ContainerX 1.0 quickstart guide

Detailed information can be found in the ContainerX install and administration guide

A guided video for AWS is available at ContainerX Quickstart on AWS.


ContainerX (‘CX’ for short), is an all-inclusive ready-to-go container infrastructure platform designed for enterprise IT. It eliminates the container landscape confusion by offering IT admins a single solution for container management, orchestration, compute, network and storage management, that can be setup in minutes.

Installation of ContainerX is accomplished in 3 easy steps:

  1. Download and run the ContainerX installer client for Windows, Mac or Linux.
  2. Use the ContainerX installer to setup a cxMgmt server.
  3. From the management server deploy one to several cxHost compute nodes to Elastic Clusters and segment resources into Container Pools.

Quick start prerequisites:

  1. Ubuntu 14.04 running Linux kernel 3.19 or better for cxMgmt and cxHosts running Linux.
  2. If using Azure for cxMgmt you must have the rights to create a VM classic. cxHosts are deployed using an Azure publish settings file and storage must be referenced to an existing Azure storage classic account..
  3. If using Amazon requires Access Key with AdministratorAccess permissions, a VPC and subnet with ‘Auto-assign public IP’.
  4. Non-AWS instances need a user account with sudo access using “NOPASSWD”, and can login via a password or ssh-key from the install machine.
  5. The following firewall TCP ports open for the cxMgmt server:
    2376, 8081, 8083, 8086, 8086, 8091 and 8500.
  6. The following firewall TCP ports open for the cxHost server:
    22, 2376, 8084, 8089, 8083 and 3376 - (3376 + number of expected container pools).
  7. Additionally any container application ports exported must also be opened.
  8. Installer machine, cxMgmt and cxHost must have internet access available to download and run ContainerX applications.

Download and run the ContainerX GUI installer

  1. Download the installer for the specific OS (Windows, Mac, Linux)
  2. Unzip the folder to a working directory.
  3. Start the CX GUI application (cX.exe,, cx)

Use the ContainerX installer to setup a cxMgmt server

For AWS:

  1. Enter an applicable IAM Access Key ID and Secret key and select ‘VALIDATE’
  2. Choose and instance name, VPC, subnet , instance size (current recommendation t2.large) and EBS size of 40GB and installation begins.

For pre-configured hosts (VMware, Azure, Bare-Metal):

  1. Select preconfigured-host and enter in the IP address, username, and either password or ssh-key.
  2. Select "test" to verify account and sudo right, if installer returns “OK” then select continue to proceed with installation.

Deployment can take 5-10 minutes based on host and internet speed. Once complete CX installer will indicate “done” and open your default web-browser to an SSL web page located at https://<cxMmgt IP>:8085.  Login access is only available via SSL, plaintext is not available.

From the management server (cxMgmt) deploy one to several cxHost compute nodes to Elastic Clusters and segment resources into Container Pools.

Select the "quick wizard" button and select cluster type from the menu. Enter a Elastic Cluster name and description and proceed to the next page.


  1. Fill in number of hosts for the cluster, your AWS access key and secret key, the VPC ID and subnet ID that you picked in prerequisites above, and associated region and availability zone settings. Select an instance size for the AWS instances (this step impacts billing - so make sure to pick the right size for your needs.) Select the one of the CX AMI's based on AWS region.
  • us-west-1 (N. California) - ami­-3f50245f
  • us-east-1 (Virginia)        - ami-­cfc2e5a5
  • eu-central-1 (Frankfurt)  - ami-fe0e1792
  • eu-west-1 (Ireland)        - ami-0c59f37f

Bare metal:

  1. Potential cxHosts need the following script run on them with an effective UID 0 environment (sudo -i, full root environment, not just UID 0)
    curl -sSL http://<management host IP>:8081/pkgs/ | sh
  2. This will prepare the bare metal host and install the necessary public key for access by the cxMgmt host.
  3. On the cxMgmt server, after passing the cluster name page, Enter in the hostnames and IP addresses of the bare metal hosts you wish to create into a cluster and select next.
  4. If you have an NFS server you can enter in the NFS server address and path and verify its function with test, otherwise enter "none" in both fields and select next.


  1. Download the ContainerX VMware image, cx-ubuntu.ova and deploy the template to a vCenter environment.
  2. The ova is configured to use DHCP and will be used to create Container Host VMs. You can customize the networking setup as required for your environment.
  3. Create a snapshot for the VM when it is ready for use as a Container Host.
    - Make sure the VM is powered off.
    - Right click on the VM, select Snapshots->Take Snapshot. Give it a name and description.
    - Please note that you may change the VM to a type template if required.
  4. On the cxMgmt server, after passing the cluster name page, enter the vSphere username, password, and the vCenter Host IP address for the VCenter where you want to create the vCenter, select next.
  5. Once you select the vCenter, you will have the option to select the number of hosts, datacenter where you want to create the host VM, vCenter Cluster and optionally vCenter Pool, Datastore on which to create the host VM and network to use for the host VM. Select the VM imported from the Ubuntu OVF under the VM Template drop down. Click Next to continue.


  1. Choose the number of hosts and size of the Azure VM you would like to use. We recommend Standard_A3/Large (or larger).
  2. Select a host OS “Windows Server 2016 Technical Preview 4” to create a Windows elastic cluster or “Ubuntu 14.04.3” for a Linux Elastic cluster, only these images are currently supported.
  3. Paste the contents of your publish settings file or upload this file to provide access to your Azure subscription and select next

On the "Create Container Pools" menu, create at least one container pool. More pools can be added once the Elastic Cluster is running. Remember that ContainerX allows for the overprovisioning of resources, select next.

Finally, review the confirm selections page and select "Finish" to begin building and provisioning the Elastic Cluster and Container Pools. Build times vary based on internet speeds and compute speed. 

You're cluster setup and ready to go when the "Done" button appears. Select "Done" and refresh the browser to see your running EC cluster with pools.


Detailed information can be found in the ContianerX Install and Administration Guide  

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