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  1. OpenShift Container Platform (OCP) Strategy
  2. OCPSTRAT-1102

[Tech Preview] OpenShift-based Appliance lifecycle

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    • Technical enablement needed due to the support complexity involved in supporting partner appliances.

      Feature Overview (aka. Goal Summary)  

      An elevator pitch (value statement) that describes the Feature in a clear, concise way.  Complete during New status.

      • Enable partners to create OpenShift-based appliances

      Goals (aka. expected user outcomes)

      The observable functionality that the user now has as a result of receiving this feature. Include the anticipated primary user type/persona and which existing features, if any, will be expanded. Complete during New status.

      • Enable partners to create OpenShift-based appliances, which means OpenShift plus other operators plus partner software.
      • These appliances may be deployed in disconnected and/or remote sites.
      • These appliances may be SNO (lower priority) or multi-node.
      • These appliances may be physical (metal) or virtual (generally vSphere).
      • The appliance cannot rely on any external infrastructure (e.g., registry, DNS, etc.)
      • The full lifecycle of the appliance must be supported in a user-friendly manner (deploy, upgrade, backup/restore, redeploy).
      • See MGMT-13122 for feature details.

      Requirements (aka. Acceptance Criteria):

      A list of specific needs or objectives that a feature must deliver in order to be considered complete.  Be sure to include nonfunctional requirements such as security, reliability, performance, maintainability, scalability, usability, etc.  Initial completion during Refinement status.

      • Provide documentation for how partners can use solution in KCS article
      • Develop blog and/or video that describes solution and how to use it
      • Technical enablement material

       

      Anyone reviewing this Feature needs to know which deployment configurations that the Feature will apply to (or not) once it's been completed.  Describe specific needs (or indicate N/A) for each of the following deployment scenarios. For specific configurations that are out-of-scope for a given release, ensure you provide the OCPSTRAT (for the future to be supported configuration) as well.

      Deployment considerations List applicable specific needs (N/A = not applicable)
      Self-managed, managed, or both Self-managed (though could be managed by partner)
      Classic (standalone cluster) Classic
      Hosted control planes Future
      Multi node, Compact (three node), or Single node (SNO), or all SNO
      Connected / Restricted Network All – connected and disconnected, air-gapped
      Architectures, e.g. x86_x64, ARM (aarch64), IBM Power (ppc64le), and IBM Z (s390x) x86_x64
      Operator compatibility TBD
      Backport needed (list applicable versions) N/A
      UI need (e.g. OpenShift Console, dynamic plugin, OCM) N/A
      Other (please specify)  

      Use Cases (Optional):

      Include use case diagrams, main success scenarios, alternative flow scenarios.  Initial completion during Refinement status.

      <your text here>

      Questions to Answer (Optional):

      Include a list of refinement / architectural questions that may need to be answered before coding can begin.  Initial completion during Refinement status.

      <your text here>

      Out of Scope

      High-level list of items that are out of scope.  Initial completion during Refinement status.

      <your text here>

      Background

      Provide any additional context is needed to frame the feature.  Initial completion during Refinement status.

      In OCP 4.14, we provided the ability to pass cluster configs to the agent-based installer (AGI) after booting image (AGENT-559).

      In OCP 4.15, we published in upstream how you can use the Appliance Image builder utility to build disk images using Agent-based Installer to enable appliance installations — see https://github.com/openshift/appliance/blob/master/docs/user-guide.md. This is “Dev Preview”. The appliance tooling is currently supported and maintained by ecosystem engineering.

      In OCP 4.16, this Appliance image builder utility will be bundled and shipped and will be available at registry.redhat.io (we are “productizing” this part). In the near term, we’ll document this via KCS and not official docs (to minimize confusion about documenting a feature that only impacts a small subset of appliance partners).

      This appliance tool combines 2 features:

      • Registry-less clusters (air gapped) - currently there's no plans for the installation part outside of the appliance (unless we have a good solution planned for scale-out and upgrades).
      • Disk image generation from cluster configuration for appliance use **

      Customer Considerations

      Provide any additional customer-specific considerations that must be made when designing and delivering the Feature.  Initial completion during Refinement status.

      <your text here>

      Documentation Considerations

      Provide information that needs to be considered and planned so that documentation will meet customer needs.  If the feature extends existing functionality, provide a link to its current documentation. Initial completion during Refinement status.

      <your text here>

      Interoperability Considerations

      Which other projects, including ROSA/OSD/ARO, and versions in our portfolio does this feature impact?  What interoperability test scenarios should be factored by the layered products?  Initial completion during Refinement status.

      <your text here>

            racedoro@redhat.com Ramon Acedo
            apinnick@redhat.com Avital Pinnick
            Angus Thomas, Daniel Erez, Ju Lim, liat gamliel, Oved Ourfali, Rom Freiman, Zane Bitter
            Daniel Erez Daniel Erez
            Daniel Erez Daniel Erez
            Sebastian Kopacz Sebastian Kopacz
            Zane Bitter Zane Bitter
            Ramon Acedo Ramon Acedo
            Dave Mulford Dave Mulford
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