Chapter 3. Deploying the Undercloud

1. Create an installation user.
2. Create directories for templates and images.
3. Verify/Set the RHOSP-d node name.
4. Register the RHOSP-d node.
5. Install the RHOSP-d software.
6. Configure the RHOSP-d software.
7. Obtain and import disk images for the overcloud.
8. Set a DNS server on the undercloud’s subnet.

Procedure

1. The RHOSP-d installation requires a non-root user with sudo privileges to do the installation.

   1. Create a user named stack:

      [root@director ~]# useradd stack

   2. Set a password for stack. When prompted, enter the new password:

      [root@director ~]# passwd stack

   3. Configure sudo access for the stack user:

      [root@director ~]# echo "stack ALL=(root) NOPASSWD:ALL" | tee -a /etc/sudoers.d/stack
      [root@director ~]# chmod 0440 /etc/sudoers.d/stack

   4. Switch to the stack user:

      [root@director ~]# su - stack

      The RHOSP-d installation will be done as the stack user.

2. Create two new directories in the stack user’s home directory, one named templates and the other named images:

   [stack@director ~]$ mkdir ~/images
   [stack@director ~]$ mkdir ~/templates

   These directories will organize the system image files and Heat template files used to create the overcloud environment later.

3. The installing and configuring process requires a fully qualified domain name (FQDN), along with an entry in the /etc/hosts file.

   1. Verify the RHOSP-d node’s host name:

      [stack@director ~]$ hostname -f

   2. If needed, set the host name:

      sudo hostnamectl set-hostname FQDN_HOST_NAME
      sudo hostnamectl set-hostname --transient FQDN_HOST_NAME

      Replace…​

      • FQDN_HOST_NAME with the fully qualified domain name (FQDN) of the RHOSP-d node.

        Example

        [stack@director ~]$ sudo hostnamectl set-hostname director.example.com
        [stack@director ~]$ sudo hostnamectl set-hostname --transient director.example.com

   3. Add an entry for the RHOSP-d node name to the /etc/hosts file. Add the following line to the /etc/hosts file:

      sudo echo "127.0.0.1 FQDN_HOST_NAME SHORT_HOST_NAME localhost localhost.localdomain localhost4 localhost4.localdomain4" >> /etc/hosts

      Replace…​

      • FQDN_HOST_NAME with the full qualified domain name of the RHOSP-d node.

      • SHORT_HOST_NAME with the short domain name of the RHOSP-d node.

        Example

        [stack@director ~]$ sudo echo "127.0.0.1 director.example.com director localhost localhost.localdomain localhost4 localhost4.localdomain4" >> /etc/hosts

4. Register the RHOSP-d node on the Red Hat Content Delivery Network (CDN), and enable the required Red Hat software repositories using the Red Hat Subscription Manager.

   1. Register the RHOSP-d node:

      [stack@director ~]$ sudo subscription-manager register

      When prompted, enter an authorized Customer Portal user name and password.

   2. Lookup the valid Pool ID for the RHOSP entitlement:

      [stack@director ~]$ sudo subscription-manager list --available --all --matches="*Hyperconverged*"

      Example Output

      Subscription Name:   Red Hat Hyperconverged Infrastructure for Cloud
      Provides:            Red Hat OpenStack
                           Red Hat Ceph Storage
      SKU:                 RS00160
      Contract:            1111111
      Pool ID:             a1b2c3d4e5f6g7h8i9
      Provides Management: Yes
      Available:           1
      Suggested:           1
      Service Level:       Self-Support
      Service Type:        L1-L3
      Subscription Type:   Standard
      Ends:                05/27/2018
      System Type:         Virtual

   3. Using the Pool ID from the previous step, attach the RHOSP entitlement:

      [stack@director ~]$ sudo subscription-manager attach --pool=POOL_ID

      Replace…​

      • POOL_ID with the valid pool id from the previous step.

        Example

        [stack@director ~]$ sudo subscription-manager attach --pool=a1b2c3d4e5f6g7h8i9

   4. Disable the default software repositories, and enable the required software repositories:

      [stack@director ~]$ sudo subscription-manager repos --disable=*
      [stack@director ~]$ sudo subscription-manager repos --enable=rhel-7-server-rpms --enable=rhel-7-server-extras-rpms --enable=rhel-7-server-rh-common-rpms --enable=rhel-ha-for-rhel-7-server-rpms --enable=rhel-7-server-openstack-13-rpms

   5. If needed, update the base system software to the latest package versions, and reboot the RHOSP-d node:

      [stack@director ~]$ sudo yum update
      [stack@director ~]$ sudo reboot

      Wait for the node to be completely up and running before continuing to the next step.

5. Install all the RHOSP-d software packages:

   [stack@director ~]$ sudo yum install python-tripleoclient ceph-ansible

6. Configure the RHOSP-d software.

   1. Red Hat provides a basic undercloud configuration template to use. Copy the undercloud.conf.sample file to the stack user’s home directory, named undercloud.conf:

      [stack@director ~]$ cp /usr/share/instack-undercloud/undercloud.conf.sample ~/undercloud.conf

   2. The undercloud configuration template contains two sections: [DEFAULT] and [auth]. Open the undercloud.conf file for editing. Edit the undercloud_hostname with the RHOSP-d node name. Uncomment the following parameters under the [DEFAULT] section in the undercloud.conf file by deleting the # before the parameter. Edit the parameter values with the appropriate values as required for this solution’s network configuration:

      Parameter	Network	Edit Value?	Example Value
      local_ip	Provisioning	Yes	192.0.2.1/24
      network_gateway	Provisioning	Yes	192.0.2.1
      undercloud_public_vip	Provisioning	Yes	192.0.2.2
      undercloud_admin_vip	Provisioning	Yes	192.0.2.3
      local_interface	Provisioning	Yes	eth1
      network_cidr	Provisioning	Yes	192.0.2.0/24
      masquerade_network	Provisioning	Yes	192.0.2.0/24
      dhcp_start	Provisioning	Yes	192.0.2.5
      dhcp_end	Provisioning	Yes	192.0.2.24
      inspection_interface	Provisioning	No	br-ctlplane
      inspection_iprange	Provisioning	Yes	192.0.2.100,192.0.2.120
      inspection_extras	N/A	Yes	true
      inspection_runbench	N/A	Yes	false
      inspection_enable_uefi	N/A	Yes	true

      Save the changes after editing the undercloud.conf file. See the Undercloud configuration parameters for detailed descriptions of these configuration parameters.

      Note

      Consider enabling Ironic’s disk cleaning feature, if overcloud nodes are going to be repurposed again. See the Understanding Ironic disk cleaning between deployments section for more details.

   3. Run the RHOSP-d configuration script:

      [stack@director ~]$ openstack undercloud install

      Note

      This script will take several minutes to complete. This script will install additional software packages and generates two files:

      undercloud-passwords.conf

      A list of all passwords for the director’s services.

      stackrc

      A set of initialization variables to help you access the director’s command line tools.

   4. Verify that the configuration script started and enabled all of the RHOSP services:

      [stack@director ~]$ sudo systemctl list-units openstack-*

   5. The configuration script gives the stack user access to all the container management commands. Refresh the stack user’s permissions:

      [stack@director ~]$ exec su -l stack

   6. Initialize the stack user’s environment to use the RHOSP-d command-line tools:

      [stack@director ~]$ source ~/stackrc

      The command-line prompt will change, which indicates that OpenStack commands will authenticate and execute against the undercloud:

      Example

      (undercloud) [stack@director ~]$

7. The RHOSP-d requires several disk images for provisioning the overcloud nodes.

   1. Obtain these disk images by installing rhosp-director-images and rhosp-director-images-ipa software packages:

      (undercloud) [stack@director ~]$ sudo yum install rhosp-director-images rhosp-director-images-ipa

   2. Extract the archive files to the images directory in the stack user’s home directory:

      (undercloud) [stack@director ~]$ cd ~/images
      (undercloud) [stack@director ~]$ for x in /usr/share/rhosp-director-images/overcloud-full-latest-13.0.tar /usr/share/rhosp-director-images/ironic-python-agent-latest-13.0.tar ; do tar -xvf $x ; done

   3. Import the disk images into the RHOSP-d:

      (undercloud) [stack@director ~]$ openstack overcloud image upload --image-path /home/stack/images/

   4. To view a list of imported disk images, execute the following command:

      (undercloud) [stack@director ~]$ openstack image list

      Image Name	Image Type	Image Description
      bm-deploy-kernel	Deployment	Kernel file used for provisioning and deploying systems.
      bm-deploy-ramdisk	Deployment	RAMdisk file used for provisioning and deploying systems.
      overcloud-full-vmlinuz	Overcloud	Kernel file used for the base system, which is written to the node’s disk.
      overcloud-full-initrd	Overcloud	RAMdisk file used for the base system, which is written to the node’s disk.
      overcloud-full	Overcloud	The rest of the software needed for the base system, which is written to the node’s disk.

      Note

      The openstack image list command will not display the introspection PXE disk images. The introspection PXE disk images are copied to the /httpboot/ directory.

      (undercloud) [stack@director images]$ ls -l /httpboot
      total 341460
      -rwxr-xr-x. 1 root              root                5153184 Mar 31 06:58 agent.kernel
      -rw-r--r--. 1 root              root              344491465 Mar 31 06:59 agent.ramdisk
      -rw-r--r--. 1 ironic-inspector  ironic-inspector        337 Mar 31 06:23 inspector.ipxe

8. Set the DNS server so that it resolves the overcloud node host names.

   1. List the subnets:

      (undercloud) [stack@director ~]$ openstack subnet list

   2. Define the name server using the undercloud’s neutron subnet:

      openstack subnet set --dns-nameserver DNS_NAMESERVER_IP SUBNET_NAME_or_ID

      Replace…​

      • DNS_NAMESERVER_IP with the IP address of the DNS server.

      • SUBNET_NAME_or_ID with the neutron subnet name or id.

        Example

        (undercloud) [stack@director ~]$ openstack subnet set --dns-nameserver 192.0.2.4 local-subnet

        Note

        Reuse the --dns-nameserver DNS_NAMESERVER_IP option for each name server.

   3. Verify the DNS server by viewing the subnet details:

      (undercloud) [stack@director ~]$ openstack subnet show SUBNET_NAME_or_ID

      Replace…​

      • SUBNET_NAME_or_ID with the neutron subnet name or id.

        Example

        (undercloud) [stack@director ~]$ openstack subnet show local-subnet
        +-------------------+-----------------------------------------------+
        | Field             | Value                                         |
        +-------------------+-----------------------------------------------+
        | ...               |                                               |
        | dns_nameservers   | 192.0.2.4                                     |
        | ...               |                                               |
        +-------------------+-----------------------------------------------+

Procedure

1. There are two options, an automatic or manual way to cleaning the disks before deploying the overcloud:

   1. First option is automatically cleaning the disks by editing the undercloud.conf file, and add the following line:

      clean_nodes = True

      Note

      The bare metal provisioning service runs a wipefs --force --all command to accomplish the cleaning.

   Warning

   Enabling this feature will destroy all data on all disks before they are provisioned in the overcloud deployment. Also, this will do an additional power cycle after the first introspection and before each deployment.

   1. The second option is to keep automatic cleaning off and run the following commands for each Ceph node:

      [stack@director ~]$ openstack baremetal node manage NODE
      [stack@director ~]$ openstack baremetal node clean NODE --clean-steps '[{"interface": "deploy", "step": "erase_devices_metadata"}]'
      [stack@director ~]$ openstack baremetal node provide NODE

      Replace…​

      • NODE with the Ceph host name.