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openbsd-cloud-init's Introduction

OpenBSD initialization for cloud environments

openbsd-cloud-init provides a dependency-free solution for initializing OpenBSD instances within cloud environments.

The aim is to provide loose compatibility with cloud-init which has positioned itself as the standard solution to perform first-boot changes.

Scope of openbsd-cloud-init

To keep within the spirit of security promoted by OpenBSD, this tool will limit itself to a single first-boot run and will be as unintrusive as possible by default. The following actions are currently supported:

  • SSH authorized_keys personalization if requested.
  • Persistent hostname personalization if requested.
  • Local host resolution personalization unless requested otherwise.
  • Optional custom script execution.
  • Packages installation (pkg_add) support.
  • Custom commands (runcmd) execution.

Future improvements

  • Root disk resize
  • Cloud-init user and group creation support
  • Cloud-init write-file support
  • Cloud-init custom package install support
  • Cloud-init puppet initialization support
  • Cloud-init resolv.conf personalization support

Caveats

As it stands, openbsd-cloud-init will only work in KVM + virtio environments when metadata is served from the same IP.

Installing OpenBSD with openbsd-cloud-init support

As far as installing openbsd-cloud-init is concerned, a standard installation should be carried out. Before the final reboot, carry out the following actions:

# mount /dev/sd0a /mnt
# mount /dev/sd0X /mnt/usr
# /mnt/usr/sbin/chroot /mnt
# mount -a
# ftp -o /usr/local/libdata/cloud-init.pl http://<server>/<path>/cloud-init.pl
# perl /usr/local/libdata/cloud-init.pl deploy

The last deploy step will carry out the following actions:

  • Remove the configured root password, effectively disabling password logins
  • Remove generated keys (for ike, isakmpd and SSH) and random seeds.
  • Configure openbsd-cloud-init to run in /etc/rc.local
  • Add a first boot indication by touch /etc/cloud.init

Example environment

To create a compatible environment, the following steps can be taken, assuming a Linux + KVM host environment:

Setting up a bridge for tap networking:

# brctl addbr br0
# ip link set br0 up
# ip addr add 10.0.38.1/24 dev br0

Configure dnsmasq to serve on the bridge:

interface=br0
bind-interfaces
dhcp-range=10.0.38.50,10.0.38.100,12h
domain=spootnik.org

Serve mock metadata:

Using python -m http.server 80 (as root) you can serve the following directory structure:

./cloud-init.pl => this script
./latest/meta-data/public-keys => "ssh-rsa ..." (your pubkey)
./latest/user-data => "#cloud-config\nfqdn: some.host.name\nmanage_etc_hosts: true\n"

Create a suitable disk (for instance qemu-img -f qcow2 basedisk.qcow2 10G), then start an instance with an OpenBSD iso:

qemu-system-x86_64 \
    -M pc-1.0 -enable-kvm -nodefconfig -nodefaults \
    -rtc base=utc -cpu host -smp cpus=4 -m 2048 -vga cirrus \
    -netdev tap,id=hostnet0,vhost=on,ifname=tap0,script=qemu-ifup \
    -device virtio-net-pci,netdev=hostnet0,id=net0,mac=06:f8:ee:00:00:cf,bus=pci.0,addr=0x3 \
    -drive file=basedisk.qcow2,format=qcow2,cache=none,if=none,id=drive-virtio-disk0 \
    -device virtio-blk-pci,bus=pci.0,addr=0x4,drive=drive-virtio-disk0,id=virtio-disk0,bootindex=2 \
    -device isa-serial,chardev=charserial0,id=serial0 \
    -chardev pty,id=charserial0 \
    -name openbsd-guest -uuid 9e182286-92ec-4655-8b91-a1969fc0cbbb \
    -cdrom install56.iso -boot d

Install as explained above, then copy the resulting image, you have a template! It can now be started with:

qemu-system-x86_64 \
    -M pc-1.0 -enable-kvm -nodefconfig -nodefaults \
    -rtc base=utc -cpu host -smp cpus=4 -m 2048 -vga cirrus \
    -netdev tap,id=hostnet0,vhost=on,ifname=tap0,script=qemu-ifup \
    -device virtio-net-pci,netdev=hostnet0,id=net0,mac=06:f8:ee:00:00:cf,bus=pci.0,addr=0x3 \
    -drive file=basedisk.qcow2,format=qcow2,cache=none,if=none,id=drive-virtio-disk0 \
    -device virtio-blk-pci,bus=pci.0,addr=0x4,drive=drive-virtio-disk0,id=virtio-disk0,bootindex=2 \
    -device isa-serial,chardev=charserial0,id=serial0 \
    -chardev pty,id=charserial0 \
    -name openbsd-guest -uuid 9e182286-92ec-4655-8b91-a1969fc0cbbb

And will fetch personalization from your mock metadata server, giving you SSH public key access to a machine with a correct hostname and hosts file.

License

Copyright (c) 2015 Pierre-Yves Ritschard

Permission is hereby granted, free of charge, to any person obtaining
a copy of this software and associated documentation files (the
"Software"), to deal in the Software without restriction, including
without limitation the rights to use, copy, modify, merge, publish,
distribute, sublicense, and/or sell copies of the Software, and to
permit persons to whom the Software is furnished to do so, subject to
the following conditions:

The above copyright notice and this permission notice shall be
included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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openbsd-cloud-init's Issues

manage_etc_hosts should be enabled by default

As explained in #9, when users do not specify an FQDN via user data, cloud-init.pl should probably always add a localhost entry for the chosen hostname in order to make sure it is resolvable.

See myname(5) for details:

The name must be resolvable, either by matching a hostname specified in /etc/hosts (see hosts(5)) or through DNS (see resolv.conf(5)).

I think the best way to handle this would probably be to either…

  • …set manage_etc_hosts to true by default
  • …or to not edit /etc/hosts if a) the user set manage_etc_hosts to false or b) if the user set fqdn but didn't set manage_etc_hosts

The first option would be simpler to understand and implement IMO.

manage_etc_hosts should accept localhost as a value

This is a minor nitpick, but the manage_etc_hosts implementation in openbsd-cloud-init corresponds more closely to upstream cloud-init's localhost than it does to true (aka template). See cloud-init modules: Update Etc Hosts for details:

If set to true or template, cloud-init will generate /etc/hosts using the template located in /etc/cloud/templates/hosts.tmpl. […]

If manage_etc_hosts is set to localhost, then cloud-init will not rewrite /etc/hosts entirely, but rather will ensure that a entry for the fqdn with a distribution dependent ip is present in /etc/hosts (i.e. ping <hostname> will ping 127.0.0.1 or 127.0.1.1 or other ip).

I actually prefer localhost, so I'm perfectly fine with openbsd-cloud-init's implementation of manage_etc_hosts.

However, I was wondering whether it might make sense to a) also accept localhost and make true an alias for localhost and/or b) explain this difference in Exoscale's docs somewhere.

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