kayobe/doc/source/upgrading.rst

Upgrading

This section describes how to upgrade from one OpenStack release to another.

Preparation

Before you start, be sure to back up any local changes, configuration, and data.

Upgrading Kayobe

If a new, suitable version of kayobe is available, it should be installed. As described in installation, Kayobe can be installed via the released Python packages on PyPI, or from source. Installation from a Python package is supported from Kayobe 5.0.0 onwards.

Upgrading from PyPI

This section describes how to upgrade Kayobe from a Python package in a virtualenv. This is supported from Kayobe 5.0.0 onwards.

Ensure that the virtualenv is activated:

$ source <base_path>/venvs/kayobe/bin/activate

Update the pip package:

(kayobe) $ pip install -U pip

If upgrading to the latest version of Kayobe:

(kayobe) $ pip install -U kayobe

Alternatively, to upgrade to a specific release of Kayobe:

(kayobe) $ pip install kayobe==5.0.0

Upgrading from source

This section describes how to install Kayobe from source in a virtualenv.

First, check out the required version of the Kayobe source code. This may be done by pulling down the new version from Github. Make sure that any local changes to kayobe are committed and merged with the new upstream code as necessary. For example, to pull version 5.0.0 from the origin remote:

$ cd <base_path>/src/kayobe
$ git pull origin 5.0.0

Ensure that the virtualenv is activated:

$ source <base_path>/venvs/kayobe/bin/activate

Update the pip package:

(kayobe) $ pip install -U pip

If using a non-editable install of Kayobe:

(kayobe) $ cd <base_path>/src/kayobe
(kayobe) $ pip install -U .

Alternatively, if using an editable install of Kayobe (version 5.0.0 onwards, see installation-editable for details):

(kayobe) $ cd <base_path>/src/kayobe
(kayobe) $ pip install -U -e .

Migrating Kayobe Configuration

Kayobe configuration options may be changed between releases of kayobe. Ensure that all site local configuration is migrated to the target version format. If using the kayobe-config git repository to manage local configuration, this process can be managed via git. For example, to fetch version 1.0.0 of the configuration from the origin remote and merge it into the current branch:

$ git fetch origin 1.0.0
$ git merge 1.0.0

The configuration should be manually inspected after the merge to ensure that it is correct. Any new configuration options may be set at this point. In particular, the following options may need to be changed if not using their default values:

• kolla_openstack_release
• kolla_sources
• kolla_build_blocks
• kolla_build_customizations

Once the configuration has been migrated, it is possible to view the global variables for all hosts:

(kayobe) $ kayobe configuration dump

The output of this command is a JSON object mapping hosts to their configuration. The output of the command may be restricted using the --host, --hosts, --var-name and --dump-facts options.

If using the kayobe-env environment file in kayobe-config, this should also be inspected for changes and modified to suit the local ansible control host environment if necessary. When ready, source the environment file:

$ source kayobe-env

Upgrading the Ansible Control Host

Before starting the upgrade we must upgrade the Ansible control host. Tasks performed here include:

• Install updated Ansible role dependencies from Ansible Galaxy.
• Generate an SSH key if necessary and add it to the current user's authorised keys.

To upgrade the Ansible control host:

(kayobe) $ kayobe control host upgrade

Upgrading the Seed Hypervisor

Currently, upgrading the seed hypervisor services is not supported. It may however be necessary to upgrade some host services:

(kayobe) $ kayobe seed hypervisor host upgrade

Note that this will not perform full configuration of the host, and will instead perform a targeted upgrade of specific services where necessary.

Upgrading the Seed

The seed services are upgraded in two steps. First, new container images should be obtained either by building them locally or pulling them from an image registry. Second, the seed services should be replaced with new containers created from the new container images.

Upgrading Host Packages

Prior to upgrading the seed, it may be desirable to upgrade system packages on the seed host.

To update all eligible packages, use *, escaping if necessary:

(kayobe) $ kayobe seed host package update --packages *

To only install updates that have been marked security related:

(kayobe) $ kayobe seed host package update --packages <packages> --security

Note that these commands do not affect packages installed in containers, only those installed on the host.

Building Ironic Deployment Images

Note

It is possible to use prebuilt deployment images. In this case, this step can be skipped.

It is possible to use prebuilt deployment images from the OpenStack hosted tarballs or another source. In some cases it may be necessary to build images locally either to apply local image customisation or to use a downstream version of Ironic Python Agent (IPA). In order to build IPA images, the ipa_build_images variable should be set to True. To build images locally:

(kayobe) $ kayobe seed deployment image build

To overwrite existing images, add the --force-rebuild argument.

Upgrading Host Services

It may be necessary to upgrade some host services:

(kayobe) $ kayobe seed host upgrade

Note that this will not perform full configuration of the host, and will instead perform a targeted upgrade of specific services where necessary.

Building Container Images

Note

It is possible to use prebuilt container images from an image registry such as Dockerhub. In this case, this step can be skipped.

In some cases it may be necessary to build images locally either to apply local image customisation or to use a downstream version of kolla. To build images locally:

(kayobe) $ kayobe seed container image build

In order to push images to a registry after they are built, add the --push argument.

Migrating to Ironic Hardware Types

Classic drivers in ironic were deprecated in the Queens release, and removed in the Rocky release. Nodes registered with ironic in Pike and earlier releases of Bifrost use the classic drivers by default, and will need to be migrated to use the new hardware types. The ironic documentation provides details for how to do this, but for the default case of the agent_ipmitool driver the following procedure may be used, replacing <node> with the name of the host to migrate:

$ docker exec -it bifrost_deploy bash
(bifrost_deploy) $ export OS_URL=http://localhost:6385
(bifrost_deploy) $ export OS_TOKEN=fake
(bifrost_deploy) $ openstack baremetal node maintenance set <node>
(bifrost_deploy) $ openstack baremetal node set <node> --driver ipmi
(bifrost_deploy) $ openstack baremetal node maintenance unset <node>

Upgrading Containerised Services

Containerised seed services may be upgraded by replacing existing containers with new containers using updated images which have been pulled from a registry or built locally.

To upgrade the containerised seed services:

(kayobe) $ kayobe seed service upgrade

Upgrading the Overcloud

The overcloud services are upgraded in two steps. First, new container images should be obtained either by building them locally or pulling them from an image registry. Second, the overcloud services should be replaced with new containers created from the new container images.

Upgrading Host Packages

Prior to upgrading the OpenStack control plane, it may be desirable to upgrade system packages on the overcloud hosts.

To update all eligible packages, use *, escaping if necessary:

(kayobe) $ kayobe overcloud host package update --packages *

To only install updates that have been marked security related:

(kayobe) $ kayobe overcloud host package update --packages <packages> --security

Note that these commands do not affect packages installed in containers, only those installed on the host.

Upgrading Host Services

Prior to upgrading the OpenStack control plane, the overcloud host services should be upgraded:

(kayobe) $ kayobe overcloud host upgrade

Note that this will not perform full configuration of the host, and will instead perform a targeted upgrade of specific services where necessary.

Building Ironic Deployment Images

Note

It is possible to use prebuilt deployment images. In this case, this step can be skipped.

It is possible to use prebuilt deployment images from the OpenStack hosted tarballs or another source. In some cases it may be necessary to build images locally either to apply local image customisation or to use a downstream version of Ironic Python Agent (IPA). In order to build IPA images, the ipa_build_images variable should be set to True. To build images locally:

(kayobe) $ kayobe overcloud deployment image build

To overwrite existing images, add the --force-rebuild argument.

Upgrading Ironic Deployment Images

Prior to upgrading the OpenStack control plane you should upgrade the deployment images. If you are using prebuilt images, update the following variables in etc/kayobe/ipa.yml accordingly:

• ipa_kernel_upstream_url
• ipa_kernel_checksum_url
• ipa_kernel_checksum_algorithm
• ipa_ramdisk_upstream_url
• ipa_ramdisk_checksum_url
• ipa_ramdisk_checksum_algorithm

Alternatively, you can update the files that the URLs point to. If building the images locally, follow the process outlined in building_ironic_deployment_images.

To get Ironic to use an updated set of overcloud deployment images, you can run:

(kayobe) $ kayobe baremetal compute update deployment image

This will register the images in Glance and update the deploy_ramdisk and deploy_kernel properties of the Ironic nodes.

Before rolling out the update to all nodes, it can be useful to test the image on a limited subset. To do this, you can use the baremetal-compute-limit option. See update_deployment_image for more details.

Building Container Images

Note

It is possible to use prebuilt container images from an image registry such as Dockerhub. In this case, this step can be skipped.

In some cases it may be necessary to build images locally either to apply local image customisation or to use a downstream version of kolla. To build images locally:

(kayobe) $ kayobe overcloud container image build

It is possible to build a specific set of images by supplying one or more image name regular expressions:

(kayobe) $ kayobe overcloud container image build ironic- nova-api

In order to push images to a registry after they are built, add the --push argument.

Pulling Container Images

Note

It is possible to build container images locally avoiding the need for an image registry such as Dockerhub. In this case, this step can be skipped.

In most cases suitable prebuilt kolla images will be available on Dockerhub. The stackhpc account provides image repositories suitable for use with kayobe and will be used by default. To pull images from the configured image registry:

(kayobe) $ kayobe overcloud container image pull

Saving Overcloud Service Configuration

It is often useful to be able to save the configuration of the control plane services for inspection or comparison with another configuration set prior to a reconfiguration or upgrade. This command will gather and save the control plane configuration for all hosts to the Ansible control host:

(kayobe) $ kayobe overcloud service configuration save

The default location for the saved configuration is $PWD/overcloud-config, but this can be changed via the output-dir argument. To gather configuration from a directory other than the default /etc/kolla, use the node-config-dir argument.

Generating Overcloud Service Configuration

Prior to deploying, reconfiguring, or upgrading a control plane, it may be useful to generate the configuration that will be applied, without actually applying it to the running containers. The configuration should typically be generated in a directory other than the default configuration directory of /etc/kolla, to avoid overwriting the active configuration:

(kayobe) $ kayobe overcloud service configuration generate --node-config-dir /path/to/generated/config

The configuration will be generated remotely on the overcloud hosts in the specified directory, with one subdirectory per container. This command may be followed by kayobe ovecloud service configuration save to gather the generated configuration to the Ansible control host.

Upgrading Containerised Services

Containerised control plane services may be upgraded by replacing existing containers with new containers using updated images which have been pulled from a registry or built locally.

To upgrade the containerised control plane services:

(kayobe) $ kayobe overcloud service upgrade

It is possible to specify tags for Kayobe and/or kolla-ansible to restrict the scope of the upgrade:

(kayobe) $ kayobe overcloud service upgrade --tags config --kolla-tags keystone