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Getting Started with Terraform
Getting Started with Terraform

Getting Started with Terraform: Infrastructure automation made easy

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Profile Icon Kirill Shirinkin
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Arrow left icon
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Paperback Jan 2017 206 pages 1st Edition
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Getting Started with Terraform

Chapter 2. Deploying First Server

Now that we know which problem Terraform solves, we can proceed to learning how exactly it works and how to use it. In this chapter, you will learn a bit about Terraform's history, install it on our workstation, prepare working environment, and run the tool for the first time. After getting everything ready for our work, we will figure out what is a Terraform provider is, and then we will take a quick tour of what AWS and EC2 are.

With this knowledge in place, we will first create an EC2 instance by hand (just to understand the pain that Terraform will eliminate) and then we will do exactly the same with the help of Terraform template. That will allow us to study the nature of Terraform state file. Once we know that, we will update our server using the same template, and finally, destroy it. By the end of the chapter, you will already have a solid knowledge of Terraform basics, and you will be ready to create a template for your existing...

History of Terraform

Terraform was first released in July 2014 by a company named HashiCorp. It is the same company that brought some tools, such as Vagrant, Packer, and Vault. Being the fifth tool in the HashiCorp stack, it focused on providing a way to describe the complete Infrastructure as Code:

... From physical servers to containers to SaaS products, Terraform is able to create and compose all the components necessary to run any service or application. With Terraform, you describe your complete infrastructure as code, even as it spans multiple service providers. Your servers may come from AWS, your DNS may come from CloudFlare, and your database may come from Heroku. Terraform will build all these resources across all these providers in parallel. Terraform codifies knowledge about your infrastructure unlike any other tool before, and provides the workflow and tooling for safely changing and updating infrastructure. -  https://www.hashicorp.com/blog/terraform.html

Terraform...

Preparing work environment

In this book, we will focus on using Terraform in a Linux environment. The general usage of the tool should be the same on all platforms though some advanced topics and practices discussed in later chapters might apply only to Linux systems.

As mentioned in the previous section, Terraform is distributed as a single binary, packaged inside Zip archive. Unfortunately, HashiCorp does not provide native packages for operating systems. That means the first step is too install unzip. Depending on your package manager, this could be done by running sudo yum install unzip or sudo apt-get install unzip or might be even already be installed. In any case, after making sure that you can unarchive the Zip files, proceed to downloading Terraform from the official website,  https://www.terraform.io/downloads.html.

Unzip it to any convenient folder. Make sure that this folder is available in your PATH environment variable. A full installation command sequence could look as...

The many Terraform providers

Providers are something you use to configure access to the service you create resources for. For example, if you want to create AWS resources, you need to configure the AWS provider. This would specify credentials to access the APIs of many AWS services.

At the time of writing, Terraform has more than 40 providers. This impressive list includes not only major cloud providers such as AWS and Google Cloud, but also a smaller services, such as Fastly, a Content Delivery Network (CDN) provider.

Not every provider requires explicit configuration. Some of them do not even deal with external services. Instead, they provide resources for local entities. For example, you could use TLS provider to generate keys and certificates.

Nevertheless, most providers are dealing with one or another external API and require configuration. In this book, we will be using the AWS provider. Before we configure it, let's have a short introduction to AWS. If you...

Short introduction to AWS

Amazon Web Services is a cloud offering from Amazon, an online retail giant. Back in early 2000s, Amazon invested money in an automated platform, which would provide services for things such as network, storage, and computation to Amazon developers. Developers then don't need to manage underlying infrastructure. Instead, they would use provided services via APIs to provision virtual machines, storage buckets, and so on.

The platform, initially built to power Amazon itself, was open for public usage in 2006. The first released service was Simple Queue Service (SQS), followed by the two most commonly used AWS services—Simple Storage Service (S3) and Elastic Compute Cloud (EC2) that were released and anyone could pay to use them.

Fast forward 10 years. AWS now has over 70 different services, covering practically everything modern infrastructure would need. It has services for virtual networking, queue processing, transactional e-mails, storage, DNS, relational...

History of Terraform


Terraform was first released in July 2014 by a company named HashiCorp. It is the same company that brought some tools, such as Vagrant, Packer, and Vault. Being the fifth tool in the HashiCorp stack, it focused on providing a way to describe the complete Infrastructure as Code:

... From physical servers to containers to SaaS products, Terraform is able to create and compose all the components necessary to run any service or application. With Terraform, you describe your complete infrastructure as code, even as it spans multiple service providers. Your servers may come from AWS, your DNS may come from CloudFlare, and your database may come from Heroku. Terraform will build all these resources across all these providers in parallel. Terraform codifies knowledge about your infrastructure unlike any other tool before, and provides the workflow and tooling for safely changing and updating infrastructure. -  https://www.hashicorp.com/blog/terraform.html

Terraform is an open...

Preparing work environment


In this book, we will focus on using Terraform in a Linux environment. The general usage of the tool should be the same on all platforms though some advanced topics and practices discussed in later chapters might apply only to Linux systems.

As mentioned in the previous section, Terraform is distributed as a single binary, packaged inside Zip archive. Unfortunately, HashiCorp does not provide native packages for operating systems. That means the first step is too install unzip. Depending on your package manager, this could be done by running sudo yum install unzip or sudo apt-get install unzip or might be even already be installed. In any case, after making sure that you can unarchive the Zip files, proceed to downloading Terraform from the official website,  https://www.terraform.io/downloads.html.

Unzip it to any convenient folder. Make sure that this folder is available in your PATH environment variable. A full installation command sequence could look as follows...

The many Terraform providers


Providers are something you use to configure access to the service you create resources for. For example, if you want to create AWS resources, you need to configure the AWS provider. This would specify credentials to access the APIs of many AWS services.

At the time of writing, Terraform has more than 40 providers. This impressive list includes not only major cloud providers such as AWS and Google Cloud, but also a smaller services, such as Fastly, a Content Delivery Network (CDN) provider.

Not every provider requires explicit configuration. Some of them do not even deal with external services. Instead, they provide resources for local entities. For example, you could use TLS provider to generate keys and certificates.

Nevertheless, most providers are dealing with one or another external API and require configuration. In this book, we will be using the AWS provider. Before we configure it, let's have a short introduction to AWS. If you are already familiar with...

Short introduction to AWS


Amazon Web Services is a cloud offering from Amazon, an online retail giant. Back in early 2000s, Amazon invested money in an automated platform, which would provide services for things such as network, storage, and computation to Amazon developers. Developers then don't need to manage underlying infrastructure. Instead, they would use provided services via APIs to provision virtual machines, storage buckets, and so on.

The platform, initially built to power Amazon itself, was open for public usage in 2006. The first released service was Simple Queue Service (SQS), followed by the two most commonly used AWS services—Simple Storage Service (S3) and Elastic Compute Cloud (EC2) that were released and anyone could pay to use them.

Fast forward 10 years. AWS now has over 70 different services, covering practically everything modern infrastructure would need. It has services for virtual networking, queue processing, transactional e-mails, storage, DNS, relational databases...

Using Elastic Compute Cloud


We will look at three ways of creating an EC2 instance: manually via the Management Console, with the AWS Command Line Interface (CLI), and with Terraform.

Creating an instance through Management Console

Just to get a feel of AWS Management Console and to fully understand how much Terraform simplifies working with AWS, let's create a single EC2 instance manually:

  1. Login to the console and choose EC2 from the list of services:

  2. Click on Launch Instance:

  3. Choose AWS Marketplace from the left sidebar, type Centos in the search box, and click on the Select button for the first search result:

  4. On each of the next pages, just click on Next till you reach the end of the process and you get a notification as follows:

As you see, it's not really a quick process to create a single virtual server on EC2. You have to choose AMI, instance type, configure network details, and permissions; select or generate an SSH-key; properly tag it; pick the right security groups, and add storage....

Configuring AWS provider


Before using Terraform to create an instance, we need to configure AWS provider. This is the first piece of code we will write in our template. Templates are written in a special language named HashiCorp Configuration Language (HCL). More details about HCL can be found at  https://github.com/hashicorp/hcl. You can also write your templates in JSON, but this is recommended only if template itself is generated or read by a machine.

We can configure credentials in the following ways.

Static credentials

With this method, you just hardcode your access keys right inside your template. It looks as follows:

    provider "aws" {
        access_key = "xxxxxxxxxxxxx"
        secret_key = "xxxxxxxxxxxxx"
        region = "us-east-1"
    }

Though the simplest one, it is also the least flexible and secured one. You don't want to give your credentials just like this to everyone in the team. Rather, each team member should use his or her own keys. Consider this method...

Creating EC2 instance with Terraform


Resources are components of your infrastructure. It can be something as complex as a complete virtual server, or something as simple as a DNS record. Each resource belongs to a provider, and the type of the resource is suffixed with the provider name. The configuration of a resource takes the following form:

resource "provider-name_resource-type" "resource-name" { 
  parameter_name = parameter_value 
} 

The combination of resource type and resource name must be unique in your template; otherwise Terraform will complain.

There are three types of things you can configure inside resource block: resource-specific parameters, meta-parameters, and provisioners. For now, let's focus on resource-specific parameters. They are unique to each resource type.

We will create an EC2 instance. The aws_instance resource is responsible for this job. To create an instance, we need to set at least two parameters: ami and instance_type. Some parameters are required...

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Key benefits

  • • An up-to-date and comprehensive resource on Terraform that lets you quickly and efficiently launch your infrastructure
  • • Learn how to implement your infrastructure as code and make secure, effective changes to your infrastructure
  • • Learn to build multi-cloud fault-tolerant systems and simplify the management and orchestration of even the largest scale and most complex cloud infrastructures

Description

Terraform is a tool used to efficiently build, configure, and improve production infrastructure. It can manage existing infrastructure as well as create custom in-house solutions. This book shows you when and how to implement infrastructure as a code practices with Terraform. It covers everything necessary to set up complete management of infrastructure with Terraform, starting with the basics of using providers and resources. This book is a comprehensive guide that begins with very small infrastructure templates and takes you all the way to managing complex systems, all using concrete examples that evolve over the course of the book. It finishes with the complete workflow of managing a production infrastructure as code – this is achieved with the help of version control and continuous integration. At the end of this book, you will be familiar with advanced techniques such as multi-provider support and multiple remote modules.

Who is this book for?

This book is for developers and operators who already have some exposure to working with infrastructure but want to improve their workflow and introduce infrastructure as a code practice. Knowledge of essential Amazon Web Services components (EC2, VPC, IAM) would help contextualize the examples provided. Basic understanding of Jenkins and Shell scripts will be helpful for the chapters on the production usage of Terraform.

What you will learn

  • • Understand what Infrastructure as Code (IaC) means and why it matters
  • • Install, configure, and deploy Terraform
  • • Take full control of your infrastructure in the form of code
  • • Manage complete complete infrastructure, starting with a single server and scaling beyond any limits
  • • Discover a great set of production-ready practices to manage infrastructure
  • • Set up CI/CD pipelines to test and deliver Terraform stacks
  • • Construct templates to simplify more complex provisioning tasks

Product Details

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Publication date : Jan 31, 2017
Length: 206 pages
Edition : 1st
Language : English
ISBN-13 : 9781786465108
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ISBN-13 : 9781786465108
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Tools :

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Table of Contents

8 Chapters
1. Infrastructure Automation Chevron down icon Chevron up icon
2. Deploying First Server Chevron down icon Chevron up icon
3. Resource Dependencies and Modules Chevron down icon Chevron up icon
4. Storing and Supplying Configuration Chevron down icon Chevron up icon
5. Connecting with Other Tools Chevron down icon Chevron up icon
6. Scaling and Updating Infrastructure Chevron down icon Chevron up icon
7. Collaborative Infrastructure Chevron down icon Chevron up icon
8. Future of Terraform Chevron down icon Chevron up icon

Customer reviews

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Kindle Customer Apr 20, 2017
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One of those technical books which although possibly technically competent, is so jarring in it's use of English, that it is difficult to read. I suspect that English is not the author's first language, which would account for the eccentric use of articles. This may sound picky, but I find it hard to read "Create EC2 instance" rather than "Creating an EC2 instance". The writing isn't even consistent; there'll be an article one time and not another. Very frustrating as it distracts from the sense of the book.
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