anvil/docs/source/topics/gettingstarted.rst

.. _getting-started:

===============
Getting Started
===============


Simple setup!
=============

Made to be as simple as possible, but not too simple.

Prerequisites
=============

RTFM
----

Read the great documentation for developers/admins at

- http://docs.openstack.org/developer/
- http://docs.openstack.org/

This will vastly help you understand what the
configurations and options do when anvil configures them.

Linux
-----

One of the tested Linux distributions (RHEL 6.2+ until further updated)

You can get RHEL 6.2+ (**64-bit** is preferred) from http://rhn.redhat.com/.

Networking
----------

**Important!**
--------------

Since networking can affect how your cloud runs please check out this link:

http://docs.openstack.org/trunk/openstack-compute/admin/content/configuring-networking-on-the-compute-node.html

Check out the root article and the sub-chapters there to understand more
of what these settings mean.

**This is typically one of the hardest aspects of OpenStack to configure and get right!**

--------------

The following settings in ``conf/components/nova.yaml``  are an example of settings that will
affect the configuration of your compute nodes network.

::

     flat_network_bridge: br100
     flat_interface: eth0
     public_interface: eth0
     fixed_range: 10.0.0.0/24
     fixed_network_size: 256
     floating_range: 172.24.4.224/28
     test_floating_pool: test
     test_floating_range: 192.168.253.0/29


Installation
============

Pre-setup
---------

Since RHEL requires a `tty`_ to perform ``sudo`` commands we need
to disable this so ``sudo`` can run without a `tty`_. This seems needed
since nova and other components attempt to do ``sudo`` commands. This
isn’t possible in RHEL unless you disable this (since those
instances won’t have a `tty`_).

::

    $ sudo visudo 

Then comment out line:

::

    Default requiretty

Also disable selinux:

::

     $ sudo vi /etc/sysconfig/selinux

Change *SELINUX=enforcing* to *SELINUX=disabled* then it seems you need
to reboot.

::

     $ sudo reboot

Also to avoid qemu errors please follow the solution @ https://bugs.launchpad.net/anvil/+bug/985786
which will ensure that the ``qemu`` user can write to your instances directory. If needed edit ``conf/components/nova.yaml``
and also adjust the ``instances_path`` option.

This can be typically solved by running the following (and then updating the ``instances_path`` option)

::

    $ sudo mkdir -pv /home/openstack
    $ sudo chmod -R a+rwx /home/openstack

Also as documented at http://docs.openstack.org/essex/openstack-compute/admin/content/qemu.html#fixes-rhel-qemu
please run the following (after installation).

::

    $ setsebool -P virt_use_execmem on
    $ sudo ln -s /usr/libexec/qemu-kvm /usr/bin/qemu-system-x86_64
    $ sudo service libvirtd restart


Get git!
--------

::

    $ sudo yum install git -y


Download
--------

We’ll grab the latest version of ANVIL via git:

::

    $ git clone git://github.com/yahoo/Openstack-Anvil.git anvil

Configuration
-------------

Any configuration to be updated should now be done.

Please edit the corresponding files in ``conf/components/`` or ``conf/components/personas``
to fit your desired configuration of nova/glance and the other OpenStack components.

If you are using a ``FlatManager`` and RH/Fedora then you might want to read and follow:

http://www.techotopia.com/index.php/Creating_an_RHEL_5_KVM_Networked_Bridge_Interface
    
Installing
----------

Now install *OpenStacks* components by running the following:

::

    sudo ./smithy -a install

You should see a set of distribution packages and/or pips being
installed, python setups occurring and configuration files being written
as ANVIL figures out how to install your desired components (if you
desire more informational output add a ``-v``to that
command).

Testing
----------

Now (if you choose) you can run each *OpenStack* components unit tests by running the following:

::

    sudo ./smithy -a test

You should see a set of unit tests being ran (ideally with zero failures).

Starting
--------

Now that you have installed *OpenStack* you can now start your
*OpenStack* components by running the following.

::

    sudo ./smithy -a start


Check horizon
~~~~~~~~~~~~~

Once that occurs you should be able to go to your hosts ip with a web
browser and view horizon which can be logged in with the user ``admin``
and the password you entered when prompted for
``Enter a password to use for horizon and keystone``. If you let the
system auto-generate one for you you will need to check the final output
of the above install and pick up the password that was generated which
should be displayed at key ``passwords/horizon_keystone_admin``. You can
also later find this authentication information in the generated
``passwords.yaml`` file.

If you see a login page and can access horizon then:

``Congratulations. You did it!``

Command line tools
~~~~~~~~~~~~~~~~~~

In your ANVIL directory:

::

    source /etc/anvil/install.rc

This should set up the environment variables you need to run OpenStack
CLI tools:

::

    nova <command> [options] [args]
    nova-manage <command> [options] [args]
    keystone <command> [options] [args]
    glance <command> [options] [args]
    ....

If you desire to use eucalyptus tools (ie `euca2ools`_) which use the
EC2 apis run the following to get your EC2 certs:

::

    ./euca.sh $OS_USERNAME $OS_TENANT_NAME

It broke?
~~~~~~~~~

First run the following to check the status of each component.

::

    sudo ./smithy -a status

If you do not see all green status then you should run the following and see
if any of the ``stderr`` and ``stdout`` files will give you more information
about what is occuring

::

    sudo ./smithy -a status --show
    
This will dump out those files (truncated to not be to verbose) so that anything
peculaliar can be seen. If nothing can be then go to the installation directory (typically ``~/openstack``)
and check the ``traces`` directory of each component and check if anything looks fishy.

Stopping
--------

Once you have started *OpenStack* services you can stop them by running
the following:

::

    sudo ./smithy -a stop

You should see a set of stop actions happening and ``stderr`` and
``stdout`` and ``pid`` files being removed (if you desire more
informational output add a ``-v`` or a ``-vv`` to that command). This
ensures the above a daemon that was started is now killed. A good way to
check if it killed everything correctly is to run the following.

::

    sudo ps -elf | grep python
    sudo ps -elf | grep apache

There should be no entries like ``nova``, ``glance``, ``apache``,
``httpd``. If there are then the stop may have not occurred correctly.
If this is the case run again with a ``-v`` or a ``-vv`` or check the
``stderr``, ``stdout``, ``pid`` files for any useful information on what
is happening.

Uninstalling
------------

Once you have stopped (if you have started it) *OpenStack* services you
can uninstall them by running the following:

::

    sudo ./smithy -a uninstall

You should see a set of packages, configuration and directories, being
removed (if you desire more informational output add a ``-v`` or a
``-vv`` to that command). On completion the directory specified at
~/openstack be empty.

Issues
======

Please report issues/bugs to https://launchpad.net/anvil. Much appreciated!

.. _euca2ools: http://open.eucalyptus.com/wiki/Euca2oolsGuide
.. _PID: http://en.wikipedia.org/wiki/Process_identifier
.. _tty: http://linux.die.net/man/4/tty
.. _apache: https://httpd.apache.org/