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© 2016
IaaS Configuration
Private Cloud IaaS Deployment Setup for VNS3
2016
© 2016
Table of Contents
2
Requirements 3
Remote Support Operations 12
IaaS Deployment Setup 13
VNS3 Configuration Document Links 19
© 2016
Requirements
3
© 2016
Requirements
4
•You have an IaaS account or local IaaS infrastructure (Citrix, RedHat, VMware, OpenStack,
Eucalyptus, etc) where you can run a Virtual Machine instance via an image template provided by
Cohesive Networks.
•You have the ability to deploy image templates to the IaaS infrastructure and create instances of
them.
•Instance Requirements include:
10gig+ ephemeral or block storage-backed image capacity per image template needed

2gig memory and 2 virtual cores are practical production minimum

When using L4-L7 plugins, more cores and memory may be needed

AES-NI available via hardware - to hypervisor - to VM guests is ideal

"Jumbo" ethernet frames in the underlying network (9000 MTU) vs. standard 1500 MTU is ideal

Ability to configure a client (whether desktop based or cloud based) to use OpenVPN client software.
© 2016
Additional Elements
5
VNS3:ms - When running multiple (more than a handful) virtual VNS3 Controllers it is
recommended that VNS3:ms (management system is used). It makes managing virtual
networks at scale much easier.
VNS3 Routing Agent - When running more than the simplest topologies, especially ones
where different network paths (routes) may come and go, it is recommended that you use
the VNS3 routing agent on each of the virtual hosts connecting to VNS3 as their network
overlay controller. VNS3 overlay uses TLS tunneling technology, for which there is not a
standard routing protocol. The VNS3 routing agent allows hosts on an overlay to receive
dynamic route updates, eliminating a need for tunneling agent restarts.
© 2016
IPsec Requirements
6
In order to be interoperable with other data centers via IPsec, VNS3 supports a wide
range of systems and standards.
Preferred  Most models from Cisco Systems*, Juniper, Watchguard, Dell SONICWALL,
Netgear, Fortinet, Barracuda Networks, Check Point*, Zyxel USA, McAfee Retail, Citrix
Systems, Hewlett Packard, D-Link, WatchGuard, Palo Alto Networks, OpenSwan, pfSense,
and Vyatta.
Best Effort  Any IPsec device that supports: IKE1 or IKE2, AES256 or AES128 or 3DES,
SHA1 or MD5.
*Known Exclusions  Checkpoint R65+ requires native IPSec connections as Checkpoint
does not conform to NAT-Traversal Standards and Cisco ASA 8.4(2)-8.4(4) bugs prevent a
stable connection from being maintained.
© 2016
Getting Help with VNS3
7
Custom IaaS deployments will require interaction with the Cohesive team around basics of
your deployment. This is required to ensure the product shipped is compatible with your
environment. If you are interested in more custom use cases and would like Cohesive to
advise and help setup the topology contact sales@cohesive.com for services pricing.
This guide covers a very generic VNS3 setup. If you need specific help with project
planning, POCs, or audits, contact our professional services team via sales@cohesive.net
for details.


Please review the VNS3 Support Plans and Contacts before sending support inquiries.
© 2016
Firewall Considerations
8
VNS3 Controller instances use the following TCP and UDP ports.

• UDP port 1194 

For client VPN connections; must be accessible from all servers that will join VNS3 topology as clients.

• UDP 1195-1203*

For tunnels between Controller peers; must be accessible from all peers in a given topology.
• TCP port 8000 

HTTPS admin interface; must be accessible from hosts where you will want to obtain runtime status or configure peering, also needs to be open to and from
the Controllers at least for the peering process, and needs to be accessible when downloading credentials for installation on overlay network clients.
• UDP port 500

UDP port 500 is used the phase 1 or IKE (Internet Key Exchange) component of an IPsec VPN connection.

• ESP Protocol 50 and possibly UDP port 4500

Protocol 50 is used for phase 2 or ESP (Encapsulated Security Payload) component of an IPsec VPN connection only when negotiating with native IPsec. UDP
port 4500** is used for the phase 2 or ESP (Encapsulated Security Payload) component of an IPsec VPN connection when using NAT-Traversal Encapsulation.
*VNS3:vpn and VNS3:net Lite Edition will not require UDP ports 1195-1197 access as it is not licensed for Controller Peering.
** Some public cloud providers require IPsec connections to use NAT-Traversal encapsulation on UDP port 4500
© 2016
Sizing Considerations
9
Image Size and Architecture
VNS3 Controller Images are available as 64bit images to allow the greatest flexibility for your use-case. We
recommend Controller instances be launched with at least 512MB of RAM. Smaller sizes are supported but the
performance will depend on the use-case.
Clientpack Key Size
VNS3 Controllers currently generate 1024 bit keys for connecting the clients to the overlay network via the
“clientpacks”. Smaller or larger encryption keys can be provided upon request (from 64 bit to 2048 bit). Future
releases of VNS3 will provide the user control over key size and cipher during initialization and configuration.
© 2016
Network Considerations
10
Docker for Layer 4-7 Network Function Services
VNS3 3.5 provides the ability for users to import and launch Docker and/or LXC application containers inside VNS3
Managers. This allows customization of the VNS3 NFV appliance and adds options for how an application can be
deployed to the clouds.
In order to provide this functionality, the Docker system needs a subnet to run and communicate to/from the running
application containers. Users can edit this subnet but the default is 198.51.100.0/28. If you plan on using the default
make sure there is no network overlap with the environments you plan to connect using VNS3.
© 2016
Address Considerations
11
Restrictions

Your VLAN CIDR and Subnets cannot not overlap with the VNS3 Overlay Network Subnet.
VLANs

Virtual machine deployments are launched in VLAN CIDRs.
VNS3

VNS3 provides an encrypted subnet in addition to the VLAN subnets. Servers that are configured to join the VNS3 encrypted Overlay
Network do so via OpenVPN connections using the VNS3 generated Client Packs. Each Client Pack is tied to a specific Overlay
Network Address


VLAN Subnets (eth0)
Not Encrypted
OpenVPN is not required on Client Servers
Clients Packs are not required on Client Servers
Cannot join generic EC2 directly (public Internet
connection required)
No Additional Overhead
VNS3 Overlay Network Subnet (tun0)
Encrypted
OpenVPN is required on Client Servers
Client Packs are required on Client Servers
Can join generic EC2 services directly (OpenVPN or
Peer Controller required)
Additional Overhead (minimal)
© 2016
Remote Support
12
Note that TCP 22 (ssh) is not required for normal operations.
Each VNS3 Controller is running a restricted SSH daemon, with
access limited only to Cohesive for debugging purposes controlled
by the user via the Remote Support toggle and key exchange
generation.
In the event Cohesive needs to observe runtime state of a VNS3
Controller in response to a tech support request, we will ask you to
open Security Group access to SSH from our support IP range and
Enable Remote Support via the Web UI.
Cohesive will send you an encrypted passphrase to generate a
private key used by Cohesive Support staff to access your
Controller. Access to the restricted SSH daemon is completely
controlled by the user. Once the support ticket has been closed
you can disable remote support access and invalidate the access
key.
© 2016
IaaS Deployment Setup
13
© 2016
Get Access to the current release
14
Cohesive Networks will make an OVF / OVA file applicable for your virtual infrastructure
available to you. This should be used to create your standard VNS3 image template in your
virtual infrastructure library.
Before providing you with the image, Cohesive will need to know if your VNS3 Controllers
will have a public Internet edge; regardless of whether directly of via NAT-ing and port/
protocol forwarding. If the VNS3 Controllers will be connectable via the Internet there is a
slight, but significant distinction in their boot up sequence.
If your controllers will be wholly “on-prem” wrapping a local application and not providing
public edge services you will need a different image. We call this the “running local private”
configuration.
© 2016
Initial Network Configuration
15
Many private virtual infrastructures do not have the dynamic association of static IP
addresses (like Amazon does).
They also do not have a way to assign an IP address to a virtual adapter (vSphere for
example).
As a result the Virtual Infrastructure edition ships with a VERY simple configuration script
for setting the initial ETH0 address via the virtual infrastructure console.
When using VNS3 “on prem” assume the ETH0 is the “outer address” of the VNS3
Controller and “ETH1” is the “inner address” of the controller.
© 2016
Running the “set_net.sh” script
16
Once you create a VNS3 instance, you then need to access it via the virtual infrastructure console.
From the console you log in as a simple user which is locked to a single script; the set-net.sh
script.
The username is “ctlio”

The password is “ctlio”
Run “sudo ./set_net.sh”.
It will prompt you to “Add” or “Create”. Use the create option and enter the address you will use to
do initial administration of the instance via its Web UI or API via ETH0. Enter the address, CIDR,
and gateway.
Then Add DNS entry - you can only add one DNS entry. If your controller will have a public edge,
this DNS needs to be able to resolve public names.
DO NOT ATTEMPT TO SET ETH1 with this script. That is done via WEB UI/API.
© 2016
Create port access for your instance
17
VNS3 uses the ports listed on the previous page discussing ports.
Use the IaaS firewall and/or hypervisor firewall utilities to ensure that access to those
ports are set.
You should then be able to reach the Web UI for configuration via:
https://<vns3 instance ETH0 ip>:8000
© 2016
VNS3 Configuration Document Links
18
© 2016
VNS3 Configuration Document Links
19
VNS3 Product Resources - Documentation | Add-ons
VNS3 Configuration Instructions

Instructions and screenshots for configuring a VNS3 Controller in a single or multiple Controller topology. Specific steps include,
initializing a new Controller, generating clientpack keys, setting up peering, building IPsec tunnels, and connecting client servers to
the Overlay Network. 

VNS3 Administration Document

Covers the administration and operation of a configured VNS3 Controller. Additional detail is provided around the VNS3 Firewall,
all administration menu items, upgrade licenses, other routes and SNMP traps.

VNS3 Docker Instructions

Explains the value of the VNS3 3.5 Docker integration and covers uploading, allocating and exporting application containers.
VNS3 Troubleshooting

Troubleshooting document that provides explanation issues that are more commonly experienced with VNS3.


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Cohesive Networks Support Docs: Set up VNS3 in Generic IaaS Environments

  • 1. © 2016 IaaS Configuration Private Cloud IaaS Deployment Setup for VNS3 2016
  • 2. © 2016 Table of Contents 2 Requirements 3 Remote Support Operations 12 IaaS Deployment Setup 13 VNS3 Configuration Document Links 19
  • 4. © 2016 Requirements 4 •You have an IaaS account or local IaaS infrastructure (Citrix, RedHat, VMware, OpenStack, Eucalyptus, etc) where you can run a Virtual Machine instance via an image template provided by Cohesive Networks. •You have the ability to deploy image templates to the IaaS infrastructure and create instances of them. •Instance Requirements include: 10gig+ ephemeral or block storage-backed image capacity per image template needed
 2gig memory and 2 virtual cores are practical production minimum
 When using L4-L7 plugins, more cores and memory may be needed
 AES-NI available via hardware - to hypervisor - to VM guests is ideal
 "Jumbo" ethernet frames in the underlying network (9000 MTU) vs. standard 1500 MTU is ideal
 Ability to configure a client (whether desktop based or cloud based) to use OpenVPN client software.
  • 5. © 2016 Additional Elements 5 VNS3:ms - When running multiple (more than a handful) virtual VNS3 Controllers it is recommended that VNS3:ms (management system is used). It makes managing virtual networks at scale much easier. VNS3 Routing Agent - When running more than the simplest topologies, especially ones where different network paths (routes) may come and go, it is recommended that you use the VNS3 routing agent on each of the virtual hosts connecting to VNS3 as their network overlay controller. VNS3 overlay uses TLS tunneling technology, for which there is not a standard routing protocol. The VNS3 routing agent allows hosts on an overlay to receive dynamic route updates, eliminating a need for tunneling agent restarts.
  • 6. © 2016 IPsec Requirements 6 In order to be interoperable with other data centers via IPsec, VNS3 supports a wide range of systems and standards. Preferred  Most models from Cisco Systems*, Juniper, Watchguard, Dell SONICWALL, Netgear, Fortinet, Barracuda Networks, Check Point*, Zyxel USA, McAfee Retail, Citrix Systems, Hewlett Packard, D-Link, WatchGuard, Palo Alto Networks, OpenSwan, pfSense, and Vyatta. Best Effort  Any IPsec device that supports: IKE1 or IKE2, AES256 or AES128 or 3DES, SHA1 or MD5. *Known Exclusions  Checkpoint R65+ requires native IPSec connections as Checkpoint does not conform to NAT-Traversal Standards and Cisco ASA 8.4(2)-8.4(4) bugs prevent a stable connection from being maintained.
  • 7. © 2016 Getting Help with VNS3 7 Custom IaaS deployments will require interaction with the Cohesive team around basics of your deployment. This is required to ensure the product shipped is compatible with your environment. If you are interested in more custom use cases and would like Cohesive to advise and help setup the topology contact sales@cohesive.com for services pricing. This guide covers a very generic VNS3 setup. If you need specific help with project planning, POCs, or audits, contact our professional services team via sales@cohesive.net for details. 
 Please review the VNS3 Support Plans and Contacts before sending support inquiries.
  • 8. © 2016 Firewall Considerations 8 VNS3 Controller instances use the following TCP and UDP ports.
 • UDP port 1194 
 For client VPN connections; must be accessible from all servers that will join VNS3 topology as clients.
 • UDP 1195-1203*
 For tunnels between Controller peers; must be accessible from all peers in a given topology. • TCP port 8000 
 HTTPS admin interface; must be accessible from hosts where you will want to obtain runtime status or configure peering, also needs to be open to and from the Controllers at least for the peering process, and needs to be accessible when downloading credentials for installation on overlay network clients. • UDP port 500
 UDP port 500 is used the phase 1 or IKE (Internet Key Exchange) component of an IPsec VPN connection.
 • ESP Protocol 50 and possibly UDP port 4500
 Protocol 50 is used for phase 2 or ESP (Encapsulated Security Payload) component of an IPsec VPN connection only when negotiating with native IPsec. UDP port 4500** is used for the phase 2 or ESP (Encapsulated Security Payload) component of an IPsec VPN connection when using NAT-Traversal Encapsulation. *VNS3:vpn and VNS3:net Lite Edition will not require UDP ports 1195-1197 access as it is not licensed for Controller Peering. ** Some public cloud providers require IPsec connections to use NAT-Traversal encapsulation on UDP port 4500
  • 9. © 2016 Sizing Considerations 9 Image Size and Architecture VNS3 Controller Images are available as 64bit images to allow the greatest flexibility for your use-case. We recommend Controller instances be launched with at least 512MB of RAM. Smaller sizes are supported but the performance will depend on the use-case. Clientpack Key Size VNS3 Controllers currently generate 1024 bit keys for connecting the clients to the overlay network via the “clientpacks”. Smaller or larger encryption keys can be provided upon request (from 64 bit to 2048 bit). Future releases of VNS3 will provide the user control over key size and cipher during initialization and configuration.
  • 10. © 2016 Network Considerations 10 Docker for Layer 4-7 Network Function Services VNS3 3.5 provides the ability for users to import and launch Docker and/or LXC application containers inside VNS3 Managers. This allows customization of the VNS3 NFV appliance and adds options for how an application can be deployed to the clouds. In order to provide this functionality, the Docker system needs a subnet to run and communicate to/from the running application containers. Users can edit this subnet but the default is 198.51.100.0/28. If you plan on using the default make sure there is no network overlap with the environments you plan to connect using VNS3.
  • 11. © 2016 Address Considerations 11 Restrictions
 Your VLAN CIDR and Subnets cannot not overlap with the VNS3 Overlay Network Subnet. VLANs
 Virtual machine deployments are launched in VLAN CIDRs. VNS3
 VNS3 provides an encrypted subnet in addition to the VLAN subnets. Servers that are configured to join the VNS3 encrypted Overlay Network do so via OpenVPN connections using the VNS3 generated Client Packs. Each Client Pack is tied to a specific Overlay Network Address 
 VLAN Subnets (eth0) Not Encrypted OpenVPN is not required on Client Servers Clients Packs are not required on Client Servers Cannot join generic EC2 directly (public Internet connection required) No Additional Overhead VNS3 Overlay Network Subnet (tun0) Encrypted OpenVPN is required on Client Servers Client Packs are required on Client Servers Can join generic EC2 services directly (OpenVPN or Peer Controller required) Additional Overhead (minimal)
  • 12. © 2016 Remote Support 12 Note that TCP 22 (ssh) is not required for normal operations. Each VNS3 Controller is running a restricted SSH daemon, with access limited only to Cohesive for debugging purposes controlled by the user via the Remote Support toggle and key exchange generation. In the event Cohesive needs to observe runtime state of a VNS3 Controller in response to a tech support request, we will ask you to open Security Group access to SSH from our support IP range and Enable Remote Support via the Web UI. Cohesive will send you an encrypted passphrase to generate a private key used by Cohesive Support staff to access your Controller. Access to the restricted SSH daemon is completely controlled by the user. Once the support ticket has been closed you can disable remote support access and invalidate the access key.
  • 14. © 2016 Get Access to the current release 14 Cohesive Networks will make an OVF / OVA file applicable for your virtual infrastructure available to you. This should be used to create your standard VNS3 image template in your virtual infrastructure library. Before providing you with the image, Cohesive will need to know if your VNS3 Controllers will have a public Internet edge; regardless of whether directly of via NAT-ing and port/ protocol forwarding. If the VNS3 Controllers will be connectable via the Internet there is a slight, but significant distinction in their boot up sequence. If your controllers will be wholly “on-prem” wrapping a local application and not providing public edge services you will need a different image. We call this the “running local private” configuration.
  • 15. © 2016 Initial Network Configuration 15 Many private virtual infrastructures do not have the dynamic association of static IP addresses (like Amazon does). They also do not have a way to assign an IP address to a virtual adapter (vSphere for example). As a result the Virtual Infrastructure edition ships with a VERY simple configuration script for setting the initial ETH0 address via the virtual infrastructure console. When using VNS3 “on prem” assume the ETH0 is the “outer address” of the VNS3 Controller and “ETH1” is the “inner address” of the controller.
  • 16. © 2016 Running the “set_net.sh” script 16 Once you create a VNS3 instance, you then need to access it via the virtual infrastructure console. From the console you log in as a simple user which is locked to a single script; the set-net.sh script. The username is “ctlio”
 The password is “ctlio” Run “sudo ./set_net.sh”. It will prompt you to “Add” or “Create”. Use the create option and enter the address you will use to do initial administration of the instance via its Web UI or API via ETH0. Enter the address, CIDR, and gateway. Then Add DNS entry - you can only add one DNS entry. If your controller will have a public edge, this DNS needs to be able to resolve public names. DO NOT ATTEMPT TO SET ETH1 with this script. That is done via WEB UI/API.
  • 17. © 2016 Create port access for your instance 17 VNS3 uses the ports listed on the previous page discussing ports. Use the IaaS firewall and/or hypervisor firewall utilities to ensure that access to those ports are set. You should then be able to reach the Web UI for configuration via: https://<vns3 instance ETH0 ip>:8000
  • 18. © 2016 VNS3 Configuration Document Links 18
  • 19. © 2016 VNS3 Configuration Document Links 19 VNS3 Product Resources - Documentation | Add-ons VNS3 Configuration Instructions
 Instructions and screenshots for configuring a VNS3 Controller in a single or multiple Controller topology. Specific steps include, initializing a new Controller, generating clientpack keys, setting up peering, building IPsec tunnels, and connecting client servers to the Overlay Network. 
 VNS3 Administration Document
 Covers the administration and operation of a configured VNS3 Controller. Additional detail is provided around the VNS3 Firewall, all administration menu items, upgrade licenses, other routes and SNMP traps.
 VNS3 Docker Instructions
 Explains the value of the VNS3 3.5 Docker integration and covers uploading, allocating and exporting application containers. VNS3 Troubleshooting
 Troubleshooting document that provides explanation issues that are more commonly experienced with VNS3.