[docs] Update on Yardstick NSB installation

Updated how to install Yardstick and NSB components.

Updated:
 - 04-installation.rst
 - 13-nsb-installation.rst

JIRA: YARDSTICK-1335

Change-Id: If3f88a316f0581b82bfe31abd5fbe5b54a559f6e
Signed-off-by: Stepan Andrushko <stepanx.andrushko@intel.com>

2 files changed, 148 insertions, 90 deletions

diff --git a/docs/testing/user/userguide/04-installation.rst b/docs/testing/user/userguide/04-installation.rst
index 2dff80ef9..213821798 100644
--- a/docs/testing/user/userguide/04-installation.rst
+++ b/docs/testing/user/userguide/04-installation.rst
@@ -463,112 +463,111 @@ These configuration files can be found in the ``samples`` directory.
 Default location for the output is ``/tmp/yardstick.out``.
 
 
-Automatic installation of Yardstick using ansible
--------------------------------------------------
+Automatic installation of Yardstick
+-----------------------------------
 
-Automatic installation can be used as an alternative to the manual.
-Yardstick can be installed on the bare metal and to the container. Yardstick
+Automatic installation can be used as an alternative to the manual by
+providing parameters for ansible script ``install.yaml`` in a ``nsb_setup.sh``
+file. Yardstick can be installed on the bare metal and to the container. Yardstick
 container can be either pulled or built.
 
 Bare metal installation
 ^^^^^^^^^^^^^^^^^^^^^^^
 
-Use ansible script ``install.yaml`` to install Yardstick on Ubuntu server:
+Modify ``nsb_setup.sh`` file ``install.yaml`` parameters to install Yardstick
+on Ubuntu server:
 
 .. code-block:: console
 
     ansible-playbook -i install-inventory.ini install.yaml \
+    -e IMAGE_PROPERTY='none' \
     -e YARDSTICK_DIR=<path to Yardstick folder>
 
 .. note:: By default ``INSTALLATION_MODE`` is ``baremetal``.
 
-.. note:: By default Ubuntu 16.04 is chosen (xenial). It can be changed to
-   Ubuntu 18.04 (bionic) by passing ``-e OS_RELEASE=bionic`` parameter.
+.. note:: No modification in ``install-inventory.ini`` is needed for Yardstick
+   installation.
 
 .. note:: To install Yardstick in virtual environment pass parameter
    ``-e VIRTUAL_ENVIRONMENT=True``.
 
-To build Yardstick NSB image pass ``IMG_PROPERTY=nsb`` as input parameter:
-
-.. code-block:: console
-
-    ansible-playbook -i install-inventory.ini install.yaml \
-    -e IMAGE_PROPERTY=nsb \
-    -e YARDSTICK_DIR=<path to Yardstick folder>
-
-.. note:: In this ``INSTALLATION_MODE`` mode either Yardstick image or SampleVNF
-   images will be built. Image type is defined by parameter ``IMAGE_PROPERTY``.
-   By default Yardstick image will be built.
-
 Container installation
 ^^^^^^^^^^^^^^^^^^^^^^
 
-Use ansible script ``install.yaml`` to pull or build Yardstick
-container. To pull Yardstick image and start container run:
+Modify ``install.yaml`` parameters in ``nsb_setup.sh`` file  to pull or build
+Yardstick container. To pull Yardstick image and start container run:
 
 .. code-block:: console
 
     ansible-playbook -i install-inventory.ini install.yaml \
-    -e YARDSTICK_DIR=<path to Yardstick folder> \
+    -e IMAGE_PROPERTY='none' \
     -e INSTALLATION_MODE=container_pull
 
-.. note:: In this ``INSTALLATION_MODE`` mode either Yardstick image or SampleVNF
-   images will be built. Image type is defined by variable ``IMG_PROPERTY`` in
-   file ``ansible/group_vars/all.yml``. By default Yardstick image will be
-   built.
-
-.. note:: Open question: How to know if Docker image is built on Ubuntu 16.04 and 18.04?
-   Do we need separate tag to be used?
+.. note:: Yardstick docker image is available for both Ubuntu 16.04 and Ubuntu
+   18.04. By default Ubuntu 16.04 based docker image is used. To use
+   Ubuntu 18.04 based docker image pass ``-i opnfv/yardstick-ubuntu-18.04``
+   parameter to ``nsb_setup.sh``.
 
-To build Yardstick image run:
+To build Yardstick image modify Dockerfile as per comments in it and run:
 
 .. code-block:: console
 
-    ansible-playbook -i install-inventory.ini install.yaml \
-    -e YARDSTICK_DIR=<path to Yardstick folder> \
-    -e INSTALLATION_MODE=container
+    cd yardstick
+    docker build -f docker/Dockerfile -t opnfv/yardstick:<tag> .
 
-.. note:: In this ``INSTALLATION_MODE`` mode neither Yardstick image nor SampleVNF
-   image will be built.
+.. note:: Yardstick docker image based on Ubuntu 16.04 will be built.
+   Pass ``-f docker/Dockerfile_ubuntu18`` to build Yardstick docker image based
+   on Ubuntu 18.04.
 
-.. note:: By default Ubuntu 16.04 is chosen (xenial). It can be changed to
-   Ubuntu 18.04 (bionic) by passing ``-e OS_RELEASE=bionic`` parameter.
+.. note:: Add ``--build-arg http_proxy=http://<proxy_host>:<proxy_port>`` to
+   build docker image if server is behind the proxy.
 
 Parameters for ``install.yaml``
 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 
-Description of the parameters used with ``install.yaml`` script
+Description of the parameters used with ``install.yaml``:
 
   +-------------------------+-------------------------------------------------+
   | Parameters              | Detail                                          |
   +=========================+=================================================+
-  | -i install-inventory.ini| Installs package dependency to remote servers   |
-  |                         | Mandatory parameter                             |
-  |                         | By default no remote servers are provided       |
-  |                         | Needed packages will be installed on localhost  |
+  | -i install-inventory.ini|| Installs package dependency to remote servers  |
+  |                         || and localhost                                  |
+  |                         || Mandatory parameter                            |
+  |                         || By default no remote servers are provided      |
   +-------------------------+-------------------------------------------------+
-  | -e YARDSTICK_DIR        | Path to Yardstick folder                        |
-  |                         | Mandatory parameter                             |
+  | -e YARDSTICK_DIR        || Path to Yardstick folder                       |
+  |                         || Mandatory parameter for Yardstick bare metal   |
+  |                         || installation                                   |
   +-------------------------+-------------------------------------------------+
-  | -e INSTALLATION_MODE    | baremetal: Yardstick is installed to the bare   |
-  |                         | metal                                           |
-  |                         | Default parameter                               |
+  | -e INSTALLATION_MODE    || baremetal: Yardstick is installed to the bare  |
+  |                         |  metal                                          |
+  |                         || Default parameter                              |
   |                         +-------------------------------------------------+
-  |                         | container: Yardstick is installed in container  |
-  |                         | Container is built from Dockerfile              |
+  |                         || container: Yardstick is installed in container |
+  |                         || Container is built from Dockerfile             |
   |                         +-------------------------------------------------+
-  |                         | container_pull: Yardstick is installed in       |
-  |                         | container                                       |
-  |                         | Container is pulled from docker hub             |
+  |                         || container_pull: Yardstick is installed in      |
+  |                         || container                                      |
+  |                         || Container is pulled from docker hub            |
   +-------------------------+-------------------------------------------------+
-  | -e OS_RELEASE           | xenial or bionic: Ubuntu version to be used     |
-  |                         | Default is Ubuntu 16.04 (xenial)                |
+  | -e OS_RELEASE           || xenial or bionic: Ubuntu version to be used for|
+  |                         || VM image (nsb or normal)                       |
+  |                         || Default is Ubuntu 16.04, xenial                |
+  +-------------------------+-------------------------------------------------+
+  | -e IMAGE_PROPERTY       || nsb: Build Yardstick NSB VM image              |
+  |                         || Used to run Yardstick NSB tests on sample VNF  |
+  |                         || Default parameter                              |
+  |                         +-------------------------------------------------+
+  |                         || normal: Build VM image to run ping test in     |
+  |                         || OpenStack                                      |
+  |                         +-------------------------------------------------+
+  |                         || none: don't build a VM image.                  |
   +-------------------------+-------------------------------------------------+
-  | -e IMAGE_PROPERTY       | normal or nsb: Type of the VM image to be built |
-  |                         | Default image is Yardstick                      |
+  | -e VIRTUAL_ENVIRONMENT  || False or True: Whether install in virtualenv   |
+  |                         || Default is False                               |
   +-------------------------+-------------------------------------------------+
-  | -e VIRTUAL_ENVIRONMENT  | False or True: Whether install in virtualenv    |
-  |                         | Default is False                                |
+  | -e YARD_IMAGE_ARCH      || CPU architecture on servers                    |
+  |                         || Default is 'amd64'                             |
   +-------------------------+-------------------------------------------------+
 
 
diff --git a/docs/testing/user/userguide/13-nsb-installation.rst b/docs/testing/user/userguide/13-nsb-installation.rst
index 71ced43ea..92c734968 100644
--- a/docs/testing/user/userguide/13-nsb-installation.rst
+++ b/docs/testing/user/userguide/13-nsb-installation.rst
@@ -28,7 +28,7 @@ Abstract
 The steps needed to run Yardstick with NSB testing are:
 
 * Install Yardstick (NSB Testing).
-* Setup/reference ``pod.yaml`` describing Test topology
+* Setup/reference ``pod.yaml`` describing Test topology.
 * Create/reference the test configuration yaml file.
 * Run the test case.
 
@@ -89,21 +89,24 @@ Boot and BIOS settings:
 Install Yardstick (NSB Testing)
 -------------------------------
 
-Download the source code and check out the latest stable branch::
+Yardstick with NSB can be installed using ``nsb_setup.sh``.
+The ``nsb_setup.sh`` allows to:
 
-.. code-block:: console
-
-  git clone https://gerrit.opnfv.org/gerrit/yardstick
-  cd yardstick
-  # Switch to latest stable branch
-  git checkout stable/gambia
-
-Configure the network proxy, either using the environment variables or setting
-the global environment file.
+1. Install Yardstick in specified mode: bare metal or container.
+   Refer :doc:`04-installation`.
+2. Install package dependencies on remote servers used as traffic generator or
+   sample VNF. Add such servers to ``install-inventory.ini`` file to either
+   ``yardstick-standalone`` or ``yardstick-baremetal`` server groups.
+   Configures IOMMU, hugepages, open file limits, CPU isolation, etc.
+3. Build VM image either nsb or normal. The nsb VM image is used to run
+   Yardstick sample VNF tests, like vFW, vACL, vCGNAPT, etc.
+   The normal VM image is used to run Yardstick ping tests in OpenStack context.
+4. Add nsb or normal VM image to OpenStack together with OpenStack variables.
 
-* Set environment
+Firstly, configure the network proxy, either using the environment variables or
+setting the global environment file.
 
-.. code-block::
+Set environment::
 
     http_proxy='http://proxy.company.com:port'
     https_proxy='http://proxy.company.com:port'
@@ -113,42 +116,102 @@ the global environment file.
     export http_proxy='http://proxy.company.com:port'
     export https_proxy='http://proxy.company.com:port'
 
-Modify the Yardstick installation inventory, used by Ansible::
+Download the source code and check out the latest stable branch
+
+.. code-block:: console
+
+  git clone https://gerrit.opnfv.org/gerrit/yardstick
+  cd yardstick
+  # Switch to latest stable branch
+  git checkout stable/gambia
+
+Modify the Yardstick installation inventory used by Ansible::
 
   cat ./ansible/install-inventory.ini
   [jumphost]
   localhost ansible_connection=local
 
-  [yardstick-standalone]
-  yardstick-standalone-node ansible_host=192.168.1.2
-  yardstick-standalone-node-2 ansible_host=192.168.1.3
-
   # section below is only due backward compatibility.
   # it will be removed later
   [yardstick:children]
   jumphost
 
+  [yardstick-standalone]
+  standalone ansible_host=192.168.2.51 ansible_connection=ssh
+
+  [yardstick-baremetal]
+  baremetal ansible_host=192.168.2.52 ansible_connection=ssh
+
   [all:vars]
+  arch_amd64=amd64
+  arch_arm64=arm64
+  inst_mode_baremetal=baremetal
+  inst_mode_container=container
+  inst_mode_container_pull=container_pull
+  ubuntu_archive={"amd64": "http://archive.ubuntu.com/ubuntu/", "arm64": "http://ports.ubuntu.com/ubuntu-ports/"}
   ansible_user=root
-  ansible_pass=root
+  ansible_ssh_pass=root  # OR ansible_ssh_private_key_file=/root/.ssh/id_rsa
+
+.. warning::
+
+   Before running ``nsb_setup.sh`` make sure python is installed on servers
+   added to ``yardstick-standalone`` or ``yardstick-baremetal`` groups.
 
 .. note::
 
    SSH access without password needs to be configured for all your nodes
-   defined in ``yardstick-install-inventory.ini`` file.
+   defined in ``install-inventory.ini`` file.
    If you want to use password authentication you need to install ``sshpass``::
 
      sudo -EH apt-get install sshpass
 
-To execute an installation for a BareMetal or a Standalone context::
+
+.. note::
+
+   A VM image built by other means than Yardstick can be added to OpenStack.
+   Uncomment and set correct path to the VM image in the
+   ``install-inventory.ini`` file::
+
+     path_to_img=/tmp/workspace/yardstick-image.img
+
+
+.. note::
+
+   CPU isolation can be applied to the remote servers, like:
+   ISOL_CPUS=2-27,30-55
+   Uncomment and modify accordingly in ``install-inventory.ini`` file.
+
+By default ``nsb_setup.sh`` pulls Yardstick image based on Ubuntu 16.04 from
+docker hub and starts container, builds NSB VM image based on Ubuntu 16.04,
+installs packages to the servers given in ``yardstick-standalone`` and
+``yardstick-baremetal`` host groups.
+
+To change default behavior modify parameters for ``install.yaml`` in
+``nsb_setup.sh`` file.
+
+Refer chapter :doc:`04-installation` for more details on ``install.yaml``
+parameters.
+
+To execute an installation for a **BareMetal** or a **Standalone context**::
 
     ./nsb_setup.sh
 
 
-To execute an installation for an OpenStack context::
+To execute an installation for an **OpenStack** context::
 
     ./nsb_setup.sh <path to admin-openrc.sh>
 
+.. warning::
+
+   The Yardstick VM image (NSB or normal) cannot be built inside a VM.
+
+.. warning::
+
+   The ``nsb_setup.sh`` configures huge pages, CPU isolation, IOMMU on the grub.
+   Reboot of the servers from ``yardstick-standalone`` or
+   ``yardstick-baremetal`` groups in the file ``install-inventory.ini`` is
+   required to apply those changes.
+
 The above commands will set up Docker with the latest Yardstick code. To
 execute::
 
@@ -159,10 +222,6 @@ setup. Refer chapter :doc:`04-installation` for more on Docker
 
 **Install Yardstick using Docker (recommended)**
 
-Another way to execute an installation for a Bare-Metal or a Standalone context
-is to use ansible script ``install.yaml``. Refer chapter :doc:`04-installation`
-for more details.
-
 System Topology
 ---------------
 
@@ -185,7 +244,7 @@ Configure yardstick.conf
 ^^^^^^^^^^^^^^^^^^^^^^^^
 
 If you did not run ``yardstick env influxdb`` inside the container to generate
- ``yardstick.conf``, then create the config file manually (run inside the
+``yardstick.conf``, then create the config file manually (run inside the
 container)::
 
     cp ./etc/yardstick/yardstick.conf.sample /etc/yardstick/yardstick.conf
@@ -1011,7 +1070,7 @@ context using steps described in `NS testing - using yardstick CLI`_ section.
 
 
 Multi node OpenStack TG and VNF setup (two nodes)
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 
 .. code-block:: console
 
@@ -1094,7 +1153,7 @@ Enabling other Traffic generators
 ---------------------------------
 
 IxLoad
-~~~~~~
+^^^^^^
 
 1. Software needed: IxLoadAPI ``<IxLoadTclApi verson>Linux64.bin.tgz`` and
    ``<IxOS version>Linux64.bin.tar.gz`` (Download from ixia support site)
@@ -1197,9 +1256,9 @@ to be preinstalled and properly configured.
       ``PYTHONPATH`` environment variable.
 
     .. important::
-    The current version of LsApi module has an issue with reading LD_LIBRARY_PATH.
-    For LsApi module to initialize correctly following lines (184-186) in
-    lsapi.py
+      The current version of LsApi module has an issue with reading LD_LIBRARY_PATH.
+      For LsApi module to initialize correctly following lines (184-186) in
+      lsapi.py
 
     .. code-block:: python