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In this article, you will learn how to prepare a Red Hat Enterprise Linux (RHEL) virtual machine for use in Azure. The versions of RHEL that are covered in this article are 6.7+ and 7.1+. The hypervisors for preparation that are covered in this article are Hyper-V, kernel-based virtual machine (KVM), and VMware. For more information about eligibility requirements for participating in Red Hat's Cloud Access program, see Red Hat's Cloud Access website and Running RHEL on Azure. For ways to automate building RHEL images see the Azure Image Builder.

Prepare a Red Hat-based virtual machine from Hyper-V Manager

Prerequisites

This section assumes that you have already obtained an ISO file from the Red Hat website and installed the RHEL image to a virtual hard disk (VHD). For more details about how to use Hyper-V Manager to install an operating system image, see Install the Hyper-V Role and Configure a Virtual Machine.

RHEL installation notes

  • Azure does not support the VHDX format. Azure supports only fixed VHD. You can use Hyper-V Manager to convert the disk to VHD format, or you can use the convert-vhd cmdlet. If you use VirtualBox, select Fixed size as opposed to the default dynamically allocated option when you create the disk.
  • Azure supports only generation 1 virtual machines. You can convert a generation 1 virtual machine from VHDX to the VHD file format and from dynamically expanding to a fixed-size disk. You can't change a virtual machine's generation. For more information, see Should I create a generation 1 or 2 virtual machine in Hyper-V?.
  • The maximum size that's allowed for the VHD is 1,023 GB.
  • Logical Volume Manager (LVM) is supported and may be used on the OS disk or data disks in Azure virtual machines. However, in general it is recommended to use standard partitions on the OS disk rather than LVM. This practice will avoid LVM name conflicts with cloned virtual machines, particularly if you ever need to attach an operating system disk to another identical virtual machine for troubleshooting. See also LVM and RAID documentation.
  • Kernel support for mounting Universal Disk Format (UDF) file systems is required. At first boot on Azure, the UDF-formatted media that is attached to the guest passes the provisioning configuration to the Linux virtual machine. The Azure Linux Agent must be able to mount the UDF file system to read its configuration and provision the virtual machine.
  • Do not configure a swap partition on the operating system disk. The Linux Agent can be configured to create a swap file on the temporary resource disk. More information about this can be found in the following steps.
  • All VHDs on Azure must have a virtual size aligned to 1MB. When converting from a raw disk to VHD you must ensure that the raw disk size is a multiple of 1MB before conversion. More details can be found in the steps below. See also Linux Installation Notes for more information.

Prepare a RHEL 6 virtual machine from Hyper-V Manager

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  1. In Hyper-V Manager, select the virtual machine.

  2. Click Connect to open a console window for the virtual machine.

  3. In RHEL 6, NetworkManager can interfere with the Azure Linux agent. Uninstall this package by running the following command:

  4. Create or edit the /etc/sysconfig/network file, and add the following text:

  5. Create or edit the /etc/sysconfig/network-scripts/ifcfg-eth0 file, and add the following text:

  6. Move (or remove) the udev rules to avoid generating static rules for the Ethernet interface. These rules cause problems when you clone a virtual machine in Microsoft Azure or Hyper-V:

  7. Ensure that the network service will start at boot time by running the following command:

  8. Register your Red Hat subscription to enable the installation of packages from the RHEL repository by running the following command:

  9. The WALinuxAgent package, WALinuxAgent-<version>, has been pushed to the Red Hat extras repository. Enable the extras repository by running the following command:

  10. Modify the kernel boot line in your grub configuration to include additional kernel parameters for Azure. To do this modification, open /boot/grub/menu.lst in a text editor, and ensure that the default kernel includes the following parameters:

    This will also ensure that all console messages are sent to the first serial port, which can assist Azure support with debugging issues.

    In addition, we recommended that you remove the following parameters:

    Graphical and quiet boot are not useful in a cloud environment where we want all the logs to be sent to the serial port. You can leave the crashkernel option configured if desired. Note that this parameter reduces the amount of available memory in the virtual machine by 128 MB or more. This configuration might be problematic on smaller virtual machine sizes.

  11. Ensure that the secure shell (SSH) server is installed and configured to start at boot time, which is usually the default. Modify /etc/ssh/sshd_config to include the following line:

  12. Install the Azure Linux Agent by running the following command:

    Installing the WALinuxAgent package removes the NetworkManager and NetworkManager-gnome packages if they were not already removed in step 3.

  13. Do not create swap space on the operating system disk.

    The Azure Linux Agent can automatically configure swap space by using the local resource disk that is attached to the virtual machine after the virtual machine is provisioned on Azure. Note that the local resource disk is a temporary disk and that it might be emptied if the virtual machine is deprovisioned. After you install the Azure Linux Agent in the previous step, modify the following parameters in /etc/waagent.conf appropriately:

  14. Unregister the subscription (if necessary) by running the following command:

  15. Run the following commands to deprovision the virtual machine and prepare it for provisioning on Azure:

  16. Click Action > Shut Down in Hyper-V Manager. Your Linux VHD is now ready to be uploaded to Azure.

Prepare a RHEL 7 virtual machine from Hyper-V Manager

  1. In Hyper-V Manager, select the virtual machine.

  2. Click Connect to open a console window for the virtual machine.

  3. Create or edit the /etc/sysconfig/network file, and add the following text:

  4. Create or edit the /etc/sysconfig/network-scripts/ifcfg-eth0 file, and add the following text:

  5. Ensure that the network service will start at boot time by running the following command:

  6. Register your Red Hat subscription to enable the installation of packages from the RHEL repository by running the following command:

  7. Modify the kernel boot line in your grub configuration to include additional kernel parameters for Azure. To do this modification, open /etc/default/grub in a text editor, and edit the GRUB_CMDLINE_LINUX parameter. For example:

    This will also ensure that all console messages are sent to the first serial port, which can assist Azure support with debugging issues. This configuration also turns off the new RHEL 7 naming conventions for NICs. In addition, we recommend that you remove the following parameters:

    Graphical and quiet boot are not useful in a cloud environment where we want all the logs to be sent to the serial port. You can leave the crashkernel option configured if desired. Note that this parameter reduces the amount of available memory in the virtual machine by 128 MB or more, which might be problematic on smaller virtual machine sizes.

  8. After you are done editing /etc/default/grub, run the following command to rebuild the grub configuration:

  9. Ensure that the SSH server is installed and configured to start at boot time, which is usually the default. Modify /etc/ssh/sshd_config to include the following line:

  10. The WALinuxAgent package, WALinuxAgent-<version>, has been pushed to the Red Hat extras repository. Enable the extras repository by running the following command:

  11. Install the Azure Linux Agent by running the following command:

  12. Do not create swap space on the operating system disk.

    The Azure Linux Agent can automatically configure swap space by using the local resource disk that is attached to the virtual machine after the virtual machine is provisioned on Azure. Note that the local resource disk is a temporary disk, and it might be emptied if the virtual machine is deprovisioned. After you install the Azure Linux Agent in the previous step, modify the following parameters in /etc/waagent.conf appropriately:

  13. If you want to unregister the subscription, run the following command:

  14. Run the following commands to deprovision the virtual machine and prepare it for provisioning on Azure:

  15. Click Action > Shut Down in Hyper-V Manager. Your Linux VHD is now ready to be uploaded to Azure.

Prepare a Red Hat-based virtual machine from KVM

Prepare a RHEL 6 virtual machine from KVM

  1. Download the KVM image of RHEL 6 from the Red Hat website.

  2. Set a root password.

    Generate an encrypted password, and copy the output of the command:

    Set a root password with guestfish:

    Change the second field of the root user from '!!' to the encrypted password.

  3. Create a virtual machine in KVM from the qcow2 image. Set the disk type to qcow2, and set the virtual network interface device model to virtio. Then, start the virtual machine, and sign in as root.

  4. Create or edit the /etc/sysconfig/network file, and add the following text:

  5. Create or edit the /etc/sysconfig/network-scripts/ifcfg-eth0 file, and add the following text:

  6. Move (or remove) the udev rules to avoid generating static rules for the Ethernet interface. These rules cause problems when you clone a virtual machine in Azure or Hyper-V:

  7. Ensure that the network service will start at boot time by running the following command:

  8. Register your Red Hat subscription to enable the installation of packages from the RHEL repository by running the following command:

  9. Modify the kernel boot line in your grub configuration to include additional kernel parameters for Azure. To do this configuration, open /boot/grub/menu.lst in a text editor, and ensure that the default kernel includes the following parameters:

    This will also ensure that all console messages are sent to the first serial port, which can assist Azure support with debugging issues.

    In addition, we recommend that you remove the following parameters:

    Graphical and quiet boot are not useful in a cloud environment where we want all the logs to be sent to the serial port. You can leave the crashkernel option configured if desired. Note that this parameter reduces the amount of available memory in the virtual machine by 128 MB or more, which might be problematic on smaller virtual machine sizes.

  10. Add Hyper-V modules to initramfs:

    Edit /etc/dracut.conf, and add the following content:

    Rebuild initramfs:

  11. Uninstall cloud-init:

  12. Ensure that the SSH server is installed and configured to start at boot time:

    Modify /etc/ssh/sshd_config to include the following lines:

  13. The WALinuxAgent package, WALinuxAgent-<version>, has been pushed to the Red Hat extras repository. Enable the extras repository by running the following command:

  14. Install the Azure Linux Agent by running the following command:

  15. The Azure Linux Agent can automatically configure swap space by using the local resource disk that is attached to the virtual machine after the virtual machine is provisioned on Azure. Note that the local resource disk is a temporary disk, and it might be emptied if the virtual machine is deprovisioned. After you install the Azure Linux Agent in the previous step, modify the following parameters in /etc/waagent.conf appropriately:

  16. Unregister the subscription (if necessary) by running the following command:

  17. Run the following commands to deprovision the virtual machine and prepare it for provisioning on Azure:

  18. Shut down the virtual machine in KVM.

  19. Convert the qcow2 image to the VHD format.

Note

There is a known bug in qemu-img versions >=2.2.1 that results in an improperly formatted VHD. The issue has been fixed in QEMU 2.6. It is recommended to use either qemu-img 2.2.0 or lower, or update to 2.6 or higher. Reference: https://bugs.launchpad.net/qemu/+bug/1490611.

Prepare a RHEL 7 virtual machine from KVM

  1. Download the KVM image of RHEL 7 from the Red Hat website. This procedure uses RHEL 7 as the example.

  2. Set a root password.

    Generate an encrypted password, and copy the output of the command:

    Set a root password with guestfish:

    Change the second field of root user from '!!' to the encrypted password.

  3. Create a virtual machine in KVM from the qcow2 image. Set the disk type to qcow2, and set the virtual network interface device model to virtio. Then, start the virtual machine, and sign in as root.

  4. Create or edit the /etc/sysconfig/network file, and add the following text:

  5. Create or edit the /etc/sysconfig/network-scripts/ifcfg-eth0 file, and add the following text:

  6. Ensure that the network service will start at boot time by running the following command:

  7. Register your Red Hat subscription to enable installation of packages from the RHEL repository by running the following command:

  8. Modify the kernel boot line in your grub configuration to include additional kernel parameters for Azure. To do this configuration, open /etc/default/grub in a text editor, and edit the GRUB_CMDLINE_LINUX parameter. For example:

    This command also ensures that all console messages are sent to the first serial port, which can assist Azure support with debugging issues. The command also turns off the new RHEL 7 naming conventions for NICs. In addition, we recommend that you remove the following parameters:

    Graphical and quiet boot are not useful in a cloud environment where we want all the logs to be sent to the serial port. You can leave the crashkernel option configured if desired. Note that this parameter reduces the amount of available memory in the virtual machine by 128 MB or more, which might be problematic on smaller virtual machine sizes.

  9. After you are done editing /etc/default/grub, run the following command to rebuild the grub configuration:

  10. Add Hyper-V modules into initramfs.

    Edit /etc/dracut.conf and add content:

    Rebuild initramfs:

  11. Uninstall cloud-init:

  12. Ensure that the SSH server is installed and configured to start at boot time:

    Modify /etc/ssh/sshd_config to include the following lines:

  13. The WALinuxAgent package, WALinuxAgent-<version>, has been pushed to the Red Hat extras repository. Enable the extras repository by running the following command:

  14. Install the Azure Linux Agent by running the following command:

    Enable the waagent service:

  15. Do not create swap space on the operating system disk.

    The Azure Linux Agent can automatically configure swap space by using the local resource disk that is attached to the virtual machine after the virtual machine is provisioned on Azure. Note that the local resource disk is a temporary disk, and it might be emptied if the virtual machine is deprovisioned. After you install the Azure Linux Agent in the previous step, modify the following parameters in /etc/waagent.conf appropriately:

  16. Unregister the subscription (if necessary) by running the following command:

  17. Run the following commands to deprovision the virtual machine and prepare it for provisioning on Azure:

  18. Shut down the virtual machine in KVM.

  19. Convert the qcow2 image to the VHD format.

Note

There is a known bug in qemu-img versions >=2.2.1 that results in an improperly formatted VHD. The issue has been fixed in QEMU 2.6. It is recommended to use either qemu-img 2.2.0 or lower, or update to 2.6 or higher. Reference: https://bugs.launchpad.net/qemu/+bug/1490611.

Prepare a Red Hat-based virtual machine from VMware

Prerequisites

This section assumes that you have already installed a RHEL virtual machine in VMware. For details about how to install an operating system in VMware, see VMware Guest Operating System Installation Guide.

  • When you install the Linux operating system, we recommend that you use standard partitions rather than LVM, which is often the default for many installations. This will avoid LVM name conflicts with cloned virtual machine, particularly if an operating system disk ever needs to be attached to another virtual machine for troubleshooting. LVM or RAID can be used on data disks if preferred.
  • Do not configure a swap partition on the operating system disk. You can configure the Linux agent to create a swap file on the temporary resource disk. You can find more information about this in the steps that follow.
  • When you create the virtual hard disk, select Store virtual disk as a single file.

Prepare a RHEL 6 virtual machine from VMware

  1. In RHEL 6, NetworkManager can interfere with the Azure Linux agent. Uninstall this package by running the following command:

  2. Create a file named network in the /etc/sysconfig/ directory that contains the following text:

  3. Create or edit the /etc/sysconfig/network-scripts/ifcfg-eth0 file, and add the following text:

  4. Move (or remove) the udev rules to avoid generating static rules for the Ethernet interface. These rules cause problems when you clone a virtual machine in Azure or Hyper-V:

  5. Ensure that the network service will start at boot time by running the following command:

  6. Register your Red Hat subscription to enable the installation of packages from the RHEL repository by running the following command:

  7. The WALinuxAgent package, WALinuxAgent-<version>, has been pushed to the Red Hat extras repository. Enable the extras repository by running the following command:

  8. Modify the kernel boot line in your grub configuration to include additional kernel parameters for Azure. To do this, open /etc/default/grub in a text editor, and edit the GRUB_CMDLINE_LINUX parameter. For example:

    This will also ensure that all console messages are sent to the first serial port, which can assist Azure support with debugging issues. In addition, we recommend that you remove the following parameters:

    Graphical and quiet boot are not useful in a cloud environment where we want all the logs to be sent to the serial port. You can leave the crashkernel option configured if desired. Note that this parameter reduces the amount of available memory in the virtual machine by 128 MB or more, which might be problematic on smaller virtual machine sizes.

  9. Add Hyper-V modules to initramfs:

    Edit /etc/dracut.conf, and add the following content:

    Rebuild initramfs:

  10. Ensure that the SSH server is installed and configured to start at boot time, which is usually the default. Modify /etc/ssh/sshd_config to include the following line:

    ClientAliveInterval 180

  11. Install the Azure Linux Agent by running the following command:

  12. Do not create swap space on the operating system disk.

    The Azure Linux Agent can automatically configure swap space by using the local resource disk that is attached to the virtual machine after the virtual machine is provisioned on Azure. Note that the local resource disk is a temporary disk, and it might be emptied if the virtual machine is deprovisioned. After you install the Azure Linux Agent in the previous step, modify the following parameters in /etc/waagent.conf appropriately:

  13. Unregister the subscription (if necessary) by running the following command:

  14. Run the following commands to deprovision the virtual machine and prepare it for provisioning on Azure:

  15. Shut down the virtual machine, and convert the VMDK file to a .vhd file.

Note

There is a known bug in qemu-img versions >=2.2.1 that results in an improperly formatted VHD. The issue has been fixed in QEMU 2.6. It is recommended to use either qemu-img 2.2.0 or lower, or update to 2.6 or higher. Reference: https://bugs.launchpad.net/qemu/+bug/1490611.

Prepare a RHEL 7 virtual machine from VMware

  1. Create or edit the /etc/sysconfig/network file, and add the following text:

  2. Create or edit the /etc/sysconfig/network-scripts/ifcfg-eth0 file, and add the following text:

  3. Ensure that the network service will start at boot time by running the following command:

  4. Register your Red Hat subscription to enable the installation of packages from the RHEL repository by running the following command:

  5. Modify the kernel boot line in your grub configuration to include additional kernel parameters for Azure. To do this modification, open /etc/default/grub in a text editor, and edit the GRUB_CMDLINE_LINUX parameter. For example:

    This configuration also ensures that all console messages are sent to the first serial port, which can assist Azure support with debugging issues. It also turns off the new RHEL 7 naming conventions for NICs. In addition, we recommend that you remove the following parameters:

    Graphical and quiet boot are not useful in a cloud environment where we want all the logs to be sent to the serial port. You can leave the crashkernel option configured if desired. Note that this parameter reduces the amount of available memory in the virtual machine by 128 MB or more, which might be problematic on smaller virtual machine sizes.

  6. After you are done editing /etc/default/grub, run the following command to rebuild the grub configuration:

  7. Add Hyper-V modules to initramfs.

    Edit /etc/dracut.conf, add content:

    Rebuild initramfs:

  8. Ensure that the SSH server is installed and configured to start at boot time. This setting is usually the default. Modify /etc/ssh/sshd_config to include the following line:

  9. The WALinuxAgent package, WALinuxAgent-<version>, has been pushed to the Red Hat extras repository. Enable the extras repository by running the following command:

  10. Install the Azure Linux Agent by running the following command:

  11. Do not create swap space on the operating system disk.

    The Azure Linux Agent can automatically configure swap space by using the local resource disk that is attached to the virtual machine after the virtual machine is provisioned on Azure. Note that the local resource disk is a temporary disk, and it might be emptied if the virtual machine is deprovisioned. After you install the Azure Linux Agent in the previous step, modify the following parameters in /etc/waagent.conf appropriately:

  12. If you want to unregister the subscription, run the following command:

  13. Run the following commands to deprovision the virtual machine and prepare it for provisioning on Azure:

  14. Shut down the virtual machine, and convert the VMDK file to the VHD format.

Note

There is a known bug in qemu-img versions >=2.2.1 that results in an improperly formatted VHD. The issue has been fixed in QEMU 2.6. It is recommended to use either qemu-img 2.2.0 or lower, or update to 2.6 or higher. Reference: https://bugs.launchpad.net/qemu/+bug/1490611.

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Prepare a Red Hat-based virtual machine from an ISO by using a kickstart file automatically

Prepare a RHEL 7 virtual machine from a kickstart file

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  1. Create a kickstart file that includes the following content, and save the file. For details about kickstart installation, see the Kickstart Installation Guide.

  2. Place the kickstart file where the installation system can access it.

  3. In Hyper-V Manager, create a new virtual machine. On the Connect Virtual Hard Disk page, select Attach a virtual hard disk later, and complete the New Virtual Machine Wizard.

  4. Open the virtual machine settings:

    a. Attach a new virtual hard disk to the virtual machine. Make sure to select VHD Format and Fixed Size.

    b. Attach the installation ISO to the DVD drive.

    c. Set the BIOS to boot from CD.

  5. Start the virtual machine. When the installation guide appears, press Tab to configure the boot options.

  6. Enter inst.ks=<the location of the kickstart file> at the end of the boot options, and press Enter.

  7. Wait for the installation to finish. When it's finished, the virtual machine will be shut down automatically. Your Linux VHD is now ready to be uploaded to Azure.

Known issues

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The Hyper-V driver could not be included in the initial RAM disk when using a non-Hyper-V hypervisor

In some cases, Linux installers might not include the drivers for Hyper-V in the initial RAM disk (initrd or initramfs) unless Linux detects that it is running in a Hyper-V environment.

When you're using a different virtualization system (that is, Virtualbox, Xen, etc.) to prepare your Linux image, you might need to rebuild initrd to ensure that at least the hv_vmbus and hv_storvsc kernel modules are available on the initial RAM disk. This is a known issue at least on systems that are based on the upstream Red Hat distribution.

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To resolve this issue, add Hyper-V modules to initramfs and rebuild it:

Edit /etc/dracut.conf, and add the following content:

Rebuild initramfs:

For more details, see the information about rebuilding initramfs.

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Next steps

You're now ready to use your Red Hat Enterprise Linux virtual hard disk to create new virtual machines in Azure. If this is the first time that you're uploading the .vhd file to Azure, see Create a Linux VM from a custom disk.

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For more details about the hypervisors that are certified to run Red Hat Enterprise Linux, see the Red Hat website.