tl;dr Containers represent a massive, and also mandatory, opportunity for TripleO. Lets start thinking about ways that we can take maximum advantage to achieve the goals of the project.

Now that you have the tl;dr I'm going to start from the beginning, so settle in and grab yourself a cup of coffee or other poison of your choice.

After working on developing Heat from the very beginning of the project in early 2012 and debugging a bunch of TripleO deployments in the field, it is my considered opinion that Heat is a poor fit for the workloads that TripleO is currently asking of it. To illustrate why, I need to explain what it is that Heat is really designed to do.

Here's a theoretical example of how I've always imagined Heat software deployments would make Heat users' lives better. For simplicity, I'm just going to model two software components, a user-facing service that connects to some back-end service:

  resources:
    backend_component:
      type: OS::Heat::SoftwareComponent
      properties:
        configs:
          - tool: script
            actions:
              - CREATE
              - UPDATE
            config: |
              PORT=$(get_backend_port || random_port)
              stop_backend
              start_backend $DEPLOY_VERSION $PORT $CONFIG
              addr="$(hostname):$(get_backend_port)"
              printf '%s' "$addr" >${heat_outputs_path}.host_and_port
          - tool: script
            actions:
              - DELETE
            config: |
               stop_backend
         inputs:
           - name: DEPLOY_VERSION
           - name: CONFIG
         outputs:
           - name: host_and_port

    frontend_component:
      type: OS::Heat::SoftwareComponent
      properties:
        configs:
          - tool: script
            actions:
              - CREATE
              - UPDATE
            config: |
              stop_frontend
              start_frontend $DEPLOY_VERSION $BACKEND_ADDR $CONFIG
          - tool: script
            actions:
              - DELETE
            config: |
              stop_frontend
        inputs:
          - name: DEPLOY_VERSION
          - name: BACKEND_ADDR
          - name: CONFIG

    backend:
      type: OS::Heat::SoftwareDeployment
      properties:
        server: {get_resource: backend_server}
        name: {get_param: backend_version} # Forces upgrade replacement
        actions: [CREATE, UPDATE, DELETE]
        config: {get_resource: backend_component}
        input_values:
          DEPLOY_VERSION: ${get_param: backend_version}
          CONFIG: ${get_param: backend_config}

    frontend:
      type: OS::Heat::SoftwareDeployment
      properties:
        server: {get_resource: frontend_server}
        name: {get_param: frontend_version} # Forces upgrade replacement
        actions: [CREATE, UPDATE, DELETE]
        config: {get_resource: frontend_component}
        input_values:
          DEPLOY_VERSION: ${get_param: frontend_version}
          BACKEND_ADDR: {get_attr: [backend, host_and_port]}
          CONFIG: ${get_param: frontend_config}


This is actually quite a beautiful system, if I may say so:

- Whenever a version changes, Heat knows to update that component, and the components can be updated independently. - If the backend in this example restarts on a different port, the frontend is updated to point to the new port. - Everything is completely agnostic as to which server it is running on. They could be running on the same server or different servers. - Everything is integrated with the infrastructure (not only the servers you're deploying on and the networks and volumes connected to them, but also things like load balancers), so everything is created at the right time, in parallel where possible, and any errors are reported all in one place. - If something requires e.g. a restart after changing another component, we can encode that. And if it doesn't, we can encode that too. - There's next to no downtime required: if e.g. we upgrade the backend, we first deploy a new one listening on a new port, then update the frontend to listen on the new port, then finally shut down the old backend. Again, we can choose when we want this and when we just want to update in place and reload. - The application doesn't even need to worry about versioning the protocol that its two constituent parts communicate over: as long as the backend_version and frontend_version that we pass are always compatible, only compatible versions of the two services ever talk to each other. - If anything at all fails at any point before, during or after this part of the template, Heat can automatically roll everything back into the exact same state as it was in before, without any outside intervention. You can insert test deployments that check everything is working and have them automatically roll back if it's not, all with no downtime for users.

So you can use this to do something like a fancier version of blue-green deployment,[1] where you're actually rolling out the (virtualised) hardware and infrastructure in a blue-green fashion along with the software. Not only that, you can choose to replace your whole stack or only parts of it. (Note: the way I had to encode this in the example above, by changing the deployment name so that it forces a resource replacement, is a hack. We really need a feature to specify in a software config resource which inputs should result in a replacement on change.)

It's worth noting that in practice you really, really want everything deployed in containers to make this process work consistently, even though *in theory* you could make this work (briefly) without them. In particular, rollback without containers is a dicey proposition. When we first started talking about implementing software deployments in Heat I half-seriously suggested that maybe we should make containers the only allowed type of software deployment, and I kind of wonder now if I shouldn't have pressed harder on that point.


In any event, unfortunately as everyone involved in TripleO knows, the way TripleO uses Heat looks nothing like this. It actually looks more like this:

  resources:
    install_all_the_things_on_one_server_config:
      type: OS::Heat::SoftwareConfig
      properties:
        actions: [CREATE]
        config: {get_file: install_all_the_things_on_one_server.sh}

    update_all_the_things_on_one_server_config:
      type: OS::Heat::SoftwareConfig
      properties:
        actions: [UPDATE]
        config: {get_file: update_all_the_things_on_one_server.sh}
        inputs:
          - name: update_count

    ...

(Filling in the rest is left as an exercise to the reader. You're welcome.)

Not illustrated are the multiple sources of truth that we have: puppet modules (packaged on the server), puppet manifests and hieradata (delivered via Heat), external package repositories. Heat is a dataflow language but much of the data it should be operating on is actually hidden from it. That's going about as well as you might expect.

Due to the impossibility of ever rolling back a deployment like one of those, we just disable rollback for the overcloud templates, so if there's a failure we end up stuck in whatever intermediate state we were in when the script died. That can leave things in an state where recovery is not automatic when 'earlier' deployments (like the package update) end up depending on state set up by 'later' deployments (like the post- scripts, which manipulate Pacemaker's state in Pacemaker-based deployments). Even worse, many of the current scripts leave the machine in a state that requires manual recovery should they fail part-way through.

Indeed, this has literally none of the benefits of the ideal Heat deployment enumerated above save one: it may be entirely the wrong tool in every way for the job it's being asked to do, but at least it is still well-integrated with the rest of the infrastructure.

Now, at the Mitaka summit we discussed the idea of a 'split stack', where we have one stack for the infrastructure and a separate one for the software deployments, so that there is no longer any tight integration between infrastructure and software. Although it makes me a bit sad in some ways, I can certainly appreciate the merits of the idea as well. However, from the argument above we can deduce that if this is the *only* thing we do then we will end up in the very worst of all possible worlds: the wrong tool for the job, poorly integrated. Every single advantage of using Heat to deploy software will have evaporated, leaving only disadvantages.

So what would be a good alternative? And how would we evaluate the options?


To my mind, the purpose of the TripleO project is this: to ensure that there is an OpenStack community collaborating around each part of the OpenStack installation/management story. We don't care about TripleO "owning" that part (all things being equal, we'd prefer not to), just that nobody should have to go outside the OpenStack community and/or roll their own thing to install OpenStack unless they want to. So I think the ability to sustain a community around whatever solution we choose ought to be a primary consideration.

The use of Ironic has been something of a success story here. There's only one place to add hardware support to enable both installing OpenStack itself on bare-metal via TripleO and the 'regular' bare-metal-to-tenant use case of Ironic. This is a clear win/win.

Beyond getting the bare-metal machines marshalled, the other part of the solution is configuration management and orchestration of the various software services. When TripleO started there was nowhere in OpenStack that was defining the relationships between services needed to orchestrate them. To a large extent there still isn't. I think that one of the reasons we adopted Puppet in TripleO was that it was supposed to provide this, at least within a limited scope (i.e. on one machine - the puppet-deploying community is largely using Ansible to orchestrate across boxes, and we are using Heat). However, what we've discovered in the past few months is that Puppet is actually not able to fulfil this role as long as we support Pacemaker-based deployments as an option, because in that case Pacemaker actually has control of starting and stopping all of the services. As a result we are back to defining it all ourselves in the Pacemaker config plus various hacky shell scripts, instead of relying on (and contributing to!) a larger community. Even ignoring that, Puppet doesn't solve the problem of orchestrating across multiple machines.


Clearly one option would be to encode everything in Heat along the lines of the first example above. I think once we have containers this could actually work really well for compute nodes and other types of scale-out nodes (e.g. Swift nodes). The scale-out model of Heat scaling groups works really well for this use case, and between the improvements we have put in place (like batched updates and user hooks) and those still on the agenda (like notifications + automatic Mistral workflow triggering on hooks) Heat could provide a really good way of capturing things like migrating user workloads on scale down and rolling updates in the templates, so that they can be managed completely automatically by the undercloud with no client involvement (and when the undercloud becomes HA, they'll get HA for free). I'd be pretty excited to see this tried. The potential downside is that the orchestration definitions are still trapped inside the TripleO templates, so they're not being shared outside of the TripleO community. This is probably justified though owing to its close ties to the underlying infrastructure.

An alternative out of left field: as far as I can gather the "completely new way of orchestrating activities" used by the new Puppet Application Orchestration thing[2] uses substantially the same model as I described for Heat above. If we added Puppet Application Orchestration data to openstack-puppet-modules then it may be possible to write a tool to generate Heat templates from that data. However in talking with Emilien it sounds like o-p-m is quite some time away from tackling PAO. So I don't think this is really feasible.

In any event, it's when we get to the controller nodes that the downsides become more pronounced. We're no longer talking about one deployment per service like I sketched above; each service is actually multiple deployments forming an active-active cluster with virtual IPs and failover and all that jazz. It may be that everything would just work the same way, but we would be in uncharted territory and there would likely be unanticipated subtleties. It's particularly unclear how we would handle stop-the-world database migrations in this model, although we do have the option of hoping that stop-the-world database migrations will have been completely phased out by then.

To make it even more complicated, we ultimately want the services to heterogeneously spread among controller nodes in a configurable way. I believe that Dan's work on composable roles has already gone some way toward this without even using containers, but it's likely to become increasingly difficult to model in Heat without some sort of template generation. (I personally think that template generation would be a Good Thing, but we've chosen not to go down that path so far.) Quite possibly even just having composable roles could make it untenable to continue maintaining separate Pacemaker and non-Pacemaker deployment modes. It'd be really nice to have the flexibility to do things like scale out different services at different rates. What's more, we are going to need some way of redistributing services when a machine in the cluster fails, and ultimately we would like that process to be automated, which would *require* a template generation service.

We certainly *could* build all of that. But we definitely shouldn't because this is the kind of thing that services like Kubernetes and Apache Mesos are designed to do already. And that raises another possibility: Angus & friends are working on capturing the orchestration relationships for Mesos+Marathon within the Kolla project (specifically, in the kolla-mesos repository). This represents a tremendous opportunity for the TripleO project to further its mission of having the same deployment tools available to everyone as an official part of the OpenStack project without having to maintain them separately.

As of the Liberty release, Magnum now supports provisioning Mesos clusters, so TripleO wouldn't have to maintain the installer for that either. (The choice of Mesos is somewhat unfortunate in our case, because Magnum's Kubernetes support is much more mature than its Mesos support, and because the reasons for the decision are about to be or have already been overtaken by events - I've heard reports that the features that Kubernetes was missing to allow it to be used for controller nodes, and maybe even compute nodes, are now available. Nonetheless, I expect the level of Magnum support for Mesos is likely workable.) This is where the TripleO strategy of using OpenStack to deploy OpenStack can really pay dividends: because we use Ironic all of our servers are accessible through the Nova API, so in theory we can just run Magnum out of the box.


The chances of me personally having time to prototype this are slim-to-zero, but I think this is a path worth investigating.

cheers,
Zane.


[1] http://martinfowler.com/bliki/BlueGreenDeployment.html
[2] https://puppetlabs.com/introducing-puppet-application-orchestration

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