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Opscode Webinar: Managing Your VMware Infrastructure with Chef
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Opscode Webinar: Managing Your VMware Infrastructure with Chef


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Slides from 09-12-2013 Opscode webinar on using Chef to automate your VMware infrastructure.

Slides from 09-12-2013 Opscode webinar on using Chef to automate your VMware infrastructure.

Published in: Technology, Self Improvement

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  • 1. Managing Your VMware Infrastructure with Chef An intro to Chef and the various tools you can use to administer your VMware environment Yvo van Doorn Opscode, Inc.
  • 2. A quick agenda • Quick overview of Chef (some basic lingo & concepts) • Integration points • Demo of vagrant & VMware Fusion • Demo of knife-vsphere & VMware vCenter • Q&A
  • 3. Chef – A quick introduction
  • 4. Chef – A quick overview • Chef is an Configuration Management Tool • Think Chef as Infrastructure as Code • Chef‟s server is completely API driven. • Uses an utility called „knife‟ on a workstation to talk to the Chef server • Chef client is written in Ruby, but you do not need to learn Ruby to use Chef. • Chef supports Linux variants, Unix variants and Windows, all as first class citizens. • Comes in two flavors: Open source & Enterprise Chef.
  • 5. Chef – Lets break down the terms: Resource • A resource is a definition of an action that can be taken. • Example would be the installation of a package or maintaining a configuration file. • The chef-client will parse every resource and associate them with a provider. • Example: Yum provider is used during the installation of a package on a CentOS / Red Hat host or enabling / installing IIS on a Windows Server On Linux based OSes: On Windows based OSes:
  • 6. Chef – Lets break down the terms: Recipe • A recipe is a collection of resources. • Each resource is executed in the order they are listed. • Chef client does not get opinionated. It depends on the user (you) to know in what order things should be put down. • A basic recipe would consist of the package, template, and service resources On Linux based OSes: On Windows based OSes:
  • 7. Chef – Lets break down the terms: Cookbook • A cookbook is a set of recipes. • A cookbook is a defined set of items and different outcomes that you expect to address • A cookbook could have a recipe to install apache2/httpd but also another set of recipe to activate modules required. • The „default‟ recipe will be run when no specific recipe is specified.
  • 8. Chef – Workstation / Node / Server • Workstation • A host that has a copy of the chef environment setup • Often your personal workstation you are working from • A workstation can be a Linux, Mac or Windows based host, we don‟t care. • Uses a management tool called „knife‟ which talks to Chef APIs over HTTPS • Knife can (and should) be extended to provide additional functionality • This is where a lot of our integration story will take place • Server • Hosts the cookbooks, attributes, search data, node data, and user information for your organization. • Very scalable. The server is a repository of your cookbooks, but the actual work is done on the node • Node • The end point, whether it is bare metal, ec2 or a VMware virtual machine instance, is something running the „chef-client‟.
  • 9. Putting it all together…
  • 10. Open Source Chef server • Full single “org” Chef server • Same API & client as Enterprise Chef • Search based capabilities • Absolutely free & code is available on github Enterprise Chef • Both offered as a hosted by Opscode solution and on premise / in your own datacenter solution. • Hosted Enterprise Chef comes with 5 free nodes (0 billing information required) • Fastest way to get started with Chef. All you do is set up your workstation and bootstrap your first instance. • Enterprise Chef features • multi tenancy support • role based access (including integration into Active Directory) • Soon: pushy & reporting Two flavors of Chef Server
  • 11. So where does VMware fit into this?
  • 12. 4 integration points for Chef with VMware VMware Fusion / VMware Workstation VMware ESXi VMware vCenter VMware vCloud Director Vagrant Plugin knife-esx knife-vsphere knife-vcloud
  • 13. VMware Fusion / Workstation & Vagrant • Vagrant is a tool used to quickly spin up & down new development environments, locally, on your workstation or laptop. • Used for development to test automation or deployments of new software, or in Chef‟s case: cookbooks. • The vagrant plugin for Vmware Fusion/Workstation is an pay for add on for the free vagrant (
  • 14. VMWare ESXi & knife-esxi • Interacts with your solo, or non managed ESXi host. • Uses knife & fog to interact with APIs presented on the ESXi host. • Can list, delete and clone VMs on a single ESXi host. • Installs (bootstraps) Chef & makes it part of a chef server and, additionally, can be configured to add the new node to specific environments and/or roles on your Chef server. • Community maintained & under active development @
  • 15. VMWare vSphere & knife-vsphere • Integrates with your existing vSphere vCenter installation • Uses knife & fog to interact with the vSphere API. • Can list, clone, delete, snapshot VMs via knife • Can also list datastores, resource pools and clusters. • Can also execute commands on running VMs • When cloning a VM, can interact with a customization specs to customize vCPUs, vRAM, IPs, hostname, etc at VM creation. • Requires a VM template that can be customized like Ubuntu, Red Hat or Windows. • Hint: when using CentOS, set the OS type to Red Hat not CentOS to take advantage of this! • Community maintained & under active development @
  • 16. VMWare vCloud Director & knife-vcloud • Integrates with your vCloud Director installation • Uses knife & fog to interact with the APIs presented by vCloud Director • Like knife-vsphere, can list, add, delete VMs through knife • In addition to knife-vsphere, can also deploy vApps. • Maintained by Opscode but seeking more community contributions @
  • 17. Advantages when using Chef in a VMware environment • No more golden images. Don’t simply brush this off, think about it…. • Maintain a VMware template that is “just enough OS”. • Use Chef‟s bootstrapping through various integration points to install Chef & configure the node as you specified in the command. • Instead of managing snapshot chains of a VM, you update the Chef recipe, create a new VM and delete the old. • Your VMs are no longer special snow flakes, they are objects that are defined from the Chef cookbooks you‟ve written. • Knife uses APIs to communicate with your ESXi/vCenter/vCloud host.
  • 18. Demo: Vagrant & VMware Fusion
  • 19. Demo: knife-vsphere & VMware vCenter