Hi,
Getting back to this, sorry for the delay. Yes, I'm pretty sure it's NetworkManager, not something else. Here are relevant parts of boot logs from a recent runs:
[ 63.613821] NetworkManager[244]: <info> [1615995259.7778] NetworkManager (version 1.26.0-12.el8_3) is starting... (for the first time)
[ 71.637264] systemd[1]: Starting Glean for interface enp1s0 with NetworkManager...
Starting Glean for interface enp1s0 with NetworkManager...
[ 77.622901] glean.sh[327]: mount: /mnt/config: /dev/sr0 already mounted on /mnt/config.
!!! As you see, Glean starts quite early, but then... !!!
[ 92.699494] NetworkManager[244]: <info> [1615995288.9848] manager: (lo): new Generic device (/org/freedesktop/NetworkManager/Devices/1)
[ 93.040232] NetworkManager[244]: <info> [1615995289.3256] manager: (enp1s0): new Ethernet device (/org/freedesktop/NetworkManager/Devices/2)
[ 94.434450] NetworkManager[244]: <info> [1615995290.7198] device (enp1s0): state change: unmanaged -> unavailable (reason 'managed', sys-iface-state: 'external')
[ 94.713545] NetworkManager[244]: <info> [1615995290.9986] device (enp1s0): carrier: link connected
[ 96.487825] NetworkManager[244]: <info> [1615995292.7699] device (enp1s0): state change: unavailable -> disconnected (reason 'none', sys-iface-state: 'managed')
[ 96.712608] NetworkManager[244]: <info> [1615995292.9979] policy: auto-activating connection 'Wired connection 1' (cabef811-9cf9-3d92-9391-95712a3d3481)
!!! This auto-activation triggers DHCP !!!
[ 97.789768] NetworkManager[244]: <info> [1615995294.0750] device (enp1s0): state change: config -> ip-config (reason 'none', sys-iface-state: 'managed')
[ 98.084735] NetworkManager[244]: <info> [1615995294.3699] dhcp4 (enp1s0): activation: beginning transaction (timeout in 30 seconds)
[ 98.303574] NetworkManager[244]: <info> [1615995294.5883] dhcp4 (enp1s0): dhclient started with pid 382
[ 108.882870] NetworkManager[244]: <info> [1615995305.0369] dhcp4 (enp1s0): address 192.168.122.105
!!! 10 seconds later we have the IP address configured !!!
[ 126.636082] glean.sh[326]: DEBUG:glean:Starting glean
[ 127.885587] glean.sh[326]: DEBUG:glean:Only considering interface enp1s0 from arguments
[ 127.908001] glean.sh[326]: DEBUG:glean:Interface matched: enp1s0 (52:54:00:9e:b1:16)
[ 127.920045] glean.sh[326]: DEBUG:glean:52:54:00:9e:b1:16 configured via config-drive
[ 128.635484] systemd[1]: Started Glean for interface enp1s0 with NetworkManager.
!!! 20 seconds later (it's a nested VM, everything is slow) glean actually kicks in !!!
[ 130.752564] systemd[1]: Reached target Network is Online.
At this point the IP address is from DHCP, not from Glean.
Any ideas?
Dmitry