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Update Docs for v2.0 (#96)
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237 changes: 109 additions & 128 deletions README.md
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This a plugin for [HashiCorp Packer](https://www.packer.io/). It uses native vSphere API, and creates virtual machines remotely.

- VMware Player is not required
- Builds are incremental, VMs are not created from scratch but cloned from base templates - similar to [amazon-ebs](https://www.packer.io/docs/builders/amazon-ebs.html) builder
- Official vCenter API is used, no ESXi host [modification](https://www.packer.io/docs/builders/vmware-iso.html#building-on-a-remote-vsphere-hypervisor) is required

## Usage
* Download the plugin from [Releases](https://github.com/jetbrains-infra/packer-builder-vsphere/releases) page.
* [Install](https://www.packer.io/docs/extending/plugins.html#installing-plugins) the plugin, or simply put it into the same directory with configuration files. On Linux and macOS run `chmod +x` on the plugin binary.

## Minimal Example

```json
{
"builders": [
{
"type": "vsphere",

"vcenter_server": "vcenter.domain.com",
"username": "root",
"password": "secret",

"template": "ubuntu",
"vm_name": "vm-1",
"host": "esxi-1.domain.com",

"ssh_username": "root",
"ssh_password": "secret"
}
],
"provisioners": [
{
"type": "shell",
"inline": [ "echo hello" ]
}
]
}
`vsphere-iso` builder creates new VMs from scratch.
`vsphere-clone` builder clones VMs from existing templates.

- VMware Player is not required.
- Official vCenter API is used, no ESXi host [modification](https://www.packer.io/docs/builders/vmware-iso.html#building-on-a-remote-vsphere-hypervisor) is required.

## Installation
* Download binaries from the [releases page](https://github.com/jetbrains-infra/packer-builder-vsphere/releases).
* [Install](https://www.packer.io/docs/extending/plugins.html#installing-plugins) the plugins, or simply put them into the same directory with JSON templates. On Linux and macOS run `chmod +x` on the files.

## Examples

See complete Ubuntu, Windows, and macOS templates in the [examples folder](https://github.com/jetbrains-infra/packer-builder-vsphere/tree/master/examples/).

## Parameter Reference

### Connection

* `vcenter_server`(string) - vCenter server hostname.
* `username`(string) - vSphere username.
* `password`(string) - vSphere password.
* `insecure_connection`(boolean) - Do not validate vCenter server's TLS certificate. Defaults to `false`.
* `datacenter`(string) - VMware datacenter name. Required if there is more than one datacenter in vCenter.

### VM Location

* `vm_name`(string) - Name of the new VM to create.
* `folder`(string) - VM folder to create the VM in.
* `host`(string) - ESXi host where target VM is created. A full path must be specified if the host is in a folder. For example `folder/host`. See the `Specifying Clusters and Hosts` section above for more details.
* `cluster`(string) - ESXi cluster where target VM is created. See [Working with Clusters](#working-with-clusters) section.
* `resource_pool`(string) - VMWare resource pool. Defaults to the root resource pool of the `host` or `cluster`.
* `datastore`(string) - VMWare datastore. Required if `host` is a cluster, or if `host` has multiple datastores.

### VM Location (`vsphere-clone` only)

* `template`(string) - Name of source VM. Path is optional.
* `linked_clone`(boolean) - Create VM as a linked clone from latest snapshot. Defaults to `false`.

### Hardware

* `CPUs`(number) - Number of CPU sockets.
* `CPU_limit`(number) - Upper limit of available CPU resources in MHz.
* `CPU_reservation`(number) - Amount of reserved CPU resources in MHz.
* `CPU_hot_plug`(boolean) - Enable CPU hot plug setting for virtual machine. Defaults to `false`.
* `RAM`(number) - Amount of RAM in MB.
* `RAM_reservation`(number) - Amount of reserved RAM in MB.
* `RAM_reserve_all`(boolean) - Reserve all available RAM. Defaults to `false`. Cannot be used together with `RAM_reservation`.
* `RAM_hot_plug`(boolean) - Enable RAM hot plug setting for virtual machine. Defaults to `false`.
* `disk_size`(number) - The size of the disk in MB.
* `NestedHV`(boolean) - Enable nested hardware virtualization for VM. Defaults to `false`.
* `configuration_parameters`(map) - Custom parameters.
* `boot_order`(string) - Priority of boot devices. Defaults to `disk,cdrom`

### Hardware (`vsphere-iso` only)

* `vm_version`(number) - Set VM hardware version. Defaults to the most current VM hardware version supported by vCenter. See [VMWare article 1003746](https://kb.vmware.com/s/article/1003746) for the full list of supported VM hardware versions.
* `guest_os_type`(string) - Set VM OS type. Defaults to `otherGuest`. See [here](https://pubs.vmware.com/vsphere-6-5/index.jsp?topic=%2Fcom.vmware.wssdk.apiref.doc%2Fvim.vm.GuestOsDescriptor.GuestOsIdentifier.html) for a full list of possible values.
* `disk_controller_type`(string) - Set VM disk controller type. Example `pvscsi`.
* `disk_thin_provisioned`(boolean) - Enable VMDK thin provisioning for VM. Defaults to `false`.
* `network`(string) - Set network VM will be connected to.
* `network_card`(string) - Set VM network card type. Example `vmxnet3`.
* `usb_controller`(boolean) - Create US controller for virtual machine. Defaults to `false`.

### Boot (`vsphere-iso` only)

* `boot_wait`(string) Amount of time to wait for the VM to boot. Examples 45s and 10m. Defaults to 10 seconds. See the Go Lang [ParseDuration](https://golang.org/pkg/time/#ParseDuration) documentation for full details.
* `boot_command`(array of strings) - List of commands to type when the VM is first booted. Used to initalize the operating system installer.
* `floppy_dirs`(array of strings) - Seems to not do anything useful yet. Not implemented.
* `floppy_files`(array of strings) - List of local files to be mounted to the VM floppy drive. Can be used to make Debian preseed or RHEL kickstart files available to the VM.
* `floppy_img_path`(string) - Data store path to a floppy image that will be mounted to the VM. Cannot be used with `floppy_files` or `floppy_dir` options. Example `[datastore1] ISO/VMware Tools/10.2.0/pvscsi-Windows8.flp`.
* `iso_paths`(array of strings) - List of data store paths to ISO files that will be mounted to the VM. Example `"[datastore1] ISO/ubuntu-16.04.3-server-amd64.iso"`.

### Provision

* `communicator` - `ssh` (default), `winrm`, or `none`.

* `ssh_username`(string) - Username in guest OS.
* `ssh_password`(string) - Password to access guest OS. Only specify `ssh_password` or `ssh_private_key_file`, but not both.
* `ssh_private_key_file`(string) - Path to the SSH private key file to access guest OS. Only specify `ssh_password` or `ssh_private_key_file`, but not both.

* `winrm_username`(string) - Username in guest OS.
* `winrm_password`(string) - Password to access guest OS.

* `shutdown_command`(string) - Specify a VM guest shutdown command. VMware guest tools are used by default.
* `shutdown_timeout`(string) - Amount of time to wait for graceful VM shutdown. Examples 45s and 10m. Defaults to 5m(5 minutes). See the Go Lang [ParseDuration](https://golang.org/pkg/time/#ParseDuration) documentation for full details.

### Postprocessing

* `create_snapshot`(boolean) - Create a snapshot when set to `true`, so the VM can be used as a base for linked clones. Defaults to `false`.
* `convert_to_template`(boolean) - Convert VM to a template. Defaults to `false`.

## Working with Clusters
#### Standalone Hosts
Only use the `host` option. Optionally specify a `resource_pool`:
```
"host": "esxi-1.vsphere65.test",
"resource_pool": "pool1",
```

## Parameters

Connection:
* `vcenter_server` - [**mandatory**] vCenter server hostname.
* `username` - [**mandatory**] vSphere username.
* `password` - [**mandatory**] vSphere password.
* `insecure_connection` - do not validate server's TLS certificate. `false` by default.
* `datacenter` - required if there are several datacenters.

Location:
* `template` - [**mandatory**] name of source VM. Path is optional.
* `vm_name` - [**mandatory**] name of target VM.
* `folder` - VM folder where target VM is created.
* `host` - [**mandatory**] vSphere host or cluster where target VM is created. If hosts are groupped into folders, full path should be specified: `folder/host`.
* `resource_pool` - by default a root of vSphere host.
* `datastore` - required if target is a cluster, or a host with multiple datastores.
* `linked_clone` - create VM as a linked clone from latest snapshot. `false` by default.

Hardware customization:
* `CPUs` - number of CPU sockets. Inherited from source VM by default.
* `CPU_reservation` - Amount of reserved CPU resources in MHz. Inherited from source VM by default.
* `CPU_limit` - Upper limit of available CPU resources in MHz. Inherited from source VM by default, set to `-1` for reset.
* `RAM` - Amount of RAM in megabytes. Inherited from source VM by default.
* `RAM_reservation` - Amount of reserved RAM in MB. Inherited from source VM by default.
* `RAM_reserve_all` - Reserve all available RAM (bool). `false` by default. Cannot be used together with `RAM_reservation`.
* `disk_size` - Change the disk size (in GB). VM should have a single disk. Cannot be used together with `linked_clone`.
* `NestedHV` - Allows to enable nested hardware virtualization for VM.

Provisioning:
* `ssh_username` - [**mandatory**] username in guest OS.
* `ssh_password` or `ssh_private_key_file` - [**mandatory**] password or SSH-key filename to access a guest OS.

Post-processing:
* `shutdown_command` - VMware guest tools are used by default.
* `shutdown_timeout` - [Duration](https://golang.org/pkg/time/#ParseDuration) how long to wait for a graceful shutdown. 5 minutes by default.
* `create_snapshot` - add a snapshot, so VM can be used as a base for linked clones. `false` by default.
* `convert_to_template` - convert VM to a template. `false` by default.

## Complete Example
```json
{
"variables": {
"vsphere_password": "secret",
"guest_password": "secret"
},

"builders": [
{
"type": "vsphere",

"vcenter_server": "vcenter.domain.com",
"username": "root",
"password": "{{user `vsphere_password`}}",
"insecure_connection": true,
"datacenter": "dc1",

"template": "folder/ubuntu",
"vm_name": "vm-1",
"folder": "folder1/folder2",
"host": "folder/esxi-1.domain.com",
"resource_pool": "pool1/pool2",
"datastore": "datastore1",
"linked_clone": true,

"CPUs": 2,
"CPU_reservation": 1000,
"CPU_limit": 2000,
"RAM": 8192,
"RAM_reservation": 2048,

"ssh_username": "root",
"ssh_password": "{{user `guest_password`}}",

"shutdown_command": "echo '{{user `guest_password`}}' | sudo -S shutdown -P now",
"shutdown_timeout": "5m",
"create_snapshot": true,
"convert_to_template": true
}
],

"provisioners": [
{
"type": "shell",
"environment_vars": [
"DEBIAN_FRONTEND=noninteractive"
],
"execute_command": "echo '{{user `guest_password`}}' | {{.Vars}} sudo -ES bash -eux '{{.Path}}'",
"inline": [
"apt-get install -y zip"
]
}
]
}
#### Clusters Without DRS
Use the `cluster` and `host `parameters:
```
"cluster": "cluster1",
"host": "esxi-2.vsphere65.test",
```

#### Clusters With DRS
Only use the `cluster` option. Optionally specify a `resource_pool`:
```
"cluster": "cluster2",
"resource_pool": "pool1",
```
18 changes: 18 additions & 0 deletions examples/clone/alpine.json
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{
"builders": [
{
"type": "vsphere-clone",

"vcenter_server": "vcenter.vsphere65.test",
"username": "root",
"password": "jetbrains",
"insecure_connection": "true",

"template": "alpine",
"vm_name": "alpine-clone-{{timestamp}}",
"host": "esxi-1.vsphere65.test",

"communicator": "none"
}
]
}
2 changes: 1 addition & 1 deletion examples/macos/macos-10.13.json
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"CPUs": 1,
"RAM": 4096,

"disk_size": 32,
"disk_size": 32768,
"disk_thin_provisioned": true,

"network_card": "e1000e",
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4 changes: 3 additions & 1 deletion examples/macos/setup/iso-setup.sh
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Expand Up @@ -17,7 +17,9 @@ pkgbuild \
mkdir -p out/iso
rm -rf out/iso/*
cp setup.sh out/iso/
chmod +x out/iso/setup.sh

productbuild --package out/postinstall.pkg out/iso/postinstall.pkg

rm out/setup.iso
rm -f out/setup.iso
hdiutil makehybrid -iso -joliet -default-volume-name setup -o out/setup.iso out/iso
3 changes: 2 additions & 1 deletion examples/macos/setup/postinstall
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#!/bin/sh
set -eu
set -eux
# debug output in /var/log/install.log

# Create user account
USERNAME=jetbrains
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1 change: 1 addition & 0 deletions examples/macos/setup/setup.sh
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#!/bin/sh
set -eux

# Format partition
diskutil eraseDisk JHFS+ Disk disk0
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2 changes: 1 addition & 1 deletion examples/ubuntu/ubuntu-16.04.json
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"RAM_reserve_all": true,

"disk_controller_type": "pvscsi",
"disk_size": 32,
"disk_size": 32768,
"disk_thin_provisioned": true,

"network_card": "vmxnet3",
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"RAM_reserve_all": true,

"disk_controller_type": "pvscsi",
"disk_size": 32,
"disk_size": 32768,
"disk_thin_provisioned": true,

"network_card": "vmxnet3",
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