SlideShare a Scribd company logo
Automation in the Small: 
Code to Cloud 
Jay Barker 
21 August 2014
Why automation? 
Automation in the Small: Code to Cloud | Jay Barker 2 
Go Faster, 
Save Time 
flic.kr/p/nYT2s4 
Complexity 
& Scale 
flic.kr/p/28i54x 
Relax 
flic.kr/p/3tj1VR 
Be Flexible 
flic.kr/p/4wNdu5
xkcd.com 
Automation in the Small: Code to Cloud | Jay Barker 3
About your presenter 
• Jay Barker 
• 10+ years as software engineer & manager 
• Manager, Software Development 
@ mobile.de, an ebay company 
• Further details & contact information 
www.jbarker.com 
Automation in the Small: Code to Cloud | Jay Barker 4
Automation in the Small: 
Code to Cloud 
• Automation techniques for individuals and tiny teams 
• A set of integrated tools, just one example of many ways to 
automate local development & cloud deployment 
• Related code & documentation are on Github 
– github.com/jbarker/dev-automation-small 
– Further details in README.md file 
– Some ‘demo’ steps make use of this repository 
• This presentation is on SlideShare 
– slideshare.net/jbrkr/automation-smallcodeclouddevops 
Automation in the Small: Code to Cloud | Jay Barker 5
The Tools 
Automation in the Small: Code to Cloud | Jay Barker 6 
Homebrew 
packages 
brew.sh 
VirtualBox 
virtualization 
virtualbox.org 
Packer 
imaging 
packer.io 
Ansible 
provisioning 
ansible.com
AUTOMATION 
Easy software installation & upgrades
Use a Package Manager 
• Take control of software updates with a package manager 
• Linux has built-in options, e.g. apt, yum 
• For Windows, consider Chocolatey 
• For Max OS X, consider Homebrew with Cask 
– Some ‘demo’ steps assume both are installed 
• Demo: install Homebrew & Cask  
$ 
ruby 
-­‐e 
"$(curl 
-­‐fsSL 
https:// 
raw.github.com/Homebrew/homebrew/go/install)" 
$ 
brew 
config 
$ 
brew 
install 
caskroom/cask/brew-­‐cask 
brew.sh / caskroom.io 
Automation in the Small: Code to Cloud | Jay Barker 8
Automated package 
installation 
• Demo: install the latest stable git from the community to 
override the old version bundled by Apple  
$ 
brew 
install 
git 
$ 
git 
-­‐-­‐version 
> 
git 
version 
2.0.4 
• Demo: install & run a GUI application, Github for Mac  
$ 
brew 
cask 
install 
github 
$ 
github 
-­‐-­‐help 
$ 
github 
git-scm.com / mac.github.com 
Automation in the Small: Code to Cloud | Jay Barker 9
AUTOMATION 
Run prepared virtual machines
Automation in the Small: Code to Cloud | Jay Barker 11 
Use a local Virtualization app 
• Run virtual machines (VMs) on your host machine 
• Install a virtualization app running on your host machine 
• One free, cross-platform option is VirtualBox 
• Other options include: Parallels Desktop, VMWare Fusion 
• Demo: install VirtualBox for Mac  
$ 
brew 
cask 
install 
virtualbox 
$ 
virtualbox 
virtualbox.org
Automation in the Small: Code to Cloud | Jay Barker 12 
Use local VMs for testing 
• Example: testing web applications with Internet Explorer on 
Windows 
• Use the ievms project for automated VMs installation from 
Microsoft’s official source, modern.ie 
• Demo: clone the ievms project, then download & install 
various versions of Windows with Internet Explorer 
Warning: this may take awhile due to large downloads! 
$ 
git 
clone 
https://github.com/xdissent/ 
ievms.git 
$ 
cd 
ievms 
$ 
./ievms.sh 
github.com/xdissent/ievms
AUTOMATION 
Create custom virtual machines
Automation in the Small: Code to Cloud | Jay Barker 14 
Use a Provisioning tool 
• Let’s create a new custom virtual machine 
• We can use Packer to provision this virtual machine 
• Demo: install Packer using Homebrew  
$ 
brew 
tap 
homebrew/binary 
$ 
brew 
install 
packer 
packer.io
Automation in the Small: Code to Cloud | Jay Barker 15 
Provision a new local VM 
• For the operating system, let’s use Debian 7.x x86_64 
Network installation ISO 
• Tip: Be sure to configure SSH access to your VM! 
– Recommended is access by public/private key pair 
– Your public key may already be available in a 
convenient location 
• e.g. github.com/example-username.keys 
• Demo: provision the VM with Packer 
Warning: this may take awhile due to large downloads! 
$ 
cd 
packer 
$ 
packer 
build 
-­‐only=virtualbox-­‐iso 
-­‐force 
debian-­‐7.x-­‐amd64.json 
debian.org
Automation in the Small: Code to Cloud | Jay Barker 16 
Import & start the new VM 
• Import your virtual machine into VirtualBox 
• Start your virtual machine in headless mode (no UI!) 
• Demo: import the new VM created by Packer 
$ 
VBoxManage 
import 
packer-­‐debian-­‐7.x-­‐amd64-­‐ 
virtualbox/packer-­‐debian-­‐7.x-­‐amd64.ovf 
$ 
VBoxManage 
list 
vms 
• Demo: launch the new VM with VirtualBox 
$ 
VBoxHeadless 
-­‐s 
"packer-­‐debian-­‐7.x-­‐amd64"
Automation in the Small: Code to Cloud | Jay Barker 17 
Use a Configuration 
Management tool 
• Configure your VMs the same way, every time 
• Use a configuration management tool to define & maintain 
machine configurations 
• Let’s use Ansibile to configure the local virtual machine 
• Other options include: Chef, Puppet, Salt Stack 
• Demo: install Ansible using Homebrew  
$ 
brew 
install 
ansible 
ansible.com
Automation in the Small: Code to Cloud | Jay Barker 18 
Configure your new VM 
• Ansible will setup your machine using configuration that 
you define in a YAML file 
• Ansible requires SSH access to your VM 
– You should configure a public/private key pair for access 
when creating your VM 
• Demo: ping your running VM with Ansible 
$ 
cd 
ansible 
$ 
ansible 
-­‐i 
inventory.ini 
all 
-­‐m 
ping 
• Demo: configure your running VM with Ansible 
$ 
ansible 
-­‐i 
inventory.ini 
all 
-­‐m 
setup 
-­‐vvvv
AUTOMATION 
Configure a cloud server
Choose a Cloud provider 
Automation in the Small: Code to Cloud | Jay Barker 20 
• Many popular choices for cloud providers. Choose a cloud 
provider that best fits your needs! 
• Possible considerations 
– common operating system offering, like Debian 
– integration with preferred tools, like Packer 
• Some options with both Debian & Packer integration: 
– DigitalOcean 
• digitalocean.com/community/tags/debian 
– Amazon EC2 
• wiki.debian.org/Cloud/AmazonEC2Image 
– Google Compute Engine 
• wiki.debian.org/Cloud/GoogleComputeEngineImage 
– OpenStack 
• wiki.debian.org/OpenStack
Configure your Cloud server 
Automation in the Small: Code to Cloud | Jay Barker 21 
• Use the same tools for cloud development and local 
development 
• Provision a custom machine with Packer 
Many builders supported out-of-the-box 
• Configure your machine with Ansible 
Works great via standard SSH 
• Test in a Virtual Machine locally with VirtualBox 
Host in all popular desktop operating systems 
• Test in cloud instances with your preferred provider 
• Deploy to indentical cloud instances for production use 
?
AUTOMATION 
In summary
In summary + Q&A 
• Automation: Go Faster, Save Time / Be Flexible / 
Complexity & Scale / Relax 
• Package management for software installation & upgrades 
– Homebrew & Cask on Mac OS X 
– Similar options on Linux or Windows 
• Virtualization for local development & testing 
– VirtualBox for running custom & prepared machines 
• Provisioning & configuration management 
– Packer & Ansible with Debian Linux 
• Configure, test, & deploy to cloud instances 
– Your preferred provider with standard tools 
flic.kr/p/iVLZt 
Automation in the Small: Code to Cloud | Jay Barker 23

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Automation in the Small: Code to Cloud

  • 1. Automation in the Small: Code to Cloud Jay Barker 21 August 2014
  • 2. Why automation? Automation in the Small: Code to Cloud | Jay Barker 2 Go Faster, Save Time flic.kr/p/nYT2s4 Complexity & Scale flic.kr/p/28i54x Relax flic.kr/p/3tj1VR Be Flexible flic.kr/p/4wNdu5
  • 3. xkcd.com Automation in the Small: Code to Cloud | Jay Barker 3
  • 4. About your presenter • Jay Barker • 10+ years as software engineer & manager • Manager, Software Development @ mobile.de, an ebay company • Further details & contact information www.jbarker.com Automation in the Small: Code to Cloud | Jay Barker 4
  • 5. Automation in the Small: Code to Cloud • Automation techniques for individuals and tiny teams • A set of integrated tools, just one example of many ways to automate local development & cloud deployment • Related code & documentation are on Github – github.com/jbarker/dev-automation-small – Further details in README.md file – Some ‘demo’ steps make use of this repository • This presentation is on SlideShare – slideshare.net/jbrkr/automation-smallcodeclouddevops Automation in the Small: Code to Cloud | Jay Barker 5
  • 6. The Tools Automation in the Small: Code to Cloud | Jay Barker 6 Homebrew packages brew.sh VirtualBox virtualization virtualbox.org Packer imaging packer.io Ansible provisioning ansible.com
  • 7. AUTOMATION Easy software installation & upgrades
  • 8. Use a Package Manager • Take control of software updates with a package manager • Linux has built-in options, e.g. apt, yum • For Windows, consider Chocolatey • For Max OS X, consider Homebrew with Cask – Some ‘demo’ steps assume both are installed • Demo: install Homebrew & Cask  $ ruby -­‐e "$(curl -­‐fsSL https:// raw.github.com/Homebrew/homebrew/go/install)" $ brew config $ brew install caskroom/cask/brew-­‐cask brew.sh / caskroom.io Automation in the Small: Code to Cloud | Jay Barker 8
  • 9. Automated package installation • Demo: install the latest stable git from the community to override the old version bundled by Apple  $ brew install git $ git -­‐-­‐version > git version 2.0.4 • Demo: install & run a GUI application, Github for Mac  $ brew cask install github $ github -­‐-­‐help $ github git-scm.com / mac.github.com Automation in the Small: Code to Cloud | Jay Barker 9
  • 10. AUTOMATION Run prepared virtual machines
  • 11. Automation in the Small: Code to Cloud | Jay Barker 11 Use a local Virtualization app • Run virtual machines (VMs) on your host machine • Install a virtualization app running on your host machine • One free, cross-platform option is VirtualBox • Other options include: Parallels Desktop, VMWare Fusion • Demo: install VirtualBox for Mac  $ brew cask install virtualbox $ virtualbox virtualbox.org
  • 12. Automation in the Small: Code to Cloud | Jay Barker 12 Use local VMs for testing • Example: testing web applications with Internet Explorer on Windows • Use the ievms project for automated VMs installation from Microsoft’s official source, modern.ie • Demo: clone the ievms project, then download & install various versions of Windows with Internet Explorer Warning: this may take awhile due to large downloads! $ git clone https://github.com/xdissent/ ievms.git $ cd ievms $ ./ievms.sh github.com/xdissent/ievms
  • 13. AUTOMATION Create custom virtual machines
  • 14. Automation in the Small: Code to Cloud | Jay Barker 14 Use a Provisioning tool • Let’s create a new custom virtual machine • We can use Packer to provision this virtual machine • Demo: install Packer using Homebrew  $ brew tap homebrew/binary $ brew install packer packer.io
  • 15. Automation in the Small: Code to Cloud | Jay Barker 15 Provision a new local VM • For the operating system, let’s use Debian 7.x x86_64 Network installation ISO • Tip: Be sure to configure SSH access to your VM! – Recommended is access by public/private key pair – Your public key may already be available in a convenient location • e.g. github.com/example-username.keys • Demo: provision the VM with Packer Warning: this may take awhile due to large downloads! $ cd packer $ packer build -­‐only=virtualbox-­‐iso -­‐force debian-­‐7.x-­‐amd64.json debian.org
  • 16. Automation in the Small: Code to Cloud | Jay Barker 16 Import & start the new VM • Import your virtual machine into VirtualBox • Start your virtual machine in headless mode (no UI!) • Demo: import the new VM created by Packer $ VBoxManage import packer-­‐debian-­‐7.x-­‐amd64-­‐ virtualbox/packer-­‐debian-­‐7.x-­‐amd64.ovf $ VBoxManage list vms • Demo: launch the new VM with VirtualBox $ VBoxHeadless -­‐s "packer-­‐debian-­‐7.x-­‐amd64"
  • 17. Automation in the Small: Code to Cloud | Jay Barker 17 Use a Configuration Management tool • Configure your VMs the same way, every time • Use a configuration management tool to define & maintain machine configurations • Let’s use Ansibile to configure the local virtual machine • Other options include: Chef, Puppet, Salt Stack • Demo: install Ansible using Homebrew  $ brew install ansible ansible.com
  • 18. Automation in the Small: Code to Cloud | Jay Barker 18 Configure your new VM • Ansible will setup your machine using configuration that you define in a YAML file • Ansible requires SSH access to your VM – You should configure a public/private key pair for access when creating your VM • Demo: ping your running VM with Ansible $ cd ansible $ ansible -­‐i inventory.ini all -­‐m ping • Demo: configure your running VM with Ansible $ ansible -­‐i inventory.ini all -­‐m setup -­‐vvvv
  • 19. AUTOMATION Configure a cloud server
  • 20. Choose a Cloud provider Automation in the Small: Code to Cloud | Jay Barker 20 • Many popular choices for cloud providers. Choose a cloud provider that best fits your needs! • Possible considerations – common operating system offering, like Debian – integration with preferred tools, like Packer • Some options with both Debian & Packer integration: – DigitalOcean • digitalocean.com/community/tags/debian – Amazon EC2 • wiki.debian.org/Cloud/AmazonEC2Image – Google Compute Engine • wiki.debian.org/Cloud/GoogleComputeEngineImage – OpenStack • wiki.debian.org/OpenStack
  • 21. Configure your Cloud server Automation in the Small: Code to Cloud | Jay Barker 21 • Use the same tools for cloud development and local development • Provision a custom machine with Packer Many builders supported out-of-the-box • Configure your machine with Ansible Works great via standard SSH • Test in a Virtual Machine locally with VirtualBox Host in all popular desktop operating systems • Test in cloud instances with your preferred provider • Deploy to indentical cloud instances for production use ?
  • 23. In summary + Q&A • Automation: Go Faster, Save Time / Be Flexible / Complexity & Scale / Relax • Package management for software installation & upgrades – Homebrew & Cask on Mac OS X – Similar options on Linux or Windows • Virtualization for local development & testing – VirtualBox for running custom & prepared machines • Provisioning & configuration management – Packer & Ansible with Debian Linux • Configure, test, & deploy to cloud instances – Your preferred provider with standard tools flic.kr/p/iVLZt Automation in the Small: Code to Cloud | Jay Barker 23