update README.rst to reflect current reality

This attempts to bring README.rst into current reality. A few things
are simplified along the way. It also explains our theory of upgrade.

Change-Id: I2fbb457246a2faca8ac2405104e86885b93e8c48
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Sean Dague 2015-04-15 09:07:57 -04:00
parent 9bf1482680
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Grenade
=======
=========
Grenade
=========
Grenade is an OpenStack test harness to exercise the upgrade process
between releases. It uses DevStack to perform an initial OpenStack
install and as a reference for the final configuration. Currently
Grenade upgrades Keystone, Glance, Nova, Neutron, Cinder and Swift in
their default DevStack configurations.
The master branch tests the upgrade path from the previous release
(aka 'base') to the current trunk (aka 'target'). Stable branches
of Grenade will be created soon after an OpenStack release and after
a corresponding DevStack stable branch is available.
For example, following the release of Grizzly and the creation of
DevStack's stable/grizzly branch a similar stable/grizzly branch
of Grenade will be created. At that time master will be re-worked
to base on Grizzly and the cycle will continue.
between releases. It uses DevStack to perform an initial OpenStack
install and as a reference for the final configuration. Currently
Grenade can upgrade Keystone, Glance, Nova, Neutron, Cinder, Swift,
Ceilometer, and Ironic in their default DevStack configurations.
Goals
-----
=====
Continually test the upgrade process between OpenStack releases to
find issues as they are introduced so they can be fixed immediately.
Grenade has the following goals:
- Block unintentional project changes that would break the ``Theory of
Upgrade``. Most Grenade fails that people hit are of this nature.
- Ensure that upgrading a cloud doesn't do something dumb like delete
and recreate all your servers/volumes/networks.
- Be able to grow to support additional upgrade scenarios (like
sideways migrations from one configuration to another equivalent
configuration)
Theory of Upgrade
=================
Grenade works under the following theory of upgrade.
- New code should work with old configs
The upgrade process should not require a config change to run a new
release. All config behavior is supposed to be deprecated over a
release cycle, so that upon release new code works with the last
releases configs. Those configs may create deprecation warnings which
need to be addressed before the next release, but they should still
work and largely have the same behavior.
- New code should need nothing more than 'db migrations'
Clearly the release of new code may include new database
models. Standard upgrade procedure is to turn off all services that
touch the database, run the db migration script, and start with new
code.
- Resources created by services before upgrade, should still be there
after the system is upgraded
When upgrading Nova you expect all your VMs to still function during
the entire upgrade (whether or not Nova services are up). Taking down
the control plane should not take down your VMs.
- Any other required changes on upgrade are an *exception* and must be
called out in the release notes.
Grenade supports per release specific upgrade scripts (from-juno,
from-kilo). These are designed to support upgrades where additional
manual steps are needed for a specific upgrade (i.e. from juno to
kilo). These should be used sparingly.
The Grenade core team requires the following before landing these
kinds of changes:
- The Release Notes for the release where this will be required
clearly specify these manual upgrade steps.
- The PTL for the project in question has signed off on this change.
Status
------
======
Preparations are ongoing to add Grenade as a non-voting job in the
OpenStack CI Jenkins.
Grenade is now running on every patch for projects that support
upgrade. Gating Grenade configurations exist for the following in
OpenStack's CI system.
* Testing of the 'javelin' project artifacts is incomplete
- A cloud with nova-network upgraded between releases
- A cloud with neutron upgraded between releases
- A cloud with nova-network that upgrades all services except
nova-compute, thus testing RPC backwards compatibility for rolling
upgrades.
Process
-------
Basic Flow
==========
* Install base OpenStack using current stable/<base-release> DevStack
* Perform basic testing (tempest's smoke and scenarios tests)
* Create some artifacts in a new project ('javelin') for comparison
after the upgrade process.
* Install current target DevStack to support the upgrades
* Run upgrade scripts preserving (running?) instances and data
The grenade.sh script attempts to be reasonably readable, so it's
worth looking there to see what's really going on. This is the super
high level version of what that does.
- get 2 devstacks (base & target)
- install base devstack
- perform some sanity checking (currently tempest smoke) to ensure
this is right
- allow projects to create resources that should survive upgrade
- see projects/*/resources.sh
- shut down all services
- verify resources are still working during shutdown
- upgrade and restart all services
- verify resources are still working after upgrade
- perform some sanity checking (currently tempest smoke) to ensure
everything seems good.
Terminology
@ -55,13 +110,14 @@ as 'base' and 'target'.
Directory Structure
-------------------
===================
Grenade creates a set of directories for both the base and target
OpenStack installation sources and DevStack.
$STACK_ROOT
|- logs # Grenade logs
|- save # Grenade state logs
|- <base>
| |- data # base data
| |- logs # base DevStack logs
@ -79,20 +135,26 @@ $STACK_ROOT
| |- swift
Dependencies
------------
============
This is a non-exhaustive list of dependencies:
* git
* tox<1.7
* tox
Install Grenade
---------------
===============
Get Grenade from GitHub in the usual way::
git clone git://git.openstack.org/openstack-dev/grenade
Optional: running grenade against a remote target
-------------------------------------------------
There is an *optional* setup-grenade script that is useful if you are
running Grenade against a remote VM from a local laptop.
Grenade knows how to install the current master branch using the included
``setup-grenade`` script. The only argument is the hostname of the target
system that will run the upgrade testing.
@ -101,73 +163,35 @@ system that will run the upgrade testing.
./setup-grenade testbox
If you are running Grenade on the same maching you cloned to, you **do
not** need to do this.
Configuration
-------------
The Grenade repo and branch used can be changed by adding something like
this to ``localrc``::
GRENADE_REPO=git@github.com:dtroyer/grenade.git
GRENADE_BRANCH=dt-test
GRENADE_REPO=git@github.com:dtroyer/grenade.git
GRENADE_BRANCH=dt-test
Grenade includes ``devstack.localrc.base`` and ``devstack.localrc.target``
for DevStack that are used to customize its behaviour for use with Grenade.
If ``$BASE_DEVSTACK_DIR/localrc`` does not exist the following is
performed by ``prep-base``:
If you need to configure your local devstacks for your specific
environment you can do that by creating ``devstack.localrc``. This
will get appended to the stub devstack configs for BASE and TARGET.
* ``devstack.localrc.base`` is copied to to ``$BASE_DEVSTACK_DIR/localrc``
* if ``devstack.localrc`` exists it is appended ``$BASE_DEVSTACK_DIR/localrc``
For instance, specifying interfaces for Nova is a common use of
``devstack.localrc``::
Similar steps are performed by ``prep-target`` for ``$TARGET_DEVSTACK_DIR``.
``devstack.localrc`` will be appended to both DevStack ``localrc`` files if it
exists. ``devstack.localrc`` is not included in Grenade and will not be
overwritten it if it exists.
FLAT_INTERFACE=eth1
VLAN_INTERFACE=eth1
Prepare For An Upgrade Test
---------------------------
Run the Upgrade Testing
-----------------------
::
./grenade.sh
``grenade.sh`` installs DevStack for the **Base** release and
runs its ``stack.sh``. Then it creates a 'javelin' project containing
some non-default configuration.
This is roughly the equivalent to::
grenade/prep-base
(cd /opt/stack/grizzly/devstack
./stack.sh)
grenade/setup-javelin
(cd /opt/stack/grizzly/devstack
./unstack.sh)
# dump databases to $STACK_ROOT/save
grenade/prep-target
grenade/upgrade-devstack
grenade/upgrade-keystone
grenade/upgrade-glance
grenade/upgrade-nova
grenade/upgrade-neutron
grenade/upgrade-cinder
grenade/upgrade-swift
The **Target** release of DevStack is installed in a different
directory from the **Base** release.
While the **Base** release is running an imaginary **Javelin** tenant
is configured to populate the databases with some non-default content::
grenade/setup-javelin
Set up the **javelin** credentials with ``javelinrc``.
Testing Upgrades
----------------
The ``upgrade-*`` scripts are the individual components of the
DevStack/Grenade upgrade process. They typically stop any running
processes, checkout updated sources, migrate the database, any other
tasks that need to be done then start the processes in ``screen``.
These scripts are written to be idempotent.
Read ``grenade.sh`` for more details of the steps that happen from
here.