devstack/doc/source/configuration.rst
James Polley 5f2eb6dade Add a target for, and link to, minimal config docs
Reading through the docs for the first time, the reader encounters an
instruction to provide a minimal configuration, with a link that they'd
expect to tell them how to do this.

At present the link actually takes them to the top of
configuration.html, where they read some history about how devstack's
configuration has changed over time.

This is interesting and important and should be in the docs - but in my
opinion a link about setting up a minimal configuration would be more
useful if it takes me to a place that tells them about a minimal
configuration.

To get this, I've had to an an explicit link target into
configuration.rst. I'm not hugely keen on this approach, as I don't
think it scales well. I'd be open to suggestions about other
approaches. The only idea I've had so far though is to simply move the
minimal configuration section right to the top of the page, so that a
link to the doc is a link to the minimal config - the historical
information could be moved to its own topic somewhere further down the doc.

Change-Id: I231ca1b7f17b55f09a4e058dab8ee433893f737e
2015-03-30 17:41:25 +11:00

14 KiB

Configuration

DevStack has always tried to be mostly-functional with a minimal amount of configuration. The number of options has ballooned as projects add features, new projects added and more combinations need to be tested. Historically DevStack obtained all local configuration and customizations from a localrc file. The number of configuration variables that are simply passed-through to the individual project configuration files is also increasing. The old mechanism for this (EXTRAS_OPTS and friends) required specific code for each file and did not scale well.

In Oct 2013 a new configuration method was introduced (in review 46768) to hopefully simplify this process and meet the following goals:

  • contain all non-default local configuration in a single file
  • be backward-compatible with localrc to smooth the transition process
  • allow settings in arbitrary configuration files to be changed

local.conf

The new configuration file is local.conf and resides in the root DevStack directory like the old localrc file. It is a modified INI format file that introduces a meta-section header to carry additional information regarding the configuration files to be changed.

The new header is similar to a normal INI section header but with double brackets ([[ ... ]]) and two internal fields separated by a pipe (|):

[[ <phase> | <config-file-name> ]]

where <phase> is one of a set of phase names defined by stack.sh and <config-file-name> is the configuration filename. The filename is eval'ed in the stack.sh context so all environment variables are available and may be used. Using the project config file variables in the header is strongly suggested (see the NOVA_CONF example below). If the path of the config file does not exist it is skipped.

The defined phases are:

  • local - extracts localrc from local.conf before stackrc is sourced
  • pre-install - runs after the system packages are installed but before any of the source repositories are installed
  • install - runs immediately after the repo installations are complete
  • post-config - runs after the layer 2 services are configured and before they are started
  • extra - runs after services are started and before any files in extra.d are executed

The file is processed strictly in sequence; meta-sections may be specified more than once but if any settings are duplicated the last to appear in the file will be used.

[[post-config|$NOVA_CONF]]
[DEFAULT]
use_syslog = True

[osapi_v3]
enabled = False

A specific meta-section local|localrc is used to provide a default localrc file (actually .localrc.auto). This allows all custom settings for DevStack to be contained in a single file. If localrc exists it will be used instead to preserve backward-compatibility. More details on the contents of local.conf <local.conf> are available.

[[local|localrc]]
FIXED_RANGE=10.254.1.0/24
ADMIN_PASSWORD=speciale
LOGFILE=$DEST/logs/stack.sh.log

Note that Q_PLUGIN_CONF_FILE is unique in that it is assumed to NOT start with a / (slash) character. A slash will need to be added:

[[post-config|/$Q_PLUGIN_CONF_FILE]]

Also note that the localrc section is sourced as a shell script fragment and MUST conform to the shell requirements, specifically no whitespace around = (equals).

Minimal Configuration

While stack.sh is happy to run without a localrc section in local.conf, devlife is better when there are a few minimal variables set. This is an example of a minimal configuration that touches the values that most often need to be set.

  • no logging
  • pre-set the passwords to prevent interactive prompts
  • move network ranges away from the local network (FIXED_RANGE and FLOATING_RANGE, commented out below)
  • set the host IP if detection is unreliable (HOST_IP, commented out below)
[[local|localrc]]
ADMIN_PASSWORD=secrete
DATABASE_PASSWORD=$ADMIN_PASSWORD
RABBIT_PASSWORD=$ADMIN_PASSWORD
SERVICE_PASSWORD=$ADMIN_PASSWORD
SERVICE_TOKEN=a682f596-76f3-11e3-b3b2-e716f9080d50
#FIXED_RANGE=172.31.1.0/24
#FLOATING_RANGE=192.168.20.0/25
#HOST_IP=10.3.4.5

If the *_PASSWORD variables are not set here you will be prompted to enter values for them by stack.sh.

The network ranges must not overlap with any networks in use on the host. Overlap is not uncommon as RFC-1918 'private' ranges are commonly used for both the local networking and Nova's fixed and floating ranges.

HOST_IP is normally detected on the first run of stack.sh but often is indeterminate on later runs due to the IP being moved from an Ethernet interface to a bridge on the host. Setting it here also makes it available for openrc to set OS_AUTH_URL. HOST_IP is not set by default.

Common Configuration Variables

Installation Directory

Default: ``DEST=/opt/stack``
 The DevStack install directory is set by the DEST variable.
 By setting it early in the localrc section you can reference it in later variables. It can be useful to set it even though it is not changed from the default value.
DEST=/opt/stack

Libraries from Git

Default: ``LIBS_FROM_GIT=""``
By default devstack installs OpenStack server components from git, however it installs client libraries from released versions on pypi. This is appropriate if you are working on server development, but if you want to see how an unreleased version of the client affects the system you can have devstack install it from upstream, or from local git trees.
Multiple libraries can be specified as a comma separated list.
LIBS_FROM_GIT=python-keystoneclient,oslo.config

Virtual Environments

Default: ``USE_VENV=False``
  Enable the use of Python virtual environments by setting USE_VENV to True. This will enable the creation of venvs for each project that is defined in the PROJECT_VENV array.
Default: ``PROJECT_VENV['<project>']='<project-dir>.venv'
  Each entry in the PROJECT_VENV array contains the directory name of a venv to be used for the project. The array index is the project name. Multiple projects can use the same venv if desired.
PROJECT_VENV["glance"]=${GLANCE_DIR}.venv
Default: ``ADDITIONAL_VENV_PACKAGES=""``
  A comma-separated list of additional packages to be installed into each venv. Often projects will not have certain packages listed in its requirements.txt file because they are 'optional' requirements, i.e. only needed for certain configurations. By default, the enabled databases will have their Python bindings added when they are enabled.

Enable Logging

Defaults: ``LOGFILE="" LOGDAYS=7 LOG_COLOR=True``
 By default stack.sh output is only written to the console where is runs. It can be sent to a file in addition to the console by setting LOGFILE to the fully-qualified name of the destination log file. A timestamp will be appended to the given filename for each run of stack.sh.
LOGFILE=$DEST/logs/stack.sh.log

Old log files are cleaned automatically if LOGDAYS is set to the number of days of old log files to keep.

LOGDAYS=1

The some of the project logs (Nova, Cinder, etc) will be colorized by default (if SYSLOG is not set below); this can be turned off by setting LOG_COLOR False.

LOG_COLOR=False

Logging the Service Output

Default: ``LOGDIR=""``
 DevStack will log the stdout output of the services it starts. When using screen this logs the output in the screen windows to a file. Without screen this simply redirects stdout of the service process to a file in LOGDIR.
LOGDIR=$DEST/logs

Note the use of ``DEST`` to locate the main install directory; this is why we suggest setting it in ``local.conf``.

Enabling Syslog

Default: ``SYSLOG=False SYSLOG_HOST=$HOST_IP SYSLOG_PORT=516``
 Logging all services to a single syslog can be convenient. Enable syslogging by setting SYSLOG to True. If the destination log host is not localhost SYSLOG_HOST and SYSLOG_PORT can be used to direct the message stream to the log host.
SYSLOG=True
SYSLOG_HOST=$HOST_IP
SYSLOG_PORT=516

A clean install every time

Default: ``RECLONE=""``
 By default stack.sh only clones the project repos if they do not exist in $DEST. stack.sh will freshen each repo on each run if RECLONE is set to yes. This avoids having to manually remove repos in order to get the current branch from $GIT_BASE.
RECLONE=yes

Upgrade packages installed by pip

Default: ``PIP_UPGRADE=""``
 By default stack.sh only installs Python packages if no version is currently installed or the current version does not match a specified requirement. If PIP_UPGRADE is set to True then existing required Python packages will be upgraded to the most recent version that matches requirements.
PIP_UPGRADE=True

Swift

Default: SWIFT_HASH=""
SWIFT_REPLICAS=1
SWIFT_DATA_DIR=$DEST/data/swift
Swift is now used as the back-end for the S3-like object store. When enabled Nova's objectstore (n-obj in ENABLED_SERVICES) is automatically disabled. Enable Swift by adding it services to ENABLED_SERVICES: enable_service s-proxy s-object s-container s-account

Setting Swift's hash value is required and you will be prompted for it if Swift is enabled so just set it to something already:

SWIFT_HASH=66a3d6b56c1f479c8b4e70ab5c2000f5

For development purposes the default number of replicas is set to 1 to reduce the overhead required. To better simulate a production deployment set this to 3 or more.

SWIFT_REPLICAS=3

The data for Swift is stored in the source tree by default (in $DEST/swift/data) and can be moved by setting SWIFT_DATA_DIR. The specified directory will be created if it does not exist.

SWIFT_DATA_DIR=$DEST/data/swift

Note: Previously just enabling ``swift`` was sufficient to start the Swift services. That does not provide proper service granularity, particularly in multi-host configurations, and is considered deprecated. Some service combination tests now check for specific Swift services and the old blanket acceptance will longer work correctly.

Service Catalog Backend

Default: ``KEYSTONE_CATALOG_BACKEND=sql``
 DevStack uses Keystone's sql service catalog backend. An alternate template backend is also available. However, it does not support the service-* and endpoint-* commands of the keystone CLI. To do so requires the sql backend be enabled:
KEYSTONE_CATALOG_BACKEND=template

DevStack's default configuration in sql mode is set in files/keystone_data.sh

Cinder

Default:
VOLUME_GROUP="stack-volumes" VOLUME_NAME_PREFIX="volume-" VOLUME_BACKING_FILE_SIZE=10250M
 The logical volume group used to hold the Cinder-managed volumes is set by VOLUME_GROUP, the logical volume name prefix is set with VOLUME_NAME_PREFIX and the size of the volume backing file is set with VOLUME_BACKING_FILE_SIZE.
VOLUME_GROUP="stack-volumes"
VOLUME_NAME_PREFIX="volume-"
VOLUME_BACKING_FILE_SIZE=10250M

Multi-host DevStack

Default: ``MULTI_HOST=False``
 Running DevStack with multiple hosts requires a custom local.conf section for each host. The master is the same as a single host installation with MULTI_HOST=True. The slaves have fewer services enabled and a couple of host variables pointing to the master.
 *Master*
MULTI_HOST=True

Slave

MYSQL_HOST=w.x.y.z
RABBIT_HOST=w.x.y.z
GLANCE_HOSTPORT=w.x.y.z:9292
ENABLED_SERVICES=n-vol,n-cpu,n-net,n-api
IP Version
Default: IP_VERSION=4
This setting can be used to configure DevStack to create either an IPv4, IPv6, or dual stack tenant data network by setting IP_VERSION to either IP_VERSION=4, IP_VERSION=6, or IP_VERSION=4+6 respectively. This functionality requires that the Neutron networking service is enabled by setting the following options:
disable_service n-net
enable_service q-svc q-agt q-dhcp q-l3
The following optional variables can be used to alter the default IPv6 behavior:
IPV6_RA_MODE=slaac
IPV6_ADDRESS_MODE=slaac
FIXED_RANGE_V6=fd$IPV6_GLOBAL_ID::/64
IPV6_PRIVATE_NETWORK_GATEWAY=fd$IPV6_GLOBAL_ID::1
Note: ``FIXED_RANGE_V6`` and ``IPV6_PRIVATE_NETWORK_GATEWAY`` can be configured with any valid IPv6 prefix. The default values make use of an auto-generated ``IPV6_GLOBAL_ID`` to comply with RFC 4193.

Examples

  • Eliminate a Cinder pass-through (CINDER_PERIODIC_INTERVAL):

    [[post-config|$CINDER_CONF]]
    [DEFAULT]
    periodic_interval = 60
  • Sample local.conf with screen logging enabled:

    [[local|localrc]]
    FIXED_RANGE=10.254.1.0/24
    NETWORK_GATEWAY=10.254.1.1
    LOGDAYS=1
    LOGDIR=$DEST/logs
    LOGFILE=$LOGDIR/stack.sh.log
    ADMIN_PASSWORD=quiet
    DATABASE_PASSWORD=$ADMIN_PASSWORD
    RABBIT_PASSWORD=$ADMIN_PASSWORD
    SERVICE_PASSWORD=$ADMIN_PASSWORD
    SERVICE_TOKEN=a682f596-76f3-11e3-b3b2-e716f9080d50