installation. Start it manually.

    service mysqld start
    

    On Ubuntu, restart MySQL.

    sudo service mysql restart
    
  4. (CentOS and RHEL only; not required on Ubuntu)

    Warning

    On RHEL and CentOS, MySQL does not set a root password by default. It is very strongly recommended that you set a root password as a security precaution. Run the following command to secure your installation. You can answer "Y" to all questions except "Disallow root login remotely?". Remote root login is required to set up the databases.

    mysql_secure_installation
    
  5. If a firewall is present on the system, open TCP port 3306 so external MySQL connections can be established.

    On Ubuntu, UFW is the default firewall. Open the port with this command:

    ufw allow mysql
    

    On RHEL/CentOS:

    1. Edit the /etc/sysconfig/iptables file and add the following line at the beginning of the INPUT chain.

      -A INPUT -p tcp --dport 3306 -j ACCEPT
      
    2. Now reload the iptables rules.

      service iptables restart
      
  6. Return to the root shell on your first Management Server.

  7. Set up the database. The following command creates the cloud user on the database.

    • In dbpassword, specify the password to be assigned to the cloud user. You can choose to provide no password.
    • In deploy-as, specify the username and password of the user deploying the database. In the following command, it is assumed the root user is deploying the database and creating the cloud user.
    • (Optional) For encryption_type, use file or web to indicate the technique used to pass in the database encryption password. Default: file. See :ref:`about-password-key-encryption`.
    • (Optional) For management_server_key, substitute the default key that is used to encrypt confidential parameters in the CloudStack properties file. Default: password. It is highly recommended that you replace this with a more secure value. See About Password and Key Encryption.
    • (Optional) For database_key, substitute the default key that is used to encrypt confidential parameters in the CloudStack database. Default: password. It is highly recommended that you replace this with a more secure value. See :ref:`about-password-key-encryption`.
    • (Optional) For management_server_ip, you may explicitly specify cluster management server node IP. If not specified, the local IP address will be used.
    cloudstack-setup-databases cloud:<dbpassword>@<ip address mysql server> --deploy-as=root:<password> -e <encryption_type> -m <management_server_key> -k <database_key> -i <management_server_ip>
    

    When this script is finished, you should see a message like “Successfully initialized the database.”

  8. Now that the database is set up, you can finish configuring the OS for the Management Server.

    First, install the MySQL connectors for Python and Java.

    Install Python MySQL connector using the official MySQL packages repository. Create the file /etc/yum.repos.d/mysql.repo with the following content:

    [mysql-connectors-community]
    name=MySQL Community connectors
    baseurl=http://repo.mysql.com/yum/mysql-connectors-community/el/$releasever/$basearch/
    enabled=1
    gpgcheck=1
    exclude: "mysql-connector-java*"
    

    Import GPG public key from MySQL:

    rpm --import http://repo.mysql.com/RPM-GPG-KEY-mysql
    

    Install mysql-connector

    yum install mysql-connector-python
    

    Install python-dns

    yum -y install epel-release
    yum -y install python-dns
    

Note

There are issues with using mysql-connector-java-8.0.19-1.el7. To workaround, exclude it from the repository configuration with the 'exclude' flag in the repository definition above. This will install the earlier mysql-connector-java-5.* package from the OS base repository instead:

yum -y install mysql-connector-java

Then start the cloustack-setup-management installer. This command will set up iptables, sudoers, and start the Management Server.

cloudstack-setup-management

You should get the output message “CloudStack Management Server setup is done.”