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-Installation High-Level Overview - Bare Metal Deployment
-========================================================
-
-The setup presumes that you have 6 or more bare metal servers already setup
-with network connectivity on at least 1 or more network 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 using the
-(``opnfv-apex*.rpm``) RPMs and their dependencies. 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 for the overcloud nodes.
-
-``opnfv-deploy`` is then executed in order to deploy the undercloud VM and to
-provision the overcloud nodes. ``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``. Alternatively
-there are pre-baked deploy_settings files available in ``/etc/opnfv-apex/``.
-These files are named with the naming convention
-os-sdn_controller-enabled_feature-[no]ha.yaml. These files can be used in place
-of the ``/etc/opnfv-apex/deploy_settings.yaml`` file if one suites your
-deployment needs. Networking definitions gathered under section
-`Network Requirements`_ are put into the YAML file
-``/etc/opnfv-apex/network_settings.yaml``. ``opnfv-deploy`` will boot the
-undercloud VM and load the target deployment configuration into the
-provisioning toolchain. This information includes MAC address, IPMI,
-Networking Environment and OPNFV deployment options.
-
-Once configuration is loaded and the undercloud is configured it will then
-reboot the overcloud 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
-undercloud 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 being booted
-and report the properties of it back to the undercloud node.
-
-After introspection the undercloud will execute a Heat Stack Deployment to
-continue node provisioning and configuration. The nodes will reboot and PXE
-from the undercloud PXE server again to provision each node using Glance disk
-images provided by the undercloud. These disk images include all the necessary
-packages and configuration for an OPNFV deployment to execute. Once the disk
-images have been written to node's disks the nodes will boot locally 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 mainly related to power management.
-``opnfv-deploy`` still deploys an undercloud VM. In addition to the undercloud
-VM a collection of VMs (3 control nodes + 2 compute for an HA deployment or 1
-control node and 1 or more compute nodes 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 Triple-O 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
-==========================================
-
-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 the OPNFV
- artifacts site <http://artifacts.opnfv.org/apex.html>. There have been
- isolated reports of problems with the ISO having trouble completing
- installation successfully. In the unexpected event the ISO does not work
- please workaround this by downloading the CentOS 7 DVD and performing a
- "Virtualization Host" install. If you perform a "Minimal Install" or
- install type other than "Virtualization Host" simply run
- ``sudo yum groupinstall "Virtualization Host"``
- ``chkconfig libvirtd on && reboot``
- to install virtualzation support and enable libvirt on boot. If you use the
- CentOS 7 DVD proceed to step 1b once the CentOS 7 with "Virtualzation Host"
- support is completed.
-
-1b. If your Jump host already has CentOS 7 with libvirt running on it then
- install the install the RDO Newton Release RPM and epel-release:
-
- ``sudo yum install https://repos.fedorapeople.org/repos/openstack/openstack-newton/rdo-release-newton-4.noarch.rpm``
- ``sudo yum install epel-release``
-
- 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.
-
-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. If your Jump host already has CentOS 7 with libvirt running on it then
- install the opnfv-apex RPMs using the OPNFV artifacts yum repo. This yum
- repo is created at release. It will not exist before release day.
-
- ``sudo yum install http://artifacts.opnfv.org/apex/danube/opnfv-apex-release-danube.noarch.rpm``
-
- Once you have installed the repo definitions for Apex, RDO and EPEL then
- yum install Apex:
-
- ``sudo yum install opnfv-apex``
-
- If ONOS will be used, install the ONOS rpm instead of the opnfv-apex rpm.
-
- ``sudo yum install opnfv-apex-onos``
-
-2c. If you choose not to use the Apex yum repo or you choose to use
- pre-released RPMs you can download and install the required RPMs from the
- artifacts site <http://artifacts.opnfv.org/apex.html>. The following RPMs
- are available for installation:
-
- - opnfv-apex - OpenDaylight L2 / L3 and ODL SFC support *
- - opnfv-apex-onos - ONOS support *
- - opnfv-apex-undercloud - (reqed) Undercloud Image
- - opnfv-apex-common - (reqed) Supporting config files and scripts
- - python34-markupsafe - (reqed) Dependency of opnfv-apex-common **
- - python3-jinja2 - (reqed) Dependency of opnfv-apex-common **
- - python3-ipmi - (reqed) Dependency of opnfv-apex-common **
-
- \* One or more of these RPMs is required
- Only one of opnfv-apex or opnfv-apex-onos is required. It is safe to leave
- the unneeded SDN controller's RPMs uninstalled if you do not intend to use
- them.
-
- ** These RPMs are not yet distributed by CentOS or EPEL.
- Apex has built these for distribution with Apex while CentOS and EPEL do
- not distribute them. Once they are carried in an upstream channel Apex will
- no longer carry them and they will not need special handling for
- installation.
-
-
- The EPEL and RDO yum repos are still required:
- ``sudo yum install epel-release``
- ``sudo yum install https://repos.fedorapeople.org/repos/openstack/openstack-newton/rdo-release-newton-4.noarch.rpm``
-
- Once the apex RPMs are downloaded install them by passing the file names
- directly to yum:
- ``sudo yum install python34-markupsafe-<version>.rpm
- python3-jinja2-<version>.rpm python3-ipmi-<version>.rpm``
- ``sudo yum install opnfv-apex-<version>.rpm
- opnfv-apex-undercloud-<version>.rpm opnfv-apex-common-<version>.rpm``
-
-3. After the operating system and the opnfv-apex RPMs 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. Copy ``/usr/share/doc/opnfv/inventory.yaml.example`` as your inventory file
- template to ``/etc/opnfv-apex/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 undercloud
- - ``ipmi_ip``: IPMI IP Address
- - ``ipmi_user``: IPMI username
- - ``ipmi_password``: IPMI password
- - ``pm_type``: Power Management driver to use for the node
- values: pxe_ipmitool (tested) or pxe_wol (untested) or pxe_amt (untested)
- - ``cpus``: (Introspected*) CPU cores available
- - ``memory``: (Introspected*) Memory available in Mib
- - ``disk``: (Introspected*) Disk space available in Gb
- - ``disk_device``: (Opt***) Root disk device to use for installation
- - ``arch``: (Introspected*) System architecture
- - ``capabilities``: (Opt**) Node's role in deployment
- values: 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.
-
- \*** disk_device declares which hard disk to use as the root device for
- installation. The format is a comma delimited list of devices, such as
- "sda,sdb,sdc". The disk chosen will be the first device in the list which
- is found by introspection to exist on the system. Currently, only a single
- definition is allowed for all nodes. Therefore if multiple disk_device
- definitions occur within the inventory, only the last definition on a node
- will be used for all nodes.
-
-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, and also documents
- all available options.
- Alternatively, there are pre-built deploy_settings files available in
- (``/etc/opnfv-apex/``). These files are named with the naming convention
- os-sdn_controller-enabled_feature-[no]ha.yaml. These files can be used in
- place of the (``/etc/opnfv-apex/deploy_settings.yaml``) file if one suites
- your deployment needs. If a pre-built deploy_settings file is choosen there
- is no need to customize (``/etc/opnfv-apex/deploy_settings.yaml``). The
- pre-built file can be used in place of the
- (``/etc/opnfv-apex/deploy_settings.yaml``) file.
-
-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 -n network_settings.yaml
- -i inventory.yaml -d deploy_settings.yaml``
- If you need more information about the options that can be passed to
- opnfv-deploy use ``opnfv-deploy --help``. -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, start by reviewing
- your network or the information in your configuration files. It's not
- uncommon for something small to be overlooked or mis-typed.
- You will also notice outputs in your shell as the deployment progresses.
-
-3. When the deployment is complete the undercloud IP and ovecloud dashboard
- url will be printed. OPNFV has now been deployed using Apex.
-
-.. _`Execution Requirements (Bare Metal Only)`: index.html#execution-requirements-bare-metal-only
-.. _`Network Requirements`: index.html#network-requirements