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<i>Parent page: [[Cloud]]</i> | <i>Parent page: [[Cloud]]</i> | ||
=Before you start= | ==Before you start== | ||
#<b>Have a cloud project</b> <br> <b>You cannot access a cloud without first having a cloud project.</b> If you don't already have a [[Managing_your_cloud_resources_with_OpenStack#Projects|cloud project]], see [[Cloud#Getting_a_cloud_project|Getting a cloud project]]. Once a cloud project is associated with your account, you will receive a confirmation email which will have important details you will need to access your project and get started with the cloud. Make sure you have this confirmation email ready. | #<b>Have a cloud project</b> <br> <b>You cannot access a cloud without first having a cloud project.</b> If you don't already have a [[Managing_your_cloud_resources_with_OpenStack#Projects|cloud project]], see [[Cloud#Getting_a_cloud_project|Getting a cloud project]]. Once a cloud project is associated with your account, you will receive a confirmation email which will have important details you will need to access your project and get started with the cloud. Make sure you have this confirmation email ready. | ||
#<b>Have a compatible browser</b> <br> The web interface for accessing your cloud project works well with both the [https://www.mozilla.org/en-US/firefox/new/ Firefox] and [https://www.google.com/chrome/ Chrome] web browsers. Other browsers may also work, however some have shown the error message <code>Danger: There was an error submitting the form. Please try again.</code> which suggests that your browser is not supported by our system. This error message was noticed with certain versions of the Safari web browser on Macs; upgrading Safari may help, but we recommend that you use [https://www.mozilla.org/en-US/firefox/new/ Firefox] or [https://www.google.com/chrome/ Chrome]. If you are still having issues, email [[technical support]]. | #<b>Have a compatible browser</b> <br> The web interface for accessing your cloud project works well with both the [https://www.mozilla.org/en-US/firefox/new/ Firefox] and [https://www.google.com/chrome/ Chrome] web browsers. Other browsers may also work, however some have shown the error message <code>Danger: There was an error submitting the form. Please try again.</code> which suggests that your browser is not supported by our system. This error message was noticed with certain versions of the Safari web browser on Macs; upgrading Safari may help, but we recommend that you use [https://www.mozilla.org/en-US/firefox/new/ Firefox] or [https://www.google.com/chrome/ Chrome]. If you are still having issues, email [[technical support]]. | ||
=Creating your first virtual machine= | ==Creating your first virtual machine== | ||
Your project will allow you to create virtual machines (also referred to as <i>instances</i> or <i>VMs</i>) stored on the cloud, which you can access from your personal computer using our web interface. | Your project will allow you to create virtual machines (also referred to as <i>instances</i> or <i>VMs</i>) stored on the cloud, which you can access from your personal computer using our web interface. | ||
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__TOC__ | __TOC__ | ||
==SSH key pair== | ===SSH key pair=== | ||
When you create a virtual machine, password authentication is disabled for security reasons. | When you create a virtual machine, password authentication is disabled for security reasons. | ||
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[[File:Import key pair 3.png|500px|thumb|Importing an existing key pair (Click for larger image)]] | [[File:Import key pair 3.png|500px|thumb|Importing an existing key pair (Click for larger image)]] | ||
===Importing an existing key pair=== | ====Importing an existing key pair==== | ||
#On the OpenStack left menu, select <i>Compute->Key Pairs</i>. | #On the OpenStack left menu, select <i>Compute->Key Pairs</i>. | ||
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<br /><br /><br /><br /><br /><br /> | <br /><br /><br /><br /><br /><br /> | ||
==Launching a VM== | ===Launching a VM=== | ||
To create a virtual machine, select <i>Compute->Instances</i> on the left menu, then click on the <i>Launch Instance</i> button. | To create a virtual machine, select <i>Compute->Instances</i> on the left menu, then click on the <i>Launch Instance</i> button. | ||
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#<i>Flavor</i> | #<i>Flavor</i> | ||
#*<i>Allocated</i> and <i>Available</i> lists: The flavor determines what type of hardware is used for your VM, which determines how much memory and processing capabilities it has. The <i>Available</i> list shows all the flavors available for your chosen boot image. Click on the > icon at the far left of a row to see how that particular flavor matches up with what you have been allocated for your project. If there is an alert icon on one of the specifications, that means that your project doesn't have enough of that resource to support that flavor. Choose a flavor that your project can support (i.e. doesn't issue an alert) and click on the upwards arrow on the far right of that row. That flavor should now show up in the <i>Allocated</i> list. For more details, see [[Virtual machine flavors]]. <br /><br /><br /><br /><br /><br /><br /><br /> | #*<i>Allocated</i> and <i>Available</i> lists: The flavor determines what type of hardware is used for your VM, which determines how much memory and processing capabilities it has. The <i>Available</i> list shows all the flavors available for your chosen boot image. Click on the > icon at the far left of a row to see how that particular flavor matches up with what you have been allocated for your project. If there is an alert icon on one of the specifications, that means that your project doesn't have enough of that resource to support that flavor. Choose a flavor that your project can support (i.e. doesn't issue an alert) and click on the upwards arrow on the far right of that row. That flavor should now show up in the <i>Allocated</i> list. For more details, see [[Virtual machine flavors]]. <br /><br /><br /><br /><br /><br /><br /><br /> | ||
#<i>Networks:</i> Do not change this | #<i>Networks:</i> Do not change this unless required. On Arbutus, select your project network by default (starting with <i>def-project-name</i>).[[File:Security groups.png|500px|thumb]] | ||
#<i>Network Ports:</i> Do not change this now. <br /><br /><br /><br /><br /> | #<i>Network Ports:</i> Do not change this now. <br /><br /><br /><br /><br /> | ||
#<i>Security Groups:</i> The default security group should be in the <i>Allocated</i> list. If it is not, move it from <i>Available</i> to <i>Allocated</i> using the upwards arrow located on the far right of the group's row. For more information see [[Managing_your_cloud_resources_with_OpenStack#Security_Groups|Security Groups]].[[File:Key pair tab.png|500px|thumb]]<br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /> | #<i>Security Groups:</i> The default security group should be in the <i>Allocated</i> list. If it is not, move it from <i>Available</i> to <i>Allocated</i> using the upwards arrow located on the far right of the group's row. For more information see [[Managing_your_cloud_resources_with_OpenStack#Security_Groups|Security Groups]].[[File:Key pair tab.png|500px|thumb]]<br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /> | ||
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Once you have reviewed all the options and defined your virtual machine, click on the <i>Launch Instance</i> button and your virtual machine will be created. The list of instances will be displayed and the <i>Task</i>' field will show the current task for the VM; it will likely be <i>Spawning</i> initially. Once the VM has spawned, it will have the power state of <i>Running</i>; this may take a few minutes. | Once you have reviewed all the options and defined your virtual machine, click on the <i>Launch Instance</i> button and your virtual machine will be created. The list of instances will be displayed and the <i>Task</i>' field will show the current task for the VM; it will likely be <i>Spawning</i> initially. Once the VM has spawned, it will have the power state of <i>Running</i>; this may take a few minutes. | ||
==Network settings== | ===Network settings=== | ||
[[File:Manage-Floating-IP-Associations-Form.png|400px|thumb| Manage Floating IP (Click for larger image)]] | [[File:Manage-Floating-IP-Associations-Form.png|400px|thumb| Manage Floating IP (Click for larger image)]] | ||
[[File:Add-Rule-Form.png|400px|thumb| Add Rule (Click for larger image)]] | [[File:Add-Rule-Form.png|400px|thumb| Add Rule (Click for larger image)]] | ||
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#*It can be helpful to add a description about what a security rule is for (e.g. home or office). That way you will know which rule is no longer needed if you want to add a new rule while connecting, for example, from home. | #*It can be helpful to add a description about what a security rule is for (e.g. home or office). That way you will know which rule is no longer needed if you want to add a new rule while connecting, for example, from home. | ||
==Connecting to your VM with SSH== | ===Connecting to your VM with SSH=== | ||
In the first step of this quick guide you saved a private key to your computer. Make sure you remember where you saved it because you will need it to connect to your VM. You will also need to remember which type of image you used (Ubuntu, Fedora, etc.) and which public IP address is associated with your VM. | In the first step of this quick guide you saved a private key to your computer. Make sure you remember where you saved it because you will need it to connect to your VM. You will also need to remember which type of image you used (Ubuntu, Fedora, etc.) and which public IP address is associated with your VM. | ||
==Connecting from a Linux or Mac machine== | ===Connecting from a Linux or Mac machine=== | ||
If the computer you are using to connect to your VM has a Linux or Mac operating system, use the following instructions to connect to your VM. Otherwise skip down to the next section to connect with a Windows computer.</br></br> | If the computer you are using to connect to your VM has a Linux or Mac operating system, use the following instructions to connect to your VM. Otherwise skip down to the next section to connect with a Windows computer.</br></br> | ||
Open a terminal and input the following command: | Open a terminal and input the following command: | ||
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These default users have full sudo privileges. Connecting directly to the root account via SSH is disabled. | These default users have full sudo privileges. Connecting directly to the root account via SSH is disabled. | ||
==Connecting from a Windows machine== | ===Connecting from a Windows machine=== | ||
[[File:MobaXterm basic.png|400px|thumb| Creating an SSH session (Click for larger image)]] | [[File:MobaXterm basic.png|400px|thumb| Creating an SSH session (Click for larger image)]] | ||
If you want to use a Windows computer to connect to your VM, you will need to have an interface application to handle the SSH connection. We recommend <b>MobaXTerm</b>, and will show the instructions for connecting with MobaXTerm below. If you want to connect using PuTTY instead, see [[Connecting with PuTTY]]. | If you want to use a Windows computer to connect to your VM, you will need to have an interface application to handle the SSH connection. We recommend <b>MobaXTerm</b>, and will show the instructions for connecting with MobaXTerm below. If you want to connect using PuTTY instead, see [[Connecting with PuTTY]]. | ||
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[[File:MobaXterm connected.png|400px|thumb| Connected to a remote host (Click for larger image)]] <br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /> | [[File:MobaXterm connected.png|400px|thumb| Connected to a remote host (Click for larger image)]] <br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br /> | ||
=Where to go from here= | ==Where to go from here== | ||
* Learn about using the [[Linux_introduction|Linux command line]] in your VM | * Learn about using the [[Linux_introduction|Linux command line]] in your VM | ||
* Learn about [[security considerations when running a VM]] | * Learn about [[security considerations when running a VM]] | ||
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__TOC__ | __TOC__ | ||
=Request access to a Windows image= | ==Request access to a Windows image== | ||
To create a Windows VM on one of our clouds you must first request access to a Windows image by emailing [[technical support]]. | To create a Windows VM on one of our clouds you must first request access to a Windows image by emailing [[technical support]]. | ||
You will be provided access to a Windows Server 2012 Evaluation image and a username to use when connecting. The evaluation period is 180 days. It may be possible to apply a Windows license to a running VM created from this evaluation image, however we do not provide these licenses. | You will be provided access to a Windows Server 2012 Evaluation image and a username to use when connecting. The evaluation period is 180 days. It may be possible to apply a Windows license to a running VM created from this evaluation image, however we do not provide these licenses. | ||
=SSH key pair= | ==SSH key pair== | ||
[[File:Create-Key-Pair-Form.png|400px|thumb| Create key pair (Click for larger image)]] | [[File:Create-Key-Pair-Form.png|400px|thumb| Create key pair (Click for larger image)]] | ||
Windows VMs encrypt the administrative account password with a public key. The matching private key decrypts the password. | Windows VMs encrypt the administrative account password with a public key. The matching private key decrypts the password. | ||
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If you would like to use an existing key pair with your Windows VM see the [[Creating a Windows VM#Comments on key pairs|comments on key pairs]] below. | If you would like to use an existing key pair with your Windows VM see the [[Creating a Windows VM#Comments on key pairs|comments on key pairs]] below. | ||
=Launching a VM= | ==Launching a VM== | ||
[[File:Windows-launch-instance.png|400px|thumb| Launch Instance (Click for larger image)]] | [[File:Windows-launch-instance.png|400px|thumb| Launch Instance (Click for larger image)]] | ||
To create a virtual machine, click on the ''Instances'' menu item on the left, then click on [[File:Launch-Instance-Button.png]] | To create a virtual machine, click on the ''Instances'' menu item on the left, then click on [[File:Launch-Instance-Button.png]] | ||
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Once you have reviewed all the tabs and defined your virtual machine, click on the Launch button and your virtual machine will be created. The Instances list will be displayed and the Task field will show the current task for the VM; it will likely be "Block Device Mapping" initially. Once the VM has spawned and beginning to boot, it will have the Power State of "Running". It will likely take 10+ minutes to finish creating the volume and coping the image to it before beginning to boot. | Once you have reviewed all the tabs and defined your virtual machine, click on the Launch button and your virtual machine will be created. The Instances list will be displayed and the Task field will show the current task for the VM; it will likely be "Block Device Mapping" initially. Once the VM has spawned and beginning to boot, it will have the Power State of "Running". It will likely take 10+ minutes to finish creating the volume and coping the image to it before beginning to boot. | ||
=Locality settings and license agreement= | ==Locality settings and license agreement== | ||
[[File:Windows-VM-Settings.png|400px|thumb| Locality Settings (Click for larger image)]] | [[File:Windows-VM-Settings.png|400px|thumb| Locality Settings (Click for larger image)]] | ||
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At this point your VM will restart. Once it finishes restarting the ''Console'' will display a sign in screen with the current (UTC) time and date. | At this point your VM will restart. Once it finishes restarting the ''Console'' will display a sign in screen with the current (UTC) time and date. | ||
=Network= | ==Network== | ||
[[File:Manage-Floating-IP-Associations-Form.png|400px|thumb| Manage Floating IP (Click for larger image)]] | [[File:Manage-Floating-IP-Associations-Form.png|400px|thumb| Manage Floating IP (Click for larger image)]] | ||
[[File:Add-Rule-Form-RDP.png|400px|thumb| Add RDP Rule (Click for larger image)]] | [[File:Add-Rule-Form-RDP.png|400px|thumb| Add RDP Rule (Click for larger image)]] | ||
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#Finally, click the ''Add'' button. | #Finally, click the ''Add'' button. | ||
=Remote desktop connection= | ==Remote desktop connection== | ||
[[File:Retrieve-instance-password.png|400px|thumb| Retrieving Windows instance password (Click for larger image)]] | [[File:Retrieve-instance-password.png|400px|thumb| Retrieving Windows instance password (Click for larger image)]] | ||
[[File:Remote-Desktop-Connection-windows.png|400px|thumb| Remote desktop client in Windows (Click for larger image)]] | [[File:Remote-Desktop-Connection-windows.png|400px|thumb| Remote desktop client in Windows (Click for larger image)]] | ||
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'''TODO:''' Anyone with a Mac want to write up this section? | '''TODO:''' Anyone with a Mac want to write up this section? | ||
=License information= | ==License information== | ||
'''TODO''': need to provide information which would be helpful for users to know what path to take to get a license. Should cover things like: | '''TODO''': need to provide information which would be helpful for users to know what path to take to get a license. Should cover things like: | ||
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* How to apply it to a new VM (if that is different than above bullet item) | * How to apply it to a new VM (if that is different than above bullet item) | ||
=Comments on key pairs= | ==Comments on key pairs== | ||
There are a couple different formats for key files and you can also choose to protect your private keys with passphrases or not. In order to be able to decrypt the Windows VM password your private key must be in OpenSSH format and not have a passphrase. If you created your key pair with OpenStack and downloaded the <code>.pem</code> key file it will already be in the correct format. If you used the [[Using_SSH_keys_in_Linux|<code>ssh-keygen</code> command]] to create your key pair and didn't specify a passphrase it will also likely be in the correct format. For more general information about key pairs see the [[SSH Keys]] page. | There are a couple different formats for key files and you can also choose to protect your private keys with passphrases or not. In order to be able to decrypt the Windows VM password your private key must be in OpenSSH format and not have a passphrase. If you created your key pair with OpenStack and downloaded the <code>.pem</code> key file it will already be in the correct format. If you used the [[Using_SSH_keys_in_Linux|<code>ssh-keygen</code> command]] to create your key pair and didn't specify a passphrase it will also likely be in the correct format. For more general information about key pairs see the [[SSH Keys]] page. | ||
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---- END SSH2 ENCRYPTED PRIVATE KEY ---- | ---- END SSH2 ENCRYPTED PRIVATE KEY ---- | ||
=Where to go from here= | ==Where to go from here== | ||
* learn about [[security considerations when running a VM]] | * learn about [[security considerations when running a VM]] | ||
* learn about [[Creating a Linux VM|creating a Linux VM]] | * learn about [[Creating a Linux VM|creating a Linux VM]] |