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INSTALL_OpenStack.md

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ansible-hortonworks installation guide

  • These Ansible playbooks will build a Cloud environment on a private OpenStack.
  • And then deploy a Hortonworks cluster (either Hortonworks Data Platform or Hortonworks DataFlow) using Ambari Blueprints.

Build setup

Before building anything, the build node / workstation from where Ansible will run should be prepared.

This node must be able to connect to the cluster nodes via SSH and to the OpenStack APIs via HTTPS.

As OpenStack environments are usually private, you might need to build such a node in the OpenStack environment.

macOS

  1. Install the required packages

    brew install python
pip2 install virtualenv
pip2 install virtualenvwrapper

  2. Create and source the Python virtual environment

    virtualenv ~/ansible; source ~/ansible/bin/activate

  3. Install the required Python packages inside the virtualenv

    pip install setuptools --upgrade
pip install pip --upgrade
pip install ansible shade python-openstackclient==3.12.0 os-client-config==1.28.0

  4. Turn off SSL validation (required if your OpenStack endpoints don't use trusted certs)

    defaults_json_path=~/ansible/lib/python2.7/site-packages/os_client_config/defaults.json; grep -q verify $defaults_json_path || sed -i'' -e '/{$/ a\
"verify": false,\
' $defaults_json_path

  5. Install the SSH private key

    The build node / workstation will need to login via SSH to the cluster nodes.

    For this to succeed, the SSH private key needs to be placed on the build node / workstation, normally under .ssh, for example: ~/.ssh/field.pem. It can be placed under any path as this file will be referenced later.

    It should have 400 permissions: chmod 0400 ~/.ssh/field.pem.

    The SSH public key must be present on the OpenStack environment as it will be referenced when the nodes will be built (this can be checked on the Dashboard, under Compute -> Access and Security -> Key Pairs tab).

CentOS/RHEL 7

  1. Install the required packages

    sudo yum -y install epel-release || sudo yum -y install http://dl.fedoraproject.org/pub/epel/epel-release-latest-7.noarch.rpm
sudo yum -y install gcc gcc-c++ python-virtualenv python-pip python-devel libffi-devel openssl-devel libyaml-devel sshpass git vim-enhanced

  2. Create and source the Python virtual environment

    virtualenv ~/ansible; source ~/ansible/bin/activate

  3. Install the required Python packages inside the virtualenv

    pip install setuptools --upgrade
pip install pip --upgrade   
pip install ansible shade python-openstackclient==3.12.0 os-client-config==1.28.0

  4. Turn off SSL validation (required if your OpenStack endpoints don't use trusted certs)

    defaults_json_path=~/ansible/lib64/python2.7/site-packages/os_client_config/defaults.json; grep -q verify $defaults_json_path || sed -i '/{$/a "verify": false,' $defaults_json_path

  5. Install the SSH private key

    The build node / workstation will need to login via SSH to the cluster nodes.

    For this to succeed, the SSH private key needs to be placed on the build node / workstation, normally under .ssh, for example: ~/.ssh/field.pem. It can be placed under any path as this file will be referenced later.

    It should have 400 permissions: chmod 0400 ~/.ssh/field.pem.

    The SSH public key must be present on the OpenStack environment as it will be referenced when the nodes will be built (this can be checked on the Dashboard, under Compute -> Access and Security -> Key Pairs tab).

Ubuntu 14+

  1. Install required packages:

    sudo apt-get update
sudo apt-get -y install unzip python-virtualenv python-pip python-dev sshpass git libffi-dev libssl-dev libyaml-dev vim

  2. Create and source the Python virtual environment

    virtualenv ~/ansible; source ~/ansible/bin/activate

  3. Install the required Python packages inside the virtualenv

    pip install setuptools --upgrade
pip install pip --upgrade
pip install ansible shade python-openstackclient==3.12.0 os-client-config==1.28.0

  4. Turn off SSL validation (required if your OpenStack endpoints don't use trusted certs)

    defaults_json_path=~/ansible/local/lib/python2.7/site-packages/os_client_config/defaults.json; grep -q verify $defaults_json_path || sed -i '/{$/a "verify": false,' $defaults_json_path

  5. Install the SSH private key

    The build node / workstation will need to login via SSH to the cluster nodes.

    For this to succeed, the SSH private key needs to be placed on the build node / workstation, normally under .ssh, for example: ~/.ssh/field.pem. It can be placed under any path as this file will be referenced later.

    It should have 400 permissions: chmod 0400 ~/.ssh/field.pem.

    The SSH public key must be present on the OpenStack environment as it will be referenced when the nodes will be built (this can be checked on the Dashboard, under Compute -> Access and Security -> Key Pairs tab).

Setup the OpenStack credentials

  1. Download the OpenStack RC file

    Login to your OpenStack dashboard, and download your user specific OpenStack RC file. This is usually found on Compute -> Access and Security under the API Access tab. Download the v3 if available.

  2. Apply the OpenStack credentials

    Copy the file to the build node / workstation in a private location (for example the user's home folder).

    And source the file so it populates the existing session with the OpenStack environment variables. Type your OpenStack account password when prompted.

    source ~/ansible/bin/activate
source ~/*-openrc.sh
Please enter your OpenStack Password:

    You can verify if it worked by trying to list the existing OpenStack instances:

    nova --insecure list

Clone the repository

Upload the ansible-hortonworks repository to the build node / workstation, preferable under the home folder.

If the build node / workstation can directly download the repository, run the following:

cd && git clone https://github.com/hortonworks/ansible-hortonworks.git

If your GitHub SSH key is installed, you can use the SSH link:

cd && git clone [email protected]:hortonworks/ansible-hortonworks.git

Set the OpenStack variables

Modify the file at ~/ansible-hortonworks/inventory/openstack/group_vars/all to set the OpenStack configuration.

cloud_config

This section contains variables that are cluster specific and are used by all nodes:

Variable Description
name_suffix A suffix that will be appended to the name of all nodes. Usually it's a domain, but can be anything or even the empty string ''.
zone The name of the OpenStack zone.
admin_username The Linux user with sudo permissions. This user is specific to the image used. For example, in a CentOS image, it can be centos or in a Ubuntu image it can be ubuntu.
ssh.keyname The name of the SSH key that will be placed on cluster nodes at build time. This SSH key must already exist in the OpenStack environment.
ssh.privatekey Local path to the SSH private key that will be used to login into the nodes. This is the key uploaded to the build node as part of the Build Setup, step 5.

nodes config

This section contains variables that are node specific.

Nodes are separated by groups, each group defining a specific node role, for example master, slave, edge.

There can be any number of roles so other roles can be added to correspond with the required architecture.

And roles can have any names and any number of nodes but they should correspond with the host groups in the Ambari Blueprint.

Variable Description
role The name of the role. This will be appended to the cluster name in order to form a unique group in the OpenStack Zone. This group is used to derive the nodes names (if node count is greater than 1, numbers will be appended to the group name to uniquely identify nodes).
count The number of nodes to be built with this role.
image The name or ID of the OS image to be used. A list of the available images can be found by running glance --insecure image-list.
flavor The name or ID of the flavor / size of the node. A list of all the available flavors can be found by running nova --insecure flavor-list.
public_ip If the Public IP of the cluster node should be used when connecting to it. Required if the build node does not have access to the private IP range of the cluster nodes.
ambari_server Set it to true if the role also defines an Ambari Server. The number of nodes with this role should be 1. If there are more than 1 node, ambari-server will be installed on all of them, but only the first one (in alphabetical order) will be used by the Ambari Agents.

Set the cluster variables

cluster config file

Modify the file at ~/ansible-hortonworks/playbooks/group_vars/all to set the cluster configuration.

Variable Description
cluster_name The name of the cluster. This is also used by default in the cloud components that require uniqueness, such as the name of the nodes or tags.
ambari_version The Ambari version, in the full, 4-number form, for example: 2.6.2.2.
hdp_version The HDP version, in the full, 4-number form, for example: 2.6.5.0.
hdf_version The HDF version, in the full, 4-number form, for example: 3.1.2.0.
repo_base_url The base URL for the repositories. Change this to the local web server url if using a Local Repository. /HDP/<OS>/2.x/updates/<latest.version> (or /HDF/..) will be appended to this value to set it accordingly if there are additional URL paths.
java Can be set to embedded (default - downloaded by Ambari), openjdk or oraclejdk. If oraclejdk is selected, then the .x64.tar.gz package must be downloaded in advance from Oracle. Same with the JCE package. These files can be copied to all nodes in advanced or only to the Ansible Controller and Ansible will copy them. This behaviour is controlled by the oraclejdk_options.remote_files setting.
oraclejdk_options These options are only relevant if java is set to oraclejdk.
.base_folder This indicates the folder where the Java package should be unpacked to. The default of /usr/java is also used by the Oracle JDK rpm.
.tarball_location The location of the tarball file. This can be the location on the remote systems or on the Ansible controller, depending on the remote_files variable.
.jce_location The location of the JCE package zip file. This can be the location on the remote systems or on the Ansible controller, depending on the remote_files variable.
.remote_files If this variable is set to yes then the tarball and JCE files must already be present on the remote system. If set to no then the files will be copied by Ansible (from the Ansible controller to the remote systems).
external_dns This controls the type of DNS to be used. If yes it will use whatever DNS is currently set up. If no it will populate the /etc/hosts file with all cluster nodes.
disable_firewall This variable controls the local firewall service (iptables, firewalld, ufw). Sometimes, a local firewall service might run and block inter-node cluster communication. In these circumstances the local firewall service should be disabled as traffic rules should be provided by an external firewall such as Security Groups. Set to yes to disable the existing local firewall service if it blocks the inter-node cluster communication.
accept_gpl Set to yes to enable Ambari Server to download and install GPL Licensed packages as explained on the documentation.

security configuration

Variable Description
security This variable controls the Kerberos security configuration. If set to none, Kerberos will not be enabled. Otherwise the choice is between mit-kdc or active-directory.
security_options These options are only relevant if security is not none. All of the options here are used for an Ambari managed security configuration. No manual option is available at the moment.
.external_hostname The hostname/IP of the Kerberos server. This can be an existing Active Directory or MIT KDC. If left empty '' then the playbooks will install the MIT KDC on the Ambari node and prepare everything.
.realm The realm that will be used when creating service principals.
.admin_principal The Kerberos principal that has the permissions to create new users. No need to append the realm to this value. In case of Active Directory, this user must have Create, delete, and manage user accounts permissions over the OU container. If installing a new MIT KDC this user will be created by the playbook.
.admin_password The password for the above user.
.kdc_master_key The master password for the Kerberos database. Only used when installing a new MIT KDC (when security is mit-kdc and external_hostname is set to ''.
.ldap_url The URL to the Active Directory LDAPS interface. Only used when security is set to active-directory.
.container_dn The distinguished name (DN) of the container that will store the service principals. Only used when security is set to active-directory.
.http_authentication Set to yes to enable Kerberos HTTP authentication (SPNEGO) for most UIs.

ambari-server config file

Modify the file at ~/ansible-hortonworks/playbooks/group_vars/ambari-server to set the Ambari Server specific configuration.

Variable Description
ambari_admin_user The Ambari administrator's username, normally admin. This user and the password bellow are used to login to Ambari for API requests.
ambari_admin_password The Ambari password of the ambari_admin_user user previously set. If the username is admin and this password is different than the default admin, the ambari-config role will change the default password with the one set here.
ambari_admin_default_password The default password for the Ambari admin user. This is normally admin after Ambari is first installed. No need to change this unless there's a change in the Ambari codebase.
wait / wait_timeout Set this to true if you want the playbook to wait for the cluster to be successfully built after applying the blueprint. The timeout setting controls for how long (in seconds) should it wait for the cluster build.
default_password A default password for all required passwords which are not specified in the blueprint.
config_recommendation_strategy Configuration field which specifies the strategy of applying configuration recommendations to a cluster as explained in the documentation.
cluster_template_file The path to the cluster creation template file that will be used to build the cluster. It can be an absolute path or relative to the ambari-blueprint/templates folder. The default should be sufficient for cloud builds as it uses the cloud_config variables and Jinja2 Template to generate the file.

database configuration

Variable Description
database The type of database that should be used. A choice between embedded (Ambari default), postgres, mysql or mariadb.
database_options These options are only relevant for the non-embedded database.
.external_hostname The hostname/IP of the database server. This needs to be prepared as per the documentation. No need to load any schema, this will be done by Ansible, but the users and databases must be created in advance. If left empty '' then the playbooks will install the database server on the Ambari node and prepare everything with the settings defined bellow. To change any settings (like the version or repository path) modify the OS specific files under the playbooks/roles/database/vars/ folder.
.ambari_db_name,_username,_password The name of the database that Ambari should use and the username and password to connect to it. If database_options.external_hostname is defined, these values will be used to connect to the database, otherwise the Ansible playbook will create the database and the user.
.hive_db_name,_username,_password The name of the database that Hive should use and the username and password to connect to it. If database_options.external_hostname is defined, these values will be used to connect to the database, otherwise the Ansible playbook will create the database and the user.
.oozie_db_name,_username,_password The name of the database that Oozie should use and the username and password to connect to it. If database_options.external_hostname is defined, these values will be used to connect to the database, otherwise the Ansible playbook will create the database and the user.
.rangeradmin_db_name,_username,_password The name of the database that Ranger Admin should use and the username and password to connect to it. If database_options.external_hostname is defined, these values will be used to connect to the database, otherwise the Ansible playbook will create the database and the user.
.registry_db_name,_username,_password The name of the database that Schema Registry should use and the username and password to connect to it. If database_options.external_hostname is defined, these values will be used to connect to the database, otherwise the Ansible playbook will create the database and the user.
.streamline_db_name,_username,_password The name of the database that SAM should use and the username and password to connect to it. If database_options.external_hostname is defined, these values will be used to connect to the database, otherwise the Ansible playbook will create the database and the user.

ranger configuration

Variable Description
ranger_options These options are only relevant if RANGER_ADMIN is a component of the dynamic Blueprint stack.
.ranger_admin_password The password for the Ranger admin users (both admin and amb_ranger_admin).
.enable_plugins If set to yes the plugins for all of the available services will be enabled. With no Ranger would be installed but not functional.

blueprint configuration

Variable Description
blueprint_name The name of the blueprint as it will be stored in Ambari.
blueprint_file The path to the blueprint file that will be uploaded to Ambari. It can be an absolute path or relative to the roles/ambari-blueprint/templates folder. The blueprint file can also contain Jinja2 Template variables.
blueprint_dynamic Settings for the dynamic blueprint template - only used if blueprint_file is set to blueprint_dynamic.j2. The role names must match the roles from the inventory setting file ~/ansible-hortonworks/inventory/openstack/group_vars/all. The chosen components are split into two lists: clients and services. The chosen Component layout must respect Ambari Blueprint restrictions - for example if a single NAMENODE is configured, there must also be a SECONDARY_NAMENODE component.

Build the Cloud environment

Run the script that will build the Cloud environment.

Set first the CLOUD_TO_USE environment variable to openstack.

export CLOUD_TO_USE=openstack
cd ~/ansible-hortonworks*/ && bash build_cloud.sh

You may need to load the environment variables if this is a new session:

source ~/ansible/bin/activate
source ~/*-openrc.sh

Install the cluster

Run the script that will install the cluster using Blueprints while taking care of the necessary prerequisites.

Make sure you set the CLOUD_TO_USE environment variable to openstack.

export CLOUD_TO_USE=openstack
cd ~/ansible-hortonworks*/ && bash install_cluster.sh

You may need to load the environment variables if this is a new session:

source ~/ansible/bin/activate
source ~/*-openrc.sh

This script will apply all the required playbooks in one run, but you can also apply the individual playbooks by running the following wrapper scripts:

  • Prepare the nodes: prepare_nodes.sh
  • Install Ambari: install_ambari.sh
  • Configure Ambari: configure_ambari.sh
  • Apply Blueprint: apply_blueprint.sh
  • Post Install: post_install.sh