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Endless Image Builder (EIB)

This program assembles the disk images for the Endless OS (EOS) from OSTree filesystem trees. Its main functions are:

  1. Pull the latest OSTree filesystem tree
  2. Create images from ostree with content added

Design

EIB is designed to be simple but flexible. The core is written in bash script and has just enough flexibility to our needs. The simplicity allows us to have a complete in-house understanding of the build system, enabling smooth organic growth as our requirements evolve. The build master(s) who maintain this system are not afraid of encoding our requirements in simple bash script.

The top level entry point is written in python. This is done to provide a rich configuration environment that allows Endless to quickly adjust to different product needs. See the Configuration section below for a detailed description of the image builder configuration.

When added complexity is minimal, we prefer calling into lower level tools directly rather than utilizing abstraction layers (e.g. we call mke2fs instead of using live-tools). This means we have a thorough understanding of the build system and helps to achieve our secondary goals of speed and flexibility.

The build process is divided into several stages, detailed below. An invocation can run some or all of these stages.

ostree stage

This stage pulls the latest tree from the remote ostree server to use as the image base.

image stage

This stage checks out the latest ostree into a new directory, configures the bootloader, adds content, and creates output images. After completing the image, a 2nd set of images for use in a 2 disk setup is created.

manifest stage

This stage assembles facts about the build and generates a merged JSON file in the output directory for publishing.

publish stage

This stage does a final publishing of the output directory to the remote image server.

error stage

This stage is only run in the event of an error and simply publishes the build log to the image server.

Setup

Known to work on Debian Buster (10) and newer. Required packages:

  • ostree
  • python3

Image signing

EIB signs the completed images with GPG. A private keyring must be installed in /etc/eos-image-builder/gnupg and the key ID must be set in the configuration.

SSH authentication

EIB uses a private key at /etc/eos-image-builder/ssh-key.pem as the identity file whenever ssh is used. SSH may be used for git fetching, content downloading, or image publishing.

AWS authentication

EIB uses a shared AWS credentials file at /etc/eos-image-builder/aws-credentials to authenticate to AWS services such as S3. See the AWS documentation for details on this file.

Netrc authentication

Authentication credentials for various remote servers are stored in a netrc(5) file at /etc/eos-image-builder/netrc. This can be passed to curl or parsed with the netrc python module.

Configuration

The image builder configuration is built up from a series of INI files. The configuration files are stored in the config directory of the builder. The order of configuration files read in is:

  • Default settings - config/defaults.ini
  • Product settings - config/product/$product.ini
  • Branch settings - config/branch/$branch.ini
  • Architecture settings - config/arch/$arch.ini
  • Platform settings - config/platform/$platform.ini
  • Personality settings - config/personality/$personality.ini

The image builder will then search for combinations of the build attributes. For instance, a product and personality combination would be read from config/product-personality/$product-$personality.ini. The order and format of these files follows the order of the attributes shown above. For instance, a branch and arch combination will always be specified in the form branch-arch rather than arch-branch. Likewise, this combination will come before a branch and platform combination.

System specific configuration is then loaded from /etc/eos-image-builder/config.ini.

Next, a local tree of configuration can be loaded from $localdir/config if a local settings directory is specified with the --localdir option. The configuration loaded here is the same as in the config directory in the source tree. For example, $localdir/config/defaults.ini and $localdir/config/branch/$branch.ini will be loaded.

For build specific settings, config/local.ini is then loaded from the source tree.

Finally, there are 3 configuration files whose settings will be used during the build but not displayed in the saved configuration file:

  • System private settings - /etc/eos-image-builder/private.ini
  • Local private settings = $localdir/config/private.ini
  • Checkout private settings - config/private.ini

None of these files are required to be present, but the defaults.ini file contains many settings that are expected throughout the core of the build.

New configuration options should be added and documented in defaults.ini. See the existing file for options that are available to customize. Settings in the build section are usually set in the ImageBuilder class as they're static across all builds.

Format

The format of the configuration files is INI as mentioned above. However, a form of interpolation is used to allow referring to other options. For instance, an option foo can use the value from an option bar by using ${bar} in its value. If bar was in a different section, it can be referred to by prepending the other section in the form of ${other:bar}.

The INI file parsing is done using the configparser python module. The interpolation feature is provided by its ExtendedInterpolation class. See the python documentation for a more detailed discussion of this feature.

The system and local configuration files are not typically used. They can allow for a permanent or temporary override for a particular host or build.

Schema

The image builder configuration scheme is intentionally very flexible to allow building images with various combinations of attributes. That flexibility means that it's easy to initiate builds with unsupported settings. A configuration schema can be defined to help ensure specific keys are set or to limit their values to a supported set.

The configuration schema is defined in config/schema.ini and $localdir/config/schema.ini. Schema files are INI formatted like the configuration itself. Sections and key names match the config files, with key suffixes as follows:

  • _required: true means that the key must be set
  • _values: the value, if set, must be within the space-separated list of values here

Merged options

In some cases, an option needs to represent a set of values rather than a single setting. Adding or removing items from the list is not possible with the features in the configuration parser.

To allow some method of building these lists, the builder will take options of the form <option>_add* and <option>_del* and merge them together into one option named <option>. Each whitespace separated value in the add and del variants is counted to determine whether it will remain in the merged option value. A value found in add will have its count incremented while a value found in del will have its count decremented. If the final count is less than or equal to 0, it is removed from the merged value.

Normally options loaded later in the configuration will override identically named options from earlier in the configuration. If an unmerged variant ends in _add or _del, a suffix based on the filesystem path will automatically be appended to make it unique. For instance, the option packages_add in defaults.ini will be converted to packages_add_defaults, and the option apps_add in product/eos.ini will be converted to apps_add_product_eos. These options can be interpolated in other parts of the configuration using the converted names.

Configuration files in the system directory will additionally include system in the merged option. For example, the options apps_del in /etc/eos-image-builder/config.ini will be converted to apps_del_system_config. Alternatively, any unmerged option that contains a suffix after add or del will be left as is such as apps_add_mandatory in defaults.ini.

If the option <option> already exists, it is not changed. This allows a configuration file to override all of the various add and del options from other files to provide the list exactly in the form it wants.

The current merged options are defined in the ImageConfigParser class attribute MERGED_OPTIONS in the eib module. See the defaults.ini file for a description of these options.

Accessing options

The build core accesses these settings via environment variables. The variables take the form of EIB_$SECTION_$OPTION. The build section is special and these settings are exported in the form EIB_$OPTION without the section in the variable name.

Seeing the full configuration

In order to see what the full configuration will look like after merging all configuration files and keys, run ./eos-image-builder --show-config with other --product type options for selecting the appropriate image variant. This will print the merged configuration in INI format. The merged configuration is also saved during the build into the output directory.

Seeing the apps and runtimes

Sometimes you may want to see which apps and runtimes will be included in an image, without actually building the image. To do this, run ./eos-image-builder --show-apps with other --product type options for selecting the appropriate image variant. This will print tables of apps, grouped by their runtime, along with compressed and uncompressed size estimates for each app and runtime.

# ./eos-image-builder --show-apps --product eos --personality pt_BR eos3.4

If you want to group by regional-personality-specific vs generic vs runtime instead, use --group-by nature:

# ./eos-image-builder --show-apps --group-by nature --product eos --personality pt_BR eos3.4

If you are trying to reduce the compressed image size by, say, 300 MB, you can pass --trim BYTES, and see crude suggestions for which apps to remove. (Hint: for images with a size limit, the number to use is in the image build log.)

# ./eos-image-builder --show-apps --trim 300000000 --product eos --personality pt_BR eos3.4

Execution

To run EIB, use the eos-image-builder script, optionally with a branch name:

# ./eos-image-builder [options] master

If no branch name is specified, master is used. If you want to only run certain stages, modify the buildscript file accordingly before starting the program.

Options available:

  • --product: specify product to build (eos, eosnonfree, eosdev)
  • --platform: specify a sub-architecture to build (e.g. pinebookpro)
  • --personality: specify image personality to build (base, en)
  • --dry-run: perform a build, but do not publish the results

Customization

The core of EIB is just a wrapper. The real content of the output is defined by customization scripts found under hooks/. These scripts have access to environment variables and library functions allowing them to integrate correctly with the core. If a local settings directory is provided with the --localdir option, hooks in the $localdir/hooks directory are preferred to those in the checkout's hooks directory. This allows providing both custom hooks as well as overriding existing hooks.

The scripts to run are organized under hooks/GROUP where GROUP is a group of hooks run by a particular stage. The hooks to run are managed in the configuration with merged hooks keys under each group. For instance, the image group hooks to run are defined in the image:hooks configuration key. This allows easy customization for different OS variants. These are merged options as described above, so they can be added to or pruned by specific products.

If a script has an executable bit, it is executed directly. Otherwise it is executed through bash and will have access to the library functions.

If a script filename finishes with ".chroot" then it is executed within the chroot environment, as if it is running on the final system. Otherwise, the script is executed under the regular host environment. It is preferred to avoid chrooted scripts when it is easy to run the operation outside of the chroot environment.

Scripts are executed in lexical order and the convention is to prefix them with a two-digit number to make the order explicit. Each script should be succinct - we prefer to have a decent number of small-ish scripts, rather than having a small number of huge bash rambles.

ostree customization

The ostree stage currently has no customization hooks.

image customization

At the start of the image stage, the customization hooks under content are run. These hooks are intended to ensure that all content for the current personality is available on the host disk, to be used later. ${EIB_CONTENTDIR} should be used for storing this, and ${EIB_PERSONALITY} states which personality is being built.

Once the ostree has been checked out (onto the host disk), customization hooks under image are run. ${OSTREE_DEPLOYMENT} contains the path to the checkout, and ${EIB_PERSONALITY} states which personality is being built.

The entire cache (${EIB_CACHEDIR}) and source (${EIB_SRCDIR}) directories are made available to both the image chroot hooks. This includes other directories and files derived from the cache directory such as ${EIB_CONTENTDIR} and ${EIB_OUTDIR} or source directory such as ${EIB_DATADIR} or ${EIB_HELPERSDIR}.

Installation of Flatpaks is handled in the image stage. This uses configuration in flatpak-remote-* sections. See the comments in default configuration file for details.

manifest customization

The manifest stage takes fragment JSON files found in the ${EIB_MANIFESTDIR} directory and assembles them into a merged JSON file in ${EIB_OUTDIR}. Some basic facts about the build are provided, but it's expected that other stages generate fragment JSON files as they produce content. A manifest hook group is provided for customization that is best done when the build is completed.

publish customization

Keeping with the design that the core is simple and the meat is kept under customization, the publish stage does nothing more than call into customization hooks kept in publish. These hooks should take the output of ${EIB_OUTDIR} and push it to the final destination.

error customization

Like the publish stage, the error stage simply calls the customization hooks kept in error. These hooks should take the build.txt file from ${EIB_OUTDIR} and push it to the final destination. This stage should also clean up for subsequent builds.

Testing

Some parts of the image builder can be tested with pytest. Install the testing dependencies with pip3 install -r requirements-test.txt. After installing pytest, run pytest (or pytest-3 if pytest is for python 2) from the root of the checkout.

Various options can be passed to pytest to control how the tests are run. See the pytest usage documentation for details. When debugging test failures, the --basetemp option allows specifying the directory where each test's temporary directory will be stored. This can be helpful to examine the files generated during tests. Another useful option is --log-cli-level=DEBUG. Normally log messages are suppressed unless there's a test failure. This option prints the messages in the test output as they happen.

The default image builder configuration and execution options are setup for building production images on the Endless builders with access to all needed assets. However, when making changes on the image builder, it's important to test them locally. There are a few options available for running the image builder locally in a mostly unprivileged environment.

First, eos-image-builder provides options that are more appropriate for testing. The -n or --dry-run option will skip publishing of the completed image. This not only keeps the test image from being published, but it avoids likely authentication errors with other Endless services.

Next, config/local.ini can be used to change the image configuration in various ways that make a local build more likely to succeed. Since local.ini is parsed last, it can be used to override any other settings. The file config/local.ini.example has examples of these types of settings. Copying it to config/local.ini and making any further local adjustments is recommended. See the comments in the example file.

Finally, eos-image-builder uses private keys in /etc/eos-image-builder to manage authentication and image signing. The local.ini.example file sets various options so that authentication to external services is generally not required. See the Setup section above if you want to test authentication or GPG signing.

Now you should be able to run sudo ./eos-image-builder with the options mentioned above as well as any --product type options to select the appropriate image variant for the base configuration.

Licensing and redistribution

Images built with this tool include Endless OS (more precisely: the Endless OS ostree filesystem tree), a copyrighted collective work of the Endless OS Foundation, and hence any redistribution of such images is subject to the Endless OS Redistribution Policy.

This eos-image-builder tool in itself is Open Source software licensed under the GNU GPL v2.