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Bringing Cloud Native Architecture to Physical Infrastructure
Rob Hirschfeld (CEO) & Greg Althaus (CTO)
November, 2017
2
An eight year history building physical automation
Learned many DevOps lessons in the field
then created first OpenStack installer: “Crowbar”
1)
2)
Rob Hirschfeld
Greg Althaus
3
Lack of hardware integratation reduces flexibility, increases costs
Provision
displacing
Control
displacing
Orchestrate
co-exist
Platforms
collaborative
INTEGRATION GAP
4
Don’t replace good orchestration tools and platforms!
But, let’s make those tools work for physical and cloud
Provision
displacing
Control
displacing
Orchestrate
co-exist
Platforms
collaborative
5
RackN provides unified management and automation packages
Digital Rebar is open source, on-premises provisioning endpoint
6
Configuration packages are
composable so that sites can
combine shared, commercial and
custom automation.
Architectured to have sharable
components that can centrally
validated then field upgraded.
7
Rack
PXE
DR Provision handles boot requests
using native O/S installers.
DR Agent
● runs post-provision scripts
without SSH.
● can stream images to disk.
● hands off to other agents like
Chef, Puppet or Ansible if needed.
Server
Server
Server
Server
Server
O/S Kick
Provision
Service
AgentPost
Register / Run
8
Provides all core provisioning protocols
from a single executable.
Small enough to run embedded in a switch,
and can scale to 1000s of machines.
Configured via REST API with a 12-factor
design pattern.
Self-contained. No external dependencies.
Digital Rebar Provision Service
Core Services:
*DHCP or Provision services are optional depending
on configuration requirements.
API / UI
Service API (/api/v3)
UI Redirect (/ui)8092/tcp
DHCP*:
Address Management
Next Boot Services67/udp
PROVISION*:
PXE Boot Images
Dynamic Templates
Static Files
Config
Data
File
System69/udp
8091/tcp
TFTP
HTTPS
DHCP
HTTP
No External
Database
Required
9
Centered on Open Source Provisioning
Building management tools and integration ecosystem
Down Stack
Hardware
Integrations
Up Stack
Platform
Integrations
RackN
Support
Multi-Site
Syncronizer
RackN
Self-Service
Portal
Open
Digital
Rebar
Community Content
Packages
Advanced Content
Packages
The hardware automation problem
is NOT the lack of provisioning…
12
Provisioning
System
Requested
State
Returned
State
13
Provision requests are for a system state
with optional parameters.
The intermediate changes to achieve the
state are not exposed to the requester.
Operators of the provisioning system
require high transparency, staged
operation and control.
Provisioning
System
Reset Join
Install
Config
Test
Requested
State
Returned
State
14
Physical Server
reboot
reboot
New
Server
RAM BOOT
Discovery &
Inventory
DISK BOOT
Production
O/S
RAM BOOT
Clean &
Recover
Install O/S
Kickstart
Template
Control
Tasks &
Plugins
Provision
DHCP, PXE
& Register
Control
Tasks &
Plugins
Provision
DHCP, PXE
& Register
Provision
DHCP, PXE
& Register
O/S Install ImageDiscovery Image Recovery Image
15
Digital Rebar Scaffold
Distributed On-Premises
Discover Customer
Burn-In
Install
Chain Next
RAID &
BIOS
Chain Next
Post-
Provision
Hand OffChain Next Chain Next
16
Digital Rebar Scaffold
Distributed On-Premises
Discover Customer
Burn-In
Install
Register
Inventory
Log
Notify
Verify
Alert
Ops Ticket
Reset
Chain Next
Install
Network
Grant SSH
Notify
RAID &
BIOS
Inventory
BIOS
RAID
IPMI
Chain Next
Post-
Provision
Grant SSH
Secure
CMDB
Notify
Hand OffChain Next Chain Next
17
Digital Rebar Scaffold
Distributed On-Premises
Discover Customer
Burn-In
Install
Register
Inventory
Log
Notify
Verify
Alert
Ops Ticket
Reset
Chain Next
Install
Network
Grant SSH
Notify
RAID &
BIOS
Inventory
BIOS
RAID
IPMI
Chain Next
Post-
Provision
Grant SSH
Secure
CMDB
Notify
Hand OffChain Next Chain Next
Specialized
Actions
Disabled
Features
Proprietary
Content Partner
Integrations
Customized
Functionality
18
New
Servers
Digital Rebar
Discover & Inventory
Digital Rebar
Reconfigure Servers
Terraform Create
Request Servers
Terraform Destroy
Release Servers
Digital Rebar
Reconfigure Servers
Server
Pool
Server
Pool
Server
Pool
1
3
2
4
5
7
6 9
8
A
19
New
Servers
Digital Rebar
Discover & Inventory
Digital Rebar
Reconfigure Servers
Terraform Create
Request Servers
Terraform Destroy
Release Servers
Digital Rebar
Reconfigure Servers
Server
Pool
Server
Pool
Server
Pool
1
3
2
4
5
7
6 9
8
A
using Terraform Provision
https://youtu.be/6MLyUVgnVo4
21
Rack
PXE DR Provision handles boot
requests using native O/S
installers.
DR Agent
● runs post-provision scripts
without SSH.
● can stream images to disk.
● hands off to other agents like
Chef, Puppet or Ansible if
needed.
Server
Server
Server
Server
Server
O/S Kick
Provision
Service
AgentPost
Register / Run
22
Provision then Configure/Upgrade
Base O/S
Configuration Tooling
App0
App1
AppN
...
Provision then Destroy then Provision
Hardware Config
O/S0
Init0
App0
H/W0
O/S1
Init1
App1
H/W1
O/SN
InitN
AppN
H/WN
...
23
Provision then Destroy then Provision
Faster and more predictable (CI/CD)
Matches cloud and container patterns
Is more portable between environments
O/S0
Init0
App0
H/W0
O/S1
Init1
App1
H/W1
O/SN
InitN
AppN
H/WN
...
Data Center’s Last Mile: Zero Touch Metal Automation

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Data Center’s Last Mile: Zero Touch Metal Automation

  • 1. Bringing Cloud Native Architecture to Physical Infrastructure Rob Hirschfeld (CEO) & Greg Althaus (CTO) November, 2017
  • 2. 2 An eight year history building physical automation Learned many DevOps lessons in the field then created first OpenStack installer: “Crowbar” 1) 2) Rob Hirschfeld Greg Althaus
  • 3. 3 Lack of hardware integratation reduces flexibility, increases costs Provision displacing Control displacing Orchestrate co-exist Platforms collaborative INTEGRATION GAP
  • 4. 4 Don’t replace good orchestration tools and platforms! But, let’s make those tools work for physical and cloud Provision displacing Control displacing Orchestrate co-exist Platforms collaborative
  • 5. 5 RackN provides unified management and automation packages Digital Rebar is open source, on-premises provisioning endpoint
  • 6. 6 Configuration packages are composable so that sites can combine shared, commercial and custom automation. Architectured to have sharable components that can centrally validated then field upgraded.
  • 7. 7 Rack PXE DR Provision handles boot requests using native O/S installers. DR Agent ● runs post-provision scripts without SSH. ● can stream images to disk. ● hands off to other agents like Chef, Puppet or Ansible if needed. Server Server Server Server Server O/S Kick Provision Service AgentPost Register / Run
  • 8. 8 Provides all core provisioning protocols from a single executable. Small enough to run embedded in a switch, and can scale to 1000s of machines. Configured via REST API with a 12-factor design pattern. Self-contained. No external dependencies. Digital Rebar Provision Service Core Services: *DHCP or Provision services are optional depending on configuration requirements. API / UI Service API (/api/v3) UI Redirect (/ui)8092/tcp DHCP*: Address Management Next Boot Services67/udp PROVISION*: PXE Boot Images Dynamic Templates Static Files Config Data File System69/udp 8091/tcp TFTP HTTPS DHCP HTTP No External Database Required
  • 9. 9 Centered on Open Source Provisioning Building management tools and integration ecosystem Down Stack Hardware Integrations Up Stack Platform Integrations RackN Support Multi-Site Syncronizer RackN Self-Service Portal Open Digital Rebar Community Content Packages Advanced Content Packages
  • 10. The hardware automation problem is NOT the lack of provisioning…
  • 11.
  • 13. 13 Provision requests are for a system state with optional parameters. The intermediate changes to achieve the state are not exposed to the requester. Operators of the provisioning system require high transparency, staged operation and control. Provisioning System Reset Join Install Config Test Requested State Returned State
  • 14. 14 Physical Server reboot reboot New Server RAM BOOT Discovery & Inventory DISK BOOT Production O/S RAM BOOT Clean & Recover Install O/S Kickstart Template Control Tasks & Plugins Provision DHCP, PXE & Register Control Tasks & Plugins Provision DHCP, PXE & Register Provision DHCP, PXE & Register O/S Install ImageDiscovery Image Recovery Image
  • 15. 15 Digital Rebar Scaffold Distributed On-Premises Discover Customer Burn-In Install Chain Next RAID & BIOS Chain Next Post- Provision Hand OffChain Next Chain Next
  • 16. 16 Digital Rebar Scaffold Distributed On-Premises Discover Customer Burn-In Install Register Inventory Log Notify Verify Alert Ops Ticket Reset Chain Next Install Network Grant SSH Notify RAID & BIOS Inventory BIOS RAID IPMI Chain Next Post- Provision Grant SSH Secure CMDB Notify Hand OffChain Next Chain Next
  • 17. 17 Digital Rebar Scaffold Distributed On-Premises Discover Customer Burn-In Install Register Inventory Log Notify Verify Alert Ops Ticket Reset Chain Next Install Network Grant SSH Notify RAID & BIOS Inventory BIOS RAID IPMI Chain Next Post- Provision Grant SSH Secure CMDB Notify Hand OffChain Next Chain Next Specialized Actions Disabled Features Proprietary Content Partner Integrations Customized Functionality
  • 18. 18 New Servers Digital Rebar Discover & Inventory Digital Rebar Reconfigure Servers Terraform Create Request Servers Terraform Destroy Release Servers Digital Rebar Reconfigure Servers Server Pool Server Pool Server Pool 1 3 2 4 5 7 6 9 8 A
  • 19. 19 New Servers Digital Rebar Discover & Inventory Digital Rebar Reconfigure Servers Terraform Create Request Servers Terraform Destroy Release Servers Digital Rebar Reconfigure Servers Server Pool Server Pool Server Pool 1 3 2 4 5 7 6 9 8 A
  • 21. 21 Rack PXE DR Provision handles boot requests using native O/S installers. DR Agent ● runs post-provision scripts without SSH. ● can stream images to disk. ● hands off to other agents like Chef, Puppet or Ansible if needed. Server Server Server Server Server O/S Kick Provision Service AgentPost Register / Run
  • 22. 22 Provision then Configure/Upgrade Base O/S Configuration Tooling App0 App1 AppN ... Provision then Destroy then Provision Hardware Config O/S0 Init0 App0 H/W0 O/S1 Init1 App1 H/W1 O/SN InitN AppN H/WN ...
  • 23. 23 Provision then Destroy then Provision Faster and more predictable (CI/CD) Matches cloud and container patterns Is more portable between environments O/S0 Init0 App0 H/W0 O/S1 Init1 App1 H/W1 O/SN InitN AppN H/WN ...