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# OpenStack Provisioning
-This repository contains playbooks and Heat templates to provision
+This directory contains [Ansible][ansible] playbooks and roles to create
OpenStack resources (servers, networking, volumes, security groups,
-etc.). The result is an environment ready for openshift-ansible.
+etc.). The result is an environment ready for OpenShift installation
+via [openshift-ansible].
-## Dependencies for localhost (ansible control/admin node)
+We provide everything necessary to be able to install OpenShift on
+OpenStack (including the DNS and load balancer servers when
+necessary). In addition, we work on providing integration with the
+OpenStack-native services (storage, lbaas, baremetal as a service,
+dns, etc.).
-* [Ansible 2.3](https://pypi.python.org/pypi/ansible)
-* [Ansible-galaxy](https://pypi.python.org/pypi/ansible-galaxy-local-deps)
-* [jinja2](http://jinja.pocoo.org/docs/2.9/)
-* [shade](https://pypi.python.org/pypi/shade)
-* python-jmespath / [jmespath](https://pypi.python.org/pypi/jmespath)
-* python-dns / [dnspython](https://pypi.python.org/pypi/dnspython)
-* Become (sudo) is not required.
-**NOTE**: You can use a Docker image with all dependencies set up.
-Find more in the [Deployment section](#deployment).
+## OpenStack Requirements
-### Optional Dependencies for localhost
-**Note**: When using rhel images, `rhel-7-server-openstack-10-rpms` repository is required in order to install these packages.
+Before you start the installation, you need to have an OpenStack
+environment to connect to. You can use a public cloud or an OpenStack
+within your organisation. It is also possible to
+use [Devstack][devstack] or [TripleO][tripleo]. In the case of
+TripleO, we will be running on top of the **overcloud**.
-* `python-openstackclient`
-* `python-heatclient`
+The OpenStack release must be Newton (for Red Hat OpenStack this is
+version 10) or newer. It must also satisfy these requirements:
-## Dependencies for OpenStack hosted cluster nodes (servers)
+* Heat (Orchestration) must be available
+* The deployment image (CentOS 7 or RHEL 7) must be loaded
+* The deployment flavor must be available to your user
+ - `m1.medium` / 4GB RAM + 40GB disk should be enough for testing
+ - look at
+ the [Minimum Hardware Requirements page][hardware-requirements]
+ for production
+* The keypair for SSH must be available in openstack
+* `keystonerc` file that lets you talk to the openstack services
+ * NOTE: only Keystone V2 is currently supported
-There are no additional dependencies for the cluster nodes. Required
-configuration steps are done by Heat given a specific user data config
-that normally should not be changed.
+Optional:
+* External Neutron network with a floating IP address pool
-## Required galaxy modules
-In order to pull in external dependencies for DNS configuration steps,
-the following commads need to be executed:
+## Installation
- ansible-galaxy install \
- -r openshift-ansible-contrib/playbooks/provisioning/openstack/galaxy-requirements.yaml \
- -p openshift-ansible-contrib/roles
+There are four main parts to the installation:
-Alternatively you can install directly from github:
+1. [Preparing Ansible and dependencies](#1-preparing-ansible-and-dependencies)
+2. [Configuring the desired OpenStack environment and OpenShift cluster](#2-configuring-the-openstack-environment-and-openshift-cluster)
+3. [Creating the OpenStack resources (VMs, networking, etc.)](#3-creating-the-openstack-resources-vms-networking-etc)
+4. [Installing OpenShift](#4-installing-openshift)
- ansible-galaxy install git+https://github.com/redhat-cop/infra-ansible,master \
- -p openshift-ansible-contrib/roles
+This guide is going to install [OpenShift Origin][origin]
+with [CentOS 7][centos7] images with minimal customisation.
-Notes:
-* This assumes we're in the directory that contains the clonned
-openshift-ansible-contrib repo in its root path.
-* When trying to install a different version, the previous one must be removed first
-(`infra-ansible` directory from [roles](https://github.com/openshift/openshift-ansible-contrib/tree/master/roles)).
-Otherwise, even if there are differences between the two versions, installation of the newer version is skipped.
+We will create the VMs for running OpenShift, in a new Neutron
+network, assign Floating IP addresses and configure DNS.
-## What does it do
+The OpenShift cluster will have a single Master node that will run
+`etcd`, a single Infra node and two App nodes.
-* Create Nova servers with floating IP addresses attached
-* Assigns Cinder volumes to the servers
-* Set up an `openshift` user with sudo privileges
-* Optionally attach Red Hat subscriptions
-* Sets up a bind-based DNS server or configures the cluster servers to use an external DNS server.
-* Supports mixed in-stack/external DNS servers for dynamic updates.
-* When deploying more than one master, sets up a HAproxy server
+You can look at
+the [Advanced Configuration page][advanced-configuration] for
+additional options.
-## Set up
-### Copy the sample inventory
+### 1. Preparing Ansible and dependencies
- cp -r openshift-ansible-contrib/playbooks/provisioning/openstack/sample-inventory inventory
+First, you need to select where to run [Ansible][ansible] from (the
+*Ansible host*). This can be the computer you read this guide on or an
+OpenStack VM you'll create specifically for this purpose.
-### Copy ansible config
+We will use
+a
+[Docker image that has all the dependencies installed][control-host-image] to
+make things easier. If you don't want to use Docker, take a look at
+the [Ansible host dependencies][ansible-dependencies] and make sure
+they're installed.
- cp openshift-ansible-contrib/playbooks/provisioning/openstack/sample-inventory/ansible.cfg ansible.cfg
+Your *Ansible host* needs to have the following:
-### Update `inventory/group_vars/all.yml`
+1. Docker
+2. `keystonerc` file with your OpenStack credentials
+3. SSH private key for logging in to your OpenShift nodes
-#### DNS configuration variables
+Assuming your private key is `~/.ssh/id_rsa` and `keystonerc` in your
+current directory:
-Pay special attention to the values in the first paragraph -- these
-will depend on your OpenStack environment.
-
-Note that the provsisioning playbooks update the original Neutron subnet
-created with the Heat stack to point to the configured DNS servers.
-So the provisioned cluster nodes will start using those natively as
-default nameservers. Technically, this allows to deploy OpenShift clusters
-without dnsmasq proxies.
-
-The `env_id` and `public_dns_domain` will form the cluster's DNS domain all
-your servers will be under. With the default values, this will be
-`openshift.example.com`. For workloads, the default subdomain is 'apps'.
-That sudomain can be set as well by the `openshift_app_domain` variable in
-the inventory.
-
-The `openstack_<role name>_hostname` is a set of variables used for customising
-hostnames of servers with a given role. When such a variable stays commented,
-default hostname (usually the role name) is used.
-
-The `public_dns_nameservers` is a list of DNS servers accessible from all
-the created Nova servers. These will be serving as your DNS forwarders for
-external FQDNs that do not belong to the cluster's DNS domain and its subdomains.
-If you're unsure what to put in here, you can try the google or opendns servers,
-but note that some organizations may be blocking them.
-
-The `openshift_use_dnsmasq` controls either dnsmasq is deployed or not.
-By default, dnsmasq is deployed and comes as the hosts' /etc/resolv.conf file
-first nameserver entry that points to the local host instance of the dnsmasq
-daemon that in turn proxies DNS requests to the authoritative DNS server.
-When Network Manager is enabled for provisioned cluster nodes, which is
-normally the case, you should not change the defaults and always deploy dnsmasq.
-
-`external_nsupdate_keys` describes an external authoritative DNS server(s)
-processing dynamic records updates in the public and private cluster views:
-
- external_nsupdate_keys:
- public:
- key_secret: <some nsupdate key>
- key_algorithm: 'hmac-md5'
- key_name: 'update-key'
- server: <public DNS server IP>
- private:
- key_secret: <some nsupdate key 2>
- key_algorithm: 'hmac-sha256'
- server: <public or private DNS server IP>
-
-Here, for the public view section, we specified another key algorithm and
-optional `key_name`, which normally defaults to the cluster's DNS domain.
-This just illustrates a compatibility mode with a DNS service deployed
-by OpenShift on OSP10 reference architecture, and used in a mixed mode with
-another external DNS server.
-
-Another example defines an external DNS server for the public view
-additionally to the in-stack DNS server used for the private view only:
-
- external_nsupdate_keys:
- public:
- key_secret: <some nsupdate key>
- key_algorithm: 'hmac-sha256'
- server: <public DNS server IP>
-
-Here, updates matching the public view will be hitting the given public
-server IP. While updates matching the private view will be sent to the
-auto evaluated in-stack DNS server's **public** IP.
-
-Note, for the in-stack DNS server, private view updates may be sent only
-via the public IP of the server. You can not send updates via the private
-IP yet. This forces the in-stack private server to have a floating IP.
-See also the [security notes](#security-notes)
-
-#### Other configuration variables
-
-`openstack_ssh_key` is a Nova keypair - you can see your keypairs with
-`openstack keypair list`. This guide assumes that its corresponding private
-key is `~/.ssh/openshift`, stored on the ansible admin (control) node.
-
-`openstack_default_image_name` is the default name of the Glance image the
-servers will use. You can see your images with `openstack image list`.
-In order to set a different image for a role, uncomment the line with the
-corresponding variable (e.g. `openstack_lb_image_name` for load balancer) and
-set its value to another available image name. `openstack_default_image_name`
-must stay defined as it is used as a default value for the rest of the roles.
-
-`openstack_default_flavor` is the default Nova flavor the servers will use.
-You can see your flavors with `openstack flavor list`.
-In order to set a different flavor for a role, uncomment the line with the
-corresponding variable (e.g. `openstack_lb_flavor` for load balancer) and
-set its value to another available flavor. `openstack_default_flavor` must
-stay defined as it is used as a default value for the rest of the roles.
-
-`openstack_external_network_name` is the name of the Neutron network
-providing external connectivity. It is often called `public`,
-`external` or `ext-net`. You can see your networks with `openstack
-network list`.
-
-`openstack_private_network_name` is the name of the private Neutron network
-providing admin/control access for ansible. It can be merged with other
-cluster networks, there are no special requirements for networking.
-
-The `openstack_num_masters`, `openstack_num_infra` and
-`openstack_num_nodes` values specify the number of Master, Infra and
-App nodes to create.
-
-The `openshift_cluster_node_labels` defines custom labels for your openshift
-cluster node groups. It currently supports app and infra node groups.
-The default value of this variable sets `region: primary` to app nodes and
-`region: infra` to infra nodes.
-An example of setting a customised label:
-```
-openshift_cluster_node_labels:
- app:
- mylabel: myvalue
+```bash
+$ sudo docker run -it -v ~/.ssh:/mnt/.ssh:Z \
+ -v $PWD/keystonerc:/root/.config/openstack/keystonerc.sh:Z \
+ redhatcop/control-host-openstack bash
```
-The `openstack_nodes_to_remove` allows you to specify the numerical indexes
-of App nodes that should be removed; for example, ['0', '2'],
-
-The `docker_volume_size` is the default Docker volume size the servers will use.
-In order to set a different volume size for a role,
-uncomment the line with the corresponding variable (e. g. `docker_master_volume_size`
-for master) and change its value. `docker_volume_size` must stay defined as it is
-used as a default value for some of the servers (master, infra, app node).
-The rest of the roles (etcd, load balancer, dns) have their defaults hard-coded.
-
-**Note**: If the `ephemeral_volumes` is set to `true`, the `*_volume_size` variables
-will be ignored and the deployment will not create any cinder volumes.
-
-The `openstack_flat_secgrp`, controls Neutron security groups creation for Heat
-stacks. Set it to true, if you experience issues with sec group rules
-quotas. It trades security for number of rules, by sharing the same set
-of firewall rules for master, node, etcd and infra nodes.
-
-The `required_packages` variable also provides a list of the additional
-prerequisite packages to be installed before to deploy an OpenShift cluster.
-Those are ignored though, if the `manage_packages: False`.
-
-The `openstack_inventory` controls either a static inventory will be created after the
-cluster nodes provisioned on OpenStack cloud. Note, the fully dynamic inventory
-is yet to be supported, so the static inventory will be created anyway.
-
-The `openstack_inventory_path` points the directory to host the generated static inventory.
-It should point to the copied example inventory directory, otherwise ti creates
-a new one for you.
-
-#### Multi-master configuration
-
-Please refer to the official documentation for the
-[multi-master setup](https://docs.openshift.com/container-platform/3.6/install_config/install/advanced_install.html#multiple-masters)
-and define the corresponding [inventory
-variables](https://docs.openshift.com/container-platform/3.6/install_config/install/advanced_install.html#configuring-cluster-variables)
-in `inventory/group_vars/OSEv3.yml`. For example, given a load balancer node
-under the ansible group named `ext_lb`:
-
- openshift_master_cluster_method: native
- openshift_master_cluster_hostname: "{{ groups.ext_lb.0 }}"
- openshift_master_cluster_public_hostname: "{{ groups.ext_lb.0 }}"
-
-#### Provider Network
-
-Normally, the playbooks create a new Neutron network and subnet and attach
-floating IP addresses to each node. If you have a provider network set up, this
-is all unnecessary as you can just access servers that are placed in the
-provider network directly.
-
-To use a provider network, set its name in `openstack_provider_network_name` in
-`inventory/group_vars/all.yml`.
-
-If you set the provider network name, the `openstack_external_network_name` and
-`openstack_private_network_name` fields will be ignored.
-
-**NOTE**: this will not update the nodes' DNS, so running openshift-ansible
-right after provisioning will fail (unless you're using an external DNS server
-your provider network knows about). You must make sure your nodes are able to
-resolve each other by name.
-
-#### Security notes
-
-Configure required `*_ingress_cidr` variables to restrict public access
-to provisioned servers from your laptop (a /32 notation should be used)
-or your trusted network. The most important is the `node_ingress_cidr`
-that restricts public access to the deployed DNS server and cluster
-nodes' ephemeral ports range.
-
-Note, the command ``curl https://api.ipify.org`` helps fiding an external
-IP address of your box (the ansible admin node).
-
-There is also the `manage_packages` variable (defaults to True) you
-may want to turn off in order to speed up the provisioning tasks. This may
-be the case for development environments. When turned off, the servers will
-be provisioned omitting the ``yum update`` command. This brings security
-implications though, and is not recommended for production deployments.
-
-##### DNS servers security options
-
-Aside from `node_ingress_cidr` restricting public access to in-stack DNS
-servers, there are following (bind/named specific) DNS security
-options available:
-
- named_public_recursion: 'no'
- named_private_recursion: 'yes'
-
-External DNS servers, which is not included in the 'dns' hosts group,
-are not managed. It is up to you to configure such ones.
-
-### Configure the OpenShift parameters
-
-Finally, you need to update the DNS entry in
-`inventory/group_vars/OSEv3.yml` (look at
-`openshift_master_default_subdomain`).
-
-In addition, this is the place where you can customise your OpenShift
-installation for example by specifying the authentication.
-
-The full list of options is available in this sample inventory:
-
-https://github.com/openshift/openshift-ansible/blob/master/inventory/byo/hosts.ose.example
-
-Note, that in order to deploy OpenShift origin, you should update the following
-variables for the `inventory/group_vars/OSEv3.yml`, `all.yml`:
-
- deployment_type: origin
- openshift_deployment_type: "{{ deployment_type }}"
-
-
-#### Setting a custom entrypoint
-
-In order to set a custom entrypoint, update `openshift_master_cluster_public_hostname`
-
- openshift_master_cluster_public_hostname: api.openshift.example.com
-
-Note than an empty hostname does not work, so if your domain is `openshift.example.com`,
-you cannot set this value to simply `openshift.example.com`.
-
-### Creating and using a Cinder volume for the OpenShift registry
-
-You can optionally have the playbooks create a Cinder volume and set
-it up as the OpenShift hosted registry.
-
-To do that you need specify the desired Cinder volume name and size in
-Gigabytes in `inventory/group_vars/all.yml`:
-
- cinder_hosted_registry_name: cinder-registry
- cinder_hosted_registry_size_gb: 10
-
-With this, the playbooks will create the volume and set up its
-filesystem. If there is an existing volume of the same name, we will
-use it but keep the existing data on it.
-
-To use the volume for the registry, you must first configure it with
-the OpenStack credentials by putting the following to `OSEv3.yml`:
-
- openshift_cloudprovider_openstack_username: "{{ lookup('env','OS_USERNAME') }}"
- openshift_cloudprovider_openstack_password: "{{ lookup('env','OS_PASSWORD') }}"
- openshift_cloudprovider_openstack_auth_url: "{{ lookup('env','OS_AUTH_URL') }}"
- openshift_cloudprovider_openstack_tenant_name: "{{ lookup('env','OS_TENANT_NAME') }}"
-
-This will use the credentials from your shell environment. If you want
-to enter them explicitly, you can. You can also use credentials
-different from the provisioning ones (say for quota or access control
-reasons).
-
-**NOTE**: If you're testing this on (DevStack)[devstack], you must
-explicitly set your Keystone API version to v2 (e.g.
-`OS_AUTH_URL=http://10.34.37.47/identity/v2.0`) instead of the default
-value provided by `openrc`. You may also encounter the following issue
-with Cinder:
-
-https://github.com/kubernetes/kubernetes/issues/50461
-
-You can read the (OpenShift documentation on configuring
-OpenStack)[openstack] for more information.
-
-[devstack]: https://docs.openstack.org/devstack/latest/
-[openstack]: https://docs.openshift.org/latest/install_config/configuring_openstack.html
-
-
-Next, we need to instruct OpenShift to use the Cinder volume for it's
-registry. Again in `OSEv3.yml`:
-
- #openshift_hosted_registry_storage_kind: openstack
- #openshift_hosted_registry_storage_access_modes: ['ReadWriteOnce']
- #openshift_hosted_registry_storage_openstack_filesystem: xfs
-The filesystem value here will be used in the initial formatting of
-the volume.
+This will create the container, add your SSH key and source your
+`keystonerc`. It should be set up for the installation.
-If you're using the dynamic inventory, you must uncomment these two values as
-well:
+You can verify that everything is in order:
- #openshift_hosted_registry_storage_openstack_volumeID: "{{ lookup('os_cinder', cinder_hosted_registry_name).id }}"
- #openshift_hosted_registry_storage_volume_size: "{{ cinder_hosted_registry_size_gb }}Gi"
-But note that they use the `os_cinder` lookup plugin we provide, so you must
-tell Ansible where to find it either in `ansible.cfg` (the one we provide is
-configured properly) or by exporting the
-`ANSIBLE_LOOKUP_PLUGINS=openshift-ansible-contrib/lookup_plugins` environment
-variable.
-
-
-
-### Use an existing Cinder volume for the OpenShift registry
-
-You can also use a pre-existing Cinder volume for the storage of your
-OpenShift registry.
-
-To do that, you need to have a Cinder volume. You can create one by
-running:
-
- openstack volume create --size <volume size in gb> <volume name>
-
-The volume needs to have a file system created before you put it to
-use.
-
-As with the automatically-created volume, you have to set up the
-OpenStack credentials in `inventory/group_vars/OSEv3.yml` as well as
-registry values:
-
- #openshift_hosted_registry_storage_kind: openstack
- #openshift_hosted_registry_storage_access_modes: ['ReadWriteOnce']
- #openshift_hosted_registry_storage_openstack_filesystem: xfs
- #openshift_hosted_registry_storage_openstack_volumeID: e0ba2d73-d2f9-4514-a3b2-a0ced507fa05
- #openshift_hosted_registry_storage_volume_size: 10Gi
-
-Note the `openshift_hosted_registry_storage_openstack_volumeID` and
-`openshift_hosted_registry_storage_volume_size` values: these need to
-be added in addition to the previous variables.
-
-The **Cinder volume ID**, **filesystem** and **volume size** variables
-must correspond to the values in your volume. The volume ID must be
-the **UUID** of the Cinder volume, *not its name*.
-
-We can do formate the volume for you if you ask for it in
-`inventory/group_vars/all.yml`:
-
- prepare_and_format_registry_volume: true
-
-**NOTE:** doing so **will destroy any data that's currently on the volume**!
-
-You can also run the registry setup playbook directly:
-
- ansible-playbook -i inventory playbooks/provisioning/openstack/prepare-and-format-cinder-volume.yaml
-
-(the provisioning phase must be completed, first)
-
-
-
-### Configure static inventory and access via a bastion node
-
-Example inventory variables:
-
- openstack_use_bastion: true
- bastion_ingress_cidr: "{{openstack_subnet_prefix}}.0/24"
- openstack_private_ssh_key: ~/.ssh/openshift
- openstack_inventory: static
- openstack_inventory_path: ../../../../inventory
- openstack_ssh_config_path: /tmp/ssh.config.openshift.ansible.openshift.example.com
-
-The `openstack_subnet_prefix` is the openstack private network for your cluster.
-And the `bastion_ingress_cidr` defines accepted range for SSH connections to nodes
-additionally to the `ssh_ingress_cidr`` (see the security notes above).
-
-The SSH config will be stored on the ansible control node by the
-gitven path. Ansible uses it automatically. To access the cluster nodes with
-that ssh config, use the `-F` prefix, f.e.:
-
- ssh -F /tmp/ssh.config.openshift.ansible.openshift.example.com master-0.openshift.example.com echo OK
-
-Note, relative paths will not work for the `openstack_ssh_config_path`, but it
-works for the `openstack_private_ssh_key` and `openstack_inventory_path`. In this
-guide, the latter points to the current directory, where you run ansible commands
-from.
+```bash
+$ less .ssh/id_rsa
+$ ansible --version
+$ openstack image list
+```
-To verify nodes connectivity, use the command:
- ansible -v -i inventory/hosts -m ping all
+### 2. Configuring the OpenStack Environment and OpenShift Cluster
-If something is broken, double-check the inventory variables, paths and the
-generated `<openstack_inventory_path>/hosts` and `openstack_ssh_config_path` files.
+The configuration is all done in an Ansible inventory directory. We
+will clone the [openshift-ansible-contrib][contrib] repository and set
+things up for a minimal installation.
-The `inventory: dynamic` can be used instead to access cluster nodes directly via
-floating IPs. In this mode you can not use a bastion node and should specify
-the dynamic inventory file in your ansible commands , like `-i openstack.py`.
-## Deployment
+```
+$ git clone https://github.com/openshift/openshift-ansible-contrib
+$ cp -r openshift-ansible-contrib/playbooks/provisioning/openstack/sample-inventory/ inventory
+```
-### Using Docker on the Ansible host
+If you're testing multiple configurations, you can have multiple
+inventories and switch between them.
-If you don't want to worry about the dependencies, you can use the
-[OpenStack Control Host image][control-host-image].
+#### OpenStack Configuration
-[control-host-image]: https://hub.docker.com/r/redhatcop/control-host-openstack/
+The OpenStack configuration is in `inventory/group_vars/all.yml`.
-It has all the dependencies installed, but you'll need to map your
-code and credentials to it. Assuming your SSH keys live in `~/.ssh`
-and everything else is in your current directory (i.e. `ansible.cfg`,
-`keystonerc`, `inventory`, `openshift-ansible`,
-`openshift-ansible-contrib`), this is how you run the deployment:
+Open the file and plug in the image, flavor and network configuration
+corresponding to your OpenStack installation.
- sudo docker run -it -v ~/.ssh:/mnt/.ssh:Z \
- -v $PWD:/root/openshift:Z \
- -v $PWD/keystonerc:/root/.config/openstack/keystonerc.sh:Z \
- redhatcop/control-host-openstack bash
-
-(feel free to replace `$PWD` with an actual path to your inventory and
-checkouts, but note that relative paths don't work)
+```bash
+$ vi inventory/group_vars/all.yml
+```
-The first run may take a few minutes while the image is being
-downloaded. After that, you'll be inside the container and you can run
-the playbooks:
+1. Set the `openstack_ssh_public_key` to your OpenStack keypair name.
+ - See `openstack keypair list` to find the keypairs registered with
+ OpenShift.
+ - This must correspond to your private SSH key in `~/.ssh/id_rsa`
+2. Set the `openstack_external_network_name` to the floating IP
+ network of your openstack.
+ - See `openstack network list` for the list of networks.
+ - It's often called `public`, `external` or `ext-net`.
+3. Set the `openstack_default_image_name` to the image you want your
+ OpenShift VMs to run.
+ - See `openstack image list` for the list of available images.
+4. Set the `openstack_default_flavor` to the flavor you want your
+ OpenShift VMs to use.
+ - See `openstack flavor list` for the list of available flavors.
+
+**NOTE**: In most OpenStack environments, you will also need to
+configure the forwarders for the DNS server we create. This depends on
+your environment.
+
+Launch a VM in your OpenStack and look at its `/etc/resolv.conf` and
+put the IP addresses into `public_dns_nameservers` in
+`inventory/group_vars/all.yml`.
- cd openshift
- ansible-playbook openshift-ansible-contrib/playbooks/provisioning/openstack/provision.yaml
+#### OpenShift configuration
-### Run the playbook
+The OpenShift configuration is in `inventory/group_vars/OSEv3.yml`.
-Assuming your OpenStack (Keystone) credentials are in the `keystonerc`
-this is how you stat the provisioning process from your ansible control node:
+The default options will mostly work, but unless you used the large
+flavors for a production-ready environment, openshift-ansible's
+hardware check will fail.
- . keystonerc
- ansible-playbook openshift-ansible-contrib/playbooks/provisioning/openstack/provision.yaml
+Let's disable those checks by putting this in
+`inventory/group_vars/OSEv3.yml`:
-Note, here you start with an empty inventory. The static inventory will be populated
-with data so you can omit providing additional arguments for future ansible commands.
+```yaml
+openshift_disable_check: disk_availability,memory_availability
+```
-If bastion enabled, the generates SSH config must be applied for ansible.
-Otherwise, it is auto included by the previous step. In order to execute it
-as a separate playbook, use the following command:
+**NOTE**: The default authentication method will allow **any username
+and password** in! If you're running this in a public place, you need
+to set up access control.
- ansible-playbook openshift-ansible-contrib/playbooks/provisioning/openstack/post-provision-openstack.yml
+Feel free to look at
+the [Sample OpenShift Inventory][sample-openshift-inventory] and
+the [advanced configuration][advanced-configuration].
-The first infra node then becomes a bastion node as well and proxies access
-for future ansible commands. The post-provision step also configures Satellite,
-if requested, and DNS server, and ensures other OpenShift requirements to be met.
-### Running Custom Post-Provision Actions
+### 3. Creating the OpenStack resources (VMs, networking, etc.)
-A custom playbook can be run like this:
+We will install the DNS server roles using ansible galaxy and then run
+the openstack provisioning playbook. The `ansible.cfg` file we provide
+has useful defaults -- copy it to the directory you're going to run
+Ansible from.
+```bash
+$ ansible-galaxy install -r openshift-ansible-contrib/playbooks/provisioning/openstack/galaxy-requirements.yaml -p openshift-ansible-contrib/roles
+$ cp openshift-ansible-contrib/playbooks/provisioning/openstack/ansible.cfg ansible.cfg
```
-ansible-playbook --private-key ~/.ssh/openshift -i inventory/ openshift-ansible-contrib/playbooks/provisioning/openstack/custom-actions/custom-playbook.yml
-```
+(you will only need to do this once)
-If you'd like to limit the run to one particular host, you can do so as follows:
+Then run the provisioning playbook -- this will create the OpenStack
+resources:
-```
-ansible-playbook --private-key ~/.ssh/openshift -i inventory/ openshift-ansible-contrib/playbooks/provisioning/openstack/custom-actions/custom-playbook.yml -l app-node-0.openshift.example.com
+```bash
+$ ansible-playbook -i inventory openshift-ansible-contrib/playbooks/provisioning/openstack/provision.yaml
```
-You can also create your own custom playbook. Here's one example that adds additional YUM repositories:
-
-```
----
-- hosts: app
- tasks:
-
- # enable EPL
- - name: Add repository
- yum_repository:
- name: epel
- description: EPEL YUM repo
- baseurl: https://download.fedoraproject.org/pub/epel/$releasever/$basearch/
-```
+If you're using multiple inventories, make sure you pass the path to
+the right one to `-i`.
-This example runs against app nodes. The list of options include:
- - cluster_hosts (all hosts: app, infra, masters, dns, lb)
- - OSEv3 (app, infra, masters)
- - app
- - dns
- - masters
- - infra_hosts
-Please consider contributing your custom playbook back to openshift-ansible-contrib!
+### 4. Installing OpenShift
-A library of custom post-provision actions exists in `openshift-ansible-contrib/playbooks/provisioning/openstack/custom-actions`. Playbooks include:
+We will use the `openshift-ansible` project to install openshift on
+top of the OpenStack nodes we have prepared:
-##### add-yum-repos.yml
-
-[add-yum-repos.yml](https://github.com/openshift/openshift-ansible-contrib/blob/master/playbooks/provisioning/openstack/custom-actions/add-yum-repos.yml) adds a list of custom yum repositories to every node in the cluster.
-
-### Install OpenShift
-
-Once it succeeds, you can install openshift by running:
-
- ansible-playbook openshift-ansible/playbooks/byo/config.yml
-
-### Access UI
-
-OpenShift UI may be accessed via the 1st master node FQDN, port 8443.
-
-When using a bastion, you may want to make an SSH tunnel from your control node
-to access UI on the `https://localhost:8443`, with this inventory variable:
-
- openshift_ui_ssh_tunnel: True
+```bash
+$ git clone https://github.com/openshift/openshift-ansible
+$ ansible-playbook -i inventory openshift-ansible/playbooks/byo/config.yml
+```
-Note, this requires sudo rights on the ansible control node and an absolute path
-for the `openstack_private_ssh_key`. You should also update the control node's
-`/etc/hosts`:
- 127.0.0.1 master-0.openshift.example.com
+### Next Steps
-In order to access UI, the ssh-tunnel service will be created and started on the
-control node. Make sure to remove these changes and the service manually, when not
-needed anymore.
+And that's it! You should have a small but functional OpenShift
+cluster now.
-## Scale Deployment up/down
+Take a look at [how to access the cluster][accessing-openshift]
+and [how to remove it][uninstall-openshift] as well as the more
+advanced configuration:
-### Scaling up
+* [Accessing the OpenShift cluster][accessing-openshift]
+* [Removing the OpenShift cluster][uninstall-openshift]
+* Set Up Authentication (TODO)
+* [Multiple Masters with a load balancer][loadbalancer]
+* [External Dns][external-dns]
+* Multiple Clusters (TODO)
+* [Cinder Registry][cinder-registry]
+* [Bastion Node][bastion]
-One can scale up the number of application nodes by executing the ansible playbook
-`openshift-ansible-contrib/playbooks/provisioning/openstack/scale-up.yaml`.
-This process can be done even if there is currently no deployment available.
-The `increment_by` variable is used to specify by how much the deployment should
-be scaled up (if none exists, it serves as a target number of application nodes).
-The path to `openshift-ansible` directory can be customised by the `openshift_ansible_dir`
-variable. Its value must be an absolute path to `openshift-ansible` and it cannot
-contain the '/' symbol at the end.
-Usage:
+[ansible]: https://www.ansible.com/
+[openshift-ansible]: https://github.com/openshift/openshift-ansible
+[devstack]: https://docs.openstack.org/devstack/
+[tripleo]: http://tripleo.org/
+[ansible-dependencies]: ./advanced-configuration.md#dependencies-for-localhost-ansible-controladmin-node
+[contrib]: https://github.com/openshift/openshift-ansible-contrib
+[control-host-image]: https://hub.docker.com/r/redhatcop/control-host-openstack/
+[hardware-requirements]: https://docs.openshift.org/latest/install_config/install/prerequisites.html#hardware
+[origin]: https://www.openshift.org/
+[centos7]: https://www.centos.org/
+[sample-openshift-inventory]: https://github.com/openshift/openshift-ansible/blob/master/inventory/byo/hosts.example
+[advanced-configuration]: ./advanced-configuration.md
+[accessing-openshift]: ./advanced-configuration.md#accessing-the-openshift-cluster
+[uninstall-openshift]: ./advanced-configuration.md#removing-the-openshift-cluster
+[loadbalancer]: ./advanced-configuration.md#multi-master-configuration
+[external-dns]: ./advanced-configuration.md#dns-configuration-variables
+[cinder-registry]: ./advanced-configuration.md#creating-and-using-a-cinder-volume-for-the-openshift-registry
+[bastion]: ./advanced-configuration.md#configure-static-inventory-and-access-via-a-bastion-node
-```
-ansible-playbook -i <path to inventory> openshift-ansible-contrib/playbooks/provisioning/openstack/scale-up.yaml` [-e increment_by=<number>] [-e openshift_ansible_dir=<path to openshift-ansible>]
-```
-Note: This playbook works only without a bastion node (`openstack_use_bastion: False`).
## License
-As the rest of the openshift-ansible-contrib repository, the code here is
-licensed under Apache 2.
+Like the rest of the openshift-ansible-contrib repository, the code
+here is licensed under Apache 2.