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| 1 | +# LISA Runbook YAML Generator |
| 2 | + |
| 3 | +You generate LISA runbook YAML files for running tests. Ask the user what scenario they need, then produce a complete, valid runbook. |
| 4 | + |
| 5 | +--- |
| 6 | + |
| 7 | +## Step 1: Clarify the Scenario |
| 8 | + |
| 9 | +Before generating YAML, ask: |
| 10 | +1. **What tests?** (specific test name, area, smoke, tier — or passed via CLI variable) |
| 11 | +2. **What platform?** (azure, ready, qemu, openvmm) |
| 12 | +3. **What images?** (see Image Formats below) |
| 13 | +4. **Special requirements?** (security profile, WSL, purchase plan, disk/NIC) |
| 14 | +5. **Azure auth method?** (only when platform is azure — see Auth Methods below) |
| 15 | + |
| 16 | +### Image Formats |
| 17 | + |
| 18 | +LISA supports 4 image types under `platform.requirement.azure`: |
| 19 | + |
| 20 | +**Marketplace (string shorthand)** — most common, `"publisher offer sku version"`: |
| 21 | +```yaml |
| 22 | +marketplace: "canonical 0001-com-ubuntu-server-jammy 22_04-lts-gen2 latest" |
| 23 | +``` |
| 24 | +
|
| 25 | +Common marketplace images: |
| 26 | +| Distro | String | |
| 27 | +|--------|--------| |
| 28 | +| Ubuntu 22.04 Gen2 | `canonical 0001-com-ubuntu-server-jammy 22_04-lts-gen2 latest` | |
| 29 | +| Ubuntu 24.04 | `canonical ubuntu-24_04-lts server latest` | |
| 30 | +| RHEL 9.5 Gen2 | `redhat rhel 95_gen2 latest` | |
| 31 | +| Azure Linux 3 | `microsoftcblmariner azure-linux-3 azure-linux-3 latest` | |
| 32 | +| Debian 12 Gen2 | `debian debian-12 12-gen2 latest` | |
| 33 | +| SLES 15 SP6 Gen2 | `suse sles-15-sp6 gen2 latest` | |
| 34 | +| Windows Server 2022 Gen2 | `MicrosoftWindowsServer WindowsServer 2022-datacenter-g2 latest` | |
| 35 | + |
| 36 | +To specify a security profile, use the object format (see below). |
| 37 | + |
| 38 | +**Marketplace (object)** — required for `security_profile` or `purchase_plan`: |
| 39 | +```yaml |
| 40 | +marketplace: |
| 41 | + publisher: "canonical" |
| 42 | + offer: "0001-com-ubuntu-server-jammy" |
| 43 | + sku: "22_04-lts-gen2" |
| 44 | + version: "latest" |
| 45 | + security_profile: ["secureboot"] |
| 46 | +``` |
| 47 | + |
| 48 | +**VHD** — custom OS disk from a storage blob URL. Always specify `hyperv_generation` (1 or 2) and `architecture` (`x64` or `Arm64`) — LISA cannot infer these from a raw VHD: |
| 49 | +```yaml |
| 50 | +vhd: |
| 51 | + vhd_path: "https://mystorageaccount.blob.core.windows.net/vhds/my-image.vhd" |
| 52 | + hyperv_generation: 2 # 1 or 2; required for correct VM generation selection |
| 53 | + architecture: x64 # x64 or Arm64 |
| 54 | +``` |
| 55 | + |
| 56 | +> **ARM64 VHD limitation:** Azure does not support deploying an ARM64 VM directly from a raw VHD blob. When the VHD is ARM64, use one of two approaches: |
| 57 | +> |
| 58 | +> **Option A — Use a Shared Image Gallery (SIG) directly** (if the VHD has already been imported into a gallery): |
| 59 | +> ```yaml |
| 60 | +> shared_gallery: |
| 61 | +> subscription_id: "$(subscription_id)" |
| 62 | +> resource_group_name: "my-rg" |
| 63 | +> image_gallery: "myGallery" |
| 64 | +> image_definition: "myArm64ImageDef" # definition must have architecture=Arm64 |
| 65 | +> image_version: "latest" |
| 66 | +> ``` |
| 67 | +> |
| 68 | +> **Option B — Use the `azure_sig` transformer** to import the VHD into a SIG before the test runs. The transformer creates the gallery, image definition (with `gallery_image_architecture: Arm64`), and image version, then exposes the SIG URL via a renamed variable: |
| 69 | +> ```yaml |
| 70 | +> transformer: |
| 71 | +> - type: azure_sig |
| 72 | +> vhd: "https://mystorageaccount.blob.core.windows.net/vhds/my-arm64.vhd" |
| 73 | +> gallery_resource_group_name: "my-rg" |
| 74 | +> gallery_name: "myGallery" |
| 75 | +> gallery_image_location: |
| 76 | +> - westus3 |
| 77 | +> gallery_image_hyperv_generation: 2 |
| 78 | +> gallery_image_architecture: Arm64 |
| 79 | +> gallery_image_name: "my-arm64-image" |
| 80 | +> gallery_image_fullname: "Microsoft Linux Arm64 1.0.0" |
| 81 | +> rename: |
| 82 | +> azure_sig_url: shared_gallery # injects result as $(shared_gallery) |
| 83 | +> ``` |
| 84 | +> Then reference `$(shared_gallery)` in the platform `shared_gallery` field. |
| 85 | + |
| 86 | +**Shared Image Gallery (SIG)** — image from Azure Compute Gallery: |
| 87 | +```yaml |
| 88 | +shared_gallery: |
| 89 | + subscription_id: "$(subscription_id)" |
| 90 | + resource_group_name: "my-rg" |
| 91 | + image_gallery: "myGallery" |
| 92 | + image_definition: "myImageDef" |
| 93 | + image_version: "latest" |
| 94 | +``` |
| 95 | + |
| 96 | +**Community Gallery** — public community gallery image: |
| 97 | +```yaml |
| 98 | +community_gallery_image: |
| 99 | + image_gallery: "myPublicGallery-xxxx" |
| 100 | + image_definition: "myImageDef" |
| 101 | + image_version: "latest" |
| 102 | + location: "westus3" |
| 103 | +``` |
| 104 | + |
| 105 | +--- |
| 106 | + |
| 107 | +## Step 2: YAML Structure Reference |
| 108 | + |
| 109 | +Top-level sections (only `platform` + `testcase` are required): |
| 110 | + |
| 111 | +| Section | Purpose | |
| 112 | +|---------|---------| |
| 113 | +| `name` | Descriptive run name | |
| 114 | +| `include` | Inherit from other YAML files: `- path: ./azure.yml` | |
| 115 | +| `extension` | Extra test module paths: `- "<lisa_repo_path>/lisa/microsoft/testsuites"` | |
| 116 | +| `variable` | Parameters with `$(name)` substitution. Supports `is_secret: true`, `is_case_visible: true`, `file: ./secrets.yml` | |
| 117 | +| `platform` | Where to run (azure, ready, qemu, openvmm) | |
| 118 | +| `testcase` | What to run — filter by priority, name, area | |
| 119 | +| `environment` | Node definitions (optional — platform auto-provisions) | |
| 120 | +| `concurrency` | Parallel environment count | |
| 121 | +| `transformer` | Pre-test operations | |
| 122 | +| `combinator` | Matrix expansion (grid, batch) | |
| 123 | +| `notifier` | Output: `console`, `html`, `junit` | |
| 124 | + |
| 125 | +Variable resolution order: CLI args > runbook > included files > defaults. |
| 126 | + |
| 127 | +--- |
| 128 | + |
| 129 | +## Step 3: Platform Configuration |
| 130 | + |
| 131 | +**Azure:** |
| 132 | +```yaml |
| 133 | +platform: |
| 134 | + - type: azure |
| 135 | + admin_username: $(admin_username) |
| 136 | + # Prefer admin_private_key_file over admin_password. |
| 137 | + # If both are omitted, LISA generates an SSH key pair at runtime — this is the recommended default. |
| 138 | + admin_private_key_file: $(admin_private_key_file) # path to existing private key, or omit entirely |
| 139 | + azure: |
| 140 | + subscription_id: $(subscription_id) |
| 141 | + credential: # see Auth Methods below; omit to use DefaultAzureCredential |
| 142 | + type: azcli |
| 143 | + requirement: |
| 144 | + azure: |
| 145 | + marketplace: $(marketplace_image) |
| 146 | + location: $(location) |
| 147 | + vm_size: $(vm_size) |
| 148 | +``` |
| 149 | + |
| 150 | +### Auth Methods |
| 151 | + |
| 152 | +All auth is configured under `platform[].azure.credential`. If `credential` is omitted, LISA falls back to `DefaultAzureCredential` (env vars → managed identity → Azure CLI). |
| 153 | + |
| 154 | +| Type | When to use | Required fields | |
| 155 | +|------|-------------|----------------| |
| 156 | +| *(omit)* | Local dev with `az login`, managed identity, or env vars | — | |
| 157 | +| `azcli` | Explicitly use the logged-in `az` CLI session | — | |
| 158 | +| `secret` | Service principal with client secret (CI/CD) | `tenant_id`, `client_id`, `client_secret` | |
| 159 | +| `certificate` | Service principal with cert | `tenant_id`, `client_id`, `cert_path` | |
| 160 | +| `assertion` | Workload identity via MSI + enterprise app | `tenant_id`, `client_id`, `msi_client_id`, `enterprise_app_client_id` | |
| 161 | +| `workloadidentity` | OIDC federated workload identity | `tenant_id`, `client_id` | |
| 162 | +| `token` | Raw Bearer token | `token` | |
| 163 | + |
| 164 | +**`azcli` (recommended for interactive/local use):** |
| 165 | +```yaml |
| 166 | +azure: |
| 167 | + subscription_id: $(subscription_id) |
| 168 | + credential: |
| 169 | + type: azcli |
| 170 | +``` |
| 171 | + |
| 172 | +**Service principal with client secret** — mark `client_secret` as secret: |
| 173 | +```yaml |
| 174 | +variable: |
| 175 | + - name: client_secret |
| 176 | + is_secret: true |
| 177 | + value: "" |
| 178 | +platform: |
| 179 | + - type: azure |
| 180 | + azure: |
| 181 | + subscription_id: $(subscription_id) |
| 182 | + credential: |
| 183 | + type: secret |
| 184 | + tenant_id: $(tenant_id) |
| 185 | + client_id: $(client_id) |
| 186 | + client_secret: $(client_secret) |
| 187 | +``` |
| 188 | + |
| 189 | +**Workload identity (GitHub Actions / Azure Pipelines OIDC):** |
| 190 | +```yaml |
| 191 | +azure: |
| 192 | + subscription_id: $(subscription_id) |
| 193 | + credential: |
| 194 | + type: workloadidentity |
| 195 | + tenant_id: $(tenant_id) |
| 196 | + client_id: $(client_id) |
| 197 | +``` |
| 198 | + |
| 199 | +**Ready (pre-provisioned):** |
| 200 | +```yaml |
| 201 | +platform: |
| 202 | + - type: ready |
| 203 | +environment: |
| 204 | + environments: |
| 205 | + - nodes: |
| 206 | + - type: remote |
| 207 | + address: $(address) |
| 208 | + port: $(port) |
| 209 | + username: $(admin_username) |
| 210 | + password: $(admin_password) |
| 211 | +``` |
| 212 | + |
| 213 | +--- |
| 214 | + |
| 215 | +## Step 4: Testcase Selection |
| 216 | + |
| 217 | +```yaml |
| 218 | +testcase: |
| 219 | + - criteria: |
| 220 | + priority: [0, 1] # by priority |
| 221 | + - criteria: |
| 222 | + name: verify_sriov_basic|verify_reboot # by name pattern |
| 223 | + - criteria: |
| 224 | + area: network # by area |
| 225 | + - criteria: |
| 226 | + name: verify_ultra_disk |
| 227 | + select_action: exclude # exclude |
| 228 | + - criteria: |
| 229 | + priority: 0 |
| 230 | + times: 3 # repeat |
| 231 | + retry: 2 # retry on failure |
| 232 | + use_new_environment: true # fresh VM per test |
| 233 | +``` |
| 234 | + |
| 235 | +--- |
| 236 | + |
| 237 | +## Step 5: Common Scenarios |
| 238 | + |
| 239 | +### A. Smoke Test |
| 240 | +```yaml |
| 241 | +variable: |
| 242 | + - name: marketplace_image |
| 243 | + value: "canonical 0001-com-ubuntu-server-jammy 22_04-lts-gen2 latest" |
| 244 | + - name: location |
| 245 | + value: "westus3" |
| 246 | +testcase: |
| 247 | + - criteria: |
| 248 | + name: smoke_test |
| 249 | +``` |
| 250 | + |
| 251 | +### B. Tier-Based Test |
| 252 | +```yaml |
| 253 | +include: |
| 254 | + - path: ./tiers/t$(tier).yml |
| 255 | +variable: |
| 256 | + - name: tier |
| 257 | + value: 0 |
| 258 | +``` |
| 259 | + |
| 260 | +### C. Security Profile |
| 261 | + |
| 262 | +Security profiles require the **object format** for `marketplace` — the string shorthand does not support them. |
| 263 | + |
| 264 | +```yaml |
| 265 | +platform: |
| 266 | + - type: azure |
| 267 | + requirement: |
| 268 | + azure: |
| 269 | + marketplace: |
| 270 | + publisher: "canonical" |
| 271 | + offer: "0001-com-ubuntu-server-jammy" |
| 272 | + sku: "22_04-lts-gen2" |
| 273 | + version: "latest" |
| 274 | + security_profile: ["secureboot"] |
| 275 | +``` |
| 276 | + |
| 277 | +Valid profiles: `none` (standard/default), `secureboot`, `cvm` (Confidential VM), `stateless`. Profiles other than `none` require Gen2 images. |
| 278 | + |
| 279 | +### D. WSL / Nested Virtualization |
| 280 | +```yaml |
| 281 | +platform: |
| 282 | + - type: azure |
| 283 | + guest_enabled: true |
| 284 | + guests: |
| 285 | + - type: wsl |
| 286 | + kernel: $(wsl_kernel) |
| 287 | + requirement: |
| 288 | + azure: |
| 289 | + vm_size: "Standard_D4s_v3" |
| 290 | + marketplace: |
| 291 | + publisher: "MicrosoftWindowsServer" |
| 292 | + offer: "WindowsServer" |
| 293 | + sku: "2022-datacenter-g2" |
| 294 | + version: "latest" |
| 295 | + security_profile: ["secureboot"] |
| 296 | +testcase: |
| 297 | + - criteria: |
| 298 | + area: wsl |
| 299 | +``` |
| 300 | + |
| 301 | +### E. Grid Combinator (Multi-Image × Multi-Location) |
| 302 | +```yaml |
| 303 | +combinator: |
| 304 | + type: grid |
| 305 | + items: |
| 306 | + - name: marketplace_image |
| 307 | + value: |
| 308 | + - "canonical 0001-com-ubuntu-server-jammy 22_04-lts-gen2 latest" |
| 309 | + - "redhat rhel 9_5 latest" |
| 310 | + - name: location |
| 311 | + value: ["westus3", "eastus2"] |
| 312 | +testcase: |
| 313 | + - criteria: |
| 314 | + priority: [0, 1] |
| 315 | +``` |
| 316 | + |
| 317 | +### F. Purchase Plan (ISV Images) |
| 318 | +```yaml |
| 319 | +platform: |
| 320 | + - type: azure |
| 321 | + requirement: |
| 322 | + azure: |
| 323 | + marketplace: |
| 324 | + publisher: $(plan_publisher) |
| 325 | + offer: $(plan_product) |
| 326 | + sku: $(plan_sku) |
| 327 | + version: "latest" |
| 328 | + purchase_plan: |
| 329 | + name: $(plan_name) |
| 330 | + product: $(plan_product) |
| 331 | + publisher: $(plan_publisher) |
| 332 | +``` |
| 333 | + |
| 334 | +`hyperv_generation` is optional — LISA auto-detects it from the image's platform tags. Only specify it to override (place inside the marketplace/vhd/shared_gallery object, not at `requirement.azure` level). `purchase_plan` is a node-level property and stays as a sibling to `marketplace`. |
| 335 | + |
| 336 | +### G. Disk & NIC Requirements |
| 337 | +```yaml |
| 338 | +platform: |
| 339 | + - type: azure |
| 340 | + requirement: |
| 341 | + core_count: { min: 8 } |
| 342 | + memory_mb: { min: 16384 } |
| 343 | + nic_count: { min: 2 } |
| 344 | + disk: |
| 345 | + data_disk_count: { min: 2 } |
| 346 | + data_disk_type: "PremiumSSDLRS" |
| 347 | + disk_controller_type: "NVMe" |
| 348 | + azure: |
| 349 | + marketplace: $(marketplace_image) |
| 350 | +``` |
| 351 | + |
| 352 | +--- |
| 353 | + |
| 354 | +## Step 6: Include Pattern |
| 355 | + |
| 356 | +```yaml |
| 357 | +include: |
| 358 | + - path: ./azure.yml # Inherit base Azure platform config |
| 359 | + - path: ./tiers/t$(tier).yml # Dynamic tier include via variable |
| 360 | + - path: ./debug.yml # Debug single test by name |
| 361 | +``` |
| 362 | + |
| 363 | +Later definitions override earlier ones. CLI variables override everything. |
| 364 | +Refer to `lisa/microsoft/runbook/` for available base runbooks. |
| 365 | + |
| 366 | +--- |
| 367 | + |
| 368 | +## Rules |
| 369 | + |
| 370 | +1. **Ask the scenario first** — don't guess. |
| 371 | +2. **Use variables** for anything the user might change (images, locations, credentials, VM sizes). |
| 372 | +3. **Mark secrets**: `is_secret: true` for passwords, subscription IDs, SAS URIs. |
| 373 | +4. **Use `include`** for existing base runbooks — don't duplicate. Check `lisa/microsoft/runbook/`. |
| 374 | +5. **Security profiles** require Gen2 images and the marketplace **object format** — the 4-part string shorthand does not support them. |
| 375 | +6. **Transformer phases** run in order: `init` → `expanded` → `environment_connected` → `expanded_cleanup` → `cleanup`. Use `phase: environment_connected` for transformers that need a provisioned VM (e.g., installing components on the node). `expanded` runs before environments are created. |
| 376 | +7. Search `@workspace` for existing runbooks before generating — reuse patterns from `runbook/`. |
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