Installation and Deployment
Environment Preparations
Prerequisites
- ZStack Cloud ISO is built on Helix, a self-made virtualization kernel software that operates between the infrastructure layer and the upper-layer operating systems. It integrates essential components like hardware drivers, macro kernels, and virtual agents, shielding the differences among heterogeneous hardware. This releases operating systems from hardware driver dependencies, ensuring proper access to the heterogeneous hardware on the under layer. By doing so, Helix enhances hardware compatibility, high reliability, high availability, scalability, and performance of your virtual environment.
- The following ISO version of ZStack Cloud is available:
- h84r: ZStack-Cloud-x86_64-DVD-4.8.38-h84r.iso
Note:
- Starting from the version 4.8.10, h84r ISO is available on the official website. The ISO of the h76c or h79c version is no longer provided. If you have deployed your Cloud based on an h76c or h79c ISO, contact the technical support for upgrading.
- Starting from the version 4.7.21, ZStack Cloud provides 3 versions of ISO: h76c ISO, h79c ISO, and h84r ISO. The h84r ISO need to be got from official technical support.
- Starting from the version 4.7.0, ZStack Cloud provides ISO based on Helix, a self-made virtualization kernel software. Currently, two ISO versions are available: h76c and h79c. The ISO of the c76 and c79 version is no longer provided. You can use an h76c or h79c ISO to upgrade a Cloud installed before to the latest version.
- Starting from the version 4.6.0, ZStack Cloud custom ISO of the c74 version is no longer available. If you have deployed the ISO of the c74 version, contact the technical support for upgrading.
- Starting from the version 3.7.1, ZStack Cloud custom ISO of the c72 version is no longer available. If you have deployed the ISO of the c72 version, contact the technical support for upgrading.
- ZStack Cloud allows for offline installation. You do not need to connect to the public network or configure the local repo.
- The following installation modes are available: Enterprise Management Node , Community Management Node, Compute Node, Expert Mode, and Simplified Expert Mode. You can select a mode based on your business needs.
- Default settings: DATE&TIME: Asia/Shanghai timezone. LANGUAGE SUPPORT: English (United States). KEYBOARD: English (US).
- Prepare files.
- Write the image.
- Install the operating system.
Procedure
-
Prepare files.
Before you install ZStack Cloud, prepare the following packages for installation and deployment:
- ZStack Cloud custom
ISO:
- h84r: ZStack-Cloud-x86_64-DVD-4.8.38-h84r.iso
- Download address: Click here
- ZStack Cloud installation
package:
- Software: ZStack-Cloud-installer-4.8.38.bin
- Download address: Click here
Note: After you download the software packages, check the
MD5 hash by using a MD5 checker to verify software integrity. - ZStack Cloud custom
ISO:
-
Use Rufus to burn the ISO image file to a U disk.
Use Rufus or Fedora Media Writer to burn the ISO image to a U disk. The steps of using these two tools to burn the ISO image is same and this topic takes Rufus as an example. For detailed information about using Fedora Media Writer, see Quick Installation and Usage Tutorial
-
Install the operating system.
Network Bonding (Optional)
This topic describes how to configure network bonding. You can use this method when you want to install and deploy ZStack Cloud in your production environments. ZStack Cloud supports IEEE 802.3ad for link aggregation.
You can configure network bonding by using command line tool or GUI.
Command Line Tool
# Create a link aggregation virtual interface in LACP mode
zs-bond-lacp -c [bond-name]
zs-bond-lacp -c bond0
# Create another link aggregation virtual interface in active-backup mode
zs-bond-ab -c [bond-name]
zs-bond-ab -c bond0
# Bind the physical interface to the link aggregation interface
zs-nic-to-bond -a [bond-name] [nic-name]
zs-nic-to-bond -a bond0 ens3
# Create a VLAN interface
zs-vlan -c [nic-name] [vlan]
zs-vlan -c bond0 10
# Create a network bridge, and configure the network IP address for the network bridge
zs-network-setting -b [interface] [ipaddress] [netmask] [gateway]
zs-network-setting -b bond0.10 192.168.1.10 255.255.255.0 192.168.1.1GUI
- Add a bond device.
- Add a bond slave.
- Select a bond mode.
- Disable IPv4 settings of original NIC.
- Complete the NIC bonding configurations.
- Configure static IP address for the bond.
- Configure NIC auto-activation.
- Add a bond device.
On the INSTALLATION SUMMARY page, choose . Then the ens3 configuration page is displayed. Click the plus sign (+) at the lower left, select Bond from the prompted Add device drop-down list, and click Add.
Figure 11. Add Bond Device 
- Add a bond slave.
- On the bond configuration page, click Add to add
a bond slave.
Figure 12. Add Bond Slave 
- On the displayed Choose a Connection Type page,
choose a bond slave connection type from the drop-down list, for
example, Ethernet and then click
Create...
Figure 13. Choose Bond Slave Connection Type 
- On the Ethernet tab of the Editing bond0
slave1 page, select a bond slave device from the
Device drop-down list, for example,
ens3 (MAC address). Then, configure settings
or use the default settings for the other parameters. After you complete
the settings, click Save.
Figure 14. Select Bond Slave Device 
- On the bond configuration page, click Add to add
a bond slave.
- Select a bond mode.
From the Mode drop-down list of the Bond tab, select the bond mode as need, such as Active backup. Then, configure settings or use the default settings for the other parameters. After you complete the settings, click Save.
Figure 15. Select Bond Mode 
- Disable the IPv4 settings of the original NIC.
- On the Ethernet (ens3) page, choose . On the tab, set Method to Disabled and then click Save.
-
Figure 16. Disable IPv4 
- Complete the network bonding configurations.
Note:
Make sure that you turn on the On switch on the bond configuration tab and configure the IP address. In addition, make sure that you turn on the On switch for the bond slave, for example, ens3. Otherwise, you might fail to install ZStack Cloud properly.
Figure 17. Complete NIC Bonding 
- Configure a static IP address for bond device.
- On the INSTALLATION SUMMARY page, choose . Then the Bond (bond0) page is displayed. On the
page, choose . Then you can manually assign an IP address.
Note: You can
also use DHCP to automatically obtain an IP address. - Click Add to add an IP entry, configure the IP address, subnet, and gateway, and then click save to save the configurations.
- On the INSTALLATION SUMMARY page, choose . Then the Bond (bond0) page is displayed. On the
page, choose . Then you can manually assign an IP address.
- Configure NIC auto-activation.On the Bond (bond0) page, choose . Then the auto-activation is enabled.
Figure 18. Configure NIC Auto-Activation 
Install ZStack Cloud
This topic describes the installation mode of ZStack Cloud 4.8.38.
ZStack Cloud Custom ISO Installation Mode
- Enterprise Management Node Mode
- Community Management Node Mode
- Compute Node Mode
- Expert Mode
- Enterprise Management Node Mode
- Install the basic system.
- Install dependencies such as MariaDB and CloudBus.
- Auto-install and start ZStack Cloud
- Community Management Node Mode
- Install the basic system.
- Install dependencies such as MariaDB and CloudBus.
- Auto-install and start ZStack Cloud
Note:
- The Enterprise Management Node Mode is different from the Community Management Node Mode in terms of the license type, which decides the features available on the Cloud.
- The Enterprise Management Node Mode is the same as the Community Management Node Mode in terms of the installation process.
- Compute Node Mode
- Install the basic system.
- Install virtualization components such as libvirt and QEMU.
- Expert Mode
- Install the basic system.
Note:
- The expert mode is basically the same as the minimum installation mode.
- If an admin needs deep customization, the admin can select the Expert Mode and manually customize into one of the other three modes.
| Mode | Scenario |
|---|---|
| Enterprise Management Node Mode | Applicable only to the installation of management nodes of the Enterprise edition. |
| Community Management Node Mode | Applicable only to the installation of management nodes of the Community edition. |
| Compute Node Mode |
Applicable to the installation of all nodes except the
management nodes, such as
|
| Expert Mode |
ZStack Cloud Management Node Mode
- The Enterprise Management Node Mode is different from the Community Management Node Mode in terms of the license type, which decides the features available on the Cloud.
- The Enterprise Management Node Mode is the same as the Community Management Node Mode in terms of the installation process.
Auto-Install ZStack Cloud on Management Node

ZStack Cloud Compute Node Mode
Note: In some scenarios, you
may need to install ZStack Cloud in All-in-One mode. In this
case, we recommend that you select ZStack Cloud Management
Node Mode.Considerations
Technically, a management node can manage unlimited compute nodes. Note that the number of compute nodes that you can use is limited by the quota authorized in the license.
ZStack Cloud Expert Mode
If you select Expert Mode, after the system is installed and restarted, you are redirected to the terminal. Then you can customize installation of ZStack Cloud based on your needs.
Considerations
The expert mode supports simplified installation. After you select ZStack Expert Mode on the left pane, you can select No ZStack Local Repo on the right pane to implement simplified installation.

Note: In simplified expert mode, the ISO file in the
/opt/zstack-dvd/ directory is not copied and configuration
files such as zstack-local.repo are not generated in the
/etc/yum.repos.d/ directory.Manage ZStack Cloud
Procedure
- After the initial installation, the system automatically starts ZStack Cloud service.
- After the management node is restarted, ZStack Cloud service is started.
-
If the management node stops due to maintenance or other exceptions, you need
to manually start the service.
You can use the following command to start ZStack Cloud service:
[root@localhost ~]#zstack-ctl start #Starts the management node and the UI service. -
You can use the
zstack-ctl statuscommand to check the status of the management node services of ZStack Cloud:[root@10-0-5-87 ~]# zstack-ctl status ZSTACK_HOME: /usr/local/zstack/apache-tomcat/webapps/zstack zstack.properties: /usr/local/zstack/apache-tomcat/webapps/zstack/WEB-INF/classes/zstack.properties log4j2.xml: /usr/local/zstack/apache-tomcat/webapps/zstack/WEB-INF/classes/log4j2.xml PID file: /usr/local/zstack/management-server.pid log file: /usr/local/zstack/apache-tomcat/logs/management-server.log version: 4.8.38 (ZStack-enterprise 4.8.38) MN status: Running [PID:123135] UI status: Running [PID:795] http://10.0.0.254:5000 -
You can use the
zstack-ctl ui_statuscommand to check the UI status:[root@172-20-12-20 ~]# zstack-ctl ui_status UI status: Running [PID:8459] http://10.0.0.254:5000 -
If you need to restart management node services but not the UI service, run the
following command:
zstack-ctl restart_node -
We recommend that you do not stop and then restart all services while using
ZStack Cloud. If you do need to restart all services,
run the following command:
zstack-ctl stop && zstack-ctl start
Upgrade ZStack Cloud
Considerations before Upgrade
- Before you upgrade ZStack Cloud, make sure that the management node and compute nodes install an operating system (OS) of the h84r version. Then you can upgrade the management node to h84r OS of the latest version.
- You only need to upgrade the management node. After you complete the management node upgrading, the upgrading of the compute nodes is automatically completed.
- Before you upgrade ZStack Cloud, you need to back up the database as the admin.
- During the upgrading, the UI platform and command line interface of the management node is inaccessible. However, the services of running VM instances are not affected.
- After the upgrading is completed, you need to clean up the browser cache or refresh the UI platform of the management node.
Offline Upgrading
- Before you implement ZStack Cloud offline upgrading as
the admin, you need to prepare the following installation package. We recommend
that you save the installation package or script in the
/root/ directory.
- ZStack Cloud ISO:
- h84r: ZStack-Cloud-x86_64-DVD-4.8.38-h84r.iso
- Download address: Click here
- Installation Package
- ZStack Cloud installation
package:
- Software: ZStack-Cloud-installer-4.8.38.bin
- Download address: Click here
Note: After the software packages are downloaded, you
need to use an MD5 checker to check whether the MD5 hashes of the packages
are consistent with the ones listed on the official website. - ZStack Cloud ISO:
- Before you upgrade as the admin, you need to back up the
database.
- Run the following command to back up the database:
[root@zstack-1 ~]# zstack-ctl dump_mysql --file-name zstack-mysql-before-upgrade
Note:
- After you run the command, a database backup is created in the /var/lib/zstack/mysql-backup/ directory.
- During the upgrading, ZStack Cloud proxy server is upgraded. Data stored on the primary storage and backup storage is not affected.
- You can also use Backup Service of ZStack Cloud to implement scheduled backup of the database.
Note:
- Backup Service is provided in an independent module. You need to purchase the Backup Service Plus License, in addition to the Base License.
- Run the following command to back up the database:
- Run the following command as the admin to upgrade the management service of
ZStack Cloud:
# Two offline upgrading methods are supported. The first one is recommended: # First method: Upgrade the local repo and management service simultaneously: [root@zstack-1 opt]# zstack-upgrade ZStack-Cloud-x86_64-DVD-4.8.38-h84r.iso # Second method: Upgrade the local repo first and then the management service: [root@localhost ~]# zstack-upgrade -r ZStack-Cloud-x86_64-DVD-4.8.38-h84r.iso [root@localhost ~]# bash ZStack-Cloud-installer-4.8.38.bin -u -P MYSQL_ROOT_PASSWORD
Note:
- If the root password of the database is the default password, you do
not need to specify
-P MYSQL_ROOT_PASSWORD. - Before you run the zstack-upgrade command, make sure that you use ISO of the h84r version instead of other versions.
- While upgrading the local repo, the upgrade script is auto-updated. When the update is completed, rerun the preceding command.
- If the root password of the database is the default password, you do
not need to specify










