How to create a set of VMs using OpenStack Heat Orchestration on CloudFerro Cloud[](#how-to-create-a-set-of-vms-using-openstack-heat-orchestration-on-brand-name "Permalink to this headline") =============================================================================================================================================================================================== Heat is an OpenStack component responsible for Orchestration. Its purpose is to deliver automation engine and optimize processes. Heat receives commands through templates which are text files in *yaml* format. A template describes the entire infrastructure that you want to deploy. The deployed environment is called a *stack* and can consist of any combination out of the **102** different resources that are available in OpenStack. What We Are Going To Cover[](#what-we-are-going-to-cover "Permalink to this headline") --------------------------------------------------------------------------------------- > * Typical parts of a Heat template > * Basic template for using Heat > * How to get data for Heat Template > * Using Heat with CLI > * Using Heat with GUI > * More advanced template for Heat Prerequisites[](#prerequisites "Permalink to this headline") ------------------------------------------------------------- No. 1 **Account** You need a CloudFerro Cloud hosting account with access to the Horizon interface: . No. 2 **Installed Python and its virtualenv** If you want to use Heat through CLI commands, Python must be installed and its virtual environment activated. See article [How to install Python virtualenv or virtualenvwrapper on CloudFerro Cloud](../cloud/How-to-install-Python-virtualenv-or-virtualenvwrapper-on-CloudFerro-Cloud.html). If you have never installed one of the OpenStack clients, see :[How To Install OpenStack and Magnum Clients for Command Line Interface to CloudFerro Cloud Horizon](../kubernetes/How-To-Install-OpenStack-and-Magnum-Clients-for-Command-Line-Interface-to-CloudFerro-Cloud-Horizon.html). Always use the latest value of image id[](#always-use-the-latest-value-of-image-id "Permalink to this headline") ----------------------------------------------------------------------------------------------------------------- From time to time, the default images of operating systems in the CloudFerro Cloud cloud are upgraded to the new versions. As a consequence, their **image id** will change. Let’s say that the image id for Ubuntu 20.04 LTS was **574fe1db-8099-4db4-a543-9e89526d20ae** at the time of writing of this article. While working through the article, you would normally take the **current** value of image id, and would use it to replace **574fe1db-8099-4db4-a543-9e89526d20ae** throughout the text. Now, suppose you wanted to automate processes under OpenStack, perhaps using Heat, Terraform, Ansible or any other tool for OpenStack automation; if you use the value of **574fe1db-8099-4db4-a543-9e89526d20ae** for image id, it would remain **hardcoded** and once this value gets changed during the upgrade, the automated process may stop to execute. Warning Make sure that your automation code is using the **current value** of an OS image id, not the hardcoded one. Basic template for using Heat[](#basic-template-for-using-heat "Permalink to this headline") --------------------------------------------------------------------------------------------- Using the following snippet, you can create one virtual machine, booted from ephemeral disk. Create a text file called **template.yaml** with your favorite text editor and save it to disk: ``` heat_template_version: 2015-04-30 resources: instance: type: OS::Nova::Server properties: flavor: eo1.xsmall image: Ubuntu 18.04 LTS networks: - network: - network: key_name: security_groups: - allow_ping_ssh_icmp_rdp - default ``` Important *Yaml* format does not allow for tabs, you must enter spaces instead. Typical parts of a Heat template[](#typical-parts-of-a-heat-template "Permalink to this headline") --------------------------------------------------------------------------------------------------- Here are the basic elements of a Heat template: **heat\_template\_version** : The exact version of heat template. Each of them varies in many ways (including support for various modules, additional parameters, customization etc). See **Orchestration** -> **Template Versions**. **resources** : Entry to commence providing particular components for deployment. **instance** : Name of resource (you can type in anything on your own). **type** : Definition of an OpenStack component (a comprehensive list is under **Orchestration** -> **Resource Types**) **properties** : Required parameters for deploying a component. Note Your account will normally have a network starting with **cloud\_** but it may also have other networks. In the following examples, we use network called **eodata\_** as an example of an additional network that can be added while creating and using Heat templates. How to get data for Heat template[](#how-to-get-data-for-heat-template "Permalink to this headline") ----------------------------------------------------------------------------------------------------- Templates need data for images, flavor networks, key pairs, security groups and so on. You would normally know all these elements in advance, or you could “look around” at various parts of OpenStack environment: | | | | --- | --- | | flavor | **Compute** -> **Instances** -> **Launch Instance** -> **Flavor** | | image | **Compute** -> **Instances** -> **Launch Instance** -> **Source** | | networks | **Network** -> **Networks** -> *cloud* and *eodata* networks for your domain | | key\_name | **Compute** -> **Key Pairs** | | security\_groups | **Network** -> **Security Groups** | You can work with Heat in two ways: > * through Command Line Interface (CLI), with **python-heatclient** preinstalled and > * interactively, through Horizon commands. Using Heat with CLI[](#using-heat-with-cli "Permalink to this headline") ------------------------------------------------------------------------- Assuming you have > * installed Python and > * activated its working environment as explained in Prerequisite No. 2, run **pip** command to install **python-heatclient**: ``` pip install python-heatclient ``` To run a prepared template in order to deploy a stack, this is what a general command would look like: ``` openstack stack create -t template.yaml ``` where **-t** assigns template for deployment and **** defines name for the stack. As a result, a new Stack would be executed and a new instance would be created. For example, the command ``` openstack stack create -t template.yaml heat-test2 ``` would produce the following output: ![heat-test2.png](../_images/heat-test2.png) In Horizon, this is what you would see under **Orchestration** -> **Stacks**: ![heat_test2_stacks.png](../_images/heat_test2_stacks.png) A new instance would be created under **Compute** -> **Instances**: ![heat_test2_instances.png](../_images/heat_test2_instances.png) Using Heat with GUI[](#using-heat-with-gui "Permalink to this headline") ------------------------------------------------------------------------- Log in to the Horizon dashboard, choose **Orchestration** and then **Stacks** tab: ![stacks_menu.png](../_images/stacks_menu.png) Navigate to the right part of the screen, click on button ![click_button_launch_stack](_images/click_button_launch_stack.png) and bring **Select Template** window to the screen. Enroll Template Source selector and choose a particular file, Direct Input or URL to your template. ![orch4.png](../_images/orch4.png) Enter the text of the template you copied from file **template.yaml** directly into the form: ![select_template_yaml.png](../_images/select_template_yaml.png) Provide a name of your stack and your openstack password: ![launch_stack.png](../_images/launch_stack.png) As a result, a new Heat template will have been created: ![create_new_template.png](../_images/create_new_template.png) By creating a stack in Horizon you have also executed that template. The result is that a new instance has been created – see it under **Compute** -> **Instances**: ![heat_instance.png](../_images/heat_instance.png) We end up with two stacks and two new instances, once using a CLI and the other time, using a GUI. Create four VMs using an advanced Heat template[](#create-four-vms-using-an-advanced-heat-template "Permalink to this headline") --------------------------------------------------------------------------------------------------------------------------------- In the following example we will attach parameters and then create ResourceGroup with counter, a VM booted from Cinder Volume and several predefined outputs. In parameter **count** we state that we want to generate **4** instances at once, which will yield us the automation that we wanted in the first place. Save the following code as **template4.yaml**: ``` heat_template_version: 2015-04-30 parameters: key_name: type: string label: sshkey description: SSH key to be used for all instances default: image_id: type: string description: Image to be used. Check all available options in Horizon dashboard or, with CLI, use openstack image list command. default: Ubuntu 18.04 LTS private_net_id: type: string description: ID/Name of private network default: resources: Group_of_VMs: type: OS::Heat::ResourceGroup properties: count: 4 resource_def: type: OS::Nova::Server properties: name: my_vm%index% flavor: eo1.xsmall image: { get_param: image_id } networks: - network: { get_param: private_net_id } key_name: { get_param: key_name } security_groups: - allow_ping_ssh_icmp_rdp - default VOL_FAQ: type: OS::Cinder::Volume properties: name: vol size: 20 image : { get_param: image_id } With_volume: type: OS::Nova::Server properties: flavor: eo1.xsmall block_device_mapping: [{"volume_size": 20, "volume_id": { get_resource: VOL_FAQ }, "delete_on_termination": False, "device_name": "/dev/vda" }] networks: - network: { get_param: private_net_id } key_name: { get_param: key_name } security_groups: - allow_ping_ssh_icmp_rdp - default image : { get_param: image_id } outputs: SERVER_DETAILS: description: Shows details of all virtual servers. value: { get_attr: [ Group_of_VMs, show ] } ``` The first step is to create a real volume (called VOL\_FAQ) and the second is to create a VM (With\_volume). **Explanation** **Parameters** : Here you provide default values (**key\_name**, **image\_id**, **private\_net\_id** in this case) and later inject them into resource definitions. The syntax is: ``` {get param: param_name } ``` **ResourceGroup** : Component being used for repeating deployment, e.g two identical VM’s. **Count** : Defines a variable for iterative operations. **resource\_def** : Starting statement for defining group resources. **%index%** : This is how you add iterative number to the VM name, increasing values starting from 0. **block\_device\_mapping** : Property to define a bootable Cinder volume for instance. **outputs** : Additional information concerning deployed elements of the stack. In this case it returns a “show” attribute output. You can examine this kind of information by using openstack stack output list. Available attributes for every component [can be found here.](https://docs.openstack.org/heat/latest/template_guide/openstack.html). Execute the template with the following command: ``` openstack stack create -t template4.yaml four ``` The name of the stack will be *four*. This is the result in CLI window: ![create_heat_4.png](../_images/create_heat_4.png) Under **Compute** -> **Instance** you would see five new instances created: ![four_created.png](../_images/four_created.png) Four of them have names *my\_vm0*, *my\_vm1*, *my\_vm1* and *my\_vm1*, as defined in line **name: my\_vm%index%** in the template. The fifth is called **four-With\_volume-lrejw222kfvi**. Its name starts the same as the name of the template itself while the rest is automatically generated. What To Do Next[](#what-to-do-next "Permalink to this headline") ----------------------------------------------------------------- You can write your own templates as *yaml* files or you can use option **Orchestration** -> **Template Generator**, which will enable you to enter components in an interactive way: ![template_generator.png](../_images/template_generator.png) Further explanation of this option is out of scope of this article.