ironic/doc/source/admin/adoption.rst
Ruby Loo d6289920c6 [admin docs] ironic -> openstack baremetal CLI
For the admin-related documents, all the 'ironic' CLI commands
are replaced with their equivalent 'openstack baremetal' CLI commands.

Change-Id: I3ee21344a50dbd8b835d381e12a25075256115af
Partial-Bug: #1711235
2017-08-24 09:52:26 +00:00

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.. _adoption:
=============
Node adoption
=============
Overview
========
As part of hardware inventory lifecycle management, it is not an
unreasonable need to have the capability to be able to add hardware
that should be considered "in-use" by the Bare Metal service,
that may have been deployed by another Bare Metal service
installation or deployed via other means.
As such, the node adoption feature allows a user to define a node
as ``active`` while skipping the ``available`` and ``deploying``
states, which will prevent the node from being seen by the Compute
service as ready for use.
This feature is leveraged as part of the state machine workflow,
where a node in ``manageable`` can be moved to ``active`` state
via the provision_state verb ``adopt``. To view the state
transition capabilities, please see :ref:`states`.
How it works
============
A node initially enrolled begins in the ``enroll`` state. An operator
must then move the node to ``manageable`` state, which causes the driver's
``power`` interface to be validated. Once in ``manageable`` state,
an operator can then explicitly choose to adopt a node.
Adoption of a node results in the validation of the driver ``boot`` interface,
and upon success the process leverages what is referred to as the "takeover"
logic. The takeover process is intended for conductors to take over the
management of nodes for a conductor that has failed.
The takeover process involves the driver deploy ``prepare`` and ``take_over``
methods being called. These steps take driver specific actions such as
downloading and staging the deployment kernel and ramdisk, ISO image, any
required boot image, or boot ISO image and then places any PXE or virtual
media configuration necessary for the node should it be required.
The adoption process makes no changes to the physical node, with the
exception of operator supplied configurations where virtual media is
used to boot the node under normal circumstances. An operator should
ensure that any supplied configuration defining the node is sufficient
for the continued operation of the node moving forward. Such as, if the
node is configured to network boot via instance_info/boot_option="netboot",
then appropriate driver specific node configuration should be set to
support this capability.
Possible Risk
=============
The main risk with this feature is that supplied configuration may ultimately
be incorrect or invalid which could result in potential operational issues:
* ``rebuild`` verb - Rebuild is intended to allow a user to re-deploy the node
to a fresh state. The risk with adoption is that the image defined when an
operator adopts the node may not be the valid image for the pre-existing
configuration.
If this feature is utilized for a migration from one deployment to another,
and pristine original images are loaded and provided, then ultimately the
risk is the same with any normal use of the ``rebuild`` feature, the server
is effectively wiped.
* When deleting a node, the deletion or cleaning processes may fail if the
incorrect deployment image is supplied in the configuration as the node
may NOT have been deployed with the supplied image and driver or
compatibility issues may exist as a result.
Operators will need to be cognizant of that possibility and should plan
accordingly to ensure that deployment images are known to be compatible
with the hardware in their environment.
* Networking - Adoption will assert no new networking configuration to the
newly adopted node as that would be considered modifying the node.
Operators will need to plan accordingly and have network configuration
such that the nodes will be able to network boot.
How to use
==========
.. NOTE::
The power state that the ironic-conductor observes upon the first
successful power state check, as part of the transition to the
``manageable`` state will be enforced with a node that has been adopted.
This means a node that is in ``power off`` state will, by default, have
the power state enforced as ``power off`` moving forward, unless an
administrator actively changes the power state using the Bare Metal
service.
Requirements
------------
Requirements for use are essentially the same as to deploy a node:
* Sufficient driver information to allow for a successful
power management validation.
* Sufficient instance_info to pass deploy driver preparation.
Each driver may have additional requirements dependent upon the
configuration that is supplied. An example of this would be defining
a node to always boot from the network, which will cause the conductor
to attempt to retrieve the pertinent files. Inability to do so will
result in the adoption failing, and the node being placed in the
``adopt failed`` state.
agent_ipmitool example
----------------------
This is an example to create a new node, named ``testnode``, with
sufficient information to pass basic validation in order to be taken
from the ``manageable`` state to ``active`` state::
# Explicitly set the client API version environment variable to
# 1.17, which introduces the adoption capability.
export OS_BAREMETAL_API_VERSION=1.17
openstack baremetal node create --name testnode \
--driver agent_ipmitool \
--driver-info ipmi_address=<ip_address> \
--driver-info ipmi_username=<username> \
--driver-info ipmi_password=<password> \
--driver-info deploy_kernel=<deploy_kernel_id_or_url> \
--driver-info deploy_ramdisk=<deploy_ramdisk_id_or_url>
openstack baremetal port create <node_mac_address> --node <node_uuid>
openstack baremetal node set testnode \
--instance-info image_source="http://localhost:8080/blankimage" \
--instance-info capabilities="{\"boot_option\": \"local\"}"
openstack baremetal node manage testnode --wait
openstack baremetal node adopt testnode --wait
.. NOTE::
In the above example, the image_source setting must reference a valid
image or file, however that image or file can ultimately be empty.
.. NOTE::
The above example utilizes a capability that defines the boot operation
to be local. It is recommended to define the node as such unless network
booting is desired.
.. NOTE::
The above example will fail a re-deployment as a fake image is
defined and no instance_info/image_checksum value is defined.
As such any actual attempt to write the image out will fail as the
image_checksum value is only validated at time of an actual
deployment operation.
.. NOTE::
A user may wish to assign an instance_uuid to a node, which could be
used to match an instance in the Compute service. Doing so is not
required for the proper operation of the Bare Metal service.
openstack baremetal node set <node name or uuid> --instance-uuid <uuid>
.. NOTE::
In Newton, coupled with API version 1.20, the concept of a
network_interface was introduced. A user of this feature may wish to
add new nodes with a network_interface of ``noop`` and then change
the interface at a later point and time.
Troubleshooting
===============
Should an adoption operation fail for a node, the error that caused the
failure will be logged in the node's ``last_error`` field when viewing the
node. This error, in the case of node adoption, will largely be due to
failure of a validation step. Validation steps are dependent
upon what driver is selected for the node.
Any node that is in the ``adopt failed`` state can have the ``adopt`` verb
re-attempted. Example::
openstack baremetal node adopt <node name or uuid>
If a user wishes to abort their attempt at adopting, they can then move
the node back to ``manageable`` from ``adopt failed`` state by issuing the
``manage`` verb. Example::
openstack baremetal node manage <node name or uuid>
If all else fails the hardware node can be removed from the Bare Metal
service. The ``node delete`` command, which is **not** the same as setting
the provision state to ``deleted``, can be used while the node is in
``adopt failed`` state. This will delete the node without cleaning
occurring to preserve the node's current state. Example::
openstack baremetal node delete <node name or uuid>