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  • Chef Cookbook
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Chef Cookbook

Chef Cookbook

By : Marschall
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Chef Cookbook

Chef Cookbook

By: Marschall

Overview of this book

Chef is a configuration management tool that lets you automate your more cumbersome IT infrastructure processes and control a large network of computers (and virtual machines) from one master server. This book will help you solve everyday problems with your IT infrastructure with Chef. It will start with recipes that show you how to effectively manage your infrastructure and solve problems with users, applications, and automation. You will then come across a new testing framework, InSpec, to test any node in your infrastructure. Further on, you will learn to customize plugins and write cross-platform cookbooks depending on the platform. You will also install packages from a third-party repository and learn how to manage users and applications. Toward the end, you will build high-availability services and explore what Habitat is and how you can implement it.
Table of Contents (9 chapters)
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Preface
Preface
What this book covers
What you need for this book
Who this book is for
Sections
Conventions
Reader feedback
Customer support
Free Chapter
1
1. Chef Infrastructure
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1. Chef Infrastructure
Introduction
Using version control
Installing the Chef Development Kit on your workstation
Using the hosted Chef platform
Managing virtual machines with Vagrant
Creating and using cookbooks
Inspecting files on your Chef server with knife
How to do it…
How it works…
There's more…
See also
Defining cookbook dependencies
Managing cookbook dependencies with Berkshelf
Using custom knife plugins
Deleting a node from the Chef server
Developing recipes with local mode
Using roles
Using environments
Freezing cookbooks
Running the Chef client as a daemon
2
2. Evaluating and Troubleshooting Cookbooks and Chef Runs
2. Evaluating and Troubleshooting Cookbooks and Chef Runs
Introduction
Testing your Chef cookbooks with cookstyle and Rubocop
Flagging problems in your Chef cookbooks with Foodcritic
Test-driven development for cookbooks using ChefSpec
Compliance testing with InSpec
Integration-testing your Chef cookbooks with Test Kitchen
Showing affected nodes before uploading cookbooks
Overriding a node's run list to execute a single recipe
Using chef-shell
Using why-run mode to find out what a recipe might do
Debugging Chef client runs
Inspecting the results of your last Chef run
Using Reporting to keep track of all your Chef client runs
Raising and logging exceptions in recipes
Diff-ing cookbooks with knife
Using community exception and report handlers
3
3. Chef Language and Style
3. Chef Language and Style
Introduction
Using community Chef style
Using attributes to dynamically configure recipes
Using templates
Mixing plain Ruby with Chef DSL
Installing Ruby gems and using them in recipes
Using libraries
Creating your own custom resource
Extending community cookbooks by using application wrapper cookbooks
Creating custom Ohai plugins
Creating custom knife plugins
4
4. Writing Better Cookbooks
4. Writing Better Cookbooks
Introduction
Setting environment variables
Passing arguments to shell commands
Overriding attributes
Using search to find nodes
Using data bags
Using search to find data bag items
Using encrypted data bag items
Accessing data bag values from external scripts
Getting information about the environment
Writing cross-platform cookbooks
Making recipes idempotent by using conditional execution
5
5. Working with Files and Packages
5. Working with Files and Packages
Introduction
Creating configuration files using templates
Using pure Ruby in templates for conditionals and iterations
Installing packages from a third-party repository
Installing software from source
Running a command when a file is updated
Distributing directory trees
Cleaning up old files
Distributing different files based on the target platform
6
6. Users and Applications
6. Users and Applications
Introduction
Creating users from data bags
Securing the Secure Shell daemon
Enabling passwordless sudo
Managing NTP
Installing nginx from source
Creating nginx virtual hosts
Creating MySQL databases and users
Managing Ruby on Rails applications
Managing Varnish
Managing your local workstation with Chef Pantry
7
7. Servers and Cloud Infrastructure
7. Servers and Cloud Infrastructure
Introduction
Creating cookbooks from a running system with Blueprint
Running the same command on many machines at once
Setting up SNMP for external monitoring services
Deploying a Nagios monitoring server
Using HAProxy to load-balance multiple web servers
Using custom bootstrap scripts
Managing firewalls with iptables
Managing fail2ban to ban malicious IP addresses
Managing Amazon EC2 instances
Managing applications with Habitat
8
Index
Index

Using the hosted Chef platform

If you want to get started with Chef right away (without the need to install your own Chef server) or want a third party to give you a Service Level Agreement (SLA) for your Chef server, you can sign up for hosted Chef by Chef Software, Inc. Chef Software, Inc. operates Chef as a cloud service. It's quick to set up and gives you full control, using users and groups to control access permissions to your Chef setup. We'll configure knife, Chef's command-line tool, to interact with hosted Chef, so that you can start managing your nodes.

Getting ready

Before being able to use hosted Chef, you need to sign up for the service. There is a free account for up to five nodes.

Visit http://manage.chef.io/signup and register for a free account.

I registered as the user webops with an organization short name of awo. An organization is the top-level entity for role-based access control in the Chef server.

After registering your account, it is time to prepare your organization to be used with your chef-repo repository.

How to do it…

Carry out the following steps to interact with the hosted Chef:

  1. Create the configuration directory for your Chef client on your local workstation:
    mma@laptop:~ $ cd ~/chef-repo
 mkdir .chef
  2. Generate the knife config and put the downloaded knife.rb into the .chef directory inside your chef-repo directory. Make sure you have your user's private key saved as .chef/<YOUR USERNAME>.pem, (in my case it is .chef/webops.pem). If needed, you can reset it at https://id.chef.io/id/profile. Replace webops with the username you chose for hosted Chef, and awo with the short name you chose for your organization in your knife.rb file:
    current_dir = File.dirname(__FILE__)
log_level                :info
log_location             STDOUT
node_name                "webops"
client_key               "#{current_dir}/webops.pem"
chef_server_url          "https://api.chef.io/organizations/awo"
cache_type               'BasicFile'
cache_options( :path => "#{ENV['HOME']}/.chef/checksums" )
cookbook_path            ["#{current_dir}/../cookbooks"]

    Note

    You should add the following code to your .gitingore file inside chef-repo to avoid your credentials ending up in your Git repository:

    .chef/*.pem
  3. Use knife to verify that you can connect to your hosted Chef organization. It should not have any clients, so far:
    mma@laptop:~/chef-repo $ knife client list

How it works…

The following line of code in your knife.rb file tells knife where to find your user's private key. It is used to authenticate you with the Chef server:

client_key               "#{current_dir}/webops.pem"

Also, the following line of code in your knife.rb file tells knife that you are using hosted Chef. You will find your organization name as the last part of the URL:

chef_server_url          "https://api.chef.io/organizations/awo"

Using the knife.rb file and your user's key, you can now connect to your organization hosted by Chef Software, Inc.

There's more…

This setup is good for you if you do not want to worry about running, scaling, and updating your own Chef server and if you're happy with saving all your configuration data in the Cloud (under the control of Chef Software, Inc.).

Note

If you need to have all your configuration data within your own network boundaries, you can install Chef server on premises by choosing ON PREMISES CHEF at https://www.chef.io/chef/choose-your-version/ or install the Open Source version of Chef server directly from GitHub at https://github.com/chef/chef.

See also

End of Section 5
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