Cray System Management Documentation > Cray System Management (CSM) Administration Guide > configuration management > Management Node Image Customization

Management Node Image Customization

This page describes the procedure to customize a management node image using the Configuration Framework Service (CFS) and the Image Management Service (IMS). The procedure has options for configuring Kubernetes master or worker nodes or Ceph storage nodes.

When performing an upgrade of CSM and/or additional HPE Cray EX software products, this procedure is not followed end-to-end, but certain portions of the procedure are referenced. When performing an install or upgrade, be sure to follow the appropriate procedures in Cray System Management Install or Upgrade CSM. This procedure is referenced from operational procedures that occur after CSM install or upgrade.

Prerequisites
Procedure
Next steps

Prerequisites

The Cray CLI must be configured and authenticated.
- See Configure the Cray CLI.
SAT must be configured and authenticated.
- See SAT documentation.

Procedure

1. Determine management node image ID

Determine the ID of the management node boot image in the Image Management Service (IMS). There are several alternatives to find the management node image ID to use.

Option 1: Get IMS image ID for a management node from BSS
Option 2: Get IMS image ID for a booted management node
Option 3: Get IMS image ID of a base image provided by CSM

Option 1: Get IMS image ID for a management node from BSS

Use this option to find the IMS image ID of the image which is configured to boot on a management node the next time it boots. This may not necessarily match what the management node is currently booted with. This procedure can be used whether the management node is booted or not.

This image is identified by examining the management node’s boot parameters in the Boot Script Service (BSS) as described in the procedure below.

(ncn-mw#) Set NODE_XNAME to the component name (xname) of the management node whose boot image is to be used.
- If customizing a Kubernetes master node image, get the xname of ncn-m001.
```
NODE_XNAME=$(ssh ncn-m001 cat /etc/cray/xname)
echo "${NODE_XNAME}"
```
- If customizing a Kubernetes worker node image, get the xname of ncn-w001.
```
NODE_XNAME=$(ssh ncn-w001 cat /etc/cray/xname)
echo "${NODE_XNAME}"
```
- If customizing a Ceph storage node image, get the xname of ncn-s001:
  
  For example:
```
NODE_XNAME=$(ssh ncn-s001 cat /etc/cray/xname)
echo "${NODE_XNAME}"
```
(ncn-mw#) Extract the S3 path prefix for the image that will be used on the next boot of the chosen management node.

This prefix corresponds to the IMS image ID of the boot image.
```
IMS_IMAGE_ID=$(cray bss bootparameters list --name "${NODE_XNAME}" --format json | \
                  jq -r '.[0].params' | \
                  sed 's#$^.*[[:space:]]\|^$metal[.]server=[^[:space:]]*/boot-images/$[^[:space:]]\+$/rootfs.*#\2#')
echo "${IMS_IMAGE_ID}"
```
The output should be a UUID string. For example, 8f41cc54-82f8-436c-905f-869f216ce487.

The command used in this substep is extracting the location of the NCN image from the metal.server boot parameter for the NCN in BSS. For more information on that parameter, see metal.server boot parameter.

Option 2: Get IMS image ID for a booted management node

Use this option to find the IMS image ID of the image which is currently booted on a management node. In this case, the image is identified by examining the kernel command-line parameters on the booted node.

NOTE: Do not use this option if either of the following are true:

The management nodes are currently booted from the PIT node. This will be the case after an initial install of CSM before additional HPE Cray EX products have been installed. In this case, the boot parameters will be pointing at the PIT node rather than to an IMS image artifact in S3.
The management node has been booted from disk instead of over the network. Network boots are the default behavior, but disk boots may be necessary in special cases.

(ncn-mw#) Set the BOOTED_NODE variable to the hostname of the management node that is booted using the image to be modified.

For example, ncn-w001 or ncn-s002.
```
BOOTED_NODE=ncn-<msw###>
```
(ncn-mw#) Extract the S3 path prefix for the image used to boot the chosen management node.

This prefix corresponds to the IMS image ID of the boot image.
```
IMS_IMAGE_ID=$(ssh "${BOOTED_NODE}" sed \
                 "'s#$^.*[[:space:]]\|^$metal[.]server=[^[:space:]]*/boot-images/$[^[:space:]]\+$/rootfs.*#\2#'" \
                 /proc/cmdline)
echo "${IMS_IMAGE_ID}"
```
The output should be a UUID string. For example, 8f41cc54-82f8-436c-905f-869f216ce487.

The command used in this substep is extracting the location of the NCN image from the metal.server boot parameter in the /proc/cmdline file on the booted NCN. For more information on that parameter, see metal.server boot parameter.

Option 3: Get IMS image ID of a base image provided by CSM

Use this option to find the IMS image ID of a base image provided by the CSM product. The CSM product provides two images for management nodes. One image is for Kubernetes master and worker nodes. The other image is for Ceph storage nodes. Starting with CSM 1.4.0, the CSM product adds these image IDs to the cray-product-catalog Kubernetes ConfigMap.

These images can be used as a base for configuration if the administrator does not need to preserve any additional customizations on the images which are currently booted or assigned to be booted on management nodes.

(ncn-mw#) Get the versions of CSM available in the cray-product-catalog ConfigMap:
```
kubectl get configmap -n services cray-product-catalog -o jsonpath={.data.csm} | yq -j r - | jq -r 'keys[]'
```
This will print a list of the CSM release versions installed on the system. For example:
```
1.3.0
1.4.0
```
(ncn-mw#) Set the desired CSM release version as an environment variable.
```
CSM_RELEASE=1.4.0
```

(ncn-mw#) Get the IMS image ID of the image for Kubernetes nodes or Ceph storage nodes.

To get the IMS image ID of the Kubernetes image, use the following command:

IMS_IMAGE_ID=$(kubectl get configmap -n services cray-product-catalog -o jsonpath={.data.csm} | yq -j r - |
  jq -r '.["'${CSM_RELEASE}'"].images | to_entries |
         map(select(.key | startswith("secure-kubernetes"))) | first | .value.id')
echo "${IMS_IMAGE_ID}"

To get the IMS image ID of the Ceph storage nodes, use the following command:

IMS_IMAGE_ID=$(kubectl get configmap -n services cray-product-catalog -o jsonpath={.data.csm} | yq -j r - |
  jq -r '.["'${CSM_RELEASE}'"].images | to_entries |
         map(select(.key | startswith("secure-storage-ceph"))) | first | .value.id')
echo "${IMS_IMAGE_ID}"

2. Find or create a CFS configuration

If the CFS configuration to be used for management node image customization has already been identified, skip this step and and proceed to Run the CFS image customization session.

A CFS configuration that applies to management nodes and works for both image customization and post-boot personalization is created as part of the CSM install and upgrade procedures. Generally, this is the configuration that should be used to perform management node image customization. The first option below shows how to find the name of that CFS configuration. The second option describes how to manually create a new CFS configuration that contains just the minimum CSM layers.

Option 1: Find the current CFS configuration for management nodes
Option 2: Create a new CFS configuration for management nodes

Option 1: Find the current CFS configuration for management nodes

Use this option to find the current CFS configuration applied to management nodes.

The following procedure describes how to find the CFS configuration applied to the management nodes.

(ncn-mw#) Use sat status to get the desired CFS configuration of all the management nodes.

sat status --filter role=Management --fields xname,role,subrole,desiredconfig

The output will be a table showing xname, role, subrole, and desired configuration set in CFS for all the management nodes on the system. For example:

+----------------+------------+---------+-------------------+
| xname          | Role       | SubRole | Desired Config    |
+----------------+------------+---------+-------------------+
| x3000c0s1b0n0  | Management | Master  | management-23.4.0 |
| x3000c0s2b0n0  | Management | Master  | management-23.4.0 |
| x3000c0s3b0n0  | Management | Master  | management-23.4.0 |
| x3000c0s4b0n0  | Management | Worker  | management-23.4.0 |
| x3000c0s5b0n0  | Management | Worker  | management-23.4.0 |
| x3000c0s6b0n0  | Management | Worker  | management-23.4.0 |
| x3000c0s7b0n0  | Management | Worker  | management-23.4.0 |
| x3000c0s8b0n0  | Management | Worker  | management-23.4.0 |
| x3000c0s9b0n0  | Management | Worker  | management-23.4.0 |
| x3000c0s10b0n0 | Management | Storage | management-23.4.0 |
| x3000c0s11b0n0 | Management | Storage | management-23.4.0 |
| x3000c0s12b0n0 | Management | Storage | management-23.4.0 |
+----------------+------------+---------+-------------------+

The value of the Desired Config column is the name of the CFS configuration currently applied to the nodes. There will typically be only one CFS configuration applied to all management nodes.

Kindly ensure the selected “desired config” from above has the ncn-initrd.yml within the layers by using command as below:

cray cfs configurations describe "<config name>"
  lastUpdated = "<yyyy-mm-ddThh:mm:ssZ>"
  name = "<config name>"
  [[layers]]
  ...
  [[layers]]
  cloneUrl = "https://<repo.git>"
  commit = "<hash value>"
  name = "<name>"
  playbook = "ncn-initrd.yml"

In case the “desired config” from above does not have ncn-initrd.yml within the layers, create a configuration as follows:

cat <filename>.json
{
   "layers": [
   {
     "cloneUrl": "https://<repo.git>",
     "commit": "<hash value>",
     "name": "<name>",
     "playbook": "site.yml"
   },
   {
     "cloneUrl": "https://<repo.git>",
     "commit": "<hash value>",
     "name": "<name>",
     "playbook": "ncn-initrd.yml"
  }
 ]
}

cray cfs configurations update <configname> --file <filename>.json
 lastUpdated = "<yyyy-mm-ddThh:mm:ssZ>"
 name = "<configname>"
 [[layers]]
 cloneUrl = "https://<repo.git>"
 "commit": "<hash value>"
 "name": "<name>"
 playbook = "site.yml"
 [[layers]]
 cloneUrl = "https://<repo.git>"
 "commit": "<hash value>"
 "name": "<name>"
 playbook = "ncn-initrd.yml"

cray cfs configurations describe <configname> --format json
{
 "lastUpdated": "<yyyy-mm-ddThh:mm:ssZ>",
 "layers": [
   {
     "cloneUrl": "https://<repo.git>",
     "commit": "<hash value>",
     "name": "<name>",
     "playbook": "site.yml"
   },
   {
     "cloneUrl": "https://<repo.git>",
     "commit": "<hash value>",
     "name": "<name>",
     "playbook": "ncn-initrd.yml"
   }
 ],
 "name": "<configname>"
}

Option 2: Create a new CFS configuration for management nodes

Use this option to create a new CFS configuration for management nodes.

The following procedure describes how to create a CFS configuration that contains the minimal layers provided by CSM.

(ncn-mw#) Clone the csm-config-management repository.

VCS_USER=$(kubectl get secret -n services vcs-user-credentials --template={{.data.vcs_username}} | base64 --decode)
VCS_PASS=$(kubectl get secret -n services vcs-user-credentials --template={{.data.vcs_password}} | base64 --decode)
git clone "https://${VCS_USER}:${VCS_PASS}@api-gw-service-nmn.local/vcs/cray/csm-config-management.git"

A Git commit hash from this repository is needed in the following step. After cloning repo, verify that the YAML files used in image customization are present. If not, check the other branches in cloned repo and switch to correct branch which has the required YAML files.

 git branch -a
 cray/csm/<version>
 * main
 ...
 git checkout cray/csm/<version>
 Switched to branch 'cray/csm/<version>'
 Your branch is up to date with 'origin/cray/csm/<version>'.
 ...
 ls
 initrd.yml ...

(ncn-mw#) Create the CFS configuration to use for image customization.

For more information on creating CFS configurations, see CFS Configurations.

The first layer in the CFS configuration should be similar to this:

{
  "name": "csm-ncn-workers",
  "clone_url": "https://api-gw-service-nmn.local/vcs/cray/csm-config-management.git",
  "playbook": "ncn-worker_nodes.yml",
  "commit": "<git commit hash>"
}

The last layer in the CFS configuration should be similar to this:

{
  "name": "csm-ncn-initrd",
  "clone_url": "https://api-gw-service-nmn.local/vcs/cray/csm-config-management.git",
  "playbook": "ncn-initrd.yml",
  "commit": "<git commit hash>"
}

3. Run the CFS image customization session

(ncn-mw#) Record the name of the CFS configuration to use for image customization.

Set the CFS_CONFIG_NAME variable to the name of the CFS configuration identified or created in the previous section, 2. Find or create a CFS configuration.
```
CFS_CONFIG_NAME=management-23.4.0
```
(ncn-mw#) Ensure that the environment variable IMS_IMAGE_ID is set.

This variable should have been set in the earlier step, 1. Determine management node image ID
```
echo "${IMS_IMAGE_ID}"
```

(ncn-mw#) Create an image customization CFS session.

See Create an Image Customization CFS Session for additional information.

Set a name for the session.

CFS_SESSION_NAME="management-image-customization-$(date +%y%m%d%H%M%S)"
echo "${CFS_SESSION_NAME}"

Set the TARGET_GROUP environment variable based on the type of management node for which the image is being customized (master, worker, or storage).
- For worker nodes:
```
TARGET_GROUP=Management_Worker
```
- For master nodes:
```
TARGET_GROUP=Management_Master
```
- For storage nodes:
```
TARGET_GROUP=Management_Storage
```

Create the session.

cray cfs v3 sessions create \
    --name "${CFS_SESSION_NAME}" \
    --configuration-name "${CFS_CONFIG_NAME}" \
    --target-definition image --format json \
    --target-group "${TARGET_GROUP}" "${IMS_IMAGE_ID}"

Monitor the CFS session until it completes successfully.

See Track the Status of a Session.

Obtain the IMS resultant image ID.

IMS_RESULTANT_IMAGE_ID=$(cray cfs v3 sessions describe "${CFS_SESSION_NAME}" --format json |
                           jq -r '.status.artifacts[] | select(.type == "ims_customized_image") | .result_id')
echo "${IMS_RESULTANT_IMAGE_ID}"

Example output:

a44ff301-6232-46b4-9ba6-88ee1d19e2c2

4. Update management node boot parameters

This step describes how to update each management node to boot from a new customized image. This is accomplished by updating the management nodes’ boot parameters in BSS to use the artifacts from the new customized image.

(ncn-mw#) Set an environment variable for the IMS image ID.

If executing this step in the context of the entire procedure on this page, then use the IMS_RESULTANT_IMAGE_ID set in the previous step, 3. Run the CFS image customization session.
```
NEW_IMS_IMAGE_ID="${IMS_RESULTANT_IMAGE_ID}"
```
Update the boot parameters of the management nodes using the assign-ncn-images.sh script. It can be used to update the boot parameters for all management nodes in particular categories (master, worker, or storage), or it can be used to update the boot parameters for specific management nodes.
- Update the boot parameters for all master and worker nodes
```
/usr/share/doc/csm/scripts/operations/node_management/assign-ncn-images.sh \
   -mw -p "${NEW_IMS_IMAGE_ID}"
```
- Update the boot parameters for all master nodes
```
/usr/share/doc/csm/scripts/operations/node_management/assign-ncn-images.sh \
   -m -p "${NEW_IMS_IMAGE_ID}"
```
- Update the boot parameters for all worker nodes
```
/usr/share/doc/csm/scripts/operations/node_management/assign-ncn-images.sh \
   -w -p "${NEW_IMS_IMAGE_ID}"
```
- Update the boot parameters for all storage nodes
```
/usr/share/doc/csm/scripts/operations/node_management/assign-ncn-images.sh \
   -s -p "${NEW_IMS_IMAGE_ID}"
```
- Update the boot parameters for specific management nodes
  1. Determine the component names (xnames) of the management nodes whose boot parameters are to be updated.
    
    One option to determine the xname of a node is to read the /etc/cray/xname file on it:
```
ssh ncn-w001 cat /etc/cray/xname
```
  2. Run the script to update their boot parameters.
    
    In the following example, be sure to replace the <xname> placeholder strings with the actual xnames of the management nodes whose boot parameters are to be updated.
```
/usr/share/doc/csm/scripts/operations/node_management/assign-ncn-images.sh \
   -p "${NEW_IMS_IMAGE_ID}" <xname1> <xname2> ...
```

Next steps

If this procedure is being performed as an operational task outside the context of an install or upgrade, then proceed to Rebuild NCNs when ready to reboot the management nodes to their new images.