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PXEless Discovery
with Foreman
Stephen Benjamin - February 1, 2016
stephen@redhat.com / @stbenjam
Standard Provisioning
● If a cloud or virtual provider, Foreman can
create the host for you
● Bare metal requires more step like gathering
MAC addresses
● Painful for more than a small number of hosts
Discovery
● Offers MaaS - “Metal as a Service”
● Unknown hosts boot via DHCP/PXE
– Joins the pool of discovered hosts in Foreman
– Can then provision following normal workflows
Workflows
1)Click 'Provision' on a discovered host
– Fill out host form
2)Automatic with discovery rules
– Provision as few as NO clicks
– Based on host facts -
● Memory, mac address, subnet, etc.
PXE Discovery Demo
What if you don't have PXE?
● The realities of corporate environments is
PXE/DHCP:
– may not be allowed
– may be in use for other systems (e.g. Windows)
– may not want to build infra needed for pxe/dhcp
– etc
● What if we could use Discovery without PXE?
PXEless Discovery
● ISO image
– Burn onto physical media
● USB stick, DVD, CD, etc
– Mount via Virtual Media
PXEless Discovery
● When image boots, configure settings by menu
or kernel cmdline options
– Networking (DHCP or manual)
– Foreman URL
● Host is discovered like any other
● When provisioned, kexec loads new kernel and
boots the distro's installer (e.g. Anaconda)
kexec is magic!
● Requires a kexec template for the operating
system
– Currently RHEL/CentOS/etc supported
● Loads a new kernel WITHOUT rebooting
● We pass network settings + provisioning info on
kernel cmdline
Custom Facts
● PXEless UI allows setting custom facts
– Let datacenter operators provision hosts without
giving them access to the Foreman
– e.g. set a custom fact “type” with value “db” and the
host would auto provision as a DB server
– Poor man's authentication scheme via tokens
PXEless Demo
Image Remastering
● Spin your own PXEless ISO
● Set some default values, no need to enter
everything manually
– sudo discovery-remaster fdi-bootable-3.0.5.iso
"fdi.pxgw=192.168.100.1 fdi.pxdns=192.168.100.1
proxy.url=https://192.168.100.1:8443 proxy.type=proxy"
Thanks!
● Docs:
– http://theforeman.org/plugins/foreman_discovery/

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PXEless Discovery with Foreman

  • 1. PXEless Discovery with Foreman Stephen Benjamin - February 1, 2016 stephen@redhat.com / @stbenjam
  • 2. Standard Provisioning ● If a cloud or virtual provider, Foreman can create the host for you ● Bare metal requires more step like gathering MAC addresses ● Painful for more than a small number of hosts
  • 3. Discovery ● Offers MaaS - “Metal as a Service” ● Unknown hosts boot via DHCP/PXE – Joins the pool of discovered hosts in Foreman – Can then provision following normal workflows
  • 4. Workflows 1)Click 'Provision' on a discovered host – Fill out host form 2)Automatic with discovery rules – Provision as few as NO clicks – Based on host facts - ● Memory, mac address, subnet, etc.
  • 6. What if you don't have PXE? ● The realities of corporate environments is PXE/DHCP: – may not be allowed – may be in use for other systems (e.g. Windows) – may not want to build infra needed for pxe/dhcp – etc ● What if we could use Discovery without PXE?
  • 7. PXEless Discovery ● ISO image – Burn onto physical media ● USB stick, DVD, CD, etc – Mount via Virtual Media
  • 8. PXEless Discovery ● When image boots, configure settings by menu or kernel cmdline options – Networking (DHCP or manual) – Foreman URL ● Host is discovered like any other ● When provisioned, kexec loads new kernel and boots the distro's installer (e.g. Anaconda)
  • 9. kexec is magic! ● Requires a kexec template for the operating system – Currently RHEL/CentOS/etc supported ● Loads a new kernel WITHOUT rebooting ● We pass network settings + provisioning info on kernel cmdline
  • 10. Custom Facts ● PXEless UI allows setting custom facts – Let datacenter operators provision hosts without giving them access to the Foreman – e.g. set a custom fact “type” with value “db” and the host would auto provision as a DB server – Poor man's authentication scheme via tokens
  • 12. Image Remastering ● Spin your own PXEless ISO ● Set some default values, no need to enter everything manually – sudo discovery-remaster fdi-bootable-3.0.5.iso "fdi.pxgw=192.168.100.1 fdi.pxdns=192.168.100.1 proxy.url=https://192.168.100.1:8443 proxy.type=proxy"