description: "Using Packer and Vault to build VM templates for my Proxmox homelab."
featured: false
toc: true
reply: true
categories: Code
tags:
- homelab
- iac
- linux
- packer
- proxmox
- tailscale
- vault
---
I've been [using Proxmox](/ditching-vsphere-for-proxmox/) in my [homelab](/homelab/) for a while now, and I recently expanded the environment with two HP EliteMini 800 G9 computers. It was time to start automating the process of building and maintaining my VM templates. I already had functional [Packer templates for VMware](https://github.com/jbowdre/packer-vsphere-templates) so I used that as a starting point for the [Proxmox builds](https://github.com/jbowdre/packer-proxmox-templates). So far, I've only ported over the Ubuntu builds; I'm telling myself I'll get the rest moved over after *finally* publishing this post.
Once I got the builds working locally, I explored how to automate them. I set up a GitHub Actions workflow and a rootless runner to perform the builds for me. I wrote up some notes on that part of the process [here](/automate-packer-builds-github-actions/), but first, let's run through how I set up Packer. That will be plenty to chew on for now.
This post will cover a lot of the Packer implementation details but may gloss over some general setup steps; you'll need at least a passing familiarity with [Packer](https://www.packer.io/) and [Vault](https://www.vaultproject.io/) to take this on.
### Component Overview
There are several important parts to this setup, so let's start by quickly running through those:
- a **Proxmox host** to serve the virtual infrastructure and provide compute for the new templates,
- a **Vault instance** running in a container in the lab to hold the secrets needed for the builds,
- and some **Packer content** for actually building the templates.
### Proxmox Setup
The only configuration I did on the Proxmox side was to [create a user account](https://pve.proxmox.com/pve-docs/chapter-pveum.html#pveum_users) that Packer could use. I called it `packer` but didn't set a password for it. Instead, I set up an [API token](https://pve.proxmox.com/pve-docs/chapter-pveum.html#pveum_tokens) for that account, making sure to **uncheck** the "Privilege Separation" box so that the token would inherit the same permissions as the user itself.
To use the token, I needed the ID (in the form `USERNAME@REALM!TOKENNAME`) and the UUID-looking secret, which is only displayed once, so I made sure to record it in a safe place.
Speaking of privileges, the [Proxmox ISO integration documentation](https://developer.hashicorp.com/packer/integrations/hashicorp/proxmox/latest/components/builder/iso) doesn't offer any details on the minimum required permissions, and none of my attempts worked until I eventually assigned the Administrator role to the `packer` user. I plan on doing more testing to narrow the scope before running this in production, but this will do for my homelab purposes.
Otherwise, I just needed to figure out the details like which network bridge, ISO storage, and VM storage the Packer-built VMs should use.
### Vault Configuration
I use [Vault](https://github.com/hashicorp/vault) to hold the configuration details for the template builds - not just traditional secrets like usernames and passwords, but basically every environment-specific setting as well. This approach lets others use my Packer code without having to change much (if any) of it; every value that I expect to change between environments is retrieved from Vault at runtime.
Because this is just a homelab, I'm using [Vault in Docker](https://hub.docker.com/r/hashicorp/vault), and I'm making it available within my tailnet with [Tailscale Serve](/tailscale-serve-docker-compose-sidecar/) using the following `docker-compose.yaml`
```yaml
# torchlight! {"lineNumbers":true}
services:
tailscale:
image: tailscale/tailscale:latest
container_name: vault-tailscaled
restart: unless-stopped
environment:
TS_AUTHKEY: ${TS_AUTHKEY:?err}
TS_HOSTNAME: vault
TS_STATE_DIR: "/var/lib/tailscale/"
TS_SERVE_CONFIG: /config/serve-config.json
volumes:
- ./ts_data:/var/lib/tailscale/
- ./serve-config.json:/config/serve-config.json
vault:
image: hashicorp/vault
container_name: vault
restart: unless-stopped
environment:
VAULT_ADDR: 'https://0.0.0.0:8200'
cap_add:
- IPC_LOCK
volumes:
- ./data:/vault/data
- ./config:/vault/config
- ./log:/vault/log
command: vault server -config=/vault/config/vault.hcl
network_mode: "service:tailscale"
```
I use the following `./config/vault.hcl` to set the Vault server configuration:
```hcl
ui = true
listener "tcp" {
address = "0.0.0.0:8200"
tls_disable = "true"
}
storage "file" {
path = "/vault/data"
}
```
And this `./serve-config.json` to tell Tailscale that it should proxy the Vault container's port `8200` and make it available on my tailnet at `https://vault.tailnet-name.ts.net/`:
```json
# torchlight! {"lineNumbers":true}
{
"TCP": {
"443": {
"HTTPS": true
}
},
"Web": {
"vault.tailnet-name.ts.net:443": {
"Handlers": {
"/": {
"Proxy": "http://127.0.0.1:8200"
}
}
}
}
}
```
After performing the initial Vault setup, I then created a [kv-v2](https://developer.hashicorp.com/vault/docs/secrets/kv/kv-v2) secrets engine for Packer to use:
I defined a [policy](https://developer.hashicorp.com/vault/docs/concepts/policies) which will grant the bearer read-only access to the data stored in the `packer` secrets as well as the ability to create and update its own token:
```shell
cat <<EOF|vaultpolicywritepacker-
path "packer/*" {
capabilities = ["read", "list"]
}
path "auth/token/renew-self" {
capabilities = ["update"]
}
path "auth/token/create" {
capabilities = ["create", "update"]
}
EOF # [tl! .cmd:-12,1]
Success! Uploaded policy: packer2 # [tl! .nocopy]
```
Now I just need to create a token attached to the policy:
| `api_url` | `https://prox.tailnet-name.ts.net/api2/json/` | URL to the Proxmox API |
| `insecure_connection` | `true` | set to `false` if your Proxmox host has a valid certificate |
| `iso_path` | `local:iso` | path for (existing) ISO storage |
| `iso_storage_pool` | `local` | pool for storing created/uploaded ISOs |
| `network_bridge` | `vmbr0` | bridge the VM's NIC will be attached to |
| `node` | `proxmox1` | node name where the VM will be built |
| `token_id` | `packer@pve!packer` | ID for an [API token](https://pve.proxmox.com/wiki/User_Management#pveum_tokens), in the form `USERNAME@REALM!TOKENNAME` |
| `token_secret` | `3fc69f[...]d2077eda` | secret key for the token |
| `vm_storage_pool` | `zfs-pool` | storage pool where the VM will be created |
`linux` holds values for the created VM template(s)
| `bootloader_password` | `bootplease` | Grub bootloader password to set |
| `password_hash` | `$6$rounds=4096$NltiNLKi[...]a7Shax41` | hash of the build account's password (example generated with `mkpasswd -m sha512crypt -R 4096`) |
| `public_key` | `ssh-ed25519 AAAAC3NzaC1[...]lXLUI5I40 admin@example.com` | SSH public key for the user |
| `username` | `admin` | build account username |
### Packer Content
The layout of my [Packer Proxmox repo](https://github.com/jbowdre/packer-proxmox-templates/) looks something like this:
```text
.
├── builds
│ └── linux
│ └── ubuntu
│ ├── 22-04-lts
│ │ ├── data
│ │ │ ├── meta-data
│ │ │ └── user-data.pkrtpl.hcl
│ │ ├── hardening.sh
│ │ ├── linux-server.auto.pkrvars.hcl
│ │ ├── linux-server.pkr.hcl
│ │ └── variables.pkr.hcl
│ └── 24-04-lts [tl! collapse:7 ]
│ ├── data
│ │ ├── meta-data
│ │ └── user-data.pkrtpl.hcl
│ ├── hardening.sh
│ ├── linux-server.auto.pkrvars.hcl
│ ├── linux-server.pkr.hcl
│ └── variables.pkr.hcl
├── certs
├── scripts
│ └── linux [tl! collapse:16 ]
│ ├── cleanup-cloud-init.sh
│ ├── cleanup-packages.sh
│ ├── cleanup-subiquity.sh
│ ├── configure-pam_mkhomedir.sh
│ ├── configure-sshd.sh
│ ├── disable-multipathd.sh
│ ├── generalize.sh
│ ├── install-ca-certs.sh
│ ├── install-cloud-init.sh
│ ├── join-domain.sh
│ ├── persist-cloud-init-net.sh
│ ├── prune-motd.sh
│ ├── set-homedir-privacy.sh
│ ├── update-packages.sh
│ ├── wait-for-cloud-init.sh
│ └── zero-disk.sh
├── build.sh
└── vault-env.sh
```
-`.github/` holds the actions and workflows that will perform the automated builds. I'll cover this later.
-`builds/` contains subfolders for OS types (Linux or Windows (eventually)) and then separate subfolders for each flavor.
-`linux/ubuntu/22-04-lts/` holds everything related to the Ubuntu 22.04 build:
-`data/meta-data` is an empty placeholder,
-`data/user-data.pkrtpl.hcl` is a template file for `cloud-init` to perform the initial install,
-`hardening.sh` is a script to perform basic security hardening,
-`variables.pkr.hcl` describes all the variables for the build,
-`linux-server.auto.pkrvars.hcl` assigns values to each of those variables, and
-`linux-server.pkr.hcl` details the steps for actually performing the build.
-`certs/` is empty in my case but could contain CA certificates that need to be installed in the template.
-`scripts/linux/` contains a variety of scripts that will be executed by Packer as part of the build.
-`build.sh` is a wrapper script which helps with running the builds locally.
-`vault-env.sh` exports variables for connecting to my Vault instance for use by `build.sh`.
#### Input Variable Definitions
Let's take a quick look at the variable definitions in `variables.pkr.hcl` first. All it does is define the available variables along with their type, provide a brief description about what the variable should hold or be used for, and set sane defaults for some of them.
{{% notice note "Input Variables and Local Variables" %}}
There are two types of variables used with Packer:
- **[Input Variables](https://developer.hashicorp.com/packer/docs/templates/hcl_templates/variables)** may have defined defaults, can be overridden, but cannot be changed after that initial override. They serve as build parameters, allowing aspects of the build to be altered without having to change the source code.
- **[Local Variables](https://developer.hashicorp.com/packer/docs/templates/hcl_templates/locals)** are useful for assigning a name to an expression. These expressions are evaluated at runtime and can work with input variables, other local variables, data sources, and built-in functions.
Input variables are great for those predefined values, while local variables can be really handy for stuff that needs to be more dynamic.
{{% /notice %}}
```hcl
# torchlight! {"lineNumbers":true}
/*
Ubuntu Server 22.04 LTS variables using the Packer Builder for Proxmox.
*/
// BLOCK: variable
// Defines the input variables.
// Virtual Machine Settings
variable "remove_cdrom" {
type = bool
description = "Remove the virtual CD-ROM(s)."
default = true
}
variable "vm_name" {
type = string
description = "Name of the new template to create."
}
variable "vm_cpu_cores" {
type = number
description = "The number of virtual CPUs cores per socket. (e.g. '1')"
}
variable "vm_cpu_count" {
type = number
description = "The number of virtual CPUs. (e.g. '2')"
}
variable "vm_cpu_type" { # [tl! collapse:start]
type = string
description = "The virtual machine CPU type. (e.g. 'host')"
}
variable "vm_disk_size" {
type = string
description = "The size for the virtual disk (e.g. '60G')"
default = "60G"
}
variable "vm_bios_type" {
type = string
description = "The virtual machine BIOS type (e.g. 'ovmf' or 'seabios')"
default = "ovmf"
}
variable "vm_guest_os_keyboard" {
type = string
description = "The guest operating system keyboard input."
default = "us"
}
variable "vm_guest_os_language" {
type = string
description = "The guest operating system lanugage."
default = "en_US"
}
variable "vm_guest_os_timezone" {
type = string
description = "The guest operating system timezone."
default = "UTC"
}
variable "vm_guest_os_type" {
type = string
description = "The guest operating system type. (e.g. 'l26' for Linux 2.6+)"
}
variable "vm_mem_size" {
type = number
description = "The size for the virtual memory in MB. (e.g. '2048')"
}
variable "vm_network_model" {
type = string
description = "The virtual network adapter type. (e.g. 'e1000', 'vmxnet3', or 'virtio')"
default = "virtio"
}
variable "vm_scsi_controller" {
type = string
description = "The virtual SCSI controller type. (e.g. 'virtio-scsi-single')"
default = "virtio-scsi-single"
}
// VM Guest Partition Sizes
variable "vm_guest_part_audit" {
type = number
description = "Size of the /var/log/audit partition in MB."
}
variable "vm_guest_part_boot" {
type = number
description = "Size of the /boot partition in MB."
}
variable "vm_guest_part_efi" {
type = number
description = "Size of the /boot/efi partition in MB."
}
variable "vm_guest_part_home" {
type = number
description = "Size of the /home partition in MB."
}
variable "vm_guest_part_log" {
type = number
description = "Size of the /var/log partition in MB."
}
variable "vm_guest_part_root" {
type = number
description = "Size of the /var partition in MB. Set to 0 to consume all remaining free space."
default = 0
}
variable "vm_guest_part_swap" {
type = number
description = "Size of the swap partition in MB."
}
variable "vm_guest_part_tmp" {
type = number
description = "Size of the /tmp partition in MB."
}
variable "vm_guest_part_var" {
type = number
description = "Size of the /var partition in MB."
}
variable "vm_guest_part_vartmp" {
type = number
description = "Size of the /var/tmp partition in MB."
}
// Removable Media Settings
variable "cd_label" {
type = string
description = "CD Label"
default = "cidata"
}
variable "iso_checksum_type" {
type = string
description = "The checksum algorithm used by the vendor. (e.g. 'sha256')"
}
variable "iso_checksum_value" {
type = string
description = "The checksum value provided by the vendor."
}
variable "iso_file" {
type = string
description = "The file name of the ISO image used by the vendor. (e.g. 'ubuntu-<version>-live-server-amd64.iso')"
}
variable "iso_url" {
type = string
description = "The URL source of the ISO image. (e.g. 'https://mirror.example.com/.../os.iso')"
}
// Boot Settings
variable "vm_boot_command" {
type = list(string)
description = "The virtual machine boot command."
default = []
}
variable "vm_boot_wait" {
type = string
description = "The time to wait before boot."
}
// Communicator Settings and Credentials
variable "build_remove_keys" {
type = bool
description = "If true, Packer will attempt to remove its temporary key from ~/.ssh/authorized_keys and /root/.ssh/authorized_keys"
default = true
}
variable "communicator_insecure" {
type = bool
description = "If true, do not check server certificate chain and host name"
default = true
}
variable "communicator_port" {
type = string
description = "The port for the communicator protocol."
}
variable "communicator_ssl" {
type = bool
description = "If true, use SSL"
default = true
}
variable "communicator_timeout" {
type = string
description = "The timeout for the communicator protocol."
}
// Provisioner Settings
variable "cloud_init_apt_packages" {
type = list(string)
description = "A list of apt packages to install during the subiquity cloud-init installer."
default = []
}
variable "cloud_init_apt_mirror" {
type = string
description = "Sets the default apt mirror during the subiquity cloud-init installer."
default = ""
}
variable "post_install_scripts" {
type = list(string)
description = "A list of scripts and their relative paths to transfer and run after OS install."
default = []
}
variable "pre_final_scripts" {
type = list(string)
description = "A list of scripts and their relative paths to transfer and run before finalization."
default = []
} # [tl! collapse:end]
```
(Collapsed because I think you get the idea, but feel free to expand to view the whole thing.)
#### Input Variable Assignments
Now that I've told Packer about the variables I intend to use, I can then go about setting values for those variables. That's done in the `linux-server.auto.pkrvars.hcl` file. I've highlighted the most interesting bits:
```hcl
# torchlight! {"lineNumbers":true}
/* #
Ubuntu Server 22.04 LTS variables used by the Packer Builder for Proxmox.
As you can see, this sets up a lot of the properties which aren't strictly environment-specific, like:
- partition sizes (ll. 14-23),
- virtual hardware settings (ll. 26-34),
- the hash and URL for the installer ISO (ll. 37-40),
- the command to be run at first boot to start the installer in unattended mode (ll. 47-53),
- a list of packages to install during the `cloud-init` install phase, primarily the sort that might be needed during later steps (ll. 62-67),
- a list of scripts to execute after `cloud-init` (ll. 71-78),
- and a list of scripts to run at the very end of the process (ll. 82-86).
We'll look at the specifics of those scripts shortly, but first...
#### Packer Build File
Let's explore the Packer build file, `linux-server.pkr.hcl`, which is the set of instructions used by Packer for performing the deployment. It's what ties everything else together.
This one is kind of complex, so we'll take it a block or two at a time.
It starts by setting the required minimum version of Packer and identifying what plugins (and versions) will be used to perform the build. I'm using the [Packer plugin for Proxmox](https://github.com/hashicorp/packer-plugin-proxmox) for executing the build on Proxmox, and the [Packer SSH key plugin](https://github.com/ivoronin/packer-plugin-sshkey) to simplify handling of SSH keys (we'll see how in the next block).
```hcl
# torchlight! {"lineNumbers":true}
/* #
Ubuntu Server 22.04 LTS template using the Packer Builder for Proxmox.
*/
// BLOCK: packer
// The Packer configuration.
packer {
required_version = ">= 1.9.4" # [tl! ~~]
required_plugins {
proxmox = { # [tl! ~~:2]
version = ">= 1.1.8"
source = "github.com/hashicorp/proxmox"
}
ssh-key = { # [tl! ~~:2]
version = "= 1.0.3"
source = "github.com/ivoronin/sshkey"
}
}
}
```
This bit creates the `sshkey` data resource which uses the SSH plugin to generate a new SSH keypair to be used during the build process:
This first set of `locals {}` blocks take advantage of the dynamic nature of local variables. They call the [`vault` function](https://developer.hashicorp.com/packer/docs/templates/hcl_templates/functions/contextual/vault) to retrieve secrets from Vault and hold them as local variables. It's broken into a section for "standard" variables, which just hold configuration information like URLs and usernames, and one for "sensitive" variables like passwords and API tokens. The sensitive ones get `sensitive = true` to make sure they won't be printed in the logs anywhere.
// To retrieve secrets from Vault, the following environment variables MUST be defined:
// - VAULT_ADDR : base URL of the Vault server ('https://vault.example.com/')
// - VAULT_TOKEN : token ID with rights to read/list
//
// Syntax for the vault() call:
// vault("SECRET_ENGINE/data/SECRET_NAME", "KEY")
//
// Standard configuration values:
locals { # [tl! ~~:10]
build_public_key = vault("packer/data/linux", "public_key") // SSH public key for the default admin account
build_username = vault("packer/data/linux", "username") // Username for the default admin account
proxmox_url = vault("packer/data/proxmox", "api_url") // Proxmox API URL
proxmox_insecure_connection = vault("packer/data/proxmox", "insecure_connection") // Allow insecure connections to Proxmox
proxmox_node = vault("packer/data/proxmox", "node") // Proxmox node to use for the build
proxmox_token_id = vault("packer/data/proxmox", "token_id") // Proxmox token ID
proxmox_iso_path = vault("packer/data/proxmox", "iso_path") // Path to the ISO storage
proxmox_vm_storage_pool = vault("packer/data/proxmox", "vm_storage_pool") // Proxmox storage pool to use for the build
proxmox_iso_storage_pool = vault("packer/data/proxmox", "iso_storage_pool") // Proxmox storage pool to use for the ISO
proxmox_network_bridge = vault("packer/data/proxmox", "network_bridge") // Proxmox network bridge to use for the build
}
// Sensitive values:
local "bootloader_password"{ # [tl! ~~10]
expression = vault("packer/data/linux", "bootloader_password") // Password to set for the bootloader
sensitive = true
}
local "build_password_hash" {
expression = vault("packer/data/linux", "password_hash") // Password hash for the default admin account
sensitive = true
}
local "proxmox_token_secret" {
expression = vault("packer/data/proxmox", "token_secret") // Token secret for authenticating to Proxmox
sensitive = true
}
////////////////// End Vault Locals //////////////////
```
And the next `locals {}` block leverages other expressions to:
- dynamically set `local.build_date` to the current time (l. 70),
- combine individual string variables, like `local.iso_checksum` and `local.iso_path` (ll. 73-74),
- capture the keypair generated by the SSH key plugin (ll. 75-76),
- and use the [`templatefile()` function](https://developer.hashicorp.com/packer/docs/templates/hcl_templates/functions/file/templatefile) to process the `cloud-init` config file and insert appropriate variables (ll. 77-100)
The `source {}` block is where we get to the meat of the operation; it handles the actual creation of the virtual machine. This matches the input and local variables to the Packer options that tell it:
- how to connect and authenticate to the Proxmox host (ll. 110-113, 116),
- what virtual hardware settings the VM should have (ll. 119-141),
- that `local.data_source_content` (which contains the rendered `cloud-init` configuration - we'll look at that in a moment) should be mounted as a virtual CD-ROM device (ll. 144-149),
- to download and verify the installer ISO from `var.iso_url`, save it to `local.proxmox_iso_storage_pool`, and mount it as the primary CD-ROM device (ll. 150-155),
- what command to run at boot to start the install process (l. 159),
- and how to communicate with the VM once the install is underway (ll. 163-168).
By this point, we've got a functional virtual machine running on the Proxmox host but there are still some additional tasks to perform before it can be converted to a template. That's where the `build {}` block comes in: it connects to the VM and runs a few `provisioner` steps:
- The `file` provisioner is used to copy any certificate files into the VM at `/tmp` (ll. 181-182) and to copy the [`join-domain.sh` script](https://github.com/jbowdre/packer-proxmox-templates/blob/main/scripts/linux/join-domain.sh) into the initial user's home directory (ll. 186-187).
- The first `shell` provisioner loops through and executes all the scripts listed in `var.post_install_scripts` (ll. 191-193). The last script in that list (`update-packages.sh`) finishes with a reboot for good measure.
- The second `shell` provisioner (ll. 197-203) waits for 30 seconds for the reboot to complete before it picks up with the remainder of the scripts, and it passes in the bootloader password for use by the hardening script.
Now let's back up a bit and drill into that `cloud-init` template file, `builds/linux/ubuntu/22-04-lts/data/user-data.pkrtpl.hcl`, which is loaded during the `source {}` block to tell the OS installer how to configure things on the initial boot.
The file follows the basic YAML-based syntax of a standard [cloud config file](https://cloudinit.readthedocs.io/en/latest/reference/examples.html), but with some [HCL templating](https://developer.hashicorp.com/packer/docs/templates/hcl_templates/functions/file/templatefile) to pull in certain values from elsewhere.
Some of the key tasks handled by this configuration include:
- stopping the SSH server (l. 10),
- setting the hostname (l. 12), inserting username and password (ll. 13-14),
- installing a templated list of packages (ll. 30-35),
- inserting a templated list of SSH public keys (ll. 39-44),
- installing all package updates, disabling root logins, and setting the timezone (ll. 206-208)
- and other needful things like setting up drive partitioning.
`cloud-init` will reboot the VM once it completes, and when it comes back online it will have a DHCP-issued IP address and the accounts/credentials needed for Packer to log in via SSH and continue the setup in the `build {}` block.
After the `cloud-init` setup is completed, Packer control gets passed to the `build {}` block and the provisioners there run through a series of scripts to perform additional configuration of the guest OS. I split the scripts into two sets, which I called `post_install_scripts` and `pre_final_scripts`, with a reboot that happens in between them.
##### Post Install
The post-install scripts run after the `cloud-init` installation has completed, and (depending on the exact Linux flavor) may include:
1.`wait-for-cloud-init.sh`, which just checks to confirm that `cloud-init` has truly finished before proceeding:
```shell
# torchlight! {"lineNumbers":true}
#!/usr/bin/env bash
# waits for cloud-init to finish before proceeding
set -eu
echo '>> Waiting for cloud-init...'
while [ ! -f /var/lib/cloud/instance/boot-finished ]; do
sleep 1
done
```
2.`cleanup-subiquity.sh` to remove the default network configuration generated by the Ubuntu installer:
```shell
# torchlight! {"lineNumbers":true}
#!/usr/bin/env bash
# cleans up cloud-init config from subiquity
set -eu
if [ -f /etc/cloud/cloud.cfg.d/99-installer.cfg ]; then
sudo rm /etc/cloud/cloud.cfg.d/99-installer.cfg
echo '>> Deleting subiquity cloud-init config...'
fi
if [ -f /etc/cloud/cloud.cfg.d/subiquity-disable-cloudinit-networking.cfg ]; then
3.`install-ca-certs.sh` to install any trusted CA certs which were in the `certs/` folder of the Packer environment and copied to `/tmp/certs/` in the guest:
```shell
# torchlight! {"lineNumbers":true}
#!/usr/bin/env bash
# installs trusted CA certs from /tmp/certs/
set -eu
if awk -F= '/^ID/{print $2}' /etc/os-release | grep -q debian; then
After the reboot, the process picks back up with the pre-final scripts.
##### Pre-Final
1.`cleanup-cloud-init.sh` performs a [`clean`](https://cloudinit.readthedocs.io/en/latest/reference/cli.html#clean) action to get the template ready to be re-used:
```shell
# torchlight! {"lineNumbers":true}
#!/usr/bin/env bash
# cleans up cloud-init state
set -eu
echo '>> Cleaning up cloud-init state...'
sudo cloud-init clean -l
```
2.`cleanup-packages.sh` uninstalls packages and kernel versions which are no longer needed:
```shell
# torchlight! {"lineNumbers":true}
#!/usr/bin/env bash
# cleans up unneeded packages to reduce the size of the image
set -eu
if awk -F= '/^ID/{print $2}' /etc/os-release | grep -q debian; then
3.`build/linux/22-04-lts/hardening.sh` is a build-specific script to perform basic hardening tasks toward the CIS Level 2 server benchmark. It doesn't have a lot of fancy logic because it is *only intended to be run during this package process* when it's making modifications from a known state. It's long, so I won't repost it here, and I may end up writing a separate post specifically about this hardening process, but you're welcome to view the full script for [Ubuntu 22.04 here](https://github.com/jbowdre/packer-proxmox-templates/blob/main/builds/linux/ubuntu/22-04-lts/hardening.sh).
4.`zero-disk.sh` fills a file with zeroes until the disk runs out of space, and then removes it, resulting in a reduced template image size:
```shell
# torchlight! {"lineNumbers":true}
#!/usr/bin/env bash
# zeroes out free space to reduce disk size
set -eu
echo '>> Zeroing free space to reduce disk size...'
5.`generalize.sh` performs final steps to get the template ready for cloning, including removing the `sudoers.d` configuration which allowed passwordless elevation during the setup:
```shell
# torchlight! {"lineNumbers":true}
#!/usr/bin/env bash
# prepare a VM to become a template.
set -eu
echo '>> Clearing audit logs...'
sudo sh -c 'if [ -f /var/log/audit/audit.log ]; then
cat /dev/null > /var/log/audit/audit.log
fi'
sudo sh -c 'if [ -f /var/log/wtmp ]; then
cat /dev/null > /var/log/wtmp
fi'
sudo sh -c 'if [ -f /var/log/lastlog ]; then
cat /dev/null > /var/log/lastlog
fi'
sudo sh -c 'if [ -f /etc/logrotate.conf ]; then
logrotate -f /etc/logrotate.conf 2>/dev/null
fi'
sudo rm -rf /var/log/journal/*
sudo rm -f /var/lib/dhcp/*
sudo find /var/log -type f -delete
echo '>> Clearing persistent udev rules...'
sudo sh -c 'if [ -f /etc/udev/rules.d/70-persistent-net.rules ]; then
rm /etc/udev/rules.d/70-persistent-net.rules
fi'
# check for only RHEL releases
if awk -F= '/^ID=/{print $2}' /etc/os-release | grep -q rhel; then
echo '>> Clearing RHSM subscription...'
sudo subscription-manager unregister
sudo subscription-manager clean
fi
echo '>> Clearing temp dirs...'
sudo rm -rf /tmp/*
sudo rm -rf /var/tmp/*
# check for RHEL-like releases (RHEL and Rocky)
if awk -F= '/^ID/{print $2}' /etc/os-release | grep -q rhel; then
At this point, I should (in theory) be able to kick off the build from my laptop with a Packer command - but first, I'll need to set up some environment variables so that Packer will be able to communicate with my Vault server:
proxmox-iso.linux-server: ISO image produced: 186 sectors
proxmox-iso.linux-server: Written to medium : 186 sectors at LBA 0
proxmox-iso.linux-server: Writing to 'stdio:/tmp/packer684761677.iso' completed successfully.
proxmox-iso.linux-server: Done copying paths from CD_dirs
proxmox-iso.linux-server: Uploaded ISO to local:iso/packer684761677.iso
==> proxmox-iso.linux-server: Force set, checking for existing artifact on PVE cluster
==> proxmox-iso.linux-server: No existing artifact found
==> proxmox-iso.linux-server: Creating VM
==> proxmox-iso.linux-server: No VM ID given, getting next free from Proxmox
==> proxmox-iso.linux-server: Starting VM
==> proxmox-iso.linux-server: Waiting 4s for boot
==> proxmox-iso.linux-server: Typing the boot command
==> proxmox-iso.linux-server: Waiting for SSH to become available... # [tl! .nocopy:end]
```
It'll take a few minutes while Packer waits on SSH, and while I wait on that, I can look at the Proxmox console for the VM to follow along with the installer's progress:
That successful SSH connection signifies the transition from the `source {}` block to the `build {}` block, so it starts with uploading any certs and the `join-domain.sh` script before getting into running those post-install tasks:
```text
==> proxmox-iso.linux-server: Connected to SSH! [tl! .nocopy:start **:2]
==> proxmox-iso.linux-server: Converting VM to template
proxmox-iso.linux-server: Deleted generated ISO from local:iso/packer152219352.iso
Build 'proxmox-iso.linux-server' finished after 10 minutes 52 seconds. [tl! **:5]
==> Wait completed after 10 minutes 52 seconds
==> Builds finished. The artifacts of successful builds are:
--> proxmox-iso.linux-server: A template was created: 105 [tl! .nocopy:end]
```
That was a lot of prep work, but now that everything is in place it only takes about eleven minutes to create a fresh Ubuntu 22.04 template, and that template is fully up-to-date and hardened to about 95% of the CIS Level 2 benchmark. This will save me a lot of time as I build new VMs in my homelab.
### Wrapper Script
But having to export the Vault variables and run the Packer commands manually is a bit of a chore. So I put together a couple of helper scripts to help streamline things. This will really come in handy as I add new OS variants and schedule automated builds with GitHub Actions.
First, I made a `vault-env.sh` script to hold my Vault address and the token for Packer.
{{% notice note "Sensitive Values!" %}}
The `VAULT_TOKEN` variable is a sensitive value and should be protected. This file should be added to `.gitignore` to ensure it doesn't get inadvertently committed to a repo.
This `build.sh` script expects a single argument: the name of the build to create. It then checks to see if the `VAULT_TOKEN` environment variable is already set; if not, it tries to source it from `vault-env.sh`. And then it kicks off the appropriate build.
```shell
# torchlight! {"lineNumbers":true}
#!/usr/bin/env bash
# Run a single packer build
#
# Specify the build as an argument to the script. Ex:
Being able to generate a template on-demand is pretty cool, but the next stage of this project is to [integrate it with a GitHub Actions workflow](/automate-packer-builds-github-actions/) so that the templates can be built automatically on a schedule or as the configuration gets changed. But this post is long enough (and I've been poking at it for long enough) so that explanation will have to wait for another time.
