The Cloudian Connector Plugin

Introduction to the Cloudian Connector Plugin

The Cloudian (HyperStore) Connector is a native CloudStack plugin that allow integration between Apache CloudStack and Cloudian Management Console (CMC). The Connector integrates Cloudian S3 Storage into the CloudStack Management GUI and allows administrators to easily give their CloudStack users access to and manage their own S3 storage areas.

Compatibility

The following table shows the compatiblity of Cloudian Connector with CloudStack.

Connector Version

CloudStack version

Cloudian Compatibility

4.9_6.2-1

4.9

Version 6.2 and onwards

4.11+

4.11+

Version 6.2 and onwards

Table: Support Matrix

Note

Starting CloudStack 4.11, the Connector will be part of the CloudStack release and will not need to be externally installed.

Connector Overview

Single-Sign-On Integration

The connector plugin adds a Cloudian Storage button to the CloudStack UI. This button is available for all users on the bottom left of the menu.

a screenshot of an enabled Cloudian Connector

When a user clicks this button, a new window or tab (depending on the web browser preferences) is opened for the HyperStore CMC GUI. The CloudStack user is automatically logged in to CMC as the correctly mapped HyperStore user using Single-Sign-On (SSO).

With the connector enabled, when the user clicks ‘Log Out’ in the CloudStack UI this first logs the user out of CloudStack and then redirects the page to log out any logged-in Cloudian user out of CMC GUI and finally redirects the page to the CloudStack login page.

Single-Sign-On is a technique where CloudStack and HyperStore are configured to trust each other. This is achieved by configuring both HyperStore and the CloudStack connector with the same SSO Shared Key. The CloudStack connector creates a special login URL for CMC which it signs using this shared key. Upon receiving the special signed login URL, CMC validates the request by comparing the signature to its own copy of the shared key and the user is automatically logged in.

User Mapping and Provisioning/De-provisioning

CloudStack domains are mapped to Cloudian Groups. CloudStack Accounts within those domains are mapped to Cloudian users. The Cloudian user and group are created on demand if it doesn’t already exist when the CloudStack user accesses CMC through the Cloudian Storage button. When Accounts and domains are created or removed in CloudStack, they automatically create or remove users or groups in CMC.

CloudStack Entity

Equivalent Cloudian Entity

Account

User

Domain

Group

Table: Mapping Between Cloudian and CloudStack

Note

Adding groups or users directly through Cloudian does not add corresponding CloudStack Domains or Accounts. The integration is driven completely from the CloudStack side.

Special Admin User Mapping

The special CloudStack admin is are mapped to a special HyperStore Admin user account which defaults to the user id admin. As the admin user on HyperStore is configurable, there is a configuration option to control this mapping. This mapping dictates which HyperStore user is automatically logged in using SSO when the CloudStack admin user clicks “Cloudian Storage”.

Note

The Cloudian Admin user default is called admin. Older versions of Cloudian used to use admin@cloudian.com.

DNS Resolution Requirements

The CloudStack Management Server will need to be access the Cloudian admin service. The Cloudian admin service is commonly run on the same nodes as your Cloudian S3 servers. The admin service is used to provision and deprovision Cloudian users and groups automatically by CloudStack.

Additionally, your CloudStack users will need to be able to resolve your CMC server hostname on their desktops so that they can access CMC.

Example domain names that should resolve:

Resolvable Name

Required By

Description

mgmt.abc-cloud.com

User’s browser

CloudStack Management Server

cmc.abc-cloud.com

User’s browser

Cloudian CMC

admin.abc-cloud.com

Management Server

Cloudian Admin Server

Table: DNS Name Resolution Example

Configuring the Cloudian Connector

Prerequisites

Cloudian ships with SSO disabled by default. You will need to enable it on each CMC server. Additionally, you will need to choose a unique SSO shared key that you will also configure in the CloudStack connector further below.

Edit Puppet config to enable SSO on all CMC servers:

# vi /etc/cloudian-[version]-puppet/modules/cmc/templates/mts-ui.properties.erb
  sso.enabled=true
  sso.shared.key=YourSecretKeyHere

Note

Once configured in Puppet, you should roll out to each CMC server and restart CMC services. Please refer to the HyperStore documentation for how to do this.

Connector Configuration

The main way to configure, enable and disable the connector is using the CloudStack global setting. The global settings provide an easy way to configure the connector and synchronize setting across multiple management server(s). The following global setting can be accessed and changed using the CloudStack UI:

Global Setting

Description

cloudian.connector.enabled

Setting to enable/disable the plugin

cloudian.admin.host

The Cloudian admin server host

cloudian.admin.port

The Cloudian admin server port, usually 19443 (https) or 18081 (http)

cloudian.admin.protocol

The Cloudian admin server protocol, http/https

cloudian.validate.ssl

Whether to validate SSL certificate of Cloudian admin service while making API calls

cloudian.admin.user

Basic auth user name for Cloudian admin server

cloudian.admin.password

Basic auth password for Cloudian admin server

cloudian.api.request.timeout

The admin API request timeout in seconds

cloudian.cmc.admin.user

The user id of the CMC admin that maps to CloudStack admin user

cloudian.cmc.host

The Cloudian Management Console hostname

cloudian.cmc.port

The Cloudian Management Console port

cloudian.cmc.protocol

The Cloudian Management Console protocol

cloudian.sso.key

The shared secret as configured in Cloudian CMC

Table: Cloudian Connector Global Settings

Note

Change in only ‘cloudian.connector.enabled’ setting requires restarting of all the CloudStack management server(s), rest of the setting can be changed dynamically without requiring to restart the CloudStack management server(s).

Enabling the Cloudian Connector

The Cloudian Connector comes disabled by default, enabling the connector is the last step. You should have already configured the Cloudian Connector global settings. To enable the connector, ensure that the global setting “cloudian.connector.enabled” is set to true. Finally, restart each of the management server(s) to reload and enable the connector.

For example, here is how you can restart the CloudStack management server installed on CentOS7:

# systemctl restart cloudstack-management

Troubleshooting

Most of the trouble you may run into will be configuration related.

There are a few things which can go wrong for SSO. Here are the most common problems and things to check:

  • Does the global settings cloudian.cmc.admin.user point to the correct Cloudian (admin) user?

  • Is SSO configured and enabled on Cloudian HyperStore CMC?

  • Check for errors in the CMC log file.

  • Are both CloudStack and HyperStore CMC configured with the same cloudian.sso.key?

  • Check the /var/log/cloudstack/management/management-server.log file and search for errors relating to SSO.

  • Try access the CMC host directly from the problem users host using the configured cloudian.cmc.host, cloudian.cmc.port and cloudian.cmc.protocol configured in the CloudStack global settings.

  • If you log out of the management server and log in again, does the Cloudian Storage button work?

Adding/Deleting Domains or Accounts fails: These operations use the Cloudian Admin Server. It’s likely that something has changed with the connection or the admin server is down. Check list:

  • Is the admin server alive and listening?

  • Try access the admin server host directly from the problem users host using the configured cloudian.admin.host, cloudian.admin.port and cloudian.admin.protocol configured in the CloudStack global settings. Check the configured auth settings cloudian.admin.user and cloudian.admin.password.

  • If you’re experiencing timeout issues, trying changing the API timeout value defined in cloudian.api.request.timeout global setting.

  • Look for errors in the admin log file /var/log/cloudian/cloudian-admin.log.


Cloudian as CloudStack Secondary Storage

This section is a supplementary guide for CloudStack and describes how to configure CloudStack to use Cloudian HyperStore as Secondary Storage. Please also review CloudStack’s documentation (Getting Started Guide) for configuring and using S3 as Secondary Storage.

CloudStack, as of version 4.2.1, can utilize Cloudian HyperStore as S3 Secondary Storage out of the box. There is no need for any modifications or to install any connectors. Secondary Storage is used to store ISOs, Templates, Snapshots and Volumes.

Note

CloudStack still requires an NFS Secondary Storage Staging Server with is mentioned in the requirements below.

Requirements:

  • CloudStack 4.5+ (installed/configured and running)

  • Cloudian HyperStore 5.0 or greater (installed/configured and running)

NFS Secondary Storage Staging Server Requirement

The use of S3 as Secondary Storage for CloudStack also requires an NFS server. The NFS server is required because the various hypervisors cannot yet talk directly to S3 but instead talk through the standard file system API. As such, CloudStack requires an NFS staging server which the Hypervisors use to read and write data from/to. The NFS storage requirements for the staging server are small however as space is only required while objects are staged (moving) between the S3 server and the Instances.

DNS Name Resolution Requirement

All CloudStack Management Servers, System VMs and customer Instances (if required) must be able to resolve your S3 bucket names. Usually, if you already have Cloudian installed and running in your environment, this is already working. At a minimum the following names should resolve to the correct IP addresses using the DNS server that your Management Server and System VMs are using.

Example Name

DNS Name Types

s3.mycloud.com

Cloudian S3 Endpoint

sec.s3.mycloud.com

Bucket for Secondary Storage

s3-admin.mycloud.com

Cloudian Admin Server

Table: Example Domain Names that should Resolve on CloudStack Servers

Adding Cloudian as CloudStack Secondary Storage

Setup a Cloudian User and Bucket for Secondary Storage

S3 Secondary Storage stores the CloudStack Templates, Snapshots etc in a dedicated S3 Bucket. To properly configure CloudStack you will need to know the S3 Bucket name and how to access your S3 Server (the S3 endpoint, access key and secret key).

Below, we will create a dedicated Cloudian user and a dedicated bucket which we will assign for use as Secondary Storage.

Create a dedicated user/group:

  • Login to the Cloudian Management Console (CMC) as the Cloudian admin user.

  • Create a new group called cloudstack. Any group name is ok.

  • Create a new user called cloudstack in the cloudstack group. Any user name is ok.

Create a dedicated bucket:

  • Login to CMC as the cloudstack user created above.

  • Create a bucket called secondary. Any bucket name will do.

  • On the top menu bar on the right hand side, use the drop down menu under your user name to select Security Credentials and copy and paste your Access and Secret Keys to a note for later use. CloudStack will need these when you attach Cloudian as Secondary Storage in a later step below.

Open Up Access to your S3 Network from Secondary Storage

If your S3 server is on a different Network to your Secondary Storage VM, you will need to open up access to the S3 Network. This also allows users to download Templates from their S3 object store areas.

a screenshot of changing global settings

Note

Editing the Global Settings requires you to restart the management server(s).

Add an NFS Secondary Storage Staging Server

As mentioned previously, S3 Secondary Storage currently requires the use of an NFS Secondary Staging Server. Add NFS Secondary Storage Staging Server:

  • Login to CloudStack Management Server as the admin user.

  • Navigate to Infrastructure → Secondary Storage.

  • Click Select View and select Secondary Staging Store.

  • Click Add Secondary Staging Store.

  • Configure the zone, server and path for your desired secondary staging store. For example nfs.mycloud.com and /export/staging.

a screenshot of adding secondary staging store

Attach Cloudian as Secondary Storage

CloudStack supports using either S3 or NFS as Secondary Storage but not both. The below instructions assume you are not using Secondary Storage on NFS and that you can delete it to add the S3 storage.

Note

Already using NFS for Secondary Storage with CloudStack? You need to migrate your Secondary Storage. Refer to CloudStack’s instructions for migrating existing NFS Secondary Storage to an S3 object storage. CloudStack 4.5 onwards supports migrating data via special commands which are described in the Getting Started Guide in a section titled Upgrading from NFS to Object Storage.

Adding S3 Secondary Storage:

  • Login to CloudStack Management Server as the admin user.

  • Navigate to Infrastructure → Secondary Storage.

  • If it exists, select and delete any existing NFS Secondary Storage server setting. NOTE: Do not do this if you want to migrate existing NFS secondary storage to S3. Instead, see warning above.

  • Click the Add Secondary Storage button. This will open up a pop-up form which you can fill out similarly to below.

a screenshot of configuring S3 secondary storage

Note

CloudStack doesn’t currently allow you to re-edit the S3 configuration so take time to double check what you enter. If you make a mistake the only options currently are either a) delete and recreate the storage or b) directly edit the entry in the database.

When you have finished adding Cloudian as Secondary Storage in the previous steps, CloudStack will populate the new secondary storage with the system and default Templates. This can take some time do download as the Templates are quite big.

Note

You can check if the system Template and the default Template have properly downloaded to the new secondary storage by navigating to Templates, selecting a Template, clicking on the Zones tab and checking its Status is Ready 100% Downloaded.

Note

Should you continue to have problems, sometimes it is necessary to restart the Secondary Storage VM. You can do this by navigating to Infrastructure, System VMs, selecting and rebooting the Secondary Storage VM.

CloudStack should now ready to use Cloudian HyperStore for S3 Secondary Storage.

Revision History

  • Fri Oct 6 2017 Rohit Yadav rohit.yadav@shapeblue.com Documentation created for 4.11.0 version of the Cloudian Connector Plugin