Block Device Setup

During the creation of a disk image (e.g. for a VM), there is the need to create, setup, configure and afterwards detach some kind of storage where the newly installed OS can be copied to or directly installed in.

Problem description

Currently dib is somewhat limited when it comes to setting up the block device: only one partition that can be used for data. LVM, encryption, multi-device or installation in an already existing block device is not supported.

In addition there are several places (main, lib, elements) where the current way of handling the block device is used (spread knowledge and implementation).

Also it is not possible, to implement the handling as different elements: it is not possible to pass results of one element in the same phase to another element. Passing results from one phase to dib main is limited.

Use Cases

Possible use cases are (Actor: End User)

  1. User wants to use an existing block device to install an system image in (like hd, iSCSI, SAN lun, ...).
  2. User wants that the system will be installed in multiple partitions.
  3. User wants that the partitioning is done in a specific way (optimize for speed, optimize for size).
  4. User wants to use LVM to install the system in (multiple PV, VG and LV).
  5. User wants to encrypt a partition or a LV where (parts) of the system are installed in.
  6. User wants specific file systems on specific partitions or LVs.

Please note that these are only examples and details are described and implemented by different sub-specs.

Proposed change

Because of the current way to execute elements, it is not possible to have different elements for each feature. Instead the changes will be implemented in a python module ‘block_device’ placed in the ‘diskimage_builder’ directory.

The entry-point mechanism is used to create callable python programs. These python programs are directly called from within the dib-main.

There is the need to implement some functions or classes that take care about common used new functionality: e.g. storing state between phases, calling python sub-modules and passing arguments around. These functionality is implemented as needed - therefore it is most likely that the first patch implements also big parts of these infrastructure tasks.

Alternatives

  1. Rewrite DIB in the way that elements can interchange data, even if they are called during one phase. This would influence the way all existing elements are called - and might lead to unpredictable results.
  2. In addition there is the need to introduce at least two additional phases: because major parts of the block device handling are currently done in main and these must be passed over to elements.
  3. Another way would be to implement everything in one element: this has the disadvantage, that other elements are not allowed to use the ‘block_device’ phase any longer and also passing around configuration and results is still not possible (see [3]).

API impact

Is described in the sub-elements.

Security impact

Is described in the sub-elements.

Other end user impact

Paradigm changes from execute script to configuration for block_device phase.

Performance Impact

Is described in the sub-elements.

Implementation

Assignee(s)

Primary assignee:
ansreas (andreas@florath.net)

Would be good, if other people would support this - and specify and implement modules.

Work Items

This is an overview over changes in the block device layer. Each level or module needs it’s own spec.

A first step is to reimplement the existing functionality, this contains:

  1. Level 0: Local Loop module Use loop device on local image file (This is already implemented: [1])
  2. Level 1: partitioning module (This is already implemented: [4])
  3. Level 2: Create File System An initial module uses ext4 only
  4. Level 3: Mounting

As a second step the following functionality can be added:

  • Level 1: LVM module
  • Level 2: Create File System (swap)
  • Level 2: Create File System (vfat, needed for UEFI)
  • Level 2: Create File System (xfs)

Of course any other functionality can also be added when needed and wanted.

Dependencies

Is described in the sub-elements.

Testing

Is described in the sub-elements.

Documentation Impact

Is described in the sub-elements.

References

[1] Implementation of Level 0: Local Loop module
https://review.openstack.org/319591
[2] ‘Block Device Setup for Disk-Image-Builder’
https://etherpad.openstack.org/p/C80jjsAs4x
[3] partitioning-parted
This was a first try to implement everything as an element - it shows the limitation. https://review.openstack.org/313938
[4] Implementation of Level 1: partitioning module
https://review.openstack.org/322671