UEFI support for Ironic deploy drivers
This spec proposes to add support for UEFI based deployment on baremetal. Change-Id: I7496e6678d7f923cc0cefacfcb70964fbe5d4119
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Faizan Barmawer
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specs/juno/uefi-boot-for-ironic.rst
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specs/juno/uefi-boot-for-ironic.rst
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..
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This work is licensed under a Creative Commons Attribution 3.0 Unported
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License.
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http://creativecommons.org/licenses/by/3.0/legalcode
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======================================
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UEFI support for Ironic deploy drivers
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======================================
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https://blueprints.launchpad.net/ironic/+spec/uefi-boot-for-ironic
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This spec proposes to add support for UEFI based deployments on baremetal
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nodes.
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Problem description
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===================
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Most of the new hardware comes with UEFI boot mode, which has several technical
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advantages over the traditional BIOS system. The new servers also have a
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compatibility support module(CSM), which provides BIOS compatibility.
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Currently there is no provision in Ironic to let a user select and deploy a
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baremetal node having capability to boot in UEFI boot mode.
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Proposed change
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===============
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Preparing the environment
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-------------------------
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1. The operator sets the baremetal node to boot in the desired mode - bios or
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uefi.
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2. The operator can inform the boot mode to ironic using the ``capabilities``
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property of the node. The operator may add a new capability
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``boot_mode=uefi`` or ``boot_mode=bios`` in ``capabilities`` within
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``properties`` of the node.
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Preparing flavor for boot mode selection
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----------------------------------------
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The ``extra_specs`` field in the nova flavor may be used for selection of a
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machine with the desired boot mode. The operator may create a flavor with
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``boot_mode=bios`` or ``boot_mode=uefi`` to select a baremetal node set to
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exactly same ``boot_mode``.
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If ``boot_mode`` is not present in ``extra_specs`` of nova flavor, then nova
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scheduler may give a baremetal node configured in any boot mode.
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Pxe deploy driver changes
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-------------------------
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Changes required in PXE deploy driver to perform UEFI boot mode deploy:
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* Add new pxe config options:
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- ``uefi_pxe_bootfile_name``: specify the efi bootloader to be used.
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- ``uefi_pxe_config_template``: specify the respective efi bootloader config
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template.
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* Prepare pxe config for UEFI, by reading ``uefi_pxe_bootfile_name`` and its
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corresponding ``uefi_pxe_config_template``.
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- As of now I will use elilo.efi boot loader.
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- elilo.efi bootloader requires the configuration to be named after
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the ip-address assigned by the DHCP server. It does not recognize
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mac-address named config files.
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* Update neutron port DHCP extra opts with correct boot file for UEFI boot:
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- ``bootfile-name``: value should be fetched from ``uefi_pxe_bootfile_name``
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Other deploy driver changes
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---------------------------
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Other deploy drivers may handle the uefi boot option in their deploy driver
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code to support UEFI boot mode.
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Some deploy drivers (like iLO driver which uses proliantutils library) will be
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able to change the boot mode itself, rather than relying on admin to change
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the boot mode. Such deploy drivers may add functionality to change the boot
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mode dynamically on a request. Admin will just need to document the
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``boot_mode`` that the machine is supposed to be used (Admin need not do
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#1 in the section "Preparing the environment" above).
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Overall flow
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------------
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1. Ironic virt driver picks up ``boot_mode`` (if available) from the
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``capabilities`` field of the Ironic node and registers it as a capability
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of the hypervisor. (*NOTE*: The functionality to do this is already
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available in the proposed nova-ironic virt driver).
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2. User may select a flavor having ``boot_mode`` specified in its
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``extra_specs``.
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3. ``ComputeCapabilities`` filter of nova scheduler matches the ``boot_mode``
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(if available) against the ``boot_mode`` of the node.
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4. The deploy driver reads the ``boot_mode`` from the ``capabilities`` property
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of the node and then makes appropriate changes to deploy process to deploy
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and boot the baremetal node in the required ``boot_mode``.
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Alternatives
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------------
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* Pxe driver can support different efiboot loaders: syslinux.efi, grub, etc.
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- Different bootloaders will have different ways of preparing their
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configuration files.
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- Though pxelinux and syslinx.efi have same configuration changes, but
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syslinux.efi is not yet availabe on ubuntu 12/13/14. syslinux.efi is
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scheduled for ubuntu utopic release.
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- We will support only elilo.efi at the moment. We can later add support
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to other efi bootloader.
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* There could be other vendor specific boot modes, or other boot options
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with-in BIOS/UEFI boot modes. We can support them incrementally on top of
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these standard boot modes.
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* UEFI with local HDD boot:
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- As of now there is no support for local HDD boot with pxe driver.
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- When the deploy driver add support for local HDD boot with BIOS mode,
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they have to consider adding support for UEFI as well, if the driver
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support UEFI boot mode.
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* Selecting a partition vs whole-disk image for deploy:
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- A partition image can be installed using both bios and UEFI boot mode,
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where as a whole-disk image may ask for a specific boot_mode for deploy.
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- With a partition image we need not specify the required boot_mode.
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- As of now pxe driver supports only partition images, when we add support
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for deploy with whole-disk image, we need to specify the required boot
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mode for that image and pass it on to deploy driver.
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* Using IronicBootModeFilter to schedule both uefi and bios boot mode requests:
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- with "ComputeCapabilities" filter we can schedule predefined boot_mode
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on a node, which is capable of both uefi and bios boot modes. For example,
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if we set boot_mode:uefi in "capabilities" node property, on a node which
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is capable of both uefi and bios boot modes, then scheduler will not
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pick this node if user has specified "bios" in nova flavor.
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- With IronicBootMode filter, we can schedule both uefi and bios boot mode
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request on the same node which is capable of both boot_modes.
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Data model impact
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-----------------
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None.
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REST API impact
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---------------
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None.
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Driver API impact
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-----------------
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None.
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Nova driver impact
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------------------
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None.
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Security impact
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---------------
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This feature will enable a later enhancement to support uefi secure boot.
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Other end user impact
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---------------------
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* User can trigger a UEFI boot mode deploy by selecting a flavor with
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``boot_mode`` in the ``extra_specs`` field.
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* Ironic nodes should have additional properties to support UEFI based deploy.
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Scalability impact
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------------------
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None.
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Performance Impact
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------------------
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None.
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Other deployer impact
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---------------------
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* Operator may to set the boot mode of baremetal node to the desired one
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manually.
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* Operator may set a new capability ``boot_mode`` in ``capabilities`` within
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``properties`` of the ironic node. For example, the user may add
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``capabilities:boot_mode=uefi`` for a baremetal node which is configured for
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uefi boot mode.
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* Copy UEFI bootloader (elilo.efi) under tftp root directory.
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* Set pxe configuration parameters: ``uefi_pxe_bootfile_name`` and
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``uefi_pxe_config_template``
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Developer impact
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----------------
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Other deploy drivers may handle the uefi boot option in their deploy driver
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code to support UEFI boot mode.
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Implementation
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==============
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Assignee(s)
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-----------
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Faizan Barmawer.
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Work Items
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----------
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1. Implement the code changes for supporting uefi boot mode in pxe driver.
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2. Other drivers can implement changes required to support UEFI mechanism.
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Dependencies
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============
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None.
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Testing
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=======
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Unit tests will be added for the code.
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Documentation Impact
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====================
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Documentation should be modified to instruct admin to place efi bootloader in
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tftp root and ironic node property updation.
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References
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==========
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http://sourceforge.net/projects/elilo/
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http://webapp5.rrz.uni-hamburg.de/SuSe-Dokumentation/packages/elilo/netbooting.txt
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