docs/doc/source/installation_guide/simplex.rst
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StarlingX/Installation Guide Virtual Environment/Simplex

Preparing Servers

Bare Metal

Required Server:

  • Combined Server (Controller + Compute): 1

Hardware Requirements

The recommended minimum requirements for the physical servers where StarlingX Simplex will be deployed, include:

  • Minimum Processor:

    • Typical Hardware Form Factor:
      • Dual-CPU Intel® Xeon® E5 26xx Family (SandyBridge) 8 cores/socket
    • Low Cost / Low Power Hardware Form Factor
      • Single-CPU Intel Xeon D-15xx Family, 8 cores
  • Memory: 64 GB

  • BIOS:

    • Hyper-Threading Tech: Enabled
    • Virtualization Technology: Enabled
    • VT for Directed I/O: Enabled
    • CPU Power and Performance Policy: Performance
    • CPU C State Control: Disabled
    • Plug & Play BMC Detection: Disabled
  • Primary Disk:

    • 500 GB SDD or NVMe
  • Additional Disks:

    • 0 or more 500 GB disks (min. 10K RPM)
  • Network Ports

    NOTE: Simplex configuration requires one or more data ports. This configuration does not require a management port.

    • OAM: 10GE
    • Data: n x 10GE

Virtual Environment

Run the libvirt qemu setup scripts. Setting up virtualized OAM and Management networks:

$ bash setup_network.sh

Building xmls for definition of virtual servers:

$ bash setup_allinone.sh -i <starlingx iso image>

The xml server definitions that are created by the previous script are:

  • controller-0
  • controller-1

Only controller-0 will be provisioned.

Powering Up a Virtual Server

To power up a virtual server, run the following command:

$ sudo virsh start <server-xml-name>

e.g.

$ sudo virsh start controller-0

Accessing Virtual Server Consoles

The xml for virtual servers in stx-tools repo, deployment/libvirt, provides both graphical and text consoles.

Access the graphical console in virt-manager by right-click on the domain (the server) and selecting "Open".

Access the textual console with the command "virsh console $DOMAIN", where DOMAIN is the name of the server shown in virsh.

When booting the controller-0 for the first time, both the serial and graphical consoles will present the initial configuration menu for the cluster. One can select serial or graphical console for controller-0. For the other nodes however only serial is used, regardless of which option is selected.

Open the graphic console on all servers before powering them on to observe the boot device selection and PXI boot progress. Run "virsh console $DOMAIN" command promptly after power on to see the initial boot sequence which follows the boot device selection. One has a few seconds to do this.

Controller-0 Host Installation

Installing controller-0 involves initializing a host with software and then applying a bootstrap configuration from the command line. The configured bootstrapped host becomes Controller-0.

Procedure:

  1. Power on the server that will be controller-0 with the StarlingX ISO on a USB in a bootable USB slot.
  2. Configure the controller using the config_controller script.

Initializing Controller-0

This section describes how to initialize StarlingX in host Controller-0. Except where noted, all the commands must be executed from a console of the host.

Power on the host to be configured as Controller-0, with the StarlingX ISO on a USB in a bootable USB slot. Wait for the console to show the StarlingX ISO booting options:

  • All-in-one Controller Configuration
    • When the installer is loaded and the installer welcome screen appears in the Controller-0 host, select the type of installation "All-in-one Controller Configuration".
  • Graphical Console
    • Select the "Graphical Console" as the console to use during installation.
  • Standard Security Boot Profile
    • Select "Standard Security Boot Profile" as the Security Profile.

Monitor the initialization. When it is complete, a reboot is initiated on the Controller-0 host, briefly displays a GNU GRUB screen, and then boots automatically into the StarlingX image.

Log into Controller-0 as user wrsroot, with password wrsroot. The first time you log in as wrsroot, you are required to change your password. Enter the current password (wrsroot):

Changing password for wrsroot.
(current) UNIX Password:

Enter a new password for the wrsroot account:

New password:

Enter the new password again to confirm it:

Retype new password:

Controller-0 is initialized with StarlingX, and is ready for configuration.

Configuring Controller-0

This section describes how to perform the Controller-0 configuration interactively just to bootstrap system with minimum critical data. Except where noted, all the commands must be executed from the console of the active controller (here assumed to be controller-0).

When run interactively, the config_controller script presents a series of prompts for initial configuration of StarlingX:

  • For the Virtual Environment, you can accept all the default values immediately after system date and time.
  • For a Physical Deployment, answer the bootstrap configuration questions with answers applicable to your particular physical setup.

The script is used to configure the first controller in the StarlingX cluster as controller-0. The prompts are grouped by configuration area. To start the script interactively, use the following command with no parameters:

controller-0:~$ sudo config_controller
System Configuration
================
Enter ! at any prompt to abort...
...

Select [y] for System Date and Time:

System date and time:
-----------------------------

Is the current date and time correct?  [y/N]: y

For System mode choose "simplex":

...
1) duplex-direct: two node-redundant configuration. Management and
infrastructure networks are directly connected to peer ports
2) duplex - two node redundant configuration
3) simplex - single node non-redundant configuration
System mode [duplex-direct]: 3

After System Date / Time and System mode:

Applying configuration (this will take several minutes):

01/08: Creating bootstrap configuration ... DONE
02/08: Applying bootstrap manifest ... DONE
03/08: Persisting local configuration ... DONE
04/08: Populating initial system inventory ... DONE
05:08: Creating system configuration ... DONE
06:08: Applying controller manifest ... DONE
07:08: Finalize controller configuration ... DONE
08:08: Waiting for service activation ... DONE

Configuration was applied

Please complete any out of service commissioning steps with system
commands and unlock controller to proceed.

After config_controller bootstrap configuration, REST API, CLI and Horizon interfaces are enabled on the controller-0 OAM IP Address. The remaining installation instructions will use the CLI.

Controller-0 Host Provision

On Controller-0, acquire Keystone administrative privileges:

controller-0:~$ source /etc/nova/openrc

Configuring Provider Networks at Installation

Set up one provider network of the vlan type, named providernet-a:

[wrsroot@controller-0 ~(keystone_admin)]$ neutron providernet-create providernet-a --type=vlan
[wrsroot@controller-0 ~(keystone_admin)]$ neutron providernet-range-create --name providernet-a-range1 --range 100-400 providernet-a

Providing Data Interfaces on Controller-0

List all interfaces

[wrsroot@controller-0 ~(keystone_admin)]$ system host-if-list -a controller-0
+--------------------------------------+---------+----------+...+------+--------------+------+---------+------------+..
| uuid                                 | name    | class    |...| vlan | ports        | uses | used by | attributes |..
|                                      |         |          |...| id   |              | i/f  | i/f     |            |..
+--------------------------------------+----------+---------+...+------+--------------+------+---------+------------+..
| 49fd8938-e76f-49f1-879e-83c431a9f1af | enp0s3  | platform |...| None | [u'enp0s3']  | []   | []      | MTU=1500   |..
| 8957bb2c-fec3-4e5d-b4ed-78071f9f781c | eth1000 | None     |...| None | [u'eth1000'] | []   | []      | MTU=1500   |..
| bf6f4cad-1022-4dd7-962b-4d7c47d16d54 | eth1001 | None     |...| None | [u'eth1001'] | []   | []      | MTU=1500   |..
| f59b9469-7702-4b46-bad5-683b95f0a1cb | enp0s8  | platform |...| None | [u'enp0s8']  | []   | []      | MTU=1500   |..
+--------------------------------------+---------+----------+...+------+--------------+------+---------+------------+..

Configure the data interfaces

[wrsroot@controller-0 ~(keystone_admin)]$ system host-if-modify -c data controller-0 eth1000 -p providernet-a
+------------------+--------------------------------------+
| Property         | Value                                |
+------------------+--------------------------------------+
| ifname           | eth1000                              |
| iftype           | ethernet                             |
| ports            | [u'eth1000']                         |
| providernetworks | providernet-a                        |
| imac             | 08:00:27:c4:ad:3e                    |
| imtu             | 1500                                 |
| ifclass          | data                                 |
| aemode           | None                                 |
| schedpolicy      | None                                 |
| txhashpolicy     | None                                 |
| uuid             | 8957bb2c-fec3-4e5d-b4ed-78071f9f781c |
| ihost_uuid       | 9c332b27-6f22-433b-bf51-396371ac4608 |
| vlan_id          | None                                 |
| uses             | []                                   |
| used_by          | []                                   |
| created_at       | 2018-08-28T12:50:51.820151+00:00     |
| updated_at       | 2018-08-28T14:46:18.333109+00:00     |
| sriov_numvfs     | 0                                    |
| ipv4_mode        | disabled                             |
| ipv6_mode        | disabled                             |
| accelerated      | [True]                               |
+------------------+--------------------------------------+

Configuring Cinder on Controller Disk

Review the available disk space and capacity and obtain the uuid of the physical disk

[wrsroot@controller-0 ~(keystone_admin)]$ system host-disk-list controller-0
+--------------------------------------+-----------+---------+---------+---------+------------+...
| uuid                                 | device_no | device_ | device_ | size_mi | available_ |...
|                                      | de        | num     | type    | b       | mib        |...
+--------------------------------------+-----------+---------+---------+---------+------------+...
| 6b42c9dc-f7c0-42f1-a410-6576f5f069f1 | /dev/sda  | 2048    | HDD     | 600000  | 434072     |...
|                                      |           |         |         |         |            |...
|                                      |           |         |         |         |            |...
| 534352d8-fec2-4ca5-bda7-0e0abe5a8e17 | /dev/sdb  | 2064    | HDD     | 16240   | 16237      |...
|                                      |           |         |         |         |            |...
|                                      |           |         |         |         |            |...
| 146195b2-f3d7-42f9-935d-057a53736929 | /dev/sdc  | 2080    | HDD     | 16240   | 16237      |...
|                                      |           |         |         |         |            |...
|                                      |           |         |         |         |            |...
+--------------------------------------+-----------+---------+---------+---------+------------+...

Create the 'cinder-volumes' local volume group

[wrsroot@controller-0 ~(keystone_admin)]$ system host-lvg-add controller-0 cinder-volumes
+-----------------+--------------------------------------+
| lvm_vg_name     | cinder-volumes                       |
| vg_state        | adding                               |
| uuid            | 61cb5cd2-171e-4ef7-8228-915d3560cdc3 |
| ihost_uuid      | 9c332b27-6f22-433b-bf51-396371ac4608 |
| lvm_vg_access   | None                                 |
| lvm_max_lv      | 0                                    |
| lvm_cur_lv      | 0                                    |
| lvm_max_pv      | 0                                    |
| lvm_cur_pv      | 0                                    |
| lvm_vg_size     | 0.00                                 |
| lvm_vg_total_pe | 0                                    |
| lvm_vg_free_pe  | 0                                    |
| created_at      | 2018-08-28T13:45:20.218905+00:00     |
| updated_at      | None                                 |
| parameters      | {u'lvm_type': u'thin'}               |
+-----------------+--------------------------------------+

Create a disk partition to add to the volume group

[wrsroot@controller-0 ~(keystone_admin)]$ system host-disk-partition-add controller-0 534352d8-fec2-4ca5-bda7-0e0abe5a8e17 16237 -t lvm_phys_vol
+-------------+--------------------------------------------------+
| Property    | Value                                            |
+-------------+--------------------------------------------------+
| device_path | /dev/disk/by-path/pci-0000:00:0d.0-ata-2.0-part1 |
| device_node | /dev/sdb1                                        |
| type_guid   | ba5eba11-0000-1111-2222-000000000001             |
| type_name   | None                                             |
| start_mib   | None                                             |
| end_mib     | None                                             |
| size_mib    | 16237                                            |
| uuid        | 0494615f-bd79-4490-84b9-dcebbe5f377a             |
| ihost_uuid  | 9c332b27-6f22-433b-bf51-396371ac4608             |
| idisk_uuid  | 534352d8-fec2-4ca5-bda7-0e0abe5a8e17             |
| ipv_uuid    | None                                             |
| status      | Creating                                         |
| created_at  | 2018-08-28T13:45:48.512226+00:00                 |
| updated_at  | None                                             |
+-------------+--------------------------------------------------+

Wait for the new partition to be created (i.e. status=Ready)

[wrsroot@controller-0 ~(keystone_admin)]$ system host-disk-partition-list controller-0 --disk  534352d8-fec2-4ca5-bda7-0e0abe5a8e17
+--------------------------------------+...+------------+...+---------------------+----------+--------+
| uuid                                 |...| device_nod |...| type_name           | size_mib | status |
|                                      |...| e          |...|                     |          |        |
+--------------------------------------+...+------------+...+---------------------+----------+--------+
| 0494615f-bd79-4490-84b9-dcebbe5f377a |...| /dev/sdb1  |...| LVM Physical Volume | 16237    | Ready  |
|                                      |...|            |...|                     |          |        |
|                                      |...|            |...|                     |          |        |
+--------------------------------------+...+------------+...+---------------------+----------+--------+

Add the partition to the volume group

[wrsroot@controller-0 ~(keystone_admin)]$ system host-pv-add controller-0 cinder-volumes 0494615f-bd79-4490-84b9-dcebbe5f377a
+--------------------------+--------------------------------------------------+
| Property                 | Value                                            |
+--------------------------+--------------------------------------------------+
| uuid                     | 9a0ad568-0ace-4d57-9e03-e7a63f609cf2             |
| pv_state                 | adding                                           |
| pv_type                  | partition                                        |
| disk_or_part_uuid        | 0494615f-bd79-4490-84b9-dcebbe5f377a             |
| disk_or_part_device_node | /dev/sdb1                                        |
| disk_or_part_device_path | /dev/disk/by-path/pci-0000:00:0d.0-ata-2.0-part1 |
| lvm_pv_name              | /dev/sdb1                                        |
| lvm_vg_name              | cinder-volumes                                   |
| lvm_pv_uuid              | None                                             |
| lvm_pv_size              | 0                                                |
| lvm_pe_total             | 0                                                |
| lvm_pe_alloced           | 0                                                |
| ihost_uuid               | 9c332b27-6f22-433b-bf51-396371ac4608             |
| created_at               | 2018-08-28T13:47:39.450763+00:00                 |
| updated_at               | None                                             |
+--------------------------+--------------------------------------------------+

Adding an LVM Storage Backend at Installation

Ensure requirements are met to add LVM storage

[wrsroot@controller-0 ~(keystone_admin)]$ system storage-backend-add lvm -s cinder

WARNING : THIS OPERATION IS NOT REVERSIBLE AND CANNOT BE CANCELLED.

By confirming this operation, the LVM backend will be created.

Please refer to the system admin guide for minimum spec for LVM
storage. Set the 'confirmed' field to execute this operation
for the lvm backend.

Add the LVM storage backend

[wrsroot@controller-0 ~(keystone_admin)]$ system storage-backend-add lvm -s cinder --confirmed

System configuration has changed.
Please follow the administrator guide to complete configuring the system.

+--------------------------------------+------------+---------+-------------+...+----------+--------------+
| uuid                                 | name       | backend | state       |...| services | capabilities |
+--------------------------------------+------------+---------+-------------+...+----------+--------------+
| 6d750a68-115a-4c26-adf4-58d6e358a00d | file-store | file    | configured  |...| glance   | {}           |
| e2697426-2d79-4a83-beb7-2eafa9ceaee5 | lvm-store  | lvm     | configuring |...| cinder   | {}           |
+--------------------------------------+------------+---------+-------------+...+----------+--------------+

Wait for the LVM storage backend to be configured (i.e. state=Configured)

[wrsroot@controller-0 ~(keystone_admin)]$ system storage-backend-list
+--------------------------------------+------------+---------+------------+------+----------+--------------+
| uuid                                 | name       | backend | state      | task | services | capabilities |
+--------------------------------------+------------+---------+------------+------+----------+--------------+
| 6d750a68-115a-4c26-adf4-58d6e358a00d | file-store | file    | configured | None | glance   | {}           |
| e2697426-2d79-4a83-beb7-2eafa9ceaee5 | lvm-store  | lvm     | configured | None | cinder   | {}           |
+--------------------------------------+------------+---------+------------+------+----------+--------------+

Configuring VM Local Storage on Controller Disk

Review the available disk space and capacity and obtain the uuid of the physical disk

[wrsroot@controller-0 ~(keystone_admin)]$ system host-disk-list controller-0
+--------------------------------------+-----------+---------+---------+---------+------------+...
| uuid                                 | device_no | device_ | device_ | size_mi | available_ |...
|                                      | de        | num     | type    | b       | mib        |...
+--------------------------------------+-----------+---------+---------+---------+------------+...
| 6b42c9dc-f7c0-42f1-a410-6576f5f069f1 | /dev/sda  | 2048    | HDD     | 600000  | 434072     |...
|                                      |           |         |         |         |            |...
|                                      |           |         |         |         |            |...
| 534352d8-fec2-4ca5-bda7-0e0abe5a8e17 | /dev/sdb  | 2064    | HDD     | 16240   | 0          |...
|                                      |           |         |         |         |            |...
|                                      |           |         |         |         |            |...
| 146195b2-f3d7-42f9-935d-057a53736929 | /dev/sdc  | 2080    | HDD     | 16240   | 16237      |...
|                                      |           |         |         |         |            |...
|                                      |           |         |         |         |            |...
+--------------------------------------+-----------+---------+---------+---------+------------+...

Create the 'nova-local' volume group

[wrsroot@controller-0 ~(keystone_admin)]$ system host-lvg-add controller-0 nova-local
+-----------------+-------------------------------------------------------------------+
| Property        | Value                                                             |
+-----------------+-------------------------------------------------------------------+
| lvm_vg_name     | nova-local                                                        |
| vg_state        | adding                                                            |
| uuid            | 517d313e-8aa0-4b4d-92e6-774b9085f336                              |
| ihost_uuid      | 9c332b27-6f22-433b-bf51-396371ac4608                              |
| lvm_vg_access   | None                                                              |
| lvm_max_lv      | 0                                                                 |
| lvm_cur_lv      | 0                                                                 |
| lvm_max_pv      | 0                                                                 |
| lvm_cur_pv      | 0                                                                 |
| lvm_vg_size     | 0.00                                                              |
| lvm_vg_total_pe | 0                                                                 |
| lvm_vg_free_pe  | 0                                                                 |
| created_at      | 2018-08-28T14:02:58.486716+00:00                                  |
| updated_at      | None                                                              |
| parameters      | {u'concurrent_disk_operations': 2, u'instance_backing': u'image'} |
+-----------------+-------------------------------------------------------------------+

Create a disk partition to add to the volume group

[wrsroot@controller-0 ~(keystone_admin)]$ system host-disk-partition-add controller-0 146195b2-f3d7-42f9-935d-057a53736929 16237 -t lvm_phys_vol
+-------------+--------------------------------------------------+
| Property    | Value                                            |
+-------------+--------------------------------------------------+
| device_path | /dev/disk/by-path/pci-0000:00:0d.0-ata-3.0-part1 |
| device_node | /dev/sdc1                                        |
| type_guid   | ba5eba11-0000-1111-2222-000000000001             |
| type_name   | None                                             |
| start_mib   | None                                             |
| end_mib     | None                                             |
| size_mib    | 16237                                            |
| uuid        | 009ce3b1-ed07-46e9-9560-9d2371676748             |
| ihost_uuid  | 9c332b27-6f22-433b-bf51-396371ac4608             |
| idisk_uuid  | 146195b2-f3d7-42f9-935d-057a53736929             |
| ipv_uuid    | None                                             |
| status      | Creating                                         |
| created_at  | 2018-08-28T14:04:29.714030+00:00                 |
| updated_at  | None                                             |
+-------------+--------------------------------------------------+

Wait for the new partition to be created (i.e. status=Ready)

[wrsroot@controller-0 ~(keystone_admin)]$ system host-disk-partition-list controller-0 --disk 146195b2-f3d7-42f9-935d-057a53736929
+--------------------------------------+...+------------+...+---------------------+----------+--------+
| uuid                                 |...| device_nod |...| type_name           | size_mib | status |
|                                      |...| e          |...|                     |          |        |
+--------------------------------------+...+------------+...+---------------------+----------+--------+
| 009ce3b1-ed07-46e9-9560-9d2371676748 |...| /dev/sdc1  |...| LVM Physical Volume | 16237    | Ready  |
|                                      |...|            |...|                     |          |        |
|                                      |...|            |...|                     |          |        |
+--------------------------------------+...+------------+...+---------------------+----------+--------+

Add the partition to the volume group

[wrsroot@controller-0 ~(keystone_admin)]$ system host-pv-add controller-0 nova-local 009ce3b1-ed07-46e9-9560-9d2371676748
+--------------------------+--------------------------------------------------+
| Property                 | Value                                            |
+--------------------------+--------------------------------------------------+
| uuid                     | 830c9dc8-c71a-4cb2-83be-c4d955ef4f6b             |
| pv_state                 | adding                                           |
| pv_type                  | partition                                        |
| disk_or_part_uuid        | 009ce3b1-ed07-46e9-9560-9d2371676748             |
| disk_or_part_device_node | /dev/sdc1                                        |
| disk_or_part_device_path | /dev/disk/by-path/pci-0000:00:0d.0-ata-3.0-part1 |
| lvm_pv_name              | /dev/sdc1                                        |
| lvm_vg_name              | nova-local                                       |
| lvm_pv_uuid              | None                                             |
| lvm_pv_size              | 0                                                |
| lvm_pe_total             | 0                                                |
| lvm_pe_alloced           | 0                                                |
| ihost_uuid               | 9c332b27-6f22-433b-bf51-396371ac4608             |
| created_at               | 2018-08-28T14:06:05.705546+00:00                 |
| updated_at               | None                                             |
+--------------------------+--------------------------------------------------+
[wrsroot@controller-0 ~(keystone_admin)]$

Unlocking Controller-0

You must unlock controller-0 so that you can use it to install Controller-1. Use the system host-unlock command:

[wrsroot@controller-0 ~(keystone_admin)]$ system host-unlock controller-0

The host is rebooted. During the reboot, the command line is unavailable, and any ssh connections are dropped. To monitor the progress of the reboot, use the controller-0 console.

Verifying the Controller-0 Configuration

On Controller-0, acquire Keystone administrative privileges:

controller-0:~$ source /etc/nova/openrc

Verify that the controller-0 services are running:

[wrsroot@controller-0 ~(keystone_admin)]$ system service-list
+-----+-------------------------------+--------------+----------------+
| id  | service_name                  | hostname     | state          |
+-----+-------------------------------+--------------+----------------+
...
| 1   | oam-ip                        | controller-0 | enabled-active |
| 2   | management-ip                 | controller-0 | enabled-active |
...
+-----+-------------------------------+--------------+----------------+

Verify that controller-0 has controller and compute subfunctions

[wrsroot@controller-0 ~(keystone_admin)]$ system host-show 1 | grep subfunctions
| subfunctions        | controller,compute                         |

Verify that controller-0 is unlocked, enabled, and available:

[wrsroot@controller-0 ~(keystone_admin)]$ system host-list
+----+--------------+-------------+----------------+-------------+--------------+
| id | hostname     | personality | administrative | operational | availability |
+----+--------------+-------------+----------------+-------------+--------------+
| 1  | controller-0 | controller  | unlocked       | enabled     | available    |
+----+--------------+-------------+----------------+-------------+--------------+

System Alarm List

When all nodes are Unlocked, Enabled and Available: check 'fm alarm-list' for issues.

Your StarlingX deployment is now up and running with 1 Controller with Cinder Storage and all OpenStack services up and running. You can now proceed with standard OpenStack APIs, CLIs and/or Horizon to load Glance Images, configure Nova Flavors, configure Neutron networks and launch Nova Virtual Machines.