Merge "doc: migrate from README.rst to Sphinx"
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README.rst
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README.rst
@ -15,531 +15,9 @@ The TripleO project also develops elements that can be used to deploy
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OpenStack itself. These live in the TripleO elements repository
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(https://git.openstack.org/cgit/openstack/tripleo-image-elements).
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What tools are there?
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---------------------
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Online documentation:
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* disk-image-create [-a i386|amd64|armhf] -o filename {element} [{element} ...]
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Create an image of element {element}, optionally mixing in other elements.
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Element dependencies are automatically included. Support for other
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architectures depends on your environment being able to run binaries of that
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platform. For instance, to enable armhf on Ubuntu install the qemu-user-static
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package. The default output format from disk-image-create is qcow2. To instead
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output a tarball pass in "-t tar". This tarball could then be used as an image
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for a linux container(see docs/docker.md).
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* ramdisk-image-create -o filename {element} [{element} ...] : Create a kernel+
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ramdisk pair for running maintenance on bare metal machines (deployment,
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inventory, burnin etc).
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To generate kernel+ramdisk pair for use with nova-baremetal, use
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ramdisk-image-create -o deploy.ramdisk deploy-baremetal
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To generate kernel+ramdisk pair for use with ironic, use
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ramdisk-image-create -o deploy.ramdisk deploy-ironic
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* elements can be found in the top level elements directory.
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* element-info : Extract information about elements.
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* tests/run_functests.sh
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This runs a set of functional tests for diskimage-builder.
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Why?
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----
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Automation: While users and operators can manually script or put together ram
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disks and disk images, mature automation makes customisation and testing easier.
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Installation
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============
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* Clone the repository locally, then add bin to your path.
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* Make sure you have qemu-img (qemu-utils package on Ubuntu/Debian,
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qemu on Fedora/RHEL/openSUSE) and kpartx installed.
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Invocation
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==========
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The scripts can generally just be run. Options can be set on the command line
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or by exporting variables to override those present in lib/img-defaults. -h to
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get help.
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The image building scripts expect to be able to invoke commands with sudo, so if you
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want them to run non-interactively, you should either run them as root, with
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sudo -E, or allow your build user to run any sudo command without password.
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Using the variable ELEMENTS\_PATH will allow to specify multiple elements locations.
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It's a colon (:) separated path list, and it will work in a first path/element found,
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first served approach. The included elements tree is used when no path is supplied,
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and is added to the end of the path if a path is supplied.
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By default, the image building scripts will not overwrite existing disk images,
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allowing you to compare the newly built image with the existing one. To change
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that behaviour, set the variable OVERWRITE\_OLD\_IMAGE to any value that isn't
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0.
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Requirements
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||||
============
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If you have 4GB of available physical RAM\*, or more, diskimage-builder will
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create a tmpfs mount to build the image in. This will improve image build time
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by building in RAM. This can be disabled completely by passing --no-tmpfs to
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disk-image-create. ramdisk-image-create builds a regular image and then within
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that does ramdisk creation. If tmpfs is not used, you will need enough room in
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/tmp to store two uncompressed cloud images. If you do have tmpfs, you will
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still need /tmp space for one uncompressed cloud image and about 20% of that
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for working files.
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\* As reported by /proc/meminfo MemTotal
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Caches and offline mode
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=======================
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Since retrieving and transforming operating system image files, git
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repositories, Python or Ruby packages, and so on can be a significant
|
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overhead, we cache many of the inputs to the build process. The cache
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location is read from DIB\_IMAGE\_CACHE. `Writing an element`_
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describes the interface within disk-image-builder for caching. When
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invoking disk-image-builder, the ``--offline`` option will instruct
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disk-image-builder to not refresh cached resources.
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Note that we don't maintain operating system package caches, instead
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depending on your local infrastructure (e.g. Squid cache, or an APT or
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Yum proxy) to facilitate caching of that layer, so you need to arrange
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independently for offline mode. For more information about setting up
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a squid proxy, consult the [TripleO
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documentation](http://docs.openstack.org/developer/tripleo-incubator/devtest_setup.html#f3).
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Base images
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-----------
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These are cached by the standard elements - fedora, redhat, ubuntu,
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debian and opensuse.
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source-repositories
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-------------------
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Git repositories and tarballs obtained via the source-repositories element will
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be cached.
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Install Types
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-------------
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Install types permit elements to be installed from different sources, such as
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git repositories, distribution packages, or pip. The default install type
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is 'source' but it can be modified on the disk-image-create command line
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via the --install-type option. For example you can set:
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--install-type=package
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to enable package installs by default. Alternately, you can also
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set DIB\_DEFAULT\_INSTALLTYPE.
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Many elements expose different install types. The different implementations
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live under `<install-dir-prefix>-<install-type>-install` directories under an
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element's install.d. The base element enables the chosen install type by
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symlinking the correct hook scripts under install.d directly.
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`<install-dir-prefix>` can be a string of alphanumeric and '-' characters, but
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typically corresponds to the element name.
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For example, the nova element would provide:
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nova/install.d/nova-package-install/74-nova
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nova/install.d/nova-source-install/74-nova
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The following symlink would be created for the package install type:
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install.d/74-nova -> nova-package-install/74-nova
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Or, for the source install type:
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install.d/74-nova -> nova-source-install/74-nova
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All other scripts that exist under install.d for an element will be executed as
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normal. This allows common install code to live in a script under install.d.
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To set the install type for an element define an environment variable
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`DIB_INSTALLTYPE_<install_dir_prefx>`. Note that if you used `-` characters in
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your install directory prefix, those need to be replaced with `_` in the
|
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environment variable.
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|
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For example, to enable the package install type for the set of nova elements
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that use `nova` as the install type prefix, define the following:
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export DIB_INSTALLTYPE_nova=package
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C and C++ compilation
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||||
---------------------
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Ccache is configured by the base element. Any compilation that honours ccache
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will be cached.
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||||
PyPI
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||||
----
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The pypi element will bind mount a PyPI mirror from the cache dir and configure
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pip and easy-install to use it.
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Design
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||||
======
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||||
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Images are built using a chroot and bind mounted /proc /sys and /dev. The goal
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of the image building process is to produce blank slate machines that have all
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the necessary bits to fulfill a specific purpose in the running of an OpenStack
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cloud: e.g. a nova-compute node. Images produce either a filesystem image with
|
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a label of cloudimg-rootfs, or can be customised to produce whole disk images
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(but will still contain a filesystem labelled cloudimg-rootfs). Once the file
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||||
system tree is assembled a loopback device with filesystem (or partition table
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and file system) is created and the tree copied into it. The file system
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created is an ext4 filesystem just large enough to hold the file system tree
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||||
and can be resized up to 1PB in size.
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||||
An element is a particular set of code that alters how the image is built, or
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runs within the chroot to prepare the image. E.g. the local-config element
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copies in the http proxy and ssh keys of the user running the image build
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process into the image, whereas the vm element makes the image build a regular
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VM image with partition table and installed grub boot sector. The mellanox
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element adds support for mellanox infiniband hardware to both the deploy
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ramdisk and the built images.
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Images must specify a base distribution image element. Currently base
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distribution elements exist for fedora, rhel, ubuntu, debian and
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opensuse. Other distributions may be added in future, the
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||||
infrastructure deliberately makes few assumptions about the exact
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operating system in use. The base image has opensshd running (a new
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key generated on first boot) and accepts keys via the cloud metadata
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service, loading them into the distribution specific default user
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account.
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||||
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||||
The goal of a built image is to have any global configuration ready to roll,
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but nothing that ties it to a specific cloud instance: images should be able to
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be dropped into a test cloud and validated, and then deployed into a production
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cloud (usually via bare metal nova) for production use. As such, the image
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contents can be modelled as three distinct portions:
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- global content: the actual code, kernel, always-applicable config (like
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disabling password authentication to sshd).
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||||
- metadata / config management provided configuration: user ssh keys, network
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address and routes, configuration management server location and public key,
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credentials to access other servers in the cloud. These are typically
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refreshed on every boot.
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||||
- persistent state: sshd server key, database contents, swift storage areas,
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nova instance disk images, disk image cache. These would typically be stored
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on a dedicated partition and not overwritten when re-deploying the image.
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||||
The goal of the image building tools is to create machine images that contain
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the correct global content and are ready for 'last-mile' configuration by the
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nova metadata API, after which a configuration management system can take over
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(until the next deploy, when it all starts over from scratch).
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Existing elements
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||||
-----------------
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||||
Elements are found in the subdirectory elements. Each element is in a directory
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named after the element itself. Elements *should* have a README.md in the root
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of the element directory describing what it is for.
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||||
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||||
Writing an element
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||||
------------------
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||||
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||||
Conform to the following conventions:
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||||
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||||
* Use the environment for overridable defaults, prefixing environment variable
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||||
names with "DIB\_". For example: DIB\_MYDEFAULT=${DIB\_MYDEFAULT:-default}
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||||
If you do not use the DIB\_ prefix you may find that your overrides are
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||||
discarded as the build environment is sanitised.
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||||
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||||
* Consider that your element co-exists with many others and try to guard
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||||
against undefined behaviours. Some examples:
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||||
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||||
* Two elements use the source-repositories element, but use the same filename
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||||
for the source-repositories config file. Files such as these (and indeed the
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||||
scripts in the various .d directories listed below) should be named such
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||||
that they are unique. If they are not unique, when the combined tree is
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||||
created by disk-image-builder for injecting into the build environment, one
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||||
of the files will be overwritten.
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||||
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||||
* Two elements copy different scripts into /usr/local/bin with the same name.
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||||
If they both use set -e and cp -n then the conflict will be caught and cause
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||||
the build to fail.
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||||
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||||
* If your element mounts anything into the image build tree ($TMP\_BUILD\_DIR)
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||||
then it will be automatically unmounted when the build tree is unmounted -
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||||
and not remounted into the filesystem image - if the mount point is needed
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||||
again, your element will need to remount it at that point.
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||||
|
||||
* If caching is required, elements should use a location under
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||||
$DIB\_IMAGE\_CACHE.
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||||
|
||||
* Elements should allow for remote data to be cached. When
|
||||
$DIB\_OFFLINE is set, this cached data should be used if
|
||||
possible. See the *Global image-build variables* section of this
|
||||
document for more information.
|
||||
|
||||
### Phase Subdirectories ###
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||||
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||||
Make as many of the following subdirectories as you need, depending on what
|
||||
part of the process you need to customise. The subdirectories are executed in
|
||||
the order given here. Scripts within the subdirectories should be named with a
|
||||
two-digit numeric prefix, and are executed in numeric order.
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||||
|
||||
* root.d: Create or adapt the initial root filesystem content. This is where
|
||||
alternative distribution support is added, or customisations such as
|
||||
building on an existing image.
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||||
|
||||
Only one element can use this at a time unless particular care is taken not
|
||||
to blindly overwrite but instead to adapt the context extracted by other
|
||||
elements.
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||||
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||||
* runs: outside chroot
|
||||
* inputs: $ARCH=i386|amd64|armhf $TARGET\_ROOT=/path/to/target/workarea
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||||
|
||||
* extra-data.d: pull in extra data from the host environment that hooks may
|
||||
need during image creation. This should copy any data (such as SSH keys,
|
||||
http proxy settings and the like) somewhere under $TMP\_HOOKS\_PATH.
|
||||
|
||||
* runs: outside chroot
|
||||
* inputs: $TMP\_HOOKS\_PATH
|
||||
* outputs: None
|
||||
|
||||
* pre-install.d: Run code in the chroot before customisation or packages are
|
||||
installed. A good place to add apt repositories.
|
||||
|
||||
* runs: in chroot
|
||||
|
||||
* install.d: Runs after pre-install.d in the chroot. This is a good place to
|
||||
install packages, chain into configuration management tools or do other
|
||||
image specific operations.
|
||||
|
||||
* runs: in chroot
|
||||
|
||||
* post-install.d: Run code in the chroot. This is a good place to perform
|
||||
tasks you want to handle after the OS/application install but before the
|
||||
first boot of the image. Some examples of use would be: Run chkconfig
|
||||
to disable unneeded services and clean the cache left by the package
|
||||
manager to reduce the size of the image.
|
||||
|
||||
* runs: in chroot
|
||||
|
||||
* block-device.d: customise the block device that the image will be made on
|
||||
(e.g. to make partitions). Runs after the target tree has been fully
|
||||
populated but before the cleanup hook runs.
|
||||
|
||||
* runs: outside chroot
|
||||
* inputs: $IMAGE\_BLOCK\_DEVICE={path} $TARGET\_ROOT={path}
|
||||
* outputs: $IMAGE\_BLOCK\_DEVICE={path}
|
||||
|
||||
* finalise.d: Perform final tuning of the root filesystem. Runs in a chroot
|
||||
after the root filesystem content has been copied into the mounted
|
||||
filesystem: this is an appropriate place to reset SELinux metadata, install
|
||||
grub bootloaders and so on. Because this happens inside the final image, it
|
||||
is important to limit operations here to only those necessary to affect the
|
||||
filesystem metadata and image itself. For most operations, post-install.d
|
||||
is preferred.
|
||||
|
||||
* runs: in chroot
|
||||
|
||||
* cleanup.d: Perform cleanup of the root filesystem content. For
|
||||
instance, temporary settings to use the image build environment HTTP proxy
|
||||
are removed here in the dpkg element.
|
||||
|
||||
* runs: outside chroot
|
||||
* inputs: $ARCH=i386|amd64|armhf $TARGET\_ROOT=/path/to/target/workarea
|
||||
|
||||
Other Subdirectories
|
||||
^^^^^^^^^^^^^^^^^^^^
|
||||
|
||||
Elements may have other subdirectories that are processed by specific elements
|
||||
rather than the diskimage-builder tools themselves.
|
||||
|
||||
One example of this is the ``bin`` directory. The ``rpm-distro``, ``dpkg`` and
|
||||
``opensuse`` elements install all files found in the ``bin`` directory into
|
||||
``/usr/local/bin`` within the image as executable files.
|
||||
|
||||
Environment Variables
|
||||
^^^^^^^^^^^^^^^^^^^^^
|
||||
|
||||
To set environment variables for other hooks, add a file to environment.d.
|
||||
This directory contains bash script snippets that are sourced before running
|
||||
scripts in each phase.
|
||||
|
||||
DIB exposes an internal IMAGE\_ELEMENT variable which provides elements access
|
||||
to the full set of elements that are included in the image build. This can
|
||||
be used to process local in-element files across all the elements
|
||||
(pkg-map for example).
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
Each element can use the following files to define or affect dependencies:
|
||||
|
||||
* element-deps: a plain text, newline separated list of elements which will
|
||||
be added to the list of elements built into the image at image creation time.
|
||||
|
||||
* element-provides: A plain text, newline separated list of elements which
|
||||
are provided by this element. These elements will be excluded from elements
|
||||
built into the image at image creation time. For example if element A depends
|
||||
on element B and element C includes element B in its "element-provides"
|
||||
file and A and C are included when building an image, then B is not used.
|
||||
|
||||
|
||||
|
||||
Ramdisk Elements
|
||||
^^^^^^^^^^^^^^^^
|
||||
|
||||
Ramdisk elements support the following files in their element directories:
|
||||
|
||||
* binary-deps.d : text files listing executables required to be fed into the
|
||||
ramdisk. These need to be present in $PATH in the build chroot (i.e. need to
|
||||
be installed by your elements as described above).
|
||||
|
||||
* init.d : POSIX shell script fragments that will be appended to the default
|
||||
script executed as the ramdisk is booted (/init).
|
||||
|
||||
* ramdisk-install.d : called to copy files into the ramdisk. The variable
|
||||
TMP\_MOUNT\_PATH points to the root of the tree that will be packed into
|
||||
the ramdisk.
|
||||
|
||||
* udev.d : udev rules files that will be copied into the ramdisk.
|
||||
|
||||
Element coding standard
|
||||
^^^^^^^^^^^^^^^^^^^^^^^
|
||||
|
||||
- lines should not include trailing whitespace.
|
||||
- there should be no hard tabs in the file.
|
||||
- indents are 4 spaces, and all indentation should be some multiple of
|
||||
them.
|
||||
- `do` and `then` keywords should be on the same line as the if, while or
|
||||
for conditions.
|
||||
|
||||
Global image-build variables
|
||||
----------------------------
|
||||
|
||||
* DIB\_OFFLINE : this is always set. When not empty, any operations that
|
||||
perform remote data access should avoid it if possible. If not possible
|
||||
the operation should still be attempted as the user may have an external
|
||||
cache able to keep the operation functional.
|
||||
|
||||
* DIB\_IMAGE\_ROOT\_FS\_UUID : this contains the UUID of the root fs, when
|
||||
diskimage-builder is building a disk image. This works only for ext
|
||||
filesystems.
|
||||
|
||||
* DIB\_IMAGE\_CACHE : path to where cached inputs to the build process
|
||||
are stored. Defaults to ~/.cache/image_create.
|
||||
|
||||
Structure of an element
|
||||
-----------------------
|
||||
|
||||
The above-mentioned global content can be further broken down in a way that
|
||||
encourages composition of elements and reusability of their components. One
|
||||
possible approach to this would be to label elements as either a "driver",
|
||||
"service", or "config" element. Below are some examples.
|
||||
|
||||
- Driver-specific elements should only contain the necessary bits for that
|
||||
driver:
|
||||
|
||||
elements/
|
||||
driver-mellanox/
|
||||
init - modprobe line
|
||||
install.d/
|
||||
10-mlx - package installation
|
||||
|
||||
- An element that installs and configures Nova might be a bit more complex,
|
||||
containing several scripts across several phases:
|
||||
|
||||
elements/
|
||||
service-nova/
|
||||
source-repository-nova - register a source repository
|
||||
pre-install.d/
|
||||
50-my-ppa - add a PPA
|
||||
install.d/
|
||||
10-user - common Nova user accts
|
||||
50-my-pack - install packages from my PPA
|
||||
60-nova - install nova and some dependencies
|
||||
|
||||
- In the general case, configuration should probably be handled either by the
|
||||
meta-data service (eg, o-r-c) or via normal CM tools
|
||||
(eg, salt). That being said, it may occasionally be desirable to create a
|
||||
set of elements which express a distinct configuration of the same software
|
||||
components.
|
||||
|
||||
In this way, depending on the hardware and in which availability zone it is
|
||||
to be deployed, an image would be composed of:
|
||||
|
||||
* zero or more driver-elements
|
||||
* one or more service-elements
|
||||
* zero or more config-elements
|
||||
|
||||
It should be noted that this is merely a naming convention to assist in
|
||||
managing elements. Diskimage-builder is not, and should not be, functionally
|
||||
dependent upon specific element names.
|
||||
|
||||
diskimage-builder has the ability to retrieve source code for an element and
|
||||
place it into a directory on the target image during the extra-data phase. The
|
||||
default location/branch can then be overridden by the process running
|
||||
diskimage-builder, making it possible to use the same element to track more
|
||||
then one branch of a git repository or to get source for a local cache. See
|
||||
elements/source-repositories/README.md for more information.
|
||||
|
||||
Debugging elements
|
||||
------------------
|
||||
|
||||
The build-time environment and command line arguments are captured by the
|
||||
'base' element and written to /etc/dib\_environment and /etc/dib\_arguments
|
||||
inside the image.
|
||||
|
||||
Export 'break' to drop to a shell during the image build. Break points can be
|
||||
set either before or after any of the hook points by exporting
|
||||
"break=[before|after]-hook-name". Multiple break points can be specified as a
|
||||
comma-delimited string. Some examples:
|
||||
|
||||
* break=before-block-device-size will break before the block device size hooks
|
||||
are called.
|
||||
|
||||
* break=before-pre-install will break before the pre-install hooks.
|
||||
|
||||
* break=after-error will break after an error during a in target hookpoint.
|
||||
|
||||
Images are built such that the Linux kernel is instructed not to switch into
|
||||
graphical consoles (i.e. it will not activate KMS). This maximises
|
||||
compatibility with remote console interception hardware, such as HP's iLO.
|
||||
However, you will typically only see kernel messages on the console - init
|
||||
daemons (e.g. upstart) will usually be instructed to output to a serial
|
||||
console so nova's console-log command can function. There is an element in the
|
||||
tripleo-image-elements repository called "remove-serial-console" which will
|
||||
force all boot messages to appear on the main console.
|
||||
|
||||
Ramdisk images can be debugged at run-time by passing "troubleshoot" as a
|
||||
kernel command line argument, or by pressing "t" when an error is reached. This
|
||||
will spawn a shell on the console (this can be extremely useful when network
|
||||
interfaces or disks are not detected correctly).
|
||||
|
||||
Testing Elements
|
||||
----------------
|
||||
|
||||
Elements can be tested using python. To create a test:
|
||||
|
||||
* Create a directory called 'tests' in the element directory.
|
||||
|
||||
* Create an empty file called '\_\_init\_\_.py' to make it into a python
|
||||
package.
|
||||
|
||||
* Create your test files as 'test\_whatever.py', using regular python test
|
||||
code.
|
||||
|
||||
To run all the tests use testr - `testr run`. To run just some tests provide
|
||||
one or more regex filters - tests matching any of them are run -
|
||||
`testr run apt-proxy`.
|
||||
|
||||
Third party elements
|
||||
--------------------
|
||||
|
||||
Additional elements can be incorporated by setting ELEMENTS_PATH, for example
|
||||
if one were building tripleo-images, the variable would be set like::
|
||||
|
||||
export ELEMENTS_PATH=tripleo-image-elements/elements
|
||||
disk-image-create rhel7 cinder-api
|
||||
* http://docs.openstack.org/developer/diskimage-builder/
|
||||
|
||||
Copyright
|
||||
=========
|
||||
|
@ -3,15 +3,20 @@ Caches and offline mode
|
||||
|
||||
Since retrieving and transforming operating system image files, git
|
||||
repositories, Python or Ruby packages, and so on can be a significant overhead,
|
||||
we cache many of the inputs to the build process in ~/.cache/image-create/. The
|
||||
writing an element documentation describes the interface within
|
||||
disk-image-builder for caching. When invoking disk-image-builder the --offline
|
||||
option will instruct disk-image-builder to not refresh cached resources.
|
||||
we cache many of the inputs to the build process.
|
||||
|
||||
The cache location is read from DIB\_IMAGE\_CACHE. :ref:`developing-elements`
|
||||
describes the interface within disk-image-builder for caching.
|
||||
|
||||
When invoking disk-image-builder, the ``--offline`` option will instruct
|
||||
disk-image-builder to not refresh cached resources.
|
||||
|
||||
Note that we don't maintain operating system package caches, instead depending
|
||||
on your local infrastructure (e.g. Squid cache, or an APT or Yum proxy) to
|
||||
facilitate caching of that layer, so you need to arrange independently for
|
||||
offline mode.
|
||||
offline mode. For more information about setting up a squid proxy, consult the
|
||||
`TripleO documentation
|
||||
<http://docs.openstack.org/developer/tripleo-incubator/devtest_setup.html#f3>`_.
|
||||
|
||||
Base images
|
||||
-----------
|
||||
|
@ -29,4 +29,8 @@ Components
|
||||
|
||||
Extract information about elements.
|
||||
|
||||
`tests/run_functests.sh`
|
||||
|
||||
This runs a set of functional tests for diskimage-builder.
|
||||
|
||||
elements can be found in the top level elements directory.
|
||||
|
@ -1,3 +1,5 @@
|
||||
.. _developing-elements:
|
||||
|
||||
Developing Elements
|
||||
===================
|
||||
|
||||
@ -27,6 +29,14 @@ Conform to the following conventions:
|
||||
and not remounted into the filesystem image - if the mount point is needed
|
||||
again, your element will need to remount it at that point.
|
||||
|
||||
* If caching is required, elements should use a location under
|
||||
$DIB\_IMAGE\_CACHE.
|
||||
|
||||
* Elements should allow for remote data to be cached. When
|
||||
$DIB\_OFFLINE is set, this cached data should be used if
|
||||
possible. See the *Global image-build variables* section of this
|
||||
document for more information.
|
||||
|
||||
Phase Subdirectories
|
||||
^^^^^^^^^^^^^^^^^^^^
|
||||
|
||||
@ -191,6 +201,9 @@ Global image-build variables
|
||||
diskimage-builder is building a disk image. This works only for ext
|
||||
filesystems.
|
||||
|
||||
* DIB\_IMAGE\_CACHE : path to where cached inputs to the build process
|
||||
are stored. Defaults to ~/.cache/image_create.
|
||||
|
||||
Structure of an element
|
||||
-----------------------
|
||||
|
||||
@ -315,6 +328,8 @@ one or more regex filters - tests matching any of them are run -
|
||||
Third party elements
|
||||
--------------------
|
||||
|
||||
Pending implementation. The idea is to have a search path for elements.
|
||||
|
||||
Additional elements can be incorporated by setting ELEMENTS_PATH, for example
|
||||
if one were building tripleo-images, the variable would be set like::
|
||||
|
||||
export ELEMENTS_PATH=tripleo-image-elements/elements
|
||||
disk-image-create rhel7 cinder-api
|
||||
|
Loading…
Reference in New Issue
Block a user