Apache CloudStack Documentation Release 4.11.1.0 Paul Angus Nov 21, 2018 Contents: 1 CloudStack Concepts and Terminology3 1.1 Concepts and Terminolgy........................................3 1.1.1 What is Apache CloudStack?..................................3 1.1.2 What can Apache CloudStack do?...............................3 1.1.3 Deployment Architecture Overview..............................4 1.1.4 CloudStack Terminology....................................6 1.2 Choosing a Deployment Architecture.................................. 14 1.2.1 Small-Scale Deployment.................................... 15 1.2.2 Large-Scale Redundant Setup................................. 16 1.2.3 Separate Storage Network................................... 17 1.2.4 Multi-Node Management Server................................ 17 1.2.5 Multi-Site Deployment..................................... 17 1.2.6 Choosing a Hypervisor..................................... 20 1.2.7 Best Practices.......................................... 22 1.3 Network Setup.............................................. 23 1.3.1 Basic and Advanced Networking................................ 23 1.3.2 VLAN Allocation Example................................... 24 1.3.3 Example Hardware Configuration............................... 24 1.3.4 Layer-2 Switch......................................... 25 1.3.5 Hardware Firewall....................................... 26 1.3.6 Management Server Load Balancing.............................. 34 1.3.7 Topology Requirements..................................... 34 1.3.8 Guest Network Usage Integration for Traffic Sentinel..................... 36 1.3.9 Setting Zone VLAN and Running VM Maximums...................... 36 1.4 Storage Setup............................................... 37 1.4.1 Introduction........................................... 37 1.4.2 Configurations......................................... 37 1.4.3 Storage Architecture...................................... 38 1.4.4 CloudStack Networking For Storage.............................. 38 2 Quick Installation Guide 45 2.1 Overview................................................. 45 2.1.1 What exactly are we building?................................. 45 2.1.2 High level overview of the process............................... 45 2.1.3 Prerequisites.......................................... 45 2.2 Environment............................................... 46 i 2.2.1 Operating System........................................ 46 2.2.2 NFS............................................... 48 2.3 Management Server Installation..................................... 49 2.3.1 Database Installation and Configuration............................ 49 2.3.2 MySQL connector Installation................................. 50 2.3.3 Installation........................................... 50 2.3.4 System Template Setup..................................... 50 2.4 KVM Setup and Installation....................................... 51 2.4.1 Prerequisites.......................................... 51 2.4.2 Installation........................................... 51 2.4.3 KVM Configuration....................................... 51 2.5 Configuration............................................... 52 2.5.1 UI Access............................................ 52 2.5.2 Setting up a Zone........................................ 53 2.5.3 Pod Configuration........................................ 53 2.5.4 Cluster.............................................. 53 3 Installation Guide 55 3.1 Building from Source.......................................... 55 3.1.1 Introduction........................................... 55 3.1.2 Downloading the release.................................... 55 3.1.3 Verifying the downloaded release................................ 56 3.1.4 Prerequisites for building Apache CloudStack......................... 56 3.1.5 Extracting source........................................ 57 3.1.6 Install new MySQL connector................................. 57 3.1.7 Building DEB packages.................................... 58 3.1.8 Building RPMs from Source.................................. 59 3.1.9 Building Non-OSS....................................... 61 3.2 General Installation........................................... 61 3.2.1 Installation overview...................................... 61 3.2.2 Management Server Installation................................ 63 3.3 Configuration............................................... 76 3.3.1 Configuring your CloudStack Installation........................... 76 3.4 Hypervisor Setup............................................. 101 3.4.1 Host Hyper-V Installation................................... 101 3.4.2 Host KVM Installation..................................... 104 3.4.3 Host LXC Installation...................................... 119 3.4.4 Host VMware vSphere Installation............................... 127 3.4.5 Host Citrix XenServer Installation............................... 151 3.5 Optional Installation........................................... 161 3.5.1 Additional Installation Options................................. 161 3.5.2 About Password and Key Encryption.............................. 172 4 Upgrading CloudStack 175 4.1 Upgrade Instruction from 4.11.0.0.................................... 175 4.1.1 Update System-VM templates................................. 176 4.1.2 Packages repository....................................... 178 4.1.3 Database Preparation...................................... 178 4.1.4 Management Server on Ubuntu................................. 178 4.1.5 Java 8 JRE on Ubuntu...................................... 179 4.1.6 Management Server on CentOS/RHEL............................. 179 4.1.7 Hypervisor: XenServer..................................... 181 4.1.8 Hypervisor: VMware...................................... 181 4.1.9 Hypervisor: KVM....................................... 182 ii 4.1.10 Restart management services.................................. 183 4.2 Upgrade Instruction from 4.10.x..................................... 183 4.2.1 Update System-VM templates................................. 183 4.2.2 Packages repository....................................... 185 4.2.3 Database Preparation...................................... 185 4.2.4 Management Server on Ubuntu................................. 185 4.2.5 Java 8 JRE on Ubuntu...................................... 186 4.2.6 Management Server on CentOS/RHEL............................. 186 4.2.7 Hypervisor: XenServer..................................... 188 4.2.8 Hypervisor: VMware...................................... 188 4.2.9 Hypervisor: KVM....................................... 189 4.2.10 Restart management services.................................. 190 4.3 Upgrade Instruction from 4.9.x..................................... 190 4.3.1 Update System-VM templates................................. 190 4.3.2 Packages repository....................................... 192 4.3.3 Database Preparation...................................... 192 4.3.4 Management Server on Ubuntu................................. 192 4.3.5 Java 8 JRE on Ubuntu...................................... 193 4.3.6 Management Server on CentOS/RHEL............................. 193 4.3.7 Hypervisor: XenServer..................................... 195 4.3.8 Hypervisor: VMware...................................... 195 4.3.9 Hypervisor: KVM....................................... 196 4.3.10 Restart management services.................................. 197 4.4 Upgrade Instruction from 4.8.x..................................... 197 4.4.1 Update System-VM templates................................. 197 4.4.2 Packages repository....................................... 199 4.4.3 Database Preparation...................................... 199 4.4.4 Management Server on Ubuntu................................. 199 4.4.5 Java 8 JRE on Ubuntu...................................... 200 4.4.6 Management Server on CentOS/RHEL............................. 200 4.4.7 Hypervisor: XenServer..................................... 202 4.4.8 Hypervisor: VMware...................................... 202 4.4.9 Hypervisor: KVM....................................... 203 4.4.10 Restart management services.................................. 204 4.5 Upgrade Instruction from 4.7.x..................................... 204 4.5.1 Packages repository....................................... 204 4.5.2 Update System-VM templates................................. 204 4.5.3 Database Preparation...................................... 207 4.5.4 Management Server on Ubuntu................................. 207 4.5.5 Java 8 JRE on Ubuntu...................................... 207 4.5.6 Management Server on CentOS/RHEL............................. 208 4.5.7 Hypervisor: XenServer..................................... 209 4.5.8 Hypervisor: VMware...................................... 210 4.5.9 Hypervisor: KVM....................................... 211 4.5.10 Restart management services.................................. 211 4.6 Upgrade Instruction from 4.6.x..................................... 212 4.6.1 Packages repository....................................... 212 4.6.2 Update System-VM templates................................. 212 4.6.3 Database Preparation...................................... 214 4.6.4 Management Server on Ubuntu................................. 214 4.6.5 Java 8 JRE on Ubuntu...................................... 214 4.6.6 Management Server on CentOS/RHEL............................