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docs: Add cloud-init overview/introduction (#4440)
One thing cloud-init has been lacking is a high-level overview of what it is, what it does, and how it works. Once we are happy with the general structure and content of this introduction, I will also add links to the various pages around the docs that a newcomer might want to visit for more information on each of the topics.
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Introduction to cloud-init | ||
************************** | ||
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Managing and configuring cloud instances and servers can be a complex | ||
and time-consuming task. Cloud-init is an open source initialisation tool that | ||
was designed to make it easier to get your systems up and running with a | ||
minimum of effort, already configured according to your needs. | ||
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It’s most often used by developers, system administrators and other IT | ||
professionals to automate configuration of VMs, cloud instances, or machines on | ||
a network. For brevity, we’ll refer only to instances for the rest of this | ||
page, but assume we’re also including bare metal and VMs in the discussion as | ||
well. By automating routine setup tasks, cloud-init ensures repeatability and | ||
efficiency in your system provisioning. | ||
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What is the benefit of cloud-init? | ||
================================== | ||
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When you deploy a new cloud instance, cloud-init takes an initial configuration | ||
that you supply, and it automatically applies those settings when the instance | ||
is created. It’s rather like writing a to-do list, and then letting cloud-init | ||
deal with that list for you. | ||
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The real power of cloud-init comes from the fact that you can re-use your | ||
configuration instructions as often as you want, and always get consistent, | ||
reliable results. If you’re a system administrator and you want to deploy a | ||
whole fleet of machines, you can do so with a fraction of the time and effort | ||
it would take to manually provision them. | ||
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What does cloud-init do? | ||
======================== | ||
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Cloud-init can handle a range of tasks that normally happen when a new instance | ||
is created. It's responsible for activities like setting the hostname, | ||
configuring network interfaces, creating user accounts, and even running | ||
scripts. This streamlines the deployment process; your cloud instances will all | ||
be automatically configured in the same way, which reduces the chance to | ||
introduce human error. | ||
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How does cloud-init work? | ||
========================= | ||
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The operation of cloud-init broadly takes place in two separate phases during | ||
the boot process. The first phase is during the early (local) boot stage, | ||
before networking has been enabled. The second is during the late boot stages, | ||
after cloud-init has applied the networking configuration. | ||
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During early boot | ||
----------------- | ||
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In this pre-networking stage, cloud-init discovers the datasource, obtains | ||
all the configuration data from it, and configures networking. In this phase, | ||
it will: | ||
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* **Identify the datasource**: | ||
The hardware is checked for built-in values that will identify the datasource | ||
your instance is running on. The datasource is the source of all | ||
configuration data. | ||
* **Fetch the configuration**: | ||
Once the datasource is identified, cloud-init fetches the configuration data | ||
from it. This data tells cloud-init what actions to take. This can be in the | ||
form of: | ||
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* **Metadata** about the instance, such as the machine ID, hostname and | ||
network config, or | ||
* **Vendor data** and/or **user data**. These take the same form, although | ||
Vendor data is provided by the cloud vendor, and user data is provided by | ||
the user. These data are usually applied in the post-networking phase, and | ||
might include: | ||
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* Hardware optimisations | ||
* Integration with the specific cloud platform | ||
* SSH keys | ||
* Custom scripts | ||
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* **Write network configuration**: | ||
Cloud-init writes the network configuration and configures DNS, ready to be | ||
applied by the networking services when they come up. | ||
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During late boot | ||
---------------- | ||
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In the boot stages that come after the network has been configured, cloud-init | ||
runs through the tasks that were not critical for provisioning. This is where | ||
it configures the running instance according to your needs, as specified in the | ||
vendor data and/or user data. It will take care of: | ||
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* **Configuration management**: | ||
Cloud-init can interact with tools like Puppet, Ansible, or Chef to apply | ||
more complex configuration - and ensure the system is up-to-date. | ||
* **Installing software**: | ||
Cloud-init can install software at this stage, and run software updates to | ||
make sure the system is fully up-to-date and ready to use. | ||
* **User accounts**: | ||
Cloud-init is able to create and modify user accounts, set default passwords, | ||
and configure permissions. | ||
* **Execute user scripts**: | ||
If any custom scripts were provided in the user data, cloud-init can run | ||
them. This allows additional specified software to be installed, security | ||
settings to be applied, etc. It can also inject SSH keys into the instance’s | ||
``authorized_keys`` file, which allows secure remote access to the machine. | ||
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After this stage is complete, your instance is fully configured! | ||
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What's next? | ||
============ | ||
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Now that you have an overview of the basics of what cloud-init is, what it does | ||
and how it works, you will probably want to | ||
:ref:`try it out for yourself<tutorial_qemu>`. | ||
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You can also read in more detail about what cloud-init does | ||
:ref:`during the different boot stages<boot_stages>`, and the | ||
:ref:`types of configuration<configuration>` you can pass to cloud-init and | ||
how they're used. | ||
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