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1 US HEADQUARTERS Mountain View, CA 615 National Ave., Suite 100 Mountain View, CA Phone Fax Mirantis OpenStack 6 with VMware vcenter and NSX Mirantis Reference Architecture 17 December 2014

2 Table of Contents Executive Summary... 2 Acknowledgements... 3 About VMware/Mirantis OpenStack Integration... 3 Intended Audience... 4 Resources... 4 REFERENCE ARCHITECTURE... 5 OpenStack Components... 5 VMware Components... 6 Logical Configuration... 6 Recommended Hardware Required Software Installation and Setup Process - Summary Prepare ESXi Host Networking for vcenter/openstack Integration and Obtain Required Information for OpenStack Configuration Prepare NSX Controller for NSX/OpenStack Integration Create Fuel Master Node Enable Experimental Features in Fuel Upload NSX packages to Fuel Master Node Boot OpenStack Controllers and Await IP Address Assignment and Discovery by Fuel Create a New OpenStack Environment in Fuel and Specify Configuration Test Network Configuration with Fuel Deploy OpenStack Health-Check OpenStack Controllers Perform Functional Tests on Integration Conclusion Appendix Mirantis Support Executive Summary This reference architecture provides step-by-step instructions, component software lists, hardware and platform recommendations for integrating Mirantis OpenStack 6.0 or later versions of Mirantis OpenStack (MOS) to an existing VMware vcenter 5.5 data center with VMware NSX 4+ softwaredefined networking (SDN) All Rights Reserved 2

3 The goal of integration is to let you administer the VMware cluster s compute, storage and networking resources via OpenStack s REST APIs, Python-based remote command-line clients, and programming language-specific APIs and libraries. Integrating OpenStack with VMware gives developers and IT operators a rich, powerful, scalable, well-documented and fast-evolving toolkit for general cloud automation, agile software development under Continuous Integration/Continuous Delivery (CI/CD) and other models, and access to a growing range of best-of-breed open source tools for cloud service delivery. Note that in Mirantis OpenStack 6.0, use of NSX is treated as an experimental feature, and must be deliberately enabled (see below). Acknowledgements This document could not exist without OpenStack itself an evolving product created by its global community of users and governed by the OpenStack Foundation. It owes a debt to OpenStack community documentation, and to specific works such as the OpenStack Achitecture Design Guide. Mirantis wishes the thank the OpenStack Foundation for supporting creation of these works, for generously licensing them, and for maintaining them and to the many authors, editors and other experts who contribute to them. About VMware/Mirantis OpenStack Integration Mirantis OpenStack 6 (corresponding to OpenStack Juno), released in December, 2014, introduces vcenter with integrated NSX support, enabling Fuel to deploy OpenStack Controllers (individually, or three or more in HA mode) that manage compute and network resources of a VMware data center. In addition, MOS 6 fixes bugs, improves performance, and delivers refined OpenStack VMware support as follows: VLAN Manager is supported in vcenter environments, enabling use of Nova-network network topologies in vcenter environments. Glance performance on vcenter environments has been improved. Glance can now can use vsphere Datastore as a backend for faster image-copying. OpenStack s NoVNCproxy (proxy for VNC console application connections to VMs) now works with vcenter. Metadata services are available when vcenter is used as a hypervisor. Cirros test images now work properly with vcenter. An existing Fuel Master Node can be upgraded in place from 5.1.x to 6.0 GA. The 6.0 Fuel Master Node can deploy 6.0 environments as well as manage earlier Mirantis OpenStack environments All Rights Reserved 3

4 Intended Audience To be successful with this guide, we assume: You are familiar with virtualization You are knowledgeable about VMware, and are presently operating a data center using VMware technologies, including vcenter Server, ESXi and NSX SDN. You are comfortable following instructions to perform basic configuration and administrative tasks with web-based system management tools and with vsphere Client on Windows. You have general knowledge of OpenStack and understand its components functions. You are generally familiar with network architecture, concepts such as DHCP, VLANs, and tunneling. Resources General Resources o o Mirantis OpenStack Documentation (6.0) o Mirantis Bill of Materials Calculator o OpenStack community documentation o OpenStack Architecture Design Guide Specific Resources - This Reference Architecture o See Mirantis OpenStack Documentation : Reference Architectures : VMware vsphere Integration (5.1 / 6.0) for information about how vcenter support is implemented in Mirantis OpenStack o Mirantis OpenStack Documentation : User Guide : vsphere Deployment Notes (5.1 / 6.0) gives instructions for creating and deploying a Mirantis OpenStack environment that is integrated with VMware vsphere o For background information about VMware vsphere support in OpenStack, see VMware vsphere - OpenStack Manuals o vsphere Installation Guide: vsphere Installation and Setup o VMware NSX Network Virtualization Design Guide: All Rights Reserved 4

5 REFERENCE ARCHITECTURE OpenStack Components This reference architecture provides a method and specifies tools (primarily Mirantis OpenStack 6.0 or later versions of the Mirantis OpenStack distribution) and infrastructure for deploying an OpenStack Controller (or HA controller cluster) and integrating it with an existing VMware vcenter 5.1 Server and vsphere data center with NSX 4 software-defined networking (SDN) (see below for precise software component version compatibility notes). Mirantis OpenStack components comprise: o o o Fuel Master Node: A discrete machine used to preconfigure, deploy, sanity-check, access and manage the OpenStack Controller and its components. OpenStack Controller: A single machine (or high-availability cluster of three or more machines), with significant compute and storage capability, hosting the following components: o OpenStack Primary Components: Keystone - OpenStack authentication service Glance - OpenStack image-storage service Cinder - OpenStack block-storage service Neutron - OpenStack go-forward network service. The VMware NSX driver translates between Neutron and NSX networking components. SDN switching component - In this reference architecture, this is an NSX vswitch. Nova components - Includes nova-scheduler and nova-compute, with which the vcenter driver integrates. o OpenStack Control Plane: OpenStack REST API services. OpenStack Horizon web dashboard (and web server). OpenStack Python command-line clients (CLI). OpenStack Databases (MySQL): OpenStack Message Queues (RabbitMQ) High-Availability Components (HA configuration only): Galera cluster manager (HA mode only, providing database high availability) HAproxy (HA configuration only) All Rights Reserved 5

6 VMware Components VMware components comprise: VMware vsphere vcenter Server - Conceptually equivalent to the OpenStack Controller VMware Control Center - Cluster management console VMware vsphere ESXi hypervisor - Conceptually equivalent to an OpenStack nova compute node with local storage (4) NSX appliances: o NSX Manager - Centralized network management component of NSX o NSX Controller - Distributed state management system that controls virtual networks and overlay transport tunnels. o NSX Service Node - Assists with packet replication for broadcast network nodes, and with management of similarly-tasked physical switches. o NSX Gateway - Provides L2/L3 connectivity services for virtual machines. (6+) NSX vswitch - Virtual switch - provides distributed switching local to ESXi hosts and OpenStack Controllers. One required in each OpenStack Controller, in each ESXi host, and in NSX service nodes and gateways. Logical Configuration In the diagram below, required vcenter/vsphere, NSX and Mirantis OpenStack infrastructure is shown in a minimal configuration with production elements. As illustrated, only a single OpenStack Controller is present or required for a proof-of-concept (PoC) deployment, whereas a minimum of three controllers (forming a quorum) is required for full HA functionality. As the integration instructions make clear, we recommend using Mirantis OpenStack to deploy controllers (even a single controller) in HA mode, which configuration will accomodate adding controllers (2+) later to achieve full HA functionality. Four equipment blocks are shown from top to bottom, these are: Connectivity - Comprising a router/gateway and 48-port switch Mirantis OpenStack - Comprising: o Fuel Master Node (not shown: Fuel management console - browser device) o Three OpenStack Controller servers in HA configuration (each with NICs eth0 for management and storage, eth1 for public network, eth2 for VM network). The OpenStack Controllers host Neutron, OpenStack s go-forward network management module, the vcenter driver, and the NSX driver. Also residing on the controllers is an NSX vswitch component used to terminate and switch STT tunnels for VM traffic. VMware - Comprising: o vcenter Server (not shown: vcenter Manager/vSphere Client) All Rights Reserved 6

7 o vsphere ESXi Hypervisors (compute nodes, x2) (each with NICs vmnic1, vmnic2). Each Hypervisor node also hosts an NSX vswitch component for VM traffic switching on STT tunnels. NSX Block - Comprising: o NSX Manager o NSX Controller o NSX Gateway (two NICs, for VM and management, and for public network traffic) o NSX Service Node o NSX VIB for OpenVSwitch (see below) Two physical networks conjoin these devices, referred to as: Management Network, carrying logical networks: o Management Network: Connects all devices except Fuel Master. OpenStack Controllers connect on eth0, vsphere ESXi Hypervisor nodes connect on both vmnic0 (for management of hypervisor) and vmnic1 (for management of VM networking) o OpenStack Networks (private to controllers): Fuel Admin Network: Conveys untagged traffic between Fuel Master and OpenStack Controller eth0 NICs as untagged traffic within CIDR /24, carried on the physical network designated for Management traffic. Note: Since the Fuel Master Node will provide DHCP and PXE-boot services to the OpenStack Controller machines, it is essential that no other DHCP server be provisioned on this logical network. OpenStack Storage Network: Connects OpenStack Controllers (tagged as VLAN 102) VM Fixed Network: Connects OpenStack Controllers (tagged as VLAN 103) VM/Public Network, carrying logical networks: o VM Traffic: As STT tunnels. Connects OpenStack Controllers (eth2), NSX Gateway, NSX Service Node, and ESXi Hypervisor nodes (on vmnic1) o OpenStack Public network and internet traffic, connecting NSX Gateway, eth1 of OpenStack Controllers, and router All Rights Reserved 7

8 Figure 1. Example rack arrangement for all components of VMware+NSX+OpenStack integration, in a minimum viable equipment configuration for production, with logical networks depicted and interfaces labeled. Note use of three (3) OpenStack controllers, creating a quorum for High Availability All Rights Reserved 8

9 Figure 2. Physical and logical network connections with interface and components detail All Rights Reserved 9

10 Recommended Hardware Required for this RA are: 1 Server to host Fuel Master: Suggested minimum configuration for installation in production environment: Quad-core CPU 4GB RAM 1 gigabit network port 128GB SAS Disk IPMI access through independent management network Suggested minimum configuration for installation in lab environment: Dual-core CPU 2GB RAM 1 gigabit network port 50GB disk Physical console access 1-3 servers to host OpenStack Controller services, each with three NICs Example configuration. Additional configurations can be explored using the Mirantis Bill of Materials Calculator at https://www.mirantis.com/openstack-services/bom-calculator/ Count: 3 server(s), 3 rack unit(s) total CPU: 2 x Intel Xeon E (6 cores total) RAM: 6 x 4GB NIC: Intel Ethernet X540 DP 10GBASE-T Server Adapter (20Gb) Admin computer or laptop with browser to access Fuel Web UI and perform other administrative functions To access Fuel, you will need to use a browser pointed to the local IP address of the Fuel web UI on the Fuel Master Node. This is most easily accomplished by attaching a laptop with a standard browser (e.g., Chrome or Firefox) to the Fuel management network ( /24) via the switch All Rights Reserved 10

11 Required Software Mirantis OpenStack 6.x VIB (vsphere Installation Bundle) files for integrating OpenStack with ESXi hosts. These are obtainable from VMware for licensed users of NSX: nsx-ovs build30176-rhel61_x86_64.tar.gz nsx-ovs build30176-ubuntu_precise_amd64.tar.gz Browser (Firefox, Chrome) VMware vsphere Client This reference architecture was tested on: vcenter 5.5 NSX (Gateway, Manager, Controller, Service node) NSX OVS build30176 CentOS 6.5 as host OS on OpenStack Controller nodes (there is a kernel incompatibility between OVS build30176 and Ubuntu (kernel 3.13)) We believe it should work on: vcenter 5.5 (preferably Update 2) NSX OVS 2.3 version of NSX Gateway, Manager, Controller, Service node compatible with NSX OVS 2.3. NSX customers should consult VMware for compatibility recommendations. Installation and Setup Process - Summary Installation follows these major steps: 1. Prepare ESXi Host Networking for vcenter/openstack integration and obtain required information for OpenStack configuration 2. Prepare NSX Controller for NSX/OpenStack integration 3. Download Mirantis OpenStack.iso from 4. Create Fuel Master Node 5. Log into Fuel Master Node, enable experimental features, restart required services 6. Upload NSX packages to Fuel Master Node 7. Boot OpenStack Controllers and await IP address assignment and discovery by Fuel 8. Create a New OpenStack environment in Fuel and specify configuration 9. Test Network configuration with Fuel 10. Deploy OpenStack 11. Sanity-check OpenStack Controllers 12. Perform functional tests on integration All Rights Reserved 11

12 Prepare ESXi Host Networking for vcenter/openstack Integration and Obtain Required Information for OpenStack Configuration As noted in OpenStack documentation (see to enable integration of Mirantis OpenStack with vcenter, our first task is to create and label the VM fixed network. We use the label br100, which VMware s nova driver for vcenter uses for this purpose. 1. Open the ESXi host page, select the "Manage" tab and click on "Networking". vswitch0 and all its networks are shown. Click the Add Network button: All Rights Reserved 12

13 2. In the "Add Networking" wizard, select the Virtual Machine Port group: All Rights Reserved 13

14 3. On the next page, select the "Virtual Machine Port Group" option to ensure that the network will be created in vswitch0: All Rights Reserved 14

15 4. Always name the network br100. Type a VLAN Tag in the VLAN ID field (the value must be equal to the VLAN Tag at VM Fixed on Fuel s Network settings tab Fuel normally uses VLAN 103 for this traffic): Also obtain required information for OpenStack configuration (to be performed later with the Fuel Web UI) as follows: vcenter Server IP address vcenter Server adminstrative username and password Names of vcenter clusters (comma-separated), e.g.,: web-cluster, db-cluster Limitations: Configuration has been tested and works with vcenter 5.5 and NSX 4.0 on CentOS VMDK is the only supported back-end for both Cinder and Glance. The driver used is VMware s VMDK driver (see Stackalytics DriverLog for more information) All Rights Reserved 15

16 Prepare NSX Controller for NSX/OpenStack integration Next, you will configure the NSX controller to communicate with OpenStack. Note that if the NSX Controller s IP address is on a network separate from NSX and vcenter you must insure L3 connectivity between the OpenStack Public network and the network where the NSX Controller resides. In NSX Manager, examine settings for the network used to provide VM networking in your vcenter cluster. You will need to determine and provide several settings while configuring OpenStack using the Fuel Web UI. The required values are: UUID of the Transport Zone in the NSX cluster Transport Type UUID of the L3 Gateway Service Instruct VMware NSX to export the OpenStack virtual machine virtual interface (vif) UUID as extra information besides the VMware vsphere one. This is necessary as OpenStack uses a different UUID than VMware vsphere does. Without this setting, OpenStack will not recognize a VM that it created for further operations via the Neutron API. Instruct NSX to allow custom vifs with the nsxd --allowcustom-vifs command. When asked for a username and password, enter the username and password for the ESXi host. Create Fuel Master Node Procedure is as follows: 1. Connect hardware per the network diagram (Figure 2). Set the BIOS of all platforms designated to host an OpenStack Controller to PXE-boot from network. Turn all Controller machines off. Keep in mind that the Fuel Master works as a DHCP server for the Controller nodes to which it will deploy OpenStack, so should be the only DHCP server active on this L2 network. 2. Download the Mirantis OpenStack 6.0.iso from 3. Burn the.iso to disk or USB, and use it to boot the machine designated to host the Fuel Master Node. Note: the Fuel Master software will take over an attached hard drive and install itself for rapid restart do not, therefore, perform this install on a personal laptop or other machine whose hard drive contents or configuration must be retained. 4. If you need to change PXE network parameters or other default behavior, pressing <TAB> during initial setup of the Fuel Master will let you modify the default command line for installation. Change the value showmenu=no to showmenu=yes to enable access to Fuel Setup, which makes a host of options customizable. Further instructions for customizing PXE and other characteristics can be found in Mirantis Documentation: User Guide: All Rights Reserved 16

17 Changing PXE Network Parameters During Installation. Note that Fuel Setup can only be used during initial boot of the Fuel Master Node not post-installation. Setting new network settings for an already-installed Master Node requires that all Docker containers be rebuilt and possibly further manual reconfiguration. 5. Allow Fuel to complete self-installation. Enable Experimental Features in Fuel To enable configuration of an OpenStack Controller cluster with Neutron networking, integrated with NSX, it is necessary to enable experimental features in Fuel. This is done by: 1. Logging into the Fuel Master as root (default password: r00tme) 2. Changing permissions on the file /etc/fuel/version.yaml to make it modifiable # chmod 777 /etc/fuel/version.yaml 3. Editing the file /etc/fuel/version.yaml to include the line -experimental as shown, then saving the file And restarting the Nailgun container as follows: # dockerctl restart nailgun # dockerctl restart nginx # dockerctl shell cobbler (docker shell prompt)# cobbler sync (docker shell prompt)# exit All Rights Reserved 17

18 Upload NSX Packages to Fuel Master Node Once the Fuel Master Node is installed, NSX packages must be copied onto it in preparation for OpenStack configuration and deployment. The packages themselves must be obtained from VMware directly they are available free of charge to NSX license holders. The Fuel Master Node is presumed to have IP address in this example: 1. Copy packages to Fuel Master Node root directory: $ scp nsx-ovs build30176-rhel61_x86_64.tar.gz $ scp nsx-ovs build30176-ubuntu_precise_amd64.tar.gz 2. Place NSX packages in the /var/www/nailgun/ directory of the Fuel Master Node: ~]# mkdir /var/www/nailgun/nsx ~]# cd /var/www/nailgun/nsx nsx]# tar -xf ~/nsx-ovs build30176-rhel61_x86_64.tar.gz nsx]# tar -xf ~/nsx-ovs build30176-ubuntu_precise_amd64.tar.gz 3. Insure that the files are being served by the Fuel Master Node s webserver. Open the URL in a web browser and check that the web server successfully lists the packages. 4. Record the URL for the "URL for NSX bits" setting on the Settings tab in the Fuel web UI. Boot OpenStack Controllers and Await IP Address Assignment and Discovery by Fuel The OpenStack Controller machines can then be switched on. They will PXE-boot from the Fuel Master Node, installing a basic OS, and will be auto-discovered by Fuel and visible on the Fuel Web UI, accessible via browser on the Fuel deployment network at the default URL: with default user/pass admin/admin. Remaining configuration of your OpenStack Controller cluster will be done with the Fuel Web UI All Rights Reserved 18

19 Create a New OpenStack environment in Fuel and Specify Configuration We recommend beginning by changing the default Fuel administrative username and password, using the link in the upper right of the Fuel Web homepage. Next, click on the prominent cloud icon to create a New OpenStack Environment. This will initiate a wizard that will walk you through the major choices required to provision a new OpenStack deployment All Rights Reserved 19

20 On the Name and Release dialog: Name your environment anything you like. Select CentOS 6.5 as the host Operating System All Rights Reserved 20

21 On the Deployment Mode dialog: Select Multi-Node with HA. Do this even if you plan to provision only a single controller. The resulting deployment will have high-availability components installed and preconfigured, enabling promotion of the cluster to fully-functional high availability with the addition of two more identically-configured controller machines, without the need for redeployment of the primary node All Rights Reserved 21

22 On the Compute dialog: Select vcenter Insert vcenter Server IP address, administrative user/pass, and vcenter cluster names, as previously recorded (example values shown): All Rights Reserved 22

23 On the Network dialog: Select Neutron with NSX Plugin. Note that you must have enabled MOS 6 experimental features for this option to be available (see above). The prompt Neutron is not available with vcenter as a compute option is legacy, and does not appear in production MOS 6.0 Fuel All Rights Reserved 23

24 On the Storage Backends dialog: Select VMware VMDK Volume Storage. Mirantis OpenStack 6.x prompts you to select VMware VMDK storage format when the vcenter hypervisor is selected (see illustration below). In non-ha mode, server local storage is automatically used for Glance All Rights Reserved 24

25 On the Additional Services dialog: Select nothing. Additional preconfiguration is required to make Sahara and Ceilometer viable with VMware. To explore this, please see Mirantis OpenStack 6.0 Documentation. Then click Create to create a template for your new OpenStack Controller installation. Next, click the new environment s icon to expose Fuel s configuration tabs. Insure that Fuel has discovered the machines on which you intend to deploy OpenStack Controllers (upper right). They should be enumerated as Unallocated nodes (three are shown in the illustration). Then, on the Nodes tab, click Add Nodes. Check the checkbox to the left of each machine you intend to target for OpenStack Controller deployment (1 or 3 machines). Finally, at the top of the page, check Controller and Apply Changes. You will note that the machines to which you have assigned roles are no longer Unallocated All Rights Reserved 25

26 On the Network Settings tab, under the VMware NSX heading, make the following changes and supply required information: NSX administrative username and password Transport zone UUID for the NSX VM network L3 Service UUID for the NSX gateway IP address of the NSX Controller The URL (default) at which you stored NSX components visible to the Fuel Master Node s webserver. The Network Transport Type (STT) All Rights Reserved 26

27 Also check Storage settings: Note that when you have deployed your Neutron with NSX plugin environment and logged into the Horizon dashboard, external and internal networks will have been created with net04_ext and net_04 names accordingly. Test Network Configuration with Fuel On Fuel s Network Settings tab, at the bottom, you will find a button labeled Verify Networks. Clicking this begins a broadcast test that should complete and verify the correctness of your network settings. Deploy OpenStack Once the above steps are complete, return to Fuel s home page and deploy your OpenStack cluster. The deployment process can be lengthy, but is entirely automated at this point. You can follow deployment by using Fuel to examine deployment logs as they are generated. Health-Check OpenStack Controllers Post-deployment, the Health Check tab in Fuel offers an array of automated sanity and functional tests for evaluating deployment integrity. The complete array of tests takes several minutes to complete. Full discussion of automated tests can be found here. Perform Functional Tests on Integration Fuel installs a complete suite of OpenStack CLI clients by default, making it simple to perform basic functional tests on your integration All Rights Reserved 27

28 Clients can be accessed by SSH ing to the Fuel Master Node as root (default password: r00tme). Alternatively, remote clients can be installed on any machine according to this tutorial, and accessed via the OpenStack public network/internet. A good first test of the CLI interface is to try: # nova image-list which returns a list of boot images available to you. Note the IDs. # neutron net-list Shows available networks. Note the ID of the private network. Finally, let s use the nova boot command to start a VM, swapping in the IDs for the image and private network you derived from the values returned by the two prior commands: # nova boot [vm-name] --flavor m1.small --image (image ID) --security-groups default --nic net-id=(private net ID) In a couple of seconds, your new VM should spawn. Check to see if it s active, using: # nova list which shows all your active VMs. Conclusion The reference architecture described above is inevitably going to evolve quickly as VMware, Mirantis and the OpenStack community continue to expand the scope and utility of connections between VMware virtualization and cloud software and OpenStack. For the moment, it is a practical test-bed for evaluating some of the basic use-cases for VMware+OpenStack coexistence benefits that will no doubt expand radically over the next six to eighteen months. Appendix Mirantis Support Mirantis offers 30 days of free support by , to customers who download Mirantis OpenStack All Rights Reserved 28

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