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1 How to Install Open vSwitch on Linux, FreeBSD and NetBSD
2 ========================================================
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3
4This document describes how to build and install Open vSwitch on a
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5generic Linux, FreeBSD, or NetBSD host. For specifics around installation
6on a specific platform, please see one of these files:
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8 - INSTALL.Debian
9 - INSTALL.Fedora
10 - INSTALL.RHEL
11 - INSTALL.XenServer
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12
13Build Requirements
14------------------
15
16To compile the userspace programs in the Open vSwitch distribution,
17you will need the following software:
18
380b39f7 19 - GNU make.
4b11d5e8 20
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21 - A C compiler, such as:
22
23 * GCC 4.x.
24
25 * Clang. Clang 3.4 and later provide useful static semantic
26 analysis and thread-safety checks. For Ubuntu, there are
27 nightly built packages available on clang's website.
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28
29 - libssl, from OpenSSL, is optional but recommended if you plan to
30 connect the Open vSwitch to an OpenFlow controller. libssl is
31 required to establish confidentiality and authenticity in the
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32 connections from an Open vSwitch to an OpenFlow controller. If
33 libssl is installed, then Open vSwitch will automatically build
34 with support for it.
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36To compile the kernel module on Linux, you must also install the
37following. If you cannot build or install the kernel module, you may
38use the userspace-only implementation, at a cost in performance. The
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39userspace implementation may also lack some features. Refer to
40INSTALL.userspace for more information.
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41
42 - A supported Linux kernel version. Please refer to README for a
43 list of supported versions.
44
45 The Open vSwitch datapath requires bridging support
46 (CONFIG_BRIDGE) to be built as a kernel module. (This is common
47 in kernels provided by Linux distributions.) The bridge module
48 must not be loaded or in use. If the bridge module is running
49 (check with "lsmod | grep bridge"), you must remove it ("rmmod
50 bridge") before starting the datapath.
51
52 For optional support of ingress policing, you must enable kernel
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53 configuration options NET_CLS_BASIC, NET_SCH_INGRESS, and
54 NET_ACT_POLICE, either built-in or as modules. (NET_CLS_POLICE is
55 obsolete and not needed.)
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57 To use GRE tunneling on Linux 2.6.37 or newer, kernel support
58 for GRE must be compiled in or available as a module
59 (CONFIG_NET_IPGRE_DEMUX).
6f470982 60
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61 To configure HTB or HFSC quality of service with Open vSwitch,
62 you must enable the respective configuration options.
63
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64 To use Open vSwitch support for TAP devices, you must enable
65 CONFIG_TUN.
66
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67 - To build a kernel module, you need the same version of GCC that
68 was used to build that kernel.
69
70 - A kernel build directory corresponding to the Linux kernel image
71 the module is to run on. Under Debian and Ubuntu, for example,
72 each linux-image package containing a kernel binary has a
73 corresponding linux-headers package with the required build
74 infrastructure.
75
76If you are working from a Git tree or snapshot (instead of from a
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77distribution tarball), or if you modify the Open vSwitch build system
78or the database schema, you will also need the following software:
4b11d5e8 79
55aa00e0 80 - Autoconf version 2.64 or later.
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81
82 - Automake version 1.10 or later.
83
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84 - Python 2.x, for x >= 4.
85
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86If you modify the ovsdbmonitor tool, then you will also need the
87following:
88
89 - pyuic4 from PyQt4 (http://www.riverbankcomputing.co.uk).
90
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91To run the unit tests, you also need:
92
93 - Perl. Version 5.10.1 is known to work. Earlier versions should
94 also work.
95
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96The ovs-vswitchd.conf.db(5) manpage will include an E-R diagram, in
97formats other than plain text, only if you have the following:
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98
99 - "dot" from graphviz (http://www.graphviz.org/).
100
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101 - Perl. Version 5.10.1 is known to work. Earlier versions should
102 also work.
103
104 - Python 2.x, for x >= 4.
105
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106If you are going to extensively modify Open vSwitch, please consider
107installing the following to obtain better warnings:
108
109 - "sparse" version 0.4.4 or later
110 (http://www.kernel.org/pub/software/devel/sparse/dist/).
111
112 - GNU make.
113
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114 - clang, version 3.4 or later
115
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116Also, you may find the ovs-dev script found in utilities/ovs-dev.py useful.
117
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118Installation Requirements
119-------------------------
120
121The machine on which Open vSwitch is to be installed must have the
122following software:
123
124 - libc compatible with the libc used for build.
125
126 - libssl compatible with the libssl used for build, if OpenSSL was
127 used for the build.
128
f6eb6b20 129 - On Linux, the same kernel version configured as part of the build.
4b11d5e8 130
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131 - For optional support of ingress policing on Linux, the "tc" program
132 from iproute2 (part of all major distributions and available at
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133 http://www.linux-foundation.org/en/Net:Iproute2).
134
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135On Linux you should ensure that /dev/urandom exists. To support TAP
136devices, you must also ensure that /dev/net/tun exists.
6e8e271c 137
2ac7bbf5 138To run the ovsdbmonitor tool, the machine must also have the following
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139software:
140
141 - Python 2.x, for x >= 4.
142
143 - Python Twisted Conch.
144
145 - Python JSON.
146
147 - PySide or PyQt4.
148
149 - Python Zope interface module.
150
151(On Debian "lenny" the above can be installed with "apt-get install
152python-json python-qt4 python-zopeinterface python-twisted-conch".)
153
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154Building and Installing Open vSwitch for Linux, FreeBSD or NetBSD
155=================================================================
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156
157Once you have installed all the prerequisites listed above in the Base
158Prerequisites section, follow the procedure below to build.
159
f6eb6b20 1601. If you pulled the sources directly from an Open vSwitch Git tree,
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161 run boot.sh in the top source directory:
162
163 % ./boot.sh
164
1652. In the top source directory, configure the package by running the
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166 configure script. You can usually invoke configure without any
167 arguments:
168
169 % ./configure
170
171 By default all files are installed under /usr/local. If you want
172 to install into, e.g., /usr and /var instead of /usr/local and
173 /usr/local/var, add options as shown here:
174
175 % ./configure --prefix=/usr --localstatedir=/var
176
177 To use a specific C compiler for compiling Open vSwitch user
178 programs, also specify it on the configure command line, like so:
179
180 % ./configure CC=gcc-4.2
181
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182 To use 'clang' compiler:
183
184 % ./configure CC=clang
185
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186 To build the Linux kernel module, so that you can run the
187 kernel-based switch, pass the location of the kernel build
338fb44a 188 directory on --with-linux. For example, to build for a running
8a2d6596 189 instance of Linux:
4b11d5e8 190
8a2d6596 191 % ./configure --with-linux=/lib/modules/`uname -r`/build
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192
193 If you wish to build the kernel module for an architecture other
194 than the architecture of the machine used for the build, you may
195 specify the kernel architecture string using the KARCH variable
196 when invoking the configure script. For example, to build for MIPS
8a2d6596 197 with Linux:
4b11d5e8 198
22bcc0e7 199 % ./configure --with-linux=/path/to/linux KARCH=mips
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200
201 The configure script accepts a number of other options and honors
202 additional environment variables. For a full list, invoke
203 configure with the --help option.
204
380b39f7 2053. Run GNU make in the top source directory, e.g.:
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206
207 % make
208
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209 or if GNU make is installed as "gmake":
210
211 % gmake
f6eb6b20 212
f8f26e98 213 For improved warnings if you installed "sparse" (see
380b39f7 214 "Prerequisites"), add C=1 to the command line.
f8f26e98 215
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2164. Consider running the testsuite. Refer to "Running the Testsuite"
217 below, for instructions.
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2195. Become root by running "su" or another program.
220
2216. Run "make install" to install the executables and manpages into the
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222 running system, by default under /usr/local.
223
ffd6065a 2247. If you built kernel modules, you may install and load them, e.g.:
4b11d5e8 225
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226 % make modules_install
227 % /sbin/modprobe openvswitch
4b11d5e8 228
4b11d5e8 229 To verify that the modules have been loaded, run "/sbin/lsmod" and
9b80f761 230 check that openvswitch is listed.
4b11d5e8 231
ffd6065a 232 If the "modprobe" operation fails, look at the last few kernel log
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233 messages (e.g. with "dmesg | tail"):
234
9b80f761 235 - The message "openvswitch: exports duplicate symbol
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236 br_should_route_hook (owned by bridge)" means that the bridge
237 module is loaded. Run "/sbin/rmmod bridge" to remove it.
238
239 If "/sbin/rmmod bridge" fails with "ERROR: Module bridge does
240 not exist in /proc/modules", then the bridge is compiled into
241 the kernel, rather than as a module. Open vSwitch does not
242 support this configuration (see "Build Requirements", above).
243
9b80f761 244 - The message "openvswitch: exports duplicate symbol
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245 dp_ioctl_hook (owned by ofdatapath)" means that the ofdatapath
246 module from the OpenFlow reference implementation is loaded.
247 Run "/sbin/rmmod ofdatapath" to remove it. (You might have to
248 delete any existing datapaths beforehand, using the "dpctl"
249 program included with the OpenFlow reference implementation.
250 "ovs-dpctl" will not work.)
251
252 - Otherwise, the most likely problem is that Open vSwitch was
253 built for a kernel different from the one into which you are
9b80f761 254 trying to load it. Run "modinfo" on openvswitch.ko and on
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255 a module built for the running kernel, e.g.:
256
9b80f761 257 % /sbin/modinfo openvswitch.ko
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258 % /sbin/modinfo /lib/modules/`uname -r`/kernel/net/bridge/bridge.ko
259
260 Compare the "vermagic" lines output by the two commands. If
261 they differ, then Open vSwitch was built for the wrong kernel.
262
263 - If you decide to report a bug or ask a question related to
264 module loading, please include the output from the "dmesg" and
265 "modinfo" commands mentioned above.
266
9b80f761 267 There is an optional module parameter to openvswitch.ko called
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268 vlan_tso that enables TCP segmentation offload over VLANs on NICs
269 that support it. Many drivers do not expose support for TSO on VLANs
270 in a way that Open vSwitch can use but there is no way to detect
271 whether this is the case. If you know that your particular driver can
272 handle it (for example by testing sending large TCP packets over VLANs)
273 then passing in a value of 1 may improve performance. Modules built for
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274 Linux kernels 2.6.37 and later, as well as specially patched versions
275 of earlier kernels, do not need this and do not have this parameter. If
276 you do not understand what this means or do not know if your driver
277 will work, do not set this.
3f6256af 278
875ef81b 2798. Initialize the configuration database using ovsdb-tool, e.g.:
4b11d5e8 280
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281 % mkdir -p /usr/local/etc/openvswitch
282 % ovsdb-tool create /usr/local/etc/openvswitch/conf.db vswitchd/vswitch.ovsschema
4b11d5e8 283
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284Startup
285=======
4b11d5e8 286
3b12adda 287Before starting ovs-vswitchd itself, you need to start its
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288configuration database, ovsdb-server. Each machine on which Open
289vSwitch is installed should run its own copy of ovsdb-server.
290Configure it to use the database you created during step 7 of
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291installation, above, to listen on a Unix domain socket, to connect to
292any managers specified in the database itself, and to use the SSL
293configuration in the database:
294
29701194 295 % ovsdb-server --remote=punix:/usr/local/var/run/openvswitch/db.sock \
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296 --remote=db:Open_vSwitch,Open_vSwitch,manager_options \
297 --private-key=db:Open_vSwitch,SSL,private_key \
298 --certificate=db:Open_vSwitch,SSL,certificate \
299 --bootstrap-ca-cert=db:Open_vSwitch,SSL,ca_cert \
29701194 300 --pidfile --detach
3b12adda 301
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302(If you built Open vSwitch without SSL support, then omit
303--private-key, --certificate, and --bootstrap-ca-cert.)
304
de4f3c10 305Then initialize the database using ovs-vsctl. This is only
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306necessary the first time after you create the database with
307ovsdb-tool (but running it at any time is harmless):
308
de4f3c10 309 % ovs-vsctl --no-wait init
332b4e09 310
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311Then start the main Open vSwitch daemon, telling it to connect to the
312same Unix domain socket:
313
80df177a 314 % ovs-vswitchd --pidfile --detach
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315
316Now you may use ovs-vsctl to set up bridges and other Open vSwitch
317features. For example, to create a bridge named br0 and add ports
318eth0 and vif1.0 to it:
319
320 % ovs-vsctl add-br br0
321 % ovs-vsctl add-port br0 eth0
322 % ovs-vsctl add-port br0 vif1.0
323
324Please refer to ovs-vsctl(8) for more details.
4b11d5e8 325
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326Upgrading
327=========
328
329When you upgrade Open vSwitch from one version to another, you should
330also upgrade the database schema:
331
3321. Stop the Open vSwitch daemons, e.g.:
333
012f5c4b 334 % kill `cd /usr/local/var/run/openvswitch && cat ovsdb-server.pid ovs-vswitchd.pid`
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335
3362. Install the new Open vSwitch release.
337
3383. Upgrade the database, in one of the following two ways:
339
340 - If there is no important data in your database, then you may
341 delete the database file and recreate it with ovsdb-tool,
342 following the instructions under "Building and Installing Open
76d5beb9 343 vSwitch for Linux, FreeBSD or NetBSD".
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344
345 - If you want to preserve the contents of your database, back it
346 up first, then use "ovsdb-tool convert" to upgrade it, e.g.:
347
028415b6 348 % ovsdb-tool convert /usr/local/etc/openvswitch/conf.db vswitchd/vswitch.ovsschema
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349
3504. Start the Open vSwitch daemons as described under "Building and
76d5beb9 351 Installing Open vSwitch for Linux, FreeBSD or NetBSD" above.
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353Hot Upgrading
354=============
355Upgrading Open vSwitch from one version to the next version with minimum
356disruption of traffic going through the system that is using that Open vSwitch
357needs some considerations:
358
3591. If the upgrade only involves upgrading the userspace utilities and daemons
360of Open vSwitch, make sure that the new userspace version is compatible with
361the previously loaded kernel module.
362
3632. An upgrade of userspace daemons means that they have to be restarted.
364Restarting the daemons means that the Openflow flows in the ovs-vswitchd daemon
365will be lost. One way to restore the flows is to let the controller
366re-populate it. Another way is to save the previous flows using a utility
367like ovs-ofctl and then re-add them after the restart. Restoring the old flows
368is accurate only if the new Open vSwitch interfaces retain the old 'ofport'
369values.
370
3713. When the new userspace daemons get restarted, they automatically flush
372the old flows setup in the kernel. This can be expensive if there are hundreds
373of new flows that are entering the kernel but userspace daemons are busy
374setting up new userspace flows from either the controller or an utility like
375ovs-ofctl. Open vSwitch database provides an option to solve this problem
376through the other_config:flow-restore-wait column of the Open_vSwitch table.
377Refer to the ovs-vswitchd.conf.db(5) manpage for details.
378
3794. If the upgrade also involves upgrading the kernel module, the old kernel
380module needs to be unloaded and the new kernel module should be loaded. This
381means that the kernel network devices belonging to Open vSwitch is recreated
382and the kernel flows are lost. The downtime of the traffic can be reduced
383if the userspace daemons are restarted immediately and the userspace flows
384are restored as soon as possible.
385
386The ovs-ctl utility's "restart" function only restarts the userspace daemons,
387makes sure that the 'ofport' values remain consistent across restarts, restores
388userspace flows using the ovs-ofctl utility and also uses the
389other_config:flow-restore-wait column to keep the traffic downtime to the
390minimum. The ovs-ctl utility's "force-reload-kmod" function does all of the
391above, but also replaces the old kernel module with the new one. Open vSwitch
392startup scripts for Debian, XenServer and RHEL use ovs-ctl's functions and it
393is recommended that these functions be used for other software platforms too.
394
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395Running the Testsuite
396=====================
397
398Open vSwitch includes a testsuite. Before you submit patches
399upstream, we advise that you run the tests and ensure that they pass.
400If you add new features to Open vSwitch, then adding tests for those
401features will ensure your features don't break as developers modify
402other areas of Open vSwitch.
403
404You must configure and build Open vSwitch (steps 1 through 3 in
76d5beb9 405"Building and Installing Open vSwitch for Linux, FreeBSD or NetBSD" above)
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406before you run the testsuite. You do not need to install Open vSwitch
407or to build or load the kernel module to run the testsuite. You do
408not need supervisor privilege to run the testsuite.
409
410To run all the unit tests in Open vSwitch, one at a time:
411 make check
412This takes under 5 minutes on a modern desktop system.
413
414To run all the unit tests in Open vSwitch, up to 8 in parallel:
415 make check TESTSUITEFLAGS=-j8
416This takes under a minute on a modern 4-core desktop system.
417
418To see a list of all the available tests, run:
419 make check TESTSUITEFLAGS=--list
420
421To run only a subset of tests, e.g. test 123 and tests 477 through 484:
422 make check TESTSUITEFLAGS='123 477-484'
423(Tests do not have inter-dependencies, so you may run any subset.)
424
425To run tests matching a keyword, e.g. "ovsdb":
426 make check TESTSUITEFLAGS='-k ovsdb'
427
428To see a complete list of test options:
429 make check TESTSUITEFLAGS=--help
430
431The results of a testing run are reported in tests/testsuite.log.
432Please report test failures as bugs and include the testsuite.log in
433your report.
434
435If you have "valgrind" installed, then you can also run the testsuite
436under valgrind by using "make check-valgrind" in place of "make
437check". All the same options are available via TESTSUITEFLAGS. When
438you do this, the "valgrind" results for test <N> are reported in files
439named tests/testsuite.dir/<N>/valgrind.*. You may find that the
440valgrind results are easier to interpret if you put "-q" in
447fe5cf 441~/.valgrindrc, since that reduces the amount of output.
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442
443Sometimes a few tests may fail on some runs but not others. This is
444usually a bug in the testsuite, not a bug in Open vSwitch itself. If
445you find that a test fails intermittently, please report it, since the
446developers may not have noticed.
447
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448Bug Reporting
449-------------
450
37ea6436 451Please report problems to bugs@openvswitch.org.