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   or more contributor license agreements.  See the NOTICE file
   distributed with this work for additional information#
   regarding copyright ownership.  The ASF licenses this file
   to you under the Apache License, Version 2.0 (the
   "License"); you may not use this file except in compliance
   with the License.  You may obtain a copy of the License at
   http://www.apache.org/licenses/LICENSE-2.0
   Unless required by applicable law or agreed to in writing,
   software distributed under the License is distributed on an
   "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
   KIND, either express or implied.  See the License for the
   specific language governing permissions and limitations
   under the License.
   

Working with Virtual Machines
=============================

About Working with Virtual Machines
-----------------------------------

CloudStack provides administrators with complete control over the
lifecycle of all guest VMs executing in the cloud. CloudStack provides
several guest management operations for end users and administrators.
VMs may be stopped, started, rebooted, and destroyed.

Guest VMs have a name and group. VM names and groups are opaque to
CloudStack and are available for end users to organize their VMs. Each
VM can have three names for use in different contexts. Only two of these
names can be controlled by the user:

-  Instance name – a unique, immutable ID that is generated by
   CloudStack and can not be modified by the user. This name conforms to
   the requirements in IETF RFC 1123.

-  Display name – the name displayed in the CloudStack web UI. Can be
   set by the user. Defaults to instance name.

-  Name – host name that the DHCP server assigns to the VM. Can be set
   by the user. Defaults to instance name

.. note:: 
   You can append the display name of a guest VM to its internal name. 
   For more information, see `“Appending a Display Name to the Guest VM’s 
   Internal Name” <#appending-a-display-name-to-the-guest-vms-internal-name>`_.

Guest VMs can be configured to be Highly Available (HA). An HA-enabled
VM is monitored by the system. If the system detects that the VM is
down, it will attempt to restart the VM, possibly on a different host.
For more information, see HA-Enabled Virtual Machines on

Each new VM is allocated one public IP address. When the VM is started,
CloudStack automatically creates a static NAT between this public IP
address and the private IP address of the VM.

If elastic IP is in use (with the NetScaler load balancer), the IP
address initially allocated to the new VM is not marked as elastic. The
user must replace the automatically configured IP with a specifically
acquired elastic IP, and set up the static NAT mapping between this new
IP and the guest VM’s private IP. The VM’s original IP address is then
released and returned to the pool of available public IPs. Optionally,
you can also decide not to allocate a public IP to a VM in an
EIP-enabled Basic zone. For more information on Elastic IP, see
`“About Elastic IP” <networking2.html#about-elastic-ip>`_.

CloudStack cannot distinguish a guest VM that was shut down by the user
(such as with the “shutdown” command in Linux) from a VM that shut down
unexpectedly. If an HA-enabled VM is shut down from inside the VM,
CloudStack will restart it. To shut down an HA-enabled VM, you must go
through the CloudStack UI or API.


Best Practices for Virtual Machines
-----------------------------------

For VMs to work as expected and provide excellent service, follow these 
guidelines.


Monitor VMs for Max Capacity
~~~~~~~~~~~~~~~~~~~~~~~~~~~~

The CloudStack administrator should monitor the total number of VM
instances in each cluster, and disable allocation to the cluster if the
total is approaching the maximum that the hypervisor can handle. Be sure
to leave a safety margin to allow for the possibility of one or more
hosts failing, which would increase the VM load on the other hosts as
the VMs are automatically redeployed. Consult the documentation for your
chosen hypervisor to find the maximum permitted number of VMs per host,
then use CloudStack global configuration settings to set this as the
default limit. Monitor the VM activity in each cluster at all times.
Keep the total number of VMs below a safe level that allows for the
occasional host failure. For example, if there are N hosts in the
cluster, and you want to allow for one host in the cluster to be down at
any given time, the total number of VM instances you can permit in the
cluster is at most (N-1) \* (per-host-limit). Once a cluster reaches
this number of VMs, use the CloudStack UI to disable allocation of more
VMs to the cluster.


Install Required Tools and Drivers
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Be sure the following are installed on each VM:

-  For XenServer, install PV drivers and Xen tools on each VM. This will
   enable live migration and clean guest shutdown. Xen tools are
   required in order for dynamic CPU and RAM scaling to work.

-  For vSphere, install VMware Tools on each VM. This will enable
   console view to work properly. VMware Tools are required in order for
   dynamic CPU and RAM scaling to work.

To be sure that Xen tools or VMware Tools is installed, use one of the
following techniques:

-  Create each VM from a template that already has the tools installed;
   or,

-  When registering a new template, the administrator or user can
   indicate whether tools are installed on the template. This can be
   done through the UI or using the updateTemplate API; or,

-  If a user deploys a virtual machine with a template that does not
   have Xen tools or VMware Tools, and later installs the tools on the
   VM, then the user can inform CloudStack using the
   updateVirtualMachine API. After installing the tools and updating the
   virtual machine, stop and start the VM.


VM Lifecycle
------------

Virtual machines can be in the following states:

|basic-deployment.png|

Once a virtual machine is destroyed, it cannot be recovered. All the
resources used by the virtual machine will be reclaimed by the system.
This includes the virtual machine’s IP address.

A stop will attempt to gracefully shut down the operating system, which
typically involves terminating all the running applications. If the
operation system cannot be stopped, it will be forcefully terminated.
This has the same effect as pulling the power cord to a physical
machine.

A reboot is a stop followed by a start.

CloudStack preserves the state of the virtual machine hard disk until
the machine is destroyed.

A running virtual machine may fail because of hardware or network
issues. A failed virtual machine is in the down state.

The system places the virtual machine into the down state if it does not
receive the heartbeat from the hypervisor for three minutes.

The user can manually restart the virtual machine from the down state.

The system will start the virtual machine from the down state
automatically if the virtual machine is marked as HA-enabled.


Creating VMs
------------

Virtual machines are usually created from a template. Users can also
create blank virtual machines. A blank virtual machine is a virtual
machine without an OS template. Users can attach an ISO file and install
the OS from the CD/DVD-ROM.

.. note:: 
   You can create a VM without starting it. You can determine whether the 
   VM needs to be started as part of the VM deployment. A request parameter, 
   startVM, in the deployVm API provides this feature. For more information, 
   see the Developer's Guide.

To create a VM from a template:

#. Log in to the CloudStack UI as an administrator or user.

#. In the left navigation bar, click Instances.

#. Click Add Instance.

#. Select a zone.

#. Select a template, then follow the steps in the wizard. For more
   information about how the templates came to be in this list, see
   `*Working with Templates* <templates.html>`_.

#. Be sure that the hardware you have allows starting the selected
   service offering.

#. Click Submit and your VM will be created and started.

   .. note:: 
      For security reason, the internal name of the VM is visible 
      only to the root admin.

To create a VM from an ISO:

.. note:: 
   (XenServer) Windows VMs running on XenServer require PV drivers, 
   which may be provided in the template or added after the VM is 
   created. The PV drivers are necessary for essential management 
   functions such as mounting additional volumes and ISO images, 
   live migration, and graceful shutdown.

#. Log in to the CloudStack UI as an administrator or user.

#. In the left navigation bar, click Instances.

#. Click Add Instance.

#. Select a zone.

#. Select ISO Boot, and follow the steps in the wizard.

#. Click Submit and your VM will be created and started.


Accessing VMs
-------------

Any user can access their own virtual machines. The administrator can
access all VMs running in the cloud.

To access a VM through the CloudStack UI:

#. Log in to the CloudStack UI as a user or admin.

#. Click Instances, then click the name of a running VM.

#. Click the View Console button |console-icon.png|.

To access a VM directly over the network:

#. The VM must have some port open to incoming traffic. For example, in
   a basic zone, a new VM might be assigned to a security group which
   allows incoming traffic. This depends on what security group you
   picked when creating the VM. In other cases, you can open a port by
   setting up a port forwarding policy. See `“IP
   Forwarding and Firewalling” <networking2.html#ip-forwarding-and-firewalling>`_.

#. If a port is open but you can not access the VM using ssh, it’s
   possible that ssh is not already enabled on the VM. This will depend
   on whether ssh is enabled in the template you picked when creating
   the VM. Access the VM through the CloudStack UI and enable ssh on the
   machine using the commands for the VM’s operating system.

#. If the network has an external firewall device, you will need to
   create a firewall rule to allow access. See `“IP
   Forwarding and Firewalling” <networking2.html#ip-forwarding-and-firewalling>`_.


Stopping and Starting VMs
-------------------------

Once a VM instance is created, you can stop, restart, or delete it as
needed. In the CloudStack UI, click Instances, select the VM, and use
the Stop, Start, Reboot, and Destroy buttons.


Assigning VMs to Hosts
----------------------

At any point in time, each virtual machine instance is running on a
single host. How does CloudStack determine which host to place a VM on?
There are several ways:

-  Automatic default host allocation. CloudStack can automatically pick
   the most appropriate host to run each virtual machine.

-  Instance type preferences. CloudStack administrators can specify that
   certain hosts should have a preference for particular types of guest
   instances. For example, an administrator could state that a host
   should have a preference to run Windows guests. The default host
   allocator will attempt to place guests of that OS type on such hosts
   first. If no such host is available, the allocator will place the
   instance wherever there is sufficient physical capacity.

-  Vertical and horizontal allocation. Vertical allocation consumes all
   the resources of a given host before allocating any guests on a
   second host. This reduces power consumption in the cloud. Horizontal
   allocation places a guest on each host in a round-robin fashion. This
   may yield better performance to the guests in some cases.

-  End user preferences. Users can not control exactly which host will
   run a given VM instance, but they can specify a zone for the VM.
   CloudStack is then restricted to allocating the VM only to one of the
   hosts in that zone.

-  Host tags. The administrator can assign tags to hosts. These tags can
   be used to specify which host a VM should use. The CloudStack
   administrator decides whether to define host tags, then create a
   service offering using those tags and offer it to the user.

-  Affinity groups. By defining affinity groups and assigning VMs to
   them, the user or administrator can influence (but not dictate) which
   VMs should run on separate hosts. This feature is to let users
   specify that certain VMs won't be on the same host.

-  CloudStack also provides a pluggable interface for adding new
   allocators. These custom allocators can provide any policy the
   administrator desires.


Affinity Groups
~~~~~~~~~~~~~~~

By defining affinity groups and assigning VMs to them, the user or
administrator can influence (but not dictate) which VMs should run on
separate hosts. This feature is to let users specify that VMs with the
same “host anti-affinity” type won’t be on the same host. This serves to
increase fault tolerance. If a host fails, another VM offering the same
service (for example, hosting the user's website) is still up and
running on another host.

The scope of an affinity group is per user account.


Creating a New Affinity Group
'''''''''''''''''''''''''''''

To add an affinity group:

#. Log in to the CloudStack UI as an administrator or user.

#. In the left navigation bar, click Affinity Groups.

#. Click Add affinity group. In the dialog box, fill in the following
   fields:

   -  Name. Give the group a name.

   -  Description. Any desired text to tell more about the purpose of
      the group.

   -  Type. The only supported type shipped with CloudStack is Host
      Anti-Affinity. This indicates that the VMs in this group should
      avoid being placed on the same host with each other. If you see
      other types in this list, it means that your installation of
      CloudStack has been extended with customized affinity group
      plugins.


Assign a New VM to an Affinity Group
''''''''''''''''''''''''''''''''''''

To assign a new VM to an affinity group:

-  Create the VM as usual, as described in `“Creating
   VMs” <virtual_machines.html#creating-vms>`_. In the Add Instance 
   wizard, there is a new Affinity tab where you can select the 
   affinity group.


Change Affinity Group for an Existing VM
''''''''''''''''''''''''''''''''''''''''

To assign an existing VM to an affinity group:

#. Log in to the CloudStack UI as an administrator or user.

#. In the left navigation bar, click Instances.

#. Click the name of the VM you want to work with.

#. Stop the VM by clicking the Stop button.

#. Click the Change Affinity button. |change-affinity-button.png|


View Members of an Affinity Group
'''''''''''''''''''''''''''''''''

To see which VMs are currently assigned to a particular affinity group:

#. In the left navigation bar, click Affinity Groups.

#. Click the name of the group you are interested in.

#. Click View Instances. The members of the group are listed.

   From here, you can click the name of any VM in the list to access all
   its details and controls.


Delete an Affinity Group
''''''''''''''''''''''''

To delete an affinity group:

#. In the left navigation bar, click Affinity Groups.

#. Click the name of the group you are interested in.

#. Click Delete.

   Any VM that is a member of the affinity group will be disassociated
   from the group. The former group members will continue to run
   normally on the current hosts, but if the VM is restarted, it will no
   longer follow the host allocation rules from its former affinity
   group.


Virtual Machine Snapshots
-------------------------

(Supported on VMware and XenServer)

In addition to the existing CloudStack ability to snapshot individual VM
volumes, you can take a VM snapshot to preserve all the VM's data
volumes as well as (optionally) its CPU/memory state. This is useful for
quick restore of a VM. For example, you can snapshot a VM, then make
changes such as software upgrades. If anything goes wrong, simply
restore the VM to its previous state using the previously saved VM
snapshot.

The snapshot is created using the hypervisor's native snapshot facility.
The VM snapshot includes not only the data volumes, but optionally also
whether the VM is running or turned off (CPU state) and the memory
contents. The snapshot is stored in CloudStack's primary storage.

VM snapshots can have a parent/child relationship. Each successive
snapshot of the same VM is the child of the snapshot that came before
it. Each time you take an additional snapshot of the same VM, it saves
only the differences between the current state of the VM and the state
stored in the most recent previous snapshot. The previous snapshot
becomes a parent, and the new snapshot is its child. It is possible to
create a long chain of these parent/child snapshots, which amount to a
"redo" record leading from the current state of the VM back to the
original.

If you need more information about VM snapshots on VMware, check out the
VMware documentation and the VMware Knowledge Base, especially
`Understanding virtual machine snapshots 
<http://kb.vmware.com/selfservice/microsites/search.do?cmd=displayKC&externalId=1015180>`_.


Limitations on VM Snapshots
~~~~~~~~~~~~~~~~~~~~~~~~~~~

-  If a VM has some stored snapshots, you can't attach new volume to the
   VM or delete any existing volumes. If you change the volumes on the
   VM, it would become impossible to restore the VM snapshot which was
   created with the previous volume structure. If you want to attach a
   volume to such a VM, first delete its snapshots.

-  VM snapshots which include both data volumes and memory can't be kept
   if you change the VM's service offering. Any existing VM snapshots of
   this type will be discarded.

-  You can't make a VM snapshot at the same time as you are taking a
   volume snapshot.

-  You should use only CloudStack to create VM snapshots on hosts
   managed by CloudStack. Any snapshots that you make directly on the
   hypervisor will not be tracked in CloudStack.


Configuring VM Snapshots
~~~~~~~~~~~~~~~~~~~~~~~~

The cloud administrator can use global configuration variables to
control the behavior of VM snapshots. To set these variables, go through
the Global Settings area of the CloudStack UI.

Configuration Setting Name

Description

vmsnapshots.max

The maximum number of VM snapshots that can be saved for any given
virtual machine in the cloud. The total possible number of VM snapshots
in the cloud is (number of VMs) \* vmsnapshots.max. If the number of
snapshots for any VM ever hits the maximum, the older ones are removed
by the snapshot expunge job.

vmsnapshot.create.wait

Number of seconds to wait for a snapshot job to succeed before declaring
failure and issuing an error.


Using VM Snapshots
~~~~~~~~~~~~~~~~~~

To create a VM snapshot using the CloudStack UI:

#. Log in to the CloudStack UI as a user or administrator.

#. Click Instances.

#. Click the name of the VM you want to snapshot.

#. Click the Take VM Snapshot button. |VMSnapshotButton.png|

   .. note:: 
      If a snapshot is already in progress, then clicking this button 
      will have no effect.

#. Provide a name and description. These will be displayed in the VM
   Snapshots list.

#. (For running VMs only) If you want to include the VM's memory in the
   snapshot, click the Memory checkbox. This saves the CPU and memory
   state of the virtual machine. If you don't check this box, then only
   the current state of the VM disk is saved. Checking this box makes
   the snapshot take longer.

#. Quiesce VM: check this box if you want to quiesce the file system on
   the VM before taking the snapshot. Not supported on XenServer when
   used with CloudStack-provided primary storage.

   When this option is used with CloudStack-provided primary storage,
   the quiesce operation is performed by the underlying hypervisor
   (VMware is supported). When used with another primary storage
   vendor's plugin, the quiesce operation is provided according to the
   vendor's implementation.

#. Click OK.

To delete a snapshot or restore a VM to the state saved in a particular
snapshot:

#. Navigate to the VM as described in the earlier steps.

#. Click View VM Snapshots.

#. In the list of snapshots, click the name of the snapshot you want to
   work with.

#. Depending on what you want to do:

   To delete the snapshot, click the Delete button. |delete-button.png|

   To revert to the snapshot, click the Revert button. |revert-vm.png|

.. note:: 
   VM snapshots are deleted automatically when a VM is destroyed. You don't 
   have to manually delete the snapshots in this case.


Changing the VM Name, OS, or Group
----------------------------------

After a VM is created, you can modify the display name, operating
system, and the group it belongs to.

To access a VM through the CloudStack UI:

#. Log in to the CloudStack UI as a user or admin.

#. In the left navigation, click Instances.

#. Select the VM that you want to modify.

#. Click the Stop button to stop the VM. |StopButton.png|

#. Click Edit. |EditButton.png|

#. Make the desired changes to the following:

#. **Display name**: Enter a new display name if you want to change the
   name of the VM.

#. **OS Type**: Select the desired operating system.

#. **Group**: Enter the group name for the VM.

#. Click Apply.


Appending a Display Name to the Guest VM’s Internal Name
--------------------------------------------------------

Every guest VM has an internal name. The host uses the internal name to
identify the guest VMs. CloudStack gives you an option to provide a
guest VM with a display name. You can set this display name as the
internal name so that the vCenter can use it to identify the guest VM. A
new global parameter, vm.instancename.flag, has now been added to
achieve this functionality.

The default format of the internal name is
i-<user\_id>-<vm\_id>-<instance.name>, where instance.name is a global
parameter. However, If vm.instancename.flag is set to true, and if a
display name is provided during the creation of a guest VM, the display
name is appended to the internal name of the guest VM on the host. This
makes the internal name format as i-<user\_id>-<vm\_id>-<displayName>.
The default value of vm.instancename.flag is set to false. This feature
is intended to make the correlation between instance names and internal
names easier in large data center deployments.

The following table explains how a VM name is displayed in different
scenarios.

============================= ======================= ==================== ===================================== ==========================
User-Provided Display Name    vm.instancename.flag    Hostname on the VM   Name on vCenter                       Internal Name
============================= ======================= ==================== ===================================== ==========================
Yes                           True                    Display name         i-<user\_id>-<vm\_id>-displayName     i-<user\_id>-<vm\_id>-displayName
No                            True                    UUID                 i-<user\_id>-<vm\_id>-<instance.name> i-<user\_id>-<vm\_id>-<instance.name>
Yes                           False                   Display name         i-<user\_id>-<vm\_id>-<instance.name> i-<user\_id>-<vm\_id>-<instance.name>
No                            False                   UUID                 i-<user\_id>-<vm\_id>-<instance.name> i-<user\_id>-<vm\_id>-<instance.name>
============================= ======================= ==================== ===================================== ==========================


Changing the Service Offering for a VM
--------------------------------------

To upgrade or downgrade the level of compute resources available to a
virtual machine, you can change the VM's compute offering.

#. Log in to the CloudStack UI as a user or admin.

#. In the left navigation, click Instances.

#. Choose the VM that you want to work with.

#. (Skip this step if you have enabled dynamic VM scaling; see
   :ref:`cpu-and-memory-scaling`.)

   Click the Stop button to stop the VM. |StopButton.png|

#. Click the Change Service button. |ChangeServiceButton.png|

   The Change service dialog box is displayed.

#. Select the offering you want to apply to the selected VM.

#. Click OK.


.. _cpu-and-memory-scaling:

CPU and Memory Scaling for Running VMs
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

(Supported on VMware and XenServer)

It is not always possible to accurately predict the CPU and RAM
requirements when you first deploy a VM. You might need to increase
these resources at any time during the life of a VM. You can dynamically
modify CPU and RAM levels to scale up these resources for a running VM
without incurring any downtime.

Dynamic CPU and RAM scaling can be used in the following cases:

-  User VMs on hosts running VMware and XenServer.

-  System VMs on VMware.

-  VMware Tools or XenServer Tools must be installed on the virtual
   machine.

-  The new requested CPU and RAM values must be within the constraints
   allowed by the hypervisor and the VM operating system.

-  New VMs that are created after the installation of CloudStack 4.2 can
   use the dynamic scaling feature. If you are upgrading from a previous
   version of CloudStack, your existing VMs created with previous
   versions will not have the dynamic scaling capability unless you
   update them using the following procedure.


Updating Existing VMs
~~~~~~~~~~~~~~~~~~~~~

If you are upgrading from a previous version of CloudStack, and you want
your existing VMs created with previous versions to have the dynamic
scaling capability, update the VMs using the following steps:

#. Make sure the zone-level setting enable.dynamic.scale.vm is set to
   true. In the left navigation bar of the CloudStack UI, click
   Infrastructure, then click Zones, click the zone you want, and click
   the Settings tab.

#. Install Xen tools (for XenServer hosts) or VMware Tools (for VMware
   hosts) on each VM if they are not already installed.

#. Stop the VM.

#. Click the Edit button.

#. Click the Dynamically Scalable checkbox.

#. Click Apply.

#. Restart the VM.


Configuring Dynamic CPU and RAM Scaling
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

To configure this feature, use the following new global configuration
variables:

-  enable.dynamic.scale.vm: Set to True to enable the feature. By
   default, the feature is turned off.

-  scale.retry: How many times to attempt the scaling operation. Default
   = 2.


How to Dynamically Scale CPU and RAM
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

To modify the CPU and/or RAM capacity of a virtual machine, you need to
change the compute offering of the VM to a new compute offering that has
the desired CPU and RAM values. You can use the same steps described
above in `“Changing the Service Offering for a
VM” <#changing-the-service-offering-for-a-vm>`_, but skip the step where you
stop the virtual machine. Of course, you might have to create a new
compute offering first.

When you submit a dynamic scaling request, the resources will be scaled
up on the current host if possible. If the host does not have enough
resources, the VM will be live migrated to another host in the same
cluster. If there is no host in the cluster that can fulfill the
requested level of CPU and RAM, the scaling operation will fail. The VM
will continue to run as it was before.


Limitations
~~~~~~~~~~~

-  You can not do dynamic scaling for system VMs on XenServer.

-  CloudStack will not check to be sure that the new CPU and RAM levels
   are compatible with the OS running on the VM.

-  When scaling memory or CPU for a Linux VM on VMware, you might need
   to run scripts in addition to the other steps mentioned above. For
   more information, see `Hot adding memory in Linux
   (1012764) <http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=1012764>`_
   in the VMware Knowledge Base.

-  (VMware) If resources are not available on the current host, scaling
   up will fail on VMware because of a known issue where CloudStack and
   vCenter calculate the available capacity differently. For more
   information, see
   `https://issues.apache.org/jira/browse/CLOUDSTACK-1809 <https://issues.apache.org/jira/browse/CLOUDSTACK-1809>`_.

-  On VMs running Linux 64-bit and Windows 7 32-bit operating systems,
   if the VM is initially assigned a RAM of less than 3 GB, it can be
   dynamically scaled up to 3 GB, but not more. This is due to a known
   issue with these operating systems, which will freeze if an attempt
   is made to dynamically scale from less than 3 GB to more than 3 GB.


Resetting the Virtual Machine Root Volume on Reboot
---------------------------------------------------

For secure environments, and to ensure that VM state is not persisted
across reboots, you can reset the root disk. For more information, see
`“Reset VM to New Root Disk on
Reboot” <storage.html#reset-vm-to-new-root-disk-on-reboot>`_.


Moving VMs Between Hosts (Manual Live Migration)
------------------------------------------------

The CloudStack administrator can move a running VM from one host to
another without interrupting service to users or going into maintenance
mode. This is called manual live migration, and can be done under the
following conditions:

-  The root administrator is logged in. Domain admins and users can not
   perform manual live migration of VMs.

-  The VM is running. Stopped VMs can not be live migrated.

-  The destination host must have enough available capacity. If not, the
   VM will remain in the "migrating" state until memory becomes
   available.

-  (KVM) The VM must not be using local disk storage. (On XenServer and
   VMware, VM live migration with local disk is enabled by CloudStack
   support for XenMotion and vMotion.)

-  (KVM) The destination host must be in the same cluster as the
   original host. (On XenServer and VMware, VM live migration from one
   cluster to another is enabled by CloudStack support for XenMotion and
   vMotion.)

To manually live migrate a virtual machine

#. Log in to the CloudStack UI as a user or admin.

#. In the left navigation, click Instances.

#. Choose the VM that you want to migrate.

#. Click the Migrate Instance button. |Migrateinstance.png|

#. From the list of suitable hosts, choose the one to which you want to
   move the VM.

   .. note:: 
      If the VM's storage has to be migrated along with the VM, this will 
      be noted in the host list. CloudStack will take care of the storage 
      migration for you.

#. Click OK.


Deleting VMs
------------

Users can delete their own virtual machines. A running virtual machine
will be abruptly stopped before it is deleted. Administrators can delete
any virtual machines.

To delete a virtual machine:

#. Log in to the CloudStack UI as a user or admin.

#. In the left navigation, click Instances.

#. Choose the VM that you want to delete.

#. Click the Destroy Instance button. |Destroyinstance.png|


Working with ISOs
-----------------

CloudStack supports ISOs and their attachment to guest VMs. An ISO is a
read-only file that has an ISO/CD-ROM style file system. Users can
upload their own ISOs and mount them on their guest VMs.

ISOs are uploaded based on a URL. HTTP is the supported protocol. Once
the ISO is available via HTTP specify an upload URL such as
http://my.web.server/filename.iso.

ISOs may be public or private, like templates.ISOs are not
hypervisor-specific. That is, a guest on vSphere can mount the exact
same image that a guest on KVM can mount.

ISO images may be stored in the system and made available with a privacy
level similar to templates. ISO images are classified as either bootable
or not bootable. A bootable ISO image is one that contains an OS image.
CloudStack allows a user to boot a guest VM off of an ISO image. Users
can also attach ISO images to guest VMs. For example, this enables
installing PV drivers into Windows. ISO images are not
hypervisor-specific.


Adding an ISO
~~~~~~~~~~~~~

To make additional operating system or other software available for use
with guest VMs, you can add an ISO. The ISO is typically thought of as
an operating system image, but you can also add ISOs for other types of
software, such as desktop applications that you want to be installed as
part of a template.

#. Log in to the CloudStack UI as an administrator or end user.

#. In the left navigation bar, click Templates.

#. In Select View, choose ISOs.

#. Click Add ISO.

#. In the Add ISO screen, provide the following:

   -  **Name**: Short name for the ISO image. For example, CentOS 6.2
      64-bit.

   -  **Description**: Display test for the ISO image. For example,
      CentOS 6.2 64-bit.

   -  **URL**: The URL that hosts the ISO image. The Management Server
      must be able to access this location via HTTP. If needed you can
      place the ISO image directly on the Management Server

   -  **Zone**: Choose the zone where you want the ISO to be available,
      or All Zones to make it available throughout CloudStack.

   -  **Bootable**: Whether or not a guest could boot off this ISO
      image. For example, a CentOS ISO is bootable, a Microsoft Office
      ISO is not bootable.

   -  **OS Type**: This helps CloudStack and the hypervisor perform
      certain operations and make assumptions that improve the
      performance of the guest. Select one of the following.

      -  If the operating system of your desired ISO image is listed,
         choose it.

      -  If the OS Type of the ISO is not listed or if the ISO is not
         bootable, choose Other.

      -  (XenServer only) If you want to boot from this ISO in PV mode,
         choose Other PV (32-bit) or Other PV (64-bit)

      -  (KVM only) If you choose an OS that is PV-enabled, the VMs
         created from this ISO will have a SCSI (virtio) root disk. If
         the OS is not PV-enabled, the VMs will have an IDE root disk.
         The PV-enabled types are:

         -  Fedora 13

         -  Fedora 12

         -  Fedora 11

         -  Fedora 10

         -  Fedora 9

         -  Other PV

         -  Debian GNU/Linux

         -  CentOS 5.3

         -  CentOS 5.4

         -  CentOS 5.5

         -  Red Hat Enterprise Linux 5.3

         -  Red Hat Enterprise Linux 5.4

         -  Red Hat Enterprise Linux 5.5

         -  Red Hat Enterprise Linux 6

      .. note:: 
         It is not recommended to choose an older version of the OS than 
         the version in the image. For example, choosing CentOS 5.4 to 
         support a CentOS 6.2 image will usually not work. In these 
         cases, choose Other.

   -  **Extractable**: Choose Yes if the ISO should be available for
      extraction.

   -  **Public**: Choose Yes if this ISO should be available to other
      users.

   -  **Featured**: Choose Yes if you would like this ISO to be more
      prominent for users to select. The ISO will appear in the Featured
      ISOs list. Only an administrator can make an ISO Featured.

#. Click OK.

   The Management Server will download the ISO. Depending on the size of
   the ISO, this may take a long time. The ISO status column will
   display Ready once it has been successfully downloaded into secondary
   storage. Clicking Refresh updates the download percentage.

#. **Important**: Wait for the ISO to finish downloading. If you move on
   to the next task and try to use the ISO right away, it will appear to
   fail. The entire ISO must be available before CloudStack can work
   with it.


Attaching an ISO to a VM
~~~~~~~~~~~~~~~~~~~~~~~~~

#. In the left navigation, click Instances.

#. Choose the virtual machine you want to work with.

#. Click the Attach ISO button. |iso.png|

#. In the Attach ISO dialog box, select the desired ISO.

#. Click OK.


Changing a VM's Base Image
~~~~~~~~~~~~~~~~~~~~~~~~~~

Every VM is created from a base image, which is a template or ISO which
has been created and stored in CloudStack. Both cloud administrators and
end users can create and modify templates, ISOs, and VMs.

In CloudStack, you can change an existing VM's base image from one
template to another, or from one ISO to another. (You can not change
from an ISO to a template, or from a template to an ISO).

For example, suppose there is a template based on a particular operating
system, and the OS vendor releases a software patch. The administrator
or user naturally wants to apply the patch and then make sure existing
VMs start using it. Whether a software update is involved or not, it's
also possible to simply switch a VM from its current template to any
other desired template.

To change a VM's base image, call the restoreVirtualMachine API command
and pass in the virtual machine ID and a new template ID. The template
ID parameter may refer to either a template or an ISO, depending on
which type of base image the VM was already using (it must match the
previous type of image). When this call occurs, the VM's root disk is
first destroyed, then a new root disk is created from the source
designated in the template ID parameter. The new root disk is attached
to the VM, and now the VM is based on the new template.

You can also omit the template ID parameter from the
restoreVirtualMachine call. In this case, the VM's root disk is
destroyed and recreated, but from the same template or ISO that was
already in use by the VM.


Using SSH Keys for Authentication
---------------------------------

In addition to the username and password authentication, CloudStack
supports using SSH keys to log in to the cloud infrastructure for
additional security. You can use the createSSHKeyPair API to generate
the SSH keys.

Because each cloud user has their own SSH key, one cloud user cannot log
in to another cloud user's instances unless they share their SSH key
files. Using a single SSH key pair, you can manage multiple instances.


Creating an Instance Template that Supports SSH Keys
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Create an instance template that supports SSH Keys.

#. Create a new instance by using the template provided by cloudstack.

   For more information on creating a new instance, see

#. Download the cloudstack script from `The SSH Key Gen Script 
   <http://sourceforge.net/projects/cloudstack/files/SSH%20Key%20Gen%20Script/>`_ 
   to the instance you have created.

   .. sourcecode:: bash

      wget http://downloads.sourceforge.net/project/cloudstack/SSH%20Key%20Gen%20Script/cloud-set-guest-sshkey.in?r=http%3A%2F%2Fsourceforge.net%2Fprojects%2Fcloudstack%2Ffiles%2FSSH%2520Key%2520Gen%2520Script%2F&ts=1331225219&use_mirror=iweb

#. Copy the file to /etc/init.d.

   .. sourcecode:: bash

      cp cloud-set-guest-sshkey.in /etc/init.d/

#. Give the necessary permissions on the script:

   .. sourcecode:: bash

      chmod +x /etc/init.d/cloud-set-guest-sshkey.in

#. Run the script while starting up the operating system:

   .. sourcecode:: bash

      chkconfig --add cloud-set-guest-sshkey.in

#. Stop the instance.


Creating the SSH Keypair
~~~~~~~~~~~~~~~~~~~~~~~~

You must make a call to the createSSHKeyPair api method. You can either
use the CloudStack Python API library or the curl commands to make the
call to the cloudstack api.

For example, make a call from the cloudstack server to create a SSH
keypair called "keypair-doc" for the admin account in the root domain:

.. note:: 
   Ensure that you adjust these values to meet your needs. If you are 
   making the API call from a different server, your URL/PORT will be 
   different, and you will need to use the API keys.

#. Run the following curl command:

   .. sourcecode:: bash

      curl --globoff "http://localhost:8096/?command=createSSHKeyPair&name=keypair-doc&account=admin&domainid=5163440e-c44b-42b5-9109-ad75cae8e8a2"

   The output is something similar to what is given below:

   .. sourcecode:: bash

      <?xml version="1.0" encoding="ISO-8859-1"?><createsshkeypairresponse cloud-stack-version="3.0.0.20120228045507"><keypair><name>keypair-doc</name><fingerprint>f6:77:39:d5:5e:77:02:22:6a:d8:7f:ce:ab:cd:b3:56</fingerprint><privatekey>-----BEGIN RSA PRIVATE KEY-----
      MIICXQIBAAKBgQCSydmnQ67jP6lNoXdX3noZjQdrMAWNQZ7y5SrEu4wDxplvhYci
      dXYBeZVwakDVsU2MLGl/K+wefwefwefwefwefJyKJaogMKn7BperPD6n1wIDAQAB
      AoGAdXaJ7uyZKeRDoy6wA0UmF0kSPbMZCR+UTIHNkS/E0/4U+6lhMokmFSHtu
      mfDZ1kGGDYhMsdytjDBztljawfawfeawefawfawfawQQDCjEsoRdgkduTy
      QpbSGDIa11Jsc+XNDx2fgRinDsxXI/zJYXTKRhSl/LIPHBw/brW8vzxhOlSOrwm7
      VvemkkgpAkEAwSeEw394LYZiEVv395ar9MLRVTVLwpo54jC4tsOxQCBlloocK
      lYaocpk0yBqqOUSBawfIiDCuLXSdvBo1Xz5ICTM19vgvEp/+kMuECQBzm
      nVo8b2Gvyagqt/KEQo8wzH2THghZ1qQ1QRhIeJG2aissEacF6bGB2oZ7Igim5L14
      4KR7OeEToyCLC2k+02UCQQCrniSnWKtDVoVqeK/zbB32JhW3Wullv5p5zUEcd
      KfEEuzcCUIxtJYTahJ1pvlFkQ8anpuxjSEDp8x/18bq3
      -----END RSA PRIVATE KEY-----
      </privatekey></keypair></createsshkeypairresponse>

#. Copy the key data into a file. The file looks like this:

   .. sourcecode:: bash

      -----BEGIN RSA PRIVATE KEY-----
      MIICXQIBAAKBgQCSydmnQ67jP6lNoXdX3noZjQdrMAWNQZ7y5SrEu4wDxplvhYci
      dXYBeZVwakDVsU2MLGl/K+wefwefwefwefwefJyKJaogMKn7BperPD6n1wIDAQAB
      AoGAdXaJ7uyZKeRDoy6wA0UmF0kSPbMZCR+UTIHNkS/E0/4U+6lhMokmFSHtu
      mfDZ1kGGDYhMsdytjDBztljawfawfeawefawfawfawQQDCjEsoRdgkduTy
      QpbSGDIa11Jsc+XNDx2fgRinDsxXI/zJYXTKRhSl/LIPHBw/brW8vzxhOlSOrwm7
      VvemkkgpAkEAwSeEw394LYZiEVv395ar9MLRVTVLwpo54jC4tsOxQCBlloocK
      lYaocpk0yBqqOUSBawfIiDCuLXSdvBo1Xz5ICTM19vgvEp/+kMuECQBzm
      nVo8b2Gvyagqt/KEQo8wzH2THghZ1qQ1QRhIeJG2aissEacF6bGB2oZ7Igim5L14
      4KR7OeEToyCLC2k+02UCQQCrniSnWKtDVoVqeK/zbB32JhW3Wullv5p5zUEcd
      KfEEuzcCUIxtJYTahJ1pvlFkQ8anpuxjSEDp8x/18bq3
      -----END RSA PRIVATE KEY-----

#. Save the file.


Creating an Instance
~~~~~~~~~~~~~~~~~~~~

After you save the SSH keypair file, you must create an instance by
using the template that you created at `Section 5.2.1, “ Creating an
Instance Template that Supports SSH Keys” <#create-ssh-template>`__.
Ensure that you use the same SSH key name that you created at
`Section 5.2.2, “Creating the SSH Keypair” <#create-ssh-keypair>`__.

.. note:: 
   You cannot create the instance by using the GUI at this time and 
   associate the instance with the newly created SSH keypair.

A sample curl command to create a new instance is:

.. sourcecode:: bash

   curl --globoff http://localhost:<port number>/?command=deployVirtualMachine\&zoneId=1\&serviceOfferingId=18727021-7556-4110-9322-d625b52e0813\&templateId=e899c18a-ce13-4bbf-98a9-625c5026e0b5\&securitygroupids=ff03f02f-9e3b-48f8-834d-91b822da40c5\&account=admin\&domainid=1\&keypair=keypair-doc

Substitute the template, service offering and security group IDs (if you
are using the security group feature) that are in your cloud
environment.


Logging In Using the SSH Keypair
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

To test your SSH key generation is successful, check whether you can log
in to the cloud setup.

For example, from a Linux OS, run:

.. sourcecode:: bash

   ssh -i ~/.ssh/keypair-doc <ip address>

The -i parameter tells the ssh client to use a ssh key found at
~/.ssh/keypair-doc.


Resetting SSH Keys
~~~~~~~~~~~~~~~~~~

With the API command resetSSHKeyForVirtualMachine, a user can set or
reset the SSH keypair assigned to a virtual machine. A lost or
compromised SSH keypair can be changed, and the user can access the VM
by using the new keypair. Just create or register a new keypair, then
call resetSSHKeyForVirtualMachine.


.. |basic-deployment.png| image:: _static/images/basic-deployment.png
   :alt: Basic two-machine CloudStack deployment
.. |VMSnapshotButton.png| image:: _static/images/VMSnapshotButton.png
   :alt: button to restart a VPC
.. |delete-button.png| image:: _static/images/delete-button.png
.. |EditButton.png| image:: _static/images/edit-icon.png
   :alt: button to edit the properties of a VM
.. |change-affinity-button.png| image:: _static/images/change-affinity-button.png
   :alt: button to assign an affinity group to a virtual machine.
.. |ChangeServiceButton.png| image:: _static/images/change-service-icon.png
   :alt: button to change the service of a VM
.. |Migrateinstance.png| image:: _static/images/migrate-instance.png
   :alt: button to migrate an instance
.. |Destroyinstance.png| image:: _static/images/destroy-instance.png
   :alt: button to destroy an instance
.. |iso.png| image:: _static/images/iso-icon.png
   :alt: depicts adding an iso image
.. |console-icon.png| image:: _static/images/console-icon.png
   :alt: depicts adding an iso image
.. |revert-vm.png| image:: _static/images/revert-vm.png
   :alt: depicts adding an iso image
.. |StopButton.png| image:: _static/images/stop-instance-icon.png
   :alt: depicts adding an iso image