Automation through Chef Opscode_ A Hands-on Approach to Chef [Sabharwal & Wadhwa 2014-07-16].pdf

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Contents at a Glance
About the Authors �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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About the Technical Reviewers �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Acknowledgments �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Introduction �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 1: Introduction �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 2: The Chef Server �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 3: Installation �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 4: Workstation �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 5: Nodes �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 6: Working with Knife �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 7: Cookbooks �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 8: Using Cookbooks�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 9: Developing a Cookbook �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 10: Lightweight Resource Providers �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 11: High Availability �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 12: Cloud Provisioning Using Chef �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Chapter 13: Troubleshooting and Debugging �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Index �½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½�½
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Introduction
Automation through Opscode Chef provides an in-depth understanding of chef, which
is written in Ruby and Erlang for configuration management, cloud infrastructure
management, system administration, and network management.
Targeted at administrators, consultants, and architects, the book guides them
through the advanced features of the tool that are necessary for infrastructure
automation, DevOps automation, and reporting. The book presumes knowledge of Ruby
and Erlang, which are used as reference languages for creating recipes and cookbooks
and as a refresher to help the reader get on speed with the flow of book.
The book provides step-by-step instructions on the installation and configuration of
chef, usage scenarios of chef, in infrastructure automation with common scenarios such
as virtual machine provisioning, OS configuration for Windows, Linux, and Unix, and
provisioning and configuration of web servers like Apache along with popular databases
like MySQL.
It further elaborates on the creation of recipes and cookbooks, which help in the
deployment of servers and applications to any physical, virtual, or cloud location,
no matter the size of the infrastructure.
The book covers advanced features like LWRPs (lightweight resource providers) and
knife and also contains several illustrative sample cookbooks on MySQL, Apache, and
CouchDB deployment using a step-by-step approach.
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Chapter 1
Introduction
In this chapter we briefly discuss the concept of infrastructure as code and DevOps.
We also touch upon Chef and Ruby and cover some of the use cases of Opscode Chef
and how it is being leveraged to solve technical problems faced by IT (information
technology) departments.
Infrastructure as Code
The advent of public cloud computing has revolutionized the software development
world. Small companies with a good idea can leverage the pay-per-use model provided
by the public cloud computing companies and setup their infrastructure quickly and
without any upfront costs.
For the traditional IT enterprises, the public cloud brings in cost advantages,
flexibility, and the agility to setup their infrastructure environments very quickly
without waiting for the ordering, procurement, and setup cycles involved in traditional
datacenter setup.
Most of the public cloud providers deliverAPIs (application programming
interfaces), which expose the features and functionality of the underlying cloud. Thus
the infrastructure that typically used to be a setup and configuration activity in traditional
datacenters has now become programmable through APIs.
The infrastructure components like
Network, Firewalls, Compute,
and
Storage
are
exposed to programmers through APIs and can be consumed through command lines,
REST APIcalls, and so on.
The large-scale infrastructure used by cloud providers and Internet scale companies
like Google, Facebook, and Twitter needs a very different approach to setup, monitoring,
and management from a typical enterprise with a few thousand servers.
Some of the provisioning and deployment models applicable for large-scale Internet
infrastructure are very different from the typical enterprise use cases. The number of
applications and servers are more homogeneous in an online business than the number
of applications and diversity of infrastructure found in an enterprise.
Although AWS (Amazon Web Services) does not share details on its capacity or
the addition of capacity, it states that it is adding capacity equivalent to what
Amazon.com
had in 2005 daily. This kind of massive capacity buildup and management of millions of
virtual machines leveraging technologies, processes, and tools built for a smaller scale are
not possible.
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