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terraform-provider-proxmox/docs/index.md
Pavel Boldyrev 3195b3cdf4
feat(file)!: snippets upload using SSH input stream (#1085)
* feat(file)!: safer snippets upload using SSH input stream
* fixes for acceptance tests on windows
* enable other OS-es for acceptance tests
* update example templates to use api token auth

---------

Signed-off-by: Pavel Boldyrev <627562+bpg@users.noreply.github.com>
2024-03-02 19:06:59 -05:00

16 KiB

layout title
home Provider: Proxmox Virtual Environment

Proxmox Provider

This provider for Terraform is used for interacting with resources supported by Proxmox. The provider needs to be configured with the proper endpoints and credentials before it can be used.

Use the navigation to the left to read about the available resources.

Example Usage

provider "proxmox" {
  endpoint = "https://10.0.0.2:8006/"
  # TODO: use terraform variable or remove the line, and use PROXMOX_VE_USERNAME environment variable
  username = "root@pam"
  # TODO: use terraform variable or remove the line, and use PROXMOX_VE_PASSWORD environment variable
  password = "the-password-set-during-installation-of-proxmox-ve"
  # because self-signed TLS certificate is in use
  insecure = true
  # uncomment (unless on Windows...)
  # tmp_dir  = "/var/tmp"

  ssh {
    agent = true
    # TODO: uncomment and configure if using api_token instead of password
    # username = "root"
  }
}

Authentication

The Proxmox provider offers a flexible means of providing credentials for authentication. Static credentials can be provided to the proxmox block through either a api_token or a combination of username and password arguments.

!> Hard-coding credentials into any Terraform configuration is not recommended, and risks secret leakage should this file ever be committed to a public version control system.

Static credentials can be provided by adding a username and password, or api_token in-line in the Proxmox provider block:

provider "proxmox" {
  endpoint = "https://10.0.0.2:8006/"
  username = "username@realm"
  password = "a-strong-password"
}

A better approach is to extract these values into Terraform variables, and reference the variables instead:

provider "proxmox" {
  endpoint = var.virtual_environment_endpoint
  username = var.virtual_environment_username
  password = var.virtual_environment_password
}

The variable values can be provided via a separate .tfvars file that should be gitignored. See the Terraform documentation for more information.

Environment variables

Instead of using static arguments, credentials can be handled through the use of environment variables. For example:

provider "proxmox" {
  endpoint = "https://10.0.0.2:8006/"
}
export PROXMOX_VE_USERNAME="username@realm"
export PROXMOX_VE_PASSWORD="a-strong-password"
terraform plan

See the Argument Reference section for the supported variable names and use cases.

SSH Connection

~> Please read if you are using VMs with custom disk images, or uploading snippets.

The Proxmox provider can connect to a Proxmox node via SSH. This is used in the proxmox_virtual_environment_vm or proxmox_virtual_environment_file resource to execute commands on the node to perform actions that are not supported by Proxmox API. For example, to import VM disks, or to uploading certain type of resources, such as snippets.

The SSH connection configuration is provided via the optional ssh block in the provider block:

provider "proxmox" {
  endpoint = "https://10.0.0.2:8006/"
  username = "username@realm"
  password = "a-strong-password"
  insecure = true

  ssh {
    agent = true
  }
}

If no ssh block is provided, the provider will attempt to connect to the target node using the credentials provided in the username and password arguments (or PROXMOX_VE_USERNAME and PROXMOX_VE_PASSWORD environment variables). Note that the target node is identified by the node argument in the resource, and may be different from the Proxmox API endpoint. Please refer to the Argument Reference section to view the available arguments of the ssh block.

SSH Agent

The provider does not use OS-specific SSH configuration files, such as ~/.ssh/config. Instead, it uses the SSH protocol directly, and supports the SSH_AUTH_SOCK environment variable (or agent_socket argument) to connect to the ssh-agent. This allows the provider to use the SSH agent configured by the user, and to support multiple SSH agents running on the same machine. You can find more details on the SSH Agent here. The SSH agent authentication takes precedence over the private_key and password authentication.

SSH Private Key

In some cases where SSH agent is not available, for example when running Terraform from a Windows machine, or when using a CI/CD pipeline that does not support SSH agent forwarding, you can use the private_key argument in the ssh block (or alternatively PROXMOX_VE_SSH_PRIVATE_KEY environment variable) to provide the private key for the SSH connection.

The private key must be in PEM format, and can be loaded from a file:

provider "proxmox" {
  ...

  ssh {
    agent = false
    private_key = file("~/.ssh/id_rsa")
  }
}

Not recommended, but you can also use a heredoc syntax to provide the private key as a string (note that the private key content must not be indented):

provider "proxmox" {
  ...

  ssh {
    agent = false
    private_key = <<EOF
-----BEGIN OPENSSH PRIVATE KEY-----
b3BlbnNzaC1rZXktdjEAAAAABG5vbmUAAAAEbm9uZQAAAAAAAAABAAAAMwAAAAtzc2gtZW
<SKIPPED>
DMUWUEaH7yMCKl7uCZ9xAAAAAAECAwQF
-----END OPENSSH PRIVATE KEY-----
  }
}

SSH User

By default, the provider will use the same username for the SSH connection as the one used for the Proxmox API connection (when using PAM authentication). This can be overridden by specifying the username argument in the ssh block (or alternatively a username in the PROXMOX_VE_SSH_USERNAME environment variable):

provider "proxmox" {
  ...

  ssh {
    agent = true
    username = "terraform"
  }
}

-> When using API Token or non-PAM authentication for Proxmox API, the username field in the ssh block (or alternatively a username in PROXMOX_VE_USERNAME or PROXMOX_VE_SSH_USERNAME environment variable) is required. This is because the provider needs to know which PAM user to use for the SSH connection.

When using a non-root user for the SSH connection, the user must have the sudo privilege on the target node without requiring a password.

-> If you run clustered Proxmox VE, you will need to configure the sudo privilege for the user on all nodes in the cluster.

-> sudo is not installed by default on Proxmox VE nodes. You can install it via the command line on the Proxmox host: apt install sudo

You can configure the sudo privilege for the user via the command line on the Proxmox host. In the example below, we create a user terraform and assign the sudo privilege to it:

  • Create a new system user:

    sudo useradd -m terraform
    
  • Add the user to the sudo group:

    sudo usermod -aG sudo terraform
    
  • Configure the sudo privilege for the user:

    sudo visudo
    

    Add the following lines to the end of the file:

    terraform ALL=(root) NOPASSWD: /sbin/pvesm
    terraform ALL=(root) NOPASSWD: /sbin/qm
    terraform ALL=(root) NOPASSWD: /usr/bin/tee /var/lib/vz/*
    

    Save the file and exit.

  • Copy your SSH public key to the new user on the target node:

    ssh-copy-id terraform@<target-node>
    
  • Test the SSH connection and password-less sudo:

    ssh terraform@<target-node> sudo pvesm apiinfo 
    

    You should be able to connect to the target node and see the output containing APIVER <number> on the screen without being prompted for your password.

Node IP address used for SSH connection

In order to make the SSH connection, the provider needs to be able to resolve the target node name to an IP. The following methods are used to resolve the node name, in the specified order:

  1. Enumerate the node's network interfaces via the Proxmox API, and identify the first interface that:
    1. Has an IPv4 address with IPv4 gateway configured, or
    2. Has an IPv6 address with IPv6 gateway configured, or
    3. Has an IPv4 address
  2. Resolve the Proxmox node name (usually a shortname) via DNS using the system DNS resolver of the machine running Terraform.

In some cases this may not be the desired behavior, for example, when the node has multiple network interfaces, and the one that should be used for SSH is not the first one.

To override the node IP address used for SSH connection, you can use the optional node blocks in the ssh block, and specify the desired IP address (or FQDN) for each node. For example:

provider "proxmox" {
  // ...
  ssh {
    // ...
    node {
      name    = "pve1"
      address = "192.168.10.1"
    }
    node {
      name    = "pve2"
      address = "192.168.10.2"
    }
  }
}

SSH Connection via SOCKS5 Proxy

The provider supports SSH connection to the target node via a SOCKS5 proxy.

To enable the SOCKS5 proxy, you need to configure the ssh block in the provider block, and specify the socks5_server argument:

provider "proxmox" {
  // ...
  ssh {
    // ...
    socks5_server     = "ip-or-fqdn-of-socks5-server:port"
    socks5_username   = "username"  # optional  
    socks5_password   = "password"  # optional
  }
}

If enabled, this method will be used for all SSH connections to the target nodes in the cluster.

API Token Authentication

API Token authentication can be used to authenticate with the Proxmox API without the need to provide a password. In combination with the ssh block and ssh-agent support, this allows for a fully password-less authentication.

You can create an API Token for a user via the Proxmox UI, or via the command line on the Proxmox host or cluster:

  • Create a user:

    sudo pveum user add terraform@pve
    
  • Create a role for the user (you can skip this step if you want to use the any of the existing roles):

    sudo pveum role add Terraform -privs "Datastore.Allocate Datastore.AllocateSpace Datastore.AllocateTemplate Datastore.Audit Pool.Allocate Sys.Audit Sys.Console Sys.Modify SDN.Use VM.Allocate VM.Audit VM.Clone VM.Config.CDROM VM.Config.Cloudinit VM.Config.CPU VM.Config.Disk VM.Config.HWType VM.Config.Memory VM.Config.Network VM.Config.Options VM.Migrate VM.Monitor VM.PowerMgmt User.Modify"
    

    ~> The list of privileges above is only an example, please review it and adjust to your needs. Refer to the privileges documentation for more details.

  • Assign the role to the previously created user:

    sudo pveum aclmod / -user terraform@pve -role Terraform
    
  • Create an API token for the user:

    sudo pveum user token add terraform@pve provider --privsep=0
    

Refer to the upstream docs as needed for additional details concerning PVE User Management.

Generating the token will output a table containing the token's ID and secret which are meant to be concatenated into a single string for use with either the api_token field of the provider block (fine for testing but should be avoided) or sourced from the PROXMOX_VE_API_TOKEN environment variable.

provider "proxmox" {
  endpoint  = var.virtual_environment_endpoint
  api_token = "terraform@pve!provider=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
  insecure  = true
  ssh {
    agent    = true
    username = "terraform"
  }
}

-> The token authentication is taking precedence over the password authentication.

-> Not all Proxmox API operations are supported via API Token. You may see errors like error creating container: received an HTTP 403 response - Reason: Permission check failed (changing feature flags for privileged container is only allowed for root@pam) or error creating VM: received an HTTP 500 response - Reason: only root can set 'arch' config when using API Token authentication, even when Administrator role or the root@pam user is used with the token. The workaround is to use password authentication for those operations.

-> You can also configure additional Proxmox users and roles using virtual_environment_user and virtual_environment_role resources of the provider.

Temporary Directory

Using proxmox_virtual_environment_file with .iso files or disk images can require large amount of space in the temporary directory of the computer running terraform.

Consider pointing tmp_dir to a directory with enough space, especially if the default temporary directory is limited by the system memory (e.g. tmpfs mounted on /tmp).

Argument Reference

In addition to generic provider arguments ( e.g. alias and version), the following arguments are supported in the Proxmox provider block:

  • endpoint - (Required) The endpoint for the Proxmox Virtual Environment API (can also be sourced from PROXMOX_VE_ENDPOINT). Usually this is https://<your-cluster-endpoint>:8006/. Do not include /api2/json at the end.
  • insecure - (Optional) Whether to skip the TLS verification step (can also be sourced from PROXMOX_VE_INSECURE). If omitted, defaults to false.
  • min_tls - (Optional) The minimum required TLS version for API calls (can also be sourced from PROXMOX_VE_MIN_TLS). Supported values: 1.0|1.1|1.2|1.3. If omitted, defaults to 1.3.
  • otp - (Optional, Deprecated) The one-time password for the Proxmox Virtual Environment API (can also be sourced from PROXMOX_VE_OTP).
  • password - (Required) The password for the Proxmox Virtual Environment API (can also be sourced from PROXMOX_VE_PASSWORD).
  • username - (Required) The username and realm for the Proxmox Virtual Environment API (can also be sourced from PROXMOX_VE_USERNAME). For example, root@pam.
  • api_token - (Optional) The API Token for the Proxmox Virtual Environment API (can also be sourced from PROXMOX_VE_API_TOKEN). For example, root@pam!for-terraform-provider=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx.
  • ssh - (Optional) The SSH connection configuration to a Proxmox node. This is a block, whose fields are documented below.
    • username - (Optional) The username to use for the SSH connection. Defaults to the username used for the Proxmox API connection. Can also be sourced from PROXMOX_VE_SSH_USERNAME. Required when using API Token.
    • password - (Optional) The password to use for the SSH connection. Defaults to the password used for the Proxmox API connection. Can also be sourced from PROXMOX_VE_SSH_PASSWORD.
    • agent - (Optional) Whether to use the SSH agent for the SSH authentication. Defaults to false. Can also be sourced from PROXMOX_VE_SSH_AGENT.
    • agent_socket - (Optional) The path to the SSH agent socket. Defaults to the value of the SSH_AUTH_SOCK environment variable. Can also be sourced from PROXMOX_VE_SSH_AUTH_SOCK.
    • private_key - (Optional) The private key to use for the SSH connection. Can also be sourced from PROXMOX_VE_SSH_PRIVATE_KEY. The private key must be in PEM format.
    • socks5_server - (Optional) The address of the SOCKS5 proxy server to use for the SSH connection. Can also be sourced from PROXMOX_VE_SSH_SOCKS5_SERVER.
    • socks5_username - (Optional) The username to use for the SOCKS5 proxy server. Can also be sourced from PROXMOX_VE_SSH_SOCKS5_USERNAME.
    • socks5_password - (Optional) The password to use for the SOCKS5 proxy server. Can also be sourced from PROXMOX_VE_SSH_SOCKS5_PASSWORD.
    • node - (Optional) The node configuration for the SSH connection. Can be specified multiple times to provide configuration fo multiple nodes.
      • name - (Required) The name of the node.
      • address - (Required) The FQDN/IP address of the node.
      • port - (Optional) SSH port of the node. Defaults to 22.
  • tmp_dir - (Optional) Use custom temporary directory. (can also be sourced from PROXMOX_VE_TMPDIR)