Platform9 Managed OpenStack prerequisites for Linux/KVM

This Tutorial describes the prerequisites for setting up Platform9 Managed OpenStack with Linux/KVM.

Minimal Configuration (POC/Trial)

Following is a minimal configuration to enable a Platform9 Managed OpenStack POC/Trial deployment. We recommend reading rest of this page even when creating a minimal setup.

  • 1 to 3 physical servers, with CentOS 7.6 64-bit, Ubuntu 16.04 64-bit or Red Hat Enterprise Linux 7.x 64-bit.
  • Each server configured with sufficient local or shared storage to host virtual machines that will run on that server.
  • 1 server configured with sufficient additional storage to host 1 or more images used for virtual machine provisioning.
  • Each server having atleast 1 network interface (configured with either flat or VLAN networking) and outbound HTTPS access.

Servers

  • 1-3 physical servers - We recommend starting with 3 servers but you can start with 1.
  • Each server configured with:
    • Linux Operating System of your choice. We currently support following Operating Systems:

Storage

Configure your servers with atleast some local storage to get started with Platform9. Platform9 Managed OpenStack can work with following storage options for storing Virtual Machines and Images:

  • Local storage - each hypervisor is configured with local storage.
  • NFS Shared storage - each hypervisor is configured with NFS shared storage. Follow this Tutorial to ensure appropriate NFS configuration: How to Configure NFS Shared Storage with Platform9
  • Block storage via integration with your storage provider (using OpenStack Cinder)

Even if you plan to use OpenStack Cinder for block storage, you will need to configure your hypervisors with some local or shared storage for:

  • storing disk files for ephemeral virtual machines
  • storing config files for virtual machines using Cinder for their data disks
  • storage backing for Glance image catalog.

Networking

Depending on your Neutron networking configuration, you might either designate one or more servers as dedicated network nodes, or distribute networking capabilities across all your servers (more details on this in Configuring Neutron Settings).

Regardless of your configuration, all your network nodes and/or hypervisors should have the following networking config:

  • At least one physical network interface (two interfaces in a bond is recommended):
  • Outbound HTTPS (port 443) access (to communicate with Platform9 configuration plane).
  • The following VLAN sub-interfaces on the physical interface/bond:
    1. VLAN-based virtual machine traffic. This interface will be used to route traffic for the VLAN based private/tenant networks as well as provider networks created via Neutron. Therefore, it must be trunked for all VLAN IDs that you plan to supply to Neutron for tenant/private and provider networking.
    2. Management VLAN: Ensure this VLAN allows outbound HTTPS access for the Platform9 host agent to communicate with the controller.
    3. Tunneled GRE / VXLAN VLAN (optional): This interface will be used to route traffic for the VXLAN or GRE based private /tenant networks created via Neutron. Therefore it must have IP level connectivity with other hosts through the interface IP.
    4. External VLAN (optional for hypervisors): This interface will be used to route all outbound traffic for all instances that are assigned a floating IP address.
    5. Storage VLAN (optional): This interface would be used for any iSCSI, NFS, etc storage traffic for instances, or block storage.

Configure Networking

Follow these guides to configure the required prerequisites based on your Operating System of choice.