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Managing PostgreSQL with Ansible - FOSDEM PGDay 2016

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This presentation is prepared for FOSDEM PGDay 2016 in Brussels.

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Managing PostgreSQL with Ansible - FOSDEM PGDay 2016

  1. 1. 1 ManagingManaging PostgreSQL withPostgreSQL with AnsibleAnsible Gülçin YıldırımGülçin Yıldırım FOSDEM PGDay 2016, Brussels
  2. 2. 2 select * from me;select * from me; Postgres DBA @ Studying MSc Comp. & Systems Eng. @ Studied BSc Maths Eng. @ Writes blog on 2ndQuadrant Does some childish Loves independent films 2ndQuadrant Tallinn University of Technology Yildiz Technical University blog paintings @ Skype: gulcin2ndq Github: apatheticmagpie gulcin
  3. 3. 3 What is Ansible?What is Ansible? “ Simple, agentless and powerful open source IT automation tool Provisioning Configuration Management Application Deployment Continuous Delivery Security & Compliance Orchestration
  4. 4. 4 What are the options?What are the options?
  5. 5. 5 What are the options?What are the options?
  6. 6. 6 Why Ansible?Why Ansible? Agent-less architecture (no agent is required, everything is done by using SSH, ssh for communication) No centralized server, no client-side agents SSH based Configuration as data, not code (YAML files) Batteries included Full conf. management, deployment and orchestration Custom modules can be written in any programming language. JSON input/output is sufficient to integrate a module into Ansible.
  7. 7. 7 Life before AnsibleLife before Ansible Multiple ssh, control panels, editing config files manually.
  8. 8. 8 Let's install AnsibleLet's install Ansible Debian or Ubuntu:Debian or Ubuntu: apt-get install python-dev python-setuptools easy_install pip pip install ansible boto Mac OS X:Mac OS X: sudo easy_install pip sudo pip install ansible boto
  9. 9. 9 Code of this talkCode of this talk This example: Provision Amazon VPC and EC2 instances Install latest PostgreSQL packages Setup a streaming replication with 1 master and 2 standbys Add a new standby server github.com/gulcin/pgconfeu2015
  10. 10. 10 Building BlocksBuilding Blocks Typically, our solutions executes tasks for an inventory, utilizing some modules, using or populating some variables, processing some file templates, in a playbook, which can be organized in roles.
  11. 11. 11 InventoryInventory Tells Ansible about hosts it should manage Hostnames, IPs, ports, SSH parameters Server specific variables 2 common ways to provide Ansible an inventory: Static inventory: A flat INI file (e.g., ) Dynamic inventory: An application returning a JSON data (e.g.,: for Amazon EC2) Hosts are grouped. They can belong to multiple groups Groups can also belong to multiple groups hosts.ini ec2.py
  12. 12. 12 InventoryInventory Below inventory file in INI format contains 3 hosts under 2 groups. There is also a 3rd group which contains other groups and all of the hosts. # "master" group with 1 host [master] postgresql-master ansible_ssh_host=10.0.0.5 ansible_ssh_user=ubuntu # "standby" group with 2 hosts [standbys] postgresql-standby-01 ansible_ssh_host=10.0.0.10 ansible_ssh_user=ubuntu postgresql-standby-02 ansible_ssh_host=10.0.0.11 ansible_ssh_user=ubuntu # the "replication" group contains both "master" and "standbys" groups [replication:children] master standbys
  13. 13. 13 ModuleModule Modules provide Ansible means to control or manage resources on local or remote servers. They perform a variety of functions. For example a module may be responsible for rebooting a machine or it can simply display a message on the screen. Ansible allows users to write their own modules and also provides out-of-the-box core or extras modules. Core Extras
  14. 14. 14 ModuleModule Some of the most commonly used modules are: File handling: file, stat, copy, template Remote execution: command, shell Service management: service Package management: apt, yum, bsd, ports Source control systems: git, subversion
  15. 15. 15 TaskTask Tasks are responsible for calling a module with a specific set of parameters. Each Ansible task contains: a descriptive name [optional] a module to be called module parameters pre/post-conditions [optional] processing directives [optional] They allow us to call Ansible modules and pass information to consecutive tasks.
  16. 16. 16 TaskTask Below task invokes the "file" module by providing 4 parameters. It ensures 3 conditions are true: /var/lib/postgresql exists as a directory owner of /var/lib/postgresql is "postgres" group of /var/lib/postgresql is "postgres" If it doesn't exist, Ansible creates the directory and assigns owner & group. If only the owner is different, Ansible makes it "postgres". - name: Ensure the data folder has right ownership file: path="/var/lib/postgresql" state=directory owner=postgres group=postgres
  17. 17. 17 TaskTask Following example shows relationships between tasks. The first task checks if a device exists and the second task mounts the device depending on the result from the first task. Please note "register" and "when" keywords. - name: Check if the data volume partition exists stat: path=/dev/sdc1 register: partition - name: Ensure the PostgreSQL data volume is mounted mount: src=/dev/sdc1 name="/var/lib/postgresql/9.4" fstype=ext4 state=mounted when: partition.stat.exists is defined and partition.stat.exists
  18. 18. 18 VariableVariable Variables in Ansible are very useful for reusing information. Sources for variables are: Inventory: We can assign variables to hosts or groups (group vars, host vars). YAML files: We can include files containing variables. Task results: Result of a task can be assigned to a variable using the register keyword as shown in the previous slide. Playbooks: We can define variables in Ansible playbooks (more on that later). Command line: (-e means extra variable // -e "uservar=gulcin")
  19. 19. 19 VariableVariable There is also discovered variables (facts) and they can be found by using module: All of the output in json: bios_version, architecture, default_ipv4_address, ansible_os_family, etc. You can use variables in tasks, templates themselves and you can iterate over using with_type functions. setup ansible -i hosts.ini -m setup hostname - name: Ensure PostgreSQL users are present postgresql_user: state: present name: "{{ item.name }}" password: "{{ item.password }}" role_attr_flags: "{{ item.roles }}" with_items: postgresql_users
  20. 20. 20 TemplateTemplate We can think templates as our configuration files. Ansible lets us use the for reforming and parameterising our files. The Jinja2 templating engine offers a wide range of control structures, functions and .. Some of useful capabilities of Jinja2: for-loops join(), default(), range(), format() union(), intersect(), difference() | to_json, | to_nice_yaml, | from_json, | from_yml | min, | max, | unique, | version_compare, | random Jinja2 template engine filters
  21. 21. 21 TemplateTemplate *:*:*:{{ postgresql_replication_user.name }}:{{ postgresql_replication_user.password }} Let's check our template:pgpass.j2 Let's have a look at file, too:pg_hba.conf.j2 # Access to user from local without password, from subnet with password {% for user in postgresql_users %} local all {{ user.name }} trust host all {{ user.name }} {{ ec2_subnet }} md5 {% endfor %} # Replication user for standby servers access {% for standby_ip in postgresql_standby_ips %} host replication {{ postgresql_replication_user.name }} {{ standby_ip }}/32 md5 {% endfor %}
  22. 22. 22 PlaybookPlaybook Playbooks contains Plays Plays contain Tasks Tasks call Modules and may (optionally) trigger handlers (run once, run at the end)
  23. 23. 23 PlaybookPlaybook If Ansible modules are the tools in your workshop, playbooks are your design plans. Ansible playbooks are written using the YAML syntax. Playbooks may contain more than one plays Each play contains: name of host groups to connect to tasks it needs to perform. Strict dependency ordering: everything in file performs in a sequential order. (Before v.2)
  24. 24. 24 PlaybookPlaybook Let's look at our playbook example ( ):main.yml --- - name: Ensure all virtual machines are ready hosts: 127.0.0.1 connection: local vars_files: # load default variables from YAML files below - 'defaults/postgresql.yml' - 'defaults/aws.yml' tasks: - include: 'tasks/provision.yml' # load infrastructure setup tasks - name: Ensure all required PostgreSQL dependencies ready hosts: postgresql-all # manage all PostgreSQL servers sudo: yes sudo_user: root vars_files: - 'defaults/postgresql.yml' - 'defaults/aws.yml' tasks: - include: 'tasks/postgresql.yml' # load PostgreSQL setup tasks ...
  25. 25. 25 RoleRole “ You absolutely should be using roles. Roles are great. Use roles. Roles! Did we say that enough? Roles are great. In Ansible, playbooks organize tasks roles organize playbooks Imagine that we have lots of independent resources to manage (e.g., web servers, PostgreSQL servers, logging, monitoring, AWS, ...). Putting everything in a single playbook may result in an unmaintainable solution.
  26. 26. 26 RoleRole Here you can see a dependency graph and the corresponding role directory structure:
  27. 27. 27 How to Invoke Ansible?How to Invoke Ansible? To work with Ansible, we have 2 main alternatives; 1. Running ad-hoc commands 2. Running playbooks Let's check them out one by one.
  28. 28. 28 Ad-hoc CommandsAd-hoc Commands We can call any Ansible module from the command line, anytime. The ansible CLI tool works like a single task. It requires an inventory, a module name, and module parameters. For example, given an inventory file like: Now we can call any module. [dbservers] db.example.com
  29. 29. 29 Ad-hoc CommandsAd-hoc Commands We can check uptimes of all hosts in dbservers using: Here we can see the Ansible output: ansible dbservers -i hosts.ini -m command -a "uptime" gulcin@apathetic ~ # ansible dbservers -i hosts.ini -m command -a "uptime" db.example.com | success | rc=0 >> 21:16:24 up 93 days, 9:17, 4 users, load average: 0.08, 0.03, 0.05
  30. 30. 30 How to Run Playbooks?How to Run Playbooks? For more complex scenarios, we can create playbooks or roles and ask Ansible to run them. When we run a playbook or a role, Ansible first gathers a lot of useful facts about remote systems it manages. These facts can later be used in playbooks, templates, config files, etc. We can use the ansible-playbook CLI tool to run playbooks.
  31. 31. 31 How to Run Playbooks?How to Run Playbooks? Given an inventory file like this: We may have a playbook that connects to hosts in dbservers group, executes the uptime command, and then displays that command's output. Now let's create a simple playbook to see how it can be ran. [dbservers] db.example.com
  32. 32. 32 How to Run Playbooks?How to Run Playbooks? Here is the main.yml file for the playbook we just described: --- - hosts: dbservers tasks: - name: retrieve the uptime command: uptime register: command_result # Store this command's result in this variable - name: Display the uptime debug: msg="{{ command_result.stdout }}" # Display command output here
  33. 33. 33 How to Run Playbooks?How to Run Playbooks? Now we can run the playbook and see it's output here: gulcin@apathetic ~ $ ansible-playbook -i hosts.ini main.yml PLAY [dbservers] ************************************************************** GATHERING FACTS *************************************************************** ok: [db.example.com] TASK: [retrieve the uptime] *************************************************** changed: [db.example.com] TASK: [Display the uptime] **************************************************** ok: [db.example.com] => { "msg": " 15:54:47 up 3 days, 14:32, 2 users, load average: 0.00, 0.01, 0.05" } PLAY RECAP ******************************************************************** db.example.com : ok=3 changed=1 unreachable=0 failed=0
  34. 34. 34 Postgres modulesPostgres modules My blog post covers Ansible PostgreSQL modules: You can find the related Postgres modules' examples on my github . Ansible Loves PostgreSQL repo : Creates/removes a given db. : Adds/removes extensions from a db. : Adds/removes users and roles from a db. : Grants/revokes privileges on db objects (table, sequence, function, db, schema, language, tablespace, group). : Adds, removes or changes procedural languages with a db. postgresql_db postgresql_ext postgresql_user postgresql_privs postgresql_lang
  35. 35. 35 postgresql_dbpostgresql_db Creates/removes a given db. In Ansible terminology, it ensures that a given db is present or absent. Required param: name Connection params: login_host, port,login_user, login_password Important param: state (present or absent) Create db module_test Remove db module_test
  36. 36. 36 postgresql_extpostgresql_ext Adds/removes extensions from a db. PostgreSQL offers a wide range of extensions which are extremely helpful. Mandatory params: db and name (for extension) Other params: state and connection params (login_host, port) as in postgres_db
  37. 37. 37 postgresql_userpostgresql_user Adds/removes users and roles from a db. Parameters: name (mandatory), state, connection params, db, password, priv, role_attr_flags ([NO]SUPERUSER, [NO]CREATEDB..) Creates user Alters role and gives login and createdb
  38. 38. 38 postgresql_privspostgresql_privs Grants/revokes privileges on db objects (table, sequence, function, db, schema, language, tablespace, group). Required params: database, roles Important opt. params: type (i.e. table,sequence,function), objs, privs (i.e. ALL; SELECT, UPDATE, INSERT)
  39. 39. 39 postgresql_langpostgresql_lang Adds, removes or changes procedural languages with a db. “ One of the very powerful features of PostgreSQL is its support for virtually any language to be used as a procedural language. Params: lang (mandatory), db, connection params, state, cascade, trust
  40. 40. 40 AWS modulesAWS modules Ansible provides more than 50 modules for provisioning and managing Amazon Web Services resources. We have modules for: EC2 (Virtual machine instances) AMI (Virtual machine images) ELB (Load balancers) VPC (Networking infrastructure) EBS (Storage infrastructure) ... http://docs.ansible.com/ansible/list_of_cloud_modules.html
  41. 41. 41 AWS modulesAWS modules Ansible AWS modules are developed using . Boto is a Python package that provides interfaces to Amazon Web Services. For more complex workflows, we can use the script to discover dynamic inventories for our playbooks: Download ec2.py and ec2.ini from cp ec2.py /etc/ansible/hosts cp ec2.ini /etc/ansible chmod +x /etc/ansible/hosts Boto ec2.py github.com/ansible/ansible/tree/devel/contrib/inventory
  42. 42. 42 Playbook structurePlaybook structure
  43. 43. 43 Playbook AWS architecturePlaybook AWS architecture
  44. 44. 44 Action!Action!
  45. 45. 45 First runFirst run
  46. 46. 46 Verify setupVerify setup
  47. 47. 47 New standby serverNew standby server
  48. 48. 48 ConclusionConclusion Ansible loves PostgreSQL and Ansible has a very active community. <wishlist> That's why more PostgreSQL modules would be helpful for everyone. Making contributions to Ansible will be appreciated :) </wishlist>
  49. 49. 49 Questions?Questions? Huge Thanks!Huge Thanks!
  50. 50. 50 ReferencesReferences Ansible quick start video Review: Puppet vs Chef vs Ansible vs Salt Managing PostgreSQL with Ansible in EC2 Jinja2 for better Ansible playbooks and templates Edmund The Elephant http://www.ansible.com/videos http://www.infoworld.com/article/2609482/data- center/data-center-review-puppet-vs-chef-vs-ansible-vs-salt.html https://www.safaribooksonline.com/library/view/velocity-conference- 2013/9781449371630/part22.html https://blog.codecentric.de/en/2014/08/jinja2-better-ansible-playbooks-templates/ https://dribbble.com/shots/2223604-Edmund-The-Elephant

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