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README.asciidoc

OpenShift Origin Build Tools

vagrant openshift

This is a Vagrant 1.7.2+ plugin that adds vagrant commands and provisioners to build and test OpenShift Origin.

Note
This plugin requires Vagrant 1.7.2+
Note
Instructions below generally assume a Linux-like command line and may require modifications for other environments.

Features

Using with OpenShift v2

v2 (aka M4) is no longer supported on the master branch or in the published rubygems.org version of this plugin. You must checkout the v2 branch of this repository in order to use the plugin with v2 and follow the documentation there.

Installing

Like other plugins, this gem will be installed in your ~/.vagrant.d/gems/ directory.

From source

To work on the vagrant-openshift plugin, clone this repository and use Bundler to get the dependencies:

You MUST use bundler < = 1.10.5 or bundler = 1.12.5 when building this gem, as it is required by the vagrant gem.

$ gem install bundler -v '1.12.5'
$ bundle _1.12.5_

Compile using Rake:

$ bundle _1.12.5_ exec rake
From rubygems.org

Install the published version of this plugin:

$ vagrant plugin install vagrant-openshift

Getting started with OpenShift v3

This plugin works in concert with the OpenShift Origin Vagrantfile to build and update OpenShift development environments.

Clone the OpenShift Origin repositories

The upstream OpenShift Origin projects will be git-cloned locally under your GOPATH (you don’t need to have golang or other build requirements installed locally). These will be set as the git "upstream" remote. Projects you have forked into your github account will also have that account as the git "origin" remote.

Add your GOPATH if you don’t already have one for golang:

$ echo "export GOPATH=~/code" >> ~/.bash_profile   # ~/code can be any dir
$ source ~/.bash_profile
$ mkdir -p $GOPATH

Then clone the repositories into your GOPATH.

$ cd $GOPATH
$ vagrant origin-local-checkout -u <github username>
$ cd src/github.com/openshift/origin

Initialize local vagrant conf

Generate a .vagrant-openshift.json in your OpenShift Origin repo that you may modify later to match your vagrant requirements:

$ vagrant origin-init --stage inst --os (fedora|centos7|rhel7|rhelatomic7) <instance name>

Start the machine

VirtualBox

Running with the default VirtualBox provider:

Note
If you are trying to refresh an existing image, you’ll want to remove the current image with vagrant box list and vagrant box remove <box_name>
$ vagrant up --provider=virtualbox
Note
See Other Providers below for launching VMs from other providers.

Making Subsequent Changes

  • Building updated code from edits in your local repository clones:

$ vagrant sync-origin

For some providers, your local repositories are automatically synchronized to the remote VM. If not, the --source option can be used to do so before building.

In addition to the OpenShift binary itself, by default a number of component Docker images are built as well, which can take a long time. To rebuild only the OpenShift binary, use the --no-images option.

Running Tests

$ vagrant test-origin --all

Developer environment

To enable easy customization of the build environment, any files placed under \~/.openshiftdev/home.d will be copied to the vagrant user home directory. For example: ~/.openshiftdev/home.d/.bash_profile will be copied to .bash_profile on the vagrant VM.

Configuring Docker and Golang versions for tests

If the version of OpenShift that is being tested requires a version of Golang or Docker that is not default in the RPM streams for the operating system used for the image, vagrant-openshift allows for customization of the image.

To build a new image with the versions of Golang and Docker necessary, begin with an 'os' stage:

$ vagrant origin-init --stage os --os rhel7 --instance-type c4.xlarge "${instance_name}"

Then, you may provide the following information to customize your image:

  • URLs to repositories containing the desired Docker and/or Golang RPMs to use during the install

  • names of repositores already installed on the OS that you want to use during the install

  • versions of Golang and/or Docker to install

Any RPM repositories you add by providing URLs will only be enabled for the duration of the installation. Only the repositories you provide using URLs or those that you name explcitly will be enabled during the install.

For instance, some installation of OpenShift Origin could want custom Go and Docker versions, both of which must be installed from custom URLs. Furthermore, some of the Docker dependencies may have up-to-date versions in the RHEL streams, so the following commands would be used to configure the image base:

$ vagrant install-golang --golang.repourl=http://some.golang.rpm.repository.com/ \
                         --golang.version=1.6.2

$ vagrant install-docker --docker.repourl=http://some.docker.rpm.repository.com/ \
                         --docker.repo=oso-rhui-rhel-server-releases \
                         --docker.version=1.10.3

Other Providers

Your origin repo Vagrantfile can use other providers than the default VirtualBox provider for creating VMs. Provider configuration consults outside configuration files so that the repository Vagrantfile does not have to be modified in most cases. See the relevant provider section in the Vagrantfile to learn what parameters are available.

If you are starting with a plain operating system host image (which is likely to be the case) then you have a bit of setup to do to prepare your host for building and running after creation. Consult the Initial Setup section for details.

AWS/EC2

  • Install the latest vagrant-aws plugin.

Install plugin from rubygems:

$ vagrant plugin install vagrant-aws

Or follow the build steps to build from source.

You now need some AWS-specific configuration to specify which AMI to use.

  • Ensure your AWS credentials file is present at ~/.awscred; it should have the following entries filled in:

AWSAccessKeyId=<AWS API Key>
AWSSecretKey=<AWS API Secret>
AWSKeyPairName=<Keypair name>
AWSPrivateKeyPath=<SSH Private key>
  • Re-create your .vagrant-openshift.json file with updated AWS settings:

$ vagrant origin-init --stage inst --os (fedora|centos7|rhel7|rhelatomic7) <instance name>

The instance name will be applied as a tag and should generally be specific to you and OpenShift so that you can identify the VM among any others in your account. It will be stored in the config file.

The Red Hat OpenShift team shares an account that provides pre-built AMIs for the quickest startup possible, so this command will search for the latest version of that AMI. If your account doesn’t have this AMI, you’ll need to supply a base AMI in your repository’s .vagrant-openshift.json file under the aws.ami key.

  • Start the AWS machine

vagrant up --provider=aws
Tip
Be sure to rerun origin-init for each subsequent run of vagrant up --provider=aws to pick up the last built ami.
Note
Requires latest AWS provider.
Note
You can use the Vagrant-AMI plugin to create an AMI from a running AWS machine.

OpenStack

Install plugin from rubygems:

$ vagrant plugin install vagrant-openstack-plugin
Note
On some systems (e.g. mac) doing export NOKOGIRI_USE_SYSTEM_LIBRARIES=1 can help make the above command work.
  • Edit ~/.openstackcred and update your OpenStack credentials, endpoint and tenant name.

OSEndpoint=<OpenStack Endpoint URL, e.g. http://openshift.example.com:5000/v2.0/tokens>
OSUsername=<OpenStack Username>
OSAPIKey=<OpenStack Password>
OSKeyPairName=<Keypair name as registered in OpenStack>
OSPrivateKeyPath=<path to that SSH Private key>
OSTenant=<OpenStack Tenant/Project Name, see it at the top in OpenStack web UI>
OSFloatingIP=<specific floating ip or ':auto' if floating ip is desired>
OSFloatingIPPool=<specific pool or 'false' (to use first found) if floating ip is desired>
  • Edit .vagrant-openshift.json and update the openstack provider section. You’ll need to indicate at least the base image you’d like to start, as well as the user to access with.

  "openstack": {
    "image": "Fedora-Cloud-Base-20141203-21.x86_64",
    "ssh_user": "fedora"
  }
  • Start the OpenStack machine

vagrant up --provider=openstack
Note
Requires latest OpenStack provider.

Libvirt

  • If using a recent version of Fedora, you can install vagrant-libvirt directly using yum/dnf. Otherwise you will need to follow the vagrant plugin install instructions below.

sudo yum install vagrant-libvirt
  • Install the vagrant-libvirt plugin dependencies (only if sudo yum install vagrant-libvirt didn’t work)

sudo yum install libxslt-devel libxml2-devel libvirt-devel ruby-devel rubygems
  • Install the vagrant-libvirt plugin (only if sudo yum install vagrant-libvirt didn’t work)

vagrant plugin install vagrant-libvirt
Note
This may require modifying the system linker as described in this issue:
sudo alternatives --set ld /usr/bin/ld.gold
  • Add your user to the libvirt group - this gives authorization to connect to libvirtd

sudo usermod -a -G libvirt $USER
  • Log out and log in for the group change to take effect

  • Start the libvirt machine

vagrant up --provider=libvirt
Note
Requires latest libvirt provider
Managed

Running on other environments which are not managed by Vagrant directly.

  • Install the vagrant-managed-servers plugin

vagrant plugin install vagrant-managed-servers
  • Edit the Vagrantfile and update the managed section to update the IP address, User name and SSH key.

managed.server = "HOST or IP of machine"
override.ssh.username = "root"
override.ssh.private_key_path = "~/.ssh/id_rsa"
  • Connect to the manually managed machine

vagrant up --provider=managed
Note
Requires latest Managed provider

Initial Setup

Ideally you would be able to use an image with the operating system, dependencies, and OpenShift already installed so you can just start hacking. But at this time that is not available for all providers.

Images may be thought of as being at one of four stages:

  1. "os" - The base OS image (use a "minimal" one).

  2. "deps" - OpenShift runtime dependencies and build requirements are installed.

  3. "inst" - OpenShift code, images, and binaries are built and installed

You may want to create images that snapshot the output at each of these stages, as the rate of change and amount of time to create each is different.

After using vagrant up --provider=<provider> to start a host with only a basic operating system on it (Fedora 21+ or CentOS 7 should suffice), you will need to install the build tools and other dependencies for building and running OpenShift. The following vagrant commands should help with this:

$ vagrant build-origin-base
$ vagrant build-origin-base-images
$ vagrant install-origin-assets-base

Given this base foundation, you may want to vagrant package the result before proceeding to install OpenShift code.

$ vagrant install-origin
$ vagrant build-origin-base-images  # pick up updates if older "deps" base reused
$ vagrant build-origin --images
$ vagrant build-sti --binary-only

Testing openshift/origin-aggregated-logging or openshift/origin-metrics

Note
You will still need to clone the OpenShift Origin repo as above, in order to use the Vagrantfile and the contrib/vagrant directory. origin-aggregated-logging and origin-metrics currently have no vagrant support.

Clone the OpenShift Origin aggregated logging or metrics repositories

Use vagrant origin-local-checkout as above Clone the OpenShift Origin repositories, except use --repo origin-aggregated-logging:

$ cd $GOPATH
$ vagrant origin-local-checkout --repo origin-aggregated-logging -u <github username>
# run the remaining vagrant commands from $GOPATH/src/github.com/openshift/origin
$ pushd $GOPATH/src/github.com/openshift/origin

Initialize local vagrant conf

Same as above for origin - see Initialize local vagrant conf You must be in $GOPATH/src/github.com/openshift/origin to run this.

Start the machine

Same as above for origin - see Start the machine You must be in $GOPATH/src/github.com/openshift/origin to run this.

Making Subsequent Changes

  • Building updated code from edits in your local repository clones:

$ vagrant sync-origin-aggregated-logging

For some providers, your local repositories are automatically synchronized to the remote VM. If not, the --source option can be used to do so before building. You must be in $GOPATH/src/github.com/openshift/origin to run this.

Running Tests

$ vagrant test-origin-aggregated-logging [--env NAME=VAR] ...

You must be in $GOPATH/src/github.com/openshift/origin to run this.

Notice of Export Control Law

This software distribution includes cryptographic software that is subject to the U.S. Export Administration Regulations (the "EAR") and other U.S. and foreign laws and may not be exported, re-exported or transferred (a) to any country listed in Country Group E:1 in Supplement No. 1 to part 740 of the EAR (currently, Cuba, Iran, North Korea, Sudan & Syria); (b) to any prohibited destination or to any end user who has been prohibited from participating in U.S. export transactions by any federal agency of the U.S. government; or (c) for use in connection with the design, development or production of nuclear, chemical or biological weapons, or rocket systems, space launch vehicles, or sounding rockets, or unmanned air vehicle systems.You may not download this software or technical information if you are located in one of these countries or otherwise subject to these restrictions. You may not provide this software or technical information to individuals or entities located in one of these countries or otherwise subject to these restrictions. You are also responsible for compliance with foreign law requirements applicable to the import, export and use of this software and technical information.