Through the magic of virtualization technology (Vagrant) and Puppet, a companion Enterprise grade provisioning technology, we explore how to make the complex configuration game a walk in the park. Bring new team members up to speed in minutes, eliminate variances in configurations, and make integration issues a thing of the past. Welcome to the new age of team development!

1. Prepared For: Acquia
October 4, 2012
Title: Harmonious Development:
Standardizing The Deployment Process via Vagrant and Puppet
Achieve – Quality on Time
1

2. Achieve Internet Overview

7+ years developing media and entertainment web
properties
 Over 60,000 development hours developing Drupal web &
mobile-optimized solutions

Deep expertise in UX (theming), Globalization, Integration,
and Performance
 Company commitment to quality, transparency, continuity,
reliability and client experience


3. Key Clients: Media & Entertainment
Media

4. Key Clients: Other
Other

5. Pop Quiz
<?php
/**
* Transform upper camel case to lower camel case.
*
* @param string $word
* Upper camel case word.
*
* @return string
* $word with first letter in lower case.
*
* @see http://www.php.net/manual/en/function.lcfirst.php
*/
function my_module_camel_case($word) {
return lcfirst($word);
}
echo my_module_camel_case('HelloWorld');

6. Agenda
+
=

7. Agenda (Cont.)

What’s all the fuss?

What is Virtualization?

Vagrant – Creating (and destroying) environments on the fly

Provisioning (via Puppet)

Examples

Future Directions

Q&A

8. What We Are Not Covering
 Performance Tuning
 These are examples only
 Version Control
 All provisioning can be placed into VCS

Puppet vs. Chef

9. What’s all the fuss?
“Write once, run anywhere” -- Sun Microsystems
“Write Once, Debug Everywhere” -- Anonymous / Reality
“In many distributed computing environments, failures are
reported in a way that violates even the simplest notions of
consistency.” -- IEEE Software, Bradford Glade. K. Birman

10. The Good Old Days

11. Today….

12. How It Compares
Old Approach
Old Approach… Today

13. The Drupal Ecosystem

14. Site Building Roles

15. How It All Fits
Virtual Box
(Virtual Environment)
Vagrant
(Virtual Machine Builder)
VeeWee
(Vagrant Box
Builder)
Puppet
(Provisioner)

16. Versions
 VirtualBox v4.1.18
(https://www.virtualbox.org/wiki/Downloads)
 Vagrant v1.0.3 (http://downloads.vagrantup.com/)
 Puppet v2.7.19
 Veewee v0.3.0.beta1 (https://github.com/jedi4ever/veewee)
 Ubuntu v8.04 Hardy Heron

17. Virtual Box
Virtual Box
(Virtual Environment)
Vagrant
(Virtual Machine Builder)
VeeWee
(Vagrant Box
Builder)
Puppet
(Provisioner)

18. What is Virtualization?
 Technical Definition….
 A logical representation of a computer in software. By decoupling the
physical hardware from the operating system, virtualization provides
more operational flexibility and increases the utilization rate of the
underlying physical hardware.1
 In a Nutshell….
 Putting a small computer [guest/virtual machine] (operating system,
memory, video display, peripherals, etc.) into the confines of another
bigger physical system [host].

19. VirtualBox
 Open Source virtualization software for
Windows, Mac, and Linux
 Can host multiple operating systems at
once (within memory and CPU
resources)
 Free!

20. Vagrant
Virtual Box
(Virtual Environment)
Vagrant
(Virtual Machine Builder)
VeeWee
(Vagrant Box
Builder)
Puppet
(Provisioner)

21. Vagrant
 Manages your virtual machines
 Works with VirtualBox
 Extremely customizable
 Over 50+ pre-built base boxes
 Free!

22. Why Vagrant?
 Creates consistent, reproducible environments
 Rapid setup – Start development in a few quick steps
 Reduce duplicated effort
 Increased reliability
 Allows you to tinker around, more on this later…
 Cost savings!

23. Agenda - Revisited
 What’s all the fuss?
 What is Virtualization?
 Vagrant – Creating (and destroying)
environments on the fly.
 Provisioning (via Puppet)
 Examples
 Future Directions
Q&A

24. Using Vagrant
Objective:
Part 1: Create a Ubuntu 8.04 LTS Virtual Machine (VM)
One Time Steps:
List available boxes:
$ vagrant box list
Add a new Vagrant base box to inventory if not available:
(@see http://www.vagrantbox.es/)
Usage: vagrant box add <alias> <location>
$ vagrant box add hardy /path/to/hardy.box
Create a directory for your Vagrant VMs
$ mkdir <vm_dir>/myproject
Create a Vagrant file (do this in <vm_dir>/myproject)
Usage: vagrant init <alias>
$ vagrant init hardy

25. Using Vagrant
Let’s Rock!!
Start up a virtual machine:
$ vagrant up
Delete a virtual machine:
$ vagrant remove
Connect to virtual machine:
$ vagrant ssh
Success! Instant VM. Do the happy dance!

26. Using Vagrant
Other Useful Commands
Go to lunch:
$ vagrant suspend # Save state of virtual machine
$ vagrant resume # Start virtual machine up again
Reboot:
$ vagrant halt
# Shutdown the VM
$ vagrant up –no-provision # Restart VM, skip provisioning*
* = Online documentation says no reprovisioning will occur…
Reload configuration (automatically does a provisioning)
$ vagrant reload
Reprovision a system:
$ vagrant reprovision
Repackage running system:
$ vagrant package

27. Example 1
$ mkdir <vm_dir>/myproject
$ vagrant init hardy
Customize our VM Instance (Excerpts of Vagrantfile)
config.vm.network :hostonly, "192.168.33.10”
# Host: <vm_dir>/<project_name> == Guest: /vagrant
config.vm.share_folder "v-root", "/vagrant", ".", :owner => 'www-data', :group => 'wwwdata’
# Configure the VM with puppet.
config.vm.provision :puppet, :module_path => "modules", :options => ["--environment",
"local"] do |puppet|
puppet.manifests_path = "manifests”
puppet.manifest_file = ”myproject.pp”
End
$ vagrant up

28. Example 1
Scenario: Admin for a Day
Wonder what this does… (WARNING)*
$ sudo chmod 444 /etc/sudoers
* Warning, doing this on a Production system may have an adverse effect on
your career. This will remove any ability to sudo.
Solution (Assuming all configuration is provisioned):
$ vagrant destroy
$ vagrant up

29. Vagrant++
 Instant development environments!
 No physical hardware required.
 Creates a safe environment for configuration optimization.

30. Puppet
Virtual Box
(Virtual Environment)
Vagrant
(Virtual Machine Builder)
VeeWee
(Vagrant Box
Builder)
Puppet
(Provisioner)

31. Puppet

Provisioning = preparing a device/server for usage, aka configuration

Allows enforceable system configuration

Similar to Microsoft’s System Center Configuration Manager/SMS or Apple’s Profile
Manager

Uses a Resource Abstraction Layer (RAL) to interact with the host.
Core Resource Types include: notify, file, package, service, exec, cron, user, group

RAL can be used to read and modify resources

Configurations can be store in manifests. See resources for prebuilt modules.

32. Puppet: Miscellaneous Info
Facter: Inspects operating system “facts” that can be used in modules.
$ facter
…
id => vagrant
interfaces => eth0,eth1,lo
ipaddress => 10.0.2.15
ipaddress_eth0 => 10.0.2.15
ipaddress_eth1 => 192.168.33.10
ipaddress_lo => 127.0.0.1
is_virtual => true
kernel => Linux
kernelmajversion => 2.6
kernelrelease => 2.6.24-26-server
kernelversion => 2.6.24
lsbdistcodename => hardy
lsbdistdescription => Ubuntu 8.04.4 LTS
lsbdistid => Ubuntu
lsbdistrelease => 8.04
lsbmajdistrelease => 8
memoryfree => 1.85 GB
memorysize => 1.98 GB
memorytotal => 1.98 GB
netmask => 255.255.255.0
netmask_lo => 255.0.0.0
network_eth0 => 10.0.2.0
network_eth1 => 192.168.33.0
network_lo => 127.0.0.0
operatingsystem => Ubuntu
operatingsystemrelease => 8.04
…

33. Puppet: Miscellaneous Info (Cont.)
Describes a resource, use -s to summarize
$ puppet describe <resource>
Inspect individual resource in “Puppet-speak”
$ puppet resource service apache2
service { 'apache2':
ensure => 'stopped',
enable => 'true',
}
Test a manifest on the local system
$ puppet apply --modulepath=<module_path> <manifest>.pp

34. Agenda - Revisited
 What’s all the fuss?
 What is Virtualization?
 Vagrant – Creating (and destroying)
environments on the fly.
 Provisioning (via Puppet)
 Examples
 Future Directions
Q&A

35. Puppet: Important Notes
Common Pattern:
Package, File, Service
Resources are processed asynchronously! Use dependency
relationships (require/before) if any ordering is necessary.
@see http://forge.puppetlabs.com/ for prebuilt Puppet
modules.

36. Puppet Main Manifest
myproject.pp
class myproject {
$site = ’myproject'
Site specific
ensure => 'absent';
$site:
ensure => 'present';
# Vagrant specific setup, set up hostname, hosts file
class { 'vagrant':
site => $site,
}
}
apache::mod {
'rewrite': ensure => 'present'
}
# Cool stuff
class { 'vim': }
mysql::schema { $site:
user => $site,
password => $site,
}
# LAMP stack
class { 'linux': }
class { 'apache': }
class { 'mysql': }
class { 'php':
error_reporting => 'E_ALL & ~(E_WARNING|E_NOTICE)',
}
class { 'phpmyadmin': }
Base LAMP
class { 'drupal::prepare':
site => $site,
admin_pw => 'admin',
}
}
class { 'myproject': }
# Drupal
class { 'drupal':
server_type => 'dev',
}
# Solr
class { 'tomcat': }
class { 'solr': }
# Site specific stuff
apache::site {
'default':
vhost => 'default',
Search
Site/DB

37. Example 2: Puppet Module
/modules/apache/init.pp (Header)
# Class: apache
#
# This module installs apache and sets up the virtual.
#
# Mike Lee <michael.lee@achieveinternet.com>
# 2012-09-07
#
# Tested platforms:
# - Ubuntu 8.04 Hardy Heron
#
# Parameters:
# N/A
#
# Actions:
# Installs and configures apache. Will automatically create the site file.
#
# Requires:
# N/A
#
# Sample Usage:
#
# Make sure apache is present.
# class { 'apache': }
#
# Enable/disable sites.
# <site_name> = Simple site name. The vagrant domain will be added
automatically.
# i.e. <site_name> = "example" creates a site named "example.vagrant".
# <docroot> = Docroot. Defaults to /vagrant/<site_name>/docroot.
# If this is overridden, this must be the ABSOLUTE path to the docroot.
#
# apache::site {
# 'default':
Base usage
# vhost => 'default',
# ensure => 'absent';
# '<site_name_1>':
# ensure => 'present';
# '<site_name_2>':
# docroot => '/custom/path',
# ensure => 'present';
#}
#
# Enable/disable modules.
# apache::mod {
# 'rewrite': ensure => 'present’
#}
Advanced usage
Enable host/mod

38. Puppet Sample Module
/modules/apache/init.pp (Code)
class apache {
$apache2_sites = '/etc/apache2/sites'
$apache2_mods = '/etc/apache2/mods'
OS Specific
# OS Specific settings
case $::operatingsystem {
ubuntu: {
$package_name = 'apache2'
$conf_template = 'site.conf.debian.erb'
}
default: {
notify { "${module_name}_unsupported":
message => "The ${module_name} module is not supported on
${::operatingsystem}.",
}
error("OS support for ${::operatingsystem} needs to be configured")
}
}
Define type: site
# Define new type: site
define site ($ensure = 'present', $vhost = undef, $docroot = undef) {
if $vhost {
$site_name = $vhost
}
else {
$site_name = "${title}.vagrant"
}
if $docroot {
$path = $docroot
}
else {
$path = "/vagrant/${title}/docroot"
}
case $ensure {
present: {
file { "/etc/apache2/sites-available/$site_name":
ensure => file,
require => Package[$apache::package_name],
content => template("apache/${apache::conf_template}"),
}
exec { "/usr/sbin/a2ensite $site_name":
unless => "/bin/readlink -e ${apache2_sites}-enabled/$site_name",
notify => Exec['force-reload-apache'],
require => Package[$apache::package_name],
}
}
absent: {
exec { "/usr/sbin/a2dissite $site_name":
#onlyif => "/bin/readlink -e ${apache2_sites}-enabled/$site_name", #
readlink not returning 0
notify => Exec['force-reload-apache'],
require => Package[$apache::package_name],
}
}
default: {
err("Unknown ensure value: '$ensure'")
}
}
}

39. Puppet Sample Module
/modules/apache/init.pp (Code)
# Define new type: mod
define mod ($ensure = 'present') {
case $ensure {
present: {
exec { "/usr/sbin/a2enmod $title":
unless => "/bin/readlink -e ${apache2_mods}-enabled/${title}.load",
notify => Exec['force-reload-apache'],
require => Package[$apache::package_name],
}
}
absent: {
exec { "/usr/sbin/a2dismod $title":
#onlyif => "/bin/readlink -e ${apache2_mods}-enabled/${title}.load", #
readlink not returning 0
notify => Exec['force-reload-apache'],
require => Package[$apache::package_name],
}
}
default: {
err("Unknown ensure value: '$ensure'")
}
}
}
Define type: mod
# Force reload all the time, doesn't take that much more in resources.
exec { 'force-reload-apache':
command => '/etc/init.d/apache2 force-reload',
refreshonly => true,
}
package { $package_name:
ensure => installed,
}
service { $package_name:
ensure => running,
hasstatus => true,
hasrestart => true,
require => Package[$package_name],
}
Package/Service
}

40. Puppet Sample Module
ERB Templates: Create files on the fly.
/modules/apache/templates/site.conf.debian.erb
# Puppet generated file. DO NOT EDIT!
# Managed by Class['apache']
<VirtualHost *:80>
ServerAdmin webmaster@achieveinternet.com
DocumentRoot <%= path %>
ServerName <%= site_name %>
<Directory <%= path %>>
Options Indexes FollowSymLinks MultiViews
AllowOverride All
Order allow,deny
allow from all
</Directory>
</VirtualHost>

41. Puppet++
 Construct fully functioning development environments on
the fly!
 Bring new team members up to speed in a few simple
commands.
 CONSISTENCY! CONSISTENCY! CONSISTENCY!
Everyone is working with the same virtual machine.

42. Agenda - Revisited
 What’s all the fuss?
 What is Virtualization?
 Vagrant – Creating (and destroying)
environments on the fly.
 Provisioning (via Puppet)
 Examples
 Future Directions
Q&A

43. Veewee
Virtual Box
(Virtual Environment)
Vagrant
(Virtual Machine Builder)
VeeWee
(Vagrant Box
Builder)
Puppet
(Provisioner)

44. Next Steps: Veewee
Want your own custom Vagrant Box or one doesn’t exist?
Veewee has predefined definitions for creating a variety of Vagrant base boxes.
Installation Requirements (Mac OS X)
- Install RVM (Ruby Version Manager)
$ curl -L https://get.rvm.io | bash -s stable
-
Install Xcode, Command Line Tools for Xcode (required by Homebrew)
-
Install Homebrew
$ ruby <(curl -fsSkL raw.github.com/mxcl/homebrew/go)
-
Install apple-gcc42 GCC Required!
$ brew update
$ brew tap homebrew/dupes
$ brew install autoconf automake apple-gcc42
$ rvm pkg install openssl

45. Next Steps: Veewee
Veewee Installation (Mac OS X)
$ rvm install 1.9.2
$ git clone https://github.com/jedi4ever/veewee.git
$ cd veewee
(official – Never worked for me…)
$ gem install bundler
$ bundle install
(unoffical)
$ gem build veewee.gemspec
$ gem install veewee-*.gem (run as sudo)
$ unalias veewee

46. Next Steps: Veewee
Veewee Base Box Creation (Mac OS X)
In veewee directory:
- Copy new iso into [currentDir]/iso
(optional, saves veewee from finding)
Create VM definition off of template:
Usage: veewee vbox define <box_name> <template>
$ veewee vbox define hardy ubuntu-8.04.4-server-i386
Customize VM Definition:
- Edit <veewee_dir>/definitions/<box_name>/definition.rb
Build virtual box (This should start VirtualBox)
Usage: veewee build <box_name>
$ veewee vbox build hardy # go get a coffee
Usage: veewee vbox validate <box_name>
$ veewee vbox validate hardy
Build Vagrant base box:
Usage: vagrant basebox export <box_name>
$ vagrant basebox export hardy

47. Next Steps: Puppet Enterprise
 Allow for remote management of puppet nodes.
 “One server to rule them all.”
 Clone your configurations to EC2.
 Audit your configurations.

48. Gotchas
 Be mindful of Puppets asyncronous execution order:
 Make sure dependecies are properly set.
 Starbucks syndrome:
 Switching networks can sometimes cause your VM’s networking to
get confused. Halt and restart to correct.
 Provision everything… or as much as you can:
 This will make resetting your environment go much more smoothly.

49. Versions
 VirtualBox v4.1.18
(https://www.virtualbox.org/wiki/Downloads)
 Vagrant v1.0.3 (http://downloads.vagrantup.com/)
 Puppet v2.7.19
 Veewee v0.3.0.beta1 (https://github.com/jedi4ever/veewee)
 Ubuntu v8.04 Hardy Heron

50. Further Resources
 Prebulit Vagrant Base Boxes (http://www.vagrantbox.es/)
 Puppet Forge (http://forge.puppetlabs.com/)
 Learn Puppet (http://docs.puppetlabs.com/learning/ral.html)

51. Conclusion

…makes the "works on my machine" excuse a relic of the past. -- Vagrant

Created a disposable test bed to play with configuration changes

Created reusable modules to easily build customized setups

Provided canned environment for those who simply want to jump into a project. Allows
team members to focus on core competencies.

Allows you to quickly and efficiently archive projects and come back to them later
 CONSISTENCY - REDUCED ERRORS
 EASY & INEXPENSIVE
 INSTANT DEVELOPMENT
- SAVE $$$

52. Achieve Internet Pillars of Expertise
Technical Foundation Built On the
Following Core Areas of Expertise
and Knowledge:
1. User Experience (UX) / Theming
2. Globalization/Localization
3. Performance & Deployment
4. Integration

53. QA

54. Thank You
Michael Lee
Senior Architect
michael.lee@achieveinternet.com
www.achieveinternet.com
mlee11111
@ach_mikelee
/pub/michael-lee/4/297/a6b
Direct: 858-453-5760