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=Launching your first instance (VM)=
=Launching your first instance (VM)= <!--T:1-->
==Login to the East or West Cloud==
==Login to the East or West Cloud==
[[File:OpenStack-Dashboard-Compute-Overview.png|400px|thumb| OpenStack Dashboard, Compute Overview (Click for larger image)]]
[[File:OpenStack-Dashboard-Compute-Overview.png|400px|thumb| OpenStack Dashboard, Compute Overview (Click for larger image)]]
Go to [https://east.cloud.computecanada.ca https://east.cloud.computecanada.ca] or [https://west.cloud.computecanada.ca https://west.cloud.computecanada.ca] and enter your WestGrid credentials. After you have logged in, you are presented with the dashboard. From here you can see an overview of the resources you are using.  
Go to [https://east.cloud.computecanada.ca https://east.cloud.computecanada.ca] or [https://west.cloud.computecanada.ca https://west.cloud.computecanada.ca] and enter your WestGrid credentials. After you have logged in, you are presented with the dashboard. From here you can see an overview of the resources you are using.  


==SSH Key Pair==
==SSH Key Pair== <!--T:2-->
When you start a virtual machine (or "instance") there is no password for admin or root account on the VM, and no one can log in to it using a password. We do this for security reasons: You would not want a hacker to be able to access the brand new VM you just started using some default password. Therefore OpenStack will create your VM with one SSH public key installed, and you can only log in to it with that SSH key pair. You can either import an existing SSH key pair through OpenStack, or you can create a new pair.
When you start a virtual machine (or "instance") there is no password for admin or root account on the VM, and no one can log in to it using a password. We do this for security reasons: You would not want a hacker to be able to access the brand new VM you just started using some default password. Therefore OpenStack will create your VM with one SSH public key installed, and you can only log in to it with that SSH key pair. You can either import an existing SSH key pair through OpenStack, or you can create a new pair.
In order to manage your key pair, click on “Access & Security” from the left menu, then on the “Key Pairs” tab.
In order to manage your key pair, click on “Access & Security” from the left menu, then on the “Key Pairs” tab.


===Importing an Existing Key Pair===
===Importing an Existing Key Pair=== <!--T:3-->
[[File:Import-Key-Pair-Form.png|400px|thumb| Import key pair (Click for larger image)]]
[[File:Import-Key-Pair-Form.png|400px|thumb| Import key pair (Click for larger image)]]
#Click [[File:Import-Key-Pair-Button.png]]
#Click [[File:Import-Key-Pair-Button.png]]
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##Click on the blue Import Key Pair button.
##Click on the blue Import Key Pair button.


===Creating a New Key Pair===
===Creating a New Key Pair=== <!--T:4-->
[[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)]]
#Click [[File:Create-Key-Pair-Button.png]]
#Click [[File:Create-Key-Pair-Button.png]]
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##Save the <key name>.pem on your disk.
##Save the <key name>.pem on your disk.


<!--T:5-->
On UNIX hosts, you will need to <code>chmod 400 <key name>.pem</code> in order to connect later on. This needs to be done on your machine, not the VM. In windows to use the key downloaded from OpenStack with PuTTY or MobaXterm you need to convert it to a format they understand steps to do this are given on the [[Generating ssh keys in Windows#Converting an OpenStack Key]] page.
On UNIX hosts, you will need to <code>chmod 400 <key name>.pem</code> in order to connect later on. This needs to be done on your machine, not the VM. In windows to use the key downloaded from OpenStack with PuTTY or MobaXterm you need to convert it to a format they understand steps to do this are given on the [[Generating ssh keys in Windows#Converting an OpenStack Key]] page.


==Launching a VM==
==Launching a VM== <!--T:6-->
[[File:Launch-Instance-Form.png|400px|thumb| Launch Instance (Click for larger image)]]
[[File:Launch-Instance-Form.png|400px|thumb| Launch Instance (Click for larger image)]]
To launch an instance, click on the Instances menu on the left, then click [[File:Launch-Instance-Button.png]]
To launch an instance, click on the Instances menu on the left, then click [[File:Launch-Instance-Button.png]]


<!--T:7-->
You are now presented with a form to define your instance. For this walk-through, fill in the arbitrary values described below.
You are now presented with a form to define your instance. For this walk-through, fill in the arbitrary values described below.
*Details tab
*Details tab
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*Advanced Options tab<br/>Leave Disk Partition on "Automatic" for now.
*Advanced Options tab<br/>Leave Disk Partition on "Automatic" for now.


<!--T:8-->
Once you have reviewed all the tabs and defined your instance, click on the blue Launch button and your instance will be created. The Instances list will appear, and the Status field will change, reflecting the different tasks that have to happen until it is running. It may take a few minutes for your instance to start, depending on a variety of factors.
Once you have reviewed all the tabs and defined your instance, click on the blue Launch button and your instance will be created. The Instances list will appear, and the Status field will change, reflecting the different tasks that have to happen until it is running. It may take a few minutes for your instance to start, depending on a variety of factors.


<!--T:9-->
Note: When creating a persistent service, we recommend that you boot your instance from a volume.  See [[Persistent Services In The Cloud]].
Note: When creating a persistent service, we recommend that you boot your instance from a volume.  See [[Persistent Services In The Cloud]].


==Network==
==Network== <!--T:10-->


===Private IP===
===Private IP=== <!--T:11-->
On the Instance list, you will see the IP addresses to which your instance is linked. By default a network on <code>192.168.X.0</code> is created for your tenant (also referred to as a "project" on the OpenStack dashboard). You can see the private IP your instance has on the Instance list screen. You can use this IP to communicate with other instances you have started on the same cloud.
On the Instance list, you will see the IP addresses to which your instance is linked. By default a network on <code>192.168.X.0</code> is created for your tenant (also referred to as a "project" on the OpenStack dashboard). You can see the private IP your instance has on the Instance list screen. You can use this IP to communicate with other instances you have started on the same cloud.


===Public IP (Assign a public IP)===
===Public IP (Assign a public IP)=== <!--T:12-->
To assign a public IP, you need to select “Associate Floating IP” from the More button of the Actions column of the Instances list. If this is your first time through this Quick Start Guide, your tenant hasn't been assigned any external IP addresses yet. You need to click on the “+” sign to bring up the "Allocate Floating IP" dialogue box. There is only one pool of public addresses, so the correct Pool will already be selected. You simply click on the blue Allocate IP button. You will be returned to the "Manage Floating IP Associations" screen, the IP Address field should be populated, and the port to which it should be [https://en.wikipedia.org/wiki/Network_address_translation NATted] should
To assign a public IP, you need to select “Associate Floating IP” from the More button of the Actions column of the Instances list. If this is your first time through this Quick Start Guide, your tenant hasn't been assigned any external IP addresses yet. You need to click on the “+” sign to bring up the "Allocate Floating IP" dialogue box. There is only one pool of public addresses, so the correct Pool will already be selected. You simply click on the blue Allocate IP button. You will be returned to the "Manage Floating IP Associations" screen, the IP Address field should be populated, and the port to which it should be [https://en.wikipedia.org/wiki/Network_address_translation NATted] should
already be selected. Simply click on the blue Associate button.
already be selected. Simply click on the blue Associate button.


<!--T:13-->
[[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)]]


===Firewall, Add Rules to Allow SSH===
===Firewall, Add Rules to Allow SSH=== <!--T:14-->
In order to be able to connect to your instance via SSH, you will need to allow SSH to get through.
In order to be able to connect to your instance via SSH, you will need to allow SSH to get through.


<!--T:15-->
Go to “Access & Security”, in the “Security Groups” tab, then on the default row click [[File:Manage-Rules-Button.png]]
Go to “Access & Security”, in the “Security Groups” tab, then on the default row click [[File:Manage-Rules-Button.png]]


<!--T:16-->
On the next screen, click [[File:Add-Rule-Button.png]]
On the next screen, click [[File:Add-Rule-Button.png]]


<!--T:17-->
For SSH, there are already predefined rules. Simply select SSH in the Rules drop down menu, then under Remote, keep CIDR.
For SSH, there are already predefined rules. Simply select SSH in the Rules drop down menu, then under Remote, keep CIDR.


<!--T:18-->
If you know which address you are connecting from, type it in the CIDR text field; otherwise keep 0.0.0.0/0. This will allow the whole world to connect to your server via SSH.  
If you know which address you are connecting from, type it in the CIDR text field; otherwise keep 0.0.0.0/0. This will allow the whole world to connect to your server via SSH.  


<!--T:19-->
Finally, click the blue Add button.
Finally, click the blue Add button.


<!--T:20-->
[[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)]]


==Connecting To Your Instance With SSH.==
==Connecting To Your Instance With SSH.== <!--T:21-->
If you created a key pair on the first step, you will need to know where it is.   
If you created a key pair on the first step, you will need to know where it is.   


===If connecting from a Linux machine:===
===If connecting from a Linux machine:=== <!--T:22-->
{{Command| ssh -i /path/where/your/key/is/my_key.key username@<public IP of your server>}}
{{Command| ssh -i /path/where/your/key/is/my_key.key username@<public IP of your server>}}
Most common Linux distributions have standardized on the name of the distro as the username. To connect to the provided CentOS images, you would use:
Most common Linux distributions have standardized on the name of the distro as the username. To connect to the provided CentOS images, you would use:
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where <code><public IP of your server></code> is the public IP you set in the previous step ([[Cloud Quick Start#Public IP (Assign a public IP)]]). The username for Ubuntu instances is “ubuntu” and Debian instances have the “debian” username. By default the preconfigured cloud username will have full sudo privileges. The root account is normally disabled.
where <code><public IP of your server></code> is the public IP you set in the previous step ([[Cloud Quick Start#Public IP (Assign a public IP)]]). The username for Ubuntu instances is “ubuntu” and Debian instances have the “debian” username. By default the preconfigured cloud username will have full sudo privileges. The root account is normally disabled.


<!--T:23-->
You are now connected to your instance.
You are now connected to your instance.


=== If connecting from a windows machine===
=== If connecting from a windows machine=== <!--T:24-->
see [[Connecting with PuTTY]] or [[Connecting with MobaXTerm]]
see [[Connecting with PuTTY]] or [[Connecting with MobaXTerm]]


=Where To Go From Here=
=Where To Go From Here= <!--T:25-->
*Cloud-init: [https://cloudinit.readthedocs.org/en/latest/ https://cloudinit.readthedocs.org/en/latest/]
*Cloud-init: [https://cloudinit.readthedocs.org/en/latest/ https://cloudinit.readthedocs.org/en/latest/]
*Openstack upstream documentation: [http://docs.openstack.org/icehouse/ http://docs.openstack.org/icehouse/]
*Openstack upstream documentation: [http://docs.openstack.org/icehouse/ http://docs.openstack.org/icehouse/]
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