Fully automatic OpenStack Cloud installation on "bare-metal"

This HowTo is about how to fully automated provision OpenStack Cloud(s) to bare-metal systems (physical server) with openQRM.

Why do we integrate with e.g. Amazon EC2, Eucalyptus and OpenStack (and some more in the pipeline) ?

Pure Cloud projects normally only care for virtual machine deployment. That means the "Cloud“ is actually something „within“ your datacenter so it needs management and administration in the same way as „regular“ IT.

Since openQRM Enterprise works on a much lower level of your IT we see "other" Cloud providers as "tools". Because of this, those „tools“ needs a comprehensive management platform to automate them to 100%. Therefore in openQRM public and private Cloud provider are basically „just another resource type“ and we are happy to integrate with them.


  • Two physical Server - at least 1 GB of Memory
  • at least 100 GB of Diskspace
  • VT (Virtualization Technology) enabled in the Systems BIOS so that the openQRM Server and the OpenStack system can run Virtual Machines later

Please notice!

The automated OpenStack installation to bare-metal is only available in the openQRM Enterprise Edition >= 5.1.3! If you would like to test this feature please contact us for an openQRM Enterprise evaluation edition.

Install openQRM

Install a e.g. minimal Debian on a physical Server.

Install and initialize openQRM

Please notice!

A detailed Howto about the above initial starting point is available at "Install openQRM on Debian" and "Virtualization with KVM and openQRM on Debian"

For this howto we have used the same openQRM server as for the howtos about 'Virtualization with KVM and openQRM on Debian' and 'Automated Amazon EC2 Cloud deployments with openQRM on Debian'. That means with this howto we are going to add functionality to an existing openQRM setup. This is to show that openQRM manages all different virtualization and deployment types seamlessly.

Successfully installed openQRM

Here a screenshot of the openQRM dashboard after the successful installation. We are ready now to start the configuration for the automatic OpenStack installation.

Enable plugins

In the openQRM Plugin Manager please enable and start the following plugins in the sequence below:

  • dns plugin - type Networking
  • dhcpd plugin - type Networking
  • tftpd plugin - type Networking
  • network-manager plugin - type Networking
  • local-server plugin - type Misc
  • device-manager plugin - type Management
  • novnc plugin - type Management
  • sshterm plugin - type Management
  • linuxcoe plugin - type Deployment
  • puppet plugin - type Deployment

Hint: You can use the filter in the plugin list to find plugins by their type easily!

Enable PXE boot on the second system dedicated for OpenStack

Set the second system dedicated for OpenStack to the following boot-sequence in the system bios:

  1. network-boot (PXE)
  2. boot from first harddrive
  3. disabled

Save the bios settings and reboot

After the reboot the system now boots directly from the network-boot environment (dhcpd/tftp/pxe) by openQRM and integrates itself as new, "idle" (not in used) resource.

Herer the new resource in "idle" state. Idle means that the system is integrated and ready to be automatically managed by openQRM.

Setup an automatic-installation profile with LinuxCOE

Go to

Plugins -> Deployment -> LinuxCOE -> Create Templates

and select Ubuntu "Precise" (12.04 LTS) as the distribution version and X86_64 as the architecture. Then click on "continue.

on the next page simply click on "continue"

On the following page select the mirror from where you would like to install.

Please notice that you can add your own custom mirror intries in the LinuxCOE configuration easily at /usr/share/openqrm/plugins/linuxcoe/linuxcoe-sd/depots/apt-Ubuntu-Precise

In the package selection please select only "openssh-server"

In the disk-layout screen please select /dev/sda

In the user configuration section please specify a username and password

The final LinxCOE page presents the ready-baked iso image containing the automatic installation. No need to download it since openQRM is going to apply this automatic-installation profile by PXE/network-boot!

Instead go to

Plugins -> Deployment -> LinuxCOE -> Template Manager

which will automatically unpack the iso and its configuration items.

Please click on the "edit" action of the installation-template

Now insert "Ubuntu 1204" as the installation-template name and click on "submit".

Here the installation-template list again with the profile named "Ubuntu 1204"

Next please go to

Datacenter -> Compontents -> Storage -> Add Storage

and add a new storage from the type "linuxcoe-deployment". Use the openQRM server resource for this new storage object.

Switch back to

Plugins -> Deployment -> LinuxCOE -> Image Manager

and select the just created new LinuxCOE Storage.

Click on "Add new Volume"

Name the new volume "ubuntuinstall", select /dev/sda and add "Ubuntu 1204" as the description. This will create the Image pointing to the target harddisk on the system which is going to be auto-installed.

Adding the volume automatically adds a new Image object in openQRM. Here the LinuxCOE volume list after adding.

Creating a new server with an attached automatic installation-template

We now have all configuration items ready for the deployment. Please go to

Datacenter -> Server

and click on "Add new server"

Provide "openstack" as the name and "Ubuntu 1204" as the description. Then click on "submit".

On the second page of the server wizard please select the resource of the just integrated, idle, bare-metal system dedicated for the OpenStack installation.

On the third page of the server wizard please select the just created "ubuntuinstall" LinuxCOE-deployment Image, enable the "Edit Image" checkbox and click on "submit".

In the Image-Edit section please now attach the LinuxCOE installation-template to the Image. Optional you can reset the system password from the automatic installation by setting a custom one.

Now select the LinuxCOE storage

and on the next screen the "Ubuntu 1204" installation-template which is then attached to the Image. Please also make sure that the persistant installation is set to "first boot only".

In the server list now please choos "continue setup" for the server openstack.

Back in the server wizard please select the "default" kernel for the server openstack.

The server object is created so far. Here the Server-Edit section, the final screen of the wizard. Here we can now attach the Puppet recipe for the automated OpenStack installation on top of our automated operating system installation.

In the Server-Edit section please set your custom parameters for the automatic OpenStack installation in the server "capabilities" field. The parameters are the same as usef by DevStack.

e.g. for this howto we have used the following server capabilities configuration (all parameter in one line):


After setting the OpenStack configuration parameters in the server capabilities field please click on "submit" to save your changes. The go back to the Edit-Server screen and click on the Puppet item.

In the Puppet configuration for the server openstack please select the "OpenStack" recipe and click on "submit".

Starting the server

In the Server-List at

Datacenter -> Server

please select and start the server openstack.

Starting the server object now automatically:

  • assigns the LinuxCOE instalation-template to the server on first boot
  • triggers all other start actions of the server
  • reboots the "idle" server resource
  • PXE boots the resource assinged to LinuxCOE
  • automatic installs the OS on the systems harddisk
  • re-assigns the system to local-boot
  • after the successful OS installation it reboots the system which then boots from the local disk
  • install and start the openQRM-Client (comparable to the "cloud-init" scripts for Amazon EC2 or OpenStack) on the installled system
  • by starting the openqrm-client the system automatically fetches the plugin-boot-services from the openQRM server
  • the Puppet-boot-service then automatically installs Puppet on the system and runs the configured OpenStack-installation recipe.

Here a screenshot of the system in the automatic LinuxCOE installation phase.

Here the resource overview in openQRM after the successful and fully automatic installation of the system dedicated for OpenStack.

And finally here a screenshot of the second system after the fully automatic OpenStack installation triggered by the Puppet recipe.


You have successfully made it through this howto!

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Your openQRM Enterprise Team