Automated Install

Cluster Manager

The purpose of the Cluster Manager package is to automate the procedure of installing a Cloudify cluster on existing VMs. The following article will guide you through the different steps of easily installing a Cloudify cluster on either 3 or 9 VMs.

Installation

Choosing a Cluster Configuration

Before using the Cluster Manager package you must prepare a set of VMs for your cluster. The Cluster Manager package supports all cloud providers and the following configurations:

• Fully distributed cluster (9 VMs)
• Compact cluster (3 VMs)
• Fully distributed cluster with an external DB (6 VMs)
• Compact cluster with an external DB (3 VMs)

Installing the Cluster Manager Package

You can run the Cluster Manager package from one of the cluster’s VMs, or from a different host in the cluster network. You can install the package either by using an RPM or by using pip install:

Installing Using an RPM

Run the following command:

sudo yum install -y http://repository.cloudifysource.org/cloudify/cloudify-cluster-manager/1.0.13/ga-release/cloudify-cluster-manager-1.0.13-ga.el7.x86_64.rpm

Installing Using pip Install

pip install cloudify-cluster-manager

Using the Cluster Manager Package

Once the VMs are ready, using the Cluster Manager package to build the cluster consists of three steps:

1. Generate a cluster configuration file template based on the cluster topology you wish to deploy.
2. Fill in the generated file with the relevant information.
3. Run the cluster installation based on the completed configuration file.

Generating a Configuration File

Generating the configuration file is done using the command:

cfy_cluster_manager generate-config [OPTIONS]

Options

• -o, --output-path - The local path to save the cluster install configuration file to. Default: ./cfy_cluster_config.yaml
• --three-nodes - Using a 3 nodes cluster.
• --nine-nodes - Using a 9 nodes cluster. In the case of using an external DB, Only 6 nodes will need to be provided.
• --external-db - Using an external DB.
• -v, --verbose - Show verbose output.
• -h, --help - Show this help message and exit.

Filling in the Configuration File

General Note

Fill in the information according to the comments in the file itself. NOTE! Do not delete anything from the file.

Load Balancer

As mentioned before, a load-balancer is not installed as part of the cluster installation. The load_balancer_ip value is used in the different config.yaml files for the instances’ connection.

Certificates

• If you wish to use your own certificates:

  • Fill in the ca_cert_path value and the cert_path and key_path values for each VM (all of them).
  • In case a VM’s certificate’s SAN includes the VM host name, please specify this host name as the value of the hostname key.

• Otherwise: Cloudify signed certificates will be generated and used automatically.

config.yaml Files

• If you wish to use your own config.yaml files for the different instances, you may do so by specifying their path as the value of the config_path in each one of the instances (all of them).

• Otherwise, preconfigured config.yaml files will be generated and used automatically.

• Note: If you use your own config files, you cannot specify the certificates’ paths for the different instances. Moreover, the external_db and credentials sections in the configuration file will be ignored.

Credentials

• If you wish to use your own credentials, you can specify them in the credentials section.

• Unfilled credentials will be generated and used by the Cluster Manager package. The generated credentials are random.

• WARNING: At the end of the installation, a file named secret_credentials_file.yaml will be created in the current directory. This file includes the credentials in clear text. Please, remove it after reviewing it or store it in a safe location.

Installing a Cloudify Cluster

Now that the configuration file is completed, we can move on to the cluster installation using the following command:

cfy_cluster_manager install [OPTIONS]

Options

• --config-path - The completed cluster configuration file path. Default: ./cfy_cluster_config.yaml
• --override - If specified, any previous installation of Cloudify on the instances will be removed.
• --validate - Validate the provided configuration file.
• -v, --verbose - Show verbose output.
• -h, --help - Show this help message and exit.

Removing a Cloudify Cluster

The created Cloudify cluster can be removed using the following command:

cfy_cluster_manager remove [OPTIONS]

Options

• --config-path - The completed cluster configuration file path. Default: ./cfy_cluster_config.yaml
• -v, --verbose - Show verbose output.
• -h, --help - Show this help message and exit.

Upgrading a Cloudify Cluster

The Cloudify cluster can be upgraded from v5.1.0 (or any later release) to a more recent version using the following command:

cfy_cluster_manager upgrade [OPTIONS]

Options

• --config-path - The completed cluster configuration file path. Default: ./cfy_cluster_config.yaml
• --upgrade-rpm - Path to a cloudify-manager-install RPM. This can be either a local or remote path.
• -v, --verbose - Show verbose output.
• -h, --help - Show this help message and exit.

Fault Tolerance Mechanisms

The Cluster Manager package has a few mechanisms to handle errors:

• The configuration file is validated before it is used.
• The connection to each instance is tested before the installation starts.
• The cfy_manager install command is run using systemd-run on the different instances. I.e. if the SSH connection is interrupted, the installation keeps on running because it’s configured as a child process of the init process.
• In case of a recoverable error during the installation, you can just run the cfy_cluster_manager install command again. The installation process would:
• Go over the instances and check if they were installed successfully.
• Once it gets to the failed instance, it would remove the failed installation, and continue the installation from there.
• In case of an unrecoverable error during the installation, you can run it again using: cfy_manager install --override. This command would:
• Go over the instances and remove Cloudify from them (including the RPM).
• Run the installation process from the start.