December 9, 2010

Day 9 - Automated Deployments with LittleChef

Written by Grig Gheorghiu (@griggheo)

Prologue

Sysadmin #1 (to Sysadmin #2): So...I need you to tell me....what is Devops?

Syadmin #2: Devops? I don't know....I didn't expect a kind of Devops Inquisition!

[JARRING CHORD]

[The door flies open and Senior Devops admin Ximinez of Spain enters, flanked by two junior Devops admins]

Ximinez: NOBODY expects the Devops Inquisition! Our chief weapon is collaboration...collaboration and automated deployments... Our two weapons are collaboration and automated deployments...and ruthless procrastination.... Our three weapons are collaboration, automated deployments, and ruthless procrastination...and an almost fanatical devotion to vi.... Our four...no... Amongst our weapons.... Amongst our weaponry...are such elements as collaboration, automated deployments.... I'll come in again.

Automated deployment systems: push vs. pull

I don't need the Devops Inquisition to tell me that I need to use automated deployment/configuration management systems. They are indeed a critical part of a self-respecting sysadmin's weaponry. Without them, the activities of deploying and configuring servers become haphazard and fraught with errors.

I like to differentiate between two types of automated deployment tools. One type is what can be called a `push' system: a centralized server 'pushes' deployments by running commands via ssh on remote nodes. Examples of push systems are Fabric and Capistrano. The other type is what can be called 'pull' systems: remote nodes 'pull' commands and configurations from a centralized 'master' server. Examples of pull systems are Chef and Puppet.

To me, the main advantage of a push system is that you're under total control of what gets deployed where and at what time. Its main disadvantage is that it doesn't scale well when you have to control hundreds of servers, although you could use parallel ssh tools to help you there. In contrast, a pull system is inherently more scalable, because the nodes contact the 'master' asynchronously and independent of each other (see this blog post of mine for more details and comments on this topic.) However, with a pull system you can lose some of the control on the exact targets and timing of the deployments.

My personal philosophy on using push vs. pull systems is to use a pull system when a node boots up (as an EC2 instance for example, or bootstrapped with cobbler as another example) and have the node create required users, mount file systems, install monitoring tools, install and configure pre-requisite packages -- basically everything up to the level of the actual application. I prefer to then use a 'push' system to actually deploy the application and its configuration files. Why? Because I usually do it in small batches of servers at a time, and I would be nervous to know that a bad configuration change can propagate to all nodes if I were to deploy it via a 'pull' system. Note however that I manage tens and not hundreds of servers, so in this latter case I would definitely at least reconsider my options. Introducing LittleChef

One drawback of 'pull' systems is their complexity. You usually need to configure the 'master' server, then have nodes authenticate against it and ask it for tasks to run. If you've ever configured Chef Server for example, you know it's not exactly trivial. This is one reason why Chef provides a variant called Chef Solo which runs in isolation on a given node without requiring communication with a master server. The nice thing about Chef Solo is that it still uses all the other concepts of Chef (and Puppet for that matter): cookbooks, recipes, attributes, roles, etc.

The question becomes: how do you get Chef Solo installed on a node? Well, one way of doing it is by using LittleChef, a package created by Miquel Torres, who is also the author of Overmind. LittleChef is written in Python and uses Fabric as the underlying mechanism of getting Chef Solo installed on a remote node, then sending cookbooks and roles to that node for further processing via Chef Solo. It's a bit ironic that a Python-based package deals with configuring and running a Ruby-based tool such as Chef Solo, but it also shows flexibility in the design of Chef, since many of the configuration files inspected by Chef are in JSON format, easy to interpret in any modern language.

Essentially, LittleChef is a push system, so it brings simplicity to the table. The fact that deployments are done on the remote nodes via Chef Solo also brings into play the full repertory of a solid configuration management tool. It should be relatively easy to migrate the remote nodes from Chef Solo to a full-blown Chef Client / Chef Server setup down the road.

Another nice thing about LittleChef is that it allows you to easily debug your cookbooks and roles. In a typical Chef Client/Server setup, once you modify a cookbook or a role, you need to upload to the Chef Server via the knife utility, then wait for the Chef Client on the remote node to contact the server, then inspect the Chef log file for any errors. With LittleChef, the process is much simpler: you modify a cookbook and/or a role, then you push it to the remote node and you see any errors in real time. Read on for details on how exactly you do this.

Working with LittleChef

Here I am using Ubuntu Lucid 10.04 as my OS. A similar procedure can be followed for RedHat-based systems.

First install some pre-requisites:

# apt-get install build-essential python-dev python-pip python-setuptools git-core

Then install Fabric and LittleChef via pip (or you can use easy_install if you prefer):

# pip install fabric
(this also installs pycrypto and paramiko)

# pip install littlechef
(this will install the latest version of LittleChef at the time of this
writing, which is 0.4.0)

Initial LittleChef Configuration

Create a directory where your cookbooks, roles and node information will be located. I like to call this directory 'kitchen', as Miquel suggests in his documentation:

$ mkdir kitchen; cd kitchen

Now run the main LittleChef utility script, appropriately named 'cook', with new_deployment as an argument. It will create some sub-directories and a file called auth.cfg:

$ cook new_deployment
nodes/ directory created...
cookbooks/ directory created...
roles/ directory created...
auth.cfg created...

Edit auth.cfg and specify an user name and a password used for ssh-ing to the remote nodes (make sure this user has sudo access on the remote node.)

If you want to use some of the cookbooks already published by Opscode, you can replace the cookbooks directory with a git clone of the Opsode cookbook repository from GitHub:

$ rm -rf cookbooks
$ git clone https://github.com/opscode/cookbooks.git

Installing Chef Solo on the remote node

In the following examples, I'll use a server named app1 as my target remote node. All the 'cook' commands in these examples have 'kitchen' as the current working directory. If you try to run the 'cook' command outside of the 'kitchen', you'll get an error message:

Fatal error: You are executing 'cook' outside of a deployment directory To create a new deployment in the current directory type 'cook new_deployment'

The first step in actually doing deployments via LittleChef is to install Chef Solo on the remote node. This is very easy with the 'cook' command again, this time with the 'deploy_chef' argument:

$ cook node:app1 deploy_chef

The LittleChef documentation talks about other ways of installing Chef Solo on the remote node, for example via gems, or without asking for a confirmation. See the README for more details.

Deploying an Opscode cookbook on the remote node

As a first example, let's deploy memcached on the remote node. There already is a cookbook for memcached in the Opscode repository. If you ran the git clone command above, you're all set to go. Assuming you are OK with the default values for memcached (which are set in the file kitchen/cookbooks/memcached/attributes/default.rb), all you need to do is run:

$ cook node:app1 recipe:memcached

== Executing recipe memcached on node app1 ==
Uploading cookbooks... (memcached, runit)
Uploading roles...
Uploading node.json...

== Cooking... ==

[app1] out: [Tue, 07 Dec 2010 11:14:21 -0800] INFO: Setting the run_list to
["recipe[memcached]"] from JSON
[app1] out: [Tue, 07 Dec 2010 11:14:21 -0800] INFO: Starting Chef Run (Version
0.9.8)
[app1] out: [Tue, 07 Dec 2010 11:14:22 -0800] INFO: Upgrading
package[memcached] version from uninstalled to 1.4.2-1ubuntu3
[app1] out: [Tue, 07 Dec 2010 11:14:27 -0800] INFO: Upgrading
package[libmemcache-dev] version from uninstalled to 1.4.0.rc2-1
[app1] out: [Tue, 07 Dec 2010 11:14:30 -0800] INFO: Writing updated content for
template[/etc/memcached.conf] to /etc/memcached.conf
[app1] out: [Tue, 07 Dec 2010 11:14:30 -0800] INFO: Backing up
template[/etc/memcached.conf] to
/var/chef/backup/etc/memcached.conf.chef-20101207111430
[app1] out: [Tue, 07 Dec 2010 11:14:30 -0800] INFO:
template[/etc/memcached.conf] sending restart action to service[memcached]
(immediate)
[app1] out: [Tue, 07 Dec 2010 11:14:31 -0800] INFO: service[memcached]:
restarted successfully
[app1] out: [Tue, 07 Dec 2010 11:14:31 -0800] INFO: Chef Run complete in
9.569211 seconds
[app1] out: [Tue, 07 Dec 2010 11:14:31 -0800] INFO: Running report handlers
[app1] out: [Tue, 07 Dec 2010 11:14:31 -0800] INFO: Report handlers complete

SUCCESS: Node correctly configured

Done.
Disconnecting from app1... done.

The cook command above will also create a file called app1.json in the kitchen/nodes directory. Here is the file:

$ cat nodes/app1.json
{
   "run_list": [
       "recipe[memcached]"
   ]
}

Now assume you want to override some of the default memcached attributes. Let's say you want to use more 1 GB of RAM for memcached rather than the default 64 MB. You can just edit app1.json and add this stanza to override that attribute:

 "memcached": {
   "memory": "1024"
 }

(if you add it at the end of the JSON file, make sure you put a comma after the previous “run_list” stanza, otherwise the JSON syntax is invalid; however, even if you have an invalid JSON syntax, the cook command will let you know exactly what the syntax error is, which is a nice touch)

Now run the cook command, this time telling it to just configure the node. This will use whatever you specified in app1.json, so there is no need to specify the recipe name again on the command line:

$ cook node:app1 configure

== Configuring app1 ==
Uploading cookbooks... (memcached, runit)
Uploading roles...
Uploading node.json...

== Cooking... ==

[app1] out: [Tue, 07 Dec 2010 11:45:36 -0800] INFO: Setting the run_list to
["recipe[memcached]"] from JSON
[app1] out: [Tue, 07 Dec 2010 11:45:36 -0800] INFO: Starting Chef Run (Version
0.9.8)
[app1] out: [Tue, 07 Dec 2010 11:45:37 -0800] INFO: Writing updated content for
template[/etc/memcached.conf] to /etc/memcached.conf
[app1] out: [Tue, 07 Dec 2010 11:45:37 -0800] INFO: Backing up
template[/etc/memcached.conf] to
/var/chef/backup/etc/memcached.conf.chef-20101207114537
[app1] out: [Tue, 07 Dec 2010 11:45:37 -0800] INFO:
template[/etc/memcached.conf] sending restart action to service[memcached]
(immediate)
[app1] out: [Tue, 07 Dec 2010 11:45:38 -0800] INFO: service[memcached]:
restarted successfully
[app1] out: [Tue, 07 Dec 2010 11:45:38 -0800] INFO: Chef Run complete in
1.757141 seconds
[app1] out: [Tue, 07 Dec 2010 11:45:38 -0800] INFO: Running report handlers
[app1] out: [Tue, 07 Dec 2010 11:45:38 -0800] INFO: Report handlers complete

SUCCESS: Node correctly configured

Done.
Disconnecting from app1... done.

At this point, the /etc/memcached.conf file on node app1 will contain the new memory value 1024.

Adding your own cookbooks and recipes

I won't go into much detail on what exactly you need to do in order to create your own cookbook. It's a good idea to start from an existing one, and add your own recipes. Assuming your company is ACME Corporation, it's a good idea to create a cookbook called 'acme', so I will use that in my examples below.

First off, LittleChef expects the cookbook metadata file to be in JSON format. Here's an example:

$ cat cookbooks/acme/metadata.json 
{
   "suggestions": {
   },
   "maintainer_email": "admin@acme.com",
   "description": "Installs required packages for ACME applications",
   "recipes": {
     "acme": "Installs required packages for ACME applications"
   },
   "conflicting": {
   },
   "attributes": {
   },
   "providing": {
   },
   "dependencies": {
     "screen": [
     ],
     "python": [
     ],
     "git": [
     ],
     "build-essential": [
     ],
     "ntp": [
     ]
   },
   "replacing": {
   },
   "platforms": {
     "debian": [
     ],
     "centos": [
     ],
     "fedora": [
     ],
     "ubuntu": [
     ],
     "redhat": [
     ]
   },
   "version": "0.1.0",
   "groupings": {
   },
   "license": "Apache 2.0",
   "long_description": "",
   "name": "acme",
   "recommendations": {
   },
   "maintainer": "ACME"
 }

Note that the metadata file above specifies that the acme cookbook has dependencies on some other cookbooks: screen, python, git, build-essential and ntp. These are all part of the Opscode cookbook repository. LittleChef will figure out these dependencies and will transfer the main cookbook (acme) along with all the cookbooks it depends on to the remote node, so they can be processed by Chef Solo.

Here's an example of a recipe I use, located in cookbooks/acme/recipes/nginx.rb:

$ cat cookbooks/acme/recipes/nginx.rb
# install nginx from source
nginx = "nginx-#{node[:acme][:nginx_version]}"
nginx_pkg = "#{nginx}.tar.gz"
nginx_upstream = "nginx-upstream-fair.tar.gz"

downloads = [
   "#{nginx_pkg}",
   "#{nginx_upstream}",
]

downloads.each do |file|
   remote_file "/tmp/#{file}" do
       source "http://#{node[:acme][:web_server]}/download/nginx/#{file}"
   end
end

script "install_nginx_from_src" do
 interpreter "bash"
 user "root"
 cwd "/tmp"
 not_if "test -f /usr/local/nginx/conf/nginx.conf"
 code <<-EOH
   tar xvfz #{nginx_upstream} 
   cd /tmp
   tar xvfz #{nginx_pkg}; cd #{nginx}; ./configure --with-http_ssl_module
   --with-http_stub_status_module --add-module=/tmp/nginx-upstream-fair/; make;
   make install 
   EOH
end

This recipe downloads an nginx tarball and installs it via make install. Note that the recipe uses two attributes, referenced as node[:acme][:nginx_version] and node[:acme][:web_server]. These attributes have default values set in cookbooks/acme/attributes/default.rb:

default[:acme][:web_server] = 'mywebserver.acme.com'
default[:acme][:nginx_version] = '0.8.20'

I find it a good practice to use an attribute wherever I am tempted to use a hardcoded value for a variable in my recipes. This makes it easy to override the attribute at the node level or at the role level.

My 'acme' cookbook also has a recipe called default.rb, where I do things such as installing more pre-requisite Python packages, adding more users, etc.

Configuring roles

Instead of configuring nodes based on individual recipes (like we did when we configured node app1 with the memcached recipe), a better way is to define roles that nodes can belong to. Roles are in my view the most critical concept of any good deployment/configuration management system. In Chef, roles are the glue that ties nodes to cookbooks and recipes. A given node can belong to multiple roles. If you change any recipe that a given role includes, all nodes belonging to that role will automatically get the updated recipe.

Let's define a role called 'appserver'. This is done via a JSON file located in kitchen/roles:

$ cat roles/appserver.json 
{
   "name": "appserver",
   "json_class": "Chef::Role",
   "run_list": [
     "recipe[acme]",
     "recipe[acme::nginx]",
     "recipe[memcached]"
   ],
   "description": "Installs required packages and applications for an ACME app
   server",
   "chef_type": "role",
   "default_attributes": {
     "memcached": {
       "memory": "1024"
     }
   },
   "override_attributes": {
   }
 }

Several things to note in this role definition:

  • the run_list stanza specifies the recipes that need to be executed by nodes belonging to this role (the order of the recipes is also preserved, which is nice); in this example, the recipe defined in default.rb in the acme cookbook will be executed, followed by the recipe defined in nginx.rb in the acme cookbook, followed by the recipe defined in default.rb in the memcached cookbook
  • because the acme cookbook depends on other cookbooks listed in its metadata file (screen, python, git, build-essential and ntp), the default recipes in those cookbooks will be executed before the default acme cookbooks recipe gets executed
  • we use the default_attributes stanza to override the memcached memory from the default value of 64 MB (set as we mentioned before in cookbooks/memcached/attributes/default.rb) to a value of 1024 MB; I refer the reader to the "Attribute Type and Precedence" wiki page from the Opscode documentation for more details on how attributes can be set and overridden at various levels

Now we have to associate the node app1 with the role appserver. We can just modify the file nodes/app1.json like this:

$ cat nodes/app1.json
{
   "run_list": [
       "role[appserver]"
   ]
}

Finally, we can run the cook command and configure the node with its new role:

  $ cook node:app1 configure

  == Configuring app1 ==
  Uploading cookbooks... (acme, memcached, python, build-essential, screen, git,
  ntp, runit)
  Uploading roles...
  Uploading node.json...

  == Cooking... ==

  […... etc (more output here) ]

Note how littlechef figured out all the dependencies and uploaded the respective cookbooks to the remote node.

Querying for nodes, roles and recipes

A nice feature of LittleChef is that is allows you to query its inventory (defined by the information contained in the cookbooks, roles and nodes sub-directories of the 'kitchen' directory) for things such as 'nodes pertaining to a given role' or 'nodes that apply a given recipe', or 'list of all roles' or 'list of all recipes'. You can run 'cook -l' to see the available command-line options:

$ cook -l
LittleChef: Configuration Management using Chef without a Chef Server

Available commands:

   configure               Configure node using existing config file
   debug                   Sets logging level to debug
   deploy_chef             Install Chef-solo on a node
   list_nodes              List all nodes
   list_nodes_with_recipe  Show all nodes which have asigned a given recipe
   list_nodes_with_role    Show all nodes which have asigned a given recipe
   list_recipes            Show all available recipes
   list_roles              Show all roles
   new_deployment          Create LittleChef directory structure (Kitchen)
   node                    Select a node
   recipe                  Execute the given recipe,ignores existing config
   role                    Execute the given role, ignores existing config

Here is an example of querying for all nodes pertaining to the 'appserver' role:

$ cook list_nodes_with_role:appserver

app1 Role: appserver default_attributes: memcached: {'memory': '1024'} override_attributes: Node attributes:

Epilogue

Ximinez [with a cruel leer]: Now -- you will stay in the Comfy Aeron Chair until lunch time, with only a cup of coffee at eleven. [aside, to Biggles] Is that really all it is?

Biggles: Yes, lord.

Ximinez: I see. I suppose we make it worse by shouting a lot, do we? Confess, Sysadmin. Confess! Confess! Confess! Confess!

Biggles: I confess!

Ximinez: Not you!

So, Sysadmin, if you don't have an automated deployment/configuration management strategy yet, and if you want to avoid torture in the Comfy Aeron Chair, then roll up your sleeves and roll out a deployment system like LittleChef for your infrastructure TODAY!

Further reading

  1. Opscode Chef wiki
  2. Some blog posts of mine on "Chef Installation and Minimal Configuration", "Working with Chef Cookbooks and Roles", "Bootstrapping EC2 Instances with Chef", "Working with Chef Attributes"
  3. A four-part blog post series on “Building a Django App Server with Chef” by Eric Holscher (Part 1, Part 2, Part 3, Part 4)
  4. Collaboration, ruthless procrastination and an almost fanatical devotion to vi are exercises left to the reader

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