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# Upstream differences
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This file catalogues the differences of install approach between ARO and
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upstream OCP.
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## Installer carry patches
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1. Clone ARO and upstream repos:
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```sh
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# clone our forked installer
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git clone https://github.com/openshift/installer-aro.git
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cd installer-aro
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# add the upstream as a remote source
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git remote add upstream https://github.com/openshift/installer.git
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git fetch upstream -a
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```
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1. See carry patches from previous release:
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```sh
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# list patches
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git log upstream/release-X.Y-1..origin/release-X.Y-1-azure
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# see diff of patches
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git show upstream/release-X.Y-1..origin/release-X.Y-1-azure
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```
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## Installation differences
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* ARO does not use Terraform to create clusters, and instead uses ARM templates directly
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* ARO persists the install graph in the cluster storage account in a new "aro"
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container / "graph" blob.
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* No managed identity (for now).
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* No IPv6 support (for now).
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* Upstream installer closely binds the installConfig (cluster) name, cluster
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domain name, infra ID and Azure resource name prefix. ARO separates these out
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a little. The installConfig (cluster) name and the domain name remain bound;
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the infra ID and Azure resource name prefix are taken from the ARO resource
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name.
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* API server public IP domain name label is not set.
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* ARO uses first party RHCOS OS images published by Microsoft.
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* ARO never creates xxxxx-bootstrap-pip-* for bootstrap VM, or the corresponding
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NSG rule.
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* ARO does not create a outbound-provider Service on port 27627.
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* ARO deploys a private link service in order for the RP to be able to
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communicate with the cluster.
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* ARO runs a dnsmasq service on the nodes through the use of a machineconfig to resolve api-int and *.apps domains on the node locally allowing for custom DNS configured on the VNET.
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# Introducing new OCP release into ARO RP
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To support a new version of OpenShift on ARO, you will need to reconcile [upstream changes](https://github.com/openshift/installer) with our [forked installer](https://github.com/openshift/installer-aro). This will not be a merge, but a cherry-pick of patches we've implemented.
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## Update installer fork
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To bring new OCP release branch into ARO installer fork:
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1. If not done already, fetch our fork and upstream repos:
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```sh
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# clone our forked installer
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# Alternatively, fork openshift/installer-aro and clone your fork
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git clone https://github.com/openshift/installer-aro.git
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cd installer-aro
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# add the upstream as a remote source
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git remote add upstream https://github.com/openshift/installer.git
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git fetch upstream -a
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```
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1. Assess and document differences in X.Y and X.Y-1 in upstream
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```sh
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# diff the upstream X.Y with X.Y-1 and search for architecture changes
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git diff upstream/release-X.Y-1 upstream/release-X.Y
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# pay particular attention to Terraform files, which may need to be moved into ARO's ARM templates
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git diff upstream/release-X.Y-1 upstream/release-X.Y */azure/*.tf
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```
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2. Create a new X.Y release branch in our forked installer
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```sh
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# create a new release branch in the fork based on the upstream
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git checkout upstream/release-X.Y
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git checkout -b release-X.Y-azure
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```
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3. If there is a golang version bump in this release, modify `./hack/build.sh` and `./hack/go-test.sh` with the new version, then verify these scripts still work and commit them
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4. Determine the patches you need to cherry-pick, based on the last (Y-1) release
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```sh
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# find commit shas to cherry-pick from last time
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git checkout release-X.Y-1-azure
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git log
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```
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5. For every commit you need to cherry-pick (in-order), do:
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```sh
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# WARNING: when you reach the commit for `commit data/assets_vfsdata.go`, look ahead
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git cherry-pick abc123 # may require manually fixing a merge
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./hack/build.sh # fix any failures
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./hack/go-test.sh # fix any failures
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# if you had to manually merge, you can now `git cherry-pick --continue`
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```
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- When cherry-picking the specific patch `commit data/assets_vfsdata.go`, instead run:
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```sh
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git cherry-pick abc123 # may require manually fixing a merge
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./hack/build.sh # fix any failures
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./hack/go-test.sh # fix any failures
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# if you had to manually merge, you can now `git cherry-pick --continue`
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pushd ./hack/assets && go run ./assets.go && popd
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./hack/build.sh # fix any failures
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./hack/go-test.sh # fix any failures
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git add data/assets_vfsdata.go
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git commit --amend
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```
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**Note:** If any changes are required during the process, make sure to amend the relevant patch or create a new one.
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Each commit should be atomic/complete - you should be able to cherry-pick it into the upstream installer and bring
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the fix or feature it carries in full, without a need to cherry-pick additional commits.
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This makes it easier to understand the nature of the patch as well as contribute our carry patches
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back to the upstream installer.
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## Update Installer Fork Again
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In the far or near future after you have [initially patched the installer](#update-installer-fork), you may need to pull in additional upstream changes that have happened since you patched the installer (e.g. upstream added a bugfix since your cherry-picking). The easiest way to pull in these changes safely is:
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```sh
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git fetch upstream -a
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git checkout release-X.Y-azure
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git pull upstream/release-X.Y --rebase=interactive
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```
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When you get to the editor mode to set up your rebase, you should do a few things:
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1. after each `pick` line, add the verification commands with:
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```text
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exec ./hack/build.sh
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exec ./hack/go-test.sh
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```
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1. change the line for commit `data/assets_vfsdata.go` from `pick` to `edit` so you can regenerate assets as outlined [above](#update-installer-fork), and verify it manually.
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By the end of this editing process, you should have a rebase file that looks something like:
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```text
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pick abc123 patch A
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exec ./hack/build.sh
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exec ./hack/go-test.sh
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pick def234 patch B
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exec ./hack/build.sh
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exec ./hack/go-test.sh
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edit ghi345 patch data/assets_vfsdata.go
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exec ./hack/build.sh
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exec ./hack/go-test.sh
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pick jkl456 patch C
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exec ./hack/build.sh
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exec ./hack/go-test.sh
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{...}
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```
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When you are finished, you can write/close the file editor to perform the rebase on the upstream differences while verifying that every patch still works along the way.
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Get a repo admin to create `release-X.Y-azure` in [openshift/installer-aro](https://github.com/openshift/installer-aro). You can now push your local branch `release-X.Y-azure` to your own fork of [openshift/installer-aro](https://github.com/openshift/installer-aro) and send a PR.
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# Update ARO Installer Wrapper and ARO-RP
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Once installer fork is ready, perform the following changes in the [ARO Installer Wrapper](https://github.com/openshift/installer-aro-wrapper):
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1. Update `go mod edit -replace` calls in `hack/update-go-module-dependencies.sh` to use a new release-X.Y branch.
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* Make sure to read comments in the script.
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1. `make vendor`.
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* You most likely will have to make changes to the codebase at this point to adjust it to new versions of dependencies.
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* Also you likely will have to repeat this step several time until you resolve all conflicting dependencies.
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Follow `go mod` failures, which will tell you what module requires what other module.
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You will probably need to look at the `go.mod` files of these modules and see whether they set own replace directives,
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as the script is likely to fail with something like this:
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```
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go: github.com/openshift/installer@v0.16.1 requires
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github.com/openshift/cluster-api-provider-kubevirt@v0.0.0-20201214114543-e5aed9c73f1f requires
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kubevirt.io/client-go@v0.0.0-00010101000000-000000000000: invalid version: unknown revision 000000000000
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```
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In the example above you need to:
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* Checkout `github.com/openshift/cluster-api-provider-kubevirt` at commit `e5aed9c73f1f`.
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* In go.mod find a replace directive for `kubevirt.io/client-go`.
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* Add/update relevant replace directive in `go.mod`.
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1. `make generate`.
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1. A local image can be built for testing purposes and pushed to a dev ACR repo. The process for [publishing the final image uses ADO](https://msazure.visualstudio.com/AzureRedHatOpenShift/_wiki/wikis/ARO.wiki/452838/ARO-Installer-Image-Deployment-Process)
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In the ARO-RP codebase:
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1. Update `pkg/util/version/const.go` to point to the new release.
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* You should be able to find latest published release and image hash [on quay.io](https://quay.io/repository/openshift-release-dev/ocp-release?tab=tags).
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1. (Optional) `make discoverycache`.
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* This command requires a running cluster with the new version.
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1. The list of the hard-coded namespaces in `pkg/util/namespace/namespace.go` needs to be updated regularly as every
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minor version of upstream OCP introduces a new namespace or two.
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Publish RHCOS image to the Azure Cloud Partner Portal:
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1. Publish RHCOS image. See [this document](https://github.com/openshift/installer-aro-wrapper/blob/main/docs/publish-rhcos-image.md).
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1. After this point, you should be able to create a dev cluster using the RP and it should use the new release.
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