Red Hat Cloud Infrastructure 4 Quick Start for Red Hat Enterprise Virtualization and Red Hat CloudForms

Transcription

1 Red Hat Cloud Infrastructure 4 Quick Start for Red Hat Enterprise Virtualization and Red Hat CloudForms Installing Red Hat Cloud Infrastructure Red Hat Cloud Infrastructure Documentation Team

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3 Red Hat Cloud Infrastructure 4 Quick Start for Red Hat Enterprise Virtualization and Red Hat CloudForms Installing Red Hat Cloud Infrastructure Red Hat Clo ud Infrastructure Do cumentatio n Team Red Hat Custo mer Co ntent Services rhci- do cs@redhat.co m

4 Legal Notice Copyright 2014 Red Hat. This do cument is licensed by Red Hat under the Creative Co mmo ns Attributio n- ShareAlike 3.0 Unported License. If you distribute this document, or a modified version of it, you must provide attribution to Red Hat, Inc. and provide a link to the original. If the document is modified, all Red Hat trademarks must be remo ved. Red Hat, as the licensor of this document, waives the right to enforce, and agrees not to assert, Section 4d of CC-BY-SA to the fullest extent permitted by applicable law. Red Hat, Red Hat Enterprise Linux, the Shadowman logo, JBoss, MetaMatrix, Fedora, the Infinity Logo, and RHCE are trademarks of Red Hat, Inc., registered in the United States and other co untries. Linux is the registered trademark of Linus Torvalds in the United States and other countries. Java is a registered trademark o f Oracle and/o r its affiliates. XFS is a trademark of Silicon Graphics International Corp. or its subsidiaries in the United States and/o r o ther co untries. MySQL is a registered trademark of MySQL AB in the United States, the European Union and o ther co untries. Node.js is an official trademark of Joyent. Red Hat Software Collections is not formally related to or endorsed by the official Joyent Node.js open source or commercial project. The OpenStack Wo rd Mark and OpenStack Lo go are either registered trademarks/service marks or trademarks/service marks of the OpenStack Foundation, in the United States and other countries and are used with the OpenStack Foundation's permission. We are not affiliated with, endo rsed o r spo nso red by the OpenStack Fo undatio n, o r the OpenStack co mmunity. All o ther trademarks are the pro perty o f their respective o wners. Abstract This guide covers how to deploy Red Hat Cloud Infrastructure using Red Hat Enterprise Virtualizatio n as the virtualizatio n layer and Clo udfo rms Management Engine fo r systems management.

5 T able of Cont ent s Table of Contents. 1.. St.. art.. ing.... wit.. h.. Red.... Hat.... Cloud..... Infrast ruct.... ure:.... Red.... Hat... CloudForms and.... Red.... Hat.... Ent... erprise Virt ualizat ion Und erstand ing Red Hat Clo ud Infrastructure Cho o sing Red Hat Enterp rise Virtualizatio n o r Red Hat Enterp rise Linux O p enstack Platfo rm 1.3. Und erstand ing Red Hat Enterp rise Virtualizatio n and Red Hat Clo ud Fo rms Installatio n Inst... alling Red.... Hat... Ent... erprise Virt... ualizat ion Req uirements fo r Red Hat Enterp rise Virtualizatio n Firewall Rules Installing the Red Hat Enterp rise Virtualizatio n Manag er Installing a Hyp erviso r Co nfig uring the Hyp erviso r Ap p ro ving the Hyp erviso r Setting Up Sto rag e Do mains Inst... alling..... Red.... Hat.... CloudForms Req uirements fo r Red Hat Clo ud Fo rms O b taining the Clo ud Fo rms Manag ement Eng ine Ap p liance Up lo ad ing the Ap p liance with the Imag e Up lo ad er Imp o rting the Ap p liance as a Temp late Creating a Virtual Machine Based o n the Ap p liance Temp late Ad d ing a Virtual Disk to Ho st the Datab ase Starting and Accessing the Virtual Machine Co nfig uring an Internal Datab ase Adding Red.... Hat... Ent... erprise Virt... ualizat ion... Providers t. o.. CloudForms Infrast ruct... ure Ad d ing a Red Hat Enterp rise Virtualizatio n Pro vid er Explore What....'s.. Next A... Revision Hist.... ory

6 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms 1. St art ing wit h Red Hat Cloud Infrast ruct ure: Red Hat CloudForms and Red Hat Ent erprise Virt ualizat ion This guide will help you install a Red Hat Enterprise Virtualization configuration, then set up an instance of Red Hat CloudForms to manage it. Red Hat Enterprise Virtualization provides the underlying structure for running and storing virtual machines. Red Hat CloudForms provides management capabilities for orchestrating sets of virtual machines, tracking the health of the infrastructure, and shifting resources to adapt to existing conditions. Red Hat Enterprise Virtualization and Red Hat CloudForms are part of the Red Hat Cloud Infrastructure solution, along with Red Hat Enterprise Linux OpenStack Platform. Setting up a Red Hat Enterprise Virtualization and Red Hat CloudForms installation is a good place to begin forming the foundation for a potentially larger cloud infrastructure Underst anding Red Hat Cloud Infrast ruct ure Red Hat Cloud Infrastructure brings together the best open source cloud management, hypervisor, networking, and orchestration features available today in one integrated and supported solution. With your Red Hat Cloud Infrastructure cloud, you and your organization can manage: A few or a few thousand virtual machines. A couple of hard disks or huge storage arrays. A single hypervisor or hundreds of them. One flat network or dozens of physical and virtual networks. The data center in your small office or all your data centers around the world. Red Hat Cloud Infrastructure lets you build your own open private hybrid cloud. Open means it can quickly leverage and adapt to new open source technologies as they become available. Private means you can secure your most critical data within the infrastructure you own and control. Hybrid means you can integrate with existing cloud technologies (such as VMware vcenter or Microsoft Hyper-V Server) or direct some of your workload to public cloud providers, such as Amazon EC2. All the software you need to establish your own cloud infrastructure is included with Red Hat Cloud Infrastructure. Red Hat Enterprise Linux, the standard for enterprise-quality Linux systems, forms the foundation for Red Hat Cloud Infrastructure host and management systems. Within Red Hat Cloud Infrastructure is a consolidation of three Red Hat products: Red Hat CloudForms Red Hat CloudForms lets you establish a consistent management interface over part or all of your company' s cloud infrastructure. Red Hat CloudForms can orchestrate (launch a set of virtual machines together), set policies (when hosts or virtual machines hit limits, reassign resources), run reports (watch over the health of your cloud), and manage quotas (set user-based limits on how much memory, processor and storage resources can be used). For information on supported features in Red Hat CloudForms, see Platform Support Matrix CloudForms Management Engine 5.3. Red Hat Enterprise Virtualiz ation Red Hat Enterprise Virtualization consists of a Red Hat Enterprise Virtualization Manager (to manage virtual machines and other Red Hat Enterprise Virtualization components) and one or more host computers for running virtual machines (also referred to as hypervisors or 2

7 1. St art ing wit h Red Hat Cloud Infrast ruct ure: Red Hat CloudForms and Red Hat Ent erprise Virt ualizat ion compute nodes). From the Red Hat Enterprise Virtualization Manager, you can connect to storage, configure networking, manage user roles, and run reports. Red Hat CloudForms makes requests to the Red Hat Enterprise Virtualization Manager for services via the Red Hat Enterprise Virtualization application programming interface (API). Red Hat Enterprise Linux O penstack Platform (RHEL O penstack Platform) Like Red Hat Enterprise Virtualization, the primary function of RHEL OpenStack Platform is to launch and manage virtual machines. Instead of a single Red Hat Enterprise Virtualization Manager, however, RHEL OpenStack Platform can have services split across multiple controller nodes. As with Red Hat Enterprise Virtualization, Red Hat CloudForms manages RHEL OpenStack Platform assets via an API. In the tradition of open source software, Red Hat Cloud Infrastructure can tap into your company' s existing infrastructure, connecting to features from other open source or proprietary solutions. So you can either add on new peripheral technologies to Red Hat Cloud Infrastructure or use the following technologies you already have on site: Storage You can use storage features built into Red Hat Enterprise Linux or other third-party products that offer NFS, iscsi, or fibre channel storage. Note that there are additional steps to perform Red Hat CloudForms SmartState Analysis when using iscsi or fibre channel storage. See the Red Hat CloudForms Management Engine 5.2 Installation Guide for details. Authentication Authentication can be handled within Red Hat Enterprise Virtualization without requiring additional authentication services (with the ad mi n user doing local authentication). This is how authentication is shown in this guide. However, if your enterprise already has centrally managed network authentication, such as Red Hat Identity Management, Microsoft Active D irectory, Red Hat D irectory Server 9, or some other LD AP-based authentication (such as OpenLD AP), Red Hat Enterprise Virtualization lets you authenticate through those services. See the Red Hat Enterprise Virtualization Installation Guide for details. Red Hat CloudForms, however, currently only supports local (ad mi n user) or Active D irectory authentication when requesting services from Red Hat Enterprise Virtualization. Software Management By connecting a Red Hat Satellite server into your computer infrastructure, you can manage ongoing software updates and deploy systems from bare metal. Future releases of Red Hat Cloud Infrastructure will include Red Hat Satellite server, as part of the entitlements that come with Red Hat Cloud Infrastructure, for deploying and managing cloud components. Third-Party Virtualiz ation and Cloud Providers If you are currently running virtual machines in virtualization or cloud environments such as VMware vcenter or Microsoft Hyper-V Server, you can begin using Red Hat CloudForms to manage those environments, along with your Red Hat Enterprise Virtualization and RHEL OpenStack Platform providers. This allows you to manage all of your cloud platforms from the same place and in a consistent way Choosing Red Hat Ent erprise Virt ualizat ion or Red Hat Ent erprise Linux OpenSt ack Plat form 3

8 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms OpenSt ack Plat form Because Red Hat Enterprise Virtualization and RHEL OpenStack Platform provide many of the same basic features (primarily, the ability to manage and run virtual machines across many host computers), questions arise about what workloads are most appropriate for those two products. Here are some comparisons of Red Hat Enterprise Virtualization and RHEL OpenStack Platform: Configuration Complexity With Red Hat Enterprise Virtualization, most of the services for managing the Red Hat Enterprise Virtualization environment are built into the Red Hat Enterprise Virtualization Manager. With RHEL OpenStack Platform, services can be divided up in many different ways and spread across multiple systems. This makes Red Hat Enterprise Virtualization easier to set up initially, but more difficult to disperse management services across multiple manager nodes. RHEL OpenStack Platform, on the other hand, offers much more flexible configurations that can be more complex to manage, with services spread across multiple controller nodes. Customiz ed Virtual Machines Red Hat Enterprise Virtualization is best for running customized virtual machines, such as desktop installations. RHEL OpenStack Platform is best suited for more generic virtual machines that do not change much, but need to be deployed over and over again. An analogy that is sometimes used in this case is that Red Hat Enterprise Virtualization is best for managing pets (each of which requires personal attention), while RHEL OpenStack Platform is best suited for handling cattle (which are managed more in a production line than individually). Duration Because Red Hat Enterprise Virtualization is best for holding more individualized virtual machines, they might tend to stay around longer. For RHEL OpenStack Platform, typical virtual machines are more likely to do their jobs, then be discarded and spun up fresh again when needed. Keep in mind that either Red Hat Enterprise Virtualization or RHEL OpenStack Platform can handle any of the workloads just described here. What we are talking about is the kinds of workloads that each is best suited for. An organization might choose to configure separate Red Hat CloudForms and Red Hat Enterprise Virtualization, and Red Hat CloudForms and RHEL OpenStack Platform environments, choosing Red Hat Enterprise Virtualization to offer virtual desktop systems and RHEL OpenStack Platform to run internal web mail or employee information services Underst anding Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms Inst allat ion The goal of the Red Hat Enterprise Virtualization and Red Hat CloudForms installation process described in this guide is to create a solid Red Hat Enterprise Virtualization infrastructure that is managed by Red Hat CloudForms. Before you begin the actual Red Hat Enterprise Virtualization and Red Hat CloudForms installation process, you need to have some of the following in place: Computers The Red Hat Enterprise Virtualization Manager can be installed on a physical host or as a virtual machine on a KVM host. There is also a feature called Hosted Engine that, with special setup, allows the Red Hat Enterprise Virtualization Manager to run as a virtual 4

9 1. St art ing wit h Red Hat Cloud Infrast ruct ure: Red Hat CloudForms and Red Hat Ent erprise Virt ualizat ion machine on a host in the Red Hat Enterprise Virtualization environment. As for host systems (Red Hat Enterprise Virtualization Hypervisor or Red Hat Enterprise Linux host), they should run directly on physical computers. Network Interfaces At least one network interface (referred to as the rhevm network) is required between the Red Hat Enterprise Virtualization Manager, host systems (which can be Red Hat Enterprise Virtualization Hypervisor appliances or Red Hat Enterprise Linux hosts) and storage. You can create additional network interfaces to separate traffic, depending on your needs. For example, you can separate network that provides access to public networks from your virtual machines, a fast connection to databases, or a dedicated network for migrating virtual machines between hosts. Storage Three different types of storage domains are used in Red Hat Enterprise Virtualization. An ISO domain stores ISO images you can launch or install from. A data domain is where you can get space to assign as back-end storage for the virtual machines. An export domain is used to import and export virtual machines into and out of the Red Hat Enterprise Virtualization environment. A variety of storage technologies can be used to create the storage domains, including iscsi, NFS, Fibre Channel, and Red Hat Storage. Authentication Roles to use and administer your Red Hat Enterprise Virtualization environment can be assigned in a local authentication database or can leverage user accounts from Red Hat Identity Management, Red Hat D irectory Server 9, or Microsoft Active directory. If you have a central authentication server in place, you can identify it when you install the Red Hat Enterprise Virtualization Manager. Installation of a Red Hat Enterprise Virtualization setup consists of the following basic steps: 1. Install Red Hat Enterprise Linux: You need to install Red Hat Enterprise Linux as a prerequisite to installing the Red Hat Enterprise Virtualization Manager software. 2. Install the Red Hat Enterprise Virtualization Manager on Red Hat Enterprise Linux: The Red Hat Enterprise Virtualization Manager is the system that manages your Red Hat Enterprise Virtualization infrastructure. Using Red Hat Cloud Infrastructure or Red Hat Enterprise Virtualization entitlements, subscribe your system, then install and configure your Red Hat Enterprise Virtualization Manager. D uring the configuration process, you need to identify such things as the system's host name, the storage you will use, how authentication is done, and other information. For the example in this guide, local authentication and NFS storage is used. 3. Install Red Hat Enterprise Virtualization Hypervisor: Install the Hypervisor minimal operating system on one or more physical computers you want to act as your host computers (also referred to as compute nodes or hypervisors in other environments). To create a Red Hat Enterprise Virtualization host you can either install a RHEV-H appliance or install a Red Hat Enterprise Linux system and add the necessary Red Hat Enterprise Virtualization and hypervisor software to it. For the example in this guide, the RHEV-H appliance is used. 4. Register Red Hat Enterprise Virtualization Hypervisor with Red Hat Enterprise Virtualization Manager: Once each host is installed, you can have it register itself with the Red Hat Enterprise Virtualization Manager. After that, the Red Hat Enterprise Virtualization Manager can begin using it for running virtual machines. 5

10 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms 5. Set up storage domains and connect those storage domains to the Red Hat Enterprise Virtualization Manager: From the Red Hat Enterprise Virtualization Manager, you need to identify different storage areas needed by the Red Hat Enterprise Virtualization environment. 6. Configure Red Hat CloudForms: A Red Hat CloudForms appliance can be installed as a virtual machine on a host in the Red Hat Enterprise Virtualization environment. It can then be used to manage the assets of the Red Hat Enterprise Virtualization environment. With Red Hat CloudForms in place and communicating with the Red Hat Enterprise Virtualization Manager, you can start using Red Hat CloudForms to manage the resources within your Red Hat Enterprise Virtualization environment. See Section 5, Explore What' s Next for ways to start using your new Red Hat Enterprise Virtualization and Red Hat CloudForms configuration. 2. Inst alling Red Hat Ent erprise Virt ualiz at ion A Red Hat Enterprise Virtualization environment is installed in three stages. First, install and configure the Red Hat Enterprise Virtualization Manager on a Red Hat Enterprise Linux physical machine. Red Hat Enterprise Virtualization Manager provides a graphical user interface to manage the physical and logical resources of the Red Hat Enterprise Virtualization infrastructure. Second, install and configure a Red Hat Enterprise Virtualization Hypervisor on a second physical machine, and add the Hypervisor to the Manager. The Hypervisor is the host on which virtual machines are run. Third, set up storage domains on a third physical machine, and attach those storage domains to the Manager. The data, ISO, and export storage domains provide back-end storage for virtual machine data and ISO files. Following the procedures in this guide will produce a working environment with a Manager, one Hypervisor, and three storage domains. Note This section outlines only the basic options for installing Red Hat Enterprise Virtualization, such as using NFS as the back-end storage for the storage domains. For more information on advanced configuration options, see Red Hat Enterprise Virtualization Installation Guide 2.1. Requirement s for Red Hat Ent erprise Virt ualizat ion The following are the requirements for installing a basic Red Hat Enterprise Virtualization environment: One physical machine on which to install the Red Hat Enterprise Virtualization Manager. This machine must have Red Hat Enterprise Linux installed. For this machine, 16 GB of memory is recommended; a minimum of 4 GB memory is required. One physical machine on which to install the Red Hat Enterprise Virtualization Hypervisor. This machine must have Virtualization enabled in the BIOS. For this machine, 8 GB of memory is recommended; a minimum of 2 GB memory is required. One physical machine on which to install storage domains. This machine must have Red Hat Enterprise Linux installed. For this machine, 500 GB of memory is recommended; a minimum of 100 GB memory is required. The fully qualified domain name of the system on which the Manager is to be installed. 6

11 2. Inst alling Red Hat Ent erprise Virt ualizat ion The organization name to use when creating the Manager' s security certificates Firewall Rules The following table outlines the firewall rules that the eng i ne-setup command configures when you install the Manager. The Manager uses these ports to communicate with and control other machines in the environment. This table is provided for your information; no further configuration is necessary beyond that provided by eng i ne-setup. Table 1. Red Hat Enterprise Virtualiz ation Manager Firewall Rules Ports Protocols Service Purpose 22 TCP SSH Connecting to other machines managed by the Red Hat Enterprise Virtualization Manager. 80, 443 TCP HTTP, HTTPS The JBoss Enterprise Application Platform web server for hosting the Red Hat Enterprise Virtualization Manager web user interface TCP PostgreSQL Communicating with the engine database TCP novnc Opening browser based consoles to virtual machines using the novnc protocol Inst alling t he Red Hat Ent erprise Virt ualizat ion Manager Subscribing t o t he Required Channels Using Subscript io n Manager To install the Red Hat Enterprise Virtualization Manager, you must register the system where you are installing the Red Hat Enterprise Virtualization Manager with Red Hat Subscription Manager, and subscribe to the required channels. 1. Register your system with the Content D elivery Network, entering your Customer Portal user name and password when prompted: # subscription-manager register 2. Find entitlement pools containing the channels required to install the Red Hat Enterprise Virtualization Manager: # subscription-manager list --available grep -A8 "Red Hat Enterprise Linux Server" # subscription-manager list --available grep -A8 "Red Hat Enterprise Virtualization" 3. Use the pool identifiers located in the previous step to attach the R ed Hat Enterpri se Li nux Server and R ed Hat Enterpri se Vi rtual i zati o n entitlements to the system: # subscription-manager attach --pool=pool_id 4. Enable the required channels: 7

12 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms # subscription-manager repos --enable=rhel-6-server-rpms # subscription-manager repos --enable=rhel-6-server-supplementaryrpms # subscription-manager repos --enable=rhel-6-server-rhevm-3.4-rpms # subscription-manager repos --enable=jb-eap-6-for-rhel-6-serverrpms # subscription-manager repos --enable=rhel-6-server-rhevh-rpms Inst alling and Co nfiguring t he Red Hat Ent erprise Virt ualizat io n Manager 1. Install the rhevm package and dependencies: # yum update # yum install rhevm 2. Run the eng i ne-setup command to configure the Red Hat Enterprise Virtualization Manager: # engine-setup 3. Press Enter to accept the automatically detected host name: Host fully qualified DNS name of this server [autodetected host name]: 4. Press Enter to allow the eng i ne-setup command to modify your firewall configuration: Do you want Setup to configure the firewall? (Yes, No) [Yes]: 5. Choose to configure a local database. The eng i ne-setup command configures a PostgreSQL database automatically (including adding a user and a database): Where is the database located? (Local, Remote) [Local]: Setup can configure the local postgresql server automatically for the engine to run. This may conflict with existing applications. Would you like Setup to automatically configure postgresql and create Engine database, or prefer to perform that manually? (Automatic, Manual) [Automatic]: 6. Select Bo th: Application mode (Both, Virt, Gluster) [Both]: 7. Choose NFS as the initial data center storage type: Default storage type: (NFS, FC, ISCSI, POSIXFS) [NFS]: 8. Set a password for the automatically created administrative user of the Red Hat Enterprise Virtualization Manager: 8

13 2. Inst alling Red Hat Ent erprise Virt ualizat ion Engine admin password: Confirm engine admin password: 9. Provide the organization name for the certificate. Press Enter to accept the automatically detected organization name: Organization name for certificate [autodetected domain-based name]: 10. By default, external SSL (HTTPS) communication with the Manager is secured with the selfsigned certificate created earlier in the installation process to securely communicate with hosts: Setup can configure apache to use SSL using a certificate issued from the internal CA. Do you wish Setup to configure that, or prefer to perform that manually? (Automatic, Manual) [Automatic]: 11. The Red Hat Enterprise Virtualization Manager uses the Apache web server to present a landing page to users. Press Enter make the landing page of the Manager the default page presented by Apache: Setup can configure the default page of the web server to present the application home page. This may conflict with existing applications. Do you wish to set the application as the default web page of the server? (Yes, No) [Yes]: 12. Create an NFS share on the Manager to use as an ISO storage domain. Hosting the ISO domain locally to the Manager simplifies keeping some elements of your environment up to date: Configure an NFS share on this server to be used as an ISO Domain? (Yes, No) [Yes]: Local ISO domain path [/var/lib/exports/iso]: Local ISO domain ACL [ / (rw)]: Local ISO domain name [ISO_DOMAIN]: 13. Configure a websocket proxy server for allowing users to connect to virtual machines via the novnc or HTML 5 consoles: Configure WebSocket Proxy on this machine? (Yes, No) [Yes]: 14. Optionally, use the eng i ne-setup command to allow a proxy server to broker transactions from the Red Hat Access plug-in: Would you like transactions from the Red Hat Access Plugin sent from the RHEV Manager to be brokered through a proxy server? (Yes, No) [No]: 15. Review the installation settings, and press Enter to accept the values and proceed with the installation. Please confirm installation settings (OK, Cancel) [OK]: 9

14 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms 2.4. Inst alling a Hypervisor A hypervisor is a physical machine whose processing capabilities the Manager can use to run virtual machines. You must add at least one hypervisor to your Red Hat Enterprise Virtualization environment for it to function. This section outlines how to set up a hypervisor by installing the Red Hat Enterprise Virtualization Hypervisor minimal operating system on a physical machine Preparing USB Inst allat io n Media Using livecd-iso -t o -disk D ownload the package containing the Red Hat Enterprise Virtualization Hypervisor disk image, and the package containing live-cd-iso-to-disk. Use live-cd-iso-to-disk to write that disk image to a USB storage device. 1. Install the rhev-hypervisor6 and livecd-tools packages: # yum install rhev-hypervisor6 livecd-tools 2. Write the disk image to a USB storage device. # livecd-iso-to-disk --format --reset-mbr /usr/share/rhevhypervisor/rhev-hypervisor.iso /dev/sdc Inst alling t he Hyperviso r 1. Use the USB storage device that contains the Hypervisor boot image to start the machine on which you will install the Hypervisor. 2. From the boot splash screen, press any key to open the boot menu. 10

15 2. Inst alling Red Hat Ent erprise Virt ualizat ion Figure 1. The boot splash screen 3. From the boot menu, use the directional keys to select Instal l (Basi c Vi d eo ). 11

16 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms Figure 2. The boot menu 4. Customize the keyboard layout to a specific language or location. Use the directional keys to highlight the preferred option, and press Enter. Example 1. Keyboard Layout Configuration Keyboard Layout Selection Avai l abl e Keybo ard Layo uts Swiss German (latin1) Turkish U.S. English U.S. International... (Hit enter to select a layout) <Quit> <Back> <Continue> 5. Select the disk from which the Hypervisor will boot. The Hypervisor' s boot loader will be installed to the master boot record of the disk that is selected on this screen. The Hypervisor attempts to automatically detect the disks attached to the system and presents a list from which to choose the boot device. Select an automatically detected device. 12

17 2. Inst alling Red Hat Ent erprise Virt ualizat ion a. Select the entry for the disk the Hypervisor is to boot from, and press Enter. b. Select <C o nti nue>, and press Enter. Important The selected disk must be identified as a boot device and appear in the boot order either in the system's BIOS or in a pre-existing boot loader. 6. Select the disk or disks on which the Hypervisor itself will be installed. The Hypervisor attempts to automatically detect the disks attached to the system and presents a list from which installation devices are chosen. This disk can be the same disk as the boot device. Warning All data on the selected storage devices will be destroyed. a. Select the entry for the disk on which to install the Hypervisor, and press Enter. b. Select <C o nti nue>, and press Enter. 7. Configure storage for the Hypervisor. a. Select the Fi l l d i sk wi th D ata parti ti o n check box. b. Check the automatically generated values for Swap, C o nfi g, and Lo g g i ng. c. Select <C o nti nue>, and press Enter. 8. Set a password to secure local access to the Hypervisor using the administrative user account. a. Enter the preferred password in both the P asswo rd and C o nfi rm P asswo rd fields. b. Select <Instal l >, and press Enter. Note If you enter a weak password, the Hypervisor provides a warning; however, you can proceed with the installation using that password. It is recommended that you use a strong password. Strong passwords comprise a mix of uppercase, lowercase, numeric, and punctuation characters. They are six or more characters long and do not contain dictionary words Configuring t he Hypervisor After you have installed the Hypervisor on a physical machine, you must configure the Hypervisor before you can add it to the Manager. Configuration involves logging in to the Hypervisor using the administrative user account, initializing the network interfaces attached to the Hypervisor, and specifying the address of the Manager to which the Hypervisor will be added. 13

18 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms Lo gging in t o t he Hyperviso r Log in to the Hypervisor console locally to configure the options required to add the Hypervisor to the Manager. 1. Enter the user name ad mi n, and press Enter. 2. Enter the password you set during installation, and press Enter Co nfiguring Net wo rk Int erfaces After you have installed the Hypervisor, all network interface controllers attached to the Hypervisor are initially unconfigured. You must configure at least one network interface controller to connect the Hypervisor with the Manager. 1. Select a network interface from the list beneath Avai l abl e System NIC s, and press Enter to configure that network interface. Note To identify the physical network interface controller associated with the selected network interface, select <Fl ash Li g hts to Id enti fy>, and press Enter. 2. Select D HC P under IP v4 Setti ng s, and press the space bar. 3. Leave the VLAN ID field blank. 4. Select <Save>, and press Enter Co nfiguring t he Hyperviso r Management Server Attach the Hypervisor to the Manager. Use the o Vi rt Eng i ne screen in the Hypervisor user interface to register the Hypervisor with the Manager. 1. Enter the IP address or fully qualified domain name of the Manager in the Manag ement Server field. 2. Enter the management server port in the Manag ement Server P o rt field. The default value is Leave the P asswo rd and C o nfi rm P asswo rd fields blank. 4. Select <Save & R eg i ster>, and press Enter. 5. In the o Vi rt Eng i ne Fi ng erpri nt screen, review the SSL fingerprint retrieved from the Manager, select <Accept>, and press Enter Approving t he Hypervisor 14

19 2. Inst alling Red Hat Ent erprise Virt ualizat ion The final step in adding the Hypervisor to your Manager is to approve the addition of the Hypervisor in the Administration Portal. The Hypervisor is automatically initialized and added to the default data center Co nnect ing t o t he Administ rat io n Po rt al Access the Administration Portal using a web browser. 1. In a web browser, navigate to https: //your-manager-fqdn/o vi rt-eng i ne, replacing your-manager-fqdn with the fully qualified domain name that you provided during installation. Important The first time that you connect to the Administration Portal, you are prompted to trust the certificate being used to secure communications between your browser and the web server. You must accept this certificate. 2. Click Ad mi ni strati o n P o rtal. 3. Enter your User Name and P asswo rd. If you are logging in for the first time, use the user name ad mi n in conjunction with the password that you specified during installation. 4. Select the domain against which to authenticate from the D o mai n list. If you are logging in using the internal ad mi n user name, select the i nternal domain. 5. You can view the Administration Portal in multiple languages. The default selection will be chosen based on the locale settings of your web browser. If you would like to view the Administration Portal in a language other than the default, select your preferred language from the list. 6. Click Lo g i n Appro ving a Regist ered Hyperviso r Approve a Hypervisor that has been registered using the details of the Manager. 1. From the Administration Portal, click the Hosts tab, and then click the host to be approved. The host is currently listed with the status of Pending Approval. 2. Click Approve to open the Ed i t and Appro ve Ho sts window. 3. Click O K. If you have not configured power management, you are prompted to confirm whether to proceed without doing so; click O K Set t ing Up St orage Domains A storage domain is a formatted volume that stores some of the data required to run a Red Hat Enterprise Virtualization Environment. In order to have a working environment, you must have three storage domains: 1. Data Domain 15

20 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms 2. ISO D omain 3. Export D omain The ISO storage domain is automatically created and added to the Manager during the Manager installation process. You must set up the data domain and the export domain, and add both to the Manager. Use a machine that is neither the machine on which the Hypervisor runs nor the machine on which the Manager is installed. This means that you must have a third machine (in addition to the machine on which the Hypervisor runs and the machine on which the Manager is installed) in order to set up storage domains. Hosting storage on a dedicated machine allows for optimized access to storage domains, and avoids any conflicts caused by sharing CPU and memory with other processes. The ISO domain is hosted on the Manager itself, because it stores only moderately-sized ISO files, and can be easily accessed when creating a new virtual machine or attaching an ISO file to a virtual machine to perform a task. The data domain and export domain experience a much higher volume of read and write operations, and benefit from being hosted on a dedicated machine. The process of setting up storage domains involves two steps: the first step is setting up and turning on exports from within the file system of the machine hosting the storage domains, and the second step is logging in to the Red Hat Enterprise Virtualization Manager Administration Portal and adding the storage domains to the environment Preparing NFS St o rage Set up NFS shares that will serve as a data domain and an export domain on a Red Hat Enterprise Linux server. It is not necessary to create an ISO domain because the Red Hat Enterprise Virtualization Manager installation procedure creates one. 1. Install nfs-utils, the package that provides NFS tools: # yum install nfs-utils 2. Configure the boot scripts to make shares available every time the system boots: # chkconfig --add rpcbind # chkconfig --add nfs # chkconfig rpcbind on # chkconfig nfs on 3. Start the rpcbind service and the nfs service: # service rpcbind start # service nfs start 4. Create the data directory and the export directory: # mkdir -p /exports/data # mkdir -p /exports/export 5. Add the newly created directories to the /etc/expo rts file. Add the following to /etc/expo rts: /exports/data *(rw) /exports/export *(rw) 16

21 2. Inst alling Red Hat Ent erprise Virt ualizat ion 6. Export the storage domains: # exportfs -r 7. Reload the NFS service: # service nfs reload 8. Create user vd sm: # useradd vdsm 9. Create the group kvm: # groupadd kvm 10. Add the user vd sm to the group kvm: # useradd -G kvm vdsm 11. Set the ownership of your exported directories to 36:36, which gives vdsm:kvm ownership. This makes it possible for the Manager to store data in the storage domains represented by these exported directories: # chown -R 36:36 /exports/data # chown -R 36:36 /exports/export 12. Change the mode of the directories so that read and write access is granted to the owner, and so that read and execute access is granted to the group and other users: # chmod 0755 /exports/data # chmod 0755 /exports/export At t aching NFS St o rage Attach an NFS storage domain to the data center in your Red Hat Enterprise Virtualization environment. This storage domain provides storage for virtualized guest images and ISO boot media. This procedure assumes that you have already exported shares. You must create the data domain before creating the export domain. Use the same procedure to create the export domain, selecting Expo rt / NFS in the D o mai n Functi o n / Sto rag e T ype list. 1. In the Red Hat Enterprise Virtualization Manager Administration Portal, click the St o rag e resource tab. 2. Click New D o mai n. 17

22 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms Figure 3. The New Domain Window 3. Enter a Name for the storage domain. 4. Accept the default values for the D ata C enter, D o mai n Functi o n / Sto rag e T ype, Fo rmat, and Use Ho st drop-down lists. 5. Enter the Expo rt P ath to be used for the storage domain. The export path should be in the format of :/data or domain.example.com:/data. 6. Click O K. The new NFS data domain is displayed in the Sto rag e tab with a status of Lo cked until the disk is prepared. The data domain is then automatically attached to the data center. 3. Inst alling Red Hat CloudForms Red Hat CloudForms provides a centralized management console for large and distributed virtualized deployments. It extends Red Hat Enterprise Virtualization and Red Hat Enterprise Linux OpenStack Platform management capabilities by adding performance monitoring, discovery, selfservice provisioning, policy-based compliance, charge-back, and greater automation capability. Red Hat CloudForms is comprised of a single component, the CloudForms Management Engine 18

23 3. Inst alling Red Hat CloudForms appliance. After downloading the appliance as a virtual machine image template from the Red Hat Customer Portal, upload the appliance to a Red Hat Enterprise Virtualization environment. After a few appliance configuration steps, you are ready to manage your hybrid cloud environment using the CloudForms web interface Requirement s for Red Hat CloudForms To use CloudForms Management Engine, the following requirements must be met: One of the following web browsers: Mozilla Firefox for versions supported under Mozilla' s Extended Support Release (ESR) [1] Internet Explorer 8 or higher Google Chrome for Business A monitor with minimum resolution of 1280x1024. Adobe Flash Player 9 or above. At the time of publication, you can access it at Obt aining t he CloudForms Management Engine Appliance 1. Go to and log in to the Red Hat Customer Portal using your customer account details. 2. Navigate to Downloads Product Downloads View All Downloads A-Z Red Hat CloudForms. 3. Click the D o wnl o ad s tab. 4. Click the C FME R ed Hat Vi rtual Appl i ance download link Uploading t he Appliance wit h t he Image Uploader Upload the CloudForms Management Engine Appliance file to the Red Hat Enterprise Virtualization Manager. 1. Install the rhevm-i mag e-upl o ad er package containing the eng i ne-i mag e-upl o ad er script to your local machine: # yum install rhevm-image-uploader 2. Change to the directory containing the CloudForms Management Engine Appliance. 3. Upload the image using the following command: # engine-image-uploader -N NEW_IMAGE_NAME -e EXPORT_STORAGE_DOMAIN -v -m upload cfme-rhevm x86_64.rhevm.ova -N NEW_IMAGE_NAME 19

24 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms Specifies a new name for the image being uploaded. -e EXPORT_STORAGE_DOMAIN -v -m The export storage domain to which the file is uploaded. An export storage domain is used to backup virtual machines and templates. D isplay verbose output. Specifies that network components in the image will not be removed from the image. By default, the command removes network interface cards from image being uploaded to prevent conflicts with network cards on other virtual machines already in the environment. 4. Enter the username and password of the default administrative user for your Red Hat Enterprise Virtualization Manager when prompted. Please provide the REST API username for RHEV-M: admin@ internal Please provide the REST API password for the admin@ internal RHEV-M user: ********** It takes approximately 90 minutes to upload the CloudForms Management Engine Appliance file to the Red Hat Enterprise Virtualization Manager Import ing t he Appliance as a T emplat e After you have uploaded the appliance to your export storage domain, you must import the image as a template so that you can create a virtual machine based on that template. 1. From the Administration Portal, click the Sto rag e tab. 2. Click the T empl ate Impo rt tab in the details pane. 3. Select the image to import and click Impo rt. 20

25 3. Inst alling Red Hat CloudForms Figure 4. The Import Template(s) Window 4. Select the D efaul t Sto rag e D o mai n and C l uster. 5. Click O K Creat ing a Virt ual Machine Based on t he Appliance T emplat e Create a virtual machine based on the appliance template on which to host the CloudForms Management Engine. Note Virtual machines created based on a template depend on that template. This means that you cannot remove that template from the Manager if there is a virtual machine that was created based on that template. However, you can clone a virtual machine from a template to remove the dependency on that template. 1. Click the Vi rtual Machi nes tab. 2. Click the New VM button to open the New Vi rtual Machi ne window. 3. Select the C l uster on which the virtual machine will run. 4. Select the appliance template from the Based o n T empl ate list. 5. Select base templ ate (1) from the T empl ate Sub Versi o n list. 6. Enter a Name, D escri pti o n, and any C o mments, and accept the default values inherited from the template in the rest of the fields. You can change them if needed. 7. Click the R eso urce Al l o cati o n tab. 21

26 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms 8. Select the T hi n radio button in the Sto rag e Al l o cati o n area. 9. Select the disk provisioning policy from the Al l o cati o n P o l i cy list. This policy affects the speed of the clone operation and the amount of disk space the new virtual machine initially requires. Selecting T hi n P ro vi si o n results in a faster clone operation and provides optimized usage of storage capacity. Disk space is allocated only as it is required. This is the default selection. Selecting P real l o cated results in a slower clone operation and provides optimized virtual machine read and write operations. All disk space requested in the template is allocated at the time of the clone operation. 10. Use the T arg et list to select the storage domain on which the virtual machine's virtual disk will be stored. 11. Click O K. The virtual machine is displayed in the list in the Vi rtual Machi nes tab Adding a Virt ual Disk t o Host t he Dat abase Add a new disk to the appliance on which to host the database. 1. From the Administration Portal, click the Vi rtual Machi nes tab. 2. Select the appliance virtual machine. 3. Click the D i sks tab in the details pane. 4. Click Ad d. 22

27 3. Inst alling Red Hat CloudForms Figure 5. The Add Virtual Disk window 5. Click Internal. 6. Enter 20 in the Si ze(g B) field. 7. Enter an Al i as for the virtual disk. 8. Enter a D escri pti o n for the virtual disk. 9. Select Vi rtio from the Interface list. 10. Select T hi n P ro vi si o n from the Al l o cati o n P o l i cy list. 11. Select the data domain for the Red Hat Enterprise Virtualization environment from the Sto rag e D o mai n list. 12. Select the Acti vate check box to activate the disk after attaching it to the virtual machine, and clear the Wi pe After D el ete, Bo o tabl e, Shareabl e, and R ead O nl y check boxes. 13. Click O K St art ing and Accessing t he Virt ual Machine After you have created the virtual machine, you must access the console for the virtual machine to configure the database. A console is a graphical user interface that allows you to interact with a virtual machine in a similar way as a physical machine. 23

28 Red Hat Cloud Infrast ruct ure 4 Q uick St art for Red Hat Ent erprise Virt ualizat ion and Red Hat CloudForms 1. Click the Vi rtual Machi nes tab. 2. Click the name of the virtual machine. 3. Click, or right-click the virtual machine and select Run. 4. Click the console button, or right-click the virtual machine and select C o nso l e. Figure 6. Connection Icon on the Virtual Machine Menu 3.8. Configuring an Int ernal Dat abase CloudForms Management Engine uses a database to store information about the cloud environment it manages. You must configure a database for the appliance before you can use it to administer your cloud infrastructure. 1. Log in to the appliance using the user name ad mi n and the password smartvm. 2. Press Enter to change to the configuration menu. 3. Select 8) C o nfi g ure D atabase from the menu. 4. When prompted, select the option to create a security key. 5. Choose 1) Internal for the database location. 6. Choose a disk for the database. For example: 1) /dev/vdb: Choose disk: Enter 1 to choose /d ev/vd b for the database location. 7. When prompted, enter a three digit region ID to create a region. As your deployment grows, you can add more regions in the future to manage multiple appliances. Warning Creating a new region destroys any existing data on the selected disk. 8. Confirm the configuration when prompted. 4. Adding Red Hat Ent erprise Virt ualiz at ion Providers t o CloudForms Infrast ruct ure 24

29 5. Explore What 's Next Adding a Red Hat Enterprise Virtualization provider to Red Hat CloudForms establishes a connection between the two environments, enabling the appliance to manage the hybrid cloud environment Adding a Red Hat Ent erprise Virt ualizat ion Provider 1. In a web browser, navigate to the URL of the CloudForms Management Engine console. By default, this URL is the IP address of the machine on which the appliance is installed. 2. Enter ad mi n in the Username text field, and smartvm in the P asswo rd text field. 3. Navigate to Infrastructure Providers. 4. Click C o nfi g urati o n, then click Ad d a New Infrastructure P ro vi d er. 5. Enter a Name for the provider. 6. From the T ype list, select R ed Hat Enterpri se Vi rtual i zati o n Manag er. 7. Enter the Ho st Name of the provider. 8. Enter the IP Ad d ress of the provider. 9. Enter in the AP I P o rt field. 10. Enter the username of the default administrative user for the Manager in the User ID field, and the password in the P asswo rd field. 11. Click Val i d ate to authenticate with the Manager. 12. Click Save. 5. Explore What 's Next Congratulations! You have now successfully deployed Red Hat Cloud Infrastructure by installing CloudForms Management Engine on your Red Hat Enterprise Virtualization environment. Use CloudForms to perform a multitude of management tasks aggregating all information associated with your virtual infrastructure into a single, unified management console. For virtual environments, CloudForms provides monitoring and tracking, capacity management and planning, resource usage and optimization, virtual machine life cycle management, and policies to govern access and usage. See the following links that describe some of the management tasks you can perform in your virtualized cloud environment: Adding a Provider Provisioning Requests Performing SmartState Analysis On Hosts Viewing Capacity and Utilization Charts For a Virtual Machine Usage, Chargeback, and Timelines 25