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    Cloudbase-init on Windows

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    • olivierlambertO Offline
      olivierlambert Vates 🪐 Co-Founder CEO
      last edited by

      @Andrew7 this mindset won't be really constructive if you want some free assistance on a free product.

      @dinhngtu might help if he's around.

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      • D Offline
        DustinB @Andrew7
        last edited by DustinB

        @Andrew7 said in Cloudbase-init on Windows:

        I came from VMware world, and everything there just works.
        Here you have to put your problem on forum ( most of them are just basic/standard VM deployment and administration stuff ) and pray for an answer with a resolution.

        Best regards

        You're welcome to go back to VMWare as well.

        As the saying goes, "if you're free to stay, you're free to go".

        If you want to buy support for your environment then do so and you can create a private ticket with the Vates company and not have to post on the forums. You can't have your cake and eat it too.

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        • A Offline
          Andrew7 @DustinB
          last edited by Andrew7

          @DustinB

          No problem.
          I'm just a infrastructure engineer/architect as many of us here looking for VMware alternatives.
          I work in big global company that builds and deploys solutions for different clients.
          Most of them are asking if there is a real enterprise solution that we can work with, aside from VMware.
          That's why I'm here trying to figure it out, how this product works. How to do things that you normal do on daily basis in vCenter and ESXi's.

          No one have to provide any answers here. I wonder for how long this product will survive then ?
          I would like to remind you that VMware market share and popularity came from free ESXi, vCenter with 3 months trial with full features and easy access to get into product and get help on forums.

          My frustration is coming from basic things that I am not able to do here.
          It's not that I'm asking about some advanced features. We are talking about VM provisioning on the basic level.
          Template creation and deploying VMs from that template with changes that needs to be done during deployment like hostname, IPs and Windows SIDs.

          If it's too much to ask how to do it, fine. I will move to check out other hypervisors.

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          • D Offline
            DustinB @Andrew7
            last edited by

            @Andrew7 XCP-ng has always been free to use, the same for Xen Orchestra (from source) you can look at my profile to find a link or read the documentation to deploy it yourself.

            You've hijacked someone else's thread to ask your question because their question was similar to yours, I guess?

            And you seem to have an arrogance about your inquiry of "it just works on this other product that we're fleeing from that would cost us as much as 300% more every year forever".

            And on the same coin, other side you're saying you haven't the faintest reason why anyone would be upset with your tone, while asking for free help.

            Support for a 3 host pack, is as cheap as $1000/year or $3000, with essentially unlimited and confidential access for a product which has a long tract record.

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            • D Offline
              dinhngtu Vates 🪐 XCP-ng Team @jkatz
              last edited by

              Hi @jkatz @Andrew7,

              Cloudbase-init is currently the recommended method for personalizing Windows templates in XO. It supports multiple configuration plugins (hostname/credentials/licensing etc.), which are available from the linked page above.

              For customizing deployed VMs, what I like to do is to prepare a "skeleton" cloud-init file and set it in XO Settings -> Cloud config. Then I can load this config at any time and fill in the details later for each batch of VM I want to deploy.

              We do have a Packer repo for making master VM templates from @nathanael-h; it will prepare an XVA image ready for specialization using cloudbase-init. I'll try to work to publish that and provide some documentation next.

              As for Sysprep support specifically, I've put in a request to the XO team, although I can't promise anything specific for now.

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              • A Offline
                Andrew7 @dinhngtu
                last edited by

                @dinhngtu

                Thank you for the replay.

                I understand that cloudbase-init is a way to go. I did similar config to @jkatz and don't know why it doesn't work for me.
                I did exactly as you suggested, created Cloud Config settings in XO and then use that during deployment screen.
                fb2c70d1-6189-4602-9808-aec119f9ac0c-image.png

                I've tried to set it up with this guide
                https://docs.xen-orchestra.com/vm-templates

                So I've added those fields :
                config_drive_vfat=true
                ...
                metadata_services=cloudbaseinit.metadata.services.nocloudservice.NoCloudConfigDriveService
                plugins=cloudbaseinit.plugins.common.userdata.UserDataPlugin

                into config files.

                I'm probably doing something wrong but I don't know where to look.
                It seems that cloudbase-init doesn't even start or it is skipped because my input is totally incorrect in those "User config " and "Network Config" fields.

                The log folder here is empty
                f22f1716-fa3e-46de-be19-6edb70f06377-image.png

                Do you have any ideas why it doesn't work ?
                It might be the case that I'm just an idiot and did some rookie mistake as I have never used cloudbase-init before.
                So, I don't really know if the problem is my Custom Config settings in XO or cloudbase-init config on VM.

                @dinhngtu said in Cloudbase-init on Windows:

                As for Sysprep support specifically, I've put in a request to the XO team, although I can't promise anything specific for now.

                Thank you.

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                • D Offline
                  dinhngtu Vates 🪐 XCP-ng Team @Andrew7
                  last edited by dinhngtu

                  @Andrew7 Did you Sysprep the template using cloudbase-init's included Unattend.xml file? That file is needed to invoke cloudbase-init after the image is unsealed.

                  For the cloudbase-init configuration, you only need to add the following line to both of its config files:

                  metadata_services=cloudbaseinit.metadata.services.nocloudservice.NoCloudConfigDriveService
                  

                  No need to add any other line to cloudbase-init.conf unless you want to enable/disable specific plugins.

                  I'm preparing an updated guide for Windows VM template creation: https://github.com/vatesfr/xen-orchestra/pull/8575. Stay tuned.

                  dinhngtu opened this pull request in vatesfr/xen-orchestra

                  open docs(XO): add Windows cloudbase-init template guide #8575

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                  • D Offline
                    dinhngtu Vates 🪐 XCP-ng Team @dinhngtu
                    last edited by

                    @jkatz I'm talking with the DevOps team to see if there's a way to discover/configure networking, perhaps via additional metadata provided through the cloud config drive.

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                    • A Offline
                      Andrew7 @dinhngtu
                      last edited by Andrew7

                      @dinhngtu
                      Hello again,

                      Thanks for replay.
                      I did it all over again ( new cloudbase-init installation on new VM ), and used @jkatz config and it partially worked.

                      This was my settings just before OS shutdown
                      e3e8a1aa-fd75-4b1e-99fe-0effc9bfd422-image.png

                      And this is the output, new VM and it's settings
                      addb8e69-d0d9-4d64-b496-9407cdf3a89a-image.png

                      What hasn't change during deployment is the host name. Network setting were changed according to Network Config file from XO.
                      Sysprep was also done.

                      So I will have to figure out why the hostname hasn't changed according to the XO Users Config.

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                      • J Offline
                        jkatz @Andrew7
                        last edited by

                        @Andrew7
                        Sounds like I'm in the same boat as you in trying to find an alternative to vmware for a fairly large deployment. And the PoC / testing will probably take around 6-12 months before we commit to any new platform. So support during the one month trial period isn't quite enough.

                        I would agree that the customization specifications in vcenter are easy to use and quite polished. But I do think cloudbase-init can get the minimal job done where the hostname and ip gets configured during deployment. Then i can rely on our automation tools to take it to the end. The only stopping point right now is exposing the new MAC address to the network config as a variable. But it sounds like that is hopefully being addressed.

                        Originally, i would install cloudbase, and not do the sysprep there and not shutdown. Then i would modify the cloudbase-init.conf. then sysprep manually, then shutdown. I think (been a while, but i have it written down in a onenote) this worked except for the newer OSs like 11 and 2025. So now my process is to let the cloudbase installer do the sysprep but not shutdown. I think the cloudbase sysprep does something a little different than just running it manually. Then i modify the config, then shutdown. Convert to template.

                        I think for 11 I also changed the administrator user to not 'user must change password'. That may or may not be needed.

                        Also, if the recovery partition is put after the primary, you'll want to nuke it so that the disk can be resized during deployment.

                        If you still can't get it working, i'll revisit my steps here to verify my process. Lemme know and I'll check.

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                        • D Offline
                          dinhngtu Vates 🪐 XCP-ng Team @Andrew7
                          last edited by dinhngtu

                          @Andrew7 @jkatz Did you use the cloudbase-init unattend.xml for sysprep? I also recommend starting your template from audit mode.

                          I've done several tests with my procedures from the PR linked above, and managed to set the VM's hostname.

                          vm.png

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                          • J Offline
                            jkatz @dinhngtu
                            last edited by

                            @dinhngtu

                            I'm testing this out on my test environment. But it have to rebuild the template as we borked the site where the templates were at.

                            MS introduced some bugs in some xapps in a recent patch cycle that breaks sysprep. I noticed this when i was creating a template in our vcenter environment. I'm currently using this ISO for my template build:

                            SW_DVD9_Win_Server_STD_CORE_2022_2108.31_64Bit_English_DC_STD_MLF_X23-71666.ISO

                            And then not applying any patches. That works for me in vcenter, but once I apply current patches, then it will not customize anymore. Not sure if it applies here in XO, but i thought i'd throw that out there too.

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                            • D Offline
                              dinhngtu Vates 🪐 XCP-ng Team @jkatz
                              last edited by

                              @jkatz Do the issues occur even if the template was prepared from audit mode?

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                              • A Offline
                                Andrew7 @dinhngtu
                                last edited by Andrew7

                                @dinhngtu
                                Still nothing. I've tried use only :
                                #cloudbase-config
                                hostname: VMName

                                I can also confirm what @jkatz discovered. When there is no MAC address in Network Config the static IP setup doesn't work.

                                @jkatz Yes, it seems that we are on the same boat.

                                How did you make that hostname change works ?

                                @dinhngtu What this audit mode does ?

                                @dinhngtu said in Cloudbase-init on Windows:

                                Did you use the cloudbase-init unattend.xml for sysprep?

                                There was that file on disk and I saw that it had a config in it. I have not touched it in any way.

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                                • A Offline
                                  Andrew7 @Andrew7
                                  last edited by

                                  By the way, how to edit Template ?

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                                  • J Offline
                                    jkatz @dinhngtu
                                    last edited by

                                    @dinhngtu

                                    Didn't bother with manual sysprep anymore. I just let the installer start it.

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                                    • J Offline
                                      jkatz @Andrew7
                                      last edited by

                                      @Andrew7

                                      You don't. Pretty sure there is a dialog stating this is not reversable when setting a VM as a template.

                                      What I do is have a source vm and then take a snapshot of it while off. Then create a vm off that snap. Can do versioning this way. Boot the new vm (from the snap), install cloudbase, copy over the cloudbase-init.conf over, shutdown, convert to template.

                                      I also created my own ISO with the citrix tools, cloudbase installer, and cloudbase config to make it easier.

                                      Making the hostname update was probably the first thing that got working. Check my cloud-config at the top. That should work. Just be sure to add those last three lines to the cloudbase config too.

                                      And the only file i change is cloudbase-init.conf.

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