OpenCrowbar Design Principles: The Ops Challenge [Series 2 of 6]

This is part 2 of 6 in a series discussing the principles behind the “ready state” and other concepts implemented in OpenCrowbar.  The content is reposted from the OpenCrowbar docs repo.

The operations challenge

A deployment framework is key to solving the problems of deploying, configuring, and scaling open source clusters for cloud computing.

2012-09-21_13-51-00_331Deploying an open source cloud can be a complex undertaking. Manual processes, can take days or even weeks working to get a cloud fully operational. Even then, a cloud is never static, in the real world cloud solutions are constantly on an upgrade or improvement path. There is continuous need to deploy new servers, add management capabilities, and track the upstream releases, while keeping the cloud running, and providing reliable services to end users. Service continuity requirements dictate a need for automation and orchestration. There is no other way to reduce the cost while improving the uptime reliability of a cloud.

These were among the challenges that drove the development of the OpenCrowbar software framework from it’s roots as an OpenStack installer into a much broader orchestration tool. Because of this evolution, OpenCrowbar has a number of architectural features to address these challenges:

  • Abstraction Around OrchestrationOpenCrowbar is designed to simplify the operations of large scale cloud infrastructure by providing a higher level abstraction on top of existing configuration management and orchestration tools based on a layered deployment model.
  • Web ArchitectureOpenCrowbar is implemented as a web application server, with a full user interface and a predictable and consistent REST API.
  • Platform Agnostic ImplementationOpenCrowbar is designed to be platform and operating system agnostic. It supports discovery and provisioning from a bare metal state, including hardware configuration, updating and configuring BIOS and BMC boards, and operating system installation. Multiple operating systems and heterogeneous operating systems are supported. OpenCrowbar enables use of time-honored tools, industry standard tools, and any form of scriptable facility to perform its state transition operations.
  • Modular ArchitectureOpenCrowbar is designed around modular plug-ins called Barclamps. Barclamps allow for extensibility and customization while encapsulating layers of deployment in manageable units.
  • State Transition Management EngineThe core of OpenCrowbar is based on a state machine (we call it the Annealer) that tracks nodes, roles, and their relationships in groups called deployments. The state machine is responsible for analyzing dependencies and scheduling state transition operations (transitions).
  • Data modelOpenCrowbar uses a dedicated database to track system state and data. As discovery and deployment progresses, system data is collected and made available to other components in the system. Individual components can access and update this data, reducing dependencies through a combination of deferred binding and runtime attribute injection.
  • Network AbstractionOpenCrowbar is designed to support a flexible network abstraction, where physical interfaces, BMC’s, VLANS, binding, teaming, and other low level features are mapped to logical conduits, which can be referenced by other components. Networking configurations can be created dynamically to adapt to changing infrastructure.

Continue Reading > post 3

OpenCrowbar Multi-OS deploy from Docker Admin

Last week I talked about OpenCrowbar reaching a critical milestone and this week I’ve posted two videos demonstrating how the new capabilities work.

annealingThe first video highlights the substantial improvements we’ve made testing and developing OpenCrowbar.  By using Docker containers, OpenCrowbar is fast and reliable to setup and test.  We’ve dramatically streamlined the development environment and consolidated the whole code base into logical groups with logical names.

The second video shows off the OpenCrowbar doing it’s deployment work (including setting up Docker nodes!).  This demonstration goes through the new node discovery and install process.  The new annealing process is very transparent and gives clear and immediate feedback about the entire discovery and provisioning process.  I also show how to configure networks (IPv4 and IPv6) and choose which operating system gets installed.

Note: In the videos, I demonstrate using our Docker install process.  Part of moving from Crowbar v2 (in the original Crowbar repo) to OpenCrowbar was so that we could also organize the code for an RPM install.  In either install process, OpenCrowbar no longer uses bloated ISOs with all components pre-cached so you must be connected to the Internet to complete the installation.

OpenCrowbar reaches critical milestone – boot, discover and forge on!

OpenCrowbarWe started the Crowbar project because we needed to make OpenStack deployments to be fast, repeatable and sharable.  We wanted a tool that looked at deployments as a system and integrated with our customers’ operations environment.  Crowbar was born as an MVP and quickly grew into a more dynamic tool that could deploy OpenStack, Hadoop, Ceph and other applications, but most critically we recognized that our knowledge gaps where substantial and we wanted to collaborate with others on the learning.  The result of that learning was a rearchitecture effort that we started at OSCON in 2012.

After nearly two years, I’m proud to show off the framework that we’ve built: OpenCrowbar addresses the limitations of Crowbar 1.x and adds critical new capabilities.

So what’s in OpenCrowbar?  Pretty much what we targeted at the launch and we’ve added some wonderful surprises too:

  • Heterogeneous Operating Systems – chose which operating system you want to install on the target servers.
  • CMDB Flexibility – don’t be locked in to a devops toolset.  Attribute injection allows clean abstraction boundaries so you can use multiple tools (Chef and Puppet, playing together).
  • Ops Annealer –the orchestration at Crowbar’s heart combines the best of directed graphs with late binding and parallel execution.  We believe annealing is the key ingredient for repeatable and OpenOps shared code upgrades
  • Upstream Friendly – infrastructure as code works best as a community practice and Crowbar use upstream code without injecting “crowbarisms” that were previously required.  So you can share your learning with the broader DevOps community even if they don’t use Crowbar.
  • Node Discovery (or not) – Crowbar maintains the same proven discovery image based approach that we used before, but we’ve streamlined and expanded it.  You can use Crowbar’s API outside of the PXE discovery system to accommodate Docker containers, existing systems and VMs.
  • Hardware Configuration – Crowbar maintains the same optional hardware neutral approach to RAID and BIOS configuration.  Configuring hardware with repeatability is difficult and requires much iterative testing.  While our approach is open and generic, my team at Dell works hard to validate a on specific set of gear: it’s impossible to make statements beyond that test matrix.
  • Network Abstraction – Crowbar dramatically extended our DevOps network abstraction.  We’ve learned that a networking is the key to success for deployment and upgrade so we’ve made Crowbar networking flexible and concise.  Crowbar networking works with attribute injection so that you can avoid hardwiring networking into DevOps scripts.
  • Out of band control – when the Annealer hands off work, Crowbar gives the worker implementation flexibility to do it on the node (using SSH) or remotely (using an API).  Making agents optional means allows operators and developers make the best choices for the actions that they need to take.
  • Technical Debt Paydown – We’ve also updated the Crowbar infrastructure to use the latest libraries like Ruby 2, Rails 4, Chef 11.  Even more importantly, we’re dramatically simplified the code structure including in repo documentation and a Docker based developer environment that makes building a working Crowbar environment fast and repeatable.

Why change to OpenCrowbar?  This new generation of Crowbar is structurally different from Crowbar 1 and we’ve investing substantially in refactoring the tooling, paying down technical debt and cleanup up documentation.  Since Crowbar 1 is still being actively developed, splitting the repositories allow both versions to progress with less confusion.  The majority of the principles and deployment code is very similar, I think of Crowbar as a single community.

Interested?  Our new Docker Admin node is quick to setup and can boot and manage both virtual and physical nodes.