How To Use The Template Library

Author
Michel Jouvin

This page describes what is the Quattor template library and how to use it.

What Is The Template Library?

The Quattor template library is a set of generic pan templates that allow to configure a machine without writing a detailed configuration description. A site administrator using the template library to configure supported services has mainly to provide the necessary information specific to the site/machine to customize the behaviour of the standard templates. Depending on the type of configuration database used, this site is provided through site-specific pan templates (SCDB) that contain mainly variable declarations or through a relational database (Aquilon).

One of the key design principle for the template library is that every modification is made with backward compatibility in mind. A site relying on the template library should not have to modify anything in its site configuration when upgrading to a new version of the template library: the resulting configuration should remain the same, except for bug fixes and necessary configuration updates. Every exception to this rule (unfortunately there are a few…) is always documented and well advertised. On the other hand, it is expected that sites don’t modify the template library without pushing back their changes (see How to contribute?). Site customization must be done through variables documented in Quattor documentation. If a configuration option that you require is missing, you are welcome to open an issue in the appropriate Git repository on GitHub.

Note: variable documentation is being migrated from the legacy Quattor Wiki: check on this site if you don’t find the information in the Quattor documentation).

The template library is integrated into the Quattor release. That means that:

  • It is going through the standard testing and Q/A workflow used for the whole Quattor release.
  • It is easy to get a consistent state of the whole template library, that guarantees that each component will properly interact with the others.
  • The way the template library is organized make pretty easy to implement a staged deployment strategy if a site wants to go through a strong validation process of new releases.

Despite being part of the Quattor release, the template library is not distributed as RPMs. You can find information on how to get it [here][get_md].

Template Library Layout

The template library is organised in several subsets, each one mapped to a specific Git repository in GitHub. 4 of these subsets constitute the core part of the template library, necessary for configuring the base OS on any machine. The other subsets provide standard templates for configuring specific services like grid EMI/UMD middleware, StratusLab cloud middleware and are useful only if you want to configure these services.

Each subset is made of several templates, organized in different directories. Among these directories, some of them have specific purposes and represent the public interface to the subset:

  • features: configure a particular service (one directory per feature), intended to be included with other features to a base OS configuration to define a specific machine configuration, generally through set of features defined as personality.
  • personality: a set of features used together to provide a higher-level service (e.g. nfs-server). Used mainly with SCDB as Aquilon defines personality in the relational database rather than with pan templates.
  • repository: templates used to configure the YUM repositories normally associated with the subet. Present in (almost) each subset.

Template Library Core

The core part of the template library is made of the 4 following subsets (the name given matches the directory name under cfg/in SCDB):

  • standard (repository template-library-standard): this subset provides templates used to describe hardware, to determine OS/kernel version/architecture, configure file systems. It also provides some standard personalities like perfSonar, Pakiti or standard features like fetch-crl, cvmfs…
  • quattor (repository template-library-core): this subset contains one directory per Quattor release. For each version, it provides all the templates to configure a Quattor client and all the configuration modules part of the release.
  • os (repository template-library-os): this subet contains one directory per OS (major) version. The main template in this subset is config/core/base that does the base OS configuration. In the rpms directory (pan namespace) of each version, you can find templates defining some useful groups of packages.
  • monitoring (repository template-library-monitoring): this subset contains template to configure various monitoring tools (Nagios, Ganglia, …). Even though using this part is mostly optional, it is currently required to have it present to satisfy one dependency of the quattor subset.

Grid Middleware

Stored under cfg/grid in SCDB, this subset contains one directory per EMI/UMD version. The associated Git repo is template-library-grid). This subset is entirely optional.

It provides all the templates, particularly personalities and features required to configure the grid services.

OpenStack

Stored under cfg/cloud in SCDB, this subset contains one directory per OpenStack version. The associated Git repo is template-library-openstack). This subset is entirely optional.

It provides all the templates, particularly personalities and features required to configure OpenStack services.

Examples

This subset is SCDB-specific and provides an example of site configuration, stored under cfg/sites and cfg/clusters. The associated Git repo for this subset is template-library-examples). This subset is entirely optional and is normally not used in a production SCDB.

In addition to provide site/cluster examples, this subset is used to validate the other subsets during the release process during the test phase of every pull request.

How to Contribute?

The objective of the template library is to avoid every site to reinvent the wheel and to be a framework to share the developments of each site that could benefit others. For this reason, you are welcome to contribute a bug fix, an improvement or the support of a new service.

When doing developments for the template library, be sure to follow advices in the template library development guide. Once you are ready to share your modifications, open a pull request against the appropriate repository or repositories (some modifications may involve several repositories) so that they can be peer reviewed by other template library developers. As part of the pull request review, your changes will be tested against the SCDB examples described above: be sure to check the status of this test on GitHub.

Some template library repositories have no master branch but a branch per OS or middleware version. This is the case for:

  • os
  • grid
  • stratuslab

When opening a pull request, be sure to do it against the appropriate branch.