Hi all!

We started some discussions on https://review.openstack.org/#/c/300200/ about the future of node management (registering, configuring and introspecting) in the new API, but I think it's more fair (and convenient) to move it here. The goal is to fix several long-standing design flaws that affect the logic behind tripleoclient. So fasten your seatbelts, here it goes.

If you already understand why we need to change this logic, just scroll down to "what do you propose?" section.

"introspection bulk start" is evil
----------------------------------

As many of you obviously know, TripleO used the following command for introspection:

 openstack baremetal introspection bulk start

As not everyone knows though, this command does not come from ironic-inspector project, it's part of TripleO itself. And the ironic team has some big problems with it.

The way it works is

1. Take all nodes in "available" state and move them to "manageable" state
2. Execute introspection for all nodes in "manageable" state
3. Move all nodes with successful introspection to "available" state.

Step 3 is pretty controversial, step 1 is just horrible. This not how the ironic-inspector team designed introspection to work (hence it refuses to run on nodes in "available" state), and that's now how the ironic team expects the ironic state machine to be handled. To explain it I'll provide a brief information on the ironic state machine.

ironic node lifecycle
---------------------

With recent versions of the bare metal API (starting with 1.11), nodes begin their life in a state called "enroll". Nodes in this state are not available for deployment, nor for most of other actions. Ironic does not touch such nodes in any way.

To make nodes alive an operator uses "manage" provisioning action to move nodes to "manageable" state. During this transition the power and management credentials (IPMI, SSH, etc) are validated to ensure that nodes in "manageable" state are, well, manageable. This state is still not available for deployment. With nodes in this state an operator can execute various pre-deployment actions, such as introspection, RAID configuration, etc. So to sum it up, nodes in "manageable" state are being configured before exposing them into the cloud.

The last step before the deployment it to make nodes "available" using the "provide" provisioning action. Such nodes are exposed to nova, and can be deployed to at any moment. No long-running configuration actions should be run in this state. The "manage" action can be used to bring nodes back to "manageable" state for configuration (e.g. reintrospection).

so what's the problem?
----------------------

The problem is that TripleO essentially bypasses this logic by keeping all nodes "available" and walking them through provisioning steps automatically. Just a couple of examples of what gets broken:

(1) Imagine I have 10 nodes in my overcloud, 10 nodes ready for deployment (including potential autoscaling) and I want to enroll 10 more nodes.

Both introspection and ready-state operations nowadays will touch both 10 new nodes AND 10 nodes which are ready for deployment, potentially making the latter not ready for deployment any more (and definitely moving them out of pool for some time).

Particularly, any manual configuration made by an operator before making nodes "available" may get destroyed.

(2) TripleO has to disable automated cleaning. Automated cleaning is a set of steps (currently only wiping the hard drive) that happens in ironic 1) before nodes are available, 2) after an instance is deleted. As TripleO CLI constantly moves nodes back-and-forth from and to "available" state, cleaning kicks in every time. Unless it's disabled.

Disabling cleaning might sound a sufficient work around, until you need it. And you actually do. Here is a real life example of how to get yourself broken by not having cleaning:

a. Deploy an overcloud instance
b. Delete it
c. Deploy an overcloud instance on a different hard drive
d. Boom.

As we didn't pass cleaning, there is still a config drive on the disk used in the first deployment. With 2 config drives present cloud-init will pick a random one, breaking the deployment.

To top it all, TripleO users tend to not use root device hints, so switching root disks may happen randomly between deployments. Have fun debugging.

what do you propose?
--------------------

I would like the new TripleO mistral workflows to start following the ironic state machine closer. Imagine the following workflows:

1. register: take JSON, create nodes in "manageable" state. I do believe we can automate the enroll->manageable transition, as it serves the purpose of validation (and discovery, but lets put it aside).

2. provide: take a list of nodes or all "managable" nodes and move them to "available". By using this workflow an operator will make a *conscious* decision to add some nodes to the cloud.

3. introspect: take a list of "managable" (!!!) nodes or all "manageable" nodes and move them through introspection. This is an optional step between "register" and "provide".

4. set_node_state: a helper workflow to move nodes between states. The "provide" workflow is essentially set_node_state with verb=provide, but is separate due to its high importance in the node lifecycle.

5. configure: given a couple of parameters (deploy image, local boot flag, etc), update given or all "manageable" nodes with them.

Essentially the only addition here is the "provide" action which I hope you already realize should be an explicit step.

what about tripleoclient
------------------------

Of course we want to keep backward compatibility. The existing commands

 openstack baremetal import
 openstack baremetal configure boot
 openstack baremetal introspection bulk start

will use some combinations of workflows above and will be deprecated.

The new commands (also avoiding hijacking into the bare metal namespaces) will be provided strictly matching the workflows (especially in terms of the state machine):

 openstack overcloud node import
 openstack overcloud node configure
 openstack overcloud node introspect
 openstack overcloud node provide

(I have a good reasoning behind each of these names, but if I put it here this mail will be way too long).

Now to save a user some typing:
1. the configure command will be optional, as the import command will set the defaults
2. the introspect command will get --provide flag
3. the import command will get --introspect and --provide flags

So the simplest flow for people will be:

 openstack overcloud node import --provide instackenv.json

this command will use 2 workflows and will result in a bunch of "available" nodes, essentially making it a synonym of the "baremetal import" command.

With introspection it becomes:

 openstack overcloud node import --introspect --provide instackenv.json

this command will use 3 workflows and will result in "available" and introspected nodes.


Thanks for reading such a long email (ping me on IRC if you actually read it through just for statistics). I hope it makes sense for you.

Dmitry.

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