Citrix Systems Server 4 2 Users Manual CloudPlatform (powered By Apache CloudStack) Version 4.2 Installation Guide Revised October 27, 2013 11

2015-02-05

• CloudPlatform (powered by Apache CloudStack) Version 4.2 Installation Guide
• Table of Contents
• Chapter 1. Getting More Information and Help
  • 1.1. Additional Documentation Available
  • 1.2. Citrix Knowledge Center
  • 1.3. Contacting Support
• Chapter 2. Concepts
  • 2.1. What Is CloudPlatform?
  • 2.2. What Can CloudPlatform Do?
  • 2.3. Deployment Architecture Overview
    • 2.3.1. Management Server Overview
    • 2.3.2. Cloud Infrastructure Overview
    • 2.3.3. Networking Overview
• Chapter 3. Cloud Infrastructure Concepts
  • 3.1. About Regions
  • 3.2. About Zones
  • 3.3. About Pods
  • 3.4. About Clusters
  • 3.5. About Hosts
  • 3.6. About Primary Storage
  • 3.7. About Secondary Storage
  • 3.8. About Physical Networks
    • 3.8.1. Basic Zone Network Traffic Types
    • 3.8.2. Basic Zone Guest IP Addresses
    • 3.8.3. Advanced Zone Network Traffic Types
    • 3.8.4. Advanced Zone Guest IP Addresses
    • 3.8.5. Advanced Zone Public IP Addresses
    • 3.8.6. System Reserved IP Addresses
• Chapter 4. Upgrade Instructions
  • 4.1. Upgrade from 3.0.x to 4.2
  • 4.2. Upgrade from 2.2.x to 4.2
  • 4.3. Upgrade from 2.1.x to 4.2
  • 4.4. Upgrading and Hotfixing XenServer Hypervisor Hosts
    • 4.4.1. Upgrading to a New XenServer Version
    • 4.4.2. Applying Hotfixes to a XenServer Cluster
• Chapter 5. Installation
  • 5.1. Who Should Read This
  • 5.2. Overview of Installation Steps
  • 5.3. Minimum System Requirements
    • 5.3.1. Management Server, Database, and Storage System Requirements
    • 5.3.2. Host/Hypervisor System Requirements
    • 5.3.3. Hypervisor Compatibility Matrix
      • 5.3.3.1. CloudPlatform 4.x
      • 5.3.3.2. CloudPlatform 3.x
      • 5.3.3.3. CloudPlatform 2.x
  • 5.4. Management Server Installation
    • 5.4.1. Management Server Installation Overview
    • 5.4.2. Prepare the Operating System
    • 5.4.3. Install the Management Server on the First Host
    • 5.4.4. Install and Configure the Database
      • 5.4.4.1. Install the Database on the Management Server Node
      • 5.4.4.2. Install the Database on a Separate Node
    • 5.4.5. About Password and Key Encryption
    • 5.4.6. Changing the Default Password Encryption
    • 5.4.7. Prepare NFS Shares
      • 5.4.7.1. Using a Separate NFS Server
      • 5.4.7.2. Using the Management Server As the NFS Server
    • 5.4.8. Prepare and Start Additional Management Servers
    • 5.4.9. Management Server Load Balancing
    • 5.4.10. Prepare the System VM Template
    • 5.4.11. Installation Complete! Next Steps
  • 5.5. Setting Configuration Parameters
    • 5.5.1. About Configuration Parameters
    • 5.5.2. Setting Global Configuration Parameters
    • 5.5.3. Setting Local Configuration Parameters
    • 5.5.4. Granular Global Configuration Parameters
• Chapter 6. User Interface
  • 6.1. Supported Browsers
  • 6.2. Log In to the UI
    • 6.2.1. End User's UI Overview
    • 6.2.2. Root Administrator's UI Overview
    • 6.2.3. Logging In as the Root Administrator
    • 6.2.4. Changing the Root Password
  • 6.3. Using SSH Keys for Authentication
    • 6.3.1. Creating an Instance from a Template that Supports SSH Keys
    • 6.3.2. Creating the SSH Keypair
    • 6.3.3. Creating an Instance
    • 6.3.4. Logging In Using the SSH Keypair
    • 6.3.5. Resetting SSH Keys
• Chapter 7. Steps to Provisioning Your Cloud Infrastructure
  • 7.1. Overview of Provisioning Steps
  • 7.2. Adding Regions (optional)
    • 7.2.1. The First Region: The Default Region
    • 7.2.2. Adding a Region
    • 7.2.3. Adding Third and Subsequent Regions
    • 7.2.4. Deleting a Region
  • 7.3. Adding a Zone
    • 7.3.1. Create a Secondary Storage Mount Point for the New Zone
    • 7.3.2. Steps to Add a New Zone
      • 7.3.2.1. Basic Zone Configuration
      • 7.3.2.2. Advanced Zone Configuration
  • 7.4. Adding a Pod
  • 7.5. Adding a Cluster
    • 7.5.1. Add Cluster: KVM or XenServer
    • 7.5.2. Add Cluster: OVM
    • 7.5.3. Add Cluster: vSphere
      • 7.5.3.1. VMware Cluster Size Limit
      • 7.5.3.2. Adding a vSphere Cluster
  • 7.6. Adding a Host
    • 7.6.1. Adding a Host (XenServer, KVM, or OVM)
      • 7.6.1.1. Requirements for XenServer, KVM, and OVM Hosts
        • 7.6.1.1.1. XenServer Host Additional Requirements
        • 7.6.1.1.2. KVM Host Additional Requirements
        • 7.6.1.1.3. OVM Host Additional Requirements
      • 7.6.1.2. Adding a XenServer, KVM, or OVM Host
    • 7.6.2. Adding a Host (vSphere)
  • 7.7. Adding Primary Storage
  • 7.8. Adding Secondary Storage
    • 7.8.1. Adding an NFS Secondary Staging Store for Each Zone
  • 7.9. Initialize and Test
• Chapter 8. Installing XenServer for CloudPlatform
  • 8.1. System Requirements for XenServer Hosts
  • 8.2. XenServer Installation Steps
  • 8.3. Configure XenServer dom0 Memory
  • 8.4. Username and Password
  • 8.5. Time Synchronization
  • 8.6. Licensing
    • 8.6.1. Getting and Deploying a License
  • 8.7. Install CloudPlatform XenServer Support Package (CSP)
  • 8.8. Primary Storage Setup for XenServer
  • 8.9. iSCSI Multipath Setup for XenServer (Optional)
  • 8.10. Physical Networking Setup for XenServer
    • 8.10.1. Configuring Public Network with a Dedicated NIC for XenServer (Optional)
    • 8.10.2. Configuring Multiple Guest Networks for XenServer (Optional)
    • 8.10.3. Separate Storage Network for XenServer (Optional)
    • 8.10.4. NIC Bonding for XenServer (Optional)
      • 8.10.4.1. Management Network Bonding
      • 8.10.4.2. Creating a Private Bond on the First Host in the Cluster
      • 8.10.4.3. Public Network Bonding
      • 8.10.4.4. Creating a Public Bond on the First Host in the Cluster
      • 8.10.4.5. Adding More Hosts to the Cluster
      • 8.10.4.6. Complete the Bonding Setup Across the Cluster
• Chapter 9. Installing KVM for CloudPlatform
  • 9.1. System Requirements for KVM Hypervisor Hosts
    • 9.1.1. Supported Operating Systems for KVM Hosts
    • 9.1.2. System Requirements for KVM Hosts
  • 9.2. Install and configure the Agent
  • 9.3. Installing the CloudPlatform Agent on a KVM Host
  • 9.4. Physical Network Configuration for KVM
  • 9.5. Time Synchronization for KVM Hosts
  • 9.6. Primary Storage Setup for KVM (Optional)
• Chapter 10. Installing VMware for CloudPlatform
  • 10.1. System Requirements for vSphere Hosts
    • 10.1.1. Software requirements
    • 10.1.2. Hardware requirements
    • 10.1.3. vCenter Server requirements:
    • 10.1.4. Other requirements:
  • 10.2. Preparation Checklist for VMware
    • 10.2.1. vCenter Checklist
    • 10.2.2. Networking Checklist for VMware
  • 10.3. vSphere Installation Steps
  • 10.4. ESXi Host setup
  • 10.5. Physical Host Networking
    • 10.5.1. Configure Virtual Switch
      • 10.5.1.1. Separating Traffic
      • 10.5.1.2. Increasing Ports
    • 10.5.2. Configure vCenter Management Network
    • 10.5.3. Configure NIC Bonding for vSphere
  • 10.6. Configuring a vSphere Cluster with Nexus 1000v Virtual Switch
    • 10.6.1. About Cisco Nexus 1000v Distributed Virtual Switch
    • 10.6.2. Prerequisites and Guidelines
    • 10.6.3. Nexus 1000v Virtual Switch Preconfiguration
      • 10.6.3.1. Preparation Checklist
        • 10.6.3.1.1. vCenter Credentials Checklist
        • 10.6.3.1.2. Network Configuration Checklist
        • 10.6.3.1.3. VSM Configuration Checklist
      • 10.6.3.2. Creating a Port Profile
      • 10.6.3.3. Assigning Physical NIC Adapters
      • 10.6.3.4. Adding VLAN Ranges
    • 10.6.4. Enabling Nexus Virtual Switch in CloudPlatform
    • 10.6.5. Configuring Nexus 1000v Virtual Switch in CloudPlatform
    • 10.6.6. Removing Nexus Virtual Switch
    • 10.6.7. Configuring a VMware Datacenter with VMware Distributed Virtual Switch
      • 10.6.7.1. About VMware Distributed Virtual Switch
      • 10.6.7.2. Prerequisites and Guidelines
      • 10.6.7.3. Preparation Checklist
      • 10.6.7.4. Enabling Virtual Distributed Switch in CloudPlatform
      • 10.6.7.5. Configuring Distributed Virtual Switch in CloudPlatform
  • 10.7. Storage Preparation for vSphere (iSCSI only)
    • 10.7.1. Enable iSCSI initiator for ESXi hosts
    • 10.7.2. Add iSCSI target
    • 10.7.3. Create an iSCSI datastore
    • 10.7.4. Multipathing for vSphere (Optional)
  • 10.8. Add Hosts or Configure Clusters (vSphere)
• Chapter 11. Bare Metal Installation
  • 11.1. Bare Metal Host System Requirements
  • 11.2. About Bare Metal Kickstart Installation
    • 11.2.1. Limitations of Kickstart Baremetal Installation
  • 11.3. Provisioning a Bare Metal Host with Kickstart
    • 11.3.1. Download the Software
    • 11.3.2. Set Up IPMI
    • 11.3.3. Enable PXE on the Bare Metal Host
    • 11.3.4. Install the PXE and DHCP Servers
    • 11.3.5. Set Up a File Server
    • 11.3.6. Create a Bare Metal Image
    • 11.3.7. Create a Bare Metal Compute Offering
    • 11.3.8. Create a Bare Metal Network Offering
    • 11.3.9. Set Up the Security Group Agent (Optional)
    • 11.3.10. (Optional) Set Bare Metal Configuration Parameters
    • 11.3.11. Add a Bare Metal Zone
    • 11.3.12. Add a Bare Metal Cluster
    • 11.3.13. Add a Bare Metal Host
    • 11.3.14. Add the PXE Server and DHCP Server to Your Deployment
    • 11.3.15. Create a Bare Metal Template
    • 11.3.16. Provision a Bare Metal Instance
    • 11.3.17. Test Bare Metal Installation
    • 11.3.18. Example CentOS 6.x Kickstart File
    • 11.3.19. Example Fedora 17 Kickstart File
    • 11.3.20. Example Ubuntu 12.04 Kickstart File
  • 11.4. Using Cisco UCS as Bare Metal Host CloudPlatform
    • 11.4.1. Registering a UCS Manager
    • 11.4.2. Associating a Profile with a UCS Blade
    • 11.4.3. Disassociating a Profile from a UCS Blade
• Chapter 12. Installing Oracle VM (OVM) for CloudPlatform
  • 12.1. System Requirements for OVM Hosts
  • 12.2. OVM Installation Overview
  • 12.3. Installing OVM on the Host(s)
  • 12.4. Primary Storage Setup for OVM
  • 12.5. Set Up Host(s) for System VMs
• Chapter 13. Choosing a Deployment Architecture
  • 13.1. Small-Scale Deployment
  • 13.2. Large-Scale Redundant Setup
  • 13.3. Separate Storage Network
  • 13.4. Multi-Node Management Server
  • 13.5. Multi-Site Deployment
• Chapter 14. Network Setup
  • 14.1. Basic and Advanced Networking
  • 14.2. VLAN Allocation Example
  • 14.3. Example Hardware Configuration
    • 14.3.1. Dell 62xx
    • 14.3.2. Cisco 3750
  • 14.4. Layer-2 Switch
    • 14.4.1. Dell 62xx
    • 14.4.2. Cisco 3750
  • 14.5. Hardware Firewall
    • 14.5.1. Generic Firewall Provisions
    • 14.5.2. External Guest Firewall Integration for Juniper SRX (Optional)
    • 14.5.3. External Guest Firewall Integration for Cisco VNMC (Optional)
      • 14.5.3.1. Using Cisco ASA 1000v Firewall, Cisco Nexus 1000v dvSwitch, and Cisco VNMC in a Deployment
        • 14.5.3.1.1. Guidelines
        • 14.5.3.1.2. Prerequisites
        • 14.5.3.1.3. Using Cisco ASA 1000v Services
      • 14.5.3.2. Adding a VNMC Instance
      • 14.5.3.3. Adding an ASA 1000v Instance
      • 14.5.3.4. Creating a Network Offering Using Cisco ASA 1000v
      • 14.5.3.5. Reusing ASA 1000v Appliance in new Guest Networks
  • 14.6. External Guest Load Balancer Integration (Optional)
  • 14.7. Topology Requirements
    • 14.7.1. Security Requirements
    • 14.7.2. Runtime Internal Communications Requirements
    • 14.7.3. Storage Network Topology Requirements
    • 14.7.4. External Firewall Topology Requirements
    • 14.7.5. Advanced Zone Topology Requirements
    • 14.7.6. XenServer Topology Requirements
    • 14.7.7. VMware Topology Requirements
    • 14.7.8. KVM Topology Requirements
  • 14.8. Guest Network Usage Integration for Traffic Sentinel
  • 14.9. Setting Zone VLAN and Running VM Maximums
• Chapter 15. Amazon Web Service Interface
  • 15.1. Amazon Web Services EC2 Compatible Interface
  • 15.2. System Requirements
  • 15.3. Enabling the AWS API Compatible Interface
  • 15.4. AWS API User Setup Steps (SOAP Only)
    • 15.4.1. AWS API User Registration
    • 15.4.2. AWS API Command-Line Tools Setup
  • 15.5. Supported AWS API Calls
• Chapter 16. Additional Installation Options
  • 16.1. Installing the Usage Server (Optional)
    • 16.1.1. Requirements for Installing the Usage Server
    • 16.1.2. Steps to Install the Usage Server
  • 16.2. SSL (Optional)
  • 16.3. Database Replication (Optional)
    • 16.3.1. Failover