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Automation and DevOps Best Practices
                                   	





          Rob Hirschfeld, Dell	

          Matt Ray, Opscode
Deploying & Managing a Cloud is not simple.
                                          

 •    Deploying to physical gear on layered networks	

 •    Multiple interlocking projects	

 •    Hundreds of configuration options	

 •    An aggressive 6 month delivery cycle	

 •    Constant innovation on core technologies	


            It does not have to be hard!
Problem: Clouds do not operate themselves!


                               Operations	





     Servers	

   Networks	

     Storage	

         Etc.	

                Expertise
Ops automation (“devops”) jumpstarts learning,
reduces complexity and manages scale.

                                                    Operations	

                                                    Automation	

                                            ic	

    (DevOps)	

                                     ur Top
                                 O




     Servers	

   Networks	

     Storage	

         Etc.	

                                  Operations	

                            Expertise
DevOps is CAMS

‣    Culture
‣    Automation
‣    Measurement
‣    Sharing
Foundation for Success: Open Operations

‣    Start with “Operations as Code”
‣    Leverage the community
     ‣    Write Operations code so it can be openly shared

     ‣    Learn from other people’s experience

‣    Make operations a priority
     ‣    Engage developers in operations challenges
     ‣    Make deployability a dev & test concern

‣    These are central issues to Opscode & Dell
What is Chef?
‣    An Open Source automation platform to continuously
     define, build, and manage infrastructure.
‣    Chef enables people to easily build & manage complex &
     dynamic applications at massive scale
‣    Built on the idea of Infrastructure as Code
     ‣    Programmatically provision and configure nodes

     ‣    Reconstruct business from code repository, data backup, and
          bare metal resources.
How Can Chef Help?

Blueprint Your              Build Anything…         And Manage It Simply
Infrastructure
                            Provision compute       • Introduce continuous
• Compute                   resources in the Data   incremental change or total
                                                    change.
• Application               Center and the Cloud
                            • Infrastructure        • Automatically reconfigure
• Storage                                           everything
• Security                  • Application Stacks    • Re-provision for disaster
• Network                   • Big Data              recovery

• Configuration Standards   • HPC                   • Fail-over to bare metal
                            • IaaS                  • Monitor for compliance
                            • PaaS                  • Cloud migrations become
Using 1,000’s of man-                               trivial
                            • SaaS
 days of prior art!
A model for reuse that works!




              500+ Cookbooks



                © Opscode, 2011 – Confidential – DO NOT DISTRIBUTE   9
The Path to Full Automation

                                                                               Full
                                                            Continuous    Infrastructure
                                                            Deployment
    Automation
                                              Application
                               Configuration   Management
                  Common
Discovery and                  Management
                 Automation
   Visibility
      Tasks:
                 Scripts, OS
                 Compliance,
                  Updates &
                   Patches
OpenStack has a lot of interlocking parts!
…and it matters how they are deployed!

                                          Cookbooks
Clouds are a complex: not like an app
‣    Building up OpenStack requires a system view

     ‣    Breaking projects into discrete cookbooks enables maintainability

     ‣    Conventions are needed so that projects and cross reference each other

‣    Networking is critical

     ‣    Each component requires correct VLAN, teaming and virtual bridge configuration. 

     ‣    Each site has unique networking needs (IP, subnet, VLAN)

     ‣    NIC enumeration can break even the simplest scipts

‣    Hardware configuration is boring but very important

     ‣    Application choices force configuration changes (late binding)

     ‣    Small mistakes can be very expensive to find and fix

‣    We needed a way to make deploy simpler, faster & repeatable
OpenStack Installer: Dell Crowbar Project

‣    Field Proven Technologies
     ‣    Build on locally deployed Chef Server, Raw servers to full cloud in <2
          hours, Multi-Node from the ground up, Hardened with over a year of
          real deployments

‣    Apache 2 Open Source (on github/dellcloudedge)
     ‣    Multi-Apps (OpenStack & Hadoop), Multi-OS (Ubuntu, RHEL, CentOS,
          SUSE), Development “in the open” w/ community engagement

‣    OpenStack Releases (dell.com/OpenStack)
     ‣    Cactus, Diablo and Essex!

‣    Not Dell Hardware Limited
Crowbar Builds Up Clouds in layers

                  APIs, User Access, &
                  Ecosystem Partners
Ops Management
 Dell “Crowbar”




                  Cloud Infrastructure




                  Core Components &
                  Operating Systems




                  Physical Resources
1) Hardware Configuration

                  APIs, User Access, &
                  Ecosystem Partners
Ops Management
 Dell “Crowbar”




                  Cloud Infrastructure




                  Core Components &
                  Operating Systems




                  Physical Resources
2) OS and Ops Infrastructure

                  APIs, User Access, &
                  Ecosystem Partners
Ops Management
 Dell “Crowbar”




                  Cloud Infrastructure




                  Core Components &
                  Operating Systems                          *



                  Physical Resources




                                         * Suse pending, based on open source activity
3) Cloud Platform Integration

                  APIs, User Access, &
                  Ecosystem Partners
Ops Management
 Dell “Crowbar”




                  Cloud Infrastructure




                  Core Components &
                  Operating Systems                          *



                  Physical Resources




                                         * Suse pending, based on open source activity
4) Cloud App Management

                  APIs, User Access, &
                  Ecosystem Partners
Ops Management
 Dell “Crowbar”




                  Cloud Infrastructure




                  Core Components &
                  Operating Systems




                  Physical Resources
OpenStack Orchestration: Chef & Crowbar 
                                                                    Status (po
                                                                                       st)


                                             Orchestration
                                             State Machine
                                                                                              OpenStack Components
Ops Management

                  Crowbar Magic Happens!




                                                                                       nt
                                                                                  Clie
 Dell “Crowbar”




                                                                            f-
                                                                         Che

                                           Run List
                                                                         Chef-Client
                                                                                              Network Configuration
                                                          Chef
                                                         Server         Chef-C
                                                                                   lient
                                                                                                Operating System
                                            Config.

                                                                        Che
                                                                            f-C
                                                                                   lien
                                                                                       t
        Hardware Config
                                                                                              (uses “Sledgehammer”)
                                                  DHCP

                                                                                                 Server(s)
                                                                          t   
                                                                  PXE Boo
Crowbar & OpenStack Cookbooks

‣    Having cookbooks is not enough, Crowbar also
     ‣    Understands how the cookbooks connect together

     ‣    Helps you plan out the networking & server allocations

‣    Crowbar has a consistent Chef design approach
     ‣    “Proposal” databags to setup attributes and run-lists

     ‣    Consistent naming conventions
     ‣    Roles to link things together – A LOT OF ROLES

‣    Crowbar adds many cookbooks for network,
     monitoring, provisioning & hardware config.
Chef for OpenStack
‣    Community for the automated deployment and
     management of OpenStack
     ‣    opscode.com/openstack/

‣    Cookbooks
‣    Documentation
‣    Mailing list
     ‣    groups.google.com/group/opscode-chef-openstack

‣    IRC
     ‣    #openstack-chef on irc.freenode.net
Chef for OpenStack Goals
Already a lot of OpenStack deployments managed with Chef
‣    Provide a stable set of core OpenStack cookbooks
‣    Document how the pieces work together
‣    Evolve to keep up with latest changes
‣    Expand support into new technologies
     ‣    Operating systems, databases, hypervisors, etc.

     ‣    Alternate storage types

     ‣    Alternate networking implementations for Quantum
Chef for OpenStack Roadmap
‣    Get stable Essex cookbooks out
‣    Establish patterns of collaboration
‣    Continuous Integration and gated testing
‣    Folsom milestones
‣    Documentation, documentation, documentation
Upstreaming accelerates strong deploys

‣    Feedback loops enable cookbooks to mature quickly

                              Community Cookbooks	





         Dell Crowbar	

                  Chef	

      Cloud A	

     Host B	





  Crowbar             Dell                              Cloud A
                                   Chef Community	

 Community	

      Customers	

                        Customers
Infrastructure as Code Repositories
‣    Deploy your data center with Crowbar
     ‣    Store this in version control

     ‣    Test your changes

     ‣    Promote to production

     ‣    Rinse, repeat

‣    OpenStack deployment is managed with Chef
     ‣    See above

‣    Deploy your applications on OpenStack with Chef
     ‣    See above
Deploy Your Applications on OpenStack
‣    Nova Dashboard
‣    Knife OpenStack
‣    enStratus
‣    Hybrid Cloud!?
knife-openstack
knife-openstack
$ knife openstack

Available openstack subcommands: (for details, knife SUB-
  COMMAND --help)



** OPENSTACK COMMANDS **

knife openstack flavor list (options)

knife openstack image list (options)

knife openstack server create (options)

knife openstack server delete SERVER [SERVER] (options)

knife openstack server list (options)
knife-openstack
knife openstack server create --flavor 1 --image 7
 -S keypair -r 'role[hadoop-worker]’



‣    Deploy applications on top of OpenStack

‣    Manage them with Chef

‣    Configuration backed by version control

‣    Transfer your infrastructure anywhere
Challenges

‣    Making Community work sharable
‣    Testing / Validation
     ‣    Community 

     ‣    Keeping on Upstreams
     ‣    Automation (Tempest & CI)

     ‣    Linking Dev and Ops

‣    Upgrade Process
‣    # of configurations
Join the Community & Get Started
‣    Invest in reusing community code
     ‣    Respect abstractions & patterns from community code

     ‣    Participate in communities

     ‣    Submit bugs (and patches!)

‣    Use Upstreams!
     ‣    Community Cookbooks… Opscode

          ‣    community.opscode.com

     ‣    Deploy Infrastructure… Dell Crowbar

          ‣    github.com/dellcloudedge/crowbar
Thanks!
Rob Hirschfeld
‣    rob_hirschfeld@dell.com
‣    Twitter: @zehicle
‣    Blog: robhirschfeld.com
Matt Ray
‣    matt@opscode.com
‣    Twitter/GitHub/IRC: @mattray
‣    Blog: leastresistance.net

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OSCON 2012 OpenStack Automation and DevOps Best Practices

  • 1. Automation and DevOps Best Practices Rob Hirschfeld, Dell Matt Ray, Opscode
  • 2. Deploying & Managing a Cloud is not simple. •  Deploying to physical gear on layered networks •  Multiple interlocking projects •  Hundreds of configuration options •  An aggressive 6 month delivery cycle •  Constant innovation on core technologies It does not have to be hard!
  • 3. Problem: Clouds do not operate themselves! Operations Servers Networks Storage Etc. Expertise
  • 4. Ops automation (“devops”) jumpstarts learning, reduces complexity and manages scale. Operations Automation ic (DevOps) ur Top O Servers Networks Storage Etc. Operations Expertise
  • 5. DevOps is CAMS ‣  Culture ‣  Automation ‣  Measurement ‣  Sharing
  • 6. Foundation for Success: Open Operations ‣  Start with “Operations as Code” ‣  Leverage the community ‣  Write Operations code so it can be openly shared ‣  Learn from other people’s experience ‣  Make operations a priority ‣  Engage developers in operations challenges ‣  Make deployability a dev & test concern ‣  These are central issues to Opscode & Dell
  • 7. What is Chef? ‣  An Open Source automation platform to continuously define, build, and manage infrastructure. ‣  Chef enables people to easily build & manage complex & dynamic applications at massive scale ‣  Built on the idea of Infrastructure as Code ‣  Programmatically provision and configure nodes ‣  Reconstruct business from code repository, data backup, and bare metal resources.
  • 8. How Can Chef Help? Blueprint Your Build Anything… And Manage It Simply Infrastructure Provision compute • Introduce continuous • Compute resources in the Data incremental change or total change. • Application Center and the Cloud • Infrastructure • Automatically reconfigure • Storage everything • Security • Application Stacks • Re-provision for disaster • Network • Big Data recovery • Configuration Standards • HPC • Fail-over to bare metal • IaaS • Monitor for compliance • PaaS • Cloud migrations become Using 1,000’s of man- trivial • SaaS days of prior art!
  • 9. A model for reuse that works! 500+ Cookbooks © Opscode, 2011 – Confidential – DO NOT DISTRIBUTE 9
  • 10. The Path to Full Automation Full Continuous Infrastructure Deployment Automation Application Configuration Management Common Discovery and Management Automation Visibility Tasks: Scripts, OS Compliance, Updates & Patches
  • 11. OpenStack has a lot of interlocking parts!
  • 12. …and it matters how they are deployed! Cookbooks
  • 13. Clouds are a complex: not like an app ‣  Building up OpenStack requires a system view ‣  Breaking projects into discrete cookbooks enables maintainability ‣  Conventions are needed so that projects and cross reference each other ‣  Networking is critical ‣  Each component requires correct VLAN, teaming and virtual bridge configuration. ‣  Each site has unique networking needs (IP, subnet, VLAN) ‣  NIC enumeration can break even the simplest scipts ‣  Hardware configuration is boring but very important ‣  Application choices force configuration changes (late binding) ‣  Small mistakes can be very expensive to find and fix ‣  We needed a way to make deploy simpler, faster & repeatable
  • 14. OpenStack Installer: Dell Crowbar Project ‣  Field Proven Technologies ‣  Build on locally deployed Chef Server, Raw servers to full cloud in <2 hours, Multi-Node from the ground up, Hardened with over a year of real deployments ‣  Apache 2 Open Source (on github/dellcloudedge) ‣  Multi-Apps (OpenStack & Hadoop), Multi-OS (Ubuntu, RHEL, CentOS, SUSE), Development “in the open” w/ community engagement ‣  OpenStack Releases (dell.com/OpenStack) ‣  Cactus, Diablo and Essex! ‣  Not Dell Hardware Limited
  • 15. Crowbar Builds Up Clouds in layers APIs, User Access, & Ecosystem Partners Ops Management Dell “Crowbar” Cloud Infrastructure Core Components & Operating Systems Physical Resources
  • 16. 1) Hardware Configuration APIs, User Access, & Ecosystem Partners Ops Management Dell “Crowbar” Cloud Infrastructure Core Components & Operating Systems Physical Resources
  • 17. 2) OS and Ops Infrastructure APIs, User Access, & Ecosystem Partners Ops Management Dell “Crowbar” Cloud Infrastructure Core Components & Operating Systems * Physical Resources * Suse pending, based on open source activity
  • 18. 3) Cloud Platform Integration APIs, User Access, & Ecosystem Partners Ops Management Dell “Crowbar” Cloud Infrastructure Core Components & Operating Systems * Physical Resources * Suse pending, based on open source activity
  • 19. 4) Cloud App Management APIs, User Access, & Ecosystem Partners Ops Management Dell “Crowbar” Cloud Infrastructure Core Components & Operating Systems Physical Resources
  • 20. OpenStack Orchestration: Chef & Crowbar Status (po st) Orchestration State Machine OpenStack Components Ops Management Crowbar Magic Happens! nt Clie Dell “Crowbar” f- Che Run List Chef-Client Network Configuration Chef Server Chef-C lient Operating System Config. Che f-C lien t Hardware Config (uses “Sledgehammer”) DHCP Server(s) t PXE Boo
  • 21. Crowbar & OpenStack Cookbooks ‣  Having cookbooks is not enough, Crowbar also ‣  Understands how the cookbooks connect together ‣  Helps you plan out the networking & server allocations ‣  Crowbar has a consistent Chef design approach ‣  “Proposal” databags to setup attributes and run-lists ‣  Consistent naming conventions ‣  Roles to link things together – A LOT OF ROLES ‣  Crowbar adds many cookbooks for network, monitoring, provisioning & hardware config.
  • 22. Chef for OpenStack ‣  Community for the automated deployment and management of OpenStack ‣  opscode.com/openstack/ ‣  Cookbooks ‣  Documentation ‣  Mailing list ‣  groups.google.com/group/opscode-chef-openstack ‣  IRC ‣  #openstack-chef on irc.freenode.net
  • 23. Chef for OpenStack Goals Already a lot of OpenStack deployments managed with Chef ‣  Provide a stable set of core OpenStack cookbooks ‣  Document how the pieces work together ‣  Evolve to keep up with latest changes ‣  Expand support into new technologies ‣  Operating systems, databases, hypervisors, etc. ‣  Alternate storage types ‣  Alternate networking implementations for Quantum
  • 24. Chef for OpenStack Roadmap ‣  Get stable Essex cookbooks out ‣  Establish patterns of collaboration ‣  Continuous Integration and gated testing ‣  Folsom milestones ‣  Documentation, documentation, documentation
  • 25. Upstreaming accelerates strong deploys ‣  Feedback loops enable cookbooks to mature quickly Community Cookbooks Dell Crowbar Chef Cloud A Host B Crowbar Dell Cloud A Chef Community Community Customers Customers
  • 26. Infrastructure as Code Repositories ‣  Deploy your data center with Crowbar ‣  Store this in version control ‣  Test your changes ‣  Promote to production ‣  Rinse, repeat ‣  OpenStack deployment is managed with Chef ‣  See above ‣  Deploy your applications on OpenStack with Chef ‣  See above
  • 27. Deploy Your Applications on OpenStack ‣  Nova Dashboard ‣  Knife OpenStack ‣  enStratus ‣  Hybrid Cloud!?
  • 29. knife-openstack $ knife openstack Available openstack subcommands: (for details, knife SUB- COMMAND --help) ** OPENSTACK COMMANDS ** knife openstack flavor list (options) knife openstack image list (options) knife openstack server create (options) knife openstack server delete SERVER [SERVER] (options) knife openstack server list (options)
  • 30. knife-openstack knife openstack server create --flavor 1 --image 7 -S keypair -r 'role[hadoop-worker]’ ‣  Deploy applications on top of OpenStack ‣  Manage them with Chef ‣  Configuration backed by version control ‣  Transfer your infrastructure anywhere
  • 31. Challenges ‣  Making Community work sharable ‣  Testing / Validation ‣  Community ‣  Keeping on Upstreams ‣  Automation (Tempest & CI) ‣  Linking Dev and Ops ‣  Upgrade Process ‣  # of configurations
  • 32. Join the Community & Get Started ‣  Invest in reusing community code ‣  Respect abstractions & patterns from community code ‣  Participate in communities ‣  Submit bugs (and patches!) ‣  Use Upstreams! ‣  Community Cookbooks… Opscode ‣  community.opscode.com ‣  Deploy Infrastructure… Dell Crowbar ‣  github.com/dellcloudedge/crowbar
  • 33. Thanks! Rob Hirschfeld ‣  rob_hirschfeld@dell.com ‣  Twitter: @zehicle ‣  Blog: robhirschfeld.com Matt Ray ‣  matt@opscode.com ‣  Twitter/GitHub/IRC: @mattray ‣  Blog: leastresistance.net