Moving towards automated server configuration with a small team

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A talk by Leonid Shevtsov at RubyGarage, September 6, 2012 Video (in Russian): http://www.youtube.com/watch?v=hzuSW4DjkKQ RubyGarage, Dnipropetrovsk, Ukraine http://rubygarage.org/ Leonid Shevtsov http://leonid.shevtsov.me

Technology Business

Add some Chef to your
Capistrano
Moving towards automated server conﬁguration with a small team

@leonid_shevtsov for @RubyGarage, Sep 2012

About me

• I’m Leonid Shevtsov, http://l-s.me

• I code Ruby and Javascript at Railsware http://railsware.com

• I’ve conﬁgured and deployed tens of applications.

• (though no 100-server ones).

Why bother with CM tools?

• You have to manage hundreds of servers

Why bother with CM tools?

• Make implicit knowledge explicit.

• Turn conﬁguration into code.

• Test on a virtual machine, not the live server.

Make implicit knowledge explicit

• All conﬁguration in one place;

• Indicate what options are customized/important;

• What if the sysadmin (or the “server guy”) gets sick (or ﬁred)?

• Discourages (though doesn’t prohibit) shotgun debugging;

Turn conﬁguration into code
• People grok code.

• Code can be diffed

• Code can be merged

• You can collaborate on code

• You can share code between projects

• You can refactor code

Stop developing on live servers

• No more Vim via SSH to production;

• Really identical staging environment;

• Test entire stack on a virtual machine;

Automated server conﬁguration is
the future
(IMO)

Push vs Pull
• “Pull” conﬁguration - suitable for major web sites

• Servers update conﬁguration automatically based on central node

• Requires infrastructure

• “Push” conﬁguration - suitable for “less than major” sites

• You update conﬁguration manually on demand

• Natural next step from Capistrano

Cuoco

• Capistrano can connect to and run commands on your server;

• Chef Solo can conﬁgure your server if it’s already there;

• Let’s use them together!

https://github.com/leonid-shevtsov/cuoco

How to add Chef to Capistrano

• Capistrano should already have servers and roles

• Add Cuoco to your project

• Add a conﬁg/chef directory

• Start cooking!

• To run Chef, run cap cuoco:run_chef

• To bootstrap & run Chef, run cap cuoco:update_conﬁguration

• Works with capistrano multistage!

• Works with host & role ﬁlters!

• Servers pick up roles from Capistrano conﬁguration

Questions? Comments?

leonid@shevtsov.me
Thanks to RailsWare http://railsware.com

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Moving towards automated server configuration with a small team

1. Add some Chef to your Capistrano Moving towards automated server conﬁguration with a small team @leonid_shevtsov for @RubyGarage, Sep 2012

2. About me • I’m Leonid Shevtsov, http://l-s.me • I code Ruby and Javascript at Railsware http://railsware.com • I’ve conﬁgured and deployed tens of applications. • (though no 100-server ones).

3. Why bother with CM tools? • You have to manage hundreds of servers

4. Why bother with CM tools? • You have to manage hundreds of servers

5. Why bother with CM tools? • Make implicit knowledge explicit. • Turn conﬁguration into code. • Test on a virtual machine, not the live server.

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7. Turn conﬁguration into code • People grok code. • Code can be diffed • Code can be merged • You can collaborate on code • You can share code between projects • You can refactor code

8. Stop developing on live servers • No more Vim via SSH to production; • Really identical staging environment; • Test entire stack on a virtual machine;

9. Automated server conﬁguration is the future (IMO)

10. Practice

11. Push vs Pull • “Pull” configuration - suitable for major web sites • Servers update configuration automatically based on central node • Requires infrastructure • “Push” configuration - suitable for “less than major” sites • You update configuration manually on demand • Natural next step from Capistrano

12. Cuoco • Capistrano can connect to and run commands on your server; • Chef Solo can conﬁgure your server if it’s already there; • Let’s use them together! https://github.com/leonid-shevtsov/cuoco

13. How to add Chef to Capistrano • Capistrano should already have servers and roles • Add Cuoco to your project • Add a conﬁg/chef directory • Start cooking! • To run Chef, run cap cuoco:run_chef

14. • To bootstrap & run Chef, run cap cuoco:update_configuration • Works with capistrano multistage! • Works with host & role filters! • Servers pick up roles from Capistrano configuration

15. Questions? Comments? leonid@shevtsov.me Thanks to RailsWare http://railsware.com

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