OpenStack Overview

Monty Taylor <mordred@inaugust.com>| twitter:e_monty
James E. Blair <corvus@inaugust.com>
https://openstack-ci.github.com/publications/tutorial

Overview

OpenStack Overview
Dev Process Overview
Devstack Install

Anti-overview

In Depth OpenStack Tutorial
Tutorial on chef/puppet/juju/cfengine/salt
Endorsement of any of the above
End-user Cloud Tutorial

Getting Started With Devstack

devstack.org
Annotated shell script which installs devstack in a VM
NOT FOR PRODUCTION USE
For developers to test stuff

Installing a Cloud using Devstack

Get an Ubuntu Precise Server Image

Don't do this yet

sudo apt-get install git
git clone git://github.com/openstack-dev/devstack.git
cd devstack; ./stack.sh

Step One

Get an Ubuntu Precise Image
NOT YOUR LAPTOP
NOT YOUR LAPTOP
NOT YOUR LAPTOP

Get devstack

git clone git://github.com/openstack-dev/devstack.git
cd devstack

# to run essex:
git checkout stable/essex

Customizing Devstack

localrc

FIXED_RANGE=10.1.0.0/24
FIXED_NETWORK_SIZE=256

Look in stackrc and stack.sh for other options

Fix Swap

Notice the lack of swap!

sudo umount /mnt
sudo mkswap /dev/vdb
sudo swapon /dev/vdb

Run devstack

./stack.sh

And now we wait

OpenStack Overview

Software to run a cloud
Made up of several (growing) projects
Open Source

Projects

keystone (identity service)
nova (compute)
glance (image service)
swift (object storge)
quantum (network service)
cinder (volume)
horizon (dashboard)

Libraries

python-keystoneclient
python-novaclient
python-glanceclient
python-swiftclient
python-quantumclient
python-cinderclient
python-openstackclient

Tools

tempest
git-review
devstack
devstack-gate
openstack.nose_plugin
openstack-ci-puppet
pbr
zuul

Release Management

Time Based Releases
Six Month Cadence
- Tied to Ubuntu Releases
Design summits each cycle
Continuously Open Trunk
- Develop directly on master
One Month Milestone Releases
Post-release Stable Branches
Previous stable: diablo
Current stable: essex
Current devel: folsom
Next devel: grizzly

Who is Running It?

Rackspace
- Cloud Files == swift
- Cloud Servers (beta) == nova
HP

hpcloud in Private Beta (diablo)

trystack (diablo)
AT&T (diablo)
Cern
Mercado Libre

ALSO

Cisco
Citrix
NTT
Piston
Nebula
Nicira
RedHat
Canonical

Development Process Overview

Highly Automated
Developer Run
Democratic Structure
Virtual/Online

Vision

Consistent Tooling
Consistent Process
Consistent Product
Multiplier Effect

Consistent Tooling

Minimize meta-development
Process divergence == wasted developer time
Lowers onboarding time
Consolidate tool development
Minimize project-specific weird build crud

Development Infrastructure Systems

Gerrit (code review, git) http://review.openstack.org
Jenkins (CI, automation) http://jenkins.openstack.org
- pre-merge testing
- post-merge testing
- post-merge artifact management
Zuul (build triggering) http://zuul.openstack.org/zuul/status
Launchpad (bugs, blueprints, releases, SSO) http://launchpad.net/openstack
Blog Aggregator http://planet.openstack.org
Pastebin http://paste.openstack.org
Etherpad http://etherpad.openstack.org

Environment

Ubuntu
Python
- pep8 standards
- openstack.common
virtualenv/pip/tox
IRC (#openstack-dev, #openstack-meeting)
devstack
gated trunk based on master

Gated Trunk

Ensures Code Quality
Protects developers
- Devs always start from working code
Protects tree
- Bad code doesn't land
Egalitarian
- Process is the same for everyone
- Process is transparent
- Process is automated

Everything Is Automated

Process Flow

Code is written and locally tested in a virtualenv
Code is submitted for code review to gerrit
Code is peer-reviewed
Code is accepted or rejected by core team
Code is run through pre-merge automated checks
Code is merged or rejected
Code is run through post-merge automated checks

Gerrit

Developed by Google for Android
Stand-alone patch review system
Integration points: hooks, JSON queries, event-stream
Extensible review categories, default: Verified, Code-Review

Pre-merge Check

Approved Reviews

Types of Jenkins Gerrit Triggers

Patchset uploaded
Change merged
Comment added (review state)

OpenID SSO Integration

Bug Integration - Gerrit

Bug Integration - Launchpad

Blueprints - Gerrit

Blueprints - Launchpad

Blueprints - Gerrit Topics

Git Review

External Git subcommand - pip/apt/yum
Developers can easily incorporate code review into git workflow
Zero-configuration
Can be used for any project, being adopted by other projects

corvus@shiprock:~/rs/github/quantum$ git commit -a
[new-versionpy ddf1dce] Base version.py on glance.
 3 files changed, 28 insertions(+), 107 deletions(-)
 delete mode 100644 version.py

corvus@shiprock:~/rs/github/quantum$ git review
remote: Resolving deltas:   0% (0/3)
remote: 
remote: New Changes:
remote:   https://review.openstack.org/3072
remote: 
To ssh://corvus@review.openstack.org:29418/openstack/quantum.git
 * [new branch]      HEAD -> refs/for/master/bug/916018

Types of Tests

Unit tests

Test the code of a single project

Functional tests
- Can be run on real or virtual servers
- Test the service of a single project
- Easy for developers to run
Integration tests
- May be able to run on virtual servers, should run on real servers
- Usually harder for a developer to run

Virtual Integration Tests

Devstack: https://github.com/openstack-dev/devstack

Easy for developers to recreate locally

On each commit:

Provision Cloud Server (surprisingly HARD!)
Run devstack to install code
On success - delete server
On failure:

Keep Server
Install developer's ssh key
Give the server to the developer for 24H

Getting Started With Developing

http://www.linuxjedi.co.uk/2012/03/real-way-to-start-hacking-on-openstack.html

Get a launchpad account
Upload your SSH key to Launchpad
Sign the CLA: wiki/HowToContribute
Join the ~openstack-cla team on Launchpad

One time only:

  git config --global user.name "Firstname Lastname"
  git config --global user.email "your_email@youremail.com"

Install git review

Add your blog to OpenStack Planet

git clone git://github.com/openstack/openstack-planet.git
cd openstack-planet
# edit planet.ini
# add your image
git add images/yourusername.png
git add planet.ini
git commit
git review

tox

Manages python virtualenvs
Runs multiple python versions

Doing something more useful

git clone git://github.com/openstack/nova.git
# do things, now, to test it:
tox
# it's perfect - submit!
git commit
git review

Now We Have a Cloud!

What are all of the different parts of it again?

Keystone

Identity/Authentication Service
Service Catalog

Keystone: Authentication

Authentication
Pluggable:
- ldap
- pam
- sql

Keystone: Service Catalog

curl https://region-a.geo-1.identity.hpcloudsvc.com:35357/v2.0/tokens

"serviceCatalog": [
    {
     "name": "Identity",
      "type": "identity",
      "endpoints": [{
        "publicURL": "https:\/\/region-a.geo-1.identity.hpcloudsvc.com:35357\/v2.0\/",
     ....
    {
     "name": "Image Management",
     "type": "image",
     "endpoints": [{
        "tenantId": "74682717556353",
        "publicURL": "https:\/\/glance2.uswest.hpcloud.net:9292\/v1.0",

Nova

API
Scheduler
Compute
Network
Volume
messaging RabbitMQ, zeroMQ
database sqlalchemy: MySQL, PostGres, whatever

Nova API

OpenStack
ec2

Nova Compute

Compute Service
Pluggable
Virt Layer
- libvirt/kvm
- xen
- openvz
- hyperv
- baremetal

Nova Network

Hard bit :)
Provides/configures network to guests
- flat
- flatdhcp
- vlan
Quantum
Floating IP Extension

Nova Volume

LVM to iscsi mapping
cinder

Glance

Image Registry
Image Store

Now What?

sudo apt-get remove python-keyring
Services running in screen rejoin-stack.sh
Run tests exercise.sh
Horizon running on port 80 on localhost
devstack puts credentials in localrc, openrc does useful things. Get them with
```
source openrc
```

screen refresher

C-a " windowlist
C-a 0 select window 0
C-a n next window
C-a p previous window

Client Access

pip install python-${PROJECT}client
Environment:
- OS_USERNAME
- OS_PASSWORD
- OS_AUTH_URL
- OS_TENANT_NAME
- OS_REGION_NAME

debug info

export NOVACLIENT_DEBUG=1

Images in Glance

glance image-list

Save the UUID you want in a var called IMAGE_ID

Security Groups (extension)

Control what ports are open

SECGROUP=test_secgroup
nova secgroup-create $SECGROUP "$SECGROUP description"
nova secgroup-add-rule $SECGROUP icmp -1 -1 0.0.0.0/0
nova secgroup-add-rule $SECGROUP tcp 22 22 0.0.0.0/0

Keypairs (extension)

ssh credentials for logging in

KEY_NAME=test2_key
KEY_FILE=key.pem
nova keypair-add $KEY_NAME > $KEY_FILE

Flavors

nova flavor-list

+----+-----------+-----------+------+-----------+------+-------+-------------+
| ID |    Name   | Memory_MB | Disk | Ephemeral | Swap | VCPUs | RXTX_Factor |
+----+-----------+-----------+------+-----------+------+-------+-------------+
| 1  | m1.tiny   | 512       | 0    | 0         |      | 1     | 1.0         |
| 2  | m1.small  | 2048      | 10   | 20        |      | 1     | 1.0         |
| 3  | m1.medium | 4096      | 10   | 40        |      | 2     | 1.0         |
| 4  | m1.large  | 8192      | 10   | 80        |      | 4     | 1.0         |
| 5  | m1.xlarge | 16384     | 10   | 160       |      | 8     | 1.0         |
+----+-----------+-----------+------+-----------+------+-------+-------------+

Save the flavor id as FLAVOR_ID

Boot an Instance

Returns the UUID of the server

Using the values saved previously:

nova boot --flavor $FLAVOR_ID --image $IMAGE_ID --security_groups=$SECGROUP \
          --key_name $KEY_NAME $INSTANCE_NAME
nova list

Save the UUID returned as VM_UUID

Add an IP

nova floating-ip-create
nova floating-ip-list
nova add-floating-ip $VM_UUID $FLOATING_IP

Volumes

DEVICE=/dev/vdb
VOL_NAME=test_volume
nova volume-create --display_name=$VOL_NAME 1
nova volume-list
nova volume-attach $INSTANCE_NAME $VOLUME_ID $DEVICE

Hacking Code

Repos in /opt/stack
Installed via python setup.py develop

Simulated Production

Great! Now how about a real deployment

Bare Metal Process

Each test:

PXE boot
Install Ubuntu
Install OpenStack
Run test suite

Test Process Improved

One time (Orchestra driven):

PXE boot
Install Ubuntu
Install OpenStack dependencies
Snapshot LVM volume

Each test:

Kexec boot into LVM snapshot
Install OpenStack
Run test suite

Cobbler

Written by RedHat
PXE/net-install
Pluggable power management support (impi, drac, ilo ...)
Manage dns/dhcp/tftp - or use others
Templated kickstart or preseed files

Ubuntu Orchestra

cobbler
squid
dnsmasq
nagios
rsyslog
cloud-init

Walkthrough

https://github.com/openstack/openstack-ci-puppet
https://github.com/openstack/openstack-ci-puppet/tree/master/modules/orchestra

Install Orchestra

apt-get install ubuntu-orchestra-server ipmitool
(install will download ubuntu install images and import them)

Configure dnsmasq

Edit dhcp options in /etc/cobbler/dnsmasq.template
Add "dhcp-ignore=tag:!known"
Insert network range

Cloud Init Script

Ubuntu Orchestra pre-seed files
In the preseed/late_command, use snippets
Run a cloud-init script to bootstrap puppet or chef

Add Profile

cobbler profile add \
--name=natty-x86_64-ostest \
--parent=natty-x86_64 \
--kickstart=/var/lib/cobbler/kickstarts/openstack.preseed \
--kopts="priority=critical locale=en_US"

Add machines manually

For each machine

cobbler system add \
--name=baremetal1 \
--hostname=baremetal1 \
--profile=natty-x86_64-ostest \
--mac=00:11:22:33:44:55 \
--power-type=ipmitool \
--power-user=IPMI_USERNAME \
--power-pass=IPMI_PASS \
--power-address=IPMI_IP_ADDR \
--ip-address=SYSTEM_IP_ADDRESS \
--subnet=SYSTEM_SUBNET \
--kopts="netcfg/choose_interface=auto netcfg/dhcp_timeout=60 auto=true
priority=critical"

Adding systems automatically

cobbler-enlist

d-i preseed/early_command string anna-install cobbler-enlist-udeb
d-i cobbler-enlist/cobbler-server-address http://IP/cobbler_api
d-i cobbler-enlist/cobbler-server-username cobbler
d-i cobbler-enlist/cobbler-server-password password
d-i cobbler-enlist/host-name some-host
d-i cobbler-enlist/host-profile 
d-i cobbler-enlist/warning-note note

Reinstall a machine

cobbler sync
cobbler system edit --netboot-enabled=Y --name=baremetal1
cobbler system reboot --name=baremetal1

Thanks!

Slides are available at https://github.com/openstack-ci/publications in the tutorial folder.

OpenStack Overview

Overview

Anti-overview

Getting Started With Devstack

Installing a Cloud using Devstack

Step One

NOT YOUR LAPTOP

NOT YOUR LAPTOP

NOT YOUR LAPTOP

Get devstack

Customizing Devstack

Fix Swap

Run devstack

And now we wait

OpenStack Overview

Projects

Libraries

Tools

Release Management

Who is Running It?

ALSO

Development Process Overview

Vision

Consistent Tooling

Development Infrastructure Systems

Environment

Gated Trunk

Everything Is Automated

Process Flow

Gerrit

Pre-merge Check

Approved Reviews

Types of Jenkins Gerrit Triggers

OpenID SSO Integration

Bug Integration - Gerrit

Bug Integration - Launchpad

Blueprints - Gerrit

Blueprints - Launchpad

Blueprints - Gerrit Topics

Git Review

Types of Tests

Virtual Integration Tests

Getting Started With Developing

Add your blog to OpenStack Planet

tox

Doing something more useful

Now We Have a Cloud!

Keystone

Keystone: Authentication

Keystone: Service Catalog

Nova

Nova API

Nova Compute

Nova Network

Nova Volume

Glance

Now What?

screen refresher

Client Access

debug info

Images in Glance

Security Groups (extension)

Keypairs (extension)

Flavors

Boot an Instance

Add an IP

Volumes

Hacking Code

Simulated Production

Bare Metal Process

Test Process Improved

Cobbler

Ubuntu Orchestra

Walkthrough

Install Orchestra

Configure dnsmasq

Cloud Init Script

Add Profile

Add machines manually

Adding systems automatically