Automate creation of Windows server as VMware Fusion images used to make Vagrant boxes for the HashiCorp Atlas repository
- Vagrant vs. Docker
- More on DevOps
This tutorial contains hands-on step-by-step instructions to create a Windows 2016 server within a Mac laptop (the host machine), using software from HashiCorp: Packer, Vagrant, Atlas. This is more of a deep dive than others, as it explains the intricacies for troubleshooting, with commentary flagged as “PROTIP” along the way.
NOTE: Content here are my personal opinions, and not intended to represent any employer (past or present). “PROTIP:” here highlight information I haven’t seen elsewhere on the internet because it is hard-won, little-know but significant facts based on my personal research and experience.
The workflow begins with manually registering with Microsoft for download of a large installer file (an ISO image) that’s like what is on a DVD. To automate this on macOS we download from GitHub a script processed by Packer from HashiCorp.
We need to automate this because Microsoft limits its free license to 180 days (6 months). This building from scatch is like buying a new computer. You’ll have the very latest versions of all software. This is important to keep up with changes without spending what usually takes days.
The script downloads the iso file to create a VMware Fusion server image. VMware is needed for nested virtualization of Windows HyperV containers. A Windows Update is applied to get the latest security patches. Agents for accessing the machine within Azure and other clouds is added, called WMF (Windows Management Framework).
We then keep the image small by removing unneeded files and defragmenting the disk.
The VMware image can then be converted to a box image in a format used by Vagrant (from HashiCorp) so that it can be made available for download from a repository of Vagrant box images called Atlas that HashiCorp has made available.
BTW, HashiCorp also has a licensed utility that dynamically updates the Vagrant file when changes are made in the VMWare image.
Having images in the cloud means that one line in a Vagrantfile obtained from GitHub is all that’s needed for Vagrant to bring up a Windows machine.
Hashicopr provides a Vagrant RDP program for GUI access the Windows instance. Custom Windows apps can be added inside this Windows server.
to create Dockerized images such as Windows Docker Containers. The images are pushed up to DockerHub so others can use it to run as isolated instances on Windows server machines in production.
Vagrant vs. Docker
This tutorial is rather dated because many are migrating from Vagrant images to Docker.
Vagrant has been around longer than Docker. So some consider it more “mature”, stable, “simpler to understand” than Docker.
Windows 8.1 and Windows 10 Business editions came with Hyper-V installed. Small VM’s of Ubuntu using RTcamps EasyEngine. Simple to spin up a new instance of WordPress. Great for debugging and testing and the connecting of SFTP with PHPstorm makes everything sync easily.
Individual Vagrant box images are Gigabytes (many times) larger than Docker “containers”, and thus take more RAM as well. This is because Vagrant box images contains the entire operating system whereas Docker separates out shared components. See my “Docker setup tutorial”.
- create a container running https://github.com/jwilder/nginx-proxy on port 80. Then specify a VIRTUAL_HOST environment variable when creating other containers to give them a domain name.
- Be inside a Terminal window, on any directory.
- Make sure you have enough free disk space (5-10 GB at least).
- Install Homebrew. See my instructions
- Install a Git client.
ssh.exe (like putty for Windows).
VMWare Fusion install
Install VMware Fusion for macOS (not the Pro edition) for its drivers.
There is a Homebrew:
brew search vmware
PROTIP: New brew versions lag behind what is available online for download.
Click “Download Now” for the installer (not the Pro edition) from:
- VMware-Fusion-11.1.0-13668589.dmg was 520.1 MB
- VMware-Fusion-8.5.8-5824040.dmg was 467 MB
PROTIP: The default location of virtual machine images changed in Fusion 11.x “$HOME/VirtualMachines” from “$HOME/Documents/VirtualMachines” in Fusion 8.x and 10.x.
In Finder folder “/Applications”, if it’s there, right-click on an existing VMWare Fusion and Move to Trash.
To avoid “File not found” errors after install, if you have an existing version, in the macOS Dock at the edge of a screen, right-click on the VMWare Fusion app icon to see images have been installed:
QUESTION: Where are these files?
Files that appear should be backed up to a USB drive.
- In Finder Downloads folder, double-click on the .dmg file to run the installer.
- Double-click “VMWare Fusion.app” in the pop-up.
- Click “Open” in the pop-up.
- Type in your password.
- Click “Agree.
- Click to agree to Security Extensions.
- Exit the pop-up by clicking the “X” at the upper-left.
- On the Fusion installer screen, click Agree.
- You will be asked to pay $395 for the license after 10 days.
- PROTIP: Save the License key in 1Password or other repository.
- Click “OK” to access “System Events.app”.
- Cursor to the top of the screen to click “VMware Fusion” and “About” to verify the version installed.
- Press command+Q to quit out the program.
Open “VMwar Fusion”. If you see “Find not found”,
- In Finder, on the left pane, scroll to the “Locations” section to click the exit icon to the right of “VMware Fusion”.
To save space, in the Downloads folder, right-click the VMware-Fusion-…dmg and “Move to Trash”.
PROTIP: There is no need to invoke the program from Applications folder (/Applications/VMware Fusion.app). See this.
Drag the app icon and drop it in the mac’s Dock.
Install Vagrant using Homebrew:
export HOMEBREW_CASK_OPTS="--appdir=/Applications" brew install --cask vagrant
To avoid issues, delete the curl program from Vagrant so your Mac’s program is used:
sudo rm /opt/vagrant/embedded/bin/curl
All Vagrant commands
List Vagrant commands:
Usage: vagrant [options] command> [args>] -v, --version Print the version and exit. -h, --help Print this help. Common commands: box manages boxes: installation, removal, etc. connect connect to a remotely shared Vagrant environment destroy stops and deletes all traces of the vagrant machine global-status outputs status Vagrant environments for this user halt stops the vagrant machine help shows the help for a subcommand init initializes a new Vagrant environment by creating a Vagrantfile login log in to HashiCorp's Vagrant Cloud package packages a running vagrant environment into a box plugin manages plugins: install, uninstall, update, etc. port displays information about guest port mappings powershell connects to machine via powershell remoting provision provisions the vagrant machine push deploys code in this environment to a configured destination rdp connects to machine via RDP reload restarts vagrant machine, loads new Vagrantfile configuration resume resume a suspended vagrant machine share share your Vagrant environment with anyone in the world snapshot manages snapshots: saving, restoring, etc. ssh connects to machine via SSH ssh-config outputs OpenSSH valid configuration to connect to the machine status outputs status of the vagrant machine suspend suspends the machine up starts and provisions the vagrant environment validate validates the Vagrantfile version prints current and latest Vagrant version For help on any individual command run `vagrant COMMAND -h` Additional subcommands are available, but are either more advanced or not commonly used. To see all subcommands, run the command `vagrant list-commands`.
Vagrant VMware install
Install the Vagrant Fusion plugin from HashiCorp:
vagrant plugin install vagrant-vmware-fusion
The response at time of writing:
Installing the 'vagrant-vmware-fusion' plugin. This can take a few minutes... Fetching: vagrant-vmware-fusion-5.0.4.gem (100%) Building native extensions. This could take a while... Vagrant is installing the VMware plugin which requires root access. You may be prompted for your password to complete setup. Installed the plugin 'vagrant-vmware-fusion (5.0.4)'!
Pay $79 for the license at https://www.vagrantup.com/vmware/index.html
Vagrant plugin usage documentation is at: https://docs.vagrantup.com/v2/plugins/usage.html
- Open the email from HashiCorp. Click the link. Click “click here” to download the
Construct the command with the name of the license file within the Downloads folder:
vagrant plugin license vagrant-vmware-fusion ~/Downloads/hashicorp-vagrant-license.lic
Installing license for 'vagrant-vmware-fusion'... The license for 'vagrant-vmware-fusion' was successfully installed!
QUESTION: What is the name of the provider to use?
Packer from GitHub
Packer (at packer.io) is from HashiCorp who created Vagrant. It is a cross-vendor utility that builds images used by VMware and cloud providers: Amazon EC2, CloudStack, DigitalOcean, Docker, Google Compute Engine, Microsoft Azure, QEMU, VirtualBox.
Install Packer using Homebrew:
brew install packer
Create a folder to house various repositories from GitHub:
cd ~ mkdir gits cd gits
Alternately, some prefer
Create a folder to house repositories around a subject, such as virtual machines:
cd ~/gits mkdir vms cd vms
Alternately, use your own “subject” folder.
Get the Packer scripts (just the latest version):
git clone https://github.com/StefanScherer/packer-windows --depth=1 cd packer-windows
Cloning into 'packer-windows'... remote: Counting objects: 178, done. remote: Compressing objects: 100% (142/142), done. remote: Total 178 (delta 47), reused 93 (delta 11), pack-reused 0 Receiving objects: 100% (178/178), 135.62 KiB | 0 bytes/s, done. Resolving deltas: 100% (47/47), done.
Use a text editor to view file
The sections are “builder”, “provisioners”, “Post-processors”, and “variables”.
The “iso_url” variable defines the URL to get the Windows 2016 disk image.
WARNING: The URL changes over time.
Register for Windows ISO file
Get to the page providing downloads of Windows Server 2016 Evaluation edition good for 180 days:
We come to this page to get a cookie for a Packer script to download.
- Click Register, and provide your info.
- Select “ISO” (not Azure or Virtua Lab). Click Continue.
- Fill in your name, work email, country, etc. Click Continue.
- Select “English” language. Click Download.
Cancel the download of file:
Leave it to the Packer to download the file, but we want to make sure that it downloads the most recent file Microsoft has.
PROTIP: The file at time of writing is a whopping 6.5 GB! So it may take hours to download, depending on how fast your internet connection is.
Packer pulls the installer and runs it
To have Packer download the big .iso file from Microsoft: It’s big so it will take a long time.
While in the packer-windows folder, use the Packer file windows_2016_docker.json in the repo from Stefan:
packer build --only=vmware-iso windows_2016_docker.json
Note one of the response lines from it:
==> vmware-iso: Downloading or copying: http://care.dlservice.microsoft.com/dl/download/1/4/9/149D5452-9B29-4274-B6B3-5361DBDA30BC/14393.0.161119-1705.RS1_REFRESH_SERVER_EVAL_X64FRE_EN-US.ISO vmware-iso: Download progress: 1% ==> vmware-iso: Creating floppy disk... vmware-iso: Copying files flatly from floppy_files vmware-iso: Copying file: ./answer_files/2016_core/Autounattend.xml vmware-iso: Copying file: ./scripts/disable-screensaver.ps1 vmware-iso: Copying file: ./scripts/disable-winrm.ps1 vmware-iso: Copying file: ./scripts/docker/enable-winrm.ps1 vmware-iso: Copying file: ./scripts/docker/2016/install-containers-feature.ps1 vmware-iso: Copying file: ./scripts/microsoft-updates.bat vmware-iso: Copying file: ./scripts/win-updates.ps1 vmware-iso: Done copying files from floppy_files vmware-iso: Collecting paths from floppy_dirs vmware-iso: Resulting paths from floppy_dirs :  vmware-iso: Done copying paths from floppy_dirs ==> vmware-iso: Creating virtual machine disk ==> vmware-iso: Building and writing VMX file ==> vmware-iso: Starting virtual machine...
Packer stores the installer into a folder named “packer_cache”. So to run using what has already been downloaded:
packer build --only=vmware-iso windows_2016_docker.json --var iso_url=~/gits/vms/packer-windows/packer_cache/49f719e23c56a779a991c4b4ad1680b8363918cd0bfd9ac6b52697d78a309855.iso
NOTE: This is also MSDN file en_windows_server_2016_x64_dvd_9718492.iso
PROTIP: The Packer command can be restarted and it restarts where it left off on partial downloads. Once downloaded, it knows to not download again.
The rest of the response:
vmware-iso: Download progress: 100% ==> vmware-iso: Creating floppy disk... vmware-iso: Copying files flatly from floppy_files vmware-iso: Copying file: ./answer_files/2016/Autounattend.xml vmware-iso: Copying file: ./floppy/WindowsPowershell.lnk vmware-iso: Copying file: ./floppy/PinTo10.exe vmware-iso: Copying file: ./scripts/disable-screensaver.ps1 vmware-iso: Copying file: ./scripts/disable-winrm.ps1 vmware-iso: Copying file: ./scripts/docker/enable-winrm.ps1 vmware-iso: Copying file: ./scripts/docker/2016/install-containers-feature.ps1 vmware-iso: Copying file: ./scripts/microsoft-updates.bat vmware-iso: Copying file: ./scripts/win-updates.ps1 vmware-iso: Done copying files from floppy_files vmware-iso: Collecting paths from floppy_dirs vmware-iso: Resulting paths from floppy_dirs :  vmware-iso: Done copying paths from floppy_dirs ==> vmware-iso: Creating virtual machine disk ==> vmware-iso: Building and writing VMX file ==> vmware-iso: Starting virtual machine...
### VMware Fusion Internal Error
On occassion, my VMware Fusion 8.5 displays “Internal error” upon starting an image.
==> vmware-iso: Error starting VM: VMware error: Error: Cannot connect to the virtual machine ==> vmware-iso: Deleting output directory... Build 'vmware-iso' errored: Error starting VM: VMware error: Error: Cannot connect to the virtual machine ==> Some builds didn't complete successfully and had errors: --> vmware-iso: Error starting VM: VMware error: Error: Cannot connect to the virtual machine ==> Builds finished but no artifacts were created.
PROTIP: The Packer command can be restarted and it restarts where it left off
### Windows Desktop Update
Packer shows this message while it constructs a Windows instance:
==> vmware-iso: Waiting for WinRM to become available...
A cmd.exe window appears to display messages about the Update process, which can take a while.
Checking for Windows Updates Script: A:\win-updates.ps1 Script User: VAGRANT-2016\vagrant Started: 9/18/2017 12:30:58 AM
We wait (with no countdown UI) while this appears:
WARNING: If Windows Update is interrupted, Packer will start again with a new instance of VMware Fusion image, and download again.
TODO: Contact them and see if we can avoid re-downloading.
PROTIP: Keep your laptop plugged into a power source and a (preferrably fast) network.
PROTIP: Keep the macOS screen from going to sleep: choose Apple menu > System Preferences, click Energy Saver. Drag the “Display sleep” to “Never”.
PROTIP: To move mouse beyond the Windows machine, press command+Tab until the process you want is highlighted.
The WindowsServer2016Docker.vmx file that VMware Fusion opens is created inside the output-vmware-iso folder. However, this folder is moved to:
when you see:
Build 'vmware-iso' finished. ==> Build finished. The artifacts of successful builds are: --> vmware-iso: 'vmware' provider box: windows_2016_docker_vmware.box
The .box file is created in the GitHub root level directory.
Custom applications are added within the Vagrant image, not in the .vmx image.
vagrant box add windows_2016_docker windows_2016_docker_vmware.box
detected as metadata. Adding it directly... ==> box: Adding box 'windows_2016_docker' (v0) for provider: box: Unpacking necessary files from: file:///Users/wilsonmar/gits/vms/packer-windows/windows_2016_docker_vmware.box ==> box: Successfully added box 'windows_2016_docker' (v0) for 'vmware_desktop'!
PROTIP: The above command adds to folder
~/.vagrant.d/boxes/under your user home.
List Vagrant boxes (to verify):
vagrant box list
The response should be:
windows_2016_docker (vmware_desktop, 0)
To create a bare-bones Vagrantfile:
vagrant init windows_2016_docker windows_2016_docker_vmware.box
CAUTION: This overwrites an existing Vagrantfile if one exists.
A `Vagrantfile` has been placed in this directory. You are now ready to `vagrant up` your first virtual environment! Please read the comments in the Vagrantfile as well as documentation on `vagrantup.com` for more information on using Vagrant.
vagrantfile-windows_2016.templatefrom the GitHub repo onto
cp vagrantfile-windows_2016.template Vagrantfile
PROTIP: By default, macOS does not recognize “.template” as a file to be edited, so after right-clicking such a file, select Open With, then “Other” to select your favorite text editor (Sublime Text, Atom, etc.)
Enable Windows RDP
Edit the Vagrantfile to reference the name of the box file in the vagrant add above</a>:
config.vm.define "windows_2016_docker" config.vm.box = "windows_2016_docker_vmware.box"
Notice the specification of the Windows user name and password:
# Admin user name and password config.winrm.username = "vagrant" config.winrm.password = "vagrant"
Install WMF 5.0 (Windows Management Framework) PowerShell.
WARNING: Windows 10 / Server 2016 has WMF/PowerShell 5 pre-installed which is maintained by Windows Updates.
Bring up Vagrant .box in the folder:
vagrant up \-\-provider vmware_fusion?
Bringing machine 'default' up with 'vmware_fusion' provider... ==> default: VMware requires root privileges to make many of the changes ==> default: necessary for Vagrant to control it. In a moment, Vagrant will ask for ==> default: your administrator password in order to install a helper that will have ==> default: permissions to make these changes. Note that Vagrant itself continues ==> default: to run without administrative privileges. ==> default: Box 'windows_2016_docker' could not be found. Attempting to find and install... default: Box Provider: vmware_desktop, vmware_fusion, vmware_workstation default: Box Version: >= 0 ==> default: Box file was not detected as metadata. Adding it directly... ==> default: Adding box 'windows_2016_docker' (v0) for provider: vmware_desktop, vmware_fusion, vmware_workstation default: Unpacking necessary files from: file:///Users/wilsonmar/gits/vms/packer-windows/windows_2016_docker_vmware.box ==> default: Successfully added box 'windows_2016_docker' (v0) for 'vmware_desktop'! ==> default: Cloning VMware VM: 'windows_2016_docker'. This can take some time... ==> default: Verifying vmnet devices are healthy... ==> default: Preparing network adapters... WARNING: The VMX file for this box contains a setting that is automatically overwritten by Vagrant WARNING: when started. Vagrant will stop overwriting this setting in an upcoming release which may WARNING: prevent proper networking setup. Below is the detected VMX setting: WARNING: WARNING: ethernet0.pcislotnumber = "33" WARNING: WARNING: If networking fails to properly configure, it may require this VMX setting. It can be manually WARNING: applied via the Vagrantfile: WARNING: WARNING: Vagrant.configure(2) do |config| WARNING: config.vm.provider :vmare_fusion do |vmware| WARNING: vmware.vmx["ethernet0.pcislotnumber"] = "33" WARNING: end WARNING: end WARNING: WARNING: For more information: https://www.vagrantup.com/docs/vmware/boxes.html#vmx-whitelisting ==> default: Starting the VMware VM... ==> default: Waiting for machine to boot. This may take a few minutes... default: WinRM address: 192.168.182.129:5985 default: WinRM username: vagrant default: WinRM execution_time_limit: PT2H default: WinRM transport: negotiate ==> default: Machine booted and ready! ==> default: Forwarding ports... default: -- 3389 => 3389 default: -- 22 => 2222 default: -- 5985 => 55985 default: -- 5986 => 55986 default: WinRM address: 192.168.182.129:5985 default: WinRM username: vagrant default: WinRM execution_time_limit: PT2H default: WinRM transport: negotiate ==> default: Configuring network adapters within the VM... ==> default: Configuring secondary network adapters through VMware ==> default: on Windows is not yet supported. You will need to manually ==> default: configure the network adapter. ==> default: Enabling and configuring shared folders... default: -- /Users/wilsonmar/gits/vms/packer-windows: /vagrant
The Windows Desktop should now appear.
Get the VMware Fusion menu by moving your mouse/trackpad cursor to the top of the screen. Select View > Single Window.
Select menu Window > Virtual Machine Library to see that the VMware instance is a “Linked clone” in directory
Click the entry within the VIRTUAL MACHINES list to return to the VMware Fusion instance.
Click the Windows icon and choose Shutdown.
In the VMWare Fusion Window > Virtual Machine Library, right-click on “packer-windows” to select “Create Full Clone”.
Boxster to add Windows apps
PROTIP: In the clone, add Windows apps using Terraform (or Ansible or PowerShell DSC) so that if something goes terribly wrong, you can begin anew with much less effort.
Within Windows, download the zip from boxstarter.org to install Chocolatey and its modules within PowerShell. Exit PowerShell when done.
For resiliancy of reboots, Boxstarter intercepts all Chocolatey install commands to check for pending reboots and reboots the machine automatically, then log the user back on and resume the installation. Boxstarter will even suspend Bitlocker, if enabled, to avoid prompts for the Bitlocker key upon reboot.
Vagrant Global Status
Get the id:
A sample response:
id name provider state directory -------------------------------------------------------------------------------- 16b921a default vmware_fusion running /Users/wilsonmar/gits/vms/packer-windows The above shows information about all known Vagrant environments on this machine. This data is cached and may not be completely up-to-date. To interact with any of the machines, you can go to that directory and run Vagrant, or you can use the ID directly with Vagrant commands from any directory. For example: "vagrant destroy 1a2b3c4d"
RDP into Windows
Open another Terminal window to login to the new server via Microsoft’s Remote Desktop Protocol:
Alternately, open a Terminal window to login to the new server via SSH (Secure Shell) if port 22 was open.
Matt Wrock (@mwrockx, hurryupandwait.io), Software Development Engineer at Chef Software
Lightweight Windows Vagrant Boxes with Packer [41:27] at HashiConf 19 Sep 2016. [4:08] shows file.
Creating windows base images using Packer and Boxstarter July 17, 2015
- Best Practices with Packer and Windows with code at https://github.com/MattHodge/PackerTemplates/
unattended install of Visual Studio, SQL Server, IIS, Windows Updates and more from a chocolatey script stored as a gist using Boxstarter.org
More on DevOps
This is one of a series on DevOps:
- ci-cd (Continuous Integration and Continuous Delivery)
- User Stories for DevOps
- Git and GitHub vs File Archival
- Git Commands and Statuses
- Git Commit, Tag, Push
- Git Utilities
- Data Security GitHub
- GitHub API
- Choices for DevOps Technologies
- Pulumi Infrastructure as Code (IaC)
- Java DevOps Workflow
- AWS DevOps (CodeCommit, CodePipeline, CodeDeploy)
- AWS server deployment options
- Cloud services comparisons (across vendors)
- Cloud regions (across vendors)
- Azure Cloud Onramp (Subscriptions, Portal GUI, CLI)
- Azure Certifications
- Azure Cloud Powershell
- Bash Windows using Microsoft’s WSL (Windows Subsystem for Linux)
- Azure Networking
- Azure Storage
- Azure Compute
- Digital Ocean
- Packer automation to build Vagrant images
- Terraform multi-cloud provisioning automation
Hashicorp Vault and Consul to generate and hold secrets
- Powershell Ecosystem
- Powershell on MacOS
- Jenkins Server Setup
- Jenkins Plug-ins
- Jenkins Freestyle jobs
- Docker (Glossary, Ecosystem, Certification)
- Make Makefile for Docker
- Docker Setup and run Bash shell script
- Bash coding
- Docker Setup
- Dockerize apps
- Kubernetes Operators
- Threat Modeling
- API Management Microsoft
- Scenarios for load
- Chaos Engineering