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doc(boot): Make first boot a dedicated page
Also shift the format page higher in the explanation page list, since this is a high traffic page.
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.. _First_boot_determination: | ||
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First boot determination | ||
======================== | ||
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``Cloud-init`` has to determine whether or not the current boot is the first | ||
boot of a new instance, so that it applies the appropriate configuration. On | ||
an instance's first boot, it should run all "per-instance" configuration, | ||
whereas on a subsequent boot it should run only "per-boot" configuration. This | ||
section describes how ``cloud-init`` performs this determination, as well as | ||
why it is necessary. | ||
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When it runs, ``cloud-init`` stores a cache of its internal state for use | ||
across stages and boots. | ||
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If this cache is present, then ``cloud-init`` has run on this system | ||
before [#not-present]_. There are two cases where this could occur. Most | ||
commonly, the instance has been rebooted, and this is a second/subsequent | ||
boot. Alternatively, the filesystem has been attached to a *new* instance, | ||
and this is the instance's first boot. The most obvious case where this | ||
happens is when an instance is launched from an image captured from a | ||
launched instance. | ||
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By default, ``cloud-init`` attempts to determine which case it is running | ||
in by checking the instance ID in the cache against the instance ID it | ||
determines at runtime. If they do not match, then this is an instance's | ||
first boot; otherwise, it's a subsequent boot. Internally, ``cloud-init`` | ||
refers to this behaviour as ``check``. | ||
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This behaviour is required for images captured from launched instances to | ||
behave correctly, and so is the default that generic cloud images ship with. | ||
However, there are cases where it can cause problems [#problems]_. For these | ||
cases, ``cloud-init`` has support for modifying its behaviour to trust the | ||
instance ID that is present in the system unconditionally. This means that | ||
``cloud-init`` will never detect a new instance when the cache is present, | ||
and it follows that the only way to cause ``cloud-init`` to detect a new | ||
instance (and therefore its first boot) is to manually remove | ||
``cloud-init``'s cache. Internally, this behaviour is referred to as | ||
``trust``. | ||
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To configure which of these behaviours to use, ``cloud-init`` exposes the | ||
``manual_cache_clean`` configuration option. When ``false`` (the default), | ||
``cloud-init`` will ``check`` and clean the cache if the instance IDs do | ||
not match (this is the default, as discussed above). When ``true``, | ||
``cloud-init`` will ``trust`` the existing cache (and therefore not clean it). | ||
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Manual cache cleaning | ||
===================== | ||
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``Cloud-init`` ships a command for manually cleaning the cache: | ||
:command:`cloud-init clean`. See :ref:`cli_clean`'s documentation for further | ||
details. | ||
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Reverting ``manual_cache_clean`` setting | ||
---------------------------------------- | ||
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Currently there is no support for switching an instance that is launched with | ||
``manual_cache_clean: true`` from ``trust`` behaviour to ``check`` behaviour, | ||
other than manually cleaning the cache. | ||
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.. warning:: If you want to capture an instance that is currently in ``trust`` | ||
mode as an image for launching other instances, you **must** manually clean | ||
the cache. If you do not do so, then instances launched from the captured | ||
image will all detect their first boot as a subsequent boot of the captured | ||
instance, and will not apply any per-instance configuration. | ||
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This is a functional issue, but also a potential security one: | ||
``cloud-init`` is responsible for rotating SSH host keys on first boot, | ||
and this will not happen on these instances. | ||
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.. [#not-present] It follows that if this cache is not present, | ||
``cloud-init`` has not run on this system before, so this is | ||
unambiguously this instance's first boot. | ||
.. [#problems] A couple of ways in which this strict reliance on the presence | ||
of a datasource has been observed to cause problems: | ||
- If a cloud's metadata service is flaky and ``cloud-init`` cannot | ||
obtain the instance ID locally on that platform, ``cloud-init``'s | ||
instance ID determination will sometimes fail to determine the current | ||
instance ID, which makes it impossible to determine if this is an | ||
instance's first or subsequent boot (`#1885527`_). | ||
- If ``cloud-init`` is used to provision a physical appliance or device | ||
and an attacker can present a datasource to the device with a different | ||
instance ID, then ``cloud-init``'s default behaviour will detect this as | ||
an instance's first boot and reset the device using the attacker's | ||
configuration (this has been observed with the | ||
:ref:`NoCloud datasource<datasource_nocloud>` in `#1879530`_). | ||
.. _#1885527: https://bugs.launchpad.net/ubuntu/+source/cloud-init/+bug/1885527 | ||
.. _#1879530: https://bugs.launchpad.net/ubuntu/+source/cloud-init/+bug/1879530 |
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