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CheatSheet for setting up CloudStack Dev environment on Windows

Step 1) Install Cygwin.

Cygwin will give you a unix like bash shell for your windows.

To install Cygwin, you download and run the setup.

  • Cygwin and many utilities do not like spaces in the path.  When asked for the path to install to, use a path such as 'c:\bin\cygwin' or 'c:\cygwin'.
  • Please use following mirror for proper download and install
  1. http://mirrors.kernel.org
  2. http://cygwin.mirrors.hoobly.com
  • The install option will download, cache, and install the packages that you have selected.
  • The selection of default packages to install is inadequate, because development and common editors are not included.
    • Under 'Devel', select git for 'Install'. Or set the whole 'Develop' category to install. This takes more time, but it is simpler.\
    • Under 'Editors', select vim or emacs depending on which you expect to be available from the Cygwin command line.
    • Under 'Libs', select libsasl2
    • Under 'Net', select ca-certificates and openssh
    • Select Python for 'Install'
    • Under 'Utils', select genisoimage and mkisofs
  • Unfortunately, the download can be slow depending on the mirror you select (~30 min or more).
    • Set unnecessary package categories to 'Uninstall', e.g. KDE and Games.
  • Once installed, do the following.  This will make sure the maven build can access the two utilities
    • Open a CommandPrompt with admin privileges.
    • cd to the directory where you installed cygwin, i.e. c:\cygwin\bin
    • mklink mkisofs.exe genisoimage.exe
    • mklink python.exe python2.7.exe
    • Run Cygwin
    • Add the following to your /etc/fstab: "none /cyg cygdrive binary,noacl,posix=0,user 0 0".  This line does two things.  Instead of /cygdrive/c to change to a different drive, you type /cyg/c which is much shorter.  It also removes the posix acl semantics which causes problems with the build because the build tries to manipulate file permissions and causes big problems with the Windows file system.
  • After completing the install, you can run cygwin setup again to update the packages.  In that case, it will use the packages you last selected as the defaults.

NB: When you open a Cygwin shell, the Windows environment variables, including PATH, are imported into the shell environment. When we install the following items, we will update the Windows environment variables.

*Note on VI: *If you tried to use vi editor on Cygwin after fresh installation, you may notice that:

No color syntax highlights is provided, Undo stack is only one command size, Backspace in command mode only move cursor back... etc etc.

To mitigate: cp /usr/share/vim/vim73/vimrc_example.vim ~/.vimrc

Step 2) Install the JDK.

You can download the latest JDK from http://www.oracle.com/technetwork/java/javase/downloads/index.html.

  • Pick the self-installing executable corresponding to your O/S type (32 or 64bits)
  • When asked about the install path, use something that doesn't have space in it.  e.g. c:\bin\Java\jdk1.7.0_25
  • Note where you're installing it. Set the Windows System variable JAVA_HOME to this path.
    • I removed the user 'JAVA_HOME' variable to prevent the System variable from being overridden.
  • Add %JAVA_HOME%\bin to the PATH system variable
    Administrator@cc-svr10 ~

Verify the above by opening a cygwin terminal and using which to discover the location of java and javac. E.g.

$ which java
/cyg/c/bin/Java/jdk1.7.0_25/bin/java

Administrator@cc-svr10 ~
$ which javac
/cyg/c/bin/Java/jdk1.7.0_25/bin/javac

Step 3) Install Python 2.7 for Windows

This step can be skipped if you made a symlink to python2.7.exe in the Cygwin installation.  

CloudStack includes portions of Python code. I know you just installed the Cygwin Python but some parts of the maven build process also require a "native" python installation as it won't be able to access the Cygwin installation.

Step 4) Install the latest Eclipse

Eclipse is available from http://www.eclipse.org/downloads/

  • Eclipse does not have an O/S-specific installer. Thus, the .zip you download does not include an .MSI file
  • At the time of writing the latest version was Eclipse Juno (4.2)
  • Place the unzipped download in the folder you want to run Eclipse from.
  • Modify the following things in eclipse.ini.  The file can be found in the directory you installed eclipse to.
    • Change launcher.XXMaxpermSize to 1024m
    • Add or change to -Xms1024m
    • Add or change to -Xmx2048m

Step 4a) Add Plugins to Eclipse

OPTIONAL: CloudStack includes portions of Python code, which is best edited with the PyDev Eclipse plug-in

  •  
  • Open Eclipse, if it is not already open.
  • Navigate to tool bar menu Help --> Installing New Software...
  • Using the Add... button, add the site http://pydev.org/updates to the Work with dropdown list
    • 'PyDev' should appear in the window below, select and proceed through the Wizard.
    • Keep an eye on the install, you may be prompted to confirm that you trust the PyDev plug-in

The M2E plug-in allows Eclipse to import CloudStack's pom.xml Thus, pom.xml files become a substitute for the .project files that Eclipse normally uses.

Install M2E using Eclipse

  • Open Eclipse, if it is not already open.
  • Navigate to tool bar menu Help --> Installing New Software...
  • Select -All Available Sites- from the dropdown list.
    • Wait for 'Pending...' to disappear from the box with the Name and Version columns
  • Filter the results with the text 'm2e'

Add M2Eclipse

OPTIONAL: Install EGit to provide integration to git from Eclipse

  • Click on About
  • Click on Eclipse Market Place
  • Click on Popular tab
  • Find EGit - Git Team Provider

Step 5) OPTIONAL:  Install Apache Tomcat 6.0.33

For development purposes, you do not need Apache Tomcat.  There are Maven scripts available to launch the management server in Jetty, which provides Tomcat functionality.

Apache Tomcat is the open source web server and servlet container that hosts CloudStack's management server.

  • The web server portion is pure Java. In contrast, Apache web server is written in C
  • The servlet container conforms Java Servlet and the JavaServer Pages (JSP) specifications.

You can download Tomcat from http://archive.apache.org/dist/tomcat/tomcat-6/v6.0.33/bin/apache-tomcat-6.0.33.exe

  • Unlike Eclipse, the downloaded Tomcat is a self-installing executable.
    • Leave the port at 8080 and the username/password empty
    • Your JRE may be auto detected. If not, it will probably be a JDK or JRE under C:\Program Files\Java\
  • Do not use default install folder. Folders under c:\Program Files are subject to special access control that creates problems later.
    • Use C:\cstoosls\Tomcat6.0 instead

To inform the Cygwin environment of where Tomcat is, update your Windows environment variables.

  • Define CATALINA_HOME as a Windows System environment variable, and give it the value of the install folder for Tomcat. E.g. C:\cstoosls\Tomcat6.0
    • Unlike JAVA, which an environment variable named after the product to locate its install directory (JAVA_HOME), Tomcat uses an environment variable named after the servlet container component (CATALINA_HOME)
  • Add '%CATALINA_HOME%\bin' to the Windows System environment variable PATH

NB: Test your environment variables by opening a Cygwin shell and typing 'which Tomcat6'. This should return the path to the Tomcat executable.

Step 6) Install MySQL for windows.

Download the self-installing exe from http://dev.mysql.com/downloads/mysql/5.0.html#downloads

  • The most recent 5.1.x is recommended; however, developers are also using 5.5
  • Add the mysql bin directory in the PATH. This will provide access to the mysql executable when you are in Cygwin.
  • Also download the MySQL Workbench UI to give yourself an UI to the MySQL database.

Step 6a) Install Python connector for MySQL for Windows.

Install varies depending on whether you are using Python2.7 distributed with Cygwin or Python2.7 installed via an MSI.

In both cases, go to the downloads page: http://dev.mysql.com/downloads/connector/python/#downloads

For .MSI, select Platform to be "Microsoft Windows", and use the ver. 2.7 MSI.

For Cygwin, it is easiest to use easy_install or pip (Source)  E.g. .

Administrator@cc-svr10 ~
$ easy_install mysql-connector-python
Searching for mysql-connector-python
Reading http://pypi.python.org/simple/mysql-connector-python/
Best match: mysql-connector-python 1.0.10
Downloading http://cdn.mysql.com/Downloads/Connector-Python/mysql-connector-python-1.0.10.zip
Processing mysql-connector-python-1.0.10.zip
Writing /tmp/easy_install-ZFHHNn/mysql-connector-python-1.0.10/setup.cfg
Running mysql-connector-python-1.0.10/setup.py -q bdist_egg --dist-dir /tmp/easy_install-ZFHHNn/mysql-connector-python-1.0.10/egg-dist-tmp-wICK6D
zip_safe flag not set; analyzing archive contents...
Adding mysql-connector-python 1.0.10 to easy-install.pth file

Installed /usr/lib/python2.7/site-packages/mysql_connector_python-1.0.10-py2.7.egg
Processing dependencies for mysql-connector-python
Finished processing dependencies for mysql-connector-python

tep 7) DEPRECATED:  Install Apache Ant

A manual installation of Ant is only required for building CloudStack 4.0.

Ant is available from http://ant.apache.org/bindownload.cgi

  • Ant does not have an O/S-specific installer. Thus, the .zip you download does not include an .MSI file
  • Place the unzipped download in the folder you want to run Ant from.

To inform the Cygwin environment of where Ant is, update your Windows environment variables.

  • Define ANT_HOME as a Windows System environment variable, and give it the value of the install folder for Tomcat. E.g. C:\Program Files\Apache Software Foundation\apache-ant-1.8.4
  • Add '%ANT_HOME%\bin' to the Windows System environment variable PATH

NB: Test your environment variables by opening a Cygwin shell and typing 'which ant'. This should return the path to the ant executable.

Step 8) Install Apache Maven 3.0

Maven is available from http://maven.apache.org/download.html

  • Version 3.x is required for CloudStack
  • Maven does not have an O/S-specific installer. Thus, the .zip you download does not include an .MSI file
  • Place the unzipped download in the folder you want to run Maven from.
  • Choose folder such that there are no spaces in the path!  E.g. C:\bin\maven

To inform the Cygwin environment of where Maven is, update your Windows environment variables.

  • Define M2_HOME as a Windows System environment variable e.g. C:\bin\maven
  • Define M2 as a Windows System environment variable with value %M2_HOME%\bin
  • Add '%M2%' to the Windows System environment variable PATH

NB: Test your environment variables by opening a Cygwin shell and typing 'which mvn'. This should return the path to the maven executable.

Step 9) Download cloudstack-oss source

From a Cygwin window:

Step 10) Generate SSH Key

Generate ssh key in your $HOME directory (the CloudStack Management server will be looking for this at run time)

ssh-keygen -t rsa -q

Step 11) DEPRECATED Install "mkisofs"

Ignore this step if you've already created a symlink under step #1. To check use 'which' to see if mkisofs is already available. E.g.

Administrator@cc-svr10 ~
$ which mkisofs
/usr/bin/mkisofs

Cygwin's mkisofs is a soft link. These do not work with the build.

Instead, downloan the .exe from http://svnpenn.blogspot.com/2011/06/mkisofs-for-windows_24.html

  • Place in /bin

NB: Test your environment variables by opening a Cygwin shell and typing 'which mkisofs'. This should return the path to the mkisofs executable.

Step 12) Tell CloudStack the password for mysql

Password is assigned to DBROOTPW= in the build/replace.properties file.

E.g.

$ cat build/override/replace.properties
DBUSER=cloud
DBPW=cloud
DBROOTPW=
MSLOG=vmops.log
APISERVERLOG=api.log
DBHOST=localhost
AGENTLOGDIR=logs
AGENTLOG=logs/agent.log
MSMNTDIR=/mnt
COMPONENTS-SPEC=components-premium.xml

Step 13) Build

To clean out existing artifacts, go to the cloudstack source folder and run:

mvn clean

To compile Apache CloudStack, go to the cloudstack source folder and run:

mvn install -P developer,systemvm

To deploy the database:

mvn -P developer -pl developer -Ddeploydb

See Troubleshooting section's Workaround

To run in a local Jetty server:

mvn -pl :cloud-client-ui jetty:run

Open the mgmt server console using http://localhost:8080 and configure it as required.

Step 14) OPTIONAL: Start working with DevCloud

DevCloud provides a self-contained CloudStack development environment, which runs in a VirtualBox VM. For details, refer to DevCloud

Troubleshooting

1) Problem: Log4j not properly configured

E.g.

log4j:WARN No appenders could be found for logger (org.apache.commons.httpclient.params.DefaultHttpParams).
log4j:WARN Please initialize the log4j system properly.
log4j:WARN See http://logging.apache.org/log4j/1.2/faq.html#noconfig for more info.

Workaround
Change name of config file. e.g.

cp client/target/cloud-client-ui-4.2.0-SNAPSHOT/WEB-INF/classes/log4j{-cloud,}.xml

2) Problem: Server will not start and throws following exception

java.lang.OutOfMemoryError: Java heap space

Workaround:
This problem can arise when launching the server with too small of a heap. If you are launching using Maven, use MAVEN_OPTS to increase the stack size.

E.g.

export MAVEN_OPTS="-XX:MaxPermSize=256m -Xmx1g"
mvn -pl :cloud-client-ui jetty:run

In the above, -Xmx1g sets the heap size. E.g. -Xmx2g would give you a 2 gig heap.

3) Problem: Server will not start and throws following exception

WARN utils.script.Script (main-) Exception: /usr/local/bin/bash
> > -c echo
> ~scvmm
> > java.io.IOException: Cannot run program "/usr/local/bin/bash":
> CreateProcess error=2, The system cannot find the file specified
> > at java.lang.ProcessBuilder.start(Unknown Source)
> > at com.cloud.utils.script.Script.execute(Script.java:184)
> >
> > ....
> > ....
> > ERROR cloud.servlet.CloudStartupServlet (main-) Exception starting
> management server
> > com.cloud.utils.exception.CloudRuntimeException: Cannot get home
> directory for account: scvmm

Workaround:
Skip key generation and cloudstack works fine.
This is done by setting developer property in the configuration table as follows, by running the following SQL statement in MySQL

use cloud;
update configuration set value='false' where name='developer';

This changes the developer mode to false, which combined with a non 'cloud' username will skip the key generation.

Caveat: KVM stops working after this workaround. Any help from community on fixing KVM support as well is needed.

4) Problem: CloudStack not starting system VMs on local storage

By default system.vm.use.local.storage is set to false. If you want to use local storage, set it to true using the GUI. Alternatively, if the management server has started, you can update the database with the command below:

use cloud;
update configuration set value='true' where name='system.vm.use.local.storage';

You will have to restart the management server if it is running.

5) Problem: Server will not start with Exception in thread Timer-2, Exception in thread Timer-1.

export MAVEN_OPTS="-Xmx2048m -XX:MaxPermSize=800m -Xmx2g -Xdebug -Xrunjdwp:transport=dt_socket,address=8787,server=y,suspend=n"

6) Problem: Eclipse becomes unresponsive with high resource utilization:

Go to Eclipse folder and Change following (towards the end) in .ini configuration file.

-vmargs
-Dosgi.requiredJavaVersion=1.5
-Xms384m
-Xmx2048m

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