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=Creating your first virtual machine=
=Creating your first virtual machine=
Your project will allow you to create virtual machines stored in 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 ''instances'' or ''VMs'') stored in the cloud, which you can access from your personal computer using our web interface.


# '''Log in to the cloud interface to access your project''' <br> The confirmation email you received includes a link to the cloud interface your project is associated with. Click on this link to open your project in your default web browser. If your default web browser is not compatible, open a compatible web browser and copy and paste the link address into the browser. If you know the name of your associated cloud, but don't have the login URL see [[Cloud#Using_the_Cloud|using the cloud]] for the list of cloud interface URLs at which you can login. Use your Compute Canada username (not your email address) and password to login.
# '''Log in to the cloud interface to access your project''' <br> The confirmation email you received includes a link to the cloud interface your project is associated with. Click on this link to open your project in your default web browser. If your default web browser is not compatible, open a compatible web browser and copy and paste the link address into the browser. If you know the name of your associated cloud, but don't have the login URL see [[Cloud#Using_the_Cloud|using the cloud]] for the list of cloud interface URLs at which you can login. Use your Compute Canada username (not your email address) and password to login.
#'''Check your OpenStack dashboard''' <br> After logging in to the Cloud interface (the platform is called ''OpenStack'') you will see a dashboard that shows an overview of all the resources available in your project. If you want to know more about navigating and understanding your OpenStack dashboard read the official [https://docs.openstack.org/horizon/latest/user/index.html OpenStack documentation].
#'''Check your OpenStack dashboard''' <br> After logging in to the cloud interface (the platform is called ''OpenStack'') you will see a dashboard that shows an overview of all the resources available in your project. If you want to know more about navigating and understanding your OpenStack dashboard read the official [https://docs.openstack.org/horizon/latest/user/index.html OpenStack documentation].


Below there are instructions starting a Windows VM or a Linux VM, depending on which tab you select. '''Remember this is the operating system for the virtual machine or 'instance' you are creating, not the operating system of the physical computer you are using to connect'''. It should be clear from your project pre-planning whether you will be using Linux or Windows for your VM operating system, but if you are unsure please email [mailto:cloud-support@computecanada.ca cloud support].
Below there are instructions on starting a Windows VM or a Linux VM, depending on which tab you select. '''Remember this is the operating system for the virtual machine or 'instance' you are creating, not the operating system of the physical computer you are using to connect'''. It should be clear from your project pre-planning whether you will be using Linux or Windows for your VM operating system, but if you are unsure please email [mailto:cloud-support@computecanada.ca cloud support].


<!--TODO: need to sort out how to move over the translations for Linux (I left the translation units intact) and Windows (had to remove because they had duplicate numbers).
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==SSH key pair==
==SSH key pair==


When you create a virtual machine (also referred to as an ''instance'' or a ''VM''), password authentication is disabled for security reasons.
When you create a virtual machine, password authentication is disabled for security reasons.


[[File:Import key pair 3.png|500px|thumb|Import Key Pair (Click for larger image)]]
[[File:Import key pair 3.png|500px|thumb|Importing an existing key pair (Click for larger image)]]
Instead OpenStack creates your VM with one SSH (secure shell) public key installed, and you can only log in using this SSH key pair. If you have used SSH keys before, the SSH public key can come from a key pair which you have already created on some other machine. In this case follow the instructions below for '''Importing an existing key pair'''. If you have not used SSH key pairs before, or don't currently have a pair you want to use, OpenStack can create a pair for you. In this case follow the instructions below for '''Creating a new key pair'''. For more information on creating and managing your key pairs see the [[SSH Keys/en|SSH Keys page]] in our wiki.
Instead, OpenStack creates your VM with one SSH (secure shell) public key installed, and you can only log in using this SSH key pair. If you have used SSH keys before, the SSH public key can come from a key pair which you have already created on some other machine. In this case follow the instructions below for '''Importing an existing key pair'''. If you have not used SSH key pairs before, or don't currently have a pair you want to use, OpenStack can create a pair for you. In this case follow the instructions below for '''Creating a new key pair'''. For more information on creating and managing your key pairs see the [[SSH Keys/en|SSH Keys page]] in our wiki.




===Importing an existing key pair===
===Importing an existing key pair===
#Click [[File:Import-Key-Pair-Button.png]]; the ''Import Key Pair'' window is displayed.
#On the OpenStack left menu, select ''Compute'' and ''Key Pairs''.
#Click on the ''Import Public Key'' button; the ''Import Public Key'' window is displayed.
#Name your key pair.
#Name your key pair.
#Paste your public key (only RSA type ssh keys are currently supported). <br/>Ensure your pasted public key contains no newline or space characters.
#Paste your public key (only RSA type ssh keys are currently supported). <br/>Ensure your pasted public key contains no newline or space characters.
#Click on the ''Import Public Key'' button.
#Click on the ''Import Public Key'' button.
[[File:Import key pair 2.png|500px|thumb|Create Key Pair (Click for larger image)]]
[[File:Import key pair 2.png|500px|thumb|Creating a new key pair (Click for larger image)]]


===Creating a new key pair===
===Creating a new key pair===
#Click on [[File:Create-Key-Pair-Button.png]]; the ''Create Key Pair'' window is displayed.
#On the OpenStack left menu, select ''Compute'' and ''Key Pairs''.
#Give your key pair a name so you can recognize the file when it saves to your computer, you can only use letters,numbers, spaces and dashes, no other special characters are permitted.
#Click on the ''+Create Key Pair'' button; the ''Create Key Pair'' window is displayed.
#Give your key pair a name so you can recognize the file when it saves to your computer, you can only use letters, numbers, spaces and dashes; no other special characters are permitted.
#Click on the ''Create Key Pair'' button.
#Click on the ''Create Key Pair'' button.
#The key pair file will download to your default download folder on your pc. It will have a .pem file extension on it. Make sure to save the file to your dekstop (or another easy access folder on your hard drive).
#The key pair file will download to your default download folder on your pc. It will have a .pem file extension on it. Make sure to save the file to your dekstop (or another easy access folder on your hard drive).
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==Launching a VM==
==Launching a VM==
To create a virtual machine, click on the ''Instances'' menu item on the left, then click on [[File:Launch-Instance-Button.png]] [[File:Details tab.png|500px|thumb]]
To create a virtual machine, click on ''Compute'' and  ''Instances'' on the left menu, then click on the ''Launch Instance'' button.


A form is displayed where you define your virtual machine. If you have a plan for the exact specifications your VM needs through your pre-planning, feel free to use those specifications. Otherwise, you can follow along with this example for a fairly generic easy to use Linux VM.
A form is displayed where you define your virtual machine. If you have a plan for the exact specifications your VM needs through your pre-planning, feel free to use those specifications. Otherwise, you can follow along with this example for a fairly generic easy way to use Linux VM.
After clicking '''Launch Instance''', you will be presented with a series of options:
The ''Launch Instance'' window has the following options:
#''Details''
#''Details''
#*''Instance Name'': Enter a name for your virtual machine. Do not include spaces or special characters in your instance name. For more details on naming rules see [https://en.wikipedia.org/wiki/Hostname restrictions on valid host names].
#*''Instance Name'': Enter a name for your virtual machine. Do not include spaces or special characters in your instance name. For more details on naming rules see [https://en.wikipedia.org/wiki/Hostname restrictions on valid host names].
#*''Availability Zone'': The default is '''Any Availability Zone'''; do not change this.   
#*''Description'': This field is optional.
#*''Instance Count'': This indicates the number of virtual machines to create. Unless you have specifically planned for multiple machines leave this set at 1.[[File:Source tab.png|500px|thumb]]<br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br />
#*''Availability Zone'': The default is ''Any Availability Zone''; do not change this.   
#*''Count'': This indicates the number of virtual machines to create. Unless you have specifically planned for multiple machines leave this set at 1.[[File:Source tab.png|500px|thumb]]<br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br />
#''Source''
#''Source''
#*''Select Boot Source'': Because it's your first VM choose '''Image''' as the boot source. For information about other options see our [[OpenStack#Booting_from_a_Volume|Booting From a Volume]] page.
#*''Select Boot Source'': Because it's your first VM select ''Image'' as the boot source. For information about other options see our [[OpenStack#Booting_from_a_Volume|Booting From a Volume]] page.
#*''Create New Volume'': Click '''Yes'''. This means your VM's data will be stored in the cloud volume (or persistent storage). For more information on Volume usage and management see our [[OpenStack#Working_with_Volumes|Working with Volumes]] page.
#*''Create New Volume'': Click ''Yes''; your VM's data will be stored in the cloud volume (or persistent storage). For more information on volume usage and management see our [[OpenStack#Working_with_Volumes|Working with Volumes]] page.
#*''Volume Size (GB)'': If you have a pre-planned volume size use that, otherwise 30 GB is reasonable for the operating system and some modest data needs. For more information on Volume usage and management see our [[OpenStack#Working_with_Volumes|Working with Volumes]] page.
#**''Volume Size (GB)'': If you have a pre-planned volume size use that, otherwise 30 GB is reasonable for the operating system and some modest data needs. For more information on volume usage and management see our [[OpenStack#Working_with_Volumes|Working with Volumes]] page.
#*''Delete Volume on Instance Delete''': Click '''No'''. This can help prevent your volume from being deleted accidentally, but if you are confident you always want your volume deleted when your instance is deleted click '''yes'''.
#**''Delete Volume on Instance Delete'': Click ''No'' to help prevent your volume from being deleted accidentally; however, if you are confident you always want your volume deleted when your instance is deleted click ''Yes''.
#*''Allocating an Available Image'': The list at the bottom of the window shows the '''available''' images your VM can boot. For a beginner on Linux we recommend the most recent '''Ubuntu''' image, but if you prefer one of the other Linux operating systems choose that. To select an image click the upwards pointing arrow on the far right of the row containing your desired image. That row should now show up in the '''Allocated''' list above. '''It is important for later to remember which image you chose''' (ex. ubuntu, fedora, etc.)[[File:Flavor tab.png|500px|thumb]] <br /><br /><br /><br /><br /><br /><br /><br /><br /><br />
#*''Allocating an Available Image'': The list at the bottom of the window shows the '''available''' images your VM can boot. For a beginner on Linux we recommend the most recent '''Ubuntu''' image, but if you prefer one of the other Linux operating systems choose that. To select an image click the upwards pointing arrow on the far right of the row containing your desired image. That row should now show up in the '''Allocated''' list above. '''It is important for later to remember which image you chose''' (ex. ubuntu, fedora, etc.)[[File:Flavor tab.png|500px|thumb]] <br /><br /><br /><br /><br /><br /><br /><br /><br /><br />
#''Flavor''  
#''Flavor''  
#*''Allocating an Available Flavor'': The flavor determines what type of hardware is used for your VM, which determines how much memory and processing capabilities it has. The '''Available''' list shows all the flavors available for your chosen boot image. Click the arrow on 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 (has no alerts), and click the upwards arrow on the far right of that row. That flavor should now show up in the '''Allocated''' list. For more details, see [[Virtual machine flavors]]. <br /><br /><br /><br /><br /><br /><br /><br />
#*''Allocated'' and ''Available'' lists: The flavor determines what type of hardware is used for your VM, which determines how much memory and processing capabilities it has. The ''Available'' list shows all the flavors available for your chosen boot image. Click the arrow on 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. issues no alerts), and click the upwards arrow on the far right of that row. That flavor should now show up in the ''Allocated'' list. For more details, see [[Virtual machine flavors]]. <br /><br /><br /><br /><br /><br /><br /><br />
#''Networks'': '''Do not change this now'''.[[File:Security groups.png|500px|thumb]]
#''Networks'': '''Do not change this now'''.[[File:Security groups.png|500px|thumb]]
#''Network Ports'':  '''Do not change this now'''. <br /><br /><br /><br /><br />
#''Network Ports'':  '''Do not change this now'''. <br /><br /><br /><br /><br />
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