072ebdc1f1
* turn on apidocs option for individual module docs * crosslink to information using :doc: and :ref: Change-Id: Ie8016623251fb0f55335c64252060d4ce966dc96
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=================
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How To Contribute
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=================
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Basics
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~~~~~~
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* Our source code is hosted on `OpenStack GitHub`_, but please do not send pull
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requests there.
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* Please follow usual OpenStack `Gerrit Workflow`_ to submit a patch.
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* Update change log in README.rst on any significant change.
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* It goes without saying that any code change should by accompanied by unit
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tests.
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* Note the branch you're proposing changes to. ``master`` is the current focus
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of development, use ``stable/VERSION`` for proposing an urgent fix, where
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``VERSION`` is the current stable series. E.g. at the moment of writing the
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stable branch is ``stable/1.0``.
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* Please file an RFE in StoryBoard_ for any significant code change and a
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regular story for any significant bug fix.
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.. _OpenStack GitHub: https://github.com/openstack/ironic-inspector
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.. _Gerrit Workflow: https://docs.openstack.org/infra/manual/developers.html#development-workflow
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.. _StoryBoard: https://storyboard.openstack.org/#!/project/944
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Development Environment
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~~~~~~~~~~~~~~~~~~~~~~~
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First of all, install *tox* utility. It's likely to be in your distribution
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repositories under name of ``python-tox``. Alternatively, you can install it
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from PyPI.
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Next checkout and create environments::
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git clone https://github.com/openstack/ironic-inspector.git
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cd ironic-inspector
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tox
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Repeat *tox* command each time you need to run tests. If you don't have Python
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interpreter of one of supported versions (currently 3.6 and 3.7), use
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``-e`` flag to select only some environments, e.g.
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::
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tox -e py36
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.. note::
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This command also runs tests for database migrations. By default the sqlite
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backend is used. For testing with mysql or postgresql, you need to set up
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a db named 'openstack_citest' with user 'openstack_citest' and password
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'openstack_citest' on localhost. Use the script
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``tools/test_setup.sh`` to set the database up the same way as
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done in the OpenStack CI environment.
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.. note::
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Users of Fedora <= 23 will need to run "sudo dnf --releasever=24 update
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python-virtualenv" to run unit tests
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To run the functional tests, use::
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tox -e func
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Once you have added new state or transition into inspection state machine, you
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should regenerate :ref:`State machine diagram <state_machine_diagram>` with::
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tox -e genstates
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Run the service with::
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.tox/py36/bin/ironic-inspector --config-file example.conf
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Of course you may have to modify ``example.conf`` to match your OpenStack
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environment. See the `install guide <../install#sample-configuration-files>`_
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for information on generating or downloading an example configuration file.
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You can develop and test **ironic-inspector** using DevStack - see
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`Deploying Ironic Inspector with DevStack`_ for the current status.
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Deploying Ironic Inspector with DevStack
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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`DevStack <https://docs.openstack.org/devstack/latest/>`_ provides a way to
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quickly build a full OpenStack development environment with requested
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components. There is a plugin for installing **ironic-inspector** in DevStack.
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Installing **ironic-inspector** requires a machine running Ubuntu 14.04 (or
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later) or Fedora 23 (or later). Make sure this machine is fully up to date and
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has the latest packages installed before beginning this process.
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Download DevStack::
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git clone https://git.openstack.org/openstack-dev/devstack.git
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cd devstack
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Create ``local.conf`` file with minimal settings required to
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enable both the **ironic** and the **ironic-inspector**. You can start with the
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`Example local.conf`_ and extend it as needed.
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Example local.conf
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------------------
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.. literalinclude:: ../../../devstack/example.local.conf
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Notes
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-----
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* Set IRONIC_INSPECTOR_BUILD_RAMDISK to True if you want to build ramdisk.
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Default value is False and ramdisk will be downloaded instead of building.
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* 1024 MiB of RAM is a minimum required for the default build of IPA based on
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CoreOS. If you plan to use another operating system and build IPA with
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diskimage-builder 2048 MiB is recommended.
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* Network configuration is pretty sensitive, better not to touch it
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without deep understanding.
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* This configuration disables **horizon**, **heat**, **cinder** and
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**tempest**, adjust it if you need these services.
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Start the install::
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./stack.sh
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Usage
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-----
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After installation is complete, you can source ``openrc`` in your shell, and
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then use the OpenStack CLI to manage your DevStack::
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source openrc admin demo
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Show DevStack screens::
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screen -x stack
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To exit screen, hit ``CTRL-a d``.
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List baremetal nodes::
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baremetal node list
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Bring the node to manageable state::
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baremetal node manage <NodeID>
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Inspect the node::
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baremetal node inspect <NodeID>
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.. note::
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The deploy driver used must support the inspect interface. See also the
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`Ironic Python Agent
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<https://docs.openstack.org/ironic/latest/admin/drivers/ipa.html>`_.
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A node can also be inspected using the following command. However, this will
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not affect the provision state of the node::
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baremetal introspection start <NodeID>
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Check inspection status::
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baremetal introspection status <NodeID>
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Optionally, get the inspection data::
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baremetal introspection data save <NodeID>
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Writing a Plugin
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~~~~~~~~~~~~~~~~
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* **ironic-inspector** allows you to hook code into the data processing chain
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after introspection. Inherit ``ProcessingHook`` class defined in
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:doc:`/contributor/api/ironic_inspector.plugins.base` and overwrite any or
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both of the following methods:
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``before_processing(introspection_data,**)``
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called before any data processing, providing the raw data. Each plugin in
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the chain can modify the data, so order in which plugins are loaded
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matters here. Returns nothing.
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``before_update(introspection_data,node_info,**)``
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called after node is found and ports are created, but before data is
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updated on a node. Please refer to the docstring for details
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and examples.
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You can optionally define the following attribute:
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``dependencies``
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a list of entry point names of the hooks this hook depends on. These
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hooks are expected to be enabled before the current hook.
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Make your plugin a setuptools entry point under
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``ironic_inspector.hooks.processing`` namespace and enable it in the
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configuration file (``processing.processing_hooks`` option).
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* **ironic-inspector** allows plugins to override the action when node is not
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found in node cache. Write a callable with the following signature:
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``(introspection_data,**)``
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called when node is not found in cache, providing the processed data.
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Should return a ``NodeInfo`` class instance.
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Make your plugin a setuptools entry point under
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``ironic_inspector.hooks.node_not_found`` namespace and enable it in the
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configuration file (``processing.node_not_found_hook`` option).
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* **ironic-inspector** allows more condition types to be added for
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:ref:`Introspection Rules <introspection_rules>`.
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Inherit ``RuleConditionPlugin`` class defined in
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:doc:`/contributor/api/ironic_inspector.plugins.base` and overwrite at least
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the following method:
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``check(node_info,field,params,**)``
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called to check that condition holds for a given field. Field value is
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provided as ``field`` argument, ``params`` is a dictionary defined
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at the time of condition creation. Returns boolean value.
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The following methods and attributes may also be overridden:
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``validate(params,**)``
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called to validate parameters provided during condition creating.
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Default implementation requires keys listed in ``REQUIRED_PARAMS`` (and
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only them).
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``REQUIRED_PARAMS``
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contains set of required parameters used in the default implementation
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of ``validate`` method, defaults to ``value`` parameter.
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``ALLOW_NONE``
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if it's set to ``True``, missing fields will be passed as ``None``
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values instead of failing the condition. Defaults to ``False``.
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Make your plugin a setuptools entry point under
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``ironic_inspector.rules.conditions`` namespace.
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* **ironic-inspector** allows more action types to be added for
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:ref:`Introspection Rules <introspection_rules>`.
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Inherit ``RuleActionPlugin`` class defined in
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:doc:`/contributor/api/ironic_inspector.plugins.base` and overwrite at least
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the following method:
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``apply(node_info,params,**)``
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called to apply the action.
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The following methods and attributes may also be overridden:
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``validate(params,**)``
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called to validate parameters provided during actions creating.
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Default implementation requires keys listed in ``REQUIRED_PARAMS`` (and
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only them).
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``REQUIRED_PARAMS``
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contains set of required parameters used in the default implementation
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of ``validate`` method, defaults to no parameters.
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Make your plugin a setuptools entry point under
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``ironic_inspector.rules.conditions`` namespace.
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.. note::
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``**`` argument is needed so that we can add optional arguments without
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breaking out-of-tree plugins. Please make sure to include and ignore it.
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Making changes to the database
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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In order to make a change to the ironic-inspector database you must update the
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database models found in :doc:`/contributor/api/ironic_inspector.db` and then
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create a migration to reflect that change.
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There are two ways to create a migration which are described below, both of
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these generate a new migration file. In this file there is only one function:
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* ``upgrade`` - The function to run when
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``ironic-inspector-dbsync upgrade`` is run, and should be populated with
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code to bring the database up to its new state from the state it was in
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after the last migration.
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For further information on creating a migration, refer to
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`Create a Migration Script`_ from the alembic documentation.
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Autogenerate
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------------
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This is the simplest way to create a migration. Alembic will compare the models
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to an up to date database, and then attempt to write a migration based on the
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differences. This should generate correct migrations in most cases however
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there are some cases when it can not detect some changes and may require
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manual modification, see `What does Autogenerate Detect (and what does it not
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detect?)`_ from the alembic documentation.
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::
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ironic-inspector-dbsync upgrade
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ironic-inspector-dbsync revision -m "A short description" --autogenerate
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Manual
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------
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This will generate an empty migration file, with the correct revision
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information already included. However the upgrade function is left empty
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and must be manually populated in order to perform the correct actions on
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the database::
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ironic-inspector-dbsync revision -m "A short description"
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.. _Create a Migration Script: http://alembic.zzzcomputing.com/en/latest/tutorial.html#create-a-migration-script
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.. _What does Autogenerate Detect (and what does it not detect?): http://alembic.zzzcomputing.com/en/latest/autogenerate.html#what-does-autogenerate-detect-and-what-does-it-not-detect
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Implementing PXE Filter Drivers
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Background
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----------
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**inspector** in-band introspection PXE-boots the Ironic Python Agent "live"
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image, to inspect the baremetal server. **ironic** also PXE-boots IPA to
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perform tasks on a node, such as deploying an image. **ironic** uses
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**neutron** to provide DHCP, however **neutron** does not provide DHCP for
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unknown MAC addresses so **inspector** has to use its own DHCP/TFTP stack for
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discovery and inspection.
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When **ironic** and **inspector** are operating in the same L2 network, there
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is a potential for the two DHCPs to race, which could result in a node being
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deployed by **ironic** being PXE booted by **inspector**.
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To prevent DHCP races between the **inspector** DHCP and **ironic** DHCP,
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**inspector** has to be able to filter which nodes can get a DHCP lease from
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the **inspector** DHCP server. These filters can then be used to prevent
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node's enrolled in **ironic** inventory from being PXE-booted unless they are
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explicitly moved into the ``inspected`` state.
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Filter Interface
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----------------
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.. py:currentmodule:: ironic_inspector.pxe_filter.interface
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The contract between **inspector** and a PXE filter driver is described in the
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:class:`FilterDriver` interface. The methods a driver has to implement are:
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* :meth:`~FilterDriver.init_filter` called on the service start to initialize
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internal driver state
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* :meth:`~FilterDriver.sync` called both periodically and when a node starts or
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finishes introspection to allow or deny its ports MAC addresses in the driver
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* :meth:`~FilterDriver.tear_down_filter` called on service exit to reset the
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internal driver state
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.. py:currentmodule:: ironic_inspector.pxe_filter.base
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The driver-specific configuration is suggested to be parsed during
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instantiation. There's also a convenience generic interface implementation
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:class:`BaseFilter` that provides base locking and initialization
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implementation. If required, a driver can opt-out from the periodic
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synchronization by overriding the :meth:`~BaseFilter.get_periodic_sync_task`.
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