
Use the formatting established in the style guide. There's a lot of out-of-date information in here, but that's a battle for another day. Change-Id: Ieec2c8f450c05a2451179e3bdba77514f2cc956e Signed-off-by: Stephen Finucane <stephenfin@redhat.com>
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===
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zVM
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===
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z/VM System Requirements
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------------------------
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* The appropriate APARs installed, the current list of which can be found: z/VM
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OpenStack Cloud Information (http://www.vm.ibm.com/sysman/osmntlvl.html).
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.. note::
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IBM z Systems hardware requirements are based on both the applications and
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the load on the system.
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Active Engine Guide
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-------------------
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Active engine is used as an initial configuration and management tool during
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deployed machine startup. Currently the z/VM driver uses ``zvmguestconfigure``
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and ``cloud-init`` as a two stage active engine.
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Installation and Configuration of zvmguestconfigure
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Cloudlib4zvm supports initiating changes to a Linux on z Systems virtual
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machine while Linux is shut down or the virtual machine is logged off.
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The changes to Linux are implemented using an activation engine (AE)
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that is run when Linux is booted the next time. The first active engine,
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``zvmguestconfigure``, must be installed in the Linux on z Systems virtual
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server so it can process change request files transmitted by the
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cloudlib4zvm service to the reader of the virtual machine as a class X file.
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.. note::
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An additional activation engine, cloud-init, should be installed to handle
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OpenStack related tailoring of the system.
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The cloud-init AE relies on tailoring performed by ``zvmguestconfigure``.
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Installation and Configuration of cloud-init
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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OpenStack uses cloud-init as its activation engine. Some Linux distributions
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include cloud-init either already installed or available to be installed.
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If your distribution does not include cloud-init, you can download
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the code from https://launchpad.net/cloud-init/+download.
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After installation, if you issue the following
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shell command and no errors occur, cloud-init is installed correctly::
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cloud-init init --local
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Installation and configuration of cloud-init differs among different Linux
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distributions, and cloud-init source code may change. This section provides
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general information, but you may have to tailor cloud-init
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to meet the needs of your Linux distribution. You can find a
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community-maintained list of dependencies at http://ibm.biz/cloudinitLoZ.
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As of the Rocky release, the z/VM OpenStack support has been tested with
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cloud-init 0.7.4 and 0.7.5 for RHEL6.x and SLES11.x, 0.7.6 for RHEL7.x and
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SLES12.x, and 0.7.8 for Ubuntu 16.04.
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During cloud-init installation, some dependency packages may be required.
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You can use zypper and python setuptools to easily resolve these dependencies.
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See https://pypi.python.org/pypi/setuptools for more information.
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Image guide
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-----------
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This guideline will describe the requirements and steps to create and
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configure images for use with z/VM.
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Image Requirements
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~~~~~~~~~~~~~~~~~~
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* The following Linux distributions are supported for deploy:
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* RHEL 6.2, 6.3, 6.4, 6.5, 6.6, and 6.7
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* RHEL 7.0, 7.1 and 7.2
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* SLES 11.2, 11.3, and 11.4
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* SLES 12 and SLES 12.1
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* Ubuntu 16.04
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* A supported root disk type for snapshot/spawn. The following are supported:
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* FBA
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* ECKD
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* An image deployed on a compute node must match the disk type supported by
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that compute node, as configured by the ``zvm_diskpool_type`` property in
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the `zvmsdk.conf`_ configuration file in `zvm cloud connector`_
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A compute node supports deployment on either an ECKD or FBA image,
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but not both at the same time. If you wish to switch image types,
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you need to change the ``zvm_diskpool_type`` and
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``zvm_diskpool`` properties in the `zvmsdk.conf`_ file, accordingly.
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Then restart the nova-compute service to make the changes take effect.
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* If you deploy an instance with an ephemeral disk, both the root disk and the
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ephemeral disk will be created with the disk type that was specified by
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``zvm_diskpool_type`` property in the `zvmsdk.conf`_ file. That property can
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specify either ECKD or FBA.
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* The network interfaces must be IPv4 interfaces.
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* Image names should be restricted to the UTF-8 subset, which corresponds to
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the ASCII character set. In addition, special characters such as ``/``, ``\``,
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``$``, ``%``, ``@`` should not be used. For the FBA disk type "vm",
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capture and deploy is supported only for an FBA disk with a single partition.
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Capture and deploy is not supported for the FBA disk type "vm" on a CMS
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formatted FBA disk.
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* The virtual server/Linux instance used as the source of the new image should
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meet the following criteria:
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1. The root filesystem must not be on a logical volume.
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2. The minidisk on which the root filesystem resides should be a minidisk of
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the same type as desired for a subsequent deploy (for example, an ECKD disk
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image should be captured for a subsequent deploy to an ECKD disk).
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3. The minidisks should not be a full-pack minidisk, since cylinder 0 on
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full-pack minidisks is reserved, and should be defined with virtual
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address 0100.
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4. The root disk should have a single partition.
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5. The image being captured should not have any network interface cards (NICs)
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defined below virtual address 1100.
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In addition to the specified criteria, the following recommendations allow for
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efficient use of the image:
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* The minidisk on which the root filesystem resides should be defined as a
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multiple of full gigabytes in size (for example, 1GB or 2GB).
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OpenStack specifies disk sizes in full gigabyte values, whereas z/VM
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handles disk sizes in other ways (cylinders for ECKD disks, blocks for FBA
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disks, and so on). See the appropriate online information if you need to
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convert cylinders or blocks to gigabytes; for example:
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http://www.mvsforums.com/helpboards/viewtopic.php?t=8316.
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* During subsequent deploys of the image, the OpenStack code will ensure that
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a disk image is not copied to a disk smaller than the source disk,
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as this would result in loss of data. The disk specified in
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the flavor should therefore be equal to or slightly larger than the source
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virtual machine's root disk.
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.. _zvmsdk.conf: https://cloudlib4zvm.readthedocs.io/en/latest/configuration.html#configuration-options
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.. _zvm cloud connector: https://cloudlib4zvm.readthedocs.io/en/latest/
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