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11-1
GigaSpaces 2012 © All Rights Reserved
Automating your OpenStack
Environment with Chef, Puppet
and Cloudify
@natishalom
natishalom.typepad.com
11-2
GigaSpaces 2012 © All Rights Reserved
Apps are a composite of services
Apps is a living organism – Things can fail, move, be added over time
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Automation is key
Deployment
Installation
Configuration
Startup
Dependency
Post Deployment
Monitoring
Update/Maintenance
Fail-over
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Consistent
Across the
Stack
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Common Automation Principles
• Configuration as code
• Global environment
• Templates/Recipes
• Flows for handling
dependencies
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Automation Frameworks
CONFIGURATION MGT APP MGT (PAAS)
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Automation Frameworks
CONFIGURATION MGT APP MGT (PAAS)
11-8
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Enter Chef
• Why Chef?
– Setup and Configure software services
– As a foundation for IaaS
– 100’s of cookbooks
– Open Source
• It only makes sense to use Chef as a
foundation for PaaS
11-9
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Chef (Very Brief) Recap
• Chef server
– The Chef Server is a repository for
Cookbooks and Node Data
(attributes and data bags) and
provide search services
• Cookbooks
– A cookbook is a collection of recipes,
role definitions, resource definitions,
attributes and templates. All are used
by chef to configure a one or more
nodes
• Recipes
– Recipes are Ruby files in which use
Chef's Domain Specific Language
(DSL) to define how particular parts
of a node should be configured
• Node
– A node is a host that runs the Chef
client.
• Attributes
– Attributes provide a central store for
structured data about nodes and
their configuration.
• Data bags
– Data Bags are globally available JSON
data
• Knife
– Command line tool to interact with
the Chef server and other related
components
• Ohai
– A utility that Chef uses to retrieve
data about on a local node
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Chef Architecture
11-11
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Enter Cloudify
• Cloudify is an Open PaaS Stack
• Cloudify brings DevOps & PaaS together
• Integrates tightly with Chef
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Chef & Cloudify
Cloudify
• App life cycle &
orchestration (deployment
dependencies, fail-over,
auto-scaling)
• Application management &
Monitoring
App-Centric
Chef
• Infrastructure management
(OS setup, network, security
configuration)
• Setup & installation
(package, configure, install,
start)
Infrastructure-Centric
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• Integration anatomy (how things happen)
• Working With Chef Client
– Configuring the Chef Server information in Cloudify
– Preparing a Recipe that wraps a cookbook
– Running the recipe
• Working With Chef Solo
– Preparing the recipe
– Installing chef server using chef solo
• Updating the Chef Server
• Interacting with Chef after deployment
Cloudify & Chef Deep Dive
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INTEGRATION ANATOMY
Cloudify creates the virtual machines and
installs Cloudify agents on them
How It Works
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INTEGRATION ANATOMY
Cloudify agents install Chef clients and run
them with the the proper recipes / roles
How It Works
11-16
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INTEGRATION ANATOMY
Chef clients install the required application
services
How It Works
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INTEGRATION ANATOMY
Cloudify monitors and scales the
application as needed
How It Works
11-18
GigaSpaces 2012 © All Rights Reserved
• Extend the base Chef Recipe to Install the run
list you need
Create The Recipe
service {
extend "../../../services/chef"
name "your service name"
type "DATABASE"
numInstances 1
compute {
template "SMALL_UBUNTU"
}
lifecycle {
startDetectionTimeoutSecs 240
startDetection {
ServiceUtils.isPortOccupied(System.getenv()["CLOUDIFY_AGENT_ENV_PRIVATE
_IP"], 3306)
}
}
}
Custom Service Name
Add Custom Start Detector
Extending the Chef Recipe
11-19
GigaSpaces 2012 © All Rights Reserved
• Have the following in your recipe properties
file:
19
Configure The Recipe
runParams = [
“param1": “value1”,
“param2": [“key1”:”subvalue1”,…]
…
"run_list": ["recipe[cookbook_name::recipe_name]"]
]
Runtime parameters
Run list
(Recipes or Roles)
11-20
GigaSpaces 2012 © All Rights Reserved
Chef Server Management
• The Chef server recipe has a few custom commands for management
from the Cloudify CLI
11-21
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Chef Server Custom Commands
• updateCookbooks: load cookbooks to the
Chef server (repo types: tar, git, svn)
invoke chef-server updateCookbooks tar <url>
• cleanupCookbooks: remove all cookbooks from
the Chef server
invoke chef-server cleanupCookbooks
• listCookbooks: list all cookbooks
invoke chef-server listCookbooks
• knife: Run knife
invoke chef-server knife cookbook list
11-22
GigaSpaces 2012 © All Rights Reserved
• Invoke a chef client with role “web”
invoke <service-name> run_chef role[web] client
• Invoke Chef solo, speciying the recipe and cookbooks URL:
invoke <service-name> run_chef recipe[mysql::server]
solo http://somehost/cookbooks.tar.gz
Running Chef Iteratively - Examples
Mode
Run list
Mode
Run list
Cookbooks URL
11-23
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Demo Time..
11-24
GigaSpaces 2012 © All Rights Reserved
Thank You!
GET IT TODAY, IT’S OPEN SOURCE & FREE:
WWW.CLOUDIFYSOURCE.ORG
GITHUB.COM/CLOUDIFY/CLOUDIFY-RECIPES

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Automating your OpenStack environment with Chef, Puppet and Cloudify

  • 1. 11-1 GigaSpaces 2012 © All Rights Reserved Automating your OpenStack Environment with Chef, Puppet and Cloudify @natishalom natishalom.typepad.com
  • 2. 11-2 GigaSpaces 2012 © All Rights Reserved Apps are a composite of services Apps is a living organism – Things can fail, move, be added over time
  • 3. 11-3 GigaSpaces 2012 © All Rights Reserved Automation is key Deployment Installation Configuration Startup Dependency Post Deployment Monitoring Update/Maintenance Fail-over
  • 4. 11-4 GigaSpaces 2012 © All Rights Reserved Consistent Across the Stack
  • 5. 11-5 GigaSpaces 2012 © All Rights Reserved Common Automation Principles • Configuration as code • Global environment • Templates/Recipes • Flows for handling dependencies
  • 6. 11-6 GigaSpaces 2012 © All Rights Reserved Automation Frameworks CONFIGURATION MGT APP MGT (PAAS)
  • 7. 11-7 GigaSpaces 2012 © All Rights Reserved Automation Frameworks CONFIGURATION MGT APP MGT (PAAS)
  • 8. 11-8 GigaSpaces 2012 © All Rights Reserved Enter Chef • Why Chef? – Setup and Configure software services – As a foundation for IaaS – 100’s of cookbooks – Open Source • It only makes sense to use Chef as a foundation for PaaS
  • 9. 11-9 GigaSpaces 2012 © All Rights Reserved Chef (Very Brief) Recap • Chef server – The Chef Server is a repository for Cookbooks and Node Data (attributes and data bags) and provide search services • Cookbooks – A cookbook is a collection of recipes, role definitions, resource definitions, attributes and templates. All are used by chef to configure a one or more nodes • Recipes – Recipes are Ruby files in which use Chef's Domain Specific Language (DSL) to define how particular parts of a node should be configured • Node – A node is a host that runs the Chef client. • Attributes – Attributes provide a central store for structured data about nodes and their configuration. • Data bags – Data Bags are globally available JSON data • Knife – Command line tool to interact with the Chef server and other related components • Ohai – A utility that Chef uses to retrieve data about on a local node
  • 10. 11-10 GigaSpaces 2012 © All Rights Reserved Chef Architecture
  • 11. 11-11 GigaSpaces 2012 © All Rights Reserved Enter Cloudify • Cloudify is an Open PaaS Stack • Cloudify brings DevOps & PaaS together • Integrates tightly with Chef
  • 12. 11-12 GigaSpaces 2012 © All Rights Reserved Chef & Cloudify Cloudify • App life cycle & orchestration (deployment dependencies, fail-over, auto-scaling) • Application management & Monitoring App-Centric Chef • Infrastructure management (OS setup, network, security configuration) • Setup & installation (package, configure, install, start) Infrastructure-Centric
  • 13. 11-13 GigaSpaces 2012 © All Rights Reserved • Integration anatomy (how things happen) • Working With Chef Client – Configuring the Chef Server information in Cloudify – Preparing a Recipe that wraps a cookbook – Running the recipe • Working With Chef Solo – Preparing the recipe – Installing chef server using chef solo • Updating the Chef Server • Interacting with Chef after deployment Cloudify & Chef Deep Dive
  • 14. 11-14 GigaSpaces 2012 © All Rights Reserved INTEGRATION ANATOMY Cloudify creates the virtual machines and installs Cloudify agents on them How It Works
  • 15. 11-15 GigaSpaces 2012 © All Rights Reserved INTEGRATION ANATOMY Cloudify agents install Chef clients and run them with the the proper recipes / roles How It Works
  • 16. 11-16 GigaSpaces 2012 © All Rights Reserved INTEGRATION ANATOMY Chef clients install the required application services How It Works
  • 17. 11-17 GigaSpaces 2012 © All Rights Reserved INTEGRATION ANATOMY Cloudify monitors and scales the application as needed How It Works
  • 18. 11-18 GigaSpaces 2012 © All Rights Reserved • Extend the base Chef Recipe to Install the run list you need Create The Recipe service { extend "../../../services/chef" name "your service name" type "DATABASE" numInstances 1 compute { template "SMALL_UBUNTU" } lifecycle { startDetectionTimeoutSecs 240 startDetection { ServiceUtils.isPortOccupied(System.getenv()["CLOUDIFY_AGENT_ENV_PRIVATE _IP"], 3306) } } } Custom Service Name Add Custom Start Detector Extending the Chef Recipe
  • 19. 11-19 GigaSpaces 2012 © All Rights Reserved • Have the following in your recipe properties file: 19 Configure The Recipe runParams = [ “param1": “value1”, “param2": [“key1”:”subvalue1”,…] … "run_list": ["recipe[cookbook_name::recipe_name]"] ] Runtime parameters Run list (Recipes or Roles)
  • 20. 11-20 GigaSpaces 2012 © All Rights Reserved Chef Server Management • The Chef server recipe has a few custom commands for management from the Cloudify CLI
  • 21. 11-21 GigaSpaces 2012 © All Rights Reserved Chef Server Custom Commands • updateCookbooks: load cookbooks to the Chef server (repo types: tar, git, svn) invoke chef-server updateCookbooks tar <url> • cleanupCookbooks: remove all cookbooks from the Chef server invoke chef-server cleanupCookbooks • listCookbooks: list all cookbooks invoke chef-server listCookbooks • knife: Run knife invoke chef-server knife cookbook list
  • 22. 11-22 GigaSpaces 2012 © All Rights Reserved • Invoke a chef client with role “web” invoke <service-name> run_chef role[web] client • Invoke Chef solo, speciying the recipe and cookbooks URL: invoke <service-name> run_chef recipe[mysql::server] solo http://somehost/cookbooks.tar.gz Running Chef Iteratively - Examples Mode Run list Mode Run list Cookbooks URL
  • 23. 11-23 GigaSpaces 2012 © All Rights Reserved Demo Time..
  • 24. 11-24 GigaSpaces 2012 © All Rights Reserved Thank You! GET IT TODAY, IT’S OPEN SOURCE & FREE: WWW.CLOUDIFYSOURCE.ORG GITHUB.COM/CLOUDIFY/CLOUDIFY-RECIPES