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<?xml version='1.0' encoding='utf-8' ?>
<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.5//EN" "http://www.oasis-open.org/docbook/xml/4.5/docbookx.dtd" [
<!ENTITY % BOOK_ENTITIES SYSTEM "cloudstack.ent">
%BOOK_ENTITIES;
]>
<!-- Licensed to the Apache Software Foundation (ASF) under one
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.
-->
<book>
<xi:include href="Book_Info_Release_Notes_4.xml" xmlns:xi="http://www.w3.org/2001/XInclude"/>
<xi:include href="Preface.xml" xmlns:xi="http://www.w3.org/2001/XInclude"/>
<chapter id="welcome-4.2">
<title>Welcome to &PRODUCT; 4.2</title>
<para>Welcome to the 4.2.0 release of &PRODUCT;, the second major release from the Apache
CloudStack project since its graduation from the Apache Incubator. &PRODUCT; 4.2 includes more
than 70 new features and enhancements. The focus of the release is on three major
areas:</para>
<itemizedlist>
<listitem>
<para>Improved support for both legacy-style and cloud-style workloads</para>
</listitem>
<listitem>
<para>New third-party plug-in architecture</para>
</listitem>
<listitem>
<para>Networking enhancements</para>
</listitem>
</itemizedlist>
<para>In addition to these major new areas of functionality, &PRODUCT; 4.2 provides many
additional enhancements in a variety of product areas. All of the new features are summarized
later in this Release Note.</para>
<para>This document contains information specific to this release of &PRODUCT;, including
upgrade instructions from prior releases, new features added to &PRODUCT;, API changes, and
issues fixed in the release. For installation instructions, please see the <ulink
url="http://cloudstack.apache.org/docs/en-US/Apache_CloudStack/4.2.0/html/Installation_Guide/index.html"
>Installation Guide</ulink>. For usage and administration instructions, please see the
<ulink
url="http://cloudstack.apache.org/docs/en-US/Apache_CloudStack/4.2.0/html/Admin_Guide/index.html"
>&PRODUCT; Administrator's Guide</ulink>. Developers and users who wish to work with the API
will find instruction in the <ulink
url="http://cloudstack.apache.org/docs/en-US/Apache_CloudStack/4.0.1-incubating/html/API_Developers_Guide/index.html"
>&PRODUCT; API Developer's Guide</ulink></para>
<para>If you find any errors or problems in this guide, please see <xref linkend="feedback"/>.
We hope you enjoy working with &PRODUCT;!</para>
</chapter>
<chapter id="version-4.2">
<title>What's New in 4.2.0</title>
<para>&PRODUCT; 4.2 includes the following new features.</para>
<section id="workloads">
<title>Features to Support Heterogeneous Workloads</title>
<para>The following new features help &PRODUCT; 4.2 better support both legacy and cloud-era
style zones.</para>
<section id="regions">
<title>Regions</title>
<para>To increase reliability of the cloud, you can optionally group resources into
geographic regions. A region is the largest available organizational unit within a cloud
deployment. A region is made up of several availability zones, where each zone is
equivalent to a datacenter. Each region is controlled by its own cluster of Management
Servers, running in one of the zones. The zones in a region are typically located in close
geographical proximity. Regions are a useful technique for providing fault tolerance and
disaster recovery.</para>
<para>By grouping zones into regions, the cloud can achieve higher availability and
scalability. User accounts can span regions, so that users can deploy VMs in multiple,
widely-dispersed regions. Even if one of the regions becomes unavailable, the services are
still available to the end-user through VMs deployed in another region. And by grouping
communities of zones under their own nearby Management Servers, the latency of
communications within the cloud is reduced compared to managing widely-dispersed zones
from a single central Management Server.</para>
<para>Usage records can also be consolidated and tracked at the region level, creating
reports or invoices for each geographic region.</para>
</section>
<section id="object-store">
<title>Object Storage Plugin Architecture</title>
<para>Artifacts such as templates, ISOs and snapshots are kept in storage which &PRODUCT;
refers to as secondary storage. To improve scalability and performance, as when a number
of hosts access secondary storage concurrently, object storage can be used for secondary
storage. Object storage can also provide built-in high availability capability. When using
object storage, access to secondary storage data can be made available across multiple
zones in a region. This is a huge benefit, as it is no longer necessary to copy templates,
snapshots etc. across zones as would be needed in an NFS-only environment.</para>
<para>Object storage is provided through third-party software such as Amazon Simple Storage
Service (S3) or any other object storage that supports the S3 interface. These third party
object storages can be integrated with &PRODUCT; by writing plugin software that uses the
object storage plugin capability introduced in &PRODUCT; 4.2. Several new pluggable
service interfaces are available so that different storage providers can develop
vendor-specific plugins based on the well-defined contracts that can be seamlessly managed
by &PRODUCT;.</para>
</section>
<section id="zone-wide-primary-storage">
<title>Zone-Wide Primary Storage</title>
<para>(Supported on KVM and VMware)</para>
<para>In &PRODUCT; 4.2, you can provision primary storage on a per-zone basis. Data volumes
in the primary storage can be attached to any VM on any host in the zone.</para>
<para>In previous &PRODUCT; versions, each cluster had its own primary storage. Data in the
primary storage was directly available only to VMs within that cluster. If a VM in a
different cluster needed some of the data, it must be copied from one cluster to another,
using the zone's secondary storage as an intermediate step. This operation was
unnecessarily time-consuming.</para>
</section>
<section id="vmware-datacenter">
<title>VMware Datacenter Now Visible As a &PRODUCT; Zone</title>
<para>In order to support zone-wide functions for VMware, changes have been made so that
&PRODUCT; is now aware of VMware Datacenters and can map each Datacenter to a &PRODUCT;
zone. Previously, &PRODUCT; was only aware of VMware Clusters, a smaller organizational
unit than Datacenters. This implies that a single &PRODUCT; zone could possibly contain
clusters from different VMware Datacenters. In order for zone-wide functions, such as
zone-wide primary storage, to work for VMware hosts, &PRODUCT; has to make sure that a
zone contains only a single VMware Datacenter. Therefore, when you are creating a new
&PRODUCT; zone, you will now be able to select a VMware Datacenter for the zone. If you
are provisioning multiple VMware Datacenters, each one will be set up as a single zone in
&PRODUCT;. </para>
<note>
<para>If you are upgrading from a previous &PRODUCT; version, and your existing deployment
contains a zone with clusters from multiple VMware Datacenters, that zone will not be
forcibly migrated to the new model. It will continue to function as before. However, any
new zone-wide operations, such as zone-wide primary storage, will not be available in
that zone.</para>
</note>
<para/>
</section>
</section>
<section id="third-party-plugin">
<title>Third-Party UI Plugin Framework</title>
<para>Using the new third-party plugin framework, you can write and install extensions to
&PRODUCT;. The installed and enabled plugins will appear in the UI.</para>
<para>The basic procedure for adding a UI plugin is explained in the Developer Guide. In
summary, the plugin developer creates the plugin code itself (in Javascript), a thumbnail
image, the plugin listing, and a CSS file. The &PRODUCT; administrator adds the folder
containing the plugin code under the &PRODUCT; PLUGINS folder and adds the plugin name to a
configuration file (plugins.js).</para>
<para>The next time the user refreshes the UI in the browser, the plugin will appear under the
Plugins button in the left navigation bar.</para>
</section>
<section id="networking">
<title>Networking Enhancements</title>
<para>The following new features provide additional networking functionality in &PRODUCT;
4.2.</para>
<section id="ipv6">
<title>IPv6 </title>
<para>&PRODUCT; 4.2 introduces initial support for IPv6. This feature is provided as a
technical preview only. Full support is planned for a future release.</para>
</section>
<section id="portable-ip">
<title>Portable IPs</title>
<para>Portable IPs in &PRODUCT; are elastic IPs that can be transferred across
geographically separated zones. As an administrator, you can provision a pool of portable
IPs at region level and are available for user consumption. The users can acquire portable
IPs if admin has provisioned portable public IPs at the region level they are part of.
These IPs can be used for any service within an advanced zone. You can also use portable
IPs for EIP service in Basic zones. Additionally, a portable IP can be transferred from
one network to another network.</para>
</section>
<section id="ntier-apps">
<title>N-Tier Applications</title>
<para>In &PRODUCT; 3.0.6, a functionality was added to allow users to create a multi-tier
application connected to a single instance of a Virtual Router that supports inter-VLAN
routing. Such a multi-tier application is called a virtual private cloud (VPC). Users were
also able to connect their multi-tier applications to a private Gateway or a Site-to-Site
VPN tunnel and route certain traffic to those gateways. For &PRODUCT; 4.2, additional
features are implemented to enhance VPC applications.</para>
<itemizedlist>
<listitem>
<para><xref linkend="kvm-vpc"/></para>
</listitem>
<listitem>
<para><xref linkend="add-loadbalancer-rule-vpc"/></para>
</listitem>
<listitem>
<para><xref linkend="current-lb-vpc"/></para>
</listitem>
<listitem>
<para><xref linkend="across-tiers-lb"/></para>
</listitem>
<listitem>
<para><xref linkend="ns-support"/></para>
</listitem>
<listitem>
<para><xref linkend="configure-acl"/></para>
</listitem>
<listitem>
<para><xref linkend="acl-private-gateway"/></para>
</listitem>
<listitem>
<para><xref linkend="allow-acl"/></para>
</listitem>
<listitem>
<para><xref linkend="acl-deny"/></para>
</listitem>
<listitem>
<para><xref linkend="add-vm-tier-sharednw"/></para>
</listitem>
<listitem>
<para><xref linkend="add-gateway-vpc"/></para>
</listitem>
<listitem>
<para><xref linkend="sourcenat-private-gateway"/></para>
</listitem>
<listitem>
<para><xref linkend="eightvpn"/></para>
</listitem>
<listitem>
<para><xref linkend="static-route"/></para>
</listitem>
<listitem>
<para><xref linkend="blacklist-route"/></para>
</listitem>
</itemizedlist>
<section id="kvm-vpc">
<title>Support for KVM</title>
<para>VPC is now supported on KVM hypervisors.</para>
</section>
<section id="add-loadbalancer-rule-vpc">
<title>Load Balancing Support for VPC</title>
<para>In a VPC, you can configure two types of load balancing—external LB and
internal LB. External LB is nothing but a LB rule created to redirect the traffic
received at a public IP of the VPC virtual router. The traffic is load balanced within a
tier based on your configuration. Citrix NetScaler and VPC virtual router are supported
for external LB. When you use internal LB service, traffic received at a tier is load
balanced across different VMs within that tier. For example, traffic reached at Web tier
is redirected to another VM in that tier. External load balancing devices are not
supported for internal LB. The service is provided by a internal LB VM configured on the
target tier.</para>
<section id="current-lb-vpc">
<title>Load Balancing Within a Tier (External LB)</title>
<para>A &PRODUCT; user or administrator may create load balancing rules that balance
traffic received at a public IP to one or more VMs that belong to a network tier that
provides load balancing service in a VPC. A user creates a rule, specifies an
algorithm, and assigns the rule to a set of VMs within a tier.</para>
</section>
<section id="across-tiers-lb">
<title>Load Balancing Across Tiers</title>
<para>&PRODUCT; supports sharing workload across different tiers within your VPC. Assume
that multiple tiers are set up in your environment, such as Web tier and Application
tier. Traffic to each tier is balanced on the VPC virtual router on the public side.
If you want the traffic coming from the Web tier to the Application tier to be
balanced, use the internal load balancing feature offered by &PRODUCT;.</para>
</section>
<section id="ns-support">
<title>Netscaler Support for VPC</title>
<para>Citrix NetScaler is supported for external LB. Certified version for this feature
is NetScaler 10.0 Build 74.4006.e.</para>
</section>
</section>
<section id="configure-acl">
<title>Enhanced Access Control List</title>
<para>Network Access Control List (ACL) on the VPC virtual router is enhanced. The network
ACLs can be created for the tiers only if the NetworkACL service is supported. In
&PRODUCT; terminology, Network ACL is a group of Network ACL items. Network ACL items
are nothing but numbered rules that are evaluated in order, starting with the lowest
numbered rule. These rules determine whether traffic is allowed in or out of any tier
associated with the network ACL. You need to add the Network ACL items to the Network
ACL, then associate the Network ACL with a tier. Network ACL is associated with a VPC
and can be assigned to multiple VPC tiers within a VPC. A Tier is associated with a
Network ACL at all the times. Each tier can be associated with only one ACL.</para>
<para>The default Network ACL is used when no ACL is associated. Default behavior is all
incoming traffic to guest networks is blocked and all outgoing traffic from guest
networks is allowed. Default network ACL cannot be removed or modified.</para>
<section id="acl-private-gateway">
<title>ACL on Private Gateway</title>
<para>The traffic on the VPC private gateway is controlled by creating both ingress and
egress network ACL rules. The ACLs contains both allow and deny rules. As per the
rule, all the ingress traffic to the private gateway interface and all the egress
traffic out from the private gateway interface are blocked. You can change this
default behaviour while creating a private gateway.</para>
</section>
<section id="allow-acl">
<title>Allow ACL on All Level 4 Protocols</title>
<para>In addition to the existing protocol support for ICMP, TCP, UDP, support for All
Level 4 protocols is added. The protocol numbers from 0 to 255 are supported.</para>
</section>
<section id="acl-deny">
<title>Support for ACL Deny Rules</title>
<para>In addition to the existing support for ACL Allow rules, support for ACL Deny
rules has been added in &PRODUCT; 4.2. As part of this, two operations are supported:
Number and Action. You can configure a rule, allow or deny, by using action. Use
Number to add a rule number.</para>
</section>
</section>
<section id="add-vm-tier-sharednw">
<title>Deploying VMs to a VPC Tier and Shared Networks</title>
<para>&PRODUCT; allows you to deploy VMs on a VPC tier and one or more shared networks.
With this feature, the VMs deployed in a multi-tier application can receive services
offered by a service provider over the shared network. One example of such a service is
monitoring service.</para>
</section>
<section id="add-gateway-vpc">
<title>Adding a Private Gateway to a VPC</title>
<para>A private gateway can be added by the root admin only. The VPC private network has
1:1 relationship with the NIC of the physical network. You can configure multiple
private gateways to a single VPC. No gateways with duplicated VLAN and IP are allowed in
the same data center.</para>
<section id="sourcenat-private-gateway">
<title>Source NAT on Private Gateway</title>
<para>You might want to deploy multiple VPCs with the same super CIDR and guest tier
CIDR. Therefore, multiple guest VMs from different VPCs can have the same IPs to reach
a enterprise data center through the private gateway. In such cases, a NAT service
need to be configured on the private gateway. If Source NAT is enabled, the guest VMs
in VPC reaches the enterprise network via private gateway IP address by using the NAT
service. </para>
<para>The Source NAT service on a private gateway can be enabled while adding the
private gateway. On deletion of a private gateway, source NAT rules specific to the
private gateway are deleted.</para>
</section>
<section id="eightvpn">
<title>VPN Gateways</title>
<para>Support up to 8 VPN Gateways is added.</para>
</section>
<section id="static-route">
<title>Creating a Static Route</title>
<para>&PRODUCT; enables you to specify routing for the VPN connection you create. You
can enter one or CIDR addresses to indicate which traffic is to be routed back to the
gateway.</para>
</section>
<section id="blacklist-route">
<title>Blacklisting Routes</title>
<para>&PRODUCT; enables you to block a list of routes so that they are not assigned to
any of the VPC private gateways. Specify the list of routes that you want to blacklist
in the <code>blacklisted.routes</code> global parameter. Note that the parameter
update affects only new static route creations. If you block an existing static route,
it remains intact and continue functioning. You cannot add a static route if the route
is blacklisted for the zone. </para>
</section>
</section>
</section>
<section id="vlan-assign-isolated-nw">
<title>Assigning VLANs to Isolated Networks</title>
<para>&PRODUCT; provides you the ability to control VLAN assignment to Isolated networks.
You can assign a VLAN ID when a network is created, just the way it's done for Shared
networks.</para>
<para>The former behaviour also is supported — VLAN is randomly allocated to a network
from the VNET range of the physical network when the network turns to Implemented state.
The VLAN is released back to the VNET pool when the network shuts down as a part of the
Network Garbage Collection. The VLAN can be re-used either by the same network when it is
implemented again, or by any other network. On each subsequent implementation of a
network, a new VLAN can be assigned.</para>
<note>
<para>You cannot change a VLAN once it's assigned to the network. The VLAN remains with
the network for its entire life cycle.</para>
</note>
</section>
<section id="persistent-network">
<title>Persistent Networks</title>
<para>&PRODUCT; 4.2 supports Persistent Networks. The network that you can provision without
having to deploy any VMs on it is called a Persistent Network. A Persistent Network can be
part of a VPC or a non-VPC environment. With the addition of this feature, you will have
the ability to create a network in &PRODUCT; in which physical devices can be deployed
without having to run any VMs. Additionally, you can deploy physical devices on that
network. Another advantages is that you can create a VPC with a tier that consists only
physical devices. For example, you might create a VPC for a three-tier application, deploy
VMs for Web and Application tier, and use physical machines for the Database tier. Another
use case is that if you are providing services by using physical hardware, you can define
the network as persistent and therefore even if all its VMs are destroyed the services
will not be discontinued.</para>
</section>
<section id="vnmc-cisco">
<title>Cisco VNMC Support</title>
<para>Cisco Virtual Network Management Center (VNMC) provides centralized multi-device and
policy management for Cisco Network Virtual Services. When Cisco VNMC is integrated with
ASA 1000v Cloud Firewall and Cisco Nexus 1000v dvSwitch in &PRODUCT; you will be able to: </para>
<itemizedlist>
<listitem>
<para>Configure Cisco ASA 1000v Firewalls</para>
</listitem>
<listitem>
<para>Create and apply security profiles that contain ACL policy sets for both ingress
and egress traffic, and NAT policy sets</para>
</listitem>
</itemizedlist>
<para>&PRODUCT; supports Cisco VNMC on Cisco Nexus 1000v dvSwich-enabled VMware
hypervisors.</para>
</section>
<section id="vmware-vswitch">
<title>VMware vNetwork Distributed vSwitch</title>
<para>&PRODUCT; supports VMware vSphere Distributed Switch (VDS) for virtual network
configuration in a VMware vSphere environment. Each vCenter server instance can support up
to 128 VDSs and each VDS can manage up to 500 VMware hosts. &PRODUCT; supports configuring
virtual networks in a deployment with a mix of Virtual Distributed Switch, Standard
Virtual Switch and Nexus 1000v Virtual Switch. </para>
</section>
<section id="reserved-ip-addresses-non-csvms">
<title>IP Reservation in Isolated Guest Networks</title>
<para>In Isolated guest networks in &PRODUCT; 4.2, a part of the guest IP address space can
be reserved for non-&PRODUCT; VMs or physical servers. To do so, you configure a range of
Reserved IP addresses by specifying the CIDR when a guest network is in Implemented state.
The advantage of having this feature is that if your customers wish to have non-&PRODUCT;
controlled VMs or physical servers on the same network, they can use a part of the IP
address space that is primarily provided to the guest network. When IP reservation is
configured, the administrator can add additional VMs or physical servers that are not part
of &PRODUCT; to the same network and assign them the Reserved IP addresses. &PRODUCT;
guest VMs cannot acquire IPs from the Reserved IP Range.</para>
</section>
<section id="ip-vlan-tenant">
<title>Dedicated Resources: Public IP Addresses and VLANs Per Account</title>
<para>&PRODUCT; provides you the ability to reserve a set of public IP addresses and VLANs
exclusively for an account. During zone creation, you can continue to define a set of
VLANs and multiple public IP ranges. This feature extends the functionality to enable you
to dedicate a fixed set of VLANs and guest IP addresses for a tenant.</para>
<para>This feature provides you the following capabilities:</para>
<itemizedlist>
<listitem>
<para>Reserve a VLAN range and public IP address range from an Advanced zone and assign
it to an account</para>
</listitem>
<listitem>
<para>Disassociate a VLAN and public IP address range from an account</para>
</listitem>
</itemizedlist>
<note>
<para>Ensure that you check whether the required range is available and conforms to
account limits. The maximum IPs per account limit cannot be superseded.</para>
</note>
</section>
<section id="egress-firewall">
<title>Enhanced Juniper SRX Support for Egress Firewall Rules</title>
<para>Egress firewall rules were previously supported on virtual routers, and now they are
also supported on Juniper SRX external networking devices.</para>
<para>Egress traffic originates from a private network to a public network, such as the
Internet. By default, the egress traffic is blocked, so no outgoing traffic is allowed
from a guest network to the Internet. However, you can control the egress traffic in an
Advanced zone by creating egress firewall rules. When an egress firewall rule is applied,
the traffic specific to the rule is allowed and the remaining traffic is blocked. When all
the firewall rules are removed the default policy, Block, is applied.</para>
<note>
<para>Egress firewall rules are not supported on Shared networks. They are supported only
on Isolated guest networks.</para>
</note>
</section>
<section id="default-egress-policy">
<title>Configuring the Default Egress Policy</title>
<para>The default egress policy for Isolated guest network can be configured by using
Network offering. Use the create network offering option to determine whether the default
policy should be block or allow all the traffic to the public network from a guest
network. Use this network offering to create the network. If no policy is specified, by
default all the traffic is allowed from the guest network that you create by using this
network offering.</para>
<para>You have two options: Allow and Deny.</para>
<para>If you select Allow for a network offering, by default egress traffic is allowed.
However, when an egress rule is configured for a guest network, rules are applied to block
the specified traffic and rest are allowed. If no egress rules are configured for the
network, egress traffic is accepted. If you select Deny for a network offering, by default
egress traffic for the guest network is blocked. However, when an egress rules is
configured for a guest network, rules are applied to allow the specified traffic. While
implementing a guest network, &PRODUCT; adds the firewall egress rule specific to the
default egress policy for the guest network.</para>
<para>This feature is supported only on virtual router and Juniper SRX.</para>
</section>
<section id="non-contiguous-vlan">
<title>Non-Contiguous VLAN Ranges</title>
<para>&PRODUCT; provides you with the flexibility to add non contiguous VLAN ranges to your
network. The administrator can either update an existing VLAN range or add multiple non
contiguous VLAN ranges while creating a zone. You can also use the UpdatephysicalNetwork
API to extend the VLAN range.</para>
</section>
<section id="pvlan">
<title>Isolation in Advanced Zone Using Private VLAN</title>
<para>Isolation of guest traffic in shared networks can be achieved by using Private VLANs
(PVLAN). PVLANs provide Layer 2 isolation between ports within the same VLAN. In a
PVLAN-enabled shared network, a user VM cannot reach other user VM though they can reach
the DHCP server and gateway, this would in turn allow users to control traffic within a
network and help them deploy multiple applications without communication between
application as well as prevent communication with other users’ VMs.</para>
<itemizedlist>
<listitem>
<para>Isolate VMs in a shared networks by using Private VLANs.</para>
</listitem>
<listitem>
<para>Supported on KVM, XenServer, and VMware hypervisors.</para>
</listitem>
<listitem>
<para>PVLAN-enabled shared network can be a part of multiple networks of a guest VM.
</para>
</listitem>
</itemizedlist>
<para>For further reading:</para>
<itemizedlist>
<listitem>
<para><ulink
url="http://www.cisco.com/en/US/docs/switches/lan/catalyst3750/software/release/12.2_25_see/configuration/guide/swpvlan.html#wp1038379"
>Understanding Private VLANs</ulink></para>
</listitem>
<listitem>
<para><ulink url="http://tools.ietf.org/html/rfc5517">Cisco Systems' Private VLANs:
Scalable Security in a Multi-Client Environment</ulink></para>
</listitem>
<listitem>
<para><ulink url="http://kb.vmware.com">Private VLAN (PVLAN) on vNetwork Distributed
Switch - Concept Overview (1010691)</ulink></para>
</listitem>
</itemizedlist>
</section>
<section id="multiple-ip-nic">
<title>Configuring Multiple IP Addresses on a Single NIC</title>
<para>(Supported on XenServer, KVM, and VMware hypervisors)</para>
<para>&PRODUCT; now provides you the ability to associate multiple private IP addresses per
guest VM NIC. This feature is supported on all the network configurations—Basic,
Advanced, and VPC. Security Groups, Static NAT and Port forwarding services are supported
on these additional IPs. In addition to the primary IP, you can assign additional IPs to
the guest VM NIC. Up to 256 IP addresses are allowed per NIC.</para>
<para>As always, you can specify an IP from the guest subnet; if not specified, an IP is
automatically picked up from the guest VM subnet. You can view the IPs associated with for
each guest VM NICs on the UI. You can apply NAT on these additional guest IPs by using
firewall configuration in the &PRODUCT; UI. You must specify the NIC to which the IP
should be associated.</para>
</section>
<section id="multiple-ip-range">
<title>Adding Multiple IP Ranges</title>
<para>(Supported on KVM, xenServer, and VMware hypervisors)</para>
<para>&PRODUCT; 4.2 provides you with the flexibility to add guest IP ranges from different
subnets in Basic zones and security groups-enabled Advanced zones. For security
groups-enabled Advanced zones, it implies multiple subnets can be added to the same VLAN.
With the addition of this feature, you will be able to add IP address ranges from the same
subnet or from a different one when IP address are exhausted. This would in turn allows
you to employ higher number of subnets and thus reduce the address management
overhead.</para>
<para>Ensure that you manually configure the gateway of the new subnet before adding the IP
range. Note that &PRODUCT; supports only one gateway for a subnet; overlapping subnets are
not currently supported.</para>
<para>You can also delete IP ranges. This operation fails if an IP from the remove range is
in use. If the remove range contains the IP address on which the DHCP server is running,
&PRODUCT; acquires a new IP from the same subnet. If no IP is available in the subnet, the
remove operation fails.</para>
<note>
<para>The feature can only be implemented on IPv4 addresses.</para>
</note>
</section>
<section id="add-remove-network-vm">
<title>Support for Multiple Networks in VMs</title>
<para>(Supported on XenServer, VMware and KVM hypervisors)</para>
<para>&PRODUCT; 4.2 provides you the ability to add and remove multiple networks to a VM.
You can remove a network from a VM and add a new network. You can also change the default
network of a VM. With this functionality, hybrid or traditional server loads can be
accommodated with ease. </para>
<para>For adding or removing a NIC to work on VMware, ensure that vm-tools are running on
guest VMs.</para>
</section>
<section id="gslb">
<title>Global Server Load Balancing</title>
<para>&PRODUCT; 4.2 supports Global Server Load Balancing (GSLB) functionalities to provide
business continuity by load balancing traffic to an instance on active zones only in case
of zone failures . &PRODUCT; achieve this by extending its functionality of integrating
with NetScaler Application Delivery Controller (ADC), which also provides various GSLB
capabilities, such as disaster recovery and load balancing. The DNS redirection technique
is used to achieve GSLB in &PRODUCT;. In order to support this functionality, region level
services and service provider are introduced. A new service 'GSLB' is introduced as a
region level service. The GSLB service provider is introduced that will provider the GSLB
service. Currently, NetScaler is the supported GSLB provider in &PRODUCT;. GSLB
functionality works in an Active-Active data center environment. </para>
</section>
<section id="lb-on-shared-vlan">
<title>Enhanced Load Balancing Services Using External Provider on Shared VLANs</title>
<para>Network services like Firewall, Load Balancing, and NAT are now supported in shared
networks created in an advanced zone. In effect, the following network services shall be
made available to a VM in a shared network: Source NAT, Static NAT, Port Forwarding,
Firewall and Load balancing. Subset of these service can be chosen while creating a
network offering for shared networks. Services available in a shared network is defined by
the network offering and the service chosen in the network offering. For example, if
network offering for a shared network has source NAT service enabled, a public IP shall be
provisioned and source NAT is configured on the firewall device to provide public access
to the VMs on the shared network. Static NAT, Port Forwarding, Load Balancing, and
Firewall services shall be available only on the acquired public IPs associated with a
shared network.</para>
<para>Additionally, Netscaler and Juniper SRX firewall device can be configured inline or
side-by-side mode.</para>
</section>
<section id="health-check">
<title>Health Checks for Load Balanced Instances</title>
<note>
<para>This feature is supported only on NetScaler version 10.0 and beyond.</para>
</note>
<para>(NetScaler load balancer only) A load balancer rule distributes requests among a pool
of services (a service in this context means an application running on a virtual machine).
When creating a load balancer rule, you can specify a health check which will ensure that
the rule forwards requests only to services that are healthy (running and available). When
a health check is in effect, the load balancer will stop forwarding requests to any
resources that it has found to be unhealthy. If the resource later becomes available
again, the periodic health check (periodicity is configurable) will discover it and the
resource will once again be made available to the load balancer.</para>
<para>To configure how often the health check is performed by default, use the global
configuration setting healthcheck.update.interval. This default applies to all the health
check policies in the cloud. You can override this value for an individual health check
policy.</para>
</section>
</section>
<section id="host-and-vm-enhancements">
<title>Host and Virtual Machine Enhancements</title>
<para>The following new features expand the ways you can use hosts and virtual
machines.</para>
<section id="vmware-drs">
<title>VMware DRS Support</title>
<para>The VMware vSphere Distributed Resources Scheduler (DRS) is supported.</para>
</section>
<section id="windows-8">
<title>Windows 8 and Windows Server 2012 as VM Guest OS</title>
<para>(Supported on XenServer, VMware, and KVM)</para>
<para>Windows 8 and Windows Server 2012 can now be used as OS types on guest virtual
machines. The OS would be made available the same as any other, by uploading an ISO or a
template. The instructions for uploading ISOs and templates are given in the
Administrator's Guide. </para>
<note>
<para><emphasis role="bold">Limitation:</emphasis> When used with VMware hosts, this
feature works only for the following versions: vSphere ESXi 5.1 and ESXi 5.0 Patch
4.</para>
</note>
<para/>
</section>
<section id="change-account">
<title>Change Account Ownership of Virtual Machines</title>
<para>A root administrator can now change the ownership of any virtual machine from one
account to any other account. A domain or sub-domain administrator can do the same for VMs
within the domain from one account to any other account in the domain.</para>
</section>
<section id="dedicated-resources">
<title>Private Pod, Cluster, or Host</title>
<para>Dedicating pod, cluster or host to a specific domain/account means that the
domain/account will have sole access to the dedicated pod, cluster or hosts such that
scalability, security and manageability within a domain/account can be improved. The
resources which belong to that tenant will be placed into that dedicated pod, cluster or
host.</para>
</section>
<section id="resize-volume">
<title>Resizing Volumes</title>
<para>&PRODUCT; provides the ability to resize data disks; &PRODUCT; controls volume size by
using disk offerings. This provides &PRODUCT; administrators with the flexibility to
choose how much space they want to make available to the end users. Volumes within the
disk offerings with the same storage tag can be resized. For example, if you only want to
offer 10, 50, and 100 GB offerings, the allowed resize should stay within those limits.
That implies if you define a 10 GB, a 50 GB and a 100 GB disk offerings, a user can
upgrade from 10 GB to 50 GB, or 50 GB to 100 GB. If you create a custom-sized disk
offering, then you have the option to resize the volume by specifying a new, larger size.
Additionally, using the resizeVolume API, a data volume can be moved from a static disk
offering to a custom disk offering with the size specified. This functionality allows
those who might be billing by certain volume sizes or disk offerings to stick to that
model, while providing the flexibility to migrate to whatever custom size necessary. This
feature is supported on KVM, XenServer, and VMware hosts. However, shrinking volumes is
not supported on VMware hosts</para>
</section>
<section id="volume-snapshot-enhancement">
<title>VMware Volume Snapshot Improved Performance</title>
<para>When you take a snapshot of a data volume on VMware, &PRODUCT; will now use a more
efficient storage technique to improve performance.</para>
<para>Previously, every snapshot was immediately exported from vCenter to a mounted NFS
share and packaged into an OVA file format. This operation consumed time and resources.
Starting from 4.2, the original file formats (e.g., VMDK) provided by vCenter will be
retained. An OVA file will only be created as needed, on demand.</para>
<para>The new process applies only to newly created snapshots after upgrade to &PRODUCT;
4.2. Snapshots that have already been taken and stored in OVA format will continue to
exist in that format, and will continue to work as expected.</para>
</section>
<section id="storage-migration">
<title>Storage Migration: XenMotion and vMotion</title>
<para>(Supported on XenServer and VMware)</para>
<para>Storage migration allows VMs to be moved from one host to another, where the VMs are
not located on storage shared between the two hosts. It provides the option to live
migrate a VM’s disks along with the VM itself. It is now possible to migrate a VM from one
XenServer resource pool / VMware cluster to another, or to migrate a VM whose disks are on
local storage, or even to migrate a VM’s disks from one storage repository to another, all
while the VM is running.</para>
</section>
<section id="vmware-configure-linked-clones">
<title>Configuring Usage of Linked Clones on VMware</title>
<para>(For ESX hypervisor in conjunction with vCenter)</para>
<para>In &PRODUCT; 4.2, the creation of VMs as full clones is allowed. In previous versions,
only linked clones were possible.</para>
<para>For a full description of clone types, refer to VMware documentation. In summary: A
full clone is a copy of an existing virtual machine which, once created, does not depend
in any way on the original virtual machine. A linked clone is also a copy of an existing
virtual machine, but it has ongoing dependency on the original. A linked clone shares the
virtual disk of the original VM, and retains access to all files that were present at the
time the clone was created.</para>
<para>A new global configuration setting has been added, vmware.create.full.clone. When the
administrator sets this to true, end users can create guest VMs only as full clones. The
default value is true for new installations. For customers upgrading from a previous
version of &PRODUCT;, the default value of vmware.create.full.clone is false.</para>
</section>
<section id="host-deployment-rules">
<title>VM Deployment Rules</title>
<para>Rules can be set up to ensure that particular VMs are not placed on the same physical
host. These "anti-affinity rules" can increase the reliability of applications by ensuring
that the failure of a single host can not take down the entire group of VMs supporting a
given application. See Affinity Groups in the &PRODUCT; 4.2 Administration Guide.</para>
</section>
<section id="cpu-ram-dynamic-scaling">
<title>CPU and Memory Scaling for Running VMs</title>
<para>(Supported on VMware and XenServer)</para>
<para>You can now change the CPU and RAM values for a running virtual machine. In previous
versions of &PRODUCT;, this could only be done on a stopped VM.</para>
<para>It is not always possible to accurately predict the CPU and RAM requirements when you
first deploy a VM. You might need to increase or decrease these resources at any time
during the life of a VM. With the new ability to dynamically modify CPU and RAM levels,
you can change these resources for a running VM without incurring any downtime.</para>
<para>Dynamic CPU and RAM scaling can be used in the following cases:</para>
<itemizedlist>
<listitem>
<para>New VMs that are created after the installation of &PRODUCT; 4.2. If you are
upgrading from a previous version of &PRODUCT;, your existing VMs created with
previous versions will not have the dynamic scaling capability.</para>
</listitem>
<listitem>
<para>User VMs on hosts running VMware and XenServer.</para>
</listitem>
<listitem>
<para>System VMs on VMware.</para>
</listitem>
<listitem>
<para>VM Tools or XenServer Tools must be installed on the virtual machine.</para>
</listitem>
<listitem>
<para>The new requested CPU and RAM values must be within the constraints allowed by the
hypervisor and the VM operating system.</para>
</listitem>
</itemizedlist>
<para>To configure this feature, use the following new global configuration
variables:</para>
<itemizedlist>
<listitem>
<para>enable.dynamic.scale.vm: Set to True to enable the feature. By default, the
feature is turned off.</para>
</listitem>
<listitem>
<para>scale.retry: How many times to attempt the scaling operation. Default = 2.</para>
</listitem>
</itemizedlist>
</section>
<section id="cpu-ram-overcommit">
<title>CPU and Memory Over-Provisioning</title>
<para>(Supported for XenServer, KVM, and VMware)</para>
<para>In &PRODUCT; 4.2, CPU and memory (RAM) over-provisioning factors can be set for each
cluster to change the number of VMs that can run on each host in the cluster. This helps
optimize the use of resources. By increasing the over-provisioning ratio, more resource
capacity will be used. If the ratio is set to 1, no over-provisioning is done.</para>
<para>In previous releases, &PRODUCT; did not perform memory over-provisioning. It performed
CPU over-provisioning based on a ratio configured by the administrator in the global
configuration setting cpu.overprovisioning.factor. Starting in 4.2, the administrator can
specify a memory over-provisioning ratio, and can specify both CPU and memory
over-provisioning ratios on a per-cluster basis, rather than only on a global
basis.</para>
<para>In any given cloud, the optimum number of VMs for each host is affected by such things
as the hypervisor, storage, and hardware configuration. These may be different for each
cluster in the same cloud. A single global over-provisioning setting could not provide the
best utilization for all the different clusters in the cloud. It had to be set for the
lowest common denominator. The new per-cluster setting provides a finer granularity for
better utilization of resources, no matter where the &PRODUCT; placement algorithm decides
to place a VM.</para>
</section>
<section id="baremetal">
<title>Kickstart Installation for Bare Metal Provisioning</title>
<para>&PRODUCT; 4.2 supports the kick start installation method for RPM-based Linux
operating systems on baremetal hosts in basic zones. Users can provision a baremetal host
managed by &PRODUCT; as long as they have the kick start file and corresponding OS
installation ISO ready.</para>
<para>Tested on CentOS 5.5, CentOS 6.2, CentOS 6.3, Ubuntu 12.04.</para>
<para>For more information, see the Baremetal Installation Guide.</para>
</section>
<section id="baremetal-ucs">
<title>Enhanced Bare Metal Support on Cisco UCS</title>
<para>You can now more easily provision new Cisco UCS server blades into &PRODUCT; for use
as bare metal hosts. The goal is to enable easy expansion of the cloud by leveraging the
programmability of the UCS converged infrastructure and &PRODUCT;’s knowledge of the cloud
architecture and ability to orchestrate. With this new feature, &PRODUCT; can
automatically understand the UCS environment, server profiles, etc. to make it easy to
deploy a bare metal OS on a Cisco UCS.</para>
</section>
<section id="update-vm-image">
<title>Changing a VM's Base Image</title>
<para>Every VM is created from a base image, which is a template or ISO which has been
created and stored in &PRODUCT;. Both cloud administrators and end users can create and
modify templates, ISOs, and VMs.</para>
<para>In &PRODUCT; 4.2, there is a new way to modify an existing VM. You can change an
existing VM from one base image to another. 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.</para>
</section>
<section id="reset-vm-reboot">
<title>Reset VM on Reboot</title>
<para>In &PRODUCT; 4.2, you can specify that you want to discard the root disk and create a
new one whenever a given VM is rebooted. This is useful for secure environments that need
a fresh start on every boot and for desktops that should not retain state. The IP address
of the VM will not change due to this operation.</para>
</section>
<section id="vm-snapshots">
<title>Virtual Machine Snapshots for VMware</title>
<para>(VMware hosts only) In addition to the existing &PRODUCT; ability to snapshot
individual VM volumes, you can now 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. </para>
<para>The snapshot is created using the VMware 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 &PRODUCT;'s
primary storage.</para>
<para>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.</para>
</section>
<section id="vm-userdata">
<title>Increased Userdata Size When Deploying a VM</title>
<para>You can now specify up to 32KB of userdata when deploying a virtual machine through
the &PRODUCT; UI or the deployVirtualMachine API call. </para>
</section>
<section id="vmware-cluster-limit">
<title>Set VMware Cluster Size Limit Depending on VMware Version</title>
<para>The maximum number of hosts in a vSphere cluster is determined by the VMware
hypervisor software. For VMware versions 4.2, 4.1, 5.0, and 5.1, the limit is 32
hosts.</para>
<para>For &PRODUCT; 4.2, the global configuration setting vmware.percluster.host.max has
been removed. The maximum number of hosts in a VMware cluster is now determined by the
underlying hypervisor software.</para>
<note>
<para>Best Practice: It is advisable for VMware clusters in &PRODUCT; to be smaller than
the VMware hypervisor's maximum size. A cluster size of up to 8 hosts has been found
optimal for most real-world situations.</para>
</note>
</section>
<section id="limit-accounts-domains-rn">
<title>Limiting Resource Usage</title>
<para>Previously in &PRODUCT;, resource usage limit was imposed based on the resource count,
that is, restrict a user or domain on the basis of the number of VMs, volumes, or
snapshots used. In &PRODUCT; 4.2, a new set of resource types has been added to the
existing pool of resources (VMs, Volumes, and Snapshots) to support the customization
model—need-basis usage, such as large VM or small VM. The new resource types are now
broadly classified as CPU, RAM, Primary storage, and Secondary storage. &PRODUCT; 4.2
allows the root administrator to impose resource usage limit by the following resource
types for Domain, Project and Accounts. </para>
<itemizedlist>
<listitem>
<para>CPUs</para>
</listitem>
<listitem>
<para>Memory (RAM)</para>
</listitem>
<listitem>
<para>Primary Storage (Volumes)</para>
</listitem>
<listitem>
<para>Secondary Storage (Snapshots, Templates, ISOs)</para>
</listitem>
</itemizedlist>
</section>
</section>
<section id="ops">
<title>Monitoring, Maintenance, and Operations Enhancements</title>
<section id="delete-alerts">
<title>Deleting and Archiving Events and Alerts</title>
<para>In addition to viewing a list of events and alerts in the UI, the administrator can
now delete and archive them. In order to support deleting and archiving alerts, the
following global parameters have been added:</para>
<itemizedlist>
<listitem>
<para><emphasis role="bold">alert.purge.delay</emphasis>: The alerts older than
specified number of days are purged. Set the value to 0 to never purge alerts
automatically.</para>
</listitem>
<listitem>
<para><emphasis role="bold">alert.purge.interval</emphasis>: The interval in seconds to
wait before running the alert purge thread. The default is 86400 seconds (one
day).</para>
</listitem>
</itemizedlist>
<note>
<para>Archived alerts or events cannot be viewed in the UI, or by using the API. They are
maintained in the database for auditing or compliance purposes.</para>
</note>
</section>
<section id="global-parameters">
<title>Increased Granularity for Configuration Parameters</title>
<para>Some configuration parameters which were previously available only at the global level
of the cloud can now be set for smaller components of the cloud, such as at the zone
level. To set these parameters, look for the new Settings tab in the UI. You will find it
on the detail page for an account, cluster, zone, or primary storage.</para>
<para>The account level parameters are: <code>remote.access.vpn.client.iprange</code>,
<code>allow.public.user.templates</code>, <code>use.system.public.ips</code>, and
<code>use.system.guest.vlans</code></para>
<para>The cluster level parameters are
<code>cluster.storage.allocated.capacity.notificationthreshold</code>,
<code>cluster.storage.capacity.notificationthreshold</code>,
<code>cluster.cpu.allocated.capacity.notificationthreshold</code>,
<code>cluster.memory.allocated.capacity.notificationthreshold</code>, <code>
cluster.cpu.allocated.capacity.disablethreshold</code>,
<code>cluster.memory.allocated.capacity.disablethreshold</code>,
<code>cpu.overprovisioning.factor</code>, <code>mem.overprovisioning.factor</code>,
<code>vmware.reserve.cpu</code>, and <code>vmware.reserve.mem</code>.</para>
<para>The zone level parameters are
<code>pool.storage.allocated.capacity.disablethreshold</code>,
<code>pool.storage.capacity.disablethreshold</code>,
<code>storage.overprovisioning.factor</code>, <code>network.throttling.rate</code>,
<code>guest.domain.suffix</code>, <code>router.template.xen</code>,
<code>router.template.kvm</code>, <code>router.template.vmware</code>,
<code>router.template.hyperv</code>, <code>router.template.lx</code>c,
<code>enable.dynamic.scale.vm</code>, <code>use.external.dns</code>, and
<code>blacklisted.routes</code>.</para>
</section>
<section id="api-request-throttling">
<title>API Request Throttling</title>
<para>In &PRODUCT; 4.2, you can limit the rate at which API requests can be placed for each
account. This is useful to avoid malicious attacks on the Management Server, prevent
performance degradation, and provide fairness to all accounts.</para>
<para>If the number of API calls exceeds the threshold, an error message is returned for any
additional API calls. The caller will have to retry these API calls at another
time.</para>
<para>To control the API request throttling, use the following new global configuration
settings:</para>
<itemizedlist>
<listitem>
<para>api.throttling.enabled - Enable/Disable API throttling. By default, this setting
is false, so API throttling is not enabled.</para>
</listitem>
<listitem>
<para>api.throttling.interval (in seconds) - Time interval during which the number of
API requests is to be counted. When the interval has passed, the API count is reset to
0.</para>
</listitem>
<listitem>
<para>api.throttling.max - Maximum number of APIs that can be placed within the
api.throttling.interval period.</para>
</listitem>
<listitem>
<para>api.throttling.cachesize - Cache size for storing API counters. Use a value higher
than the total number of accounts managed by the cloud. One cache entry is needed for
each account, to store the running API total for that account within the current time
window.</para>
</listitem>
</itemizedlist>
</section>
<section id="external-alert-managers">
<title>Sending Alerts to External SNMP and Syslog Managers</title>
<para>In addition to showing administrator alerts on the Dashboard in the &PRODUCT; UI and
sending them in email, &PRODUCT; now can also send the same alerts to external SNMP or
Syslog management software. This is useful if you prefer to use an SNMP or Syslog manager
to monitor your cloud.</para>
<para>The supported protocol is SNMP version 2.</para>
</section>
<section id="default-pwd-engine">
<title>Changing the Default Password Encryption</title>
<para>Passwords are encoded when creating or updating users. The new default preferred
encoder, replacing MD5, is SHA256. It is more secure than MD5 hashing. If you take no
action to customize password encryption and authentication, SHA256 Salt will be
used.</para>
<para>If you prefer a different authentication mechanism, &PRODUCT; 4.2 provides a way for
you to determine the default encoding and authentication mechanism for admin and user
logins. Two new configurable lists have been introduced: userPasswordEncoders and
userAuthenticators. userPasswordEncoders allow you to configure the order of preference
for encoding passwords, and userAuthenticator allows you to configure the order in which
authentication schemes are invoked to validate user passwords.</para>
<para>The plain text user authenticator has been modified not to convert supplied passwords
to their md5 sums before checking them with the database entries. It performs a simple
string comparison between retrieved and supplied login passwords instead of comparing the
retrieved md5 hash of the stored password against the supplied md5 hash of the password,
because clients no longer hash the password.</para>
</section>
<section id="cloud-bugtool">
<title>Log Collection Utility cloud-bugtool</title>
<para>&PRODUCT; provides a command-line utility called cloud-bugtool to make it easier to
collect the logs and other diagnostic data required for troubleshooting. This is
especially useful when interacting with Citrix Technical Support.</para>
<para>You can use cloud-bugtool to collect the following:</para>
<itemizedlist>
<listitem>
<para>Basic system and environment information and network configuration including IP
addresses, routing, and name resolver settings </para>
</listitem>
<listitem>
<para>Information about running processes</para>
</listitem>
<listitem>
<para>Management Server logs</para>
</listitem>
<listitem>
<para>System logs in /var/log/</para>
</listitem>
<listitem>
<para>Dump of the cloud database</para>
</listitem>
</itemizedlist>
<warning>
<para>cloud-bugtool collects information which might be considered sensitive and
confidential. Using the <code>--nodb</code> option to avoid the cloud database can
reduce this concern, though it is not guaranteed to exclude all sensitive data.</para>
</warning>
<para/>
</section>
<section id="rbd-primary-storage">