32,36 €
Use Ansible to configure your systems, deploy software, and orchestrate advanced IT tasks
Key Features
Book Description
Ansible is an open source automation platform that assists organizations with tasks such as application deployment, orchestration, and task automation. With the release of Ansible 2.7, even complex tasks can be handled much more easily than before.
Learning Ansible 2.7 will help you take your first steps toward understanding the fundamentals and practical aspects of Ansible by introducing you to topics such as playbooks, modules, and the installation of Linux, Berkeley Software Distribution (BSD), and Windows support. In addition to this, you will focus on various testing strategies, deployment, and orchestration to build on your knowledge. The book will then help you get accustomed to features including cleaner architecture, task blocks, and playbook parsing, which can help you to streamline automation processes. Next, you will learn how to integrate Ansible with cloud platforms such as Amazon Web Services (AWS) before gaining insights into the enterprise versions of Ansible, Ansible Tower and Ansible Galaxy. This will help you to use Ansible to interact with different operating systems and improve your working efficiency.
By the end of this book, you will be equipped with the Ansible skills you need to automate complex tasks for your organization.
What you will learn
Who this book is for
This beginner-level book is for system administrators who want to automate their organization's infrastructure using Ansible 2.7. No prior knowledge of Ansible is required
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Fabio Alessandro Locati, commonly known as Fale, is a director at Otelia, a public speaker, an author, and an open source contributor. His main areas of expertise are Linux, automation, security, and cloud technologies. Fale has more than 12 years of working experience in IT, with many of them spent consulting for many companies, including dozens of Fortune 500 companies. This has allowed him to consider technologies from different points of view, and to think critically about them.
Timothy Rupp has been working in various fields of computing for the last 15 years. He has held positions in cybersecurity, software engineering, and in the cloud computing and DevOps fields.
He was first introduced to Ansible while at Rackspace. As part of the cloud engineering team, he made extensive use of the tool to deploy new capacity for Rackspace Public Cloud. Since that introduction, he has contributed patches, provided support, and presented on Ansible topics at local meetups.
While at F5 Networks, he led the development of F5's Ansible modules, and became a core contributor to the Ansible project. Most recently, he has become re-involved in cybersecurity in the financial sector.
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Title Page
Copyright and Credits
Learning Ansible 2.7 Third Edition
About Packt
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Packt.com
Contributors
About the author
About the reviewer
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Conventions used
Get in touch
Reviews
Section 1: Creating a Web Server Using Ansible
Getting Started with Ansible
Technical requirements
IT automation
Advantages of IT automation
Disadvantages of IT automation
Types of IT automation
Agent-based systems
Agent-less systems
Agent-based versus agent-less systems
What is Ansible?
Secure Shell
Why Ansible?
Installing Ansible
Installing Ansible using the system's package manager
Installing via Yum
Installing via Apt
Installing via Homebrew
Installing via pip
Installing Ansible from source
Creating a test environment with Vagrant
Version control systems
Using Ansible with Git
Summary
Automating Simple Tasks
Technical Requirement
YAML
Hello Ansible
Working with playbooks
Studying the anatomy of a playbook
Running a playbook
Ansible verbosity
Variables in playbooks
Creating the Ansible user
Configuring a basic server
Enabling EPEL
Installing Python bindings for SELinux
Upgrading all installed packages
Ensuring that NTP is installed, configured, and running
Ensuring that FirewallD is present and enabled
Adding a customized MOTD
Changing the hostname
Reviewing and running the playbook
Installing and configuring a web server
Publishing a website
Jinja2 templates
Variables
Filters
Conditionals
Cycles
Summary
Section 2: Deploying Playbooks in a Production Environment
Scaling to Multiple Hosts
Technical requirements 
Working with inventory files
The basic inventory file
Groups in an inventory file
Regular expressions in the inventory file
Working with variables
Host variables
Group variables
Variable files
Overriding configuration parameters with an inventory file
Working with dynamic inventories
Amazon Web Services
DigitalOcean
Working with iterates in Ansible
Using standard iteration – with_items
Using nested loops – with_nested
Fileglobs loop – with_fileglobs
Using an integer loop – with_sequence
Summary
Handling Complex Deployment
Technical requirements
Working with the local_action feature
Delegating a task
Working with conditionals
Boolean conditionals
Checking whether a variable is set
Working with include
Working with handlers
Working with roles
Organizing a project
Anatomy of a role
Transforming your playbooks in a full Ansible project
Transforming a playbook into a role
Helper files
Transforming the webserver role
Handlers in roles
Execution strategies
The Ansible template – Jinja filters
Formatting data using filters
Defaulting undefined variables
Security management
Using Ansible Vault
Vaults and playbooks
Encrypting user passwords
Hiding passwords
Using no_log
Summary
Going Cloud
Technical requirements
Provisioning resources in the cloud
Provisioning machines in AWS
AWS global infrastructure
AWS Simple Storage Service 
AWS Elastic Compute Cloud 
AWS Virtual Private Cloud 
AWS Route 53
AWS Elastic Block Storage
AWS Identity and Access Management
Amazon Relational Database Service 
Setting up an account with AWS
Simple AWS deployment
Complex AWS deployment
Provisioning machines in DigitalOcean
Droplets
SSH key management
Private networking
Adding an SSH key in DigitalOcean
Deployment in DigitalOcean
Provisioning machines in Azure
Summary
Getting Notification from Ansible
Technical requirements 
Sending emails with Ansible
XMPP
Slack
Rocket Chat
Internet Relay Chat
Amazon Simple Notification Service
Nagios
Summary
Section 3: Deploying an Application with Ansible
Creating a Custom Module
Prerequisite
Using Python to write modules
Working with exit_json and fail_json
Testing Python modules
Using bash modules
Using Ruby modules
Testing modules
Summary
Debugging and Error Handling
Technical requirements
Syntax checking
The check mode
Indicating differences between files using --diff
Functional testing in Ansible
Functional testing using assert
Testing with tags
Understanding the --skip-tags option
Understanding debugging commands
Managing exceptions
Trigger failure
Summary
Complex Environments
Technical requirements
Code based on the Git branch
A single stable branch with multiple folders
Software distribution strategy
Copying files from the local machine
Revision control system with branches
Revision control system with tags
RPM packages
Preparing the environment
Deploying a web app with a revision control system
Deploying a web app with RPM packages
Creating a SPEC file
Building RPMs manually
Building RPMs with Ansible
Building RPMs with CI/CD pipelines
Building compiled software with RPM packaging
Deployment strategies
Canary deployment
Blue/green deployment
Optimizations
Pipelining
Optimizing with_items
Understanding what happens when your tasks are executed
Summary
Section 4: Deploying an Application with Ansible
Introducing Ansible for Enterprises
Technical requirements
Ansible on Windows
Ansible Galaxy
Pushing a role to Ansible Galaxy
Ansible Tower and AWX
Summary
Getting Started with AWX
Technical requirements
Setting up AWX
Installing Ansible, Docker, and Docker-py in Fedora
Giving the current user permission to use Docker in Fedora
Installing AWX
Creating new AWX projects
Using AWX inventories
Understanding AWX job templates
Using AWX jobs
Summary
Working with AWX Users, Permissions, and Organizations
Technical requirements
AWX users and permissions
AWX organizations
Summary
Other Books You May Enjoy
Leave a review - let other readers know what you think
The information technology sector is a fast-moving sector that always tries to accelerate. To keep up with this, companies need to be able to move quickly and iterate frequently. Until a few years back, this was mainly true for software, but now we start to see the necessity of developing infrastructure at a similar speed. Going forward, we will need to change the infrastructure we run our software on at the speed of the software itself.
In this scenario, many technologies, such as software-defined everything (storage, network, and compute, for example), will be key, but those technologies need to be managed in an equally scalable way, and that way will involve using Ansible and similar products.
Ansible is highly relevant today, since, unlike competing products, it is agentless, allowing for faster deployments, more security, and better auditability.
The book is for developers and sysadmins who want to automate their organization’s infrastructure using Ansible 2. No prior knowledge of Ansible is required.
Chapter 1, Getting Started with Ansible, explains how to install Ansible.
Chapter 2, Automating Simple Tasks, explains how to create simple playbooks that will allow you to automate some simple tasks that you already perform on a daily basis.
Chapter 3, Scaling to Multiple Hosts, explains how to handle multiple hosts in Ansible in an easy-to-scale way.
Chapter 4, Handling Complex Deployment, explains how to create deployments that have multiple phases, as well as multiple machines.
Chapter 5, Going Cloud, explains how Ansible can integrate with various cloud offerings, and how it can simplify your life, managing the cloud for you.
Chapter 6, Getting Notification from Ansible, explains how to set up Ansible to return valuable information to you and other stakeholders.
Chapter 7, Creating a Custom Module, explains how to create a custom module to leverage the freedom Ansible gives you.
Chapter 8, Debugging and Error Handling, explains how to debug and test Ansible to ensure that your playbooks will always work.
Chapter 9, Complex Environments, explains how to manage multiple tiers, environments, and deployments with Ansible.
Chapter 10, Introducing Ansible for Enterprises, explains how to manage Windows nodes from Ansible, as well as how to leverage Ansible Galaxy to maximize your productivity.
Chapter 11, Getting Started with AWX, explains what AWX is and how you can start using it.
Chapter 12,Working with AWX Users, Permissions, and Organizations, explains how AWX users and permissions management works.
This book assumes a basic knowledge of the UNIX shell, as well as basic networking knowledge.
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There are a number of text conventions used throughout this book.
CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "The sudo command is a well known, but is often used in its more dangerous form."
A block of code is set as follows:
- hosts: all remote_user: vagrant tasks: - name: Ensure the HTTPd package is installed yum: name: httpd state: present become: True
When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:
- hosts: all remote_user: vagrant tasks:
- name: Ensure the HTTPd package is installed
yum: name: httpd state: present become: True
Any command-line input or output is written as follows:
$ sudo dnf install ansible
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This section will help you create simple playbooks that will allow you to automate some simple tasks that you already perform on a daily basis.
This section contains the following chapters:
Chapter 1
,
Getting Started with Ansible
Chapter 2
,
Automating Simple Tasks
Information and communications technology (ICT) is often described as a fast-growing industry. I think that the best quality of the ICT industry is not related to its ability to grow at a super-high speed, but is related to its ability to revolutionize itself, and the rest of the world, at an astonishing pace.
Every 10 to 15 years there are major shifts in how this industry works, and every shift solves problems that were very hard to manage up to that point, creating new challenges. Also, at every major shift, many of the best practices of the previous iteration are classified as anti-patterns, and new best practices are created. Although it might appear that those changes are impossible to predict, this is not always true. Obviously, it is not possible to know exactly what changes will occur and when they will take place, but looking at companies with a large number of servers and many lines of code usually reveals what the next steps will be.
The current shift has already happened in big companies such as Amazon Web Services (AWS), Facebook, and Google. It is the implementation of IT automation systems to create and manage servers.
In this chapter we will cover the following topics:
IT automation
What is Ansible?
The secure shell
Installing Ansible
Creating a test environment with Vagrant
Version control systems
Using Ansible with Git
To support the learning of Ansible, I suggest having a machine where you can install Vagrant. Using Vagrant will allow you to try many operations, even destructive ones, without fear.
Additionally, AWS and Azure accounts are suggested, since some examples will be on those platforms.
All examples in this book are available in the GitHub repository at https://github.com/PacktPublishing/-Learning-Ansible-2.X-Third-Edition/.
IT automation is – in its broader sense – the processes and software that help with the management of the IT infrastructure (servers, networking, and storage). In the current shift, we are supporting for a huge implementation of such processes and software.
At the beginning of IT history, there were very few servers, and a lot of people were needed to make them work properly, usually more than one person for each machine. Over the years, servers became more reliable and easier to manage, so it was possible to have multiple servers managed by a single system administrator. In that period, the administrators manually installed the software, upgraded the software manually, and changed the configuration files manually. This was obviously a very labor-intensive and error-prone process, so many administrators started to implement scripts and other means to make their lives easier. Those scripts were (usually) pretty complex, and they did not scale very well.
In the early years of this century, data centers started to grow a lot due to companies' needs. Virtualization helped in keeping prices low, and the fact that many of these services were web services meant that many servers were very similar to each other. At this point, new tools were needed to substitute the scripts that were used before: the configuration management tools.
CFEngine was one of the first tools to demonstrate configuration management capabilities way back in the 1990s; more recently, there has been Puppet, Chef, and Salt, besides Ansible.
People often wonder if IT automation really brings enough advantages, considering that implementing it has some direct and indirect costs. The main benefits of IT automation are the following:
The ability to provision machines quickly
The ability to recreate a machine from scratch in minutes
The ability to track any change performed on the infrastructure
For these reasons, it's possible to reduce the cost of managing the IT infrastructure by reducing the repetitive operations often performed by system administrators.
As with any other technology, IT automation does come with some disadvantages. From my point of view, these are the biggest disadvantages:
Automating all of the small tasks that were once used to train new system administrators.
If an error is performed, it will be propagated everywhere.
The consequence of the first is that new ways to train junior system administrators will need to be implemented.
The second one is trickier. There are a lot of ways to limit this kind of damage, but none of those will prevent it completely. The following mitigation options are available:
Always have backups
: Backups will not prevent you from nuking your machine – they will only make the restore process possible.
Always test your infrastructure code (playbooks/roles) in a non-production environment
: Companies have developed different pipelines to deploy code, and those usually include environments such as dev, test, staging, and production. Use the same pipeline to test your infrastructure code. If a buggy application reaches the production environment it could be a problem. If a buggy playbook reaches the production environment, it can be catastrophic.
Always peer-review your infrastructure code
: Some companies have already introduced peer-reviews for the application code, but very few have introduced it for the infrastructure code. As I was saying in the previous point, I think that infrastructure code is way more critical than application code, so you should always peer-review your infrastructure code, whether you do it for your application code or not.
Enable SELinux
: SELinux is a security kernel module that is available on all Linux distributions (it is installed by default on Fedora, Red Hat Enterprise Linux, CentOS, Scientific Linux, and Unbreakable Linux). It allows you to limit users and process powers in a very granular way. I suggest using SELinux instead of other similar modules (such as AppArmor) because it is able to handle more situations and permissions. SELinux will prevent a huge amount of damage because, if correctly configured, it will prevent many dangerous commands from being executed.
Run the playbooks from a limited account
: Even though user and privilege escalation schemes have been in Unix code for more than 40 years, it seems as if not many companies use them. Using a limited user for all your playbooks, and escalating privileges only for commands that need higher privileges, will help prevent you from nuking a machine while trying to clean an application temporary folder.
Use horizontal privilege escalation
: The
sudo
command is a well known, but is often used in its more dangerous form. The
sudo
command supports the
-u
parameter that will allow you to specify a user that you want to impersonate. If you have to change a file that is owned by another user, please do not escalate to
root
to do so, just escalate to that user. In Ansible, you can use the
become_user
parameter to achieve this.
When possible, don't run a playbook on all your machines at the same time
: Staged deployments can help you detect a problem before it's too late. There are many problems that are not detectable in dev, test, staging, and QA environments. The majority of them are related to a load that is hard to emulate properly in those non-production environments. A new configuration you have just added to your Apache HTTPd or MySQL servers could be perfectly OK from a syntax point of view, but disastrous for your specific application under your production load. A staged deployment will allow you to test your new configuration on your actual load without risking downtime in case something was wrong.
Avoid guessing commands and modifiers
: A lot of system administrators will try to remember the right parameter, and try to guess if they don't remember it exactly. I've done it too, a lot of times, but this is very risky. Checking the man page or the online documentation will usually take you less than two minutes, and often, by reading the manual, you'll find interesting notes you did not know. Guessing modifiers is dangerous because you could be fooled by a non-standard modifier (that is,
-v
is not a verbose mode for
grep
, and
-h
is not a
help
command for the MySQL CLI).
Avoid error-prone commands
: Not all commands have been created equally. Some commands are (way) more dangerous than others. If you can assume a
cat
-based command safe, you have to assume that a
dd
-based command is dangerous, since it performs copies and conversion of files and volumes. I've seen people using
dd
in scripts to transform DOS files to Unix (instead of
dos2unix
) and many other, very dangerous, examples. Please, avoid such commands, because they could result in a huge disaster if something goes wrong.
Avoid unnecessary modifiers
: If you need to delete a simple file, use
rm ${file}
, not
rm -rf ${file}
. The latter is often performed by users that have learned
to be sure, always use
rm -rf
, because at some time in their past, they have had to delete a folder. This will prevent you from deleting an entire folder if the
${file}
variable is set wrongly.
Always check what could happen if a variable is not set
: If you want to delete the contents of a folder and you use the
rm -rf ${folder}/*
command, you are looking for trouble. In case the
${folder}
variable is not set for some reason, the shell will read a
rm -rf /*
command, which is deadly (considering the fact that the
rm -rf /
command will not work on the majority of current OSes because it requires a
--no-preserve-root
option, while the
rm -rf /*
will work as expected). I'm using this specific command as an example because I have seen such situations: the variable was pulled from a database which, due to some maintenance work, was down, and an empty string was assigned to that variable. What happened next is probably easy to guess. In case you cannot prevent using variables in dangerous places, at least check them to see whether they are empty or not before using them. This will not save you from every problem, but may catch some of the most common ones.
Double-check your redirections
: Redirections (along with pipes) are the most powerful elements of Unix shells. They could also be very dangerous: a
cat /dev/rand > /dev/sda
can destroy a disk even if a
cat
-based command is usually overlooked because it's not usually dangerous. Always double-check all commands that include a redirection.
Use specific modules wherever possible
: In this list, I've used shell commands because many people will try to use Ansible as if it's just a way to distribute them: it's not. Ansible provides a lot of modules and we'll see them in this book. They will help you create more readable, portable, and safe playbooks.
There are a lot of ways to classify IT automation systems, but by far the most important is related to how the configurations are propagated. Based on this, we can distinguish between agent-based systems and agent-less systems.
Agent-based systems have two different components: a server, and a client called agent.
There is only one server, and it contains all of the configuration for your whole environment, while the agents are as many as the machines in the environment.
Periodically, the client will contact the server to see if a new configuration for its machine is present. If a new configuration is present, the client will download it and apply it.
In agent-less systems, no specific agent is present. Agent-less systems do not always respect the server/client paradigm, since it's possible to have multiple servers and even the same number of servers and clients. Communications are initialized by the server, which will contact the client(s) using standard protocols (usually via SSH and PowerShell).
Aside from the differences previously outlined, there are other contrasting factors that arise because of those differences.
From a security standpoint, an agent-based system can be less secure. Since all machines have to be able to initiate a connection to the server machine, this machine could be attacked more easily than in an agent-less case, where the machine is usually behind a firewall that will not accept any incoming connections.
From a performance point of view, agent-based systems run the risk of having the server saturated, therefore the roll-out could be slower. It also needs to be considered that, in a pure agent-based system, it is not possible to force-push an update immediately to a set of machines. It will have to wait until those machines check-in. For this reason, multiple agent-based systems have implemented out-of-bands ways to implement such features. Tools such as Chef and Puppet are agent-based, but can also run without a centralized server to scale a large number of machines, commonly called Serverless Chef and Masterless Puppet respectively.
An agent-less system is easier to integrate in an infrastructure that is already present (brownfield) since it will be seen by the clients as a normal SSH connection, therefore no additional configuration is needed.
Ansible is an agent-less IT automation tool developed in 2012 by Michael DeHaan, a former Red Hat associate. The Ansible design goals are for it to be minimal, consistent, secure, highly reliable, and easy to learn. The Ansible company was bought by Red Hat in October 2015, and now operates as part of Red Hat, Inc.
Ansible primarily runs in push mode using SSH, but you can also run Ansible using ansible-pull, where you can install Ansible on each agent, download the playbooks locally, and run them on individual machines. If there are a large number of machines (large is a relative term; but in this case, consider it to mean greater than 500), and you plan to deploy updates to the machines in parallel, this might be the right way to go about it. As we discussed before, either agent-full and agent-less systems have their pros and cons.
In the next section, we will discuss Secure Shell (SSH), which is a core part of Ansible and the Ansible philosophy.
Secure Shell (also known as SSH) is a network service that allows you to log in and access a shell remotely over a fully encrypted connection. The SSH daemon is today the standard for UNIX system administration, after having replaced the unencrypted telnet. The most frequently used implementation of the SSH protocol is OpenSSH.
In the last few years, Microsoft has implemented OpenSSH for Windows. I think that this proves the de facto standard situation that SSH lives into.
Since Ansible performs SSH connections and commands in the same way any other SSH client would do, no specific configuration has been applied to the OpenSSH server.
To speed up default SSH connections, you can always enable ControlPersist and the pipeline mode, which makes Ansible faster and more secure.
We will try and compare Ansible with Puppet and Chef during the course of this book, since many people have good experience those tools. We will also point out specifically how Ansible would solve a problem compared to Chef or Puppet.
Ansible, as well as Puppet and Chef, are declarative in nature, and are expected to move a machine to the desired state specified in the configuration. For example, in each of these tools, in order to start a service at a point in time and start it automatically on restart, you would need to write a declarative block or module; every time the tool runs on the machine, it will aspire to obtain the state defined in your playbook (Ansible), cookbook (Chef), or manifest (Puppet).
The difference in the toolset is minimal at a simple level, but as more situations arise and the complexity increases, you will start finding differences between the different toolsets. In Puppet, you do not set the order in which the tasks will be executed, and the Puppet server will decide the sequence and the parallelizations at runtime, making it easier to end up with difficult-to-debug errors. To exploit the power of Chef, you will need a good Ruby team. Your team needs to be good at the Ruby language to customize both Puppet and Chef, and there will be a bigger learning curve with both of the tools.
With Ansible, the case is different. It uses the simplicity of Chef when it comes to the order of execution – the top-to-bottom approach – and allows you to define the end state in YAML format, which makes the code extremely readable and easy for everyone, from development teams to operations teams, to pick up and make changes. In many cases, even without Ansible, operations teams are given playbook manuals to execute instructions from whenever they face issues. Ansible mimics that behavior. Do not be surprised if you end up having your project manager change the code in Ansible and check it into Git because of its simplicity!
Installing Ansible is rather quick and simple. You can use the source code directly, by cloning it from the GitHub project (https://github.com/ansible/ansible); install it using your system's package manager; or use Python's package management tool (pip
