Partner Integration

Red Hat OpenStack Platform 15

Integrating certified third party software and hardware in a Red Hat OpenStack Platform environment

OpenStack Documentation Team

Abstract

This guide provides guidelines on integrating certified third party components into a Red Hat OpenStack Platform environment. This includes adding these components to your overcloud images and creating configuration for deployment using the director.

Chapter 1. Introduction

This document has been created to help Red Hat OpenStack Platform partners in their efforts to integrate solutions with Red Hat OpenStack Platform director as the tool used to install and manage the deployment lifecycle of an OpenStack Platform environment. Integration with the director enables seamless adoption of your technology. You can find broad benefits in an optimization of resources, reduction in deployment times and reduction in lifecycle management costs.

Looking forward, OpenStack Platform director integration is a strong move toward providing rich integration with existing enterprise management systems and processes. Within the Red Hat product portfolio, tools such as CloudForms are expected to have visibility into director’s integrations and provide broader exposure for management of service deployment.

1.1. Partner Integration Overview

This guide aims to help partners integrate their software and hardware solutions in a manner that the director configures as a part of the Overcloud. This follows a workflow broken down into multiple sections that show how to perform certain integration tasks:

  • Architecture - An examination of some of the technologies the director uses to perform Overcloud creation and configuration.
  • Overcloud Images - The director writes a base image to each node in the Overcloud as a foundation for their node type. This section explains how to modify these images before deployment so that you can include drivers or software. This is useful for testing your drivers and configuration before contributing them upstream.
  • Configuration - The director configures each service on the Overcloud, primarily using Puppet modules. This section show how Puppet modules work and how they are used to configure the Overcloud.
  • Orchestration - The director uses a set of Heat templates to create and configure the Overcloud. This can also include custom environment files and Heat templates to modify the behavior of the Overcloud configuration. This section focuses on creating such templates to enable custom configuration of the Overcloud. This also involves including Puppet configuration from the previous chapter.
  • Composable Services - The director breaks down individual services for a more modular approach to creating OpenStack Platform roles. This section explains the Composable Service architecture and provides an example of how to create a custom composable service.
  • Integration Points - The image that the director deploys contains the required OpenStack components and set of Puppet modules for the configuration. This section discusses some of the upstream projects for contributing your component drivers and Puppet modules. This ensures that Red Hat can test them and include them in future Red Hat OpenStack Platform distributions.
  • Examples - This chapter is the culmination of the knowledge from previous chapters to demonstrate how real world certified vendors currently integrate their projects into the Overcloud using the director. This includes some practical network and storage examples. This section is useful to help similar vendors integrate their own products into Red Hat OpenStack Platform’s ecosystem.

1.2. Partner Integration Requirements

You must meet several prerequisites before meaningful integration work can be completed with the director. These requirements are not limited to technical integration and also include various levels of partner solution documentation. The goal is to have a complete shared understanding of the entire integration so that Red Hat engineering, partner managers, and support resources can effectively support the work.

The first requirement is related to Red Hat OpenStack Platform solution certification. To be included with OpenStack Platform director, the partner solution must first be certified with Red Hat OpenStack Platform.

Chapter 2. Architecture

The director advocates the use of native OpenStack APIs to configure, deploy, and manage OpenStack environments itself. This means integration with director requires integrating with these native OpenStack APIs and supporting components. The major benefit of utilizing such APIs is that they are well documented, undergo extensive integration testing upstream, are mature, and makes understanding how the director works easier for those that have a foundational knowledge of OpenStack. This also means the director automatically inherits core OpenStack feature enhancements, security patches, and bug fixes.

The Red Hat OpenStack Platform director is a toolset for installing and managing a complete OpenStack environment. It is based primarily on the OpenStack project TripleO, which is an abbreviation for "OpenStack-On-OpenStack". This project takes advantage of OpenStack components to install a fully operational OpenStack environment. This includes new OpenStack components that provision and control bare metal systems to use as OpenStack nodes. This provides a simple method for installing a complete Red Hat OpenStack Platform environment that is both lean and robust.

The Red Hat OpenStack Platform director uses two main concepts: an Undercloud and an Overcloud. This director itself is comprised of a subset of OpenStack components that form a single-system OpenStack environment, otherwise known as the Undercloud. The Undercloud acts as a management system that can create a production-level cloud for workloads to run. This production-level cloud is the Overcloud. For more information on the Overcloud and the Undercloud, see the Director Installation and Usage guide.

Diagram 001 Topology

Director ships with tools, utilities, and example templates for creating an Overcloud configuration. The director captures configuration data, parameters, and network topology information then uses this information in conjunction with components such as Ironic, Heat, and Puppet to orchestrate an Overcloud installation.

Partners have varied requirements. Understanding the director’s architecture aids in understand which components matter for a given integration effort.

2.1. Core Components

This section examines some of the core components of the Red Hat OpenStack Platform director and describes how they contribute to Overcloud creation.

2.1.1. Ironic

Ironic provides dedicated bare metal hosts to end users through self-service provisioning. The director uses Ironic to manage the lifecycle of the bare metal hardware in our Overcloud. Ironic has its own native API for defining bare metal nodes. Administrators aiming to provision OpenStack environments with the director must register their nodes with Ironic using a specific driver. The main supported driver is The Intelligent Platform Management Interface (IPMI) as most hardware contains some support for IPMI power management functions. However, ironic also contains vendor specific equivalents such as HP iLO, Cisco UCS, or Dell DRAC. Ironic controls the power management of the nodes and gathers hardware information or facts using a introspection mechanism. The director uses the information obtained from the introspection process to match node to various OpenStack environment roles, such as Controller nodes, Compute nodes, and storage nodes. For example, a discovered node with 10 disks will more than likely be provisioned as a storage node.

OpenStack Ironic Deployment 392410 0216 JCS

Partners wishing to have director support for their hardware will need to have driver coverage in Ironic.

2.1.2. Heat

Heat acts as an application stack orchestration engine. This allows organizations to define elements for a given application before deploying it to a cloud. This involves creating a stack template that includes a number of infrastructure resources (e.g. instances, networks, storage volumes, elastic IPs, etc) along with a set of parameters for configuration. Heat creates these resources based on a given dependency chain, monitors them for availability, and scales them where necessary. These templates enable application stacks to become portable and achieve repeatable results.

RHEL OSP arch 347192 1015 JCS 03 Interface Orchestra

The director uses the native OpenStack Heat APIs to provision and manage the resources associated with deploying an Overcloud. This includes precise details such as defining the number of nodes to provision per node role, the software components to configure for each node, and the order in which the director configures these components and node types. The director also uses Heat for troubleshooting a deployment and making changes post-deployment with ease.

The following example is a snippet from a Heat template that defines parameters of a Controller node:

NeutronExternalNetworkBridge:
    description: Name of bridge used for external network traffic.
    type: string
    default: 'br-ex'
NeutronBridgeMappings:
    description: >
      The OVS logical->physical bridge mappings to use. See the Neutron
      documentation for details. Defaults to mapping br-ex - the external
      bridge on hosts - to a physical name 'datacentre' which can be used
      to create provider networks (and we use this for the default floating
      network) - if changing this either use different post-install network
      scripts or be sure to keep 'datacentre' as a mapping network name.
    type: string
    default: "datacentre:br-ex"

Heat consumes templates included with the director to facilitate the creation of an Overcloud, which includes calling Ironic to power the nodes. We can view the resources (and their status) of an in-progress Overcloud using the standard Heat tools. For example, you can use the Heat tools to display the Overcloud as a nested application stack.

Heat provides a comprehensive and powerful syntax for declaring and creating production OpenStack clouds. However, it requires some prior understanding and proficiency for partner integration. Every partner integration use case requires Heat templates.

2.1.3. Puppet

Puppet is a configuration management and enforcement tool. It is used as a mechanism to describe the end state of a machine and keep it that way. You define this end state in a Puppet manifest. Puppet supports two models:

  • A standalone mode in which instructions in the form of manifests are ran locally
  • A server mode where it retrieves its manifests from a central server, called a Puppet Master.

Administrators make changes in two ways: either uploading new manifests to a node and executing them locally, or in the client/server model by making modifications on the Puppet Master.

We use Puppet in many areas of director:

  • We use Puppet on the Undercloud host locally to install and configure packages as per the configuration laid out in undercloud.conf.
  • We inject the openstack-puppet-modules package into the base Overcloud image. These Puppet modules are ready for post-deployment configuration. By default, we create an image that contains all OpenStack services and use it for each node.
  • We provide additional Puppet manifests and parameters to the nodes via Heat, and apply the configuration after the Overcloud’s deployment. This includes the services to enable and start and the OpenStack configuration to apply, which are dependent on the node type.
  • We provide Puppet hieradata to the nodes. The Puppet modules and manifests are free from site or node-specific parameters to keep the manifests consistent. The hieradata acts as a form of parameterized values that you can push to a Puppet module and reference in other areas. For example, to reference the MySQL password inside of a manifest, save this information as hieradata and reference it within the manifest.

    Viewing the hieradata:

    [root@localhost ~]# grep mysql_root_password hieradata.yaml # View the data in the hieradata file
    openstack::controller::mysql_root_password: ‘redhat123'

    Referencing it in the Puppet manifest:

    [root@localhost ~]# grep mysql_root_password example.pp # Now referenced in the Puppet manifest
    mysql_root_password  => hiera(‘openstack::controller::mysql_root_password')

Partner integrated services that need package installation and service enablement should consider creating Puppet modules to meet their requirement. For examples, see Section 4.2, “Obtaining OpenStack Puppet Modules” for information on how to obtain current OpenStack Puppet modules.

2.1.4. TripleO and TripleO Heat Templates

As mentioned previously, the director is based on the upstream TripleO project. This project combines a set of OpenStack services that:

  • Store Overcloud images (Glance)
  • Orchestrate the Overcloud (Heat)
  • Provision bare metal machines (Ironic and Nova)

TripleO also includes a Heat template collection that defines a Red Hat-supported Overcloud environment. The director, using Heat, reads this template collection and orchestrates the Overcloud stack.

2.1.5. Composable Services

Each aspect of Red Hat OpenStack Platform is broken into a composable service. This means you can define different roles using different combinations of services. For example, an administrator might aim to move the networking agents from the default Controller node to a standalone Networker node.

For more information about the composable service architecture, see Chapter 6, Composable Services.

2.1.6. Containerized Services and Kolla

Each of the main Red Hat OpenStack Platform services run in containers. This provides a method of keep each service within its own isolated namespace separated from the host. This means:

  • The deployment of services is performed by pulling container images from the Red Hat Custom Portal and running them.
  • The management functions, like starting and stopping services, operate through the podman command.
  • Upgrading containers require pulling new container images and replacing the existing containers with newer versions.

Red Hat OpenStack Platform uses a set of containers built and managed with the kolla toolset.

2.1.7. Ansible

OpenStack Platform uses Ansible is used to drive certain functions in relation to composable service upgrades. This includes functions such as starting and stopping certain services and perfoming database upgrades. These upgrade tasks are defined within composable service templates.

Chapter 3. Overcloud Images

The Red Hat OpenStack Platform director provides images for the Overcloud. The QCOW image in this collection contains a base set of software components that integrate together to form various Overcloud roles, such as Compute, Controller, and storage nodes. In some situations, you might aim to modify certain aspects of the Overcloud image to suit your needs, such installing additional components to nodes.

This document describes a series of actions to use the virt-customize tool to modify an existing Overcloud image to augment an existing Controller node. For example, you can use these procedures to install additional ml2 plugins, Cinder backends, or monitoring agents not shipped with the initial image.

Important

If you modify the Overcloud image to include third-party software and report an issue, Red Hat may request you reproduce the issue using an unmodified image in accordance with our general third-party support policy: https://access.redhat.com/articles/1067.

3.1. Obtaining the Overcloud Images

The director requires several disk images for provisioning Overcloud nodes. This includes:

  • A introspection kernel and ramdisk - Used for bare metal system introspection over PXE boot.
  • A deployment kernel and ramdisk - Used for system provisioning and deployment.
  • An Overcloud kernel, ramdisk, and full image - A base Overcloud system that is written to the node’s hard disk.

Obtain these images from the rhosp-director-images and rhosp-director-images-ipa packages:

$ sudo yum install rhosp-director-images rhosp-director-images-ipa

Extract the archives to the images directory on the stack user’s home (/home/stack/images):

$ cd ~/images
$ for i in /usr/share/rhosp-director-images/overcloud-full-latest-15.0.tar /usr/share/rhosp-director-images/ironic-python-agent-latest-15.0.tar; do tar -xvf $i; done

3.2. Initrd: Modifying the Initial Ramdisks

Some situations might require you to modify the initial ramdisk. For example, you might require a certain driver available when you boot the nodes during the introspection or provisioning processes. The following procedure shows how to modify an initial ramdisk. In the context of the Overcloud, this includes either:

  • The introspection ramdisk - ironic-python-agent.initramfs
  • The provisioning ramdisk - overcloud-full.initrd

This procedure adds an additional RPM package to the ironic-python-agent.initramfs ramdisk as an example.

Log in as the root user and create a temporary directory for the ramdisk

# mkdir ~/ipa-tmp
# cd ~/ipa-tmp

Use the skipcpio and `cpio commands to extract the ramdisk to the temporary directory:

# /usr/lib/dracut/skipcpio ~/images/ironic-python-agent.initramfs | zcat | cpio -ivd | pax -r

Install an RPM package to the extracted contents:

# rpm2cpio ~/RPMs/python-proliantutils-2.1.7-1.el7ost.noarch.rpm | pax -r

Recreate the new ramdisk:

# find . 2>/dev/null | cpio --quiet -c -o | gzip -8  > /home/stack/images/ironic-python-agent.initramfs
# chown stack: /home/stack/images/ironic-python-agent.initramfs

Verify the new package now exists in the ramdisk:

# lsinitrd /home/stack/images/ironic-python-agent.initramfs | grep proliant

3.3. QCOW: Installing virt-customize to the director

The libguestfs-tools package contains the virt-customize tool. Install the libguestfs-tools from the rhel-8-for-x86_64-appstream-rpms repository:

$ sudo yum install libguestfs-tools

3.4. QCOW: Inspecting the Overcloud Image

You might aim to explore the contents of the overcloud-full.qcow2. Create a virtual machine instance using either the qemu-system-x86_64 command:

$ sudo qemu-system-x86_64 --kernel overcloud-full.vmlinuz --initrd overcloud-full.initrd -m 1024 --append root=/dev/sda --enable-kvm overcloud-full.qcow2

Or using the following boot options in virt-manager:

  • Kernel path: /overcloud-full.vmlinuz
  • initrd path: /overcloud-full.initrd
  • Kernel arguments: root=/dev/sda

3.5. QCOW: Setting the Root Password

Set the password for the root user on image:

$ virt-customize --selinux-relabel -a overcloud-full.qcow2 --root-password password:test
[  0.0] Examining the guest ...
[ 18.0] Setting a random seed
[ 18.0] Setting passwords
[ 19.0] Finishing off

This provides administration-level access for your nodes through the console.

3.6. QCOW: Registering the Image

Register your image temporarily to enable Red Hat repositories relevant to your customizations:

$ virt-customize --selinux-relabel -a overcloud-full.qcow2 --run-command 'subscription-manager register --username=[username] --password=[password]'
[  0.0] Examining the guest ...
[ 10.0] Setting a random seed
[ 10.0] Running: subscription-manager register --username=[username] --password=[password]
[ 24.0] Finishing off

Make sure to replace the [username] and [password] with your Red Hat customer account details. This runs the following command on the image:

subscription-manager register --username=[username] --password=[password]

This registers your Overcloud image to the Red Hat Content Delivery Network:

3.7. QCOW: Attaching a Subscription and Enabling Red Hat Repositories

Find a list of pool ID from your account’s subscriptions:

$ sudo subscription-manager list

Choose a subscription pool ID and attach it to the image:

$ virt-customize --selinux-relabel -a overcloud-full.qcow2 --run-command 'subscription-manager attach --pool [subscription-pool]'
[  0.0] Examining the guest ...
[ 12.0] Setting a random seed
[ 12.0] Running: subscription-manager attach --pool [subscription-pool]
[ 52.0] Finishing off

Make sure to replace the [subscription-pool] with your chosen subscription pool ID. This runs the following command on the image:

subscription-manager attach --pool [subscription-pool]

This adds the pool to the image, which allows you to enable Red Hat repositories with the following command:

$ subscription-manager repos --enable=[repo-id]

3.8. QCOW: Copying a Custom Repository File

Adding third-party software to the image requires additional repositories. For example, the following is an example repo file that contains configuration to use the OpenDaylight repository content:

$ cat opendaylight.repo

[opendaylight]
name=OpenDaylight Repository
baseurl=https://nexus.opendaylight.org/content/repositories/opendaylight-yum-epel-8-x86_64/
gpgcheck=0

Copy the repository file on to the image:

$ virt-customize --selinux-relabel -a overcloud-full.qcow2 --upload opendaylight.repo:/etc/yum.repos.d/
[  0.0] Examining the guest ...
[ 12.0] Setting a random seed
[ 12.0] Copying: opendaylight.repo to /etc/yum.repos.d/
[ 13.0] Finishing off

The --copy-in option copies the repository file to /etc/yum.repos.d/ on the Overcloud image.

Important: Red Hat does not offer support for software from non-certified vendors. Check with your Red Hat support representative that the software you aim to install is supported.

3.9. QCOW: Installing RPMs

Use the virt-customize command to install packages to the image:

$ virt-customize --selinux-relabel -a overcloud-full.qcow2 --install opendaylight
[  0.0] Examining the guest ...
[ 11.0] Setting a random seed
[ 11.0] Installing packages: opendaylight
[ 91.0] Finishing off

The --install option allows you to specify a package to install.

3.10. QCOW: Cleaning the Subscription Pool

After installing the necessary packages to customize the image, we now remove our subscriptions and unregister the image:

$ virt-customize --selinux-relabel -a overcloud-full.qcow2 --run-command 'subscription-manager remove --all'
[  0.0] Examining the guest ...
[ 12.0] Setting a random seed
[ 12.0] Running: subscription-manager remove --all
[ 18.0] Finishing off

This removes all subscription pools from the image.

3.11. QCOW: Unregistering the Image

Unregister the image. This is so the Overcloud deployment process can deploy the image to your nodes and register each of them individually.

$ virt-customize --selinux-relabel -a overcloud-full.qcow2 --run-command 'subscription-manager unregister'
[  0.0] Examining the guest ...
[ 11.0] Setting a random seed
[ 11.0] Running: subscription-manager unregister
[ 17.0] Finishing off

3.12. QCOW: Reset the Machine ID

Reset the machine ID for the image. This ensures machines using this image do not use duplicate machine IDs.

$ virt-sysprep --operation machine-id -a overcloud-full.qcow2

3.13. Uploading the Images to the Director

After modifying the image, upload it to the director. Make sure to source the stackrc file so that you can access the director from the command line:

$ source stackrc
$ openstack overcloud image upload --image-path /home/stack/images/

This uploads the following images into the director: bm-deploy-kernel, bm-deploy-ramdisk, overcloud-full, overcloud-full-initrd, and overcloud-full-vmlinuz. These are the images for deployment and the Overcloud. The script also installs the introspection images on the director’s PXE server. View a list of the images in the CLI using the following command:

$ openstack image list
+--------------------------------------+------------------------+
| ID                                   | Name                   |
+--------------------------------------+------------------------+
| 765a46af-4417-4592-91e5-a300ead3faf6 | bm-deploy-ramdisk      |
| 09b40e3d-0382-4925-a356-3a4b4f36b514 | bm-deploy-kernel       |
| ef793cd0-e65c-456a-a675-63cd57610bd5 | overcloud-full         |
| 9a51a6cb-4670-40de-b64b-b70f4dd44152 | overcloud-full-initrd  |
| 4f7e33f4-d617-47c1-b36f-cbe90f132e5d | overcloud-full-vmlinuz |
+--------------------------------------+------------------------+

This list will not show the introspection PXE images (agent.*). The director copies these files to /httpboot.

[stack@host1 ~]$ ls /httpboot -l
total 151636
-rw-r--r--. 1 ironic ironic       269 Sep 19 02:43 boot.ipxe
-rw-r--r--. 1 root   root         252 Sep 10 15:35 inspector.ipxe
-rwxr-xr-x. 1 root   root     5027584 Sep 10 16:32 agent.kernel
-rw-r--r--. 1 root   root   150230861 Sep 10 16:32 agent.ramdisk
drwxr-xr-x. 2 ironic ironic      4096 Sep 19 02:45 pxelinux.cfg

Chapter 4. Configuration

This chapter explores how to provide additions to the OpenStack Puppet modules. This includes some basic guidelines on developing Puppet modules.

4.1. Learning Puppet Basics

The following section provide a few basic to help you understand Puppet’s syntax and the structure of a Puppet module.

4.1.1. Examining the Anatomy of a Puppet Module

Before contributing to the OpenStack modules, we need to understand the components that create a Puppet module.

⁠Manifests

Manifests are files that contain code to define a set of resource and their attributes. A resource is any configurable part of a system. Examples of resources include packages, services, files, users and groups, SELinux configuration, SSH key authentication, cron jobs, and more. A manifest defines each required resource using a set of key-value pairs for their attributes. For example:

  package { 'httpd':
    ensure => installed,
  }

This declaration checks if the httpd package is installed. If not, the manifest executes yum and installs it. Manifests are located in the manifest directory of a module. Puppet modules also use a test directory for test manifests. These manifests are used to test certain classes contained in your official manifests.

Classes
Classes act as a method for unifying multiple resources in a manifest. For example, if installing and configuring a HTTP server, you might create a class with three resources: one to install the HTTP server packages, one to configure the HTTP server, and one to start or enable the server. You can also refer to classes from other modules, which applies their configuration. For example, if you had to configure an application that also required a webserver, you can refer to the previously mentioned class for the HTTP server.
⁠Static Files

Modules can contain static files that Puppet can copy to certain locations on your system. These locations, and other attributes such as permissions, are defined through file resource declarations in manifests.

Static files are located in the files directory of a module.

⁠Templates

Sometimes configuration files require custom content. In this situation, users would create a template instead of a static file. Like static files, templates are defined in manifests and copied to locations on a system. The difference is that templates allow Ruby expressions to define customized content and variable input. For example, if you wanted to configure httpd with a customizable port then the template for the configuration file would include:

Listen <%= @httpd_port %>

The httpd_port variable in this case is defined in the manifest that references this template.

Templates are located in the templates directory of a module.

⁠Plugins

Plugins allow for aspects that extend beyond the core functionality of Puppet. For example, you can use plugins to define custom facts, custom resources, or new functions. For example, a database administrator might need a resource type for PostgreSQL databases. This could help the database administrator populate PostgreSQL with a set of new databases after installing PostgreSQL. As a result, the database administrator need only create a Puppet manifest that ensures PostgreSQL installs and the databases are created afterwards.

Plugins are located in the lib directory of a module. This includes a set of subdirectories depending on the plugin type. For example:

  • /lib/facter - Location for custom facts.
  • /lib/puppet/type - Location for custom resource type definitions, which outline the key-value pairs for attributes.
  • /lib/puppet/provider - Location for custom resource providers, which are used in conjunction with resource type definitions to control resources.
  • /lib/puppet/parser/functions - Location for custom functions.

4.1.2. Installing a Service

Some software requires package installations. This is one function a Puppet module can perform. This requires a resource definition that defines configurations for a certain package.

For example, to install the httpd package through the mymodule module, you would add the following content to a Puppet manifest in the mymodule module:

class mymodule::httpd {
  package { 'httpd':
    ensure => installed,
  }
}

This code defines a subclass of mymodule called httpd, then defines a package resource declaration for the httpd package. The ensure => installed attribute tells Puppet to check if the package is installed. If it is not installed, Puppet executes yum to install it.

4.1.3. Starting and Enabling a Service

After installing a package, you might aim to start the service. Use another resource declaration called service. This requires editing the manifest with the following content:

class mymodule::httpd {
  package { 'httpd':
    ensure => installed,
  }
  service { 'httpd':
    ensure => running,
    enable => true,
    require => Package["httpd"],
  }
}

This achieves a couple of things:

  • The ensure => running attribute checks if the service is running. If not, Puppet enables it.
  • The enable => true attribute sets the service to run when the system boots.
  • The require => Package["httpd"] attribute defines an ordering relationship between one resource declaration and another. In this case, it ensures the httpd service starts after the httpd package installs. This creates a dependency between the service and its respective package.

4.1.4. Configuring a Service

The previous two steps show how to install and enable a service through Puppet. However, you might aim to provide some custom configuration to the services. In our example, the HTTP server already provides some default configuration in /etc/httpd/conf/httpd.conf, which provides a web host on port 80. This section adds some extra configuration to provide an additional web host on a user-specified port.

For this to occur, you use a template file to store the HTTP configuration file. This is because the user-defined port requires variable input. In the module’s templates directory, you would add a file called myserver.conf.erb with the following contents:

Listen <%= @httpd_port %>
NameVirtualHost *:<%= @httpd_port %>
<VirtualHost *:<%= @httpd_port %>>
  DocumentRoot /var/www/myserver/
  ServerName *:<%= @fqdn %>>
  <Directory "/var/www/myserver/">
    Options All Indexes FollowSymLinks
    Order allow,deny
    Allow from all
  </Directory>
</VirtualHost>

This template follows the standard syntax for Apache web server configuration. The only difference is the inclusion of Ruby escape characters to inject variables from our module. For example, httpd_port, which we use to specify the web server port.

Notice also the inclusion of fqdn, which is a variable that stores the fully qualified domain name of the system. This is known as a system fact. System facts are collected from each system prior to generating each respective system’s Puppet catalog. Puppet uses the facter command to gather these system facts and you can also run facter to view a list of these facts.

After saving this file, you would add the resource to module’s Puppet manifest :

class mymodule::httpd {
  package { 'httpd':
    ensure => installed,
  }
  service { 'httpd':
    ensure => running,
    enable => true,
    require => Package["httpd"],
  }
  file {'/etc/httpd/conf.d/myserver.conf':
  notify => Service["httpd"],
    ensure => file,
    require => Package["httpd"],
    content => template("mymodule/myserver.conf.erb"),
  }
  file { "/var/www/myserver":
    ensure => "directory",
  }
}

This achieves the following:

  • We add a file resource declaration for the server configuration file (/etc/httpd/conf.d/myserver.conf). The content for this file is the myserver.conf.erb template we created earlier. We also check the httpd package is installed before adding this file.
  • We also add a second file resource declaration. This one creates a directory (/var/www/myserver) for our web server.
  • We also add a relationship between the configuration file and the httpd service using the notify => Service["httpd"] attribute. This checks our configuration file for any changes. If the file has changed, Puppet restarts the service.

4.2. Obtaining OpenStack Puppet Modules

The Red Hat OpenStack Platform uses the official OpenStack Puppet modules, which you obtain from the openstack group on Github. Navigate your browser to https://github.com/openstack and in the filters section search for puppet. All Puppet module use the prefix puppet-.

For this example, we will examine the official OpenStack Block Storage (cinder), which you can clone using the following command:

$ git clone https://github.com/openstack/puppet-cinder.git

This creates a clone of the Puppet module for Cinder.

4.3. Adding Configuration for a Puppet Module

The OpenStack modules primarily aim to configure the core service. Most also contain additional manifests to configure additional services, sometimes known as backends, agents, or plugins. For example, the cinder module contains a directory called backends, which contains configuration options for different storage devices including NFS, iSCSI, Red Hat Ceph Storage, and others.

For example, the manifests/backends/nfs.pp file contains the following configuration

define cinder::backend::nfs (
  $volume_backend_name  = $name,
  $nfs_servers          = [],
  $nfs_mount_options    = undef,
  $nfs_disk_util        = undef,
  $nfs_sparsed_volumes  = undef,
  $nfs_mount_point_base = undef,
  $nfs_shares_config    = '/etc/cinder/shares.conf',
  $nfs_used_ratio       = '0.95',
  $nfs_oversub_ratio    = '1.0',
  $extra_options        = {},
) {

  file {$nfs_shares_config:
    content => join($nfs_servers, "\n"),
    require => Package['cinder'],
    notify  => Service['cinder-volume']
  }

  cinder_config {
    "${name}/volume_backend_name":  value => $volume_backend_name;
    "${name}/volume_driver":        value =>
      'cinder.volume.drivers.nfs.NfsDriver';
    "${name}/nfs_shares_config":    value => $nfs_shares_config;
    "${name}/nfs_mount_options":    value => $nfs_mount_options;
    "${name}/nfs_disk_util":        value => $nfs_disk_util;
    "${name}/nfs_sparsed_volumes":  value => $nfs_sparsed_volumes;
    "${name}/nfs_mount_point_base": value => $nfs_mount_point_base;
    "${name}/nfs_used_ratio":       value => $nfs_used_ratio;
    "${name}/nfs_oversub_ratio":    value => $nfs_oversub_ratio;
  }

  create_resources('cinder_config', $extra_options)

}

This achieves a couple of things:

  • The define statement creates a defined type called cinder::backend::nfs. A defined type is similar to a class; the main difference is Puppet evaluates a defined type multiple times. For example, you might require multiple NFS backends and as such the configuration requires multiple evaluations for each NFS share.
  • The next few lines define the parameters in this configuration and their default values. The default values are overwritten if the user passes new values to the cinder::backend::nfs defined type.
  • The file function is a resource declaration that calls for the creation of a file. This file contains a list of our NFS shares and name for this file is defined in the parameters ($nfs_shares_config = '/etc/cinder/shares.conf'). Note the additional attributes:
  • The content attribute creates a list using the $nfs_servers parameter.
  • The require attribute ensures that the cinder package is installed.
  • The notify attribute tells the cinder-volume service to reset.
  • The cinder_config function is a resource declaration that uses a plugin from the lib/puppet/ directory in the module. This plugin adds configuration to the /etc/cinder/cinder.conf file. Each line in this resource adds a configuration options to the relevant section in the cinder.conf file. For example, if the $name parameter is mynfs, then the following attributes:

      "${name}/volume_backend_name":  value => $volume_backend_name;
      "${name}/volume_driver":        value =>
        'cinder.volume.drivers.nfs.NfsDriver';
      "${name}/nfs_shares_config":    value => $nfs_shares_config;

    Would save the following to the cinder.conf file:

    [mynfs]
    volume_backend_name=mynfs
    volume_driver=cinder.volume.drivers.nfs.NfsDriver
    nfs_shares_config=/etc/cinder/shares.conf
  • The create_resources function converts a hash into a set of resources. In this case, the manifest converts the $extra_options hash to a set of additional configuration options for the backend. This provides a flexible method to add further configuration options not included in the manifest’s core parameters.

This shows the importance of including a manifest to configure your hardware’s OpenStack driver. The manifest provides a simple method for the director to include configuration options relevant to your hardware. This acts as a main integration point for the director to configure your Overcloud to use your hardware.

4.4. Adding Hiera Data to Puppet Configuration

Puppet contains a tool called Hiera, which acts as a key/value systems that provides node-specific configuration. These keys and their values are usually stored in files located in /etc/puppet/hieradata. The /etc/puppet/hiera.yaml file defines the order that Puppet reads the files in the hieradata directory.

When configuring the Overcloud, Puppet uses this data to overwrite the default values for certain Puppet classes. For example, the default NFS mount options for cinder::backend::nfs in puppet-cinder are undefined:

  $nfs_mount_options    = undef,

However, you can create your own manifest that calls the cinder::backend::nfs defined type and replace this option with Hiera data:

  cinder::backend::nfs { $cinder_nfs_backend:
    nfs_mount_options   => hiera('cinder_nfs_mount_options'),
  }

This means the nfs_mount_options parameter takes uses Hiera data value from the cinder_nfs_mount_options key:

cinder_nfs_mount_options: rsize=8192,wsize=8192

Alternatively, you can use the Hiera data to overwrite cinder::backend::nfs::nfs_mount_options parameter directly so that it applies to all evalutations of the NFS configuration. For example:

cinder::backend::nfs::nfs_mount_options: rsize=8192,wsize=8192

The above Hiera data overwrites this parameter on each evaluation of cinder::backend::nfs.

Chapter 5. Orchestration

The director uses Heat Orchestration Templates (HOT) as a template format for its Overcloud deployment plan. Templates in HOT format are usually expressed in YAML format. The purpose of a template is to define and create a stack, which is a collection of resources that Heat creates, and the configuration of the resources. Resources are objects in OpenStack and can include compute resources, network configuration, security groups, scaling rules, and custom resources.

Note

The Heat template file extension must be .yaml or .template, or it will not be treated as a custom template resource.

This chapter provides some basics for understanding the HOT syntax so that you can create your own template files.

5.1. Learning Heat Template Basics

5.1.1. Understanding Heat Templates

The structure of a Heat template has three main sections:

Parameters
These are settings passed to Heat, which provide a way to customize a stack, and any default values for parameters without passed values. These settings are defined in the parameters section of a template.
Resources
These are the specific objects to create and configure as part of a stack. OpenStack contains a set of core resources that span across all components. These are defined in the resources section of a template.
Output
These are values passed from Heat after the creation of the stack. You can access these values either through the Heat API or client tools. These are defined in the output section of a template.

Here is an example of a basic Heat template:

heat_template_version: 2013-05-23

description: > A very basic Heat template.

parameters:
  key_name:
    type: string
    default: lars
    description: Name of an existing key pair to use for the instance
  flavor:
    type: string
    description: Instance type for the instance to be created
    default: m1.small
  image:
    type: string
    default: cirros
    description: ID or name of the image to use for the instance

resources:
  my_instance:
    type: OS::Nova::Server
    properties:
      name: My Cirros Instance
      image: { get_param: image }
      flavor: { get_param: flavor }
      key_name: { get_param: key_name }

output:
  instance_name:
    description: Get the instance's name
    value: { get_attr: [ my_instance, name ] }

This template uses the resource type type: OS::Nova::Server to create an instance called my_instance with a particular flavor, image, and key. The stack can return the value of instance_name, which is called My Cirros Instance.

Important

A Heat template also requires the heat_template_version parameter, which defines the syntax version to use and the functions available. For more information, see the Official Heat Documentation.

5.1.2. Understanding Environment Files

An environment file is a special type of template that provides customization for your Heat templates. This includes three key parts:

Resource Registry
This section defines custom resource names, linked to other Heat templates. This provides a method to create custom resources that do not exist within the core resource collection. These are defined in the resource_registry section of an environment file.
Parameters
These are common settings you apply to the top-level template’s parameters. For example, if you have a template that deploys nested stacks, such as resource registry mappings, the parameters only apply to the top-level template and not templates for the nested resources. Parameters are defined in the parameters section of an environment file.
Parameter Defaults
These parameters modify the default values for parameters in all templates. For example, if you have a Heat template that deploys nested stacks, such as resource registry mappings,the parameter defaults apply to all templates. The parameter defaults are defined in the parameter_defaults section of an environment file.
Important

It is recommended to use parameter_defaults instead of parameters When creating custom environment files for your Overcloud. This is so the parameters apply to all stack templates for the Overcloud.

An example of a basic environment file:

resource_registry:
  OS::Nova::Server::MyServer: myserver.yaml

parameter_defaults:
  NetworkName: my_network

parameters:
  MyIP: 192.168.0.1

For example, this environment file (my_env.yaml) might be included when creating a stack from a certain Heat template (my_template.yaml). The my_env.yaml files creates a new resource type called OS::Nova::Server::MyServer. The myserver.yaml file is a Heat template file that provides an implementation for this resource type that overrides any built-in ones. You can include the OS::Nova::Server::MyServer resource in your my_template.yaml file.

The MyIP applies a parameter only to the main Heat template that deploys along with this environment file. In this example, it only applies to the parameters in my_template.yaml.

The NetworkName applies to both the main Heat template (in this example, my_template.yaml) and the templates associated with resources included the main template, such as the OS::Nova::Server::MyServer resource and its myserver.yaml template in this example.

Note

The environment file extension must be .yaml or .template, or it will not be treated as a custom template resource.

5.2. Obtaining the Default Director Templates

The director uses an advanced Heat template collection used to create an Overcloud. This collection is available from the openstack group on Github in the openstack-tripleo-heat-templates repository. To obtain a clone of this template collection, run the following command:

$ git clone https://github.com/openstack/tripleo-heat-templates.git
Note

The Red Hat-specific version of this template collection is available from the openstack-tripleo-heat-template package, which installs the collection to /usr/share/openstack-tripleo-heat-templates.

There are many Heat templates and environment files in this collection. However, the main files and directories to note in this template collection are:

overcloud.j2.yaml
This is the main template file used to create the Overcloud environment. This file uses Jinja2 syntax to iterate over certain sections in the template to create custom roles. The Jinja2 formatting is rendered into YAML during the Overcloud deployment process.
overcloud-resource-registry-puppet.j2.yaml
This is the main environment file used to create the Overcloud environment. It provides a set of configurations for Puppet modules stored on the Overcloud image. After the director writes the Overcloud image to each node, Heat starts the Puppet configuration for each node using the resources registered in this environment file. This file uses Jinja2 syntax to iterate over certain sections in the template to create custom roles. The Jinja2 formatting is rendered into YAML during the overcloud deployment process.
roles_data.yaml
A file that defines the roles in an overcloud and maps services to each role.
network_data.yaml
A file that defines the networks in an overcloud and their properties such as subnets, allocation pools, and VIP status. The default network_data file contains the default networks: External, Internal Api, Storage, Storage Management, Tenant, and Management. You can create a custom network_data file and add it to your openstack overcloud deploy command with the -n option.
plan-environment.yaml
A file that defines the metadata for your overcloud plan. This includes the plan name, main template to use, and environment files to apply to the overcloud.
capabilities-map.yaml
A mapping of environment files for an overcloud plan. Use this file to describe and enable environment files through the director’s web UI. Custom environment files detected in the environments directory in an overcloud plan but not defined in the capabilities-map.yaml are listed in the Other subtab of 2 Specify Deployment Configuration > Overall Settings on the web UI.
environments
Contains additional Heat environment files that you can use with your Overcloud creation. These environment files enable extra functions for your resulting OpenStack environment. For example, the directory contains an environment file for enabling Cinder NetApp backend storage (cinder-netapp-config.yaml). Any environment files detected in this directory that are not defined in the capabilities-map.yaml file are listed in the Other subtab of 2 Specify Deployment Configuration > Overall Settings in the director’s web UI.
network
A set of Heat templates to help create isolated networks and ports.
puppet
Templates mostly driven by configuration with puppet. The aforementioned overcloud-resource-registry-puppet.j2.yaml environment file uses the files in this directory to drive the application of the Puppet configuration on each node.
puppet/services
A directory containing Heat templates for all services in the composable service architecture.
extraconfig
Templates used to enable extra functionality.
firstboot
Provides example first_boot scripts that the director uses when initially creating the nodes.

This provides a general overview of the templates the director uses for orchestrating the Overcloud creation. The next few sections show how to create your own custom templates and environment files that you can add to an Overcloud deployment.

5.3. First Boot: Customizing First Boot Configuration

The director provides a mechanism to perform configuration on all nodes upon the initial creation of the Overcloud. The director achieves this through cloud-init, which you can call using the OS::TripleO::NodeUserData resource type.

In this example, update the nameserver with a custom IP address on all nodes. First, create a basic Heat template (/home/stack/templates/nameserver.yaml) that runs a script to append each node’s resolv.conf with a specific nameserver. You can use the OS::TripleO::MultipartMime resource type to send the configuration script.

heat_template_version: 2014-10-16

description: >
  Extra hostname configuration

resources:
  userdata:
    type: OS::Heat::MultipartMime
    properties:
      parts:
      - config: {get_resource: nameserver_config}

  nameserver_config:
    type: OS::Heat::SoftwareConfig
    properties:
      config: |
        #!/bin/bash
        echo "nameserver 192.168.1.1" >> /etc/resolv.conf

outputs:
  OS::stack_id:
    value: {get_resource: userdata}

Create an environment file (/home/stack/templates/firstboot.yaml) that registers your Heat template as the OS::TripleO::NodeUserData resource type.

resource_registry:
  OS::TripleO::NodeUserData: /home/stack/templates/nameserver.yaml

To add the first boot configuration, add the environment file to the stack along with your other environment files when first creating the Overcloud. For example:

$ openstack overcloud deploy --templates \
    ...
    -e /home/stack/templates/firstboot.yaml \
    ...

The -e applies the environment file to the Overcloud stack.

This adds the configuration to all nodes when they are first created and boot for the first time. Subsequent inclusions of these templates, such as updating the Overcloud stack, does not run these scripts.

Important

You can only register the OS::TripleO::NodeUserData to one Heat template. Subsequent usage overrides the Heat template to use.

This achieves the following:

  1. OS::TripleO::NodeUserData is a director-based Heat resource used in other templates in the collection and applies first boot configuration to all nodes. This resource passes data for use in cloud-init. The default NodeUserData refers to a Heat template that produces a blank value (firstboot/userdata_default.yaml). In our case, our firstboot.yaml environment file replaces this default with a reference to our own nameserver.yaml file.
  2. nameserver_config defines our Bash script to run on first boot. The OS::Heat::SoftwareConfig resource defines it as a piece of configuration to apply.
  3. userdata converts the configuration from nameserver_config into a multi-part MIME message using the OS::Heat::MultipartMime resource.
  4. The outputs provides an output parameter OS::stack_id which takes the MIME message from userdata and provides it to the the Heat template/resource calling it.

As a result, each node runs the following Bash script on its first boot:

#!/bin/bash
echo "nameserver 192.168.1.1" >> /etc/resolve.conf

This example shows how Heat template pass and modfy configuration from one resource to another. It also shows how to use environment files to register new Heat resources or modify existing ones.

5.4. Pre-Configuration: Customizing Specific Overcloud Roles

Important

Previous versions of this document used the OS::TripleO::Tasks::*PreConfig resources to provide pre-configuration hooks on a per role basis. The director’s Heat template collection requires dedicated use of these hooks, which means you should not use them for custom use. Instead, use the OS::TripleO::*ExtraConfigPre hooks outlined below.

The Overcloud uses Puppet for the core configuration of OpenStack components. The director provides a set of hooks to provide custom configuration for specific node roles after the first boot completes and before the core configuration begins. These hooks include:

OS::TripleO::ControllerExtraConfigPre
Additional configuration applied to Controller nodes before the core Puppet configuration.
OS::TripleO::ComputeExtraConfigPre
Additional configuration applied to Compute nodes before the core Puppet configuration.
OS::TripleO::CephStorageExtraConfigPre
Additional configuration applied to Ceph Storage nodes before the core Puppet configuration.
OS::TripleO::ObjectStorageExtraConfigPre
Additional configuration applied to Object Storage nodes before the core Puppet configuration.
OS::TripleO::BlockStorageExtraConfigPre
Additional configuration applied to Block Storage nodes before the core Puppet configuration.
OS::TripleO::[ROLE]ExtraConfigPre
Additional configuration applied to custom nodes before the core Puppet configuration. Replace [ROLE] with the composable role name.

In this example, you first create a basic Heat template (/home/stack/templates/nameserver.yaml) that runs a script to write to a node’s resolv.conf with a variable nameserver.

heat_template_version: 2014-10-16

description: >
  Extra hostname configuration

  parameters:
    server:
      type: json
    nameserver_ip:
      type: string
    DeployIdentifier:
      type: string

resources:
  CustomExtraConfigPre:
    type: OS::Heat::SoftwareConfig
    properties:
      group: script
      config:
        str_replace:
          template: |
            #!/bin/sh
            echo "nameserver _NAMESERVER_IP_" > /etc/resolv.conf
          params:
            _NAMESERVER_IP_: {get_param: nameserver_ip}

  CustomExtraDeploymentPre:
    type: OS::Heat::SoftwareDeployment
    properties:
      server: {get_param: server}
      config: {get_resource: CustomExtraConfigPre}
      actions: ['CREATE','UPDATE']
      input_values:
        deploy_identifier: {get_param: DeployIdentifier}

outputs:
  deploy_stdout:
    description: Deployment reference, used to trigger pre-deploy on changes
    value: {get_attr: [CustomExtraDeploymentPre, deploy_stdout]}

In this example, the resources section contains the following parameters:

CustomExtraConfigPre
This defines a software configuration. In this example, we define a Bash script and Heat replaces _NAMESERVER_IP_ with the value stored in the nameserver_ip parameter.
CustomExtraDeploymentPre

This executes a software configuration, which is the software configuration from the CustomExtraConfigPre resource. Note the following:

  • The config parameter makes a reference to the CustomExtraConfigPre resource so Heat knows what configuration to apply.
  • The server parameter retrieves a map of the Overcloud nodes. This parameter is provided by the parent template and is mandatory in templates for this hook.
  • The actions parameter defines when to apply the configuration. In this case, apply the configuration when the Overcloud is created. Possible actions include CREATE, UPDATE, DELETE, SUSPEND, and RESUME.
  • input_values contains a parameter called deploy_identifier, which stores the DeployIdentifier from the parent template. This parameter provides a timestamp to the resource for each deployment update. This ensures the resource reapplies on subsequent overcloud updates.

Create an environment file (/home/stack/templates/pre_config.yaml) that registers your Heat template to the role-based resource type. For example, to apply only to Controller nodes, use the ControllerExtraConfigPre hook:

resource_registry:
  OS::TripleO::ControllerExtraConfigPre: /home/stack/templates/nameserver.yaml

parameter_defaults:
  nameserver_ip: 192.168.1.1

To apply the configuration, add the environment file to the stack along with your other environment files when creating or updating the Overcloud. For example:

$ openstack overcloud deploy --templates \
    ...
    -e /home/stack/templates/pre_config.yaml \
    ...

This applies the configuration to all Controller nodes before the core configuration begins on either the initial Overcloud creation or subsequent updates.

Important

You can only register each resource to only one Heat template per hook. Subsequent usage overrides the Heat template to use.

This achieves the following:

  1. OS::TripleO::ControllerExtraConfigPre is a director-based Heat resource used in the configuration templates in the Heat template collection. This resource passes configuration to each Controller node. The default ControllerExtraConfigPre refers to a Heat template that produces a blank value (puppet/extraconfig/pre_deploy/default.yaml). In our case, our pre_config.yaml environment file replaces this default with a reference to our own nameserver.yaml file.
  2. The environment file also passes the nameserver_ip as a parameter_default value for our environment. This is a parameter that stores the IP address of our nameserver. The nameserver.yaml Heat template then accepts this parameter as defined in the parameters section.
  3. The template defines CustomExtraConfigPre as a configuration resource through OS::Heat::SoftwareConfig. Note the group: script property. The group defines the software configuration tool to use, which are available through a set of hooks for Heat. In this case, the script hook runs an executable script that you define in the SoftwareConfig resource as the config property.
  4. The script itself appends /etc/resolve.conf with the nameserver IP address. Note the str_replace attribute, which allows you to replace variables in the template section with parameters in the params section. In this case, we set the NAMESERVER_IP to the nameserver IP address, which substitutes the same variable in the script. This results in the following script:

    #!/bin/sh
    echo "nameserver 192.168.1.1" >> /etc/resolve.conf

This example shows how to create a Heat template that defines a configuration and deploys it using the OS::Heat::SoftwareConfig and OS::Heat::SoftwareDeployments before the core configuration. It also shows how to define parameters in your environment file and pass them to templates in the configuration.

5.5. Pre-Configuration: Customizing All Overcloud Roles

The Overcloud uses Puppet for the core configuration of OpenStack components. The director provides a hook to configure all node types after the first boot completes and before the core configuration begins:

OS::TripleO::NodeExtraConfig
Additional configuration applied to all nodes roles before the core Puppet configuration.

In this example, create a basic Heat template (/home/stack/templates/nameserver.yaml) that runs a script to append each node’s resolv.conf with a variable nameserver.

heat_template_version: 2014-10-16

description: >
  Extra hostname configuration

parameters:
  server:
    type: string
  nameserver_ip:
    type: string
  DeployIdentifier:
    type: string

resources:
  CustomExtraConfigPre:
    type: OS::Heat::SoftwareConfig
    properties:
      group: script
      config:
        str_replace:
          template: |
            #!/bin/sh
            echo "nameserver _NAMESERVER_IP_" >> /etc/resolv.conf
          params:
            _NAMESERVER_IP_: {get_param: nameserver_ip}

  CustomExtraDeploymentPre:
    type: OS::Heat::SoftwareDeployment
    properties:
      server: {get_param: server}
      config: {get_resource: CustomExtraConfigPre}
      actions: ['CREATE','UPDATE']
      input_values:
        deploy_identifier: {get_param: DeployIdentifier}

outputs:
  deploy_stdout:
    description: Deployment reference, used to trigger pre-deploy on changes
    value: {get_attr: [CustomExtraDeploymentPre, deploy_stdout]}

In this example, the resources section contains the following parameters:

CustomExtraConfigPre
This defines a software configuration. In this example, we define a Bash script and Heat replaces _NAMESERVER_IP_ with the value stored in the nameserver_ip parameter.
CustomExtraDeploymentPre

This executes a software configuration, which is the software configuration from the CustomExtraConfigPre resource. Note the following:

  • The config parameter makes a reference to the CustomExtraConfigPre resource so Heat knows what configuration to apply.
  • The server parameter retrieves a map of the Overcloud nodes. This parameter is provided by the parent template and is mandatory in templates for this hook.
  • The actions parameter defines when to apply the configuration. In this case, we only apply the configuration when the Overcloud is created. Possible actions include CREATE, UPDATE, DELETE, SUSPEND, and RESUME.
  • The input_values parameter contains a sub-parameter called deploy_identifier, which stores the DeployIdentifier from the parent template. This parameter provides a timestamp to the resource for each deployment update. This ensures the resource reapplies on subsequent overcloud updates.

Next, create an environment file (/home/stack/templates/pre_config.yaml) that registers your heat template as the OS::TripleO::NodeExtraConfig resource type.

resource_registry:
  OS::TripleO::NodeExtraConfig: /home/stack/templates/nameserver.yaml

parameter_defaults:
  nameserver_ip: 192.168.1.1

To apply the configuration, add the environment file to the stack along with your other environment files when creating or updating the Overcloud. For example:

$ openstack overcloud deploy --templates \
    ...
    -e /home/stack/templates/pre_config.yaml \
    ...

This applies the configuration to all nodes before the core configuration begins on either the initial Overcloud creation or subsequent updates.

Important

You can only register the OS::TripleO::NodeExtraConfig to only one Heat template. Subsequent usage overrides the Heat template to use.

This achieves the following:

  1. OS::TripleO::NodeExtraConfig is a director-based Heat resource used in the configuration templates in the Heat template collection. This resource passes configuration to each node. The default NodeExtraConfig refers to a Heat template that produces a blank value (puppet/extraconfig/pre_deploy/default.yaml). In our case, our pre_config.yaml environment file replaces this default with a reference to our own nameserver.yaml file.
  2. The environment file also passes the nameserver_ip as a parameter_default value for our environment. This is a parameter that stores the IP address of our nameserver. The nameserver.yaml Heat template then accepts this parameter as defined in the parameters section.
  3. The template defines CustomExtraConfigPre as a configuration resource through OS::Heat::SoftwareConfig. Note the group: script property. The group defines the software configuration tool to use, which are available through a set of hooks for Heat. In this case, the script hook runs an executable script that you define in the SoftwareConfig resource as the config property.
  4. The script itself appends /etc/resolve.conf with the nameserver IP address. Note the str_replace attribute, which allows you to replace variables in the template section with parameters in the params section. In this case, we set the NAMESERVER_IP to the nameserver IP address, which substitutes the same variable in the script. This results in the following script:

    #!/bin/sh
    echo "nameserver 192.168.1.1" >> /etc/resolve.conf

This example shows how to create a Heat template that defines a configuration and deploys it using the OS::Heat::SoftwareConfig and OS::Heat::SoftwareDeployments before the core configuration. It also shows how to define parameters in your environment file and pass them to templates in the configuration.

5.6. Post-Configuration: Customizing All Overcloud Roles

Important

Previous versions of this document used the OS::TripleO::Tasks::*PostConfig resources to provide post-configuration hooks on a per role basis. The director’s Heat template collection requires dedicated use of these hooks, which means you should not use them for custom use. Instead, use the OS::TripleO::NodeExtraConfigPost hook outlined below.

A situation might occur where you have completed the creation of your Overcloud but want to add additional configuration to all roles, either on initial creation or on a subsequent update of the Overcloud. In this case, you use the following post-configuration hook:

OS::TripleO::NodeExtraConfigPost
Additional configuration applied to all nodes roles after the core Puppet configuration.

In this example, you first create a basic heat template (/home/stack/templates/nameserver.yaml) that runs a script to append each node’s resolv.conf with a variable nameserver.

heat_template_version: 2014-10-16

description: >
  Extra hostname configuration

parameters:
  servers:
    type: json
  nameserver_ip:
    type: string
  DeployIdentifier:
    type: string
  EndpointMap:
    default: {}
    type: json

resources:
  CustomExtraConfig:
    type: OS::Heat::SoftwareConfig
    properties:
      group: script
      config:
        str_replace:
          template: |
            #!/bin/sh
            echo "nameserver _NAMESERVER_IP_" >> /etc/resolv.conf
          params:
            _NAMESERVER_IP_: {get_param: nameserver_ip}

  CustomExtraDeployments:
    type: OS::Heat::SoftwareDeploymentGroup
    properties:
      servers:  {get_param: servers}
      config: {get_resource: CustomExtraConfig}
      actions: ['CREATE','UPDATE']
      input_values:
        deploy_identifier: {get_param: DeployIdentifier}

In this example, the resources section contains the following:

CustomExtraConfig
This defines a software configuration. In this example, we define a Bash script and Heat replaces _NAMESERVER_IP_ with the value stored in the nameserver_ip parameter.
CustomExtraDeployments

This executes a software configuration, which is the software configuration from the CustomExtraConfig resource. Note the following:

  • The config parameter makes a reference to the CustomExtraConfig resource so Heat knows what configuration to apply.
  • The servers parameter retrieves a map of the Overcloud nodes. This parameter is provided by the parent template and is mandatory in templates for this hook.
  • The actions parameter defines when to apply the configuration. In this case, we apply the configuration when the Overcloud is created. Possible actions include CREATE, UPDATE, DELETE, SUSPEND, and RESUME.
  • input_values contains a parameter called deploy_identifier, which stores the DeployIdentifier from the parent template. This parameter provides a timestamp to the resource for each deployment update. This ensures the resource reapplies on subsequent overcloud updates.

Create an environment file (/home/stack/templates/post_config.yaml) that registers your Heat template as the OS::TripleO::NodeExtraConfigPost: resource type.

resource_registry:
  OS::TripleO::NodeExtraConfigPost: /home/stack/templates/nameserver.yaml

parameter_defaults:
  nameserver_ip: 192.168.1.1

To apply the configuration, add the environment file to the stack along with your other environment files when creating or updating the Overcloud. For example:

$ openstack overcloud deploy --templates \
    ...
    -e /home/stack/templates/post_config.yaml \
    ...

This applies the configuration to all nodes after the core configuration completes on either initial Overcloud creation or subsequent updates.

Important

You can only register the OS::TripleO::NodeExtraConfigPost to only one Heat template. Subsequent usage overrides the Heat template to use.

This achieves the following:

  1. OS::TripleO::NodeExtraConfigPost is a director-based Heat resource used in the post-configuration templates in the collection. This resource passes configuration to each node type through the *-post.yaml templates. The default NodeExtraConfigPost refers to a Heat template that produces a blank value (extraconfig/post_deploy/default.yaml). In our case, our post_config.yaml environment file replaces this default with a reference to our own nameserver.yaml file.
  2. The environment file also passes the nameserver_ip as a parameter_default value for our environment. This is a parameter that stores the IP address of our nameserver. The nameserver.yaml Heat template then accepts this parameter as defined in the parameters section.
  3. The template defines CustomExtraConfig as a configuration resource through OS::Heat::SoftwareConfig. Note the group: script property. The group defines the software configuration tool to use, which are available through a set of hooks for Heat. In this case, the script hook runs an executable script that your define in the SoftwareConfig resource as the config property.
  4. The script itself appends /etc/resolve.conf with the nameserver IP address. Note the str_replace attribute, which allows you to replace variables in the template section with parameters in the params section. In this case, we set the NAMESERVER_IP to the nameserver IP address, which substitutes the same variable in the script. This results in the following script:

    #!/bin/sh
    echo "nameserver 192.168.1.1" >> /etc/resolve.conf

This example shows how to create a Heat template that defines a configuration and deploys it using the OS::Heat::SoftwareConfig and OS::Heat::SoftwareDeployments. It also shows how to define parameters in your environment file and pass them to templates in the configuration.

5.7. Puppet: Applying Custom Configuration to an Overcloud

Previously, we discussed adding configuration for a new backend to OpenStack Puppet modules. This section show how the director executes the application of new configuration.

Heat templates provide a hook allowing you to apply Puppet configuration with a OS::Heat::SoftwareConfig resource. The process is similar to how we include and execute Bash scripts. However, instead of the group: script hook, we use the group: puppet hook.

For example, you might have a Puppet manifest (example-puppet-manifest.pp) that enables an NFS Cinder backend using the official Cinder Puppet Module:

cinder::backend::nfs { 'mynfsserver':
  nfs_servers          => ['192.168.1.200:/storage'],
}

This Puppet configuration creates a new resource using the cinder::backend::nfs defined type. To apply this resource through Heat, create a basic Heat template (puppet-config.yaml) that runs our Puppet manifest:

heat_template_version: 2014-10-16

parameters:
  servers:
    type: json

resources:
  ExtraPuppetConfig:
    type: OS::Heat::SoftwareConfig
    properties:
      group: puppet
      config:
        get_file: example-puppet-manifest.pp
      options:
        enable_hiera: True
        enable_facter: False

  ExtraPuppetDeployment:
    type: OS::Heat::SoftwareDeployments
    properties:
      config: {get_resource: ExtraPuppetConfig}
      servers: {get_param: servers}
      actions: ['CREATE','UPDATE']

Next, create an environment file (puppet_config.yaml) that registers our Heat template as the OS::TripleO::NodeExtraConfigPost resource type.

resource_registry:
  OS::TripleO::NodeExtraConfigPost: puppet_config.yaml

This example is similar to using SoftwareConfig and SoftwareDeployments from the script hook example in the previous section. However, there are some differences in this example:

  1. We set group: puppet so that we execute the puppet hook.
  2. The config attribute uses the get_file attribute to refer to a Puppet manifest that contains our additional configuration.
  3. The options attribute contains some options specific to Puppet configurations:

    • The enable_hiera option enables the Puppet configuration to use Hiera data.
    • The enable_facter option enables the Puppet configuration to use system facts from the facter command.

This example shows how to include a Puppet manifest as part of the software configuration for the Overcloud. This provides a way to apply certain configuration classes from existing Puppet modules on the Overcloud images, which helps you customize your Overcloud to use certain software and hardware.

5.8. Puppet: Customizing Hieradata for Roles

The Heat template collection contains a set of parameters to pass extra configuration to certain node types. These parameters save the configuration as hieradata for the node’s Puppet configuration. These parameters are:

ControllerExtraConfig
Configuration to add to all Controller nodes.
ComputeExtraConfig
Configuration to add to all Compute nodes.
BlockStorageExtraConfig
Configuration to add to all Block Storage nodes.
ObjectStorageExtraConfig
Configuration to add to all Object Storage nodes.
CephStorageExtraConfig
Configuration to add to all Ceph Storage nodes.
[ROLE]ExtraConfig
Configuration to add to a composable role. Replace [ROLE] with the composable role name.
ExtraConfig
Configuration to add to all nodes.

To add extra configuration to the post-deployment configuration process, create an environment file that contains these parameters in the parameter_defaults section. For example, to increase the reserved memory for Compute hosts to 1024 MB and set the VNC keymap to Japanese:

parameter_defaults:
  ComputeExtraConfig:
    nova::compute::reserved_host_memory: 1024
    nova::compute::vnc_keymap: ja

Include this environment file when running openstack overcloud deploy.

Important

You can only define each parameter once. Subsequent usage overrides previous values.

5.9. Adding Environment Files to an Overcloud Deployment

After developing a set of environment files relevant to your custom configuration, include these files in your Overcloud deployment. This means running the openstack overcloud deploy command with the -e option, followed by the environment file. You can specify the -e option as many times as necessary for your customization. For example:

$ openstack overcloud deploy --templates -e network-configuration.yaml -e storage-configuration.yaml -e first-boot.yaml
Important

Environment files are stacked in consecutive order. This means that each subsequent file stacks upon both the main Heat template collection and all previous environment files. This provides a way to override resource definitions. For example, if all environment files in an Overcloud deployment define the NodeExtraConfigPost resource, then Heat uses NodeExtraConfigPost defined in the last environment file. As a result, the order of the environment files is important. Make sure to order your environment files so they are processed and stacked correctly.

Warning

Any environment files added to the Overcloud using the -e option become part of your Overcloud’s stack definition. The director requires these environment files for any post-deployment or re-deployment functions. Failure to include these files can result in damage to your Overcloud.

Chapter 6. Composable Services

Red Hat OpenStack Platform now includes the ability to define custom roles and compose service combinations on roles (see "Composable Services and Custom Roles" in Advanced Overcloud Customization). As part of the integration, you can define your own custom services and include them on chosen roles. This section explores the composable service architecture and provides an example of how to integrate a custom service into the composable service architecture.

6.1. Examining Composable Service Architecture

The core Heat template collection contains two sets of composable service templates:

  • deployment contains the templates for key OpenStack Platform services.
  • puppet/services contains legacy templates for configuring composable services. In some cases, the composable services use templates from this directory for compatibility. In most cases, the composable services use the templates in the deployment directory.

Each template contains a description that identifies its purpose. For example, the deployment/time/ntp-baremetal-puppet.yaml service template contains the following description:

description: >
  NTP service deployment using puppet, this YAML file
  creates the interface between the HOT template
  and the puppet manifest that actually installs
  and configure NTP.

These service templates are registered as resources specific to a Red Hat OpenStack Platform deployment. This means you can call each resource using a unique Heat resource namespace defined in the overcloud-resource-registry-puppet.j2.yaml file. All services use the OS::TripleO::Services namespace for their resource type.

Some resources use the base composable service templates directly. For example:

resource_registry:
  ...
  OS::TripleO::Services::Ntp: deployment/time/ntp-baremetal-puppet.yaml
  ...

However, core services require containers and use the containerized service templates. For example, the keystone containerized service uses the following resource:

resource_registry:
  ...
  OS::TripleO::Services::Keystone: deployment/keystone/keystone-container-puppet.yaml
  ...

These containerized templates usually reference other templates to include dependencies. For example, the deployment/keystone/keystone-container-puppet.yaml template stores the output of the base template in the ContainersCommon resource:

resources:
  ContainersCommon:
    type: ../containers-common.yaml

The containerized template can then incorporate functions and data from the containers-common.yaml template.

The overcloud.j2.yaml Heat template includes a section of Jinja2-based code to define a service list for each custom role in the roles_data.yaml file:

{{role.name}}Services:
  description: A list of service resources (configured in the Heat
               resource_registry) which represent nested stacks
               for each service that should get installed on the {{role.name}} role.
  type: comma_delimited_list
  default: {{role.ServicesDefault|default([])}}

For the default roles, this creates the following service list parameters: ControllerServices, ComputeServices, BlockStorageServices, ObjectStorageServices, and CephStorageServices.

You define the default services for each custom role in the roles_data.yaml file. For example, the default Controller role contains the following content:

- name: Controller
  CountDefault: 1
  ServicesDefault:
    - OS::TripleO::Services::CACerts
    - OS::TripleO::Services::CephMon
    - OS::TripleO::Services::CephExternal
    - OS::TripleO::Services::CephRgw
    - OS::TripleO::Services::CinderApi
    - OS::TripleO::Services::CinderBackup
    - OS::TripleO::Services::CinderScheduler
    - OS::TripleO::Services::CinderVolume
    - OS::TripleO::Services::Core
    - OS::TripleO::Services::Kernel
    - OS::TripleO::Services::Keystone
    - OS::TripleO::Services::GlanceApi
    - OS::TripleO::Services::GlanceRegistry
...

These services are then defined as the default list for the ControllerServices parameter.

Note

You can also use an environment file to override the default list for the service parameters. For example, you can define ControllerServices as a parameter_default in an environment file to override the services list from the roles_data.yaml file.

6.2. Creating a User-Defined Composable Service

This example examines how to create a user-defined composable service and focuses on implementing a message of the day (motd) service. This example assumes the overcloud image contains a custom motd Puppet module loaded either through a configuration hook or through modifying the overcloud images as per Chapter 3, Overcloud Images.

When creating your own service, there are specific items to define in the service’s Heat template:

parameters

The following are compulsory parameters that you must include in your service template:

  • ServiceNetMap - A map of services to networks. Use an empty hash ({}) as the default value as this parameter is overriden with values from the parent Heat template.
  • DefaultPasswords - A list of default passwords. Use an empty hash ({}) as the default value as this parameter is overriden with values from the parent Heat template.
  • EndpointMap - A list of OpenStack service endpoints to protocols. Use an empty hash ({}) as the default value as this parameter is overriden with values from the parent Heat template.

Define any additional parameters that your service requires.

outputs
The following output parameters define the service configuration on the host. See Appendix A, Composable service parameters for information on all composable service parameters.

The following is an example Heat template (service.yaml) for the motd service:

heat_template_version: 2016-04-08

description: >
  Message of the day service configured with Puppet

parameters:
  ServiceNetMap:
    default: {}
    type: json
  DefaultPasswords:
    default: {}
    type: json
  EndpointMap:
    default: {}
    type: json
  MotdMessage: 1
    default: |
      Welcome to my Red Hat OpenStack Platform environment!

    type: string
    description: The message to include in the motd

outputs:
  role_data:
    description: Motd role using composable services.
    value:
      service_name: motd
      config_settings: 2
        motd::content: {get_param: MotdMessage}
      step_config: | 3
        if hiera('step') >= 2 {
          include ::motd
        }
1
The template includes a MotdMessage parameter used to define the message of the day. The parameter includes a default message but you can override it using the same parameter in a custom environment file, which is demonstrated later.
2
The outputs section defines some service hieradata in config_settings. The motd::content hieradata stores the content from the MotdMessage parameter. The motd Puppet class eventually reads this hieradata and passes the user-defined message to the /etc/motd file.
3
The outputs section includes a Puppet manifest snippet in step_config. The snippet checks if the configuration has reached step 2 and, if so, runs the motd Puppet class.

6.3. Including a User-Defined Composable Service

The aim for this example is to configure the custom motd service only on our overcloud’s Controller nodes. This requires a custom environment file and custom roles data file included with our deployment.

First, add the new service to an environment file (env-motd.yaml) as a registered Heat resource within the OS::TripleO::Services namespace. For this example, the resource name for our motd service is OS::TripleO::Services::Motd:

resource_registry:
  OS::TripleO::Services::Motd: /home/stack/templates/motd.yaml

parameter_defaults:
  MotdMessage: |
    You have successfully accessed my Red Hat OpenStack Platform environment!

Note that our custom environment file also includes a new message that overrides the default for MotdMessage.

The deployment will now include the motd service. However, each role that requires this new service must have an updated ServicesDefault listing in a custom roles_data.yaml file. In this example, we aim to only configure the service on Controller nodes.

Create a copy of the default roles_data.yaml file:

$ cp /usr/share/openstack-tripleo-heat-templates/roles_data.yaml ~/custom_roles_data.yaml

Edit this file, scroll to the Controller role, and include the service in the ServicesDefault listing:

- name: Controller
  CountDefault: 1
  ServicesDefault:
    - OS::TripleO::Services::CACerts
    - OS::TripleO::Services::CephMon
    - OS::TripleO::Services::CephExternal
...
    - OS::TripleO::Services::FluentdClient
    - OS::TripleO::Services::VipHosts
    - OS::TripleO::Services::Motd           # Add the service to the end

When creating an overcloud, include the resulting environment file and the custom_roles_data.yaml file with your other environment files and deployment options:

$ openstack overcloud deploy --templates -e /home/stack/templates/env-motd.yaml -r ~/custom_roles_data.yaml [OTHER OPTIONS]

This includes our custom motd service in our deployment and configures the service on Controller nodes only.

Chapter 7. Building certified container images

You can use the Partner Build Service to build your application containers for certification. The Build Service builds containers from Git repositories that are Internet-accessible publicly or privately with an SSH key.

This section describes the steps to use the automated Build Service as part of the Red Hat OpenStack and NFV Zone to automatically build containerized partner platform plugins to Red Hat OpenStack Platform 15 base containers.

Prerequisites

To access the Automated Build System, you need to:

  • Register with Red Hat Connect for Technology Partners.
  • Apply for Zone access to the Red Hat OpenStack & NFV zone.
  • Create a Product. The information you provide will be used when the certification is published in our catalog.
  • Create a git repository for your plugin, with your Dockerfile and any components that you will include in the container.

Any problems registering with or accessing the Red Hat Connect site can be reported to connect@redhat.com.

7.1. Adding a container project

One project represents one partner image. If you have multiple images, you need to create multiple projects.

Procedure

  1. Log into "Red Hat Connect for Technology Partners" and click Zones.
  2. Scroll down and select the Red Hat OpenStack & NFV zone. Click anywhere in the box.
  3. Click Certify to access your company’s existing products and projects.

    BuildService001

  4. Click Add Project to create a new project.
  5. Set the Project Name.

    • Project name is not visible outside the system.
    • The project name should include [product][version]-[extended-base-container-image]-[your-plugin]
    • For OpenStack purposes the format is rhospXX-baseimage-myplugin.
    • Example: rhosp15-openstack-cinder-volume-myplugin
  6. Select the Product, Product Version and Release Category based on your product/plugin and its version.

    • Product and its version should be created prior to creating projects.
    • Set the label release category to Tech Preview. Generally Available is not an option until you have completed API testing using Red Hat Certification. Refer to the plugin certification requirements once you have certified your container image
  7. Select the Red Hat Product and Red Hat Product Version based on the base image you are modifying with your partner plugin. For this release, please select Red Hat OpenStack Platform and 15.
  8. Click Submit to create the new project.

At this stage, Red Hat will assess and confirm certification of your project. Send an email to connect@redhat.com​ stating whether the plugin is in tree or out of tree in regards to the upstream code.

  • In Tree​ means the plugin is included in the OpenStack upstream code base and the plugin image is built by Red Hat and distributed with Red Hat OpenStack Platform 15.
  • Out of Tree​ means the plugin image is​ not included of the OpenStack upstream code base and ​not distributed within Red Hat OpenStack Platform 15.

After the Red Hat confirms the plugin status, move on to the Certification Checklist.

7.2. Following the container certification checklist

Certified containers meet Red Hat’s standards for packaging, distribution, and maintenance. Certified containers imply a commitment from partners to keep their images up-to-date and represent the highest level of trust and supportability for container-capable platforms, including Red Hat OpenStack Platform.

Procedure

  1. Click Certification Checklist.
  2. Complete all sections of the checklist. If you need more information on an item, click the drop down arrow on the left to view the items information and links to other resources.

CertificationChecklist

The following checklist items include:

Update your company profile
Ensures your company profile is up to date.
Update your product profile
This page relates to the product’s profile such as product type, description, repository URL, version, and contact distribution list.
Accept the OpenStack Appendix
Site Agreement for the Container Terms.
Update project profile
Check the image settings such as auto publish, registry namespace, release category, supported platforms.
Note

In the Supported Platforms section, you must select an option. Select an option to allow you to save other required fields on this page.

Package and test your application as a container
Follow the instructions on this page to configure the build service. The build service will be dependent on the completion of the previous steps.
Upload documentation and marketing materials
This sends you to the product page. Scroll to the bottom and click on Add new Collateral ​ to upload your product information.
Note

A minimum of 3 materials are required, with 1 being a mandatory “document” type.

Provide a container registry namespace
This is the same as the project page profile page.
Provide sales contact information
This information is the same as the company profile.
Obtain distribution approval from Red Hat
Red Hat will provide approval for this step.
Configure Automated Build Service
The configuration information to perform the build and scan of the container image.

The last item in the checklist is Configure Automated Build Service. Before we configure this service, you must ensure your project contains a dockerfile that conforms to Red Hat’s certification standards.

7.3. Dockerfile requirements

As a part of the image build process, the build service scans your built image to ensure it complies with Red Hat’s standards. Use the following guidelines as a basis for the dockerfile to include with your project:

  • The base image​ must​ be a Red Hat image. Any images using Ubuntu, Debian, and CentOS as a base will​ not​ pass the scanner.
  • You must configure the required labels:

    • name
    • maintainer
    • vendor
    • version
    • release
    • summary
  • You must include a software license(s)​ as a text file within the image. Add the software license(s)​ to the licenses directory at the root of your project.
  • You must configure a user other than root.

The following dockerfile example demonstrates the required information necessary for the scan:

FROM registry.redhat.io/rhosp15-rhel8/openstack-cinder-volume
MAINTAINER VenderX Systems Engineering <maintainer@vendorX.com>

###Required Labels
LABEL name="rhosp15-rhel8/openstack-cinder-volume-vendorx-plugin" \
      maintainer="maintainer@vendorX.com" \
      vendor="VendorX" \
      version="3.7" \
      release="1" \
      summary="Red Hat OpenStack Platform 15.0 cinder-volume VendorX PluginY" \
      description="Red Hat OpenStack Platform 15.0 cinder-volume VendorX PluginY"


USER root

###Adding package
###repo exmple
COPY vendorX.repo /etc/yum.repos.d/vendorX.repo

###adding package with curl
RUN curl -L -o /verdorX-plugin.rpm http://vendorX.com/vendorX-plugin.rpm

###adding local package
COPY verdorX-plugin.rpm /

# Enable a repo to install a package
RUN yum clean all
RUN yum-config-manager --enable openstack-15-for-rhel-8-x86_64-rpms
RUN yum install -y vendorX-plugin
RUN yum-config-manager --disable openstack-15-for-rhel-8-x86_64-rpms

# Add required license as text file in Liceses directory (GPL, MIT, APACHE, Partner End User Agreement, etc)
RUN mkdir /licenses
COPY licensing.txt /licenses

USER cinder

7.4. Setting project details

This procedure set details for the project such as the namespace and registry for your container image.

Procedure

  1. Click Project Settings.
  2. Ensure project’s name is in a correct format. Optionally, set Auto-Publish to ON if you want automatically publish containers that pass certification. Certified containers are published in the Red Hat Container Catalog.

    ProjectSettings01

  3. Set the Container Registry Namespace. Follow the online instructions.

    ProjectSettings02

    • The container registry namespace should be name of your company.
    • Final registry URL would be then registry.connect.redhat.com/namespace/repository:tag.
    • Example: registry.connect.redhat.com/mycompany/rhosp15-openstack-cinder-volume-myplugin:1.0
  4. Set the Outbound Repository Name and Outbound Repository Descriptions. Follow the online instructions. The outbound repository name should be same as the project name.

    ProjectSettings03

    • [product][version]-[extended_base_container_image]-[your_plugin]
    • For OpenStack purposes the format is rhospXX-baseimage-myplugin
    • Final registry URL would be then registry.connect.redhat.com/namespace/repository:tag
    • Example: registry.connect.redhat.com/mycompany/rhosp15-openstack-cinder-volume-myplugin:1.0
  5. Add additional information about your project in the relevant fields, such as:

    • Repository Description
    • Supporting Documentation for Primed
  6. Click Submit.

7.5. Building a container image with the build service

The following procedure shows how to build the container image for your partner plugin.

Procedure

  1. Click Build Service.
  2. Click Configure Build Service to set up your build details.

    1. Check the Red Hat Container Build is set to ON.
    2. Add your Git Source URL and optionally add your Source Code SSH Key if your git repository is protected. The URL can be HTML or SSH. SSH is required for protected git repositories.
    3. Optionally, add Dockerfile Name or leave blank if your Dockerfile name is Dockerfile.
    4. Optionally, add the Context Directory if the docker build context root is not the root of the git repository. Otherwise, leave this field blank.
    5. Set the Branch in your git repository to base the container image.
    6. Click Submit to finalize the Build Service settings.
  3. Click Start Build.
  4. Add a Tag Name and click Submit. It can take up to six minutes for the build to complete.

    • The tag name should be a version of your plugin
    • Final reference URL would be registry.connect.redhat.com/namespace/repository:tag
    • Example: registry.connect.redhat.com/mycompany/rhosp15-openstack-cinder-volume-myplugin:1.0
  5. Click Refresh to see if your build is complete. Optionally, click the matching Build ID to view the build details and logs.
  6. The build service both builds and scans the image. This normally takes 10-15 minutes to complete. Once the scan completes, you can click the View link to expand the scan results.

7.6. Correcting failed scan results

The Scan Details page displays the result of the scan, including any failed items. If your image scan reports a FAILED status, use the following procedure to find out how to correct these failures.

Procedure

  1. On the Container Information page, click the View link to expand the scan results.
  2. Click the failed item. For example, in the following screenshot, the has_licenses check has failed.

    ScanDetails

  3. Clicking the failed item opens the Policy Guide at the relevant section and provides more information on how to correct the issue.
Note

If you receive an Access Denied warning when accessing the Policy Guide, contact ​ connect@redhat.com

7.7. Publishing a container image

After the container image passed the scan, you can publish the container image.

Procedure

  1. On the Container Information page, click the Publish link to publish the container image live.
  2. The Publish link changes to Unpublish. If you need to unpublish a container, click this link.

Once you have published the link, check the certification documentation for further information on certifying your plugin. See Section 1.2, “Partner Integration Requirements” for links to certification documentation.

Chapter 8. Integration Points

This chapter explores the specific integration points for director integration. This includes looking at specific OpenStack components and their relationship with director or Overcloud integration. This section is not an exhaustive description of all OpenStack integration but should give you enough information to start integrating hardware and software with Red Hat OpenStack Platform.

8.1. Bare Metal Provisioning (Ironic)

The OpenStack Bare Metal Provisioning (Ironic) component is used within the director to control the power state of the nodes. The director uses a set of back-end drivers to interface with specific bare metal power controllers. These drivers are the key to enabling hardware and vendor specific extensions and capabilities. The most common driver is the IPMI driver (pxe_ipmitool) which controls the power state for any server that supports the Intelligent Platform Management Interface (IPMI).

Integrating with Ironic starts with the upstream OpenStack community first. Ironic drivers accepted upstream are automatically included in the core Red Hat OpenStack Platform product and the director by default. However, they might not be supported as per certification requirements.

Hardware drivers must undergo continuous integration testing to ensure their continued functionality. For information on third party driver testing and suitability, please see the OpenStack community page on Ironic Testing.

Upstream Repositories:

Upstream Blueprints:

Puppet Module:

Bugzilla components:

  • openstack-ironic
  • python-ironicclient
  • python-ironic-oscplugin
  • openstack-ironic-discoverd
  • openstack-puppet-modules
  • openstack-tripleo-heat-templates

Integration Notes:

  • The upstream project contains drivers in the ironic/drivers directory.
  • The director performs a bulk registration of nodes defined in a JSON file. The os-cloud-config tool (https://github.com/openstack/os-cloud-config/) parses this file to determine the node registration details and perform the registration. This means the os-cloud-config tool, specifically the nodes.py file, requires support for your driver.
  • The director is automatically configured to use Ironic, which means the Puppet configuration requires little to no modification. However, if your driver is included with Ironic, you need to add your driver to the /etc/ironic/ironic.conf file. Edit this file and search for the enabled_drivers parameter. For example:

    enabled_drivers=pxe_ipmitool,pxe_ssh,pxe_drac

    This allows Ironic to use the specified driver from the drivers directory.

8.2. Networking (Neutron)

OpenStack Networking (Neutron) provides the ability to create a network architecture within your cloud environment. The project provides several integration points for Software Defined Networking (SDN) vendors. These integration points usually fall into the categories of plugins or agents

A plugin allows extension and customization of pre-existing Neutron functions. Vendors can write plugins to ensure interoperability between Neutron and certified software and hardware. Most vendors should aim to develop a driver for Neutron’s Modular Layer 2 (ml2) plugin, which provides a modular backend for integrating your own drivers.

An agent provides a specific network function. The main Neutron server (and its plugins) communicate with Neutron agents. Existing examples include agents for DHCP, Layer 3 support, and bridging support.

For both plugins and agents, you can either:

  • Include them for distribution as part of the OpenStack Platform solution, or
  • Add them to the Overcloud images after OpenStack Platform’s distribution.

It is recommended to analyze the functionality of existing plugins and agents so you can determine how to integrate your own certified hardware and software. In particular, it is recommended to first develop a driver as a part of the ml2 plugin.

Upstream Repositories:

Upstream Blueprints:

Puppet Module:

Bugzilla components:

  • openstack-neutron
  • python-neutronclient
  • openstack-puppet-modules
  • openstack-tripleo-heat-templates

Integration Notes:

  • The upstream neutron project contains several integration points:

    • The plugins are located in neutron/plugins/
    • The ml2 plugin drivers are located in neutron/plugins/ml2/drivers/
    • The agents are located in neutron/agents/
  • Since the OpenStack Liberty release, many of the vendor-specific ml2 plugin have been moved into their own repositories beginning with networking-. For example, the Cisco-specific plugins are located in https://github.com/openstack/networking-cisco
  • The puppet-neutron repository also contains separate directories for configuring these integration points:

    • The plugin configuration is located in manifests/plugins/
    • The ml2 plugin driver configuration is located in manifests/plugins/ml2/
    • The agent configuration is located in manifests/agents/
  • The puppet-neutron repository contains numerous additional libraries for configuration functions. For example, the neutron_plugin_ml2 library adds a function to add attributes to the ml2 plugin configuration file.

8.3. Block Storage (Cinder)

OpenStack Block Storage (Cinder) provides an API that interacts with block storage devices, which OpenStack uses to create volumes. For example, Cinder provides virtual storage devices for instances. Cinder provides a core set of drivers to support different storage hardware and protocols. For example, some of the core drivers include support for NFS, iSCSI, and Red Hat Ceph Storage. Vendors can include drivers to support additional certified hardware.

Vendors have two main options with the drivers and configuration they develop:

  • Include them for distribution as part of the OpenStack Platform solution, or
  • Add them to the Overcloud images after OpenStack Platform’s distribution.

It is recommended to analyze the functionality of existing drivers so you can determine how to integrate your own certified hardware and software.

Upstream Repositories:

Upstream Blueprints:

Puppet Module:

Bugzilla components:

  • openstack-cinder
  • python-cinderclient
  • openstack-puppet-modules
  • openstack-tripleo-heat-templates

Integration Notes:

  • The upstream cinder repository contains the drivers in cinder/volume/drivers/
  • The puppet-cinder repository contains two main directories for driver configuration:

    • The manifests/backend directory contains a set of defined types that configure the drivers.
    • The manifests/volume directory contains a set of classes to configure a default block storage device.
  • The puppet-cinder repository contains a library called cinder_config to add attributes to the Cinder configuration files.

8.4. Image Storage (Glance)

OpenStack Image Storage (Cinder) provides an API that interacts with storage types to provide storage for images. Glance provides a core set of drivers to support different storage hardware and protocols. For example, the core drivers include support for file, OpenStack Object Storage (Swift), OpenStack Block Storage (Cinder), and Red Hat Ceph Storage. Vendors can include drivers to support additional certified hardware.

Upstream Repositories:

Upstream Blueprints:

Puppet Module:

Bugzilla components:

  • openstack-glance
  • python-glanceclient
  • openstack-puppet-modules
  • openstack-tripleo-heat-templates

Integration Notes:

  • Adding vendor-specific driver is not necessary as Glance can use Cinder, which contains integretion points, to manage image storage.
  • The upstream glance_store repository contains the drivers in glance_store/_drivers.
  • The puppet-glance repository contains the driver configuration in the manifests/backend directory.
  • The puppet-glance repository contains a library called glance_api_config to add attributes to the Glance configuration files.

8.5. Shared File Systems (Manila)

OpenStack Shared File System Service (Manila) provides an API for shared and distributed file system services. Vendors can include drivers to support additional certified hardware.

Upstream Repositories:

Upstream Blueprints:

Puppet Module:

Bugzilla components:

  • openstack-manila
  • python-manilaclient
  • openstack-puppet-modules
  • openstack-tripleo-heat-templates

Integration Notes:

  • The upstream manila repository contains the drivers in manila/share/drivers/.
  • The puppet-manila repository contains the driver configuration in the manifests/backend directory.
  • The puppet-manila repository contains a library called manila_config to add attributes to the Manila configuration files.

8.6. OpenShift-on-OpenStack

OpenStack Platform aims to support OpenShift-on-OpenStack deployments. Although the partner integration for OpenShift is outside the scope of this document, you can find more information at the "Red Hat OpenShift Partners" page.

Appendix A. Composable service parameters

The following parameters are used for the outputs in all composable services:

The following parameters are used for the outputs specifically for containerized composable services:

A.1. All composable services

The following parameters apply to all composable services.

service_name

The name of your service. You can use this to apply configuration from other composable services via service_config_settings.

config_settings

Custom hieradata settings for your service.

service_config_settings

Custom hieradata settings for another service. For example, your service might require its endpoints registered in OpenStack Identity (keystone). This provides parameters from one service to another and provide a method of cross-service configuration, even if the services are on different roles.

global_config_settings

Custom hieradata settings distributed to all roles.

step_config

A Puppet snippet to configure the service. This snippet is added to a combined manifest created and run at each step of the service configuration process. These steps are:

  • Step 1 - Load balancer configuration
  • Step 2 - Core high availability and general services (Database, RabbitMQ, NTP)
  • Step 3 - Early OpenStack Platform Service setup (Storage, Ring Building)
  • Step 4 - General OpenStack Platform services
  • Step 5 - Service activation (Pacemaker) and OpenStack Identity (keystone) role and user creation

In any referenced puppet manifest, you can use the step hieradata (using hiera('step')) to define specific actions at specific steps during the deployment process.

upgrade_tasks

Ansible snippet to help with upgrading the service. The snippet is added to a combined playbook. Each operation uses a tag to define a step, which includes:

  • common - Applies to all steps
  • step0 - Validation
  • step1 - Stop all OpenStack services.
  • step2 - Stop all Pacemaker-controlled services
  • step3 - Package update and new package installation
  • step4 - Start OpenStack service required for database upgrade
  • step5 - Upgrade database

upgrade_batch_tasks

Performs a similar function to upgrade_tasks but only executes batch set of Ansible tasks in order they are listed. The default is 1, but you can change this per role using the upgrade_batch_size parameter in a roles_data.yaml file.

A.2. Containerized composable services

The following parameters apply to all containerized composable services.

puppet_config

This section is a nested set of key value pairs that drive the creation of configuration files using puppet. Required parameters include:

puppet_tags
Puppet resource tag names that are used to generate configuration files with Puppet. Only the named configuration resources are used to generate a file. Any service that specifies tags will have the default tags of file,concat,file_line,augeas,cron appended to the setting. Example: keystone_config
config_volume
The name of the volume (directory) where the configuration files are generated for this service. Use this as the location to bind mount into the running Kolla container for configuration.
config_image
The name of the container image that will be used for generating configuration files. This is often the same container that the runtime service uses. Some services share a common set of configuration files which are generated in a common base container.
step_config
This setting controls the manifest that is used to create configuration files with Puppet. Use the following Puppet tags together with the manifest to generate a configuration directory for this container.

kolla_config

Creates a map of the the kolla configuration in the container. The format begins with the absolute path of the configuration file and then uses for following sub-parameters:

command
The command to run when the container starts.
config_files
The location of the service configuration files (source) and the destination on the container (dest) before the service starts. Also includes options to either merge or replace these files on the container (merge), whether to preserve the file permissions and other properties (preserve_properties).
permissions
Set permissions for certain directories on the containers. Requires a path and an owner (and group). You can also apply the permissions recursively (recurse).

The following is an example of the kolla_config paramaeter for the keystone service:

kolla_config:
  /var/lib/kolla/config_files/keystone.json:
    command: /usr/sbin/httpd -DFOREGROUND
    config_files:
      - source: "/var/lib/kolla/config_files/src/*"
        dest: "/"
        merge: true
        preserve_properties: true
  /var/lib/kolla/config_files/keystone_cron.json:
    command: /usr/sbin/crond -n
    config_files:
      - source: "/var/lib/kolla/config_files/src/*"
        dest: "/"
        merge: true
        preserve_properties: true
    permissions:
      - path: /var/log/keystone
        owner: keystone:keystone
        recurse: true

docker_config

Data passed to the paunch command to configure containers at each step.

  • step_0 - Containers configuration files generated per hiera settings.
  • step_1 - Load Balancer configuration

    1. Baremetal configuration
    2. Container configuration
  • step_2 - Core Services (Database/Rabbit/NTP/etc.)

    1. Baremetal configuration
    2. Container configuration
  • step_3 - Early OpenStack Service setup (Ringbuilder, etc.)

    1. Baremetal configuration
    2. Container configuration
  • step_4 - General OpenStack Services

    1. Baremetal configuration
    2. Container configuration
    3. Keystone container post initialization (tenant, service, endpoint creation)
  • step_5 - Service activation (Pacemaker)

    1. Baremetal configuration
    2. Container configuration

The YAML uses a set of parameters to define the container container to run at each step and the podman settings associated with each container. For example:

docker_config:
  step_3:
    keystone:
      start_order: 2
      image: *keystone_image
      net: host
      privileged: false
      restart: always
      healthcheck:
        test: /openstack/healthcheck
      volumes: *keystone_volumes
      environment:
        - KOLLA_CONFIG_STRATEGY=COPY_ALWAYS

This creates a keystone container and uses the respective parameters to define details like the image to use, the networking type, and environment variables.

container_puppet_tasks

Provides data to drive the container-puppet.py tool directly. The task is executed only once within the cluster (not on each node) and is useful for several Puppet snippets required for initialization of things like keystone endpoints and database users. For example:

container_puppet_tasks:
  # Keystone endpoint creation occurs only on single node
  step_3:
    config_volume: 'keystone_init_tasks'
    puppet_tags: 'keystone_config,keystone_domain_config,keystone_endpoint,keystone_identity_provider,keystone_paste_ini,keystone_role,keystone_service,keystone_tenant,keystone_user,keystone_user_role,keystone_domain'
    step_config: 'include ::tripleo::profile::base::keystone'
    config_image: *keystone_config_image

host_prep_tasks

Ansible snippet to execute on the node host to prepare it for containerized services. For example, you might need to create a specific directory to mount to the container during its creation.

fast_forward_upgrade_tasks

Ansible snippet to help with the fast forward upgrade process. This snippet is added to a combined playbook. Each operation uses tags to define step and release

The step usually follows these stages:

  • step=0 - Check running services
  • step=1 - Stop the service
  • step=2 - Stop the cluster
  • step=3 - Update repositories
  • step=4 - Database backups
  • step=5 - Pre-package update commands
  • step=6 - Package updates
  • step=7 - Post-package update commands
  • step=8 - Database updates
  • step=9 - Verification

The tag corresponds to a release:

  • tag=ocata - OpenStack Platform 11
  • tag=pike - OpenStack Platform 12
  • tag=queens - OpenStack Platform 13

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