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How to install Flexiant Cloud Orchestrator

Before you start, please check you have done the following:

  • Ensured that your install hardware conforms to the requirements for a Hyper-V cluster (VLAN), and is ready for install, with the eth0 (primary network) device connected to your internet facing network.
  • Downloaded the ISO and written it onto a DVD or USB device using appropriate software.
  • Set the server to boot from DVD or USB as appropriate.
  • Registered on our web site (www.flexiant.com) and kept a copy of your username and password to hand.

The minimum hardware requirements stipulate that the server needs two NIC cards (eth0 and eth1). The first of these must have internet connectivity. Both should be plugged into a switch for install. A common source of install failures is installing on a machine that does not have 2 NIC cards, or does not have internet connectivity through eth0, or where both interfaces are not connected to a switch.

Do not start your installation until you have ensured each of the above items is complete. You are likely to have to restart the installation from scratch if you do not have them ready, which will waste your time.

After installing the software, you should not modify the operating system environment in any way. This includes but is not limited to:

  • Installing new packages.
  • Adding new users.
  • Modifying the contents of /etc/.
  • Changing the timezone.
  • Changing the locale or charset.
  • Changing the OS version.

1. Boot the server and choose your install type

Boot the server you will be using for the install from the DVD or USB memory stick.

You may need to configure your server's BIOS to boot from DVD or USB memory stick. Please refer to the server manufacturer's support materials for instructions on how to do this.

This will automatically start a pre-configured Ubuntu Installation, including our software. You should reach a menu like this:


The menu will give you a choice of:

  • A standard install of Flexiant Cloud Orchestrator
  • An 'expert mode' installation.

You should use the standard install unless you are having installation difficulties or have been advised to use the expert mode by our support team.

2. Choose your language

After selecting standard install, a screen like this will appear


Choose your preferred language. Now you will see a screen like this:

Select the location you are situated in.

3. Choosing your keyboard layout

Now a screen like this will appear: 

If you are using a standard keyboard, select “No” and proceed to the next screen.

Select the Origin of the keyboard.  Once selected you should see a screen similar to this:


Now select the keyboard layout which matches your keyboard.

4. Ensure networking is properly configured

DHCP

The installer will attempt to detect its IP configuration on its eth0 device via DHCP. If this succeeds, you will see a box like this:

If this process fails, you will be asked to specify the internet configuration manually.

Static IP

If you will be statically defining the IP then you can cancel the network detection step or wait for the DHCP check to fail. You will then see a box like this:

Enter the IP address you wish to use here and continue to the next screen.

Enter the Netmask for your subnet and continue to the next screen.

Enter the Gateway for your subnet here and then continue to the next screen.

Enter the name server(s) you wish to use for your install. These should be separated by spaces. Continue on to the next screen.

The final page is to enter your domain name.

5. Wait for the software install

The installer will then install the base Ubuntu Operating System, followed by the packages required for Flexiant Cloud Orchestrator.

During this you will be asked if you want to make any amendments to the configuration of Postfix, the e-mail service that will run on the platform. If you make any amendments, please ensure you configure these correctly as errors may prevent the platform from sending email notifications.

6. Retrieve your software licence

The server will then attempt to contact Flexiant's licence server to register your software. To perform this operation, the server must have functional internet connectivity. Specifically, it needs outbound IP connectivity on TCP port 443 (i.e. it needs to make a connection to a secure website). If connectivity does not work, the installer will ask you to remedy this.
You will then need to enter the username and password that you used to register on Flexiant's web site.
Select continue here.
You should enter the Username that was used when signing up to our website. Continue on to the next screen.

If you have more than one licence for Flexiant Cloud Orchestrator, you will now be prompted to pick which licence you wish to use for this installation. If you attempt to use a license for a version older than the version you are trying to install the following error will appear.

If you have a paid licence, you may also be offered the opportunity to install a free licence (for instance to run in a lab environment). Make sure you choose the correct licence.

If you have not already signed a licence agreement in respect of the licence that you chose, you will then be asked to agree to the license for Flexiant Cloud Orchestrator for that particular installation.

The install will fail if you do not accept this licence.

If your license is not tied to a specific hypervisor then you will be prompted to select which hypervisor to install as. For information about the various hypervisors, see Hypervisor Support.

You will need to reinstall the platform to change the hypervisor so make sure you set it correctly.


Select your preferred hypervisor using the arrow keys and press the Enter key.

7. Provide your username and password

You will then be asked for the initial username and password you wish to use to configure the platform. All Flexiant Cloud Orchestrator usernames are in the form of an e-mail address.

The username / password combination you use will work for all of the Flexiant Cloud Orchestrator control panels.

If you need to, you can log into the server at the UNIX login prompt using the username root and the password you specified.

These password details will be stored in plaintext so please use a throwaway password and change it once you have logged in.

Enter an email address you wish to use for your initial admin account and continue

Enter a throwaway password for your initial admin account. As this is stored in plaintext we do not recommend using your normal password. Now continue.

Confirm the password you entered previously.

Once you have set the username and password, the install will finish and the server will reboot.

8. Start configuring Flexiant Cloud Orchestrator

Once the server has rebooted, it will perform its final configuration and display a banner. This contains the URLs to login to the various interfaces using your web browser. The URLs are similar to this: https://192.200.0.2:1443/.

You should now log in at the console using the password supplied during installation and run an update of the base operating system. To do this, run the following command

aptitude update
run-parts -a stop --regex '^(extility|apache)' /etc/init.d
aptitude full-upgrade
shutdown -r now


At this point Flexiant Cloud Orchestrator is up and running. However, you still need to install and configure the components it will need to manage. For the next steps please see the Hyper-V cluster configuration guide.

Flexiant Cloud Orchestrator contains a remote support service that allows (with your permission) Flexiant staff to login to debug any problems or issues you may have with your install. Instructions for this are available on the Remote Support page.

Remote support is only available if the software successfully installs. If the software does not install correctly, see the Installation Troubleshooting page.

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