Configuring OpenStack SDK Applications

Environment Variables

openstacksdk honors all of the normal OS_* variables. It does not provide backwards compatibility to service-specific variables such as NOVA_USERNAME.

If you have OpenStack environment variables set, openstacksdk will produce a cloud config object named envvars containing your values from the environment. If you don’t like the name envvars, that’s ok, you can override it by setting OS_CLOUD_NAME.

Service specific settings, like the nova service type, are set with the default service type as a prefix. For instance, to set a special service_type for trove set

export OS_DATABASE_SERVICE_TYPE=rax:database

Config Files

openstacksdk will look for a file called clouds.yaml in the following locations:

  • . (the current directory)

  • $HOME/.config/openstack

  • /etc/openstack

The first file found wins.

You can also set the environment variable OS_CLIENT_CONFIG_FILE to an absolute path of a file to look for and that location will be inserted at the front of the file search list.

The keys are all of the keys you’d expect from OS_* - except lower case and without the OS prefix. So, region name is set with region_name.

Service specific settings, like the nova service type, are set with the default service type as a prefix. For instance, to set a special service_type for trove (because you’re using Rackspace) set:

database_service_type: 'rax:database'

Site Specific File Locations

In addition to ~/.config/openstack and /etc/openstack - some platforms have other locations they like to put things. openstacksdk will also look in an OS specific config dir

  • USER_CONFIG_DIR

  • SITE_CONFIG_DIR

USER_CONFIG_DIR is different on Linux, OSX and Windows.

  • Linux: ~/.config/openstack

  • OSX: ~/Library/Application Support/openstack

  • Windows: C:\Users\USERNAME\AppData\Local\OpenStack\openstack

SITE_CONFIG_DIR is different on Linux, OSX and Windows.

  • Linux: /etc/openstack

  • OSX: /Library/Application Support/openstack

  • Windows: C:\ProgramData\OpenStack\openstack

An example config file is probably helpful:

clouds:
  mtvexx:
    profile: https://vexxhost.com
    auth:
      username: mordred@inaugust.com
      password: XXXXXXXXX
      project_name: mordred@inaugust.com
    region_name: ca-ymq-1
    dns_api_version: 1
  mordred:
    region_name: RegionOne
    auth:
      username: 'mordred'
      password: XXXXXXX
      project_name: 'shade'
      auth_url: 'https://montytaylor-sjc.openstack.blueboxgrid.com:5001/v2.0'
  infra:
    profile: rackspace
    auth:
      username: openstackci
      password: XXXXXXXX
      project_id: 610275
    regions:
    - DFW
    - ORD
    - IAD

You may note a few things. First, since auth_url settings are silly and embarrassingly ugly, known cloud vendor profile information is included and may be referenced by name or by base URL to the cloud in question if the cloud serves a vendor profile. One of the benefits of that is that auth_url isn’t the only thing the vendor defaults contain. For instance, since Rackspace lists rax:database as the service type for trove, openstacksdk knows that so that you don’t have to. In case the cloud vendor profile is not available, you can provide one called clouds-public.yaml, following the same location rules previously mentioned for the config files.

regions can be a list of regions. When you call get_all_clouds, you’ll get a cloud config object for each cloud/region combo.

As seen with dns_service_type, any setting that makes sense to be per-service, like service_type or endpoint or api_version can be set by prefixing the setting with the default service type. That might strike you funny when setting service_type and it does me too - but that’s just the world we live in.

Auth Settings

Keystone has auth plugins - which means it’s not possible to know ahead of time which auth settings are needed. openstacksdk sets the default plugin type to password, which is what things all were before plugins came about. In order to facilitate validation of values, all of the parameters that exist as a result of a chosen plugin need to go into the auth dict. For password auth, this includes auth_url, username and password as well as anything related to domains, projects and trusts.

Splitting Secrets

In some scenarios, such as configuration management controlled environments, it might be easier to have secrets in one file and non-secrets in another. This is fully supported via an optional file secure.yaml which follows all the same location rules as clouds.yaml. It can contain anything you put in clouds.yaml and will take precedence over anything in the clouds.yaml file.

# clouds.yaml
clouds:
  internap:
    profile: internap
    auth:
      username: api-55f9a00fb2619
      project_name: inap-17037
    regions:
    - ams01
    - nyj01
# secure.yaml
clouds:
  internap:
    auth:
      password: XXXXXXXXXXXXXXXXX

SSL Settings

When the access to a cloud is done via a secure connection, openstacksdk will always verify the SSL cert by default. This can be disabled by setting verify to False. In case the cert is signed by an unknown CA, a specific cacert can be provided via cacert. WARNING: verify will always have precedence over cacert, so when setting a CA cert but disabling verify, the cloud cert will never be validated.

Client certs are also configurable. cert will be the client cert file location. In case the cert key is not included within the client cert file, its file location needs to be set via key.

# clouds.yaml
clouds:
  regular-secure-cloud:
    auth:
      auth_url: https://signed.cert.domain:5000
      ...
  unknown-ca-with-client-cert-secure-cloud:
    auth:
      auth_url: https://unknown.ca.but.secure.domain:5000
      ...
    key: /home/myhome/client-cert.key
    cert: /home/myhome/client-cert.crt
    cacert: /home/myhome/ca.crt
  self-signed-insecure-cloud:
    auth:
      auth_url: https://self.signed.cert.domain:5000
      ...
    verify: False

Note for parity with openstack command-line options the insecure boolean is also recognised (with the opposite semantics to verify; i.e. True ignores certificate failures). This should be considered deprecated for verify.

Cache Settings

Changed in version 1.0.0: Previously, caching was managed exclusively in the cloud layer. Starting in openstacksdk 1.0.0, caching is moved to the proxy layer. As the cloud layer depends on the proxy layer in 1.0.0, this means both layers can benefit from the cache.

Authenticating and accessing resources on a cloud is often expensive. It is therefore quite common that applications will wish to do some client-side caching of both credentials and cloud resources. To facilitate this, openstacksdk supports caching credentials and resources using the system keyring and dogpile.cache, respectively.

Tip

It is important to emphasise that openstacksdk does not actually cache anything itself. Rather, it collects and presents the cache information so that your various applications that are connecting to OpenStack can share a cache should you desire. It is important that your cache backend is correctly configured according to the needs of your application.

Caching in enabled or disabled globally, rather than on a cloud-by-cloud basis. This is done by setting configuring the``cache`` top-level key. Caching of authentication tokens can be configured using the following settings:

cache.auth

A boolean indicating whether tokens should be cached in the keyring. When enabled, this allows the consequent connections to the same cloud to skip fetching new token. When the token expires or is invalidated, openstacksdk will automatically establish a new connection. Defaults to false.

For example, to configure caching of authentication tokens.

cache:
  auth: true

Caching of resources can be configured using the following settings:

cache.expiration_time

The expiration time in seconds for a cache entry. This should be an integer. Defaults to 0.

cache.class

The cache backend to use, which can include any backend supported by dogpile.cache natively as well as backend provided by third-part packages. This should be a string. Defaults to dogpile.cache.memory.

cache.arguments

A mapping of arbitrary arguments to pass into the cache backend. These are backend specific. Keys should correspond to a configuration option for the configured cache backend. Defaults to {}.

cache.expirations

A mapping of resource types to expiration times. The keys should be specified in the same way as the metrics are emitted, by joining meaningful resource URL segments with .. For example, both /servers and /servers/ID should be specified as servers, while /servers/ID/metadata/KEY should be specified as server.metadata. Values should be an expiration time in seconds. A value of -1 indicates that the cache should never expire, while a value of 0 disables caching for the resource. Defaults to {}

For example, to configure caching with the dogpile.cache.memory backend with a 1 hour expiration.

cache:
  expiration_time: 3600

To configure caching with the dogpile.cache.memory backend with a 1 hour expiration but only for requests to the OpenStack Compute service’s /servers API:

cache:
  expirations:
    servers: 3600

To configure caching with the dogpile.cache.pylibmc backend with a 1 hour expiration time and a memcached server running on your localhost.

cache:
  expiration_time: 3600
  arguments:
    url:
    - 127.0.0.1

To configure caching with the dogpile.cache.pylibmc backend with a 1 hour expiration time, a memcached server running on your localhost, and multiple per-resource cache expiration times.

cache:
  class: dogpile.cache.pylibmc
  expiration_time: 3600
  arguments:
    url:
      - 127.0.0.1
  expiration:
    server: 5
    flavor: -1
    compute.servers: 5
    compute.flavors: -1
    image.images: 5

Finally, if the cache key is undefined, a null cache is enabled meaning caching is effectively disabled.

Note

Non GET requests cause cache invalidation based on the caching key prefix. This means that, for example, a PUT request to /images/ID will invalidate all images cache (list and all individual entries). Moreover it is possible to explicitly pass the skip_cache parameter to the proxy._get function to bypass cache and invalidate what is already there. This is happening automatically in the wait_for_status methods where it is expected that resource will change some of the attributes over the time. Forcing complete cache invalidation can be achieved calling conn._cache.invalidate

MFA Support

MFA support requires a specially prepared configuration file. In this case a combination of two different authorization plugins is used with their individual requirements to the specified parameters.

clouds:
  mfa:
    auth_type: "v3multifactor"
    auth_methods:
      - v3password
      - v3totp
    auth:
      auth_url: https://identity.cloud.com
      username: user
      user_id: uid
      password: XXXXXXXXX
      project_name: project
      user_domain_name: udn
      project_domain_name: pdn

IPv6

IPv6 is the future, and you should always use it if your cloud supports it and if your local network supports it. Both of those are easily detectable and all friendly software should do the right thing.

However, sometimes a cloud API may return IPv6 information that is not useful to a production deployment. For example, the API may provide an IPv6 address for a server, but not provide that to the host instance via metadata (configdrive) or standard IPv6 autoconfiguration methods (i.e. the host either needs to make a bespoke API call, or otherwise statically configure itself).

For such situations, you can set the force_ipv4, or OS_FORCE_IPV4 boolean environment variable. For example:

clouds:
  mtvexx:
    profile: vexxhost
    auth:
      username: mordred@inaugust.com
      password: XXXXXXXXX
      project_name: mordred@inaugust.com
    region_name: ca-ymq-1
    dns_api_version: 1
  monty:
    profile: fooprovider
    force_ipv4: true
    auth:
      username: mordred@inaugust.com
      password: XXXXXXXXX
      project_name: mordred@inaugust.com
    region_name: RegionFoo

The above snippet will tell client programs to prefer the IPv4 address and leave the public_v6 field of the Server object blank for the fooprovider cloud . You can also set this with a client flag for all clouds:

client:
  force_ipv4: true

Per-region settings

Sometimes you have a cloud provider that has config that is common to the cloud, but also with some things you might want to express on a per-region basis. For instance, Internap provides a public and private network specific to the user in each region, and putting the values of those networks into config can make consuming programs more efficient.

To support this, the region list can actually be a list of dicts, and any setting that can be set at the cloud level can be overridden for that region.

clouds:
  internap:
    profile: internap
    auth:
      password: XXXXXXXXXXXXXXXXX
      username: api-55f9a00fb2619
      project_name: inap-17037
    regions:
    - name: ams01
      values:
        networks:
        - name: inap-17037-WAN1654
          routes_externally: true
        - name: inap-17037-LAN6745
    - name: nyj01
      values:
        networks:
        - name: inap-17037-WAN1654
          routes_externally: true
        - name: inap-17037-LAN6745

Setting Precedence

Some settings are redundant, e.g. project-name and project-id both specify the project. In a conflict between redundant settings, the _name clouds.yaml option (or equivalent -name CLI option and _NAME environment variable) will be used.

Some environment variables or commandline flags can override the settings from clouds.yaml. These are:

  • --domain-id (OS_DOMAIN_ID)

  • --domain-name (OS_DOMAIN_NAME)

  • --user-domain-id (OS_USER_DOMAIN_ID)

  • --user-domain-name (OS_USER_DOMAIN_NAME)

  • --project-domain-id (OS_PROJECT_DOMAIN_ID)

  • --project-domain-name (OS_PROJECT_DOMAIN_NAME)

  • --auth-token (OS_AUTH_TOKEN)

  • --project-id (OS_PROJECT_ID)

  • --project-name (OS_PROJECT_NAME)

  • --tenant-id (OS_TENANT_ID) (deprecated for --project-id)

  • --tenant-name (OS_TENANT_NAME) (deprecated for --project-name)

Similarly, if one of the above settings is specified in clouds.yaml as part of the auth section as well as the main section, the auth settings will be overridden. For example in this config section, note that project is specified multiple times:

clouds:
  mtvexx:
    profile: https://vexxhost.com
    auth:
      username: mordred@inaugust.com
      password: XXXXXXXXX
      project_name: mylessfavoriteproject
      project_id: 0bedab75-898c-4521-a038-0b4b71c41bed
    region_name: ca-ymq-1
    project_name: myfavoriteproject
    project_id: 2acf9403-25e8-479e-a3c6-d67540c424a4

In the above example, the project_id configuration values will be ignored in favor of the project_name configuration values, and the higher-level project will be chosen over the auth-specified project. So the actual project used will be `myfavoriteproject`.