
Usage Guide
This guide is aimed at Administrators of a CloudStack based Cloud
User Interface
Managing Accounts, Users and Domains
- Roles, Accounts, Users, and Domains
 - Using Dynamic Roles
 - Dedicating Resources to Accounts and Domains
 - How to Dedicate a Zone, Cluster, Pod, or Host to an Account or Domain
 - Using an LDAP Server for User Authentication
 - Using a SAML 2.0 Identity Provider for User Authentication
 - Using OAuth2 Authentication For Users
 - Using Two Factor Authentication For Users
 - Password Recovery for Users (Forgot Password)
 - Using API Key and Secret Key based Authentication
 
Using Projects to Organize User Resources
Service Offerings
Setting up Networking for Users
- Overview of Setting Up Networking for Users
 - About Virtual Networks
 - Network Service Providers
 - Network Offerings
 - Configuring AutoScale with the CloudStack Virtual Router
 
Working with Instances
- About Working with Instances
 - Instance Lifecycle
 - Managing Instances
- Scheduling operations on an Instance
 - Changing the Instance Name, OS, or Group
 - Appending a Name to the Guest Instance’s Internal Name
 - Instance delete protection
 - Changing the Service Offering for an Instance
 - Resetting the Instance Root Volume on Reboot
 - Moving Instances Between Hosts (Manual Live Migration)
 - Moving Instance’s Volumes Between Storage Pools (offline volume Migration)
 - Assigning Instances to Hosts
 - Changing an Instance’s Base Image
 - Instance Lease
 - Advanced Instance Settings
 - Instance Settings for Virtual Trusted Platform Module (vTPM)
 
 - Instance Snapshots
 - Support for Virtual Appliances
 - Importing and Unmanaging Instances
- About Import Export Instances
 - Manage or Unmanage Instances on Managed Hosts
 - Importing Unmanaged Instances
 - Listing unmanaged Instances
 - Importing Unmanaged Instances
 - Discovery of Existing Networks (for vSphere)
 - Unmanaging Instances
 - Import Instances from External Hosts
 - Import Instances from Local/Shared Storage
 
 - Importing Virtual Machines From VMware into KVM
 - Instance Backups (Backup and Recovery Feature)
 - Using SSH Keys for Authentication
 - Assigning GPU/vGPU to Guest Instances
 - Instance Metrics
 
Working with Templates & ISOs
- Working With Templates
- Creating Templates: Overview
 - Requirements for Templates
 - Best Practices for Templates
 - The Default Template
 - Private and Public Templates
 - Creating a Template from an Existing Instance
 - Creating a Template from a Snapshot
 - Uploading Templates from a remote HTTP server
 - Bypassing Secondary Storage For KVM Templates
 - Uploading Templates and ISOs from a local computer
 - Sharing Templates and ISOs with other Accounts/projects
 - Exporting Templates
 - Creating a Linux Template
 - System preparation for Linux
 - Creating a Windows Template
 - Importing Amazon Machine Images
 - Converting a Hyper-V Instance to a Template
 - Adding Password Management to Your Templates
 - Deleting Templates
 
 - Working with ISOs
 
Working with Clusters
Working with Hosts
- Adding Hosts
 - Scheduled Maintenance and Maintenance Mode for Hosts
 - Disabling and Enabling Zones, Pods, and Clusters
 - Removing Hosts
 - Re-Installing Hosts
 - Maintaining Hypervisors on Hosts
 - Hypervisor Capabilities
 - Discovering GPU Devices on KVM Hosts
 - Changing Host Password
 - Over-Provisioning and Service Offering Limits
 - VLAN Provisioning
 - Out-of-band Management
 - Security
 - Server Address Usage
 - Securing Process
 - KVM Libvirt Hook Script Include
 - KVM Rolling Maintenance
 - KVM Auto Enable/Disable Hosts
 
Working with Storage
- Storage Overview
 - Primary Storage
- Best Practices for Primary Storage
 - Runtime Behavior of Primary Storage
 - Hypervisor Support for Primary Storage
 - Using Multiple Local Storages (KVM only)
 - Changing the Scope of the Primary Storage
 - Storage Tags
 - Storage Access Groups
 - Maintenance Mode for Primary Storage
 - Browsing files on a primary storage
 - Setting NFS Mount Options on the Storage Pool
 
 - Secondary Storage
 - Working With Volumes
- Creating a New Volume
 - Uploading an Existing Volume to an Instance
 - Attaching a Volume
 - Detaching and Moving Volumes
 - Instance Storage Migration
 - Finding Primary Storage for Migration
 - Resizing Volumes
 - Root Volume size defined via Service Offering
 - Change disk offering for volume
 - Reset Instance to New Root Disk on Reboot
 - Volume delete protection
 - Volume Deletion and Garbage Collection
 - Volume Metrics
 - Check and repair Volume
 - Importing and Unmanaging Volumes from Storage Pools
 
 - Working with Volume Snapshots
 - Object Storage
 - Shared FileSystems
 
Working with System VMs
- The System VM Template
 - System VM Template bundled with packages
 - Changing the Default System VM Template
 - Accessing System VMs
 - Multiple System VM Support for VMware
 - Console Proxy
- Creating an Instance Console Endpoint
 - Using a SSL Certificate for the Console Proxy
 - Changing the Console Proxy SSL Certificate and Domains
 - Uploading ROOT CA and Intermediate CA
 - Load-balancing Console Proxies / Secondary Storage VMs
 - SSL-Offloading with Load-balancing for Console Proxies / Secondary Storage VMs
 
 - Virtual Router
 - Secondary Storage VM
 - Migrating System VMs
 - Customizing System VMs
 - Troubleshoot networks from System VMs
 
Working with Usage
Managing VM and Volume Allocation
Managing Networks and Traffic
- Guest Traffic
 - Networking in a Pod
 - Networking in a Zone
 - Basic Zone Physical Network Configuration
 - Advanced Zone Physical Network Configuration
 - Editing, Restarting, and Removing a Guest Network
 - Using Multiple Guest Networks
 - Dynamic and Static Routing
- About Network Mode
 - About Routing mode
 - Manage IPv4 Subnets for Zone
 - Manage IPv4 Subnets for Guest Networks
 - Create Network and VPC Offering with ROUTED mode
 - Create Network with Static Routing for IPv4
 - Create Network with Static Routing for IPv6
 - Manage IPv4 Routing Firewall
 - Manage AS number for Dynamic Routing
 - Manage BPG peers for Dynamic Routing
 - Create Network with Dynamic Routing
 - Create VPC with Dynamic Routing
 - CloudStack Kubernetes Service support on ROUTED networks and VPCs
 
 - Guest Network Permissions
 - IP Reservation in Isolated Guest Networks
 - Reserving Public IP Addresses and VLANs for Accounts
 - Configuring Multiple IP Addresses on a Single NIC
 - About Multiple IP Ranges
 - About Elastic IPs
 - Portable IPs
 - Multiple Subnets in Shared Network
 - Isolation in Advanced Zone Using Private VLANs
 - Security Groups
 - External Firewalls and Load Balancers
- About Using a NetScaler Load Balancer
 - Configuring SNMP Community String on a RHEL Server
 - Initial Setup of External Firewalls and Load Balancers
 - Ongoing Configuration of External Firewalls and Load Balancers
 - Load Balancer Rules
 - Configuring SSL Certificate for Load Balancer Rules
 - Configuring AutoScale
 
 - Global Server Load Balancing Support
 - Guest IP Ranges
 - Acquiring a New IP Address
 - Releasing an IP Address
 - Reserving a Public IP Address
 - Releasing a Reserved Public IP Address
 - Static NAT
 - IP Forwarding and Firewalling
 - IP Load Balancing
 - DNS and DHCP
 - Remote Access VPN
 - Limitations of Remote Access VPN
 - About Inter-VLAN Routing (nTier Apps)
 - Configuring a Virtual Private Cloud
- About Virtual Private Clouds
 - Adding a Virtual Private Cloud
 - Adding Network Tiers
 - Configuring Network Access Control List
 - Adding a Private Gateway to a VPC
 - Deploying Instances to the Tier
 - Deploying Instances to VPC Tier and Shared Networks
 - Acquiring a New IP Address for a VPC
 - Releasing an IP Address Allotted to a VPC
 - Enabling or Disabling Static NAT on a VPC
 - Adding Load Balancing Rules on a VPC
 - Adding a Port Forwarding Rule on a VPC
 - Removing Tiers
 - Editing, Restarting, and Removing a Virtual Private Cloud
 - Working with Domain VPCs
 
 - Persistent Networks
 - Setup a Palo Alto Networks Firewall
 - Using Remote Access VPN
 - VNF Templates and Appliances
 
Managing the Cloud
- Using Tags to Organize Resources in the Cloud
 - Using Comments on the Resources in the Cloud
 - Reporting CPU Sockets
 - Changing the Database Configuration
 - Changing the Database Password
 - File encryption type
 - Administrator Alerts
 - Customizing the Network Domain Name
 - Managing log files
 - Stopping and Restarting the Management Server
 - Management Server Statistics and Peers
 
System Reliability and Availability
Tuning
Events and Troubleshooting
- Event Notification
 - TroubleShooting
- Working with Server Logs
 - Data Loss on Exported Primary Storage
 - Recovering a Lost Virtual Router
 - Maintenance mode not working on vCenter
 - Unable to deploy Instances from uploaded vSphere Template
 - Unable to power on Instance on VMware
 - Load balancer rules fail after changing network offering
 - Troubleshooting Internet Traffic