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Packer reference for building PhotonOS Virtual Appliance using OVF properties

11/25/2019 by William Lam Leave a Comment

I was introduced to HashiCorp Packer several years back by Timo Tsugliani, who if you are not following on Twitter, you are missing a TON of really useful nuggets which this guys shares both VMware/IT related and cool stuff. I am constantly learning about new things things from Timo and this guys is just a wealth of knowledge if you get the chance to work with him. At the time, I had played with Packer for a bit but did not have an actual use case for it, so I mostly forgot about it.

Fast forward a few years later and with recent projects like the vCenter Event Broker Appliance (VEBA) Fling, I have really spent time learning about Packer in greater depth and I now realize how powerful Packer is for building various artifacts including VMware-based templates that is not only easy but consistently from source control. It took me awhile to get to the aha moment but now I use Packer for so many different things to help simplify my life.

With the recent open sourcing of our VEBA Fling which includes the use of PhotonOS and Packer, I was reminded of a blog series that I did earlier on how to build your own Linux and/or Windows Virtual Appliance using OVF properties (Part 1, Part 2 and Part 3). I realized it would have been useful to have an actual reference implementation on building a very simple PhotonOS Virtual Appliance that exercises some basic OVF properties so folks could quickly get started beyond the manual steps that were documented. I was also motivated by a chat I had with Luc Dekens (Godfather of PowerCLI) last week on some of the Automation he was trying to with PhotonOS and I figured this might be something he and others could also benefit from.

Building your own Virtual Appliances using OVF properties Part 3

03/19/2019 by William Lam 3 Comments

To conclude this three-part blog series, we are now going take a look at reference implementation for building your own Microsoft Windows Virtual Appliance (VA). Similar to the Linux VA build, the Windows OVA will also support the ability to customize basic networking configuration including the use of a static or DHCP option.

In addition, to demonstrate the endless possibilities for building your own VA, I have also included an option to automatically join a Microsoft Active Directory Domain as part of the OVA deployment, which is a fairly common operation after deploying a Windows-based system. In the example below, I am using Windows Server 2016 and PowerShell to perform all the required automation.

Step 1 - Create a new VM in vCenter Server and then install Window Server 2016 using the ISO. Once you have completed the OS installation, you may want to apply any patches or packages that you want included as part of your VA. Once that is done, go ahead and shut down the VM.

Step 2 - Select the VM in the vSphere Inventory and then click on Configure->vApp and then check the Enable vApp Options. Once enabled, select OVF environment for the IP allocation scheme. In the OVF Details tab, select VMware Tools for the OVF environment transport. (Optionally) You can specify some additional metadata including appliance name and URLs to help others who maybe consuming your VA once it has been exported to an OVF/OVA.

Step 3 - Next, add the following 9 OVF properties which will be used as input to configure networking within PhotonOS. Click Add and provide a Label, Key and optional Category.

Label	Key	Category
Hostname	guestinfo.hostname	Networking
IP Address	guestinfo.ipaddress	Networking
Netmask	guestinfo.netmask	Networking
Gateway	guestinfo.gateway	Networking
DNS Server	guestinfo.dns	Networking
DNS Domain	guestinfo.domain	Networking
AD Domain	guestinfo.ad_domain	Active Directory
AD Username	guestinfo.ad_username	Active Directory
AD Password	guestinfo.ad_password	Active Directory

Step 3 - Power back on the VM and once it is available on the network (assuming DHCP), download and copy the sample first boot script customize-guest.ps1 to C:\Users\Administrator\Desktop. This script is where all the magic happens and will process the OVF property input and then configure the network settings and if specified, it will also perform the Active Directory domain join. Right now it assumes the networking fields are optional, meaning if they are left blank, it will default the system to DHCP. If you provide all input properties, then it will go ahead and configure a static network address.

Building your own Virtual Appliances using OVF properties Part 2

02/19/2019 by William Lam 7 Comments

In the previous article, we reviewed the concepts and basic approach to building your own VMware Virtual Appliance (OVF/OVA). In Part 2, we are now going to take a look at a reference implementation for building a Linux VA using VMware PhotonOS. Although I am using PhotonOS as the guest, you can apply these same techniques to any other Linux distribution of your choice.

Step 1 - Create a new VM in vCenter Server and then install PhotonOS using the ISO format. Once you have completed the OS installation, you may want to apply any patches or packages that you want included as part of your VA. Once that is done, go ahead and shut down the VM.

Step 3 - Next, add the following 6 OVF properties which will be used as input to configure networking within PhotonOS. Click Add and provide a Label, Key and optional Category.

Label	Key	Category
Hostname	guestinfo.hostname	Networking
IP Address	guestinfo.ipaddress	Networking
Netmask	guestinfo.netmask	Networking
Gateway	guestinfo.gateway	Networking
DNS Server	guestinfo.dns	Networking
DNS Domain	guestinfo.domain	Networking

Step 4 - Power back on the VM and once it is available on the network (assuming DHCP), download and copy the sample first boot script rc.local to /etc/rc.d/rc.local. This script is where all the magic happens and will process the OVF property input and then configure the network settings. Right now it assumes these fields are optional, meaning if they left blank, it will default the system to DHCP. If you provide all input properties, then it will go ahead and configure a static network address.

Building your own Virtual Appliances using OVF properties Part 1

02/01/2019 by William Lam 5 Comments

This has been a topic I have been wanting to write about for quite some time, especially as I get asked about this on fairly regular basis from both partners and customers. I normally point folks over to our official Virtual Appliance (VA) authoring tool, VMware Studio which includes a number of development resources to help get started. Studio is used by many of our partners when creating their VA offerings, although it may not be the easiest thing to get started with, it does provide a complete end-to-end solution.

Most recently, I found myself building out a couple of VAs for my own day to day use, including a custom PhotonOS OVA that allows me to configure a static network address during deployment through the use of custom OVF properties. The official PhotonOS OVA that VMware ships does not provide this option and automatically defaults to DHCP. If you want to setup a static IP Address, you would need to first deploy the VM and then login to the console or SSH (if you have DHCP enabled) and then manually update the networking settings.

For my use case, Studio was going to be overkill and not to mention it may not even support PhotonOS or other modern OSes in general. However, everything that is needed to build your own VA is actually available right in vCenter Server. This was the perfect opportunity and excuse for me to finally document *my* process, in case it can help others wanting to do the same, especially for a home lab setup. In Part 1, I will take you through the two important concepts of building your own VA and then in Part 2 and Part 3, we will take a look at building both a Linux and Windows VA. I will also publish a reference Linux and Windows implementation so that you can use that as a basis to build your own VA, which is not limited to just Linux or Windows, it can be ANY GuestOS that vSphere supports.

VCSA 6.5 CLI Installer now supports new ovftool argument pass-through feature

11/30/2016 by William Lam 2 Comments

I had recently discovered a really cool new feature that has been added into the vCenter Server Appliance (VCSA) 6.5 CLI Installer while helping out a fellow colleague. For those of you who have not worked with the VCSA before, you can deploy it using one of two methods: 1) Guided UI Installer 2) Scripted CLI installer. The latter approach is great for Automation purposes as well as being able to quickly spin up a new VCSA as the UI wizard can get tedious once you have done it a few times. The VCSA CLI Installer reads in a JSON configuration file which defines what you will be deploying whether that is an Embedded, PSC or VC node and its respective configuration (networking, password, etc).

In VCSA 6.5, the CLI Installer introduces a new option in the JSON schema called ovftool.arguments. Here is the description of what this new option provides:

Use this subsection to add arbitrary arguments to the OVF Tool
command that the script generates. You do not need to fill it out in
most circumstances.

First of all, I just want to mention that this option should not be required for general deployments but it may come in handy for more advanced use cases. Behind the scenes, the CLI Installer takes the human readable JSON and translates that to a set of OVF properties that are then sent down to ovftool for deployment. Not every single option is implemented in the JSON and for good reason as those level of details should be abstracted away from the end users. However, there may be cases where you may need to invoke a specific configuration or trigger a specific ovftool option and this would allow you to provide what I am calling a "pass-through" to ovftool.

Let me give you one concrete example on how this could be useful and how we can take advantage of this new capability. Since the release of VCSA 6.0, when you enable SSH and you login, you will notice that you are not placed in a regular bash shell but rather a restricted appliancesh interface. From an Automation standpoint, it was some what painful if you wanted to change the default as this feature is not implemented within the JSON configuration file. This meant that if you wanted the bash shell to be the default, you had to either change it manually as part of a post-deployment or you would have to by-pass the native CLI Installer and manually reverse engineer the required set of OVF properties needed for the deployment which is also not ideal.

How to change/deploy VCSA 6.0 with default bash shell vs appliancesh?

03/06/2015 by William Lam 10 Comments

When logging into the new VCSA 6.0 via SSH, you will notice that you are no longer dropped into a normal bash shell but into a new appliancesh (pronounced appliance shell) environment. This new interface provides basic set of virtual appliance management capabilities including Ruby vSphere Console (RVC) access which makes the majority of operations convenient to a vSphere Administrator but it also helps restrict unnecessary access to the underlying filesystem which can be helpful from a security standpoint.

If you need to access the underlying filesystem, you can temporarily enable it by running the following two commands:

shell.set --enabled True
shell

If you need to transfer files to/from the VCSA via SCP/WinSCP, you will need to change the default shell from /bin/appliancesh to /bin/bash else the operation will fail. You can easily do this by using the chsh command:

chsh -s "/bin/bash" root

If you rather have the BASH shell configured as the default after deployment and not have to go through this manual process each time, you can actually configured using the following hidden option called guestinfo.cis.appliance.root.shell

This property allows you to specify the default shell for the "root" account and you can only modify this if you deploy the VCSA using ovftool. Here is the parameter you would append to the ovftool argument list:

--prop:guestinfo.cis.appliance.root.shell="/bin/bash"

You can leverage this new property and automate the deployment of the new VCSA 6.0 and for more details be sure to check out my VCSA 6.0 Automation Series.