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resources: Add documentation about extending disk images #148

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244 changes: 244 additions & 0 deletions _pages/documentation/gem5-stdlib/8-extending-disk-images.md
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---

layout: documentation
title: Extending Pre-Built Disk Images Using Packer
parent: gem5-standard-library
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Why's this bundled in with the standard library? I don't think that's the right parent.

doc: gem5 documentation
permalink: /documentation/gem5-stdlib/extending-disk-images
author: Harshil Patel

---

gem5 Resources provides pre-built generic Ubuntu 24.04 disk images that you can extend and modify using Packer.

### Steps

1. **Download the Base Disk Image**

Obtain the base disk image from gem5 Resources. Links to the base images are available for [x86](https://resources.gem5.org/resources/x86-ubuntu-24.04-img), [ARM](https://resources.gem5.org/resources/arm-ubuntu-24.04-img), and [RISC-V](https://resources.gem5.org/resources/riscv-ubuntu-24.04-img). Download the image from the `versions` tab.
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2. **Unzip the Downloaded Image**

Unzip the downloaded image using `gunzip`:
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This is just a comment on a gripe of mine and not a request for any change but I've heard you say this before so feel I should mention it in case you don't already know;

You don't need gnuzip to decompress a gzipped file:

gzip disk.iso # creates a compressed file 'disk.iso.gz'
gzip -d disk.iso.gz # decompresses 'disk.iso.gz', creating a new 'disk.iso'

I know gunzip is popular but I always found it odd to have these as two separate applications when one does just fine (FYI: gunzip is literally just gzip with the -d flag hardcoded).


```sh
gunzip /path/to/image
```

3. **Calculate the `sha256sum` of the Unzipped Image**

Calculate the `sha256sum` of the unzipped image:

```sh
sha256sum /path/to/unzipped/image
```
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4. **Create a Packer Script**

Write a Packer script to use the above disk image as a base image and extend it. Below is an example Packer script with placeholders:
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Once the new npb/gapbs disk images are merged, it could be helpful to point toward the Packer scripts for those as well. It would give people more examples to look at.

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It would also be good to add a link to the directories for the base Ubuntu x86/Arm disk images to provide more examples of Packer scripts.

You could also tell readers to simply use those directories as more of the process is automated, making it easier to make disk images.


```hcl
packer {
required_plugins {
qemu = {
source = "github.com/hashicorp/qemu"
version = "~> 1"
}
}
}

variable "image_name" {
type = string
default = "x86-ubuntu-24-04" # Update with your desired image name
}

variable "ssh_password" {
type = string
default = "12345" # Update if different for the base image
}

variable "ssh_username" {
type = string
default = "gem5" # Update if different for the base image
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how does someone find out what the password and user name is for a base image?

}

source "qemu" "initialize" {
accelerator = "kvm"
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So I need to have a KVM enabled machine? Does this work even if my disk image is X86 but my host is ARM?

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It is set by the creator of the base image. I edited the comments to mention that the 22.04 and 24.04 images on gem5 resources have this user and password.

boot_command = [
"<wait120>",
"gem5<enter><wait>",
"12345<enter><wait>",
"sudo mv /etc/netplan/50-cloud-init.yaml.bak /etc/netplan/50-cloud-init.yaml<enter><wait>",
"12345<enter><wait>",
"sudo netplan apply<enter><wait>",
"<wait>"
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You should explain this magic.

] # This boot command logs in and re-enables the network so that Packer can connect via SSH
cpus = "4"
disk_size = "5000"
format = "raw"
headless = "true"
disk_image = "true"
iso_checksum = "sha256:# sha256sum of the base image"
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Do you need this? It's rather annoying they need to get the md5 of the disk image just to put it here. There's no way to disable the checksum?

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it serves as a check that the file is not curropted.

iso_urls = [""] # Path to the base image
memory = "8192"
output_directory = "" # Output directory path
qemu_binary = "/usr/bin/qemu-system-x86_64"
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I assume you need to update this for each of the 3 base images?

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yes

qemuargs = [["-cpu", "host"], ["-display", "none"]]
shutdown_command = "echo '${var.ssh_password}'|sudo -S shutdown -P now"
ssh_password = "${var.ssh_password}"
ssh_username = "${var.ssh_username}"
ssh_wait_timeout = "60m"
vm_name = "${var.image_name}"
ssh_handshake_attempts = "1000"
}

build {
sources = ["source.qemu.initialize"]

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I think it'd be worth explaining what quemu is and in what capacity you're using it here to work with the disk images

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I added a small description in the begining of the section.

provisioner "file" { # You can use this provisioner if you want to transfer files from your host machine to the disk image
source = "# path to the file that you want to put on the disk image"
destination = "# path (on the disk image) where you want to put the file"
}

provisioner "shell" {
execute_command = "echo '${var.ssh_password}' | {{ .Vars }} sudo -E -S bash '{{ .Path }}'"
scripts = ["# path to the post-install script that will extend the disk image"]
expect_disconnect = true
}
}
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This is the most important part of the whole thing and you really brushed over it.

I'd make this more tutorially and have a good example here of what a script can do here to setup a disk image.

Like, I have an application i want to be in the disk image. How do I put it there? How to I setup it up correctly so it runs when the US finishes booting?

```

After modifying the above Packer script with the necessary information, you can run the Packer file.

5. **Run the Packer File**

To run the Packer file, use the following commands:

```sh
sudo apt-get update && sudo apt-get install packer # Installing Packer
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Don't you need to install qemu and stuff like riscv-system-qemu to have this work cross-platform?


packer init /path/to/packer/script
packer build /path/to/packer/script
```

**Note:** If you want to view the terminal of the image during the build process, you can use a VNC viewer. Packer will provide a VNC port during the build, which you can connect to using a VNC viewer.
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It could be good to show an example of Packer output with the VNC port so it's easier for people to find, but it's not absolutely necessary

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I'd clarify what you mean by "terminal of the image". If I'm reading this I'd think i was already in the terminal. What it the "image's" terminal.

I think maybe the problem is you've not really explained what packer is doing here. Is it running in quemu and therefore has it's own terminal output?


## Important Notes

- If you are extending the RISC-V base image, please note that you would need to remount the file system as read/write upon logging in before enabling network.
The reason we need to do this is because qemu cant not handle `m5 exit` during the boot process properly so it boots into read only for safety.
The boot command will look something like this:

```hcl
boot_command =["<wait45>",
"gem5<enter><wait>",
"12345<enter><wait>",
"sudo mount -o remount,rw /<enter><wait>", // remounting file system
"12345<enter><wait>",
"sudo mv /etc/netplan/50-cloud-init.yaml.bak /etc/netplan/50-cloud-init.yaml<enter><wait>",
"sudo netplan apply<enter><wait>",
"<wait>"
]
```

## Running disk images in gem5

As these disk iamges throw m5 exit events, we need to handle those to succesfully run the image to boot.
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I think you should lead with a small script which can run the disk image they just created before jumping straight into explaining exit events.


## What are Exit Events?

In gem5, exit events are a way to exit the simulation loop. Exit events can be used to perform operations outside the simulation when triggered, such as resetting stats, switching CPU types, dumping stats, taking checkpoints, etc. By default, the simulation will exit when an exit event is triggered, but we can modify this behavior by writing our own exit event handlers.

## Writing Custom Exit Event Handlers

gem5 expects exit event handlers to be generators, and we can override them by passing our custom generator to the `simulator` object. Let’s say we have a resource that throws an `m5 exit` at some point during execution. Instead of stopping and exiting the simulation, we want to switch processors (assuming we are using the `SimpleSwitchableProcessor`). To do this, we would need to import `ExitEvent` from `gem5.simulate.exit_event`:

```python
from gem5.simulate.exit_event import ExitEvent
```

Now, let's write our handler:

```python
def exit_event_handler():
# Switch the CPU type
print("Switching CPU types")
processor.switch()
yield False # Continue the simulation
```

This handler will print a message and switch CPU types. We yield `False` because we want the simulation to continue.
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I think you need to go back and explain gem5 exit events in a bit more detail and a bit slower,. You're jumping around a lot here and throwing a lot of information out without without much context . At this point, if im new to gem5, I don't even know exit events can jump back into a simulation. I've only just been told they exit the simulation. This sentence would confuse me .


To add our handler to the `simulator` object, we do the following:

```python
simulator = Simulator(
board=board,
on_exit_event={
# Override the default behavior for the first m5 exit event
ExitEvent.EXIT: exit_event_handler()
},
)
```

**NOTE:** We pass a call to our handler (`exit_event_handler()`) and not the handler itself (`exit_event_handler`) to the simulator.

## Exit Events Thrown by the New Disk Images
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Ok, can we just put a hold on this PR until I finish with my exit events and see if anything in here needs changed? There's a lot here and I I don't want to waste our time tweeking it if we need to change it again in two weeks


The new disk images on gem5 Resources generate various exit events, such as `m5 exit`, `m5 workbegin`, and `m5 workend` at different stages of the boot process. The generic Ubuntu disk images, like [x86-ubuntu-22.04-img](https://resources.gem5.org/resources/x86-ubuntu-22.04-img?version=1.0.0), [arm-ubuntu-22.04-img](https://resources.gem5.org/resources/arm-ubuntu-22.04-img?version=1.0.0), [riscv-ubuntu-22.04-img](https://resources.gem5.org/resources/riscv-ubuntu-22.04-img?version=1.0.0), [x86-ubuntu-24.04-img](https://resources.gem5.org/resources/x86-ubuntu-24.04-img?version=2.0.0), [arm-ubuntu-24.04-img](https://resources.gem5.org/resources/arm-ubuntu-24.04-img?version=2.0.0), and [riscv-ubuntu-24.04-img](https://resources.gem5.org/resources/riscv-ubuntu-24.04-img?version=1.0.0), trigger three `m5 exit` events, which occur at the following points:

- When the kernel is booted and `sbin/init` is executed.
- After systemd has started, and the `after-boot.sh` script is executed. The `after-boot.sh` script either runs a script passed via `readfile` or drops to an interactive shell if the kernel argument `interactive=true` is set.
- At the end of the `after-boot.sh` script, after running the `readfile` script (if provided). If no script is provided, only the exit is triggered.

All new disk images made after Ubuntu 22.04 on gem5 Resources will also throw these exit events. These disk images have corresponding boot workloads available on gem5 Resources.

In contrast, images like [x86-ubuntu-24.04-npb-img](https://resources.gem5.org/resources/x86-ubuntu-24.04-npb-img?version=2.0.0) and [arm-ubuntu-24.04-npb-img](https://resources.gem5.org/resources/arm-ubuntu-24.04-npb-img?version=2.0.0) generate the same three `m5 exit` events, but they also trigger `m5 workbegin` and `m5 workend` events at the start and end of the Region of Interest (ROI) in the benchmarks being run. The benchmark suites can be found on gem5 Resources at [x86-ubuntu-24.04-npb-suite](https://resources.gem5.org/resources/x86-ubuntu-24.04-npb-suite?version=1.0.0) and [arm-ubuntu-24.04-npb-suite](https://resources.gem5.org/resources/arm-ubuntu-24.04-npb-suite?version=1.0.0).

## Handling Exit Events Thrown by the Disk Images

To fully boot the above disk images, we need to write an exit event handler to prevent the simulation from ending after the first exit (when the kernel is booted). An example exit event handler that we can use with these disk images would look like this:

```python
def exit_event_handler():
print("First exit: kernel booted")
yield False # gem5 is now executing systemd startup
print("Second exit: Started `after_boot.sh` script")
# Switch to Timing CPU before running the script
print("Switching to Timing CPU")
processor.switch()
yield False # gem5 is now executing the `after_boot.sh` script
print("Third exit: Finished `after_boot.sh` script")
yield True # Simulation ends
```

Here, we yield `False` until the `readfile` script has run. We also switch processors (assuming we are using the `SimpleSwitchableProcessor`) after the second exit event.

If using the NPB disk images, we must also handle the `m5 workbegin` and `m5 workend` exit events. A handler for those two events would look like this:

```python
def handle_workbegin():
print("Resetting stats at the start of ROI!")
m5.stats.reset()
yield False

def handle_workend():
print("Dumping stats at the end of ROI!")
m5.stats.dump()
yield False
```

These simple handlers reset stats on `workbegin` and dump stats on `workend`. To add all three handlers to the `simulator`, we can use the following:

```python
simulator = Simulator(
board=board,
on_exit_event={
ExitEvent.WORKBEGIN: handle_workbegin(),
ExitEvent.WORKEND: handle_workend(),
ExitEvent.EXIT: exit_event_handler(),
},
)
```

The above handlers provide examples of how to handle exit events, allowing the disk image to fully boot and run a `readfile` script.