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authorDan Radez <dradez@redhat.com>2016-01-19 14:36:31 +0000
committerGerrit Code Review <gerrit@172.30.200.206>2016-01-19 14:36:31 +0000
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tree05d840945479cd77595839ed20951f68294a5557 /docs/installation-instructions/installation-instructions.rst
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-========================================================================================================
-OPNFV Installation instructions for the Bramaputra release of OPNFV when using Apex as a deployment tool
-========================================================================================================
-
-
-.. contents:: Table of Contents
- :backlinks: none
-
-
-Abstract
-========
-
-This document describes how to install the Bramaputra release of OPNFV when
-using Apex as a deployment tool covering it's limitations, dependencies
-and required system resources.
-
-License
-=======
-Bramaputra release of OPNFV when using Apex as a deployment tool Docs
-(c) by Tim Rozet (Red Hat) and Dan Radez (Red Hat)
-
-Bramaputra release of OPNFV when using Apex as a deployment tool Docs
-are licensed under a Creative Commons Attribution 4.0 International License.
-You should have received a copy of the license along with this.
-If not, see <http://creativecommons.org/licenses/by/4.0/>.
-
-Version history
-===================
-
-+--------------------+--------------------+--------------------+---------------------------+
-| **Date** | **Ver.** | **Author** | **Comment** |
-| | | | |
-+--------------------+--------------------+--------------------+---------------------------+
-| 2015-09-17 | 1.0.0 | Dan Radez | Rewritten for |
-| | | (Red Hat) | Apex/RDO Manager support |
-+--------------------+--------------------+--------------------+---------------------------+
-| 2015-06-03 | 0.0.4 | Ildiko Vancsa | Minor changes |
-| | | (Ericsson) | |
-+--------------------+--------------------+--------------------+---------------------------+
-| 2015-06-02 | 0.0.3 | Christopher Price | Minor changes & |
-| | | (Ericsson AB) | formatting |
-+--------------------+--------------------+--------------------+---------------------------+
-| 2015-05-27 | 0.0.2 | Christopher Price | Minor changes & |
-| | | (Ericsson AB) | formatting |
-+--------------------+--------------------+--------------------+---------------------------+
-| 2015-05-07 | 0.0.1 | Tim Rozet | First draft |
-| | | (Red Hat) | |
-+--------------------+--------------------+--------------------+---------------------------+
-
-
-Introduction
-============
-
-This document describes the steps to install an OPNFV Bramaputra reference
-platform, as defined by the Genesis Project using the Apex installer.
-
-The audience is assumed to have a good background in networking
-and Linux administration.
-
-Preface
-=======
-
-Apex uses the RDO Manager Open Source project as a server provisioning tool.
-RDO Manager is the RDO Project implimentation of OpenStack's Triple-O project.
-The Triple-O image based life cycle installation tool provisions an OPNFV
-Target System (3 controllers, n number of compute nodes) with OPNFV specific
-configuration provided by the Apex deployment tool chain.
-
-The Apex deployment artifacts contain the necessary tools to deploy and
-configure an OPNFV target system using the Apex deployment toolchain.
-These artifacts offer the choice of using the Apex bootable ISO
-(``bramaputra.2016.1.0.apex.iso``) to both install CentOS 7 and the
-nessesary materials to deploy or the Apex RPM (``opnfv-apex.rpm``)
-which expects installation to a CentOS 7 libvirt enabled host. The RPM
-contains a collection of configuration file, prebuilt disk images,
-and the automatic deployment script (``opnfv-deploy``).
-
-An OPNFV install requires a "Jumphost" in order to operate. The bootable
-ISO will allow you to install a customized CentOS 7 release to the Jumphost,
-which includes the required packages needed to run ``opnfv-deploy``.
-If you already have a Jumphost with CentOS 7 installed, you may choose to
-skip the ISO step and simply install the (``opnfv-apex.rpm``) RPM. The RPM
-is the same RPM included in the ISO and includes all the necessary disk
-images and configuration files to execute an OPNFV deployment. Either method
-will prepare a host to the same ready state for OPNFV deployment.
-
-``opnfv-deploy`` instantiates an RDO Manager Instack VM server using libvirt
-as its provider. This VM is then configured and used to provision the
-OPNFV target deployment (3 controllers, n compute nodes). These nodes can
-be either virtual or bare metal. This guide contains instructions for
-installing either method.
-
-Triple-O Deployment Architecture
-================================
-
-Apex is based on RDO Manager which is the RDO Project's implementation of
-the OpenStack Triple-O project. It is important to understand the basics
-of a Triple-O deployment to help make decisions that will assist in
-successfully deploying OPNFV.
-
-Triple-O stands for OpenStack On OpenStack. This means that OpenStack
-will be used to install OpenStack. The target OPNFV deployment is an
-OpenStack cloud with NFV features built-in that will be deployed by a
-smaller all-in-one deployment of OpenStack. In this deployment
-methodology there are two OpenStack installations. They are referred
-to as the undercloud and the overcloud. The undercloud is used to
-deploy the overcloud.
-
-The undercloud is the all-in-one installation of OpenStack that includes
-baremetal provisioning. RDO Manager's deployment of the undercloud is
-call Instack. Instack will be deployed as a virtual machine on a jumphost.
-This VM is pre-built and distributed as part of the Apex RPM.
-
-The overcloud is OPNFV. Configuration will be passed into Instack and
-Instack will use OpenStack's orchestration component call Heat to
-execute a deployment will provision the target nodes to become OPNFV.
-
-
-
-Setup Requirements
-==================
-
-Jumphost Requirements
----------------------
-
-The Jumphost requirements are outlined below:
-
-1. CentOS 7 (from ISO or self-installed).
-
-2. Root access.
-
-3. libvirt virtualization support.
-
-4. minimum 2 networks and maximum 6 networks, multiple NIC and/or VLAN combinations are supported.
- This is virtualized for a VM deployment.
-
-5. The Bramaputra Apex RPM.
-
-6. 16 GB of RAM for a bare metal deployment, 56 GB of RAM for a VM deployment.
-
-Network Requirements
---------------------
-
-Network requirements include:
-
-1. No DHCP or TFTP server running on networks used by OPNFV.
-
-2. 2-6 separate networks with connectivity between Jumphost and nodes.
-
- - Control Plane Network (Provisioning)
-
- - Private / Internal Network*
-
- - External Network
-
- - Storage Network*
-
-3. Lights out OOB network access from Jumphost with IPMI node enabled (bare metal deployment only).
-
-4. Admin or public network has Internet access, meaning a gateway and DNS availability.
-
-| `*` *These networks can be combined with each other or all combined on the Control Plane network.*
-| `*` *Non-External networks will be consolidated to the Control Plane network if not specifically configured.*
-
-Bare Metal Node Requirements
-----------------------------
-
-Bare metal nodes require:
-
-1. IPMI enabled on OOB interface for power control.
-
-2. BIOS boot priority should be PXE first then local hard disk.
-
-3. BIOS PXE interface should include Control Plane network mentioned above.
-
-Execution Requirements (Bare Metal Only)
-----------------------------------------
-
-In order to execute a deployment, one must gather the following information:
-
-1. IPMI IP addresses for the nodes.
-
-2. IPMI login information for the nodes (user/pass).
-
-3. MAC address of Control Plane / Provisioning interfaces of the overcloud nodes.
-
-
-Installation High-Level Overview - Bare Metal Deployment
-========================================================
-
-The setup presumes that you have 6 bare metal servers and have already setup network
-connectivity on at least 2 interfaces for all servers via a TOR switch or other
-network implementation.
-
-The physical TOR switches are **not** automatically configured from the OPNFV reference
-platform. All the networks involved in the OPNFV infrastructure as well as the provider
-networks and the private tenant VLANs needs to be manually configured.
-
-The Jumphost can be installed using the bootable ISO or by other means including the
-(``opnfv-apex``) RPM and virtualization capabilities. The Jumphost should then be
-configured with an IP gateway on its admin or public interface and configured with a
-working DNS server. The Jumphost should also have routable access to the lights out network.
-
-``opnfv-deploy`` is then executed in order to deploy the Instack VM. ``opnfv-deploy`` uses
-three configuration files in order to know how to install and provision the OPNFV target system.
-The information gathered under section `Execution Requirements (Bare Metal Only)`_ is put
-into the YAML file (``/etc/opnfv-apex/inventory.yaml``) configuration file. Deployment
-options are put into the YAML file (``/etc/opnfv-apex/deploy_settings.yaml``). Networking
-definitions gathered under section `Network Requirements`_ are put into the YAML file
-(``/etc/opnfv-apex/network_settings.yaml``). ``opnfv-deploy`` will boot the Instack VM
-and load the target deployment configuration into the provisioning toolchain. This includes
-MAC address, IPMI, Networking Environment and OPNFV deployment options.
-
-Once configuration is loaded and Instack is configured it will then reboot the nodes via IPMI.
-The nodes should already be set to PXE boot first off the admin interface. The nodes will
-first PXE off of the Instack PXE server and go through a discovery/introspection process.
-
-Introspection boots off of custom introspection PXE images. These images are designed to look
-at the properties of the hardware that is booting off of them and report the properties of
-it back to the Instack node.
-
-After introspection Instack will execute a Heat Stack Deployment to being node provisioning
-and configuration. The nodes will reboot and PXE again off the Instack PXE server to
-provision each node using the Glance disk images provided by Instack. These disk images
-include all the necessary packages and configuration for an OPNFV deployment to execute.
-Once the node's disk images have been written to disk the nodes will boot off the newly written
-disks and execute cloud-init which will execute the final node configuration. This
-configuration is largly completed by executing a puppet apply on each node.
-
-Installation High-Level Overview - VM Deployment
-================================================
-
-The VM nodes deployment operates almost the same way as the bare metal deployment with a
-few differences. ``opnfv-deploy`` still deploys an Instack VM. In addition to the Instack VM
-a collection of VMs (3 control nodes + 2 compute for an HA deployment or 1 control node and
-1 compute node for a Non-HA Deployment) will be defined for the target OPNFV deployment.
-The part of the toolchain that executes IPMI power instructions calls into libvirt instead of
-the IPMI interfaces on baremetal servers to operate the power managment. These VMs are then
-provisioned with the same disk images and configuration that baremetal would be.
-
-To RDO Manager these nodes look like they have just built and registered the same way as
-bare metal nodes, the main difference is the use of a libvirt driver for the power management.
-
-Installation Guide - Bare Metal Deployment
-==========================================
-
-**WARNING: Baremetal documentation is not complete. WARNING: The main missing instructions are r elated to bridging
-the networking for the undercloud to the physical underlay network for the overcloud to be deployed to.**
-
-This section goes step-by-step on how to correctly install and provision the OPNFV target
-system to bare metal nodes.
-
-Install Bare Metal Jumphost
----------------------------
-
-1a. If your Jumphost does not have CentOS 7 already on it, or you would like to do a fresh
- install, then download the Apex bootable ISO from OPNFV artifacts <http://artifacts.opnfv.org/>.
-
-1b. If your Jump host already has CentOS 7 with libvirt running on it then install the
- opnfv-apex RPM from OPNFV artifacts <http://artifacts.opnfv.org/>.
-
-2a. Boot the ISO off of a USB or other installation media and walk through installing OPNFV CentOS 7.
- The ISO comes prepared to be written directly to a USB drive with dd as such:
-
- ``dd if=opnfv-apex.iso of=/dev/sdX bs=4M``
-
- Replace /dev/sdX with the device assigned to your usb drive. Then select the USB device as the
- boot media on your Jumphost
-
-2b. Install the RDO Release RPM and the opnfv-apex RPM:
-
- ``sudo yum install -y https://www.rdoproject.org/repos/rdo-release.rpm opnfv-apex-{version}.rpm``
-
- The RDO Project release repository is needed to install OpenVSwitch, which is a dependency of
- opnfv-apex. If you do not have external connectivity to use this repository you need to download
- the OpenVSwitch RPM from the RDO Project repositories and install it with the opnfv-apex RPM.
-
-3. After the operating system and the opnfv-apex RPM are installed, login to your Jumphost as root.
-
-4. Configure IP addresses on the interfaces that you have selected as your networks.
-
-5. Configure the IP gateway to the Internet either, preferably on the public interface.
-
-6. Configure your ``/etc/resolv.conf`` to point to a DNS server (8.8.8.8 is provided by Google).
-
-Creating a Node Inventory File
-------------------------------
-
-IPMI configuration information gathered in section `Execution Requirements (Bare Metal Only)`_
-needs to be added to the ``inventory.yaml`` file.
-
-1. Edit ``/etc/apex-opnfv/inventory.yaml``.
-
-2. The nodes dictionary contains a definition block for each baremetal host that will be deployed.
- 1 or more compute nodes and 3 controller nodes are required.
- (The example file contains blocks for each of these already).
- It is optional at this point to add more compute nodes into the node list.
-
-3. Edit the following values for each node:
-
- - ``mac_address``: MAC of the interface that will PXE boot from Instack
- - ``ipmi_ip``: IPMI IP Address
- - ``ipmi_user``: IPMI username
- - ``ipmi_password``: IPMI password
- - ``ipmi_type``: Power Management driver to use for the node
- - ``cpus``: (Introspected*) CPU cores available
- - ``memory``: (Introspected*) Memory available in Mib
- - ``disk``: (Introspected*) Disk space available in Gb
- - ``arch``: (Introspected*) System architecture
- - ``capabilities``: (Optional**) Intended node role (profile:control or profile:compute)
-
-* Introspection looks up the overcloud node's resources and overrides these value. You can
-leave default values and Apex will get the correct values when it runs introspection on the nodes.
-
-** If capabilities profile is not specified then Apex will select node's roles in the OPNFV cluster
-in a non-deterministic fashion.
-
-Creating the Settings Files
------------------------------------
-
-Edit the 2 settings files in /etc/opnfv-apex/. These files have comments to help you customize them.
-
-1. deploy_settings.yaml
- This file includes basic configuration options deployment.
-
-2. network_settings.yaml
- This file provides Apex with the networking information that satisfies the
- prerequisite `Network Requirements`_. These are specific to your environment.
-
-Running ``opnfv-deploy``
-------------------------
-
-You are now ready to deploy OPNFV using Apex!
-``opnfv-deploy`` will use the inventory and settings files to deploy OPNFV.
-
-Follow the steps below to execute:
-
-1. Execute opnfv-deploy
- ``sudo opnfv-deploy [ --flat | -n network_setttings.yaml ] -i instackenv.json -d deploy_settings.yaml``
- If you need more information about the options that can be passed to opnfv-deploy use ``opnfv-deploy --help``
- --flat will collapse all networks onto a single nic, -n network_settings.yaml allows you to customize your
- networking topology.
-
-2. Wait while deployment is executed.
- If something goes wrong during this part of the process,
- it is most likely a problem with the setup of your network or the information in your configuration files.
- You will also notice different outputs in your shell.
-
-3. The message "Overcloud Deployed" will display when When the deployment is complete. Just above this message there
- will be a URL that ends in port http://<host>:5000. This url is also the endpoint for the OPNFV Horizon Dashboard
- if connected to on port 80.
-
-Verifying the Setup
--------------------
-
-Once the deployment has finished, the OPNFV deployment can be accessed via the Instack node. From
-the jump host ssh to the instack host and become the stack user. Alternativly ssh keys have been
-setup such that the root user on the jump host can ssh to Instack directly as the stack user.
-
-| ``ssh root@192.0.2.1``
-| ``su - stack``
-
-Once connected to Instack as the stack user look for two keystone files that can be used to
-interact with the undercloud and the overcloud. Source the appropriate RC file to interact with
-the respective OpenStack deployment.
-
-| ``source stackrc`` (undercloud / Instack)
-| ``source overcloudrc`` (overcloud / OPNFV)
-
-The contents of these files include the credentials for the administrative user for Instack and
-OPNFV respectivly. At this point both Instack and OPNFV can be interacted with just as any
-OpenStack installation can be. Start by listing the nodes in the undercloud that were used
-to deploy the overcloud.
-
-| ``source stackrc``
-| ``openstack server list``
-
-The control and compute nodes will be listed in the output of this server list command. The IP
-addresses that are listed are the control plane addresses that were used to provision the nodes.
-Use these IP addresses to connect to these nodes. Initial authentication requires using the
-user heat-admin.
-
-| ``ssh heat-admin@192.0.2.7``
-
-To begin creating users, images, networks, servers, etc in OPNFV source the overcloudrc file or
-retrieve the admin user's credentials from the overcloudrc file and connect to the web Dashboard.
-
-
-You are now able to follow the `OpenStack Verification`_ section.
-
-OpenStack Verification
-----------------------
-
-Once connected to the OPNFV Dashboard make sure the OPNFV target system is working correctly:
-
-1. In the left pane, click Compute -> Images, click Create Image.
-
-2. Insert a name "cirros", Insert an Image Location
- ``http://download.cirros-cloud.net/0.3.4/cirros-0.3.4-x86_64-disk.img``.
-
-3. Select format "QCOW2", select Public, then click Create Image.
-
-4. Now click Project -> Network -> Networks, click Create Network.
-
-5. Enter a name "internal", click Next.
-
-6. Enter a subnet name "internal_subnet", and enter Network Address ``172.16.1.0/24``, click Next.
-
-7. Now go to Project -> Compute -> Instances, click Launch Instance.
-
-8. Enter Instance Name "first_instance", select Instance Boot Source "Boot from image",
- and then select Image Name "cirros".
-
-9. Click Launch, status will cycle though a couple states before becoming "Active".
-
-10. Steps 7 though 9 can be repeated to launch more instances.
-
-11. Once an instance becomes "Active" their IP addresses will display on the Instances page.
-
-12. Click the name of an instance, then the "Console" tab and login as "cirros"/"cubswin:)"
-
-13. To verify storage is working, click Project -> Compute -> Volumes, Create Volume
-
-14. Give the volume a name and a size of 1 GB
-
-15. Once the volume becomes "Available" click the dropdown arrow and attach it to an instance.
-
-Congratulations you have successfully installed OPNFV!
-
-Installation Guide - VM Deployment
-==================================
-
-This section goes step-by-step on how to correctly install and provision the OPNFV target system to VM nodes.
-
-Install Jumphost
-----------------
-
-Follow the instructions in the `Install Bare Metal Jumphost`_ section.
-
-Running ``opnfv-deploy``
-------------------------
-
-You are now ready to deploy OPNFV!
-``opnfv-deploy`` has virtual deployment capability that includes all of
-the configuration nessesary to deploy OPNFV with no modifications.
-
-If no modifications are made to the included configurations the target environment
-will deploy with the following architecture:
-
- - 1 Instack VM
-
- - The option of 3 control and 2 compute VMs (HA Deploy / default)
- or 1 control and 1 compute VM (Non-HA deploy / pass -n)
-
- - 2 networks, one for provisioning, internal API,
- storage and tenant networking traffic and a second for the external network
-
-Follow the steps below to execute:
-
-1. ``sudo opnfv-deploy --virtual [ --no-ha ]``
-
-2. It will take approximately 30 minutes to stand up instack,
- define the target virtual machines, configure the deployment and execute the deployment.
- You will notice different outputs in your shell.
-
-3. When the deployment is complete you will see "Overcloud Deployed"
-
-Verifying the Setup - VMs
--------------------------
-
-To verify the set you can follow the instructions in the `Verifying the Setup`_ section.
-
-Before you get started following these instructions you will need to add IP addresses on the networks that have been
-created for the External and provisioning networks. By default the External network is 192.168.37.0/24 and the
-provisioning network is 192.0.2.0/24. To access these networks simply add an IP to brbm and brbm1 and set their link to
-up. This will provide a route from the hypervisor into the virtual networks acting as OpenStack's underlay network in
-the virtual deployment.
-
-| ``ip addr add 192.0.2.252/24 dev brbm``
-| ``ip link set up dev brbm``
-| ``ip addr add 192.168.37.252/24 dev brbm1``
-| ``ip link set up dev brbm1``
-
-Once these IP addresses are assigned and the links are up the gateways on the overcloud's networks should be pingable
-and read to be SSHed to.
-
-| ``ping 192.0.2.1``
-| ``ping 192.168.37.1``
-
-Now continue with the `Verifying the Setup`_ section.
-
-OpenStack Verification - VMs
-----------------------------
-
-Follow the steps in `OpenStack Verification`_ section.
-
-Frequently Asked Questions
-==========================
-
-License
-=======
-
-All Apex and "common" entities are protected by the `Apache 2.0 License <http://www.apache.org/licenses/>`_.
-
-References
-==========
-
-OPNFV
------
-
-`OPNFV Home Page <www.opnfv.org>`_
-
-`OPNFV Genesis project page <https://wiki.opnfv.org/get_started>`_
-
-`OPNFV Apex project page <https://wiki.opnfv.org/apex>`_
-
-OpenStack
----------
-
-`OpenStack Liberty Release artifacts <http://www.openstack.org/software/liberty>`_
-
-`OpenStack documentation <http://docs.openstack.org>`_
-
-OpenDaylight
-------------
-
-Upstream OpenDaylight provides `a number of packaging and deployment options <https://wiki.opendaylight.org/view/Deployment>`_ meant for consumption by downstream projects like OPNFV.
-
-Currently, OPNFV Apex uses `OpenDaylight's Puppet module <https://github.com/dfarrell07/puppet-opendaylight>`_, which in turn depends on `OpenDaylight's RPM <http://cbs.centos.org/repos/nfv7-opendaylight-3-candidate/x86_64/os/Packages/opendaylight-3.0.0-2.el7.noarch.rpm>`_.
-
-RDO Manager
------------
-
-`RDO Manager website <https://www.rdoproject.org/rdo-manager>`_
-
-:Authors: Tim Rozet (trozet@redhat.com)
-:Authors: Dan Radez (dradez@redhat.com)
-:Version: 1.0