Common OpenStack Tasks

This section provides a reference information for performing certain tasks in OpenStack that may be required to install Apcera using Terraform. Depending on the cluster you are deploying and the OpenStack resources it requires, you may have to perform 1 or more of these tasks.

Create OpenStack project

It is recommended that you create a dedicated project for the Apcera instance you will deploy.

  1. Navigate to the screen Identity > Projects screen and click Create Project.
  2. Give the project a name, such as apcera-hybrid.
  3. For the Quotas the default is acceptable.


Create admin user

  1. Navigate to the Identity > Projects screen and click Create User.
  2. In the Create User form:
    1. For the Primary Project select the project you just created.
    2. For user Role select admin.
  3. Sign out and sign back in to see the project after you have created it.
  4. Navigate to the newly created project in the OpenStack dashboard.


Create SSH key pair

  1. Navigate to the Project > Compute > Access and Security screen.
  2. Click the Key Pairs tab.
  3. Create an SSH key pair, such as apcera-hybrid-key-pair.
  4. Download the PEM file to your local machine.



Upload Apcera images

There are two images you need to upload: the Apcera Orchestrator image and the Apcera base image.

  1. Navigate to the Project > Compute > Images screen.
  2. Click the Create Image button.
  3. Create both images and the flavor as described below.

At the 'Create An Image' page, create the Orchestrator image as follows:


Repeat the same process for the base image. At the 'Create An Image' page, create the base image as follows:

  • At the 'Create An Image' page, create the image as follows:
  • Name: apcera-base-image
  • Description: Apcera base image for OpenStack
  • Image Source: Image Location
  • Image Location:
  • Format: QCOW2 - QEMU Emulator
  • Architecture: nil
  • Minimum Disk (GB): 0
  • Minimum RAM (MB): 0
  • Click Create Image to upload the Orchestrator image to OpenStack


Create flavors

This shows how to create an “instance_manager” flavor. The process is the same for other flavors that may be required.

Create an “instance_manager” flavor with the number of CPU, amount of ram, and size of disk as shown below.

  • Navigate to the Admin > System > Flavors screen
  • Click Create Flavor and configure it as follows:
Flavor Name VCPUs RAM Root Disk Ephemeral Disk Swap Disk ID
instance_manager 4 8192MB 40GB 40GB 0MB auto

NOTE: VCPUs, RAM, or ephemeral disks on the instance_manager flavor may be increased as desired per your scalability needs, but should not be reduced below these levels.


Download OpenStack RC file

The easiest way to get many of these values is to download the OpenStack RC file. To do this:

  1. Go to Project > Compute > Access & Security and select the API Access tab.
  2. Click Download OpenStack RC File.
  3. Open the RC file using a text editor.

If you do this, be sure to secure this file, or delete it when you are done (you can download it from OpenStack again).

Populate fields with OpenStack values

Depending on your OpenStack deployment, there may be several fields you need to populate in terraform.tfvars and The following table indicates where to get these values in OpenStack if necessary.

Option Effect
cluster_name = "apcera-hybrid-openstack" This is a unique name you enter here.
openstack_user_name = "XXXXXXXX" Get from RC OS_USERNAME=
openstack_tenant_name = "XXXXXXXX" Get from RC OS_TENANT_NAME=
openstack_password = "XXXXXXXXXXXX" Enter the OpenStack password for your project
openstack_auth_url = "XXXXXXXXXXXXXXXXX" Get from RC OS_AUTH_URL=
floating_ip_pool = "XXXXXXXXXXXXXXXXX" Enter the Floating IP pool name to run the cluster on. This is the external public network for your instance. See Floating IP Pool below for reference.
external_gateway = "XXXXXXXXXXXXXXXXXXXXXXXXXXXX" Obtain from the OpenStack console as the External Gateway interface of the external router. See External Gateway below for reference.
image_id = "hostname of base image" This is the ID of the base image (in quotes).
orchestrator_image_id = "hostname of orchestrator image" This is the ID of the Orchestrator image.
keypair = "name of ssh keypair for root access" This is the name of the key pair you created above.
user_data= "KEEP-AS-IS" The user-data parameter contains commands that will be run auotmaticlaly by the OpenStack cloud-init process on the host during its initial boot. We have provided these commands for you so you don't need to modify them.
monitoring_database_master_password = "ENTER-PASSWORD" If this is a production cluster, provide the password for the monitoring server. Note also the other monitoring settings, but you should not need to change them.
component counts Optionally you can change the counts for the instance-manager-* and exposed-router-* parameters (not common).

Get Floating IP Pool

If necessary you may need to get the Floating IP.

To do this, in OpenStack select Project > Network > Networks.

In the example, the Floating IP is floating_ip_pool = "net04_ext".


If you need to create an external network and get the floating IP address:

  • Go to Admin > System > Networks
  • Click Create Network
  • Follow the screenshots below



Get External Gateway

The following screenshots demonstrate how to obtain the external_gateway value.

In the example, the External Gateway is external_gateway = "9f59256b-9c75-46d6-b172-413aabbdc066".

Navigate to Project > Network > Routers and select the router.