Start moving Climate docs from wiki to Sphinx docs

* add common introduction and architecture information
* create more appropriate structure for REST API docs

Change-Id: I27b95aa76814f5d6bf6737c56594c7e5ba9d667c
Partially implements: blueprint climate-docs
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Dina Belova 2014-02-25 13:35:55 +04:00
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Climate architecture
====================
Climate design can be described by following diagram:
.. image:: images/climate-architecture.png
:width: 700 px
:scale: 99 %
:align: left
**climate-client** - provides the opportunity to communicate with Climate via
*REST API* (climate-api service).
**climate-api** - waits for the REST calls from the outside world to redirect
them to the manager. climate-api communicates with climate-manager via RPC.
Runs as a separated process.
**climate-manager** - implements all logic and operations with leases,
reservations and events. Communicates with Climate DB and stores there data
structure of connected leases, reservations (both physical and virtual) and
events. climate-manager service is responsible for running events created for
lease and process all actions that should be done this moment. Manager uses
resource-plugins to work with concrete resources (instances, volumes, compute
hosts). climate-manager uses Keystone trusts to commit actions on behalf of
user who has created lease before.
**resource-plugin** - responsible for exact actions to do with reserved
resources (VMs, volumes, etc.) When working knows only about resource ID and
token to use. All resource plugins work in the same process as climate-manager.
Virtual instance reservation
----------------------------
Virtual instance reservation mostly looks like usual instance booting for user
- he/she only passes special hints to Nova containing information about future
lease - lease start and end dates, its name, etc. Special Nova API extensions
parse these parameter and use them to call Climate, passing to it ID of just
created instance. If there is a need to reserve all instances in cloud (like in
developer labs to automate process of resource reclaiming), default reservation
extension might be used. By default it starts lease at the moment of request
and gives it one month of lifetime.
During the time lease has not started yet, instance will be shelved.
Compute host reservation
------------------------
Now process of compute hosts reserving contains two steps:
* admin marks hosts from common pool as possible to be reserved. That is
implemented by moving these hosts to special aggregate;
* user asks for reserving of host with specified characteristics like:
* the region
* the availability zone
* the host capabilities extra specs (scoped and non-scoped format is
accepted)
* the number of CPU cores
* the amount of free RAM
* the amount of free disk space
* the number of hosts
Technically speaking, resource ID here will be not host ID, because there might
be many of them wanted. Resource here will be new aggregate containing reserved
hosts. The time lease starts, user may use reserved compute capacity to run
his/her instances on it passing special scheduler hint to Nova. When host is
reserved, its not used for usual instance running, it might be used only when
lease starts and only by passing reservation ID to Nova. That is implemented
using special Nova Scheduler filter, that passes reservation ID to Climate and
checks if user really can use reserved compute capacity.

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@ -5,9 +5,22 @@ Climate is an OpenStack service to provide resource reservations in the
OpenStack cloud for different resource types - both virtual (instances,
volumes, stacks) and physical (hosts).
User guide
----------
Overview
--------
.. toctree::
:maxdepth: 1
rest_api_v1.0
introduction
architecture
Roadmap <https://wiki.openstack.org/wiki/Climate/Roadmap>
User guide
----------
**APIs**
.. toctree::
:maxdepth: 1
restapi/index

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Introduction
============
Idea of creating Climate originated with two different use cases:
* Compute host reservation (when user with admin privileges can reserve
hardware resources that are dedicated to the sole use of a tenant)
* Virtual machine (instance) reservation (when user may ask reservation service
to provide him working VM not necessary now, but also in the future)
Now these ideas have been transformed to more general view: with Climate user
can request the resources of cloud environment to be provided (“leased”) to his
project for specific amount on time, immediately or in future.
Both virtual (Instances, Volumes, Networks) and hardware (full hosts with
specific characteristics of RAM, CPU and etc) resources can be allocated via
“lease”.
In terms of benefits added, Resource Reservation Service will:
* improve visibility of cloud resources consumption (current and planned for
future);
* enable cloud resource planning based on current and future demand from end
users;
* automate the processes of resource allocation and reclaiming;
* provide energy efficiency for physical hosts (both compute and storage ones);
* potentially provide leases as billable items for which customers can be
charged a flat fee or a premium price depending on amount of reserved cloud
resources and their usage.
Glossary of terms
-----------------
**Reservation** is an allocation of certain cloud resource (Nova instance, Cinder
volume, compute host, etc.) to particular project. Speaking about virtual
reservations, we may have not only simple, solid ones (like already mentioned
instances and volumes), but also complex ones - like Heat stacks and Savanna
clusters. Reservation is characterized by status, resource type and identifier
and lease it belongs to.
**Lease** is a negotiation agreement between the provider (Climate, using OpenStack
resources) and the consumer (user) where the former agrees to make some kind of
resources (both virtual and physical) available to latter, based on a set of
lease terms presented by the consumer. Here lease may be described as contract
between user and reservation service about cloud resources to be provided right
now or later. Technically speaking, lease is a group of reservations granted to
particular project upon request. Lease is characterized by start time, end
time, set of individual reservations and associated events.
**Event** is simply something that may happen to lease. In most simple case event
might describe lease start and lease end. Also it might be notification to user
(e.g. about soon lease expiration) and some extra actions.
Rationale
---------
Climate is created to:
* manage cloud resources not only right now, but also in the future;
* have dedicated recourses on certain amount of time;
* prepare for the peak loads and perform capacity planning;
* optimise energy consumption.
Lease types (concepts)
----------------------
* **Immediate reservation**. Resources are provisioned immediately (like VM
boot or moving host to reserved user aggregate) or not at all. If request can
be fulfilled, lease is created and **success** status is returned. Lease
should be marked as **active** or **to_be_started**. Otherwise (if
request resource cannot be provisioned right now) failure status for this
request should be returned.
* **Reservation with retries**. Mostly looks like previous variant, but in case
of failure, user may want to have several (configurable number) retries to
process lease creation action. In this case request will be processed till
that will be possible to create lease but not more than set in configuration
file number of times.
* **Best-effort reservation**. Also might have place if lease creation request
cannot be fulfilled immediately. Best-effort mechanism starts something like
scavenger hunt trying to find resources for reservations. For compute hosts
reservation that makes much sense, because in case there are instances
belonging to other tenant on eligible hosts, and without them there will be
possible to reserve these hosts, Climate may start instances migration.
This operation can be timely and fairly complex and so different strategies
may be applied depending on heuristic factors such as the number, type and
state of the instances to be migrated. Also Climate should assert that there
are at least enough potential candidates for the migration prior to starting
the actual migration. If Climate decides to start migration, it returns
**success** state and marks lease as **in_progress**, otherwise -
**failure**. If this 'hunting' ends successfully before configurable
timeout has passed, lease should be marked as **active**, otherwise its
status is set to **timedout**.
* **Delayed resource acquiring** or **scheduled reservation**. In this
reservation type lease is created successfully if Climate thinks there will
be enough resources to process provisioning later (otherwise this request
returns **failure** status). Lease is marked as **inactive** till all
resources will be actually provisioned. That works pretty nice and
predictable speaking about compute hosts reservation (because hosts as
resources are got not from common cloud pool, but from admin defined pool).
So Climate is possible to predict these physical resources usage and use that
information during lease creation. If we speak about virtual reservations,
here situation is more complicated, because all resources are got from common
cloud resources pool, and Climate cannot guarantee there will be enough
resources to provision them. In this failure case lease state will be marked
as **error** with appropriate explanation.

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Climate REST API docs
*********************
This page includes documentation for Climate APIs.
.. toctree::
:maxdepth: 1
rest_api_v1.0