Getting started with Trilio on OpenStack-Helm

1. Prepare for deployment

1.1] Install Helm CLI Client

Ensure the Helm CLI client is installed on the node from which you are installing Trilio for OpenStack.

curl -O https://get.helm.sh/helm-v3.17.2-linux-amd64.tar.gz
tar -zxvf helm*.tar.gz
mv linux-amd64/helm /usr/local/bin/helm
rm -rf linux-amd64 helm*.tar.gz

1.2] Remove Existing Trilio for OpenStack Docker Images

Check if there are existing Trilio for OpenStack Docker images, remove them before proceeding.

## List existing TrilioVault Docker images
docker images | grep trilio
## Remove existing Trilio for OpenStack Docker images
docker image rm <trilio-docker-img-name>

1.3] Install NFS Client Package (Optional)

If you plan to use NFS as a backup target, install nfs-common on each Kubernetes node where TrilioVault is running. Skip this step for S3 backup targets.

## SSH into each Kubernetes node with Trilio for OpenStack enabled (control plane and compute nodes)
apt-get install nfs-common -y

1.4] Install Necessary Dependencies

Run the following command on the installation node:

sudo apt update -y && sudo apt install make jq -y

2] Clone Helm Chart Repository

Refer to the link Resources to get release specific values of the placeholder, viz trilio_branch.

git clone -b {{ trilio_branch }} https://github.com/trilioData/triliovault-cfg-scripts.git
cd triliovault-cfg-scripts/openstack-helm/trilio-openstack/
helm dep up
cd ../../../

3] Configure Container Image Tags

Select the appropriate image values file based on your OpenStack-Helm setup. Update the Trilio-OpenStack image tags accordingly.

vi triliovault-cfg-scripts/openstack-helm/trilio-openstack/values_overrides/2023.2.yaml

4] Create the `trilio-openstack` Namespace

To isolate trilio-openstack services, create a dedicated Kubernetes namespace:

kubectl create namespace trilio-openstack
kubectl config set-context --current --namespace=trilio-openstack

5] Label Kubernetes Nodes for TrilioVault Control Plane

Trilio for OpenStack control plane services should run on Kubernetes nodes labeled as triliovault-control-plane=enabled. It is recommended to use three Kubernetes nodes for high availability.

Steps:

1] Retrieve the OpenStack control plane node names:

kubectl get nodes --show-labels | grep openstack-control-plane

2] Assign the triliovault-control-plane label to the selected nodes:

kubectl label nodes <NODE_NAME_1> triliovault-control-plane=enabled
kubectl label nodes <NODE_NAME_2> triliovault-control-plane=enabled
kubectl label nodes <NODE_NAME_3> triliovault-control-plane=enabled

3] Verify the nodes with the assigned label:

kubectl get nodes --show-labels | grep triliovault-control-plane

6] Configure the Backup Target for Trilio-OpenStack

Backup target storage is used to store backup images taken by Trilio and details needed for configuration:

The following backup target types are supported by Trilio

a) NFS

b) S3

Steps:

If using NFS as the backup target, define its details in:

vi triliovault-cfg-scripts/openstack-helm/trilio-openstack/values_overrides/nfs.yaml

If using S3, configure its details in:

vi triliovault-cfg-scripts/openstack-helm/trilio-openstack/values_overrides/s3.yaml

If using S3 with TLS enabled and self-signed certificates, store the CA certificate in:

triliovault-cfg-scripts/openstack-helm/trilio-openstack/files/s3-cert.pem

The deployment scripts will automatically place this certificate in the required location.

We will be using this yaml file in trilio-openstack 'install' command at later step in this document.

7] Provide Cloud Admin Credentials in keystone.yaml

The cloud admin user in Keystone must have the admin role on the cloud domain. Update the required credentials:

vi triliovault-cfg-scripts/openstack-helm/trilio-openstack/values_overrides/keystone.yaml

8] Retrieve and Configure Keystone, Database and RabbitMQ Credentials

1] Fetch Internal and Public Domain Names of the Kubernetes Cluster.

2] Fetch Keystone, RabbitMQ, and Database Admin Credentials.

a) These credentials are required for Trilio deployment.

b) Navigate to the utils directory:

cd triliovault-cfg-scripts/openstack-helm/trilio-openstack/utils

c) Generate the admin credentials file using the previously retrieved domain names

./get_admin_creds.sh <internal_domain_name> <public_domain_name>
Example:
./get_admin_creds.sh cluster.local triliodata.demo

3] Verify that the credentials file is created:

cat ../values_overrides/admin_creds.yaml

Please ensure that the correct ca.crt is present inside the secret “trilio-ca-cert” in the openstack namespace. If the secret is created with a different name, make sure to update the reference in the ./get_admin_creds.sh script before executing it.

9] Configure Ceph Storage (if used as Nova/Cinder Backend)

If your setup uses Ceph as the storage backend for Nova/Cinder, configure Ceph settings for Trilio.

Manual Approach

1] Edit the Ceph configuration file:

vi triliovault-cfg-scripts/openstack-helm/trilio-openstack/values_overrides/ceph.yaml

2] Set rbd_user and keyring (the user should have read/write access to the Nova/Cinder pools). By default, the cinder/nova user usually has these permissions, but it’s recommended to verify. Copy the contents of /etc/ceph/ceph.conf into the appropriate Trilio template file:

vi ../templates/bin/_triliovault-ceph.conf.tpl

Automated Approach

1] Run the Ceph configuration script:

cd triliovault-cfg-scripts/openstack-helm/trilio-openstack/utils
./get_ceph.sh

2] Verify that the output is correctly written to:

cat ../values_overrides/ceph.yaml

10] Create Docker Registry Credentials Secret

Trilio images are hosted in a private registry. You must create an ImagePullSecret in the triliovault namespace.

1] Navigate to the utilities directory:

cd triliovault-cfg-scripts/openstack-helm/trilio-openstack/utils

2] Run the script with Trilio’s Docker registry credentials kubernetes secret:

./create_image_pull_secret.sh <TRILIO_REGISTRY_USERNAME> <TRILIO_REGISTRY_PASSWORD>

3] Verify that the secret has been created successfully:

kubectl describe secret triliovault-image-registry -n trilio-openstack

11. Install Trilio for OpenStack Helm Chart

11.1] Review the Installation Script

11.1.1] Open the `install.sh` Script

The install.sh script installs the Trilio Helm chart in the trilio-openstack namespace.

cd triliovault-cfg-scripts/openstack-helm/trilio-openstack/utils/
vi install.sh

11.1.2] Configure Backup Target

Modify the script to select the appropriate backup target:

a) NFS Backup Target: Default configuration includes nfs.yaml.

b) S3 Backup Target: Replace nfs.yaml with s3.yaml.

Example Configuration for S3:

helm upgrade --install trilio-openstack ./trilio-openstack --namespace=trilio-openstack \
     --values=./trilio-openstack/values_overrides/image_pull_secrets.yaml \
     --values=./trilio-openstack/values_overrides/keystone.yaml \
     --values=./trilio-openstack/values_overrides/s3.yaml \
     --values=./trilio-openstack/values_overrides/2023.2.yaml \
     --values=./trilio-openstack/values_overrides/admin_creds.yaml \
     --values=./trilio-openstack/values_overrides/tls_public_endpoint.yaml \
     --values=./trilio-openstack/values_overrides/ceph.yaml \
     --values=./trilio-openstack/values_overrides/db_drop.yaml \
     --values=./trilio-openstack/values_overrides/ingress.yaml \
     --values=./trilio-openstack/values_overrides/triliovault_passwords.yaml
     echo -e "Waiting for TrilioVault pods to reach running state"
     ./trilio-openstack/utils/wait_for_pods.sh trilio-openstack
     kubectl get pods

11.1.3] Select the Appropriate OpenStack Helm Version

Use the correct YAML file based on your OpenStack Helm Version:

Antelope → 2023.1.yaml
Bobcat (Default)→ 2023.2.yaml

11.1.4] Validate `values_overrides` Configuration

Ensure the correct configurations are used:

Disable Ceph in ceph.yaml if not applicable.
Remove tls_public_endpoint.yaml if TLS is unnecessary.

11.2] Uninstall Existing Trilio for OpenStack Chart

For a fresh install, uninstall any previous deployment follow the OpenStack-Helm Uninstall Guide.

11.3] Run the Installation Script

Execute the installation:

cd triliovault-cfg-scripts/openstack-helm/trilio-openstack/utils/
./install.sh

11.4] Configure DNS for Public Endpoints

11.4.1] Retrieve Ingress External IP

kubectl get service -n openstack | grep LoadBalancer
Example Output:

public-openstack      LoadBalancer   10.105.43.185    192.168.2.50   80:30162/TCP,443:30829/TCP

11.4.2] Fetch TrilioVault FQDNs

kubectl -n trilio-openstack get ingress
Example Output:


root@master:~# kubectl -n trilio-openstack get ingress
NAME                                   CLASS           HOSTS                                                                                                                   ADDRESS       PORTS     AGE
triliovault-datamover                  nginx           triliovault-datamover,triliovault-datamover.trilio-openstack,triliovault-datamover.trilio-openstack.svc.cluster.local   192.168.2.5   80        14h
triliovault-datamover-cluster-fqdn     nginx-cluster   triliovault-datamover.triliodata.demo                                                                                                 80, 443   14h
triliovault-datamover-namespace-fqdn   nginx           triliovault-datamover.triliodata.demo                                                                                   192.168.2.5   80, 443   14h
triliovault-wlm                        nginx           triliovault-wlm,triliovault-wlm.trilio-openstack,triliovault-wlm.trilio-openstack.svc.cluster.local                     192.168.2.5   80        14h
triliovault-wlm-cluster-fqdn           nginx-cluster   triliovault-wlm.triliodata.demo                                                                                                       80, 443   14h
triliovault-wlm-namespace-fqdn         nginx           triliovault-wlm.triliodata.demo                                                                                         192.168.2.5   80, 443   14h

If the ingress service doesn’t have an IP assigned, follow these steps:

1] Check the Ingress Controller Deployment

Look for the ingress-nginx-controller deployment, typically in the ingress-nginx or kube-system namespace:

kubectl -n openstack get deployment ingress-nginx-controller -o yaml | grep watch-namespace

2] Verify the --watch-namespace Arg

If the controller has a --watch-namespace argument, it means it’s watching only specific namespaces for ingress resources.

3] Update watch-namespace to include trilio-openstack

Edit the deployment to include trilio-openstack in the comma-separated list of namespaces:

kubectl edit deployment ingress-nginx-controller -n ingress-nginx

Example --watch-namespace arg:

--watch-namespace=trilio-openstack,openstack

4] Restart the Controller

This will happen automatically when you edit the deployment, but you can manually trigger it if needed:

kubectl rollout restart deployment ingress-nginx-controller -n openstack

11.5] Verify Installation

11.5.1] Check Helm Release Status

helm status trilio-openstack

11.5.2] Validate Deployed Containers

Ensure correct image versions are used by checking container tags or SHA digests.

11.5.3] Verify Pod Status

kubectl get pods -n trilio-openstack
Example Output:


NAME                                                 READY   STATUS      RESTARTS   AGE
triliovault-datamover-api-5c7fbb949c-2m8dc           1/1     Running     0          21h
triliovault-datamover-api-5c7fbb949c-kxspg           1/1     Running     0          21h
triliovault-datamover-api-5c7fbb949c-z4wkn           1/1     Running     0          21h
triliovault-datamover-db-init-7k7jg                  0/1     Completed   0          21h
triliovault-datamover-db-sync-6jkgs                  0/1     Completed   0          21h
triliovault-datamover-ks-endpoints-gcrht             0/3     Completed   0          21h
triliovault-datamover-ks-service-nnnvh               0/1     Completed   0          21h
triliovault-datamover-ks-user-td44v                  0/1     Completed   0          20h
triliovault-datamover-openstack-compute-node-4gkv8   1/1     Running     0          21h
triliovault-datamover-openstack-compute-node-6lbc4   1/1     Running     0          21h
triliovault-datamover-openstack-compute-node-pqslx   1/1     Running     0          21h
triliovault-wlm-api-7647c4b45c-52449                 1/1     Running     0          21h
triliovault-wlm-api-7647c4b45c-h47mw                 1/1     Running     0          21h
triliovault-wlm-api-7647c4b45c-rjbvl                 1/1     Running     0          21h
triliovault-wlm-cloud-trust-h8xgq                    0/1     Completed   0          20h
triliovault-wlm-cron-574ff78486-54rqg                1/1     Running     0          21h
triliovault-wlm-db-init-hvk65                        0/1     Completed   0          21h
triliovault-wlm-db-sync-hpl4c                        0/1     Completed   0          21h
triliovault-wlm-ks-endpoints-4bsxl                   0/3     Completed   0          21h
triliovault-wlm-ks-service-btcb4                     0/1     Completed   0          21h
triliovault-wlm-ks-user-gnfdh                        0/1     Completed   0          20h
triliovault-wlm-rabbit-init-ws262                    0/1     Completed   0          21h
triliovault-wlm-scheduler-669f4758b4-ks7qr           1/1     Running     0          21h
triliovault-wlm-workloads-5ff86448c-mj8p2            1/1     Running     0          21h
triliovault-wlm-workloads-5ff86448c-th6f4            1/1     Running     0          21h
triliovault-wlm-workloads-5ff86448c-zhr4m            1/1     Running     0          21h

11.5.4] Check Job Completion

kubectl get jobs -n trilio-openstack

Example Output:

NAME                                 COMPLETIONS   DURATION   AGE
triliovault-datamover-db-init        1/1           5s         21h
triliovault-datamover-db-sync        1/1           8s         21h
triliovault-datamover-ks-endpoints   1/1           17s        21h
triliovault-datamover-ks-service     1/1           18s        21h
triliovault-datamover-ks-user        1/1           19s        21h
triliovault-wlm-cloud-trust          1/1           2m10s      20h
triliovault-wlm-db-init              1/1           5s         21h
triliovault-wlm-db-sync              1/1           20s        21h
triliovault-wlm-ks-endpoints         1/1           17s        21h
triliovault-wlm-ks-service           1/1           17s        21h
triliovault-wlm-ks-user              1/1           19s        21h
triliovault-wlm-rabbit-init          1/1           4s         21h

11.5.5] Verify NFS Backup Target (if applicable)

kubectl get pvc -n trilio-openstack

Example Output:

triliovault-nfs-pvc-172-25-0-10-mnt-tvault-42424   Bound   triliovault-nfs-pv-172-25-0-10-mnt-tvault-42424   20Gi   RWX   nfs   6d

11.5.6] Validate S3 Backup Target (if applicable)

Ensure S3 is correctly mounted on all WLM pods.

Trilio-OpenStack Helm Chart Installation is Done!

Logs:

1] triliovault-datamover-api service logs.

Logs available on kuberentes nodes

kubectl get nodes --show-labels | grep triliovault-control-plane
-- SSH to these kuberentes nodes
ssh <KUBERNETES_NODE_NAME>
-- See logs
vi /var/log/triliovault-datamover-api/triliovault-datamover-api.log
## Other approach: kubectl stdout and stderr logs
-- List triliovault-datamover-api pods 
kubectl get pods | grep triliovault-datamover-api
-- See logs 
kubectl logs <triliovault-datamover-api-pod-name>
# Example:
root@helm1:~# kubectl get pods | grep triliovault-datamover-api
triliovault-datamover-api-c87899fb7-dq2sd            1/1     Running     0          3d18h
triliovault-datamover-api-c87899fb7-j4fdz            1/1     Running     0          3d18h
triliovault-datamover-api-c87899fb7-nm8pt            1/1     Running     0          3d18h
root@helm1:~# kubectl logs triliovault-datamover-api-c87899fb7-dq2sd

2] trliovault-datamover service logs

Logs available on kuberentes nodes

kubectl get nodes --show-labels | grep openstack-compute-node
-- SSH to these kuberentes nodes
ssh <KUBERNETES_NODE_NAME>
-- See logs
vi /var/log/triliovault-datamover/triliovault-datamover.log
## Other approach: kubectl stdout and stderr logs
-- List triliovault-datamover-api pods 
kubectl get pods | grep triliovault-datamover-openstack
-- See logs 
kubectl logs <triliovault-datamover-pod-name>
# Example:
root@helm1:~# kubectl get pods | grep triliovault-datamover-openstack
triliovault-datamover-openstack-compute-node-2krmj   1/1     Running     0          3d19h
triliovault-datamover-openstack-compute-node-9f5w7   1/1     Running     0          3d19h
root@helm1:~# kubectl logs triliovault-datamover-openstack-compute-node-2krmj

3] triliovault-wlm-api, triliovault-wlm-cron, triliovault-wlm-scheduler, triliovault-wlm-workloads services logs

Logs available on kuberentes nodes

kubectl get nodes --show-labels | grep triliovault-control-plane
-- SSH to these kuberentes nodes
ssh <KUBERNETES_NODE_NAME>
-- Log files are available in following directory.
ls /var/log/triliovault-wlm/
## Sample command output
root@helm4:~# ls -ll /var/log/triliovault-wlm/
total 26576
-rw-r--r-- 1 42424 42424  2079322 Mar 20 07:55 triliovault-wlm-api.log
-rw-r--r-- 1 42424 42424 25000088 Mar 20 00:41 triliovault-wlm-api.log.1
-rw-r--r-- 1 42424 42424    12261 Mar 16 12:40 triliovault-wlm-cron.log
-rw-r--r-- 1 42424 42424    10263 Mar 16 12:36 triliovault-wlm-scheduler.log
-rw-r--r-- 1 42424 42424    87918 Mar 16 12:36 triliovault-wlm-workloads.log
## Other approach: kubectl stdout and stderr logs
-- List triliovault-wlm services pods
kubectl get pods | grep triliovault-wlm
-- See logs 
kubectl logs <triliovault-wlm-service-pod-name>
# Example:
root@helm1:~# kubectl get pods | grep triliovault-wlm
triliovault-wlm-api-7b956f7b8-84gtw                  1/1     Running     0          3d19h
triliovault-wlm-api-7b956f7b8-85mdk                  1/1     Running     0          3d19h
triliovault-wlm-api-7b956f7b8-hpcpt                  1/1     Running     0          3d19h
triliovault-wlm-cloud-trust-rdh8n                    0/1     Completed   0          3d19h
triliovault-wlm-cron-78bdb4b959-wzrfs                1/1     Running     0          3d19h
triliovault-wlm-db-drop-dhfgj                        0/1     Completed   0          3d19h
triliovault-wlm-db-init-snrsr                        0/1     Completed   0          3d19h
triliovault-wlm-db-sync-wffk5                        0/1     Completed   0          3d19h
triliovault-wlm-ks-endpoints-zvqtf                   0/3     Completed   0          3d19h
triliovault-wlm-ks-service-6425q                     0/1     Completed   0          3d19h
triliovault-wlm-ks-user-fmgsx                        0/1     Completed   0          3d19h
triliovault-wlm-rabbit-init-vsdn6                    0/1     Completed   0          3d19h
triliovault-wlm-scheduler-649b95ffd6-bkqxt           1/1     Running     0          3d19h
triliovault-wlm-workloads-6b98679d45-2kjdq           1/1     Running     0          3d19h
triliovault-wlm-workloads-6b98679d45-mxvhp           1/1     Running     0          3d19h
triliovault-wlm-workloads-6b98679d45-v4dn8           1/1     Running     0          3d19h
# kubectl logs triliovault-wlm-api-7b956f7b8-84gtw
# kubectl logs triliovault-wlm-cron-78bdb4b959-wzrfs
# kubectl logs triliovault-wlm-scheduler-649b95ffd6-bkqxt
# kubectl logs triliovault-wlm-workloads-6b98679d45-mxvhp

12] Install Trilio for OpenStack Horizon Plugin

Below are the steps to patch the Horizon deployment in an OpenStack Helm setup to install the Trilio Horizon Plugin.

12.1] Pre-requisites

Horizon is deployed via OpenStack Helm and is running in the openstack namespace.
Docker registry secret triliovault-image-registry must already exist in the openstack namespace from the steps performed during Trilio Installation.

kubectl describe secret triliovault-image-registry -n openstack

If not already created, follow this command:

kubectl create secret docker-registry triliovault-image-registry \
  --docker-server="docker.io" \
  --docker-username=<TRILIO_REGISTRY_USERNAME> \
  --docker-password=<TRILIO_REGISTRY_PASSWORD> \
  -n openstack

12.2] Patch Horizon Deployment

Use the command below to patch the Horizon deployment with the Trilio Horizon Plugin image. Update the image tag as needed for your release.

kubectl -n openstack patch deployment horizon \
  --type='strategic' \
  -p '{
    "spec": {
      "template": {
        "spec": {
          "containers": [
            {
              "name": "horizon",
              "image": "docker.io/trilio/trilio-horizon-plugin-helm:6.1.0-dev-maint1-1-2023.2"
            }
          ],
          "imagePullSecrets": [
            {
              "name": "triliovault-image-registry"
            }
          ]
        }
      }
    }
  }'

12.3] Verification

After patching:

Ensure the Horizon pods are restarted and running with the new image:

kubectl get pods -n openstack -l application=horizon,component=server -o jsonpath="{.items[*].spec.containers[*].image}" | tr ' ' '\n'

Access the Horizon dashboard and verify the TrilioVault section appears in the UI.

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1. Prepare for deployment

1.1] Install Helm CLI Client

1.2] Remove Existing Trilio for OpenStack Docker Images

1.3] Install NFS Client Package (Optional)

1.4] Install Necessary Dependencies

2] Clone Helm Chart Repository

3] Configure Container Image Tags

4] Create the trilio-openstack Namespace

5] Label Kubernetes Nodes for TrilioVault Control Plane

Steps:

6] Configure the Backup Target for Trilio-OpenStack

Steps:

7] Provide Cloud Admin Credentials in keystone.yaml

8] Retrieve and Configure Keystone, Database and RabbitMQ Credentials

9] Configure Ceph Storage (if used as Nova/Cinder Backend)

10] Create Docker Registry Credentials Secret

11. Install Trilio for OpenStack Helm Chart

11.1] Review the Installation Script

11.1.1] Open the install.sh Script

11.1.2] Configure Backup Target

11.1.3] Select the Appropriate OpenStack Helm Version

11.1.4] Validate values_overrides Configuration

11.2] Uninstall Existing Trilio for OpenStack Chart

11.3] Run the Installation Script

11.4] Configure DNS for Public Endpoints

11.4.1] Retrieve Ingress External IP

11.4.2] Fetch TrilioVault FQDNs

1] Check the Ingress Controller Deployment

2] Verify the --watch-namespace Arg

3] Update watch-namespace to include trilio-openstack

4] Restart the Controller

11.5] Verify Installation

11.5.1] Check Helm Release Status

11.5.2] Validate Deployed Containers

11.5.3] Verify Pod Status

11.5.4] Check Job Completion

11.5.5] Verify NFS Backup Target (if applicable)

11.5.6] Validate S3 Backup Target (if applicable)

Trilio-OpenStack Helm Chart Installation is Done!

12] Install Trilio for OpenStack Horizon Plugin

12.1] Pre-requisites

12.2] Patch Horizon Deployment

12.3] Verification

4] Create the `trilio-openstack` Namespace

11.1.1] Open the `install.sh` Script

11.1.4] Validate `values_overrides` Configuration