cloudbase-init/doc/source/tutorial.rst
Cosmin Poieana a48c33e280 Add cloudbase-init Sphinx documentation
Document plugins, metadata services, configuration file,
how the project is supposed to work and some user related usecases.

Change-Id: I184a9409a9e9173c346f0ab149cb7d78ed87e0b3
2015-09-04 20:46:15 +03:00

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.. _tutorial:
Tutorial
========
First, download your desired type of installer from :ref:`here <download>`,
then install it and fill in configuration options which suits you best.
Based on the current selected *cloudbase-init* installer architecture, it'll
be available under *C:\\Program Files* or *C:\\Program Files (x86)* as
**Cloudbase Solutions\\Cloudbase-Init** directory. There, are located some
folders of interest like:
* bin - Executable files and other binaries.
* conf - Configuration files holding miscellaneous options.
* log - Here are the cloudbase-init logs.
* LocalScripts - User supplied :ref:`scripts <execution>`.
* Python - Bundle of executable and library files to support Python
scripts and core execution.
After install, cloudbase-init acts like a 2-step service which will read
metadata using :ref:`services` and will pass that to the executing
:ref:`plugins`, this way configuring all the supported things.
Depending on the platform, some plugins may request reboots.
Sysprepping
-----------
The System Preparation (Sysprep) tool prepares an installation of Windows for
duplication, auditing, and customer delivery. Duplication, also called imaging,
enables you to capture a customized Windows image that you can reuse throughout
an organization.
The Sysprep phase uses the "Unattend.xml" which implies the service to run
using the "cloudbase-init-unattend.conf" configuration file.
.. _config:
Configuration file
------------------
In the chosen installation path, under the *conf* directory, are present
two config files named "cloudbase-init.conf" and
"cloudbase-init-unattend.conf".
These can hold various config options for picking up the desired available
services and plugins ready for execution and also customizing user experience.
*Explained example of configuration file:*
.. code-block:: text
[DEFAULT]
# What user to create and in which group(s) to be put.
username=Admin
groups=Administrators
inject_user_password=true # Use password from the metadata (not random).
# Which devices to inspect for a possible configuration drive (metadata).
config_drive_raw_hhd=true
config_drive_cdrom=true
# Path to tar implementation from Ubuntu.
bsdtar_path=C:\Program Files (x86)\Cloudbase Solutions\Cloudbase-Init\bin\bsdtar.exe
# Logging debugging level.
verbose=true
debug=true
# Where to store logs.
logdir=C:\Program Files (x86)\Cloudbase Solutions\Cloudbase-Init\log\
logfile=cloudbase-init-unattend.log
default_log_levels=comtypes=INFO,suds=INFO,iso8601=WARN
logging_serial_port_settings=
# Enable MTU and NTP plugins.
mtu_use_dhcp_config=true
ntp_use_dhcp_config=true
# Where are located the user supplied scripts for execution.
local_scripts_path=C:\Program Files (x86)\Cloudbase Solutions\Cloudbase-Init\LocalScripts\
# Services that will be tested for loading until one of them succeeds.
metadata_services=cloudbaseinit.metadata.services.configdrive.ConfigDriveService,
cloudbaseinit.metadata.services.httpservice.HttpService,
cloudbaseinit.metadata.services.ec2service.EC2Service,
cloudbaseinit.metadata.services.maasservice.MaaSHttpService
# What plugins to execute.
plugins=cloudbaseinit.plugins.common.mtu.MTUPlugin,
cloudbaseinit.plugins.common.sethostname.SetHostNamePlugin
# Miscellaneous.
allow_reboot=false # allow the service to reboot the system
stop_service_on_exit=false
The "cloudbase-init-unattend.conf" configuration file is similar to the
default one and is used by the Sysprepping phase. It was designed for the
scenario where the minimum user intervention is required and it only runs
the MTU and host name plugins, leaving the image ready for further
initialization cases.
More of these explained options are available under the :ref:`services`,
:ref:`plugins` and :ref:`userdata` documentation.
.. _execution:
File execution
--------------
Cloudbase-init has the ability to execute user provided scripts, usually
found in the default path
*C:\\Program Files (x86)\\Cloudbase Solutions\\Cloudbase-Init\\LocalScripts*,
through a specific :ref:`plugin <scripts>` for doing this stuff. Depending on
the platform used, the files should be valid MZPEs, PowerShell, Python,
Batch or Bash scripts, containing the actual code. The user data plugin is
also capable of executing various script types and return code value handling.
Based on their return codes, you can instruct the system to reboot or even
re-execute the plugin on the next boot:
* 1001 - reboot and don't run the plugin again on next boot
* 1002 - don't reboot now and run the plugin again on next boot
* 1003 - reboot and run the plugin again on next boot