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Auto Scaling with Apache
CloudStack
Paul Gosden
Technical lead of networking services division
paul.gosden@shapeblue.com
Twitter: @ShapeBlue
Overview
What is AutoScale?
AutoScale allows systems to dynamically react to a set of
defined metrics and to scale resources accordingly.
Providing : High Availability
Cost Saving
Energy Saving

@ShapeBlue #CloudStack #CCCEU13
Use Cases
Applications or services that see elasticity in their demand.
Launching a new website with unknown visitor numbers
Viral marketing campaigns, these can present unpredictable traffic loads
as some work and some don’t
An analytical application might scale out the servers performing in a
calculation process – using 20 machines for 1 hour, rather than 1 machine
for 20 hours

@ShapeBlue #CloudStack #CCCEU13
Example Life Cycle
A new web company designs and builds an application based
on a web service that supplies concert tickets
Low capital reserves – Limited resources for Compute
platform
Designed their application to be stateless
Limited budget for advertising so are using social media in
the hope that it goes viral

@ShapeBlue #CloudStack #CCCEU13
Initial Configuration
Netscaler

Account Infrastructure

End User

CloudStack

End user configures the
CloudStack AutoScale policy
on the network

@ShapeBlue #CloudStack #CCCEU13

Application
Template
Initial Configuration
Netscaler

Account Infrastructure

CloudStack

CloudStack configures the
Netscaler via the NITRO API

@ShapeBlue #CloudStack #CCCEU13

Application
Template
Initial Configuration
Netscaler

Account Infrastructure

CloudStack

Netscaler makes the API call
back to CloudStack to
launch the Minimum
amount of instances in the
policy
@ShapeBlue #CloudStack #CCCEU13

Application
Template
Initial Configuration
Netscaler

Account Infrastructure

CloudStack

CloudStack launches the
Instances from the
Application Template

Application
Template

@ShapeBlue #CloudStack #CCCEU13
Process
Netscaler

Account Infrastructure

CloudStack

The Netscaler will wait for
the quiet period to finish to
allow the servers to boot
and bring the applications
on-line
@ShapeBlue #CloudStack #CCCEU13

Application
Template
Process
Netscaler

Account Infrastructure

CloudStack

The Netscaler binds the IP’s
of the Instances to the
service group hosted on the
Netscaler
@ShapeBlue #CloudStack #CCCEU13

Application
Template
Lifecycle
Users
Netscaler

Account Infrastructure

CloudStack

Users start to visit the site
and the Netscaler monitors
the SNMP metrics from the
instances
@ShapeBlue #CloudStack #CCCEU13

Application
Template
Lifecycle
Users
Netscaler

Account Infrastructure

CloudStack

User count continues to rise
and the server group starts
to hit the metrics set in the
auto scale policy
@ShapeBlue #CloudStack #CCCEU13

Application
Template
Lifecycle
Users
Netscaler

Account Infrastructure

CloudStack

The Netscaler then uses its
API command to contact
CloudStack to launch more
instances
@ShapeBlue #CloudStack #CCCEU13

Application
Template
Lifecycle
Users
Netscaler

Account Infrastructure

CloudStack

The Instance is again given
its quite time to boot and
start the application

@ShapeBlue #CloudStack #CCCEU13

Application
Template
Lifecycle
Users
Netscaler

Account Infrastructure

CloudStack

The instance is now running
and registered to the
NetScaler service group
online and all servers are
back under the counters for
the Auto Scale

@ShapeBlue #CloudStack #CCCEU13

Application
Template
Lifecycle
Users
Netscaler

Account Infrastructure

CloudStack

This process will be
repeated as needed until the
policy hits the max instances
count
@ShapeBlue #CloudStack #CCCEU13

Application
Template
Lifecycle
Users
Netscaler

Account Infrastructure

CloudStack

If user numbers reduce the
server again hits the
AutoScale scale down policy
counters
@ShapeBlue #CloudStack #CCCEU13

Application
Template
Lifecycle
Users
Netscaler

Account Infrastructure

CloudStack

The Netscaler sends the API
command to the CloudStack
Server to destroy under
utilised instances
@ShapeBlue #CloudStack #CCCEU13

Application
Template
Lifecycle
Users
Netscaler

Account Infrastructure

CloudStack

The System is now back to
running the appropriate
amount of instances as
needed
@ShapeBlue #CloudStack #CCCEU13

Application
Template
User System Requirements
Should be driven by the end user
VM Template with appropriate setup
Customer account with API enabled
Customer CloudStack Isolated Network stood up with a min
of one VM running to provision the virtual router

@ShapeBlue #CloudStack #CCCEU13
Creation of Templates
SNMP needs to be enabled on boot and configured with
community name and port
If needed allow port 161 for UDP access via the firewall
Application to be launched on first boot
For example on a web application the web server would
need to be running and the application to be configured
with database settings to automatically join the pool.
Alternative is to have a configuration management system
configure the VM as a post-provisioning action E.G. Puppet or Chef
@ShapeBlue #CloudStack #CCCEU13
Adding the AutoScale Policy

@ShapeBlue #CloudStack #CCCEU13
AutoScale Configuration Screen

@ShapeBlue #CloudStack #CCCEU13
AutoScale Configuration Wizard







Selected template
Compute offering for the selected instance. i.e. CPU, no of CPU’s, RAM etc.
Min Instance – VMs count, if a VM is in a down state it is not counted in the min count and the
AutoScale feature will spin up another instance
Max Instance – VMs count Remember that the domain limits on adding instances needs to be
large enough for this to scale as needed
@ShapeBlue #CloudStack #CCCEU13
AutoScale Configuration Wizard

Duration that the policy counters need to be at the specific range across the group

@ShapeBlue #CloudStack #CCCEU13
AutoScale Configuration Wizard

@ShapeBlue #CloudStack #CCCEU13
AutoScale Configuration Wizard




Polling Interval in seconds for the SNMP monitoring
Quiet time to allow for boot and application registration

@ShapeBlue #CloudStack #CCCEU13
Adding OIDS
API to list existing counters
http://192.168.21.76:8096/client/api/?command=listCounters
API to add a new counter (OID)
http://192.168.21.76:8096/client/api?command=createCounter&
name=WindowsCPUPercentage&source=snmp&value=1.3.6.1.2
.1.25.3.3.1.2.2

@ShapeBlue #CloudStack #CCCEU13
Netscaler GUI checks

@ShapeBlue #CloudStack #CCCEU13
Version Requirements
Apache CloudStack 4.1 +
Citrix Netscaler 10.0 Build 71.6016.e +

@ShapeBlue #CloudStack #CCCEU13
Administrator Considerations
Basic Zone needs NetScaler EIP and ELB as network offering
Advanced Zone needs a Network offering utilising a
NetScaler for load balancing
Set Global Config Parameter "endpointe.url" with the
management server IP or floating IP if load balanced

@ShapeBlue #CloudStack #CCCEU13
Configuration of the Citrix Netscaler
No special configuration is required on the NetScaler
Setup the Citrix Netscaler with appropriate NSIP
NetScaler should be added into CloudStack in the standard
way, as an external device in either dedicated or shared
mode
A network offering will need to be created, utilising
NetScaler as the Load Balancer

@ShapeBlue #CloudStack #CCCEU13

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Cloudstack autoscaling

Editor's Notes

  1. Auto scaling is the process of automatically provisioning instances and destroying instances as specified metrics dictates.Examples of these could be CPU Load on instances or networking response times.Auto scaling is particularly well suited for applications that experience hourly, daily or weekly elasticity in usage.Today, cloud computing is totally revolutionizing the way computer resources are allocated, making it possible to build a fully scalable server setup on Apache CloudStack.
  2. This can be done via the GUI or API.Remember to have the application template ready to go when adding this which we will cover later.An admin of CloudStack does not have to do this, the end user can provision this!
  3. CloudStack pushes the AutoScale configuration to the NetScaler appliance, by using the NetScaler NITRO API. This creates AutoScale-related entities on the NetScaler appliance, including a load balancing virtual server, a service group, and monitors
  4. The AutoScale engine on the NetScaler appliance makes API requests to CloudStack to initially deploy the minimum number of virtual machines required.
  5. CloudStack in turn provisions the minimum number of instances (VMs) on the hypervisors (virtualization hosts) it manages.
  6. The NetScaler appliance discovers the IP addresses assigned by CloudStack to the newly created VMs and binds them, as services, to the service group representing them. This enables the NetScaler appliance to load balance traffic and the VMs to receive traffic, respectively.
  7. NetScaler monitors that are bound to the service group start monitoring the load by collecting SNMP metrics from the instances.
  8. A social media campaign goes viralCloudStack will average out the measured item across the pool of servers rather than picking individual ones.
  9. A social media campaign goes viral
  10. A social media campaign goes viral
  11. A social media campaign goes viral
  12. A social media campaign goes viral
  13. Sign up slows down and everyone moves onto the next “big” thing
  14. The endpointe.url can be either a fixed IP on a single management server or a load balanced VIP on a multi-server setup.Also only support with NetScaler at the moment,
  15. This Shows a basic Zone shared network from a user point to view. Once we access the networks and select the shared network the load balancer tab will appear and enable us to set up the name, ports and load balancing algorithm For Load Balancing and stickiness
  16. So In This exampleTemplateCompute offeringMin and Max instancesScale UP PolicyScale Down Policy
  17. Remember to take into account the max instances and the accounts limits
  18. Duration – How long does the policy need to be “true” for before the AutoScale invokes the policy.Counter – What is the metric for being monitored i.e. CPU idle, CPU system as a percentage but also could be a response time i.e. in microsecondsOperator – Greater Than ,less than etc. normal logic.Threshold – This could be a percentage i.e. 80% or a actual figure as in response times.
  19. The endpointe.url can be either a fixed IP on a single management server or a load balanced VIP on a multi-server setup.Also will only support with NetScaler at the moment