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Installing the CTERA Edge Filer in a KVM /OpenStack Environment

Installing the CTERA Edge Filer involves creating and configuring a virtual machine and then performing an initial configuration, described in First Time Setup.

The CTERA Edge Filer can be installed in a KVM/OpenStack environment.

  • Linux machine with KVM virtualization
  • Virtual Machine Manager (virt-manager) installed and running
  • *.qcow2 image file located on the machine

Contact CTERA Networks, and request the latest qcow2 CTERA Edge Filer disk image.


The CTERA Edge Filer installation must be done using the qcow2 file and not by cloning an existing CTERA Edge Filer.

To install the CTERA Edge Filer in OpenStack:

  1. Log in to the OpenStack console and access Admin > Images.

  2. Click Create Image.
    The Create An Image window is displayed.

  3. Specify the details for the image.
    Name – A unique name to identify the image.
    Description – An optional description of the image.
    Image Source – Select Image File.
    Image File – Browse to the OpenStack image received from CTERA.
    Format – Select QCOW2 - QEMU Emulator.
    Architecture – Leave blank.
    Minimum Disk – The recommended disk size is 16GB.
    Minimum RAM – The minimum RAM requirement is 8GB (8192MB).
    You can leave both Public and Protected checkboxes with their default values.

  4. Click Create Image.
    The image is created. This can take a few minutes.

  5. Access Project > Compute > Instances.

  6. Click Launch Instance.
    The Launch Instance window is displayed.

  7. Specify the details for the image.
    Availability Zone – Select the availability zone for the instance.
    Instance Name – A unique name for the instance.
    Flavor – Select a flavor. For example, for an EV16 license, such as m2.medium and for an EV32 license, such as m1.xlarge.
    Instance Count – Leave the default value, 1.
    Instance Boot Source – Select Boot from image.
    Image Name – Select the image you created for the CTERA Edge Filer.

  8. Click the Networking tab and drag the internal_network option to Selected networks.

  9. Click Launch.

  10. Select the CTERA Edge Filer instance and under Actions select Associate Floating IP.
    The Manage Floating IP Associations window is displayed.

  11. Select an IP address and click Associate.
    Refreshing the Instances screen displays the CTERA Edge Filer with the selected IP.


    This is the IP address you used to access the edge filer from a browser.

  12. Access Project > Compute > Volumes.

  13. Click Create Volume.
    The Create Volume window is displayed.

  14. Specify the details for the image.
    Volume Name – A unique name to identify the volume.
    Description – An optional description of the volume.
    Volume Source – Select No source, empty volume.
    Type – Select iscsi.
    Size – Specify the disk size. CTERA recommends storage of at least 20% of the CTERA Portal Global Name Space. The maximum storage is dependent on the license.

    • For an EV16 license, the maximum is 16TB.
    • For an EV32 license, the maximum is 32TB.
    • For an EV64 license, the maximum is 64TB
    • For an EV128 license, the maximum is 128TB
    • For an EV256 license, the maximum is 256TB.

    Availability Zone – Select the same availability zone used for the image.

  15. Click Create Volume.
    The volume is created. This can take a few minutes.

  16. Select the new volume and under Actions select Manage Attachments.
    The Manage Volume Attachments window is displayed.

  17. Under Attach To Instance, select the CTERA Edge Filer instance and click Attach Volume.

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