Bare-Metal Provisioning
Bare-metal provisioning is the process of taking an empty physical server from power-on to a running operating system without manual intervention. It covers network booting, firmware configuration, OS installation, and the automation tooling that makes this repeatable at scale.
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Don't Panic
Don't Panic — Bare-Metal Provisioning
Bare-metal provisioning is how an unconfigured physical server becomes a verified machine for a workload. It is not an operating-system installer with better posture. The installer is only one passenger in a relay involving power, firmware, networks, storage, and a certain amount of hardware that has not read the same manual as the rest of it.
The baseboard management controller, or BMC, starts the relay. It can power the server, select a one-time boot source, and show a remote console even when no host operating system exists. Firmware then follows a network bootstrap path: DHCP provides the address and boot information, a network bootstrap program begins, and a small service system reaches the machine. That temporary system is the deploy agent. It sees the disks and devices that the controller cannot touch from afar.
The surprising bit is that PXE is not one event. A DHCP lease says that DHCP worked. It does not say that the boot program suits the firmware, that the ramdisk started, or that the agent can call back. Each step is its own boundary, which is mildly inconvenient until it saves you from treating every failed deployment as an occult property of servers.
Once the agent is running, it can inspect hardware, select storage, erase old data, write an image, and arrange local boot. A whole-disk image brings its partition layout and boot loader. A partition image asks the provisioner to create more of that arrangement. Server-specific data, such as a hostname and initial keys, belongs beside a reusable base image rather than baked into every copy.
Provisioning is complete only after local boot, expected identity, network reachability, and health checks agree. Then configuration management or an application bootstrap can take over. The relay also runs in reverse: cleaning prepares the machine for reuse. Removing disk metadata is fast; it does not prove that old data is gone, and disk cleaning does not validate firmware. Physical machines enjoy having several separate ways to retain a past life.
Read the introduction for the full architecture and trust boundaries. Use the slides when you need the relay and lifecycle in one view. Keep the cheatsheet nearby when the last confirmed event tells you which boundary to inspect next. The reference tab leads into the standards and Ironic documentation that define the protocols and state transitions in detail.
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Sources
- https://www.dmtf.org/standards/redfish
Supports
- Redfish release 2026.1 and specification version 1.24.0 as the current published DMTF release
- Redfish protocol, data-model, schema, registry, and interoperability documents as separate standards
- https://www.dmtf.org/sites/default/files/standards/documents/DSP0266_1.24.0.html
Supports
- Redfish as a RESTful, schema-based platform-management interface
- Remote and out-of-band management scope
- HTTPS, TLS, authentication, authorization, sessions, resources, actions, and OEM extensions
- https://uefi.org/specs/UEFI/2.11/24_Network_Protocols_SNP_PXE_BIS.html
Supports
- UEFI PXE interfaces and DHCP, discovery, and TFTP stages
- Network bootstrap program terminology and transfer
- UEFI HTTP Boot discovery and HTTP or HTTPS download path
- https://www.rfc-editor.org/rfc/rfc2131.html
Supports
- DHCP client and server state and message exchange
- Bootstrap server and boot-file fields in DHCP messages
- Client-specific and class-specific configuration parameters
- https://www.rfc-editor.org/rfc/rfc1350.html
Supports
- TFTP operation over UDP
- Lock-step data blocks, acknowledgments, retransmission, and error behavior
- TFTP's intentionally small and restrictive protocol design
- https://ipxe.org/howto/chainloading
Supports
- Chainloading iPXE from existing PXE firmware
- Second-DHCP-request loop risk and loop-breaking approaches
- Different iPXE binaries for BIOS and UEFI clients
- https://docs.openstack.org/ironic/latest/install/get_started.html
Supports
- Bare-metal use cases and the Ironic API, conductor, driver, and agent architecture
- Power control through management protocols and temporary in-band agents
- PXE, DHCP, NBP, TFTP, image, network, and deployment relationships
- https://docs.openstack.org/ironic/latest/user/states.html
Supports
- Enrollment, verification, inspection, cleaning, availability, deployment, active, deletion, rescue, service, and failure states
- Deploy-agent waits, local image writing, boot-loader work, and destructive lifecycle transitions
- State-dependent recovery and quarantine behavior
- https://docs.openstack.org/ironic/latest/user/deploy.html
Supports
- Allocation, instance information, network attachment, deployment, and ramdisk boot flow
- Config-drive metadata, user data, network data, hostname, and SSH-key delivery
- https://docs.openstack.org/ironic/latest/install/refarch/common.html
Supports
- Whole-disk and partition-image responsibilities
- Provisioning, cleaning, rescue, callback, TFTP, HTTP, and image-service network requirements
- Restricted provisioning network guidance and BMC accessibility considerations
- https://docs.openstack.org/ironic-python-agent/latest/
Supports
- Deploy agent operation from a temporary ramdisk
- REST control for provisioning servers
- Hardware inventory, image checksum, clean, rescue, and troubleshooting functions
- https://docs.openstack.org/ironic-python-agent/latest/admin/hardware_managers.html
Supports
- Default hardware inventory and deploy, clean, and service steps
- Image writing, disk-metadata erasure, secure device erasure, RAID configuration, and file injection
- Different assurance and duration for metadata erasure and full device erasure
- https://docs.openstack.org/ironic/latest/admin/cleaning.html
Supports
- Automated and manual node cleaning
- Metadata erasure, hardware-assisted secure erase, software overwrite, and express cleaning tradeoffs
- Cleaning-network use, in-band and out-of-band steps, failure states, and reuse policy
- https://docs.openstack.org/ironic/latest/admin/security.html
Supports
- Image checksum, native hardware access, firmware, tenant reuse, and BMC credential risks
- Separation of disk cleaning from firmware validation and reset
- Isolation of management, provisioning, cleaning, rescue, and deploy-agent API paths
- Unique BMC credential guidance and authorization boundaries
- https://www.rfc-editor.org/info/rfc951/
Supports
- BOOTP publication date in September 1985
- BOOTSTRAP protocol as a network bootstrap foundation
- https://uefi.org/specifications
Supports
- UEFI Specification 2.0 release in January 2006
- UEFI specification release history
- https://uefi.org/sites/default/files/resources/UEFI_Spec_2_9_2021_03_18.pdf
Supports
- PXE 2.1 publication in September 1999
- https://docs.openstack.org/releasenotes/ironic/kilo.html
Supports
- Ironic Kilo state machine, inspection, cleaning, and HTTP image-source features
- https://www.dmtf.org/news/pr/2015/8/dmtf-helps-enable-multi-vendor-data-center-management-new-redfish-10-standard
Supports
- DMTF Redfish 1.0 release on August 4, 2015
- Redfish RESTful JSON and OData systems-management interface
- https://metal3.io/blog/categories.html
Supports
- Metal3 project announcement in June 2019
- Kubernetes-native bare-metal host management context
- https://maas.io/docs
Supports
- MAAS machine lifecycle and bare-metal management documentation
- https://theforeman.org/manuals/3.14/index.html
Supports
- Foreman provisioning and host-lifecycle documentation
- https://tinkerbell.org/docs/
Supports
- Tinkerbell bare-metal provisioning component documentation
- https://book.metal3.io/
Supports
- Metal3 declarative bare-metal host management documentation
- https://www.dell.com/en-us/shop/dell-openmanage-enterprise/spd/openmanage-enterprise
Supports
- Dell OpenManage Enterprise hardware-management product information
- https://docs.openstack.org/ironic/latest/admin/troubleshooting.html
Supports
- Ironic maintenance behavior, node validation, node history, console investigation, and failure recovery guidance
