Provisioning a Virtual Machine workload

Before a Virtual Machine workload can be provisioned, it is required to set up the virtual machine. Virtual Machine workloads can be created on any PC but an environment to effectively create a Virtual Machine workload is not always readily available. Therefore, it is described how the Nerve Device can be utilized to create a Virtual Machine workload. What needs to be done is:

Creating a virtual machine on the node
Installing an operating system on the virtual machine
Obtaining the virtual machine IMG and XML files
Provisioning the Virtual Machine workload in the Management System

In this version, Nerve does not provide a GUI based method for installing an OS on a virtual machine and obtaining the virtual machine IMG and XML configuration files. Therefore, this chapter focuses on the manual process. Three tools are required for the instructions below, assuming Windows is used on the workstation:

an X Server application like Xming
an SSH client like PuTTY
a file transfer client like WinSCP

Also the workstation needs to be connected to the physical port of the Nerve Device associated with host access, and the network adapter IP address of the workstation needs to be configured in the correct range. This information is device specific. Refer to the device guide for information on the Nerve Device.

The instructions below are split up into multiple parts to make them easier to follow. The subsections of the instructions are connected and every subheading is a requirement for the next paragraph.

Note

The virtual machine generated in this chapter is a fresh installation and will be generated on the Nerve Device directly.

Creating a logical volume

Logical volumes are created using the lvcreate command, which takes a number of command-line arguments. Firstly, the -L flag is used to specify the size of the volume. Secondly, the -n flag is used to specify a name for the logical volume. <image_size> and <volume_name> are used as placeholders in the instructions below. The volume group is already predefined with nerve as its name.

Open an SSH client like PuTTY.
Enter the IP address for host access to the Nerve Device under Host Name (or IP address) to log in to the host of the Nerve Device.
Log in with the credentials for host access to the Nerve Device.

Enter the following command:

sudo lvcreate -L <image_size> -n <volume_name> nerve

Increasing storage in /opt/data and creating a filesystem

The ISO image of the OS needs to be copied to the device from which the virtual machine will be installed. In order to do that, the size of /opt/data needs to be increased. A path to store the ISO file will also be created. <size> is a placeholder for the amount of storage that is added, while nerve/data is the name of the volume group and the logical volume.

Enter the following command to increase storage:
```
sudo lvextend -L +<size> -r nerve/data
```
Enter the following command to create a filesystem:
```
sudo mkfs.ext4 /dev/nerve/<volume_name>
```

Creating a directory for the ISO file and mounting the filesystem

Create a directory in /opt/data in order to be able to generate the IMG file and XML file that are required for the provisioning of the Virtual machine in the Management System

Enter the following command to create a directory for the ISO file:
```
sudo mkdir /opt/data/<directory>
```

Enter the following command to mount the filesystem:

sudo mount /dev/nerve/<volume_name> /opt/data/<directory>

Granting permission for the newly created directory

Take ownership of the new directory in order to be able to work with it, e.g. copying the ISO file into the directory.

Enter the following command to take ownership of the created directory:

sudo chown admin:admin /opt/data/<directory>

Copying the ISO file to the Nerve Device

With the directory created and ownership established, copy the ISO file of the OS to the Nerve Device for the installation on the virtual machine.

Note

The instructions below are hardware specific. The MFN 100 is used as an example in the screenshots. Refer to the device guide for specific information on the Nerve Device.

Open a file transfer client like WinSCP.
Enter the IP address for host access to the Nerve Device under Host Name.
Enter the credentials for host access to the Nerve Device below under User name and Password.
Navigate to the /opt/data/<directory> directory on the right side of the WinSCP window. It is located in the root directory.
Copy the ISO file of the OS that is to be installed on the virtual machine to the directory on the Nerve Device.

Creating a virtual machine on a node

Using the Virtual Machine Manager is recommended to create a virtual machine and install the OS from the ISO file. Note that the virtual machine in this chapter is a fresh installation and will be generated on the Nerve Device directly.

Run Xming or an alternative.
Open an SSH client like PuTTY.
Enter the IP address for host access to the Nerve Device under Host Name (or IP address) to log in to the host of the Nerve Device.
Expand Connection > SSH > X11 on the left side.
Tick the checkbox next to Enable X11 forwarding.
Select Open.
Log in with the credentials for host access to the Nerve Device.
Enter virt-manager.

The interface of the Virtual Machine Manager will open.

Inserting the installation file (ISO)

The creation of the virtual machine can now be initiated with the installation of the OS following right after. Note that the Virtual Machine Manager requires the virtual insertion of the ISO file in the beginning while resources for the virtual machine are defined later.

Select File > New Virtual Machine or select the symbol.
Select Local install media (ISO image or CDROM).
Select Forward.
Select Browse... in the next window.
In the new window select Browse Local.
Navigate to /opt/data/ by selecting the left arrow next to admin. The opt directory is located in the root directory.
Double-click the directory containing the ISO file.
Select the ISO file of the OS that was copied before.
Select Open.

Defining resources for the virtual machine

Next, the amount of memory and the number of CPUs need to be defined, and the logical volume assigned to the virtual machine needs to be selected.

Select Forward.
Define how much memory and how many CPUs to assign to this virtual machine.
Select Forward.
Select Select or create custom storage.
Select Manage....

Installing the operating system

Now the virtual machine will be initiated and the installation of the OS will be started.

Select the pool that was created in the command line on the left side in the Choose Storage Volume window. Make sure it is the volume with the location opt/data/.
Select the plus symbol in the middle of the screen.
Enter a name for the IMG file.

Note

Make sure that the value entered for Max Capacity is a factor of 512 Bytes. Any value that is not a factor of 512 B will cause an error when the virtual machine workload is deployed. In other words, do not enter any decimal value except .0 or .5.
Select Finish.
Select the IMG file from the list in the middle.
Select Choose Volume.
Select Forward to initialize the installation of the OS on the virtual machine.
Enter a name for the virtual machine.
Select Finish. The virtual machine will be initiated and the installation of the OS will be started.
Complete the installation of the OS. Follow the instructions provided by the vendor.
After the installation is completed, right-click the virtual machine in the main Virtual Machine Manager window.
Select Shut Down > Shut Down to shut down the VM.

Defining network interfaces

In order for the VM to communicate with the Nerve network, it needs network interfaces. While these are defined when provisioning the VM workload in the Management System, the VM itself needs to have "network cards" installed that represent these interfaces. This means that the purpose of the VM and its interfaces, the number of interfaces and the Nerve networks that will be connected to them need to be known before attempting the following instructions. Note that this step also requires a user with knowledge about the VM, as it requires configuration inside of the VM.

Right-click the virtual machine in the main Virtual Machine Manager window.
Select Open to open the control window.
Select the light bulb symbol in the toolbar to display hardware details.
Select Add Hardware in the lower-left.
Select Network in the list.

Configure the Network source the following way depending on the desired interface. Refer to Networks for Virtual Machine workloads for more information on the interfaces.

Interface	Action
mgmt	Select Specify shared device name from the drop-down menu Enter `mgmt` in the Bridge name: field. Select Finish to add the network card.
wan	Select Specify shared device name from the drop-down menu . Enter `wan` in the Bridge name: field. Select Finish to add the network card.
extern1	Select Specify shared device name from the drop-down menu . Enter `extern1` in the Bridge name: field. Select Finish to add the network card.
extern2	Select Specify shared device name from the drop-down menu . Enter `extern2` in the Bridge name: field. Select Finish to add the network card.
extern3	Select Specify shared device name from the drop-down menu . Enter `extern3` in the Bridge name: field. Select Finish to add the network card.
default	Select Virtual network 'default' : NAT from the drop-down menu. Select Finish to add the network card.
extern1-nat	Select Virtual network 'extern1-nat' : NAT to extern1 from the drop-down menu. Select Finish to add the network card.
extern2-nat	Select Virtual network 'extern2-nat' : NAT to extern2 from the drop-down menu. Select Finish to add the network card.
extern3-nat	Select Virtual network 'extern3-nat' : NAT to extern3 from the drop-down menu. Select Finish to add the network card.
rtvm	Select Specify shared device name from the drop-down menu . Enter `br-rtvm` in the Bridge name: field. Select Finish to add the network card.
isolated1	Select Specify shared device name from the drop-down menu Enter `br-isolated1` in the Bridge name: field. Select Finish to add the network card.
isolated2	Select Specify shared device name from the drop-down menu . Enter `br-isolated2` in the Bridge name: field. Select Finish to add the network card.
isolated3	Select Specify shared device name from the drop-down menu . Enter `br-isolated3` in the Bridge name: field. Select Finish to add the network card.
isolated4	Select Specify shared device name from the drop-down menu . Enter `br-isolated4` in the Bridge name: field. Select Finish to add the network card.
isolated5	Select Specify shared device name from the drop-down menu . Enter `br-isolated5` in the Bridge name: field. Select Finish to add the network card.

Note

The device model can be ignored, as the Management System will set the required parameters once the VM is provisioned as a workload.

Repeat steps 4 to 6 until all desired interfaces have been defined.

Note

Note that one virtual network card is defined by default when creating the virtual machine. The Network source is set to Virtual network 'default' : NAT so that the VM can have internet access through the default network. Remove or modify this network card if internet access for the VM is not desired.
Select the play symbol to launch the virtual machine.

The virtual machine is being launched because further configuration steps need to be taken inside of the VM. The IP addresses of the network cards that were defined above need to be configured (static or dynamic). This step requires a user with knowledge about the VM, as it requires configuration inside of the VM. Refer to Networks for Virtual Machine workloads for more information on the interfaces and their IP ranges.

Copying the IMG file to a local workstation

With the generation of the VM, the IMG file of the VM has also been generated on the Nerve Device. Copy the IMG file to the local workstation.

Right-click the virtual machine in the main Virtual Machine Manager window.
Select Shut Down > Shut Down to shut down the VM.
Switch to the SSH client window.
Enter the following command:
```
sudo chmod o+r /opt/data/<directory>/<vmname>.img
```
Note

The IMG file is called <vmname>.img in the command example above. Replace the placeholder name of the image in the command with the actual name of the IMG file.
Open a file transfer client like WinSCP.
Enter the IP address for host access to the Nerve Device under Host Name.
Enter the credentials for host access to the Nerve Device below under User name and Password.
Navigate to /opt/data/<directory> on the right side of the window. The opt directory is located in the root directory.
Copy the <vmname>.img file to the local workstation.

The virtual machine has now been generated on the Nerve Device and the IMG file of the virtual machine is now on the local workstation.

Note

To use the Virtual machine snapshots feature, the IMG or RAW file of the VM needs to be converted to the QCOW2 format. Use the converted QCOW2 file as the image file when provisioning the workload in the Management System. A tool that can be used is qemu-img on Linux for example.
Do not deploy the virtual machine from the process above to the same Nerve Device through the Management System. The virtual machine will be present twice. The deployment of the virtual machine from the process above should be done to different nodes.

Obtaining the XML file

When the IMG file was generated on the Nerve Device, an XML file for the IMG file was generated as well. It also has to be obtained manually. However, before it can be copied to the workstation. It has to be transferred out of the etc directory.

Switch to the SSH client window.
Navigate to /opt/data/<directory> by entering the following command:
```
cd ../../opt/data/<directory>
```
Enter the following command to dump the XML file into the directory:
```
virsh dumpxml <volume_name> > <filename>.xml
```
Enter the following command:
```
sudo chmod o+r /opt/data/<directory>/<filename>.xml  
```
Note

Replace the placeholder name of the XML file in the command with the actual name of the XML file. The XML file is called vm.xml in the following screenshots below.
Open a file transfer client like WinSCP.
Enter the IP address for host access to the Nerve Device under Host Name.
Enter the credentials for host access to the Nerve Device below under User name and Password.
Navigate to /opt/data/<directory> on the right side of the window. The opt directory is located in the root directory.
Copy the <filename>.xml file to the local workstation.

With this all the necessary files to provision a Virtual Machine workload for this virtual machine are ready.

Provisioning a Virtual Machine workload

The following instructions cover the basic requirements for provisioning a Virtual Machine workload. Optional settings will be left out. Extended options are addressed in the last section of this chapter.
There are two further types of workloads that can be provisioned: CODESYS workloads and Docker workloads. The process for each workload is highlighted in its respective chapter.

Log in to the Management System.
Select Workloads in the left-hand menu.
Select the plus symbol in the upper-right corner.
Select the virtual machine symbol (Virtual Machine workload) on the right of the three symbols that expanded.
In the new window, enter a name for the workload.
Select the plus symbol next to Create versions to add a new version of the workload.

In the next window, enter the following information in the Basic tab:

Category	Settings and descriptions
VERSION SPECIFIC INFO	Version name Enter a name for the version of this workload. Release name Enter a Release name for the version of this workload.
VIRTUAL MACHINE FILES TO UPLOAD	Virtual machine image Select the upward arrow symbol here to add the virtual machine image. The image has to be a QCOW2, IMG or RAW file. In case of a large file, the virtual machine image can also be compressed and uploaded as a GZIP or ZIP file. Note that the Virtual machine snapshots feature is only available when using a QCOW2 image. Convert IMG or RAW files to the QCOW2 format first before uploading. Virtual machine xml Select the upward arrow symbol here to add the virtual machine XML file.
RESOURCES	Number of virtual CPUs Enter the number of virtual CPUs to use for this virtual machine. This setting can be changed again after the deployment of the workload. Limit memory to Assign how much system memory the workload is allowed to use. This setting can be changed again after the deployment of the workload.

Select the Networking tab.
Select the plus symbol to add a new interface.
Select Bridged or NAT from the drop-down menu.
Enter the interface name in the Interface field.

Note

Repeat this process to add the same number and type of interfaces in the same order as they were added as network cards in Defining network interfaces above.
Select Save in the lower-left corner to save the workload version.

The workload has now been provisioned and is ready to be deployed in the Deploy menu.

Note

While some settings are not required to provision a Virtual Machine workload in the Management System, additional settings will have to be filled in for the workload to perform as desired. Depending on the virtual machine that will be deployed, new interfaces might have to be defined. Keep this in mind and make sure to learn the details about the virtual machine.

Settings for Virtual Machine workloads

In the instructions above, all optional settings have been left out. Below is an overview of all the options with an explanation to each option.

Basic tab

Category	Settings and descriptions
VERSION SPECIFIC INFO	Name A name for the workload version. This could be a reminder for a certain configuration. Example: "Unlimited" as a name for a virtual machine that has unlimited access to CPU resources. SELECTOR If labels have been defined and assigned to nodes, add them as selectors to the workload. When deploying a workload, the list of nodes will be filtered automatically to the specified label. Select the Insert label field to see a list of available labels. Release name A release name for the workload version. This could be a version number. Example: 1.0.1 Mark as released Tick this checkbox to mark this workload as released. Once marked as released, the workload cannot be edited anymore.
VIRTUAL MACHINE FILES TO UPLOAD	Virtual machine image Upload the virtual machine image with the file extension QCOW2, RAW or IMG here. Do this by selecting the upward arrow symbol and selecting the file in the file browser. This is the first file generated in the process before. In case of a large file, the virtual machine image can also be compressed and uploaded as a GZIP or ZIP file. Note that the Virtual machine snapshots feature is only available when using a QCOW2 image. Convert IMG or RAW files to the QCOW2 format first before uploading. Virtual machine xml Upload the virtual machine XML file here. Do this by selecting the upward arrow symbol and selecting the file in the file browser. This is the second file generated in the process before. Note that the settings defined under Virtual machine specific info are going to overwrite parts of this XML file. Enable snapshot Tick the checkbox to enable the Virtual machine snapshots feature. Note that this is only available if a QCOW2 image is uploaded (uncompressed or zipped). In addition, the active user needs to have the appropriate permissions assigned for the snapshot command to appear in the workload control screen. Once the criteria are met and the checkbox is ticked, a field labeled Additional disk space appears. Define the disk space here that will be reserved for the VM snapshot. The additional disk space depends on the defined memory for the VM, the VM disk size and should also include about 3% of overhead. Also, keep in mind the duration of how long the snapshot will be kept. The longer a snapshot is kept, the larger it will grow, requiring a larger amount of additional disk space. It is not recommended to keep a snapshot for a long time. In that case, consider creating a backup instead.
RESOURCES	Number of virtual CPUs Define the number of virtual CPUs to assign to this virtual machine. The CPUs are then reserved exclusively for the Virtual Machine workload and cannot be used by other processes. This setting is mandatory and the workload cannot be provisioned if it is left blank. Note that this setting can be changed again after the deployment of the workload without having to undeploy and redeploy the workload. Refer to Changing resource allocation of a deployed Virtual Machine workload for more information. Limit memory to Assign how much system memory the workload is allowed to use. The memory assigned here will be reserved exclusively for this Virtual Machine workload and will not be available for any other processes. This setting is mandatory and the workload cannot be provisioned if it is left blank. Note that this setting can be changed again after the deployment of the workload without having to undeploy and redeploy the workload. Refer to Changing resource allocation of a deployed Virtual Machine workload for more information.

Networking tab

Data disk tab

Category	Settings and descriptions
DATA DISK	Select the plus symbol to add a new data disk for the virtual machine. This data disk functions like an extra hard drive for data outside of the virtual machine. Enter a Data disk name and define the Disk size.

PCI Passthrough tab

Remote connections tab

Category	Settings and descriptions
REMOTE CONNECTIONS	Select the Remote connections tab to configure a remote connection to the workload. Make sure to configure the workload first so that a remote connection can be established. Refer to Remote connections for more information and instructions for all remote connection types.