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Build your own Infrastructure Cloud
            with Apache CloudStack

Kevin Kluge
Vice President, Cloud Platforms Group, Citrix Systems Inc.


  Kevin is an expert in Large Scale Systems and Infrastructure Clouds
   and manages the Cloud Platforms product group at Citrix.
  Previously Vice President, Engineering at Cloud.com, acquired by
   Citrix in 2011.
  Held engineering leadership positions at
   Yahoo!, Zimbra, Corvigo, Openwave Systems, and Onebox.com.
  Kevin has a MS and BS in Computer Science from Stanford
   University.
Apache CloudStack (Incubating)
An Introduction

Kevin Kluge
Apache CloudStack Committer
Use CloudStack to build IaaS clouds (like EC2)




• Create VMs, disks            •   Java based
  networks, network services   •   Scalable
• Self service                 •   Many vendor integrations
• Meter usage                  •   Native and EC2 API
How did Amazon build EC2?

              Amazon eCommerce Platform

                 AWS API (EC2, S3, …)

              Amazon Orchestration Software


               Open Source Xen Hypervisor

                       Commodity    Commodity
          Networking
                        Servers      Storage
How can you build your cloud?

             Amazon eCommerce Platform
                Your Portal (Optional)

                AWS API (EC2, S3, …)
                CloudStack or AWS API

           CloudStack Orchestration Software
            Amazon Orchestration Software

           ESXi, KVM, XenServer/XCP, OVM
             Open Source Xen Hypervisor

           Networking    Servers    Storage
Project history

 • 2008/2009: closed-source development
    • First deployments in late 2009

 • May 2010: ~98% open source as GPLv3 (open core)

 • August 2011: 100% open source GPLv3

 • April 2012: Switch to Apache License v2
    • Submit code to Apache Software Foundation
Project current state

 • In incubation within Apache Software Foundation

 • Imminent first release!

 • Bugs and wiki mostly moved to ASF infra

 • Mailing list traffic moved to ASF infra

 • Many non-Citrix contributors, committers, and PPMC
   members
Yes, the ASF is great




                        Enter ASF
IaaS Cloud Concepts
Virtualization alone does not make a cloud

          Server Virtualization                              Cloud




  Built for traditional enterprise           Designed around big data,
  apps & client-server compute               massive scale & next-gen apps
  •   Scale-up (pool-based resourcing)       •   Scale-out (horizontal resourcing)
  •   IT management-centric                  •   Autonomic management
  •   1 administrator for 100’s of servers   •   1 administrator for 1,000’s of servers
  •   Proprietary vendor stack               •   Open, value-added stack
Clouds must reliably run all types of workloads
   Traditional Workload             Cloud Workload

     Expect reliability            Design for failure
   Back-up everything           Ephemeral resources

   HA, Fault tolerance          Multi-site redundancy
 Admin control recovery          Self-service recovery
 Think Server Virtualization   Think Amazon Web Services
Embrace traditional and extend to Cloud-era
               Cloud-era Workloads                    Traditional Workloads

                  CloudStack Mgmt
                       Server                                 Traditional Zone

                                                                    vSphere


                                                       Enterprise Networking (e.g., VLAN)
Cloud-era        Cloud-era           Cloud-era
Availability     Availability        Availability
  Zone             Zone                Zone
                                                     ESXi          ESXi               ESXi
                                                    Cluster       Cluster            Cluster



                   Object Storage                        Enterprise Storage (e.g., SAN)
Apache CloudStack
                              Management Server




Traditional    Traditional           Cloud-era      Traditional    Cloud-era
Availability   Availability          Availability   Availability   Availability
   Zone           Zone                 Zone            Zone          Zone
Object store is critical for Cloud-era workloads
          Amazon-Style Cloud
                   CloudStack
                  Mgmt. Server                  • Workloads are distributed across
                                                  availability zones
                                                • No guarantee on zone reliability
                                                • DBs and Templates snapped to
Availability   Availability      Availability     object store.
  Zone           Zone              Zone
                                                • For small failures, recreate instance
                                                  in same zone
                                                • For DR, recreate instance in different
                Object Store                      zone
                                                • Dramatically less expensive
Deployment and Software
Architecture
•   Single Management Server can
Data Center 1                      Data Center 2                  manage multiple zones
                                      Data Center 2
                Management               Data Center 3
                  Servers
                                       Zone 2
                                                              •   Zones can be geographically
                                         Zone 2                   distributed but low latency links
                                                    Zone 3        are expected for better
   Zone1
                                                   Zone 4 3
                                                      Zone
                                                                  performance

                                                              •   Single MS node can manage up to
       Data Center 2
          Data Center 2                                           10K hosts.
             Data Center 2

            Zone 2
              Zone 2
                                                              •   Multiple MS nodes can be
               Zone 2 Zone 3                                      deployed as cluster for scale or
                        Zone 3                                    redundancy
                          Zone 3
Standby Mgmt
      Cloud-era zone deployment                                                                    Server Cluster

         Admin                                          Internet
                                                                                                       Availability Zone 2
                      Primary Mgmt
                      Server Cluster

                                  Primary
                                                              Router
                                  MySQL
                                       Backup                 Load Balancer
                                       MySQL
                                                               L3 Core Switch
Top of Rack
     Switch


                                                                                    Object Store
    Servers
                 …               …                 …       …              …
                                                                                Availability Zone 1

              Pod 1           Pod 2             Pod 3                  Pod N
Internet
Traditional zone
deployment      Object
                                                                                      Load Balancer

                   Store                                                               Core Switch



                                                                …                      Aggregation
                                                                                            Switch
                                                                                        TOR Switch


                                                                                          Compute
                                                                                            Nodes


                                                                                              NFS
                                                                                          Primary
                  10Gbps       1Gbps   10Gbps       1Gbps           10Gbps    1Gbps       Storage
                  Storage      Guest   Storage      Guest           Storage   Guest
                  & Mgmt               & Mgmt                       & Mgmt
                       Pod 1                Pod 2                       Pod 200
Management Server


               XAPI                             HTTP


                                           vCenter                      Agent                          Agent
          XenServer
                                                                            KVM                            OVM
             XCP                             ESX

• XS 5.6, 5.6FP1, 5.6           •   ESX 4.1, 5.0                  • RHEL                        •   OVM 2.2
  SP2, 6.0.2, XCP 1.1           •   Full Snapshots                  6.0, 6.1, 6.2, Ubuntu       •   No Snapshots
• Incremental Snapshots         •   VMDK                            12.04                       •   RAW
• VHD                           •   NFS, iSCSI, FC & Local disk   • Full Snapshots (not live)   •   NFS & iSCSi
• NFS, iSCSI, FC & Local disk   •   Storage over-provisioning:    • QCOW2                       •   No storage over-
• Storage over-                     NFS, iSCSI                    • NFS, iSCSI & FC                 provisioning
  provisioning: NFS                                               • Storage over-
                                                                    provisioning: NFS
Mgmt Server CPU Util.
Seconds to deploy




                     25,000   …. to ….   30,000 VMs                           0   …. to ….   30,000 VMs




                    • Simulator developed to test massive scale
                    • Four Management Servers can manage 30,000 hosts
                    • Scale to hundreds of thousands of hosts possible with
                      multiple management server clusters (regions)
Features
Compute   Hypervisor

            XCP/XS          VMware      Oracle VM    KVM       Bare metal


Storage   Block & Object
                                         Fiber                  Object
          Local Disk          iSCSI                   NFS
                                        Channel                 Stores


Network   Network & Network Services
           Network                                    Load
                            Isolation    Firewall                VPN
            Type                                    balancer
Users



                                                                  Change
VM Operations   Console Access               VM Status
                                                              Service Offering

   Start
                                         • CPU Utilized     2 CPUs       4 CPUs
   Stop
                                                            1 GB RAM     4 GB RAM
   Restart                               • Network Read     20 GB        200 GB

   Destroy                                                  20 Mbps      100 Mbps
                                         • Network Writes
Add / Delete       VM 1

    Volumes                                        Volume




Create Templates     Volume            Template
  from Volumes



  Schedule           Now
                              Hourly   Weekly

  Snapshots                   Daily    Monthly




View Snapshot                   ….
    History        12/2/2012 7.30 am      2/2/2012 7.30 am
Specify Resource Levels           Configure Properties                       Define Scope

               Compute                         Disk                       Network


      Name                            Name                       Name


 CPU Cores                Custom Disk Size               Network Rate


 CPU (MHz)                   Disk Size (GB)              Redundant VR


Memory (MB)                    Storage Tag                     Firewall


    Host Tag                    Storage Tag              Load balancer


  Enable HA                           Public                     Public


   CPU Cap


      Public
Resources
  Domain         VMs, IPs, Snapshots…
                                                                         •   Domain is a unit of isolation that
Org A                                                                        represents a customer org, business
        Admin                                                                unit or a reseller
  Domain
                                                                         •   Domain can have arbitrary levels of
Reseller A
                                                                             sub-domains
        Admin
                                                      Resources
                Sub-Domain
                Org C
                                                  VMs, IPs, Snapshots…   •   A Domain can have one or more
                        Admin                                                accounts
                                   Account
                                                                         •   An Account represents one or more
                                        Group A
                                                                             users and is the basic unit of
                                   Account
                                                                             isolation
                                        Group B
                                                                         •   Admin can limit resources at the
                                                        User 1
                                                                             Account or Domain levels

                                                        User 2
• Create Networks and attach
  VMs

• Acquire public IP address for
  NAT & load balancing

• Control traffic to VM using
  ingress and egress firewall
  rules

• Set up rules to load balance
  traffic between VMs
Network offering

• Provides cloud operator
  defined service features
 • Isolation
 • Load Balancing
 • VPN
 • Firewall

• Supports Physical Devices
 • NetScaler
 • F5 BIG-IP                  Pod 1    Pod 1            Pod N
 • Juniper SRX                Zone 1           Zone N
Network Services Managed Externally             Network Services Managed by CS

        Public Network
        65.11.0.0/16Security                                                     Security
                    Group 1           Public                                     Group 1
          65.11.1.2      Guest        Network/Internet                 65.11.1.2    Guest
                         VM 1                                                       VM 1

          65.11.1.3                                Physical             65.11.1.3     Guest
                         Guest
                                                    Load                              VM 2
                         VM 2                      Balancer

          65.11.1.4
                                                  EIP,                 65.11.1.4      Guest
                         Guest
                         VM 3                     ELB                                 VM 3

                                                                        65.11.1.5     Guest
          65.11.1.5      Guest
                         VM 4                                                         VM 4
        CS                                                            CS
                      Security                                DHCP, Virtual        Security
DHCP, Virtual
                      Group 2                                 DNS Router           Group 2
DNS Router
CS Virtual Router provides Network Services                      External Devices provide Network Services

                               Guest Virtual Network 10.0.0.0/8                               Guest Virtual Network 10.0.0.0/8
Public                         VLAN 100                           Public                      VLAN 100
Network/Internet                                                  Network/Internet
                                                    Guest          Public IP              Private IP                Guest
                                           10.1.    VM 1           6.37.1.12   Juniper    10.1.1.111        10.1.   VM 1
                  CS      Gateway          1.1                                   SRX                        1.1
 6.37..1.11                                                                    Firewall
                Virtual   address                   Guest                                                           Guest
                Router    10.1.1.1         10.1.    VM 2                                                    10.1.   VM 2
                                                                                          Private IP
              DHCP, DNS                    1.3                                 Physical   10.1.1.112        1.3
              NAT                                   Guest                       Load                                Guest
              Load Balancing               10.1.    VM 3           Public IP   Balancer                     10.1.   VM 3
              VPN                          1.4                     6.37.1.11                                1.4
                                                    Guest                                                           Guest
                                           10.1.    VM 4                                                    10.1.   VM 4
                                           1.5                                                              1.5
                                                                                                       CS
                                                                                           DHCP, Virtual
                                                                                           DNS Router
Layer-2    Layer-3
Isolation               VLAN/SDN   Security Groups
Performance             Better     Better
Network setup           Moderate   Easy
Support broadcast       Yes        No
Scalability             Good       Best
Interoperability with   Good       Poor
physical servers
CloudStack storage
Primary Storage
• Configured at Cluster-level. Close to hosts
  for better performance
• Stores all disk volumes for VMs in a cluster                                       L3 switch
• Cluster can have one or more primary
  storages                                       Pod 1         L2 switch
• Local disk, iSCSI, FC or NFS                                                                   Secondary
                                                   Cluster 1                                      Storage


                                                     Host 1
Secondary Storage                                                          Primary
                                                                           Storage
• Configured at Zone-level                           Host 2
• Stores all Templates, ISOs and Snapshots
• Zone can have one or more secondary
  storages
• NFS, OpenStack Swift, others coming
Futures
Apache CloudStack CloudStack API API
          Apache CloudStack CloudStack
               Apache API API
                    Apache

             Firewall
Hypervisor              Baremetal   Switches   Security   Storage
             Load Bal
Futures
•   Object storage and SDN short term
•   Blade orchestration
•   Region support
•   Additional hypervisors (need some container support)
•   Code modularity improvements (OSGI?)
•   App-specific integration (Hadoop?)
•   Improved CLI
•   Additional API support (Google, evolving standards)
The future needs you!
Project web site: http://incubator.apache.org/projects/cloudstack.html

Mailing lists:
cloudstack-dev-subscribe@incubator.apache.org
cloudstack-users-subscribe@incubator.apache.org

IRC: #CloudStack on irc.freenode.net

Join your local CloudStack group!
Thank You

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Build your own Infrastructure Cloud with Apache CloudStack

  • 1. Build your own Infrastructure Cloud with Apache CloudStack Kevin Kluge Vice President, Cloud Platforms Group, Citrix Systems Inc.  Kevin is an expert in Large Scale Systems and Infrastructure Clouds and manages the Cloud Platforms product group at Citrix.  Previously Vice President, Engineering at Cloud.com, acquired by Citrix in 2011.  Held engineering leadership positions at Yahoo!, Zimbra, Corvigo, Openwave Systems, and Onebox.com.  Kevin has a MS and BS in Computer Science from Stanford University.
  • 2. Apache CloudStack (Incubating) An Introduction Kevin Kluge Apache CloudStack Committer
  • 3. Use CloudStack to build IaaS clouds (like EC2) • Create VMs, disks • Java based networks, network services • Scalable • Self service • Many vendor integrations • Meter usage • Native and EC2 API
  • 4. How did Amazon build EC2? Amazon eCommerce Platform AWS API (EC2, S3, …) Amazon Orchestration Software Open Source Xen Hypervisor Commodity Commodity Networking Servers Storage
  • 5. How can you build your cloud? Amazon eCommerce Platform Your Portal (Optional) AWS API (EC2, S3, …) CloudStack or AWS API CloudStack Orchestration Software Amazon Orchestration Software ESXi, KVM, XenServer/XCP, OVM Open Source Xen Hypervisor Networking Servers Storage
  • 6. Project history • 2008/2009: closed-source development • First deployments in late 2009 • May 2010: ~98% open source as GPLv3 (open core) • August 2011: 100% open source GPLv3 • April 2012: Switch to Apache License v2 • Submit code to Apache Software Foundation
  • 7. Project current state • In incubation within Apache Software Foundation • Imminent first release! • Bugs and wiki mostly moved to ASF infra • Mailing list traffic moved to ASF infra • Many non-Citrix contributors, committers, and PPMC members
  • 8. Yes, the ASF is great Enter ASF
  • 10. Virtualization alone does not make a cloud Server Virtualization Cloud Built for traditional enterprise Designed around big data, apps & client-server compute massive scale & next-gen apps • Scale-up (pool-based resourcing) • Scale-out (horizontal resourcing) • IT management-centric • Autonomic management • 1 administrator for 100’s of servers • 1 administrator for 1,000’s of servers • Proprietary vendor stack • Open, value-added stack
  • 11. Clouds must reliably run all types of workloads Traditional Workload Cloud Workload Expect reliability Design for failure Back-up everything Ephemeral resources HA, Fault tolerance Multi-site redundancy Admin control recovery Self-service recovery Think Server Virtualization Think Amazon Web Services
  • 12. Embrace traditional and extend to Cloud-era Cloud-era Workloads Traditional Workloads CloudStack Mgmt Server Traditional Zone vSphere Enterprise Networking (e.g., VLAN) Cloud-era Cloud-era Cloud-era Availability Availability Availability Zone Zone Zone ESXi ESXi ESXi Cluster Cluster Cluster Object Storage Enterprise Storage (e.g., SAN)
  • 13. Apache CloudStack Management Server Traditional Traditional Cloud-era Traditional Cloud-era Availability Availability Availability Availability Availability Zone Zone Zone Zone Zone
  • 14. Object store is critical for Cloud-era workloads Amazon-Style Cloud CloudStack Mgmt. Server • Workloads are distributed across availability zones • No guarantee on zone reliability • DBs and Templates snapped to Availability Availability Availability object store. Zone Zone Zone • For small failures, recreate instance in same zone • For DR, recreate instance in different Object Store zone • Dramatically less expensive
  • 16. Single Management Server can Data Center 1 Data Center 2 manage multiple zones Data Center 2 Management Data Center 3 Servers Zone 2 • Zones can be geographically Zone 2 distributed but low latency links Zone 3 are expected for better Zone1 Zone 4 3 Zone performance • Single MS node can manage up to Data Center 2 Data Center 2 10K hosts. Data Center 2 Zone 2 Zone 2 • Multiple MS nodes can be Zone 2 Zone 3 deployed as cluster for scale or Zone 3 redundancy Zone 3
  • 17. Standby Mgmt Cloud-era zone deployment Server Cluster Admin Internet Availability Zone 2 Primary Mgmt Server Cluster Primary Router MySQL Backup Load Balancer MySQL L3 Core Switch Top of Rack Switch Object Store Servers … … … … … Availability Zone 1 Pod 1 Pod 2 Pod 3 Pod N
  • 18. Internet Traditional zone deployment Object Load Balancer Store Core Switch … Aggregation Switch TOR Switch Compute Nodes NFS Primary 10Gbps 1Gbps 10Gbps 1Gbps 10Gbps 1Gbps Storage Storage Guest Storage Guest Storage Guest & Mgmt & Mgmt & Mgmt Pod 1 Pod 2 Pod 200
  • 19.
  • 20. Management Server XAPI HTTP vCenter Agent Agent XenServer KVM OVM XCP ESX • XS 5.6, 5.6FP1, 5.6 • ESX 4.1, 5.0 • RHEL • OVM 2.2 SP2, 6.0.2, XCP 1.1 • Full Snapshots 6.0, 6.1, 6.2, Ubuntu • No Snapshots • Incremental Snapshots • VMDK 12.04 • RAW • VHD • NFS, iSCSI, FC & Local disk • Full Snapshots (not live) • NFS & iSCSi • NFS, iSCSI, FC & Local disk • Storage over-provisioning: • QCOW2 • No storage over- • Storage over- NFS, iSCSI • NFS, iSCSI & FC provisioning provisioning: NFS • Storage over- provisioning: NFS
  • 21. Mgmt Server CPU Util. Seconds to deploy 25,000 …. to …. 30,000 VMs 0 …. to …. 30,000 VMs • Simulator developed to test massive scale • Four Management Servers can manage 30,000 hosts • Scale to hundreds of thousands of hosts possible with multiple management server clusters (regions)
  • 23. Compute Hypervisor XCP/XS VMware Oracle VM KVM Bare metal Storage Block & Object Fiber Object Local Disk iSCSI NFS Channel Stores Network Network & Network Services Network Load Isolation Firewall VPN Type balancer
  • 24. Users Change VM Operations Console Access VM Status Service Offering Start • CPU Utilized 2 CPUs 4 CPUs Stop 1 GB RAM 4 GB RAM Restart • Network Read 20 GB 200 GB Destroy 20 Mbps 100 Mbps • Network Writes
  • 25. Add / Delete VM 1 Volumes Volume Create Templates Volume Template from Volumes Schedule Now Hourly Weekly Snapshots Daily Monthly View Snapshot …. History 12/2/2012 7.30 am 2/2/2012 7.30 am
  • 26. Specify Resource Levels Configure Properties Define Scope Compute Disk Network Name Name Name CPU Cores Custom Disk Size Network Rate CPU (MHz) Disk Size (GB) Redundant VR Memory (MB) Storage Tag Firewall Host Tag Storage Tag Load balancer Enable HA Public Public CPU Cap Public
  • 27. Resources Domain VMs, IPs, Snapshots… • Domain is a unit of isolation that Org A represents a customer org, business Admin unit or a reseller Domain • Domain can have arbitrary levels of Reseller A sub-domains Admin Resources Sub-Domain Org C VMs, IPs, Snapshots… • A Domain can have one or more Admin accounts Account • An Account represents one or more Group A users and is the basic unit of Account isolation Group B • Admin can limit resources at the User 1 Account or Domain levels User 2
  • 28. • Create Networks and attach VMs • Acquire public IP address for NAT & load balancing • Control traffic to VM using ingress and egress firewall rules • Set up rules to load balance traffic between VMs
  • 29. Network offering • Provides cloud operator defined service features • Isolation • Load Balancing • VPN • Firewall • Supports Physical Devices • NetScaler • F5 BIG-IP Pod 1 Pod 1 Pod N • Juniper SRX Zone 1 Zone N
  • 30. Network Services Managed Externally Network Services Managed by CS Public Network 65.11.0.0/16Security Security Group 1 Public Group 1 65.11.1.2 Guest Network/Internet 65.11.1.2 Guest VM 1 VM 1 65.11.1.3 Physical 65.11.1.3 Guest Guest Load VM 2 VM 2 Balancer 65.11.1.4 EIP, 65.11.1.4 Guest Guest VM 3 ELB VM 3 65.11.1.5 Guest 65.11.1.5 Guest VM 4 VM 4 CS CS Security DHCP, Virtual Security DHCP, Virtual Group 2 DNS Router Group 2 DNS Router
  • 31. CS Virtual Router provides Network Services External Devices provide Network Services Guest Virtual Network 10.0.0.0/8 Guest Virtual Network 10.0.0.0/8 Public VLAN 100 Public VLAN 100 Network/Internet Network/Internet Guest Public IP Private IP Guest 10.1. VM 1 6.37.1.12 Juniper 10.1.1.111 10.1. VM 1 CS Gateway 1.1 SRX 1.1 6.37..1.11 Firewall Virtual address Guest Guest Router 10.1.1.1 10.1. VM 2 10.1. VM 2 Private IP DHCP, DNS 1.3 Physical 10.1.1.112 1.3 NAT Guest Load Guest Load Balancing 10.1. VM 3 Public IP Balancer 10.1. VM 3 VPN 1.4 6.37.1.11 1.4 Guest Guest 10.1. VM 4 10.1. VM 4 1.5 1.5 CS DHCP, Virtual DNS Router
  • 32. Layer-2 Layer-3 Isolation VLAN/SDN Security Groups Performance Better Better Network setup Moderate Easy Support broadcast Yes No Scalability Good Best Interoperability with Good Poor physical servers
  • 33. CloudStack storage Primary Storage • Configured at Cluster-level. Close to hosts for better performance • Stores all disk volumes for VMs in a cluster L3 switch • Cluster can have one or more primary storages Pod 1 L2 switch • Local disk, iSCSI, FC or NFS Secondary Cluster 1 Storage Host 1 Secondary Storage Primary Storage • Configured at Zone-level Host 2 • Stores all Templates, ISOs and Snapshots • Zone can have one or more secondary storages • NFS, OpenStack Swift, others coming
  • 35. Apache CloudStack CloudStack API API Apache CloudStack CloudStack Apache API API Apache Firewall Hypervisor Baremetal Switches Security Storage Load Bal
  • 36. Futures • Object storage and SDN short term • Blade orchestration • Region support • Additional hypervisors (need some container support) • Code modularity improvements (OSGI?) • App-specific integration (Hadoop?) • Improved CLI • Additional API support (Google, evolving standards)
  • 37. The future needs you! Project web site: http://incubator.apache.org/projects/cloudstack.html Mailing lists: cloudstack-dev-subscribe@incubator.apache.org cloudstack-users-subscribe@incubator.apache.org IRC: #CloudStack on irc.freenode.net Join your local CloudStack group!

Editor's Notes

  1. What does CloudStack do? What is it?Does not do PaaS or SaaS but those can run on it.Does not connect to Amazon.
  2. If you’re thinking about submitting software to ASF, do it!
  3. Cloud and virtualization are different.You can have a baremetal cloud, for example.
  4. Clouds can support both types of workloadsBut architecture to deliver SLA is different