Automated Amazon EC2 Cloud deployments with openQRM

Automated Amazon EC2 Cloud deployments with openQRM
5.1 on Debian Wheezy
This HowTo is about how to manage Public- and Hybrid Cloud deployments with openQRM. As the deployment manager for Amazon EC2 and its API
compatible derivatives (e.g Eucalyptus) openQRM is capable to fully automate Instance provisioning and to add additional value by attaching automated
application deployment via Puppet, automated monitoring via Nagios and also highavailability on Infrastructure-Level to the providers cloud features.
The whole workflow of Instance-deployment in openQRM is exactly the same as for local resources in the internal IT-environment.
Requirements
One physical Server. Alternatively the installation can be also done within a Virtual Machine
at least 1 GB of Memory
at least 100 GB of Diskspace
optional VT (Virtualization Technology) enabled in the Systems BIOS so that the openQRM Server can run KVM Virtual Machines later
Install openQRM 5.1 on Debian Wheezy
Install a minimal Debian Wheezy on a physical Server
Install and initialize openQRM 5.1
A detailed Howto about the above initial starting point is available at "Install openQRM 5.1 on Debian Wheezy (resources/documentation-
howtos/howtos/install-openqrm-51-on-debian-wheezy.html)"
For this howto we have used the same openQRM server as for the howto about 'Virtualization with KVM and openQRM 5.1 on Debian Wheezy'.
That means with this howto we are going to add functionality to an existing openQRM setup. This is to show that openQRM manages all different
virtualization and deployment types seamlessly.
Actually this means you can use either use the "Install openQRM 5.1 on Debian Wheezy (resources/documentation-howtos/howtos/install-openqrm-
51-on-debian-wheezy.html)" or "Virtualization with KVM and openQRM 5.1 on Debian Wheezy (resources/documentation-howtos/howtos/virtualization-
with-kvm-and-openqrm-51-on-debian-wheezy.html)" howto as starting point.
Set a custom Domain name
As the first step after the openQRM installation and initialization it is recommended to configure a custom domain name for the openQRM
management network.
In this Use-Case the openQRM Server has the private Class C IP address 192.168.178.5/255.255.255.0 based on the previous "Howto install
openQRM 5.1 on Debian Wheezy (resources/documentation-howtos/howtos/install-openqrm-51-on-debian-wheezy.html)". Since the openQRM
management network is a private one any syntactically correct domain name can be used e.g. 'my123cloud.net'.
The default domain name pre-configured in the DNS plugin is "oqnet.org".
Best practice is to use the 'openqrm' commandline util to setup the domain name for the DNS plugin. Please login to the openQRM Server system
and run the following command as 'root' in a terminal:
/usr/share/openqrm/bin/openqrm boot-service configure -n dns -a default -k OPENQRM_SERVER_DOMAIN -v my123cloud.net
The output of the above command will look like

root@debian:~# /usr/share/openqrm/bin/openqrm boot-service configure -n dns -a default -k OPENQRM_SERVER_DOMAIN -v my123cloud.net
Setting up default Boot-Service Konfiguration of plugin dns
root@debian:~#
To (re)view the current configuration of the DNS plugin please run:
/usr/share/openqrm/bin/openqrm boot-service view -n dns -a default
(/fileadmin/Images/Documentation/Automated_Amazon_EC2_Cloud_deployments_with_openQRM_5.1_on_Debian_Wheezy/01-openqrm-ec2.png)
Enabling Plugins
For this HowTo please enable and start the following plugins in the sequence below:
dns plugin - type Networking
dhcpd plugin - type Networking
tftpd plugin - type Networking
device-manager plugin - type Management
nfs-storage - type Storage
lvm-storage - type Storage
nagios3 - type Monitoring
puppet - type Deployment
sshterm plugin - type Management
hybrid-cloud - type Deployment
Hint: You can use the filter in the plugin list to find plugins by their type easily!
Install the latest Amazon EC2 Tools
Go to Plugins -> Deployment -> Hybrid-Cloud -> About

There you can find the URLs and informations about the latest Amazon EC2 API- and AMI-Tools.
Here the steps to install the Amazon EC2 Tools. Please SSH-login to the openQRM server as 'root' and run the following commands:
wget s3.amazonaws.com/ec2-downloads/ec2-api-tools.zip
wget s3.amazonaws.com/ec2-downloads/ec2-ami-tools.zip
unzip ec2-api-tools.zip
unzip ec2-ami-tools.zip
mkdir /usr/local/ec2
cp -r ec2-ami-tools-1.4.0.9/* /usr/local/ec2/
cp -r ec2-api-tools-1.6.8.1/* /usr/local/ec2/
apt-get update && apt-get install default-jdk
Please notice: The version numbers may be different when newer EC2 Tools gets available!
Then please add the following to the system wide profile /etc/profile
# EC2 Tools
export EC2_HOME=/usr/local/ec2
export PATH=$PATH:$EC2_HOME/bin
export JAVA_HOME=/usr
The EC2 API- and AMI Tools are now installed and available in the system path.
Please notice: Now please logout of the openQRM server and re-login. This is to activate the new profile settings in the environment. After re-login
please restart the openQRM server to also activate the profile in its environment by running:
/etc/init.d/openqrm restart
To re-check the configuration please run:
ec2-describe-regions -O [your-aws-access-key] -W [your-aws-secret-key]
The output of the above command looks like:
root@debian:~# ec2-describe-regions -O XXXXXXXXXXXXXXXXXXXXX -W YYYYYYYYYYYYYYYYYYYYYYYY
REGION eu-west-1 ec2.eu-west-1.amazonaws.com
REGION sa-east-1 ec2.sa-east-1.amazonaws.com

REGION us-east-1 ec2.us-east-1.amazonaws.com
REGION ap-northeast-1 ec2.ap-northeast-1.amazonaws.com
REGION us-west-2 ec2.us-west-2.amazonaws.com
REGION us-west-1 ec2.us-west-1.amazonaws.com
REGION ap-southeast-1 ec2.ap-southeast-1.amazonaws.com
REGION ap-southeast-2 ec2.ap-southeast-2.amazonaws.com
root@debian:~#
Configure which Amazon EC2 regions to use
Best practice is to use the 'openqrm' commandline util to setup which Amazon regions to use for the hybrid-cloud plugin. Please login to the
openQRM Server system and run the following command as 'root' in a terminal:
/usr/share/openqrm/bin/openqrm boot-service configure -n hybrid-cloud -a default -k OPENQRM_PLUGIN_HYBRID_CLOUD_REGIONS -v "eu-west-1,
us-west-1"
To (re)view the current configuration of the Hybrid-Cloud plugin please run:
/usr/share/openqrm/bin/openqrm boot-service view -n hybrid-cloud -a default
Create a Hybrid-Cloud Account
Go to Plugins -> Deployment -> Hybrid-Cloud -> Actions and click on 'Add new Account'
Provide an account name and the AWS Access and Secret Key plus a description for the account. Then click on submit.

Adding the account is then checking to get access via the provided credentials. If configured correctly the account is added as seen below.
You can now easily access all kind of Amazon EC2 functionalities through the different action buttons.
Choose AMIs for deployment
Go to Plugins -> Deployment -> Hybrid-Cloud -> About

In the section 'Manage and automate public and private clouds' -> AMIs you can find a URL to some current Ubuntu AMIs. Please open the url and
find an AMI of your choice in the region of your choice. For this howto will will use a 'Ubuntu 13.04 64bit' AMI named 'ami-23a9b057'.
Please notice: Those AMIs are updated frequently so the AMI name may change!
Now go to Plugins -> Deployment -> Hybrid-Cloud -> Actions -> AMI. This will list available AMIs in the selected region.

Click on the AMI filter 'U' button and find the AMI you have selected on the Ubuntu AMI page. Click on 'Add Image' for that AMI.
This creates a new available Image object in the openQRM server.

Create a custom auto-configuration script to the EC2 Instance on S3
The integration with Amazon EC2 in openQRM allows to attach a custom script to a starting Instance. The Instance is then running this script on
system startup. This can be used in combination with the Puppet integration to fully pre-configure an Instance in EC2. The easiest way to create such
a custom auto-configuration script is to use the S3 action in the account overview. This provides you with a File-Manager for S3 and allows to easily
upload files to S3. Those files, if set to 'public-read' permission is directly available via http. As an example we create a small bash-script which actually
just outputs some text to a file.
On your Desktop create a new file named 'my-custom-auto-configure.sh' with the following content:
#!/bin/bash
echo "Here custom commands are running on instance startup" > /tmp/my-custom-auto-configure.log
Now go to Plugins -> Deployment -> Hybrid-Cloud -> Actions -> S3 and create a new S3 bucket.
Click on 'Files in bucket' to list the files in the bucket.

Click on 'Upload file' button to upload the custom 'my-custom-auto-configure.sh' script from your desktop.
Select the 'my-custom-auto-configure.sh' srcript from your desktop, set the File Permission to 'public-read' and submit.

The 'my-custom-auto-configure.sh' srcript got uploaded to the S3 bucket and is available via http. Please copy the URL of the uploaded script, we are
going to paste the URL in the following 'Instance Add' dialog.
Pre-configure Nagios service checks
Now go to Plugins -> Monitoring -> Nagios3 -> Services. and login to the embedded Nagios server with the openqrm credentials.

Here the standard Nagios configuration after the Debian package is installed.
Now go to Plugins -> Monitoring -> Nagios3 -> Config -> Services. and click on 'Add new Service'

Select the http service (Port 80) and click on 'Submit'
Here the available Nagios Service check list after adding the http service

Here after adding some more service checks
Create a new Instance on Amazon EC2
Go to Datacenter -> Server. and click on 'Add a new Server'

Provide a name for the new server. Easiest is to use the 'Generate name' button.
In the Resource-Select please click on 'New Resource'

Here the list of available Resource types. Please select 'Cloud (localboot) Virtual Machine'
This forwards to the Hybrid-Cloud plugin actions. Please click on 'Instances'

The following screenshot shows the empty Instance list. Please click on 'Add Instance'
In the Instance-Add for please select the AMI, the availability zone, type, keypair and security group.
Hint: Keypairs can be managed via the 'Keypair' action, security groups can be managed with the 'Groups' action!
Click on submit when finished.

Creating a new Instance automatically creates a new resource in openQRM and forward back into the server wizard. Please select the just created
new resource and click on 'Submit'
Next select the Image object created from the AMI before.

On this screen please click on 'Submit' to edit the Image parameter.
The Image-Edit form allows to set a custom password for the server.

Please notice: Normally SSH-Access to Amazon EC2 instances works only on behalf of a private- and public keypair. Amazon EC2 keypairs can be
easily managed through the 'keypair' action. Anyway openQRM also allows to simply set a password in the Image-Edit section. Setting a password
there automatically sets the password in the Instance AMI and enables to allow SSH-Login with password.
Here the final Server-Edit screen. Click on 'Submit' to save the server configuration.
Configure Puppet recipes for the EC2 Instance
Go again to Datacenter -> Server. and edit the just created server object.

Click on Deployment -> Puppet to add a custom Puppet recipe to the server.
Here we choose the included 'webserver' puppet recipe which automatically installs and starts apache.

The overview about the Puppet deployment configuration looks now like this:
Set up monitoring for the EC2 Instance
Go again to Datacenter -> Server and edit the just created server object. Click on Deployment -> Nagios3

In the Service-Edit form please select the 'http' service and click on 'Submit'
The overview about the Nagios check configuration looks now like this:

Starting the EC2 Instance
To start the configured Amazon EC2 simply start its server object in Datacenter -> Server. This will create and start the Instance on the Amazon Public
Cloud, apply the Image password configuration, apply the puppet recipes, configure WebSSH and execute the custom auto-configuration script we
have attached to the Instance from S3.
Go to Datacenter -> Server. Select the new created server object and start it
The server object is now activated and the deployment of the Amazon EC2 instances has started.

Here a screenshot of the Amazon EC2 console after we have started the deployment.
You can now use the 'ssh' button in the server list at Datacenter -> Server to easily login to the Instance.
Please notice: Your browser will warn because of a self-signed ssl certificate for the WebSSH login! Please accept to login.

A quick check that the webserver is up+running
Here a screenshot of the embedded Nagios console with the http service check activated.

Also please re-check /tmp/my-custom-auto-configure.log on the Instance to see you custom script got executed.
And here the Datacenter Dashboard after we have created the Amazon EC2 Instance
You can now fully automate your Amazon EC2 deployment with openQRM 5.1.
Hope you enjoyed this Howto!
Add more functionalities to your openQRM Setup
To continue and further enhance your openQRM KVM Virtualization Setup there are several things to do:
Enable the highavailability plugin to automatically gain HA for your server
Enable the cloud plugin for a complete Self-Service deployment of your Server and Software stack to end-users
Enable further Virtualization plugins and integrate remote Virtulization hosts for a fully distributed Cloud environment
Enable further Storage and Deployment plugins to automatically provision your Virtualization Hosts and other physical systems
... and more.
Links

openQRM Community: http://www.openqrm.com/ (http://www.openqrm.com/)
openQRM Project at sourceforge: http://sourceforge.net/projects/openqrm/ (http://sourceforge.net/projects/openqrm/)
openQRM Enterprise: http://www.openqrm-enterprise.com/ (http://www.openqrm-enterprise.com/)
openQRM at Twitter: https://twitter.com/openQRM (https://twitter.com/openQRM)
openQRM at Facebook: https://www.facebook.com/pages/openQRM-Enterprise/324904179687
(https://www.facebook.com/pages/openQRM-Enterprise/324904179687)
Amazon EC2: http://aws.amazon.com/ec2/http://linuxcoe.sourceforge.net/
(http://aws.amazon.com/ec2/http://linuxcoe.sourceforge.net/)

Automated Amazon EC2 Cloud deployments with openQRM

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