The document presents a technical overview of implementing auto-scaling and self-healing capabilities in OpenStack, focusing on the use of Heat templates for deployment. It details various configuration options, including the setup of alarm triggers, scaling policies, and deployment of container agents. Additionally, the document encourages community engagement and collaboration through resources and meetings related to the OpenStack Heat project.

1. AUTO-SCALE A SELF-HEALING
CLUSTER IN OPENSTACK
2018 Việt Nam OpenInfraDay
Rico Lin, irc: ricolin <rico.lin@easystack.cn> @ EasyStack
Xin chào các bạn, Mình tên là Rico Lin, đến từ Đài Loan, lần đầu tiên
sang Việt Nam, cảm thấy rất thích và vui. Hôm nay Mình sẽ chia sẽ
cho các bạn, chủ đề là AUTO-SCALE A SELF-HEALING CLUSTER IN
OPENSTACK
October
2018

2. _____________ A _______________
_________ IN OPENSTACK

3. _____________ A _______________
CLUSTER IN OPENSTACK

4. A Unit in Application cluster
Pool
Network
Subnet
Loadbalancer
Floating IP Heal monitor
Pool Member
Nova
Nginx

5. Unit with Heat
Software Deploy
Nova Server
What you can install with
● heat-config-ansible
● heat-config-apply-config
● heat-config-cfn-init
● heat-config-chef
● heat-config-docker-cmd
● heat-config-docker-compose
● heat-config-hiera
● heat-config-json-file
● heat-config-kubelet
● heat-config-puppet
● heat-config-salt
● heat-config-script
And you can customize your own
hook
os-collect-config
os-refresh-config
os-apply-config
kubelet-hook$ kubelet
Webserver
done
config-notify
Signal
● CCFN_SIGNAL
● TEMP_URL_SIGNAL
● NO_SIGNAL
● HEAT_SIGNAL
● ZAQAR_SIGNAL
Software Config
Pool
Network
Subnet
Loadbalancer
Floating IP Heal monitor
Pool Member
Nginx

6. Heat Container Agent

7. Heat container agents [sample in repo]
Software Deploy
Nova Server
What you can install with
● heat-config-ansible
● heat-config-apply-config
● heat-config-cfn-init
● heat-config-chef
● heat-config-docker-cmd
● heat-config-docker-compose
● heat-config-hiera
● heat-config-json-file
● heat-config-kubelet
● heat-config-puppet
● heat-config-salt
● heat-config-script
And you can customize your own
hook
os-collect-config
os-refresh-config
os-apply-config
kubelet-hook$ kubelet
Webserver
done
config-notify
Signal
● CCFN_SIGNAL
● TEMP_URL_SIGNAL
● NO_SIGNAL
● HEAT_SIGNAL
● ZAQAR_SIGNAL
Dockers
Software Config
Pool
Network
Subnet
Loadbalancer
Floating IP Heal monitor
Pool Member

8. Heat container agents [sample in repo]
config:
type: OS::Heat::SoftwareConfig
properties:
group: script
outputs:
- name: result
config: { get_file: example-script.sh }
deployment:
type: OS::Heat::SoftwareDeployment
properties:
config: { get_resource: config }
server: { get_resource: server }
start_container_agent:
type: OS::Heat::SoftwareConfig
properties:
group: ungrouped
config: {get_file: ./start-container-agent.sh}
server:
type: OS::Nova::Server
properties:
image: {get_param: image}
flavor: {get_param: flavor}
key_name: {get_param: key_name}
networks:
- network: {get_param: private_net}
security_groups:
- {get_resource: the_sg}
user_data_format: SOFTWARE_CONFIG
user_data: {get_attr: [start_container_agent, config]}
#!/bin/bash
set -ux
# heat-docker-agent service
cat <<EOF > /etc/systemd/system/heat-container-agent.service
[Unit]
Description=Heat Container Agent
After=docker.service
Requires=docker.service
[Service]
TimeoutSec=5min
RestartSec=5min
User=root
Restart=on-failure
ExecStartPre=-/usr/bin/docker rm -f heat-container-agent
ExecStartPre=-/usr/bin/docker pull
docker.io/rico/heat-container-agent
ExecStart=/usr/bin/docker run --name heat-container-agent
--privileged
--net=host
-v /run/systemd:/run/systemd
-v /etc/sysconfig:/etc/sysconfig
-v /etc/systemd/system:/etc/systemd/system
-v /var/lib/heat-cfntools:/var/lib/heat-cfntools
-v /var/lib/cloud:/var/lib/cloud
-v /tmp:/tmp
-v /etc/hosts:/etc/hosts
docker.io/rico/heat-container-agent
ExecStop=/usr/bin/docker stop heat-container-agent
[Install]
WantedBy=multi-user.target
EOF
# enable and start heat-container-agent
chmod 0640 /etc/systemd/system/heat-container-agent.service
/usr/bin/systemctl enable heat-container-agent.service
/usr/bin/systemctl start --no-block heat-container-agent.service

9. Demo

10. _____________ A SELF-HEALING
CLUSTER IN OPENSTACK

11. Self Healing
XXX::Server
XXX::Signal XXX::Alarm
XXX::Workflow
Signal
Meter
Trigger
XXX::AutoScaling
Fix

12. Self Healing
XXX::Server
XXX::Signal XXX::Alarm
XXX::Workflow
Signal
Meter
Trigger
XXX::AutoScaling
How you
metering?
How you
handle
signal?
How you
trigger a
fix job
What's
meter to
you?
Fix

13. Self Healing
server:
type: OS::Nova::Server
properties:
...
alarm_queue:
type: OS::Zaqar::Queue
error_event_alarm:
type: OS::Aodh::EventAlarm
properties:
event_type: compute.instance.update
query:
- field: traits.instance_id
value: {get_resource: server}
op: eq
- field: traits.state
value: error
op: eq
alarm_queues:
- {get_resource: alarm_queue}
alarm_subscription:
type: OS::Zaqar::MistralTrigger
properties:
queue_name: {get_resource: alarm_queue}
workflow_id: {get_resource: autoheal}
input:
stack_id: {get_param: "OS::stack_id"}
root_stack_id:
if:
- is_standalone
- {get_param: "OS::stack_id"}
- {get_param: "root_stack_id"}
autoheal:
type: OS::Mistral::Workflow
properties:
description: >
Mark a server as unhealthy and commence a stack update
to replace it.
input:
stack_id:
root_stack_id:
type: direct
tasks:
- name: resources_mark_unhealthy
action:
list_join:
- ' '
- - heat.resources_mark_unhealthy
- stack_id=<% $.stack_id %>
- resource_name=<%
env().notification.body.reason_data.event.traits.where($[0] =
'instance_id').select($[2]).first() %>
- mark_unhealthy=true
- resource_status_reason='Marked by alarm'
on_success:
- stacks_update
- name: stacks_update
action: heat.stacks_update stack_id=<% $.root_stack_id
%> existing=true

14. OpenStack Self Healing SIG[link]

15. Demo

16. AUTO-SCALE A SELF-HEALING
CLUSTER IN OPENSTACK

17. Auto Scaling
AutoScalingGroup
ScalingPolicy XXX::Alarm
Signal
Meter
Trigger
Scale

18. Auto Scaling
AutoScalingGroup
ScalingPolicy XXX::Alarm
Signal
Meter
Trigger
What to
Alarm
Scale
What to
scale

19. Auto Scaling https://github.com/openstack/heat-templates/tree/master/hot/autoscaling.yaml
resources:
asg:
type: OS::Heat::AutoScalingGroup
properties:
min_size: 1
max_size: 3
resource:
type: lb_server.yaml
properties:
flavor: {get_param: flavor}
image: {get_param: image}
web_server_scaleup_policy:
type: OS::Heat::ScalingPolicy
properties:
adjustment_type: change_in_capacity
auto_scaling_group_id: {get_resource: asg}
cooldown: 60
scaling_adjustment: 1
# min_adjustment_step:
web_server_scaledown_policy:
type: OS::Heat::ScalingPolicy
properties:
adjustment_type: change_in_capacity
auto_scaling_group_id: {get_resource: asg}
cooldown: 60
scaling_adjustment: -1
cpu_alarm_high:
type: OS::Aodh::GnocchiAggregationByResourcesAlarm
properties:
description: Scale up if CPU > 80%
metric: cpu_util
aggregation_method: mean
granularity: 300
evaluation_periods: 1
threshold: 80
resource_type: instance
comparison_operator: gt
alarm_actions:
- str_replace:
template: trust+url
params:
url: {get_attr: [web_server_scaleup_policy, signal_url]}
query:
list_join:
- ''
- - {'=': {server_group: {get_param: "OS::stack_id"}}}
cpu_alarm_low:
type: OS::Aodh::GnocchiAggregationByResourcesAlarm

20. resources:
asg:
type: OS::Heat::AutoScalingGroup
properties:
min_size: 1
max_size: 3
resource:
type: lb_server.yaml
properties:
flavor: {get_param: flavor}
image: {get_param: image}
web_server_scaleup_policy:
type: OS::Heat::ScalingPolicy
properties:
adjustment_type: change_in_capacity
auto_scaling_group_id: {get_resource: asg}
cooldown: 60
scaling_adjustment: 1
monitoring:
type: monitor.yaml
properties:
url: get_attr: [web_server_scaleup_policy, signal_url]
ScalingPolicy
Stack
Monitor service AutoScalingGroup
Instance
1
1.Metering
2 N
2.Alarm
3.Scale
Choose your own structure

21. resources:
asg:
type: OS::Heat::AutoScalingGroup
properties:
min_size: 1
max_size: 3
resource:
type: lb_server.yaml
properties:
flavor: {get_param: flavor}
image: {get_param: image}
web_server_scaleup_policy:
type: OS::Heat::ScalingPolicy
properties:
adjustment_type: change_in_capacity
auto_scaling_group_id: {get_resource: asg}
cooldown: 60
scaling_adjustment: 1
outputs:
signal_url:
value: {get_attr: [web_server_scaleup_policy, signal_url]}
ScalingPolicy
Stack
Monitor service
AutoScalingGroup
Instance
1
1.Metering
2 N
2.Alarm
3.Scale
Choose your own structure

22. resources:
asg:
type: OS::Heat::AutoScalingGroup
properties:
min_size: 1
max_size: 3
resource:
type: lb_server.yaml
properties:
flavor: {get_param: flavor}
image: {get_param: image}
web_server_scaleup_policy:
type: OS::Heat::ScalingPolicy
properties:
adjustment_type: change_in_capacity
auto_scaling_group_id: {get_resource: asg}
cooldown: 60
scaling_adjustment: 1
outputs:
signal_url:
value: {get_attr: [web_server_scaleup_policy, signal_url]}
ScalingPolicy
Stack
Monitor service
AutoScalingGroup
Instance
1
1.Metering
2 N
2.Alarm
3.Scale
Choose your own structure
curl -i -H "X-Auth-Token: $TOKEN" -X POST $Signal_url
curl -i -H "Content-Type: application/json" -d '{ "auth": { "identity": { "methods":
["password"], "password": { "user": { "name": "admin", "domain": { "id":
"default" }, "password": "password" } } }, "scope": { "project": {
"name": "admin", "domain": { "id": "default" } } } }}'
http://$KEYSTONE/identity/v3/auth/tokens ; echo

23. Look into options for auto-scaling
OS::Heat::AutoScalingGroup
● Properties
○ resource:
■ type: web_server.yaml
■ properties
○ min_size: 10
○ max_size: 100
○ cooldown: 30
○ desired_capacity: 30
○ rolling_updates
■ min_in_service: 5
■ max_batch_size: 10
■ pause_time: 15
● Attributes
○ outputs
○ outputs_list
○ current_size
○ refs [IDs]
○ refs_map {[names: IDs]}

24. Look into options for auto-scaling
OS::Heat::ScalingPolicy
● Properties
○ adjustment_type: change_in_capacity
■ exact_capacity
■ change_in_capacity
■ percent_change_in_capacity
○ auto_scaling_group_id: asg_id
○ cooldown: 60
○ scaling_adjustment: 5
○ # min_adjustment_step:
● Attributes
○ alarm_url
○ signal_url

25. Demo

26. • Review https://goo.gl/4KL1gN
• StoryBoard (Bugs/BP)
https://storyboard.openstack.org/#!/project_group/82
• StoryBoard guide
https://etherpad.openstack.org/p/Heat-StoryBoard-Migration-Info
• Documents https://docs.openstack.org/heat/latest/
• Release Notes https://docs.openstack.org/releasenotes/heat/
• Feedback or Provide ideas = irc: #heat
• Feedback your Use cases
https://etherpad.openstack.org/p/heat-usecases
• Team meeting time Wednesday 14:00 UTC #heat (meeting wiki and
archive)
Join Heat
➔ Boston Summit
◆ Heat project update [ slide & video ]
◆ Heat Onboarding [ slide & video ]
➔ Sydney Summit
◆ Heat project update [ slide & video ]
◆ Heat Onboarding [ slide & video ]
➔ Vancouver Summit
◆ Heat project update [ slide & video ]
◆ Heat Onboarding [ slide & video ]
➔ Heat templates
➔ PTG Etherpad

27. Q & A
Links: demo video
If you wondering what your product or you can interact with Open
Source Cloud community: Embrace community! Embrace Life!