1. Installing ManageIQ
Installing ManageIQ consists of the following steps:
-
Downloading the appliance for your environment as a virtual machine image template.
-
Setting up a virtual machine based on the appliance.
-
Configuring the ManageIQ appliance.
After you have completed all the procedures in this guide, you will have a working environment on which additional customizations and configurations can be performed.
1.1. Obtaining the ManageIQ Virtual Appliance
-
In a browser, navigate to manageiq.org/download.
-
Select Microsoft Azure from the --Choose your platform-- list.
-
Select Stable from the --Choose a release-- list.
-
Follow the instructions to download the appliance.
1.2. Uploading and Provisioning the ManageIQ Virtual Appliance in Microsoft Azure
You can upload and provision the appliance in an Azure environment using the following two methods:
-
Using the Azure PowerShell script
-
Using the Azure Command-Line Interface (Azure CLI)
To upload the ManageIQ appliance file in Microsoft Azure, ensure the following requirements are met:
-
Approximately 2 GB of space for each VHD image; 44+ GB of space, 12 GB RAM, and 4 VCPUs for the ManageIQ appliance.
-
Administrator access to the Azure portal.
-
Depending on your infrastructure, allow time for the upload.
Azure requires that the uploaded Virtual Hard Disk (VHD) files are in a fixed format. The ManageIQ virtual appliance image VHD file is dynamic by default. Currently, the Azure Powershell script and Azure CLI do not automatically convert the dynamic VHD file to fixed during upload. To upload using either method, the ManageIQ virtual appliance image VHD file must be first converted from dynamic to fixed, and properly aligned to the nearest 1 MB boundary. Once converted and properly aligned, you can then upload the appliance virtual image VHD file using either the Azure PowerShell or Azure CLI method. |
1.2.1. Converting and Aligning the ManageIQ Virtual Appliance Image
Complete the following procedure to ensure the ManageIQ dynamic .vhd file is properly aligned to the nearest 1 MB boundary, and is in a fixed-size VHD format.
-
Convert the dynamic VHD file you downloaded in Obtaining the ManageIQ Virtual Appliance to RAW format.
$ qemu-img convert -f vpc -O raw <image-name.vhd> <image-name.raw> Example: $ qemu-img convert -f vpc -O raw example.vhd rexample.raw
-
Copy and paste the script below into a new bash shell script file, for example,
aligned-size.sh
. Change rawdisk="image-name" to the image name for your file. This script will calculate the rounded file size to the nearest 1 MB boundary.#!/bin/bash rawdisk="example.raw" MB=$((1024 * 1024)) size=$(qemu-img info -f raw --output json "$rawdisk" | gawk 'match($0, /"virtual-size": ([0-9]+),/, val) {print val[1]}') rounded_size=$((($size/$MB + 1) * $MB)) echo "rounded size = $rounded_size" export rounded_size
-
Run the shell script. The file name
aligned-size.sh
is used in this example.$ sh aligned-size.sh rounded size = 34361835520
-
Resize the virtual appliance image using the rounded size.
$ qemu-img resize -f raw <image-name.raw> <rounded_size> Example: $ qemu-img resize -f raw example.raw 34361835520 Image resized.
-
Convert the appliance image to a fixed-size VHD file.
$ qemu-img convert -f raw -o subformat=fixed -O vpc <image-name.raw> <image-name.vhd> Example: qemu-img convert -f raw -o subformat=fixed -O vpc example.raw example.vhd
-
Get the virtual size for the VHD file.
$ qemu-img info --output=json -f vpc <path-to-image> Example: $ qemu-img info --output=json -f vpc example.vhd { "virtual-size": 34361835520, "filename": "example.vhd", "cluster-size": 2097152, "format": "vpc", "actual-size": 2133401600, "dirty-flag": false }
-
Divide the virtual-size value by 1024, twice. If the result is a whole number, the VHD file is aligned properly. The example below shows that the file is properly aligned.
34361835520 / 1024 / 1024 = 32770
qemu-img version 1.5.3 is used in this procedure. Check the qemu-img version using the command: |
The ManageIQ Azure virtual appliance image is ready for uploading and provisioning in Microsoft Azure.
1.2.2. Using the Azure PowerShell Script
Make sure Azure Resource Manager cmdlets are available; see Azure Resource Manager Cmdlets for the latest installation information. |
-
Log in to Azure Resource Manager using the cmdlet:
## Customize for Your Environment $SubscriptionName = "my subscription" Login-AzureRmAccount Select-AzureRmSubscription -SubscriptionName $SubscriptionName
When prompted, enter your user name and password for the Azure Portal.
-
Upload the VHD file to a storage account. As shown in the example script below, you will first create a Resource Group through the Portal UI or PowerShell. Additionally, create the storage container defined in "BlobDestinationContainer" in advance.
Example Script: ## Customize for Your Environment $SubscriptionName = "my subscription" $ResourceGroupName = "test" $StorageAccountName = "test" $BlobNameSource = "example.vhd" $BlobSourceContainer = "templates" $LocalImagePath = "C:\tmp\$BlobNameSource" ## # Upload VHD to a "templates" directory. You can pass a few arguments, such as `NumberOfUploaderThreads 8`. The default number of uploader threads is `8`. See https://msdn.microsoft.com/en-us/library/mt603554.aspx Add-AzureRmVhd -ResourceGroupName $ResourceGroupName -Destination https://$StorageAccountName.blob.core.windows.net/$BlobSourceContainer/$BlobNameSource -LocalFilePath $LocalImagePath -NumberOfUploaderThreads 8
-
Create a virtual machine. Then, define your VM and VHD name, your system/deployment name and size. Next, you will set the appropriate Storage, Network and Configuration options for your environment.
Example Script: ## Customize for Your Environment $BlobNameDest = "example.vhd" $BlobDestinationContainer = "vhds" $VMName = "example" $DeploySize= "Standard_A3" $vmUserName = "user1" $InterfaceName = "test-nic" $VNetName = "test-vnet" $PublicIPName = "test-public-ip" $SSHKey = <your ssh public key> ## $StorageAccount = Get-AzureRmStorageAccount -ResourceGroup $ResourceGroupName -Name $StorageAccountName $SourceImageUri = "https://$StorageAccountName.blob.core.windows.net/templates/$BlobNameSource" $Location = $StorageAccount.Location $OSDiskName = $VMName # Network $Subnet1Name = "default" $VNetAddressPrefix = "10.1.0.0/16" $VNetSubnetAddressPrefix = "10.1.0.0/24" $PIp = New-AzureRmPublicIpAddress -Name $PublicIPName -ResourceGroupName $ResourceGroupName -Location $Location -AllocationMethod Dynamic -Force $SubnetConfig = New-AzureRmVirtualNetworkSubnetConfig -Name $Subnet1Name -AddressPrefix $VNetSubnetAddressPrefix $VNet = New-AzureRmVirtualNetwork -Name $VNetName -ResourceGroupName $ResourceGroupName -Location $Location -AddressPrefix $VNetAddressPrefix -Subnet $SubnetConfig -Force $Interface = New-AzureRmNetworkInterface -Name $InterfaceName -ResourceGroupName $ResourceGroupName -Location $Location -SubnetId $VNet.Subnets[0].Id -PublicIpAddressId $PIp.Id -Force # Specify the VM Name and Size $VirtualMachine = New-AzureRmVMConfig -VMName $VMName -VMSize $DeploySize # Add User $cred = Get-Credential -UserName $VMUserName -Message "Setting user credential - use blank password" $VirtualMachine = Set-AzureRmVMOperatingSystem -VM $VirtualMachine -Linux -ComputerName $VMName -Credential $cred # Add NIC $VirtualMachine = Add-AzureRmVMNetworkInterface -VM $VirtualMachine -Id $Interface.Id # Add Disk $OSDiskUri = $StorageAccount.PrimaryEndpoints.Blob.ToString() + $BlobDestinationContainer + "/" + $BlobNameDest $VirtualMachine = Set-AzureRmVMOSDisk -VM $VirtualMachine -Name $OSDiskName -VhdUri $OSDiskUri -CreateOption fromImage -SourceImageUri $SourceImageUri -Linux # Set SSH key Add-AzureRmVMSshPublicKey -VM $VirtualMachine -Path “/home/$VMUserName/.ssh/authorized_keys” -KeyData $SSHKey # Create the VM New-AzureRmVM -ResourceGroupName $ResourceGroupName -Location $Location -VM $VirtualMachine
These are the procedural steps as of the time of writing. For more information, see the following Azure documentation.
The steps covered in the following article are for a Windows machine, however, most of the items are common between Windows and Linux.
1.2.3. Using the Azure Command-Line Interface
Complete the following steps to upload and provision the ManageIQ virtual appliance using the Azure CLI.
Installing the Azure Command-Line Interface
For a complete Azure CLI 2.0 command reference, see Azure CLI 2.0: Command reference - az. |
-
Import the Microsoft repository key.
$ sudo rpm --import https://packages.microsoft.com/keys/microsoft.asc
-
Create a local Azure CLI repository entry.
$ sudo sh -c 'echo -e "[azure-cli]\nname=Azure CLI\nbaseurl=https://packages.microsoft.com/yumrepos/azure-cli\nenabled=1\ngpgcheck=1\ngpgkey=https://packages.microsoft.com/keys/microsoft.asc" > /etc/yum.repos.d/azure-cli.repo'
-
Update the yum package index.
$ yum check-update
-
Install the Azure CLI.
$ sudo yum install azure-cli
-
Log in to Azure.
$ az login Example: To sign in, use a web browser to open the page https://aka.ms/devicelogin and enter the code GJP8Y33XY to authenticate. [ { "cloudName": "AzureCloud", "id": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx", "isDefault": true, "name": "Demo Azure account", "state": "Enabled", "tenantId": "xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx", "user": { "name": "clouduser", "type": "user" } } ]
Creating Resources for the Appliance in Microsoft Azure Using the Azure Command-Line Interface
Complete the following steps to create resources in Microsoft Azure using the Azure CLI.
|
-
Create a resource group in an Azure region.
$ az group create --name <resource-group> --location <azure-region> Example: [clouduser@localhost]$ az group create --name azrhelclirsgrp --location southcentralus { "id": "/subscriptions//resourceGroups/azrhelclirsgrp", "location": "southcentralus", "managedBy": null, "name": "azrhelclirsgrp", "properties": { "provisioningState": "Succeeded" }, "tags": null }
-
Create a storage account; see SKU type descriptions.
$ az storage account create -l <azure-region> -n <storage-account-name> -g <resource-group --sku <sku_type> Example: [clouduser@localhost]$ az storage account create -l southcentralus -n azrhelclistact -g azrhelclirsgrp --sku Standard_LRS { "accessTier": null, "creationTime": "2017-04-05T19:10:29.855470+00:00", "customDomain": null, "encryption": null, "id": "/subscriptions//resourceGroups/azrhelclirsgrp/providers/Microsoft.Storage/storageAccounts/azrhelclistact", "kind": "Storage", "lastGeoFailoverTime": null, "location": "southcentralus", "name": "azrhelclistact", "primaryEndpoints": { "blob": "https://azrhelclistact.blob.core.windows.net/", "file": "https://azrhelclistact.file.core.windows.net/", "queue": "https://azrhelclistact.queue.core.windows.net/", "table": "https://azrhelclistact.table.core.windows.net/" }, "primaryLocation": "southcentralus", "provisioningState": "Succeeded", "resourceGroup": "azrhelclirsgrp", "secondaryEndpoints": null, "secondaryLocation": null, "sku": { "name": "Standard_LRS", "tier": "Standard" }, "statusOfPrimary": "available", "statusOfSecondary": null, "tags": {}, "type": "Microsoft.Storage/storageAccounts" }
-
Get the storage account connection string.
$ az storage account show-connection-string -n <storage-account-name> -g <resource-group> Example: [clouduser@localhost]$ az storage account show-connection-string -n azrhelclistact -g azrhelclirsgrp { "connectionString": "DefaultEndpointsProtocol=https;EndpointSuffix=core.windows.net;AccountName=azrhelclistact;AccountKey=NreGk...==" }
-
Export the connection string. Copy the connection string and paste it into the following command. This connects your system to the storage account.
$ export AZURE_STORAGE_CONNECTION_STRING="<storage-connection-string>" Example: [clouduser@localhost]$ export AZURE_STORAGE_CONNECTION_STRING="DefaultEndpointsProtocol=https;EndpointSuffix=core.windows.net;AccountName=azrhelclistact;AccountKey=NreGk...=="
-
Create the storage container.
$ az storage container create -n <container-name> Example: [clouduser@localhost]$ az storage container create -n azrhelclistcont { "created": true }
-
Create a virtual network.
$ az network vnet create -g <resource group> --name <vnet-name> --subnet-name <subnet-name> Example: [clouduser@localhost]$ az network vnet create --resource-group azrhelclirsgrp --name azrhelclivnet1 --subnet-name azrhelclisubnet1 { "newVNet": { "addressSpace": { "addressPrefixes": [ "10.0.0.0/16" ] }, "dhcpOptions": { "dnsServers": [] }, "etag": "W/\"\"", "id": "/subscriptions//resourceGroups/azrhelclirsgrp/providers/Microsoft.Network/virtualNetworks/azrhelclivnet1", "location": "southcentralus", "name": "azrhelclivnet1", "provisioningState": "Succeeded", "resourceGroup": "azrhelclirsgrp", "resourceGuid": "0f25efee-e2a6-4abe-a4e9-817061ee1e79", "subnets": [ { "addressPrefix": "10.0.0.0/24", "etag": "W/\"\"", "id": "/subscriptions//resourceGroups/azrhelclirsgrp/providers/Microsoft.Network/virtualNetworks/azrhelclivnet1/subnets/azrhelclisubnet1", "ipConfigurations": null, "name": "azrhelclisubnet1", "networkSecurityGroup": null, "provisioningState": "Succeeded", "resourceGroup": "azrhelclirsgrp", "resourceNavigationLinks": null, "routeTable": null } ], "tags": {}, "type": "Microsoft.Network/virtualNetworks", "virtualNetworkPeerings": null } }
Uploading and Provisioning the ManageIQ Virtual Appliance Using the Azure Command-Line Interface
You can now upload and provision the appliance in an Azure environment using the Azure Command-Line Interface (Azure CLI).
-
Upload the image to the storage container. It may take several minutes. Note: Enter
az storage container list
to get the list of storage containers.$ az storage blob upload --account-name <storage-account-name> --container-name <container-name> --type page --file <path-to-vhd> --name <image-name>.vhd Example: $ az storage blob upload --account-name azrhelclistact --container-name azrhelclistcont --type page --file example.vhd --name example.vhd Finished[#############################################################] 100.0000%
-
Get the URL for the uploaded VHD file using the following command. You will need to use this URL in the next step.
$ az storage blob url -c <container-name> -n <image-name>.vhd Example: $ az storage blob url -c azrhelclistcont -n example.vhd "https://azrhelclistact.blob.core.windows.net/azrhelclistcont/example.vhd"
-
Create a reusable image from a blob and then use a managed disk.
Example: $ az image create -n <image-name> -g <miq-appliance-group> --os-type <linux> --source <https://miqstorageaccount.blob.core.windows.net/miqstoragecontainer/example.vhd>
-
Create the virtual machine. Note that the following command uses
--generate-ssh-keys
. In this example, the private/public key pair/home/clouduser/.ssh/id_rsa
and/home/clouduser/.ssh/id_rsa.pub
are created.$ az vm create --resource-group <resource-group> --location <azure-region> --use-unmanaged-disk --name <vm-name> --storage-account <storage-account-name> --os-type linux --admin-username <administrator-name> --generate-ssh-keys --image <URL> Example: az vm create --resource-group azrhelclirsgrp --location southcentralus --use-unmanaged-disk --name miq-appliance-1 --storage-account azrhelclistact --os-type linux --admin-username clouduser --generate-ssh-keys --image https://azrhelclistact.blob.core.windows.net/azrhelclistcont/example.vhd { "fqdns": "", "id": "/subscriptions//resourceGroups/azrhelclirsgrp/providers/Microsoft.Compute/virtualMachines/miq-appliance-1", "location": "southcentralus", "macAddress": "00-0X-XX-XX-XX-XX", "powerState": "VM running", "privateIpAddress": "10.0.0.4", "publicIpAddress": "12.84.121.147", "resourceGroup": "azrhelclirsgrp" }
Make a note of the public IP address. You will need this to log in to the virtual machine in the next step.
-
Start an SSH session and log in to the appliance.
$ ssh -i <path-to-ssh-key> <admin-username@public-IP-address> Example: $ ssh -i /home/clouduser/.ssh/id_rsa clouduser@12.84.121.147 The authenticity of host '12.84.121.147' can't be established. Are you sure you want to continue connecting (yes/no)? yes Warning: Permanently added '12.84.121.147' (ECDSA) to the list of known hosts. Welcome to the Appliance Console For a menu, please type: appliance_console
-
Enter
sudo appliance_console
at the prompt. The summary screen appears.
You have successfully provisioned a ManageIQ virtual appliance in Microsoft Azure.
The exported storage connection string does not persist after a system reboot. If any of the commands in the above steps fail, export the storage connection string again using the following commands:
|
-
You will need to create a data disk for the database; see https://docs.microsoft.com/en-us/azure/virtual-machines/linux/add-disk for information about how to add a persistent disk to store your data.
-
See Database Requirements for some general guidelines for your database requirements.
-
For information about Azure ports used by ManageIQ, see https://access.redhat.com/documentation/en-us/red_hat_cloudforms/4.5/html-single/appliance_hardening_guide/#chap_red_hat_cloudforms_security_guide_firewall.
2. Enabling ManageIQ User Interface Access
To access the ManageIQ virtual appliance user interface, you need to enable access over ports 80
and 443
to the virtual machine. You can do this using the CLI or from within the Azure portal.
-
To enable a port using the CLI, enter
az vm open-port --port <port-number> --resource-group <resource-group> --name <vm-name>
. -
To enable a port using the Microsoft Azure portal, open the properties for the resource group where the appliance is located, click on Network Security Group, and add HTTP and HTTPS access.
3. Configuring ManageIQ
After installing ManageIQ and running it for the first time, you must perform some basic configuration. To configure ManageIQ, you must at a minimum:
-
Add a disk to the infrastructure hosting your appliance.
-
Configure the database.
Configure the ManageIQ appliance using the internal appliance console.
3.1. Accessing the Appliance Console
-
Start the appliance and open a terminal console.
-
Log in to the appliance using the SSH key.
-
Enter the
appliance_console
command. The ManageIQ appliance summary screen displays. -
Press
Enter
to manually configure settings. -
Press the number for the item you want to change, and press
Enter
. The options for your selection are displayed. -
Follow the prompts to make the changes.
-
Press
Enter
to accept a setting where applicable.
The ManageIQ appliance console automatically logs out after five minutes of inactivity. |
3.2. Configuring a Worker Appliance
You can use multiple appliances to facilitate horizontal scaling, as well as for dividing up work by roles. Accordingly, configure an appliance to handle work for one or many roles, with workers within the appliance carrying out the duties for which they are configured. You can configure a worker appliance through the terminal. The following steps demonstrate how to join a worker appliance to an appliance that already has a region configured with a database.
-
Start the appliance and open a terminal console.
-
Log in to the appliance using the SSH key.
-
Enter the
appliance_console
command. The ManageIQ appliance summary screen displays. -
Press Enter to manually configure settings.
-
Select 5) Configure Database from the menu.
-
You are prompted to create or fetch a security key. Since this is not the first ManageIQ appliance, choose 2) Fetch key from remote machine. For worker and multi-region setups, use this option to copy the security key from another appliance.
All ManageIQ appliances in a multi-region deployment must use the same key.
-
Choose 3) Join Region in External Database for the database location.
-
Enter the database hostname or IP address when prompted.
-
Enter the port number or leave blank for the default (
5432
). -
Enter the database name or leave blank for the default (
vmdb_production
). -
Enter the database username or leave blank for the default (
root
). -
Enter the chosen database user’s password.
-
Confirm the configuration if prompted.
4. Logging In After Installing ManageIQ
Once ManageIQ is installed, you can log in and perform administration tasks.
Log in to ManageIQ for the first time after installing by:
-
Navigate to the URL for the login screen. (https://xx.xx.xx.xx on the virtual machine instance)
-
Enter the default credentials (Username: admin | Password: smartvm) for the initial login.
-
Click Login.
4.1. Changing the Default Login Password
Change your password to ensure more private and secure access to ManageIQ.
-
Navigate to the URL for the login screen. (https://xx.xx.xx.xx on the virtual machine instance)
-
Click Update Password beneath the Username and Password text fields.
-
Enter your current Username and Password in the text fields.
-
Input a new password in the New Password field.
-
Repeat your new password in the Verify Password field.
-
Click Login.
Appendix A: Appendix
A.1. Appliance Console Command-Line Interface (CLI)
Currently, the appliance_console_cli
feature is a subset of the full functionality of the appliance_console
itself, and covers functions most likely to be scripted using the command-line interface (CLI).
-
After starting the ManageIQ appliance, log in with a user name of
root
and the default password ofsmartvm
. This displays the Bash prompt for the root user. -
Enter the
appliance_console_cli
orappliance_console_cli --help
command to see a list of options available with the command, or simply enterappliance_console_cli --option <argument>
directly to use a specific option.
Option |
Description |
--region (-r) |
region number (create a new region in the database - requires database credentials passed) |
--internal (-i) |
internal database (create a database on the current appliance) |
--dbdisk |
database disk device path (for configuring an internal database) |
--hostname (-h) |
database hostname |
--port |
database port (defaults to |
--username (-U) |
database username (defaults to |
--password (-p) |
database password |
--dbname (-d) |
database name (defaults to |
Option |
Description |
--key (-k) |
create a new v2_key |
--fetch-key (-K) |
fetch the v2_key from the given host |
--force-key (-f) |
create or fetch the key even if one exists |
--sshlogin |
ssh username for fetching the v2_key (defaults to |
--sshpassword |
ssh password for fetching the v2_key |
Option |
Description |
--host (-H) |
set the appliance hostname to the given name |
--ipaserver (-e) |
IPA server FQDN |
--ipaprincipal (-n) |
IPA server principal (default: |
--ipapassword (-w) |
IPA server password |
--ipadomain (-o) |
IPA server domain (optional). Will be based on the appliance domain name if not specified. |
--iparealm (-l) |
IPA server realm (optional). Will be based on the domain name of the ipaserver if not specified. |
--uninstall-ipa (-u) |
uninstall IPA client |
|
Option |
Description |
--ca (-c) |
CA name used for certmonger (default: |
--postgres-client-cert (-g) |
install certs for postgres client |
--postgres-server-cert |
install certs for postgres server |
--http-cert |
install certs for http server (to create certs/httpd* values for a unique key) |
--extauth-opts (-x) |
external authentication options |
The certificate options augment the functionality of the |
Option |
Description |
--logdisk (-l) |
log disk path |
--tmpdisk |
initialize the given device for temp storage (volume mounted at |
--verbose (-v) |
print more debugging info |
$ ssh root@appliance.test.company.com
To create a new database locally on the server using /dev/sdb
:
# appliance_console_cli --internal --dbdisk /dev/sdb --region 0 --password smartvm
To copy the v2_key from a host some.example.com to local machine:
# appliance_console_cli --fetch-key some.example.com --sshlogin root --sshpassword smartvm
You could combine the two to join a region where db.example.com is the appliance hosting the database:
# appliance_console_cli --fetch-key db.example.com --sshlogin root --sshpassword smartvm --hostname db.example.com --password mydatabasepassword
To configure external authentication:
# appliance_console_cli --host appliance.test.company.com --ipaserver ipaserver.test.company.com --ipadomain test.company.com --iparealm TEST.COMPANY.COM --ipaprincipal admin --ipapassword smartvm1
To uninstall external authentication:
# appliance_console_cli --uninstall-ipa
A.2. Storage SKU Types
SKU Type | Description |
---|---|
Standard_LRS |
Locally Redundant Storage: Synchronous copies of data are created within a single data center. |
Standard_GRS |
Geographically Redundant Storage: Same as Standard_LRS with additional asynchronous copies stored in a secondary data center in a separate geographical location. |
Standard_RAGRS |
Read-Access Geographically Redundant Storage: Same as Standard_GRS with additional read access to the secondary data center. |
Standard_ZRS |
Zone Redundant Storage: For block blobs only. Stores three copies of data across multiple data centers within the region or across regions. |
Premium_LRS |
Premium Locally Redundant Storage: Same as Standard_LRS, but uses Premium Storage disks. |