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Ansible Playbook Essentials
Ansible Playbook Essentials

Ansible Playbook Essentials: Design automation blueprints to manage your multitier infrastructure

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Ansible Playbook Essentials

Setting Up the Learning Environment

To use this book most effectively and to examine, run, and write code that is part of exercises supplied in this book, it's essential to set up a learning environment. Even though Ansible can work with any type of nodes, virtual machines, cloud servers, or bare metal hosts with an operating system installed and SSH service running, the preferred mode is to use virtual machines.

In this session, we will cover the following topics:

  • Understanding the learning environment
  • Understanding the pre requisites
  • Installing and configuring virtualbox and vagrant
  • Creating virtual machines
  • Installing Ansible
  • Using the sample code

Understanding the learning environment

We assume that most of our learners would like to set up the environment locally, and thus recommend using the open source and freely available software VirtualBox and Vagrant, which have support for most of the desktop operating systems, including Windows, OSX, and Linux.

The ideal setup includes five virtual machines, the purpose of which is explained as follows. You can also consolidate some of the services, for example, the load balancer and web server can be the same host:

  • Controller: This is the only host that needs to have Ansible installed, and works as a controller. This is used to launch the ansible-playbook commands from the controller.
  • Database (Ubuntu): This host is configured with Ansible to run the MySQL database service and runs the Ubuntu distribution of Linux.
  • Database (CentOS): This host is configured with Ansible to run the MySQL database service, however, it runs the CentOS distribution of Linux. This is added to test multiplatform support while writing the MySQL role for Ansible.
  • Web Server: This host is configured with Ansible to run the Apache web server application.
  • Load balancer: This host gets configured with the haproxy application, which is an open source HTTP proxy service. This host acts as a load balancer, which accepts HTTP requests and spreads the load across available web servers.

Prerequisites

For most up-to-date instructions on prerequisites, software and hardware requirements, as well as setup instructions, refer to the following GitHub repository:

https://github.com/schoolofdevops/ansible-playbook-essentials.

Systems prerequisites

A moderately configured desktop or a laptop system should be sufficient to set up the learning environment. The following are the recommended prerequisites in the context of of software and hardware:

Processor

2 cores

Memory

2.5 GB RAM available

Disk Space

20 GB of free space

Operating System

Windows, OS X (Mac), Linux

The base software

For the purpose of setting up the learning environment, we recommend using the following software:

  • VirtualBox: Oracle's virtualbox is a desktop virtualization software, which is freely available. It works on a variety of operating systems, including Windows, OS X, Linux, FreeBSD, Solaris, and so on. It provides a layer of hypervisor and allows one to create and run virtual machines on top of an existing base OS. The code provided along with this book has been tested on 4.3x versions of virtualbox. However, any version of virtualbox, which is compatible with the vagrant version can be used.
  • Vagrant: This is a tool that allows one to easily create and share virtual environments on most hypervisors and cloud platforms, including but not limited to virtualbox. It can automate tasks such as importing an image, specifying resources, such as memory and CPUs assigned to VMs, and setting up network interfaces, hostnames, user credentials, and so on. Since it provides a text configuration in the form of a Vagrant file, virtual machines can be provisioned programmatically, making them easy to use it with other tools such as Jenkins to automate build and test pipelines.
  • Git for Windows: Even though we do not intend to use Git, which is a version control software, we use this software to install the SSH utility on the Windows system. Vagrant needs an SSH binary available in the path. Windows is not packaged with the SSH utility, and Git for Windows is the easiest way to install it on Windows. Alternative options such as Cygwin exist.

The following table lists the version OS the software used to develop the code provided with the book, with download links:

Software

Version

Download URI

VirtualBox

4.3.30

https://www.virtualbox.org/wiki/Downloads

Vagrant

1.7.3

https://www.vagrantup.com/downloads.html

Git for Windows

1.9.5

https://git-scm.com/download/win

Learners are advised to download, install, and refer to the respective documentation pages to get familiar with these tools before proceeding.

Creating virtual machines

Once you have installed the base software, you can use vagrant to bring up the virtual machines required. Vagrant uses a specification file by the name Vagrantfile, a sample of which is as follows:

# -*- mode: ruby -*-
# vi: set ft=ruby :
# Sample Vagranfile to setup Learning Environment
# for Ansible Playbook Essentials

VAGRANTFILE_API_VERSION = "2"
Vagrant.configure(VAGRANTFILE_API_VERSION) do |config|
  config.vm.box = "ansible-ubuntu-1204-i386"
  config.vm.box_url = "https://cloud-images.ubuntu.com/vagrant/precise/current/precise-server-cloudimg-i386-vagrant-disk1.box"
  config.vm.define "control" do |control|
    control.vm.network :private_network, ip: "192.168.61.10"
  end
  config.vm.define "db" do |db|
    db.vm.network :private_network, ip: "192.168.61.11"
  end
  config.vm.define "dbel" do |db|
    db.vm.network :private_network, ip: "192.168.61.14"
    db.vm.box = "opscode_centos-6.5-i386"
    db.vm.box = "http://opscode-vm-bento.s3.amazonaws.com/vagrant/virtualbox/opscode_centos-6.5_chef-provisionerless.box"
  end
  config.vm.define "www" do |www|
    www.vm.network :private_network, ip: "192.168.61.12"
  end
  config.vm.define "lb" do |lb|
    lb.vm.network :private_network, ip: "192.168.61.13"
  end
end

The preceding Vagrant file contains specifications to set up five virtual machines, as described in the beginning of this chapter, which are, control, db, dbel, www, and lb.

Learners are advised to use following instructions to create and start the virtual machines required to set up the learning environment:

  1. Create a directory structure for the learning environment setup, for example, learn/ansible, anywhere on the system.
  2. Copy the Vagrantfile file provided previously to the learn/ansible directory. The tree should now look as follows:
                         learn
                            \_ ansible
                                  \_ Vagrantfile

    Note

    The Vagrantfile file contains specifications for the virtual machines described in the earlier section.

  3. Open a terminal and go to learn/ansible.
  4. Bring up the control node and log in to it, as follows:
    $ vagrant up control 
    $ vagrant ssh control
    
  5. From a separate terminal window, from the learn/ansible directory, bring up the remaining virtual machine, one at a time, as follows:
    $ vagrant up db
    $ vagrant up www
    $ vagrant up lb
    optionally (for centos based mysql configurations)
    $ vagrant up dbel 
    Optionally, to login to to the virtual machines as
    $ vagrant ssh db
    $ vagrant ssh www
    $ vagrant ssh lb
    optionally (for centos based mysql configurations)
    $ vagrant ssh dbel 
    

Installing Ansible on the controller

Once the virtual machines are created and brought up, Ansible needs to be installed on the controller. Since Ansible is agentless and manages nodes using SSH transport, no additional setup is needed on the nodes except for ensuring that the SSH service is running. To install Ansible on the controller, refer to the following steps. These instructions are specific to the Ubuntu distribution of Linux, as that's what we use on our controller. For generic installation instructions, please refer to the following page:

http://docs.ansible.com/intro_installation.html.

The steps are as follows:

  1. Log in to the controller using the following command:
    # from inside learn/ansible directory   
    $ vagrant ssh control 
    
  2. Update the repository cache using the following command:
    $ sudo apt-get update
    
  3. Install the prerequisite software and repositories:
    # On Ubuntu 14.04 and above 
    $ sudo apt-get install -y software-properties-common
    $ sudo apt-get install -y python-software-properties
    $ sudo apt-add-repository ppa:ansible/ansible
    
  4. Update the repository cache after adding a new repository, such as follows:
    $ sudo apt-get update

    
  5. Install Ansible using the following command:
    $ sudo apt-get install -y ansible 
    
  6. Validate Ansible using the following command:
    $ ansible --version
    [sample output]
    vagrant@vagrant:~$ ansible --version
    ansible 1.9.2
      configured module search path = None
    

Using sample code

The sample code provided with this book is divided as per the chapter numbers. A directory named after the chapter number contains the snapshot of the state of the code at the end of the respective chapter. Learners are advised to independently create their own code and use the sample code as a reference. Moreover, if the readers skip one or more chapters, they can use the sample code from the previous chapter as a base.

For example, while using Chapter 6, Iterative Control Structures – Loops, you can use the sample code from Chapter 5, Controlling Execution Flow – Conditionals, as a base.

Tip

Downloading the example code

You can download the example code files for all Packt books you have purchased from your account at http://www.packtpub.com. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files e-mailed directly to you.

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Description

Ansible Playbook Essentials will show you how to write a blueprint of your infrastructure, encompassing multitier applications using Ansible's playbooks. Beginning with basic concepts such as plays, tasks, handlers, inventory, and YAML Ain't Markup Language (YAML) syntax that Ansible uses, you'll understand how to organize your code into a modular structure. Building on this, you will study techniques to create data-driven playbooks with variables, templates, logical constructs, and encrypted data, which will further strengthen your application skills in Ansible. Adding to this, the book will also take you through advanced clustering concepts, such as discovering topology information about other nodes in the cluster and managing multiple environments with isolated configurations. As you approach the concluding chapters, you can expect to learn about orchestrating infrastructure and deploying applications in a coordinated manner. By the end of this book, you will be able to design solutions to your automation and orchestration problems using playbooks quickly and efficiently.

Who is this book for?

If you are a systems or an automation engineer who wants to automate common infrastructure tasks, deploy applications, and use orchestration to configure systems in a synchronized manner, this book is ideal for you. Some familiarity with the Linux/Unix command-line interface is necessary.

What you will learn

  • Write simple tasks and plays
  • Organize code into a reusable, modular structure
  • Separate code from data using variables and Jinja2 templates
  • Run custom commands and scripts using Ansible s command modules
  • Control execution flow based on conditionals
  • Integrate nodes and discover topology information about other nodes in the cluster
  • Encrypt data with Ansible Vault
  • Create environments with isolated configurations to match the application development workflow
  • Orchestrate infrastructure and deploy applications in a coordinated manner
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Length: 168 pages
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Language : English
ISBN-13 : 9781784398293
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Table of Contents

13 Chapters
Setting Up the Learning Environment Chevron down icon Chevron up icon
1. Blueprinting Your Infrastructure Chevron down icon Chevron up icon
2. Going Modular with Ansible Roles Chevron down icon Chevron up icon
3. Separating Code and Data – Variables, Facts, and Templates Chevron down icon Chevron up icon
4. Bringing In Your Code – Custom Commands and Scripts Chevron down icon Chevron up icon
5. Controlling Execution Flow – Conditionals Chevron down icon Chevron up icon
6. Iterative Control Structures – Loops Chevron down icon Chevron up icon
7. Node Discovery and Clustering Chevron down icon Chevron up icon
8. Encrypting Data with Vault Chevron down icon Chevron up icon
9. Managing Environments Chevron down icon Chevron up icon
10. Orchestrating Infrastructure with Ansible Chevron down icon Chevron up icon
A. References Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

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Thomas Jul 28, 2024
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Straight to the point
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CHRIS Sep 22, 2018
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The book flows well and was really interesting it would have been nice to see a chapter on networking but it was really good read.
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C. C Chin Dec 09, 2022
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Work uses Ansible
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Martin Oct 13, 2017
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Great book to push ansible further then just installing some packages.
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digitalshadow Mar 26, 2018
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If you're new to Ansible and are looking for a quick guide to get up to speed quickly, then this is the book for you. Clear, concise explanations and examples of the topics you need to know to get started with Ansible. Once you finish reading this book, you'll be ready for other books that go into more complex topics and applications of Ansible.
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