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Storage Scale Vagrant for AWS

The scripts and files in this directory include the tooling to provision and configure the example Storage Scale cluster on AWS.

Install the Vagrant plugin for AWS (vagrant-aws)

After installing Storage Scale Vagrant and Vagrant itself you need to install the vagrant-aws plugin to enable Vagrant to manage virtual environments on AWS.

On Windows 10 hosts, the installation of the vagrant-aws plugin might fail, but pinning the version of fog-ovirt resolves the issue:

vagrant plugin install --plugin-version 1.0.1 fog-ovirt
vagrant plugin install vagrant-aws

On Ubuntu 20.04 it is required to install an additional dependency to pass the vagrant-aws plugin installation:

sudo apt install libcurl4-openssl-dev
vagrant plugin install vagrant-aws

Get the dummy box for the vagrant-aws plugin

Vagrant requires each provider plug-in to provide its own box format. The vagrant-aws plugin provides a dummy box to get the plugin going. In contrast to other box formats this box format does not include images of virtual machines. Instead the Vagrantfile needs to specify the AMI ID of an available AWS AMI.

To add the vagrant-aws dummy box to your Vagrant installation:

vagrant box add aws-dummy https://github.com/mitchellh/vagrant-aws/raw/master/dummy.box

Configure your AWS access key and your SSH key pair

Copy the Vagrantfile.aws-credentials.sample to Vagrantfile.aws-credentials and update that file with your credentials:

cd StorageScaleVagrant\aws
copy Vagrantfile.aws-credentials.sample Vagrantfile.aws-credentials
notepad Vagrantfile.aws-credentials

See the AWS documentation (Managing Access Keys for IAM Users and Amazon EC2 Key Pairs) on how to get the AWS access key and the ssh key.

Accept the CentOS license agreement on AWS marketplace

At the point of writing this README, there is no charge for using the CentOS software, but before using CentOS you need to find CentOS 8 on the AWS marketplace and to subscribe it in order to accept the license agreement.

Decide on how to integrate the Storage Scale self-extracting installation package

Depending on your network connectivity, it takes some time to upload the Storage Scale self-extracting installation package into AWS. There are two approach options to optimize the creation of the AWS AMI image for Storage Scale:

  1. Save the self-extracting installation package to StorageScaleVagrant\software before you to boot the virtual machine from which you create the Storage Scale AWS AMI. Then Vagrant will automatically copy it during the provisioning process (Vagrant up) from your host to the virtual machine in AWS.
  2. Copy the self-extracting installation package to /software of your virtual machine, after you have booted it. This approach is faster, if you have a copy for instance in an S3 bucket.

Storage Scale Base AMI - An AWS AMI optimized for Storage Scale

The virtual machines are based on the official CentOS/8 AWS AMI. Storage Scale requires a couple of additional RPMs. We create a custom Storage Scale Base AMI to accelerate the provisioning of the virtual machines for the Storage Scale environment.

To start the initial virtual machine:

  1. cd StorageScaleVagrant\aws\prep-ami
  2. Vagrant up
  3. Vagrant ssh

Copy the Storage Scale self-extracting installation package to /software, if you decided for approach option 2 above.

StorageScaleVagrant\aws\prep-ami>vagrant ssh

[centos@ip-172-31-27-143 ~]$ ls -l software/
total 931024
-rw-r--r--. 1 centos centos        134 31. Mai 2023  README
-rw-r--r--. 1 centos centos 1211673318 21. Nov 16:36 Storage_Scale_Developer-5.2.2.0-x86_64-Linux-install
-rw-r--r--. 1 centos centos         87 21. Nov 16:37 Storage_Scale_Developer-5.2.2.0-x86_64-Linux-install.md5

[centos@ip-172-31-27-143 ~]$ exit
logout
Connection to ec2-34-224-86-55.compute-1.amazonaws.com closed.

StorageScaleVagrant\aws\prep-ami>

Having checked that DeleteOnTermination is set to true (see Appendix) we can build the Storage Scale AWS AMI and terminate the virtual machine:

  1. vagrant package StorageScale_base --output StorageScale_base.box
  2. vagrant destroy

If vagrant package fails with the error message Malformed => AMI names must be between 3 and 128 characters long, and may contain letters, numbers, '(', ')', '.', '-', '/' and '_' you need to apply a patch described in the Appendix to your local copy of vagrant-aws and try again.

Configure the StorageScale_base AMI ID

The vagrant package ... command of the previous step prints the AMI ID of the new StorageScale_base AMI:

...
==> StorageScale_base: Waiting for the AMI 'ami-05d550f0ea6e84325' to burn...
...

Copy the Vagrantfile.aws-ami.sample to Vagrantfile.aws-ami and update that file with the AMI ID of the StorageScale_base AMI:

cd StorageScaleVagrant\aws
copy Vagrantfile.aws-ami.sample Vagrantfile.aws-ami
notepad Vagrantfile.aws-ami

Boot a virtual machine with a single node Storage Scale cluster

Now we are ready to boot a virtual machine on AWS and to configure it with a single node Storage Scale cluster:

  1. cd StorageScaleVagrant\aws
  2. vagrant up
  3. vagrant ssh

See the README.md for details on the configured Storage Scale cluster.

Appendix: Avoid orphaned root volumes

Versions of the official CentOS AMI and derived AMIs might leave the orphaned root volume, after the owning virtual machine (instance) is terminated. Amazon charges for orphaned root volumes. They either need to be deleted manually, or the initial virtual machine needs to be modified, before the Storage Scale Base AMI is created. See the Amazon documentation (Changing the Root Device Volume to Persist) for details. The procedure requires the installation of the AWS CLI. Follow the AWS documentation for the installation of the AWS CLI.

First step is to query the InstanceId and the setting for DeleteOnTermination of the running virtual machine:

StorageScaleVagrant\aws\prep-ami>aws ec2 describe-instances --region us-east-1 --filters "Name=tag:Name,Values=StorageScaleVagrant*" --query "Reservations[*].Instances[*].[InstanceId,BlockDeviceMappings[*]]"
[
    [
        [
            "i-0e8484f38bf860536",
            [
                {
                    "DeviceName": "/dev/sda1",
                    "Ebs": {
                        "AttachTime": "2019-02-21T20:37:36.000Z",
                        "DeleteOnTermination": false,
                        "Status": "attached",
                        "VolumeId": "vol-0219f2a207a60b7d8"
                    }
                }
            ]
        ]
    ]
]

StorageScaleVagrant\aws\prep-ami>

Next step is to modify the setting for DeleteOnTermination and to validate that the setting was changed:

StorageScaleVagrant\aws\prep-ami>aws ec2 modify-instance-attribute --instance-id "i-0dadfb6d892a0d83c" --region us-east-1 --block-device-mappings file://DeleteOnTermination.json

StorageScaleVagrant\aws\prep-ami>aws ec2 describe-instances --region us-east-1 --filters "Name=tag:Name,Values=StorageScaleVagrant*" --query "Reservations[*].Instances[*].[InstanceId,BlockDeviceMappings[*]]"
[
    [
        [
            "i-0e8484f38bf860536",
            [
                {
                    "DeviceName": "/dev/sda1",
                    "Ebs": {
                        "AttachTime": "2019-02-21T20:37:36.000Z",
                        "DeleteOnTermination": true,
                        "Status": "attached",
                        "VolumeId": "vol-0219f2a207a60b7d8"
                    }
                }
            ]
        ]
    ]
]

StorageScaleVagrant\aws\prep-ami>

Appendix: Fix for vagrant-aws packaging

If vagrant package fails with the error message Malformed => AMI names must be between 3 and 128 characters long, and may contain letters, numbers, '(', ')', '.', '-', '/' and '_' you need to apply a patch like the following to your local copy of vagrant-aws. You need to adopt to your installation path and user name:

--- /home/user/.vagrant.d/gems/2.7.0/gems/vagrant-aws-0.7.2/lib/vagrant-aws/action/package_instance.rb	2021-06-23 13:58:10.612642358 +0200
+++ /home/user/.vagrant.d/gems/2.7.0/gems/vagrant-aws-0.7.2/lib/vagrant-aws/action/package_instance_fixed.rb	2021-06-23 13:59:10.136684461 +0200
@@ -39,11 +39,12 @@
           begin
             # Get the Fog server object for given machine
             server = env[:aws_compute].servers.get(env[:machine].id)
+            servername = "#{server.tags["Name"]}".chomp!
 
             env[:ui].info(I18n.t("vagrant_aws.packaging_instance", :instance_id => server.id))
-            
+
             # Make the request to AWS to create an AMI from machine's instance
-            ami_response = server.service.create_image server.id, "#{server.tags["Name"]} Package - #{Time.now.strftime("%Y%m%d-%H%M%S")}", ""
+            ami_response = server.service.create_image server.id, "#{servername}-Package-#{Time.now.strftime("%Y%m%d-%H%M%S")}", ""
 
             # Find ami id
             @ami_id = ami_response.data[:body]["imageId"]