Reorder the install guide to focus on the easy path

Move the advanced installation with playbooks in a new file.
Also add the information on what to do after the commands succeed:
link to the ironic docs, mention the generated files from testenv.

Change-Id: Ic974e6681ff0cee4adf8317365e49c4987502872
This commit is contained in:
Dmitry Tantsur 2021-03-10 14:54:52 +01:00
parent 8f1d962d25
commit d3cddf2b56
4 changed files with 274 additions and 240 deletions

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@ -42,6 +42,17 @@ See the built-in documentation for more details:
./bifrost-cli testenv --help ./bifrost-cli testenv --help
The command generates two files with node inventory in the current directory:
* ``baremetal-inventory.json`` can be used with the provided playbooks, see
:doc:`/user/howto` for details.
* ``baremetal-nodes.json`` can be used with the Ironic enrollment command:
.. code-block:: shell
export OS_CLOUD=bifrost
baremetal create baremetal-nodes.json
Reproduce CI testing locally Reproduce CI testing locally
============================ ============================

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@ -221,15 +221,16 @@ Then do not forget to pass ``--testenv`` flag to ``bifrost-cli install``.
See :doc:`/contributor/testenv` for more details and for advanced ways of See :doc:`/contributor/testenv` for more details and for advanced ways of
creating a virtual environment (also supported on Ussuri and older). creating a virtual environment (also supported on Ussuri and older).
.. _bifrost-cli:
============================ ============================
Quick start with bifrost-cli Quick start with bifrost-cli
============================ ============================
The ``bifrost-cli`` script, available since the Victoria release series, The ``bifrost-cli`` script, available since the Victoria release series,
installs the Bare Metal service with the recommended defaults. installs the Bare Metal service with the recommended defaults.
Follow :doc:`playbooks` if using Ussuri or older or if you need a full control
.. note:: over your environment.
Follow `Installation via playbooks`_ if using Ussuri or older.
Using it is as simple as: Using it is as simple as:
@ -290,255 +291,31 @@ See the built-in documentation for more details:
./bifrost-cli install --help ./bifrost-cli install --help
========================== Using Bifrost
Installation via playbooks =============
==========================
Installation is split into four parts: After installation is done, export the following environment variable to
configure the bare metal client to use the ``bifrost`` cloud configuration from
the generated ``clouds.yaml`` (see :ref:`baremetal-cli` for details):
* Installation of Ansible .. code-block:: shell
* Configuring settings for the installation
* Execution of the installation playbook
Installation of Ansible export OS_CLOUD=bifrost
=======================
Installation of Ansible can take place using the provided environment setup Now you can use Ironic directly, see the `standalone guide`_ for more details.
script located at ``scripts/env-setup.sh`` which is present in the bifrost Alternatively, you can use the provided playbooks to automate certain common
repository. This may also be used if you already have ansible, as it will operations - see :doc:`/user/howto`.
install ansible and various dependencies to a virtual environment in order
to avoid overwriting or conflicting with a system-wide Ansible installation.
Alternatively, if you have a working Ansible installation, under normal .. _standalone guide: https://docs.openstack.org/ironic/latest/install/standalone.html
circumstances the installation playbook can be executed, but you will need
to configure the `Virtual environment`_.
.. note:: All testing takes place utilizing the ``scripts/env-setup.sh``
script. Please feel free to submit
`bug reports <https://bugs.launchpad.net/bifrost/>`_ or patches
to OpenStack Gerrit for any issues encountered if you choose to
directly invoke the playbooks without using ``env-setup.sh``.
Virtual environment
===================
To avoid conflicts between Python packages installed from source and system
packages, Bifrost defaults to installing everything to a virtual environment.
``scripts/env-setup.sh`` will automatically create a virtual environment in
``/opt/stack/bifrost`` if it does not exist.
If you want to relocate the virtual environment, export the ``VENV`` variable
before calling ``env-setup.sh``::
export VENV=/path/to/my/venv
If you're using the ansible playbooks directly (without the helper scripts),
set the ``bifrost_venv_dir`` variables accordingly.
.. note::
Because of Ansible dependencies Bifrost only supports virtual environments
created with ``--system-site-packages``.
Pre-installation settings
=========================
Before performing the installation, it is highly recommended that you edit
``./playbooks/inventory/group_vars/*`` to match your environment. Several
files are located in this folder, and you may wish to review and edit the
settings across multiple files:
* The ``target`` file is used by roles that execute against the target node
upon which you are installing ironic and all required services.
* The ``baremetal`` file is geared for roles executed against baremetal
nodes. This may be useful if you are automating multiple steps involving
deployment and configuration of nodes beyond deployment via the same
roles.
* The ``localhost`` file is similar to the ``target`` file, and likely
contains identical settings. This file is referenced if no explicit
target is defined, as it defaults to the localhost.
Duplication between variable names does occur within these files, as
variables are unique to the group that the role is being executed
upon.
- If MySQL is already installed, update ``mysql_password`` to match
your local installation.
- Change ``network_interface`` to match the interface that will need
to service DHCP requests.
- Set ``service_password`` which is used for communication between services.
If unset, a random password is generated during the initial installation and
stored on the controller in ``~/.config/bifrost/service_password``.
The install process, when executed will either download, or build
disk images for the deployment of nodes, and be deployed to the nodes.
If you wish to build an image, based upon the settings, you will need
to set ``create_image_via_dib`` to ``true``.
If you are running the installation behind a proxy, export the
environment variables ``http_proxy``, ``https_proxy`` and ``no_proxy``
so that ansible will use these proxy settings.
TLS support
-----------
Bifrost supports TLS for API services with two options:
* A self-signed certificate can be generated automatically. Set
``enable_tls=true`` and ``generate_tls=true``.
.. note:: This is equivalent to the ``--enable-tls`` flag of ``bifrost-cli``.
* Certificate paths can be provided via:
``tls_certificate_path``
Path to the TLS certificate (must be world-readable).
``tls_private_key_path``
Path to the private key (must not be password protected).
``tls_csr_path``
Path to the certificate signing request file.
Set ``enable_tls=true`` and do not set ``generate_tls`` to use this option.
.. warning::
If using Keystone, see :ref:`keystone-tls` for important notes.
Dependencies
============
In order to really get started, you must install dependencies.
With the addition of ansible collections, the ``env-setup.sh`` will install
the collections in the default ansible ``collections_paths`` (according to your
ansible.cfg) or you can specify the location setting
``ANSIBLE_COLLECTIONS_PATHS``:
.. code-block:: bash
$ export ANSIBLE_COLLECTIONS_PATHS=/mydir/collections
.. note::
If you are using a virtual environment ANSIBLE_COLLECTIONS_PATHS is
automatically set. After Ansible Collections are installed,
a symbolic link to to the installation is created in the bifrost playbook
directory.
The ``env-setup.sh`` script automatically invokes ``install-deps.sh`` and
creates a virtual environment for you:
.. code-block:: bash
$ bash ./scripts/env-setup.sh
$ source /opt/stack/bifrost/bin/activate
$ cd playbooks
Once the dependencies are in-place, you can execute the ansible playbook to
perform the actual installation. The playbook will install and configure
ironic in a stand-alone fashion.
A few important notes:
* The OpenStack Identity service (keystone) is NOT installed by default,
and ironic's API is accessible without authentication. It is possible
to put basic password authentication on ironic's API by changing the nginx
configuration accordingly.
.. note:: Bifrost playbooks can leverage and optionally install keystone.
See :doc:`Keystone install details <keystone>`.
* The OpenStack Networking service (neutron) is NOT installed. Ironic performs
static IP injection via config-drive or DHCP reservation.
* Deployments are performed by the ironic python agent (IPA).
* dnsmasq is configured statically and responds to all PXE boot requests by
chain-loading to iPXE, which then fetches the Ironic Python Agent ramdisk
from nginx.
* By default, installation will build an Ubuntu-based image for deployment
to nodes. This image can be easily customized if so desired.
The re-execution of the playbook will cause states to be re-asserted. If not
already present, a number of software packages including MySQL will be
installed on the host. Python code will be reinstalled regardless if
it has changed.
Playbook Execution
==================
Playbook based install provides a greater degree of visibility and control
over the process and is suitable for advanced installation scenarios.
Examples:
First, make sure that the virtual environment is active (the example below
assumes that bifrost venv is installed into the default path
/opt/stack/bifrost).
$ . /opt/stack/bifrost/bin/activate
(bifrost) $
Verify if the ansible-playbook executable points to the one installed in
the virtual environment:
(bifrost) $ which ansible-playbook
/opt/stack/bifrost/bin/ansible-playbook
(bifrost) $
change to the ``playbooks`` subdirectory of the cloned bifrost repository:
$ cd playbooks
If you have passwordless sudo enabled, run::
$ ansible-playbook -vvvv -i inventory/target install.yaml
Otherwise, add the ``-K`` to the ansible command line, to trigger ansible
to prompt for the sudo password::
$ ansible-playbook -K -vvvv -i inventory/target install.yaml
With regard to testing, ironic's node cleaning capability is enabled by
default, but only metadata cleaning is turned on, as it can be an unexpected
surprise for a new user that their test node is unusable for however long it
takes for the disks to be wiped.
If you wish to enable full cleaning, you can achieve this by passing the option
``-e cleaning_disk_erase=true`` to the command line or executing the command
below::
$ ansible-playbook -K -vvvv -i inventory/target install.yaml -e cleaning_disk_erase=true
If installing a stable release, you need to set two more parameters, e.g.::
-e git_branch=stable/train -e ipa_upstream_release=stable-train
.. note::
Note the difference in format: git branch uses slashes, IPA release uses
dashes.
After you have performed an installation, you can edit
``/etc/ironic/ironic.conf`` to enable or disable cleaning as desired.
It is highly encouraged to utilize cleaning in any production environment.
Additional ironic drivers
=========================
An additional collection of drivers are maintained outside of the ironic source
code repository, as they do not have Continuous Integration (CI) testing.
These drivers and information about them can be found in
`ironic-staging-drivers docs <https://opendev.org/x/ironic-staging-drivers/>`_.
If you would like to install the ironic staging drivers, simply pass
``-e staging_drivers_include=true`` when executing the install playbook::
$ ansible-playbook -K -vvvv -i inventory/target install.yaml -e staging_drivers_include=true
=============== ===============
Advanced Topics Advanced Topics
=============== ===============
.. toctree:: .. toctree::
:maxdepth: 1 :maxdepth: 2
playbooks
keystone keystone
offline-install offline-install

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@ -0,0 +1,244 @@
==========================
Installation via playbooks
==========================
Countrary to :ref:`bifrost-cli`, this method of installation allows full
control over all parameters, as well as injecting your own ansible playbooks.
Installation is split into four parts:
* Installation of Ansible
* Configuring settings for the installation
* Execution of the installation playbook
Installation of Ansible
=======================
Installation of Ansible can take place using the provided environment setup
script located at ``scripts/env-setup.sh`` which is present in the bifrost
repository. This may also be used if you already have ansible, as it will
install ansible and various dependencies to a virtual environment in order
to avoid overwriting or conflicting with a system-wide Ansible installation.
Alternatively, if you have a working Ansible installation, under normal
circumstances the installation playbook can be executed, but you will need
to configure the `Virtual environment`_.
.. note:: All testing takes place utilizing the ``scripts/env-setup.sh``
script. Please feel free to submit
`bug reports <https://bugs.launchpad.net/bifrost/>`_ or patches
to OpenStack Gerrit for any issues encountered if you choose to
directly invoke the playbooks without using ``env-setup.sh``.
Virtual environment
===================
To avoid conflicts between Python packages installed from source and system
packages, Bifrost defaults to installing everything to a virtual environment.
``scripts/env-setup.sh`` will automatically create a virtual environment in
``/opt/stack/bifrost`` if it does not exist.
If you want to relocate the virtual environment, export the ``VENV`` variable
before calling ``env-setup.sh``::
export VENV=/path/to/my/venv
If you're using the ansible playbooks directly (without the helper scripts),
set the ``bifrost_venv_dir`` variables accordingly.
.. note::
Because of Ansible dependencies Bifrost only supports virtual environments
created with ``--system-site-packages``.
Pre-installation settings
=========================
Before performing the installation, it is highly recommended that you edit
``./playbooks/inventory/group_vars/*`` to match your environment. Several
files are located in this folder, and you may wish to review and edit the
settings across multiple files:
* The ``target`` file is used by roles that execute against the target node
upon which you are installing ironic and all required services.
* The ``baremetal`` file is geared for roles executed against baremetal
nodes. This may be useful if you are automating multiple steps involving
deployment and configuration of nodes beyond deployment via the same
roles.
* The ``localhost`` file is similar to the ``target`` file, and likely
contains identical settings. This file is referenced if no explicit
target is defined, as it defaults to the localhost.
Duplication between variable names does occur within these files, as
variables are unique to the group that the role is being executed
upon.
- If MySQL is already installed, update ``mysql_password`` to match
your local installation.
- Change ``network_interface`` to match the interface that will need
to service DHCP requests.
- Set ``service_password`` which is used for communication between services.
If unset, a random password is generated during the initial installation and
stored on the controller in ``~/.config/bifrost/service_password``.
The install process, when executed will either download, or build
disk images for the deployment of nodes, and be deployed to the nodes.
If you wish to build an image, based upon the settings, you will need
to set ``create_image_via_dib`` to ``true``.
If you are running the installation behind a proxy, export the
environment variables ``http_proxy``, ``https_proxy`` and ``no_proxy``
so that ansible will use these proxy settings.
TLS support
-----------
Bifrost supports TLS for API services with two options:
* A self-signed certificate can be generated automatically. Set
``enable_tls=true`` and ``generate_tls=true``.
.. note:: This is equivalent to the ``--enable-tls`` flag of ``bifrost-cli``.
* Certificate paths can be provided via:
``tls_certificate_path``
Path to the TLS certificate (must be world-readable).
``tls_private_key_path``
Path to the private key (must not be password protected).
``tls_csr_path``
Path to the certificate signing request file.
Set ``enable_tls=true`` and do not set ``generate_tls`` to use this option.
.. warning::
If using Keystone, see :ref:`keystone-tls` for important notes.
Dependencies
============
In order to really get started, you must install dependencies.
With the addition of ansible collections, the ``env-setup.sh`` will install
the collections in the default ansible ``collections_paths`` (according to your
ansible.cfg) or you can specify the location setting
``ANSIBLE_COLLECTIONS_PATHS``:
.. code-block:: bash
$ export ANSIBLE_COLLECTIONS_PATHS=/mydir/collections
.. note::
If you are using a virtual environment ANSIBLE_COLLECTIONS_PATHS is
automatically set. After Ansible Collections are installed,
a symbolic link to to the installation is created in the bifrost playbook
directory.
The ``env-setup.sh`` script automatically invokes ``install-deps.sh`` and
creates a virtual environment for you:
.. code-block:: bash
$ bash ./scripts/env-setup.sh
$ source /opt/stack/bifrost/bin/activate
$ cd playbooks
Once the dependencies are in-place, you can execute the ansible playbook to
perform the actual installation. The playbook will install and configure
ironic in a stand-alone fashion.
A few important notes:
* The OpenStack Identity service (keystone) is NOT installed by default,
and ironic's API is accessible without authentication. It is possible
to put basic password authentication on ironic's API by changing the nginx
configuration accordingly.
.. note:: Bifrost playbooks can leverage and optionally install keystone.
See :doc:`Keystone install details <keystone>`.
* The OpenStack Networking service (neutron) is NOT installed. Ironic performs
static IP injection via config-drive or DHCP reservation.
* Deployments are performed by the ironic python agent (IPA).
* dnsmasq is configured statically and responds to all PXE boot requests by
chain-loading to iPXE, which then fetches the Ironic Python Agent ramdisk
from nginx.
* By default, installation will build an Ubuntu-based image for deployment
to nodes. This image can be easily customized if so desired.
The re-execution of the playbook will cause states to be re-asserted. If not
already present, a number of software packages including MySQL will be
installed on the host. Python code will be reinstalled regardless if
it has changed.
Playbook Execution
==================
Playbook based install provides a greater degree of visibility and control
over the process and is suitable for advanced installation scenarios.
Examples:
First, make sure that the virtual environment is active (the example below
assumes that bifrost venv is installed into the default path
/opt/stack/bifrost).
$ . /opt/stack/bifrost/bin/activate
(bifrost) $
Verify if the ansible-playbook executable points to the one installed in
the virtual environment:
(bifrost) $ which ansible-playbook
/opt/stack/bifrost/bin/ansible-playbook
(bifrost) $
change to the ``playbooks`` subdirectory of the cloned bifrost repository:
$ cd playbooks
If you have passwordless sudo enabled, run::
$ ansible-playbook -vvvv -i inventory/target install.yaml
Otherwise, add the ``-K`` to the ansible command line, to trigger ansible
to prompt for the sudo password::
$ ansible-playbook -K -vvvv -i inventory/target install.yaml
With regard to testing, ironic's node cleaning capability is enabled by
default, but only metadata cleaning is turned on, as it can be an unexpected
surprise for a new user that their test node is unusable for however long it
takes for the disks to be wiped.
If you wish to enable full cleaning, you can achieve this by passing the option
``-e cleaning_disk_erase=true`` to the command line or executing the command
below::
$ ansible-playbook -K -vvvv -i inventory/target install.yaml -e cleaning_disk_erase=true
If installing a stable release, you need to set two more parameters, e.g.::
-e git_branch=stable/train -e ipa_upstream_release=stable-train
.. note::
Note the difference in format: git branch uses slashes, IPA release uses
dashes.
After you have performed an installation, you can edit
``/etc/ironic/ironic.conf`` to enable or disable cleaning as desired.
It is highly encouraged to utilize cleaning in any production environment.
Additional ironic drivers
=========================
An additional collection of drivers are maintained outside of the ironic source
code repository, as they do not have Continuous Integration (CI) testing.
These drivers and information about them can be found in
`ironic-staging-drivers docs <https://opendev.org/x/ironic-staging-drivers/>`_.
If you would like to install the ironic staging drivers, simply pass
``-e staging_drivers_include=true`` when executing the install playbook::
$ ansible-playbook -K -vvvv -i inventory/target install.yaml -e staging_drivers_include=true

View File

@ -2,6 +2,8 @@
How-To How-To
====== ======
.. _baremetal-cli:
Use the baremetal CLI Use the baremetal CLI
===================== =====================