  {"id":8536,"date":"2021-01-26T12:02:33","date_gmt":"2021-01-26T17:02:33","guid":{"rendered":"https:\/\/carleton.ca\/scs\/?page_id=8536"},"modified":"2025-09-15T15:01:42","modified_gmt":"2025-09-15T19:01:42","slug":"openstack-step-by-step-guide","status":"publish","type":"page","link":"https:\/\/carleton.ca\/scs\/tech-support\/scs-open-stack\/openstack-technical-support\/openstack-step-by-step-guide\/","title":{"rendered":"OpenStack Step-by-Step Guide"},"content":{"rendered":"<p><img decoding=\"async\" loading=\"lazy\" class=\"size-full wp-image-317 alignright\" src=\"http:\/\/carleton.ca\/scs\/wp-content\/uploads\/os150.png\" alt=\"os150\" width=\"150\" height=\"150\" \/><br \/>\nStep-by-step video and written guides to the <strong>SCS Open<\/strong><strong>Stack<\/strong>. These will show you how to access the SCS OpenStack web interface, how to launch an instance (virtual server), and then how to connect to that instance:<\/p>\n<p><a href=\"#openstack-update-account\">Step 1: Update Your SCS OpenStack Account EVERY TERM<\/a><br \/>\n<a href=\"#openstack-vpn-off-campus-connection\">Step 2: VPN &#8211; Connecting to 杏吧原创&#8217;s Secure Network<\/a><br \/>\n<a href=\"#openstack-dashboard\">Step 3: Connect to the SCS OpenStack Web App (dashboard)<\/a><br \/>\n<a href=\"#openstack-launch-instance\">Step 4: Launching an OpenStack Instance (virtual server)<\/a><br \/>\n<a href=\"#openstack-associate-floating-ip\">Step 5: Associate Floating IP with an Instance<\/a><br \/>\n<a href=\"#openstack-connect-to-instance\">Step 6: Connecting to an OpenStack Instance<\/a><\/p>\n<h2 id=\"openstack-update-account\">Step 1: Update Your SCS OpenStack Account <span style=\"color:red;\">EVERY TERM<\/span><\/h2>\n<p><strong>UPDATE YOUR SCS ACCOUNT<\/strong> <strong style=\"color: red;\">EVERY<\/strong> <strong>TERM:<\/strong><br \/>\nIn order to access the SCS OpenStack, you must update your SCS Account <strong>EVERY TERM<\/strong> via the <em>SCS Online Account Management Tool<\/em> on the <a href=\"https:\/\/carleton.ca\/scs\/technical-support\/accounts\/\">SCS Accounts Page<\/a>. This will give you access to any of your courses that are using OpenStack this term. <em>Some courses may not request OpenStack until later in the term, so you may need to update your account part way through the term &#8211; check with your TA or Instructor<\/em><\/p>\n<ul>\n<li><strong>Updating your SCS Account:<\/strong> &#8211; <a title=\"Updating your SCS Account\" href=\"https:\/\/www.youtube.com\/watch?v=iJEMo2Hg-Tw\" target=\"_blank\" rel=\"noopener noreferrer\">video<\/a><\/li>\n<\/ul>\n<h2 id=\"openstack-vpn-off-campus-connection\">Step 2: VPN &#8211; Connecting to 杏吧原创&#8217;s Secure Network<\/h2>\n<p><strong style=\"color: red;\">IMPORTANT:<\/strong> <strong>SCS OpenStack resources and the web user interface (dashboard) can only be accessed from the 杏吧原创 University network<\/strong>.<\/p>\n<h3 style=\"color:red\">IMPORTANT: VPN Changes Beginning Fall 2023<\/h3>\n<p>杏吧原创&#8217;s <em>Information Technology Services<\/em> has decided that, beginning in Fall 2023, 杏吧原创 University students that need to use <strong>VPN<\/strong> will have to setup the <strong>Microsoft Azure MFA (Multi Factor Authentication)<\/strong> for their student <strong>cmail<\/strong> account.  The procedures to do this take a bit of time, so you should do this well in advance of needing VPN.<br \/>\n<strong>There are two ways to setup your Azure MFA access to use with VPN:<\/strong><\/p>\n<ol>\n<li><strong>Permanent Azure MFA VPN Setup<\/strong>:<br \/>\nUsing this method, you can permanently setup your Azure MFA and VPN access for your cmail account.  This method is more time consuming as it requires you to speak to an ITS help desk representative to complete the Multi Factor setup.  The instructions can be found here: <a href=\"https:\/\/carleton.ca\/its\/help-centre\/student-requiring-vpn-access\/\">Student Requiring VPN Access<\/a><\/li>\n<li><strong>Course Linked Azure MFA VPN Setup<\/strong>:<br \/>\nThis method can be completed more quickly, as it is based on your membership in a course that requires VPN access.  However, once that course ends, if you have no other courses that require VPN access, your VPN access will be revoked.  The instructions can be found here: <a href=\"https:\/\/carleton.ca\/its\/help-centre\/students-in-courses-requiring-vpn\/\">Students in Courses Requiring VPN<\/a><\/li>\n<\/ol>\n\n<p>If you are working off-campus, you will need to <strong>VPN<\/strong> <em>(Virtual Private Networking)<\/em> to 杏吧原创&#8217;s network. All 杏吧原创 students and employees can access the 杏吧原创 VPN:<br \/>\n<a title=\"杏吧原创 Remote Access VPN for Windows and Mac\" href=\"http:\/\/carleton.ca\/its\/help-centre\/remote-access\/\">杏吧原创 Remote Access VPN Instructions<\/a><\/p>\n<h2 id=\"openstack-dashboard\">Step 3: Connect to the SCS OpenStack Web App (dashboard)<\/h2>\n<p><strong>Interaction with the SCS OpenStack<\/strong> occurs via a web-based user interface (dashboard). The dashboard provides the basic functionality needed to launch, maintain, and destroy resources on the SCS OpenStack cloud.<\/p>\n<p><strong>Connect to <a href=\"#openstack-vpn-off-campus-connection\">VPN<\/a>, and then Log in to the SCS OpenStack user interface (dashboard) here<\/strong>:<\/p>\n<p><center><br \/>\n<span style=\"font-size: 24px;\"><a href=\"https:\/\/openstack.scs.carleton.ca\">https:\/\/openstack.scs.carleton.ca<\/a><\/span><br \/>\n<em><span style=\"font-size: 12px;\">You must be connected to VPN to log in to OpenStack<\/span><\/em><\/center><\/p>\n<ul>\n<li><strong>Logging in and Navigating OpenStack<\/strong> &#8211; <a title=\"Logging in and Navigating Video\" href=\"https:\/\/youtu.be\/GCPRmCYFxUA\" target=\"_blank\" rel=\"noopener noreferrer\">video<\/a><\/li>\n<\/ul>\n<h2 id=\"openstack-launch-instance\">Step 4: Launching an OpenStack Instance (virtual server)<\/h2>\n<p>Launching an instance gives you your own virtual server that runs using a share of resources available on one of the hardware nodes (servers) in the SCS server facility.<br \/>\n<strong style=\"color: red;\">IMPORTANT:<\/strong> If you <strong>do not see your Course Image in the Image List<\/strong> this usually means you are not in the correct openstack project for your course.  Use the <strong>Project Drop-Down Menu<\/strong> in the top left of the dashboard to switch between your projects.<br \/>\nAs you will see in the <a title=\"Launching an Instance Video\" href=\"https:\/\/youtu.be\/rOX0e-crJew\" target=\"_blank\" rel=\"noopener noreferrer\">full video<\/a>, for <em>MOST<\/em> courses, there are just <em><strong>three (3)<\/strong><\/em> critical sections in the <em>Image Launch Wizard<\/em> that you need to configure when launching an OpenStack instance:<br \/>\n<em><strong>NOTE:<\/strong>Each video link below goes to the specific timestamp that discusses the relevant section<\/em><\/p>\n<ol>\n<li><strong>Details<\/strong> &#8211; In this section, you <em>MUST<\/em> give the instance a suitable name.  In most cases, you are expected to use your username in the name of your instance so that the TAs and instructors can easily find your instance if required. <a title=\"Launching an Instance Video - Details Section\" href=\"https:\/\/youtu.be\/rOX0e-crJew?t=38s\" target=\"_blank\" rel=\"noopener noreferrer\">video &#8211; details section<\/a><\/li>\n<li><strong>Flavor<\/strong> &#8211; A flavor tells OpenStack what resources (CPU, memory, disk space) should be allocated to your instance.  Most courses have only one flavor, though some will have multiple flavors to be used for difference scenarios, assignments, etc. <a title=\"Launching an Instance Video - Flavor Section\" href=\"https:\/\/youtu.be\/rOX0e-crJew?t=1m14s\" target=\"_blank\" rel=\"noopener noreferrer\">video &#8211; flavor section<\/a><\/li>\n<li><strong>Security Groups<\/strong> &#8211; <em>Security Groups<\/em> allow your instance to communicate on the network.  By default, your instance is <em><strong>inaccessible<\/strong><\/em>.  Most courses have the <em><strong>ping-ssh-egress<\/strong><\/em> security group.  This, as the name implies, allows your instance to respond to <strong>pings<\/strong>, allow incoming <strong>ssh<\/strong> connections, and <em>MOST IMPORTANTLY<\/em> allow <strong>egress<\/strong> (outgoing) connections.  Without egress permissions, your instance will not be able to talk to the network!  Some courses may require other security groups as well. <a title=\"Launching an Instance Video - Security Groups Section\" href=\"https:\/\/youtu.be\/rOX0e-crJew?t=1m42s\" target=\"_blank\" rel=\"noopener noreferrer\">video &#8211; security groups section<\/a><\/li>\n<\/ol>\n<p><strong>IMPORTANT:<\/strong> The above instructions, and those found in the video, are examples of basic instance creation, typical for many of our courses.  Your particular course or research may require additional or more specific instructions, so please reference instructions from your instructor\/supervisor.<\/p>\n<ul>\n<li><strong>Launching an OpenStack Instance<\/strong> &#8211; <a title=\"Launching an Instance Video\" href=\"https:\/\/youtu.be\/rOX0e-crJew\" target=\"_blank\" rel=\"noopener noreferrer\">full video<\/a><\/li>\n<\/ul>\n<h2 id=\"openstack-associate-floating-ip\">Step 5: Associate Floating IP with an Instance<\/h2>\n<p>Like any device, to access it remotely, you need an IP address (eg: <strong>134.117.26.250<\/strong>). Courses on the SCS Openstack are supplied with a pool of <em>floating IP addresses<\/em> from which you can choose an IP address for your particular instance.<br \/>\n<strong>NOTE:<\/strong> All SCS OpenStack Floating IPs start with <strong>134.117.<\/strong><\/p>\n<ul>\n<li><strong>Associate Floating IP with an OpenStack Instance<\/strong> &#8211; <a title=\"Associate Floating IP with Instance Video\" href=\"https:\/\/youtu.be\/R0gwHMY70K4\" target=\"_blank\" rel=\"noopener noreferrer\">video<\/a><\/li>\n<\/ul>\n<\/ul>\n<h2 id=\"openstack-connect-to-instance\">Step 6: Connecting to an OpenStack Instance<\/h2>\n<p>How you <strong>connect to an instance<\/strong> can vary depending on the technology you are using for your particular assignments or research. You normally use a <strong>floating IP address<\/strong> to connect remotely, but the SCS OpenStack dashboard also provides a web console to connect to instances that don&#8217;t have a floating IP.<\/p>\n<p><em><strong>In ALL cases<\/strong>, you must first connect to the <a href=\"#openstack-vpn-off-campus-connection\">VPN<\/a> before you can connect to your instance.<\/em><\/p>\n<p><div class=\"slideme\"><dl class=\"slideme__list\"><dt class=\"slideme__term\"><a href=\"#slideme-login-credentials-first-login\" aria-expanded=\"false\" aria-controls=\"slideme-login-credentials-first-login\" class=\"slideme__heading slideme__trigger\">Login Credentials & First Login<\/a><\/dt><dd class=\"slideme__description\" id=\"slideme-login-credentials-first-login\" aria-hidden=\"true\"><p><br \/>\n<strong>Login Credentials:<\/strong> <em>Most<\/em> of our OpenStack images share the same default credentials:<br \/>\n<strong>username: <em style=\"color: red;\"> student<\/em><\/strong><br \/>\n<strong>password: <em style=\"color: red;\"> student<\/em><\/strong><\/p>\n<p><strong style=\"color: red;\">IMPORTANT:<\/strong> New images since (<strong>2022\/2023<\/strong>) <strong>force a password change<\/strong> on the first login.<br \/>\n<strong>First Login Scenarios:<\/strong><\/p>\n<ul>\n<li><strong style=\"color: red;\">TurboVNC WARNING:<\/strong> TurboVNC does <strong>NOT<\/strong> support first login password changes, so your first login must use another login tool below<\/li>\n<li><strong style=\"color: red;\">vscode WARNING:<\/strong> vscode does <strong>NOT<\/strong> support first login password changes, so your first login must use another login tool below<\/li>\n<li><strong>ssh terminal (putty, etc)<\/strong> first login: When you login, you will be redirect to a change password prompt.  You will then have to enter the current password (student) again, and then enter your new password twice. When you change your password, it will then log you out and you have to login again with that new password<\/li>\n<li><strong>x2go<\/strong> first login: When you login, you will be redirect to a change password prompt.  You will then have to enter the current password (student) again, and then enter your new password twice. When you change your password, it will then prompt you to <em>click reconnect<\/em>, at which point you can login again using the new password<\/li>\n<li><strong>openstack web console<\/strong> first login: When you login, you will be redirect to a change password prompt.  You will then have to enter the current password (student) again, and then enter your new password twice. In this case, you stay connected.  The next time you login, you will need the new password<\/li>\n<\/ul>\n<p><strong style=\"color: red;\">WARNING:<\/strong> If you are using an older image (pre-2022) that does not enforce an ssh key or a password change, then we strongly encourage you to immediately change your password or setup an ssh key!<br \/>\n<\/p><\/dd><dl><\/div>\n <!-- Openstack Login Credentials Content Include --><\/p>\n<div class=\"slideme\"><dl class=\"slideme__list\"><dt class=\"slideme__term\"><a href=\"#slideme-what-is-my-openstack-floating-ip-address\" aria-expanded=\"false\" aria-controls=\"slideme-what-is-my-openstack-floating-ip-address\" class=\"slideme__heading slideme__trigger\">What is my OpenStack Floating IP Address?<\/a><\/dt><dd class=\"slideme__description\" id=\"slideme-what-is-my-openstack-floating-ip-address\" aria-hidden=\"true\"><p><br \/>\nYour <strong>public floating IP address<\/strong> of your instance will have the form: <strong>134.117.xxx.xxx<\/strong> &#8211; If you don&#8217;t see the <strong>134.117<\/strong> part, then you haven&#8217;t set up a floating IP address! This IP address is assigned when you run the <strong>Associate Floating IP Address<\/strong> command for your instance (via the OpenStack dashboard) <a href=\"#openstack-associate-floating-ip\"><em>Associate Floating IP with an Instance above<\/em><\/a>.<br \/>\n<\/p><\/dd><dl><\/div>\n<p><strong>Connection Methods:<\/strong><\/p>\n<ul>\n<li><strong>Connect remotely: ssh terminal &#8211; putty<\/strong> &#8211; <a title=\"Connect Remotely via a putty terminal\" href=\"https:\/\/youtu.be\/PEWtyfbj0Sk\" target=\"_blank\" rel=\"noopener noreferrer\">video<\/a> | <a href=\"https:\/\/carleton.ca\/scs\/2021\/connecting-to-an-openstack-instance-using-ssh-putty\/\">text<\/a><br \/>\nConnect remotely to the instance using an ssh terminal (examples uses the <a title=\"putty\" href=\"https:\/\/www.putty.org\/\">putty<\/a> ssh tool)<\/li>\n<li><strong>Connect remotely: vscode<\/strong> &#8211; <a title=\"vscode: Remote Access and Code Editing\" href=\"https:\/\/youtu.be\/G-nnmjrsM2A\" target=\"_blank\" rel=\"noopener noreferrer\">video<\/a> | <a href=\"https:\/\/carleton.ca\/scs\/2023\/vscode-remote-access-and-code-editing\/\">text<\/a><br \/>\n<strong>vscode<\/strong> allows remote code editing and ssh terminal all in one!<\/li>\n<li><strong><span style=\"color:red;\">NEW:<\/span> Connect remotely: Desktop with TurboVNC<\/strong> &#8211; video (coming soon) | <a href=\"https:\/\/carleton.ca\/scs\/2024\/ssh-connection-with-turbovnc\/\">text<\/a><br \/>\nConnect remotely to the instance using the remote desktop tool <strong>TurboVNC<\/strong><\/li>\n<li><strong>Connect via OpenStack Instance Web Console <span style=\"color:red;\">(EMERGENCY USE ONLY)<\/span><\/strong> &#8211; <a title=\"Connect via Openstack Console Video\" href=\"https:\/\/youtu.be\/uOY3ePcjOGI\" target=\"_blank\" rel=\"noopener noreferrer\">video<\/a> | <a href=\"https:\/\/carleton.ca\/scs\/2021\/connecting-to-an-instance-using-the-openstack-console\/\">text<\/a><br \/>\nThe dashboard web console connection allows access to an instance when it does not have a <strong>floating IP<\/strong> or does not have a working network connection. The console connection can also be used if you need access to the boot sequence of your instance, such as in the COMP3000 operating system course, or to debug if you instance is not rebooting properly.<br \/>\n<span style=\"color:red;\"><strong>WARNING:<\/strong><\/span> <em>This connection mode is very slow and causes degradation of the network for everyone, so it should be avoided except in emergencies (network not working, failed reboot, etc)<\/em><br \/>\n<strong style=\"color: red;\">SECURITY WARNING:<\/strong> <em>It is important to remember than ANY user logged into an openstack project can view the console for any openstack instance, so make sure you set a strong password, and only use the console when the other options above do not work!<\/em><\/li>\n<li><strong>Connect remotely: Desktop with x2go<\/strong> <strong><span style=\"color:red;\">(DEPRECATED)<\/span><\/strong> &#8211; <a title=\"Connect to Remote Desktop (via x2go)\" href=\"https:\/\/youtu.be\/CxPyKZNVCRI\" target=\"_blank\" rel=\"noopener noreferrer\">video<\/a> | <a href=\"https:\/\/carleton.ca\/scs\/2021\/ssh-connection-with-x2go-remote-desktop-client\/\">text<\/a><br \/>\n<strong style=\"color: red;\">DEPRECATED:<\/strong> <em>This method will not work on new openstack instances starting in <strong>Fall 2024<\/strong>. Use <strong>TurboVNC<\/strong> (above) if you need a desktop connection.<\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Step-by-step video and written guides to the SCS OpenStack. These will show you how to access the SCS OpenStack web interface, how to launch an instance (virtual server), and then how to connect to that instance: Step 1: Update Your SCS OpenStack Account EVERY TERM Step 2: VPN &#8211; Connecting to 杏吧原创&#8217;s Secure Network Step [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"parent":5433,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","_mi_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>OpenStack Step-by-Step Guide - School of Computer Science<\/title>\n<meta name=\"description\" content=\"Step-by-step video and written guides to the SCS OpenStack. 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