Installing the Undercloud

  1. Log in to your machine (baremetal or VM) where you want to install the undercloud as a non-root user (such as the stack user):

    ssh <non-root-user>@<undercloud-machine>
    

    Note

    If you don’t have a non-root user created yet, log in as root and create one with following commands:

    sudo useradd stack
    sudo passwd stack  # specify a password
    
    echo "stack ALL=(root) NOPASSWD:ALL" | sudo tee -a /etc/sudoers.d/stack
    sudo chmod 0440 /etc/sudoers.d/stack
    
    su - stack
    

    Note

    The undercloud is intended to work correctly with SELinux enforcing, and cannot be installed to a system with SELinux disabled. If SELinux enforcement must be turned off for some reason, it should instead be set to permissive.

    Note

    vlan tagged interfaces must follow the if_name.vlan_id convention, like for example: eth0.vlan100 or bond0.vlan120.

    Baremetal

    Ensure that there is a FQDN hostname set and that the $HOSTNAME environment variable matches that value.

    Use hostnamectl to set a hostname if needed:

    sudo hostnamectl set-hostname myhost.mydomain
    sudo hostnamectl set-hostname --transient myhost.mydomain
    

    An entry for the system’s FQDN hostname is also needed in /etc/hosts. For example, if the system is named myhost.mydomain, /etc/hosts should have an entry like:

    127.0.0.1   myhost.mydomain myhost
    
  2. Enable needed repositories:

RHEL

Enable optional repo:

sudo yum install -y yum-utils
sudo yum-config-manager --enable rhelosp-rhel-7-server-opt

Stable Branch

Enable the appropriate repos for the desired release, as indicated below. Do not enable any other repos not explicitly marked for that release.

Newton

Enable latest RDO Newton Delorean repository for all packages

sudo curl -L -o /etc/yum.repos.d/delorean-newton.repo https://trunk.rdoproject.org/centos7-newton/current/delorean.repo

Enable the Newton Delorean Deps repository

sudo curl -L -o /etc/yum.repos.d/delorean-deps-newton.repo https://trunk.rdoproject.org/centos7-newton/delorean-deps.repo

Ceph

Enable the CentOS Storage SIG Ceph/Jewel repository if using Ceph

sudo yum -y install --enablerepo=extras centos-release-ceph-jewel
sudo sed -i -e 's%gpgcheck=.*%gpgcheck=0%' /etc/yum.repos.d/CentOS-Ceph-Jewel.repo

Ocata

Enable latest RDO Ocata Delorean repository for all packages

sudo curl -L -o /etc/yum.repos.d/delorean-ocata.repo https://trunk.rdoproject.org/centos7-ocata/current/delorean.repo

Enable the Ocata Delorean Deps repository

sudo curl -L -o /etc/yum.repos.d/delorean-deps-ocata.repo https://trunk.rdoproject.org/centos7-ocata/delorean-deps.repo

Ceph

Enable the CentOS Storage SIG Ceph/Jewel repository if using Ceph

sudo yum -y install --enablerepo=extras centos-release-ceph-jewel
sudo sed -i -e 's%gpgcheck=.*%gpgcheck=0%' /etc/yum.repos.d/CentOS-Ceph-Jewel.repo

Enable last known good RDO Trunk Delorean repository for core openstack packages

sudo curl -L -o /etc/yum.repos.d/delorean.repo https://trunk.rdoproject.org/centos7-master/current-passed-ci/delorean.repo

Enable latest RDO Trunk Delorean repository only for the TripleO packages

sudo curl -L -o /etc/yum.repos.d/delorean-current.repo https://trunk.rdoproject.org/centos7/current/delorean.repo
sudo sed -i 's/\[delorean\]/\[delorean-current\]/' /etc/yum.repos.d/delorean-current.repo
sudo /bin/bash -c "cat <<EOF>>/etc/yum.repos.d/delorean-current.repo

includepkgs=diskimage-builder,instack,instack-undercloud,os-apply-config,os-collect-config,os-net-config,os-refresh-config,python-tripleoclient,openstack-tripleo-common*,openstack-tripleo-heat-templates,openstack-tripleo-image-elements,openstack-tripleo,openstack-tripleo-puppet-elements,openstack-puppet-modules,openstack-tripleo-ui,puppet-*
EOF"

Enable the Delorean Deps repository

sudo curl -L -o /etc/yum.repos.d/delorean-deps.repo https://trunk.rdoproject.org/centos7/delorean-deps.repo

Ceph

Enable the CentOS Storage SIG Ceph/Jewel repository if using Ceph

sudo yum -y install --enablerepo=extras centos-release-ceph-jewel
sudo sed -i -e 's%gpgcheck=.*%gpgcheck=0%' /etc/yum.repos.d/CentOS-Ceph-Jewel.repo
  1. Install the yum-plugin-priorities package so that the Delorean repository takes precedence over the main RDO repositories:

    sudo yum -y install yum-plugin-priorities
    
  2. Install the TripleO CLI, which will pull in all other necessary packages as dependencies:

    sudo yum install -y python-tripleoclient
    
  3. Copy in the sample configuration file and edit it to reflect your environment:

    cp /usr/share/instack-undercloud/undercloud.conf.sample ~/undercloud.conf
    

Note

There is a tool available that can help with writing a basic undercloud.conf: Undercloud Configuration Wizard It takes some basic information about the intended overcloud environment and generates sane values for a number of the important options.

  1. Run the command to install the undercloud:

Source

Git checkouts of the puppet modules can be used instead of packages. Export the following environment variable:

export DIB_INSTALLTYPE_puppet_modules=source

It is also possible to use this functionality to use an in-progress review as part of the undercloud install. See Using an In-Progress Review for details.

SSL

To deploy an undercloud with SSL, see Deploying with SSL.

Validations

Validations will be installed and configured during undercloud installation. You can set enable_validations = false in undercloud.conf to prevent that.

Install the undercloud:

openstack undercloud install

Once the install has completed, you should take note of the files stackrc and undercloud-passwords.conf. You can source stackrc to interact with the undercloud via the OpenStack command-line client. undercloud-passwords.conf contains the passwords used for each service in the undercloud. These passwords will be automatically reused if the undercloud is reinstalled on the same system, so it is not necessary to copy them to undercloud.conf.

Note

Any passwords set in undercloud.conf will take precedence over the ones in undercloud-passwords.conf.

Note

openstack undercloud install can be rerun to reapply changes from undercloud.conf to the undercloud. Note that this should not be done if an overcloud has already been deployed or is in progress.