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| author | Yuriy Andamasov <yuriy@vyos.io> | 2026-05-06 20:42:32 +0300 |
|---|---|---|
| committer | Yuriy Andamasov <yuriy@vyos.io> | 2026-05-06 20:42:32 +0300 |
| commit | 5d6fa52b8985f8068314aba26878a1d7d5cb84e5 (patch) | |
| tree | 99359ff282846e26b5c5fa2b9b176b35b172809f /docs/automation/md-cloud-init.md | |
| parent | 631e454d674ad5111d2b56a6964ead461894a1f6 (diff) | |
| download | vyos-documentation-5d6fa52b8985f8068314aba26878a1d7d5cb84e5.tar.gz vyos-documentation-5d6fa52b8985f8068314aba26878a1d7d5cb84e5.zip | |
feat: flip swap mechanism — MD as primary, RST as override (Phase 1)
This is the first of three phases inverting the per-page swap mechanism
so MD becomes the canonical primary and RST becomes the rare override.
Phase 1 — file renames + conf.py exclude_patterns flip only:
- Rename docs/**/md-<stem>.md to docs/**/<stem>.md (drop md- prefix)
for all 254 stems previously listed in docs/_swap.txt
- Rename docs/**/<stem>.rst to docs/**/rst-<stem>.rst (add rst- prefix)
for the same 254 stems
- Repurpose docs/_swap.txt as docs/_rst_overrides.txt; initially empty
comment-only since no pages need the RST fallback right now
- conf.py exclude_patterns flipped: rst-*.rst is now excluded by default
instead of md-*.md
- conf.py runtime-artifact references updated to _rst_override_state.json
and _md_exclude.txt (Phase 2 will rewrite swap_sources.py to produce
these names; for now no swap script runs because overrides list is empty)
Phase 2 (next commit on this branch) will rewrite scripts/swap_sources.py
with inverted rename direction, delete scripts/import_myst.py + tests, and
update tests/test_swap_sources.py for the new semantics.
Phase 3 will be the cleanup pass and ready-for-review flip.
Generated by robots https://vyos.io
Diffstat (limited to 'docs/automation/md-cloud-init.md')
| -rw-r--r-- | docs/automation/md-cloud-init.md | 378 |
1 files changed, 0 insertions, 378 deletions
diff --git a/docs/automation/md-cloud-init.md b/docs/automation/md-cloud-init.md deleted file mode 100644 index b6350b54..00000000 --- a/docs/automation/md-cloud-init.md +++ /dev/null @@ -1,378 +0,0 @@ ---- -lastproofread: '2026-04-13' ---- - -(cloud-init)= - -# VyOS cloud-init - -VyOS instances in cloud and virtualized environments are initialized using the -industry-standard `cloud-init`. Through `cloud-init`, VyOS injects SSH -keys, configures network settings, and applies custom configurations during the -initial instance boot. - -## Configuration sources - -VyOS `cloud-init` obtains configuration data from the following sources: - -- `meta-data`: Instance-specific details provided by the cloud platform or - hypervisor. In some cloud environments, this data is available via an HTTP - endpoint at `http://169.254.169.254`. -- `network configuration`: Network settings such as IP addresses, routes, and - DNS (only available on certain cloud and virtualization platforms). -- `user-data`: User-supplied CLI configuration commands. - -## User-data - -Major cloud providers support injecting `user-data` as plain text or base64 -encoding text during initial instance boot. As `user-data` has a strict size -limit of \~16384 bytes, long configuration command lists can be compressed using -`gzip`. - -The recommended method for configuring VyOS instances via `user-data` is to -use the `cloud-config` syntax described below. - -## Cloud-config modules - -By default, VyOS enables only two `cloud-config` modules: - -- `write_files`: Inserts user-provided files such as encryption keys, - certificates, or `config.boot` into the filesystem during the initial - instance boot. See [Cloud-init-write_files] for file syntax and file format - requirements. -- `vyos_userdata`: Executes user-provided CLI configuration commands during - the initial instance boot. - -The files to insert and the CLI commands to execute must be provided in a -`cloud-config` YAML file. - -## Cloud-config file format - -`cloud-config` files are written in YAML and must begin with the -`#cloud-config` line. Only `vyos_config_commands` and `write_files` are -supported as top-level keys. The use of these keys is described in the -following two sections. - -## Vyos_config_commands key - -Use the `vyos_config_commands` key to define configuration commands for -initializing your VyOS instance. Commands must follow the set-style syntax -and can include both `set` and `delete` statements. - -Syntax requirements: - -- Place one command per line. -- Enclose values in single quotes. -- Avoid single quotes within commands or values. - -Applying commands from `cloud-config` overrides both settings configured via -`meta-data` and default VyOS settings. After commands are applied, -`cloud-init` automatically performs `commit` and `save`. - -The following is an example of a `cloud-config` file: - -```yaml -#cloud-config -vyos_config_commands: - - set system host-name 'vyos-prod-ashburn' - - set service ntp server 1.pool.ntp.org - - set service ntp server 2.pool.ntp.org - - delete interfaces ethernet eth1 address 'dhcp' - - set interfaces ethernet eth1 address '192.0.2.247/24' - - set protocols static route 198.51.100.0/24 next-hop '192.0.2.1' -``` - - -### Instance defaults/fallbacks - -If no external configuration data is provided, VyOS applies the following -defaults: - -- **SSH:** port 22. -- **Credentials:** `vyos`/`vyos`. -- **Networking:** DHCP is enabled on the first Ethernet interface. - -All defaults can be overridden via `user-data` configurations. - -## Write_files key - -VyOS allows you to run custom scripts during the initial instance boot to -execute operational, configuration, and standard Linux commands. - -Use the `write_files` key to insert these scripts into the -`/opt/vyatta/etc/config/scripts/` directory. - -Depending on when your commands need to run, use one of the following paths: - -- `/opt/vyatta/etc/config/scripts/vyos-preconfig-bootup.script`: Commands - defined here are executed before the system configuration is applied. -- `/opt/vyatta/etc/config/scripts/vyos-postconfig-bootup.script`: Commands - defined here are executed after the system configuration is applied. - -In both cases, commands are executed with `root` privileges. - -:::{note} -Use the `/opt/vyatta/etc/config/` path instead of `/config/scripts/` as -referenced in the {ref}`command-scripting` section. The `/config/scripts/` -directory is not mounted when the `write_files` module runs. -::: - -The following example shows how to use `write_files` to execute an -operational command **after** the initial configuration is complete: - -```yaml -#cloud-config -write_files: - - path: /opt/vyatta/etc/config/scripts/vyos-postconfig-bootup.script - owner: root:vyattacfg - permissions: '0775' - content: | - #!/bin/vbash - source /opt/vyatta/etc/functions/script-template - filename=/tmp/bgp_status_`date +"%Y_%m_%d_%I_%M_%p"`.log - run show ip bgp summary >> $filename -``` - -You can combine standard Linux commands to fetch data and VyOS configuration -commands (like `set` and `commit`) in the same script. - -The following example sets the `hostname` based on the instance identifier -obtained from the EC2 Instance Metadata Service (IMDS). - -```yaml -#cloud-config -write_files: - - path: /opt/vyatta/etc/config/scripts/vyos-postconfig-bootup.script - owner: root:vyattacfg - permissions: '0775' - content: | - #!/bin/vbash - source /opt/vyatta/etc/functions/script-template - hostname=`curl -s http://169.254.169.254/latest/meta-data/instance-id` - configure - set system host-name $hostname - commit - exit -``` - - -## NoCloud - -Injecting configuration data is not limited to cloud platforms. The NoCloud -data source allows you to inject `user-data` and `meta-data` on -virtualization platforms such as VMware, Hyper-V, and KVM. - -The simplest way to use the NoCloud data source is to create a `seed.iso` -file and attach it to the virtual machine as a CD drive. The volume must be -formatted as a VFAT or ISO 9660 file system with the label `cidata` or -`CIDATA`. - -Create text files named `user-data` and `meta-data`. On Linux-based -systems, use the `mkisofs` utility to create the `seed.iso` file. The -following syntax adds these files to the ISO 9660 file system: - -```none -mkisofs -joliet -rock -volid "cidata" -output seed.iso meta-data user-data -``` - -Once generated, attach the `seed.iso` file to your virtual machine. The -following example shows how to attach the file as a CD drive using KVM: - -```none -$ virt-install -n vyos_r1 \ - --ram 4096 \ - --vcpus 2 \ - --cdrom seed.iso \ - --os-type linux \ - --os-variant debian10 \ - --network network=default \ - --graphics vnc \ - --hvm \ - --virt-type kvm \ - --disk path=/var/lib/libvirt/images/vyos_kvm.qcow2,bus=virtio \ - --import \ - --noautoconsole -``` - -For more information on the NoCloud data source, visit the [NoCloud] page in -the `cloud-init` documentation. - -## Troubleshooting - -If your configuration does not apply as expected, follow these troubleshooting -steps: - -1. **Validate your YAML**: Ensure your `cloud-config` file follows proper - YAML syntax. Online resources such as [YAML Lint](https://www.yamllint.com/) - provide simple validation tools. -2. **Check the logs**: `cloud-init` writes logs to `/var/log/cloud-init.log`. - Filter for VyOS-specific entries using: - -```none -sudo grep vyos /var/log/cloud-init.log -``` - - -## Cloud-init on Proxmox - -Before you begin, review the `cloud-init` [network-config-docs] to -understand how to import user and network configuration data. - -Key considerations: - -- Define VyOS configuration commands in the `user-data` file. -- Avoid including network configuration data in the `user-data` file. -- If no network configuration data is provided, the DHCP client is enabled on - the first interface. This happens at the OS level and is not reflected in the - VyOS CLI. - -The following example shows how to disable the DHCP client on `eth0` to -address this behavior. - -In this example: - -- **Proxmox IP address**: `192.168.0.253/24`. -- **Storage**: The `local` volume is mounted at `/var/lib/vz` and contains - all content types, including snippets. - -The goal is to remove the default DHCP client from the first interface and -apply a custom configuration during the initial instance boot using -`cloud-init`. - -### Generate .qcow2 image - -First, generate a VyOS `.qcow2` image with `cloud-init` support from the -[vyos-vm-images] repository: - -1. Clone the `vyos-vm-images` repository and comment out the `download-iso` - role in `qemu.yml`. -2. Download your preferred VyOS `.iso` file and save it as `/tmp/vyos.iso`. -3. Generate the `.qcow2` image (using a 10G disk size for this example): - -```sh -sudo ansible-playbook qemu.yml -e disk_size=10 \ - -e iso_local=/tmp/vyos.iso -e grub_console=serial -e vyos_version=1.5.0 \ - -e cloud_init=true -e cloud_init_ds=NoCloud -``` - -This generates your new image at `/tmp/vyos-1.5.0-cloud-init-10G-qemu.qcow2`. - -4. Copy the resulting image to the Proxmox server: - -```sh -sudo scp /tmp/vyos-1.5.0-cloud-init-10G-qemu.qcow2 root@192.168.0.253:/tmp/ -``` - - -### Prepare cloud-init files - -Create the following files on your Proxmox server to proceed with this setup: - -- `user-data`: Contains VyOS configuration commands. -- `network-config`: Disables the DHCP client on the first interface. -- `meta-data`: An empty file (required by `cloud-init`). - -All files must be placed in the `/tmp/` directory. - -Follow these steps to create the required files: - -1. Navigate to the `/tmp/` directory: - - ```sh - cd /tmp/ - ``` - -2. Create the `user-data` file. Begin the file with `#cloud-config` and - include VyOS configuration commands. - - ```none - #cloud-config - vyos_config_commands: - - set system host-name 'vyos-BRAS' - - set service ntp server '1.pool.ntp.org' - - set service ntp server '2.pool.ntp.org' - - delete interfaces ethernet eth0 address 'dhcp' - - set interfaces ethernet eth0 address '198.51.100.2/30' - - set interfaces ethernet eth0 description 'WAN - ISP01' - - set interfaces ethernet eth1 address '192.168.25.1/24' - - set interfaces ethernet eth1 description 'Coming through VLAN 25' - - set interfaces ethernet eth2 address '192.168.26.1/24' - - set interfaces ethernet eth2 description 'Coming through VLAN 26' - - set protocols static route 0.0.0.0/0 next-hop '198.51.100.1' - ``` - -3. Create the `network-config` file. Include the following: - - ```none - version: 2 - ethernets: - eth0: - dhcp4: false - dhcp6: false - ``` - -4. Create the required empty `meta-data` file. - -### Create seed.iso - -Once you have created the necessary files, generate the `seed.iso` image and -mount it as a CD drive to the new VM. - -```sh -mkisofs -joliet -rock -volid "cidata" -output seed.iso meta-data \ -user-data network-config -``` - -:::{note} -Be careful while copying and pasting the above commands. Double quotes may need -to be corrected. -::: - -### Create the VM - -Note that the following settings apply to this particular example and may -require adjustment for other setups: - -- **VM ID**: `555`. -- **VM and .iso file storage**: The local volume (`directory` type, - mounted at `/var/lib/vz`). -- **VM resources**: Can be modified as needed. - -The `seed.iso` file was previously created in the `/tmp/` directory. Move -it to `/var/lib/vz/template/iso`: - -```sh -mv /tmp/seed.iso /var/lib/vz/template/iso/ -``` - -On the Proxmox server: - -```none -## Create VM, import disk and define boot order -qm create 555 --name vyos-1.5.0-cloudinit --memory 1024 --net0 virtio,bridge=vmbr0 -qm importdisk 555 vyos-1.5.0-cloud-init-10G-qemu.qcow2 local -qm set 555 --virtio0 local:555/vm-555-disk-0.raw -qm set 555 --boot order=virtio0 - -## Import seed.iso for cloud init -qm set 555 --ide2 media=cdrom,file=local:iso/seed.iso - -## Since this server has 1 nic, lets add network intefaces (vlan 25 and 26) -qm set 555 --net1 virtio,bridge=vmbr0,firewall=1,tag=25 -qm set 555 --net2 virtio,bridge=vmbr0,firewall=1,tag=26 -``` - - -### Power on and verify the VM - -Power on the VM using the CLI or GUI. After it boots, verify the configuration. - -### References - -- Cloud-init [network-config-docs]. -- Proxmox [Cloud-init-Support]. -[cloud-init-support]: <https://pve.proxmox.com/pve-docs/pve-admin-guide.html#qm_cloud_init> -[cloud-init-write_files]: https://cloudinit.readthedocs.io/en/latest/topics/examples.html#writing-out-arbitrary-files -[network-config-docs]: https://cloudinit.readthedocs.io/en/latest/topics/network-config.html -[nocloud]: https://cloudinit.readthedocs.io/en/latest/reference/datasources/nocloud.html -[vyos-vm-images]: https://github.com/vyos/vyos-vm-images |
