Back to Documentation

CTX/Soltra Edge Installation & VM Configuration Guide

CTX/Soltra Edge is distributed as a Virtual Machine (VM) file using the Open Virtualization Appliance (OVA) file format. OVA files archive all the resources and files that make up an Open Virtualization Format (OVF) package. By definition, virtualization software such as VirtualBox, VMware, Red Hat Enterprise Virtualization (RHEV), and other tools that support OVF/OVA should be able to import the CTX/Soltra Edge’s ova file and starts it up as a virtual machine. However, CTX/Soltra Edge is currently tested with VMware and VirtualBox. This document provides the installation procedures and configuration recommendations to ensure a successful and error-free installation of CTX/Soltra Edge.

Scope

CTX/Soltra Edge has been certified on both VirtualBox and VMware. This document covers setup using VirtualBox, but the steps are similar with VMware products. Additional documentation for VirtualBox is available at virtualbox.org, and for VMware at vmware.com.

VirtualBox Setup

If VirtualBox is not yet installed on the host computer, please download and install the latest version, available at virtualbox.org. After VirtualBox is up and operational, follow the steps below to import the CTX/Soltra Edge OVA file and configure the VM settings as shown in the screen shots throughout this document.

1. Download CTX/Soltra Edge

Register and download CTX/Soltra Edge by completing the form at the following link: Download Site.

2. Unzip Release Package

Once downloaded, unzip the* **ctx_soltra_edge_v2.10.0.zip* file and save the content to a local drive.

3. Configure VirtualBox

Open or double-click the OVA file, soltra-edge-vm-2.0.x-2.10.0.ova, to import it to VirtualBox. The default values are shown in the screen shot below.

To change a setting, double click the appropriate line in the Configuration column and modify its value. For a simple test configuration, a system with 2 Processor Cores and 4GB of RAM would be sufficient for a test system.

4. Import VM

Once the initial settings are validated, click Import to continue. This step typically takes roughly a couple minutes to complete on a host server with 8 Processor Cores and 8GB of RAM.

After the import completes successfully, the CTX/Soltra Edge virtual machine is created in VirtualBox as shown in the image below.

5. Configure the VM

Click on Settings to open the Settings dialog box. To rename the virtual machine, type over the current name located in the Basic tab under the General section.

6. Network Configuration

Click the Network icon on the Settings dialog and change the network from NAT (the current default option) to Bridged Adapter. This option is needed in order to use the browser on the host computer to connect to the CTX/Soltra Edge application. If NAT is preferred, a port-forwarding configuration must be completed because the IP addresses of the VM in a NAT configuration are not routable by definition. To create a port forwarding rule, expand the Advanced section and create a forwarding rule.

For a quick deployment and ease of installation, the Bridged Adapter configuration is recommended.

7. Advanced Configuration

For a typical installation, no other changes are needed. However, if desired, other configuration settings such as memory, number of cores, display type, storage size, etc. can be modified by selecting the appropriate icons on the Settings dialog. Click the OK button to apply the changes.

8. Start CTX/Soltra Edge

To boot CTX/Soltra Edge, click the Start button on the main VirtualBox window.

9. Configure CTX/Soltra Edge

9.1 First Run

9.2 EULA

Follow the on-screen instructions to complete the initial configuration that includes the acceptance of the End User License Agreement (EULA).

9.3 Hostname Set Up

Configure your CTX/Soltra Edge with the hostname of your choice. You can leave the default option will work or utilize internal DNS.

9.4 Account Creation

Configure the administrative account’s credentials to log on to CTX/Soltra Edge. The account credentials will be used to login to the web application, as well as a Linux user account with the same credentials.

Make sure to take note of your account credentials, as they will be needed to access and manage CTX/Soltra Edge.

9.5 Complete Configuration

After completing account creation, the configuration wizard will proceed to complete configuration of CTX/Soltra Edge, including initial HTTPS configuration and SELinux setup.

9.6 CTX/Soltra Edge Console

Upon completion of setup, the console will display the status of CTX/Soltra Edge, including service status and web application URL.

10. Browser Self-Signed Certificate

To access CTX/Soltra Edge, start a browser session and enter the URL from your VM Console, as shown above. Since the virtual machine uses a self-signed certificate, the browser will display a warning message indicating that the connection is not private.

A sample from the Chrome browser is shown below, Firefox and Internet Explorer have similar warnings.

To continue, accept the self-signed certificate. IIn the Chrome browser, proceed by clicking the *Proceed To ... * link indicated in the screenshot below.

11. Initial Login

Log on to CTX/Soltra Edge by entering the administrative account’s credentials created earlier. The main page will be displayed after a successful log-in:

12. Welcome to CTX/Soltra Edge

Troubleshooting

Virtualization Technology (VT) provided by Intel and AMD chipsets abstracts hardware that allows multiple workloads to share a common set of resources. VT is required on the host computer in order for virtual machines to be installed and executed successfully. VT support on the host computer is required to support virtualization and operate a virtual machine such as CTX/Soltra Edge.

Common errors when configuring VirtualBox are included below.

  1. If an error message similar to “VT-x is disabled in the BIOS for all CPU modes (VERR_VMX_MSR_ALL_VMX_DISABLED)” is displayed, there are potentially two separate but related problems.

    • If the host computer has support for VT-x, the BIOS option for VT-x may be disabled. In this case, enable VT-x in the BIOS, restart the host machine and continue with the installation process. Ensure that CTX/Soltra Edge uses a 64-bit OS option.

    • If the host computer’s hardware uses the older version of the chipsets, a newer hardware is required for virtualization. If this is the case, check to ensure that the BIOS setting for VT-x is enabled. Apple computers typically have VT-x acceleration enabled by default.

    • Both Intel and AMD provide a list of chipsets and tools to check for the support of Virtualization Technology. When in doubt, these tools can be used to confirm the support of VT on the host computer’s chipset.

    • If VT-x was disabled when the VM was imported, after enabling VT-x on the VM Host system, you will need to delete and reimport the VM within VirtualBox.

  2. After CTX/Soltra Edge is successfully installed, the application is not accessible. The browser seems to hang without any responses, or it eventually times out with a message indicating that the site cannot be displayed. The most likely cause of this issue is the network configuration of the virtual machine. If NAT is used, a port-forwarding rule must be created for port 80 and 443. Alternatively, configure the network to use the Bridged Adapter to have a directly accessible IP address. After the changes have been made, the virtual machine must be restarted.

 

For more information, join the conversation in the CTX/Soltra Edge Forums at forums.soltra.com.