PXE configuration guide for unmanaged inspection
To a large extent, copy-paste from the Inspector docs. Adjusted some wording to be more generic. Migrated the (un)managed docs since they apply to both implementations and are important for understanding. Change-Id: I7d6cdb34f1ffce53b3cac48c8e2df09f8a861422
This commit is contained in:
Dmitry Tantsur
parent
76f68582d6
commit
92eb542511
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@ -48,23 +48,24 @@ node:
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Inspection
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----------
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If using :ref:`in-band inspection`, you need to tell ironic-inspector not to
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power off nodes afterwards. Depending on the inspection mode (managed or
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unmanaged), you need to configure two places. In ``ironic.conf``:
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If using :ref:`in-band inspection`, you need to tell ironic or ironic-inspector
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not to power off nodes afterwards. Depending on the inspection mode (managed or
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unmanaged, with ironic-inspector or without), you need to configure two places.
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In ``ironic.conf``:
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.. code-block:: ini
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[inspector]
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power_off = false
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And in ``inspector.conf``:
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And in ``inspector.conf`` (if needed):
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.. code-block:: ini
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[processing]
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power_off = false
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Finally, you need to update the :ironic-inspector-doc:`inspection PXE
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configuration <install/index.html#configuration>` to include the
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Finally, you need to update the :ref:`inspection PXE/iPXE
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configuration <configure-unmanaged-inspection>` to include the
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``ipa-api-url`` kernel parameter, pointing at the **ironic** endpoint, in
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addition to the existing ``ipa-inspection-callback-url``.
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@ -32,54 +32,11 @@ configuration file must be set:
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add_ports = all
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keep_ports = present
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There are two modes of in-band inspection: `managed inspection`_ and `unmanaged
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inspection`_.
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Managed and unmanaged inspection
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--------------------------------
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There are two modes of in-band inspection: *managed* inspection and *unmanaged*
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inspection. See :doc:`/admin/inspection/managed` for more details.
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.. _ironic-inspector: https://pypi.org/project/ironic-inspector
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.. _python-ironicclient: https://pypi.org/project/python-ironicclient
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Managed inspection
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~~~~~~~~~~~~~~~~~~
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Inspection is *managed* when the Bare Metal conductor fully configures the node
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for inspection, including setting boot device, boot mode and power state. This
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is the only way to conduct inspection using :ref:`redfish-virtual-media` or
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with :doc:`/admin/dhcp-less`. This mode is engaged automatically when the node
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has sufficient information to configure boot (e.g. ports in case of iPXE).
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There are a few configuration options that tune managed inspection, the most
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important is ``extra_kernel_params``, which allows adding kernel parameters for
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inspection specifically. This is where you can configure
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:ironic-python-agent-doc:`inspection collectors and other parameters
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<admin/how_it_works.html#inspection>`, for example:
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.. code-block:: ini
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[inspector]
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extra_kernel_params = ipa-inspection-collectors=default,logs ipa-collect-lldp=1
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For the callback URL the ironic-inspector endpoint from the service catalog is
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used. If you want to override the endpoint for callback only, set the following
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option:
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.. code-block:: ini
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[inspector]
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callback_endpoint_override = https://example.com/baremetal-introspection/v1/continue
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Unmanaged inspection
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~~~~~~~~~~~~~~~~~~~~
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Under *unmanaged* inspection we understand in-band inspection orchestrated by
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ironic-inspector or a third party. This was the only inspection mode before the
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Ussuri release, and it is still used when the node's boot cannot be configured
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by the conductor. The options described above do not affect unmanaged
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inspection. See :ironic-inspector-doc:`ironic-inspector installation guide
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<install/index.html>` for more information.
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If you want to **prevent** unmanaged inspection from working, set this option:
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.. code-block:: ini
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[inspector]
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require_managed_boot = True
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@ -1,8 +1,66 @@
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Managed and unmanaged inspection
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================================
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In-band inspection can be *managed* or *unmanaged*. Please see :doc:`the
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Inspector documentation <inspector>` for information on these concepts and
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how to configure them.
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In-band inspection can be *managed* or *unmanaged*. This document explains the
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difference between these two concepts and applies both to the built-in in-band
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inspection and to :doc:`/admin/inspection/inspector`.
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.. TODO(dtantsur): migrate that information here once inspector is deprecated
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Managed inspection
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~~~~~~~~~~~~~~~~~~
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Inspection is *managed* when the Bare Metal conductor fully configures the node
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for inspection, including setting boot device, boot mode and power state. This
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is the only way to conduct inspection using :ref:`redfish-virtual-media` or
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with :doc:`/admin/dhcp-less`. This mode is engaged automatically when the node
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has sufficient information to configure boot (e.g. ports in case of iPXE).
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There are a few configuration options that tune managed inspection, the most
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important is ``extra_kernel_params``, which allows adding kernel parameters for
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inspection specifically. This is where you can configure
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:ironic-python-agent-doc:`inspection collectors and other parameters
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<admin/how_it_works.html#inspection>`, for example:
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.. code-block:: ini
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[inspector]
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extra_kernel_params = ipa-inspection-collectors=default,logs ipa-collect-lldp=1
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For the callback URL the ironic-inspector endpoint from the service catalog is
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used. If you want to override the endpoint for callback only, set the following
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option:
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.. code-block:: ini
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[inspector]
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callback_endpoint_override = https://example.com/baremetal-introspection/v1/continue
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For the built-in inspection, the bare metal API endpoint can be overriden
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instead:
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.. code-block:: ini
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[service_catalog]
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endpoint_override = https://example.com/baremetal
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.. _unmanaged-inspection:
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Unmanaged inspection
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~~~~~~~~~~~~~~~~~~~~
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Under *unmanaged* inspection we understand in-band inspection where the boot
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configuration (iPXE scripts, DHCP options, etc) is not provided
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by the Bare Metal service. In this case, the node is simply set to boot from
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network and powered on. The operator is responsible for the correct network
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boot configuration, e.g. as explained in :ref:`configure-unmanaged-inspection`.
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Unmanaged inspection was the only inspection mode before the Ussuri release,
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and it is still used when the node's boot cannot be configured by the
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conductor. The options described above do not affect unmanaged inspection.
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Unmanaged inspection is currently enabled by default but will be disabled
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in the near future. To enable it, set ``require_managed_boot`` to ``False``:
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.. code-block:: ini
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[inspector]
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require_managed_boot = False
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@ -469,3 +469,125 @@ those paths will be created using configuration parameter
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the configuration parameter ``[pxe]file_permission``. Absolute destination
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paths are not supported and will result in ironic failing to start up as
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it is a misconfiguration of the deployment.
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.. _configure-unmanaged-inspection:
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Configuring unmanaged in-band inspection
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----------------------------------------
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This section must be followed if you intend to use :ref:`unmanaged-inspection`
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without ironic-inspector. For ironic-inspector support, check `its installation
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guide
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<https://docs.openstack.org/ironic-inspector/latest/install/index.html#configuration>`_.
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With PXE
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~~~~~~~~
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After you followed `TFTP Server Setup`_, you need to create the default PXE
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configuration. Populate ``/tftpboot/pxelinux.cfg/default`` with the following
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contents::
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default introspect
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label introspect
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kernel ironic-python-agent.kernel
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append initrd=ironic-python-agent.initramfs ipa-inspection-callback-url=http://{IP}:6385/v1/continue_inspection systemd.journald.forward_to_console=yes
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ipappend 3
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Instead of ``http://{IP}:6385/v1/continue_inspection``, insert the correct Bare
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Metal API endpoint, keeping the mandatory ``/v1/continue_inspection`` suffix.
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You may also populate other IPA options (e.g. ``ipa-debug=1`` for detailed
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logging, ``ipa-inspection-collectors`` to customize the inspection process,
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or ``ipa-api-url`` to enable :doc:`/admin/fast-track`).
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Second, you need to configure DHCP for unknows hosts since the OpenStack
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Networking service won't be able to handle them. For instance, you can install
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**dnsmasq** and use the following ``/etc/dnsmasq.conf``:
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.. code-block:: ini
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port=0
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interface={INTERFACE}
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bind-interfaces
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dhcp-range={DHCP IP RANGE, e.g. 192.168.0.50,192.168.0.150}
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enable-tftp
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tftp-root=/tftpboot
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dhcp-boot=pxelinux.0
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dhcp-sequential-ip
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.. warning::
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Ironic currently lacks `PXE filters
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<https://docs.openstack.org/ironic-inspector/latest/admin/dnsmasq-pxe-filter.html>`_
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used by ironic-inspector to allow its DHCP server to co-exist with
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OpenStack Networking (neutron) on the same network. Unless you can
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physically isolation the inspection network, you may want to stay with
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ironic-inspector for the time being.
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Finally, build or download IPA images into
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``/tftpboot/ironic-python-agent.kernel`` and
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``/tftpboot/ironic-python-agent.initramfs``. These can be the same images that
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you use for deployment and cleaning.
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With iPXE
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~~~~~~~~~
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iPXE configuration is pretty similar to PXE above, but differs in details.
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Start with `iPXE Setup`_, then create a new file ``/httpboot/inspection.ipxe``
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with the following contents::
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#!ipxe
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:retry_dhcp
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dhcp || goto retry_dhcp
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:retry_boot
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imgfree
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kernel --timeout 30000 http://{IP}:8080/ironic-python-agent.kernel ipa-inspection-callback-url=http://{IP}:6385/v1/continue_inspection systemd.journald.forward_to_console=yes BOOTIF=${mac} initrd=ironic-python-agent.initramfs || goto retry_boot
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initrd --timeout 30000 http://{IP}:8080/ironic-python-agent.initramfs || goto retry_boot
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boot
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Just as `with PXE`_, adjust ``ipa-inspection-callback-url`` to match your
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deployment and add any required IPA options. You also need to fix ``{IP}:8080``
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to match the iPXE server you configured previously.
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The DHCP configuration is much more complex. Since most hardware does not have
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an up-to-date iPXE firmware, you need to bootstrap it from TFTP. The
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**dnsmasq** configuration may look roughly like this:
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.. code-block:: ini
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port=0
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interface={INTERFACE}
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bind-interfaces
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dhcp-range={DHCP IP RANGE, e.g. 192.168.0.50,192.168.0.150}
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enable-tftp
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tftp-root=/tftpboot
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dhcp-sequential-ip
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dhcp-match=ipxe,175
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dhcp-match=set:efi,option:client-arch,7
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dhcp-match=set:efi,option:client-arch,9
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dhcp-match=set:efi,option:client-arch,11
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# dhcpv6.option: Client System Architecture Type (61)
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dhcp-match=set:efi6,option6:61,0007
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dhcp-match=set:efi6,option6:61,0009
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dhcp-match=set:efi6,option6:61,0011
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dhcp-userclass=set:ipxe6,iPXE
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# Client is already running iPXE; move to next stage of chainloading
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dhcp-boot=tag:ipxe,http://{IP}:8080/inspection.ipxe
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# Client is PXE booting over EFI without iPXE ROM,
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# send EFI version of iPXE chainloader
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dhcp-boot=tag:efi,tag:!ipxe,ipxe.efi
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dhcp-option=tag:efi6,tag:!ipxe6,option6:bootfile-url,tftp://{IP}/ipxe.efi
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# Client is running PXE over BIOS; send BIOS version of iPXE chainloader
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dhcp-boot=undionly.kpxe,localhost.localdomain,{IP}
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.. note::
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It's not trivial to write such a configuration from scratch. In addition to
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this document, you may take some inspiration from `Bifrost
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<https://opendev.org/openstack/bifrost/src/branch/master/playbooks/roles/bifrost-ironic-install/templates/dnsmasq.conf.j2>`_
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and `Metal3
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<https://github.com/metal3-io/ironic-image/blob/main/ironic-config/dnsmasq.conf.j2>`_.
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Finally, put ``ironic-python-agent.kernel`` and
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``ironic-python-agent.initramfs`` to ``/httpboot``.
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