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1. gt ZXTM ZXTM Virtual Appliance Getting Started Guide VMware Server 1 0 VMware ESX Server 3 0 Software Version 5 0 Zeus Technology Limited Zeus Technology UK The Jeffreys Building 5201 Great America Parkway Suite 320 US Cowley Road Santa Clara Cambridge CB4 OWS CA 95054 Email United Kingdom United States Web 44 0 1223 525000 1 408 850 7204 info zeus com http www zeus com Copyright Notice Zeus Technology Limited 2008 Copyright in this documentation belongs to Zeus Technology Limited All rights are reserved This documentation may not be reproduced in whole or in part in any manner or form including photocopying or storing it in any medium by electronic means and whether or not transiently or incidentally to some other use of this documentation other than in accordance with any applicable license agreement or with the prior written consent of Zeus Technology Limited Any copies of this documentation must incorporate this notice Zeus Technology the Zeus logo Zeus Extensible Traffic Manager ZXTM TrafficScript TrafficCluster and RuleBuilder are trademarks of Zeus Technology Limited Other trademarks used may be owned by third parties 2 Zeus Technology Limited 1995 2008 Table of Contents as a eis sis wiers cenats E SEEN S ES SE S as as eed erases S GETE S BEN 5 1 1 Introducing the ZXTM product family ccccee cece eeeee eeeeeeeeeeeeeeeeeeans 5 1 2 ZXIM Product Ver
2. cece eee ence ete kek ker tekerek eke e e ka 38 Glo ZAIM CONTO API wcnovacensccantseccpasutceegasueayaceunnemacadereseeseeteeaesetnasadednens 38 6 19 Advanced SettingS sccesessncanetCatserenrssivesbosnteaulseakavednatacnleecataasiuweniens 38 Troubleshooting the operation of your ZXTM Virtual Appliance 40 7 1 ZXTM Diagnosis and Event Logging s sssserssrsrrsrrsrrrrerrerrrrrrrrrrsrrsrre 40 Pld WIIG OOS aerer rE Er E E 40 7 2 CHECKING Basic Operation a eki disse wncudguarenseediceaeaieecsvenaleseenerarcataace 40 7 2 1 Checking Automatic Fail Over ccc cece eee eeeeeeeeeeneenes 41 7 3 ONT HEETOTS exes oceans aeeencoueeeeese sutataa N 42 7 3 1 Connection RefUSE ccc cece eee ze kek kek ee kek ke te t tes 42 7 3 2 Inappropriate Traffic IP Addresses configured 42 7 3 3 ZXTM Drops Connection Before Protocol Begins 42 7 3 4 Web Server Returns Error 400 sssssssssssssrssrnsrrsresrrrreresrers 43 7 3 5 Wrong Port Number Configured ccccccccec sees eeeeeeeeeeeeeeeeeees 43 Further RESOUPCES ciicisinssccianansscdniceuseienecensnndaiiwebwsmenssdvinnuccduuedeeeseninceweebies 44 8 1 ZW NGS a g t E EEE T ETE E ETT T 44 8 2 Saan B E E E E E E E E A E E at ek 44 8 3 Information online sssssssssssrsrrsrssrrrrorrnrrrrrrrsrrerrrrerrerrrrerrrrrsrrsrrne 44 Open source software licenSe ssssss2u22222222222252u25u220u20uu20uu20unnnnnnnn
3. Manage a new service J Drain a node Remove a node Stop a node draining SSL De Enable Disable a rule Click the Next button to begin The virtual appliance will scan the network for other ZXTM virtual appliances and produce a list of clusters Select one of the other virtual appliances that you wish to cluster ZXTM with or an existing cluster of two or more virtual appliances and click Next You will be prompted for the admin password of the virtual appliance or cluster you have just selected Enter it and follow the prompts to join the cluster The virtual appliance will restart and you will see a new home page showing both virtual appliances in the Traffic Manager list similar to this zxtm admin Logout x zd amp A Paused 7 Help Managers 10 100 241 2 10 100 6 65 Fig 15 ZXTM s main screen If you wish to add further virtual appliances to the new cluster you ve created log into each of the additional virtual appliances admin GUIs and use the join cluster wizard to join the cluster as above Note that the act of joining a cluster sets the admin password of the virtual appliance that you are joining to the cluster to be the same as that of the cluster i e all virtual appliances in a cluster share the user password database lt gt Zeus Technology Limited 1995 2008 21 CS zeus If you wish to join a virtual machine to an existing
4. www mysite com Wrong Port Number Configured Another common problem is the wrong port number being balanced If for instance your website is running on a port other than 80 you will need to balance that port number with the HTTP protocol rather than the default If you are running an SSL encrypted site you should select the HTTPS protocol rather than HTTP or SSL decrypt your traffic The default port for HTTPS is 443 Note that it is possible to balance many distinct ports with one ZXTM installation provided an appropriate protocol is selected in each case lt gt Zeus Technology Limited 1995 2008 43 CS zeus 8 Further Resources 8 1 ZXTM Manuals This guide is intended to get you up and running and to introduce some of the functionality available in ZXTM Included with the product is a comprehensive User Guide that covers the features in depth There are also full manuals for the TrafficScript rules language and the ZXTM Control API You can access these manuals via the Help pages described below or download the most recent versions from the ZXTM KnowledgeHub at http knowledgehub zeus com 8 2 Online Help By clicking the Help button on any page of the Admin Server interface you can see detailed help information for that page You can also view contents and index pages to navigate around the online help You can access the User Guide and TrafficScript reference manual by clicking the Manuals
5. 3 1 10 Summary You will be shown a summary of the settings you have configured You should review these paying particular attention to the network settings since your virtual appliance may become unreachable if you have made an error If you wish to make any changes use the Back button to skip back through the wizard to the appropriate page Once you are satisfied with your settings click the Finish button Initial configuration step 7 of 7 You have specified the following network settings eth 10 100 241 2 netmask 255 255 0 0 Gateway 10 100 1 1 Hostname zxtm DNS Servers 10 100 1 2 Search Domain cam zeus com Your date and time settings are Date 24 October 2006 Time 13 32 46 Time Zone America Los Angeles Additional settings License key License key installed To store these settings press Finish To change your settings press Back lt Back Fig 12 Summary screen for the configuration process You will then be shown a page with a link to the new URL of the admin server You should wait a short while typically 10 30 seconds before clicking on this link whilst the virtual appliance reconfigures its network interfaces You may also need to reconfigure your computer s network settings so that it can send packets to the IP address of the virtual appliance lt gt Zeus Technology Limited 1995 2008 19 3 1 11 Finish Initial configuration finished Your ZXTM is now bein
6. button on any of the Help pages The Rules gt Edit page also has a link to TrafficScript Help a quick reference guide to the functions 8 3 Information online Product specifications can be found at http www zeus com products Visit ZXTM KnowledgeHub for further documentation examples white papers and other resources http knowledgehub zeus com 44 Zeus Technology Limited 1995 2008 9 Open source software license This product includes software originating from third parties that are subject to 1 the GNU Library Lesser General Public License LGPL 2 the GNU General Public License GPL Zeus Technology offers to provide a complete copy of the source code for the software under the LGPL and GPL on a CD ROM for a charge covering the cost of performing such distribution such as the cost of media shipping and handling upon written request to Zeus Technology at Source Code Requests ZXTM VA GPL Zeus Technology The Jeffreys Building Cowley Road Cambridge CB4 OWS United Kingdom This offer is valid for a period of three 3 years from the date of the distribution of this product by Zeus Technology Please refer to the exact terms of the LGPL and the GPL regarding your rights under these licenses C Zeus Technology Limited 1995 2008 45 I ndex Admin password 18 Backing up 22 Cluster creation 21 Common errors 42 Connection management settings 38 Connection to the Admi
7. Browse to the address of the Admin Server home page see above and log in with the username admin and your password The Admin Server home page shows that you have not yet created any pools or virtual servers Click the Wizards drop down box and choose Manage a New Service to step through the wizard Specify a name which you will use to identify the virtual server within the configuration interface Choose a protocol and port for the virtual server e g HTTP port 80 4 https 10 100 6 65 9090 Manage a new Service step of 4 Mozilla Firefox Sl Manage a new Service step 2 of 4 2 Specify the service Please enter a brief name to identify the service you would like to balance Name Web Traffic Please select the protocol that the service uses Protocol HTTP we Please specify the port that the protocol listens on Fig 17 Creating a virtual server with a given protocol and port number associated to it 1 This is different from a virtual server in a web server which serves one website lt gt Zeus Technology Limited 1995 2008 27 CS zeus 2 Create a list of back end nodes which will form the default pool for the virtual server see section 5 1 1 for an explanation of pools and virtual servers The nodes are identified by hostname and port and you can modify them later from the Pools gt Edit page described in section 6 2 You should ensure that you can serve content directly from
8. API provides an alternative to the web based Admin Server and is suitable if you wish to configure ZXTM from another application For example when an Intrusion Detection System detected a remote attack attempt it could use the ZXTM Control API to configure the ZXTM cluster to drop all connections from the suspect IP address A provisioning system could detect server overloading by monitoring the response times of the server nodes using ZXTM s Service Level Monitoring capability and the SNMP interface Once it had provisioned additional servers it could then inform ZXTM by reconfiguring the server pools using the ZXTM Control API The ZXTM Control API can be used by any programming language and application environment that supports SOAP services Perl Python Java and C are commonly used The ZXTM Control API is documented in a separate reference manual provided with your distribution The ZXTM Control API is not available on all versions of ZXTM 6 19 Advanced Settings A number of advanced settings are available to allow you to tune every aspect of ZXTM Both the virtual servers and pools have settings for connection management These control the connections between the remote client and ZXTM and between ZXTM and the back end nodes respectively They cover settings such as timeouts memory buffer size and protocol specific settings including HTTP keepalive parameters and FTP port ranges There is also an extensive set of global
9. If you configure a traffic IP group for front end fault tolerance ZXTM will make a number of checks to ensure that the traffic I Ps you select are sensible However you should also double check that they are appropriate for your current network configuration Common errors include selecting traffic I Ps that are used elsewhere including as permanent IPs on the traffic manager machines IPs that do not lie in the subnets used by the traffic managers or IPs that are not routable from elsewhere 7 3 3 ZXTM Drops Connection Before Protocol Begins If ZXTM cannot contact any back ends for work for a particular port it will have no choice other than to drop the connection with the client If you connect to the correct port on the ZXTM machine using telnet for instance and get a successful connection i e no 42 Zeus Technology Limited 1995 2008 7 3 4 7 3 5 Connection Refused message but the connection drops almost immediately ZXTM is trying to talk to a back end but cannot find any Check the event log on the Diagnose pages for messages about the status of the back end servers Web Server Returns Error 400 If on testing your traffic managed website you only get errors of type Error 400 Bad Reguest this may be because the website you are trying to access has not been configured to accept any other host headers or aliases In order to resolve this problem you can add a rule to set the right host header http setHeader Host
10. Importing the Virtual Appliance ESX Server 1 Unpack the Virtual Appliance package to your Windows Workstation 2 Install the VMware Virtual Machine converter available via the following link http www vmware com products converter 3 Run the converter and convert the Virtual Appliance directly to your ESX server 4 Once the procedure is complete you may start the virtual machine Note When you first start the virtual appliance you may see a message indicating that the disk adapter type used in the virtual machine differs from that used in the ESX server If you see this message please select Yes and click OK to continue Virtual Machine Message msg disk adapterMismatch The disk connected to the scsi0 0 node has been created for a BusLogic SCSI adapter but the virtual machine s scsi0 device is a LSILogic SCSI adapter VMware ESX Server can change the disk s adapter type to LSILogic Use caution if a quest operating system is installed on this disk itmay not be able to boot Do you want VMware ESX Server to change the adapter type for scsi0 0 disk i Yes i No Fig 5 Warning message regarding the disk adapter type 3 1 2 Installing the Virtual Appliance VMware Server 1 Unpack the Virtual Appliance package to your VMware Server 2 Navigate to the newly created folder 3 Double click on the ZXTM Virtual Appliance vmx file 4 The VMware Server console should open automatically and the ZXTM Virtual Appliance
11. SSL connections TrafficScript rules security policies and other content based calculations can be applied to the encrypted request while retaining full end to end security For critical high availability solutions ZXTM offers TrafficCluster redundancy This allows you to have unlimited numbers of active and standby front end servers If one of your active machines fails ZXTM automatically brings a standby server into action in the case of subsequent failure more standby servers are available to take up the load This ensures that there is no single point of failure in the system ZXTM incorporates a centralized web based administration console that monitors and manages each traffic management unit in your service infrastructure Officially supported browsers that work with the web based administration console are Firefox 2 0 Internet Explorer 6 Safari 2 lt gt Zeus Technology Limited 1995 2008 5 CS zeuss ers ee rr Cdl a tana OOO ZXTM CLUSTER i O E Content Application Transaction Backup Server Pool Server Pool Server Pool Pool Fig 1 A typical ZXTM configuration 1 2 ZXTM Product Versions Zeus Extensible Traffic Manager is available in a variety of software appliance and virtual appliance configurations All configurations share the same core ZXTM software but different versions may provide different levels of functionality depending on the enabling license key or applian
12. cluster but it doesn t appear in the list of existing clusters check your network configuration and cabling and that no firewalls exist between the virtual appliance and the cluster that might block IP broadcast packets 3 3 Upgrading ZXTM Upgrades between minor versions Upgrading between minor versions e g 4 1 to 4 1r1 is very quick and simple e Download the upgrade package from your customer page http customer zeus com e Log into the Administration interface and go to the System gt Upgrade page e Upload the upgrade package and follow the instructions Upgrading a cluster of ZXTMs The procedure for upgrading one ZXTM is the same as upgrading several However there are a few extra considerations e Upgrade each ZXTM in turn All ZXTMs in the cluster will continue to run their configured services e Once you have upgraded one ZXTM in the cluster do not make any configuration changes until you have upgraded the whole cluster Before upgrading ZXTM you may wish to back up your configuration as a precaution You can do this by clicking the System button on the Admin Server interface and then the Backup tab This allows you to store a snapshot of your current configuration which you can restore later if necessary Upgrading major versions e Download the install package from the customer page this will be called something like zxtm_appliance 4 2b1 amd64 zpkg e Copy it onto the appliance using scp from Linux
13. configure a Virtual Server object to manage connections from remote clients and a Pool object to manage connections to your local servers Once you have installed and configured your ZXTM Virtual Appliance on the network you can access the web based user interface and set up a pool and a virtual server 5 1 1 Virtual Servers Pools and Rules Content Application Transaction Backup Server Pool Server Pool Server Pool Pool Fig 16 Using rules to distribute the traffic across several pools A pool is a collection of nodes Each node corresponds to a back end server and port such as serverl mysite com 80 You can set up several pools which may have nodes in common 26 Zeus Technology Limited 1995 2008 A virtual server on a ZXTM machine processes incoming network traffic and will typically handle all the traffic for a certain protocol HTTP FTP etc It can choose from a number of pools to send traffic to according to a list of rules The traffic will then be balanced across the nodes in the selected pool A rule can do several things It can read the headers on a packet or the whole packet from this it decides whether to select a pool to send the packet to close the connection or pass the packet on to the next rule in the list Note that each virtual server must have a default pool If none of the rules makes a positive routing decision the traffic is passed to this pool 5 2 Managing your First Service 1
14. end If you only have one back end server you could run two instances of the required service on different ports on the same server machine and then manually stop one instance of the service Try to use your selected service through ZXTM For SMTP send an email through the server farm or for HTTP make a web page request If at least one back end server is available to fulfill your request it should succeed Check the ZXTM event log linked from the Diagnose pages for notification that a back end machine has failed Automatic Front End Fail Over If you have two or more traffic managers you can check that automatic front end fail over is working properly Set up a traffic IP group spanning your traffic managers and a service using this traffic IP group such as a virtual server managing web content on port 80 Check that you can request web pages from this service successfully on each of the traffic IP addresses in the group You can do this by entering the IP address rather than the DNS name in your browser so long as the web server is configured to respond to requests where the Host header contains the IP address 9 Zeus Technology Limited 1995 2008 41 zeus Now click the Services button on the ZXTM Admin Server pages Click the Traffic I P Groups tab and click Unfold All to view details of your traffic IP groups This shows you which machine has raised which IP address note that if you have more machines
15. or an sftp client such as PSFTP http www chiark greenend org uk sgtatham putty or WinSCP http winscp net eng index php e SSH onto the appliance e g using putty from the above url e Run upgrade appliance lt filename gt e Follow the instructions e Configuration is copied to the upgraded version of the appliance but to start running the new version a reboot is needed Subsequent configuration changes in the original version are not migrated to the new version e Reboot when convenient from the Ul or command line reboot 22 Zeus Technology Limited 1995 2008 3 4 Downgrading ZXTM Downgrading minor versions Should you find it necessary to cancel an upgrade it is possible to roll back ZXTM to the previous installed version To do so ssh onto the appliance using putty become root and run ZEUSHOME zxtm bin rollback Rollback Copyright C Zeus Technology 2008 This program allows you to roll back to a previously installed version of ZXTM Please note that the older ZXTM will not gain any of the configuration changes made since upgrading Do you want to continue Y N N If you choose to continue the program will list all the available versions of ZXTM Which version of ZXTM would you like to use T 350 Ae gb 3J delet 4 4 0 5 4 1 6 4 2 7 5 0 current Select a version 7 Select the version of ZXTM that you would like to switch to and press return The cu
16. pool by clicking on its name on the Pools page This takes you to the Pools gt Edit page for that pool where you can access settings including load balancing algorithms and session persistence methods Zeus Technology Limited 1995 2008 29 CS zeus 6 3 Catalogs The catalogs are central repositories of objects you can use for managing traffic The Rules catalog contains the TrafficScript or RuleBuilder rules you have created The Java extensions catalog contains a list with available Java programs that can be included within a TrafficScript rule The Monitors catalog stores the various monitors you can use to check a pool s health The various SSL catalogs contain SSL resources server and client certificates certificate authorities and certificate revocation lists The Service Protection catalog holds your preset classes of service protection settings used to filter unwanted traffic The Session Persistence catalog contains classes which manage session persistence information for client connections The Bandwidth Management catalog contains bandwidth allocations which you can use to manage bandwidth usage The Service Level Monitoring catalog contains classes that monitor node response time and conformance to agreed levels of service The Request Rate Shaping catalog contains classes that can be used to queue and rate shape requests to impose maximum request rates The Extra files catalog allows access to data files readable f
17. provides a guided introduction to the product and its capabilities by describing how to configure support for a basic traffic managed website This manual describes the functionality of and uses screen shots from Zeus Extensible Traffic Manager Virtual Appliance 5 0 lt gt Zeus Technology Limited 1995 2008 7 2 Getting Started 2 1 Prerequisites Before you begin installation you should gather the following information Host names for each of the ZXTM Virtual Appliances that you are installing IP addresses for each of the interfaces that you intend to use on each Virtual Appliance Subnet masks The subnet masks for each of the IP addresses you will be using Domain name The domain name to which your virtual appliances belong Gateway IP address The IP address of the default gateway Name server IP address The IP address of the name server that the virtual appliance s will use to resolve your internal network addresses DNS search paths If you are using DNS then this is the local part of machine host names This is commonly the same as the domain name Admin password A password for the ZXTM Administration Server Virtual Machine Import Utility If you are installing the ZXTM Virtual Appliance to an ESX server you will need to convert the Virtual Appliance image into the ESX server format This utility is free runs under Windows and can be acquired from the VMware website at http www vmwar
18. settings You can access these by clicking the System button and then the Global Settings tab They cover many aspects of ZXTM including system settings event logging and SSL caching 38 Zeus Technology Limited 1995 2008 Care should be taken when modifying these settings The default values have been chosen to give good performance on a wide range of systems and to preserve the stability and security of the software Configuring these settings incorrectly could compromise the stability and security of your system and may impact performance Zeus Technology Limited 1995 2008 39 7 Troubleshooting the operation of your ZXTM Virtual Appliance 7 7 1 1 ZXIM Diagnosis and Event Logging If you encounter any problems with ZXTM you can click the Diagnose button on any page of the Admin Server interface to view the current system status The Diagnose page is divided Into sections which will help you understand and resolve any issues you may have The Cluster Diagnosis section reports any problems ZXTM finds with your setup such as unavailable machines or bad configuration The Event Log shows the contents of the error logs on each traffic manager machine You can view logs created in a recent period of your choice The Technical Support section provides useful links to manuals and an option to download technical support data for the Zeus support team if necessary Writing Logs You can use a TrafficScri
19. should now be registered in the inventory 3 1 3 Initial IP Address When you first start the virtual appliance it will boot up and attempt to obtain an IPv4 address via DHCP If it receives no response to its DCHP requests it will configure itself with 12 Zeus Technology Limited 1995 2008 the static IP 192 168 1 101 on the 192 168 1 0 24 network In either case the IP address chosen will be displayed on the console 1 2 3 4 Note if the ZXTM Virtual Appliance could not obtain an address via DHCP and the default 192 168 1 101 address is not appropriate for your network you can alter the IP address by Engaging the ZXTM Virtual Appliance s console interface Pressing Alt F2 to switch to tty2 Logging in as admin with the default password of admin Running the zxtm set initial address command This will prompt you for an IP address and netmask Once the command terminates enter the logout command and switch back to ttyl by pressing Alt Fi You should notice that the IP address in the URL for the admin server has changed lt gt Zeus Technology Limited 1995 2008 13 CS zeus 3 1 4 Connection to the Admin Server Set the IP address of the desktop laptop you will be using to configure the virtual appliance such that it can communicate with the virtual appliance and point a web browser at the URL you recorded in the previous step This will be https lt virtual_appliance_IP gt 90
20. than traffic IPs in the group some machines will be on standby and not actively handling traffic Now select a Virtual Machine that has raised a Traffic IP Address and press the pause button in the VMware admin interface The IP address will be raised by another ZXTM in the group try browsing to the traffic IP address again and check that you can still receive content You may need to lt SHIFT gt refresh the page in your browser to ensure that it is not using cached content 7 3 Common Errors The following mistakes and error messages may be encountered when installing and configuring ZXTM 7 3 1 Connection Refused The most common configuration error for front ends is a bad DNS setup mapping the external name to the external IP addresses for your front end machines If you receive a Connection Refused message when connecting to your server through the front end DNS name it is likely that your DNS is not configured correctly To check your DNS configuration you can use the host or nslookup Commands S host www w3 org www w3 org has address 18 29 1 35 www w3 org has address 18 7 14 127 www w3 org has address 18 29 1 34 Verify that your ZXTM machines are listening on these IP addresses You can configure a virtual server to listen for traffic on these IP addresses explicitly Then the Diagnose pages will report an error if these IP addresses are not available to the ZXTM cluster 7 3 2 Inappropriate Traffic IP Addresses configured
21. 90 where lt virtual_appliance_IP gt is either 192 168 1 101 or the IP obtained via DHCP or that set by running the zxtm set initial address command You will see the first page of the initial configuration wizard Initial configuration step 1 of 7 1 Welcome to ZXTM Welcome to the Zeus Extensible Traffic Manager The following pages will guide you through the process of setting up your ZXTM appliance for basic operation This should only take a few minutes Some initial networking settings will be required please see the Quickstart Guide if you need any help Use of this appliance is subject to this End User License Agreement Next gt co i Tr Fig 6 Launching the configuration wizard Note Before you are shown this page your browser may report problems with the SSL certificate either that it cannot trust It or that the hostname in the certificate doesn t match the hostname in the URL These can safely be ignored the certificate is a self signed certificate and the hostname in the certificate may not match the URL you have used to access it particularly If you have used the virtual appliances IP address in the URL Read the End User License Agreement and click Next to continue if you agree to its terms Zeus Technology Limited 1995 2008 3 1 5 Network Configuration The first page of the initial configuration wizard asks you for the network configuration for the virtual appliance At this st
22. Server Web2 Eee LL iii SE n Configuration using ZXTM to separate a public from a private network Zeus Technology Limited 1995 2008 2 2 3 Scenario 3 Multiple ZXTM Virtual Appliances This is identical to the previous scenario except that this time there is a cluster of two ZXTMs When using a cluster in fault tolerant mode ZXTM makes use of traffic IP addresses These are additional IP addresses that are distributed across the front end network interfaces They can move from virtual appliance to virtual appliance ensuring that services continue to run even if one or more ZXTMs have failed Traffic IP addresses are managed through the web based GUI of ZXTM and are set up after the initial low level networking is complete Please see the full user guide for more information COCER BEBEEE Public sz sa aaz se re XTM iene a apes AEAT eee ni A E ES G Hl Et ile br ES p eth2 eth2 Ji Private 10 100 1 1 10 100 1 2 10 100 1 3 ez mmm zs i azaz sacs cease Wa Nameserver Switch a 10 100 1 80 10 100 1 21 Web Server Web Server Web1 fafi Web2 Fig 4 Using multiple ZXTM appliances to separate networks and provide fault tolerance Zeus Technology Limited 1995 2008 lI 3 Installation and Configuration 3 1 Initial Configuration Before you begin you should ensure that you have all the information discussed in section 2 1 Prerequisites above 3 1 1
23. age you are required to enter a hostname for the virtual appliance and the IP address of the virtual appliance and you may also configure the other network interfaces and default gateway address An explanation of each of the fields is given below Initial configuration step 2 of 7 2 Networking Please provide the basic network configuration for this appliance The configuration may be changed at a later date using the user interface The hostname that this appliance will be known by This can be provided as hostname or hostname domainname Hostname Grease Please enter an address and netmask for at least one network card Interface IP address Netmask etho KK KKK eth1 EK oO O The gateway IP address for this applance Gateway m E Back Next gt Fig 7 Configuring the IP addresses and hostname for the network Hostname The hostname of the virtual machine which may be given in either the simple or fully qualified forms e g zxtml example com or simply zxtm1 If you will be running a cluster of ZXTM virtual appliances and are using DNS servers for name resolution you must make sure that the name you choose is resolvable from your name servers IP address An IP address in dotted quad notation e g 192 168 1 101 During IP the initial configuration only IPv4 addresses can be assigned IPv6 can be configured later in the Networking page Netmask The netmask for the associated IP addre
24. an impose per second and per minute rates on these events Request Rate Limits are most commonly used in TrafficScript request rules to shape the rate at which requests are processed They may be used in response rules if desired and they can be used to restrict other events but this is not a common requirement Request Rate Shaping is not available on all versions of ZXTM 6 16 Bandwidth Management Bandwidth management allows ZXTM to limit the bandwidth used by a Virtual Server or by various types of request For example you may wish to restrict the bandwidth used by the downloads part of a web site to a small proportion of your total available bandwidth Bandwidth management may not be supported on all ZXTM supported operating systems Additionally some versions of ZXTM may not provide this feature it can be obtained as an upgrade option if required ZXTM s bandwidth management features are provided via classes in the Catalog You may add more than one Bandwidth Management Class each with its own limits The choice of Bandwidth Management Class can be made through a TrafficScript rule providing greater flexibility for situations where it is helpful to distinguish between requests to the same Virtual Server For example ZXTM s Bandwidth Management System can be used to apply different limits for CGI requests than for image requests You can use bandwidth management to control bandwidth usage when forwarding responses to th
25. an upgrade option if required 6 14 Content Compression ZXTM can compress web content before sending it to the remote client This can reduce your bandwidth usage and speed up the delivery of large web pages to clients with slow connections Some web servers are also able to compress content so it may be more efficient to spread this work across your web servers instead of using ZXTM Enabling compression on both Should not cause any problems If you offer large files for download from your site it may be sensible to pre compress them rather than have a server do this each time they are requested ZXTM can be configured to only compress certain file types by default it only compresses HTML and plain text documents 36 Zeus Technology Limited 1995 2008 Content compression is handled by a virtual server and can be accessed via the Virtual Servers gt Edit page 6 15 Request Rate Shaping Individual users may dominate the use of a service to the detriment of other users of the service A back end application infrastructure may have limited scalability being easily overwhelmed when too many requests are given to it You may wish to restrict the rate at which certain activities can occur such as sending an email or logging in to a service as part of a wider security policy Request Rate Shaping allows you to specify limits on a wide range of events with very fine grained control over how events are identified You c
26. and raise these IP addresses and constantly monitor each other Some versions of the ZXTM software only support a limited cluster size just a pair of ZXTMs for example Larger cluster sizes can be supported by upgrading the software features If any machine should fail the other machines in the cluster detect this and one of them raises the IP address that was lost They continue to monitor the failed machine so that when it recovers it is automatically brought back into use 32 Zeus Technology Limited 1995 2008 6 6 2 6 7 You can set up traffic IP groups by clicking the Services button Go to the Traffic Managers tab and click the Configure Traffic I P Groups link Back End Fault Tolerance Organizing your back end servers into pools gives automatic back end fault tolerance If any machine in a pool should fail ZXTM s monitors detect this and stop sending requests to that node Traffic is distributed among the other nodes so that your service continues without interruption When the failed node recovers it is brought back into service slowly until ZXTM is satisfied that it can be relied upon You can associate a pool with a failure pool In the event that every node in your pool should fail traffic will be diverted to this failure pool In addition ZXTM offers the option of priority lists Within a pool you can arrange your nodes in order of priority and state the minimum number of nodes which must always be ava
27. ce virtual appliance platform This manual may describe features and capabilities that are not present in the version of the product you are using e TrafficScript is not enabled in the entry level ZXTM Load Balancer ZXTM LB Virtual Appliance Simple traffic management rules can be created using the RuleBuilder e The ZXTM Control API is not available in the entry level ZXTM LB Virtual Appliance e The ZXTM LB Virtual Appliance can only be clustered in Active Active or Active Passive mode Larger TrafficClusters are not possible e Content Caching Service Level Monitoring Bandwidth Management and Request Rate Shaping are optional product capabilities and may not be enabled in your particular configuration e IP Transparency and Bandwidth Management are supported on all ZXTM Virtual Appliances 6 Zeus Technology Limited 1995 2008 1 2 1 Your product version specifications will describe which capabilities are enabled in your virtual appliance ZXTM Software If you are installing ZXTM software on your own server hardware you should refer to the ZXTM Software Getting Started Guide rather than this document 1 2 2 ZXTM Appliance I 3 If you are deploying a ZXTM Appliance physical you should refer to the ZXTM Appliance Getting Started Guide rather than this document Introducing This Manual This manual introduces the basic concepts to help you understand and use ZXTM effectively It highlights key features and
28. chnology Limited 1995 2008 35 CS zeus 6 12 Service Protection A service protection class is a group of settings you specify to protect your service against malicious attacks such as Denial of Service DoS and Distributed Denial of Service DDoS You can create a service protection class in the Service Protection Catalog and configure settings such as the following e Lists of banned and trusted IP addresses Connections from these IPs are never allowed and always allowed respectively e Limits on the number of connections from one machine or a group of machines e A limit on the connection rate from any one IP address e Restrictions on HTTP requests such as whether they should be strictly RFC2396 compliant You can apply a service protection class to a virtual server using the appropriate Virtual Servers gt Edit page 6 13 Content Caching Content Caching is performed by an HTTP virtual server The virtual server stores common responses in a web cache and replies to common requests by serving the response directly from the web cache This has the effect of reducing the number of connections that ZXTM forwards to your back end server nodes this reducing the load on these servers Content caching is handled by HTTP virtual servers and can be accessed via the Virtual Servers gt Edit page Content Caching is an optional ZXTM capability Some versions of ZXTM may not provide this feature it can be obtained as
29. e com products vmimporter Please note that I Pv6 is only supported if you use ZXTM Virtual Appliance on ESX server 3 5 or higher In addition to the above you will need to obtain your ZXTM License Key using the details already supplied to you by email If for any reason you do not have a license key for each virtual appliance please contact your supplier quoting your company name and your contact details name email and telephone Zeus Technology Limited 1995 2008 2 2 Network Configurations 2 2 1 There are several ways in which ZXTM Virtual Appliances can be deployed in your network Here three different scenarios are shown starting from a basic network layout and then showing how a ZXTM Virtual Appliance can be configured as a secure gateway between your public network and private internal servers and finally showing the use of multiple ZXTM Virtual Appliances for high availability Scenario l Simple network This example network setup demonstrates how a single ZXTM Virtual Appliance can be placed Into an existing network to handle traffic for a web site In this single network setup the ZXTM traffic IPS and the back end nodes the web servers are all running on a publicly addressable network represented with xx xx xx in the diagram with a netmask of 255 255 255 0 In the example below the ZXTM Virtual Appliance has been configured so that it is using a single network port IP xx xx xx 3 for receivin
30. e remote clients and when forwarding requests to local or remote servers If you have a cluster of more than one Traffic Manager the Bandwidth Management System takes this into account You do not need to make adjustments when new servers are being added as this is done automatically It is configured via Bandwidth classes in the catalog and assigned to a connection via the Assigned Classes section in the Virtual Server gt Edit pages lt gt Zeus Technology Limited 1995 2008 37 zeus 6 17 Service Level Monitoring 6 18 ZXTM Control API Using Service Level Monitoring ZXTM can measure and react to changes in response times for your Nodes by comparing response times to a conformance value You can chart response times and other related information and configure ZXTM to issue alerts or log when response times fall below the conformance value ZXTM also has the ability to dynamically adjust the resources available based on response times using TrafficScript rules The Service Level monitoring functionality is not available on all versions of ZXTM If required it can be obtained as an upgrade option It is configured via Service Level Monitoring classes in the catalog and assigned to a connection via the Assigned Classes section in the Virtual Server gt Edit pages ZXTM s Control API is a standard conformant SOAP based API that can be used to remotely administer and configure a ZXTM cluster The Control
31. e source and destination to the type of data and actual content of the traffic This makes it possible to extend the product using rules customized to your own business requirements A powerful feature of the TrafficScript language is that it incorporates XML support for XPath XSLT and schema validation XML is used by SOAP based protocols such as web services and enables complex data to be exchanged and understood automatically between client applications and servers You can create new rules in the Catalogs section either by writing them explicitly in TrafficScript or by using the RuleBuilder You can then apply rules to a virtual server from the Virtual Servers gt Edit page The TrafficScript language is documented in a separate reference manual provided with your distribution lt gt Zeus Technology Limited 1995 2008 3I zeus 6 5 SSL SSL Secure Sockets Layer is a protocol used to send traffic securely over the Internet Traffic is encrypted using a key agreed between the server and client machines You can set a virtual server to decrypt SSL encrypted traffic as it comes into ZXTM This can be useful for two reasons e After decryption a rule can analyze the contents of a packet and make an intelligent decision about its destination e It may be an advantage to move the processing overhead of decryption away from your back end servers SSL connections can be used to restrict access to your services I
32. ession Persistence classes in the catalog and assigned to a connection via the Session Persistence section in the Pools gt Edit pages A pool serving static web content usually has no requirement for session persistence each page or image for a particular client can be served from a different machine with no ill effects Another pool serving an online shopping site may use session persistence to ensure that a user s requests are always directed to the server holding details of their shopping basket ZXTM offers several methods to identify requests which belong to the same session A variety of different cookies can be used persistence can be based on a rule or the clients IP address can be used to Identify sessions If traffic is SSL encrypted the SSL session ID can be used Connections from different virtual servers can use the same session persistence class This allows you to share session persistence data between virtual servers for example between HTTP and HTTPS versions of the same website Session persistence data is shared between ZXTM machines in a cluster so if one machine fails the session persistence maps are not lost You can choose what to do if a persistent session is lost This might be due to invalid session data or because the node handling it has failed In this case you can choose to have the session redirected to a new node or redirect the user to a specified URL such as an error page lt gt Zeus Te
33. etting up pools of servers or manually enter the hostname to IP mappings which can be done from the main ZXTM administration interface in the DNS section of the Networking page in the System part of the Admin Server once you ve completed the initial installation wizard Initial configuration step 3 of 7 3 DNS Search Domain Settings Please provide the DNS and Search Domain configuration for this appliance DNS settings are optional However without access to a Name Server 2XTM will be unable to automatically convert hostnames to IP addresses The Name Server s that the appliance will use Please provide a space separated list of Name Servers IP addresses NameServer 9 S The default domain name used when looking up unqualified hostnames in the DNS Search Domain Back Next gt Fig 8 Configuring the Domain Name Servers names Date and Time Settings Use this page to set your time zone and the date and time Setting this correctly will ensure that any logs generated by ZXTM have the correct timestamps It is recommended that you configure your virtual appliances to use NTP to synchronize their clocks You can do this from the Time page in the System part of the Admin Server once you have completed the initial configuration wizard Zeus Technology Limited 1995 2008 Initial configuration step 4 of 7 4 Date and Time Settings Please specify the time settings for this appliance Time Z
34. f you only want to allow selected people to access a service such as a company intranet you can require that clients hold a certificate identifying themselves After authentication data transfer is encrypted protecting confidential information from potential eavesdroppers If you decrypt traffic in order to apply rules you may wish to re encrypt it before sending it on to the back ends Re encryption is handled by the pools Within the catalogs you can set up both server and client SSL certificates as well as certificate authority and certificate revocation list files You can apply SSL decryption to a virtual server via the Virtual Servers gt Edit page and SSL re encryption via the Pools gt Edit page for the appropriate pool 6 6 Fault Tolerance 6 6 1 ZXTM can be set up so that there is no single point of failure in your system This means that if any one machine should fail your services will be unaffected With a clustered install of at least two traffic managers and at least two back end servers any machine s failure can be detected by ZXTM Requests are diverted to the healthy machines in the cluster until the failed machine recovers Front End Fault Tolerance Traffic IP Groups ZXTM machines can be deployed in a fault tolerant cluster of any size You can set up a traffic IP group which contains the IP addresses you use to host your services and spans your ZXTM machines The traffic managers negotiate to share out
35. g reconfigured with the settings that you have provided Please make a note of the new Administration Server location C https 10 100 241 2 9090 It can take up to a minute for the network to adjust to the new settings so the new Administration Server may not be available immediately You can log in with username admin and the password that you chase Fig 13 Confirming the configuration is finished When you click on the link you should be shown the login page of the ZXTM Admin Server You can log into this using the username admin and the password you chose above ZXTM Login 7XTM Administration Server Welcome to the Zeus Extensible Traffic Manager administration server Software version ZXTM 4 1r1 Use of this software is subject to this End User License Agreement Login to zxtm Enter a username and password to access the zxtm ZXTM admin user interface usemames Fig 14 First login to ZXTM 20 Zeus Technology Limited 1995 2008 3 2 Cluster Creation If you are deploying two or more ZXTM Virtual Appliances in a cluster you should first perform the initial configuration for each virtual appliance as described above Then before making any other changes you should join the virtual appliances together to form a cluster by following the procedure below Log into the admin server on one of the virtual appliances and select the Join a cluster wizard from the drop down box next to the Help icon
36. g work traffic Before ZXTM was in place clients connecting to the website www example com would be sent via the gateway to one of the web servers e g XX XX XX 20 Once ZXTM is installed the DNS can be changed so that www example com now gets directed to xXx xx xx 50 and ZXTM receives the web page requests Fiiil il Seeeeel Seeoway exe Web Server Webl A inai Switch Web Server Web2 Litt ZEEE ZXTM Fig 2 Configuration using a single port to receive all the network traffic Zeus Technology Limited 1995 2008 9 CS zeus 2 2 2 Scenario 2 Public Private networks This configuration splits the layout into public and private networks This offers greater security because the private network hides the internal back end services from the outside world Access is only permitted through ZXTM Using more virtual appliance network interfaces also gives higher performance as there is greater bandwidth capacity The example shows the gateway and ZXTMs front end eth1 interface being configured with publicly routable IP addresses the xx xx xx network netmask 255 255 255 0 The back end interface eth2 is configured to be on the internal network 10 100 netmask 255 255 0 0 Web Server Webl Fig 3 Ti aes ee j A Internet 4 AG f i Switch Ailil Aill _ Private Gw 10 100 1 1 10 100 1 2 z Nameserver Switch i Web
37. ilable You can arrange priority groups so that at least this many nodes are always active but specified servers are kept in reserve in case the active nodes should fail Failure pools and priority lists are configured via the Pools gt Edit page Monitors are described in section 6 9 IP Transparency ZXTM functions as an application proxy This means that ZXTM does not forward individual network packets from a remote client to a back end server node Instead ZXTM manages the request from the client reading it from the network and processing it internally Typically ZXTM then connects to one of the server nodes which may reside on a local or remote network and writes the request to that server ZXTM receives the server s response and forwards the response back to the client With this architecture the back end server views the client s request as originating from the ZXTM machine not from the remote client This can be a disadvantage if the back end server performs access control based on the client s IP address or if the server wishes to log the remote IP address This can often be worked around by performing the access control or logging functions on the ZXTM itself or by making use of the X Cluster Client lp header that ZXTM inserts into every HTTP connection to identify the clients IP address In situations where these workarounds are not appropriate ZXTM can arrange that the server side connection appears to originate from
38. ines involved the current state of the connection and the number of bytes received and sent If you want to remove a node from a pool perhaps for maintenance or upgrade you can set it to drain its connections see section 6 8 Within the Activity pages you can monitor a draining node and see when its current active connections have expired and it can safely be removed Health Monitoring If ZXTM sends a request to a node and receives no response it assumes that node has failed It stops sending it requests and balances traffic across the remainder of the pool By performing periodic tests on each node the traffic manager can detect failures immediately before any external requests are affected It performs these tests using a monitor attached to the pool The monitors are held in the Monitors Catalog and can be applied to any pool Each performs a specific test These range from simple tests such as pinging each node to more sophisticated tests which check that the appropriate port is open and the node is able to serve specified data such as your home page Monitors fall into two categories per node and pool wide A per node monitor tests the health of each node in the pool A pool wide monitor performs tests on one machine which influences the health of the entire pool For example a mail server pool might keep its data on an NFS server which each back end server accesses A pool wide monitor could test this server If it fails n
39. k ends and send a test email repeat for each front end 40 Zeus Technology Limited 1995 2008 7 2 1 For HTTP use a web browser or other client software to connect directly to your web server and to connect through the traffic manager You may need to reconfigure your website or ensure that the correct host header is delivered to the back end web server The program httpclient included with the ZXTM distribution can be used to issue HTTP requests to particular machines You can find it at ZEUSHOME admin bin httpclient Use the following syntax httpclient hostheader lt website_name gt http lt trafficIP gt For some protocols you can perform initial tests using a telnet client to perform a basic test on the service S telnet www mysite com 80 Trying C252 945209 20 Ca ms Connected to 62 254 209 66 GET HTTP 1 1 lt RETURN gt Host www mysite com lt RETURN gt lt RETURN gt Checking Automatic Fail Over Automatic Back End Fail Over To check ZXTM s automatic fail over of back ends you will need at least two back end servers configured or there will be no machines for ZXTM to fall back on You can test fail over by pulling out the network cable on one of the back end machines or by pressing the pause button in the VMware admin console if your backend is also a Virtual Machine or you can manually stop the service running on the back end Verify that nothing is then listening on that port on the back
40. n Server 14 Date and Time settings 16 DNS settings 16 Downgrading ZXTM 23 Expanding the log file partition 25 Factory defaults 24 Fail over of backends 41 Forgotten admin password 24 Global settings 38 Importing the Virtual Appliance 12 Initial configuration 12 Initial IP address 12 Installation prerrequisites 8 Installation Summary 19 IP transparency 33 License key 18 Network configuration Multiple ZXTM Virtual Appliances 11 Public and private networks 10 Simple network 9 Network configurations 9 Service Level Monitoring 38 SSH 24 SSL Overview 32 TrafficScript availability 31 Upgrading ZXTM 22 Upgrading ZXTM 22 Use of the wizard to create as service 27 Virtual Appliance log partition 25 Virtual Servers Overview 29 ZEUSHOME directory 24 ZXTM Available catalogs 30 Installation directory 24 Network configurations 9 Overview 5 Product versions 6 46 Zeus Technology Limited 1995 2008 Ca Zeus Technology Limited 1995 2008 47
41. nicaceseapencroacmdse er r EN EEEE 18 3 19 License Ke Cy coccscanaencececaostamnndaotsacte oucauteaseernecaceenearsaaenaatanosoaees 18 SA LO SUMMA y aa E E E EE EE E oeaen send VSE 19 A alk E a E T E A E E T O E E E E tetek ne tet 20 3 2 Cl st r CreatION s saxecomanetcecka see cat aana RE a AEE 21 3 3 Upgrading ZA MM ssrigurni heeii ai eE aE edion 22 3 4 GOW MORE GING ZA TN ersan ten E trae ee E EE EEE 23 Useful System Informati s gsz szsk sn ssz sussz t naa aaa 24 4 1 SS p eee ti es eee oe ee E T zt E E TE T 24 4 2 ZXTM Installation Directory ZEUSHOME 2 2 sss 24 4 3 SZET Gel QUES s see tttt t ny tt E En eiioasca te nea asoncsenc 24 4 4 THE ABGMIN PASSW lt siacscitoresetousiadmenatinesciandiemesdeestiearey EE EEE v ge aaia 24 4 5 Expanding the log file Partition sssesssrssrsrssrrrrerrerrererrrrrsrrrrsrrsrrrree 25 24 ad VMWare S8 VET siicettnctarceanmaccadunsyesn oudenaecdubaasansnantedeauensacoetecabes 25 Be ESA OONO seeria E E E EA EE E 25 4 5 3 The Virtual Appliance log partition ssssesserssrrrrsrrsrrrrerrerrene 25 Basi CONTIQGUFATION sisszz ggs szs k g szsgk s gs k szs g s sk z s s g sek ety s g dse s 26 Jl ZAIM CONCEDES garatedveknr s tttrb ez n Aa EE a 26 5 1 1 Virtual Servers Pools and RUIES ccc e cece eee eeeeeeenenas 26 5 2 Managing your First Service sssssssrssrrrrsrrsrrrrerrerrererrsrrerrrrsrrsrrrree 27 Features OF ZX TMc san ceewe
42. nnnnnnnnnn 45 Zeus Technology Limited 1995 2008 Overview Introducing the ZXTM product family Zeus Extensible Traffic Manager is a high availability application centric traffic management and load balancing product It provides control intelligence security and resilience for all your application traffic ZXTM is intended for organizations hosting valuable business critical services such as TCP and UDP based services like HTTP web and media delivery and XML based services such as Web Services ZXTM s unique process architecture ensures it can handle large volumes of network traffic efficiently Its TrafficCluster scalability allows you to add more front end traffic managers or back end servers to your cluster as the need arises The cluster size is unlimited and the performance of ZXTM grows in line with the performance of the hardware Zeus Extensible Traffic Manager is a highly capable solution which can also be adapted and extended as new requirements arise Using the TrafficScript language you can write sophisticated tailored traffic management rules to inspect transform manage and route requests and responses TrafficScript rules can manage connections in any TCP or UDP based protocol ZXTM is secure out of the box and is hardened against intrusion and denial of service DoS attacks It incorporates the fastest and strongest SSL encryption technologies and can efficiently decrypt and encrypt large numbers of
43. one merica Los Angeles Date 24 October Gw 2006 Time 13 J 07 z Back Next gt Fig 9 Configuring the date and time settings C Zeus Technology Limited 1995 2008 17 3 1 8 Admin Password You will be asked to set the password for the admin user This is the password you will use when logging in to the virtual appliance via the GUI and if you ever need to log in to the virtual appliance via SSH with the username admin Initial configuration step 5 of 7 5 Admin Password ZXTM creates a master admin user that you can use to log in to the Administration Server and ssh console Please choose a password for this user Enter Password Confirm Password lt Back Fig 10 Giving a password for the Admin 3 1 9 License Key ZXTM Virtual Appliances are enabled by license key You should have been sent the key for each of your virtual appliances by email If for some reason these have not arrived please contact your account manager You can choose either to upload the license key now or to upload it later once youve completed the initial configuration wizard Initial configuration step 6 of 7 6 License Key To use ZXTM you will need a valid license key You can either upload a license key now or skip this step and install the key later Upload a license key Key file es Ce Fig 11 Uploading the license key Zeus Technology Limited 1995 2008
44. one of the back ends can retrieve the data so the whole pool is deemed to have failed You can extend ZXIM by writing custom monitors These can be written in any programming language and after performing your tests can report back to ZXTM whether a node or pool is healthy 34 Zeus Technology Limited 1995 2008 6 10 Load Balancing When reguests are assigned to a pool that pool distributes them across its nodes You can choose one of a variety of load balancing algorithms to achieve this via the Pools 5 Edit page The algorithms available range from the simple such as Round Robin which directs requests to each node in turn to the highly sophisticated The Perceptive algorithm monitors the load and response times of each node and predicts the best distribution of traffic This optimizes response times and ensures that no single server is overloaded In most cases with heavy traffic loads this algorithm will give the best performance The more sophisticated algorithms Perceptive Least Connections and Fastest Response Time take account of web server caching The back ends cache the pages they have most recently served If another request comes in for the same page ZXTM allows for the added efficiency in sending this request to a back end which recently handled it 6 1 Session Persistence Session persistence is used to send all requests from the same client session to the same back end server It is configured via S
45. pt rule to log information about the packets coming into your virtual server TrafficScript functions can retrieve information about every part of a request Functions such aS http getHeader and http cookie give information about HTTP requests functions such aS ssl getSessionID provide details about SSL traffic For other protocols you can use the connection getData function to return a specified number of bytes of a request You can use the log info function to write details of the incoming requests to ZXTM s log files to pinpoint any problems that are occurring with incoming traffic See the TrafficScript manual for details of these functions You should take care when logging such information if you do this for every incoming request the log file will grow very rapidly 7 2 Checking Basic Operation Ensure that each of your back end machines is operating correctly You should check that you can use the services they are hosting directly and that you can access these services through the front end traffic manager The mechanism for doing this will entirely depend upon the protocols you are using and your network configuration First check any log files that are created by your back end services to ensure that accesses are recorded as you expect and no unexpected errors are logged Then try to access your back end services directly and through ZXTM For example for SMTP set up an email client to send mail to each of your bac
46. rom TrafficScript rules and error files as well You can edit each of these from the Catalogs page and later apply them to a virtual server or a pool If you edit an item in the catalog the changes will be propagated to every service which uses it making it easy to keep your configuration up to date 30 Zeus Technology Limited 1995 2008 6 4 TrafficScript and the RuleBuilder ZXTM includes a sophisticated system of traffic management rules These are created using a scripting language called TrafficScript Traffic management rules can e Enable ZXTM to make intelligent routing decisions e Modify incoming requests and outgoing responses e Enable different Traffic Management logic enabling different ZXTM features to process each request individually TrafficScript functions like a typical scripting language Perl Basic etc and some programming experience is necessary to take full advantage of its capabilities ZXTM also includes a Ul based tool the RuleBuilder to simplify the creation of TrafficScript rules Simple TrafficScript rules such as routing requests based on the type of the resource requested can be constructed with the RuleBuilder without requiring any programming experience TrafficScript rules and XML processing are not available on all versions of the ZXTM software They can be obtained as an upgrade option if required ZXTM is able to examine all aspects of the incoming and outgoing data from th
47. rrent version of ZXTM will be stopped and the selected version will be started If you wish to cancel the rollback run the program again and pick the new version of ZXTM to switch to There is no need to re install the new version of ZXTM Downgrading major versions Only one previous major version is preserved and you can downgrade using the boot menu e Reboot the appliance from the console recovery console on windows Alt F2 Login reboot e When the appliance reboots press Escape when you see GRUB loading please wait Press ESC to enther the menu e Then select the appropriate version e The selected version will be remembered across reboots so to upgrade either re install or go to the grub menu again and select the new version Zeus Technology Limited 1995 2008 23 4 Useful System Information 4 1 SSH You will normally administer the Virtual Appliance through the web based GUI However you can also access the Virtual Appliance through the command line interface to access files stored on the system To do this you can log into the virtual appliance using an SSH client as the admin user or any other user in the admin group 4 2 ZXTM Installation Directory 6ZEUSHOME The ZXTM installation directory referred to throughout the ZXTM documentation as SZEUSHOME IS opt zeus 4 3 Factory defaults If you would like to completely reset the virtual appliance back to its un configured sta
48. sions sssrssrinissssesiarrsrinrn reris nn kek btk KKE KK KEKE KEKE 6 l2 ZAIM SONWI O aunk piar E a rE 7 1 24 ZATIM ADPIC iaai zt s E EE EE E ANA 7 1 3 introducing TNS MGNUGl cssicecsarsnreshonenetecanytedessdedetaradetscendumeexendeeaaddans 7 Getting Started sisisiiccdevecsscivesesstwsctasewcadueeswraans aa g s sk k 8 2 1 PreregulS ES ncacethccetscues orduegenstdancanceeteswetcaensedsuiwavasoeesvaeciataneas hoseenve 8 2 2 Network Configurations s szz d sse zktestt tsrzk z sz t bse nk A 9 2 2 1 Scenariol Simple Network ccc e eens eeeeeeeeeenenanas 9 2 2 2 Scenario 2 Public Private NEtWOFkS cece cece cece ee eeeeeeeeens 10 2 2 3 Scenario 3 Multiple ZXTM Virtual Appliances 11 Installation and Configuration cccccccceesessceceeeeeeessnneeesseeeeeeeeeessaaaaeeseneeees 12 3 1 Initial Connora cee accasesgsameavrnanqacsersanendsnaetectaseraaverasenasseanancanee 12 3 1 1 Importing the Virtual Appliance ESX Server 12 3 1 2 Installing the Virtual Appliance VMware Server 12 L3 Mitol MP AG ONS S iiie eaa aE eia seen Geaa eid 12 3 1 4 Connection to the Admin Serv r ssssesssrsrssrsrrerrerrrrerrrrrrrere 14 3 1 5 Network Configuration s sssssssssresrrrrsrssrrrrrrrsrrrrerrrrrsrrerene 15 Bins DPN o UN aa E r E E E 16 3 17 Date and ime SCUINGS ssekesisv sssess kezesek d roer tinerii E anrai 16 Secs Admin PASSWOrO icasc
49. ss e g 255 255 255 0 Gateway The IP address of the default gateway This IP address is also used for network connectivity tests by ZXTM Your gateway machine should respond to ping requests by ZXTM If it does not then ZXTM will need to be configured with an additional machine to ping instead If you need to configure a different address to ping this can be set up through the web based ZXTM interface later For optimum performance we recommend that you use virtual switches which are assigned to separate physical devices for front and back end traffic that is for traffic to ZXTM from remote clients and for traffic between ZXTM and the servers that it is load balancing lt gt Zeus Technology Limited 1995 2008 15 3 1 7 You may find Chapter 2 Network Layouts of the ZXTM User Manual helpful in planning your network The website http knowledgehub zeus com docs contains this document plus many other helpful articles about configuring ZXTM DNS Settings On the third page you can optionally configure the IP addresses of name servers to use for DNS resolution and the DNS search domain Providing one or more name servers will allow you to use your servers hostnames instead of IP addresses when configuring pools and is the recommended method of operation Your ZXTM Virtual Appliance will work correctly without access to external name servers but you will then have to use IP addresses instead of hostnames when s
50. te then you can type the following command Please be aware that this will delete your entire existing configuration including the network configuration reset_to_factory_defaults Once the virtual appliance has been reset you should follow the instructions in Section 3 1 3 to reconfigure it 4 4 The admin password If you forget the admin password you can reset it using the following procedure L 2 Select the ZXTM Virtual Appliance from the inventory panel Select the Console tab from the information panel Click the reset button in the toolbar Engage the console by clicking in the console window Press ESCAPE when you see the following prompt GRUB loading please wait Press ESC to enter menu Select Recovery mode from the boot menu and hit RETURN At the prompt type reset_password and hit RETURN Follow the instructions to change the password you will be asked to enter a new admin password twice 24 Zeus Technology Limited 1995 2008 9 Type reboot and hit RETURN The virtual appliance will reboot and you will be able to log in to the GUI using the new admin password Note If your virtual appliance is a member of a cluster you should then visit the Diagnose section of the Admin Server which will report a configuration conflict Use the Diagnose page to push the new admin password to the other virtual appliances in the cluster 4 5 Expanding the log file partition If you find that yo
51. the clients remote IP address This capability is known as IP transparency 6 8 Draining Connections You may occasionally wish to remove one of your back end servers from the system This could be permanent or a temporary measure to allow for maintenance or upgrade If you simply disconnect or power down the server ZXTM will detect this and stop sending it new requests However any existing connections will be lost lt gt Zeus Technology Limited 1995 2008 33 zeus Instead you can choose to drain the node either via the Pools gt Edit pages or using the Drain a Node wizard This stops ZXTM from sending it new connections other than those in sessions already established with the node When all existing connections and sessions have expired you can safely remove the node 6 9 Monitoring 6 9 1 6 9 2 Performance Monitoring The Activity section of the Admin Server interface contains several real time and historical traffic monitoring tools These allow you to keep track of the current and past activity on your system Graphs show the current and historical traffic flow on the system You can choose from a range of statistics to display including bandwidth and number of connections and split the data by virtual server or by pool Historical data can be shown for up to the past 30 days You can also view details about the connections your system is handling These details include the addresses of the mach
52. the hostname port combinations you specify https 10 100 6 65 9090 Manage a new Service step 3 of 4 Mozilla Firefox Manage a new Service step 3 of 4 3 Specify the back end nodes Please enter the hostname and port of each node Hostname Port Nodes www mysite com 80 www mysite com 80 www mysite com 80 To remove a node form the list select it and press Remove node a Fig 18 Creating a virtual server with a given protocol and port number associated to it 3 Finally review the settings you have chosen before clicking Finish 4 You can now test your ZXTM setup by browsing to it using the port you set up for your new service http zxtm_machine_name port Or http 7 zxktm_ip address port To verify that ZXTM has managed the traffic click the Activity button on the Admin Server and select the Connections tab This will give you a list of connections that ZXTM has recently managed 28 Zeus Technology Limited 1995 2008 6 Features of ZXIM This chapter provides an overview of the main features of ZXTM Most of these features can be configured in one of three locations on the UI the Virtual Servers gt Edit pages the Pools gt Edit pages or the Catalogs Each of these is described below Virtual Servers A virtual server receives traffic from the Internet and assigns it to a pool of back end servers The choice of pool is influenced by any rules the virtual server is
53. u need more space for your log files you can expand the virtual disk and then resize the file system from the virtual appliance s command line Note Before you start please ensure that you have 1 Performed a backup of your ZXTM configuration and log files 2 Stopped the virtual appliance 4 5 1 WMware Server 1 On the command line of the VMware Server change to the directory containing the virtual disk file vmdk for your Virtual Appliance 2 Use the vmware vdiskmanager command to expand the disk vmware vdiskmanager x 6Gb c Virtual Appliance Name gt vmdk 4 5 2 ESX Server 1 On the command line of the ESX Server change to the directory containing the virtual disk file vmdk for your Virtual Appliance 2 Use the vmkfstools command to expand the disk vmkfstools X 6g lt Virtual Appliance Name gt vmdk 4 5 3 The Virtual Appliance log partition 1 Start the Virtual Appliance 2 Engage the virtual appliance s console interface or connect using SSH 3 Use the zxtm expand logs partition command to resize the logs partition zxtm expand logs partition Zeus Technology Limited 1995 2008 25 5 Basic Configuration 5 1 ZXTM Concepts ZXTM receives traffic from the Internet makes decisions based on its source destination and content and chooses a group of back end servers to assign it to Traffic is balanced across this group according to the network resources In a ZXTM system you
54. using Setting up a basic pool and virtual server is described in section 5 2 In the Configuration section of the Admin Server interface you can modify the settings for an existing virtual server or set up a new one Click the Services button in the top menu bar of any page and go to the Virtual Servers tab The page lists the virtual servers you have set up You can create a new virtual server here by entering its name protocol port and default pool Requests are assigned to the default pool unless a rule dictates a different pool or action To edit the settings for an existing virtual server click on its name on the Virtual Servers page This takes you to the Virtual Servers gt Edit page for that virtual server From here you can access a wide range of settings and apply rules and SSL decryption 6 2 Pools A pool is a logical group of back end nodes across which ZXTM distributes traffic Pools can also be configured and created from the Configuration section of the Admin Server interface Click the Services button in the top menu bar and then click the Pools tab A list of the pools you have set up is shown Initial setup is described in section 5 2 To create a new pool enter its name and a list of nodes Each node should be in the form serverl mysite com 80 where 80 is the port server1 is listening on The list of nodes Should be separated by spaces sl mysite com 80 s2 mysite com 8080 s3 mysite com 80 You can edit a
55. ustsniineaswierewstendenieceiieanntieneads 29 6 1 MPa SON VMS a s t t a r E A E 29 6 2 POO aera E E E E E E E EE E 29 6 3 CALO eorne eee E EAEE E EE EE E EEE E E AE EEA A 30 lt gt Zeus Technology Limited 1995 2008 6 6 Fault Tolerance kn device cx cocvidicedwverducndbedsddactiedetnerke niviebedsintateantcavatewsedws 32 6 6 1 Front End Fault Tolerance Traffic IP Groups 32 6 6 2 Back End Fault Tolerance ccccccc cece eee k eeeres 33 6 7 PS as eE a E E E E E EE T PETT 33 6 8 Draining COnnectONS eesriie einna aE E E a EA 33 6 9 MOR OU O n E A E OS ME Ke stance ose 34 6 9 1 Performance Monitoring cece eee eee ee eeeeeeeeeeeeeeeneees 34 6 9 2 Healtm IVOTT MEN s cnncccececnineanan tals sidetniener aaa 34 6 10 Load B l ncih reena E saacenen emcee seesesstorscsechsvadeddess 35 6 11 SESSION Persistence ccccccccce eee e eee e eee e ee eee ee ee ee ee eee eee eeseses EEE bene EES 35 6 12 SOCrvice ProvecriOn ccrccssncwacnssdaccocsautagateneegs comamubeseosnadaaneaieusetiendiaatunnes 36 Ods COnN CACR cian ence ssceetnanesese E EE E EE EGEA 36 6 14 C ri tent COMPNESS Ox ssccccstnacoetseutvacdameevecnaeatiacadetetetadetientessorevemueads 36 6 15 Request Rate SNAPING ccce cece eee e cece eee eee eee ee eee ee eeeeeeeeeeeneeeneees 37 6 16 Bandwidth Management sssss oszze kere kek eket ekes 37 6 17 Service Level Monitoring
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