* website: remove obselete sidebar_title frontmatter from docs * website: bump to latest docs-page * website: update plugin creation and registration docs * website: fix broken links
317 lines
14 KiB
Plaintext
317 lines
14 KiB
Plaintext
---
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description: |
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It is possible to write custom builders using the Packer plugin interface, and
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this page documents how to do that.
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page_title: Custom Builders - Extending
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---
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# Custom Builders
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Packer Builders are the components of Packer responsible for creating a
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virtual machine, bringing it to a point where it can be provisioned, and then
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turning that provisioned virtual machine into a machine image. Several builders
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are officially maintained and distributed by the HashiCorp Packer team -- among
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these are builders for creating images on Amazon EC2, VMWare, Google
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Compute Engine, and many more. You can find documentation for how to use these
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official builders [here](/docs/builders). It is also possible to write custom
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builders using the Packer plugin interface, and this page documents how to do
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that.
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Prior to reading this page, you should read the page on [plugin development
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basics](/docs/extending/plugins).
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~> **Warning!** This is an advanced topic. If you're new to Packer, we
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recommend getting comfortable with using Packer and its officially maintained
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plugins before you dive into writing plugins of your own.
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Custom plugins are written in [golang](https://golang.org/), so this guide
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assumes that you have some familiarity with that programming language.
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## The Interface
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To create your own builder, you must create a struct that implements the
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[`packer.Builder`](https://pkg.go.dev/github.com/hashicorp/packer-plugin-sdk/packer#Builder) interface. It is reproduced below for reference.
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```go
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type Builder interface {
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ConfigSpec() hcldec.ObjectSpec
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Prepare(...interface{}) ([]string, []string, error)
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Run(context.Context, ui Ui, hook Hook) (Artifact, error)
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}
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```
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### The "ConfigSpec" Method
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This method returns a hcldec.ObjectSpec, which is a spec necessary for using
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HCL2 templates with Packer. For information on how to use and implement this
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function, check our
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[object spec docs](/guides/hcl/component-object-spec)
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### The "Prepare" Method
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The `Prepare` method for each builder will be called by the Packer core
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at the beginning of the build. Its purpose is to parse and validate the
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configuration template provided to Packer with `packer build your_packer_template.json`, but not to execute API calls or begin creating any
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resources or artifacts.
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The configuration from your Packer template is passed into the Prepare() method
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as an array of `interface{}` types, but is generally `map[string]interface{}`.
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The Prepare method is responsible for translating this configuration into an
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internal structure, validating it, and returning any errors.
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If multiple parameters are passed into Prepare(), they should be merged together
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into the final configuration, with later parameters overwriting any previous
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configuration. The exact semantics of the merge are left to the builder author.
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We recommend that you use the
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[mapstructure](https://godoc.org/github.com/mitchellh/mapstructure) library to
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decode the interface{} into a meaningful structure. Mapstructure will take an
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`interface{}` and decode it into an arbitrarily complex struct. If there are any
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errors, it generates very human friendly errors that can be returned directly
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from the prepare method. You can find many usage examples of this library within
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the Prepare() methods of HashiCorp-maintained Packer plugins.
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While Packer does not actively enforce this, **no side effects** should occur
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from running the `Prepare` method. Specifically: don't create files, don't
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launch virtual machines, etc. Prepare's purpose is solely to load the
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configuration from the template into a format usable by your builder, to
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validate that configuration, and to apply necessary defaults to that
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configuration.
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In addition to the configuration provided in the Packer template, Packer will
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also supply a [common.PackerConfig](https://github.com/hashicorp/packer-plugin-sdk/blob/8a28198491f70deca3824ce452adf6f9bd507880/common/packer_config.go#L44)
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containing meta-information such as the build name, builder type, core version,
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etc, and coded into a `map[string]interface{}`. One important piece of
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meta information in this map is the `packer.DebugConfigKey` set to boolean
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`true` if debug mode is enabled for the build. If this is set to true, then the
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builder should enable a debug mode which assists builder developers and
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advanced users to introspect what is going on during a build. During debug
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builds, parallelism is strictly disabled, so it is safe to request input from
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stdin and so on.
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Prepare() returns an array of strings and an error. The array of strings is a
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special list of keys for variables created at runtime which your builder will
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make accessible to provisioners using the generatedData mechanism (see below for
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more details) An example could be an instance ID for the cloud instance created
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by your builder. If you do not plan to make use of the generatedData feature,
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just return an empty list. The error should be used if there is something wrong
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with the user-provided configuration and the build should not proceed.
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### The "Run" Method
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`Run` is executed, often in parallel for multiple builders, to actually build
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the machine, provision it, and create the resulting machine image, which is
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returned as an implementation of the `packer.Artifact` interface.
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The `Run` method takes three parameters. The context.Context used to cancel the
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build. The `packer.Ui` object is used to send output to the console.
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`packer.Hook` is used to execute hooks, which are covered in more detail in the
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Provisioning section below.
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Because builder runs are typically a complex set of many steps, the
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packer-plugin-sdk contains a
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[multistep](https://godoc.org/github.com/hashicorp/packer-plugin-sdk/multistep)
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module. Multistep allows you to separate your build logic into multiple distinct
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"steps" with separate run and cleanup phases, and run them in order. It
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supports cancellation mid-step, pausing between steps when debugging, the CLI's
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on-error flag, and more. All of the HashiCorp maintained builders make use of
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this module, and while it is not required for builder implementation, it will
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help you create your builder in a way that matches user and Packer Core
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assumptions. The SDK also provides a number of "helper" generic steps that may
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prevent you from having to re-implement work that has already been done by the
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HashiCorp maintainers. Examples include sending boot commands, connecting to
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SSH, and creating virtual CDs to mount on your VM. Take a look at the
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[communicator](https://github.com/hashicorp/packer-plugin-sdk/tree/main/communicator)
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and
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[multistep/commonsteps](https://github.com/hashicorp/packer-plugin-sdk/tree/main/multistep/commonsteps)
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modules in the SDK to see what tools are available to you.
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Finally, `Run` should return an implementation of `packer.Artifact`. More
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details on creating a `packer.Artifact` are covered in the artifact section
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below. If something goes wrong during the build that prevents an artifact from
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being correctly created, `Run` should return an error and a nil artifact. Note
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that your builder is allowed to produce no artifact and no error, although this
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is a rare use case.
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### Cancellation
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#### With the "Cancel" Method ( for plugins for Packer < v1.3 )
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The `Cancel` method can be called at any time and requests cancellation of any
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builder run in progress. This method should block until the run actually stops.
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Note that the Cancel method will not be called by Packer versions >= 1.4.0.
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#### Context cancellation ( from Packer v1.4 )
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The `<-ctx.Done()` can unblock at any time and signifies request for
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cancellation of any builder run in progress.
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Cancels are most commonly triggered by external interrupts, such as the user
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pressing `Ctrl-C`. Packer will only exit once all the builders clean up, so it
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is important that you architect your builder in a way that it is quick to
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respond to these cancellations and clean up after itself. If your builder makes
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a long-running call, you should consider the possibility that a user may cancel
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the build during that call, and make sure that such a cancellation is not
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blocked.
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## Creating an Artifact
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The `Run` method is expected to return an implementation of the
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`packer.Artifact` interface. Each builder must create its own implementation of
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this interface.
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Most of the pieces of an artifact should be fairly self-explanatory by reading
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the [packer.Artifact interface
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documentation](https://godoc.org/github.com/hashicorp/packer-plugin-sdk/packer#Artifact).
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However one part of an artifact that may be confusing is the `BuilderId` method.
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This method must return an absolutely unique ID for the builder. In general, a
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reasonable ID would be the github username or organization that created the
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builder, followed by the platform it is building for. For example, the builder
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ID of the VMware builder is "hashicorp.vmware".
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Post-processors use the builder ID value in order to make some assumptions
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about the artifact results and to determine whether they are even able to run
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against a given artifact, so it is important that this ID never changes once
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the builder is published.
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The builder ID for each builder is documented on its website docs page.
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## Provisioning
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Packer has built-in support for provisioning using the Provisioner plugins. But
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builders themselves, rather than the Packer core, must determine when to invoke
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the provisioners since only the builder knows when the machine is running and
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ready for communication.
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When the machine is ready to be provisioned, run the `packer.HookProvision`
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hook, making sure the communicator is not nil, since this is required for
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provisioners. An example of calling the hook is shown below:
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```go
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hook.Run(context.Context, packer.HookProvision, ui, comm, nil)
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```
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At this point, Packer will run the provisioners and no additional work is
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necessary.
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If you are using the multistep tooling, the Packer plugin SDK contains a
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generic StepProvision which handles execution the provision hook for you and
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automatically supplies any custom builder generatedData you would like to
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provide to procisioners (see below for more details on generatedData.)
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## Template Engine
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~> Note: In HCL2 the JSON template engine and generated data is slowly going to
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be deprecated in favor of using HCL2 objects, we will keep on supporting those
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but it is recomended to avoid using them if you can.
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### Build variables
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Packer JSON makes it possible to provide custom template engine variables to be
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shared with provisioners and post-processors using the `build` function.
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JSON template `build` docs are [here](/docs/templates/legacy_json_templates/engine#build)
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and HCL template build docs are [here](/docs/templates/hcl_templates/contextual-variables#build-variables).
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As of Packer v1.5.0, builder Prepare() methods return a list of custom variables
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which we call `generated data`. We use that list of variables to generate a
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custom placeholder map per builder that combines custom variables with the
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placeholder map of default build variables created by Packer. Here's an example
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snippet telling packer what will be made available by the builder:
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```go
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func (b *Builder) Prepare(raws ...interface{}) ([]string, []string, error) {
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// ...
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generatedData := []string{"SourceImageName"}
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return generatedData, warns, nil
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}
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```
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When a user provides a Packer template that uses a `build` function, Packer
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validates that the key in the `build` function exists for a given builder using
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this generatedData array. If it does not exist, then Packer validation will
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fail.
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Once the placeholder is set, it's necessary to pass the variables' real values
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when calling the provisioner. This can be done as the example below:
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```go
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func (b *Builder) Run(ctx context.Context, ui packer.Ui, hook packer.Hook) (packer.Artifact, error) {
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// ...
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// Create map of custom variable
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generatedData := map[string]interface{}{"SourceImageName": "the source image name value"}
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// Pass map to provisioner
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hook.Run(context.Context, packer.HookProvision, ui, comm, generatedData)
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// ...
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}
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```
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In order to make these same variables and the Packer default ones also available
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to post-processors, your builder will need to add them to its Artifact.
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This can be done by adding an attribute of type `map[string]interface{}` to the
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Artifact and putting the generated data in it. The post-processor will access
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this data later via the Artifact's `State` method.
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The Artifact code should be implemented similar to the below:
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```go
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type Artifact struct {
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// ...
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// StateData should store data such as GeneratedData
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// to be shared with post-processors
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StateData map[string]interface{}
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}
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// ...
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func (a *Artifact) State(name string) interface{} {
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return a.StateData[name]
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}
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// ...
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```
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The builder should return the above Artifact containing the generated data and
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the code should be similar to the example snippet below:
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```go
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func (b *Builder) Run(ctx context.Context, ui packer.Ui, hook packer.Hook) (packer.Artifact, error) {
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// ...
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return &Artifact{
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// ...
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StateData: map[string]interface{}{"generated_data": state.Get("generated_data")},
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}, nil
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}
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```
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The code above assigns the `generated_data` state to the `StateData` map with
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the key `generated_data`.
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Here some example of how this data will be used by post-processors:
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```go
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func (p *PostProcessor) PostProcess(ctx context.Context, ui packer.Ui, source packer.Artifact) (packer.Artifact, bool, bool, error) {
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generatedData := source.State("generated_data")
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// generatedData will then be used for interpolation
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// ...
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}
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```
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## Putting it all together
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This page has focused up until now on the implementation details for the Builder
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interface. You will need to create a server and store the builder in a binary in
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order to make it available to the Packer core as a plugin. We have created a
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[scaffolding](https://github.com/hashicorp/packer-plugin-scaffolding/blob/main/builder/scaffolding/builder.go)
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repo to give you an idea of the relationship between the builder
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implementation and the server implementation within a repository, and then read
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[basics of how Plugins work](/docs/extending/plugins), which breaks down all the
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server details.
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