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What Is a Cloud-Init Image, and How Does It Configure a Linux Server?

A cloud-init image is a Linux image with cloud-init installed. Learn how datasources, metadata and user-data configure instances at boot, including local VMs using NoCloud.
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A cloud-init image is a Linux machine image that includes cloud-init, software that configures a new instance using information supplied by its environment. The term does not identify a special image file format: the image provides the operating system and base settings, while a datasource provides instance-specific metadata and user-data at launch.

What a cloud-init image contains

Cloud-init is software packaged in a Linux image so it can initialize a machine as it boots. The image may include base configuration, such as the distribution and default user; those settings exist before a particular server starts. The base configuration reference describes these kinds of image-level details.

There is no separate, universally defined “cloud-init image” format in the cloud-init documentation. In practice, the phrase means an image with cloud-init installed and configured to obtain data from a compatible datasource.

How cloud-init configures a server at boot

  1. The image supplies the starting system. It contains Linux, cloud-init, and any configuration set in advance.
  2. A datasource provides launch-specific information. A platform may expose metadata and user-data through its metadata service. Metadata commonly identifies the instance or provides a server name; user-data commonly supplies configuration such as files, YAML, or shell scripts. The datasource reference describes the supported environments and data roles.
  3. Cloud-init combines the settings according to priority. Runtime configuration takes precedence over image configuration, which takes precedence over built-in defaults. User-provided configuration also overrides vendor-data. See the configuration priority documentation.

This separation lets one prepared image be launched with different instance-specific settings, instead of baking every server’s hostname or configuration into a separate image.

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Image configuration, metadata and user-data are different

  • Image configuration is prepared before the instance boots. It establishes the base environment and defaults.
  • Metadata describes the particular instance or platform context. It may include an instance ID, server name, or display name.
  • User-data is supplied for a launch and commonly carries instructions or content such as files, YAML, or scripts.

These inputs are not interchangeable: metadata describes the instance, while user-data is typically where the launch-specific instructions are provided. Their exact contents and delivery method depend on the datasource.

Cloud-provider provisioning versus a local VM

Environment Where cloud-init gets data Networking
Cloud-provider instance The provider’s datasource, commonly through a metadata service; the exact fields depend on the platform. Documented environments include Amazon EC2, Azure, Google Compute Engine, OpenStack and VMware. Source: cloud-init datasource reference. Depends on platform-provided data and configuration.
Local VM with NoCloud Local seed files or a labeled vfat or ISO9660 filesystem; NoCloud can also fetch seed files from a remote server. A filesystem seed must be labeled CIDATA, and its metadata must include an instance-id. Source: cloud-init NoCloud reference. Can use supplied network configuration; NoCloud is the option for local provisioning when no cloud metadata service is available.
Fallback with the None datasource On-disk configuration when no viable datasource is available. Source: cloud-init None reference. Cannot obtain or render networking configuration; cloud-init logs a warning when this datasource is used.

For a local VM, NoCloud is generally the relevant datasource: it provides a way to deliver seed data without a cloud provider’s metadata service. The None datasource is a fallback, not an equivalent provisioning route, particularly if the VM needs cloud-init to configure networking.

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What happens when cloud-init cannot find a datasource?

Cloud-init generally detects the datasource automatically. If no viable datasource is found, the None datasource can allow on-disk configuration to be used, but it cannot obtain or render network configuration and logs a warning. For a VM that needs instance-specific provisioning, provide a supported datasource—for a local setup, that can be a valid NoCloud seed—rather than relying on this fallback.

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