fuel-docs/pages/install-guide/install.rst

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Installing Fuel Master Node

Installing Fuel Master Node

Fuel is distributed via both ISO and IMG images. Each contains an installer for Fuel Master node. The ISO image is used for CD media devices, iLO (HP) or similar remote access systems. The IMG file is used for USB memory stick-based installation.

Once installed, Fuel can be used to deploy and manage OpenStack environments. It will assign IP addresses to the nodes, perform PXE boot and initial configuration, and provision of OpenStack nodes according to their roles in the environment.

Bare-Metal Environment

To install Fuel on bare-metal hardware, you need to burn the provided ISO to a writeable DVD or create a bootable USB stick. You would then begin the installation process by booting from that media, very much like any other OS install process.

Burning an ISO to optical media is a commonly supported function on all OSes. On Linux, there are several programs available, such as Brasero or Xfburn, two commonly pre-installed desktop applications. There are also a number for Windows such as ImgBurn and the open source InfraRecorder.

Burning an ISO in Mac OS X is quite simple. Open Disk Utility from Applications > Utilities, drag the ISO into the disk list on the left side of the window and select it, insert blank DVD, and click Burn. If you prefer a different utility, check out the open source Burn.

Installing the ISO to a bootable USB stick, however, is an entirely different matter. Canonical suggests PenDriveLinux which is a GUI tool for Windows.

On Windows, you can write the installation image with a number of different utilities. The following list links to some of the more popular ones and they are all available at no cost:

After the installation is complete, you will need to make your bare-metal nodes available for your OpenStack environment. Attach them to the same L2 network (broadcast domain) as the Master node, and configure them to automatically boot via network. The UI will discover them and make them available for installing OpenStack.

VirtualBox

If you would like to evaluate Fuel on VirtualBox, you can take advantage of the included set of scripts that create and configure all the required VMs for a test environment, including the Master node and Slave nodes for OpenStack itself. It is a simple, single-click installation.

Note

These scripts are not supported on Windows, but you can still test on VirtualBox by creating the VMs by yourself. See Install_Manual for more details.

The requirements for running Fuel on VirtualBox are:

A host machine with Linux or Mac OS.

The scripts have been tested on Mac OS 10.7.5, Mac OS 10.8.3, Ubuntu 12.04, Ubuntu 12.10, and Fedora 19.

VirtualBox 4.2.16 (or later) is required, along with the extension pack. Both can be downloaded from http://www.virtualbox.org/.

8 GB+ of RAM

Will support 4 VMs for Multi-node OpenStack installation (1 Master node, 1 Controller node, 1 Compute node, 1 Cinder node)

or

Will support 5 VMs for Multi-node with HA OpenStack installation (1 Master node, 3 Controller + Cinder nodes, 1 Compute node)

Automatic Mode

When you unpack VirtualBox scripts, you will see the following important files and folders:

iso

This folder needs to contain a single ISO image for Fuel. Once you have downloaded the ISO from the portal, copy or move it into this directory.

config.sh

This file allows you to specify parameters used for automating Fuel installation. For example, you can select how many virtual nodes to launch, as well as how much memory, disk, and processing to allocate for each.

launch.sh

Once executed, this script will use the ISO image from the iso directory, create a VM, mount the image, and automatically install the Fuel Master node. After installation of the Master node, the script will create Slave nodes for OpenStack and boot them via PXE from the Master node. Finally, the script will give you the link to access the Web-based UI for the Master node so you can start installation of an OpenStack environment.

Manual Installation

Note

The following steps are only suitable for setting up a vanilla OpenStack environment for evaluation purposes only. They are not complete enough to perform RHOS installation.

To download and deploy Red Hat OpenStack, you should use the automated VirtualBox helper scripts or install a Fuel Install_Bare-Metal.

If you cannot or would rather not run our helper scripts, you can still run Fuel on VirtualBox by following these steps.

Master Node Deployment

First, create the Master node VM.

  1. Configure the host-only interface vboxnet0 in VirtualBox by going to File -> Preferences -> Network and clicking the screwdriver icon.
  • IP address: 10.20.0.1
  • Network mask: 255.255.255.0
  • DHCP Server: disabled
  1. Create a VM for the Master node with the following parameters:
  • OS Type: Linux
  • Version: Red Hat (64bit)
  • RAM: 2048+ MB
  • HDD: 50 GB with dynamic disk expansion
  1. Modify your VM settings:
  • Network: Attach Adapter 1 to Host-only adapter vboxnet0
  1. Power on the VM in order to start the installation. Choose your Fuel ISO when prompted to select start-up disk.
  2. Wait for the Welcome message with all information needed to login into the UI of Fuel.

Adding Slave Nodes

Next, create Slave nodes where OpenStack needs to be installed.

  1. Create 3 or 4 additional VMs depending on your wish with the following parameters:
  • OS Type: Linux, Version: Red Hat (64bit)
  • RAM: 2048+ MB
  • HDD: 30 GB, with dynamic disk expansion
  • Network 1: host-only interface vboxnet0, PCnet-FAST III device
  1. Set Network as first in the boot order:

image

  1. Configure the network adapter on each VM:

image

  1. Open "advanced" collapse, and check following options:
  • Promiscuous mode is a "Allow All"
  • Adapter type is a "PCnet PCI II"
  • Cable connected is a On

Changing Network Parameters During Installation

The console-based Fuel Setup allows you to customize the Fuel (PXE booting) network, which has a default network of 10.20.0.2/24, gateway 10.20.0.1.

In order to do so, press the <TAB> key on the very first installation screen which says "Welcome to Fuel Installer!" and update the kernel option showmenu=no to showmenu=yes. Alternatively, you can press a key to start Fuel Setup during the first boot after installation.

Within Fuel Setup you can configure the following parameters:

  • DHCP/Static configuration for each network interface
  • Select interface for Fuel network
  • Define DHCP pool (bootstrap) and static range (installed nodes)
  • Root password
  • DNS options

The main function of this tool is to provide a simple way to configure Fuel for your particular networking environment, while helping to detect errors early so you need not waste time troubleshooting individual configuration files.

image

Use the arrow keys to navigate through the tool. Once you have made your changes, go to Save & Quit.

Changing Network Parameters After Installation

It is possible to run "fuelmenu" from a root shell on Fuel Master node after deployment to make minor changes to network interfaces, DNS, and gateway. The PXE settings, however, cannot be changed after deployment as it will lead to deployment failure.

Warning

Once IP settings are set at the boot time for Fuel Master node, they should not be changed during the whole lifecycle of Fuel.

PXE Booting Settings

By default, eth0 on Fuel Master node serves PXE requests. If you are planning to use another interface, you configure this in Network_Install.

If you want to to install Fuel on virtual machines, then you need to make sure that dnsmasq on the Master node is configured to support the PXE client used by your virtual machines. We enable dhcp-no-override option because without it, dnsmasq tries to move PXE filename and PXE servername special fields into DHCP options. Not all PXE implementations can recognize those options and therefore they will not be able to boot. For example, libvirt in CentOS 6.4 uses gPXE implementation, instead of more advanced iPXE by default, and therefore requires dhcp-no-override

When Master Node Installation is Done

Once the Master node is installed, power on all slave nodes and log in to the Fuel UI. The login prompt on the console of the master node will show you the URL you need to use. The default address is http://10.20.0.2:8000/

Slave nodes will automatically boot into bootstrap mode (CentOS based Linux in memory) via PXE and you will see notifications in the user interface about discovered nodes. At this point, you can create an environment, add nodes into it, and start configuration.

Networking configuration is the most complicated part, so please read the networking section of the documentation carefully.