Install the Management Node

The management node hosts ZSphere management services, Web UI, and basic control services. It is the entry point for completing platform deployment and managing resources after deployment.

Select an installation method based on your network planning and deployment scenario. In production environments, bonded NIC deployment is typically used to improve management network reliability. In simple verification scenarios or single-NIC environments, you can use single NIC deployment. If you need to configure the management node from a text interface after installation, use the TUI installation path.

After installation, check the ZSphere service status and determine whether to set up management node HA based on business continuity requirements.

Bonded NIC Deployment

To meet the requirements for network port bandwidth capacity and high reliability, NIC bonding must be configured in production environments. Since the operating system installation process is identical for both x86 and ARM servers, this chapter uses x86 servers to introduce the detailed installation procedure.

Procedure

  1. Select the boot option.
    Enter the ISO boot interface and choose the default option to start the operating system installation. You can select based on your actual situation, but we recommend using the graphical user interface (GUI) for installation. If the server does not have a VGA port and only supports serial connections, you can use either VNC or text mode installation methods.
    • GUI method
    • VNC method
    • Text mode method
    Figure 1. System Boot


  2. Review the installation configuration summary.
    This page displays the system installation configuration. You can modify the configuration as needed. By default, ZSphere is configured with the following settings:
    • Keyboard: English (US)
    • Language Support: English (United States)
    • Time & Date: Asia/Shanghai (UTC+8). We recommend that you check the host's time in advance and configure it to the current time and time zone.
    Figure 2. System Installation Interface


  3. Select the installation mode.
    1. On the INSTALLATION SUMMARY page, click Software Selection.
    2. On the SOFTWARE SELECTION page, choose the installation mode.
      Set the servers for management nodes to Management Node mode. Set the other servers to Compute Node mode.
    3. After selecting the installation mode, click Done.
    Figure 3. Select Installation Mode


  4. Configure the disk partitions.
    1. On the INSTALLATION SUMMARY page, click Installation Destination to enter the INSTALLATION DESTINATION page.
    2. For Device Selection, we recommend that you only configure the system disk. After the system is installed, you can configure other disks.
    3. For Storage Configuration, we recommend selecting Automatic to automatically configure the disk partitions.
      If you need to manually configure disk partitions, refer to the following guidelines based on the BIOS boot mode:
      • UEFI Mode:
        • /boot: This directory stores the core files needed for Linux boot. We recommend allocating 1 GB of space.
        • /boot/efi: This directory stores the UEFI boot files. We recommend allocating 500 MB.
        • swap: This is the swap area. We recommend allocating 32 GB.
        • /: This is the root directory for the Linux system. We recommend allocating all remaining space.
      • Legacy Mode:
        • /boot: This directory stores the core files needed for Linux boot. We recommend allocating 1 GB of space.
        • swap: This is the swap area. We recommend allocating 32 GB.
        • /: This is the root directory for the Linux system. We recommend allocating all remaining space.
      Note:
      • The above values represent the recommended partition sizes for ZSphere (total disk capacity should be greater than 300 GB).
      • In Legacy mode, if the system disk capacity exceeds 2 TB, you need to configure a BIOS boot partition to support GPT partitioning. UEFI mode does not have this limitation and supports GPT partitioning.
    4. Review the configuration and click Done.
    Figure 4. Configure Disk Partitions


  5. Add a bond device.
    1. On the INSTALLATION SUMMARY page, click Network & Host Name.
    2. On the NETWORK & HOST NAME page, click the + button at the bottom left of the page. This will open the Add device dialog. From the drop-down list, choose Bond, then click Add.
    Figure 5. Add Bond Device


  6. Add a Bond Slave.
    1. In the Bond configuration dialog, adjust the Connection name as needed.
      Note: Make sure the Connection name matches the Interface name.
      Figure 6. Adjust Connection Name


    2. On the Bond configuration window, click Add to add a bond slave.
      Figure 7. Add Bond Slave


    3. In the Choose a Connection Type dialog, choose a connection type from the drop-down list, such as Ethernet, and then click Create....
      Figure 8. Select Bond Slave Connection Type


    4. On the Ethernet tab of the Editing bond0 slave1 dialog, click Device and select the Slave device you want to bind, such as ens3 (corresponding MAC address). Keep the other options as default or customize them as needed, then click Save.
      Figure 9. Select Bond Slave Device


  7. Select the Bond mode.
    In the Bond configuration dialog, choose the bond mode from the Mode drop-down list as needed, such as Active backup. Keep the other options as default or customize them as needed, then click Save.
    Figure 10. Select Bond Mode


  8. Disable IPv4 on the original NIC.
    1. Select the original NIC, such as Ethernet (ens3), and click Configure.
      Figure 11. Configure Original NIC


    2. The Editing ens3 dialog pops up. Click IPv4 Settings to access the IPv4 Settings tab. Change the Method parameter value to Disabled, then click Save.
      Figure 12. Disable IPv4


  9. Configure a static IP address for Bond.
    1. On the NETWORK & HOST NAME page, choose the bond device, such as Bond (bond0), and then click Configure.
    2. The Editing bond0 dialog pops up. click IPv4 Settings to access the IPv4 Settings tab. Change the Method parameter value to Manual to switch the IP address acquisition method to manual.
      Note: You can configure the IP address acquisition method as needed, including using DHCP for automatic acquisition or specifying it manually.
    3. Click Add to add an IP address entry. Configure the IP address, netmask, and gateway as needed, then click Save to save the configuration.
    Figure 13. Configure Bond Static IP Address


  10. Configure the NIC to activate automatically.
    In the Editing bond0 dialog, click General to access the General tab. Select the Connect automatically with priority checkbox to set the NIC to activate automatically, then click Save.
    Figure 14. Configure NIC to Activate Automatically


  11. Complete the Bond configuration.
    1. Check the Bond configuration settings. Ensure that On is enabled and that you have configured the IP address. Also, make sure the Bond Slave (such as ens3) is set to On. Otherwise, ZSphere will not be installed properly.
    2. Review the configuration and click Done to return to the INSTALLATION SUMMARY page.
    Figure 15. Check Bond Configuration


  12. On the INSTALLATION SUMMARY page, click Root Password to set the root password for the operating system.
  13. On the INSTALLATION SUMMARY page, click Begin Installation to begin installing the operating system.

Single NIC Deployment

The operating system installation process is identical for both x86 and ARM servers. This chapter uses x86 servers to introduce the detailed installation procedure.

Procedure

  1. Select the boot option.
    Enter the ISO boot interface and choose the default option to start the operating system installation. You can select based on your actual situation, but we recommend using the graphical user interface (GUI) for installation. If the server does not have a VGA port and only supports serial connections, you can use either VNC or text mode installation methods.
    • GUI method
    • VNC method
    • Text mode method
    Figure 16. System Boot


  2. Review the installation configuration summary.
    This page displays the system installation configuration. You can modify the configuration as needed. By default, ZSphere is configured with the following settings:
    • Keyboard: English (US)
    • Language Support: English (United States)
    • Time & Date: Asia/Shanghai (UTC+8). We recommend that you check the host's time in advance and configure it to the current time and time zone.
    Figure 17. System Installation Interface


  3. Select the installation mode.
    1. On the INSTALLATION SUMMARY page, click Software Selection.
    2. On the SOFTWARE SELECTION page, choose the installation mode.
      Set the servers for management nodes to Management Node mode. Set the other servers to Compute Node mode.
    3. After selecting the installation mode, click Done.
    Figure 18. Select Installation Mode


  4. Configure the disk partitions.
    1. On the INSTALLATION SUMMARY page, click Installation Destination to enter the INSTALLATION DESTINATION page.
    2. For Device Selection, we recommend that you only configure the system disk. After the system is installed, you can configure other disks.
    3. For Storage Configuration, we recommend selecting Automatic to automatically configure the disk partitions.
      If you need to manually configure disk partitions, refer to the following guidelines based on the BIOS boot mode:
      • UEFI Mode:
        • /boot: This directory stores the core files needed for Linux boot. We recommend allocating 1 GB of space.
        • /boot/efi: This directory stores the UEFI boot files. We recommend allocating 500 MB.
        • swap: This is the swap area. We recommend allocating 32 GB.
        • /: This is the root directory for the Linux system. We recommend allocating all remaining space.
      • Legacy Mode:
        • /boot: This directory stores the core files needed for Linux boot. We recommend allocating 1 GB of space.
        • swap: This is the swap area. We recommend allocating 32 GB.
        • /: This is the root directory for the Linux system. We recommend allocating all remaining space.
      Note:
      • The above values represent the recommended partition sizes for ZSphere (total disk capacity should be greater than 300 GB).
      • In Legacy mode, if the system disk capacity exceeds 2 TB, you need to configure a BIOS boot partition to support GPT partitioning. UEFI mode does not have this limitation and supports GPT partitioning.
    4. Review the configuration and click Done.
    Figure 19. Configure Disk Partitions


  5. Start configuring the NIC.
    1. On the INSTALLATION SUMMARY page, click Network & Host Name to access the NETWORK & HOST NAME page.
    2. Select a NIC from the list on the left, such as Ethernet (ens3).
    3. Click Configure.
    Figure 20. Configure NIC


  6. Configure a static IP address for the NIC.
    1. In the Editing ens3 dialog, click IPv4 Settings.
    2. For Method, choose the IP address acquisition method as needed. For example, select Manual to specify the IP address manually.
    3. Click Add to add an IP address entry, and configure the IP address, netmask, and gateway as needed.
    Figure 21. Configure Static IP Address


  7. Configure the NIC to activate automatically.
    1. In the Editing ens3 dialog, click General, then select the Connect automatically with priority checkbox to set the NIC for automatic activation.
    2. Review the configuration and click Save.
    Figure 22. Configure NIC to Activate Automatically


  8. Complete the NIC configuration.
    1. Return to the NETWORK & HOST NAME page, and confirm that you have selected the correct NIC and that the NIC status is ON.
    2. Click Done to return the INSTALLATION SUMMARY page.
    Figure 23. Check NIC Configuration


  9. On the INSTALLATION SUMMARY page, click Root Password to set the root password for the operating system.
  10. On the INSTALLATION SUMMARY page, click Begin Installation to begin installing the operating system.

Install with TUI

This chapter describes the complete procedure for deploying a Compute Node from an ISO, configuring the management network as a bond in the TUI, and installing the management node on that compute node.

Procedure

  1. Select the boot option.
    Enter the ISO boot interface and choose the default option to start the operating system installation. You can select based on your actual situation, but we recommend using the graphical user interface (GUI) for installation. If the server does not have a VGA port and only supports serial connections, you can use either VNC or text mode installation methods.
    • GUI method
    • VNC method
    • Text mode method
    Figure 24. System Boot


  2. Enter the INSTALLATION SUMMARY wizard.
    After the installation boot screen loads automatically, the INSTALLATION SUMMARY page appears. On this page, focus on the following three configuration items: Installation Destination, Software Selection, and Root Password.
    Figure 25. INSTALLATION SUMMARY Overview


  3. Configure Installation Destination.
    1. Click Installation Destination.
    2. Under Local Standard Disks, select a disk to use as the system disk.
    3. Keep Storage Configuration set to the default Automatic.
    4. Click Done in the upper-left corner to return.
    Figure 26. Select the System Disk


  4. Configure Software Selection.
    1. Click Software Selection.
    2. Under Base Environment, select Compute Node for the compute node mode.
    3. Click Done in the upper-left corner to return.
    Figure 27. Select the Compute Node Mode


  5. Configure the Root Password.
    1. Click Root Password.
    2. Enter and confirm the root password.

      The password must meet the strength requirements indicated by the prompt.

    3. Click Done to return.
  6. Start the installation and wait for it to finish.

    Verify that all items marked with red boxes are configured (no yellow warning bars remain), and click Begin Installation in the lower-right corner to start the installation.

    Figure 28. Begin Installation


    The installation completes automatically and requires no manual intervention. After the installation finishes, the system reboots and the TUI appears.

  7. Enter the TUI main screen and complete root authentication.
    The TUI is divided into four information areas:
    • NODE INFO: Node uptime, load, CPU, and memory usage.
    • DISK INFO: Disk mount points and capacity.
    • NIC INFO: NIC names and IP addresses. The default NIC, such as ens3, is displayed at first boot.
    • VM INFO: List of virtual machines on the current node.
    The shortcut keys are shown at the bottom of the screen:
    • <F2> System Configuration: Enter system configuration.
    • <F12> Reboot/Poweroff: Reboot or shut down the system.
    Figure 29. TUI Screen


    1. Press F2 to enter system configuration. The ROOT PASSWORD authentication dialog box appears.
    2. Enter the root password and press Enter to confirm.
    Figure 30. Enter the Root Password for Authentication


  8. Open the Configure Networks settings.
    After authentication, the System Configuration menu appears.
    1. Use the arrow keys to select Configure Networks, and then press Enter.
    2. In the CONFIGURE NETWORKS dialog box that appears, select the physical NIC to configure (for example, ens3).
    3. Switch the keyboard to uppercase.
    4. Press the A key to trigger the Link <A>ggregation operation.
      Note: Make sure the keyboard is in uppercase mode. Otherwise, pressing A will not start the bond creation process.
    Figure 31. Select a NIC and Trigger Link Aggregation


  9. Select the bond mode.
    1. In the CONFIGURE BOND dialog box that appears, select a bond mode.
    2. This chapter uses Active-Backup as an example. Press Enter to confirm.
    Figure 32. Select the Active-Backup Bond Mode


  10. Name the bond and select slave NICs.
    The CONFIGURE BOND SLAVE dialog box appears. Configure the following settings.
    1. In BOND NAME, enter a name for the bond, for example, bond0.
    2. In Select SLAVES, use the arrow keys to navigate to the target NIC and press Space to select it.

      A selected NIC is marked with [X].

    3. After selecting all required NICs, press Enter to confirm.
    Figure 33. Enter the Bond Name and Select Slave NICs


  11. Confirm the bond configuration.
    The CONFIGURE BOND NETWORK CONFIRM warning dialog box appears with the following message:
    Be careful! Changing the network configuration may cause failure!
    If you know what you are doing, then enter 'Y' to continue!
    1. Switch the keyboard to uppercase.
    2. Press the Y key to confirm the configuration.
      Figure 34. Confirm the Bond Network Configuration


    3. When the operation is successful, the SUCCESS dialog box appears with the message Network configuration is changed successfully!. Press Enter to close it.
      Figure 35. Bond Created Successfully


  12. Select the bond to configure its IP.
    You return to the Configure Networks dialog box.
    1. In the NIC list, select the bond created in the previous step (for example, bond0).
    2. Press Enter to enter the IP configuration.
    Figure 36. Select bond0 to Configure the IP Address


  13. Configure the management network IP address.
    1. In the CONFIGURE NETWORK dialog box, enter the following fields as shown in the example:
      • VLAN ID: Enter the VLAN ID of the management network. Leave it empty if no VLAN is used.
      • IP ADDR: Enter the management network IP address, for example, 172.26.215.195.
      • NETMASK: Enter the subnet mask, for example, 255.255.0.0.
      • GATEWAY(DEF): Enter the default gateway, for example, 172.26.0.1.
    2. Press Enter to confirm.
    Figure 37. IP Configuration Example


  14. Confirm the IP configuration.
    1. Press Enter to submit. The CONFIGURE NETWORK CONFIRM confirmation dialog box appears.
    2. Switch the keyboard to uppercase.
    3. Press the Y key to confirm.
      Figure 38. Confirm the IP Configuration


    4. The SUCCESS dialog box appears. Press Enter to close it.
      Figure 39. IP Configuration Succeeded


  15. Open the Install ZStack option.
    1. Press Esc to return to the System Configuration menu.
    2. Use the arrow keys to select Install ZStack.
    3. Press Enter.
    Figure 40. Open the Install ZStack Option


  16. Confirm the management node installation.
    The INSTALL ZStack warning dialog box appears with the following message:
    This process will install a brand new ZStack, please confirm
    1. Type the full string install zstack.
    2. Press Enter to confirm.
    Figure 41. Confirm the Management Node Installation


  17. Wait for the management node installation to complete.

    The screen enters a waiting state and displays the message Please wait.... Wait for the installation to complete.

    Figure 42. Management Node Installation in Progress


  18. After the installation is complete, view the TUI main screen.
    After the management node installation completes, the information on the TUI main screen changes as follows:
    • DISK INFO: New mount points such as /var/lib/zstack and /usr/local/zstack are added.
    • NIC INFO: A new docker0 interface (related to the management service) is displayed, along with the configured bond0 and its IP address (for example, 172.26.215.195).
    Figure 43. TUI Main Screen After Installation


  19. Verify the management node status from the command line.
    1. Press Ctrl + Alt + F2 to switch to the command line login screen.
    2. Log in as the root user.
    3. Run the following command to query the management node status:
      [root@localhost ~]# zstack-ctl status
      When the management node is running, the expected output is as follows:
      MN status: Running
      UI status: Running
    Figure 44. Verify the Management Node Status from the Command Line