Chapter 3. Installing the undercloud with containers

This chapter provides info on how to create a container-based undercloud and keep it updated.

3.1. Configuring director

The director installation process requires certain settings in the undercloud.conf configuration file, which director reads from the home directory of the stack user. Complete the following steps to copy default template as a foundation for your configuration.

Procedure

  1. Copy the default template to the home directory of the stack user’s:

    [stack@director ~]$ cp \
      /usr/share/python-tripleoclient/undercloud.conf.sample \
      ~/undercloud.conf
  2. Edit the undercloud.conf file. This file contains settings to configure your undercloud. If you omit or comment out a parameter, the undercloud installation uses the default value.

3.2. Director configuration parameters

The following list contains information about parameters for configuring the undercloud.conf file. Keep all parameters within their relevant sections to avoid errors.

Important

At minimum, you must set the container_images_file parameter to the environment file that contains your container image configuration. Without this parameter properly set to the appropriate file, director cannot obtain your container image rule set from the ContainerImagePrepare parameter nor your container registry authentication details from the ContainerImageRegistryCredentials parameter.

Defaults

The following parameters are defined in the [DEFAULT] section of the undercloud.conf file:

additional_architectures

A list of additional (kernel) architectures that an overcloud supports. Currently the overcloud supports ppc64le architecture.

Note

When you enable support for ppc64le, you must also set ipxe_enabled to False

certificate_generation_ca
The certmonger nickname of the CA that signs the requested certificate. Use this option only if you have set the generate_service_certificate parameter. If you select the local CA, certmonger extracts the local CA certificate to /etc/pki/ca-trust/source/anchors/cm-local-ca.pem and adds the certificate to the trust chain.
clean_nodes
Defines whether to wipe the hard drive between deployments and after introspection.
cleanup
Cleanup temporary files. Set this to False to leave the temporary files used during deployment in place after you run the deployment command. This is useful for debugging the generated files or if errors occur.
container_cli
The CLI tool for container management. Leave this parameter set to podman. Red Hat Enterprise Linux 8.2 only supports podman.
container_healthcheck_disabled
Disables containerized service health checks. Red Hat recommends that you enable health checks and leave this option set to false.
container_images_file

Heat environment file with container image information. This file can contain the following entries:

  • Parameters for all required container images
  • The ContainerImagePrepare parameter to drive the required image preparation. Usually the file that contains this parameter is named containers-prepare-parameter.yaml.
container_insecure_registries
A list of insecure registries for podman to use. Use this parameter if you want to pull images from another source, such as a private container registry. In most cases, podman has the certificates to pull container images from either the Red Hat Container Catalog or from your Satellite Server if the undercloud is registered to Satellite.
container_registry_mirror
An optional registry-mirror configured that podman uses.
custom_env_files
Additional environment files that you want to add to the undercloud installation.
deployment_user
The user who installs the undercloud. Leave this parameter unset to use the current default user stack.
discovery_default_driver
Sets the default driver for automatically enrolled nodes. Requires the enable_node_discovery parameter to be enabled and you must include the driver in the enabled_hardware_types list.
enable_ironic; enable_ironic_inspector; enable_mistral; enable_nova; enable_tempest; enable_validations; enable_zaqar
Defines the core services that you want to enable for director. Leave these parameters set to true.
enable_node_discovery
Automatically enroll any unknown node that PXE-boots the introspection ramdisk. New nodes use the fake driver as a default but you can set discovery_default_driver to override. You can also use introspection rules to specify driver information for newly enrolled nodes.
enable_novajoin
Defines whether to install the novajoin metadata service in the undercloud.
enable_routed_networks
Defines whether to enable support for routed control plane networks.
enable_swift_encryption
Defines whether to enable Swift encryption at-rest.
enable_telemetry
Defines whether to install OpenStack Telemetry services (gnocchi, aodh, panko) in the undercloud. Set the enable_telemetry parameter to true if you want to install and configure telemetry services automatically. The default value is false, which disables telemetry on the undercloud. This parameter is required if you use other products that consume metrics data, such as Red Hat CloudForms.
enabled_hardware_types
A list of hardware types that you want to enable for the undercloud.
generate_service_certificate
Defines whether to generate an SSL/TLS certificate during the undercloud installation, which is used for the undercloud_service_certificate parameter. The undercloud installation saves the resulting certificate /etc/pki/tls/certs/undercloud-[undercloud_public_vip].pem. The CA defined in the certificate_generation_ca parameter signs this certificate.
heat_container_image
URL for the heat container image to use. Leave unset.
heat_native
Run host-based undercloud configuration using heat-all. Leave as true.
hieradata_override
Path to hieradata override file that configures Puppet hieradata on the director, providing custom configuration to services beyond the undercloud.conf parameters. If set, the undercloud installation copies this file to the /etc/puppet/hieradata directory and sets it as the first file in the hierarchy. For more information about using this feature, see Configuring hieradata on the undercloud.
inspection_extras
Defines whether to enable extra hardware collection during the inspection process. This parameter requires the python-hardware or python-hardware-detect packages on the introspection image.
inspection_interface
The bridge that director uses for node introspection. This is a custom bridge that the director configuration creates. The LOCAL_INTERFACE attaches to this bridge. Leave this as the default br-ctlplane.
inspection_runbench
Runs a set of benchmarks during node introspection. Set this parameter to true to enable the benchmarks. This option is necessary if you intend to perform benchmark analysis when inspecting the hardware of registered nodes.
ipa_otp
Defines the one-time password to register the undercloud node to an IPA server. This is required when enable_novajoin is enabled.
ipv6_address_mode

IPv6 address configuration mode for the undercloud provisioning network. The following list contains the possible values for this parameter:

  • dhcpv6-stateless - Address configuration using router advertisement (RA) and optional information using DHCPv6.
  • dhcpv6-stateful - Address configuration and optional information using DHCPv6.
ipxe_enabled
Defines whether to use iPXE or standard PXE. The default is true, which enables iPXE. Set this parameter to false to use standard PXE.
local_interface

The chosen interface for the director Provisioning NIC. This is also the device that director uses for DHCP and PXE boot services. Change this value to your chosen device. To see which device is connected, use the ip addr command. For example, this is the result of an ip addr command:

2: em0: <BROADCAST,MULTICAST,UP,LOWER_UP> mtu 1500 qdisc pfifo_fast state UP qlen 1000
    link/ether 52:54:00:75:24:09 brd ff:ff:ff:ff:ff:ff
    inet 192.168.122.178/24 brd 192.168.122.255 scope global dynamic em0
       valid_lft 3462sec preferred_lft 3462sec
    inet6 fe80::5054:ff:fe75:2409/64 scope link
       valid_lft forever preferred_lft forever
3: em1: <BROADCAST,MULTICAST,UP,LOWER_UP> mtu 1500 qdisc noop state DOWN
    link/ether 42:0b:c2:a5:c1:26 brd ff:ff:ff:ff:ff:ff

In this example, the External NIC uses em0 and the Provisioning NIC uses em1, which is currently not configured. In this case, set the local_interface to em1. The configuration script attaches this interface to a custom bridge defined with the inspection_interface parameter.

local_ip
The IP address defined for the director Provisioning NIC. This is also the IP address that director uses for DHCP and PXE boot services. Leave this value as the default 192.168.24.1/24 unless you use a different subnet for the Provisioning network, for example, if this IP address conflicts with an existing IP address or subnet in your environment.
local_mtu
The maximum transmission unit (MTU) that you want to use for the local_interface. Do not exceed 1500 for the undercloud.
local_subnet
The local subnet that you want to use for PXE boot and DHCP interfaces. The local_ip address should reside in this subnet. The default is ctlplane-subnet.
net_config_override
Path to network configuration override template. If you set this parameter, the undercloud uses a JSON or YAML format template to configure the networking with os-net-config and ignores the network parameters set in undercloud.conf. Use this parameter when you want to configure bonding or add an option to the interface. See /usr/share/instack-undercloud/templates/net-config.json.template for an example. For more information about customizing undercloud network interfaces, see Configuring undercloud network interfaces.
networks_file
Networks file to override for heat.
output_dir
Directory to output state, processed heat templates, and Ansible deployment files.
overcloud_domain_name

The DNS domain name that you want to use when you deploy the overcloud.

Note

When you configure the overcloud, you must set the CloudDomain parameter to a matching value. Set this parameter in an environment file when you configure your overcloud.

roles_file
The roles file that you want to use to override the default roles file for undercloud installation. It is highly recommended to leave this parameter unset so that the director installation uses the default roles file.
scheduler_max_attempts
The maximum number of times that the scheduler attempts to deploy an instance. This value must be greater or equal to the number of bare metal nodes that you expect to deploy at once to avoid potential race conditions when scheduling.
service_principal
The Kerberos principal for the service using the certificate. Use this parameter only if your CA requires a Kerberos principal, such as in FreeIPA.
subnets
List of routed network subnets for provisioning and introspection. The default value includes only the ctlplane-subnet subnet. For more information, see Subnets.
templates
Heat templates file to override.
undercloud_admin_host
The IP address or hostname defined for director Admin API endpoints over SSL/TLS. The director configuration attaches the IP address to the director software bridge as a routed IP address, which uses the /32 netmask.
undercloud_debug
Sets the log level of undercloud services to DEBUG. Set this value to true to enable DEBUG log level.
undercloud_enable_selinux
Enable or disable SELinux during the deployment. It is highly recommended to leave this value set to true unless you are debugging an issue.
undercloud_hostname
Defines the fully qualified host name for the undercloud. If set, the undercloud installation configures all system host name settings. If left unset, the undercloud uses the current host name, but you must configure all system host name settings appropriately.
undercloud_log_file
The path to a log file to store the undercloud install and upgrade logs. By default, the log file is install-undercloud.log in the home directory. For example, /home/stack/install-undercloud.log.
undercloud_nameservers
A list of DNS nameservers to use for the undercloud hostname resolution.
undercloud_ntp_servers
A list of network time protocol servers to help synchronize the undercloud date and time.
undercloud_public_host
The IP address or hostname defined for director Public API endpoints over SSL/TLS. The director configuration attaches the IP address to the director software bridge as a routed IP address, which uses the /32 netmask.
undercloud_service_certificate
The location and filename of the certificate for OpenStack SSL/TLS communication. Ideally, you obtain this certificate from a trusted certificate authority. Otherwise, generate your own self-signed certificate.
undercloud_timezone
Host timezone for the undercloud. If you do not specify a timezone, director uses the existing timezone configuration.
undercloud_update_packages
Defines whether to update packages during the undercloud installation.

Subnets

Each provisioning subnet is a named section in the undercloud.conf file. For example, to create a subnet called ctlplane-subnet, use the following sample in your undercloud.conf file:

[ctlplane-subnet]
cidr = 192.168.24.0/24
dhcp_start = 192.168.24.5
dhcp_end = 192.168.24.24
inspection_iprange = 192.168.24.100,192.168.24.120
gateway = 192.168.24.1
masquerade = true

You can specify as many provisioning networks as necessary to suit your environment.

Important

Director cannot change the IP addresses for a subnet after director creates the subnet.

cidr
The network that director uses to manage overcloud instances. This is the Provisioning network, which the undercloud neutron service manages. Leave this as the default 192.168.24.0/24 unless you use a different subnet for the Provisioning network.
masquerade

Defines whether to masquerade the network defined in the cidr for external access. This provides the Provisioning network with a degree of network address translation (NAT) so that the Provisioning network has external access through director.

Note

The director configuration also enables IP forwarding automatically using the relevant sysctl kernel parameter.

dhcp_start; dhcp_end
The start and end of the DHCP allocation range for overcloud nodes. Ensure that this range contains enough IP addresses to allocate your nodes.
dhcp_exclude
IP addresses to exclude in the DHCP allocation range.
dns_nameservers
DNS nameservers specific to the subnet. If no nameservers are defined for the subnet, the subnet uses nameservers defined in the undercloud_nameservers parameter.
gateway
The gateway for the overcloud instances. This is the undercloud host, which forwards traffic to the External network. Leave this as the default 192.168.24.1 unless you use a different IP address for director or want to use an external gateway directly.
host_routes
Host routes for the Neutron-managed subnet for the overcloud instances on this network. This also configures the host routes for the local_subnet on the undercloud.
inspection_iprange
Temporary IP range for nodes on this network to use during the inspection process. This range must not overlap with the range defined by dhcp_start and dhcp_end but must be in the same IP subnet.

Modify the values for these parameters to suit your configuration. When complete, save the file.

3.3. Installing director

Complete the following steps to install director and perform some basic post-installation tasks.

Procedure

  1. Run the following command to install director on the undercloud:

    [stack@director ~]$ openstack undercloud install

    This command launches the director configuration script. Director installs additional packages and configures its services according to the configuration in the undercloud.conf. This script takes several minutes to complete.

    The script generates two files:

    • undercloud-passwords.conf - A list of all passwords for the director services.
    • stackrc - A set of initialization variables to help you access the director command line tools.
  2. The script also starts all OpenStack Platform service containers automatically. You can check the enabled containers with the following command:

    [stack@director ~]$ sudo podman ps
  3. To initialize the stack user to use the command line tools, run the following command:

    [stack@director ~]$ source ~/stackrc

    The prompt now indicates that OpenStack commands authenticate and execute against the undercloud;

    (undercloud) [stack@director ~]$

The director installation is complete. You can now use the director command line tools.

3.4. Performing a minor update of a containerized undercloud

Director provides commands to update the main packages on the undercloud node. This allows you to perform a minor update within the current version of your OpenStack Platform environment.

Procedure

  1. Log in to the director as the stack user.
  2. Run dnf to upgrade the director main packages:

    $ sudo dnf update -y python3-tripleoclient* openstack-tripleo-common openstack-tripleo-heat-templates tripleo-ansible ansible
  3. The director uses the openstack undercloud upgrade command to update the undercloud environment. Run the command:

    $ openstack undercloud upgrade
  4. Wait until the undercloud upgrade process completes.
  5. Reboot the undercloud to update the operating system’s kernel and other system packages:

    $ sudo reboot
  6. Wait until the node boots.