Set of Hashicorp's `Packer` templates to create Microsoft Hyper-V virtual machines

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Set of Hashicorp's Packer templates to create Microsoft Hyper-V virtual machines

Requirements

packer <=1.9.1. Do not use packer below 1.7.0 version. For previous packer versions use previous releases from this repository
Microsoft Hyper-V Server 2016/2019 or Microsoft Windows Server 2016/2019 (not 2012/R2) with Hyper-V role installed as host to build your images
firewall exceptions for packer http server (look down below)
[OPTIONAL] Vagrant >= 2.3.4 - for vagrant version of scripts. Boxes (prebuilt) are already available here: https://app.vagrantup.com/marcinbojko
be aware, for 2016 - VMs are in version 8.0, for 2019 - VMs are in version 9.0. There is no way to reuse higher version in previous operating system. If you need v8.0 - build and use only VHDX.
properly constructed virtual switch in Hyper-v allowing virtual machine to get IP from DHCP and contact Hyper-V server on mentioned packer ports. This is a must, if kickstart is reachable over the network.

Requirements - Quick Start

Install packer from Chocolatey

choco install packer --version=1.9.1 -y

Install required plugins

In root folder of a repository

packer init --upgrade config.pkr.hcl

Use account with Administrator privileges for Hyper-V

Add firewal exclusions for TCP ports 8000-9000 (default range)

Remove-NetFirewallRule -DisplayName "Packer_http_server" -Verbose
New-NetFirewallRule -DisplayName "Packer_http_server" -Direction Inbound -Action Allow -Protocol TCP -LocalPort 8000-9000

Adjust Hyper-V settings

To adjust to your Hyper-V, please check variables below and/or in ./variables files

(variable vlan_id in /variables/variables.*.pkvars.hcl) - proper VLAN ID . Look up to find your build server vEthernet setings.
(variable switch_name in /variables/variables.*.pkvars.hcl) - proper Hyper-V Virtual Switch name (access to Internet will be required). Make sure you're using pre-existing switch in your Hyper-V server - creation of new switch by packer, instead of reusing existing one can cause lack of Internet access, thus failing the build.

# example of mentioned variables
vlan_id = ""
switch_name = "vSwitch"

Default passwords

OS	username	password
Windows	Administrator	password
CentOS/RHEL	root	password
Ubuntu	ubuntu	password

Scripts

Windows Machines

all available updates will be applied (3 passes)
latest version of chocolatey
packages from a list below:

Package Version Mandatory/Optional

dotnetfx latest Mandatory

sysinternals latest Mandatory

tabby latest Optional
phase3.ps1 Puppet agent settings will be customized (server=foreman.example.com) with parameters:
- Version - puppet chocolatey version, for example "6.26.0"
- AddPrivateChoco ($true/$false) - if set to true, private MyGet repository will be added as public
- PuppetMaster (foreman.example.com) - if set, in puppet.conf section server will point to that variable
Example of usage:

.\phase3.ps1 -Version 7.14.0 -AddPrivateChoco $true -PuppetMaster foreman.example.com

Puppet is set to clear any temp SSL keys and to be stopped after generalize phase
phase5b-docker.ps1 - Docker settings can be customised
- requiredVersion - which version of docker module to install - defaults to 19.03.1
- installCompose ($true/$false) - install docker-compose from chocolatey packages
- dockerLocation - of set, will default docker images and settings there. On empty, docker location is not being set.
- configDockerLocation - default place for docker's config file
Example of usage

.\phase5b-docker.ps1 -requiredVersion "19.03.1" -installCompose $true -dockerLocation "d:\docker" -configDockerLocation "C:\ProgramData\Docker\config"

Package	Version	Mandatory/Optional
dotnetfx	latest	Mandatory
sysinternals	latest	Mandatory
tabby	latest	Optional

Linux Machines

Repositories:

Repository	Package	switch	default
Epel 7/8/9	epel-release	can be switched off by setting "install_epel" to `false`	true
Zabbix 6.0	zabbix-agent	can be switched on by setting "install_zabbix" to `true`	false
Puppet 7	puppet-agent	can be switched off by setting "install_puppet" to false	false
Webmin	webmin	can be switched on by setting "install_webmin" to `false`	false
Cockpit	cockpit	can be switched on by setting "install_zabbix" to `true`	true
Hyper-V	SCVMM Agent	can be switched off by setting "install_hyperv" to `false`	true
Neofetch	neofetch	can be switched off by setting "install_neofetch" to `false`	true

Be aware, turning off latest System Center Virtual Machine Agent will cause System Center fail to deploy machines

Ansible Playbooks (CentOS/AlmaLinux/RockyLinux/OracleLinux)

During deployment ansible-base and ansible are installed in operating system. After deployment ends, these packages are removed. Playbooks are held in /extra/playbooks folder, with proper OS variables.

adjust ./variables/*.yml files to achieve override for ansible

install_epel:                  true  # install Epel
install_webmin:                true  # install Webmin
install_hyperv:                true  # install Hyper-v and scvmm agent
install_zabbix:                false # install Zabbix-agent
install_zabbix_as_root:        false # install Zabbix-agent as root
install_cockpit:               false # install Cockpit
install_puppet:                true  # Install Puppet
install_docker_workaround:     true  # add `fsck.repair=yes` to grub
install_kubernetes_workaround: false # add `cgroup.memory=nokmem` to grub
remove_puppet_ssl_keys:        false # remove any ssl keys after puppet installation
install_neofetch:              true  # install neofetch
install_updates:               true  # install updates
install_extra_groups:          true  # install extra groups
docker_prepare:                false # prepare extra volumen for docker
extra_device:                  ""    # prepare mkfs and mount extra block device for docker
install_motd:                  true  # install motd (neofetch run)

Usage

Building machines is realised through a dedicated script hv_generic.ps1 with proper parameters.

`hv_generic.ps1` parameters

Building Microsoft Windows

Building iso files needed for provisioning

For Generation 2 prepare secondary.iso with folder structure:

- ./extra/files/windows/2022/std/Autounattend.xml     => /Autounattend.xml
- ./extra/scripts/hyper-v/bootstrap.ps1            => /bootstrap.ps1

This template uses this image name in Autounattendes.xml. If youre using different ISO you'll have to adjust that part in proper file and rebuild secondary.iso image.

<InstallFrom>
    <MetaData wcm:action="add">
        <Key>/IMAGE/NAME </Key>
        <Value>Windows Server 2022 SERVERSTANDARD</Value>
    </MetaData>
</InstallFrom>

Action	Version	Template	Log	OS
`build`	windows_server_2019_std	windows	0/1	Microsoft Server 2019 Standard
`build`	windows_server_2019_dc	windows	0/1	Microsoft Server 2019 Datacenter
`build`	windows_server_2022_std	windows	0/1	Microsoft Server 2022 Standard
`build`	windows_server_2022_dc	windows	0/1	Microsoft Server 2022 Datacenter

Examples for Windows

Example for Windows 2019 Standard

```powershell
./hv_generic.ps1 -Action build -Version windows_server_2019_std -Template windows -Log 0

Example for Windows 2019 Datacenter

./hv_generic.ps1 -Action build -Version windows_server_2019_dc -Template windows -Log 0

Example for Windows 2022 Standard

./hv_generic.ps1 -Action build -Version windows_server_2022_std -Template windows -Log 0

Example for Windows 2022 Datacenter

./hv_generic.ps1 -Action build -Version windows_server_2022_dc -Template windows -Log 0

Building AlmaLinux Machines

Action	Version	Template	Log	OS
`build`	almalinux-8.8	rhel	0/1	Alma Linux 8.8
`build`	almalinux-9.2	rhel	0/1	Alma Linux 9.2

Examples for AlmaLinux

.\hv_generic.ps1 -Action build -Version almalinux-8.8 -Template rhel -Log 0
.\hv_generic.ps1 -Action build -Version almalinux-9.2 -Template rhel -Log 0

Building RockyLinux Machines

Action	Version	Template	Log	OS
`build`	rockylinux-8.8	rhel	0/1	Rocky Linux 8.8
`build`	rockyinux-9.2	rhel	0/1	Rocky Linux 9.2

Examples for RockyLinux

.\hv_generic.ps1 -Action build -Version rockylinux-8.8 -Template rhel -Log 0
.\hv_generic.ps1 -Action build -Version rockylinux-9.2 -Template rhel -Log 0

Building OracleLinux Machines

Action	Version	Template	Log	OS
`build`	oraclelinux-8.8	rhel	0/1	Oracle Linux 8.8
`build`	oraclelinux-9.2	rhel	0/1	Oracle Linux 9.2

Examples for OracleLinux

.\hv_generic.ps1 -Action build -Version oraclelinux-8.8 -Template rhel -Log 0
.\hv_generic.ps1 -Action build -Version oraclelinux-9.2 -Template rhel -Log 0

Building Ubuntu Machines

Action	Version	Template	Log	OS
`build`	ubuntu-20.04	ubuntu	0/1	Ubuntu 20.04
`build`	ubuntu-22.04	ubuntu	0/1	Ubuntu 22.04

Examples for Ubuntu

.\hv_generic.ps1 -Action build -Version ubuntu-20.04 -Template ubuntu -Log 0
.\hv_generic.ps1 -Action build -Version ubuntu-22.04 -Template ubuntu -Log 0

Known issues

I have general problem not covered here

Please create an issue in github. There is slim chance I'll find the time to be your personal helpdesk ;)

I'd like to contribute

Sure. If I can ask - create your PR in smaller sizes, this is repo used for my work, so smaller changes - bigger chances to succeed.

Infamous UEFI/Secure boot WIndows implementation

During the deployment secure keys are stored in *.vmcx file and are separated from *.vhdx file. To countermeasure it - there is added extra step in a form of (/usr/local/bin/uefi.sh) script that will check for existence of CentOS folder in EFI and will add extra entry in UEFI. In manual setup you can run it as a part of your deploy. In SCVMM deployment I'd recommend using RunOnce feature.

On Windows Server 2019/Windows 10 1809 image boots to fast for packer to react

hashicorp/packer#7278 (comment)

Fixed in version 1.4.4. Do not use previous versions

When Hyper-V host has more than one interface Packer sets {{ .HTTPIP }} variable to inproper interface

Fixed in version 1.4.4. Do not use lower versions No resolution so far, template needs to be changed to pass real IP address, or there should be connection between these addresses. Limiting these, end with timeout errors.**

Packer version 1.3.0/1.3.1 have bug with `windows-restart` provisioner

hashicorp/packer#6733

Packer won't run until VirtualSwitch is created as shared

hashicorp/packer#5023 Will be fixed in 1.4.x revision

I have problem how to find a proper WIM name in Windows ISO to pick proper version

You can use number. If you have 4 images on the list of choice - use ImageIndex with proper Value

<ImageInstall>
    <OSImage>
        <InstallFrom>
            <MetaData wcm:action="add">
                <Key>/IMAGE/INDEX </Key>
                <Value>2</Value>
            </MetaData>
        </InstallFrom>
        <InstallTo>
            <DiskID>0</DiskID>
            <PartitionID>2</PartitionID>
        </InstallTo>
    </OSImage>
</ImageInstall>

On Windows machines, build break during updates phase, when update cycles are interfering with each other

Increase variable update_timeout in ./variables/*.json file - this will create longer pauses between stages, allowing cycles to complete before jumping to another one.

Why don't you use ansible instead of shell scripts for provisioning

I wish. In short - Windows. These builds should be done with minimum effort (Hyper-V role is enough). Building custom ansible station with lots of checks right now fails in my tryouts.

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