OpenStack Virtual Baremetal

A collection of tools to enable the use of OpenStack instances as baremetal for testing deployment systems.

How-To

Instructions for patching the host cloud, setting up the base environment, and deploying a virtual baremetal Heat stack.

Warning

This process requires patches and configuration settings that may not be appropriate for production clouds.

Patching the Host Cloud

Apply the Nova pxe boot patch file in the patches directory to the host cloud Nova. Examples:

RDO Kilo:

sudo cp patches/kilo/nova-pxe-boot.patch /usr/lib/python2.7/site-packages/nova
cd /usr/lib/python2.7/site-packages/nova
sudo patch -p1 < nova-pxe-boot.patch

Devstack:

Note

The patch may not apply cleanly against master Nova code. If/when that happens, the patch will need to be applied manually.

cp patches/kilo/nova-pxe-boot.patch /opt/stack/nova
cd /opt/stack/nova
patch -p1 < nova-pxe-boot.patch

Configuring the Host Cloud

1. Neutron must be configured to use the NoopFirewallDriver. Edit /etc/neutron/plugins/ml2/ml2_conf.ini and set the option firewall_driver in the [securitygroup] section as follows:

   firewall_driver = neutron.agent.firewall.NoopFirewallDriver

2. In Liberty and later versions, arp spoofing must be disabled. Edit /etc/neutron/plugins/ml2/ml2_conf.ini and set the option prevent_arp_spoofing in the [agent] section as follows:

   prevent_arp_spoofing = False

3. The Nova option force_config_drive must _not be set.

4. Ideally, jumbo frames should be enabled on the host cloud. This avoids MTU problems when deploying to instances over tunneled Neutron networks with VXLAN or GRE.

   For TripleO-based host clouds, this can be done by setting mtu on all interfaces and vlans in the network isolation nic-configs. A value of at least 1550 should be sufficient to avoid problems.

   If this cannot be done (perhaps because you don't have access to make such a change on the host cloud), it will likely be necessary to configure a smaller MTU on the deployed virtual instances. For a TripleO undercloud, Neutron should be configured to advertise a smaller MTU to instances. Run the following as root:

   echo "dhcp-option-force=26,1450" >> /etc/dnsmasq-ironic.conf
   systemctl restart neutron-*

   If network isolation is in use, the templates must also configure mtu as discussed above, except the mtu should be set to 1450 instead of 1550.

5. (Optional) It can be helpful to set:

   shutdown_timeout=15

   in nova.conf as well. This causes Nova to wait less time when shutting down an instance gracefully, and since graceful shutdown will never happen with the baremetal instances booted from a ipxe-boot image it speeds things up a bit.

6. Restart nova-compute and neutron-openvswitch-agent to apply the changes above.

Preparing the Host Cloud Environment

1. Source an rc file that will provide admin credentials for the host cloud.

2. Upload an ipxe-boot image for the baremetal instances:

   glance image-create --name ipxe-boot --disk-format qcow2 --container-format bare < ipxe/ipxe-boot.qcow2

3. Upload a CentOS 7 image for use as the base BMC instance:

   wget http://cloud.centos.org/centos/7/images/CentOS-7-x86_64-GenericCloud.qcow2
   
   glance image-create --name CentOS-7-x86_64-GenericCloud --disk-format qcow2 --container-format bare < CentOS-7-x86_64-GenericCloud.qcow2

4. Create recommended flavors:

   nova flavor-create baremetal auto 6144 50 2
   nova flavor-create bmc auto 512 20 1

   These flavors can be customized if desired. For large environments with many baremetal instances it may be wise to give the bmc flavor more memory. A 512 MB BMC will run out of memory around 20 baremetal instances.

5. Source an rc file that will provide user credentials for the host cloud.

6. Create provisioning network.

   Note

   The CIDR used for the subnet does not matter. Standard tenant and external networks are also needed to provide floating ip access to the undercloud and bmc instances

   Warning

   Do not enable DHCP on this network. Addresses will be assigned by the undercloud Neutron.

   neutron net-create provision
   neutron subnet-create --name provision --no-gateway --disable-dhcp provision 192.0.2.0/24

7. Create "public" network.

   Note

   The CIDR used for the subnet does not matter. This can be used as the network for the public API endpoints on the overcloud, but it does not have to be accessible externally. Only the undercloud VM will need to have access to this network.

   Warning

   Do not enable DHCP on this network. Doing so may cause conflicts between the host cloud metadata service and the undercloud metadata service. Overcloud nodes will be assigned addresses on this network by the undercloud Neutron.

   neutron net-create public
   neutron subnet-create --name public --no-gateway --disable-dhcp public 10.0.0.0/24

8. Add a Nova keypair to be injected into instances:

   nova keypair-add --pub-key ~/.ssh/id_rsa.pub default

Create the baremetal Heat stack

1. Copy the example env file and edit it to reflect the host environment:

   cp templates/env.yaml.example env.yaml
   vi env.yaml

2. Deploy the stack:

   bin/deploy-stack

3. Wait for Heat stack to complete:

   Note

   The BMC instance does post-deployment configuration that can take a while to complete, so the Heat stack completing does not necessarily mean the environment is entirely ready for use. To determine whether the BMC is finished starting up, run nova console-log bmc. The BMC service outputs a message like "Managing instance [uuid]" when it is fully configured. There should be one of these messages for each baremetal instance.

   heat stack-show baremetal

4. Boot a VM to serve as the undercloud:

   nova boot undercloud --flavor m1.large --image centos7 --nic net-id=[tenant net uuid] --nic net-id=[provisioning net uuid]
   neutron floatingip-create [external net uuid]
   neutron port-list
   neutron floatingip-associate [floatingip uuid] [undercloud instance port id]

5. Build a nodes.json file that can be imported into Ironic:

   bin/build-nodes-json
   scp nodes.json centos@[undercloud floating ip]:~/instackenv.json

   Note

   build-nodes-json also outputs a file named bmc_bm_pairs that lists which BMC address corresponds to a given baremetal instance.

6. The undercloud vm can now be used with something like TripleO to do a baremetal-style deployment to the virtual baremetal instances deployed previously.

7. If using the full network isolation provided by OS::OVB::BaremetalNetworks then the overcloud can be created with the network templates in the network-templates directory.