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docs: Update custom image instructions

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Now that the project relies on Ubuntu images, the documentation related
to the creation of a custom image has been updated. It's important to
note this procedure could be applied to any other distribution, given
that the package manager's commands would be slightly different.

Signed-off-by: Sebastien Boeuf <sebastien.boeuf@intel.com>
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Sebastien Boeuf 2020-07-02 17:45:17 +02:00
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docs/custom-image.md
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# How to create a custom Clear Linux image
# How to create a custom Ubuntu image
In the context of adding more utility to the cloudguest image being used
for integration testing, this is a quick guide on how to achieve the creation
of your own Clear Linux image using the official Clear Linux tooling.
## Prepare the environment
From the host, the goal is run a Clear Linux VM that will allow us to build
the custom image we want.
```bash
# Get latest CL version:
IMG_VERSION=$(curl https://download.clearlinux.org/latest)
# Get latest clear-kvm image:
wget -P $HOME/workloads/ https://download.clearlinux.org/current/clear-${IMG_VERSION}-kvm.img.xz
# Extract the image
unxz $HOME/workloads/clear-${IMG_VERSION}-kvm.img.xz
# Make sure cloud-hypervisor binary has CAP_NET_ADMIN capability set
sudo setcap cap_net_admin+ep cloud-hypervisor
# Boot cloud-hypervisor VM with the downloaded image
./cloud-hypervisor -v --kernel $HOME/workloads/vmlinux --disk path=clear-${IMG_VERSION}-kvm.img --cmdline "console=ttyS0 console=hvc0 reboot=k panic=1 nomodules root=/dev/vda3 rw" --cpus 1 --memory size=4G --net tap=,mac=
# Setup connectivity
# First make sure to enable IP forwarding (disabled on Linux by default)
sudo bash -c "echo 1 > /proc/sys/net/ipv4/ip_forward"
# Retrieve the interface name and the gateway IP
IFACE=$(ip route | grep default | awk -F 'dev' '{print $2}' | awk -F ' ' '{print $1}')
GW=$(ip route | grep vmtap0 | awk -F ' ' '{print $1}')
# Create a new masquerade rule to tag the packets going out
sudo iptables -t nat -A POSTROUTING -s ${GW} -o ${IFACE} -j MASQUERADE
```
In the context of adding more utilities to the Ubuntu cloud image being used
for integration testing, this quick guide details how to achieve the proper
modification of an official Ubuntu cloud image.
## Create the image
From the guest, we can now create the image.
Let's go through the steps on how to extend an official Ubuntu image. These
steps can be applied to other distributions (with a few changes regarding
package management).
### Get latest Ubuntu cloud image
```bash
# Setup connectivity
sudo ip addr add 192.168.249.2/24 dev enp0s3
sudo ip route add default via 192.168.249.1
# Install necessary bundles
sudo swupd bundle-add clr-installer
sudo swupd bundle-add os-installer
# Download and update cloudguest image configuration
wget https://download.clearlinux.org/current/config/image/cloudguest.yaml
sed -i '/size: \"864M\"/d' cloudguest.yaml
sed -i 's/\"800M\"/\"2G\"/g' cloudguest.yaml
sed -i 's/bootloader,/bootloader,\n curl,\n iperf,/g' cloudguest.yaml
sed -i 's/systemd-networkd-autostart/sysadmin-basic,\n systemd-networkd-autostart/g' cloudguest.yaml
# Create the custom cloudguest image
clr-installer -c cloudguest.yaml
# Make the guest accessible through ssh
sudo mkdir -p /etc/ssh
sudo bash -c "echo 'PermitRootLogin yes' >> /etc/ssh/sshd_config"
wget https://cloud-images.ubuntu.com/focal/current/focal-server-cloudimg-amd64.img
```
### Retrieve the image
Once the new image has been created and the guest is accessible through
`ssh`, it is time to retrieve the image from the host.
### Check the file format is QCOW2
```bash
# Retrieve new image (this is a raw image)
scp root@192.168.249.2:cloudguest.img .
mv cloudguest.img clear-cloudguest-raw.img
# Create the QCOW image from the RAW image
qemu-img convert -p -f raw -O qcow2 clear-cloudguest-raw.img clear-cloudguest.img
# Compress the QCOW image
xz -k -T $(nproc) clear-cloudguest.img
file focal-server-cloudimg-amd64.img
focal-server-cloudimg-amd64.img: QEMU QCOW2 Image (v2), 2361393152 bytes
```
### Convert QCOW2 into RAW
```bash
qemu-img convert -p -f qcow2 -O raw focal-server-cloudimg-amd64.img focal-server-cloudimg-amd64.raw
```
### Identify the Linux partition
The goal is to mount the image rootfs so that it can be modified as needed.
That's why we need to identify where the Linux filesystem partition is located
in the image.
```bash
sudo fdisk -l focal-server-cloudimg-amd64.raw
Disk focal-server-cloudimg-amd64.raw: 2.2 GiB, 2361393152 bytes, 4612096 sectors
Units: sectors of 1 * 512 = 512 bytes
Sector size (logical/physical): 512 bytes / 512 bytes
I/O size (minimum/optimal): 512 bytes / 512 bytes
Disklabel type: gpt
Disk identifier: A1171ABA-2BEA-4218-A467-1B2B607E5953
Device Start End Sectors Size Type
focal-server-cloudimg-amd64.raw1 227328 4612062 4384735 2.1G Linux filesystem
focal-server-cloudimg-amd64.raw14 2048 10239 8192 4M BIOS boot
focal-server-cloudimg-amd64.raw15 10240 227327 217088 106M EFI System
Partition table entries are not in disk order.
```
### Mount the Linux partition
```bash
mkdir -p /mnt
sudo mount -o loop,offset=$((227328 * 512)) focal-server-cloudimg-amd64.raw /mnt
```
### Change root directory
Changing the root directory will allow us to install new packages to the rootfs
contained by the cloud image.
```bash
sudo chroot /mnt
mount -t proc proc /proc
mount -t devpts devpts /dev/pts
```
### Install needed packages
In the context Cloud-Hypervisor's integration tests, we need several utilities.
Here is the way to install them for a Ubuntu image. This step is specific to
Ubuntu distributions.
```bash
apt update
apt install fio iperf iperf3 socat
```
### Remove snapd
This prevents snapd from trying to mount squashfs filesystem when the kernel
might not support it. This might be the case when the image is used with direct
kernel boot. This step is specific to Ubuntu distributions.
```bash
apt remove --purge snapd
```
### Cleanup the image
Leave no trace in the image before unmounting its content.
```bash
umount /dev/pts
umount /proc
history -c
exit
umount /mnt
```
### Rename the image
Renaming is important to identify this is a modified image.
```bash
mv focal-server-cloudimg-amd64.raw focal-server-cloudimg-amd64-custom.raw
```
### Create QCOW2 from RAW
Last step is to create the QCOW2 image back from the modified image.
```bash
qemu-img convert -p -f raw -O qcow2 focal-server-cloudimg-amd64-custom.raw focal-server-cloudimg-amd64-custom.qcow2
```
## Switch CI to use the new image
### Upload to Azure storage
The next step is to update the image stored as part of the Azure storage
account, replacing it with the newly created image. This will make this
new image available from the integration tests.
This is usually achieved through the web interface.
The next step is to update both images (QCOW2 and RAW) stored as part of the
Azure storage account, replacing them with the newly created ones. This will
make these new images available from the integration tests. This is usually
achieved through the web interface.
### Update integration tests
Last step is about updating the integration tests to work with this new image.
The key point is to identify the UUID of this new image so that it can be used
directly from the tests.
Proceed as follow to determine this UUID:
```bash
# Mount the image
sudo mount -o loop,offset=$((2048 * 512)) clear-cloudguest-raw.img /mnt/
# Identify UUID
sudo cat /mnt/loader/entries/Clear-linux-kvm-*.conf | grep "root=PARTUUID="
# Unmount the image
sudo umount /mnt
```
The key point is to identify where the Linux filesystem partition is located,
as we might need to update the direct kernel boot command line, replacing
`/dev/vda1` with the appropriate partition number.