Merge "Copy edits for Customization chapter"

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@ -22,7 +22,7 @@ the Icehouse release and perhaps further afield.</para>
each cycle, the community gathers in a single location for
a design summit. At the summit, the features for the
coming releases are discussed, prioritized, and planned. The
<link linkend="release-cycle-diagram">figure</link> shows an example release cycle with dates showing
<xref linkend="release-cycle-diagram"/> shows an example release cycle with dates showing
milestone releases, code freeze, and string freeze dates
along with an example of when the summit occurs.
Milestones are interim releases within the cycle that are

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@ -18,40 +18,40 @@
<para>To take the first path, you can modify the OpenStack code directly.
Learn <link
xlink:href="https://wiki.openstack.org/wiki/How_To_Contribute"
>How To Contribute</link>
>how to contribute</link>
(https://wiki.openstack.org/wiki/How_To_Contribute), follow
the <link
xlink:href="https://wiki.openstack.org/wiki/GerritWorkflow"
>Code Review Workflow</link>
>code review workflow</link>
(https://wiki.openstack.org/wiki/GerritWorkflow), make your
changes, and contribute them back to the upstream OpenStack
project. This path is recommended if the feature you need
requires deep integration with an existing project. The
community is always open to contributions and welcomes new
functionality that follows the feature development
functionality that follows the feature-development
guidelines. This path still requires you to use DevStack for testing
your feature additions so this section walks you through the DevStack
your feature additions, so this chapter walks you through the DevStack
environment.</para>
<para>For the second path, you can write new features and plug them in using
changes to a configuration file. If the project where your feature would
need to reside uses the Python Paste framework, you can create
middleware for it and plug it in through configuration. There may also
be specific ways of customizing a project such as creating a new
scheduler driver for Compute or a custom tab for the Dashboard.</para>
scheduler driver for Compute or a custom tab for the dashboard.</para>
<para>This chapter focuses on the second path for customizing OpenStack by
providing two examples for writing new features. The first example shows
how to modify Object Storage (swift) middleware to add a new feature,
and the second example provides a new scheduler feature for OpenStack
Compute (nova). To customize OpenStack this way you'll need a
Compute (nova). To customize OpenStack this way you need a
development environment. The best way to get an environment up and
running quickly is to run DevStack within your cloud.</para>
<section xml:id="devstack">
<title>Create an OpenStack Development Environment</title>
<para>To create a development environment you can use DevStack. DevStack
is essentially a collection of shell scripts and configuration files
that will build an OpenStack development environment for you. We
will use it to create such an environment for developing a new
feature.</para>
<para>To create a development environment, you can use DevStack.
DevStack is essentially a collection of shell scripts and
configuration files that builds an OpenStack development environment
for you. You use it to create such an environment for developing a
new feature.</para>
<para>You can find all of the documentation at the <link
xlink:href="http://devstack.org/">DevStack</link>
(http://devstack.org/) website.</para>
@ -59,7 +59,7 @@
<title>To run DevStack for the stable Havana branch on an
instance in your OpenStack cloud:</title>
<step>
<para>Boot an instance from the Dashboard or the nova
<para>Boot an instance from the dashboard or the nova
command-line interface (CLI) with the following
parameters.</para>
<itemizedlist>
@ -82,8 +82,10 @@
disk sizes.</para>
</step>
<step>
<para>Login and set up DevStack. Here's an example of the commands you can use to set up DevStack on a virtual machine.</para>
<substeps><step><para>Login to the instance.</para>
<para>Log in and set up DevStack. Here's an example of the
commands you can use to set up DevStack on a virtual
machine.</para>
<substeps><step><para>Log in to the instance.</para>
<screen><prompt>$</prompt> <userinput>ssh <replaceable>username</replaceable>@<replaceable>my.instance.ip.address</replaceable></userinput></screen>
</step>
<step><para>Update the virtual machine's operating system.</para>
@ -106,25 +108,28 @@
<screen><prompt>#</prompt> <userinput>tools/create-stack-user.sh</userinput></screen></step>
<step><para>Give ownership of the devstack directory to the stack user.</para>
<screen><prompt>#</prompt> <userinput>chown -R stack:stack /root/devstack</userinput></screen></step>
<step><para>Set some permissions so you can view the DevStack screen later.</para>
<step><para>Set some permissions you can use to view the DevStack screen later.</para>
<screen><prompt>#</prompt> <userinput>chmod o+rwx /dev/pts/0</userinput></screen></step>
<step><para>Switch to the stack user.</para>
<screen><prompt>$</prompt> <userinput>su stack</userinput></screen></step>
</substeps>
</step>
<step>
<para>Edit the <filename>localrc</filename> configuration file that controls what
DevStack will deploy. Copy in the example <filename>localrc</filename> file at
the end of this section.</para>
<para>Edit the <filename>localrc</filename> configuration file
that controls what DevStack will deploy. Copy the example
<filename>localrc</filename> file at the end of this
section. (See <xref linkend="localrc"/>.)</para>
<screen><prompt>$</prompt> <userinput>vim localrc</userinput></screen></step>
<step><para>Run the stack script that will install OpenStack.</para>
<screen><prompt>$</prompt> <userinput>./stack.sh></userinput></screen></step>
<step><para>When the stack script is done you can open the screen session it started to view all of the running OpenStack services.</para>
<step><para>When the stack script is done, you can open the screen session it started
to view all of the running OpenStack services.</para>
<screen><prompt>$</prompt> <userinput>screen -r stack</userinput></screen></step>
<step><para>Press <keycombo>
<keycap>Ctrl</keycap>
<keycap>A</keycap>
</keycombo> followed by pressing 0 to go to the first <command>screen</command> window.</para>
</keycombo> followed by 0 to go to the first
<command>screen</command> window.</para>
</step>
</procedure>
<note>
@ -140,13 +145,12 @@
(http://www.openstack.org/join/).</para>
</listitem>
<listitem>
<para><command>Screen</command> is a useful program for
viewing many related services at
once. For more information, see
<link
xlink:href="http://aperiodic.net/screen/quick_reference"
>GNU screen quick reference</link>.
(http://aperiodic.net/screen/quick_reference)</para>
<para><command>Screen</command> is a useful program
for viewing many related services at once. For more
information, see the <link
xlink:href="http://aperiodic.net/screen/quick_reference"
>GNU screen quick reference</link>.
(http://aperiodic.net/screen/quick_reference)</para>
</listitem>
</itemizedlist>
</para>
@ -200,36 +204,34 @@ SCREEN_LOGDIR=/opt/stack/logs</programlisting>
</section>
<section xml:id="swift_middleware_example">
<title>Customizing Object Storage (Swift) Middleware</title>
<para>OpenStack Object Storage, known as swift when reading the code,
is based on the Python <link
xlink:href="http://pythonpaste.org/"
<para>OpenStack Object Storage, known as swift when reading the code, is
based on the Python <link xlink:href="http://pythonpaste.org/"
>Paste</link> (http://pythonpaste.org/) framework. The best
introduction to its architecture is <link
xlink:href="http://pythonpaste.org/do-it-yourself-framework.html"
>A Do-It-Yourself Framework</link>
(http://pythonpaste.org/do-it-yourself-framework.html). Due to the
swift project's use of this framework, you are able to add features
to a project by placing some custom code in a project's pipeline
without having to change any of the core code.</para>
(http://pythonpaste.org/do-it-yourself-framework.html). Because of
the swift project's use of this framework, you are able to add
features to a project by placing some custom code in a project's
pipeline without having to change any of the core code.</para>
<para>Imagine a scenario where you have public access to one of your
containers, but what you really want is to restrict access to that
to a set of IPs based on a whitelist. In this example we'll
create a piece of middleware for Swift that allows access
to a container from only a set of IP addresses, as
determined by the container's metadata items. Only those IP
addresses that you explicitly whitelist using the container's
metadata will be able to access the container.</para>
to a set of IPs based on a whitelist. In this example, we'll create
a piece of middleware for swift that allows access to a container
from only a set of IP addresses, as determined by the container's
metadata items. Only those IP addresses that you explicitly
whitelist using the container's metadata will be able to access the
container.</para>
<warning>
<para>This example is for illustrative purposes only. It
should not be used as a container IP whitelist
solution without further development and extensive
security testing.</para>
</warning>
<para>When you join the screen session that
<code>stack.sh</code> starts with <code>screen -r stack</code>,
you see a screen for each service running, which can be a few
or several depending on how many services you configured Devstack
to run.</para>
<para>When you join the screen session that <code>stack.sh</code> starts
with <code>screen -r stack</code>, you see a screen for each service
running, which can be a few or several depending on how many
services you configured DevStack to run.</para>
<para>The asterisk * indicates which screen window you are viewing.
This example shows we are viewing the key (for keystone) screen
window.</para>
@ -243,18 +245,18 @@ SCREEN_LOGDIR=/opt/stack/logs</programlisting>
</listitem>
<listitem>
<para>
<emphasis role="bold"
><code>key*</code></emphasis> The Keystone service.</para>
<emphasis role="bold"><code>key*</code></emphasis> The
keystone service.</para>
</listitem>
<listitem>
<para>
<emphasis role="bold"><code>horizon</code></emphasis>
The Horizon dashboard web application.</para>
<emphasis role="bold"><code>horizon</code></emphasis> The
horizon dashboard web application.</para>
</listitem>
<listitem>
<para>
<emphasis role="bold"
><code>s-{name}</code></emphasis> The Swift services.</para>
<emphasis role="bold"><code>s-{name}</code></emphasis> The
swift services.</para>
</listitem>
</itemizedlist>
<procedure>
@ -264,13 +266,21 @@ SCREEN_LOGDIR=/opt/stack/logs</programlisting>
<code>/opt/stack</code>. Go to the swift
directory in the <code>shell</code> screen and edit your
middleware module.</para>
<step><para>Change to the directory where Swift is installed.</para>
<step><para>Change to the directory where Object Storage is installed.</para>
<screen><prompt>$</prompt> <userinput>cd /opt/stack/swift</userinput></screen></step>
<step><para>Create the ip_whitelist.py Python source code file.</para>
<screen><prompt>$</prompt> <userinput>vim swift/common/middleware/ip_whitelist.py</userinput></screen>
</step>
<step>
<para>Copy the following code into <filename>ip_whitelist.py</filename>. The following code is a middleware example that restricts access to a container based on IP address as explained at the beginning of the section. Middleware passes the request on to another application. This example uses the swift "swob" library to wrap Web Server Gateway Interface (WSGI) requests and responses into objects for swift to interact with. When you're done, save and close the file.</para>
<para>Copy the code in <xref linkend="ip_whitelist"/> into
<filename>ip_whitelist.py</filename>. The following code
is a middleware example that restricts access to a container
based on IP address as explained at the beginning of the
section. Middleware passes the request on to another
application. This example uses the swift "swob" library to
wrap Web Server Gateway Interface (WSGI) requests and
responses into objects for swift to interact with. When
you're done, save and close the file.</para>
<example xml:id="ip_whitelist">
<title>ip_whitelist.py</title>
<programlisting language="python"><?db-font-size 75%?># vim: tabstop=4 shiftwidth=4 softtabstop=4
@ -380,11 +390,12 @@ def filter_factory(global_conf, **local_conf):
<programlisting language="python"><?db-font-size 75%?>self.logger.debug("env = %(env)s", locals())</programlisting>
</step>
<step>
<para>To plug this middleware into the Swift Paste pipeline you edit one configuration file, <filename>/etc/swift/proxy-server.conf</filename>.</para>
<para>To plug this middleware into the swift Paste pipeline, you edit one configuration file, <filename>/etc/swift/proxy-server.conf</filename>.</para>
<screen><prompt>$</prompt> <userinput>vim /etc/swift/proxy-server.conf</userinput></screen>
</step>
<step>
<para>Find the <code>[filter:ratelimit]</code> section in <filename>/etc/swift/proxy-server.conf</filename>
<para>Find the <code>[filter:ratelimit]</code> section in
<filename>/etc/swift/proxy-server.conf</filename>,
and copy in the following configuration
section after it.</para>
<programlisting language="ini"><?db-font-size 75%?>[filter:ip_whitelist]
@ -398,7 +409,8 @@ paste.filter_factory = swift.common.middleware.ip_whitelist:filter_factory
deny_message = You shall not pass!</programlisting>
</step>
<step>
<para>Find the <code>[pipeline:main]</code> section in <filename>/etc/swift/proxy-server.conf</filename>
<para>Find the <code>[pipeline:main]</code> section in
<filename>/etc/swift/proxy-server.conf</filename>,
and add <code>ip_whitelist</code> after ratelimit to the list like
so. When you're done, save and close the
file.</para>
@ -406,57 +418,57 @@ deny_message = You shall not pass!</programlisting>
pipeline = catch_errors healthcheck proxy-logging cache bulk slo ratelimit ip_whitelist ...</programlisting>
</step>
<step>
<para>Restart the Swift Proxy service to make Swift
<para>Restart the Swift Proxy service to make swift
use your middleware. Start by switching to the
swift-proxy screen.</para>
<substeps>
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by pressing 3.</para></step>
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by <keycap>3</keycap>.</para></step>
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>C</keycap></keycombo> to kill the service.</para></step>
<step><para>Press Up Arrow to bring up the last command.</para></step>
<step><para>Press Enter to run it.</para></step>
</substeps>
</step>
<step>
<para>Test your middleware with the Swift CLI. Start
<para>Test your middleware with the <code>swift</code> CLI. Start
by switching to the shell screen and finish by
switching back to the <code>swift-proxy</code> screen
to check the log output.</para>
<substeps>
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by pressing 0.</para></step>
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by 0.</para></step>
<step><para>Make sure you're in the devstack directory.</para>
<screen><prompt>$</prompt> <userinput>cd /root/devstack</userinput></screen></step>
<step><para>Source openrc to setup your environment variables for the CLI.</para>
<step><para>Source openrc to set up your environment variables for the CLI.</para>
<screen><prompt>$</prompt> <userinput>source openrc</userinput></screen></step>
<step><para>Create a container called middleware-test.</para>
<screen><prompt>$</prompt> <userinput>swift post middleware-test</userinput></screen></step>
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by pressing <keycap>3</keycap> to check the log output.
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by <keycap>3</keycap> to check the log output.
</para></step></substeps></step>
<step>
<para>Among the log statements you'll see the lines.</para>
<screen><computeroutput>proxy-server Remote IP: my.instance.ip.address (txn: ...)
proxy-server Allow IPs: set(['my.instance.ip.address']) (txn: ...)</computeroutput></screen>
<para>These 2 statements are produced by
<para>These two statements are produced by
our middleware and show that the request was sent
from our DevStack instance and was allowed.</para>
</step>
<step xml:id="test_middleware_step">
<para>Test the middleware from outside of DevStack on
<step xml:id="test_middleware_step"><para>Test the middleware from outside DevStack on
a remote machine that has access to your DevStack
instance.</para>
<substeps>
<step>
<para>Install the Keystone and Swift clients on your local machine.</para>
<screen><prompt>#</prompt> <userinput>pip install python-keystoneclient python-swiftclient</userinput></screen></step>
<para>Install the <code>keystone</code> and <code>swift</code> clients on your local machine.</para>
<screen><prompt>#</prompt> <userinput>pip install python-keystoneclient python-swiftclient</userinput></screen></step>
<step><para>Attempt to list the objects in the middleware-test container.</para>
<screen><prompt>$</prompt> <userinput>swift --os-auth-url=http://my.instance.ip.address:5000/v2.0/ --os-region-name=RegionOne --os-username=demo:demo --os-password=devstack list middleware-test</userinput>
<computeroutput>
Container GET failed: http://my.instance.ip.address:8080/v1/AUTH_.../middleware-test?format=json 403 Forbidden   You shall not pass!</computeroutput></screen></step>
<computeroutput>Container GET failed: http://my.instance.ip.address:8080/v1/AUTH_.../middleware-test?format=json 403 Forbidden   You shall not pass!</computeroutput></screen></step>
</substeps></step>
<step>
<para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by pressing <keycap>3</keycap> to check the log output. Look at the Swift log statements again and among
the log statements you'll see the lines:</para>
<para>Press <keycombo><keycap>Ctrl</keycap>
<keycap>A</keycap></keycombo> followed by <keycap>3</keycap>
to check the log output. Look at the swift log statements again,
and among the log statements you'll see the lines:</para>
<screen><computeroutput>proxy-server Authorizing from an overriding middleware (i.e: tempurl) (txn: ...)
proxy-server ... IPWhitelistMiddleware
proxy-server Remote IP: my.local.ip.address (txn: ...)
@ -467,26 +479,29 @@ proxy-server IP my.local.ip.address denied access to Account=AUTH_... Container=
allowed IPs.</para>
</step>
<step>
<para>Back in your DevStack instance on the shell screen add
<para>Back in your DevStack instance on the shell screen, add
some metadata to your container to allow the request from
the remote machine.</para>
<substeps>
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by pressing <keycap>0</keycap>.</para></step>
<step><para>Press <keycombo>
<keycap>Ctrl</keycap>
<keycap>A</keycap>
</keycombo> followed by <keycap>0</keycap>.</para></step>
<step><para>Add metadata to the container to allow the IP.</para>
<screen><prompt>$</prompt> <userinput>swift post --meta allow-dev:my.local.ip.address middleware-test</userinput></screen>
</step>
<step>
<para>Now try the command from
<xref linkend="test_middleware_step"/> again and it
succeeds. There are no objects in the container so there is
nothing to list, however there is also no error to report.</para>
<para>Now try the command from <xref
linkend="test_middleware_step"/> again and it
succeeds. There are no objects in the container, so
there is nothing to list, however there is also no
error to report.</para>
</step></substeps>
</step>
</procedure>
<warning><para>Functional testing like this is not a replacement for
proper unit and integration testing but it serves to get
you started.</para></warning>
<warning><para>Functional testing like this is not a replacement for proper unit and
integration testing, but it serves to get you started.</para></warning>
<para>You can follow a similar pattern in other projects
that use the Python Paste framework. Simply create a
middleware module and plug it in through configuration.
@ -497,12 +512,11 @@ proxy-server IP my.local.ip.address denied access to Account=AUTH_... Container=
<code>conf</code> or <code>ini</code> configuration
files in <code>/etc/&lt;project&gt;</code> to identify
projects that use Paste.</para>
<para>When your middleware is done, we encourage you to open
source it and let the community know on the OpenStack
mailing list. Perhaps others need the same functionality.
They can use your code, provide feedback, and possibly
contribute. If enough support exists for it, perhaps you
can propose that it be added to the official Swift <link
<para>When your middleware is done, we encourage you to open source it
and let the community know on the OpenStack mailing list. Perhaps
others need the same functionality. They can use your code, provide
feedback, and possibly contribute. If enough support exists for it,
perhaps you can propose that it be added to the official swift <link
xlink:href="https://github.com/openstack/swift/tree/master/swift/common/middleware"
>middleware</link>
(https://github.com/openstack/swift/tree/master/swift/common/middleware).</para>
@ -522,11 +536,10 @@ proxy-server IP my.local.ip.address denied access to Account=AUTH_... Container=
However, depending on your user's use cases, the existing
schedulers might not meet your requirements. You might
need to create a new scheduler.</para>
<para>To create a scheduler you must inherit from the class
<code>nova.scheduler.driver.Scheduler</code>. Of the
five methods that you can override, you
<emphasis>must</emphasis> override the two methods
indicated with a "*" below.</para>
<para>To create a scheduler, you must inherit from the class
<code>nova.scheduler.driver.Scheduler</code>. Of the five
methods that you can override, you <emphasis>must</emphasis>
override the two methods marked with an asterisk (*) below.</para>
<itemizedlist>
<listitem>
<para>
@ -574,43 +587,43 @@ proxy-server IP my.local.ip.address denied access to Account=AUTH_... Container=
</listitem>
<listitem>
<para>
<emphasis role="bold"><code>key</code></emphasis>
The Keystone service.</para>
<emphasis role="bold"><code>key</code></emphasis> The
keystone service.</para>
</listitem>
<listitem>
<para>
<emphasis role="bold"><code>horizon</code></emphasis>
The Horizon dashboard web application.</para>
<emphasis role="bold"><code>horizon</code></emphasis> The
horizon dashboard web application.</para>
</listitem>
<listitem>
<para>
<emphasis role="bold"><code>n-{name}</code></emphasis>
The Nova services.</para>
<emphasis role="bold"><code>n-{name}</code></emphasis> The
nova services.</para>
</listitem>
<listitem>
<para>
<emphasis role="bold"><code>n-sch</code></emphasis>
The Nova scheduler service.</para>
<emphasis role="bold"><code>n-sch</code></emphasis> The nova
scheduler service.</para>
</listitem>
</itemizedlist>
<procedure>
<title>To create the scheduler and plug it in through
configuration:</title>
<step>
<para>The code for OpenStack lives in
<code>/opt/stack</code> so go to the nova
directory and edit your scheduler module. Change to the directory where Nova is installed:</para>
<para>The code for OpenStack lives in <code>/opt/stack</code>,
so go to the nova directory and edit your scheduler module.
Change to the directory where nova is installed:</para>
<screen><prompt>$</prompt> <userinput>cd /opt/stack/nova</userinput></screen></step>
<step><para>Create the <filename>ip_scheduler.py</filename> Python source code file.</para>
<screen><prompt>$</prompt> <userinput>vim nova/scheduler/ip_scheduler.py</userinput></screen>
</step>
<step>
<para>The following code is a driver that will schedule
servers to hosts based on IP address as
explained at the beginning of the section. Copy the
following code into ip_scheduler.py. When you're done,
save and close the file.</para>
<para>The code in <xref linkend="ip_scheduler"/> is a driver
that will schedule servers to hosts based on IP address as
explained at the beginning of the section. Copy the
code into <filename>ip_scheduler.py</filename>.
When you're done, save
and close the file.</para>
<example xml:id="ip_scheduler">
<title>ip_scheduler.py</title>
<programlisting language="python"><?db-font-size 65%?># vim: tabstop=4 shiftwidth=4 softtabstop=4
@ -657,7 +670,8 @@ class IPScheduler(driver.Scheduler):
super(IPScheduler, self).__init__(*args, **kwargs)
self.compute_rpcapi = compute_rpcapi.ComputeAPI()
def _filter_hosts(self, request_spec, hosts, filter_properties, hostname_prefix):
def _filter_hosts(self, request_spec, hosts, filter_properties,
hostname_prefix):
"""Filter a list of hosts based on hostname prefix."""
hosts = [host for host in hosts if host.startswith(hostname_prefix)]
@ -681,7 +695,8 @@ class IPScheduler(driver.Scheduler):
else:
hostname_prefix = 'dev'
hosts = self._filter_hosts(request_spec, hosts, filter_properties, hostname_prefix)
hosts = self._filter_hosts(request_spec, hosts, filter_properties,
hostname_prefix)
if not hosts:
msg = _("Could not find another compute")
raise exception.NoValidHost(reason=msg)
@ -737,21 +752,20 @@ class IPScheduler(driver.Scheduler):
request_spec)</programlisting>
</example>
<para>There is a lot of useful information in
<code>context</code>,
<code>request_spec</code>, and
<code>filter_properties</code> that you can
use to decide where to schedule the instance. To
find out more about what properties are available
you can insert the following log statements into
the <code>schedule_run_instance</code> method of
the scheduler above.</para>
<code>context</code>, <code>request_spec</code>, and
<code>filter_properties</code> that you can use to
decide where to schedule the instance. To find out more
about what properties are available, you can insert the
following log statements into the
<code>schedule_run_instance</code> method of the
scheduler above.</para>
<programlisting language="python"><?db-font-size 65%?>LOG.debug("context = %(context)s" % {'context': context.__dict__})
LOG.debug("request_spec = %(request_spec)s" % locals())
LOG.debug("filter_properties = %(filter_properties)s" % locals())</programlisting>
</step>
<step>
<para>To plug this scheduler into Nova
edit one configuration file, <filename>/etc/nova/nova.conf</filename>.</para>
<para>To plug this scheduler into nova, edit one configuration
file, <filename>/etc/nova/nova.conf</filename>.</para>
<screen><prompt>$</prompt> <userinput>vim /etc/nova/nova.conf</userinput></screen>
</step>
<step>
@ -760,29 +774,40 @@ LOG.debug("filter_properties = %(filter_properties)s" % locals())</programlistin
<programlisting language="ini"><?db-font-size 65%?>scheduler_driver=nova.scheduler.ip_scheduler.IPScheduler</programlisting>
</step>
<step>
<para>Restart the Nova scheduler service to make Nova
use your scheduler. Start by switching to the
<code>n-sch</code> screen.</para>
<para>Restart the nova scheduler service to make nova use your
scheduler. Start by switching to the <code>n-sch</code>
screen.</para>
<substeps>
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by pressing <keycap>9</keycap>.</para></step>
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by pressing <keycap>N</keycap> until you reach the n-sch screen.</para></step>
<step><para>Press <keycombo>
<keycap>Ctrl</keycap>
<keycap>A</keycap>
</keycombo> followed by <keycap>9</keycap>.</para></step>
<step><para>Press <keycombo>
<keycap>Ctrl</keycap>
<keycap>A</keycap>
</keycombo> followed by <keycap>N</keycap> until you
reach the n-sch screen.</para></step>
<step><para>Press <keycombo><keycap>Ctrl</keycap> <keycap>C</keycap></keycombo> to kill the service.</para></step>
<step><para>Press Up Arrow to bring up the last command.</para></step>
<step><para>Press Enter to run it.</para></step>
</substeps>
</step>
<step>
<para>Test your scheduler with the Nova CLI. Start by
switching to the <code>shell</code> screen and finish by
switching back to the <code>n-sch</code> screen to
check the log output.</para>
<para>Test your scheduler with the nova CLI. Start by switching
to the <code>shell</code> screen and finish by switching
back to the <code>n-sch</code> screen to check the log
output.</para>
<substeps>
<step>
<para>Press <keycombo><keycap>Ctrl</keycap> <keycap>A</keycap></keycombo> followed by pressing <keycap>0</keycap>.</para></step>
<step><para>Make sure you're in the devstack directory.</para>
<para>Press <keycombo>
<keycap>Ctrl</keycap>
<keycap>A</keycap>
</keycombo> followed by <keycap>0</keycap>.</para></step>
<step><para>Make sure you're in the <filename>devstack</filename> directory.</para>
<screen><prompt>$</prompt> <userinput>cd /root/devstack</userinput></screen>
</step>
<step><para>Source openrc to setup your environment variables for the CLI.</para>
<step><para>Source <filename>openrc</filename> to set up your environment variables
for the CLI.</para>
<screen><prompt>$</prompt> <userinput>source openrc</userinput></screen></step>
<step><para>Put the image ID for the only installed image into an environment variable.</para>
<screen><prompt>$</prompt> <userinput>IMAGE_ID=`nova image-list | egrep cirros | egrep -v "kernel|ramdisk" | awk '{print $2}'`</userinput></screen></step>
@ -791,22 +816,21 @@ LOG.debug("filter_properties = %(filter_properties)s" % locals())</programlistin
</step></substeps></step>
<step>
<para>Switch back to the <code>n-sch</code> screen. Among the
log statements you'll see the line:</para>
log statements, you'll see the line:</para>
<screen><computeroutput>2014-01-23 19:57:47.262 DEBUG nova.scheduler.ip_scheduler [req-... demo demo] Request from 162.242.221.84 scheduled to devstack-havana _schedule /opt/stack/nova/nova/scheduler/ip_scheduler.py:76</computeroutput></screen>
</step>
</procedure>
<warning><para>Functional testing like this is not a replacement for
proper unit and integration testing but it serves to get
you started.</para></warning>
<para>A similar pattern can be followed in other projects
that use the driver architecture. Simply create a module
and class that conform to the driver interface and plug it
in through configuration. Your code runs when that feature
is used and can call out to other services as necessary.
No project core code is touched. Look for a "driver" value
in the project's conf configuration files in
<code>/etc/&lt;project&gt;</code> to identify projects
that use a driver architecture.</para>
<para>A similar pattern can be followed in other projects that use the
driver architecture. Simply create a module and class that conform
to the driver interface and plug it in through configuration. Your
code runs when that feature is used and can call out to other
services as necessary. No project core code is touched. Look for a
"driver" value in the project's <filename>.conf</filename>
configuration files in <code>/etc/&lt;project&gt;</code> to identify
projects that use a driver architecture.</para>
<para>When your scheduler is done, we encourage you to open
source it and let the community know on the OpenStack
mailing list. Perhaps others need the same functionality.
@ -818,22 +842,21 @@ LOG.debug("filter_properties = %(filter_properties)s" % locals())</programlistin
</section>
<section xml:id="ops_dashboard">
<title>Customizing the Dashboard (Horizon)</title>
<para>The Dashboard is based on the Python
<link xlink:href="https://www.djangoproject.com/">Django</link>
(https://www.djangoproject.com/) web application framework. The
best guide to customizing it has already been written and can be
found at <link
<para>The dashboard is based on the Python <link
xlink:href="https://www.djangoproject.com/">Django</link>
(https://www.djangoproject.com/) web application framework. The best
guide to customizing it has already been written and can be found at
<link
xlink:href="http://docs.openstack.org/developer/horizon/topics/tutorial.html"
>Building on Horizon</link>
(http://docs.openstack.org/developer/horizon/topics/tutorial.html).
</para>
(http://docs.openstack.org/developer/horizon/topics/tutorial.html).</para>
</section>
<section xml:id="customize_conclusion">
<title>Conclusion</title>
<para>When operating an OpenStack cloud you may discover that your
<para>When operating an OpenStack cloud, you may discover that your
users can be quite demanding. If OpenStack doesn't do what your
users need, it may be up to you to fulfill those requirements.
This chapter provided you with some options for customization and
gave you the tools you need to get started.</para>
users need, it may be up to you to fulfill those requirements. This
chapter provided you with some options for customization and gave
you the tools you need to get started.</para>
</section>
</chapter>