According to the Ansible docs, a Playbook
is:
...the basis for a really simple configuration management and multi-machine deployment system, unlike any that already exist, and one that is very well suited to deploying complex applications.
And, again, according to those same docs, a Role
are:
...ways of automatically loading certain vars_files, tasks, and handlers based on a known file structure. Grouping content by roles also allows easy sharing of roles with other users.
However the distinction between these and their different use cases is not immediately obvious to me. For instance, if I configure my /etc/ansible/hosts file to look like:
[databases]
mydb01.example.org
mydb02.example.org
[mail_servers]
mymail01.example.org
mymail_dr.example.org
...then what is this "[databases]" entry...a role? Or the name of a playbook YAML file somewhere? Or something else?!?
If someone could explain to me the differences on these, my understanding of Ansible would be greatly enhance!
Playbook vs Role vs [databases] and similar entries in /etc/ansible/hosts
If Playbooks are defined inside of YAML files, then where are Roles defined?
Aside from the ansible.cfg living on the Ansible server, how do I add/configure Ansible with available Playbooks/Roles? For instance, when I run ansible-playbook someplaybook.yaml, how does Ansible know where to find that playbook?
Playbook vs Role vs [databases] and similar entries in /etc/ansible/hosts
[databases] is a single name for a group of hosts. It allows you to reference multiple hosts by a single name.
Role is a set of tasks and additional files to configure host to serve for a certain role.
Playbook is a mapping between hosts and roles.
Example from documentation describes example project. It contains two things:
Playbooks. site.yml, webservers.yml, fooservers.yml are playbooks.
Roles: roles/common/ and roles/webservers/ contain definitions of common and webservers roles accordingly.
Inside playbook (webservers.yml) you have something like:
---
- hosts: webservers <- this group of hosts defined in /etc/ansible/hosts, databases and mail_servers in example from your question
roles: <- this is list of roles to assign to these hosts
- common
- webservers
If Playbooks are defined inside of YAML files, then where are Roles defined?
They are defined inside roles/* directories. Roles are defined mostly using YAML files, but can also contain resources of any types (files/, templates/). According to documentation role definition is structured this way:
If roles/x/tasks/main.yml exists, tasks listed therein will be added to the play
If roles/x/handlers/main.yml exists, handlers listed therein will be added to the play
If roles/x/vars/main.yml exists, variables listed therein will be added to the play
If roles/x/meta/main.yml exists, any role dependencies listed therein will be added to the list of roles (1.3 and later)
Any copy tasks can reference files in roles/x/files/ without having to path them relatively or absolutely
Any script tasks can reference scripts in roles/x/files/ without having to path them relatively or absolutely
Any template tasks can reference files in roles/x/templates/ without having to path them relatively or absolutely
Any include tasks can reference files in roles/x/tasks/ without having to path them relatively or absolutely
The most important file is roles/x/tasks/main.yml, here you define tasks, which will be executed, when role is executed.
Aside from the ansible.cfg living on the Ansible server, how do I add/configure Ansible with available Playbooks/Roles? For instance, when I run ansible-playbook someplaybook.yaml, how does Ansible know where to find that playbook?
$ ansible-playbook someplaybook.yaml
Will look for a playbook inside current directory.
$ ansible-playbook somedir/somedir/someplaybook.yaml
Will look for a playbook inside somedir/somedir/ directory.
It's your responsibility to put your project with all playbooks and roles on server. Ansible has nothing to do with that.
Playbook vs Role vs [databases] and similar entries in /etc/ansible/hosts
Roles are a way to group tasks together into one container. You could have a role for setting up MySQL, another one for setting up Postfix etc.
A playbook defines what is happening where. This is the place where you define the hosts (hostgroups, see below) and the roles which will be applied to those hosts.
[databases] and the other entries in your inventory are hostgroups. Hostgroups define a set of hosts a play will run on.
A play is a set of tasks or roles (or both) inside a playbook. In most cases (and examples) a playbook will contain only one single play. But you can have as many as you like. That means you could have a playbook which will run the role postfix on the hostgroup mail_servers and the role mysql on the hostgroup databases:
- hosts: mail_servers
roles:
- postfix
- hosts: databases
roles:
- mysql
If Playbooks are defined inside of YAML files, then where are Roles defined?
In Ansible pretty much everything is defined in YAML, that counts for roles and playbooks.
Aside from the ansible.cfg living on the Ansible server, how do I add/configure Ansible with available Playbooks/Roles? For instance, when I run ansible-playbook someplaybook.yaml, how does Ansible know where to find that playbook?
AFAIK you have to provide the path to the playbook when invoking ansible-playbook. So ansible-playbook someplaybook.yaml would expect someplaybook.yaml to be in you current directory. But you can provide the full path: ansible-playbook /path/to/someplaybook.yaml
It's a terminology/semantic question. It can be subjective, even though there is a baseline definition.
My view is as follows:
Any configuration management/deployment system has:
source data - data used to create target host's configuration
target data - data used to identify target hosts
config changes - list/set of rules/actions we apply with source data over target host based on target data
In Ansible terms:
source data - is the various places we can put data - group_vars, playbook vars, role vars, etc., These places affect precedence (if a variable named the same is re-defined in different locations, there are very specific rules of what would be the value of the variable during ansible/ansible-playbook execution
target data - is the inventory (And, It's also possible to define inventory/hostgroup variables inside inventory!)
config changes - ansible has 4 levels of abstraction for it:
task - single action
task list - list of actions
role - list of actions (or list of lists) grouped by the same 'subject', usually all targets are operating on the same host/hostgroup
playbook - list of plays, each operating on possibly different hostgroup, applying several roles/tasks/tasklists (and special tasks like handlers)
From 'software' aspect - role should be generic enough to be reused.
Also in some (rather big) organizations, 'roles' are shipped by group A, while used in playbooks maintained by group B.
summary
All the above allows grouping of similar configurations - into a role.
grouping related subsystems/components into one playbook.
Also, worth mentioning, 1 YAML item in a playbook (including hosts: and either or tasks, pre_tasks, post_tasks, roles) is called a play
Now for your question:
Yes, it is confusing at first.
You usually connect your source data to your role's semantics, so when you see that role setup_db is applied in a play onto related hostgroup (e.g. db_hosts)
But a play can be running over a union of several hostgroups.
It's just a matter of convention vs flexibility.
P.S.
Please write me back whether this added to the confusion, or clarified.
Thanks.
Simply put:
A playbook is like the main program, it contents complete instructions to finish the job. However, for big projects, it is not desirable to actually put every detail in it. So you need role.
A role is a subroutine and usually achieves one goal, e.g. setup a database server. You can put it in roles/ directory, or download 3rd party roles by providing URIs in rolesfile.yml and ask ansible-galaxy to download them for you.
The [database] is a host group defined in inventory file that lists hosts that belong to the database group. You can also specify a group of web servers by specifying something like
[web]
web1.example.com
web2.example.com
Group web or database can then be used in playbooks or roles to specify the hosts to apply.
The groups can also be used in command ansible to run ad-hoc commands.
Also keep in mind a playbook can call more than one role if a meta file is used that is intended to affect the different roles.
Example Playbook: dual_role-playbook.yml
- name: Some Action for two roles
hosts: localhost
vars_files:
- roles/dual_role/meta/main.yml
roles:
- dual_role/container-1
- dual_role/container-2
The role folder and files scheme will look like this:
dual_role-playbook.yml
-- roles
-- dual_role
-- meta/main.yml
-- container-1
-- tasks/main.yml
-- templates/template.j2
-- container-2
-- tasks/main.yml
-- templates/template.j2
Related
I have two playbooks : create_infrastructure.yml and bootstrap_cluster.yml. The first playbook uses a static inventory that only defines the infrastructure group with one member : 127.0.0.1. This is used to build the infrastructure on which to deploy a kubernetes cluster.
The second playbook uses a dynamic inventory, hcloud.yml, and is responsible for bootstrapping a kubernetes cluster.
One of the roles executed in bootstrap_cluster.yml needs access to the control plane loadbalancer's IP address which is something known by the create_infrastructure.yml playbook.
I've tried using both the register option and the set_fact module but couln't seem to make it work. Indeed trying to access hostvars['infrastructure']['control_plane_ip'] from bootstrap_cluster.yml doesn't make much sense as the infrastructure group is not even defined in the dynamic inventory used by the playbook.
Any idea on how I might dynamically share a variable between playbook that targets different hosts?
If you launch playbooks in the same call, you can test my solution with a dummy host:
Pass Var between different hosts
# Combine multiple playbooks in the same call combine.yml for example:
- import_playbook: play1.yml
- import_playbook: play2.yml
If your playbooks are launched in two separate calls, the only solution is to create a file shared between the 2 playbooks.
I am trying to follow best pratices in designing my ansible playbook. So the playbook file itself looks like this:
- hosts: ...
roles:
- dbservers
- webservers
- ...
Now there is a task check_proxy_and_firewalls that I want to execute in the dbserers as well as in webservers roles.
How would I properly structure that? All the "best_practice" guides I find do not seem to consider this case.
I could simple add a file common_tasks/check_proxy_and_firewalls.yml and include it in the roles where I need this. Is that how to do it?
The proper way to reuse tasks from other playbooks is as you stated, by using an include.
Suppose you want to reuse lists of tasks between plays or playbooks. You can use include files to do this. Use of included task lists is a great way to define a role that system is going to fulfill.
From: Ansible Playbook Roles
To include a file simply add this to your playbook:
- include: path/to/task.yml
Structuring your roles largely depends on what you're using Ansible for. For example, I manage Windows and Linux servers so my roles are structured like this:
roles
windows
<some_function>
tasks
vars
linux
<some_function>
tasks
vars
Yours will be different depending on what your goals with ansible are.
My current Ansible project is setup like so:
backup-gitlab.yml
roles/
aws_backups/
tasks/
main.yml
backup-vm.yml
gitlab/
tasks/
main.yml
start.yml
stop.yml
backup-gitlab.yml needs to do the following:
Invoke stop.yml on the gitlab host.
Invoke backup-gitlab.yml on a different host.
Invoke start.yml on the gitlab host.
The problem I'm running into is Ansible doesn't seem to support a way of choosing which task files to run within the same role in the same playbook. Before I was using tags to control what Ansible would do, but in this case tagging the include statements for start.yml and stop.yml doesn't work because Ansible doesn't appear to have a way to dynamically change the applied tags that are run once they are set through the command line.
I can't come up with an elegant way to achieve this.
Some options are:
Have each task file be contained within its own role. This is annoying because I will end up with a million roles that are not grouped in any way. It's essentially abandoning the whole 'role' concept.
Use include with hard coded paths. This is prone to error as things move around. Also, since Ansible deprecated combining with_items with include (or using any sort of dynamic looping with include), I can no longer quickly change up the task files being run. Any minor change in my workflow requires lots of coding changes. I would really like to stick with using tags from the command line to control exactly what Ansible does.
Use shell scripts to invoke separate Ansible playbooks.
Use conditionals (when clause) on every single Ansible action, and control what gets run by setting variables. While several people have recommended this on SO, it sounds awful. I will have to add the conditional to hundreds of actions and every time I run a playbook the output will be cluttered by hundred's of 'skip' statements.
Leverage Jinja templates and ansible's local_connection to dynamically build static main.yml files with all the required task files included in the proper order (using computed relative paths). Then invoke that computed main.yml file. This is dangerous and convoluted.
Use top level Ansible plays to invoke lower level plays. Seems messy, also this brings in problems when I need to pass variables between plays. Using Ansible's Python Api may help this.
Ansible strives to bring VMs into idempotent states but this isn't very helpful and is a dated way of thinking in my opinion (I would have stuck with Chef if that is all I wanted). I want to leverage Ansible to actually do things such as: actively change configuration states, kick off processes, monitor events, react to events, etc. Essentially I want it to automate as much of my job as possible. The current 'role' structure (with static configurations) that Ansible recommends doesn't fit this paradigm very well even though their usage of remote command execution via SSH gets us so close to the dream.
Just use a playbook for these types of management tasks.
Granted the skip statements do somewhat clutter the output. If you wish to fix that you can further breakdown the roles into something like aws_backups-setup and aws_backups-managment.
Also the roles documentation has some information on how you can run pre_tasks and post_tasks on roles.
We are trying to design an Ansible system for our crew.
We have some open questions that cause us to stop and think and maybe hear other ideas.
The details:
4 development teams.
We hold CI servers, DB servers, and a personal virtual machine for each programer.
A new programer receives a clean VM and we would like to use Ansible to "prepare" it for him according to team he is about to join.
We also want to use Ansible for weekly updates (when needed) on some VMs - it might be for a whole team or for all our VMs.
Team A and Team B shares some of their needs (for example, they both use Django) but there are naturally applications that Team A uses and Team B does not.
What we have done:
We had old "maintenance" bash scripts that we translate to YAML scripts.
We grouped them into Ansible roles
We have an inventory file which contains group for each team and our servers:
`
[ALL:children]
Team A
Team B
...
[Team A]
...
[Team B]
...
[CIservers]
...
[DBservers]
...
We have large playbook that contains all our roles (with tag to each):
- hosts: ALL
roles:
- { role x, tags: 'x' }
- { role y, tags: 'y' }
...
We invoke Ansible like that:
ansible-playbook -i inventory -t TAG1,TAG2 -l TeamA play.yml
The Problems:
We have a feeling we are not using roles as we should. We ended up with roles like "mercurial" or "eclipse" that install and configure (add aliases, edit PATH, creates symbolic links, etc) and role for apt_packages (using apt module to install the packages we need) and role for pip_packages (using pip module to install the packages we need).
Some of our roles depends on other roles (we used the meta folder to declare those dependencies). Because our playbook contains all the roles we have, when we run it without tags (on a new programer VM for example) the roles that other roles depends on are running twice (or more) and it is a waste of time. We taught to remove the roles that other depends on from our playbook, but it is not a good solution because in this way we loose the ability to run that role by itself.
We are not sure how to continue from this point. Whether to yield roles dependencies and create playbooks that implement those dependencies by specify the roles in the right order.
Should we change our roles into something like TeamA or DBserver that will unite many of our current roles (in such case, how do we handle the common tasks between TeamA and TeamB and how do we handle the tasks that relevant only for TeamA?)
Well, that is about everything.
Thanks in advance!
Sorry for the late answer and I guess your team has probably figured out the solution by now. I suspect you'll have the standard ansible structure with group_vars, hosts_vars, a roles folder and a site.yml as outlines below
site.yml
group_vars
host_vars
roles
common
dbserver
ciserver
I suspect your team is attempting to link everything into a single site.yml file. This is fine for the common tasks which operate based on roles and tags. I suggest for those edge cases, you create a second or third playbook at the root level, which can be specific to a team or a weekly deployment. In this case, you can still keep the common tasks in the standard structure, but you are not complicating your tasks with all the meta stuff.
site.yml // the standard ansible way
teamb.yml // we need to do something slightly different
Again, as you spot better ways of implementing a task, the playbooks can be refactored and tasks moved from the specific files to the standard roles
Seems you are still trying to see whats the best way to use ansible when you have multiple teams which will work on the same and don't want to affect others task. Have a look at this boilerplate it might help.
If you look in that repo. You will see there are multiple roles and you can design the playbook as per your requirement.
Example:
- common.yml (This will be common between all the team)
- Else you can create using by teamname.yml or project.yml
If you use any of the above you just need to define the proper role in the playbook & it should associate with the right host & group vars.
Let's imagine a playbook with following roles: base, monitoring, nginx and another playbook with only base and nginx.
Now I want in monitoring role to run a task only if playbook includes nginx role, because for monitoring nginx I have to pass a little bit different configuration to monitoring service.
How to execute a task what dependes on another role existence?
While my workaround in the comments might have worked for you, I feel it's still not the best approach. It's not modular. For example in a situation where you change monitoring system, you'd need to go into each role and check if it has monitoring component and update that...Not the most optimal way.
Perhaps a better way would be to still include a separate monitoring role, but there execute specific tasks using playbook conditionals. For example, nginx monitoring task would execute only when this server is part of your [webservers] group. Or when a certain variable is set to a specific value or some other appropriate conditional is met.
It is possible to set fact with set_fact in nginx role (set_fact: nginx=True) and then check it in monitoring role and execute task when fact is defined and true ( when: (ansible_facts['nginx'] is defined) and (ansible_facts['nginx'] == True)).