Cloudbase-init on Windows

Andrew7

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.

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

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.

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

dinhngtu

@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.

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

And this is the output, new VM and it's settings

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.

jkatz

@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.

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.

jkatz

@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.

dinhngtu

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

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.

Andrew7

By the way, how to edit Template ?

jkatz

@dinhngtu

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

jkatz

@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.

Andrew7

@jkatz Thanks for that.

I actually did something different but it worked. I don't know how but it is working.

I used this in XO in Cloud Config

It worked

Don't know if does it matter or not ( probably does) that I also entered this plugin into both files :
cloudbaseinit.plugins.common.sethostname.SetHostNamePlugin

@jkatz said in Cloudbase-init on Windows:

You don't.

That is lame.

Wonder if domain join is possible with that...