For too long, the state of the OpenStack Chef world had been one of duplicative effort, endless forks of Chef cookbooks, and little integration with how many of the OpenStack projects choose to control source code and integration testing. Recently, however, the Chef + OpenStack community has been getting its proverbial act together. Folks from lots of companies have come together and pushed to align efforts to produce a set of well-documented, flexible, but focused Chef cookbooks that install and configure OpenStack services.

My sincere thanks go out to the individuals who have helped to make progress in the last couple weeks, the individuals on the upstream openstack.org continuous integration team, and of course, the many authors of cookbooks whose code and work is being merged together.

OK, so what’s happened?

StackForge now hosting a set of Chef cookbooks for OpenStack

Individual cookbooks for each integrated OpenStack project have been created in the StackForge GitHub organization. Each cookbook name is prefixed with cookbook-openstack- followed by the OpenStack service name (not the project code name):

• Keystone cookbook
• Nova cookbook
• Glance cookbook
• Swift cookbook:
• (the project formerly known as) Quantum cookbook
• Cinder cookbook
• Horizon cookbook
• Ceilometer cookbook

Note that we have not yet created the cookbook for Heat, but that will be coming in the Havana timeframe, for sure. Also note that the Ceilometer (metering) cookbook is empty right now. We’re in the process of pulling the ceilometer recipes out of the compute cookbook into a separate cookbook.

UPDATE: The Heat cookbook repository is now up on Stackforge.

In addition to the OpenStack project cookbooks listed above, there are three other related cookbooks:

• Common library cookbook
• Example database setup wrapper cookbook
• Example message queue setup wrapper cookbook

Finally, there will be another repository called openstack-chef-repo that will contain example Chef roles, databags and documentation showing how all the OpenStack and supporting cookbooks are tied together to create an OpenStack deployment.

UPDATE: The OpenStack Chef Repository is now up on Stackforge.

Code in cookbooks gated by Gerrit like any other OpenStack project

The biggest advantage of hosting all these Chef cookbooks on the StackForge GitHub repository is the easy integration with the upstream continuous integration system. The upstream CI team has built a metric crap-ton (technical term) of automation code that enabled us to quickly have Gerrit managing the patch queues and code reviews for all these cookbook repositories as well as have each repository guarded by a set of gate jobs that run linter and unit tests against the cookbooks.

The rest of this blog post explains how to use the development and continuous integration systems when working on the OpenStack Chef cookbooks housed in Stackforge.

Prepare to develop on a cookbook

OK, so you want to start working on one of the OpenStack Chef cookbooks? Great! You will need to install the git-review plugin. The easiest way to do so is to use pip:

sudo pip install git-review

The first thing you need to do is clone the appropriate Git repository containing the cookbook code and set up your Gerrit credentials. Here is the code to do that:

git clone git@github.com:stackforge/cookbook-openstack-$SERVICE
cd cookbook-openstack-$SERVICE
git review -s

Of course, replace $SERVICE above with one of common, compute, identity, image, block-storage, object-storage, network, metering, or dashboard. What that will do is clone the upstream Stackforge repository for the corresponding cookbook to your local machine, change directory into that clone’d repository, and set up a git remote called “gerrit” pointing to the review.openstack.org Gerrit system.

If everything was successful, you should see something like this:

jpipes@uberbox:~/gerrit-tut$ git clone git@github.com:stackforge/cookbook-openstack-common
Cloning into 'cookbook-openstack-common'...
remote: Counting objects: 506, done.
remote: Compressing objects: 100% (168/168), done.
remote: Total 506 (delta 246), reused 503 (delta 243)
Receiving objects: 100% (506/506), 81.97 KiB, done.
Resolving deltas: 100% (246/246), done.
jpipes@uberbox:~/gerrit-tut$ cd cookbook-openstack-common/
jpipes@uberbox:~/gerrit-tut/cookbook-openstack-common$ git review -s
Creating a git remote called "gerrit" that maps to:
	ssh://jaypipes@review.openstack.org:29418/stackforge/cookbook-openstack-common.git

Repeat the above for each cookbook you wish to clone and work on locally, or simply execute this to clone them all:

for i in common compute identity image block-storage object-storage network metering dashboard;\
do git clone git@github.com:stackforge/cookbook-openstack-$i; cd cookbook-openstack-$i; git review -s; cd ../;\
done

Start to develop on a cookbook

Now that you have git clone’d the upstream cookbook repository and set up your Gerrit remote properly, you can begin coding on the cookbook. Remember, however, that you should never make changes in your local “master” branch. Always work in a local topic branch. This allows you to work on a branch of code separately from the local master branch you will use to bring in changes from other developers.

Create a new topic branch like so:

git checkout -b <TOPIC_NAME>

Here is an example of what you can expect to see:

jpipes@uberbox:~/gerrit-tut/cookbook-openstack-common$ git checkout -b tut-example
Switched to a new branch 'tut-example'

Once you are checked out into your topic branch, you can now add, edit, delete, and move files around as you wish. When you have made the changes you want to make, you then need to commit your changes to the working tree in source control.

IMPORTANT NOTE:: If you created any new files while working in your branch, you will need to tell Git about those new files before you commit. An easy way to check if you’ve added any new files that should be added to Git source control is to always call git status before doing your commit. git status will tell you if there are any untracked files in your working tree that you may need to add to Git:

jpipes@uberbox:~/gerrit-tut/cookbook-openstack-common$ touch something_new.txt
jpipes@uberbox:~/gerrit-tut/cookbook-openstack-common$ git status
# On branch tut-example
# Untracked files:
#   (use "git add <file>..." to include in what will be committed)
#
#	something_new.txt
nothing added to commit but untracked files present (use "git add" to track)

As the note shows, you use the git add command to add the untracked file to source control:

jpipes@uberbox:~/gerrit-tut/cookbook-openstack-common$ git status
# On branch tut-example
# Changes to be committed:
#   (use "git reset HEAD <file>..." to unstage)
#
#	new file:   something_new.txt
#

If you make changes to files, they will show up in git status as changed files, as shown here:

jpipes@uberbox:~/gerrit-tut/cookbook-openstack-common$ vi README.md 
jpipes@uberbox:~/gerrit-tut/cookbook-openstack-common$ git status
# On branch tut-example
# Changes to be committed:
#   (use "git reset HEAD <file>..." to unstage)
#
#	new file:   something_new.txt
#
# Changes not staged for commit:
#   (use "git add <file>..." to update what will be committed)
#   (use "git checkout -- <file>..." to discard changes in working directory)
#
#	modified:   README.md
#

As you can see, I edited the README.md file, and the call to git status shows that file as modified. If you want to review the changes you made, use the git diff command:

jpipes@uberbox:~/gerrit-tut/cookbook-openstack-common$ git diff
diff --git a/README.md b/README.md
index 4fbbd57..e197d3b 100644
--- a/README.md
+++ b/README.md
@@ -24,6 +24,8 @@ of all the settable attributes for this cookbook.
 
 Note that all attributes are in the `default["openstack"]` "namespace"
 
+TODO(jaypipes): Should we list all the attributes in the README?
+
 Libraries
 =========

If you are happy with the changes, you’re now ready to commit those changes to source control. Call git commit, like so:

git commit -a

This will open up your text editor and present you with an area to write your commit message describing the contents of your patch. Commit messages should be properly formatted and abide by the upstream conventions. Feel free to read that link, but here is a brief rundown of stuff to keep in mind:

• Make the first line of the commit message 50 chars or less
• Separate the first line from the rest of the commit message with a blank newline
• Make the commit message descriptive of what the patch is and what the motivation for the patch was
• Do NOT make the commit message into a list of the things in the patch you changed in each revision — we can already see what is contained in the patch

Save and close your editor to finalize the commit. Once successfully committed, you now need to push your changes to the Gerrit code review and patch management system on review.openstack.org. You do this using a call to git review.

When you issue a call to git review for any of the cookbooks, a patch review is created in Gerrit. Behind the scenes, the git review plugin is simply doing the call for you to git push to the Gerrit remote. You can always see what git review is doing by passing the -v flag, like so:

jpipes@uberbox:~/gerrit-tut/cookbook-openstack-common$ git commit -a
[tut-example 66f844a] Simple patch for tutorial -- please IGNORE
 1 file changed, 2 insertions(+)
 create mode 100644 something_new.txt
jpipes@uberbox:~/gerrit-tut/cookbook-openstack-common$ git review -v
2013-05-20 12:48:54.333823 Running: git log --color=never --oneline HEAD^1..HEAD
2013-05-20 12:48:54.337044 Running: git remote
2013-05-20 12:48:54.339673 Running: git branch -a --color=never
2013-05-20 12:48:54.342580 Running: git rev-parse --show-toplevel --git-dir
2013-05-20 12:48:54.345139 Running: git remote update gerrit
Fetching gerrit
2013-05-20 12:48:55.475616 Running: git rebase -i remotes/gerrit/master
2013-05-20 12:48:55.616412 Running: git reset --hard ORIG_HEAD
2013-05-20 12:48:55.620552 Running: git config --get color.ui
2013-05-20 12:48:55.623098 Running: git log --color=always --decorate --oneline HEAD --not remotes/gerrit/master --
2013-05-20 12:48:55.626745 Running: git branch --color=never
2013-05-20 12:48:55.629703 Running: git log HEAD^1..HEAD
Using local branch name "tut-example" for the topic of the change submitted
2013-05-20 12:48:55.634665 Running: git push gerrit HEAD:refs/publish/master/tut-example
remote: Resolving deltas: 100% (2/2)
remote: Processing changes: new: 1, done    
remote: 
remote: New Changes:
remote:   https://review.openstack.org/29797
remote: 
To ssh://jaypipes@review.openstack.org:29418/stackforge/cookbook-openstack-common.git
 * [new branch]      HEAD -> refs/publish/master/tut-example
2013-05-20 12:48:56.775939 Running: git rev-parse --show-toplevel --git-dir

As you can see in the above output, a new patch review was created at the location https://review.openstack.org/29797. You can go to that URL and see the patch review, shown here before any comments or reviews have been made on the patch.

Reviewing patches with Gerrit

Gerrit has three separate levels of reviews: Verify, Code-Review, and Approve.

The Verify (V) review level

The Verify level is limited to the Jenkins Gerrit user, which runs the automated tests that protect each cookbook repository’s master branch. These automated tests are known as gate tests.

When you push code to Gerrit, there are a set of automatic tests that are run against your code by Jenkins. Jenkins is a continuous integration job system that the upstream OpenStack CI team has integrated into Gerrit so that projects managed by Gerrit may have a series of automated check jobs run against proposed patches to the project. Below, you can see that the Jenkins user in Gerrit has already executed two jobs — gate-cookbook-openstack-common-chef-lint and gate-cookbook-openstack-common-chef-unit — against the proposed code changes. The jobs (expectedly) both pass, as I haven’t actually changed anything in the code, only added a blank file and added a line to the README file.

Curious about how those gate jobs are set up? Check out the github.com openstack-infra/config project. Hint: look at these two files.

If the Jenkins jobs fail, you will see Jenkins issue a -1 in the V column in the patch review. Any -1 from Jenkins as a result of a failed gate test will prevent the patch from being merged into the target branch, regardless of the reviews of any human.

The Code-Review (R) review level

Anyone who is logged in to Gerrit can review any proposed patch in Gerrit. To log in to Gerrit, click the “Sign In” link in the top right corner and log in using the Launchpad Single-Signon service. Note: This requires you to have an account on Launchpad.

Once logged in, you will see a “Review” button on each patch in the patchset. You can see this Review button in the images above. If you were the one that pushed the commit, you will also see buttons for “Abandon”, “Work in Progress”, and “Rebase Change”. The “Abandon” button simply lets you mark the patchset as abandoned and gets the patch off of the review radar. “Work in Progress” lets you mark the patchset as not ready for reviews, and “Rebase Change” is generally best left alone unless you know what you’re doing. 😉

Each file (including the commit message itself) has a corresponding link that you can view the diff of that file and add inline comments similar to how GitHub pull requests allow inline commenting. Simply double click directly below the line you wish to comment on, and a box for your comments will appear, as shown below:

IMPORTANT NOTE: Unlike GitHub inline commenting on pull requests, your inline comments on Gerrit reviews are NOT viewable by others until you finalize your review by clicking the “Review” button. Your comments will appear in red as “Draft” comments on the main page of the patch review, as shown below:

To put in a review for the patch, click the “Review” button. You will see options for:

• +1 Looks good to me, but someone else must approve
• +0 No score
• -1 I would prefer you didn’t merge this

If you are a core reviewer, in addition to the above three options, you will also see:

• +2 Looks good to me (core reviewer)
• -2 Do Not Merge

There is also a comment are for you to put your review comments, which is directly above an area that shows all the inline comments you have made:

After selecting the review +/- that matches your overall thoughts on the patch, and entering any comment, click the “Publish Comments” button, and your review will show in the comments of the patch, as shown below:

The Approve (A) review level

Members of the core review team also see a separate area in the review screen for the Approve (A) review level. This level tells Gerrit to either proceed with the merge of the patch into the target branch (+1 Approve) or to wait (0 No Score).

The general rule of thumb is that core reviewers should not hit +1 Approve until 2 or more core reviewers (can include the individual doing the +1 Approve) have added a +2 (R) to the patch in reviews. This rule is subject to the discretion of the core reviewer for trivial changes like typo fixes, etc.

Summary

I hope this tutorial has been a help for those new to the Gerrit and Jenkins integration used by the OpenStack upstream projects. Contributing to the Chef OpenStack cookbooks should be no different than contributing to the upstream OpenStack projects now, and additional gate tests — including full integration test runs using Vagrant or even a multi-node deployment — are on our TODO radar. Please sign up on the OpenStack Chef mailing list if you haven’t already. We look forward to your contributions!