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coreos-bootimage-streams: Standardized CoreOS bootimage metadata
This is a preparatory subset of the larger enhancement for [in-cluster CoreOS bootimage creation](#201). This enhancement calls for a standardized JSON format for (RHEL) CoreOS bootimage metadata to be placed at https://mirror.openshift.com *and* included in a new `rhel-coreos-bootimages` image included in the release image.
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--- | ||
title: coreos-bootimage-streams | ||
authors: | ||
- "@cgwalters" | ||
reviewers: | ||
- "@coreos-team" | ||
approvers: | ||
- "@coreos-team" | ||
creation-date: 2021-03-04 | ||
last-updated: 2021-03-04 | ||
status: provisional | ||
--- | ||
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# Standardized CoreOS bootimage metadata | ||
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This is a preparatory subset of the larger enhancement for [in-cluster CoreOS bootimage creation](https://github.com/openshift/enhancements/pull/201). | ||
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This enhancement calls for a standardized JSON format for (RHEL) CoreOS bootimage metadata to be placed at https://mirror.openshift.com *and* included in a new `rhel-coreos-bootimages` image included in the release image. | ||
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## Release Signoff Checklist | ||
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- [ ] Enhancement is `implementable` | ||
- [ ] Design details are appropriately documented from clear requirements | ||
- [ ] Test plan is defined | ||
- [ ] Graduation criteria for dev preview, tech preview, GA | ||
- [ ] User-facing documentation is created in [openshift-docs](https://github.com/openshift/openshift-docs/) | ||
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## Summary | ||
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Since the initial release of OpenShift 4, we have "pinned" RHCOS bootimage metadata inside [openshift/installer](https://github.com/openshift/installer). | ||
In combination with the binding between the installer and release image, this means that everything needed to install OpenShift (including the operating system "bootimages" such as e.g. AMIs and OpenStack `.qcow2` files) are all captured behind the release image which we can test and ship as an atomic unit. | ||
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We have a mechanism to do [in place updates](https://github.com/openshift/machine-config-operator/blob/master/docs/OSUpgrades.md), but there is no automated mechanism to update "bootimages" past a cluster installation. | ||
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This enhancement does not describe an automated mechanism to do this: the initial goal is to include this metadata in a standardized format in the cluster and at mirror.openshift.com so that UPI installations can do this manually, and we can start work on an IPI mechanism. | ||
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### Stream metadata format | ||
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As part of unifying Fedora CoreOS and RHEL CoreOS, we have standardized on the "stream metadata" format used by FCOS. More in [FCOS docs](https://docs.fedoraproject.org/en-US/fedora-coreos/getting-started/) and [this RHCOS issue](https://github.com/openshift/os/issues/477). | ||
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There is a new [stream-metadata-go](https://github.com/coreos/stream-metadata-go) library to consume this data. | ||
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### Adding a new git repository and release image component + configmap with this data | ||
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A new git repository https://github.com/openshift/rhel-coreos-bootimages will be created (based on [an existing prototype repository](https://github.com/cgwalters/rhel-coreos-bootimages)). It will have the stream JSON. | ||
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Additionally, this repository will be included in the release image as `rhel-coreos-bootimages` and it will use the CVO to install a `configmap/coreos-bootimages` in the `openshift-machine-config-operator` namespace. | ||
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### Update `oc adm release new` to patch the installer binary to inject this data | ||
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The installer needs CoreOS to start at all; today the bootimages are used for the bootstrap node | ||
and control plane which are created by the installer directly. In order to avoid duplicating the | ||
metadata, change `oc adm release new` to *binary patch* the included `openshift-install` | ||
binary, in the same way we [do for the release image](https://github.com/openshift/installer/pull/1422). | ||
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The RHCOS team will take over maintenance, CI, and automation of `rhel-coreos-bootimages`. For OKD, | ||
the OKD team will adapt their existing tooling to create something similar for Fedora CoreOS. | ||
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### Add `oc adm release info --coreos-bootimages quay.io/openshift-release-dev/ocp-release:4.7.0-x86_64` | ||
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This command will extract the CoreOS bootimage stream metadata from a release image and should be used by UPI installs (including our many existing automated tests for UPI). | ||
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Additionally, we will add `oc adm release coreos-download -p openstack` which will e.g. download the OpenStack `.qcow2`, including verifying its integrity. | ||
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### Data available at https://mirror.openshift.com | ||
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The way we deliver bootimages at http://mirror.openshift.com/pub/openshift-v4/x86_64/dependencies/rhcos/4.7/latest/ is not friendly to automation. By placing the stream metadata JSON there, we gain a standardized machine-readable format. | ||
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The ART team will synchronize the stream metadata with the data embedded in the latest release image for a particular OpenShift minor. | ||
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## Motivation | ||
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### Goal 1: Including metadata in the cluster so that we can later write automated IPI/machineAPI updates | ||
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Lay the groundwork so that one or both of the MCO or machineAPI operators can act on this data, and e.g. in an AWS cluster update the machineset to use a new base AMI. | ||
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### Goal 2: Provide a standardized JSON file UPI installs | ||
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See above - this JSON file will be available in multiple ways for UPI installations. | ||
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### Goal 3: Provide a standardized JSON file for bare metal IPI and baremetal devscripts | ||
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Bare metal IPI and [baremetal devscripts](https://github.com/openshift-metal3/dev-scripts/blob/7e4800462fa7e71aaa9e4a7f4eb10166a6b1789c/rhcos.sh#L14) also | ||
parse the existing `rhcos.json`, this enhancement calls for updating them to either | ||
pull the data from the release image or use the `mirror.openshift.com` path (TBD). | ||
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### Non-Goals | ||
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#### Replacing the default in-place update path | ||
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In-place updates as [managed by the MCO](https://github.com/openshift/machine-config-operator/blob/master/docs/OSUpgrades.md) today works fairly seamlessly. | ||
We can't require that everyone fully reprovision a machine in order to do in-place updates - that makes updates *much* more expensive, particularly on bare metal environments. | ||
It implies re-downloading all container images, etc. | ||
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Today in OpenShift 4, the control plane is also somewhat of a "pet" - we don't have streamlined support for reprovisioning control plane nodes even in IaaS/cloud and hence must continue to do in-place updates. | ||
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At some point, along with the [larger in-cluster bootimage generation enhancement](https://github.com/openshift/enhancements/pull/201) we hope to streamline bootimage updates sufficiently that at some point we could *require* | ||
newly scaled up workers to use them. But this enhancement will not add any such requirement. | ||
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### User Stories | ||
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#### Story 1 | ||
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An OpenShift core developer can write a PR which reads the configmap from the cluster and acts on it to update the machinesets to e.g. use a new AMI. | ||
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We can start on other nuanced problems like ensuring we only update the machinesets once a controlplane update is complete, or potentially even offering an option in IPI/machineAPI installs to drain and replace workers instead of doing in-place updates. | ||
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#### Story 2 | ||
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ACME Corp runs OpenShift 4 on vSphere in an on-premise environment not connected to the public Internet. They have (traditional) RHEL 7 already imported into the environment and already pre-configured and managed by the operations team. | ||
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The administrator boots an instance there, logs in via ssh, downloads an `oc` binary. They proceed to follow the instructions for preparing a [mirror registry](https://docs.openshift.com/container-platform/4.7/installing/install_config/installing-restricted-networks-preparations.html). | ||
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The administrator also uses `oc adm release coreos-download -p vsphere quay.io/openshift-release-dev/ocp-release:4.7.0-x86_64` to download the required OVA. Then the administrator uploads it to the vSphere instance. | ||
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From that point, the operations team can use `openshift-install` in UPI mode, referencing that already uploaded bootimage and the internally mirrored OpenShift release image content. | ||
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### Risks and Mitigations | ||
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We may discover even more things depend on `rhcos.json` inside the installer. We may have to fall back to continuing to maintain a copy in the installer git (in the old format) for a cycle. | ||
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## Design Details | ||
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### Test Plan | ||
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This will be well covered by existing CI flows for IPI. For UPI, it will become trickier because the jobs will need to become more OpenShift version dependent. | ||
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### Graduation Criteria | ||
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TBD | ||
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### Version Skew Strategy | ||
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We already have to deal with problems of skew in UPI installs in particular - things like administrators trying to use a 4.2 vSphere OVA to install 4.7, etc. This standardizes an API for the future around discovering and maintaining these images. | ||
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## Implementation History | ||
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## Drawbacks | ||
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## Alternatives | ||
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None, we need to do something here. |