This document introduces Apache CloudStack, an open source cloud computing platform. It discusses that CloudStack provides infrastructure as a service capabilities, including tools for deploying and managing private and public clouds. It also summarizes some key features of CloudStack such as its support for various hypervisors, scalable architecture, and AWS API compatibility.

1. An Introduction to
Apache CloudStack
Geoff Higginbottom
CTO ShapeBlue
geoff.higginbottom@shapeblue.com
Twitter: @CloudStackGuru

2.  Cloud Architect & ShapeBlue CTO
www.shapeblue.com @CloudStackGuru
 Specialise in….
 Designing & Building Clouds based on Apache CloudStack / Citrix
CloudPlatform
 Developing CloudStack training
 Blogging and sharing CloudStack knowledge
 Involved with CloudStack before donation to Apache
 Designed Clouds for Cloudera, SunGard, Ascenty, BskyB, Trader Media,
M5 Hosting, Team Cymru, Interoute, University of Pennsylvania.…
 CloudStack Committer
About Me

3. About ShapeBlue
“ShapeBlue are expert builders of public &
private clouds. They are the leading global
Apache CloudStack / CloudPlatform
integrator & consultancy”
www.shapeblue.com @CloudStackGuru

4. What is ‘The Cloud’?
 Cloud computing is a general term for anything that involves
delivering hosted services over a network.
 These services are broadly divided into three categories:
 Infrastructure-as-a-Service (IaaS)
 I want virtual servers all connected to each other via an internal
www.shapeblue.com @CloudStackGuru
network
 Platform-as-a-Service (PaaS)
 I want web server, app server, and database functionality
 Software-as-a-Service (SaaS)
 I want X number of mailboxes or SharePoint instances

5. What is ‘The Cloud’?
 What makes these services ‘Cloudy’?
www.shapeblue.com @CloudStackGuru
 On-demand self-service
 Elasticity
 Scalability
 API integration
 Resource accounting

6. Who Uses Clouds?
 Public clouds (SPs/MSPs)
 General public can create or log into instances themselves
 Private Clouds (Enterprises)
 Anyone who wants to be able to orchestrate their environment
www.shapeblue.com @CloudStackGuru

7. How to build an IaaS cloud
PaaS Developer Tooling
Multi-cloud
Management
Billing Management
eCommerce Platform
CloudStack API
Orchestration API
CMP Apache - Orchestration CloudStack
layer
XenServer, KVM, VMWare, Hyper-V, OVM
Hypervisor
LXC, UCS, Bare Metal
Commodity
Compute
Networking Compute Storage
www.shapeblue.com @CloudStackGuru

8. End to End
Open Communities
www.shapeblue.com @CloudStackGuru
Vendor Centric
vCloud Director
Microsoft System
Center
Abiquo
OnApp
Flexiant
Hexagrid
CloudStack
OpenStack
OpenNebula
Eucalyptus
The World of IaaS Choices

9. Apache CloudStack
 Apache CloudStack is a top-level project of the Apache Software
Foundation (ASF). The project develops open source software
for deploying public and private Infrastructure-as-a-Service (IaaS)
clouds.
 CloudStack provides an open and flexible cloud orchestration
platform to deliver reliable and scalable private and public clouds
www.shapeblue.com @CloudStackGuru

10. CloudStack Background
 Open source Infrastructure-as-a-Service platform, under ASL 2.0
www.shapeblue.com @CloudStackGuru
license
 A vibrant and growing community in ASF
 Developed since 2008 by Cloud.com
 Acquired by Citrix in 2011
 Donated to Apache April 2012
 Became top level ASF project March 2013
 A proven cloud platform

11. Why CloudStack?
 “OpenStack is for science projects”
www.shapeblue.com @CloudStackGuru
 Proven “product”
 Quick to deploy
 AWS API fidelity
 Scalable
 Open standards
 Strong & open governance from Apache

12. Our community is driven by users
www.shapeblue.com @CloudStackGuru

13. Global User Groups
www.shapeblue.com @CloudStackGuru

14. CloudStack Users
www.shapeblue.com @CloudStackGuru

15. CloudStack Users 2.0
www.shapeblue.com 15 @CloudStackGuru

16. CloudStack Users 3.0
www.shapeblue.com 16 @CloudStackGuru

17. Multiple Cloud Strategies
Private Clouds Public Clouds
Hosted
Enterprise Cloud
www.shapeblue.com @CloudStackGuru
 Dedicated Resources
 Security & Total Control
 Internal Network
 Managed by Enterprise
or 3rd Party
 Mix of shared and dedicated
resources
 Elastic scaling
 Pay as you go
 Public internet
On-Premise
Enterprise Cloud
 Dedicated resources
 Security
 SLA bound
 3rd party owned and
operated
Multi-Tenant
Public Cloud

18.  Broad Hypervisor support
 XenServer, KVM, VMware, Oracle VM, Hyper-V, LXC, UCS, Bare Metal
www.shapeblue.com @CloudStackGuru
 Scalable architecture
 Support thousands of hosts and virtual machine guests
 Largest known production cloud 65k+ physical hosts
 AWS API fidelity
 High Availability
 Virtual Networking
 Web UI, API, CLI
Feature Highlights

19. Open Flexible Platform
XenServer VMware OVM
KVM
(LXC)
UCS
Bare metal
S3
www.shapeblue.com @CloudStackGuru
Compute
Network
Type
Isolation Firewall LB GSLB
Network
Local Disk iSCSI
Fibre
Channel
NFS Swift
Storage
Primary Storage Secondary Storage
VPN
Hyper-V

20. What can you do with CloudStack?
 Create Virtual Machines from Templates or ISOs
 Start & Stop, Clone, Import, Export Virtual Machines
 Create Isolated, Shared and Multi-Tiered Networks
 Manage Firewall and Port Forwarding Rules
 Manage Network Services such as Firewall, Load Balancing,
Static and Source NAT, VPNs, Multi-Tiered Networks,
Global Server Load Balancing and Auto-Scaling
www.shapeblue.com @CloudStackGuru

21. CloudStack Architecture
 Hierarchical structure enables massive scale
www.shapeblue.com @CloudStackGuru
 Region
 A grouping of Availability Zones within a geographic area
 Dedicated Management Server infrastructure to manage the Region and
all of its Zones
 Availability Zone
 Typically one Zone per DC
 Contains at least 1 POD, 1 Cluster and Secondary Storage

22. CloudStack Architecture
www.shapeblue.com @CloudStackGuru
 Pod
 Logical entity, typically a Rack containing one or more Clusters and
Networking
 Uses concept of something shared i.e. switch stack or storage array
 Cluster
 Group of identical Hosts running a common Hypervisor
 Primary Storage

23. CloudStack Architecture
www.shapeblue.com @CloudStackGuru
 Primary Storage
 Traditionally unique to each Cluster
 KVM and VMware now support Zone-Wide Primary Storage
 Hosts the Guest Virtual Machines and VM Snapshots
 Can be any format the Hypervisor Supports
 Secondary Storage
 Zone Wide (region wide for S3)
 NFS + S3 or NFS + Swift for Region Wide Replication
 Stores Templates, ISOs and Volume Snapshots (backups)

24. Management Server Deployment Architectures
 Single-Node Deployment
Management
Server
Zone 1
Zone 1
Zones
MySQL
DB
www.shapeblue.com @CloudStackGuru
GUI
API

25. Management Server Deployment Architectures
 Multi-Node Deployment
GUI (Master)
Management
Server
MySQL
DB
Zone 1
Zone 1
Zones
www.shapeblue.com @CloudStackGuru
API
MySQL
DB
(Slave)
Management
Server
Management
Server
Load Balancer
Load Balancer

26. CloudStack Architecture
 Multiple Availability Zones within a Region
DC 1
Zone 1
www.shapeblue.com @CloudStackGuru
DC 2
Zone 2
Zone 3
DC n
Zone n Management
Servers
Management
Servers

27. CloudStack Architecture
 Multiple Availability Zones within a Region
www.shapeblue.com @CloudStackGuru
Region 1
DC 1
Zone 1
DC 2
Zone 2
Management
Servers
Region 2
DC 3
Zone 3
DC 4
Zone 4
Management
Servers
Rabbit MQ
Account/User data
DC 5
Zone 5

28. Physical Connectivity
www.shapeblue.com @CloudStackGuru

29. Basic Networking
 AWS Style L3 isolation – Massive Scale
www.shapeblue.com @CloudStackGuru
 Simple Flat Network
 Each POD has a unique CIDR (Broadcast domain)
 Optional Guest Isolation via Security Groups
 Optional NetScaler Integration - Elastic IPs and Elastic LB
 Optional Nicira NVP Integration

30.  Guest Networks isolated by VLANs / SDN Technologies
 Private and Shared Guest Networks
 Multiple Physical Networks
 Virtual Router for each Network providing:
www.shapeblue.com @CloudStackGuru
 DNS & DHCP
 Firewall
 Client VPN
 Load Balancing
 Source / Static NAT
 Port Forwarding
Advanced Networking

31. Security Groups in Advanced Zones
 Effectively enables the deployment of multiple ‘Basic’ style
networks which use Security Groups for isolation of VMs, but
with each Network encapsulated within a unique VLAN (or SDN)
 Enables the ‘stretching’ of Guest IP Address Space across
www.shapeblue.com @CloudStackGuru
multiple PODs

32. Basic Zone – Example IP Schema
www.shapeblue.com @CloudStackGuru

33. Advanced Zone – Example IP Schema
www.shapeblue.com @CloudStackGuru

34. Demo
www.shapeblue.com @CloudStackGuru

35. Any Questions ?
www.shapeblue.com @CloudStackGuru

36. An Introduction to Apache
CloudStack
Geoff Higginbottom
CTO ShapeBlue
geoff.higginbottom@shapeblue.com
Twitter: @CloudStackGuru