Installation and Deployment

This chapter mainly describes the installation and upgrade process of ZStack 3.10.0.


Prepare Environment

To install or upgrade ZStack, use ZStack Custom ISO. ZStack Custom ISO has the following properties:
  1. ZStack Custom ISO has two versions.
    • c76: ZStack-x86_64-DVD-3.10.0-c76.iso
    • c74: ZStack-x86_64-DVD-3.10.0-c74.iso
    Note:
    • Based on all c74 features, c76 uses a new operating system (OS) kernel and supports NVIDIA vGPU.
    • If you install ZStack for the first time, we recommend that you install the c76 ISO. If you already deployed ZStack, you could upgrade it to the latest version within c74 or c76. For more information, see Upgrade Tutorial.
    • From version 3.7.1, we stop providing c72 ZStack Custom ISO. If you already deployed c72 ISO, contact our official technical support for upgrade.
  2. ZStack provides a friendly, text-based user interface (TUI) that supports multiple system configurations.
  3. You can install ZStack offline without connecting to the Internet or configuring the YUM repository.
  4. ZStack provides several installation modes: ZStack Enterprise Management Node, ZStack Community Management Node, ZStack Compute Node, ZStack Expert Node. You can choose a proper mode as needed.
  5. No eth configuration is required. You can use the default NIC naming convention.
  6. Default options:
    • DATE & TIME: UTC/GMT +08:00
    • LANGUAGE: English (United States)
    • KEYBOARD: English (United States)

This documentation mainly describes how to install c76 ISO. Note that the basic steps for installing c74 ISO and c76 ISO are almost the same.

  1. Before you install ZStack, prepare the necessary software packages as follows to smoothen the process of installation and deployment.
    • ZStack Custom ISO
      • File name: ZStack-x86_64-DVD-3.10.0-c76.iso
      • Download address: Click here.
    • ZStack Installation Package
      • File name: ZStack-installer-3.10.0.bin
      • Download address: Click here.
    Note: After you download the installation package, confirm the integrity of the file by using the MD5 checksum tool.
  2. Burn an ISO image to a USB drive by using UltraISO.
    1. Open an ISO image in UltraISO.
      Launch UltraISO, and choose File > Open to open the downloaded ISO file, as shown in Open ISO Image in UltraISO.
      Figure 1. Open ISO Image in UltraISO


    2. Write the ISO image to the USB drive.
      In UltraISO, choose Bootable > Write Disk Image, as shown in Figure 2.
      Figure 2. Write Disk Image in UItraISO


    3. From the Disk Drive drop-down list, select the target USB drives.
      Note:
      • If the system has only one USB drive plugged in, the USB drive will be burned and written by default. Before you burn the image to the USB drive, make sure that the USB drive is backed up.
      • For other options, use the default settings. After the settings are completed, click Write.
      As shown in Figure 3.
      Figure 3. Verify the Writing of ISO Image in UItraISO


    4. On the popup page, click Yes. Then, UltraISO will burn the ISO image to the target USB drives.
    5. Here, the target USB drives can be used as boot disks and support Legacy and UEFI modes.
  3. Install the operating system.
    1. Before you (the administrator) install the operating system, configure the server as follows:
      • Data on your hard drive of your server will be overwritten during the installation process. Therefore, make sure that the hard drive data is backed up.
      • Enter BIOS, and enable CPU VT and hyper-threading (HT).
      • Enter the RAID controller and configure the RAID levels to provide data redundancy.
      • Set USB drives as the first device to boot in the boot sequence.
    2. After you complete the preceding configurations, reboot or power on the server, and enter the installation wizard.

      On the ISO installation page, the Install ZStack option is selected by default, and then the operating system starts to install, as shown in USB Drive Guide Page.

      Figure 4. USB Drive Guide Page


      Note:
      • As shown in the preceding figure, ZStack allows you to install the operating system by using one of the following methods: install ZStack, install ZStack by using VNC, or install ZStack in text mode.
      • We recommend that you use the Install ZStack method.
      • Some servers that do not have VGA ports can only be connected through serial ports. In this case, you can install the operating system in text mode, or by using VNC.
    3. On the installation summary page, some options are preconfigured as below. You can modify the configuration as needed.
      • DATE & TIME: UTC/GMT+8. We recommend that you check the date and time of your host in advance and then configure them to the current date and time.
      • LANGUAGE SUPPORT: English (United States)
      • KEYBOARD: English (United States)
      As shown in Installation Summary Page.
      Figure 5. Installation Summary Page


    4. Select an installation mode.
      On the installation summary page, click SOFTWARE SELECTION, and go to the software selection page, as shown in Select Installation Mode.
      Figure 6. Select Installation Mode


      The available installation modes are as follows:
      1. ZStack Enterprise Management Node
        Note: We recommend that you select this mode for the initial installation.
      2. ZStack Community Management Node
      3. ZStack Compute Node
      4. ZStack Expert Node
        Note: If you select No ZStack Local Repo on the right, the ISO will not be copied and no internal repositories will be produced. This saves the installation time efficiently.
    5. Configure disk partitioning.
      On the installation summary page, click INSTALLATION DESTINATION, and go to the disk partitioning configuration page, as shown in Default Setting - Automatically Configure Partitioning.
      Figure 7. Default Setting - Automatically Configure Partitioning


      Note: When you install the OS, we recommend that you select only the hard disk or disks that are required by the system disk. You are not advised to select the hard disks that have special usage.

      Default setting: Automatically configure partitioning. We recommend that you use the default setting to automatically configure the disk partitioning.

      If you select "I will configure partitioning", we recommend that you do the following:
      • Make sure that the partitioning mode (which includes UEFI and Legacy) is consistent with that configured by BIOS.
        • UEFI
          • /boot: create a 1 GB partition
          • /boot/efi: create a 500 MB partition
          • swap (exchange partition): create a 32 GB partition
          • / (root partition): configure the remaining capacity
        • Legacy
          • /boot: create a 1 GB partition
          • swap (exchange partition): create a 32 GB partition
          • / (root partition): configure the remaining size
      • The preceding values are recommended partition sizes. (The total disk capacity is more than 300 GB.)
      • In Legacy mode, the system disk capacity is more than 2 TB. In this mode, a BIOS boot partition needs to be configured to support the GPT partition. The UEFI mode can directly support the GPT partition, as shown in UEFI Partition.
        Figure 8. UEFI Partition


    6. Configure the network.
      1. Configure the NIC.
        On the installation summary page, click NETWORK & HOST NAME, and go to the NIC configuration page, as shown in NIC Configuration.
        1. Select the NIC to be configured, for example, eth0.
        2. Check the obtained DHCP address.
        Figure 9. NIC Configuration


      2. Optional. Perform network bonding.

        If you install and deploy ZStack in your actual production environment, we recommend that you perform network bonding. This is because network bonding can improve the network bandwidth and network reliability. For more information about the network bonding procedure, see Network Bonding.

        For POC testing, you can proceed without network bonding.

      3. If eth0 cannot obtain the DHCP address, manually configure a static IP address for eth0.
        1. On the NIC Configuration page, select Ethernet (eth0), click Configure..., and go to the eth0 configuration page, as shown in Configure a Static IP Address of eth0.
        2. Choose the IPv4 Settings tab page under eth0.
        3. From the Method drop-down list, select Manual.
        4. Click Add to add new configuration items.
        5. Configure the IP address of the NIC as needed.
        6. Click Save.
        Figure 10. Configure a Static IP Address for eth0


      4. Configure eth0 to automatically connect to the network.
        1. On the NIC Configuration page, select Ethernet (eth0), click Configure..., and go to the eth0 configuration page, as shown in Configure eth0 to Automatically Connect to Network.
        2. Choose the General tab page.
        3. Verify that you selected Automatically connect to this network when it is available.
        4. Click Save.
        Figure 11. Configure eth0 to Automatically Connect to Network


    7. After the network configuration is completed, go back to the installation summary page, and click Begin Installation.
      As shown in Begin Installation.
      Figure 12. Begin Installation


    8. Set ROOT PASSWORD during the automatic installation process.
      As shown in Configuration.
      Figure 13. Configuration


    9. After the installation is completed, click reboot. Then, you can start and enter the system of ZStack Custom c76.
  • If you select ZStack Enterprise Management Node, ZStack Community Management Node, or ZStack Compute Node, the system will automatically install the corresponding ZStack Installation Package after rebooting.
  • If you select ZStack Expert Mode, the system will enter a shell interface after rebooting. This method is applicable to advanced users who want to install the system in a custom way.

Network Bonding (Optional)

This topic mainly describes the configuration method of the network bonding. If you want to install and deploy ZStack in your real production environments, we recommend that you use the network bonding method to configure your networks. If you use the cloud for POC test only, skip this topic.

The network bonding has the following two configuration methods: command line and TUI.

Command Line Method

After you complete installing ZStack, you can perform the network bonding by running the following commands according to your deployment requirements:
# Create a link aggregation virtual interface according to the LACP mode.
zs-bond-lacp -c [bond-name]
zs-bond-lacp -c bond0

# Create another link aggregation virtual interface according to the active-backup mode.
zs-bond-ab -c [bond-name]
zs-bond-ab -c bond0

# Bind the physical interface to the link aggregation interface.
zs-nic-to-bond -a [bond-name] [nic-name]
zs-nic-to-bond -a bond0 eth0

# Create a VLAN interface.
zs-vlan -c [nic-name] [vlan]
zs-vlan -c bond0 10

# Create a network bridge, and configure the network IP address for the network bridge.
zs-network-setting -b [interface] [ipaddress] [netmask] [gateway]
zs-network-setting -b bond0.10 192.168.1.10 255.255.255.0 192.168.1.1

TUI Method

  1. Configure NICs.
    On the installation summary page, click NETWORK & HOST NAME. Then, the main page of the NIC configuration is displayed, as shown in Main Page of NIC Configuration.
    1. Select the NIC that you need to configure, such as eth0.
    2. Enable the NIC by selecting On.
    3. Check the DHCP address that you have obtained.
    Figure 1. Main Page of NIC Configuration


  2. Add a Bond device.
    Click the plus sign (+) at the lower left, select Bond from the prompted Add device drop-down list, and click Add, as shown in Add a Bond Device.
    Figure 2. Add a Bond Device


  3. Configure Bond.
    You need to manually make two configurations as follows on the Bond tab of the prompted Editing Bond connection 1 page, as shown in the Configure Bond.For other options, you can either use the default settings or customize your settings as needed.
    Figure 3. Configure Bond


  4. Add Bond Slave.
    • On the Bond tab, click Add to add Bond Slave, as shown in Add Bond Slave.
      Figure 4. Add Bond Slave


    • On the displayed Choose a Connection Type page, select a connection type for the Bond Slave, such as Ethernet, and click Create..., as shown in Select Connection Type for Bond Slave.
      Figure 5. Select Connection Type for Bond Slave


    • On the Ethernet tab of the Editing bond0 slave 1 page, select the Slave device that needs to be bound from the Device drop-down list, such as eth0 (the corresponding MAC address). On the Ethernet tab, you can use the default settings or customize your settings as needed. Finally, click Save, as shown in Select Bond Slave Device.
      Figure 6. Select Bond Slave Device


    • So far, Bond Slave is added successfully.
  5. Select the Bond mode.

    From the Mode drop-down list of the Bond tab, select the Bond mode as need, such as Active backup. On the Bond tab, you can use the default settings or customize your settings as needed. Finally, click Save, as shown in Select Bond Mode.

    Figure 7. Select Bond Mode


  6. Disable the IPv4 settings of Bond Slave.
    • Go back to the main page of the NIC configuration, select Bond Slave such as eth0, and click Configure..., as shown in Open Configuration Page of Bond Slave.
      Figure 8. Open Configuration Page of Bond Slave


    • On the IPv4 Settings tab in the Editing eth0 page, select Disabled from the Method drop-down list, and click Save, as shown in Disable IPv4 Settings of Bond Slave.
      Figure 9. Disable IPv4 Settings of Bond Slave


  7. Complete the network bonding.

    As shown in Complete Network Bonding.

    Note:

    To check Bond configuration options, verify that you have selected On and configured the IP address. At the same time, make sure that Bond Slave such as eth0 has been enabled by selecting On. Or otherwise, you might fail to install ZStack properly.

    Figure 10. Complete Network Bonding


  8. If the Bond device cannot obtain DHCP addresses, you need to manually configure the static addresses of the Bond device.
    1. On the Main Page of NIC Configuration, select Bond (bond0), and click Configure... to open the Bond configuration page, as shown in Configure Static IP Address of Bond Device.
    2. Go to the IPv4 Settings tab of the Bond device.
    3. From the Method drop-down list, select Manual to make manual configurations.
    4. Click Add to add new configuration items.
    5. Configure the NIC address information as needed.
    6. Click Save to save your configurations.
    Figure 11. Configure Static IP Address of Bond Device


  9. Configure the automatic connection for the Bond device.
    1. On the Main Page of NIC Configuration, select Bond (bond0), and click Configure... to open the Bond configuration page, as shown in Configure Automatic Connection for Bond.
    2. Go to the General tab.
    3. Make sure you selected Automatically connect to this network when it is available.
    4. Click Save to save your settings.
    Figure 12. Configure Automatic Connection for Bond


  10. So far, we have introduced the network configuration method based on the network bonding.

Install ZStack

This topic mainly describes four installation modes of ZStack 3.10.0 and the TUI features.

ZStack TUI Introduction

ZStack TUI is a set of UIs prepared for physical servers in ZStack clusters. The significance of the TUI includes the following two aspects:
  • Distribute a portion of UI features.

    To uniformly display on the TUI, operations such as configuring passwords for servers, configuring networks, and rebooting servers are ripped out from the UI.

  • Lower the frequency that an administrator logs in to servers.

    For this feature, you can lower the maintenance difficulties of hosts. In addition, you can protect the internal configurations of the hosts from being damaged.

You can enter the command line mode by pressing Ctrl + Alt + F2, and exit the mode by pressing Ctrl + Alt + F1. In addition, you can enter the reserved terminal by pressing Ctrl + Alt + F11 to run common commands. Exercise caution when you use the terminal. Doing so may damage the system and influence the running ZStack services.

Four Installation Modes of ZStack Custom ISO

ZStack Custom ISO provides the following four installation modes:
  • ZStack Enterprise Management Node
  • ZStack Community Management Node
  • ZStack Compute Node
  • ZStack Expert Node
The procedures of the four installation modes are as follows:
  1. ZStack Enterprise Management Node
    • Install the base system.
    • Install MariaDB, CloudBus, and other dependency packages.
    • Install the TUI of ZStack Enterprise Management Node.
    • Automatically install and start the ZStack and its UI.
  2. ZStack Community Management Node
    • Install the base system.
    • Install MariaDB, CloudBus, and other dependency packages.
    • Install the TUI of ZStack Community Management Node.
    • Automatically install and start the ZStack and its UI.
    Note:
    • The difference between ZStack Enterprise Management Node and ZStack Community Management Node: Different licenses have their different corresponding features.
    • In terms of the installation procedure, both ZStack Enterprise Management Node and ZStack Community Management Node are the same.
  3. ZStack Compute Node
    • Install the base system.
    • Install libvirt, QEMU, and other virtual components.
    • Install the TUI of ZStack Compute Node.
  4. ZStack Expert Node
    • Install the base system.
    Note:
    • ZStack Expert Node is equal to the minimum installation mode of CentOS 7.x.
    • When you need to make deeper customizations for your clouds, select ZStack Expert Node and then manually transform it to one of the three installation modes.
The four installation modes are shown in Diagram of Four Installation Modes.
Figure 1. Diagram of Four Installation Modes


Different installation modes can be applied to different installation scenarios, as shown in Installation Scenarios.
Table 1. Installation Scenarios
Mode Scenario
ZStack Enterprise Management Node Only applies to install ZStack Enterprise Management Node.
ZStack Community Management Node Only applies to install ZStack Community Management Node.
ZStack Compute Node

Applies to install other nodes apart from the management node in the cloud. For example,

  • Compute node.
  • ImageStore backup storage, SFTP backup storage, Ceph backup storage node, and Mount node of Ceph backup storage.
  • Ceph primary storage node and Mount node of Ceph primary storage.
  • PXE server node, local backup storage node, and remote backup storage node (offsite).
ZStack Expert Node





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