Cloud Init Stages

Palette Edge supports all the cloud-init stages exposed by Kairos both during installation and during cluster deployment. Kairos is an open source project that is used to create immutable images, Kairos is a container layer that enables you to specify dependencies and create resources before locking down the image.

The following diagram displays the available cloud-init stages you can use to customize the device installation.

You can read more about Kairos and cloud-init by reviewing Kairo's cloud-init resource. For your convenience, all the supported cloud-init stages are listed below.

Stage	Description
rootfs	This is the earliest stage, running before switching to root. It happens right after the root is mounted in /sysroot and before applying the immutable rootfs configuration. This stage is executed over initrd root, no chroot is applied.
initramfs	This is still an early stage, running before switching to root. Here you can apply changes to the booting setup of Elemental. Despite executing this before switching to root, this invocation is chrooted into the target root after the immutable rootfs is set up and ready.
boot	This stage executes after initramfs has switched to root and during the systemd boot-up process.
fs	This stage is executed when fs is mounted and is guaranteed to have access to the state and persistent partitions ( COS_STATE and COS_PERSISTENT respectively).
network	This stage executes when the network is available.
reconcile	This stage executes 5m after boot up and every 60m.
after-install	This stage executes after the installation of the OS.
after-install-chroot	This stage executes after the installation of the OS ends.
after-upgrade	This stage executes after the OS upgrade ends.
after-upgrade-chroot	This stage executes after the OS upgrade ends (chroot call).
after-reset	This stage executes after the OS resets.
after-reset-chroot	This stage executes after the OS resets (chroot call).
before-install	This stage executes before installation.
before-upgrade	This stage executes before the upgrade.
before-reset	This stage executes before reset.

info

Each stage has a before and after hook you can use to achieve more granular customization. For example, you can use network.after to verify network connectivity.

Where to Apply Cloud-Init Stages?

You may ask yourself where to use cloud-init stages, as both the Edge Installer and the OS pack support the usage of cloud-init stages. Use the following statements to help you decide.

• If you need to apply a set of configurations to a specific site, then use the Edge Installer user data configuration file and its cloud-init stages to provide site settings to that specific site.

• If you have common configurations across a fleet of Edge host devices, customize the OS pack and use the cloud-init stages to apply those configurations.

Example Use Cases

To help you become familiar with the cloud-init stages and better understand how to use them to achieve your goals, check out the following use cases.

warning

Remember that the following code snippets are only intended to help you understand how cloud-init can be used to customize the edge host. You can use countless combinations of the Edge Installer and OS cloud-init stages to achieve the desired customization. Check out the Kairos stages resource to learn more about other key terms, options, and advanced examples.

Use the Edge Installer user data to apply specific site configurations to the edge host.

Set the User Password

The initramfs stage is used to set the password for the user, kairos.

stages:
  initramfs:
    - users:
        kairos:
          passwd: kairos

Assign a User to a Group

Another example of the initramfs, but this time the user is assigned to the sudo group.

stages:
  initramfs:
    - users:
        kairos:
          groups:
            - sudo

Assign an SSH Key

An example configuration of assigning an SSH key to a user.

stages:
  initramfs:
    - users:
        kairos:
          ssh_authorized_keys:
            - ssh-rsa AAAAB3N…

Configure a Registry Mirror

For situations where you need to configure a registry mirror, you can use the following example that uses the initramfs stage.

stages:
  initramfs:
    files:
      - path: "/etc/rancher/k3s/registries.yaml"
        permissions: 0644
        owner: 0
        group: 0
        content: |
          mirrors:
            "gcr.io":
              endpoint:
                - "https://my-mirror.example.com"
              rewrite:
                "(^.*)": "test/$1"
          configs:
            "my-mirror.example.com":
              auth:
                username: "user1"
                password: "mysupermagicalpassword"
              tls:
                insecure_skip_verify: true

Configure Network With Netplan

You can use the initramfs stage and Netplan to configure network settings before the network initialization. Netplan is a tool that enables you to specify network configurations on Linux systems. Note that this approach is available for Linux systems with Netplan installed. Refer to the Netplan Documentation for installation guidance and the Netplan How-to Guides for more information.

stages:
  initramfs:
    - users:
        kairos:
          groups:
            - sudo
          passwd: kairos
    - commands:
        - netplan apply
      files:
        - content: |
            network:
              version: 2
              renderer: networkd
              ethernets:
                ens160:
                  dhcp4: false
                  addresses:
                    - 10.10.190.11/18
                  gateway4: 10.10.128.1
                  nameservers:
                    addresses:
                      - 8.8.8.8
                      - 1.1.1.1
          encoding: ""
          group: 0
          owner: 0
          ownerstring: ""
          path: /etc/netplan/99_config.yaml
          permissions: 420
      name: Config network with Netplan

tip

When using the EdgeForge workflow with CanvOS, ensure you add Netplan to the Dockerfile. In the example below, Netplan is installed in an Ubuntu image.

apt-get update && apt-get install netplan.io -y

Erase Partitions

You can use the before-install stage to remove partitions if needed.

stages:
  before-install:
    - name: "Erase Old Partitions on Boot Disk"
      commands:
        - wipefs -a /dev/nvme0n1

Install Tooling

This is an example of installing third-party software or tooling.

stages:
  after-install-chroot:
    - name: "Install SSM"
      commands:
        - snap install amazon-ssm-agent --classic

Pass Sensitive Information

If you need to transmit sensitive information, such as credentials, during the installation phase, you can make the Edge installer skip copying specific stages to the Edge hosts. The Edge installer will skip copying the stages that follow the skip-copy-[string] naming convention. Refer to the Sensitive Information in the User Data Stages guide to learn more.

stages:
  network.after:
    - name: skip-copy-subscribe
      if: [-f "/usr/sbin/subscription-manager"]
      commands:
        - subscription-manager register --username "myname" --password 'mypassword'

Complete Example

This is an Edge Installer user data configuration that configures the user kairos and prepares the edge host by providing network settings and adding SSL certificates.

stages:
  boot:
    - users:
        kairos:
          groups:
            - sudo
          passwd: kairos
stylus:
  site:
    paletteEndpoint: api.spectrocloud.com
    name: edge-randomid
    registrationURL: https://edge-registration-app.vercel.app/
    network:
      httpProxy: http://proxy.example.com
      httpsProxy: https://proxy.example.com
      noProxy: 10.10.128.10,10.0.0.0/8
      nameserver: 1.1.1.1
      interfaces:
        enp0s3:
          type: static
          ipAddress: 10.0.10.25/24
          gateway: 10.0.10.1
          nameserver: 10.10.128.8
        enp0s4:
          type: dhcp
    caCerts:
      - |
        ------BEGIN CERTIFICATE------
        *****************************
        *****************************
        ------END CERTIFICATE------
      - |
        ------BEGIN CERTIFICATE------
        *****************************
        *****************************
        ------END CERTIFICATE------

OS User Data Stages

You can also customize the device by using the OS cloud-init stages. As mentioned previously, use OS cloud-init stages to apply common configurations to many edge hosts.

Assign User to Group

In this example snippet, the OS pack is using the cloud-init stage initramfs to assign a default password to the user kairos and add the user to the sudo group.

stages:
  initramfs:
    - users:
        kairos:
          groups:
            - sudo
          passwd: kairos

Custom Commands

This is an example of moving files to a different location prior to another stage or boot-up process that requires the file.

stages:
  initramfs:
    - name: "Move Files"
      commands:
        - |
          mv  /myCLI/customCLI /usr/local/bin/
          rm -R /myCLI

Update Network Settings

The network settings will get updated when the network stage takes effect.

stages:
  network:
    - name: "Configure DNS host"
      commands:
        - echo "10.100.45.98 example.local" >> /etc/hosts

Invoke Custom Script

An example of applying logic after the device has booted by using the boot.after stage.

boot.after:
  - |
    sftp  -i /credentials/ssh/id_rsa.pub@cv543.example.internal.abc:/inventory/2023/site-inventory.json
    mv site-inventory.json /location/inventory/