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1. Getting More Information and Help 1
1.1. Additional Documentation Available ............................................................................... 1
1.2. Citrix Knowledge Center ............................................................................................... 1
1.3. Contacting Support ....................................................................................................... 1
2. Concepts 3
2.1. What Is CloudPlatform? ................................................................................................ 3
2.2. What Can CloudPlatform Do? ....................................................................................... 3
2.3. Deployment Architecture Overview ................................................................................ 4
2.3.1. Management Server Overview ........................................................................... 5
2.3.2. Cloud Infrastructure Overview ............................................................................ 5
2.3.3. Networking Overview ......................................................................................... 6
3. Cloud Infrastructure Concepts 9
3.1. About Regions ............................................................................................................. 9
3.2. About Zones ................................................................................................................ 9
3.3. About Pods ................................................................................................................ 11
3.4. About Clusters ........................................................................................................... 12
3.5. About Hosts ............................................................................................................... 13
3.6. About Primary Storage ............................................................................................... 13
3.7. About Secondary Storage ........................................................................................... 14
3.8. About Physical Networks ............................................................................................ 14
3.8.1. Basic Zone Network Traffic Types .................................................................... 15
3.8.2. Basic Zone Guest IP Addresses ....................................................................... 16
3.8.3. Advanced Zone Network Traffic Types .............................................................. 16
3.8.4. Advanced Zone Guest IP Addresses ................................................................ 16
3.8.5. Advanced Zone Public IP Addresses ................................................................ 17
3.8.6. System Reserved IP Addresses ....................................................................... 17
4. Upgrade Instructions 19
4.1. Upgrade from 3.0.x to 4.2 ........................................................................................... 19
4.2. Upgrade from 2.2.x to 4.2 ........................................................................................... 28
4.3. Upgrade from 2.1.x to 4.2 ........................................................................................... 37
4.4. Upgrading and Hotfixing XenServer Hypervisor Hosts ................................................... 37
4.4.1. Upgrading to a New XenServer Version ............................................................ 37
4.4.2. Applying Hotfixes to a XenServer Cluster .......................................................... 39
5. Installation 43
5.1. Who Should Read This .............................................................................................. 43
5.2. Overview of Installation Steps ..................................................................................... 43
5.3. Minimum System Requirements .................................................................................. 44
5.3.1. Management Server, Database, and Storage System Requirements ................... 44
5.3.2. Host/Hypervisor System Requirements ............................................................. 44
5.3.3. Hypervisor Compatibility Matrix ......................................................................... 45
5.4. Management Server Installation .................................................................................. 47
5.4.1. Management Server Installation Overview ......................................................... 47
5.4.2. Prepare the Operating System ......................................................................... 47
5.4.3. Install the Management Server on the First Host ............................................... 49
5.4.4. Install and Configure the Database ................................................................... 50
5.4.5. About Password and Key Encryption ................................................................ 54
5.4.6. Changing the Default Password Encryption ....................................................... 55
5.4.7. Prepare NFS Shares ....................................................................................... 56
5.4.8. Prepare and Start Additional Management Servers ............................................ 59
5.4.9. Management Server Load Balancing ................................................................ 60
5.4.10. Prepare the System VM Template .................................................................. 61
5.4.11. Installation Complete! Next Steps ................................................................... 62