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Setting up a development environment

Pre-requisites

CAPM3 requires two external tools for running the tests during development.

Install kustomize

./hack/ensure-kustomize.sh

Install kubebuilder

./hack/tools/install_kubebuilder.sh

Tilt development environment

Both of the Tilt setups below will get you started developing CAPM3 in a local kind cluster. The main difference is the number of components you will build from source and the scope of the changes you'd like to make. If you only want to make changes in CAPM3, then follow CAPM3 instructions. This will save you from having to build all of the images for CAPI, which can take a while. If the scope of your development will span both CAPM3 and CAPI, then follow the CAPI and CAPM3 instructions.

Tilt for dev in CAPM3

In order to develop CAPM3 using Tilt, there is a requirement to have kind and Tilt installed.

hack/ensure-kind.sh
curl -fsSL \
https://raw.githubusercontent.com/tilt-dev/tilt/master/scripts/install.sh | bash

Once installed, you will need a tilt-settings.json. You can generate one using

make tilt-settings

The tilt-settings file can be customized. Tilt will also consider everything under tilt.d directory.

Then start Tilt:

make tilt-up

The Tilt dashboard can be accessed at http://localhost:10350. If tilt is running remotely, it can be accessed using ssh tunneling. An example of ~/.ssh/config is show below.

Host tiltvm
  HostName <SERVER_IP>
  LocalForward 10350 127.0.0.1:10350
  User ubuntu

Changes in the go code will trigger an update of the images running to run the latest code of CAPM3.

Tilt can be used in Metal3-dev-env, as long as the 03_launch_mgmt_cluster.sh script is NOT run. In that case Ironic needs to be deployed locally first, following the local Ironic setup

By default, the Cluster API components deployed by Tilt have experimental features turned off. If you would like to enable these features, add extra_args as specified in The Cluster API Book.

Once your kind management cluster is up and running, you can deploy an example cluster.

You can also deploy a flavor cluster as a local tilt resource.

To tear down the kind cluster built by the command above, just run:

make kind-reset

Tilt for dev in both CAPM3 and CAPI

If you want to develop in both CAPI and CAPM3 at the same time, then this is the path for you.

First, you will need a kind setup with a registry. You can use the following command

    make kind-create

To use Tilt for a simplified development workflow, follow the instructions in the cluster API repo. The instructions will walk you through cloning the Cluster API (CAPI) repository and configuring Tilt to use kind to deploy the cluster api management components.

you may wish to checkout out the correct version of CAPI to match the version used in CAPM3

Note that tilt up will be run from the cluster-api repository directory and the tilt-settings.json file will point back to the cluster-api-provider-metal3 repository directory. Any changes you make to the source code in cluster-api or cluster-api-provider-metal3 repositories will automatically redeployed to the kind cluster.

After you have cloned both repositories, your folder structure should look like:

|-- src/cluster-api-provider-metal3
|-- src/cluster-api (run `tilt up` here)

Checkout a stable CAPI release, for example:

git checkout release-0.3

Install kustomize from within the cluster-api repo

make kustomize

# verify installation
./hack/tools/bin/kustomize version

If the above installation does not work, install kustomize using a package manager and move the binary to hack/tools/bin/kustomize in the cluster-api repo.

After configuring the environment variables, run the following to generate your tilt-settings.json file in the cluster API repository:

cat <<EOF > tilt-settings.json
{
    "allowed_contexts": ["kind-capm3"],
    "default_registry": "gcr.io/cluster-api-provider",
    "deploy_cert_manager": true,
    "preload_images_for_kind": true,
    "kind_cluster_name": "capm3",
    "provider_repos": ["../cluster-api-provider-metal3"],
    "enable_providers": ["metal3", "docker", "kubeadm-bootstrap", "kubeadm-control-plane"],
    "kustomize_substitutions": {
        "DEPLOY_KERNEL_URL": "${DEPLOY_KERNEL_URL}",
        "DEPLOY_RAMDISK_URL": "${DEPLOY_RAMDISK_URL}",
        "IRONIC_INSPECTOR_URL": "${IRONIC_INSPECTOR_URL}",
        "IRONIC_URL": "${IRONIC_URL}"
  }
}
EOF

This requires the following environment variables to be exported :

  • DEPLOY_KERNEL_URL
  • DEPLOY_RAMDISK_URL
  • IRONIC_INSPECTOR_URL
  • IRONIC_URL

Those need to be set up accordingly with the local Ironic setup

The cluster-api management components that are deployed are configured at the /config folder of each repository respectively. Making changes to those files will trigger a redeploy of the management cluster components.

Including Baremetal Operator and IP Address Manager

If you want to develop on Baremetal Operator or IP Address Manager repository you can include them. First you need to clone the repositories you intend to modify locally, then modify your tilt-settings.json to point to the correct repositories. In case you have a tree like:

#-|
# |- cluster-api
# |- cluster-api-provider-metal3
# |- baremetal-operator
# |- ip-address-manager

and you create your tilt-settings.json in the ./cluster-api or in the ./cluster-api-provider-metal3 folder. Then your tilt-settings.json file would be :

{
  "provider_repos": [ ... , "../baremetal-operator", "../ip-address-manager"],
  "enable_providers": [ ... , "metal3-bmo", "metal3-ipam"],
}

The provider name for Baremetal Operator is metal3-bmo and for IP Address Manager metal3-ipam. Those names are defined in their respective repository.

In case you are modifying the manifests for BMO or IPAM, then you should also modify the kustomization.yaml files in ./config/bmo and ./config/ipam to refer to the modified manifests locally instead of downloading released ones.

Running flavor clusters as a tilt resource

For a successful deployment, you need to have exported the proper variables. You can use the following command:

    source ./examples/clusterctl-templates/example_variables.rc

However, the example variables do not guarantee a successful deployment, they need to be adapted. If deploying on Metal3-dev-env, please rather use the Metal3-dev-env deployment scripts that are tailored for it.

From CLI

run tilt up ${flavors} to spin up worker clusters represented by a Tilt local resource. You can also modify flavors while Tilt is up by running tilt args ${flavors}

From Tilt Config

Add your desired flavors to tilt_config.json:

{
  "worker-flavors": ["default"]
}

Requirements

Please note your tilt-settings.json must contain at minimum the following fields when using tilt resources to deploy cluster flavors:

{
  "kustomize_substitutions": {
    "DEPLOY_KERNEL_URL": "...",
    "DEPLOY_RAMDISK_URL": "...",
    "IRONIC_INSPECTOR_URL": "...",
    "IRONIC_URL": "..."
  }
}

Defining Variable Overrides

If you wish to override the default variables for flavor workers, you can specify them as part of your tilt-settings.json as seen in the example below. Please note, the precedence of variables is as follows:

  1. explicitly defined vars for each flavor i.e. worker-templates.flavors[0].WORKER_MACHINE_COUNT
  2. vars defined at 'metadata' level-- spans workers i.e. metadata.WORKER_MACHINE_COUNT
  3. programmatically defined default vars i.e. everything except Ironic related URL variables "DEPLOY_KERNEL_URL", "DEPLOY_RAMDISK_URL", "IRONIC_INSPECTOR_URL" and "IRONIC_URL"
{
    "kustomize_substitutions": {
        "DEPLOY_KERNEL_URL": "...",
        "DEPLOY_RAMDISK_URL": "...",
        "IRONIC_INSPECTOR_URL": "...",
        "IRONIC_URL": "..."
    },
    "worker-templates": {
        "flavors": {
            "default": {
                "CLUSTER_NAME": "example-default-cluster-name",
            }
        },
        "metadata": {,
            "CONTROL_PLANE_MACHINE_COUNT": "1",
            "KUBERNETES_VERSION": "v1.28.1",
            "WORKER_MACHINE_COUNT": "2",
        }
    }
}

Development using Kind or Minikube

See the Kind docs for instructions on launching a Kind cluster and the Minikube docs for instructions on launching a Minikube cluster.

Deploy CAPI and CAPM3

The following command will deploy the controllers from CAPI, CABPK and CAPM3 and the requested CRDs and creates BareMetalHosts custom resources. The provider uses the BareMetalHost custom resource defined by the baremetal-operator.

make deploy

When a Metal3Machine is created, the provider looks for an available BareMetalHost object to claim and then sets it to be provisioned to fulfill the request expressed by the Metal3Machine. There’s no requirement to actually run the baremetal-operator to test the reconciliation logic of the provider.

Refer to the baremetal-operator developer documentation for instructions and tools for creating BareMetalHost objects.

Run the Controller locally

You will first need to scale down the controller deployment:

kubectl scale -n capm3-system deployment.v1.apps/capm3-controller-manager \
  --replicas 0

You can manually run the controller from outside of the cluster for development and testing purposes. There’s a Makefile target which makes this easy.

make run

You can follow the output on the console to see information about what the controller is doing. You can also proceed to create/update/delete Metal3Machines and BareMetalHosts to test the controller logic.

Deploy an example cluster

Make sure you run make deploy and wait until all pods are in running state before deploying an example cluster with:

make deploy-examples

Delete the example cluster

make delete-examples