Installation Guide using Ansible

This document describes how to install SODA projects in a local cluster with detailed configuraiton options. These steps will help you to enable / disable projects. After installation using these steps, you can get the features of all the enabled projects. You can test either through SODA Dashboard UI or CLI

Hereafter, Hotpot refers to API, Controller and Dock projects

Pre-config (Ubuntu 16.04 or Ubuntu 18.04)

All the installation work is tested on Ubuntu 16.04 and Ubuntu 18.04, please make sure you have installed the right one. Also root user is REQUIRED before the installation work starts.

Install following packages:

apt-get update && apt-get install -y git make curl wget libltdl7 libseccomp2 libffi-dev gawk

Install docker:

For Ubuntu 16.04
For Ubuntu 18.04
dpkg -i docker-ce_18.06.1~ce~3-0~ubuntu_amd64.deb

Install docker-compose:

curl -L "$(uname -s)-$(uname -m)" -o /usr/local/bin/docker-compose
chmod +x /usr/local/bin/docker-compose

Install golang

golang 1.13.x is supported. To install golang 1.13.9, please follow these steps

tar -C /usr/local -xzf go1.13.9.linux-amd64.tar.gz
echo 'export PATH=$PATH:/usr/local/go/bin' >> /etc/profile
echo 'export GOPATH=$HOME/gopath' >> /etc/profile
source /etc/profile

Check if golang exists

go version

Download SODA installer code

git clone
cd installer/ansible
# Checkout the required version. For example, to checkout v1.3.0 follow
git checkout v1.3.0

Checkout the latest stable release. Current stable release: Isabela(v1.3.0). If you want to get the master branch of all components, you can skip this step. (Master may not be stable or tested fully)

Install ansible tool

This step is needed to upgrade ansible to version 2.4.2 (2.5.1 for Ubuntu 18.04) which is required for the “include_tasks” ansible command.

chmod +x ./ && ./
ansible --version # Ansible version 2.4.x is required.

Python3.6 is a pre-requisite for installation of delfin.If python3.6 is not installed, use the following commands to install python3.6 and other dependencies.

Install Python 3.6 on Ubuntu 16.04

apt-get install software-properties-common python-software-properties -y

# Add Python3.6 apt repository
add-apt-repository ppa:deadsnakes/ppa
apt-get update

# Install python3.6
apt-get install python3.6 -y

# Install and keep both python3.5.2 and python3.6
sudo update-alternatives --install /usr/bin/python3 python3 /usr/bin/python3.5 1
sudo update-alternatives --install /usr/bin/python3 python3 /usr/bin/python3.6 2

# Install python3.6 virtual env and python3.6-dev
apt install python3.6-venv -y
apt install python3.6-dev -y
sudo ln -s /usr/bin/python3.6 /usr/local/bin/python3

# Install python3.6 distutils
apt-get install python-distutils-extra -y
python3 -V

Switch between the two python versions (3.5.2 and 3.6) for python3 via command
sudo update-alternatives --config python3

Workaround for Gnome terminal not working after upgrading python3
Sometimes Gnome terminal does not work after upgrading to Python3.6 on Ubuntu 16.04 and throws errors on all commands.
The following commands can be used as a workaround.
sudo rm /usr/bin/python3
sudo ln -s python3.5 /usr/bin/python3

Workaround for pip3 not updated to latest
sudo ln -s /usr/local/bin/pip /usr/local/bin/pip3

Configure SODA hotpot install variables:

Multi-Cloud installation in HA Mode.

To install SODA Multi-Cloud in HA mode please refer to the Multi-Cloud HA installation guide

Set HOST_IP environment variable

The HOST_IP environment variable has to be set to your local machine IP address

export HOST_IP={your_real_host_ip}
echo $HOST_IP 

You need to modify host_ip in group_vars/common.yml( Modify host_ip and change it to the actual machine IP of the host). For example, here the HOST_IP is set to i.e. localhost. You can set it to your real host ip You can also specify which projects to deploy; only hotpot, only gelato or all.

# This field indicates local machine host ip
# This field indicates which project should be deploy
# 'hotpot', 'gelato' or 'all'
deploy_project: all  #all refers to hotpot + gelato

If you want to integrate SODA hotpot with k8s csi, please modify nbp_plugin_type to csi in group_vars/sushi.yml:

# 'hotpot_only' is the default integration way, but you can change it to 'csi'
# or 'flexvolume'
nbp_plugin_type: hotpot_only


If lvm is chosen as storage backend, modify group_vars/osdsdock.yml:

enabled_backends: lvm


If nfs is chosen as storage backend, modify group_vars/osdsdock.yml:

enabled_backends: nfs


If ceph is chosen as storage backend, modify group_vars/osdsdock.yml:

enabled_backends: ceph # Change it according to the chosen backend. Supported backends include 'lvm', 'ceph', and 'cinder'.

Configure group_vars/ceph/all.yml with an example below:

ceph_origin: repository
ceph_repository: community
ceph_stable_release: luminous # Choose luminous as default version
public_network: "" # Run 'ip -4 address' to check the ip address
cluster_network: "{{ public_network }}"
monitor_interface: eth1 # Change to the network interface on the target machine
devices: # For ceph devices, append ONE or MULTIPLE devices like the example below:
  #- '/dev/sda' # Ensure this device exists and available if ceph is chosen
  #- '/dev/sdb'  # Ensure this device exists and available if ceph is chosen
osd_scenario: collocated


If cinder is chosen as storage backend, modify group_vars/osdsdock.yml:

enabled_backends: cinder # Change it according to the chosen backend. Supported backends include 'lvm', 'ceph', and 'cinder'

# Use block-box install cinder_standalone if true, see details in:
use_cinder_standalone: true

Configure the auth and pool options to access cinder in group_vars/cinder/cinder.yaml. Do not need to make additional configure changes if using cinder standalone.

NetApp NAS

If NetApp NAS is chosen as storage backend, modify group_vars/osdsdock.yml

enable_backends: netapp_ontap_nas

Configure ansible/group_vars/netapp/ontap/ontap_nas.yaml with an example below. (Check the comments in the script below):

  version: 1
  username: "username"                 # USERNAME of the DATA ONTAP cluster access
  password: "password"                 # PASSWORD of the DATA ONTAP Cluster access
  storageDriverName: "ontap-nas"
  managementLIF: ""             # This should be the IP ADDRESS of the DATA ONTAP Cluster
  dataLIF: ""                   # This should be the IP ADDRESS of the NETAPP SVM NFS Server 
  svm: "soda-svm"                      # Name of the SVM which has above NFS server associated
  soda-pool:                           # Change "soda-pool" to the name of the aggregate associated with above SVM
    storageType: file
    availabilityZone: default
    multiAttach: true
        provisioningPolicy: Thin
        compression: false
        deduplication: false
          - Read
          - Write
          - Execute
        accessProtocol: nfs
        maxIOPS: 7000000
        maxBWS: 600
        minIOPS: 1000000
        minBWS: 100
        latency: 100
        diskType: SSD
        latency: 5ms

How to enable Orchestration installation

Update the file ansible/group_vars/orchestration.yml and change the value of enable_orchestration to true

# Install Orchestration Manager (true/false)
enable_orchestration: false

How to enable delfin installation

Update the file ansible/group_vars/delfin.yml and change the value of enable_delfin to true

# Install delfin (true/false)
enable_delfin: true

To enable the Prometheus or Kafka Exporter in delfin change the value of performance_exporters to PerformanceExporterPrometheus or PerformanceExporterKafka or a comma separated list if both.

performance_exporters: PerformanceExporterPrometheus, PerformanceExporterKafka

To enable delfin to push alerts to Alertmanager change the value of alert_exporters

alert_exporters: AlertExporterPrometheus

The Kafka or Prometheus exporters endpoints can be configured here

# Exporter configurations for Kafka
delfin_exporter_kafka_ip: 'localhost'
delfin_exporter_kafka_port: 9092
delfin_exporter_kafka_topic: 'delfin-kafka'

# Exporter configurations for Prometheus
delfin_exporter_prometheus_port: 8195
delfin_exporter_prometheus_cache_file: '/var/lib/delfin/delfin_exporter.txt'

The delfin alertmanager exporter endpoint can be configured here

#Exporter configurations for Alert Manager
delfin_exporter_alertmanager_host: 'localhost'
delfin_exporter_alertmanager_port: 9093

Enable SRM Toolchain installation The SRM Toolchain is required to view the metrics and visualization in the SODA Dashboard. Update the file ansible/group_vars/srm-toolchain.yml and change the value of install_srm_toolchain to true If this value is set to false then the metrics and visualization will not be available using SODA Dashboard.

install_srm_toolchain: true

This will install Prometheus, AlertManager and Grafana versions as per the configuration below and can be changed.

prometheus_image_tag: v2.23.0
prometheus_port: 9090

alertmanager_image_tag: v0.21.0
alertmanager_port: 9093

grafana_image_tag: 7.3.5
grafana_port: 3000

Please note this will install the SRM Toolchain as docker containers. If you already have any of the above running then please make the appropriate changes to the docker container name and ports in the ansible/srm-toolchain/docker-compose.yml

Check if the hosts can be reached

ansible all -m ping -i local.hosts

Run the ansible playbook

Run SODA installer ansible playbook to start deploy

ansible-playbook site.yml -i local.hosts
# You can use the -vvv or -vv option to enable verbose display and debug mode.
[verbosity level: -vv < -vvv]
ansible-playbook site.yml -i local.hosts -vvv

SODA ansible installer supports installation using tags. To install a particular service use the playbook as follows

#This installs only delfin
ansible-playbook site.yml -i local.hosts -vvv --tags delfin

Supported tags: keystone, hotpot, dock, delfin, srm_toolchain, gelato, sushi, dashboard, orchestration

How to test SODA projects cluster

Configure SODA projects env variable required for CLI as well as Dashboard access:

sudo cp /opt/opensds-hotpot-linux-amd64/bin/osdsctl /usr/local/bin/

export OPENSDS_ENDPOINT=http://{your_real_host_ip}:50040
export OS_AUTH_URL=http://{your_real_host_ip}/identity
export OS_USERNAME=admin
export OS_PASSWORD=opensds@123
export OS_TENANT_NAME=admin
export OS_PROJECT_NAME=admin
export OS_USER_DOMAIN_ID=default

osdsctl pool list # Check if the pool resource is available

Volume creation steps

Create a default profile

osdsctl profile create '{"name": "default_block", "description": "default policy", "storageType": "block"}'

Create a volume:

osdsctl volume create 1 --name=test-001

List all volumes:

osdsctl volume list

Delete the volume:

osdsctl volume delete <your_volume_id>

Fileshare creation steps

Create a default_fileshare profile

osdsctl profile create '{"name":"default_fileshare", "description":"default policy for fileshare", "storageType":"file"}'

Create a Fileshare

osdsctl fileshare create 1 -n "test_fileshare" -p <profile_id>

List all fileshare

osdsctl fileshare list

Delete the Fileshare

osdsctl fileshare delete <fileshare id>

SODA Dashboard UI

SODA Dashboard UI is available at http://{your_host_ip}:8088, please login the dashboard using the default admin credentials: admin/opensds@123. Create tenant, user, and profiles as admin. Multi-Cloud service is also supported by dashboard.

Please Note

To use the multicloud service, an AK/SK must be generated before anything else. To do this you can follow the steps below:

  1. Go to AK/SK Management
  2. Click on Add AK/SK button.
  3. Save the file (Do not forget to save this file and keep it safe.)

To use the Block and File service, respective profile must be created before using these services. To do this you can follow the steps below:

  1. Go to Profiles
  2. Click on Create button.
  3. Enter the details and select the Storage type as Block or File.
  4. Create one profile for Block type and name it default_block.
  5. Create one profile for File type and name it default_file.
  6. Save the profile and select it when you are creating a new volume or file share.
  7. Make sure you enable the snapshot policy and replication policy in the profile if you intend to create either.

Logout of the dashboard as admin and login the dashboard again as a non-admin user to manage storage resource:

Volume Service

  1. Create volume.
  2. Create snapshot.
  3. Expand volume size.
  4. Create volume from snapshot.
  5. Create volume group.

FileShare service

  1. Create fileshare.
  2. Create snapshot.
  3. Set access permission on fileshare (ip based access permissions are allowed).

Multi Cloud Service

  1. Register object storage backend.
  2. Create bucket.
  3. Upload object.
  4. Download object.
  5. Migrate objects based on bucket across cloud.
  6. Create lifecycle for buckets.
  7. Archive / Retrieve Objects.
  8. File & Block service.

How to uninstall SODA including purge and clean

Run SODA installer ansible playbook to clean the environment

ansible-playbook clean.yml -i local.hosts
# You can use the -vvv option to enable verbose display and debug mode.
ansible-playbook clean.yml -i local.hosts -vvv

SODA ansible installer supports uninstallation using tags. To uninstall a particular service use the playbook as follows

#This uninstalls only delfin
ansible-playbook clean.yml -i local.hosts -vvv --tags delfin

Supported tags: keystone, hotpot, dock, delfin, srm_toolchain, gelato, sushi, dashboard, orchestration

Run ceph-ansible playbook to clean ceph cluster if ceph is deployed

cd /opt/ceph-ansible
sudo ansible-playbook infrastructure-playbooks/purge-cluster.yml -i ceph.hosts

In addition, clean up the logical partition on the physical block device used by ceph, using the fdisk tool.

Remove ceph-ansible source code (optional)

sudo rm -rf /opt/ceph-ansible