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Getting to Know Apache
      CloudStack
       Joe Brockmeier
 PPMC Member Apache CloudStack
        jzb@apache.org
Five Six Characteristics of Clouds
•   On-Demand Self-Service
•   Broad Network Access
•   Resource Pooling
•   Rapid Elasticity
•   Measured Service
•   API Access
Cloud Service Models
     USER CLOUD a.k.a. SOFTWARE AS A SERVICE

     Single application, multi-tenancy, network-based, one-to-many delivery of
     applications, all users have same access to features.

     Examples: Salesforce.com, Google Docs, Red Hat Network/RHEL

     DEVELOPMENT CLOUD a.k.a. PLATFORM-AS-A-SERVICE

     Application developer model, Application deployed to an elastic service that
     autoscales, low administrative overhead. No concept of virtual machines or
     operating system. Code it and deploy it.

     Examples: VMware CloudFoundry, Google AppEngine, Windows
     Azure, Rackspace Sites, Red Hat OpenShift, Active State Stackato, Appfog

     SYSTEMS CLOUD a.k.a INFRASTRUCTURE-AS-A-SERVICE

     Servers and storage are made available in a scalable way over a network.

     Examples: EC2,Rackspace
     CloudFiles, OpenStack, CloudStack, Eucalyptus, OpenNebula
Deployment Models
Why Open Source?
•   User-driven solutions to real problems
•   Lower barrier to participation
•   Larger user base of users helping users
•   Aggressive release cycles stay current with
    the state-of-the-art
•   Choice of infrastructure
•   Control of data and security
•   Avoid lock-in
•   Open data, open standards, open APIs
History and more…

UNDERSTANDING CLOUDSTACK
CloudStack History
• CloudStack began as VMOps (2008) later became
  Cloud.com.
• Cloud.com released as CloudStack under GPLv3
  (May 2010)
• Cloud.com acquired by Citrix (July 2011)
• Entirely open source (August 2011)
• Relicensed & proposed to Apache (April 3, 2012)
• Accepted as incubating project (April 16, 2012)
• First release (4.0.0-incubating) (November 6,
  2012)
• First minor release (4.0.1-incubating) (February
  12, 2013)
Getting Started with Apache CloudStack
What is Apache CloudStack?


Apache CloudStack is an open source IaaS
  that supports multiple hypervisors, high
  availability, complex networking, firewall,
load balancer, and VPN configurations in a
          multi-tenant environment.
Specifically…
CloudStack is a set of applications that:
• Provides separation between tenants
• Handle allocating compute resources (inc.
  custom allocators)
• Let users provision compute resources
• Manages High Availability
• Massively scalable (thousands of nodes)
• Resource usage accounting
The CloudStack UI
CloudStack UI
•   Reference Implementation of the API
•   Built with HTML 4, CSS, and jQuery
•   Uses Java Server Pages for localization
•   Three types of customizations
    – Minor (logo, minor CSS)
    – Major (adding/changing tabs, additional links)
    – Rewrite using API
Getting Started with Apache CloudStack
Or Visually…
Architectural Overview (Basic)
Hypervisor Support
•   KVM
•   XenServer
•   Xen Cloud Platform
•   VMware via vCenter
•   Bare Metal via IPMI
Zone
• Generally used to designate a specific
  geographic location
• Shares secondary storage across the
  entire zone
• Has a single network model for the entire
  zone
Pod
• General practice – used to designate a
  rack of machines or row of racks
• Shares a guest network
Cluster
• Usually a maximum of 8-15 machines per
  cluster
• Homogeneity is required
  – Same hypervisor (incl. same version)
  – Same CPUs
  – Same networking
• Primary storage is cluster specific
Secondary Storage
• Stores templates, ISOs, and snapshots
• Historically NFS – added the option of
  object storage recently
  – Includes Swift, GlusterFS, Ceph and others
    (in various states of production readiness)
• Managed by Secondary Storage VM –
  – Manages moving templates and snapshots
    from/to primary storage, aging out snapshots,
    etc.
Primary Storage
• Supports NFS, iSCSI, and Clustered
  Logical Volume Manager (CLVM)
• Requires a shared mountpoint that the
  hypervisors can mount and write to
• Can use local storage but that means no
  HA, live migration, etc.
Management Server
• UI/API bits are stateless (state is stored in
  a MySQL database)
• All UI functionality is available as an API
  call
• Restful API
  – Unauthenticated API on 8096 for localhost
    (disabled by default)
  – Authenticated on port 8080
  – Responses in XML or JSON
CloudStack Allocation
• How are VMs placed, storage allocated,
  etc.?
• CloudStack has several defaults
  – First fit
  – Fill first
  – Disperse
• Don’t like those? Create your own!
• Allows over-provsioning
• OS Preference
High Availability
• RFMTTR – “really fast mean time to
  recovery.”
• CloudStack is not (alone) a magical HA
  solution.
• Watches HA-enabled VMs to ensure
  they’re up, and that the hypervisor it’s on
  is up. Will restart on another if the
  hypervisor goes down.
• Redundant router.
Load Balancing
• Uses HA Proxy
• CloudStack supports load-balancing for
  distributing traffic to its instances
• Choose between round-robin, source, or
  least connections
• Choose stickiness policy
  (source, lbcookie, appcookie)
Snapshots
• CloudStack allows you to take snapshots
  manually or set up recurring snapshots.
• Snapshots can be managed automagically
  (keep N number) and manually (delete
  snapshot manually).
• Can be turned into templates or volumes
  to be used by other instances.
CloudStack Networking
• CloudStack manages
  –   DHCP
  –   VLAN allocation
  –   Firewall
  –   NAT/Port forwarding
  –   Routing
  –   VPN
  –   Load Balancing
• CloudStack can manage physical network
  hardware (F5-Big IP, NetScaler, Juniper SRX)
CloudStack Networking Types
• CloudStack offers Basic and Advanced
  Networking
  – Basic: Easy, can only be one physical network
    • Every host, system VM, and guest instance has a
      unique IP
  – Advanced: Allows multiple physical networks
    • Each account has a public IP, assigned to virtual
      router, guest IP range (e.g. 10.0.1.10/24), and
      VLAN ID for the isolated guest network
    • Guests communicate via their own dedicated
      VLAN
CloudStack Networks
• Management Network: Used by hypervisors
  and management server to communicate
• Private Network: Default network for system
  VMs (virtual router, secondary storage VM,
  console proxy VM)
• Public Network: Public-facing (e.g. the
  Internet)
• Guest Network: Network VMs are provisioned
  on
• Link-local Network: Network used for
  communication between hypervisor and
  system VMs. (RFC 3927)
Security Groups
• Traditional isolation has been via VLAN
• VLANs provide isolation, but at the cost of
  scaling
  – Standard limit is 4,096 VLANs
  – Hardware that supports upper limit is
    expensive
  – What happens with 4,097?
• Amazon and others use Layer 3 isolation
  (Security Groups)
Security Groups
• Assumes a quasi-trusted Layer 2 network
• Filtering/isolation happens at the bridge
  level (think ebtables)
• Deny by default
Accounts, Domains, and Projects
• CloudStack has a top-level domain called
  ROOT
• You can create sub-domains
• You can create 3 types of accounts, admins,
  domain-admins, or users
• Projects can be used to hold resources for
  time-limited projects
• Supports LDAP integration
• CloudStack’s account system is very simple –
  don’t make it more complicated!
Usage Accounting
• Provides stats that can be used for billing
  (but is not a billing solution)
• Usage stats show: VM count, CPU
  usage, disk allocation and use, network
  usage over time.
• Integration howtos for importing to
  Excel, Ubersmith, Amysta, and Cloud
  Portal.
Trying CloudStack
DevCloud
• DevCloud is a VirtualBox image w/nested virt.
• Grab the DevCloud image from:
http://wiki.cloudstack.org/display/COMM/DevCloud
• Log in via the GUI:
http://localhost:8080/client
• SSH to DevCloud:
ssh -p 2222 root@localhost
Username: admin            Password: password
• DevCloud KVM – effort to run DevCloud on a KVM
   host
CloudStack Runbook
• Minimal install (1 server)
• Written by David Nalley w/fixes from the
  community
• http://people.apache.org/~ke4qqq/runbook
  /
• Focuses on CentOS w/KVM – other
  runbooks in process for Ubuntu w/Xen or
  KVM.
Contact Me
Email: jzb@apache.org


Phone: +1 314-669-4JZB
(4592)

Blog: http://dissociatedpress.net/


Twitter:

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Getting Started with Apache CloudStack

  • 1. Getting to Know Apache CloudStack Joe Brockmeier PPMC Member Apache CloudStack [email protected]
  • 2. Five Six Characteristics of Clouds • On-Demand Self-Service • Broad Network Access • Resource Pooling • Rapid Elasticity • Measured Service • API Access
  • 3. Cloud Service Models USER CLOUD a.k.a. SOFTWARE AS A SERVICE Single application, multi-tenancy, network-based, one-to-many delivery of applications, all users have same access to features. Examples: Salesforce.com, Google Docs, Red Hat Network/RHEL DEVELOPMENT CLOUD a.k.a. PLATFORM-AS-A-SERVICE Application developer model, Application deployed to an elastic service that autoscales, low administrative overhead. No concept of virtual machines or operating system. Code it and deploy it. Examples: VMware CloudFoundry, Google AppEngine, Windows Azure, Rackspace Sites, Red Hat OpenShift, Active State Stackato, Appfog SYSTEMS CLOUD a.k.a INFRASTRUCTURE-AS-A-SERVICE Servers and storage are made available in a scalable way over a network. Examples: EC2,Rackspace CloudFiles, OpenStack, CloudStack, Eucalyptus, OpenNebula
  • 5. Why Open Source? • User-driven solutions to real problems • Lower barrier to participation • Larger user base of users helping users • Aggressive release cycles stay current with the state-of-the-art • Choice of infrastructure • Control of data and security • Avoid lock-in • Open data, open standards, open APIs
  • 7. CloudStack History • CloudStack began as VMOps (2008) later became Cloud.com. • Cloud.com released as CloudStack under GPLv3 (May 2010) • Cloud.com acquired by Citrix (July 2011) • Entirely open source (August 2011) • Relicensed & proposed to Apache (April 3, 2012) • Accepted as incubating project (April 16, 2012) • First release (4.0.0-incubating) (November 6, 2012) • First minor release (4.0.1-incubating) (February 12, 2013)
  • 9. What is Apache CloudStack? Apache CloudStack is an open source IaaS that supports multiple hypervisors, high availability, complex networking, firewall, load balancer, and VPN configurations in a multi-tenant environment.
  • 10. Specifically… CloudStack is a set of applications that: • Provides separation between tenants • Handle allocating compute resources (inc. custom allocators) • Let users provision compute resources • Manages High Availability • Massively scalable (thousands of nodes) • Resource usage accounting
  • 12. CloudStack UI • Reference Implementation of the API • Built with HTML 4, CSS, and jQuery • Uses Java Server Pages for localization • Three types of customizations – Minor (logo, minor CSS) – Major (adding/changing tabs, additional links) – Rewrite using API
  • 16. Hypervisor Support • KVM • XenServer • Xen Cloud Platform • VMware via vCenter • Bare Metal via IPMI
  • 17. Zone • Generally used to designate a specific geographic location • Shares secondary storage across the entire zone • Has a single network model for the entire zone
  • 18. Pod • General practice – used to designate a rack of machines or row of racks • Shares a guest network
  • 19. Cluster • Usually a maximum of 8-15 machines per cluster • Homogeneity is required – Same hypervisor (incl. same version) – Same CPUs – Same networking • Primary storage is cluster specific
  • 20. Secondary Storage • Stores templates, ISOs, and snapshots • Historically NFS – added the option of object storage recently – Includes Swift, GlusterFS, Ceph and others (in various states of production readiness) • Managed by Secondary Storage VM – – Manages moving templates and snapshots from/to primary storage, aging out snapshots, etc.
  • 21. Primary Storage • Supports NFS, iSCSI, and Clustered Logical Volume Manager (CLVM) • Requires a shared mountpoint that the hypervisors can mount and write to • Can use local storage but that means no HA, live migration, etc.
  • 22. Management Server • UI/API bits are stateless (state is stored in a MySQL database) • All UI functionality is available as an API call • Restful API – Unauthenticated API on 8096 for localhost (disabled by default) – Authenticated on port 8080 – Responses in XML or JSON
  • 23. CloudStack Allocation • How are VMs placed, storage allocated, etc.? • CloudStack has several defaults – First fit – Fill first – Disperse • Don’t like those? Create your own! • Allows over-provsioning • OS Preference
  • 24. High Availability • RFMTTR – “really fast mean time to recovery.” • CloudStack is not (alone) a magical HA solution. • Watches HA-enabled VMs to ensure they’re up, and that the hypervisor it’s on is up. Will restart on another if the hypervisor goes down. • Redundant router.
  • 25. Load Balancing • Uses HA Proxy • CloudStack supports load-balancing for distributing traffic to its instances • Choose between round-robin, source, or least connections • Choose stickiness policy (source, lbcookie, appcookie)
  • 26. Snapshots • CloudStack allows you to take snapshots manually or set up recurring snapshots. • Snapshots can be managed automagically (keep N number) and manually (delete snapshot manually). • Can be turned into templates or volumes to be used by other instances.
  • 27. CloudStack Networking • CloudStack manages – DHCP – VLAN allocation – Firewall – NAT/Port forwarding – Routing – VPN – Load Balancing • CloudStack can manage physical network hardware (F5-Big IP, NetScaler, Juniper SRX)
  • 28. CloudStack Networking Types • CloudStack offers Basic and Advanced Networking – Basic: Easy, can only be one physical network • Every host, system VM, and guest instance has a unique IP – Advanced: Allows multiple physical networks • Each account has a public IP, assigned to virtual router, guest IP range (e.g. 10.0.1.10/24), and VLAN ID for the isolated guest network • Guests communicate via their own dedicated VLAN
  • 29. CloudStack Networks • Management Network: Used by hypervisors and management server to communicate • Private Network: Default network for system VMs (virtual router, secondary storage VM, console proxy VM) • Public Network: Public-facing (e.g. the Internet) • Guest Network: Network VMs are provisioned on • Link-local Network: Network used for communication between hypervisor and system VMs. (RFC 3927)
  • 30. Security Groups • Traditional isolation has been via VLAN • VLANs provide isolation, but at the cost of scaling – Standard limit is 4,096 VLANs – Hardware that supports upper limit is expensive – What happens with 4,097? • Amazon and others use Layer 3 isolation (Security Groups)
  • 31. Security Groups • Assumes a quasi-trusted Layer 2 network • Filtering/isolation happens at the bridge level (think ebtables) • Deny by default
  • 32. Accounts, Domains, and Projects • CloudStack has a top-level domain called ROOT • You can create sub-domains • You can create 3 types of accounts, admins, domain-admins, or users • Projects can be used to hold resources for time-limited projects • Supports LDAP integration • CloudStack’s account system is very simple – don’t make it more complicated!
  • 33. Usage Accounting • Provides stats that can be used for billing (but is not a billing solution) • Usage stats show: VM count, CPU usage, disk allocation and use, network usage over time. • Integration howtos for importing to Excel, Ubersmith, Amysta, and Cloud Portal.
  • 35. DevCloud • DevCloud is a VirtualBox image w/nested virt. • Grab the DevCloud image from: http://wiki.cloudstack.org/display/COMM/DevCloud • Log in via the GUI: http://localhost:8080/client • SSH to DevCloud: ssh -p 2222 root@localhost Username: admin Password: password • DevCloud KVM – effort to run DevCloud on a KVM host
  • 36. CloudStack Runbook • Minimal install (1 server) • Written by David Nalley w/fixes from the community • http://people.apache.org/~ke4qqq/runbook / • Focuses on CentOS w/KVM – other runbooks in process for Ubuntu w/Xen or KVM.
  • 37. Contact Me Email: [email protected] Phone: +1 314-669-4JZB (4592) Blog: http://dissociatedpress.net/ Twitter:

Editor's Notes

  • #33: A user can belong to only one Account, .ie. the same User cannot belong to multiple Accounts.Whenever creating an account at any domain level it can be of two types - Admin or user. If account == Admin then he will be domain admin of that domain and if created with type=user he will be a regular account under that domain.Admin created at ROOT level is called ROOT admin and since ROOT is the top domain he has privileges to act on all the resources.Username is unique in a Domain across Accounts in that Domain. The same username can exist in other domains, including subdomains.Account name is unique in a domain. The same Account name can exist in other domains, including subdomains.Domain name can repeat as long as the full pathname from ROOT is unique. For ex, you can have ROOT/d1, as well as ROOT/foo/d1, and ROOT/bar/d1.Resources belong to an Account, not individual users in that account. Billing, resource limits etc are maintained by Account, not usernames.CloudStack allows to create 3 different types of accounts --> admin/domain-admin or user account. All the roles (admin, domain admins and user) are attached at account level.Under the account all the users have the same privileges. There are no role based users in one account.We can have multiple admins for the same domain.All the domains get created under the ROOT domain.