Separate configuration docs from usage
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doc/source/configuration.rst
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doc/source/configuration.rst
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=============
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Configuration
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=============
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This section covers configuration of Kayobe. As an Ansible-based project,
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Kayobe is for the most part configured using YAML files.
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Configuration Location
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======================
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Kayobe configuration is by default located in ``/etc/kayobe`` on the Ansible
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control host. This location can be overridden to a different location to avoid
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touching the system configuration directory by setting the environment variable
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``KAYOBE_CONFIG_PATH``. Similarly, kolla configuration on the Ansible control
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host will by default be located in ``/etc/kolla`` and can be overridden via
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``KOLLA_CONFIG_PATH``.
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Configuration Directory Layout
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==============================
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The Kayobe configuration directory contains Ansible ``extra-vars`` files and
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the Ansible inventory. An example of the directory structure is as follows::
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extra-vars1.yml
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extra-vars2.yml
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inventory/
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group_vars/
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group1-vars
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group2-vars
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groups
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host_vars/
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host1-vars
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host2-vars
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hosts
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Configuration Patterns
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======================
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Ansible's variable precedence rules are `fairly well documented
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<http://docs.ansible.com/ansible/playbooks_variables.html#variable-precedence-where-should-i-put-a-variable>`_
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and provide a mechanism we can use for providing site localisation and
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customisation of OpenStack in combination with some reasonable default values.
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For global configuration options, Kayobe typically uses the following patterns:
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- Playbook group variables for the *all* group in
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``<kayobe repo>/ansible/group_vars/all/*`` set **global defaults**. These
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files should not be modified.
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- Playbook group variables for other groups in
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``<kayobe repo>/ansible/group_vars/<group>/*`` set **defaults for some subsets
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of hosts**. These files should not be modified.
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- Extra-vars files in ``${KAYOBE_CONFIG_PATH}/*.yml`` set **custom values
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for global variables** and should be used to apply global site localisation
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and customisation. By default these variables are commented out.
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Additionally, variables can be set on a per-host basis using inventory host
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variables files in ``${KAYOBE_CONFIG_PATH}/inventory/host_vars/*``. It should
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be noted that variables set in extra-vars files take precedence over per-host
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variables.
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Configuring Kayobe
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==================
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From a checkout of the Kayobe repository, the baseline Kayobe configuration
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should be copied to the Kayobe configuration path::
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$ cp -r etc/ ${KAYOBE_CONFIG_PATH:-/etc/kayobe}
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Once in place, each of the YAML and inventory files should be manually
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inspected and configured as required.
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Inventory
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----------
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The inventory should contain the following hosts:
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Control host
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This should be localhost and should be a member of the ``config-mgmt``
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group.
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Seed hypervisor
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If provisioning a seed VM, a host should exist for the hypervisor that
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will run the VM, and should be a member of the ``seed-hypervisor`` group.
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Seed
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The seed host, whether provisioned as a VM by Kayobe or externally managed,
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should exist in the ``seed`` group.
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Cloud hosts and bare metal compute hosts are not required to exist in the
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inventory.
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Site Localisation and Customisation
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-----------------------------------
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Site localisation and customisation is applied using Ansible extra-vars files
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in ``${KAYOBE_CONFIG_PATH}/*.yml``.
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Encryption of Secrets
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---------------------
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Kayobe supports the use of `Ansible vault
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<http://docs.ansible.com/ansible/playbooks_vault.html>`_ to encrypt sensitive
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information in its configuration. The ``ansible-vault`` tool should be used to
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manage individual files for which encryption is required. Any of the
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configuration files may be encrypted. Since encryption can make working with
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Kayobe difficult, it is recommended to follow `best practice
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<http://docs.ansible.com/ansible/playbooks_best_practices.html#best-practices-for-variables-and-vaults>`_,
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adding a layer of indirection and using encryption only where necessary.
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@ -22,6 +22,7 @@ Documentation
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architecture
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installation
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configuration
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usage
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Developer Documentation
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@ -9,111 +9,6 @@ hypervisor has access to the bare metal nodes that will form the OpenStack
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control plane. Finally, we assume that the control plane nodes have access to
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the bare metal nodes that will form the workload node pool.
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Configuration
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=============
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As an Ansible-based project, Kayobe is for the most part configured using YAML
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files.
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Configuration Location
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----------------------
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Kayobe configuration is by default located in ``/etc/kayobe`` on the Ansible
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control host. This location can be overridden to a different location to avoid
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touching the system configuration directory by setting the environment variable
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``KAYOBE_CONFIG_PATH``. Similarly, kolla configuration on the Ansible control
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host will by default be located in ``/etc/kolla`` and can be overridden via
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``KOLLA_CONFIG_PATH``.
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Configuration Directory Layout
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------------------------------
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The Kayobe configuration directory contains Ansible ``extra-vars`` files and
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the Ansible inventory. An example of the directory structure is as follows::
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extra-vars1.yml
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extra-vars2.yml
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inventory/
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group_vars/
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group1-vars
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group2-vars
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groups
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host_vars/
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host1-vars
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host2-vars
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hosts
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Configuration Patterns
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----------------------
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Ansible's variable precedence rules are `fairly well documented
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<http://docs.ansible.com/ansible/playbooks_variables.html#variable-precedence-where-should-i-put-a-variable>`_
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and provide a mechanism we can use for providing site localisation and
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customisation of OpenStack in combination with some reasonable default values.
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For global configuration options, Kayobe typically uses the following patterns:
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- Playbook group variables for the *all* group in
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``<kayobe repo>/ansible/group_vars/all/*`` set **global defaults**. These
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files should not be modified.
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- Playbook group variables for other groups in
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``<kayobe repo>/ansible/group_vars/<group>/*`` set **defaults for some subsets
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of hosts**. These files should not be modified.
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- Extra-vars files in ``${KAYOBE_CONFIG_PATH}/*.yml`` set **custom values
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for global variables** and should be used to apply global site localisation
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and customisation. By default these variables are commented out.
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Additionally, variables can be set on a per-host basis using inventory host
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variables files in ``${KAYOBE_CONFIG_PATH}/inventory/host_vars/*``. It should
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be noted that variables set in extra-vars files take precedence over per-host
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variables.
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Configuring Kayobe
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------------------
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From a checkout of the Kayobe repository, the baseline Kayobe configuration
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should be copied to the Kayobe configuration path::
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$ cp -r etc/ ${KAYOBE_CONFIG_PATH:-/etc/kayobe}
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Once in place, each of the YAML and inventory files should be manually
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inspected and configured as required.
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Inventory
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^^^^^^^^^
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The inventory should contain the following hosts:
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Control host
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This should be localhost and should be a member of the ``config-mgmt``
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group.
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Seed hypervisor
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If provisioning a seed VM, a host should exist for the hypervisor that
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will run the VM, and should be a member of the ``seed-hypervisor`` group.
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Seed
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The seed host, whether provisioned as a VM by Kayobe or externally managed,
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should exist in the ``seed`` group.
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Cloud hosts and bare metal compute hosts are not required to exist in the
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inventory.
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Site Localisation and Customisation
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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Site localisation and customisation is applied using Ansible extra-vars files
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in ``${KAYOBE_CONFIG_PATH}/*.yml``.
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Encryption of Secrets
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^^^^^^^^^^^^^^^^^^^^^
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Kayobe supports the use of `Ansible vault
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<http://docs.ansible.com/ansible/playbooks_vault.html>`_ to encrypt sensitive
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information in its configuration. The ``ansible-vault`` tool should be used to
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manage individual files for which encryption is required. Any of the
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configuration files may be encrypted. Since encryption can make working with
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Kayobe difficult, it is recommended to follow `best practice
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<http://docs.ansible.com/ansible/playbooks_best_practices.html#best-practices-for-variables-and-vaults>`_,
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adding a layer of indirection and using encryption only where necessary.
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Command Line Interface
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======================
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