packages:

• xe-guest-utilities
• cloud-initramfs-growroot
• cloud-initramfs-rescuevol

from screenshot above am unable to proceed to next step as done is greyed out

what do i need to do or can someone share screenshot of what this should look like?

creating custom partition on Ubuntu has become rocket science
i am unable to use whole disc as needed for the cloud image

"done" is greyed out and am not sure what config i need to have to use whole disk and be able to move to next step

can you please help?

cc @olivierlambert

I've configured the hard drive on the vm used to create the template as a single partition.

I found I could create a vm from the cli on the XCP-ng host and grow the vdi before booting, but I cannot find a way to resize the vdi in the new vm creation screen in XO.

I just went through and hit all of the radio button options in the install settings section, if I choose 'no config drive', I the drive size is greyed out. If I choose the 'ssh key' or 'custom config' radio buttons, the drive size box turns white and allows modification. I was figuring I could do all cloud.cfg changes in the machine before making a template and then wouldn't have to add the small config disk, but do need to resize the drive to a useful size.

Thank you again.

Thank you very much

For debian/ubuntu, this is my rough process currently, but it's not worth putting in an official blog or document guide because it will be rendered useless and just cause people frustration the next release cloud-init puts out, the next debian or ubuntu version change, etc. You'll note none of this is related to XCP-ng at all (except for xen tools obviously), so the below is documentation cloud-init should really be publishing themselves - I have a feeling they also know it would quickly be rendered useless as well so they don't bother. Anyway:

#create a new debian or ubuntu VM in XCP-ng with a ~10gb disk. During the install ISO process, you'll have to choose manual partitioning, and either remove the swap partition completely from the partition layout, or move it to the beginning of the disk. If you choose auto partitioning, it will put a swap partition after the data partition, so the data partition won't be able to be expanded on your template. Once it's installed and running, install xcp-ng guest utilities. To get the latest version, use our guest-utilities ISO. Once all that xen-specific stuff is done, you can start the cloud-init setup: Start with installing cloud-init in the first place:

apt-get install -y cloud-init cloud-utils cloud-initramfs-growroot

Set the root and default user to random passwords, then disable password logins (this is done on our templates so only pubkey based logins are accepted, skip this optionally):

echo 'root:dfgdfgdfg' | chpasswd
echo 'ubuntu:dfgdfg' | chpasswd
passwd -l root
passwd -l ubuntu
nano /etc/ssh/sshd_config #set permitrootlogin to "no"

Clean networking stuff that the VM picked up via dhcp from your current network, they will be re-populated with current info whenever the template is deployed:

nano /etc/resolv.conf #remove all
nano /etc/hosts # remove everything but localhost

Now the important part, set the main cloud init config. Edit /etc/cloud/cloud.cfg - What exactly you need to edit here is impossible to document, as the default values in this file change across every OS, and are changed across every cloud-init version, with no documentation indicating they have done so. The actual behavior of a given option has also been changed out of nowhere. So I'll try to summarize. You want to remove any datasource_list or datasource blocks, and replace them with these values:

datasource_list: [ NoCloud, ConfigDrive ]
datasource:
    ConfigDrive:
        dsmode: local
    NoCloud:
        fs_label: cidata

You'll need to find and change (or add) these vars as well so networking is properly handled:

manage_resolv_conf: true
manage_etc_hosts: true
preserve_hostname: false

Also find the default_user block, and change it to whatever username you set up during the install ISO (the user aside from root). On our templates we name this user after the OS, so the non-root user on the ubuntu template is "ubuntu", so that part of the cloud-init config looks like this:

   default_user:
     name: ubuntu

If your file doesn't have the following somewhere in it, add it (I've had to add it on some builds, on other builds it was magically there already):

users:
   - default
disable_root: true

On some older cloud-init versions, I had to manually re-order the module init staging order, because cloud-init could not be bothered to get this right themselves. I think (???) this has been resolved in later builds, but again it changes constantly so there's no way to know. Basically, ensure these three modules are under the first "cloud_init_modules" that run during the init stage, not under the later config or final stage:

 - set_hostname
 - update_hostname
 - update_etc_hosts

Save the config file, and hopefully you're done with that. I can't outline just how unreliable documenting this file is - the defaults, the behavior of certain options, or even the presence of certain options changes entirely across OS's and cloud-init versions, so I can't just keep a "master copy" of the config file and expect it to work. You have to examine the default file you get line by line and work towards the values above until the template works properly. When it stops working properly 3 months later, browse the cloud-init mailing lists and github issues to figure out which option's behavior they changed without any warning, and repeat.

Now remove all the random config files that cloud-init occasionally decides to install that will override your own config and render it useless. This list of files changes whenever cloud-init builds feel like it, so just look in the parent directory to see what's there on your specific cloud-init version:

rm -rf /etc/cloud/cloud.cfg.d/99-installer.cfg /etc/cloud/cloud.cfg.d/90_dpkg.cfg /etc/cloud/cloud.cfg.d/subiquity-disable-cloudinit-networking.cfg

Remove any stuff the VM picked up that you don't want in all your templates. This also cleans any cloud-init runs that might have occurred if you rebooted the VM, so the template you end up with will be "fresh". We also remove the command history for the root user and default user

rm -rf /etc/ssh/ssh_host_*
cloud-init clean --logs
su - ubuntu
cat /dev/null > ~/.bash_history && history -c && exit
cat /dev/null > ~/.bash_history && history -c && exit

Now you can shut the VM down and convert it into a template. Whenever deploying, it will already have xen guest tools, and a disk that will automatically be expanded to whatever you set the disk size to when deploying

NOTE: If you plan on using the "network config" cloud-init box during VM creation in XOA, note that whatever you put in that box is ADDED to the VM's default network config. It does not REPLACE it. That means when you follow the directions above, almost all OS's will have a default config of DHCP on eth0 in /etc/network/interfaces - so if you fill out the cloud-init network box during VM creation to set a static IP, the VM will still read the DHCP config, get a DHCP address, then read the cloud-init created network config files under /etc/network/interfaces.d/* and add that static IP as well. If you want to configure VMs with only static IPs you configure during VM deployment with cloud-init for example, you would have to remove the dhcp config stuff out of /etc/network/interfaces on your template VM when creating it

agree 1000% which is why when you guys get things to work; please share it like the tutorials in the past

will help many people and draw many to XCP-ng and thus to Vates

The issue with tools right now is dependent on the version of Ubuntu you use. My cloud-init uses Ubuntu's cloud image, but it's 20.04 so I can apt-get the tools. Once the tools hit the repos you can simply add this to your cloud-init template on Xen Orchestra and they install.

package_update: true
packages:
  - xe-guest-utilities
package_upgrade: true

Echoing Oliver's statement, my basic cloud-init took me probably a full week on and off to get exactly how I wanted it to, but has worked flawlessly sense.

If you want to delve into a DIY cloud-init image, this was useful for me when fixing my template and may be of use:

https://www.youtube.com/watch?v=exeuvgPxd-E

that is the thing i dont want to have to be installing tools after every VM creation

anyone willing to share what worked for them will be great; something like post i mentioned in post

last time i tried with 20.04 it did not work; and i spent several days on that

something similar to this post (for ubuntu, centos) will be great and many people will get drawn to it

https://xen-orchestra.com/blog/centos-cloud-template-for-xenserver/

22.04: https://cloud-images.ubuntu.com/jammy/current/

You want to use the .OVA files. You'll likely need to install guest tools manually, but you can get everything up and running on 22.04 with this.

Otherwise, it's unrelated to XO, it's how to install/configure cloudinit.

Thanks