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diff --git a/docs/release/installation/baremetal.rst b/docs/release/installation/baremetal.rst new file mode 100644 index 00000000..83cda326 --- /dev/null +++ b/docs/release/installation/baremetal.rst @@ -0,0 +1,273 @@ +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 |