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diff --git a/docs/installation-instructions/installation-instructions.rst b/docs/installation-instructions/installation-instructions.rst new file mode 100644 index 00000000..d166bad8 --- /dev/null +++ b/docs/installation-instructions/installation-instructions.rst @@ -0,0 +1,538 @@ +======================================================================================================== +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 |