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README.md

DC/OS - The Datacenter Operating System

The easiest way to run microservices, big data, and containers in production.

What is DC/OS?

Like traditional operating systems, DC/OS is system software that manages computer hardware and software resources and provides common services for computer programs.

Unlike traditional operating systems, DC/OS spans multiple machines within a network, aggregating their resources to maximize utilization by distributed applications.

To learn more, see the DC/OS Overview.

How Do I...?

Releases

DC/OS releases are publicly available on http://dcos.io/releases/

Release artifacts are managed by Mesosphere on Amazon S3, using a CloudFront cache.

To find the git SHA of any given release, check the latest commit in the versioned branches on GitHub: https://github.com/dcos/dcos/branches/

Release Type URL Pattern
Latest Stable https://downloads.dcos.io/dcos/stable/dcos_generate_config.sh
Latest Master https://downloads.dcos.io/dcos/testing/master/dcos_generate_config.sh
Latest Build of Specific PR https://downloads.dcos.io/dcos/testing/pull/<github-pr-number>/dcos_generate_config.sh

Development Environment

Linux is required for building and testing DC/OS.

  1. Linux distribution:
    • Docker doesn't have all the features needed on OS X or Windows
    • tar needs to be GNU tar for the set of flags used
    • unzip needs to be installed
  2. pre-commit
  3. tox
  4. git 1.8.5+
  5. Docker 1.11+
    • Install Instructions for various distributions. Docker needs to be configured so your user can run docker containers. The command docker run alpine /bin/echo 'Hello, World!' when run at a new terminal as your user should just print "Hello, World!". If it says something like "Unable to find image 'alpine:latest' locally" then re-run and the message should go away.
  6. Python 3.6
    • Arch Linux: sudo pacman -S python
    • Fedora 23 Workstation: Already installed by default / no steps
    • Ubuntu 16.04 LTS:
      • pyenv-installer
      • Python dependencies: sudo apt-get install make build-essential libssl-dev zlib1g-dev libbz2-dev libreadline-dev libsqlite3-dev wget curl llvm libncurses5-dev libncursesw5-dev xz-utils liblzma-dev python3-venv
      • Install Python 3.6.3: pyenv install 3.6.3
      • Create DC/OS virtualenv: pyenv virtualenv 3.6.3 dcos
      • Activate environment: pyenv activate dcos
  7. Over 10GB of free disk space and 8GB of RAM
    • The build makes use of hard links, so if you're using VirtualBox the disk space cannot be a synced folder.
  8. Optional pxz (speeds up package and bootstrap compression)
    • ArchLinux: pxz-git in the AUR. The pxz package corrupts tarballs fairly frequently.
    • Fedora 23: sudo dnf install pxz

Unit Tests

Unit tests can be run locally but require the development environment specified above.

tox

Tox is used to run the codebase unit tests, as well as coding standard checks. The config is in tox.ini.

Integration Tests

Integration tests can be run on any deployed DC/OS cluster. For installation instructions, see https://dcos.io/install/.

Integration tests are installed via the dcos-integration-test Pkgpanda package.

Integration test files are stored on the DC/OS master node at /opt/mesosphere/active/dcos-integration-test. Therefore, in order to test changes to test files, move files from packages/dcos-integration-test/extra/ in your checkout to /opt/mesosphere/active/dcos-integration-test on the master node.

The canonical source of the test suite's results is the continuous integration system. There may be differences between the results of running the integration tests as described in this document and the results given by the continuous integration system. In particular, some tests may pass on the continuous integration system and fail locally or vice versa.

Minimum Requirements

  • 1 master node
  • 2 private agent nodes
  • 1 public agent node
  • Task resource allocation is currently insignificantly small
  • DC/OS itself requires at least 2 (virtual) cpu cores on each node

Instructions

  1. SSH into a master node The tests can be run via Pytest while SSH'd as root into a master node of the cluster to be tested.

  2. Switch to root

    sudo su -
    
  3. Add the test user

    dcos-shell python /opt/mesosphere/bin/dcos_add_user.py albert@bekstil.net
    

    Running the above mentioned command will result in an output

    User albert@bekstil.net successfully added
    

    This test user has a known login token with far future expiration. DO NOT USE IN PRODUCTION. After the test, remember to delete the test user.

    For more information, see User Management.

  4. Run the tests using pytest in the cluster.

    cd /opt/mesosphere/active/dcos-integration-test
    dcos-shell pytest
    

Using a Docker Cluster with miniDC/OS

One way to run the integration tests is to use the miniDC/OS CLI.

This lets you create, run and manage clusters in test environments. Each DC/OS node is represented by a Docker container.

  1. Setup DC/OS in containers using the miniDC/OS CLI.

For example, after installing the miniDC/OS CLI, create a cluster:

minidcos docker download-installer
minidcos docker create /tmp/dcos_generate_config.sh \
    --masters 1 \
    --agents 2 \
    --public-agents 1 \
    --cluster-id default
  1. Run minidcos docker wait

Wait for DC/OS to start. Running wait command allows to make sure that the cluster is set up properly before any other actions that could otherwise cause errors in pytest command in the next step.

  1. Run pytest on a master node.

For example:

minidcos docker run --test-env pytest
  1. Destroy the cluster.
minidcos docker destroy

End-to-end Tests

E2E tests start a cluster as part of the test. These are useful for testing specific configurations or performing more disruptive tests.

To run the e2e tests, download a DC/OS installer, create a Python virtualenv, and run:

cd test-e2e
pip install -r requirements.txt
export DCOS_E2E_GENCONF_PATH=${PWD}/dcos_generate_config.sh
export DCOS_E2E_TMP_DIR_PATH=/tmp
export DCOS_E2E_LOG_DIR=/tmp/logs
pytest

Tests are annotated to be skipped if specific files are unchanged. This only applies to non-train Pull Requests run by D2iQ CI. In other cases, including running locally, all tests will run. You can use pytest arguments to restrict tests to a specific subset.

Build

DC/OS can be built locally but requires the development environment specified above.

DC/OS builds are packaged as a self-extracting Docker image wrapped in a bash script called dcos_generate_config.sh.

WARNING: Building a release from scratch the first time on a modern dev machine (4 cores / 8 hyper threads, SSD, reasonable internet bandwidth) takes about 1 hour.

Instructions

./build_local.sh

That will run a simple local build, and output the resulting DC/OS installers to ./packages/cache/dcos_generate_config.sh:

$ ./packages/cache/dcos_generate_config.sh

See the section on running in Docker to test the installer.

Build Details

If you look inside of the bash script build_local.sh there are the commands with descriptions of each.

The general flow is to:

  1. Check the environment is reasonable
  2. Write a release tool configuration if one doesn't exist
  3. Setup a python virtualenv where we can install the DC/OS python tools to in order to run them
  4. Install the DC/OS python tools to the virtualenv
  5. Build the release using the release tool

These steps can all be done by hand and customized / tweaked like standard python projects. You can hand create a virtualenvironment, and then do an editable pip install (pip install -e) to have a "live" working environment (as you change code you can run the tool and see the results).

Release Tool Configuration

This release tool always loads the config in dcos-release.config.yaml in the current directory.

The config is YAML. Inside it has two main sections. storage which contains a dictionary of different storage providers which the built artifacts should be sent to, and options which sets general DC/OS build configuration options.

Config values can either be specified directly, or you may use $ prefixed environment variables (the env variable must set the whole value).

Storage Providers

All the available storage providers are in release/storage. The configuration is a dictionary of a reference name for the storage provider (local, aws, my_azure), to the configuration.

Each storage provider (ex: aws.py) is an available kind prefix. The dictionary factories defines the suffix for a particular kind. For instance kind: aws_s3 would map to the S3StorageProvider.

The configuration options for a storage provider are the storage provider's constructor parameters.

Sample config storage that will save to my home directory (/home/cmaloney):

storage:
  local:
    kind: local_path
    path: /home/cmaloney/dcos-artifacts

Sample config that will store to a local archive path as well as AWS S3. To authenticate with AWS S3, reference the boto3 docs to learn how to configure access.

storage:
  aws:
    kind: aws_s3
    bucket: downloads.dcos.io
    object_prefix: dcos
    download_url: https://downloads.dcos.io/dcos/
  local:
    kind: local_path
    path: /mnt/big_artifact_store/dcos/

Repo Structure

DC/OS itself is composed of many individual components precisely configured to work together in concert.

This repo contains the release and package building tools necessary to produce installers for various on-premises and cloud platforms.

Directory Contents
cloud_images Base OS image building tools
config Release configuration
docs Documentation
flake8_dcos_lint Flake8 plugin for testing code quality
dcos_installer Backend for Web, SSH, and some bits of the Advanced installer. Code is being cleaned up
gen Python library for rendering yaml config files for various platforms into packages, with utilities to do things like make "late binding" config set by CloudFormation
packages Packages which make up DC/OS (Mesos, Marathon, AdminRouter, etc). These packages are built by pkgpanda, and combined into a "bootstrap" tarball for deployment.
pkgpanda DC/OS baseline/host package management system. Tools for building, deploying, upgrading, and bundling packages together which live on the root filesystem of a machine / underneath Mesos.
release Release tools for DC/OS. (Building releases, building installers for releases, promoting between channels)
ssh AsyncIO based parallel ssh library used by the installer
test_util various scripts, utilities to help with integration testing

Pull Requests Statuses

Pull requests automatically trigger a new DC/OS build and run several tests. These are the details on the various status checks against a DC/OS Pull Request.

Status Check Purpose Source and Dependencies
continuous-integration/jenkins/pr-head Admin Router Endpoint tests dcos/dcos/packages/adminrouter/extra/src/test-harness Docker Dependency: dcos/dcos/packages/adminrouter
mergebot/enterprise/build-status/aggregate EE Test Enforcement Private mesosphere/dcos-enterprise repo is tested against the SHA.
mergebot/enterprise/has_ship-it Code Review Enforcement Private Mergebot service in prod cluster
mergebot/enterprise/review/approved/min_2 Code Review Enforcement Mergebot service in prod cluster
mergebot/has_ship-it Code Review Enforcement Mergebot service in prod cluster
mergebot/review/approved/min_2 Code Review Enforcement Mergebot service in prod cluster
teamcity/dcos/build/dcos Builds DCOS Image (dcos_generate_config.sh) gen/build_deploy/bash.py
teamcity/dcos/build/tox Runs check-style, unit-tests tox.ini
teamcity/dcos/test/aws/cloudformation/simple Deployment using single-master-cloudformation.json and runs integration tests gen/build_deploy/aws.py,
teamcity/dcos/test/terraform/aws/onprem/static/group{1..n} Installation via dcos_generation_config.sh and runs Integration Tests gen/build_deploy/bash.py,
teamcity/dcos/test/test-e2e/group{1..n} End to End Tests. Each Test launches a cluster, exercises a functionality. test-e2e

Required vs Non-Required Status checks

A PR status check may be marked as Required or Not-Required (Default). The required status checks are necessary for applying a ship-it label, which makes the PR eligible for merge. A non-required status check is completely informational, and the success or the failure of the status check does not, in any way, impact the merge of the PR.

The required status checks are encoded in the repo's megebot-config (For .e.g: https://github.com/dcos/dcos/blob/master/mergebot-config.json#L38) and are enforced by mergebot.

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