tripleo-docs/deploy-guide/source/deployment/install_undercloud.rst

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Undercloud Installation
=======================
This section contains instructions on how to install the undercloud. For update
or upgrade to a deployed undercloud see undercloud_upgrade_.
.. _undercloud_upgrade: ../post_deployment/upgrade/undercloud.html
.. _install_undercloud:
Installing the Undercloud
--------------------------
.. note::
Instack-undercloud was deprecated in Rocky cycle. Containerized undercloud
should be installed instead. See :doc:`undercloud`
for backward compatibility related information.
.. note::
Please ensure all your nodes (undercloud, compute, controllers, etc) have
their internal clock set to UTC in order to prevent any issue with possible
file future-dated timestamp if hwclock is synced before any timezone offset
is applied.
#. Log in to your machine (baremetal or VM) where you want to install the
undercloud as a non-root user (such as the stack user)::
ssh <non-root-user>@<undercloud-machine>
.. note::
If you don't have a non-root user created yet, log in as root and create
one with following commands::
sudo useradd stack
sudo passwd stack # specify a password
echo "stack ALL=(root) NOPASSWD:ALL" | sudo tee -a /etc/sudoers.d/stack
sudo chmod 0440 /etc/sudoers.d/stack
su - stack
.. note::
The undercloud is intended to work correctly with SELinux enforcing.
Installations with the permissive/disabled SELinux are not recommended.
The ``undercloud_enable_selinux`` config option controls that setting.
.. note::
vlan tagged interfaces must follow the if_name.vlan_id convention, like for
example: eth0.vlan100 or bond0.vlan120.
.. admonition:: Baremetal
:class: baremetal
Ensure that there is a FQDN hostname set and that the $HOSTNAME environment
variable matches that value. The easiest way to do this is to set the
``undercloud_hostname`` option in undercloud.conf before running the
install. This will allow the installer to configure all of the hostname-
related settings appropriately.
Alternatively the hostname settings can be configured manually, but
this is strongly discouraged. The manual steps are as follows::
sudo hostnamectl set-hostname myhost.mydomain
sudo hostnamectl set-hostname --transient myhost.mydomain
An entry for the system's FQDN hostname is also needed in /etc/hosts. For
example, if the system is named *myhost.mydomain*, /etc/hosts should have
an entry like::
127.0.0.1 myhost.mydomain myhost
#. Enable needed repositories:
.. admonition:: RHEL
:class: rhel
Enable optional repo for RHEL7::
sudo yum install -y yum-utils
sudo yum-config-manager --enable rhelosp-rhel-7-server-opt
.. include:: ../repositories.rst
#. Install the TripleO CLI, which will pull in all other necessary packages as dependencies::
sudo dnf install -y python*-tripleoclient
.. admonition:: RHEL7 / CentOS
For RHEL or CentOS 7 the command would be::
sudo yum install -y python-tripleoclient
.. admonition:: Ceph
:class: ceph
If you intend to deploy Ceph in the overcloud, or configure the overcloud to use an external Ceph cluster, and are running Pike or newer, then install ceph-ansible on the undercloud::
sudo dnf install -y ceph-ansible
.. admonition:: TLS
:class: tls
If you intend to deploy *TLS-everywhere* in the overcloud and are
deploying Train with python3 or Ussuri+, install the following packages::
sudo yum install -y python3-ipalib python3-ipaclient krb5-devel
If you're deploying Train with python2, install the corresponding python2
version of the above packages::
sudo yum install -y python-ipalib python-ipaclient krb5-devel
if you intend to use Novajoin to implement *TLS-everywhere* install the
following package::
sudo yum install -y python-novajoin
You can find more information about deploying with TLS in the
:doc:`../features/tls-introduction` documentation.
#. Prepare the configuration file::
cp /usr/share/python-tripleoclient/undercloud.conf.sample ~/undercloud.conf
It is backwards compatible with non-containerized instack underclouds.
.. admonition:: Stable Branch
:class: stable
For a non-containerized undercloud, copy in the sample configuration
file and edit it to reflect your environment::
cp /usr/share/instack-undercloud/undercloud.conf.sample ~/undercloud.conf
.. note:: There is a tool available that can help with writing a basic
``undercloud.conf``:
`Undercloud Configuration Wizard <http://ucw.tripleo.org/>`_
It takes some basic information about the intended overcloud
environment and generates sane values for a number of the important
options.
#. (OPTIONAL) Generate configuration for preparing container images
As part of the undercloud install, an image registry is configured on port
`8787`. This is used to increase reliability of overcloud image pulls, and
minimise overall network transfers. The undercloud registry will be
populated with images required by the undercloud by generating the following
`containers-prepare-parameter.yaml` file and including it in
``undercloud.conf:
container_images_file=$HOME/containers-prepare-parameter.yaml``::
openstack tripleo container image prepare default \
--local-push-destination \
--output-env-file ~/containers-prepare-parameter.yaml
.. note::
This command is available since Rocky.
See :ref:`prepare-environment-containers` for details on using
`containers-prepare-parameter.yaml` to control what can be done
during the container images prepare phase of an undercloud install.
Additionally, ``docker_insecure_registries`` and ``docker_registry_mirror``
parameters allow to customize container registries via the
``undercloud.conf`` file.
#. (OPTIONAL) Override heat parameters and environment files used for undercloud
deployment.
Similarly to overcloud deployments, see :ref:`override-heat-templates` and
:ref:`custom-template-location`, the ``undercloud.conf: custom_env_files``
and ``undercloud.conf: templates`` configuration parameters allow to
use a custom heat templates location and override or specify additional
information for Heat resources used for undercloud deployment.
Additionally, the ``undercloud.conf: roles_file`` parameter brings in the
ultimate flexibility of :ref:`custom_roles` and :ref:`composable_services`.
This allows you to deploy an undercloud composed of highly customized
containerized services, with the same workflow that TripleO uses for
overcloud deployments.
.. note:: The CLI and configuration interface used to deploy a containerized
undercloud is the same as that used by 'legacy' non-containerized
underclouds. As noted above however mechanism by which the undercloud is
actually deployed is completely changed and what is more, for the first
time aligns with the overcloud deployment. See the command
``openstack tripleo deploy --standalone`` help for details.
It normally should not be used directly for undercloud installations.
#. Run the command to install the undercloud:
.. admonition:: SSL
:class: optional
To deploy an undercloud with SSL, see :doc:`../features/ssl`.
.. admonition:: Validations
:class: validations
:doc:`../post_deployment/validations/index` will be installed and
configured during undercloud installation. You can set
``enable_validations = false`` in ``undercloud.conf`` to prevent
that.
To deploy an undercloud::
openstack undercloud install
.. note::
The undercloud is containerized by default as of Rocky.
.. note::
It's possible to enable verbose logging with ``--verbose`` option.
.. note::
To install a deprecated instack undercloud, you'll need to deploy
with ``--use-heat=False`` option.
Since Rocky, we will run all the OpenStack services in a moby container runtime
unless the default settings are overwritten.
This command requires 2 services to be running at all times. The first one is a
basic keystone service, which is currently executed by `tripleoclient` itself, the
second one is `heat-all` which executes the templates and installs the services.
The latter can be run on baremetal or in a container (tripleoclient will run it
in a container by default).
Once the install has completed, you should take note of the files ``stackrc`` and
``undercloud-passwords.conf``. You can source ``stackrc`` to interact with the
undercloud via the OpenStack command-line client. The ``undercloud-passwords.conf``
file contains the passwords used for each service in the undercloud. These passwords
will be automatically reused if the undercloud is reinstalled on the same system,
so it is not necessary to copy them to ``undercloud.conf``.
.. note:: Heat installer configuration, logs and state is ephemeral for
undercloud deployments. Generated artifacts for consequent deployments get
overwritten or removed (when ``undercloud.conf: cleanup = true``).
Although, you can still find them stored in compressed files.
Miscellaneous undercloud deployment artifacts, like processed heat templates and
compressed files, can be found in ``undercloud.conf: output_dir`` locations
like ``~/tripleo-heat-installer-templates``.
There is also a compressed file created and placed into the output dir, named as
``undercloud-install-<TS>.tar.bzip2``, where TS represents a timestamp.
Downloaded ansible playbooks and inventory files (see :ref:`config_download`)
used for undercloud deployment are stored in the tempdir
``~/undercloud-ansible-<XXXX>`` by default.
.. note::
In order to obtain the ansible command used for the installation of the
Undercloud in the artifacts directory, it is necessary to pass the option
``--reproduce-command`` in the Undercloud deployment command.
.. note::
Any passwords set in ``undercloud.conf`` will take precedence over the ones in
``undercloud-passwords.conf``.
.. note::
The undercloud installation command can be rerun to reapply changes from
``undercloud.conf`` to the undercloud. Note that this should be done with
caution if an overcloud has already been deployed or is in progress as some
configuration changes could affect the overcloud. These changes include but
are not limited to:
#. Package repository changes on the undercloud, followed by running the
installation command could update the undercloud such that further
management operations are not possible on the overcloud until the
overcloud update or upgrade procedure is followed.
#. Reconfiguration of the undercloud container registry if the
overcloud is using the undercloud as the source for container images.
#. Networking configuration changes on the undercloud which may affect
the overcloud's ability to connect to the undercloud for
instance metadata services.
.. note::
If running ``docker`` commands as a stack user after an undercloud install fail
with a permission error, log out and log in again. The stack user does get added
to the docker group during install, but that change gets reflected only after a
new login.
Cleaning the Undercloud
-----------------------
This procedure isn't cleaning everything that TripleO generates, but enough
so an Undercloud could be re-deployed.
.. note::
This procedure has been tested on Train and onward. There is no guarantee
that it works before this version, due to container commands and
new directories.
#. Log in to your machine (baremetal or VM) where you want to cleanup the
undercloud as a non-root user (such as the stack user)::
ssh <non-root-user>@<undercloud-machine>
#. Cleanup the containers and their images::
sudo podman rm -af
sudo podman rmi -af
#. Remove directories generated by TripleO::
sudo rm -rf \
/var/lib/tripleo-config \
/var/lib/config-data \
/var/lib/container-config-scripts \
/var/lib/container-puppet \
/var/lib/heat-config \
/var/lib/image-service \
/var/lib/mysql
#. Cleanup systemd::
sudo rm -rf /etc/systemd/system/tripleo*
sudo systemctl daemon-reload