The functionality of the module might change, but the main features will remain. Compatibility with future versions is guaranteed, but might require additional migration steps.

Introduction

This guide is intended for administrators of Deckhouse Virtualization Platform (DVP) and describes how to create and modify cluster resources.

The administrator also has rights to manage project resources, which are described in the User guide.

Images

The ClusterVirtualImage resource is used to load virtual machine images into the intra-cluster storage. After that it can be used to create virtual machine disks. It is available in all cluster namespaces and projects.

The image creation process includes the following steps:

  • The user creates a ClusterVirtualImage resource.
  • Once created, the image is automatically uploaded from the source specified in the specification to the storage (DVCR).
  • Once the upload is complete, the resource becomes available for disk creation.

There are different types of images:

  • ISO image: An installation image used for the initial installation of an operating system. Such images are released by OS vendors and are used for installation on physical and virtual servers.
  • Preinstalled disk image: Contains an already installed and configured operating system ready for use after the virtual machine is created. These images are offered by several vendors and can be provided in formats such as qcow2, raw, vmdk, and others.

One of the resource examples for obtaining virtual machine images is Ubuntu Cloud Images.

Once a resource is created, the image type and size are automatically determined, and this information is reflected in the resource status.

Images can be downloaded from various sources, such as HTTP servers where image files are located or container registries. It is also possible to download images directly from the command line using the curl utility.

Images can be created from other images and virtual machine disks.

For a full description of the ClusterVirtualImage resource configuration parameters, refer to Custom Resources.

Creating an image from an HTTP server

In this example, let’s create a cluster image.

Run the following command to create a ClusterVirtualImage resource:

d8 k apply -f - <<EOF
apiVersion: virtualization.deckhouse.io/v1alpha2
kind: ClusterVirtualImage
metadata:
  name: ubuntu-22.04
spec:
  # Source for creating an image.
  dataSource:
    type: HTTP
    http:
      url: "https://cloud-images.ubuntu.com/minimal/releases/jammy/release/ubuntu-22.04-minimal-cloudimg-amd64.img"
EOF

To verify that the ClusterVirtualImage has been created, run the following command:

d8 k get clustervirtualimage ubuntu-22.04
# Or use a shorter version of this command.
d8 k get cvi ubuntu-22.04

In the output, you should see information about the resource:

NAME           PHASE   CDROM   PROGRESS   AGE
ubuntu-22.04   Ready   false   100%       23h

Once created, the ClusterVirtualImage resource can be in one of the following states (phases):

  • Pending: Waiting for all dependent resources required for image creation to be ready.
  • WaitForUserUpload: Waiting for the user to upload the image (this phase is present only for type=Upload).
  • Provisioning: The image is being created.
  • Ready: The image has been created and is ready for use.
  • Failed: An error occurred when creating the image.
  • Terminating: The image is being deleted. It may “get stuck” in this state if it is still connected to the virtual machine.

As long as the image has not entered the Ready phase, the contents of the .spec block can be changed. If you change it, the disk creation process will start again. Once it is in the Ready phase, the .spec block contents cannot be changed.

You can trace the image creation process by adding the -w key to the previous command:

d8 k get cvi ubuntu-22.04 -w

Example output:

NAME           PHASE          CDROM   PROGRESS   AGE
ubuntu-22.04   Provisioning   false              4s
ubuntu-22.04   Provisioning   false   0.0%       4s
ubuntu-22.04   Provisioning   false   28.2%      6s
ubuntu-22.04   Provisioning   false   66.5%      8s
ubuntu-22.04   Provisioning   false   100.0%     10s
ubuntu-22.04   Provisioning   false   100.0%     16s
ubuntu-22.04   Ready          false   100%       18s

You can get additional information about the downloaded image from the description of the ClusterVirtualImage resource. To check on the description, run the following command:

d8 k describe cvi ubuntu-22.04

Creating an image from a container registry

An image stored in a container registry has a certain format. Let’s look at an example:

  1. First, download the image locally:

    curl -L https://cloud-images.ubuntu.com/minimal/releases/jammy/release/ubuntu-22.04-minimal-cloudimg-amd64.img -o ubuntu2204.img
    
  2. Next, create a Dockerfile with the following contents:

    FROM scratch
    COPY ubuntu2204.img /disk/ubuntu2204.img
    
  3. Build the image and upload it to the container registry. The example below uses docker.io as the container registry. You would need to have a service account and a configured environment to run it.

    docker build -t docker.io/<username>/ubuntu2204:latest
    

    Where username is the username specified when registering at docker.io.

  4. Upload the created image to the container registry:

    docker push docker.io/<username>/ubuntu2204:latest
    
  5. To use this image, create a resource as an example:

    d8 k apply -f - <<EOF
    apiVersion: virtualization.deckhouse.io/v1alpha2
    kind: ClusterVirtualImage
    metadata:
      name: ubuntu-2204
    spec:
      dataSource:
        type: ContainerImage
        containerImage:
          image: docker.io/<username>/ubuntu2204:latest
    EOF
    

Uploading an image via CLI

  1. To upload an image using CLI, first create the following resource as shown below with the ClusterVirtualImage example:

    d8 k apply -f - <<EOF
    apiVersion: virtualization.deckhouse.io/v1alpha2
    kind: ClusterVirtualImage
    metadata:
      name: some-image
    spec:
      dataSource:
        type: Upload
    EOF
    

    Once created, the resource will enter the WaitForUserUpload phase, which means it is ready for uploading the image.

  2. There are two options available for uploading — from a cluster node and from an arbitrary node outside the cluster:

    d8 k get cvi some-image -o jsonpath="{.status.imageUploadURLs}"  | jq
    

    Example output:

    {
      "external":"https://virtualization.example.com/upload/g2OuLgRhdAWqlJsCMyNvcdt4o5ERIwmm",
      "inCluster":"http://10.222.165.239/upload"
    }
    
  3. As an example, download the Cirros image:

    curl -L http://download.cirros-cloud.net/0.5.1/cirros-0.5.1-x86_64-disk.img -o cirros.img
    
  4. Upload the image using the following command:

    curl https://virtualization.example.com/upload/g2OuLgRhdAWqlJsCMyNvcdt4o5ERIwmm --progress-bar -T cirros.img | cat
    
  5. After the upload is complete, the image should have been created and entered the Ready phase: To verify this, run the following command:

    d8 k get cvi some-image
    

    Example output:

    NAME         PHASE   CDROM   PROGRESS   AGE
    some-image   Ready   false   100%       1m
    

Virtual machine classes

The VirtualMachineClass resource is designed for centralized configuration of preferred virtual machine settings. It allows you to define CPU instructions, configuration policies for CPU and memory resources for virtual machines, as well as define ratios of these resources. In addition, VirtualMachineClass provides management of virtual machine placement across platform nodes. This allows administrators to effectively manage virtualization platform resources and optimally place virtual machines on platform nodes.

The VirtualMachineClass resource structure is as follows:

apiVersion: virtualization.deckhouse.io/v1alpha2
kind: VirtualMachineClass
metadata:
  name: <vmclass-name>
spec:
  # The section describes virtual processor parameters for virtual machines.
  # This block cannot be changed after the resource has been created.
  cpu: ...

  # (optional) Describes the rules for allocating virtual machines between nodes.
  # When changed, it is automatically applied to all virtual machines using this VirtualMachineClass.
  nodeSelector: ...

  # (optional) Describes the sizing policy for configuring virtual machine resources.
  # When changed, it is automatically applied to all virtual machines using this VirtualMachineClass.
  sizingPolicies: ...

Since changing the .spec.nodeSelector parameter affects all virtual machines using this VirtualMachineClass, consider the following:

  • For the Enterprise edition, this may cause virtual machines to be migrated to new destination nodes if the current nodes do not meet placement requirements.
  • For the Community edition, this may cause virtual machines to restart according to the automatic change application policy set in the .spec.disruptions.restartApprovalMode parameter.

DVP provides three predefined VirtualMachineClass resources. To get information on these resources, run the following command:

d8 k get virtualmachineclass

Example output:

NAME               PHASE   AGE
host               Ready   6d1h
host-passthrough   Ready   6d1h
generic            Ready   6d1h
  • host: This class uses a virtual CPU with an instruction set that is closely matching the platform node’s CPU. This provides high performance and functionality, as well as compatibility with “live” migration for nodes with similar processor types. For example, you can’t migrate a VM from an Intel-based node to an AMD-based node. This is also true for different generations of processors, as their instruction set is different.
  • host-passthrough: Uses a physical CPU of the platform node directly, without any modifications. When using this class, a guest VM can only be migrated to a target node that has a CPU exactly matching the CPU of the source node.
  • generic: A universal CPU model that uses the Nehalem microarchitecture, which is fairly old but still supported by the most modern CPUs. This allows running VMs on any node within a cluster with the “live” migration capability.

Make sure to specify the VirtualMachineClass resource in the virtual machine configuration. The following is an example of specifying a class in the VM specification:

apiVersion: virtualization.deckhouse.io/v1alpha2
kind: VirtualMachine
metadata:
  name: linux-vm
spec:
  virtualMachineClassName: generic # VirtualMachineClass resource name.
  ...

It is recommended that you create at least one VirtualMachineClass resource in the cluster with the Discovery type immediately after all nodes are configured and added to the cluster. This allows virtual machines to utilize a generic CPU with the highest possible CPU performance considering the CPUs on the cluster nodes. This allows the virtual machines to utilize the maximum CPU capabilities and migrate seamlessly between cluster nodes if necessary.

DVP administrators can create the required classes of virtual machines according to their needs, but a general recommendation is to at least create the required minimum. Consider examples from the following sections.

VirtualMachineClass configuration example

VirtualMachineClass configuration example

Let’s imagine that we have a cluster of four nodes. Two of these nodes labeled group=blue have a “CPU X” processor with three instruction sets, and the other two nodes labeled group=green have a newer “CPU Y” processor with four instruction sets.

To optimally utilize the resources of this cluster, it is recommended that you create three additional virtual machine classes (VirtualMachineClass):

  • universal: This class will allow virtual machines to run on all nodes in the platform and migrate between them. It will use the instruction set for the lowest CPU model to ensure the greatest compatibility.
  • cpuX: This class will be for virtual machines that should only run on nodes with a “CPU X” processor. VMs will be able to migrate between these nodes using the available “CPU X” instruction sets.
  • cpuY: This class is for VMs that should only run on nodes with a “CPU Y” processor. VMs will be able to migrate between these nodes using the available “CPU Y” instruction sets.

A CPU instruction set is a list of all the instructions that a processor can execute, such as addition, subtraction, or memory operations. They determine what operations are possible, affect program compatibility and performance, and can vary from one generation of processors to the next.

Sample resource configurations for a given cluster:

---
apiVersion: virtualization.deckhouse.io/v1alpha2
kind: VirtualMachineClass
metadata:
  name: universal
spec:
  cpu:
    discovery: {}
    type: Discovery
  sizingPolicies: { ... }
---
apiVersion: virtualization.deckhouse.io/v1alpha2
kind: VirtualMachineClass
metadata:
  name: cpuX
spec:
  cpu:
    discovery: {}
    type: Discovery
  nodeSelector:
    matchExpressions:
      - key: group
        operator: In
        values: ["blue"]
  sizingPolicies: { ... }
---
apiVersion: virtualization.deckhouse.io/v1alpha2
kind: VirtualMachineClass
metadata:
  name: cpuY
spec:
  cpu:
    discovery:
      nodeSelector:
        matchExpressions:
          - key: group
            operator: In
            values: ["green"]
    type: Discovery
  sizingPolicies: { ... }

Other configuration options

Example of the VirtualMachineClass resource configuration:

apiVersion: virtualization.deckhouse.io/v1alpha2
kind: VirtualMachineClass
metadata:
  name: discovery
spec:
  cpu:
    # Configure a generic vCPU for a given set of nodes.
    discovery:
      nodeSelector:
        matchExpressions:
          - key: node-role.kubernetes.io/control-plane
            operator: DoesNotExist
    type: Discovery
  # Allow VMs with this class to run only on nodes in the `worker` group.
  nodeSelector:
    matchExpressions:
      - key: node.deckhouse.io/group
        operator: In
        values:
          - worker
  # Resource configuration policy.
  sizingPolicies:
    # For a range of 1–4 cores, it is possible to use 1–8 GB of RAM in 512Mi increments,
    # i.e., 1 GB, 1.5 GB, 2 GB, 2.5 GB, etc.
    # No dedicated cores are allowed.
    # All `corefraction` options are available.
    - cores:
        min: 1
        max: 4
      memory:
        min: 1Gi
        max: 8Gi
        step: 512Mi
      dedicatedCores: [false]
      coreFractions: [5, 10, 20, 50, 100]
    # For a range of 5–8 cores, it is possible to use 5–16 GB of RAM in 1 GB increments,
    # i.e., 5 GB, 6 GB, 7 GB, etc.
    # No dedicated cores are allowed.
    # Some `corefraction` options are available.
    - cores:
        min: 5
        max: 8
      memory:
        min: 5Gi
        max: 16Gi
        step: 1Gi
      dedicatedCores: [false]
      coreFractions: [20, 50, 100]
    # For a range of 9–16 cores, it is possible to use 9–32 GB of RAM in 1 GB increments.
    # You can use dedicated cores if needed.
    # Some `corefraction` options are available.
    - cores:
        min: 9
        max: 16
      memory:
        min: 9Gi
        max: 32Gi
        step: 1Gi
      dedicatedCores: [true, false]
      coreFractions: [50, 100]
    # For the range of 17–1024 cores, it is possible to use 1–2 GB of RAM per core.
    # Only the dedicated cores are available for use.
    # The only available `corefraction` parameter is 100%.
    - cores:
        min: 17
        max: 1024
      memory:
        perCore:
          min: 1Gi
          max: 2Gi
      dedicatedCores: [true]
      coreFractions: [100]

The following are fragments of the VirtualMachineClass configurations for different tasks:

  • A class with a vCPU with the required set of processor instructions. In this case, we use type: Features to specify the required set of supported instructions for the processor:

    spec:
      cpu:
        features:
          - vmx
        type: Features
    
  • A class with a universal vCPU for a given set of nodes. In this case, we use type: Discovery:

    spec:
      cpu:
        discovery:
          nodeSelector:
            matchExpressions:
              - key: node-role.kubernetes.io/control-plane
                operator: DoesNotExist
        type: Discovery
    
  • To create a vCPU of a specific CPU with a predefined instruction set, we use type: Model. To get a list of supported CPU names for the cluster node, run the command in advance:

    d8 k get nodes <node-name> -o json | jq '.metadata.labels | to_entries[] | select(.key | test("cpu-model")) | .key | split("/")[1]'' -r
    

    Example output:

    IvyBridge
    Nehalem
    Opteron_G1
    Penryn
    SandyBridge
    Westmere
    

    After that specify the following in the VirtualMachineClass resource specification:

    spec:
      cpu:
        model: IvyBridge
        type: Model
    

Reliability mechanisms

Migration and maintenance mode

Virtual machine migration is an important feature in virtualized infrastructure management. It allows you to move running virtual machines from one physical node to another without shutting them down. Virtual machine migration is required for a number of tasks and scenarios:

  • Load balancing. Moving virtual machines between nodes allows you to evenly distribute the load on servers, ensuring that resources are utilized in the best possible way.
  • Node maintenance. Virtual machines can be moved from nodes that need to be taken out of service to perform routine maintenance or software upgrade.
  • Upgrading a virtual machine firmware. The migration allows you to upgrade the firmware of virtual machines without interrupting their operation.

Start migration of an arbitrary machine

The following is an example of migrating a selected virtual machine.

  1. Before starting the migration, check the current status of the virtual machine:

    d8 k get vm
    

    Example output:

    NAME                                   PHASE     NODE           IPADDRESS     AGE
    linux-vm                              Running   virtlab-pt-1   10.66.10.14   79m
    

    We can see that it is currently running on the virtlab-pt-1 node.

  2. To migrate a virtual machine from one node to another taking into account the virtual machine placement requirements, the VirtualMachineOperation (vmop) resource with the Evict type is used. Create this resource following the example:

    d8 k create -f - <<EOF
    apiVersion: virtualization.deckhouse.io/v1alpha2
    kind: VirtualMachineOperation
    metadata:
      generateName: evict-linux-vm-
    spec:
      # Virtual machine name.
      virtualMachineName: linux-vm
      # An operation for the migration.
      type: Evict
    EOF
    
  3. Immediately after creating the vmop resource, run the following command:

    d8 k get vm -w
    

    Example output:

    NAME                                   PHASE       NODE           IPADDRESS     AGE
    linux-vm                              Running     virtlab-pt-1   10.66.10.14   79m
    linux-vm                              Migrating   virtlab-pt-1   10.66.10.14   79m
    linux-vm                              Migrating   virtlab-pt-1   10.66.10.14   79m
    linux-vm                              Running     virtlab-pt-2   10.66.10.14   79m
    

Maintenance mode

When working on nodes with virtual machines running, there is a risk of disrupting their performance. To avoid this, you can put a node into the maintenance mode and migrate the virtual machines to other free nodes.

To do this, run the following command:

d8 k drain <nodename> --ignore-daemonsets --delete-emptydir-dat

Where <nodename> is a node scheduled for maintenance, which needs to be freed from all resources (including system resources).

If you need to evict only virtual machines off the node, run the following command:

d8 k drain <nodename> --pod-selector vm.kubevirt.internal.virtualization.deckhouse.io/name --delete-emptydir-data

After running the d8 k drain command, the node will go into the maintenance mode and no virtual machines will be able to start on it. To take it out of the maintenance mode, run the following command:

d8 k uncordon <nodename>

A diagram showing the migration of virtual machines from one node to another

ColdStandby

ColdStandby provides a mechanism to recover a virtual machine from a failure on a node it was running on.

The following requirements must be met for this mechanism to work:

  • The virtual machine startup policy (.spec.runPolicy) must be set to one of the following values: AlwaysOnUnlessStoppedManually, AlwaysOn.
  • The fencing mechanism must be enabled on nodes running the virtual machines.

Let’s see how it works on the example:

  • A cluster consists of three nodes: master, workerA, and workerB. The worker nodes have the fencing mechanism enabled.
  • The linux-vm virtual machine is running on the workerA node.
  • A problem occurs on the workerA node (power outage, no network connection, etc.)
  • The controller checks the node availability and finds that workerA is unavailable.
  • The controller removes the workerA node from the cluster.
  • The linux-vm virtual machine is started on another suitable node (workerB).

ColdStandBy mechanism diagram

Disk and image storage settings

For storing disks (VirtualDisk) and images (VirtualImage) with the PersistentVolumeClaim type, the storage provided by the platform is used.

To check the list of storage supported by the platform, use the command for viewing storage classes (StorageClass):

d8 k get storageclass

Example of the executed command:

NAME                                       PROVISIONER                           RECLAIMPOLICY   VOLUMEBINDINGMODE      ALLOWVOLUMEEXPANSION   AGE
ceph-pool-r2-csi-rbd                       rbd.csi.ceph.com                      Delete          WaitForFirstConsumer   true                   49d
ceph-pool-r2-csi-rbd-immediate (default)   rbd.csi.ceph.com                      Delete          Immediate              true                   49d
linstor-thin-r1                            replicated.csi.storage.deckhouse.io   Delete          WaitForFirstConsumer   true                   28d
linstor-thin-r2                            replicated.csi.storage.deckhouse.io   Delete          WaitForFirstConsumer   true                   78d
nfs-4-1-wffc                               nfs.csi.k8s.io                        Delete          WaitForFirstConsumer   true                   49d

The (default) marker next to the class name indicates that this StorageClass will be used by default in case the user has not specified the class name explicitly in the created resource.

If the default StorageClass is not present in the cluster, the user must specify the required StorageClass explicitly in the resource specification.

In addition, the virtualization module allows you to specify individual settings for disk and image storage.

Storage class settings for images

The storage class settings for images are defined in the .spec.settings.virtualImages parameter of the module settings.

Example:

spec:
  ...
  settings:
    virtualImages:
       allowedStorageClassNames:
       - sc-1
       - sc-2
       defaultStorageClassName: sc-1
  • allowedStorageClassNames (optional): A list of the allowed StorageClass for creating a VirtualImage that can be explicitly specified in the resource specification.
  • defaultStorageClassName(optional): The StorageClass used by default when creating a VirtualImage if the .spec.persistentVolumeClaim.storageClassName parameter is not set.

Storage class settings for disks

The storage class settings for disks are defined in the .spec.settings.virtualDisks parameter of the module settings.

Example:

spec:
  ...
  settings:
    virtualDisks:
       allowedStorageClassNames:
       - sc-1
       - sc-2
       defaultStorageClassName: sc-1
  • allowedStorageClassNames (optional): A list of the allowed StorageClass for creating a VirtualDisk that can be explicitly specified in the resource specification.
  • defaultStorageClassName (optional): The StorageClass used by default when creating a VirtualDisk if the .spec.persistentVolumeClaim.storageClassName parameter is not specified.

Fine-tuning the storage classes for disks

When you create a disk, the controller will automatically select the most optimal parameters supported by the storage based on the known data.

The following are the priorities of the PersistentVolumeClaim parameter settings when creating a disk by automatically defining the storage features:

  • RWX + Block
  • RWX + FileSystem
  • RWO + Block
  • RWO + FileSystem

If the storage is unknown and it is impossible to automatically define its parameters, then RWO + FileSystem is used.