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This is the Quickstart to start your own running virtual machine in the de.NBI cloud. To start this guide you should have an individual account and be a member of an existing project. If you do not have an account, please visit this page and follow the instructions.

Throughout this guide, we will achive following goals:

  1. First Login
  2. Openstack Dashboard Overview
  3. SSH Setup
  4. Creating a Router and a Network
  5. Launching our Instance
  6. Getting Access to our Instance

First Login

This guide is based on the de.NBI cloud setup in Giessen. It should also be applicable to other de.NBI cloud sites. Please check the correct URL of your site in the Compute Center Specific section.

First of all, visit de.NBI cloud Giessen login page. You should see the following login page:

de.NBI cloud Giessen login

Please choose in the Authenticate using field, the ELIXIR AAI tag and click on the Connect button. You should be redirected to the Openstack Dashboard. If you have any problems or need help logging in, please do not hesitate to contact the Cloud Support of your site. You can find the corresponding support site in the Compute Center Specific section.

OpenStack Dashboard Overview

If the login was successful, you should see the overview page of the OpenStack dashboard:


cloud dashboard


At the top left you should see your current project in the de.NBI Domain (green box). If you have more than one project, you can switch into another one here (click on the arrow down button).

At the top right you can see your username (pink box). When you click on that arrow, you will get a dropdown menu. Here, you can get to your user specific settings (changing dashboard settings and appearance and your password), get to the official user documentation by OpenStack, change your theme or log out.

On the left is the control menu (blue box) to navigate you through your project. The current page is highlighted in blue (In our case Project -> Compute -> Overview). This information can also be found in the yellow box. This could help you navigate to the right page, in the case you have trouble to find the current page we are operating on.

The overview page summarizes the resource allocation within the current project (center of the page):

SSH Setup

Next, we have to setup SSH to login to our instances after they are launched. Go to nav compute and click on Key Pairs (green box). You should see this page:


access_security


If you do not have an SSH key or you are not sure whether you have one, please generate one by following the instructions based on your operating system (Windows/Linux) in the next Generate SSH-Keys section. You can import your SSH Key by clicking on Import Key Pair (right button in the yellow box)(e.g.: .pub in Linux or .key in Windows). Afterwards, your key should be listed on the key overview page. In chapter Getting Access to the Instance we will use this key.

Generate SSH-Keys

Linux

On all UNIX based operating systems ‘keygen’ may be used to create a key pair. A Linux command example is given below:

ssh-keygen –t rsa -f new_id

which will produce the files new_id and new_id.pub.

Windows

Start ‘puttygen’ and click on generate. You need to move your mouse cursor above the grey field to create enough entropy. Enter a passphrase and confirm the input. Save your private and public key into separate files e.g, new_id.ppk and new_id.key

Creating a Router and a Network

We want to create a network to get access to our in the near future launched instances. First, we get to the Network Topology page: nav network topology. When you click on Graph (red box), you should see this page:


network topology


Here you can see the external network (blue elipse).

What do we need to access our instances:

  • Router
  • Network
  • Subnet

Router

Click on the Create Router button (green box). A form should appear:


Creating router


Fill in the Router Name and select the external_network for the External Network. Click on the blue button Create Router. Your network topology should looks like this:


Router with external network


Network and Subnet

Now, we need a network. Click on Create Network (yellow box). A three-part form should appear (Network, Subnet, Subnet Details):


network first step


In the first part fill in the Network Name and then click on the blue Next button.


network second step


Here, you have to specify your Subnet Name and your Network Adress (e.g. 192.168.0.0/24). After this, click on the blue Next button again. On the third page you can specify additional attributes for the subnet. For more information hover over the questionmarks. In this guide we skip this step and click on the blue Create button.

Now your topology should include your network:


network final


We want to connect our Router with our new Network. Click on your Router !(img/User/symbol.png). A tooltip should pop up. Click on Add Interface. A form will appear:


adding interfaces


Select your Subnet and click on the blue Submit button. Your topology graph should look like this:


final network


For further reading visit our Networking section

Launching an Instance

Finally, we can launch our instances. We are still on network overview page. Click on the Launch Instance button (pink box on the picture in the last chapter). A new Launch Instance form will appear:


launch first


OpenStack fills some information with defaults. Thus, we have to fill the fields on the pages marked with a blue star (blue box).

On the first page we have to specify an Instance Name. After this, click on the Next button or on **Source* . The blue star next to **Details should disappear:


launch source


  1. Select Image as Boot Source (red box).
  2. Select No for Create New Volume (yellow box)
  3. Select an image as source to create the instance (e.g. Ubuntu 16.04 Xenial 2018/01/09 (green box))

After this, click on the Next Button or **Flavor* **.


launch third


A flavor defines a virtual machine setup by defining parameters like hard disk size, available memory or CPU core number. Click on the + Button next to de.NBI.default flavor (red box). Now the star next to Flavor should disappear. You can click on the blue Launch Instance button to launch your instance. Your Network Topology Graph should look like this:


network with instance


Getting Access to the Instance

On the Project -> Compute -> Overview page, we can see that we have allocated some resources:


dashboard


On Project -> Compute -> Instances we can see our instance and that it is running:


instance overview


Floating IP

In order to connect to your virtual machine (= instance), it must be related to a public network address. A private, fixed IP address, used "for communication between instances", will be assigned automatically to the instance. An IP adress "for communication with networks outside the cloud, including the internet" have to associated manually. Within the "Instances" tab, determine the machine for which a floating IP should allocated. To get access to our instance, we need to associate a Floating IP to it. Click on the arrow next to Create Snapshot. A dropdown menu appears:

instance dropdown

Click on Associate Floating IP: associate float

Click on the + next to No floating IP addesses allocated in the IP Address field:


floating 2


Select the external_network in the pool field (red box) and click on the blue Associate IP Button:


floating 3


Click on Associate to associate your new floating ip to your instance. Now, your instance should have two ip adresses:


instance overview with float


Security Groups

First of all, you should read our Security aspects in clouds page! You are responsible for a secure setup of your VMs. To allow external access to your instance via SSH, you have to change the security group and allow SSH! Go to Project -> Compute -> Access & Security

nav compute


security groups overview


Click on the Security Groups Tab (red box). You should see one security group with the name default. Click on Manage Rules next to the default security group (green box).


rule overview


Click on Add Rule (yellow box)


adding rule


In the Rule field, select SSH (maybe you have to scroll a little bit down)(pink box). Click on the blue Add button.

Login

Linux and MacOS

For Linux and MacOS just use ssh, specifying the correct IP, the right key and the username of the OS you have chosen for example ‘ubuntu’. For Windows, start ‘Putty’ and enter the IP address of your VM under Hostname (or IP address). It can be found within the Horizon dashboard under Instances. An example of a Linux command is given below:

ssh –i /path/to/private/key @

An example for a CentOS machine with the floating IP 1.2.3.4 would be:

ssh –i /path/to/private/key ubuntu@1.2.3.4

If you need X-Forwarding for graphical user interfaces don’t forget to set the –X flag and check if the xauth package is installed on the host and the server and the X-Forwarding settings are correct. For Windows user we suggest to use xming (https://sourceforge.net/projects/xming/).

Windows

Note

Please note we offer a more detailed tutorial for accessing VMs from Windows 10.

For Windows using Putty you have to navigate in Putty to Connection / Data and enter ‘ubuntu’ as Auto-login username. The user name may be different for different Boot Sources, but here we have a CentOS based image. Under Connection / SSH / Auth select the file containing your private key matching the public one you have used during the creation of your VM. Enable X11 forwarding under Connection / SSH / X11. Go back to Session and save the settings for later reuse. Click on Open to connect to your VM via SSH. When connecting for the first time a warning related to server host keys may appear. Confirm with yes. Enter the passphrase you have set during the creation of your key pair. You now should have a prompt on your VM. Please note, each time you are shutting down and deleting the VM or redeploy the VM, the IP address will change. So first check if you have the correct IP address if problems occur. If you are just logging out of the VM via the exit command, the IP address will not change.

Great! You have started your first instance in the de.NBI cloud 8-)

Using Cinder Volumes

Cinder Volumes are nothing else than block devices like a hard drive connected to your computer but in this case virtual. You can mount format and unmount it like a normal block device. In the following it is explained how to create a Cinder Volume and how to use it in your VM. But before some remarks. It is only possible to attach a Cinder Volume to exactly one VM. So you can not share one Volume with other VMs. A more cheerful remark is that the data saved on a Cinder Volume is persistent. As long you do not delete the Volume in the Dashboard (Horizon) your data will not get lost by deleting the VM.

In the Dashboard (Horizon) you will navigate to the Compute section and then to the Volume section. Here you can create a new volume entering the following parameters

  • Volume name: Type in any name you want to

  • Description: Describe for which purpose you will use the volume (optional)

  • Volume Source: Set it to No source, empty Volume to get an empty block device

  • Size (GiB): Select the desired size in Gigabytes

  • Availability zone: nova

Then click create volume and your volume will appear in the list of volumes with the status Available. Now you have to attach the just created volume to your VM. This is done by changing to the instancesection under the compute section and clicking on the arrow on the right side belonging to your VM. Choose Attach Volume and choose the just created volume. Now your volume is connected to your VM similar to connecting a hard drive via USB with your computer. Now you have to login into your VM, format and mount the volume. You will find your volume with the command

lsblk

This command will list all your block devices connected to your VM. Chose the correct device (mostly the name will be the second entry, you can orientate oneself on the SIZE parameter) and format it with a filesystem if you are using this volume for the first time. Common filesystems are ext4 or xfs.

mkfs.ext4 /dev/device_name

After the formating you have to create a mountpoint

mkdir -p /mnt/volume

Check that you have the correct permissions for this directory, otherwise set them with the follwoing command

chmod 777 /mnt/volume/

And mount the Cinder Volume under the created directory

mount /dev/device_name /mnt/volume

Now you should see your device by executing the command

df -h

If you do not need you Cinder Volume you can also unmount it with

umount /dev/device_name