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Common Challenges in
DevOps Change Management


       Matt Ray
  matt@opscode.com
A word about Best Practices




Best practices themselves are
subjective.
Chef is flexible and you can make it
do what you want.
Infrastructure as Code




Enable reconstruction of the business
from nothing but a source code
repository, application data backup
and bare metal resources.
Infrastructure as Code




Code is tracked with version control.
Everything we do is in code.
Everything is checked into version
control.
Chef Repository




Very simply, the Chef Repository is a
version controlled directory that
contains cookbooks and other
components relevant to Chef.
It contains Infrastructure as Code.
Documenting Your Infrastructure




Spiceweasel is a tool for generating
knife commands to build
infrastructure from a simple YAML or
JSON file.
 •   Documents all dependencies
 •   Preserves ordering of deploys
 •   Not an official Chef tool
 •   http://bit.ly/spcwsl
Spiceweasel
cookbooks:
- apache2:
    - 0.99.4
- apt:
    - 1.1.2
- mysql:
    - 1.0.5
- glance:
- nova:
- openssl:
    - 1.0.0
- rabbitmq:
    - 1.2.1
data bags:
- openstack:
  - glance
  - nova
roles:
- glance-single-machine:
- nova-multi-compute:
- nova-multi-controller:
nodes:
- controller:
  - role[nova-multi-controller]
  - -i ~/.ssh/mray.pem -x user --sudo -d ubuntu10.04-gems
- compute:
  - role[nova-multi-compute]
  - -i ~/.ssh/mray.pem -x user --sudo -d ubuntu10.04-gems
Git vs. Traditional VCS




Decentralized Development
Vendor Branching
Parallel Deployments
Stable Releases with Hotfixes
Gitflow
Code sample
Git




Learn by doing.
It's hard to fake.
Lean into it.
Touchless Infrastructure




Modifying configuration machines by
hand is "doing it wrong".
•   Not tracked in version control.
•   If it's a Chef-managed Resource, it
    will get undone.
Nodes are Ephemeral




Do not configure individual nodes,
use Roles.
•   Nodes are ephemeral, they may
    not always exist.
•   Nodes aren't stored in version
    control, Roles are.
Start from Scratch




Do not delete or remove Resources,
start from scratch.
•   Reusing nodes is asking for
    trouble, since you don't know
    previous state.
•   Reprovisioning servers is cheap.
Hard Coding




Do not use hard-coded IPs or
hostnames, use search.
•   Nodes are ephemeral, they may
    not always exist.
•   Leverage the search capabilities
    of Chef.
Golden Images




Golden images are an anti-pattern.
•   Tracking contents of images
    before they are managed is
    unnecessary effort.
•   Start every node from a known
    minimal state.
•   Caching is your friend.
Environments




Environments are how we manage
versioned infrastructures with Chef.
Different infrastructures such as
production, staging, development,
and testing managed from one Chef
repository.
Environments




Control the flow of Cookbooks
•   Development->QA->Production
•   Freeze from change
•   RBAC restrict who can deploy
    where
Role runlists tied to Environments
Environment attributes to override
settings
Lean on the Community




The Chef Community is very
friendly, don't be afraid to ask for
help!
•   IRC (200+ people)
•   Mailing lists are active.
•   Lots of GitHub activities.
Questions




Matt Ray
matt@opscode.com
Twitter/IRC/GitHub: mattray

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Common Challenges in DevOps Change Management

  • 1. Common Challenges in DevOps Change Management Matt Ray matt@opscode.com
  • 2. A word about Best Practices Best practices themselves are subjective. Chef is flexible and you can make it do what you want.
  • 3. Infrastructure as Code Enable reconstruction of the business from nothing but a source code repository, application data backup and bare metal resources.
  • 4. Infrastructure as Code Code is tracked with version control. Everything we do is in code. Everything is checked into version control.
  • 5. Chef Repository Very simply, the Chef Repository is a version controlled directory that contains cookbooks and other components relevant to Chef. It contains Infrastructure as Code.
  • 6. Documenting Your Infrastructure Spiceweasel is a tool for generating knife commands to build infrastructure from a simple YAML or JSON file. • Documents all dependencies • Preserves ordering of deploys • Not an official Chef tool • http://bit.ly/spcwsl
  • 7. Spiceweasel cookbooks: - apache2: - 0.99.4 - apt: - 1.1.2 - mysql: - 1.0.5 - glance: - nova: - openssl: - 1.0.0 - rabbitmq: - 1.2.1 data bags: - openstack: - glance - nova roles: - glance-single-machine: - nova-multi-compute: - nova-multi-controller: nodes: - controller: - role[nova-multi-controller] - -i ~/.ssh/mray.pem -x user --sudo -d ubuntu10.04-gems - compute: - role[nova-multi-compute] - -i ~/.ssh/mray.pem -x user --sudo -d ubuntu10.04-gems
  • 8. Git vs. Traditional VCS Decentralized Development Vendor Branching Parallel Deployments Stable Releases with Hotfixes
  • 10. Git Learn by doing. It's hard to fake. Lean into it.
  • 11. Touchless Infrastructure Modifying configuration machines by hand is "doing it wrong". • Not tracked in version control. • If it's a Chef-managed Resource, it will get undone.
  • 12. Nodes are Ephemeral Do not configure individual nodes, use Roles. • Nodes are ephemeral, they may not always exist. • Nodes aren't stored in version control, Roles are.
  • 13. Start from Scratch Do not delete or remove Resources, start from scratch. • Reusing nodes is asking for trouble, since you don't know previous state. • Reprovisioning servers is cheap.
  • 14. Hard Coding Do not use hard-coded IPs or hostnames, use search. • Nodes are ephemeral, they may not always exist. • Leverage the search capabilities of Chef.
  • 15. Golden Images Golden images are an anti-pattern. • Tracking contents of images before they are managed is unnecessary effort. • Start every node from a known minimal state. • Caching is your friend.
  • 16. Environments Environments are how we manage versioned infrastructures with Chef. Different infrastructures such as production, staging, development, and testing managed from one Chef repository.
  • 17. Environments Control the flow of Cookbooks • Development->QA->Production • Freeze from change • RBAC restrict who can deploy where Role runlists tied to Environments Environment attributes to override settings
  • 18. Lean on the Community The Chef Community is very friendly, don't be afraid to ask for help! • IRC (200+ people) • Mailing lists are active. • Lots of GitHub activities.