Configure instances at bootWhen you boot instances in an OpenStack cloud, you can use
user data or cloud-init to automatically
configure instances at boot time. You might want to install
some packages, start services, or manage your instance by
using a Puppet or Chef server.User dataUser data is the mechanism by which a user can pass
information contained in a local file to an instance at
launch time. The typical use case is to pass something
like a shell script or a configuration file as user
data.User data is sent using the --user-data
/path/to/filename
option when calling nova boot. This
example creates a text file and sends its contents as user
data to the instance:$echo "This is some text" > myfile.txt$nova boot --user-data ./myfile.txt --image myimage myinstanceThe instance can get user data by querying the metadata
service through either the OpenStack metadata API or the
EC2 compatibility API:$curl http://169.254.169.254/2009-04-04/user-dataThis is some text$curl http://169.254.169.254/openstack/2012-08-10/user_dataThis is some textThe Compute service treats user data as a blob.
While the previous example uses a text file, user data
can be in any format.For more information, see .cloud-initTo do something useful with the user data, you must
configure the virtual machine image to run a service on
boot that gets user data from the metadata service and
takes some action based on the contents of the data. The
cloud-init package does exactly
this. This package is compatible with the Compute metadata
service and the Compute configuration drive.The cloud-init package supports
multiple cloud providers. You can use the same virtual
machine image in different clouds without
modification. The cloud-init
package is an open source project and the source code
is available on Launchpad. It is maintained by Canonical,
the company that runs the Ubuntu project. All Ubuntu
cloud images come pre-installed with
cloud-init. However,
cloud-init is not designed to
be Ubuntu-specific and has been successfully ported to
several other platforms including Fedora.Even if you do not use user data to configure instance
behavior at boot time, install
cloud-init on images that you
create because this package provides useful functionality.
For example, the cloud-init package
enables you to copy the public key to an account (the
ubuntu account by default on Ubuntu
instances, the ec2-user by default in
Fedora instances).If you do not have cloud-init
installed, you must manually configure your image to get
the public key from the metadata service on boot and copy
it to the appropriate account.cloud-init supported formats and
documentationLook at the cloud-init
doc/userdata.txt file the examples directory and the Ubuntu community documentation for details
about how to use cloud-init. Some basic
examples are provided here.cloud-init supports several input
formats for user data. Two commonly used formats
are:Shell scripts (starts with
#!)Cloud config files (starts with
#cloud-config)Run a shell script on bootAssuming you have cloud-init
installed, the simplest way to configure an instance on
boot is to pass a shell script as user data. The shell
file must begin with #! in order for
cloud-init to recognize it as a
shell script. This example shows a script that creates a
clouduser account:#!/bin/bash
adduser --disabled-password --gecos "" clouduserSending a shell script as user data has a similar effect
to writing an /etc/rc.local script:
it executes very late in the boot sequence as root.Cloud-config formatcloud-init supports a YAML-based
config format that allows the user to configure a large
number of options on a system. User data that begins with
#cloud-config will be interpreted
by cloud-init as cloud-config
format.Example: Set the host nameThis cloud-init user data example
sets the hostname and the FQDN, as well as updating
/etc/hosts on the
instance:#cloud-config
hostname: mynode
fqdn: mynode.example.com
manage_etc_hosts: trueExample: Configure instances with PuppetThis cloud-init user data example,
based on doc/examples/cloud-config-puppet.txt, would
configure the instance to contact a Puppet server at
puppetmaster.example.org and verify its identity by using
a certificate.#cloud-config
puppet:
conf:
agent:
server: "puppetmaster.example.org"
ca_cert: |
-----BEGIN CERTIFICATE-----
MIICCTCCAXKgAwIBAgIBATANBgkqhkiG9w0BAQUFADANMQswCQYDVQQDDAJjYTAe
Fw0xMDAyMTUxNzI5MjFaFw0xNTAyMTQxNzI5MjFaMA0xCzAJBgNVBAMMAmNhMIGf
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T3BlblNTTCBHZW5lcmF0ZWQgQ2VydGlmaWNhdGUwDwYDVR0TAQH/BAUwAwEB/zAd
BgNVHQ4EFgQUu4+jHB+GYE5Vxo+ol1OAhevspjAwCwYDVR0PBAQDAgEGMA0GCSqG
SIb3DQEBBQUAA4GBAH/rxlUIjwNb3n7TXJcDJ6MMHUlwjr03BDJXKb34Ulndkpaf
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hppiGMp0tT5Havu4aceCXiy2crVcudj3NFciy8X66SoECemW9UYDCb9T5D0d
-----END CERTIFICATE-----Example: Configure instances with ChefThis cloud-init user data example,
based on doc/examples/cloud-config/chef.txt and
intended for use in an Ubuntu image, adds the Chef apt
repository, installs Chef, connects to a Chef server at
https://chefserver.example.com/organizations/myorg/,
and installs Apache:#cloud-config
apt_sources:
- source: "deb https://packagecloud.io/chef/ stable main"
key: |
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chef:
install_type: "packages"
server_url: "https://chefserver.example.com/organizations/myorg/"
node_name: "your-node-name"
environment: "production"
validation_name: "yourorg-validator"
validation_key: |
-----BEGIN RSA PRIVATE KEY-----
YOUR-ORGS-VALIDATION-KEY-HERE
-----END RSA PRIVATE KEY-----
run_list:
- "recipe[apache2]"
- "role[db]"
initial_attributes:
apache:
prefork:
maxclients: 100
keepalive: "off"