Cloud-Init Support: Difference between revisions

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Proxmox VE generates an ISO image to pass the Cloud-Init data to the VM. For
Proxmox VE generates an ISO image to pass the Cloud-Init data to the VM. For
that purpose, all Cloud-Init VMs need to have an assigned CD-ROM drive.
that purpose, all Cloud-Init VMs need to have an assigned CD-ROM drive.
Also many Cloud-Init images assume to have a serial console, so it is
Usually, a serial console should be added and used as a display. Many Cloud-Init
recommended to add a serial console and use it as display for those VMs.
images rely on this, it is a requirement for OpenStack. However, other images
might have problems with this configuration. Switch back to the default display
configuration if using a serial console doesn’t work.
Preparing Cloud-Init Templates
Preparing Cloud-Init Templates
The first step is to prepare your VM. Basically you can use any VM.
The first step is to prepare your VM. Basically you can use any VM.
Line 35: Line 37:
prepare. On Debian/Ubuntu based systems this is as simple as:
prepare. On Debian/Ubuntu based systems this is as simple as:
apt-get install cloud-init
apt-get install cloud-init
This command is not intended to be executed on the Proxmox VE host, but
only inside the VM.
Already many distributions provide ready-to-use Cloud-Init images (provided
Already many distributions provide ready-to-use Cloud-Init images (provided
as .qcow2 files), so alternatively you can simply download and
as .qcow2 files), so alternatively you can simply download and
Line 41: Line 45:
# download the image
# download the image
wget https://cloud-images.ubuntu.com/bionic/current/bionic-server-cloudimg-amd64.img
wget https://cloud-images.ubuntu.com/bionic/current/bionic-server-cloudimg-amd64.img
# create a new VM
# create a new VM with VirtIO SCSI controller
qm create 9000 --memory 2048 --net0 virtio,bridge=vmbr0
qm create 9000 --memory 2048 --net0 virtio,bridge=vmbr0 --scsihw virtio-scsi-pci
# import the downloaded disk to local-lvm storage
# import the downloaded disk to the local-lvm storage, attaching it as a SCSI drive
qm importdisk 9000 bionic-server-cloudimg-amd64.img local-lvm
qm set 9000 --scsi0 local-lvm:0,import-from=/path/to/bionic-server-cloudimg-amd64.img
# finally attach the new disk to the VM as scsi drive
qm set 9000 --scsihw virtio-scsi-pci --scsi0 local-lvm:vm-9000-disk-1
Ubuntu Cloud-Init images require the virtio-scsi-pci
Ubuntu Cloud-Init images require the virtio-scsi-pci
controller type for SCSI drives.
controller type for SCSI drives.
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the Cloud-Init data to the VM.
the Cloud-Init data to the VM.
qm set 9000 --ide2 local-lvm:cloudinit
qm set 9000 --ide2 local-lvm:cloudinit
To be able to boot directly from the Cloud-Init image, set the
To be able to boot directly from the Cloud-Init image, set the boot parameter
bootdisk parameter to scsi0, and restrict BIOS to boot from disk
to order=scsi0 to restrict BIOS to boot from this disk only. This will speed
only. This will speed up booting, because VM BIOS skips the testing for
up booting, because VM BIOS skips the testing for a bootable CD-ROM.
a bootable CD-ROM.
qm set 9000 --boot order=scsi0
qm set 9000 --boot c --bootdisk scsi0
For many Cloud-Init images, it is required to configure a serial console and use
Also configure a serial console and use it as a display. Many Cloud-Init
it as a display. If the configuration doesn’t work for a given image however,
images rely on this, as it is an requirement for OpenStack images.
switch back to the default display instead.
qm set 9000 --serial0 socket --vga serial0
qm set 9000 --serial0 socket --vga serial0
In a last step, it is helpful to convert the VM into a template. From
In a last step, it is helpful to convert the VM into a template. From
Line 134: Line 136:
IPv6 address in CIDR format.
IPv6 address in CIDR format.
nameserver: <string>
nameserver: <string>
Sets DNS server IP address for a container. Create will'
Sets DNS server IP address for a container. Create will automatically use the setting from the host if neither searchdomain nor nameserver are set.
            .' automatically use the setting from the host if neither searchdomain nor nameserver'
            .' are set.
searchdomain: <string>
searchdomain: <string>
Sets DNS search domains for a container. Create will'
Sets DNS search domains for a container. Create will automatically use the setting from the host if neither searchdomain nor nameserver are set.
            .' automatically use the setting from the host if neither searchdomain nor nameserver'
            .' are set.
sshkeys: <string>
sshkeys: <string>
Setup public SSH keys (one key per line, OpenSSH format).
Setup public SSH keys (one key per line, OpenSSH format).

Revision as of 12:46, 22 November 2022

Cloud-Init is the de facto multi-distribution package that handles early initialization of a virtual machine instance. Using Cloud-Init, configuration of network devices and ssh keys on the hypervisor side is possible. When the VM starts for the first time, the Cloud-Init software inside the VM will apply those settings.

Many Linux distributions provide ready-to-use Cloud-Init images, mostly designed for OpenStack. These images will also work with Proxmox VE. While it may seem convenient to get such ready-to-use images, we usually recommended to prepare the images by yourself. The advantage is that you will know exactly what you have installed, and this helps you later to easily customize the image for your needs.

Once you have created such a Cloud-Init image we recommend to convert it into a VM template. From a VM template you can quickly create linked clones, so this is a fast method to roll out new VM instances. You just need to configure the network (and maybe the ssh keys) before you start the new VM.

We recommend using SSH key-based authentication to login to the VMs provisioned by Cloud-Init. It is also possible to set a password, but this is not as safe as using SSH key-based authentication because Proxmox VE needs to store an encrypted version of that password inside the Cloud-Init data.

Proxmox VE generates an ISO image to pass the Cloud-Init data to the VM. For that purpose, all Cloud-Init VMs need to have an assigned CD-ROM drive. Usually, a serial console should be added and used as a display. Many Cloud-Init images rely on this, it is a requirement for OpenStack. However, other images might have problems with this configuration. Switch back to the default display configuration if using a serial console doesn’t work.

Preparing Cloud-Init Templates

The first step is to prepare your VM. Basically you can use any VM. Simply install the Cloud-Init packages inside the VM that you want to prepare. On Debian/Ubuntu based systems this is as simple as:

apt-get install cloud-init
Warning This command is not intended to be executed on the Proxmox VE host, but only inside the VM.

Already many distributions provide ready-to-use Cloud-Init images (provided as .qcow2 files), so alternatively you can simply download and import such images. For the following example, we will use the cloud image provided by Ubuntu at https://cloud-images.ubuntu.com.

# download the image
wget https://cloud-images.ubuntu.com/bionic/current/bionic-server-cloudimg-amd64.img

# create a new VM with VirtIO SCSI controller
qm create 9000 --memory 2048 --net0 virtio,bridge=vmbr0 --scsihw virtio-scsi-pci

# import the downloaded disk to the local-lvm storage, attaching it as a SCSI drive
qm set 9000 --scsi0 local-lvm:0,import-from=/path/to/bionic-server-cloudimg-amd64.img
Note Ubuntu Cloud-Init images require the virtio-scsi-pci controller type for SCSI drives.
screenshot/gui-cloudinit-hardware.png
Add Cloud-Init CD-ROM drive

The next step is to configure a CD-ROM drive, which will be used to pass the Cloud-Init data to the VM.

qm set 9000 --ide2 local-lvm:cloudinit

To be able to boot directly from the Cloud-Init image, set the boot parameter to order=scsi0 to restrict BIOS to boot from this disk only. This will speed up booting, because VM BIOS skips the testing for a bootable CD-ROM.

qm set 9000 --boot order=scsi0

For many Cloud-Init images, it is required to configure a serial console and use it as a display. If the configuration doesn’t work for a given image however, switch back to the default display instead.

qm set 9000 --serial0 socket --vga serial0

In a last step, it is helpful to convert the VM into a template. From this template you can then quickly create linked clones. The deployment from VM templates is much faster than creating a full clone (copy).

qm template 9000

Deploying Cloud-Init Templates

screenshot/gui-cloudinit-config.png

You can easily deploy such a template by cloning:

qm clone 9000 123 --name ubuntu2

Then configure the SSH public key used for authentication, and configure the IP setup:

qm set 123 --sshkey ~/.ssh/id_rsa.pub
qm set 123 --ipconfig0 ip=10.0.10.123/24,gw=10.0.10.1

You can also configure all the Cloud-Init options using a single command only. We have simply split the above example to separate the commands for reducing the line length. Also make sure to adopt the IP setup for your specific environment.

Custom Cloud-Init Configuration

The Cloud-Init integration also allows custom config files to be used instead of the automatically generated configs. This is done via the cicustom option on the command line:

qm set 9000 --cicustom "user=<volume>,network=<volume>,meta=<volume>"

The custom config files have to be on a storage that supports snippets and have to be available on all nodes the VM is going to be migrated to. Otherwise the VM won’t be able to start. For example:

qm set 9000 --cicustom "user=local:snippets/userconfig.yaml"

There are three kinds of configs for Cloud-Init. The first one is the user config as seen in the example above. The second is the network config and the third the meta config. They can all be specified together or mixed and matched however needed. The automatically generated config will be used for any that don’t have a custom config file specified.

The generated config can be dumped to serve as a base for custom configs:

qm cloudinit dump 9000 user

The same command exists for network and meta.

Cloud-Init specific Options

cicustom: [meta=<volume>] [,network=<volume>] [,user=<volume>] [,vendor=<volume>]

Specify custom files to replace the automatically generated ones at start.

meta=<volume>

Specify a custom file containing all meta data passed to the VM via" ." cloud-init. This is provider specific meaning configdrive2 and nocloud differ.

network=<volume>

To pass a custom file containing all network data to the VM via cloud-init.

user=<volume>

To pass a custom file containing all user data to the VM via cloud-init.

vendor=<volume>

To pass a custom file containing all vendor data to the VM via cloud-init.

cipassword: <string>

Password to assign the user. Using this is generally not recommended. Use ssh keys instead. Also note that older cloud-init versions do not support hashed passwords.

citype: <configdrive2 | nocloud | opennebula>

Specifies the cloud-init configuration format. The default depends on the configured operating system type (ostype. We use the nocloud format for Linux, and configdrive2 for windows.

ciupgrade: <boolean> (default = 1)

do an automatic package upgrade after the first boot.

ciuser: <string>

User name to change ssh keys and password for instead of the image’s configured default user.

ipconfig[n]: [gw=<GatewayIPv4>] [,gw6=<GatewayIPv6>] [,ip=<IPv4Format/CIDR>] [,ip6=<IPv6Format/CIDR>]

Specify IP addresses and gateways for the corresponding interface.

IP addresses use CIDR notation, gateways are optional but need an IP of the same type specified.

The special string dhcp can be used for IP addresses to use DHCP, in which case no explicit gateway should be provided. For IPv6 the special string auto can be used to use stateless autoconfiguration. This requires cloud-init 19.4 or newer.

If cloud-init is enabled and neither an IPv4 nor an IPv6 address is specified, it defaults to using dhcp on IPv4.

gw=<GatewayIPv4>

Default gateway for IPv4 traffic.

Note Requires option(s): ip
gw6=<GatewayIPv6>

Default gateway for IPv6 traffic.

Note Requires option(s): ip6
ip=<IPv4Format/CIDR> (default = dhcp)

IPv4 address in CIDR format.

ip6=<IPv6Format/CIDR> (default = dhcp)

IPv6 address in CIDR format.

nameserver: <string>

Sets DNS server IP address for a container. Create will automatically use the setting from the host if neither searchdomain nor nameserver are set.

searchdomain: <string>

Sets DNS search domains for a container. Create will automatically use the setting from the host if neither searchdomain nor nameserver are set.

sshkeys: <string>

Setup public SSH keys (one key per line, OpenSSH format).