Skip to main content

Installing FreeBSD on OVH

While OVH has a number of Linux-based options for their low-end VPS offerings, I wanted to try installing FreeBSD. As far as I can tell, OVH doesn't offer the ability to provide a bootable .iso or .img installer image for their VPS offerings (unlike their dedicated server instances). Fortunately, their VPS offers a recovery console with SSH access along with the use of dd, gzip/gunzip, and xz. This grants SSH access to the recovery console, allowing me to write the disk image directly to the virtual drive which I learned from murf.

The following was all done within a fairly stock FreeBSD 11 install (ZFS-on-root).

My first problem was that the official downloadable .raw hard-drive image was something like 20.1GB which was just slightly larger than my available 20.0GB of space so I couldn't directly write the image provided on the FreeBSD site.

Time to do it the hard way and build my own image.

Preliminary reconnaissance

First, we need to gather some network information from the OVH install. I'm assuming your initial machine image was either an Ubuntu or Debian install. If not, modify accordingly, but the goal is to obtain the following from your management console and your /etc/networks.d/* or /etc/network/* file:

  • your static IPv4 address (should be available in your management console or as the address ${EXTERNAL_IPv4} line in your interface file, or by issuing ipconfig eth0 and looking for the IPv4 address)
  • your static IPv6 address (should be available in your management console or from ipconfig eth0 referenced later as ${EXTERNAL_IPv6} )
  • your default gateway (should be available in your interface file from the line that reads post-up /sbin/ip route add ${GATEWAY_IPv4} dev eth0 or from the output of route | grep default )
  • your DNS server (should be available in your interface file from the line that reads dns-nameserver ${DNS_NAMESERVER} or nameserver ${DNS_NAMESERVER} )
  • your DNS search suffix (should be available in your interface file from the line that reads dns-search ${DNS_SEARCH} however this may be optional)
With these items noted, we can use them later on when creating the corresponding configurations in FreeBSD.

Create a local image file

First, create a drive-image file that is the right size:

user@localhost$ truncate -s 20G $HOME/freebsd.img

This will create a 20GB image file that should fit exactly in the available space on the OVH VPS. If you're using the lowest-end VPS, change that to 10G to make a 10GB drive instead.

Create a device for the file

In order to install to this file as a disk, FreeBSD needs to recognize it. This can be done with the mdconfig command as root. This needs to be done as root so first su - to root:

user@localhost$ su -
Password: ********

On most systems, there won't already be a md0 device, but it's good to check first:

mdconfig -l

On most systems, that will return no pre-existing devices so you can use 0 as the device-number, but if other md devices exist, add 1 to the highest device number returned.

Create the (in this case md0 ) disk-backed memory device:

mdconfig -f ~user/freebsd.img -u 0

This will create a md0 device to which FreeBSD can be installed. Note that if you already have a md0 device, change the -u 0 to a higher number that doesn't already exist

Install FreeBSD

Before installing, it's good to specify the root-pool as something other than the default pools you likely have:

export ZFSBOOT_POOL_NAME=ovhzpool
bsdinstall

With the md0 device created we can run bsdinstall and choose md0 as our target drive.

For the Keymap Selection, continue with the default keymap unless you have reason not to.

For the hostname, this post uses "ovh".

For your mirror selection, choose something geographically close.

If you're using UFS on your local machine or installing UFS on your OVH server, feel free to investigate whether the other automated installers work for you. However, if your current/host setup uses ZFS like this guide, choosing "Guided Root-on-ZFS" or the "Manual Disk Setup (experts)" in bsdinstall will find your existing zpools & GELI devices and try to forcibly detach them , killing your local system in the process, requiring a reboot. So for ZFS-on-existing-ZFS, use the "Shell" option. Also, make note of the warning/instructions:

Use this shell to set up partitions for the new system. When finished, mount the system at /mnt and place an fstab file for the new system at /tmp/bsdinstall_etc/fstab . Then type 'exit'. You can also enter the partition editor at any time by entering bsdinstall partedit.

confirm that our ZFSBOOT_POOL_NAME is set correctly

export ZFSBOOT_POOL_NAME=ovhzpool

Clear any existing traces of a partition table. If it doesn't have an existing partition table, it may complain, but since the goal is to nuke it if it does exist, any such error can be safely ignored.

gpart destroy -F md0

Create a GPT partition table

gpart create -s gpt md0

Create a 512k boot partition

gpart add -t freebsd-boot -s 512k -l boot md0

Install the boot-loader code on the first (only so far) partition

gpart bootcode -b /boot/pmbr -p /boot/gptzfsboot -i 1 md0

Create a ZFS data partition, filling the rest of the drive

gpart add -t freebsd-zfs -l ${ZFSBOOT_POOL_NAME} -a 1M md0

Create an encrypted disk (optionally add -T to skip passing TRIM commands to the SSD as this can leak information about how much space is actually in use)

geli init -e AES-XTS -l 128 -s 4096 -b -g gpt/${ZFSBOOT_POOL_NAME}

At this point, it will prompt you to enter and confirm your GELI password. Next, attach this GELI device:

geli attach gpt/${ZFSBOOT_POOL_NAME}

Now, create a pool on that encrypted device. With a single-but-larger disk, I'd set copies=2 on my root pool to get a little redundancy by default on everything. But since 20GB is a little tight, I set it selectively on my datasets for user data and assume I can regenerate anything in system datasets. Your own needs will determine whether you make everything redundant, just your user data, or nothing.

zpool create -R /mnt -O canmount=off -O mountpoint=/ -O atime=off -O compression=on ${ZFSBOOT_POOL_NAME} gpt/${ZFSBOOT_POOL_NAME}.eli
zfs create -o mountpoint=/ ${ZFSBOOT_POOL_NAME}/ROOT
zpool set bootfs=${ZFSBOOT_POOL_NAME}/ROOT ${ZFSBOOT_POOL_NAME}
zfs create -o copies=2 ${ZFSBOOT_POOL_NAME}/home
zfs create -o canmount=off ${ZFSBOOT_POOL_NAME}/usr
zfs create ${ZFSBOOT_POOL_NAME}/usr/local
zfs create ${ZFSBOOT_POOL_NAME}/usr/local/jails
zfs create ${ZFSBOOT_POOL_NAME}/usr/obj
zfs create ${ZFSBOOT_POOL_NAME}/usr/src
zfs create ${ZFSBOOT_POOL_NAME}/usr/ports
zfs create ${ZFSBOOT_POOL_NAME}/usr/ports/distfiles
zfs create -o canmount=off ${ZFSBOOT_POOL_NAME}/var
zfs create ${ZFSBOOT_POOL_NAME}/var/log
zfs create ${ZFSBOOT_POOL_NAME}/var/tmp
zfs create ${ZFSBOOT_POOL_NAME}/tmp

Because of a quirk in the installer, it requires /usr/freebsd-dist/MANIFEST to be present in the chroot environment. It also seems to clean this up if the installer hiccups for any reason, so I recommend putting a copy into your local directory. It may already be on your install media, or you can download a copy from the corresponding directory on the FTP site. Check your mirror, architecture, and release, but it should be something like

mkdir freebsd-dist
cd freebsd-dist
fetch ftp://ftp8.freebsd.org/pub/FreeBSD/releases/amd64/amd64/11.0-RELEASE/MANIFEST
cd ..

and then copying it into /usr/

cp -va freebsd-dist /usr/

That way, you'll have a local copy in the event something goes awry and you have to recreate the /usr/freebsd-dist/MANIFEST again.

Finally, exit the shell to return to the installer.

exit

The rest of the installer should be fairly straight-forward. At the end of the install, it will prompt to drop to a shell. Do that.

First, create/edit /etc/rc.conf to include the following lines, making use of the information gleaned in the reconnaissance step above.

ifconfig_vtnet0="inet $EXTERNAL_IPv4 netmask 255.255.255.255 broadcast $EXTERNAL_IPv4"
static_routes="net1 net2"
route_net1="$GATEWAY_IPv4 -interface vtnet0"
route_net2="default $GATEWAY_IPv4 "
ifconfig_vtnet0_ipv6="inet6 $EXTERNAL_IPv6 prefixlen 64"
ipv6_defaultrouter="$GATEWAY_IPv6"

If you plan to use jails, don't let syslogd listen on all addresses and it's worthwhile to set up a loopback interface to use while you're in the /etc/rc.conf

syslogd_flags="-ss"
cloned_interfaces="lo1"

Next up, edit /etc/resolv.conf using the DNS information gathered during reconnaissance to contain the nameserver and optionally the search

nameserver $DNS_NAMESERVER
search $DNS_SEARCH

Assuming you set up a user during the install and that they're a member of the wheel group to let you su - and perform administrative commands, it's worth editing the /etc/ssh/sshd_config to allow SSH login and prohibit root login by adding/modifying these lines:

ListenAddress $EXTERNAL_IP
PermitRootLogin no

You may also want to add your SSH public key to $USER/.ssh/authorized_keys for your non-root $USER so you can SSH in without a password.

With changes done in the chroot we can now exit the chroot and return to the parent shell.

exit

Freeing up the image

Before shipping the image over to the server, it first needs to be shut down cleanly. Start by unmounting all the new ZFS items under. The following finds them and creates a series of commands that can be used to unmount them:

mount | awk '/\/mnt/{print "umount " $3}' | sort -r

If they all look good, you can execute them.

mount | awk '/\/mnt/{print "umount " $3}' | sort -r | sh

ZFS still has these pools active so disconnect them

zpool export $ZFSBOOT_POOL_NAME

Detach the GELI devices if needed.

geli detach /dev/gpt/${ZFSBOOT_POOL_NAME}.eli

With all filesystems disassociated from the md0 it can now be disconnected too.

mdconfig -d -u 0

Can now leave the root shell and return to your unprivileged user

exit

Reconnecting

In the event you want to make further modifications, it's helpful to know how to reattach the md0, attach the GELI volume, and import the ZFS pool again. So as root

mdconfig -f ~user/freebsd.img -u 0
geli attach gpt/$ZFSBOOT_POOL_NAME
zpool import -R /mnt $ZFSBOOT_POOL_NAME

From here, you can make changes and then repeat the steps for disconnecting the disk image.

Sending the image over

Start by compressing the disk image to save bandwidth. My 20GB image compressed to ~400MB, or roughly 2%. I keep the original image around in case I need to reconnect to it to make changes I forgot about. The gzip process takes a little while.

gzip --keep freebsd.img

Log into your VPS console and restart your VPS in rescue mode.

Once it has restarted, you should receive information via email on how to log into that console. Use this information to SSH into the rescue image.

ssh root@$EXTERNAL_IPv4

Your normal root drive will be mounted under the rescue /mnt/ First you have to find out its name. It might be vdb1, sdb1, or something similar so it will need to be unmounted before overwriting. Once done, disconnect.

mount | grep /mnt
umount /mnt/vdb1
exit

Next, upload the image to the drive in question (make sure you specify the correct root device based on the mount point, such as vdb or sdb ).

ssh root@$EXTERNAL_IPv4 "gunzip | dd of=/dev/sdb bs=1M" < freebsd.img.gz

or, if you have pv installed, you can get a rough estimate of the time needed

pv freebsd.img.gz | ssh root@$EXTERNAL_IPv4 "gunzip | dd of=/dev/sdb bs=1M"

Depending on your internet speed, this may take a while. However, once the image has finished transferring, you should be able to go into your management console and reboot the server. If all has gone well, your server should start booting.

Note that, since we have an encrypted drive, we need to log into the KVM console to enter the boot password. It should then boot in that KVM console to the login prompt. If you can get in there, then you can attempt to SSH in directly.

ssh $USER@$EXTERNAL_IPv4

If you installed your public key in $USER/.ssh/authorized_keys it should let you right in. If you didn't, you can enter your credentials and should hopefully be up and running.

Why ed(1)?

As the weirdo behind the somewhat tongue-in-cheek @ed1conf account on Twitter and Mastodon, account I'm occasionally asked "Why ed(1)?" Hopefully some of my reasons for learning & using ed(1) can pique your interest in taking the time to get to know this little piece of history.

Read more…

Installing & Configuring Nikola

Installation

This assumes that you have virtualenvwrapper.sh installed which isolates this installation from other projects you may have installed locally.

Create a virtual environment

bash$ mkvirtualenv myenv
This command creates a new virtual environment named "myenv". You can choose any name you like as long as it makes sense to you. Because I use this virtual environment for Nikola, I unimaginatively call mine "nikola". Once the command has completed, virtualenvwrapper automatically puts you in that virtual environment as shown by the prefix "(myenv)".

Optionally integrating shell completion

Adding shell completion is optional, but a nice addition that Nikola provides. The following two commands enable Nikola-specific tab-completion when you activate your virtual environment, and disable it when you deactivate the virtual environment.

(myenv)bash$ nikola tabcompletion --shell bash --hardcode-tasks >> "${VIRTUAL_ENV}/bin/postactivate"
(myenv)bash$ echo "complete -r nikola" >> "${VIRTUAL_ENV}/bin/predeactivate"

If you use zsh instead of bash, you can specify "--shell zsh" instead of "--shell bash".

Deactivating the virtual environment

(myenv)bash$ deactivate
This exits the virtual environment you created. Alternatively, you can just quit your command shell using "exit". During initial setup, you can skip this step, as you'll just need to reactivate the virtual environment to install Nikola.

Reactivating the virtual environment

bash$ workon myenv
This will activate the "myenv" environment again, as well as put the environment-name indicator in your prompt. If you didn't deactivate the virtual environment using deactivate, then you won't need to reactivate your virtual environment.

Install Nikola

(myenv)bash$ pip install Nikola
Inside your virtual environment (as shown by the environment-name inside parentheses before your usual prompt), this uses pip to fetch the latest version of Nikola and install it. This brings in a number of dependencies, some of which may need to be compiled. As such, if you don't have a compiler installed on your machine, you'll want to do that before this step.

Create a new blog

(myenv)bash$ cd /path/to/your/blog
(myenv)bash$ nikola init myblog
You can choose a name that you like for the folder instead of "myblog" (or similarly boring reasons, I named mine "blog"). This creates a folder called /path/to/your/blog/myblog in which your content, templates, cache, and output will go. It also prompts you for the name of your site, the main author's name, the main author's email address, a description of the site, the root URL for the site (which should end with a trailing slash such as "http://example.com/"), the languages you intend to use, your time zone, and which comment system you want to use (if any).

Configuration

Nikola's configuration takes place in "/path/to/your/blog/myblog/conf.py". Opening this file in your favorite text editor, you'll notice that the answers you gave during the "nikola init" process appear as the values to various settings within this file.

By default, Nikola expects markup to be reST but I prefer the straight-forward nature of HTML. So my first stop was to add HTML as a processed language. By putting it first in the list, it becomes the default for new_post which saves me from forgetting to specify the template as "-f html" every time I generate a new post. To do this, I modified the "POSTS = (…)" and "PAGES = (…)" to include the following lines:

POSTS = (
    ("posts/*.html", "posts", "post.tmpl"),
    ("posts/*.rst", "posts", "post.tmpl"),
    ("posts/*.txt", "posts", "post.tmpl"),
)
PAGES = (
    ("stories/*.html", "posts", "post.tmpl"),
    ("stories/*.rst", "stories", "story.tmpl"),
    ("stories/*.txt", "stories", "story.tmpl"),
)

I want to have my templates contain additional metadata fields for author (allowing me to easily override this for guest posts) and category. To do this, I found the comment containing ADDITIONAL_METADATA and added the following lines:

ADDITIONAL_METADATA = {
    "author": BLOG_AUTHOR, # default to me
    "category": "uncategorized",
    }

I also customized the CONTENT_FOOTER to show a minimal copyright notice:

CONTENT_FOOTER = """
    Contents © {date}
    <a href="mailto:{email}">{author}</a>
    {license}
    """
CONTENT_FOOTER = CONTENT_FOOTER.format(
    email=BLOG_EMAIL,
    author=BLOG_AUTHOR,
    date=time.gmtime().tm_year,
    license=LICENSE,
    )

To round out some personal preferences, I explored the Nikola handbook and added the following settings in their respective places:

PRETTY_URLS = True
SOCIAL_BUTTONS_CODE = "" # I don't want social buttons
COPY_SOURCES = SHOW_SOURCELINK = False # not very useful with HTML fragments
USE_BUNDLES = False # may change this later

Finally, I wanted to enable automated deployment of my blog to my web-hosting service. To deploy without needing to enter the password for my hosting service, I set up SSH keys and used ssh-copy-id to push the public key up to my server. With that in place, I adjusted the (formerly empty) list of commands DEPLOY_COMMANDS .

DEPLOY_COMMANDS = [
    "rsync -avr --delete output/ {login}@{host}:{path}".format(
        login="myusername",
        host="thechases.com",
        path="/home/myusername/public_html/",
        ),
    ]

This allows me to deploy by simply issuing "nikola deploy".

With Nikola installed and configured to my liking, it's time to go write some blog posts.

Why Nikola?

Why a static site generator over a dynamic blog engine?

  • I prefer to work in raw HTML because I've been doing it for years, and the markup is readable. For some reason, Markdown, Textile, and reST drive me nuts—mostly because it's easy for me to enter things I don't intend as markup, and when I want to do complex markup, I have to look up the obscure syntax in the documentation. Every. Single. Time.

    Most of the blogging engines (such as Wordpress and Drupal ) do allow for directly entering raw HTML, but it always feels like I'm fighting against the grain. Every time I go to compose a post, I have to toggle into a special "HTML entry" mode. One wrong turn and some of the engines will "sanitize" my HTML, reformatting everything. A blogging engine should treat my content as sacred and never try to second-guess (or reformat) what I want.

  • To deploy these dynamic blog engines, it requires a server with the ability to run code (usually PHP but some used mod_perl, mod_python, or mod_cgibin) and a backing database such as MySQL. Granted, you can find free and low-cost hosting that provides simple PHP/MySQL access, so this isn't a huge hurdle, but it does place additional restrictions on which services you can use.
  • Some of the cheap/free shared-hosting plans put so many hosts co-located on the same hardware that performance becomes an issue—both database processing and the engine's processing. With a static site generator, there is very little overhead in serving static pages.
  • The more dynamic components in play, the more likely it is that vulnerabilities lurk due to the extra exposure. With a static site, far fewer parts are in motion to be attacked so I don't worry about vulnerabilities in PHP, Wordpress, or MySQL.
  • Many of the blog engines don't support versioning of the content. I can keep my static site content under revision control with git, Mercurial, Subversion, or a multitude of others.

Why Nikola rather than the other static site generators?

I compared several static site generators, both using a static site generator comparison site and my own testing. Top contenders included the following:

As I tested them, I started to develop a list of criteria that mattered to me:

  • As a Python developer, I had a bias towards those built in Python. It allows me to poke around under the hood, create patches when I find things I want to change, and gain a deeper understanding of how things worked in the event I hit edge cases.
  • Documentation mattered. Several projects had documentation that was incomplete, hard to navigate, or required JavaScript (which prevented the docs from working nicely on one of my e-readers).
  • Additionally, some projects seem less than active in their development. According to the static site generator comparison site, some hadn't been updated in months or years while others have had sustained, ongoing development.
  • Most importantly, I wanted the ability to compose in HTML fragments rather than being forced to use Markdown, Textile, or reST.
  • So I ended up settling on Nikola as it's developed in Python, allows me to use HTML fragments, has thorough documentation, and is actively developed.

Getting started with blogging

Intro

I've long had an interest in starting up a simple blog for the purpose of documenting various projects on which I'm working. So it seems that the first thing I should blog about is the process of choosing and configuring blogging software.

Hand-coded HTML

I started posting things on the web when I was in college where every page was hand-crafted HTML and dumped in ~/public_html/ of my account on the Computer Science web server (I believe it started as a DEC ULTRIX, but then became a Red Hat box) and everything went live thanks to Apache running mod_userdir. Even before using HTML, I frequently used WordPerfect 5.1's "Reveal Codes" ability to inspect the control tags/codes used by the document which saved me much grief. I still prefer HTML over modern markup competitors like Markdown, Textile, or reST because HTML's tags are consistent. When trying the other markup languages, I frequently get stung by entering text that turns out to mean something to the markup engine, and when I reach for some of the more powerful features (tables, acronyms, code blocks, etc), I have to go to the reference materials every single time to make sure I get it correct. In HTML, all markup consists of an opening < followed by a closing >, and entities are always escaped with &. Consistent—the way I like it.

However, any time I wanted to change the look and feel of the site, I had to touch every single file (at least those that I cared about) and I also had to remember to update any index pages every time I added or renamed a page.

Server Side Includes

At some point, I explored using Server side includes to make the site look more uniform. While it was a bit of a hassle, it had the advantage that I could update the look of the site by changing a couple included files. I still had to manually update indexes, but it was a step in the right direction. Again, for deployment, since my college server was running Apache with mod_include installed,

Dynamic blogging platforms

Then blogging platforms such as Wordpress and Drupal came along with dynamic sites backed by a database. These held a lot more promise, allowing me to maintain my content and site theme independently.

Static Site Generators

Finally, static site generators have grown in popularity. They allow for lower server demands, a smaller attack-surface, and a separation of the content from the structure it populates and its . This site has been created with Nikola, a static site generator developed in Python.