Prerequisites for Openstack Cloud Scaling

Components that are necessary for OpenStack cloud scaling.

Before scaling, the following prerequisites must be met:
  1. A virtual network must be created. For more information see Create and manage networks.
    1. A subnet must be created for this network. The subnet’s ID is a value that is required to be entered for cloud scaling.
    2. If you want the cloud nodes to be accessible from public networks, create a router for this network. Add a gateway interface and attach it to the subnet. Use floating IP addresses for accessing the instance from public networks. For more information about floating IPs see Openstack External Network Settings Example.
  2. A security group must be created. Either create a new security group or use the default security group. The security group’s ID is necessary to create a bursting scenario. For more information see Configure access and security for instances.
    1. Add any inbound/outbound security rules necessary for the security group.
  3. An OS image is necessary to launch a cloud instance. For more information see OpenStack Virtual Machine Image Guide. The OS image ID is necessary for creating a cloud bursting scenario.

Create an OS Image

If your site has not created an OS image for launching cloud instances, there are several options. You can create the image manually on your own system and then upload the image to your cloud. For more information see Create images manually.

A second option is to create and configure a virtual machine and then create a snapshot:
  1. Create a virtual machine. For more information see Launch and manage instances.
    1. Attach the virtual network to the virtual machine.
    2. Assign the security group to the virtual machine.
  2. SSH into the virtual machine. For more information see Connect to your instance by using SSH.
    1. Install the workload manager execution host (for example, MoM for PBS).
    2. Configure the virtual machine for your site's environment such as mounting file systems, connecting it to the authentication service, installing any applications, etc.
    3. Install cloud-init.
    4. Connect the virtual machine to your workload manager server and submit a job to ensure it is working as expected.
  3. Create a snapshot of the virtual machine. For more information see Create an instance snapshot.
    Note: Before taking the snapshot, clear user data such as home folders and remove cloud-init logs and artifacts by using the cloud-init clean command.