Chef knife plug-in for OpenStack
Ruby
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README.md

Knife OpenStack

Gem Version Build Status Dependency Status

This is the official Chef Knife plugin for OpenStack Compute (Nova). This plugin gives knife the ability to create, bootstrap and manage instances in OpenStack Compute clouds. It has been tested against the Diablo through Kilo releases in configurations using Keystone against the OpenStack API (as opposed to the EC2 API).

Please refer to the CHANGELOG for version history and known issues.

Note: Documentation needs to be updated in chef docs

Installation

If you're using ChefDK, simply install the Gem:

chef gem install knife-openstack

If you're using bundler, simply add Chef and Knife OpenStack to your Gemfile:

gem 'chef'
gem 'knife-openstack'

If you are not using bundler, you can install the gem manually. Be sure you are running Chef 0.10.10 or higher, as earlier versions do not support plugins.

$ gem install chef

This plugin is distributed as a Ruby Gem. To install it, run:

$ gem install knife-openstack

Depending on your system's configuration, you may need to run this command with root privileges.

Configuration

In order to communicate with an OpenStack API you will need to tell Knife your OpenStack Auth API endpoint, your Dashboard username and password (tenant is optional). The easiest way to accomplish this is to create these entries in your knife.rb file:

### Note: If you are not proxying HTTPS to the OpenStack auth port, the scheme should be HTTP
knife[:openstack_auth_url] = "http://cloud.mycompany.com:5000/v2.0/tokens"
knife[:openstack_username] = "Your OpenStack Dashboard username"
knife[:openstack_password] = "Your OpenStack Dashboard password"
knife[:openstack_tenant] = "Your OpenStack tenant name"
knife[:openstack_region] = "Your OpenStack Region"

All of Fog's openstack options (openstack_domain_name, openstack_project_name, ...) are supported. This includes support for the OpenStack Identity v3

knife[:openstack_auth_url] = "http://cloud.mycompany.com:5000/v3/auth/tokens"
knife[:openstack_username] = "Your OpenStack Dashboard username"
knife[:openstack_password] = "Your OpenStack Dashboard password"
knife[:openstack_project_name] = "Your OpenStack project"
knife[:openstack_domain_name] = "Your OpenStack domain"

If your knife.rb file will be checked into a SCM system (ie readable by others) you may want to read the values from environment variables. For example, using the conventions of OpenStack's RC file (note the openstack_auth_url):

knife[:openstack_auth_url] = "#{ENV['OS_AUTH_URL']}/tokens"
knife[:openstack_username] = "#{ENV['OS_USERNAME']}"
knife[:openstack_password] = "#{ENV['OS_PASSWORD']}"
knife[:openstack_tenant] = "#{ENV['OS_TENANT_NAME']}"
knife[:openstack_region] = "#{ENV['OS_REGION_NAME']}"

If your OpenStack deployment is over SSL, but does not have a valid certificate, you can add the following option to bypass SSL check:

knife[:openstack_insecure] = true

If you need to use alternate service endpoints for communicating with OpenStack, you can set the following option:

knife[:openstack_endpoint_type] = "internalURL"

You also have the option of passing your OpenStack API Username/Password into the individual knife subcommands using the -A (or --openstack-username) -K (or --openstack-password) command options

# provision a new image named kb01
knife openstack server create -A 'MyUsername' -K 'MyPassword' --openstack-api-endpoint 'http://cloud.mycompany.com:5000/v2.0/tokens' -f 1 -I 13 -S trystack -i ~/.ssh/trystack.pem -r 'role[webserver]'

Additionally the following options may be set in your knife.rb:

  • flavor
  • image
  • openstack_ssh_key_id
  • template_file

Subcommands

This plugin provides the following Knife subcommands. Specific command options can be found by invoking the subcommand with a --help option.

knife openstack server create

Provisions a new server in an OpenStack Compute cloud and then perform a Chef bootstrap (using the SSH protocol). The goal of the bootstrap is to get Chef installed on the target system so it can run Chef Client with a Chef Server. The main assumption is a baseline OS installation exists (provided by the provisioning). It is primarily intended for Chef Client systems that talk to a Chef server. By default the server is bootstrapped using the chef-full template (default since the 10.10 release). This may be overridden using the -d or --template-file command options. If you do not have public IP addresses, use the --openstack-private-network option to use the private IP address for bootstrapping. In addition, you can use the --bootstrap-network NAME option to specify an alternate network for either a private or public network. If a network name isn't specified, the default name will be 'public' for a public network and 'private' for a private network e.g. when the --openstack-private-network option is specified. Please see knife openstack server create --help for all of the supported options.

Working with Windows Images

Provisioning and bootstrapping for Windows 2003 and later images is now supported. The Windows images need to have WinRM enabled with Basic Authentication configured. Current support does not support Kerberos Authentication.

Example:

$ knife openstack server create -I <Image> -f <Flavor> -S <keypair_name> --bootstrap-protocol winrm -P <Administrator_Password> -x Administrator -N <chef_node_name> --bootstrap-template windows-chef-client-msi.erb

NOTE:

  • Bootstrap Protocol (--bootstrap-protocol) is required to be set to winrm.
  • Administrator Username (--winrm-user or -x) and Password (-P) are required parameters.
  • If the Template File (--template) is not specified it defaults to a Linux distro (most likely Ubuntu).

Working with Floating IPs

To use a floating IP address while bootstrapping nodes, use the -a or --openstack-floating-ip option.

knife openstack server delete

Deletes an existing server in the currently configured OpenStack account. If a floating IP address has been assigned to the node, it is disassociated automatically by the OpenStack server. PLEASE NOTE - this does not delete the associated node and client objects from the Chef server without using the -P option to purge the client.

knife openstack server list

Outputs a list of all servers in the currently configured OpenStack account. PLEASE NOTE - this shows all instances associated with the account, some of which may not be currently managed by the Chef server.

knife openstack flavor list

Provides a list of all available flavors (available "hardware" configurations for a server) available to the currently configured OpenStack account. Each flavor has a unique combination of virtual cpus, disk space and memory capacity. This data may be useful when choosing a flavor to pass to the knife openstack server create subcommand.

knife openstack volume list

Provides a list of all volumes in the currently configured OpenStack account. Each volume shows its size and its availibility to be attached to server. This data may be useful when choosing a volume to pass to the knife openstack server create subcommand.

knife openstack image list

Lists all available images and snapshots available to the currently configured OpenStack account. An image is a collection of files used to create or rebuild a server. The retuned list filters out image names ending in 'initrd', 'kernel', 'loader', 'virtual' or 'vmlinuz' (this may be disabled with --disable-filter). This data may be useful when choosing an image to pass to the knife openstack server create subcommand.

knife openstack group list

Provides a list of the security groups available to the currently configured OpenStack account. Each group may have multiple rules. This data may be useful when choosing your security group(s) to pass to the knife openstack server create subcommand.

knife openstack network list

Lists the networks available to the currently configured OpenStack account. This data may be useful when choosing your networks to pass to the knife openstack server create subcommand. This command is only available with OpenStack deployments using the Neutron network service (not nova-network). Please see knife openstack server create --help for all of the supported options.

knife openstack floating_ip list

Lists all of the available floating-ips you have associated with your account. You can ask for more via: knife openstack floating_ip allocate --pool POOL if you have run out. You can also knife openstack floating_ip associate FLOATING_IP --instance-id INSTANCE_ID and too. If you need to remove the floating-ip you can disassociate with the same command. If you would like to give back the floating-ip you can knife openstack floating_ip release FLOATING_IP_ID

Contributing

For information on contributing to this project see https://github.com/chef/chef/blob/master/CONTRIBUTING.md

License

Author:: Seth Chisamore (schisamo@chef.io)

Author:: Matt Ray (matt@chef.io)

Author:: Chirag Jog (chirag@clogeny.com)

Author:: JJ Asghar (jj@chef.io)

Copyright:: Copyright (c) 2011-2015 Chef Software, Inc.

License:: Apache License, Version 2.0

Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at

    http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.