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overlay node image before bootstrapping if necessary #8742

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@jlebon jlebon commented Jul 16, 2024

As per openshift/enhancements#1637, we're trying
to get rid of all OpenShift-versioned components from the bootimages.

This means that there will no longer be oc, kubelet, or crio
binaries for example, which bootstrapping obviously relies on.

Instead, now we change things up so that early on when booting the
bootstrap node, we pull down the node image, unencapsulate it (this just
means convert it back to an OSTree commit), then mount over its /usr,
and import new /etc content.

This is done by isolating to a different systemd target to only bring
up the minimum number of services to do the pivot and then carry on
with bootstrapping.

This does not incur additional reboots and should be compatible
with AI/ABI/SNO. But it is of course, a huge conceptual shift in how
bootstrapping works. With this, we would now always be sure that we're
using the same binaries as the target version as part of bootstrapping,
which should alleviate some issues such as AI late-binding (see e.g.
https://issues.redhat.com/browse/MGMT-16705).

The big exception of course being the kernel. Relatedly, currently
/usr/lib/modules is also shadowed by the mount, but we could re-mount
it if needed.

To be conservative, the new logic only kicks in when using bootimages
which do not have oc. This will allow us to ratchet this in more
easily.

Down the line, we should be able to replace some of this with
bootc apply-live once that's available (and also works in a live
environment). (See containers/bootc#76.)

For full context, see the linked enhancement and discussions there.

@openshift-ci openshift-ci bot added the do-not-merge/work-in-progress Indicates that a PR should not merge because it is a work in progress. label Jul 16, 2024
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openshift-ci bot commented Jul 16, 2024

Skipping CI for Draft Pull Request.
If you want CI signal for your change, please convert it to an actual PR.
You can still manually trigger a test run with /test all

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jlebon commented Jul 16, 2024

/test e2e-aws-ovn

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jlebon commented Jul 17, 2024

/retest

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jlebon commented Jul 17, 2024

✔️ ci/prow/e2e-aws-ovn — Job succeeded
✔️ ci/prow/e2e-openstack-ovn — Job succeeded

Sweet! 🎉

Looks like e2e-aws-ovn-heterogeneous failed on a different issue.

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jlebon commented Jul 17, 2024

/retest

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jlebon commented Jul 17, 2024

/test e2e-agent-compact-ipv4
/test e2e-agent-sno-ipv4-pxe

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zaneb commented Jul 17, 2024

/test ?

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zaneb commented Jul 17, 2024

/test e2e-metal-assisted

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jlebon commented Jul 18, 2024

Just surfacing some insights from internal discussions here.

The AI test here is not using the ISO from rhcos.json but instead the one hardcoded in https://github.com/openshift/assisted-service/blob/master/data/default_os_images.json.

The ABI tests here are not using the ISO from the rhcos.json but instead the ISO baked in the release payload within machine-os-images.

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jlebon commented Jul 18, 2024

The ABI tests here are not using the ISO from the rhcos.json but instead the ISO baked in the release payload within machine-os-images.

It's odd to me that machine-os-images is not more tightly coupled to rhcos.json. Was that by design? ISTM like machine-os-images should basically just be output from the installer repo too instead and always match what's in rhcos.json. (Though longer term obviously related is discussions around having managed bootimages, e.g. openshift/enhancements#201.)

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zaneb commented Jul 19, 2024

It's odd to me that machine-os-images is not more tightly coupled to rhcos.json. Was that by design? ISTM like machine-os-images should basically just be output from the installer repo too instead and always match what's in rhcos.json.

It's tightly coupled in ART builds because machine-os-images depends on the installer image. But upstream CI doesn't have any notion of dependencies between container images. The CI payload just contains the latest master build of every container image. So machine-os-images only gets rebuilt when a PR merges to it, regardless of any changes to the installer repo (let alone unmerged PRs in the installer repo).

Arguably we chose the wrong ISO here, and in the event of a conflict between what rhcos.json says and what's in the payload, we should go with downloading the former so that we can CI changes like this. The assumption is that the payload is canonical, but that's not really true in CI, and CI is theoretically the only place they can differ. (I wonder if this would break disconnected CI tests though - @bfournie do you know? It'd also mean we'd be executing different code paths in CI than users are actually getting in reality.)

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r4f4 commented Jul 19, 2024

Looks like e2e-aws-ovn-heterogeneous failed on a different issue.

This job is not required and expected to fail until #8698 merges.

@openshift-merge-robot openshift-merge-robot added the needs-rebase Indicates a PR cannot be merged because it has merge conflicts with HEAD. label Sep 6, 2024
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jlebon commented Sep 6, 2024

OK, updated! Didn't rebase to make the diff easier, but also because I don't expect this to be merged before the associated enhancement is merged.

But changes now include:

  • I renamed the nomenclature from "pivot" to "overlay"
  • now with 100% less setenforce 0
  • we no longer use Restart=on-failure because it complicates dependency handling (as discussed in overlay node image before bootstrapping if necessary #8742 (comment)), and only the tiny section related to networking needs to be retried
  • I've split out the systemctl isolate back to multi-user.target into a separate unit; this is part of the work to make this work with Assisted Installer
  • we now persist /usr/lib/modules
  • we now use ostree container image pull to pull the image

This works with Assisted Installer as well but requires a patch there. I'll open that one shortly.

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jlebon commented Sep 6, 2024

/test e2e-aws-ovn
/test e2e-openstack-ovn

@openshift-merge-robot openshift-merge-robot removed the needs-rebase Indicates a PR cannot be merged because it has merge conflicts with HEAD. label Sep 6, 2024
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jlebon commented Sep 6, 2024

OK, ended up doing a full rebase so try to get CI going.

/test e2e-aws-ovn
/test e2e-openstack-ovn

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Looks sane to me

jlebon added a commit to jlebon/assisted-installer that referenced this pull request Sep 6, 2024
As per openshift/enhancements#1637, we're trying
to get rid of all OpenShift-versioned components from the bootimages.

This means that there will no longer be oc, kubelet, or crio
binaries for example, which bootstrapping obviously relies on.

To adapt to this, the OpenShift installer now ships a new
`node-image-overlay.service` in its bootstrap Ignition config. This
service takes care of pulling down the node image and overlaying it,
effectively updating the system to the node image version.

Here, we accordingly also adapt assisted-installer so that we run
`node-image-overlay.service` before starting e.g. `kubelet.service` and
`bootkube.service`.

See also: openshift/installer#8742
jlebon added a commit to jlebon/assisted-installer that referenced this pull request Sep 6, 2024
As per openshift/enhancements#1637, we're trying
to get rid of all OpenShift-versioned components from the bootimages.

This means that there will no longer be oc, kubelet, or crio
binaries for example, which bootstrapping obviously relies on.

To adapt to this, the OpenShift installer now ships a new
`node-image-overlay.service` in its bootstrap Ignition config. This
service takes care of pulling down the node image and overlaying it,
effectively updating the system to the node image version.

Here, we accordingly also adapt assisted-installer so that we run
`node-image-overlay.service` before starting e.g. `kubelet.service` and
`bootkube.service`.

See also: openshift/installer#8742
@jlebon jlebon changed the title WIP: bootstrap: pivot into node image before bootstrapping WIP: overlay node image before bootstrapping if necessary Sep 6, 2024
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jlebon commented Sep 6, 2024

Updated for feedback and updated commit and PR title to drop "pivot" wording.
Opened openshift/assisted-installer#899 for Assisted Installer counterpart.

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jlebon commented Sep 7, 2024

/test e2e-aws-ovn
/test e2e-openstack-ovn

jlebon added a commit to jlebon/assisted-installer that referenced this pull request Sep 10, 2024
As per openshift/enhancements#1637, we're trying
to get rid of all OpenShift-versioned components from the bootimages.

This means that there will no longer be oc, kubelet, or crio
binaries for example, which bootstrapping obviously relies on.

To adapt to this, the OpenShift installer now ships a new
`node-image-overlay.service` in its bootstrap Ignition config. This
service takes care of pulling down the node image and overlaying it,
effectively updating the system to the node image version.

Here, we accordingly also adapt assisted-installer so that we run
`node-image-overlay.service` before starting e.g. `kubelet.service` and
`bootkube.service`.

See also: openshift/installer#8742
@jlebon jlebon force-pushed the pr/no-more-oc branch 2 times, most recently from a50dd02 to 4c29e7f Compare September 10, 2024 16:38
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jlebon commented Sep 10, 2024

One update I did here is in the live ISO case, we now nuke the temporary repo completely after the checkout. This saves precious RAM space so we can fit within the 16G minimum requirements for SNO.

/test e2e-aws-ovn
/test e2e-openstack-ovn

@openshift-merge-robot openshift-merge-robot added the needs-rebase Indicates a PR cannot be merged because it has merge conflicts with HEAD. label Oct 3, 2024
As per openshift/enhancements#1637, we're trying
to get rid of all OpenShift-versioned components from the bootimages.

This means that there will no longer be `oc`, `kubelet`, or `crio`
binaries for example, which bootstrapping obviously relies on.

Instead, now we change things up so that early on when booting the
bootstrap node, we pull down the node image, unencapsulate it (this just
means convert it back to an OSTree commit), then mount over its `/usr`,
and import new `/etc` content.

This is done by isolating to a different systemd target to only bring
up the minimum number of services to do the pivot and then carry on
with bootstrapping.

This does not incur additional reboots and should be compatible
with AI/ABI/SNO. But it is of course, a huge conceptual shift in how
bootstrapping works. With this, we would now always be sure that we're
using the same binaries as the target version as part of bootstrapping,
which should alleviate some issues such as AI late-binding (see e.g.
https://issues.redhat.com/browse/MGMT-16705).

The big exception of course being the kernel. Relatedly, note we do
persist `/usr/lib/modules` from the booted system so that loading kernel
modules still works.

To be conservative, the new logic only kicks in when using bootimages
which do not have `oc`. This will allow us to ratchet this in more
easily.

Down the line, we should be able to replace some of this with
`bootc apply-live` once that's available (and also works in a live
environment). (See containers/bootc#76.)

For full context, see the linked enhancement and discussions there.
golint was complaining about:

```
pkg/asset/ignition/bootstrap/common.go:406:2: ifElseChain: rewrite if-else to switch statement (gocritic)
	if parentDir == "bin" || parentDir == "dispatcher.d" || parentDir == "system-generators" {
	^
```
These bootimages are RHEL-versioned and do not have any OCP components
in them.
@openshift-merge-robot openshift-merge-robot removed the needs-rebase Indicates a PR cannot be merged because it has merge conflicts with HEAD. label Dec 20, 2024
@jlebon jlebon changed the title WIP: overlay node image before bootstrapping if necessary overlay node image before bootstrapping if necessary Dec 20, 2024
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[APPROVALNOTIFIER] This PR is NOT APPROVED

This pull-request has been approved by: cgwalters
Once this PR has been reviewed and has the lgtm label, please assign jhixson74 for approval. For more information see the Code Review Process.

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jlebon commented Dec 20, 2024

Rebased this now! Leaving it in draft for now, because I didn't retest things, but feel free to start reviewing. Now that openshift/enhancements#1637 has merged, we will need this.

/test e2e-aws-ovn
/test e2e-openstack-ovn

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jlebon commented Dec 20, 2024

OK yup, still working fine! At least, testing in a local VM showed bootstrapping got far enough to tell me that the node overlay was successfully and bootkube.sh is continuing on its merry way. I'll let CI here make sure that the rest of the cluster install is successful, but otherwise taking this out of draft.

There's a DNM commit in this PR to ensure that CI tests run against bootimages . But once we're ready to merge this, I'll remove that commit.

One key thing to understand is that all the logic added in this PR is a no-op on the current bootimages which do ship OCP components. It only activates on the el-only bootimages. So we'll only be using this logic for real in that future bootimage bump where we decide to move over to the el-only bootimages.

@jlebon jlebon marked this pull request as ready for review December 20, 2024 18:18
@openshift-ci openshift-ci bot removed the do-not-merge/work-in-progress Indicates that a PR should not merge because it is a work in progress. label Dec 20, 2024
jlebon added a commit to jlebon/assisted-installer that referenced this pull request Dec 21, 2024
As per openshift/enhancements#1637, we're trying
to get rid of all OpenShift-versioned components from the bootimages.

This means that there will no longer be oc, kubelet, or crio
binaries for example, which bootstrapping obviously relies on.

To adapt to this, the OpenShift installer now ships a new
`node-image-overlay.service` in its bootstrap Ignition config. This
service takes care of pulling down the node image and overlaying it,
effectively updating the system to the node image version.

Here, we accordingly also adapt assisted-installer so that we run
`node-image-overlay.service` before starting e.g. `kubelet.service` and
`bootkube.service`.

See also: openshift/installer#8742
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jlebon commented Dec 21, 2024

/retest

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openshift-ci bot commented Dec 21, 2024

@jlebon: The following tests failed, say /retest to rerun all failed tests or /retest-required to rerun all mandatory failed tests:

Test name Commit Details Required Rerun command
ci/prow/e2e-aws-ovn-heterogeneous 9f5f3eec1dd5f241bebc69fe1862b092e9484ee2 link false /test e2e-aws-ovn-heterogeneous
ci/prow/e2e-vsphere-ovn 4c29e7f link true /test e2e-vsphere-ovn
ci/prow/integration-tests 4c29e7f link true /test integration-tests
ci/prow/e2e-agent-compact-ipv4 4c29e7f link true /test e2e-agent-compact-ipv4
ci/prow/e2e-aws-ovn-edge-zones-manifest-validation 4c29e7f link true /test e2e-aws-ovn-edge-zones-manifest-validation
ci/prow/e2e-metal-ipi-ovn-ipv6 4c29e7f link true /test e2e-metal-ipi-ovn-ipv6
ci/prow/e2e-azure-ovn 4c29e7f link true /test e2e-azure-ovn
ci/prow/e2e-gcp-ovn-upi 4c29e7f link true /test e2e-gcp-ovn-upi
ci/prow/e2e-aws-ovn-upi 4c29e7f link true /test e2e-aws-ovn-upi
ci/prow/e2e-gcp-ovn 4c29e7f link true /test e2e-gcp-ovn
ci/prow/terraform-verify-vendor 4c29e7f link true /test terraform-verify-vendor
ci/prow/e2e-vsphere-ovn-upi 4c29e7f link true /test e2e-vsphere-ovn-upi
ci/prow/integration-tests-nodejoiner 4c29e7f link true /test integration-tests-nodejoiner
ci/prow/e2e-azure-ovn-upi 4c29e7f link true /test e2e-azure-ovn-upi
ci/prow/okd-scos-e2e-aws-ovn e9faa37 link false /test okd-scos-e2e-aws-ovn

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