Installing CloudBolt

CloudBolt is distributed as an open virtualization appliance (OVA), which is an open standard for packaging VM images for easy installation.

Installing CloudBolt is a five step process:

  1. Check Prerequisites
  2. Deploy the CloudBolt VM from OVA
  3. Configure the CloudBolt VM at the console (network and SSL certificate)
  4. Complete the Quick Setup Wizard in your browser
  5. Get started with CloudBolt in the Next Steps

Check Prerequisites

For a successful installation, please make sure you meet these requirements before continuing:

  • vCenter 5.0+ or XenServer 6+
  • Virtual capacity for:
    • 2 CPUs
    • 8 GB memory
    • 40 GB storage (the initial VM will use 2GB if thin provisioned, 40GB if thick provisioned)

Deploy the CloudBolt VM from OVA

To deploy your CloudBolt VM from OVA, follow these steps:

  1. Use your virtualization manager (eg. vSphere, XenCenter) to deploy the OVA as a virtual machine.
  2. Boot the newly created CloudBolt VM.

Configure the CloudBolt VM

CloudBolt needs a few configuration items before you can access the web console to continue your installation:

  1. Log into the VM console:

    1. Connect to the VM’s console using your virtualization manager.
    2. Login with username root and password cloudbolt.
  2. Configure CloudBolt’s network settings:

    The CloudBolt VM will prompt you for network configuration information and for a new root password.

    Note

    If you use DHCP in your environment, you may press ESC to exit this.

    Note

    To re-run this configuration tool, execute ~/configure/config.py

  3. Install SSL certs for HTTPS: (optional)

    CloudBolt ships with self-signed certificates that are not trusted by your users’ web browsers unless they make an exception to trust the certificate. You can configure CloudBolt to use trusted certificates that you’ve issued:

    1. Copy your PEM-formatted SSL cert to /etc/pki/tls/certs/localhost.crt.

    2. Copy your PEM-formatted SSL key to /etc/pki/tls/private/localhost.key.

    3. Set their file permissions like so:

      chown apache:apache /etc/pki/tls/certs/localhost.crt /etc/pki/tls/private/localhost.key
      chmod 400 /etc/pki/tls/certs/localhost.crt /etc/pki/tls/private/localhost.key
      
    4. Restart CloudBolt with service httpd restart.

Complete the Quick Setup Wizard

  1. Open the CloudBolt web interface by pointing your browser to the IP address that you assigned the CloudBolt VM.
  2. Upload your CloudBolt license. If you don’t have one, email your CloudBolt Support Engineer at support@cloudboltsoftware.com
  3. Login with username admin and password admin.
  4. Complete the following Quick Setup Wizard steps.

Once the CloudBolt deployment is complete and the VM is running, a web interface will be available at the IP address of your CloudBolt instance. After opening the CloudBolt web interface for the first time, you must login as the user admin with the password admin to begin the quick setup process.

Step 1 — Accept the EULA

Read the End User License Agreement. If you accept the agreement, select I agree to the EULA and continue to step 2.

Step 2 — Choose Whether to Use a Proxy

CloudBolt supports using a proxy to connect to external systems. If you use a proxy in your network, configure it now.

Step 8 — Create an Administrative Account

Create a CloudBolt superuser. This user will be able to change all CloudBolt permissions. Enter your own name and other information into this form. All fields are required.

The value of the Organization field will be used to create a sample top-level group in CloudBolt. You can name this for the group you belong to in your company (e.g., “Global IT Services”).

If you don’t use the username admin, then the default admin account will be deleted after this step. If you use admin, then its password will be changed and it will be added to the group.

Conclusion of the Wizard

After the last step, the wizard will exit. It will create a user account using the information entered in the last step and automatically log you in so you can begin configuring and using CloudBolt. You will be taken to the Resource Handlers List page where you will be guided through setting up your first Resource Handler.

Next Steps

Follow our Getting Started guide to try out some simple tasks and familiarize yourself with CloudBolt.