Applies to HPE Helion OpenStack 8

9 Installing with the Install UI

HPE Helion OpenStack comes with a GUI-based installation wizard for first-time cloud installations. It will guide you through the configuration process and deploy your cloud based on the custom configuration you provide. The Install UI will start with a set of example cloud configurations for you to choose from. Based on your cloud choice, you can refine your configuration to match your needs using Install UI widgets. You can also directly edit your model configuration files.


The Install UI is only for initial deployments. It will not function properly after your cloud has been deployed successfully, whether it was from the CLI or with the Install UI.

When you are satisfied with your configuration and the Install UI has validated your configuration successfully, you can then deploy the cloud into your environment. Deploying the cloud will version-control your configuration into a git repository and provide you with live progress of your deployment.

With the Install UI, you have the option of provisioning SLES12-SP3 to IPMI-capable machines described in your configuration files. Provisioning machines with the Install UI will also properly configure them for Ansible access.

The Install UI is designed to make the initial installation process simpler, more accurate, and faster than manual installation.

9.1 Before You Start

  1. Review the Chapter 2, Pre-Installation Checklist about recommended pre-installation tasks.

  2. Prepare the Cloud Lifecycle Manager node. The Cloud Lifecycle Manager must be accessible either directly or via ssh, and have SUSE Linux Enterprise Server 12 SP3 installed. All nodes must be accessible to the Cloud Lifecycle Manager. If the nodes do not have direct access to online Cloud subscription channels, the Cloud Lifecycle Manager node will need to host the Cloud repositories.

    1. If you followed the installation instructions for Cloud Lifecycle Manager server (see Chapter 3, Installing the Cloud Lifecycle Manager server), HPE Helion OpenStack software should already be installed. Double-check whether SUSE Linux Enterprise and HPE Helion OpenStack are properly registered at the SUSE Customer Center by starting YaST and running Software › Product Registration.

      If you have not yet installed HPE Helion OpenStack, do so by starting YaST and running Software › Product Registration › Select Extensions. Choose HPE Helion OpenStack and follow the on-screen instructions. Make sure to register HPE Helion OpenStack during the installation process and to install the software pattern patterns-cloud-ardana.

      tux > sudo zypper -n in patterns-cloud-ardana
    2. Ensure the HPE Helion OpenStack media repositories and updates repositories are made available to all nodes in your deployment. This can be accomplished either by configuring the Cloud Lifecycle Manager server as an SMT mirror as described in Chapter 4, Installing and Setting Up an SMT Server on the Cloud Lifecycle Manager server (Optional) or by syncing or mounting the Cloud and updates repositories to the Cloud Lifecycle Manager server as described in Chapter 5, Software Repository Setup.

    3. Configure passwordless sudo for the user created when setting up the node (as described in Section 3.4, “Creating a User”). Note that this is not the user ardana that will be used later in this procedure. In the following we assume you named the user cloud. Run the command visudo as user root and add the following line to the end of the file:


      Make sure to replace CLOUD with your user name choice.

    4. Set the password for the user ardana:

      tux > sudo passwd ardana
    5. Become the user ardana:

      tux > su - ardana
    6. Place a copy of the SUSE Linux Enterprise Server 12 SP3 .iso in the ardana home directory, var/lib/ardana, and rename it to sles12sp3.iso.

    7. Install the templates, examples, and working model directories:

      ardana > /usr/bin/ardana-init

9.2 Preparing to Run the Install UI

Before you launch the Install UI to install your cloud, do the following:

  1. Gather the following details from the servers that will make up your cloud:

    • Server names

    • IP addresses

    • Server roles

    • PXE MAC addresses

    • PXE IP addresses

    • PXE interfaces

    • IPMI IP address, username, password

  2. Choose an input model from Book “Planning an Installation with Cloud Lifecycle Manager”, Chapter 9 “Example Configurations”. No action other than an understanding of your needs is necessary at this point. In the Install UI you will indicate which input model you wish to deploy.

  3. Before you use the Install UI to install your cloud, you may install the operating system, SLES, on your nodes (servers) if you choose. Otherwise, the Install UI will install it for you.

    If you are installing the operating system on all nodes yourself, you must do so using the SLES image included in the HPE Helion OpenStack 8 package.

In HPE Helion OpenStack 8, a local git repository is used to track configuration changes; the Configuration Processor (CP) uses this repository. Use of a git workflow means that your configuration history is maintained, making rollbacks easier and keeping a record of previous configuration settings. The git repository also provides a way for you to merge changes that you pull down as upstream updates (that is, updates from HPE). It also allows you to manage your own configuration changes.

The git repository is installed by the Cloud Lifecycle Manager on the Cloud Lifecycle Manager node.

Using the Install UI does not require the use of the git repository. After the installation, it may be useful to know more about Chapter 10, Using Git for Configuration Management.

9.3 Optional: Creating a CSV File to Import Server Data

Before beginning the installation, you can create a CSV file with your server information to import directly into the Install UI to avoid entering it manually on the Assign Servers page.

The following table shows the fields needed for your CSV file.

Field Required Required for OS Provisioning Aliases
Server IDYesYesserver_id, id
IP AddressYesYesip, ip_address, ip_addr
MAC AddressYesYesmac, mac_address, mac_addr
IPMI IP AddressNoYesipmi_ip, ipmi_ip_address
IPMI UserNoYesipmi_user, user
IPMI PasswordNoYesipmi_password, password
Server RoleNoNoserver_role, role
Server GroupNoNoserver_group, group
NIC MappingNoNoserver_nic_map, nic_map, nic_mapping

The aliases are all the valid names that can be used in the CSV file for the column header for a given field. Field names are not case sensitive. You can use either (space) or - (hyphen) in place of underscore for a field name.

An example CSV file could be:


9.4 Optional: Importing Certificates for SUSE Manager and HPE OneView

If you intend to use SUSE Manager or HPE OneView to add servers, certificates for those services must be accessible to the Install UI.

Use the following steps to import a SUSE Manager certificate.

  1. Retrieve the .pem file from the SUSE Manager.

  2. Copy the .pem file to the proper location on the Cloud Lifecycle Manager.

    cd /etc/pki/trust/anchors
    sudo cp ~/PEM_NAME.pem .
  3. Install the certificate.

    sudo update-ca-certificates
  4. Add SUSE Manager host IP address if SUSE Manager.test.domain is not reachable by DNS.

    sudo vi /etc/hosts

    Add SUSE Manager host IP address SUSE Manager.test.domain. For example: SUSE Manager.test.domain

Use the following steps to import an HPE OneView certificate.

  1. Retrieve the sessionID.

    curl -k -H "X-Api-Version:500" -H "Content-Type: application/json" \
    -d '{"userName":ONEVIEW_USER, "password":ONEVIEW_PASSWORD, \
    "loginMsgAck":"true"}' https://ONEVIEW_MANAGER_URL:PORT/rest/login-sessions

    The response will be similar to:

  2. Retrieve a Certificate Signing Request (CSR) using the sessionID from Step 1.

    curl -k -i -H "X-Api-Version:500" -H sessionID \
    ONEVIEW_MANAGER_URL/rest/certificates/ca \
    > CA_NAME.csr
  3. Follow instructions in the HPE OneView User Guide to validate the CSR and obtain a signed certificate (CA_NAME.crt).

  4. Copy the .crt file to the proper location on the Cloud Lifecycle Manager.

    cd /etc/pki/trust/anchors
    sudo cp ~/data/CA_NAME.crt .
  5. Install the certificate.

    sudo update-ca-certificates
  6. Follow instructions in your HPE OneView User Guide to import the CA_NAME.crt certificate into HPE OneView.

  7. Add HPE OneView host IP address if HPE OneView.test.domain is not reachable by DNS.

    sudo vi /etc/hosts

    Add HPE OneView host IP address HPE OneView.test.domain For example:  HPE OneView.test.domain

9.5 Running the Install UI


The Install UI must run continuously without stopping for authentication at any step. When using the Install UI it is required to launch the Cloud Lifecycle Manager with the following command:

ARDANA_INIT_AUTO=1 /usr/bin/ardana-init

Deploying the cloud to your servers will reconfigure networking and firewall rules on your cloud servers. To avoid problems with these networking changes when using the Install UI, we recommend you run a browser directly on your Cloud Lifecycle Manager node and point it to http://localhost:3000.

If you cannot run a browser on the Cloud Lifecycle Manager node to perform the install, you can run a browser from a Linux-based computer in your MANAGEMENT network. However, firewall rules applied during cloud deployment will block access to the Install UI. To avoid blocking the connection, you can use the Install UI via an SSH tunnel to the Cloud Lifecycle Manager server. This will allow SSH connections through the MANAGEMENT network when you reach the "Review Configuration Files" step of the install process.

To open an SSH tunnel from your Linux-based computer in your MANAGEMENT network to the Cloud Lifecycle Manager:

  1. Open a new terminal and enter the following command:

    ssh -N -L 8080:localhost:3000 ardana@MANAGEMENT IP address of Cloud Lifecycle Manager

    The user name and password should be what was set in Section 3.5.2, “Installing the HPE Helion OpenStack Extension”. There will be no prompt after you have logged in.

  2. Leave this terminal session open to keep the SSH tunnel open and running. This SSH tunnel will forward connections from your Linux-based computer directly to the Cloud Lifecycle Manager, bypassing firewall restrictions.

  3. On your local computer (the one you are tunneling from), point your browser to http://localhost:8080.

  4. If the connection is interrupted, refresh your browser.


If you use an SSH tunnel to connect to the Install UI, there is an important note in the "Review Configuration Files" step about modifying firewall_rules.yml to allow SSH connections on the MANAGEMENT network.


The first page of the Install UI shows the general installation process and a reminder to gather some information before beginning. Clicking the Next button brings up the Model Selection page.

Choose an OpenStack Cloud Model

The input model choices are displayed on this page. Details of each model can be seen on the right by clicking the model name on the left. If you have already decided some aspects of your cloud environment, models can be filtered using the dropdown selections. Narrowing a parameter affects the range of choices of models and changes other dropdown choices to only those that are compatible.

Selecting a model will determine the base template from which the cloud will be deployed. Models can be adjusted later in the process, though selecting the closest match to your requirements reduces the effort required to deploy your cloud.


If you select any ESX model, extra manual steps are required to avoid configuration failures. While installing an ESX model with the Install UI, you will be asked for interfaces related to ESX and OVSvApp. Those interfaces must be defined before being entered in the Install UI. Instructions are available at Section 15.3, “Overview of ESXi and OVSvApp”.


Installing a Stand-alone Deployer

If you are using the Install UI to install a stand-alone deployer, select that model, which was created previously in Chapter 8, Preparing for Stand-Alone Deployment.

Continue with the remaining Install UI steps to finish installing the stand-alone deployer.

Cloud Model to Deploy

Based on the cloud example selected on the previous page, more detail is shown about that cloud configuration and the components that will be deployed. If you go back and select a different model, the deployment process restarts from the beginning. Any configuration changes you have made will be deleted.

  • Mandatory components have assigned quantities. We strongly suggest not changing those quantities to avoid potential problems later in the installation process.

  • Additional components can be adjusted within the parameters shown.

The number of nodes (servers) dedicated to each server role can be adjusted. Most input models are designed to support High Availability and to distribute OpenStack services appropriately.

Adding Servers and Assigning Server Roles

This page provides more detail about the number and assignment of each type of node based on the information from the previous page (any changes must be made there).

Components that do not meet the required parameters will be shown in red in the accordion bar. Missing required fields and duplicate server names will also be red, as will the accordion bar. The Next button will be disabled.

Servers may be discovered using SUSE Manager, HPE OneView, or both. Ensure that the certificates are accessible, as described in Section 9.4, “Optional: Importing Certificates for SUSE Manager and HPE OneView”. Clicking the Discover button will prompt for access credentials to the system management software to be used for discovery. Certificates can be verified by checking Verify SSL certificate. After validating credentials, Discovery will retrieve a list of known servers from SUSE Manager and/or HPE OneView and allow access to server details on those management platforms.

You can drag and drop to move servers from the left to the right in order to assign server roles, from right to left, or up and down in the accordion bar.

Server information may also be entered manually or imported via CSV in the Manual Entry tab. The format for CSV entry is described in Section 9.3, “Optional: Creating a CSV File to Import Server Data”. The server assignment list includes placeholder server details that can be edited to reflect real hardware, or can be removed and replaced with discovered or manually added systems.

For more information about server roles, see Book “Planning an Installation with Cloud Lifecycle Manager”, Chapter 5 “Input Model”, Section 5.2 “Concepts”, Section 5.2.4 “Server Roles”.

Subnet and netmask values should be set on this page as they may impact the IP addresses being assigned to various servers.

Choose servers on which SLES will be installed

If an OS has not previously been installed on the servers that make up the cloud configuration, the OS installation page allows for Cobbler to deploy SLES on servers in the cloud configuration. Enter password, select servers and click Install to deploy SLES to these servers. An installation log and progress indicators will be displayed.

Server and Role Summary

When the OS installation is complete, a Server and Server Role Summary page is displayed. It shows which servers have been assigned to each role, and provides an opportunity to edit the server configurations. Various cloud components can be configured by clicking on the Manage Cloud Settings button. Incorrect information will be shown in red.

Below is the list of what can be changed within the Install UI, followed by a list of customizations that can only be changed by directly editing the files on the Review Configuration Files page. Anything changed directly in the files themselves during the Install UI process will be overwritten by values you have entered with the Install UI.

Changes to the following items can be made:

  • servers (including SLES installation configuration)

  • networks

  • disk models

  • interface models

  • NIC mappings

  • NTP servers

  • name servers

  • tags in network groups

Changes to the following items can only be made by manually editing the associated .yml files on the Review Configuration page of the Install UI:

  • server groups

  • server roles

  • network groups

  • firewall rules

  • DNS, SMTP, firewall settings (cloudConfig.yml)

  • control planes


Directly changing files may cause the configuration to fail validation. During the process of installing with the Install UI, any changes should be made with the tools provided within the Install UI.

Review Configuration Files

Advanced editing of the cloud configuration can be done on the Review Configuration Files page. Individual .yml and .j2 files can be edited directly with the embedded editor in the Model and Templates and Services tabs. The Deployment tab contains the items Wipe Data Disks, Encryption Key and Verbosity Level.


If you are using an SSH tunnel to connect to the Install UI, you will need to make an extra modification here to allow SSH connections through the firewall:

  1. While on the Review Configuration Files page, click on the Model tab.

  2. Click Firewall Rules.

  3. Uncomment the SSH section (remove the # at the beginning of the line for the - name: SSH section).

  4. If you do not have such a - name: SSH section, manually add the following under the firewall-rules: section:

    name: SSH
    - type: allow
      port-range-min: 22
      port-range-max: 22
      protocol: tcp

Manual edits to your configuration files outside of the Install UI may not be reflected in the Install UI. If you make changes to any files directly, refresh the browser to make sure changes are seen by the Install UI.

Before performing the deployment, the configuration must be validated by clicking the Validate button below the list of configuration files on the Model tab. This ensures the configuration will be successful before the actual configuration process runs and possibly fails. The Validate button also commits any changes. If there are issues with the validation, the configuration processor will provide detailed information about the causes. When validation completes successfully, a message will be displayed that the model is valid. If either validation or commit fail, the Next button is disabled.

Clicking the Deploy button starts the actual deployment process.

Cloud Deployment in Progress

General progress steps are shown on the left. Detailed activity is shown on the right.

To start the deployment process, the Install UI runs scripts and playbooks based on the actual final configuration. Completed operations are green, black means in process, gray items are not started yet.

The log stream on the right shows finished states. If there are any failures, the log stream will show the errors and the Next button will be disabled. The Back and Next buttons are disabled during the deployment process.

The log files in ~/ardana/.ansible/ansible.log and /var/cache/ardana_installer/ have debugging information.

  • /var/cache/ardana_installer/log/ardana-service/ardana-service.log is created and used during the deployment step.

  • Each of the time-stamped files in /var/cache/ardana_installer/log/ardana-service/logs/*.log shows the output of a single Ansible playbook run invoked during the UI installation process and the log output for each of those runs.

  • The ~/ardana/.ansible/ansible.log file is the output of all Ansible playbook runs. This includes the logs from /var/cache/ardana_installer/log/ardana-service/logs/*.log.

When the deployment process is complete, all items on the left will be green. Some deployments will not include all steps shown if they do not apply to the selected input model. In such a situation, those unneeded steps will remain gray.

The Next button will be enabled when deployment is successful.

Clicking Next will display the Cloud Deployment Successful page with information about the deployment, including the chosen input model and links to cloud management tools.

After installation is complete, shutdown the Install UI by logging into the Cloud Lifecycle Manager and running the following commands:

cd ~/openstack/ardana/ansible
ansible-playbook -i hosts/localhost installui-stop.yml

After deployment, continue to Chapter 27, Cloud Verification and Chapter 33, Other Common Post-Installation Tasks.

To understand cloud configuration more thoroughly and to learn how to make changes later, see:

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