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The Cloud Specialists
CloudStack	Upgrades	Best	Practices
Dag	Sonstebo
Cloud	Architect	
dag.sonstebo@shapeblue.com
Twitter:	@dagsonstebo
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
A b o u t M e
• Cloud Architect @ ShapeBlue
• Background:
• Cloud	and	virtualization	architect	with	19	
years	experience	from	the	service	provider,	
financial	and	manufacturing	industries.
• Specialize	in:
• Cloud	infrastructure	architecture	and	
engineering.
• Virtualization	- VMware	vSphere,	Citrix	
XenServer,	KVM.
• Automation	and	configuration	management.
C l i c k t o e d i t
The Cloud Specialists ShapeBlue.com @ShapeBlue
“ShapeBlue are expert builders of public & private
clouds. They are the leading global CloudStack
services company.”
A b o u t S h a p e B l u e
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
S h a p e B l u e c u s t o m e r s
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
S h a p e B l u e c u s t o m e r s
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
S h a p e B l u e c u s t o m e r s
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Upgrading CloudStack
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Upgrades - general advice
• 5p’s – proper planning prevents poor performance.
• Divide and conquer – don’t plan too many changes at the same time.
• Do as much work as possible in advance:
• Prepare	all	builds.
• Upgrade	hypervisors	if	required.
• Ensure	system	VM	templates	are	uploaded.
• RTFM!
• Ensure infrastructure is healthy.
• Keep your users informed – and disable their access until upgraded systems healthy.
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Planning - customer impact
• CloudStack GUI and API will be offline during the
upgrade.
• All VMs continue to run.
• Virtual Routers
• Will	continue	to	function	post	upgrade,	but	can	not	be	changed…
• To	upgrade	these	they	need	to	be	restarted
• System VMs: are offline with the GUI, also need restarted.
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Lab Upgrade Testing
• Production equivalent lab upgrade test – try to match:
• Hardware
• OS	and	S/W	versions
• Storage	– at	least	protocol
• Prepare:
• VMs	with	production	type	workloads
• Guest	VMs	with	similar	networking	models	utilised and	disks	
attached.
• Post upgrade tests:
• Functional,	regression	and	user	acceptance	tests.
• User	actions
• VM,	network	and	storage	lifecycle	actions
• Don’t forget your integrated systems!
• Rinse and repeat….
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Production DB upgrade test
• Warning: carry out in a network isolated location!
• Single upgraded CS server with MySQL installed.
• Import production DB, then:
• Cloudstack-setup-databases
• Cloudstack-setup-management
• Troubleshoot and fix MySQL upgrade problems,
document for production run.
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Strategy – parallel builds
• Standard in-place upgrade works well, but:
• Doesn’t	allow	for	technology	refresh.
• Rollbacks	are	trickier	and	involves	snapshots,	backup	
restores	as	well	as	loss	of	logs.
• Overall	higher	risk.
• Building a parallel upgrade infrastructure has
some benefits:
• Old	CS	management	servers	can	simply	be	disabled.
• Upgrade	done	on	brand	new	VMs	/	servers	built	in	
advance.
• Rollbacks	are	much	simpler	– switch	off	new	servers,	
switch	old	ones	back	on.
• The	cost	of	this	is	minimal,	but	it	does	mean	a	few	extra	
steps.
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Strategy – parallel builds
• Management server builds
• Do	not	seed	system	VM	template
• Do	not	carry	out	cloudstack-setup-databases
• Do	not	run	cloudstack-setup-management
• MySQL
• Ensure	all	permissions	used	in	your	existing	MySQL	
servers	is	replicated	on	the	new	ones.
• Create	new	empty	databases
• Configure	master-slave	and	ensure	the	empty	
databases	are	replicated.
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Agent upgrades
• Vmware:
• Minor	– but	watch	out	for	password	updates.
• XenServer:
• Minor	- watch	out	for	changes	to	vhd-utils and	scripts.
• KVM:
• Only	hypervisor	which	requires	agent	update.
• If	large	number	of	nodes	– automate!
• Test	automation	well	in	advance.
• Remember	to	automate	backup,	upgrade	and	rollback!
• Use	e.g.	Ansible,	Puppet	or	Chef.
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Sacrificial infrastructure
• Optional - plan and prepare sacrificial infrastructure:
• For	any	hypervisor	where	agent	upgrade	is	required	,	i.e.	KVM.	It	is	
easier	to	roll	back	a	subset	of	KVM	hosts	rather	than	your	whole	
infrastructure.
• Create	test	cases	which	won’t	impact	end	users:
• Accounts
• VMs
• Networks	– with	every	service	offering	you	may	use.
• These	can	be	used	for	the	initial	testing	before	decision	is	made	to	
especially	do	VR	restarts	for	all	end	users.
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
U p g r a d e P r o c e s s u s i n g p a r a l l e l b u i l d s
Step	0
RTFM!
Build	parallel	
upgrade	
infrastructure
Upload	System	
VM	templates
Step	1
Confirm	system	
VM	templates	
in	place
Step	2
Stop	and	
disable	existing	
CloudStack	
management	
services
Step	3
Back	up	all	
your	existing	
databases.
Disable	MySQL	
on	the	original	
DB	servers
Step	4
Copy	and	
import	the	
databases	to	
the	new	
MySQL	master	
server.
Step	5
Update	
the	
"host"	
global	
setting
Step	6
Upgrade	
hypervisor
s
Step	7	Configure	
and	start	
first	
managem
ent	server
Step	8	
Monitor	
startup
Ensure	all	
HV	check	
in	– esp.	
KVM!
Step	9
Restart	
CPVM	
then	
SSVM.
Restart	
VRs
Step	10
Configure	
and	start	
additional	
mgmt
servers
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Rollback
• Only roll back when all other options exhausted!
• All changes since upgrade will be lost – take timing
and customer access into account.
Step	1
Disable	new	CS	
mgmt servers
Disable	new	DB	
servers
Step	2
On	hypervisor	
infrastructure	
remove	all	VMs	
created	since	
upgrade
Step	3
Enable	and	start	
the	original		
MySQL	servers
Enable	and	start	
the	original	
CloudStack	mgmt.	
servers
Step	4
Restart	system	
VMs	and	VRs	if	
they	don't	auto	
start
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
Questions?
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
B y t h e w a y … .
• Next CloudStack European User Group:
Wednesday,	April	12	@	Interoute Prague
Interoute Czech	s.r.o.	Siemensova Street	2717/4,	Prague	5,	155	
00,	Czech	Republic
https://www.eventbrite.co.uk/e/cloudstack-european-user-
group-tickets-32354983627?aff=es2
C l i c k t o e d i t
The Cloud Specialists
ShapeBlue.com @ShapeBlue
M o r e i n f o r m a t i o n
• Slide deck: http://www.slideshare.net/shapeblue
• Blog: http://shapeblue.com/blog
http://dsonstebo.wordpress.com
• Email: dag.sonstebo@shapeblue.com
• Twitter: @dagsonstebo
• Web: http://shapeblue.com
The Cloud Specialists
CloudStack	Upgrades	Best	
Practices
Dag	Sonstebo
Cloud	Architect	
dag.sonstebo@shapeblue.com
Twitter:	@dagsonstebo

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CloudStack upgrade best practices - Dag Sonstebo

  • 2. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue A b o u t M e • Cloud Architect @ ShapeBlue • Background: • Cloud and virtualization architect with 19 years experience from the service provider, financial and manufacturing industries. • Specialize in: • Cloud infrastructure architecture and engineering. • Virtualization - VMware vSphere, Citrix XenServer, KVM. • Automation and configuration management.
  • 3. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue “ShapeBlue are expert builders of public & private clouds. They are the leading global CloudStack services company.” A b o u t S h a p e B l u e
  • 4. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue S h a p e B l u e c u s t o m e r s
  • 5. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue S h a p e B l u e c u s t o m e r s
  • 6. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue S h a p e B l u e c u s t o m e r s
  • 7. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Upgrading CloudStack
  • 8. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Upgrades - general advice • 5p’s – proper planning prevents poor performance. • Divide and conquer – don’t plan too many changes at the same time. • Do as much work as possible in advance: • Prepare all builds. • Upgrade hypervisors if required. • Ensure system VM templates are uploaded. • RTFM! • Ensure infrastructure is healthy. • Keep your users informed – and disable their access until upgraded systems healthy.
  • 9. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Planning - customer impact • CloudStack GUI and API will be offline during the upgrade. • All VMs continue to run. • Virtual Routers • Will continue to function post upgrade, but can not be changed… • To upgrade these they need to be restarted • System VMs: are offline with the GUI, also need restarted.
  • 10. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Lab Upgrade Testing • Production equivalent lab upgrade test – try to match: • Hardware • OS and S/W versions • Storage – at least protocol • Prepare: • VMs with production type workloads • Guest VMs with similar networking models utilised and disks attached. • Post upgrade tests: • Functional, regression and user acceptance tests. • User actions • VM, network and storage lifecycle actions • Don’t forget your integrated systems! • Rinse and repeat….
  • 11. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Production DB upgrade test • Warning: carry out in a network isolated location! • Single upgraded CS server with MySQL installed. • Import production DB, then: • Cloudstack-setup-databases • Cloudstack-setup-management • Troubleshoot and fix MySQL upgrade problems, document for production run.
  • 12. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Strategy – parallel builds • Standard in-place upgrade works well, but: • Doesn’t allow for technology refresh. • Rollbacks are trickier and involves snapshots, backup restores as well as loss of logs. • Overall higher risk. • Building a parallel upgrade infrastructure has some benefits: • Old CS management servers can simply be disabled. • Upgrade done on brand new VMs / servers built in advance. • Rollbacks are much simpler – switch off new servers, switch old ones back on. • The cost of this is minimal, but it does mean a few extra steps.
  • 13. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Strategy – parallel builds • Management server builds • Do not seed system VM template • Do not carry out cloudstack-setup-databases • Do not run cloudstack-setup-management • MySQL • Ensure all permissions used in your existing MySQL servers is replicated on the new ones. • Create new empty databases • Configure master-slave and ensure the empty databases are replicated.
  • 14. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Agent upgrades • Vmware: • Minor – but watch out for password updates. • XenServer: • Minor - watch out for changes to vhd-utils and scripts. • KVM: • Only hypervisor which requires agent update. • If large number of nodes – automate! • Test automation well in advance. • Remember to automate backup, upgrade and rollback! • Use e.g. Ansible, Puppet or Chef.
  • 15. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Sacrificial infrastructure • Optional - plan and prepare sacrificial infrastructure: • For any hypervisor where agent upgrade is required , i.e. KVM. It is easier to roll back a subset of KVM hosts rather than your whole infrastructure. • Create test cases which won’t impact end users: • Accounts • VMs • Networks – with every service offering you may use. • These can be used for the initial testing before decision is made to especially do VR restarts for all end users.
  • 16. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue U p g r a d e P r o c e s s u s i n g p a r a l l e l b u i l d s Step 0 RTFM! Build parallel upgrade infrastructure Upload System VM templates Step 1 Confirm system VM templates in place Step 2 Stop and disable existing CloudStack management services Step 3 Back up all your existing databases. Disable MySQL on the original DB servers Step 4 Copy and import the databases to the new MySQL master server. Step 5 Update the "host" global setting Step 6 Upgrade hypervisor s Step 7 Configure and start first managem ent server Step 8 Monitor startup Ensure all HV check in – esp. KVM! Step 9 Restart CPVM then SSVM. Restart VRs Step 10 Configure and start additional mgmt servers
  • 17. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Rollback • Only roll back when all other options exhausted! • All changes since upgrade will be lost – take timing and customer access into account. Step 1 Disable new CS mgmt servers Disable new DB servers Step 2 On hypervisor infrastructure remove all VMs created since upgrade Step 3 Enable and start the original MySQL servers Enable and start the original CloudStack mgmt. servers Step 4 Restart system VMs and VRs if they don't auto start
  • 18. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue Questions?
  • 19. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue B y t h e w a y … . • Next CloudStack European User Group: Wednesday, April 12 @ Interoute Prague Interoute Czech s.r.o. Siemensova Street 2717/4, Prague 5, 155 00, Czech Republic https://www.eventbrite.co.uk/e/cloudstack-european-user- group-tickets-32354983627?aff=es2
  • 20. C l i c k t o e d i t The Cloud Specialists ShapeBlue.com @ShapeBlue M o r e i n f o r m a t i o n • Slide deck: http://www.slideshare.net/shapeblue • Blog: http://shapeblue.com/blog http://dsonstebo.wordpress.com • Email: dag.sonstebo@shapeblue.com • Twitter: @dagsonstebo • Web: http://shapeblue.com