Install Baremetal Operator

Installing Baremetal Operator (BMO) involves usually three steps:

Clone Metal3 BMO repository https://github.com/metal3-io/baremetal-operator.git.
Adapt the configuration settings to your specific needs.
Deploy BMO in the cluster with or without Ironic.

Note: This guide assumes that a local clone of the repository is available.

Configuration Settings

Review and edit the file ironic.env found in config/default. The operator supports several configuration options for controlling its interaction with Ironic.

DEPLOY_RAMDISK_URL – The URL for the ramdisk of the image containing the Ironic agent.

DEPLOY_KERNEL_URL – The URL for the kernel to go with the deploy ramdisk.

DEPLOY_ISO_URL – The URL for the ISO containing the Ironic agent for drivers that support ISO boot. Optional if kernel/ramdisk are set.

IRONIC_ENDPOINT – The URL for the operator to use when talking to Ironic.

IRONIC_CACERT_FILE – The path of the CA certificate file of Ironic, if needed

IRONIC_INSECURE – (“True”, “False”) Whether to skip the ironic certificate validation. It is highly recommend to not set it to True.

IRONIC_CLIENT_CERT_FILE – The path of the Client certificate file of Ironic, if needed. Both Client certificate and Client private key must be defined for client certificate authentication (mTLS) to be enabled.

IRONIC_CLIENT_PRIVATE_KEY_FILE – The path of the Client private key file of Ironic, if needed. Both Client certificate and Client private key must be defined for client certificate authentication (mTLS) to be enabled.

IRONIC_SKIP_CLIENT_SAN_VERIFY – (“True”, “False”) Whether to skip the ironic client certificate SAN validation.

BMO_CONCURRENCY – The number of concurrent reconciles performed by the Operator. Default is the number of CPUs, but no less than 2 and no more than 8.

PROVISIONING_LIMIT – The desired maximum number of hosts that could be (de)provisioned simultaneously by the Operator. The limit does not apply to hosts that use virtual media for provisioning. The Operator will try to enforce this limit, but overflows could happen in case of slow provisioners and / or higher number of concurrent reconciles. For such reasons, it is highly recommended to keep BMO_CONCURRENCY value lower than the requested PROVISIONING_LIMIT. Default is 20.

IRONIC_EXTERNAL_URL_V6 – This is the URL where Ironic will find the image for nodes that use IPv6. In dual stack environments, this can be used to tell Ironic which IP version it should set on the BMC.

Deprecated options

IRONIC_INSPECTOR_ENDPOINT – The URL for the operator to use when talking to Ironic Inspector. Only supported before baremetal-operator 0.5.0.

Kustomization Configuration

It is possible to deploy baremetal-operator with three different operator configurations, namely:

operator with ironic
operator without ironic
ironic without operator

A detailed overview of the configuration is presented in the following sections.

Notes on external Ironic

When an external Ironic is used, the following requirements must be met:

Either HTTP basic or no-auth authentication must be used (Keystone is not supported).
API version 1.74 (Xena release cycle) or newer must be available.

Authenticating to Ironic

Because hosts under the control of Metal³ need to contact the Ironic API during inspection and provisioning, it is highly advisable to require authentication on those APIs, since the provisioned hosts running user workloads will remain connected to the provisioning network.

Configuration

The baremetal-operator supports connecting to Ironic with the following auth_strategy modes:

noauth (no authentication - not recommended)
http_basic (HTTP Basic access authentication)

Note that Keystone (OpenStack Identity) authentication methods are not yet supported.

Authentication configuration is read from the filesystem, beginning at the root directory specified in the environment variable METAL3_AUTH_ROOT_DIR. If this variable is empty or not specified, the default is /opt/metal3/auth.

Within the root directory, there is a separate subdirectory ironic for Ironic client configuration.

`noauth`

This is the default, and will be chosen if the auth root directory does not exist. In this mode, the baremetal-operator does not attempt to do any authentication against the Ironic APIs.

`http_basic`

This mode is configured by files in each authentication subdirectory named username and password, and containing the Basic auth username and password, respectively.

Running Bare Metal Operator with or without Ironic

This section explains the deployment scenarios of deploying Bare Metal Operator(BMO) with or without Ironic as well as deploying only Ironic scenario.

These are the deployment use cases addressed:

Deploying baremetal-operator with Ironic.
Deploying baremetal-operator without Ironic.
Deploying only Ironic.

Current structure of baremetal-operator config directory

tree config/
config/
├── basic-auth
│   ├── default
│   │   ├── credentials_patch.yaml
│   │   └── kustomization.yaml
│   └── tls
│       ├── credentials_patch.yaml
│       └── kustomization.yaml
├── certmanager
│   ├── certificate.yaml
│   ├── kustomization.yaml
│   └── kustomizeconfig.yaml
├── crd
│   ├── bases
│   │   ├── metal3.io_baremetalhosts.yaml
│   │   ├── metal3.io_firmwareschemas.yaml
│   │   └── metal3.io_hostfirmwaresettings.yaml
│   ├── kustomization.yaml
│   ├── kustomizeconfig.yaml
│   └── patches
│       ├── cainjection_in_baremetalhosts.yaml
│       ├── cainjection_in_firmwareschemas.yaml
│       ├── cainjection_in_hostfirmwaresettings.yaml
│       ├── webhook_in_baremetalhosts.yaml
│       ├── webhook_in_firmwareschemas.yaml
│       └── webhook_in_hostfirmwaresettings.yaml
├── default
│   ├── ironic.env
│   ├── kustomization.yaml
│   ├── manager_auth_proxy_patch.yaml
│   ├── manager_webhook_patch.yaml
│   └── webhookcainjection_patch.yaml
├── kustomization.yaml
├── manager
│   ├── kustomization.yaml
│   └── manager.yaml
├── namespace
│   ├── kustomization.yaml
│   └── namespace.yaml
├── OWNERS
├── prometheus
│   ├── kustomization.yaml
│   └── monitor.yaml
├── rbac
│   ├── auth_proxy_client_clusterrole.yaml
│   ├── auth_proxy_role_binding.yaml
│   ├── auth_proxy_role.yaml
│   ├── auth_proxy_service.yaml
│   ├── baremetalhost_editor_role.yaml
│   ├── baremetalhost_viewer_role.yaml
│   ├── firmwareschema_editor_role.yaml
│   ├── firmwareschema_viewer_role.yaml
│   ├── hostfirmwaresettings_editor_role.yaml
│   ├── hostfirmwaresettings_viewer_role.yaml
│   ├── kustomization.yaml
│   ├── leader_election_role_binding.yaml
│   ├── leader_election_role.yaml
│   ├── role_binding.yaml
│   └── role.yaml
├── render
│   └── capm3.yaml
├── samples
│   ├── metal3.io_v1alpha1_baremetalhost.yaml
│   ├── metal3.io_v1alpha1_firmwareschema.yaml
│   └── metal3.io_v1alpha1_hostfirmwaresettings.yaml
├── tls
│   ├── kustomization.yaml
│   └── tls_ca_patch.yaml
└── webhook
    ├── kustomization.yaml
    ├── kustomizeconfig.yaml
    ├── manifests.yaml
    └── service_patch.yaml

The config directory has one top level folder for deployment, namely default and it deploys only baremetal-operator through kustomization file calling manager folder. In addition, basic-auth, certmanager, crd, namespace, prometheus, rbac, tls and webhook folders have their own kustomization and yaml files. samples folder includes yaml representation of sample CRDs.

Current structure of ironic-deployment directory

tree ironic-deployment/
ironic-deployment/
├── base
│   ├── ironic.yaml
│   └── kustomization.yaml
├── components
│   ├── basic-auth
│   │   ├── auth.yaml
│   │   ├── ironic-auth-config
│   │   ├── ironic-auth-config-tpl
│   │   ├── ironic-htpasswd
│   │   └── kustomization.yaml
│   ├── keepalived
│   │   ├── ironic_bmo_configmap.env
│   │   ├── keepalived_patch.yaml
│   │   └── kustomization.yaml
│   └── tls
│       ├── certificate.yaml
│       ├── kustomization.yaml
│       ├── kustomizeconfig.yaml
│       └── tls.yaml
├── default
│   ├── ironic_bmo_configmap.env
│   └── kustomization.yaml
├── overlays
│   ├── basic-auth_tls
│   │   ├── basic-auth_tls.yaml
│   │   └── kustomization.yaml
│   └── basic-auth_tls_keepalived
│       └── kustomization.yaml
├── OWNERS
└── README.md

The ironic-deployment folder contains kustomizations for deploying Ironic. It makes use of kustomize components for basic auth, TLS and keepalived configurations. This makes it easy to combine the configurations, for example basic auth + TLS. There are some ready made overlays in the overlays folder that shows how this can be done. For more information, check the readme in the ironic-deployment folder.

Deployment commands

There is a useful deployment script that configures and deploys BareMetal Operator and Ironic. It requires some variables :

IRONIC_HOST : domain name for Ironic
IRONIC_HOST_IP : IP on which Ironic is listening

In addition you can configure the following variables. They are optional. If you leave them unset, then passwords and certificates will be generated for you.

KUBECTL_ARGS : Additional arguments to kubectl apply
IRONIC_USERNAME : username for ironic
IRONIC_PASSWORD : password for ironic
IRONIC_CACERT_FILE : CA certificate path for ironic
IRONIC_CAKEY_FILE : CA certificate key path, unneeded if ironic
certificates exist
IRONIC_CERT_FILE : Ironic certificate path
IRONIC_KEY_FILE : Ironic certificate key path
MARIADB_KEY_FILE: Path to the key of MariaDB
MARIADB_CERT_FILE: Path to the cert of MariaDB
MARIADB_CAKEY_FILE: Path to the CA key of MariaDB
MARIADB_CACERT_FILE: Path to the CA certificate of MariaDB

Before version 0.5.0, Ironic Inspector parameters were also used:

IRONIC_INSPECTOR_USERNAME : username for inspector
IRONIC_INSPECTOR_PASSWORD : password for inspector
IRONIC_INSPECTOR_CERT_FILE : Inspector certificate path
IRONIC_INSPECTOR_KEY_FILE : Inspector certificate key path
IRONIC_INSPECTOR_CACERT_FILE : CA certificate path for inspector, defaults to IRONIC_CACERT_FILE
IRONIC_INSPECTOR_CAKEY_FILE : CA certificate key path, unneeded if inspector certificates exist

Then run :

./tools/deploy.sh [-b -i -t -n -k]

-b: deploy BMO
-i: deploy Ironic
-t: deploy with TLS enabled
-n: deploy without authentication
-k: deploy with keepalived

This will deploy BMO and / or Ironic with the proper configuration.

Useful tips

It is worth mentioning some tips for when the different configurations are useful as well. For example:

Only BMO is deployed, in a case when Ironic is already running, e.g. as part of Cluster API Provider Metal3 (CAPM3) when a successful pivoting state was met and ironic being deployed.
BMO and Ironic are deployed together, in a case when CAPM3 is not used and baremetal-operator and ironic containers to be deployed together.
Only Ironic is deployed, in a case when BMO is deployed as part of CAPM3 and only Ironic setup is sufficient, e.g. clusterctl provided by Cluster API(CAPI) deploys BMO, so that it can take care of moving the BaremetalHost during the pivoting.

Important Note When the baremetal-operator is deployed through metal3-dev-env, baremetal-operator container inherits the following environment variables through configmap:


$PROVISIONING_IP
$PROVISIONING_INTERFACE

In case you are deploying baremetal-operator locally, make sure to populate and export these environment variables before deploying.

Metal³ user-guide