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+.. SPDX-License-Identifier: CC-BY-SA-2.0-UK
+
+Customizing Images
+******************
+
+You can customize images to satisfy particular requirements. This
+section describes several methods and provides guidelines for each.
+
+Customizing Images Using ``local.conf``
+=======================================
+
+Probably the easiest way to customize an image is to add a package by
+way of the ``local.conf`` configuration file. Because it is limited to
+local use, this method generally only allows you to add packages and is
+not as flexible as creating your own customized image. When you add
+packages using local variables this way, you need to realize that these
+variable changes are in effect for every build and consequently affect
+all images, which might not be what you require.
+
+To add a package to your image using the local configuration file, use
+the :term:`IMAGE_INSTALL` variable with the ``:append`` operator::
+
+   IMAGE_INSTALL:append = " strace"
+
+Use of the syntax is important; specifically, the leading space
+after the opening quote and before the package name, which is
+``strace`` in this example. This space is required since the ``:append``
+operator does not add the space.
+
+Furthermore, you must use ``:append`` instead of the ``+=`` operator if
+you want to avoid ordering issues. The reason for this is because doing
+so unconditionally appends to the variable and avoids ordering problems
+due to the variable being set in image recipes and ``.bbclass`` files
+with operators like ``?=``. Using ``:append`` ensures the operation
+takes effect.
+
+As shown in its simplest use, ``IMAGE_INSTALL:append`` affects all
+images. It is possible to extend the syntax so that the variable applies
+to a specific image only. Here is an example::
+
+   IMAGE_INSTALL:append:pn-core-image-minimal = " strace"
+
+This example adds ``strace`` to the ``core-image-minimal`` image only.
+
+You can add packages using a similar approach through the
+:term:`CORE_IMAGE_EXTRA_INSTALL` variable. If you use this variable, only
+``core-image-*`` images are affected.
+
+Customizing Images Using Custom ``IMAGE_FEATURES`` and ``EXTRA_IMAGE_FEATURES``
+===============================================================================
+
+Another method for customizing your image is to enable or disable
+high-level image features by using the
+:term:`IMAGE_FEATURES` and
+:term:`EXTRA_IMAGE_FEATURES`
+variables. Although the functions for both variables are nearly
+equivalent, best practices dictate using :term:`IMAGE_FEATURES` from within
+a recipe and using :term:`EXTRA_IMAGE_FEATURES` from within your
+``local.conf`` file, which is found in the :term:`Build Directory`.
+
+To understand how these features work, the best reference is
+:ref:`meta/classes-recipe/image.bbclass <ref-classes-image>`.
+This class lists out the available
+:term:`IMAGE_FEATURES` of which most map to package groups while some, such
+as ``debug-tweaks`` and ``read-only-rootfs``, resolve as general
+configuration settings.
+
+In summary, the file looks at the contents of the :term:`IMAGE_FEATURES`
+variable and then maps or configures the feature accordingly. Based on
+this information, the build system automatically adds the appropriate
+packages or configurations to the
+:term:`IMAGE_INSTALL` variable.
+Effectively, you are enabling extra features by extending the class or
+creating a custom class for use with specialized image ``.bb`` files.
+
+Use the :term:`EXTRA_IMAGE_FEATURES` variable from within your local
+configuration file. Using a separate area from which to enable features
+with this variable helps you avoid overwriting the features in the image
+recipe that are enabled with :term:`IMAGE_FEATURES`. The value of
+:term:`EXTRA_IMAGE_FEATURES` is added to :term:`IMAGE_FEATURES` within
+``meta/conf/bitbake.conf``.
+
+To illustrate how you can use these variables to modify your image,
+consider an example that selects the SSH server. The Yocto Project ships
+with two SSH servers you can use with your images: Dropbear and OpenSSH.
+Dropbear is a minimal SSH server appropriate for resource-constrained
+environments, while OpenSSH is a well-known standard SSH server
+implementation. By default, the ``core-image-sato`` image is configured
+to use Dropbear. The ``core-image-full-cmdline`` and ``core-image-lsb``
+images both include OpenSSH. The ``core-image-minimal`` image does not
+contain an SSH server.
+
+You can customize your image and change these defaults. Edit the
+:term:`IMAGE_FEATURES` variable in your recipe or use the
+:term:`EXTRA_IMAGE_FEATURES` in your ``local.conf`` file so that it
+configures the image you are working with to include
+``ssh-server-dropbear`` or ``ssh-server-openssh``.
+
+.. note::
+
+   See the ":ref:`ref-manual/features:image features`" section in the Yocto
+   Project Reference Manual for a complete list of image features that ship
+   with the Yocto Project.
+
+Customizing Images Using Custom .bb Files
+=========================================
+
+You can also customize an image by creating a custom recipe that defines
+additional software as part of the image. The following example shows
+the form for the two lines you need::
+
+   IMAGE_INSTALL = "packagegroup-core-x11-base package1 package2"
+   inherit core-image
+
+Defining the software using a custom recipe gives you total control over
+the contents of the image. It is important to use the correct names of
+packages in the :term:`IMAGE_INSTALL` variable. You must use the
+OpenEmbedded notation and not the Debian notation for the names (e.g.
+``glibc-dev`` instead of ``libc6-dev``).
+
+The other method for creating a custom image is to base it on an
+existing image. For example, if you want to create an image based on
+``core-image-sato`` but add the additional package ``strace`` to the
+image, copy the ``meta/recipes-sato/images/core-image-sato.bb`` to a new
+``.bb`` and add the following line to the end of the copy::
+
+   IMAGE_INSTALL += "strace"
+
+Customizing Images Using Custom Package Groups
+==============================================
+
+For complex custom images, the best approach for customizing an image is
+to create a custom package group recipe that is used to build the image
+or images. A good example of a package group recipe is
+``meta/recipes-core/packagegroups/packagegroup-base.bb``.
+
+If you examine that recipe, you see that the :term:`PACKAGES` variable lists
+the package group packages to produce. The ``inherit packagegroup``
+statement sets appropriate default values and automatically adds
+``-dev``, ``-dbg``, and ``-ptest`` complementary packages for each
+package specified in the :term:`PACKAGES` statement.
+
+.. note::
+
+   The ``inherit packagegroup`` line should be located near the top of the
+   recipe, certainly before the :term:`PACKAGES` statement.
+
+For each package you specify in :term:`PACKAGES`, you can use :term:`RDEPENDS`
+and :term:`RRECOMMENDS` entries to provide a list of packages the parent
+task package should contain. You can see examples of these further down
+in the ``packagegroup-base.bb`` recipe.
+
+Here is a short, fabricated example showing the same basic pieces for a
+hypothetical packagegroup defined in ``packagegroup-custom.bb``, where
+the variable :term:`PN` is the standard way to abbreviate the reference to
+the full packagegroup name ``packagegroup-custom``::
+
+   DESCRIPTION = "My Custom Package Groups"
+
+   inherit packagegroup
+
+   PACKAGES = "\
+       ${PN}-apps \
+       ${PN}-tools \
+       "
+
+   RDEPENDS:${PN}-apps = "\
+       dropbear \
+       portmap \
+       psplash"
+
+   RDEPENDS:${PN}-tools = "\
+       oprofile \
+       oprofileui-server \
+       lttng-tools"
+
+   RRECOMMENDS:${PN}-tools = "\
+       kernel-module-oprofile"
+
+In the previous example, two package group packages are created with
+their dependencies and their recommended package dependencies listed:
+``packagegroup-custom-apps``, and ``packagegroup-custom-tools``. To
+build an image using these package group packages, you need to add
+``packagegroup-custom-apps`` and/or ``packagegroup-custom-tools`` to
+:term:`IMAGE_INSTALL`. For other forms of image dependencies see the other
+areas of this section.
+
+Customizing an Image Hostname
+=============================
+
+By default, the configured hostname (i.e. ``/etc/hostname``) in an image
+is the same as the machine name. For example, if
+:term:`MACHINE` equals "qemux86", the
+configured hostname written to ``/etc/hostname`` is "qemux86".
+
+You can customize this name by altering the value of the "hostname"
+variable in the ``base-files`` recipe using either an append file or a
+configuration file. Use the following in an append file::
+
+   hostname = "myhostname"
+
+Use the following in a configuration file::
+
+   hostname:pn-base-files = "myhostname"
+
+Changing the default value of the variable "hostname" can be useful in
+certain situations. For example, suppose you need to do extensive
+testing on an image and you would like to easily identify the image
+under test from existing images with typical default hostnames. In this
+situation, you could change the default hostname to "testme", which
+results in all the images using the name "testme". Once testing is
+complete and you do not need to rebuild the image for test any longer,
+you can easily reset the default hostname.
+
+Another point of interest is that if you unset the variable, the image
+will have no default hostname in the filesystem. Here is an example that
+unsets the variable in a configuration file::
+
+  hostname:pn-base-files = ""
+
+Having no default hostname in the filesystem is suitable for
+environments that use dynamic hostnames such as virtual machines.
+