Create and Manage Site

Objective

This guide provides instructions on how to create a Volterra Site in your cloud or edge location and manage the site. A Volterra site consists of one or more Volterra nodes. To know more about sites and nodes, see Volterra Site.

Using the instructions provided in this guide, you can create and manage a single-node site or multi-node site. Managing the site covers editing the site properties, performing scaling, and performing upgrades.

Note: Instructions provided in this guide are not applicable for Volterra Regional Edge (RE) sites.

Site States and Transitions

The following figure illustrates the site states and their transitions during the site life cycle:

SiteSM
Figure: Site State Transitions

The following are the various states or statuses for a Volterra site:

  • NEW - Registration request is received.
  • PENDING - User action is required to approve or reject.
  • APPROVED - Registration is approved and waiting for configuration to get completed.
  • ADMITTED - Registration is approved and ready to connect.
  • RETIRED - Registration is not valid anymore and it will be deleted.
  • FAILED - Registration is failed.
  • ONLINE - Registration is online.
  • UPGRADING - Operating system upgrade is in progress.
  • MAINTENANCE - Maintenance is in progress.

The state transitions of a site after installation for a successful bring up are as follows:

          NEW -> PENDING -> APPROVED -> ADMITTED -> ONLINE

        

Note: User action is required for the PENDING -> APPROVED state change.


Prerequisites

Note: In case you do not have an account, see Create a Volterra Account.

  • Allow traffic from and to the Volterra public IP addresses to your network and whitelist related domain names. See Firewall or Proxy Reference for the list of IP addresses and domain names.

Create Site

The following figure shows the sequence of steps in creating a Volterra Site:

SiteCreatFlow
Figure: Setting up a Volterra Customer Site

Configuration Sequence

A site can be configured as a single-node or multi-node site and includes performing the following sequence of actions:

PhaseDescription
Create Site TokenToken is used to initiate site provisioning and it can be reused per tenant across namespaces. However, it is recommended to use the same token for installation of additional sites.
Install Volterra NodesSite consists of one or more Volterra Nodes. Therefore, installing at least one Volterra Node is required.
Accept Site RegistrationInstalling a node triggers site registration and requires you to approve the site from the Volterra SaaS portal.

Create Site Token

Step 1: Navigate to the system namespace.

Select the system namespace to obtain a token. You can use an existing token or create a new one. A site can be configured as single-node or multi-node site. In case of multi-node site, use the same token for all installations.

NameSpaceNavig
Figure: Navigate to Namespace
Step 2: Generate token.

Select Manage from the configuration menu and select Site Token from the options pane. Click Add site token to create a new token. This loads the Add site token form. Enter the site name and description in the Name and Description fields respectively. Click Add site token button at the bottom of the form.

CreateSiteToken
Figure: Create a site token
Step 3: Notedown the token.

Find the token you created or choose an existing token from the list of tokens displayed. Click the > to expand the token details in JSON format and note the value of the uid field.

SiteTokenUID
Figure: Find Site Token UID

Install Volterra Nodes

Step 1: Prepare site configuration data.

This data is used during the node installation. The following example shows a sample site configuration.

  • Site Name: volterra-demo-site
  • Latitude and longitude (co-ordinates): 41.881832, -87.623177
  • Token: e305f21e-b14a-44f0-8c93-776489321819
Step 2: Install the node.

For instructions, see Install section and choose an appropriate installation guide depending on your cloud provider or edge hardware.

After installation, the site status can be inspected in the VoltConsole.


Accept Site Registration

Single-node Site

Step 1: Navigate to registrations and start registration approval.

Log in to the VoltConsole with your tenant and select Manage from the configuration menu. Select Registrations from the options pane and choose your site in the displayed list of sites. Click ✅ to load the Registration Acceptance form.

AcceptReg
Figure: Accept Pending Registration
Step 2: Enter the required fields and complete registration.

Enter the site configuration parameters and click Accept.

SiteParam
Figure: Configure Site Parameters

Note: Enter all mandatory fields marked with the * character.

Step 3: Check the site status and health.

Select Sites -> Site List and click on your site from the displayed site list to see the dashboard for your site.

HealthCheck
Figure: Site Health Check

Note: After you accept the registration, it takes few minutes for the health and connectivity status to get updated in the portal. Click the Site Status tab to verify the following (established in that order during the site bring up):

  1. The Last Upgrade field has Successful value for the Volterra OS Status section.
  2. The Last Upgrade field has Successful value for the Volterra Software Status section.
  3. The IPSEC status field under RE Connectivity section has up value.

Multi-node Cluster Site

Step 1: Navigate to registrations and perform registration.

Accept registration requests from the master-0, master-1, and master-2 nodes. Enter the same values for the following parameters for all the registration requests.

  1. ‘Cluster name’ = ‘volterra-demo-site-mce’
  2. ‘Cluster size’ = ‘3’
RegReqM-0
Figure: Registration request from ‘master-0’ node
RegReqM-1
Figure: Registration request from ‘master-1’ node
RegReqM-1
Figure: Registration request from ‘master-2’ node

Note: Enter all mandatory fields marked with the * character.

Step 2:Check the site status and health

Select Sites -> Site List and click on your site from the displayed site list to see the dashboard for your site.

SiteDashBrd
Figure: Volterra Site Dashboard

Note: After you accept the registration, it takes few minutes for the health and connectivity status to get updated in the portal. Click the Site Status tab to verify the following (established in that order during the site bring up):

  1. The Last Upgrade field has Successful value for the Volterra OS Status section.
  2. The Last Upgrade field has Successful value for the Volterra Software Status section.
  3. The IPSEC status field under RE Connectivity section has up value.

Edit Site

You can edit the site configuration by performing the following:

Step 1: Navigate to your site and open the site edit form.

Log in to the VoltConsole with your tenant and Select Sites -> Site List. Find the site you want to edit and click ... -> Edit. The site edit form gets loaded.

EdSite
Figure: Edit Site
Step 2: Edit the site and apply the changes.

Set the site configuration parameters according to your requirement and click Save Changes.

SiteCnfEd
Figure: Edit Site Configuration Parameters

In case of configuring the VIP addresses, you must choose from the reserved addresses. The system reserves addresses as per the following mechanism of DHCP subnet Prefix Length (PL):

Prefix Length (PL)Reserved Addresses
PL <= 25The last 8 addresses of the subnet range are reserved and the last address is set as broadcast address. Therefore, you can select from the rest of the 7 addresses.
PL <= 27The last 4 addresses of the subnet range are reserved and the last address is set as broadcast. Therefore, you can select from the rest of the 3 addresses.
PL <= 29The last 2 addresses of the subnet range are reserved and the last address is set as broadcast. Therefore, you can only select the other address.
Table 1: Reserved VIP Addresses

Note: For information on node replacement, see Replace Node.


Perform Auto-Scaling

You can also configure scaling for your sites after registering. Perform the following to setup auto-scaling.

Step 1: Navigate to your site and edit the pool count.

Select Sites from the configuration menu and Site List from the options pane. Locate your site, click ..., and click Edit. Enter a value in the Desired Pool Count field to set the scale. Click Save changes.

AutoScale
Figure: Desired Pool Count Setting
Step 2: Perform registrations for new pool nodes.

Select Manage from the configuration menu and Registrations from the Site Management in the options pane. Click the Pending Registrations tab and approve the pool nodes.

Note: Individual nodes are not visible from the site list for multi-node site. However, you can check the nodes in the Other Registrations tab.


Upgrade Site

Site upgrade includes Volterra software upgrade and/or OS upgrade and you can perform this from the VoltConsole. The upgrade functionality is visible only if it is available and applicable for your site.

You can perform the software upgrade from VoltConsole using any of the following ways:

  • From the Sites -> Site List option, click Upgrade in the SW version (Current/Status) and OS version (Current/Status) fields for your site to perform software and OS upgrades respectively. Click Upgrade in the confirmation windows to proceed.
upg sitelist
Figure: Upgrade from Site List View
  • Click on your site from the Sites -> Site List to load the dashboard. Click Upgrade in the Volterra Software and Operating System fields of the Software Version part of the dashboard. Click Upgrade in the confirmation windows to proceed.
upg sitedb
Figure: Upgrade from Site Dashboard View
  • Click on your site from the Sites -> Site List to load the dashboard and click Site Status tab. Click Upgrade in the Volterra Software Status and Volterra OS Status fields. Click Upgrade in the confirmation windows to proceed.
upg sitestatus
Figure: Upgrade from Site Status View

Note: The update status is indicated in the Update Status field in the site dashboard or the site status views. In the site list view, the status is indicated in the SW version (Current/Status) and OS version (Current/Status) fields. For more information on node statuses, see Node States.

Remove Site

To remove site, perform the following in the System namespace.

Step 1: Navigate to registrations and perform decomission for your site.

Select Manage from the configuration menu and Registrations from the Site Management in the options pane. Select your site from the Other Registrations tab. Click ... and Decomission for your site. Click Decomission in the confirmation window.

Decomission
Figure: Decomission the Site

Note: In case of multi-node sites, perform this step for each of the node.

Step 2: Navigate to the site list and delete your site.

Select Sites from the configuration menu and Site List in the options pane. Select your site from the list of sites and click ... -> Edit for your site. In the edit form, click Delete Site. Click Decomission in the confirmation window.

DeleteSite
Figure: Delete the Site

Note: Removing the site does not delete the node in your cloud or physical locations. To remove your node from your cloud or physical device, follow the instructions provided in the Install guides.


Perform Factory Reset

You can trigger factory reset of the nodes in your site by performing the site re-registration.

Perform the following in case of factory reset:

Step 1: Navigate to registrations and perform factory reset.

Select Sites from the configuration menu and Site List in the options pane. Select your site from the list of sites and click ... -> Reregister. Click Reregister in the confirmation window.

FR
Figure: Site Factory Reset

This removes the node from the site and changes the site state to the WAITINGNODES state. Also, the factory reset starts for the node and when the reset is complete, new registration request gets created.

Note: In case of multi-node site, re-registration removes all nodes from the site and factory reset starts for all nodes.

Step 2: Approve new registration for your site.

Select Manage from the configuration menu and Registrations from the Site Management in the options pane. Select your site from the Pending Registrations tab and approve the registration.

Note: In case of multi-node sites, perform this step for each node.


Concepts


API References