Installing Red Hat CloudForms on Red Hat Enterprise Linux OpenStack Platform

Red Hat CloudForms 4.2

How to install and configure Red Hat CloudForms on a Red Hat OpenStack Platform environment

Red Hat CloudForms Documentation Team

Abstract

This guide provides instructions on how to install and configure Red Hat CloudForms on a Red Hat OpenStack Platform environment.
If you have a suggestion for improving this guide or have found an error, please submit a Bugzilla report at http://bugzilla.redhat.com against Red Hat CloudForms Management Engine for the Documentation component. Please provide specific details, such as the section number, guide name, and CloudForms version so we can easily locate the content.

1. Installing Red Hat CloudForms

Red Hat CloudForms is able to be installed and ready to configure in a few quick steps. After downloading Red Hat CloudForms as a virtual machine image template from the Red Hat Customer Portal, the installation process takes you through the steps of uploading the appliance to a supported virtualization or cloud provider.

Important

After installing the Red Hat CloudForms appliance, you must configure the database for Red Hat CloudForms. See Section 2.3, “Configuring a Database for Red Hat CloudForms”.

1.1. Obtaining the Appliance

  1. Go to access.redhat.com and log in to the Red Hat Customer Portal using your customer account details.
  2. Click Downloads in the menu bar.
  3. Click A-Z to sort the product downloads alphabetically.
  4. Click Red Hat CloudForms to access the product download page. The latest version of each download displays by default.
  5. From the list of installers and images under Product Software, choose OpenStack Virtual Appliance option with the latest version and click Download Now.

1.2. Uploading the Appliance on OpenStack

Log in to your OpenStack dashboard to upload your Red Hat CloudForms appliance.

  1. Log in to the OpenStack dashboard.
  2. In the Project tab, navigate to ComputeImages.
  3. Click Create Image.
  4. In Name, enter a name for the image.
  5. From Image Source list, select Image Location. Note that currently only images available via an HTTP URL are supported.
  6. In Image Location, add an external (HTTP) URL to load the image from. For example, http://example.com/image.iso.
  7. From the Format list, select the image format. For example, ISO - Optical Disk Image.
  8. Specify the Architecture. For example, i386 for a 32-bit architecture or x86-64 for a 64-bit architecture.
  9. Leave the Minimum Disk (GB) and Minimum RAM (MB) fields empty.
  10. Check the Public box to make the appliance available to all users.
  11. Check the Protected box to protect the image from being accidentally deleted.
  12. Click Create Image.

You have successfully uploaded the Red Hat CloudForms appliance.

The appliance image is placed in a queue to be uploaded. It may take some time before the Status of the image changes from Queued to Active.

1.3. Adding a Rule to a Security Group

Security groups specify what IP traffic is allowed to reach an instance on its public IP address. Security group rules are processed before network traffic reaches firewall rules defined within the guest itself.

Note

In the default configuration, the default security group accepts all connections from the default source; all instances within the default group can talk to each other on any port.

  1. From the OpenStack dashboard, navigate to ProjectComputeAccess & Security.
  2. Navigate to Security GroupsManage Rules on the row for the default security group. 7216
  3. Click Add Rule. 4941
  4. Configure the rule.

    1. Select RuleCustom TCP Rule.
    2. Select DirectionIngress.
    3. Select Port from the Open Port list.
    4. Specify 443 in the Port field.
    5. Select CIDR from the Remote list.
    6. Specify 0.0.0.0/0 in the CIDR field.
    7. Click Add.

1.4. Creating a Custom Flavor

A flavor is a resource allocation profile that specifies, for example, how many virtual CPUs and how much RAM can be allocated to an instance. You can, for example, run Red Hat CloudForms on a Red Hat OpenStack m1.large flavor, which specifies a virtual machine with 4 cores, 8GB RAM, and 80GB disk space. Creating a flavor to run Red Hat CloudForms is optional.

The following procedure demonstrates creating a flavor with the minimum requirements (4 cores, 8GB RAM, 44GB disk space) for Red Hat CloudForms. For more information about flavors, see the Red Hat Enterprise Linux OpenStack Platform Administration User Guide.

  1. Log in to the OpenStack dashboard as admin.
  2. In the Admin tab, navigate to SystemFlavors.
  3. Click Create Flavor to display the Create Flavor dialog.
  4. Configure the settings to define a flavor that meets Red Hat CloudForms system requirements.

    1. Enter a name for the flavor.
    2. Enter the following settings:

      • VCPUs: 4
      • RAM MB: 8192
      • Root Disk GB: 45
      • Ephemeral Disk GB: 0
      • Swap Disk MB: 0
  5. Click Create Flavor.

A new flavor specific to Red Hat CloudForms is created.

1.5. Launching the Instance

  1. From the OpenStack dashboard, navigate to ProjectComputeInstances.
  2. Click Launch Instance.
  3. Enter a name for the instance.
  4. Select the custom flavor for your instance. The flavor selection determines the computing resources available to your instance. The resources used by the flavor are displayed in the Flavor Details pane.
  5. Enter 1 in the Instance Count field.
  6. Select a boot option from the Instance Boot Source list:

    • Boot from image - displays a new field for Image Name. Select the image from the drop-down list.
    • Boot from snapshot - displays a new field for Instance Snapshot. Select the snapshot from the drop-down list.
    • Boot from volume - displays a new field for Volume. Select the volume from the drop-down list.
    • Boot from image (creates a new volume) - boot from an image and create a volume by choosing Device Size and Device Name for your volume. Some volumes can be persistent. To ensure the volume is deleted when the instance is deleted, select Delete on Terminate.
    • Boot from volume snapshot (creates a new volume) - boot from volume snapshot and create a new volume by choosing Volume Snapshot from the drop-down list and adding a Device Name for your volume. Some volumes can be persistent. To ensure the volume is deleted when the instance is deleted, select Delete on Terminate.
  7. Click Networking and select a network for the instance by clicking the + (plus) button for the network from Available Networks.
  8. Click Launch.

1.6. Adding a Floating IP Address

When you create an instance, Red Hat Enterprise Linux OpenStack Platform automatically assigns it a fixed IP address in the network to which the instance belongs. This IP address is permanently associated with the instance until the instance is terminated.

In addition to the fixed address, you can also assign a floating IP address to an instance. Unlike fixed IP addresses, you can modify floating IP addresses associations at any time, regardless of the state of the instances involved.

  1. At the command-line on your RHEL OpenStack Platform host, create a pool of floating IP addresses using the nova-manage floating create command. Replace IP_BLOCK with the desired block of IP addresses expressed in CIDR notation.

    $ nova-manage floating create IP_BLOCK
  2. In the Project tab, navigate to ComputeAccess & Security.
  3. Click Floating IPsAllocate IP To Project. The Allocate Floating IP window is displayed. 7218
  4. Click Allocate IP to allocate a floating IP from the pool. The allocated IP address appears in the Floating IPs table.
  5. Select the newly allocated IP address from the Floating IPs table. Click Associate to assign the IP address to a specific instance. 7217
  6. Select an instance with which to associate the floating IP Address.
  7. Click Associate to associate the IP address with the selected instance.
Note

To disassociate a floating IP address from an instance when it is no longer required, click Release Floating IPs.

2. Configuring Red Hat CloudForms

Although the Red Hat CloudForms appliance comes configured to be integrated immediately into your environment, you can make some changes to its configuration.

Note

The Red Hat CloudForms appliance is intended to have minimal configuration options.

2.1. Changing Configuration Settings

The following procedure describes how to make changes to the configuration settings on the Red Hat CloudForms appliance.

  1. Start the appliance and open a terminal console.
  2. After starting the appliance, log in with a user name of root and the default password of smartvm. This displays the Bash prompt for the root user.
  3. Enter the appliance_console command. The Red Hat CloudForms appliance summary screen displays.
  4. Press Enter to manually configure settings.
  5. Press the number for the item you want to change, and press Enter. The options for your selection are displayed.
  6. Follow the prompts to make the changes.
  7. Press Enter to accept a setting where applicable.
Note

The Red Hat CloudForms appliance console automatically logs out after five minutes of inactivity.

2.2. Advanced Configuration Settings

After logging in, you can use the following menu items for advanced configuration of the appliance:

  • Use Set DHCP Network Configuration to use DHCP to obtain the IP address and network configuration for your Red Hat CloudForms appliance. The appliance is initially configured as a DHCP client with bridged networking.
  • Use Set Static Network Configuration if you have a specific IP address and network settings you need to use for the Red Hat CloudForms appliance.
  • Use Test Network Configuration to check that name resolution is working correctly.
  • Use Set Hostname to specify a hostname for the Red Hat CloudForms appliance.

    Important

    A valid fully qualified hostname for the Red Hat CloudForms appliance is required for SmartState analysis to work correctly,

  • Use Set Timezone to configure the time zone for the Red Hat CloudForms appliance.
  • Use Set Date and Time to configure the date and time for the Red Hat CloudForms appliance.
  • Use Restore Database from Backup to restore the Virtual Management Database (VMDB) from a previous backup.
  • Use Setup Database Region to create regions for VMDB replication.
  • Use Configure Database to configure the VMDB. Use this option to configure the database for the appliance after installing and running it for the first time.
  • Use Configure Database Replication to configure a primary or standby server for VMDB replication.
  • Use Configure Database Maintenance to configure the VMDB maintenance schedule.
  • Use Configure Application Database Failover Monitor to start or stop VMDB failover monitoring.
  • Use Extend Temporary Storage to add temporary storage to the appliance. The appliance formats an unpartitioned disk attached to the appliance host and mounts it at /var/www/miq_tmp. The appliance uses this temporary storage directory to perform certain image download functions.
  • Use Configure External Authentication (httpd) to configure authentication through an IPA server.
  • Use Generate Custom Encryption Key to regenerate the encryption key used to encode plain text password.
  • Use Harden Appliance Using SCAP Configuration to apply Security Content Automation Protocol (SCAP) standards to the appliance. You can view these SCAP rules in the /var/www/miq/lib/appliance_console/config/scap_rules.yml file.
  • Use Stop EVM Server Processes to stop all server processes. You may need to do this to perform maintenance.
  • Use Start EVM Server Processes to start the server. You may need to do this after performing maintenance.
  • Use Restart Appliance to restart the Red Hat CloudForms appliance. You can either restart the appliance and clear the logs or just restart the appliance.
  • Use Shut Down Appliance to power down the appliance and exit all processes.
  • Use Summary Information to go back to the network summary screen for the Red Hat CloudForms appliance.
  • Use Quit to leave the Red Hat CloudForms appliance console.

2.3. Configuring a Database for Red Hat CloudForms

Before using Red Hat CloudForms, configure the database options for it. Red Hat CloudForms provides two options for database configuration:

  • Install an internal PostgreSQL database to the appliance
  • Configure the appliance to use an external PostgreSQL database

2.3.1. Configuring an Internal Database

Important

Before installing an internal database, add a disk to the infrastructure hosting your appliance. See the documentation specific to your infrastructure for instructions for adding a disk. As a storage disk usually cannot be added while a virtual machine is running, Red Hat recommends adding the disk before starting the appliance. Red Hat CloudForms only supports installing of an internal VMDB on blank disks; installation will fail if the disks are not blank.

  1. Start the appliance and open a terminal console.
  2. After starting the appliance, log in with a user name of root and the default password of smartvm. This displays the Bash prompt for the root user.
  3. Enter the appliance_console command. The Red Hat CloudForms appliance summary screen displays.
  4. Press Enter to manually configure settings.
  5. Select 8) Configure Database from the menu.
  6. You are prompted to create or fetch an encryption key.

    • If this is the first Red Hat CloudForms appliance, choose 1) Create key.
    • If this is not the first Red Hat CloudForms appliance, choose 2) Fetch key from remote machine to fetch the key from the first Red Hat CloudForms appliance. All Red Hat CloudForms appliances in a multi-region deployment must use the same key.
  7. Choose 1) Internal for the database location.
  8. Choose a disk for the database. This can be either a disk you attached previously, or a partition on the current disk.

    Important

    Red Hat recommends using a separate disk for the database.

    If there is an unpartitioned disk attached to the virtual machine, the dialog will show options similar to the following:

    1) /dev/vdb: 20480
    2) Don't partition the disk
    • Enter 1 to choose /dev/vdb for the database location. This option creates a logical volume using this device and mounts the volume to the appliance in a location appropriate for storing the database. The default location is /var/opt/rh/rh-postgresql95/lib/pgsql, which can be found in the environment variable $APPLIANCE_PG_MOUNT_POINT.
    • Enter 2 to continue without partitioning the disk. A second prompt will confirm this choice. Selecting this option results in using the root filesystem for the data directory (not advised in most cases).
  9. Enter Y or N for Configure this server as a dedicated database instance?

    • Select Y to configure the appliance only as a database. As a result, the appliance is configured as a basic PostgreSQL server, without a user interface.
    • Select N to configure the appliance with the full administrative user interface.
  10. When prompted, enter a unique number to create a new region.

    Important

    Creating a new region destroys any existing data on the chosen database.

  11. Create and confirm a password for the database.

Red Hat CloudForms then configures the internal database.

2.3.2. Configuring an External Database

Based on your setup, you will choose to configure the appliance to use an external PostgreSQL database. For example, we can only have one database in a single region. However, a region can be segmented into multiple zones, such as database zone, user interface zone, and reporting zone, where each zone provides a specific function. The appliances in these zones must be configured to use an external database.

The postgresql.conf file used with Red Hat CloudForms databases requires specific settings for correct operation. For example, it must correctly reclaim table space, control session timeouts, and format the PostgreSQL server log for improved system support. Due to these requirements, Red Hat recommends that external Red Hat CloudForms databases use a postgresql.conf file based on the standard file used by the Red Hat CloudForms appliance.

Ensure you configure the settings in the postgresql.conf to suit your system. For example, customize the shared_buffers setting according to the amount of real storage available in the external system hosting the PostgreSQL instance. In addition, depending on the aggregate number of appliances expected to connect to the PostgreSQL instance, it may be necessary to alter the max_connections setting.

Note
  • Red Hat CloudForms 4.x requires PostgreSQL version 9.4.
  • Because the postgresql.conf file controls the operation of all databases managed by a single instance of PostgreSQL, do not mix Red Hat CloudForms databases with other types of databases in a single PostgreSQL instance.
  1. Start the appliance and open a terminal console.
  2. After starting the appliance, log in with a user name of root and the default password of smartvm. This displays the Bash prompt for the root user.
  3. Enter the appliance_console command. The Red Hat CloudForms appliance summary screen displays.
  4. Press Enter to manually configure settings.
  5. Select 8) Configure Database from the menu.
  6. You are prompted to create or fetch a security key.

    • If this is the first Red Hat CloudForms appliance, select the option to create a key.
    • If this is not the first Red Hat CloudForms appliance, select the option to fetch the key from the first Red Hat CloudForms appliance. All Red Hat CloudForms appliances in a multi-region deployment must use the same key.
  7. Choose 2) External for the database location.
  8. Enter the database hostname or IP address when prompted.
  9. Enter the database name or leave blank for the default (vmdb_production).
  10. Enter the database username or leave blank for the default (root).
  11. Enter the chosen database user’s password.
  12. Confirm the configuration if prompted.

Red Hat CloudForms will then configure the external database.

2.4. Configuring a Worker Appliance

You can use multiple appliances to facilitate horizontal scaling, as well as for dividing up work by roles. Accordingly, configure an appliance to handle work for one or many roles, with workers within the appliance carrying out the duties for which they are configured. You can configure a worker appliance through the terminal. The following steps demonstrate how to join a worker appliance to an appliance that already has a region configured with a database.

  1. Start the appliance and open a terminal console.
  2. After starting the appliance, log in with a user name of root and the default password of smartvm. This displays the Bash prompt for the root user.
  3. Enter the appliance_console command. The Red Hat CloudForms appliance summary screen displays.
  4. Press Enter to manually configure settings.
  5. Select 8) Configure Database from the menu.
  6. You are prompted to create or fetch a security key. Select the option to fetch the key from the first Red Hat CloudForms appliance. All Red Hat CloudForms appliances in a multi-region deployment must use the same key.
  7. Choose 2) External for the database location.
  8. Enter the database hostname or IP address when prompted.
  9. Enter the database name or leave blank for the default (vmdb_production).
  10. Enter the database username or leave blank for the default (root).
  11. Enter the chosen database user’s password.
  12. Confirm the configuration if prompted.

3. Logging In After Installing Red Hat CloudForms

Once Red Hat CloudForms is installed, you can log in and perform administration tasks.

Log in to Red Hat CloudForms for the first time after installing by:

  1. Navigate to the URL for the login screen. (https://xx.xx.xx.xx on the virtual machine instance)
  2. Enter the default credentials (Username: admin | Password: smartvm) for the initial login.
  3. Click Login.

3.1. Changing the Default Login Password

Change your password to ensure more private and secure access to Red Hat CloudForms.

  1. Navigate to the URL for the login screen. (https://xx.xx.xx.xx on the virtual machine instance)
  2. Click Update Password beneath the Username and Password text fields.
  3. Enter your current Username and Password in the text fields.
  4. Input a new password in the New Password field.
  5. Repeat your new password in the Verify Password field.
  6. Click Login.