Wednesday, 13 February 2013

Openstack Quick Start- Getting Started

Openstack Quick Start-
Getting Started


Openstack is definitely one of the most sought after Open Source Private Cloud platforms out there today.

In this series of tutorials, I am going to show you how to get started with Openstack in simple, easy to setup environments.

Openstack is distributed by various third party Cloud providers such as Ubuntu, StackOps, RHEL, SUSE, IBM, Dell, Cisco etc each having some minor modifications done to it to reflect their 'Cloud' brand.

In these tutorials, I am going to use Ubuntu's distribution of Openstack... why? cause its easy to setup and learn PLUS
I will be integrating it with Juju (Cloud Orchestration and Automation tool) later on..

So without further adieu, lets get CLOUD'IN !!

The easiest way to try out Openstack, by far, is using Ubuntu Cloud's (i.e. Openstack !!) Live Image CD.

This is a Live CD that you can simply download and burn to a USB or CD and start using Openstack within minutes.. absolutely no hustle involved !!

You can download the latest Live CD from HERE

In my case, I have used VMware Workstation v9 to setup my demo Openstack environment. 

You can download a trail of VMware Workstation from HERE or alternatively use VirtualBox or VMware Player that are freely downloadable from their respective sites.

NOTE: The steps for running the Live CD on these Virtualization products is more or less the same. 

So once you have downloaded the latest release of the Live CD, open VMware Workstation.

Go to File >> New Virtual Machine

In the New Virtual Machine Wizard, select Typical and click Next

Select "I will install the OS later" option and click Next

Select "Linux" as the Guest OS and "Ubuntu 64 Bit" as the version. Click Next when done

Provide a suitable name to refer to your VM. In this case, i provided "Openstack".

Next, allocate a Disk to your VM. Although not necessary as we will be using a Live CD, this additional HDD will come in handy to store Images and other large files required for our tutorials up ahead. 

You can provide a min of 10 GB to a max of 50 GB.

Once done, click on "Customize Hardware"

A new dialog appears. Increase the RAM and CPU of your VM as you see convenient. a min of 2GB RAM and 2CPU is required, but more the merrier :-)

IMP: Don't forget to select the check box "Virtualize Intel VT-x/EPT or AMD-V/RVI" option. This will ensure that you are able to launch VM instances from within your Openstack VM.. aka Nested Virtualization :-)

Don't forget to add the ISO image to your VM's CD drive as well. Click "Close" once all your settings are done.

Your final VM should look something like this. Once you are ready, simply power ON your VM.

Once your Ubuntu Live CD boots up, you will be presented with the Ubuntu Desktop. Launch A Terminal within Ubuntu by using the combination keys CtrlAltT on your keyboard. Mac users need to substitute Ctrl with Cmd key.

First thing to do here is login as root and change the root password. [This is an optional step]

$ sudo -i

# passwd

The next thing to do is format the additional HDD (50GB) that we had added to the VM and mount it to a newly created folder.

The complete steps for Formatting and Mounting a external HDD to Ubuntu are documented HERE

Once your HDD is formatted, make a new directory and mount the filesystem to it.

# mkdir -p /opt/mnt

# mount /dev/sda1 /opt/mnt/

Final housekeeping stuff to do before actually get started is to note down the VM's IP address. This can come in handy later on.

# ifconfig

With these basic tasks all done, we are now ready to start installing and configuring our Openstack.

This will be covered in our PART 2 tutorial of this series, so stay tuned !

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