ironic/doc/source/user/states.rst
Julia Kreger 0d2a2e4bf4 docs: allow the state diagram to be larger
The state digram is constrainted into a frame of the page rendering
and the prior configuration set it to be a maximum of 660 pixels,
however we should allow the image to be aligned to page size which
can result in a larger image, but still constrained slightly so
spinx includes a link to the image.

Change-Id: I19350fc010bd5aac798b2d57ea3d2eb98239a457
2024-05-15 06:48:40 -07:00

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ReStructuredText

.. _states:
========================
Bare Metal State Machine
========================
State Machine Diagram
=====================
The diagram below shows the provisioning states that an Ironic node goes
through during the lifetime of a node. The diagram also depicts the events
that transition the node to different states.
Stable states are highlighted with a thicker border. All transitions from
stable states are initiated by API requests. There are a few other
API-initiated-transitions that are possible from non-stable states.
The events for these API-initiated transitions are indicated with '(via API)'.
Internally, the conductor initiates the other transitions (depicted in gray).
.. figure:: ../images/states.svg
:width: 99%
:align: left
:alt: Ironic state transitions
Please click the image above to view the diagram at it's full size,
as the presence in the documentation results in it being scaled down.
.. note::
There are aliases for some transitions:
* ``deploy`` is an alias for ``active``.
* ``undeploy`` is an alias for ``deleted``
Enrollment and Preparation
==========================
enroll (stable state)
This is the state that all nodes start off in when created using API version
1.11 or newer. When a node is in the ``enroll`` state, the only thing ironic
knows about it is that it exists, and ironic cannot take any further action
by itself. Once a node has its driver/interfaces and their required
information set in ``node.driver_info``, the node can be transitioned to the
``verifying`` state by setting the node's provision state using the
``manage`` verb.
See :doc:`/install/enrollment` for information on enrolling nodes.
verifying
ironic will validate that it can manage the node using the information given
in ``node.driver_info`` and with either the driver/hardware type and
interfaces it has been assigned. This involves going out and confirming that
the credentials work to access whatever node control mechanism they talk to.
manageable (stable state)
Once ironic has verified that it can manage the node using the
driver/interfaces and credentials passed in at node create time, the node
will be transitioned to the ``manageable`` state. From ``manageable``, nodes
can transition to:
* ``manageable`` (through ``cleaning``) by setting the node's provision state
using the ``clean`` verb.
* ``manageable`` (through ``inspecting``) by setting the node's provision
state using the ``inspect`` verb.
* ``available`` (through ``cleaning`` if automatic cleaning is enabled) by
setting the node's provision state using the ``provide`` verb.
* ``active`` (through ``adopting``) by setting the node's provision state
using the ``adopt`` verb.
``manageable`` is the state that a node should be moved into when any updates
need to be made to it such as changes to fields in driver_info and updates to
networking information on ironic ports assigned to the node.
``manageable`` is also the only stable state that can be transitioned to,
from these failure states:
* ``adopt failed``
* ``clean failed``
* ``inspect failed``
inspecting
``inspecting`` will utilize node introspection to update hardware-derived
node properties to reflect the current state of the hardware. Typically,
the node will transition to ``manageable`` if inspection is synchronous,
or ``inspect wait`` if asynchronous. The node will transition to
``inspect failed`` if error occurred.
See :doc:`/admin/inspection` for information about inspection.
inspect wait
This is the provision state used when an asynchronous inspection is in
progress. A successfully inspected node shall transition to ``manageable``
state.
inspect failed
This is the state a node will move into when inspection of the node fails. From
here the node can transitioned to:
* ``inspecting`` by setting the node's provision state using the ``inspect``
verb.
* ``manageable`` by setting the node's provision state using the ``manage``
verb
cleaning
Nodes in the ``cleaning`` state are being scrubbed and reprogrammed into a
known configuration.
When a node is in the ``cleaning`` state it means that the conductor is
executing the clean step (for out-of-band clean steps) or preparing the
environment (building PXE configuration files, configuring the DHCP, etc)
to boot the ramdisk for running in-band clean steps.
clean wait
Just like the ``cleaning`` state, the nodes in the ``clean wait`` state are
being scrubbed and reprogrammed. The difference is that in the ``clean wait``
state the conductor is waiting for the ramdisk to boot or the clean step
which is running in-band to finish.
The cleaning process of a node in the ``clean wait`` state can be interrupted
by setting the node's provision state using the ``abort`` verb if the task
that is running allows it.
Deploy and Undeploy
===================
available (stable state)
After nodes have been successfully preconfigured and cleaned, they are moved
into the ``available`` state and are ready to be provisioned. From
``available``, nodes can transition to:
* ``active`` (through ``deploying``) by setting the node's provision state
using the ``active`` or ``deploy`` verbs.
* ``manageable`` by setting the node's provision state using the ``manage``
verb
deploying
Nodes in ``deploying`` are being prepared to run a workload on them. This
consists of running a series of tasks, such as:
* Setting appropriate BIOS configurations
* Partitioning drives and laying down file systems.
* Creating any additional resources (node-specific network config, a config
drive partition, etc.) that may be required by additional subsystems.
See :doc:`/user/deploy` and :doc:`/admin/node-deployment` for information
about deploying nodes.
wait call-back
Just like the ``deploying`` state, the nodes in ``wait call-back`` are being
deployed. The difference is that in ``wait call-back`` the conductor is
waiting for the ramdisk to boot or execute parts of the deployment which
need to run in-band on the node (for example, installing the bootloader, or
writing the image to the disk).
The deployment of a node in ``wait call-back`` can be interrupted by setting
the node's provision state using the ``deleted`` or ``undeploy`` verbs.
deploy failed
This is the state a node will move into when a deployment fails, for example
a timeout waiting for the ramdisk to PXE boot. From here the node can be
transitioned to:
* ``active`` (through ``deploying``) by setting the node's provision state
using the ``active``, ``deploy`` or ``rebuild`` verbs.
* ``available`` (through ``deleting`` and ``cleaning``) by setting the
node's provision state using the ``deleted`` or ``undeploy`` verbs.
active (stable state)
Nodes in ``active`` have a workload running on them. ironic may collect
out-of-band sensor information (including power state) on a regular basis.
Nodes in ``active`` can transition to:
* ``available`` (through ``deleting`` and ``cleaning``) by setting the node's
provision state using the ``deleted`` or ``undeploy`` verbs.
* ``active`` (through ``deploying``) by setting the node's provision state
using the ``rebuild`` verb.
* ``rescue`` (through ``rescuing``) by setting the node's provision state
using the ``rescue`` verb.
deleting
Nodes in ``deleting`` state are being torn down from running an active
workload. In ``deleting``, ironic tears down and removes any configuration and
resources it added in ``deploying`` or ``rescuing``.
error (stable state)
This is the state a node will move into when deleting an active deployment
fails. From ``error``, nodes can transition to:
* ``available`` (through ``deleting`` and ``cleaning``) by setting the node's
provision state using the ``deleted`` or ``undeploy`` verbs.
adopting
This state allows ironic to take over management of a baremetal node with an
existing workload on it. Ordinarily when a baremetal node is enrolled and
managed by ironic, it must transition through ``cleaning`` and ``deploying``
to reach ``active`` state. However, those baremetal nodes that have an
existing workload on them, do not need to be deployed or cleaned again, so
this transition allows these nodes to move directly from ``manageable`` to
``active``.
See :doc:`/admin/adoption` for information about this feature.
Rescue
======
rescuing
Nodes in ``rescuing`` are being prepared to perform rescue operations.
This consists of running a series of tasks, such as:
* Setting appropriate BIOS configurations.
* Creating any additional resources (node-specific network config, etc.) that
may be required by additional subsystems.
See :doc:`/admin/rescue` for information about this feature.
rescue wait
Just like the ``rescuing`` state, the nodes in ``rescue wait`` are being
rescued. The difference is that in ``rescue wait`` the conductor is
waiting for the ramdisk to boot or execute parts of the rescue which
need to run in-band on the node (for example, setting the password for
user named ``rescue``).
The rescue operation of a node in ``rescue wait`` can be aborted by
setting the node's provision state using the ``abort`` verb.
rescue failed
This is the state a node will move into when a rescue operation fails,
for example a timeout waiting for the ramdisk to PXE boot. From here the
node can be transitioned to:
* ``rescue`` (through ``rescuing``) by setting the node's provision state
using the ``rescue`` verb.
* ``active`` (through ``unrescuing``) by setting the node's provision state
using the ``unrescue`` verb.
* ``available`` (through ``deleting``) by setting the node's provision state
using the ``deleted`` verb.
rescue (stable state)
Nodes in ``rescue`` have a rescue ramdisk running on them. Ironic may collect
out-of-band sensor information (including power state) on a regular basis.
Nodes in ``rescue`` can transition to:
* ``active`` (through ``unrescuing``) by setting the node's provision state
using the ``unrescue`` verb.
* ``available`` (through ``deleting``) by setting the node's provision state
using the ``deleted`` verb.
unrescuing
Nodes in ``unrescuing`` are being prepared to transition to ``active`` state
from ``rescue`` state. This consists of running a series of tasks, such as
setting appropriate BIOS configurations such as changing boot device.
unrescue failed
This is the state a node will move into when an unrescue operation fails.
From here the node can be transitioned to:
* ``rescue`` (through ``rescuing``) by setting the node's provision state
using the ``rescue`` verb.
* ``active`` (through ``unrescuing``) by setting the node's provision state
using the ``unrescue`` verb.
* ``available`` (through ``deleting``) by setting the node's provision state
using the ``deleted`` verb.
Servicing
=========
servicing
Nodes in the ``servicing`` state are nodes that are having service performed
on them. This service is similar to cleaning, but is performed on nodes currently
in ``active`` state and returns them to ``active`` state when complete.
When a node is in the ``servicing`` state it means that the conductor is
executing the service step or preparing the environment to execute the step.
See :doc:`/admin/servicing` for more details on Node servicing.
service wait
Just like the ``servicing`` state, the nodes in the ``service wait`` state are
being serviced with service steps. The difference is that in the
``service wait`` state the conductor is waiting for the ramdisk to boot or the
clean step which is running in-band to finish.
The servicing of a node in the ``service wait`` state can be interrupted
by setting the node's provision state using the ``abort`` verb if the task
that is running allows it.
service failed
This is the state a node will move into when a service operation fails,
for example a timeout waiting for the ramdisk to PXE boot. From here the
node can be transitioned to:
* ``active`` (through ``servicing``) by setting the node's provision state
using the ``service`` verb.
* ``rescue`` (through ``rescuing``) by setting the node's provision state
using the ``rescue`` verb.