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Study notes for EX220 Hybrid Cloud Management

by Tomas Nevar ([email protected])

Exam objectives:

  • Perform initial configuration of the CloudForms Appliance.
    • Configure CloudForms database and network settings.
    • Perform initial CloudForms configuration and configure server roles.
  • Connect to one or more resource providers.
    • Connect to a Red Hat Virtualization infrastructure provider.
    • Connect to a Red Hat OpenStack Platform cloud provider.
  • Configure authentication and security.
    • Create and utilize tenants.
    • Create and utilize users, groups, and roles.
  • Selectively grant access to virtual systems.
  • Provision virtual systems.
    • Provision virtual machines.
    • Create provisioning key pairs.
  • Create volumes and assign them to virtual machines.
  • Use cloud-init to customize virtual machines.
  • Perform other management tasks.
    • Create and apply SmartTags.
    • Configure chargeback reporting.
    • Configure reporting.
    • Perform drift analyses.
    • Configure alerts.

1. Perform Initial Configuration of the CloudForms Appliance

Product Documentation for Red Hat CloudForms 4.7 (General Configuration, Appliance Hardening Guide)

Configure CloudForms Database and Network Settings

Basic configuration of the appliance is done via SSH.

Launch the configuration manager:

# appliance_console

Follow the on-screen instructions.

Note that it is advisable to change the default root password. Continuing to use the default password leaves the appliance vulnerable to any user attempting to gain root access.

Perform Initial CloudForms Configuration and Configure Server Roles

Use the web interface.

Settings → Configuration

Red Hat CloudForms uses a unique admin user to control all functions in the web-based user interface. After installing the appliance, change the default password of the admin to restrict administrative access to the appliance's UI.

Settings → Configuration → Access Control → Users → Administrator
Configuration → Edit this User → Change Password

2. Connect to One or More Resource Providers

Red Hat CloudForms 4 supports multiple providers.

Add an Infrastructure Provider

Compute → Infrastructure → Providers → Configuration → Add a New Infrastructure Provider 

Select Red Hat Enterprise Virtualization Manager as the Type.

Add host creadentials:

Compute → Infrastructure → Hosts

Configure SmartProxy Affinity to allow the Red Hat CloudForms appliance to perform SmartState analysis.

Settings → Configuration → then selectZone: Default Zone (current) → SmartProxy Affinity

Check Server: EVM [1000000000001] which will check all resources managed by it.

Add a Cloud and Network Provider

Compute → Clouds → Providers → Configuration → Add a New Cloud Provider 

Select OpenStack as the provider. Click the Events tab to review the two available event endpoints CloudForms can use to gather metrics from the environment. Make sure Ceilometer is selected.

Add a Containers Provider

Compute → Containers → Providers → Configuration → Add a New Containers Provider 

Select OpenShift Enterprise as the Type. You will need to generate an authentication token for CloudForms. Also configure the metrics collection setting by clicking the Hawkular tab.

3. Configure Authentication and Security

Create and Utilize Tenants

Since CloudForms 4.0, all user operations are performed within the context of a tenant. The default top-level tenant is known as tenant zero, and all of the out-of-the-box groups are members of this tenant.

Tenants can have projects as children.

Settings → Configuration → Access Control → Tenants

Create and Utilize Users, Groups and Roles

Users must belong to a group. Each group has a role, a tenant and filters assigned to it.

A role is applied to a group and defines what users can do with each product feature that is visible on the web interface.

Settings → Configuration → Access Control → Roles → Configuration menu → Add a new Role
Settings → Configuration → Access Control → Groups → Configuration menu → Add a new Group
Settings → Configuration → Access Control → Users → Configuration menu → Add a new User

4. Selectively Grant Access to Virtual Systems

List all VMs:

Compute → Infrastructure → Virtual Machines

Select the VM that you want to grant access to, and then set the owner to some user:

Configuration → Set Ownership

5. Provision Virtual Systems

Provision Virtual Machines

Compute → Infrastructure → Virtual Machines → Lifecycle → Provision VMs

Provisioning VMs using a cloud provider:

Compute → Clouds → Instances → Lifecycle → Provision Instances

Create Provisioning Key Pairs

Compute → Clouds → Key Pairs → Configuration → Add a New Key Pair

6. Create Volumes and Assign them to Virtual Machines

Compute → Clouds → Volumes → Configuration → Add a New Cloud Volume

7. Use Cloud-Init to Customize Virtual Machines

Cloud-Init can be used when provisioning virtual machines that have been deployed using a template. Note tha Cloud-Init files use YAML syntax.

Compute → Infrastructure → PXE → Customization Templates → Configuration → Add a New Customization Template

8. Perform Other Management Tasks

Create and Apply SmartTags

SmartTags are used during automation, compliance testing and provisioning. Note: tags may be case sensitive.

Settings → Configuration → Settings accordion → CFME Region: Region 1 [1] → Red Hat Training Categories tab

Click anywhere in the table's first row to create a new category.

Settings → Configuration → Settings accordion → CFME Region: Region 1 [1] → Red Hat Training Tags tab

Create tags in the category.

Configure Chargeback Reporting

Chargeback rates can either be set for Compute or Storage. Set chargeback rates:

Cloud Intel → Chargeback → Rates

Assign the new chargeback rates to virtual machines that belong to the default tenant.

Cloud Intel → Chargeback → Assignments

Configure Reporting

Cloud Intel → Reports → All Reports → Configuration → Add a new Report 

Perform Drift Analyses

To perform a SmartState analysis, CloudForms requires a running SmartProxy with visibility to the storage location of the virtual machine.

If at least two sets of SmartState analysis data exist for a virtual machine, those data points can be compared to spot changes. This is referred as drift reporting.

Configure Alerts

Some predefined alerts are available with CloudForms.

Control → Explorer → Alerts → Add a New Alert

9. Misc

Check Service Requests

Service → Requests

RHV

The Red Hat Virtualization (RHV) host needs to be active to start the course.