Edge Installer Configuration

The Edge Installer configuration user data accepts a parameter named stylus. In addition to the stylus parameter, the user data file also supports the use of cloud-init stages and other Kairos-supported parameters. The stylus.site parameter is how you primarily configure the Edge host, but you can also use cloud-init stages to customize the installation. Refer to the Site Parameters for a list of all the parameters supported in the stylus.site parameter block.

info

The #cloud-config value is a required cloud-init header required by the cloud-init standard.

User Data Parameters

Defaults

The Edge Installer is configured with a set of default values.

Parameter	Default	Description
paletteEndpoint	api.spectrocloud.com	The Palette API endpoint.
prefix	edge	The prefix prepended to the edge device hostname to form the unique identifier.
registrationURL	https://edge-registration-generic.vercel.app	The URL that operators should use when registering the Edge host with Palette.
disableAutoRegister	false	Set to true if you want to disable auto registration. Refer to the Register Edge Host reference page to learn more about Edge host registrations.

The default values assume you are installing the Edge host in an environment without a network proxy, do not require remote access to the Edge host, and are using Palette SaaS. If you have requirements different from the default values, you must provide the Edge Installer with additional information.

You can provide the installer with additional configuration values in the user data configuration file. The following table contains all the supported user data parameters the installer accepts.

Debug Parameters

You can enable the debug and trace parameters when you need to troubleshoot Edge Installer issues.

Parameter	Description
debug	Enable this parameter for debug output. Allowed values are true or false. Default value is false.
trace	Enable this parameter to display trace output. Allowed values are true or false. Default value is false.
imageOverride	You can specify a different Edge Installer image versus the default image.

#cloud-config
stylus:
  debug: true
  trace: true
  imageOverride: "example.com/example-installer:v1.4.0"

Install Mode

You can specify the mode the Edge Installer should prepare the installation for. The Edge Installer supports two different modes.

• Connected: The site has internet connectivity and the installation is initiated through Palette.

• Air-Gapped: The site does not have internet connectivity. The Installation is initiated through the Palette Edge CLI.

Parameter	Description
installationMode	Allowed values are connected and airgap. Default value is connected.

#cloud-config
stylus:
  installationMode: "connected"

Initial Configuration

You can configure the Edge Installer to enable the initial configuration in the Palette Terminal User Interface (TUI) when you boot up the Edge host for the first time. For more information about initial configuration, refer to Initial Edge Host Configuration.

Parameter	Description
includeTui	Enable Palette TUI for initial Edge host configuration. Default value is false.

For example, the following configuration enables the Palette TUI.

stylus:
  installationMode: airgap
  includeTui: true
  skipStylusUpgrade: true

Local UI

You can change the port that the Edge management console is exposed on. The default port is 5080.

Parameter	Description
emcServer.port	Specifies the port that the Edge management console is exposed on. Default value is 5080.

External Registry

You can point the Edge Installer to a non-default registry to load content from another source. Use the registryCredentials parameter object to specify the registry configurations.

Parameter	Description
domain	The domain of the registry. You can use an IP address plus the port or a domain name.
username	The username to authenticate with the registry.
password	The password to authenticate with the registry.
insecure	Whether to allow insecure connections to the registry. Default value is false.
encodedPassword	Specifies whether the password as given is base64 encoded.true means that the provided password is base64 encoded and that when using the password to authenticate, the password must be decoded first. false means the password is not encoded and must be used as is to authenticate with the registry. Default is false.

#cloud-config
stylus:
  registryCredentials:
    domain: 10.10.254.254:8000/spectro-images
    username: ubuntu
    password: <yourPassword>
    insecure: true

Site Parameters

The stylus.site blocks accept the following parameters.

Parameter	Description
paletteEndpoint	The URL endpoint that points to Palette. Example: api.spectrocloud.com
edgeHostToken	A token created at the tenant scope that is required for auto registration.
projectUid	The ID of the project the Edge host will belong to.
projectName	The name of the project.
name	Hostname of the Edge device. A hostname is composed of one label or a series of labels concatenated with dots. For example, spectro-host and host.spectrocloud.com are both valid host names. The entire hostname, including the delimiting dots, has a maximum of 253 ASCII characters. Each label may contain only the lower-case ASCII letters a through z, the digits 0 through 9, and the hyphen-minus character ('-'), and may contain no more than 63 characters. A hostname must start and end with alphanumeric characters. \
prefix	A prefix prepended to the Edge device hostname to form the Edge device ID. Only alphanumeric characters and the hyphen-minus character are allowed. By default, this value is set to edge.
network	The network configuration settings. Review the Site Network Parameters below for more details.
registrationURL	The URL that operators should use to register the Edge host with Palette.
insecureSkipVerify	This controls whether or not a client verifies the server's certificate chain and hostname.
caCerts	The Secure Sockets Layer (SSL) certificate authority (CA) certificates.
clusterId	The ID of the host cluster the edge host belongs to.
clusterName	The name of the host cluster the edge host belongs to.
tags	A parameter object you use to provide optional key-value pairs. Refer to the Tags section to learn more.
tagsFromFile	Specify tags from a file. Refer to the Tags section to learn more.
tagsFromScript	Use a script to generate the tags. Refer to the Tags section to learn more.
deviceUIDPaths	Specify the file path for reading in product or board serial that can be used to set the device ID. The default file path is /sys/class/dmi/id/product_uuid. Refer to the Device ID (UID) Parameters section to learn more.

info

If you do not specify a hostname for the edge device, the system will generate one from the serial number of the device. If the Edge Installer cannot identify the serial number, it will generate a random ID instead. In cases where the hardware does not have a serial number, we suggest that you specify a value so there is minimal chance of duplication. Use the value "$random" to generate a random ID. You can also use the DeviceUIDPaths to read in a value from a system file.

Site Network Parameters

Use the site network parameters to configure network settings so the edge host can communicate with Palette.

Parameter	Description
siteNetwork.httpProxy	The URL of the HTTP proxy endpoint.
siteNetwork.httpsProxy	The URL of the HTTPS proxy endpoint.
siteNetwork.noProxy	The list of IP addresses or CIDR ranges to exclude routing through the network proxy.
siteNetwork.interfaces	The network settings respective to the interfaces. Review the Network Parameters table below for more details.
siteNetwork.nameserver	The IP address of the global DNS nameserver that requests should be routed to.

Network Parameters

Network settings specific to the network interface of the edge host. You can configure multiple interfaces.

Parameter	Description
networkInterface.ipAddress	The assigned IP address to the network interface.
networkInterface.mask	The network mask for the assigned IP address.
networkInterface.type	Defines how the IP address is assigned. Allowed values are dhcp or static. Defaults to dhcp.
networkInterface.gateway	The network gateway IP address.
networkInterface.nameserver	The IP address of the DNS nameserver this interface should route requests to.

Device ID (UID) Parameters

The device ID is generated by a specific priority sequence. The below table outlines the priority order from top to bottom when generating a UID for the Edge host. The UID generation starts with priority one, the device name, followed by attributes within the deviceUIDPAths, and lastly generating a random UUID if all other methods are unsuccessful.

Priority	Method	Description
1	name	The device name is used as the primary identifier for the Edge host.
2	deviceUIDPaths	Specifies the paths and associated regular expressions to extract the UID.
3	"$random"	Assigns a random UUID as the Edge host ID.

By default, the product UID path is set to /sys/class/dmi/id/product_uuid. To modify this path and use other attributes within the same folder, such as the product or board serial, use the regex parameter. For example, instead of the default path /sys/class/dmi/id/product_uuid, you can use the board Serial Number path /sys/class/dmi/id/board_serial by applying a regex parameter. Refer to the regex syntax reference guide to learn more.

Parameter	Description
name	The path of the file containing the UID.
regex	The regular expression pattern to match the UID.

You can use the regex parameter to remove unsupported characters from attributes to Refer to the warning box below for a list of unsupported characters.

#cloud-config
stylus:
  site:
    deviceUIDPaths:
      - name: /etc/palette/metadata-regex
        regex: "edge.*"

warning

The length of the UID truncates to a maximum allowed length of 128 characters. The following characters are unsupported:

/ ? # & + % , $ ~ ! @ * () {} | = ; : <> ' . ^ "

Tags

You can assign tags to the Edge host by specifying tags manually in the configuration file. The tags object accepts key-value pairs. The following example shows how to assign tags manually to the Edge host.

#cloud-config
stylus:
  site:
    tags:
      env: prod
      department: engineering

You can also specify tags through alternative methods that are more dynamic, such as reading in tags from a file or from a script that returns a JSON object. You can combine the various methods to provide tags to the Edge host. The following sections describe the various methods you can use to provide tags dynamically to the Edge host.

info

The order of precedence for tags is as follows:

1. Manually provided tags - tags.

2. Tags from a script - tagsFromScript.

3. Tags from a file - tagsFromFile.

Tags from higher priority orders override tags from lower priority. For example, if you specify a tag manually and also specify the same tag in a tagsFromFile, the tag from the tag object is what the Edge installer will use.

Tags From a File

You can specify tags from a file by using the tagsFromFile parameter object. The tagsFromFile parameter object accepts the following parameters.

Parameter	Description	Default Value
fileName	The path to the file containing the tags.	''
delimiter	The delimiter used to separate the key-value pairs.	\n
separator	The separator used to separate the key from the value.	:

#cloud-config
stylus:
  site:
    tags:
      department: "sales"
    tagsFromFile:
      fileName: "/etc/palette/tags.txt"
      delimiter: ";"
      separator: ":"

Example:

You can specify different delimiters and separators to parse the content depending on how the content is formatted. Assume the file /etc/palette/tags.txt contains the following content.

Location:Mumbai,India; Latitude:48.856614; Longitude:2.352221; owner:p78125d

Tags From a Script

You can specify tags from a script by using the tagsFromScript parameter object. The script must be executable and return a JSON object that contains the tags in the following format.

{
  "key": "value"
}

Example:

{
  "department": "sales",
  "owner": "p78125d"
}

The tagsFromScript parameter object accepts the following parameters.

Parameter	Description	Default Value
scriptName	The path to the script that returns a JSON object.	''
timeout	The timeout value in seconds.	60

#cloud-config
stylus:
  site:
    tags:
      department: "sales"
    tagsFromScript:
      scriptName: "/etc/palette/tags.py"
      timeout: 60

Installer Example Configuration

The following example shows how user data configuration is used to customize the Edge host installation process.

#cloud-config
stylus:
  site:
    paletteEndpoint: api.spectrocloud.com
    edgeHostToken: yourEdgeRegistrationTokenHere
    projectUid: 12345677788
    tags:
      env: east
      terraform_managed: true
      os: ubuntu
    name: edge-59d3f182-35fe-4e10-b0a0-d7f761f1a142

    network:
      httpProxy: http://proxy.example.com
      httpsProxy: https://proxy.example.com
      noProxy: 10.10.128.10,10.0.0.0/8
      nameserver: 1.1.1.1
      interfaces:
        enp0s3:
          type: static
          ipAddress: 10.0.10.25/24
          gateway: 10.0.10.1
          nameserver: 10.10.128.8
        enp0s4:
          type: dhcp
    caCerts:
      - |
        ------BEGIN CERTIFICATE------
        *****************************
        *****************************
        ------END CERTIFICATE------
      - |
        ------BEGIN CERTIFICATE------
        *****************************
        *****************************
        ------END CERTIFICATE------

info

Check out the Prepare User Data resource for more examples.

Additional Configurations

The Edge Installer will honor other Kairos parameters, such as install, and options. To learn more about Kairos parameters, refer to the Kairos configuration page.

The following is an example Edge installer configuration that is using the install parameter block to power off the device upon completion of the installation process.

#cloud-config
stylus:
  site:
    paletteEndpoint: api.spectrocloud.com
    registrationURL: https://edge-registration.vercel.app
    projectUid: yourProjectIdHere
    edgeHostToken: yourEdgeRegistrationTokenHere
    tags:
      myTag: myValue
      myOtherTag: myOtherValue
    tagsFromScript:
      scriptName: /etc/palette/tags.sh
      timeout: 30
  reboot: false

stages:
  initramfs:
    - users:
        palette:
          groups:
            - sudo
          passwd: palette

install:
  poweroff: true