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Configuring your Hardware

When you are setting up your Cloudistics environment for the first time, you need to complete the following initial configuration tasks before you begin using Ignite to create and deploy applications:

  • Configuring network router connectivity
  • Creating an administrator user account
  • Registering your network hardware
  • Registering your compute hardware
  • Registering your storage hardware

IMPORTANT: Before you start the configuration steps described below, make sure you have completed the hardware installation steps up to powering on the SDN router as described in the topic, Installing your Cloudistics Hardware.

Configuring network router connectivity

To begin, you need to configure the external IP address of the Ignite SDN router to ensure your cloud infrastructure can communicate with the public Internet to access the Ignite management console. Additionally, to configure the router port, you need the netmask, gateway, and DNS server IPs for the external port of the Cloudistics SDN router. 

Connecting to the Cloudistics SDN Router console

  1. Use a serial DB-9 to Ethernet RJ-45 console cable if your computer has a serial port; otherwise, use a USB to serial RJ-45 adapter to connect the IOIOI port on the router to your computer.
  2. Depending on your operating system, follow the corresponding steps below.
    • Serial line to connect to - COM3
    • Speed (baud) - 115200
    • Data bits - 8
    • Stop bits - 1
    • Parity - None
    • Flow control - XON/XOFF
    • Windows: Find the COM port corresponding to your serial cable by looking at Windows Device Manager, and then use PuTTY to setup a serial session with the following settings to connect to the router console. 
    • Linux: Look at ‘dmesg’ output to find the USB device corresponding to your serial cable, and then, at the command prompt, run the command: screen /dev/ttyUSB0 115200,-crtsdts

Configuring IP information for the virtual network router

  1. At the command prompt, log in with the following credentials.
    • User ID: manager
    • Password: cloudistics

    Note: This is a temporary password that you will reset when you register your hardware later.

  2. At the command prompt, run the following command:
    • sudo cldtx_set_wan_ip  -i <wan_ip> -m <wan_netmask> -g <wan_gw> -n <dns nameserver>
    • For example, if your WAN IP is 10.0.16.1, netmask is 255.255.248.0, WAN gateway is 10.0.17.101, and DNS nameserver is 8.8.8.8, the command would be:
      • sudo cldtx_set_wan_ip  -i 10.0.17.101 -m 255.255.248.0 -g 10.0.16.1 -n 8.8.8.8

(Optional) Configuring VRRP or BGP

  • For multi-switch locations, VRRP or BGP needs to be configured for the secondary SDN router to handle all the traffic if the primary SDN router goes down
  • Configure BGP: BGP configurations vary greatly for each individual configuration, so should be discussed and configured with the engineer during installation
  • Configure VRRP:
    1. Log into both Ignite SDN routers
    2. Run sudo vi /usr/share/cloudistics/set_wan_vrrp.sh
    3. Type i to edit the file. In the “WAN_VIP=” line, enter the IP address you will use for your VRRP virtual IP. Then enter ESC and :wq to write the changes to the file
    4. Run sudo /usr/share/cloudistics/set_wan_vrrp.sh

Creating an administrator user account

When you log into Ignite for the first time, you need to set up the Administrator account, a single user account with administrator privileges for your organization. Cloudistics uses two-factor authentication; once you create your account, you will also need to verify it.

Creating and account:

Follow these steps to create an administrator user account for the Ignite management console.

Note: Make sure you have installed your hardware before proceeding with the instructions
described below.

  1. Navigate to https://manage.cloudistics.com.
  2. Click the Create Account link.
  3. Enter the following information 
    • Organization - Enter an organization name, which will represent your total physical infrastructure, potentially spanning multiple geographic locations. All of the users you create later will belong to this organization.
    • Admin User - Enter a First Name, Last Name, Email Address, Mobile Phone Number, and Password for the user account with administrator privileges for your organization.
    • Security - Select three security questions and enter appropriate answers. If you contact customer support, you might be asked to answer these questions for our support personnel to verify your identity.
  4. Select the checkbox to confirm you are a human user and not a robot.
  5. Select the checkbox to agree to the Cloudistics End User License Agreement. You can click the Cloudistics End User License Agreement link to read the license agreement.
  6. Click Create Account.

Cloudistics sends a verification email to the email address you provided. You will have 48 hours to verify your account.

Verifying your account

A verification email will be sent to the address you provided. You will have 48 hours to verify your account creation as follows.

  1. Click the link provided in your email. You will be directed to the second step of our two-factor authentication process.
  2. Click Send code for Cloudistics to send a security code to your mobile phone.
  3. Enter the provided security code, and then click Complete registration.

Once your account has been created, you can log in to access the management portal to manage your Private Cloud at: https://manage.cloudistics.com/login.

You can modify your account information at any time by clicking User Profile in the menu bar.

Registering your hardware 

You must register your hardware before using Ignite to deploy applications.

Your hardware includes the following: 

  • SDN router - Handles all networking infrastructure for your on premise cloud.
  • Compute nodes - A set of discrete compute resources housed in the compute chassis. Each node provides compute resources (CPU and memory) for use by applications.
  • Storage block - A pair of storage controllers and one or two storage sleds housed in a storage chassis. Storage disks are virtualized into a single pool of storage for use by applications.

To register your hardware, log in to the Ignite management console with your administrator account, and click Infrastructure > Hardware in the side menu.

Registering the network hardware

  1. Locate the serial number of your virtual network router. You can find this serial number in the email you received from your Cloudistics sales representative or you can find it on the white sticker on the top rear of the router.
  2. On the Hardware page, click the link, Add Ignite SDN Router, in the upper right of the page.
  3. Enter the serial number of the SDN Router to detect your hardware and click Detect. Ignite uses the router’s serial number to detect not only the router, but also the connected compute nodes and storage pools.
  4. Enter the required information about your SDN router. You will need a unique IP range for your cloud infrastructure. Contact your networking administrator for information about router IP and network settings.

    Note: The admin password is used to physically access the router. Cloudistics does not store a copy of the router’s admin password.

  5. Next, enter your DHCP settings.
  6. Once you have entered information in all of the required fields, click Register your SDN Router.
  7. Cloudistics will configure your SDN router with the settings you have entered.

    For Cloudistics networking to work successfully, your organization's edge router must also be configured to recognize the IP addresses you configured for the Cloudistics SDN router.

  8. Ensure that your edge router has a rule to route all traffic coming to the virtual network router’s IP range to the virtual network router’s IP address. 

All connected compute and storage hardware are displayed and are ready for registration.

Your total resources will appear as “0” until you complete the registration information for each host and storage pool.

 

IMPORTANT: Before you proceed further, complete the hardware installation steps for powering on the compute and storage chassis which were listed above.

Registering compute hardware

To register your compute node(s), you need to complete the following steps for each compute node.

  1. On the Hardware page in the Compute section, click Register to register a node
  2. Enter the required information about the node. Each compute node must belong to exactly one compute category. If you do not intend to create multiple compute categories, we recommend using the provided “Default” category for all compute nodes. For more information about compute categories and compute tags, see the Nodes topic. 

    Note: The admin password is used to physically access the host. Cloudistics does not store a copy of the host’s admin password.

  3. Assign the node to a migration zone. To create a migration zone, select New migration zone…from the drop-down list, enter a name for the migration zone, and click Create.

    Notes: Migration zones act as boundaries around a set of nodes. Applications can migrate among nodes within a migration zone, but cannot migrate to nodes outside of the migration zone. For more information about migration zones, see the Migration Zones topic. You are not required to create a migration zone during the node registration process. However, you will not be able to use a node to deploy applications until it has been added to a migration zone.

  4. Once you have completed all of the required fields, click Register Node.

Registering storage hardware

Your Cloudistics hardware includes the following:

  • SDN router - Handles all networking infrastructure for your on premise cloud.
  • Compute nodes - A set of discrete compute resources housed in the compute chassis. Each node provides compute resources (CPU and memory) for use by applications.
  • Storage block - A pair of storage controllers and one or two storage sleds housed in a storage chassis.


To register your hardware, log on to the Ignite management console with your administrator account, and then click Infrastructure > Hardware in the side menu.

Registering the SDN router:
Cloudistics uses the SDN router's serial number to detect the router as well as the connected compute and storage resources.

  1. On the Hardware page in Ignite, click the link, Add Ignite SDN Router, in the upper right corner of the page.
  2. Enter the serial number of the SDN Router to detect your hardware.

    Note: You can find this serial number in the email you received from your Cloudistics sales
    representative, or you can find it on the white sticker on the top rear of the router.
  3. Click Detect.
  4. Enter the required information about your router. Contact your network administrator for information about router
    IP and network settings.

    Note: The administrator password is only used to allow physical access to the router in the event that it loses connectivity to the Ignite management console. Ignite does not store a copy of this password.

  5. Enter the required information about your DHCP settings. Contact your network administrator if you have questions about your DHCP settings.

    Note: The range of IP addresses provided must not overlap with any other physical ranges in your infrastructure. The range must also be large enough to support all of your physical resources and all of the application instances you want to deploy in your cloud infrastructure.

  6. Click Register your SDN Router.

Ignite will configure your router and display a representation of it on the Hardware page, showing all connected ports.


You can now register compute and storage resources.

Registering compute resources:

The compute hardware connected to the SDN router is displayed on the Hardware page and is ready for registration. Ignite displays a representation of the compute chassis with 2-8 host nodes, depending on the number of nodes that are connected.

Complete the following steps for each node:

  1. On the Hardware page in the Compute section, click Register.
  2. Enter the required properties for the node. Each node must belong to exactly one compute category. If you do not intend to create multiple compute categories, we recommend using the Default category for all hosts. Tags are additional metadata that can be applied to compute nodes. While each node must belong to exactly one category, a node can have any number of tags.

    Note: Each node name must be unique across all nodes in your cloud infrastructure.
    Note: The administrator password is only used to allow physical access to the node in the event that it loses connectivity to the Ignite management console. Ignite does not store a copy of the admin password.

  3. Assign the node to a migration zone. (To create a migration zone, select New migration zone… from the dropdown list, enter a name for the migration zone, and click Create.)

    Note: Compute nodes are organized into migration zones. A node must be added to a migration zone for it to host application instances. Migration zones act as boundaries around a set of nodes. Applications can migrate among nodes within a migration zone, but cannot migrate to nodes outside of the migration zone.

  4. Click Register Node.

Registering Storage blocks:

The storage connected to the SDN router is displayed on the Hardware page and is ready for registration.


Complete the following steps for each storage block:

  1. Click Register to register a storage block:
  2. Enter the required information about the storage block. 

    Note: The admin password is used to physically access the storage block. Cloudistics does not store a copy of the admin password.
    Note: The name must be unique across all storage resources in your cloud infrastructure

  3. Assign the storage block to a storage pool. In Ignite, storage resources (storage blocks) are organized into storage pools. A storage block must be added to a storage pool for it to store application instances. To create a storage pool, select New storage pool… from the drop-down menu, provide a name for the storage pool, and click Create.
  4. Click Register Storage Block to complete registration.

The Ignite management console will display the total storage resources of your registered storage pool.

Next steps: Once you have registered your hardware, you are ready to create and configure virtual datacenters, (optionally) configure a virtual network, and then create and deploy application

Creating virtual datacenters and allocating resources

A virtual datacenter must have both compute and storage allocations before it can be used to deploy application instances. Compute and storage allocations must come from connected resources. If you allocate compute resources from a migration zone that is not connected to your storage pool, your virtual datacenter will not be able to support applications.

Follow these steps to create a virtual datacenter and allocate resources in Ignite.

  1. In the Ignite management console, click Infrastructure > Allocations in the side menu. The Allocations page opens and displays your available resources by migration zone and storage pool. Resources in migration zones are broken down by category.
  2. Click Create a virtual datacenter. The New Virtual Datacenter page opens.
  3. Enter a virtual datacenter name. Note that this name must be unique across all virtual datacenters in your cloud infrastructure.
  4. Under Datacenter Allocation, allocate compute resources (CPU and Memory) from one or more compute categories within the desired migration zone. Note: Compute allocations must include both CPU and memory from the same compute category.
  5. Allocate storage resources from the desired storage pool.
  6. Click Create Virtual Datacenter.

You can set up virtual networking now, or skip to the topic to create and deploy applications.

Creating a virtual network

You can create a virtual network (vnet) during the setup process, or skip this step for now and create vnets at a later time.

To create a vnet in Ignite, follow these steps.

Configuring your edge router

For your vnet to function properly, you need to configure your edge router to recognize the IP addresses in each virtual network.
Ensure that your edge router has a rule to route all traffic coming to each virtual network’s IP range to the SDN router’s IP address.

Your infrastructure is now ready to deploy application instances within the new vnet.

Creating and Deploying applications

Cloudistics offers several ways to create application instances:

  • Create from Template: Use a pre-defined template to quickly deploy new application instances. These instances function as thin-provisioned clones that share a common base image, reducing storage usage across a virtual datacenter.
  • Create from Installer: Use an ISO file to create a new application instance.
  • Import a VM: Import a .VMDK, .VHD, .VHDx, .IMG, .OVA, .QCOW2, .QED, .RAW, or .VDI file as a template and use the template to create a new application instance.

The steps below walk you through the process of creating an application instance from a template and creating an instance from an imported VM.

For information about creating an instance from an installer, see the Application Instances topic.

Creating an application instance from a template

Follow these steps to create an application instance from a template.

  1. In the Ignite side menu, click Applications > Templates to view a list of your application templates.
  2. Select the template you want, and click New Instance.
  3. Enter a name for the new application instance. Note that the new name must be unique across all application instances in the associated virtual datacenter.
  4. Select the virtual datacenter where the application instance will run. The virtual datacenter selection determines the migration zone and storage pool resources available for the application instance.
  5. Select the network mode. If you created a virtual network in step 5, you can select it by using the ‘virtual networking’ option. Else you can select from ‘bridged’ or ‘node-only’ options.
  6. Select the storage pool in which this application instance should be stored.
  7. Select the migration zone in which this application instance should run.
  8. Click Create Instance.

By default, Cloudistics will start the instance automatically upon creation. Click Dashboard in the Ignite side menu to view live statistics and monitor your resources.

Importing a VM to create an application template

Follow these steps to create a new application template by importing a .VMDK, .VHD, .VHDx, .IMG, .OVA, .QCOW2, .QED, .RAW, or .VDI file. 

  1. In the Ignite side menu, click Applications > Templates. At the top right of the page, click Import VM.
  2. Enter a name for this new template.
  3. Click Select Virtual Disk Files.
  4. Select the Operating System of the VM as well as the version and edition as required.
  5. Select NFS or CIFS as appropriate, and enter the required information so that Ignite can connect to the external store.
  6. Click Connect. A list of files at this location will be displayed.
  7. Select the root disk file(s) you want to import, and then click Use Selected. Ignite will create an application template from the imported file.
  8. Once the application template is created, you will be able to view it in your list of templates at Applications > Templates. Follow the instructions described above to create an application instance from the template.

Note: When creating an instance from a VMDK template, keep in mind that the machine name, domain membership, and drive mapping may change.

Using the Dashboard

Your infrastructure is now ready. Visit your Dashboard in the side menu to view live statistics and monitor your resources.

Adding Users

You can create multiple administrators for your infrastructure by clicking the SettingsSite Settings. On the Site Settings page, click the Add admin user button.

Modifying Notification Settings

You may also want to review your notification options to enable or disable toast, email, and SMS notifications for events across your infrastructure. You can modify your notification settings at any time by clicking the Notification icon at the top of the console.

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