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README.md

Managing virtual machines

A set of binaries to manage, provision, and deploy virtual machine images. This is very much work in progress, don't expect anything stable.

Please read the blog article for motivation and an overview.

The implementation uses explicit errors (no exceptions), and make mostly use of the (blocking!) Bos library for operating system commands. A thin layer of Lwt is used on top to (more gracefully) handle multiple connection, and to have a watching thread (in waitpid(2)) for every virtual machine started by vmmd.

It requires some pinned packages:

  • asn1-combinators https://github.com/hannesm/ocaml-asn-combinators.git#enum
  • x509 https://github.com/hannesm/ocaml-x509.git#crl
  • tls https://github.com/hannesm/ocaml-tls.git#changes
  • on FreeBSD, solo5-kernel-ukvm https://github.com/solo5/solo5.git

The following elaborates on how to get the software up and running, following by provisioning and deploying some unikernels. There is a server (SRV) component which needs six binaries: vmm_console, vmm_log, vmm_stats_lwt, vmmd, ukvm-bin.none, and ukvm-bin.net; a CA machine (which should be air-gapped, or at least use some hardware token) for provisioning which needs vmm_sign, and vmm_gen_ca; and a development (DEV) machine which has a fully featured OCaml and MirageOS environment. Each step is prefixed with the machine it is supposed to be executed on. Of course you can conflate everything into a single development system or your server, all up to you and your security scenario.

Exact file transfer operations between these machines is not in scope of this document, but kept abstract as COPY. Some commands require superuser privileges (use sudo, su, or doas), I prefixed them with #.

File endings used in this document:

  • .db for CA databases
  • .pem for (PEM-encoded) signed certificates
  • .key for (PEM-encoded) private keys
  • .req for (PEM-encoded) certificate signing requests

Setup a certificate authority

The first step is to setup a certificate authority (private key and CA certificate). The CA private key can sign and revoke everything, you should better keep it in a safe place (air-gapped machine etc.) - not on the server!

CA> vmm_gen_ca ca ca.db [--days 3650] [--server "server"] [--server-days 365]

This generated five files:

  • ca.key which is the CA private key
  • cacert.pem which is the CA certificate
  • ca.db which contains a map between serial number and name of issued certificates
  • server.pem is the server certificate
  • server.key is the private key of the server

Server setup

If you have installed this package on your development machine, follow some more steps to produce the remaining required binaries:

CA> COPY cacert.pem server.pem server.key SRV:
DEV> git clone https://github.com/mirage/mirage-skeleton.git
DEV> cd mirage-skeleton/tutorial/hello
DEV> mirage configure -t ukvm
DEV> mirage build
DEV> mv ukvm-bin /tmp/ukvm-bin.none
DEV> cd ../device-usage/network
DEV> mirage configure -t ukvm
DEV> mirage build
DEV> mv ukvm-bin /tmp/ukvm-bin.net
DEV> cd ../../..
DEV> COPY /tmp/ukvm-bin.none /tmp/ukvm-bin.net SRV:
DEV> COPY vmm_console vmm_log vmm_stats_lwt vmmd SRV:
SRV> vmm_console -vv cons.sock &
SRV> vmm_log -vv log.out log.sock &
SRV> vmm_stats_lwt -vv stat.sock & #optional
SRV# vmmd -vv . cacert.pem server.pem server.key

Some setup for network interfaces is needed, depending on your operating system. You can also add NAT to allow your virtual machines to talk to the outside world, or add your external interface to the bridge directly, or just keep your VMs local.

# FreeBSD
SRV# ifconfig bridge create
SRV# ifconfig bridge0 name ext
SRV# sysctl net.link.tap.up_on_open=1
# Linux
SRV# brctl addbr ext

Provision our first virtual machine

We will delegate some resource to a certificate and key we keep on our development machine.

DEV> vmm_req_delegation dev 2 1024 --cpu 1 --bridge ext/10.0.0.2/10.0.0.5/10.0.0.1/24
DEV> COPY dev.req CA:

This produced two files, dev.req and dev.key. Keep the key in a safe place!

CA> vmm_sign ca.db cacert.pem ca.key dev.req [--days 10]
CA> COPY dev.pem DEV:

Now, our DEV machine can use its delegation certificate for issuing other certificates. We'll create a certificate for interactive use, and one containing the hello unikernel.

DEV> vmm_req_permissions admin --permission all
DEV> vmm_sign dev.db dev.pem dev.key admin.req

This produced in the first step two files, admin.req and admin.key, and in the second step two more files, dev.db and admin.pem.

DEV> vmm_req_vm hello mirage-skeleton/tutorial/hello/hello.ukvm 512 1
DEV> vmm_sign dev.db dev.pem dev.key hello.req

This produced three more files, hello.{req,key,pem} and modified dev.db.

To actually deploy anything, the server needs the chain (i.e. the vm certificate and the delegation certificate). Our client needs the main CA certificate to authenticate the server itself.

CA> COPY cacert.pem DEV:
DEV> cat admin.pem dev.pem > admin.bundle
DEV> cat hello.pem dev.pem > hello.bundle

And deploying (watch the output of the processes started on the server above!):

DEV> vmm_client cacert.pem hello.bundle hello.key SRV:1025
DEV> vmm_client cacert.pem admin.bundle hello.key SRV:1025 --db dev.db

Commands are at the moment info, statistics, destroy, attach, detach, and log.