Site Authoring and Deployment Guide =================================== The document contains the instructions for standing up a greenfield Airship site. This can be broken down into two high-level pieces: 1. **Site authoring guide(s)**: Describes how to craft site manifests and configs required to perform a deployment. The primary site authoring guide is for deploying Airship sites, where OpenStack is the target platform deployed on top of Airship. 2. **Deployment guide(s)**: Describes how to apply site manifests for a given site. This document is an "all in one" site authoring guide + deployment guide for a standard Airship deployment. For the most part, the site authoring guidance lives within ``seaworthy`` reference site in the form of YAML comments. Support ------- Bugs may be viewed and reported at the following locations, depending on the component: - OpenStack Helm: `OpenStack Storyboard group `__ - Airship: Bugs may be filed using OpenStack Storyboard for specific projects in `Airship group `__: - `Airship Armada `__ - `Airship Deckhand `__ - `Airship Divingbell `__ - `Airship Drydock `__ - `Airship MaaS `__ - `Airship Pegleg `__ - `Airship Promenade `__ - `Airship Shipyard `__ - `Airship Treasuremap `__ Terminology ----------- **Cloud**: A platform that provides a standard set of interfaces for `IaaS `__ consumers. **OSH**: (`OpenStack Helm `__) is a collection of Helm charts used to deploy OpenStack on Kubernetes. **Helm**: (`Helm `__) is a package manager for Kubernetes. Helm Charts help you define, install, and upgrade Kubernetes applications. **Undercloud/Overcloud**: Terms used to distinguish which cloud is deployed on top of the other. In Airship sites, OpenStack (overcloud) is deployed on top of Kubernetes (undercloud). **Airship**: A specific implementation of OpenStack Helm charts that deploy Kubernetes. This deployment is the primary focus of this document. **Control Plane**: From the point of view of the cloud service provider, the control plane refers to the set of resources (hardware, network, storage, etc.) configured to provide cloud services for customers. **Data Plane**: From the point of view of the cloud service provider, the data plane is the set of resources (hardware, network, storage, etc.) configured to run consumer workloads. When used in this document, "data plane" refers to the data plane of the overcloud (OSH). **Host Profile**: A host profile is a standard way of configuring a bare metal host. It encompasses items such as the number of bonds, bond slaves, physical storage mapping and partitioning, and kernel parameters. Versioning ---------- Airship reference manifests are delivered monthly as release tags in the `Treasuremap `__. The releases are verified by `Seaworthy `__, `Airsloop `__, and `Airship-in-a-Bottle `__ pipelines before delivery and are recommended for deployments instead of using the master branch directly. Component Overview ------------------ .. image:: diagrams/component_list.png Node Overview ------------- This document refers to several types of nodes, which vary in their purpose, and to some degree in their orchestration / setup: - **Build node**: This refers to the environment where configuration documents are built for your environment (e.g., your laptop) - **Genesis node**: The "genesis" or "seed node" refers to a node used to get a new deployment off the ground, and is the first node built in a new deployment environment - **Control / Master nodes**: The nodes that make up the control plane. (Note that the genesis node will be one of the controller nodes) - **Compute / Worker Nodes**: The nodes that make up the data plane Hardware Preparation -------------------- The Seaworthy site reference shows a production-worthy deployment that includes multiple disks, as well as redundant/bonded network configuration. Airship hardware requirements are flexible, and the system can be deployed with very minimal requirements if needed (e.g., single disk, single network). For simplified non-bonded, and single disk examples, see `Airsloop `__. BIOS and IPMI ~~~~~~~~~~~~~ 1. Virtualization enabled in BIOS 2. IPMI enabled in server BIOS (e.g., IPMI over LAN option enabled) 3. IPMI IPs assigned, and routed to the environment you will deploy into Note: Firmware bugs related to IPMI are common. Ensure you are running the latest firmware version for your hardware. Otherwise, it is recommended to perform an iLo/iDrac reset, as IPMI bugs with long-running firmware are not uncommon. 4. Set PXE as first boot device and ensure the correct NIC is selected for PXE. Disk ~~~~ 1. For servers that are in the control plane (including genesis): - Two-disk RAID-1: Operating System - Two disks JBOD: Ceph Journal/Meta for control plane - Remaining disks JBOD: Ceph OSD for control plane 2. For servers that are in the tenant data plane (compute nodes): - Two-disk RAID-1: Operating System - Two disks JBOD: Ceph Journal/Meta for tenant-ceph - Two disks JBOD: Ceph OSD for tenant-ceph - Remaining disks configured according to the host profile target for each given server (e.g., RAID-10 for OpenStack ephemeral). Network ~~~~~~~ 1. You have a dedicated PXE interface on untagged/native VLAN, 1x1G interface (eno1) 2. You have VLAN segmented networks, 2x10G bonded interfaces (enp67s0f0 and enp68s0f1) - Management network (routed/OAM) - Calico network (Kubernetes control channel) - Storage network - Overlay network - Public network See detailed network configuration in the ``site/${NEW_SITE}/networks/physical/networks.yaml`` configuration file. Hardware sizing and minimum requirements ---------------------------------------- +-----------------+----------+----------+----------+ | Node | Disk | Memory | CPU | +=================+==========+==========+==========+ | Build (laptop) | 10 GB | 4 GB | 1 | +-----------------+----------+----------+----------+ | Genesis/Control | 500 GB | 64 GB | 24 | +-----------------+----------+----------+----------+ | Compute | N/A* | N/A* | N/A* | +-----------------+----------+----------+----------+ * Workload driven (determined by host profile) See detailed hardware configuration in the ``site/${NEW_SITE}/networks/profiles`` folder. Establishing build node environment ----------------------------------- 1. On the machine you wish to use to generate deployment files, install required tooling .. code-block:: bash sudo apt -y install docker.io git 2. Clone the ``treasuremap`` git repo as follows .. code-block:: bash git clone https://opendev.org/airship/treasuremap.git cd treasuremap && git checkout Building site documents ----------------------- This section goes over how to put together site documents according to your specific environment and generate the initial Promenade bundle needed to start the site deployment. Preparing deployment documents ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ In its current form, Pegleg provides an organized structure for YAML elements that separates common site elements (i.e., ``global`` folder) from unique site elements (i.e., ``site`` folder). To gain a full understanding of the Pegleg structure, it is highly recommended to read the Pegleg documentation on this topic `here `__. The ``seaworthy`` site may be used as reference site. It is the principal pipeline for integration and continuous deployment testing of Airship. Change directory to the ``site`` folder and copy the ``seaworthy`` site as follows: .. code-block:: bash NEW_SITE=mySite # replace with the name of your site cd treasuremap/site cp -r seaworthy $NEW_SITE Remove ``seaworthy`` specific certificates. .. code-block:: bash rm -f site/${NEW_SITE}/secrets/certificates/certificates.yaml You will then need to manually make changes to these files. These site manifests are heavily commented to explain parameters, and more importantly identify all of the parameters that need to change when authoring a new site. These areas which must be updated for a new site are flagged with the label ``NEWSITE-CHANGEME`` in YAML comments. Search for all instances of ``NEWSITE-CHANGEME`` in your new site definition. Then follow the instructions that accompany the tag in order to make all needed changes to author your new Airship site. Because some files depend on (or will repeat) information from others, the order in which you should build your site files is as follows: 1. site/$NEW\_SITE/networks/physical/networks.yaml 2. site/$NEW\_SITE/baremetal/nodes.yaml 3. site/$NEW\_SITE/networks/common-addresses.yaml 4. site/$NEW\_SITE/pki/pki-catalog.yaml 5. All other site files Register DNS names ~~~~~~~~~~~~~~~~~~ Airship has two virtual IPs. See ``data.vip`` in section of ``site/${NEW_SITE}/networks/common-addresses.yaml`` configuration file. Both are implemented via Kubernetes ingress controller and require FQDNs/DNS. Register the following list of DNS names: :: +---+---------------------------+-------------+ | A | iam-sw.DOMAIN | ingress-vip | | A | shipyard-sw.DOMAIN | ingress-vip | +---+---------------------------+-------------+ | A | cloudformation-sw.DOMAIN | ingress-vip | | A | compute-sw.DOMAIN | ingress-vip | | A | dashboard-sw.DOMAIN | ingress-vip | | A | grafana-sw.DOMAIN | ingress-vip | +---+---------------------------+-------------+ | A | identity-sw.DOMAIN | ingress-vip | | A | image-sw.DOMAIN | ingress-vip | | A | kibana-sw.DOMAIN | ingress-vip | | A | nagios-sw.DOMAIN | ingress-vip | | A | network-sw.DOMAIN | ingress-vip | | A | nova-novncproxy-sw.DOMAIN | ingress-vip | | A | object-store-sw.DOMAIN | ingress-vip | | A | orchestration-sw.DOMAIN | ingress-vip | | A | placement-sw.DOMAIN | ingress-vip | | A | volume-sw.DOMAIN | ingress-vip | +---+---------------------------+-------------+ | A | maas-sw.DOMAIN | maas-vip | | A | drydock-sw.DOMAIN | maas-vip | +---+---------------------------+-------------+ Here ``DOMAIN`` is a name of ingress domain, you can find it in the ``data.dns.ingress_domain`` section of ``site/${NEW_SITE}/secrets/certificates/ingress.yaml`` configuration file. Run the following command to get an up-to-date list of required DNS names: .. code-block:: bash grep -E 'host: .+DOMAIN' site/${NEW_SITE}/software/config/endpoints.yaml | \ sort -u | awk '{print $2}' Update Secrets ~~~~~~~~~~~~~~ Replace public SSH key under ``site/${NEW_SITE}/secrets/publickey/airship_ssh_public_key.yaml`` with a lab specific SSH public key. This key is used for MAAS initial deployment as well as the default user for Divingbell ``site/${NEW_SITE}/software/charts/ucp/divingbell/divingbell.yaml``. Add additional keys and Divingbell substitutions for any other users that require SSH access to the deployed servers. See more details at ``__. Replace passphrases under ``site/${NEW_SITE}/secrets/passphrases/`` with random generated ones: - Passphrases generation ``openssl rand -hex 10`` - UUID generation ``uuidgen`` (e.g., for Ceph filesystem ID) - Update ``secrets/passphrases/ipmi_admin_password.yaml`` with IPMI password - Update ``secrets/passphrases/ubuntu_crypt_password.yaml`` with password hash: .. code-block:: python python3 -c "from crypt import *; print(crypt('', METHOD_SHA512))" Configure certificates in ``site/${NEW_SITE}/secrets/certificates/ingress.yaml``, they need to be issued for the domains configured in the ``Register DNS names`` section. .. caution:: It is required to configure valid certificates. Self-signed certificates are not supported. Control Plane & Tenant Ceph Cluster Notes ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Configuration variables for ceph control plane are located in: - ``site/${NEW_SITE}/software/charts/ucp/ceph/ceph-osd.yaml`` - ``site/${NEW_SITE}/software/charts/ucp/ceph/ceph-client.yaml`` Configuration variables for tenant ceph are located in: - ``site/${NEW_SITE}/software/charts/osh/openstack-tenant-ceph/ceph-osd.yaml`` - ``site/${NEW_SITE}/software/charts/osh/openstack-tenant-ceph/ceph-client.yaml`` Configuration summary: - data/values/conf/storage/osd[\*]/data/location: The block device that will be formatted by the Ceph chart and used as a Ceph OSD disk - data/values/conf/storage/osd[\*]/journal/location: The block device backing the ceph journal used by this OSD. Refer to the journal paradigm below. - data/values/conf/pool/target/osd: Number of OSD disks on each node Assumptions: 1. Ceph OSD disks are not configured for any type of RAID. Instead, they are configured as JBOD when connected through a RAID controller. If the RAID controller does not support JBOD, put each disk in its own RAID-0 and enable RAID cache and write-back cache if the RAID controller supports it. 2. Ceph disk mapping, disk layout, journal and OSD setup is the same across Ceph nodes, with only their role differing. Out of the 4 control plane nodes, we expect to have 3 actively participating in the Ceph quorum, and the remaining 1 node designated as a standby Ceph node which uses a different control plane profile (cp\_*-secondary) than the other three (cp\_*-primary). 3. If performing a fresh install, disks are unlabeled or not labeled from a previous Ceph install, so that Ceph chart will not fail disk initialization. .. important:: It is highly recommended to use SSD devices for Ceph Journal partitions. If you have an operating system available on the target hardware, you can determine HDD and SSD devices with: .. code-block:: bash lsblk -d -o name,rota where a ``rota`` (rotational) value of ``1`` indicates a spinning HDD, and where a value of ``0`` indicates non-spinning disk (i.e., SSD). (Note: Some SSDs still report a value of ``1``, so it is best to go by your server specifications). For OSDs, pass in the whole block device (e.g., ``/dev/sdd``), and the Ceph chart will take care of disk partitioning, formatting, mounting, etc. For Ceph Journals, you can pass in a specific partition (e.g., ``/dev/sdb1``). Note that it's not required to pre-create these partitions. The Ceph chart will create journal partitions automatically if they don't exist. By default the size of every journal partition is 10G. Make sure there is enough space available to allocate all journal partitions. Consider the following example where: - /dev/sda is an operating system RAID-1 device (SSDs for OS root) - /dev/sd[bc] are SSDs for ceph journals - /dev/sd[efgh] are HDDs for OSDs The data section of this file would look like: .. code-block:: yaml data: values: conf: storage: osd: - data: type: block-logical location: /dev/sde journal: type: block-logical location: /dev/sdb1 - data: type: block-logical location: /dev/sdf journal: type: block-logical location: /dev/sdb2 - data: type: block-logical location: /dev/sdg journal: type: block-logical location: /dev/sdc1 - data: type: block-logical location: /dev/sdh journal: type: block-logical location: /dev/sdc2 Manifest linting and combining layers ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ After constituent YAML configurations are finalized, use Pegleg to lint your manifests. Resolve any issues that result from linting before proceeding: .. code-block:: bash sudo tools/airship pegleg site -r /target lint $NEW_SITE Note: ``P001`` and ``P005`` linting errors are expected for missing certificates, as they are not generated until the next section. You may suppress these warnings by appending ``-x P001 -x P005`` to the lint command. Next, use Pegleg to perform the merge that will yield the combined global + site type + site YAML: .. code-block:: bash sudo tools/airship pegleg site -r /target collect $NEW_SITE Perform a visual inspection of the output. If any errors are discovered, you may fix your manifests and re-run the ``lint`` and ``collect`` commands. Once you have error-free output, save the resulting YAML as follows: .. code-block:: bash sudo tools/airship pegleg site -r /target collect $NEW_SITE \ -s ${NEW_SITE}_collected This output is required for subsequent steps. Lastly, you should also perform a ``render`` on the documents. The resulting render from Pegleg will not be used as input in subsequent steps, but is useful for understanding what the document will look like once Deckhand has performed all substitutions, replacements, etc. This is also useful for troubleshooting and addressing any Deckhand errors prior to submitting via Shipyard: .. code-block:: bash sudo tools/airship pegleg site -r /target render $NEW_SITE Inspect the rendered document for any errors. If there are errors, address them in your manifests and re-run this section of the document. Building the Promenade bundle ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Create an output directory for Promenade certs and run .. code-block:: bash mkdir ${NEW_SITE}_certs sudo tools/airship promenade generate-certs \ -o /target/${NEW_SITE}_certs /target/${NEW_SITE}_collected/*.yaml Estimated runtime: About **1 minute** After the certificates has been successfully created, copy the generated certificates into the security folder. Example: .. code-block:: bash mkdir -p site/${NEW_SITE}/secrets/certificates sudo cp ${NEW_SITE}_certs/certificates.yaml \ site/${NEW_SITE}/secrets/certificates/certificates.yaml Regenerate collected YAML files to include copied certificates: .. code-block:: bash sudo rm -rf ${NEW_SITE}_collected ${NEW_SITE}_certs sudo tools/airship pegleg site -r /target collect $NEW_SITE \ -s ${NEW_SITE}_collected Finally, create the Promenade bundle: .. code-block:: bash mkdir ${NEW_SITE}_bundle sudo tools/airship promenade build-all --validators \ -o /target/${NEW_SITE}_bundle /target/${NEW_SITE}_collected/*.yaml Genesis node ------------ Initial setup ~~~~~~~~~~~~~ Before starting, ensure that the BIOS and IPMI settings match those stated previously in this document. Also ensure that the hardware RAID is setup for this node per the control plane disk configuration stated previously in this document. Then, start with a manual install of Ubuntu 16.04 on the genesis node, the node you will use to seed the rest of your environment. Use standard `Ubuntu ISO `__. Ensure to select the following: - UTC timezone - Hostname that matches the genesis hostname given in ``data.genesis.hostname`` in ``site/${NEW_SITE}/networks/common-addresses.yaml``. - At the ``Partition Disks`` screen, select ``Manual`` so that you can setup the same disk partitioning scheme used on the other control plane nodes that will be deployed by MaaS. Select the first logical device that corresponds to one of the RAID-1 arrays already setup in the hardware controller. On this device, setup partitions matching those defined for the ``bootdisk`` in your control plane host profile found in ``site/${NEW_SITE}/profiles/host``. (e.g., 30G for /, 1G for /boot, 100G for /var/log, and all remaining storage for /var). Note that the volume size syntax looking like ``>300g`` in Drydock means that all remaining disk space is allocated to this volume, and that volume needs to be at least 300G in size. - When you get to the prompt, "How do you want to manage upgrades on this system?", choose "No automatic updates" so that packages are only updated at the time of our choosing (e.g., maintenance windows). - Ensure the grub bootloader is also installed to the same logical device as in the previous step (this should be default behavior). After installation, ensure the host has outbound internet access and can resolve public DNS entries (e.g., ``nslookup google.com``, ``curl https://www.google.com``). Ensure that the deployed genesis hostname matches the hostname in ``data.genesis.hostname`` in ``site/${NEW_SITE}/networks/common-addresses.yaml``. If it does not match, then either change the hostname of the node to match the configuration documents, or re-generate the configuration with the correct hostname. To change the hostname of the deployed node, you may run the following: .. code-block:: bash sudo hostname $NEW_HOSTNAME sudo sh -c "echo $NEW_HOSTNAME > /etc/hostname" sudo vi /etc/hosts # Anywhere the old hostname appears in the file, replace # with the new hostname Or, as an alternative, update the genesis hostname in the site definition and then repeat the steps in the previous two sections, "Manifest linting and combining layers" and "Building the Promenade bundle". Installing matching kernel version ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Install the same kernel version on the genesis host that MaaS will use to deploy new baremetal nodes. To do this, first you must determine the kernel version that will be deployed to those nodes. Start by looking at the host profile definition used to deploy other control plane nodes by searching for ``control-plane: enabled``. Most likely this will be a file under ``global/profiles/host``. In this file, find the kernel info. Example: .. code-block:: bash platform: image: 'xenial' kernel: 'hwe-16.04' kernel_params: kernel_package: 'linux-image-4.15.0-46-generic' It is recommended to install matching (and previously tested) kernel .. code-block:: bash sudo apt-get install linux-image-4.15.0-46-generic Check the installed packages on the genesis host with ``dpkg --list``. If there are any later kernel versions installed, remove them with ``sudo apt remove``, so that the newly installed kernel is the latest available. Boot the genesis node using the installed kernel. Install ntpdate/ntp ~~~~~~~~~~~~~~~~~~~ Install and run ntpdate, to ensure a reasonably sane time on genesis host before proceeding: .. code-block:: bash sudo apt -y install ntpdate sudo ntpdate ntp.ubuntu.com If your network policy does not allow time sync with external time sources, specify a local NTP server instead of using ``ntp.ubuntu.com``. Then, install the NTP client: .. code-block:: bash sudo apt -y install ntp Add the list of NTP servers specified in ``data.ntp.servers_joined`` in file ``site/${NEW_SITE}/networks/common-address.yaml`` to ``/etc/ntp.conf`` as follows: :: pool NTP_SERVER1 iburst pool NTP_SERVER2 iburst (repeat for each NTP server with correct NTP IP or FQDN) Then, restart the NTP service: .. code-block:: bash sudo service ntp restart If you cannot get good time to your selected time servers, consider using alternate time sources for your deployment. Disable the apparmor profile for ntpd: .. code-block:: bash sudo ln -s /etc/apparmor.d/usr.sbin.ntpd /etc/apparmor.d/disable/ sudo apparmor_parser -R /etc/apparmor.d/usr.sbin.ntpd This prevents an issue with the MaaS containers, which otherwise get permission denied errors from apparmor when the MaaS container tries to leverage libc6 for /bin/sh when MaaS container ntpd is forcefully disabled. Promenade bootstrap ~~~~~~~~~~~~~~~~~~~ Copy the ``${NEW_SITE}_bundle`` directory from the build node to the genesis node, into the home directory of the user there (e.g., ``/home/ubuntu``). Then, run the following script as sudo on the genesis node: .. code-block:: bash cd ${NEW_SITE}_bundle sudo ./genesis.sh Estimated runtime: **1h** Following completion, run the ``validate-genesis.sh`` script to ensure correct provisioning of the genesis node: .. code-block:: bash cd ${NEW_SITE}_bundle sudo ./validate-genesis.sh Estimated runtime: **2m** Deploy Site with Shipyard ------------------------- Export valid login credentials for one of the Airship Keystone users defined for the site. Currently there are no authorization checks in place, so the credentials for any of the site-defined users will work. For example, we can use the ``shipyard`` user, with the password that was defined in ``site/${NEW_SITE}/secrets/passphrases/ucp_shipyard_keystone_password.yaml``. Example: .. code-block:: bash export OS_AUTH_URL="https://iam-sw.DOMAIN:443/v3" export OS_USERNAME=shipyard export OS_PASSWORD=password123 Next, load collected site manifests to Shipyard .. code-block:: bash sudo -E tools/airship shipyard create configdocs ${NEW_SITE} \ --directory=/target/${NEW_SITE}_collected sudo tools/airship shipyard commit configdocs Estimated runtime: **3m** Now deploy the site with shipyard: .. code-block:: bash tools/airship shipyard create action deploy_site Estimated runtime: **3h** Check periodically for successful deployment: .. code-block:: bash tools/airship shipyard get actions tools/airship shipyard describe action/ Disable password-based login on genesis --------------------------------------- Before proceeding, verify that your SSH access to the genesis node is working with your SSH key (i.e., not using password-based authentication). Then, disable password-based SSH authentication on genesis in ``/etc/ssh/sshd_config`` by uncommenting the ``PasswordAuthentication`` and setting its value to ``no``. Example: :: PasswordAuthentication no Then, restart the ssh service: :: sudo systemctl restart ssh