openstack-manuals/doc/user-guide/section_cli_nova_config-drive.xml
Andreas Jaeger b0ce83d945 Use common entities file
Instead of declaring entities separately for each file, include the file
common/entities/openstack.ent.

Change-Id: I99f905be679eab34059a30311f11189c17b5498c
2014-05-03 05:01:40 +02:00

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XML

<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE chapter [
<!ENTITY % openstack SYSTEM "../common/entities/openstack.ent">
%openstack;
]>
<section xmlns="http://docbook.org/ns/docbook"
xmlns:xi="http://www.w3.org/2001/XInclude"
xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0"
xml:id="config-drive">
<title>Store metadata on a configuration drive</title>
<para>You can configure OpenStack to write metadata to a special
configuration drive that attaches to the instance when it boots. The
instance can mount this drive and read files from it to get information
that is normally available through the <link
xlink:href="http://docs.openstack.org/admin-guide-cloud/content/section_metadata-service.html"
>metadata service</link>. This metadata is different from the user
data.</para>
<para>One use case for using the configuration drive is to pass a networking
configuration when you do not use DHCP to assign IP addresses to
instances. For example, you might pass the IP address configuration for
the instance through the configuration drive, which the instance can
mount and access before you configure the network settings for the
instance.</para>
<para>Any modern guest operating system that is capable of mounting an ISO
9660 or VFAT file system can use the configuration drive.</para>
<section xml:id="requirements">
<title>Requirements and guidelines</title>
<para>To use the configuration drive, you must follow the following
requirements for the compute host and image.</para>
<itemizedlist>
<title>Compute host requirements</title>
<listitem>
<para>The following hypervisors support the configuration drive:
libvirt, XenServer, Hyper-V, and VMWare.</para>
</listitem>
<listitem>
<para>To use configuration drive with libvirt, XenServer, or
VMWare, you must first install the
<package>genisoimage</package> package on each compute
host. Otherwise, instances do not boot properly.</para>
<para>Use the <literal>mkisofs_cmd</literal> flag to
set the path where you install the
<package>genisoimage</package> program. If
<package>genisoimage</package> is in same path
as the <systemitem class="service"
>nova-compute</systemitem> service, you do not
need to set this flag.</para>
</listitem>
<listitem>
<para>To use configuration drive with Hyper-V, you must set the
<literal>mkisofs_cmd</literal> value to the full path to
an <literal>mkisofs.exe</literal> installation.
Additionally, you must set the
<literal>qemu_img_cmd</literal> value in the
<literal>hyperv</literal> configuration section to the
full path to an <literal>qemu-img</literal> command
installation.</para>
</listitem>
</itemizedlist>
<itemizedlist>
<title>Image requirements</title>
<listitem>
<para>An image built with a recent version of the
<package>cloud-init</package> package can
automatically access metadata passed through the
configuration drive. The <package>cloud-init</package>
package version 0.7.1 works with Ubuntu and Fedora based
images, such as Red Hat Enterprise Linux.</para>
</listitem>
<listitem>
<para>If an image does not have the
<package>cloud-init</package> package installed, you
must customize the image to run a script that mounts the
configuration drive on boot, reads the data from the drive,
and takes appropriate action such as adding the public key
to an account. See <xref linkend="config_drive_contents"/>
for details about how data is organized on the configuration
drive.</para>
</listitem>
<listitem>
<para>If you use Xen with a configuration drive, use
the <literal>xenapi_disable_agent</literal>
configuration parameter to disable the
agent.</para>
</listitem>
</itemizedlist>
<itemizedlist>
<title>Guidelines</title>
<listitem>
<para>Do not rely on the presence of the EC2 metadata in the
configuration drive, because this content might be removed
in a future release. For example, do not rely on files in
the <filename>ec2</filename> directory.</para>
</listitem>
<listitem>
<para>When you create images that access configuration drive
data and multiple directories are under the
<filename>openstack</filename> directory, always select
the highest API version by date that your consumer supports.
For example, if your guest image supports the 2012-03-05,
2012-08-05, and 2013-04-13 versions, try 2013-04-13 first
and fall back to a previous version if 2013-04-13 is not
present.</para>
</listitem>
</itemizedlist>
</section>
<section xml:id="enable_config_drive">
<title>Enable and access the configuration drive</title>
<procedure>
<step>
<para>To enable the configuration drive, pass the
<literal>--config-drive=true</literal>
parameter to the <command>nova boot</command>
command.</para>
<para>The following example enables the configuration drive and
passes user data, two files, and two key/value metadata
pairs, all of which are accessible from the configuration
drive:</para>
<screen><prompt>$</prompt> <userinput>nova boot --config-drive=true --image my-image-name --key-name mykey --flavor 1 --user-data ./my-user-data.txt myinstance --file /etc/network/interfaces=/home/myuser/instance-interfaces --file known_hosts=/home/myuser/.ssh/known_hosts --meta role=webservers --meta essential=false</userinput></screen>
<para>You can also configure the Compute service to always
create a configuration drive by setting the following option
in the <filename>/etc/nova/nova.conf</filename> file:</para>
<programlisting language="ini">force_config_drive=true</programlisting>
<note>
<para>If a user passes the
<literal>--config-drive=true</literal> flag to the
<command>nova boot</command> command, an
administrator cannot disable the configuration
drive.</para>
</note>
</step>
<step>
<para>If your guest operating system supports accessing disk by
label, you can mount the configuration drive as the
<filename>/dev/disk/by-label/<replaceable>configurationDriveVolumeLabel</replaceable></filename>
device. In the following example, the configuration drive
has the <filename>config-2</filename> volume label.</para>
<screen><prompt>#</prompt> <userinput>mkdir -p /mnt/config</userinput>
<prompt>#</prompt> <userinput>mount /dev/disk/by-label/config-2 /mnt/config</userinput></screen>
<note>
<para>Ensure that you use at least version 0.3.1 of CirrOS
for configuration drive support.</para>
</note>
<para>If your guest operating system does not use
<literal>udev</literal>, the
<filename>/dev/disk/by-label</filename>
directory is not present.</para>
<para>You can use the <command>blkid</command> command
to identify the block device that corresponds to
the configuration drive. For example, when you
boot the CirrOS image with the
<literal>m1.tiny</literal> flavor, the device
is <filename>/dev/vdb</filename>:</para>
<screen><prompt>#</prompt> <userinput>blkid -t LABEL="config-2" -odevice</userinput></screen>
<screen><computeroutput>/dev/vdb</computeroutput></screen>
<para>Once identified, you can mount the
device:</para>
<screen><prompt>#</prompt> <userinput>mkdir -p /mnt/config</userinput>
<prompt>#</prompt> <userinput>mount /dev/vdb /mnt/config</userinput></screen>
</step>
</procedure>
<simplesect xml:id="config_drive_contents">
<title>Configuration drive contents</title>
<para>In this example, the contents of the configuration drive are
as follows:</para>
<screen><computeroutput>ec2/2009-04-04/meta-data.json
ec2/2009-04-04/user-data
ec2/latest/meta-data.json
ec2/latest/user-data
openstack/2012-08-10/meta_data.json
openstack/2012-08-10/user_data
openstack/content
openstack/content/0000
openstack/content/0001
openstack/latest/meta_data.json
openstack/latest/user_data</computeroutput></screen>
<para>The files that appear on the configuration drive
depend on the arguments that you pass to the
<command>nova boot</command> command.</para>
</simplesect>
<simplesect xml:id="os_metadata_format">
<title>OpenStack metadata format</title>
<para>The following example shows the contents of the
<filename>openstack/2012-08-10/meta_data.json</filename> and
<filename>openstack/latest/meta_data.json</filename> files.
These files are identical. The file contents are formatted for
readability.</para>
<programlisting language="json"><xi:include parse="text" href="samples/meta_data.json"/></programlisting>
<para>Note the effect of the <literal>--file
/etc/network/interfaces=/home/myuser/instance-interfaces</literal>
argument that was passed to the <command>nova
boot</command> command. The contents of this file
are contained in the
<filename>openstack/content/0000</filename> file
on the configuration drive, and the path is specified
as <filename>/etc/network/interfaces</filename> in the
<filename>meta_data.json</filename> file.</para>
</simplesect>
<simplesect xml:id="ec2_metadata_format">
<title>EC2 metadata format</title>
<para>The following example shows the contents of the
<filename>ec2/2009-04-04/meta-data.json</filename> and the
<filename>ec2/latest/meta-data.json</filename> files. These
files are identical. The file contents are formatted to improve
readability.</para>
<programlisting language="json"><xi:include href="samples/meta_data_ec2.json" parse="text"/></programlisting>
</simplesect>
<simplesect xml:id="user_data">
<title>User data</title>
<para>The
<filename>openstack/2012-08-10/user_data</filename>,
<filename>openstack/latest/user_data</filename>,
<filename>ec2/2009-04-04/user-data</filename>, and
<filename>ec2/latest/user-data</filename> file are
present only if the <literal>--user-data</literal>
flag and the contents of the user data file are passed
to the <command>nova boot</command> command.</para>
</simplesect>
<simplesect xml:id="config_drive_format">
<title>Configuration drive format</title>
<para>The default format of the configuration drive as an
ISO 9660 file system. To explicitly specify the ISO
9660 format, add the following line to the
<filename>/etc/nova/nova.conf</filename>
file:</para>
<programlisting language="ini">config_drive_format=iso9660</programlisting>
<para>By default, you cannot attach the configuration drive image as
a CD drive instead of as a disk drive. To attach a CD drive, add
the following line to the
<filename>/etc/nova/nova.conf</filename> file:</para>
<programlisting language="ini">config_drive_cdrom=true</programlisting>
<para>For legacy reasons, you can configure the
configuration drive to use VFAT format instead of ISO
9660. It is unlikely that you would require VFAT
format because ISO 9660 is widely supported across
operating systems. However, to use the VFAT format,
add the following line to the
<filename>/etc/nova/nova.conf</filename>
file:</para>
<programlisting language="ini">config_drive_format=vfat</programlisting>
<para>If you choose VFAT, the configuration drive is
64&nbsp;MB.</para>
</simplesect>
</section>
<section xml:id="config_reference">
<title>Configuration drive reference</title>
<para>The following table shows the configuration options for the
configuration drive.</para>
<xi:include href="../common/tables/nova-configdrive.xml"/>
</section>
</section>