Building Successful Practices into Your Continuous Delivery Workflow

Every business is becoming a software business. The transformations underway require dynamic infrastructure, automating the stack, and changing the way value is delivered to your customers.

This talk looks at the ways Chef helps you manage your infrastructure as code. We'll explore the workflow changes that Chef enables and end with a demonstration of the entire Chef workflow. Along the way, you'll learn about Chef, DevOps, continuous delivery, and compliance.

This presentation was given at the Microsoft Reactor in San Francisco on February 10, 2016. A video of the presentation is available at https://youtu.be/6SQorG4agaU.

Transcript

1. Nathen Harvey | VP, Community Development | nharvey@chef.io
2. Nathen Harvey •  VP, Community Development at Chef •  Co-host of the Food Fight Show Podcast •  Occasional farmer – http://ei.chef.io •  Love eggs – http://eggs.chef.io •  Part-time detective - http://bit.ly/detectivedecker •  @nathenharvey •  nharvey@chef.io
4. EVERY business is a software business We’re going to be a software company with airplanes. – CIO, Alaska Airlines
5. Quality and innovation, historically a tradeoff QUALITY/COMPLIANCE RATE OF INNOVATION
6. Challenges Manual processes Weeks to setup new systems or software Legacy systems and tools Inflexible, hard-to-change hardware and software Organizational silos Unwieldy divisions of responsibility Infrequent, large releases Fear of deployment due to risk to SLAs Regulatory burdens Compliance bottleneck at the end of a project
7. Idea Value æ S ƴ Ä Nj Manual processes Weeks to setup new systems or software Legacy systems and tools Inflexible, hard-to-change hardware and software Organizational silos Unwieldy divisions of responsibility Regulatory burdens Compliance bottleneck at the end of a project Infrequent, large releases Fear of deployment due to risk to SLAs Automation New systems and software updates deployed in minutes Solutions to the challenges
8. Idea Value æ S ƴ Ä Nj Manual processes Weeks to setup new systems or software Legacy systems and tools Inflexible, hard-to-change hardware and software Organizational silos Unwieldy divisions of responsibility Regulatory burdens Compliance bottleneck at the end of a project Infrequent, large releases Fear of deployment due to risk to SLAs Dynamic infrastructure Easy migration to on-demand, cloud-based infrastructure and management of heterogeneous networks Automation New systems and software updates deployed in minutes Solutions to the challenges
9. Idea Value æ S ƴ Ä Nj Manual processes Weeks to setup new systems or software Legacy systems and tools Inflexible, hard-to-change hardware and software Organizational silos Unwieldy divisions of responsibility Regulatory burdens Compliance bottleneck at the end of a project Infrequent, large releases Fear of deployment due to risk to SLAs Increased cooperation and trust Teams are aligned towards common goals Dynamic infrastructure Easy migration to on-demand, cloud-based infrastructure and management of heterogeneous networks Automation New systems and software updates deployed in minutes Solutions to the challenges
10. Idea Value æ S ƴ Ä Nj Manual processes Weeks to setup new systems or software Legacy systems and tools Inflexible, hard-to-change hardware and software Organizational silos Unwieldy divisions of responsibility Regulatory burdens Compliance bottleneck at the end of a project Infrequent, large releases Fear of deployment due to risk to SLAs Increased cooperation and trust Teams are aligned towards common goals Dynamic infrastructure Easy migration to on-demand, cloud-based infrastructure and management of heterogeneous networks Automation New systems and software updates deployed in minutes Solutions to the challenges Continuous delivery of infrastructure and applications Safe, rapid delivery of incremental value
11. Idea Value æ S ƴ Ä Nj Manual processes Weeks to setup new systems or software Legacy systems and tools Inflexible, hard-to-change hardware and software Organizational silos Unwieldy divisions of responsibility Regulatory burdens Compliance bottleneck at the end of a project Infrequent, large releases Fear of deployment due to risk to SLAs Compliance at velocity Integration of compliance into the workflow using automated tests Increased cooperation and trust Teams are aligned towards common goals Dynamic infrastructure Easy migration to on-demand, cloud-based infrastructure and management of heterogeneous networks Automation New systems and software updates deployed in minutes Continuous delivery of infrastructure and applications Safe, rapid delivery of incremental value Solutions to the challenges
12. The game changer: rapid time to value Innovation Quality/ Compliance Dynamic Infrastructure
13. Dynamic infrastructure Migrate applications to the cloud and support hybrid and multi-cloud environments. Automate the management of heterogeneous networks, including legacy systems. •  Provisioning and setting up environments •  Dynamic scaling of compute resources •  Migrating legacy workloads to the cloud •  Multi cloud and hybrid cloud deployment •  Support for heterogeneous environments
14. The game changer: rapid time to value Innovation Quality/ Compliance Dynamic Infrastructure Infrastructure as Code Automate the Stack +
15. Infrastructure as Code •  Programmatically provision and configure components
16. Infrastructure as Code •  Programmatically provision and configure components •  Treat like any other code base
17. Infrastructure as Code •  Programmatically provision and configure components •  Treat like any other code base •  Reconstruct business from code repository, data backup, and compute resources
18. Automation Turn infrastructure into code—infrastructure as code is versionable, testable and repeatable. Manual processes become a thing of the past. •  Automated, full-stack application policies •  Package and service installation •  Versionable, testable, repeatable workflow •  Scalable application policies •  Management of interdependencies across nodes
19. Chef Server Policy State State queries Servers, VMs, cloud instances, etc. running the Chef client •  The Chef server stores policy and configuration data •  The Chef client periodically runs on each node in the network •  Chef clients poll the server for the latest policies •  Chef clients notify the server of their states and can query for the states of other nodes
20. Describe Infrastructure as Code httpd_service 'customers' do mpm 'prefork' action [:create, :start] end httpd_config 'customers' do instance 'customers' source 'customers.conf.erb' notifies :restart, 'httpd_service[customers]' end directory '/var/www/customers/public_html' do recursive true end
21. Test the Code describe 'apache::default' do context 'When all attributes are default, on an unspecified platform' do let(:chef_run) do runner = ChefSpec::ServerRunner.new runner.converge(described_recipe) end it 'converges successfully' do expect { chef_run }.to_not raise_error end it 'installs apache' do expect(chef_run).to install_package 'apache2' end end end
22. Version the Code & the Artifact name 'cmgw' maintainer 'Chef Software, Inc.' maintainer_email 'nharvey@chef.io' license 'apache2' description 'Installs/Configures cmgw' long_description 'Installs/Configures cmgw' version '0.1.0'
23. The game changer: rapid time to value Innovation Quality/ Compliance Dynamic Infrastructure Infrastructure as Code Automate the Stack DevOps + +
24. DEVOPS A cultural and professional movement, focused on how we build and operate high velocity organizations, born from the experiences of its practitioners.
25. PEOPLE PRODUCTS COMPANIES
26. WE ARE LEAN •  Eliminate non-value-added action (Waste/Muda) •  Pull over Push •  Kaizen (Continuous Improvement) •  Kaikaku (Disruptive Change) •  Small Batch + Experimentation
28. UBIQUITOUS WORKFLOW AUTOMATION
29. DIVERSITY
30. DevOps workflow & culture Eliminate silos and lower the overhead of IT operations and service management by supporting DevOps culture. Build communities. •  Unified workflow for application and infrastructure •  Integration with version control for dev and ops •  Support for automated testing of infrastructure and applications •  Integration of security and compliance into product development •  Advanced, high-velocity workflow
31. The rewards?* *source: Dr. Nicole Forsgren research on DevOps More deployments Ship faster Faster MTTR after issues More profits, market share, and productivity Market cap goes up
32. Continuous delivery of infrastructure & apps Implement a high-velocity software delivery pipeline that integrates application and infrastructure. Eliminate the risks incurred with large, infrequent releases. •  Rapid provisioning of dev and test environments •  Ensure consistency and repeatability of environments •  Unified pipeline for infrastructure, runtime environments and applications •  Support for large teams with multiple projects •  Advanced, high-velocity workflow
34. MANAGE RISK •  Small batches, near term hypothesis •  Validation comes from customers •  Introduce near-term volatility to gain decreased long-term risk
36. CONTINUOUS INTEGRATION •  Always integrate branches to master •  They should be short lived, iterative branches •  Fix the build when it goes red
37. THE FOUR-EYE RULE
38. WRITE TESTS •  Unit test (a single function) •  Integration tests (multiple classes/units) •  Functional tests (user-oriented, high-level, full stack) •  Smoke tests (quickly determine if the system is “working”)
39. ONE PATH FOR CHANGE •  The way change moves through your organization is fixed •  Designed to re-enforce your principles and aid flow •  Flexible at the level of execution
40. CODE GOES THROUGH THE SAME WORKFLOW Applications are code Infrastructure is code
41. Security and compliance at velocity Regulatory compliance and security concerns are facts of life for every enterprise. At the same time, competitive pressures are increasing. Embed requirements into the software delivery pipeline. Code makes compliance at velocity possible. •  Embed compliance into the software delivery pipeline •  Automated checking of compliance criteria with analytics •  Structured review process during development •  Discovery and analysis •  Patch management and remediation
42. Chef Provides a Proven Approach to DevOps ... ... ... Targets/Workloads Collaborative Dev Production Chef Server Chef Server Chef Supermarket Assessment Chef Compliance  Search ^ Audit Ǘ Discover Deploy Chef Delivery! Local Dev ê Model ƨ Build ¿ Test Chef DK Chef Client & Cookbooks
43. Chef Provides a Proven Approach to DevOps ... ... ... Targets/Workloads Assessment Chef Compliance  Search ^ Audit Ǘ Discover
44. Chef Provides a Proven Approach to DevOps ... ... ... Targets/Workloads Assessment Chef Compliance  Search ^ Audit Ǘ Discover Local Dev ê Model ƨ Build ¿ Test Chef DK Chef Client & Cookbooks
45. Chef Provides a Proven Approach to DevOps ... ... ... Targets/Workloads Collaborative Dev Assessment Chef Compliance  Search ^ Audit Ǘ Discover Deploy Chef Delivery! Local Dev ê Model ƨ Build ¿ Test Chef DK Chef Client & Cookbooks
46. Unified Pipeline Shape The stages are fixed, and each stage has a fixed set of phases! APPROVE DELIVER Submit Change
47. Unified Pipeline Shape The stages are fixed, and each stage has a fixed set of phases! APPROVE DELIVER Lint Syntax Unit Submit Change
48. Unified Pipeline Shape The stages are fixed, and each stage has a fixed set of phases! APPROVE DELIVER Lint Syntax Unit Submit Change Does this code change look good?
49. Unified Pipeline Shape The stages are fixed, and each stage has a fixed set of phases! APPROVE DELIVER Lint Syntax Unit Security Quality Publish Lint Syntax Unit Submit Change Does this code change look good?
50. Unified Pipeline Shape The stages are fixed, and each stage has a fixed set of phases! APPROVE DELIVER Lint Syntax Unit Security Quality Publish Lint Syntax Unit Provision Deploy Smoke Functional Submit Change Does this code change look good?
51. Unified Pipeline Shape The stages are fixed, and each stage has a fixed set of phases! APPROVE DELIVER Lint Syntax Unit Security Quality Publish Lint Syntax Unit Provision Deploy Smoke Functional Submit Change Does this code change look good? Do we want to ship this?
52. Unified Pipeline Shape The stages are fixed, and each stage has a fixed set of phases! APPROVE DELIVER Lint Syntax Unit Security Quality Publish Lint Syntax Unit Provision Deploy Smoke Functional Provision Deploy Smoke Functional Submit Change Does this code change look good? Do we want to ship this?
53. Unified Pipeline Shape The stages are fixed, and each stage has a fixed set of phases! APPROVE DELIVER Lint Syntax Unit Security Quality Publish Lint Syntax Unit Provision Deploy Smoke Functional Provision Deploy Smoke Functional Provision Deploy Smoke Functional Submit Change Does this code change look good? Do we want to ship this?
54. Unified Pipeline Shape The stages are fixed, and each stage has a fixed set of phases! APPROVE DELIVER Lint Syntax Unit Security Quality Publish Lint Syntax Unit Provision Deploy Smoke Functional Provision Deploy Smoke Functional Provision Deploy Smoke Functional Provision Deploy Smoke Functional Submit Change Does this code change look good? Do we want to ship this?
55. Shared Workflow Delivery’s pipeline is shared across projects and teams
56. Chef Provides a Proven Approach to DevOps ... ... ... Targets/Workloads Collaborative Dev Production Chef Server Chef Server Chef Supermarket Assessment Chef Compliance  Search ^ Audit Ǘ Discover Deploy Chef Delivery! Local Dev ê Model ƨ Build ¿ Test Chef DK Chef Client & Cookbooks
57. Austin, TX | July 11-13 Early Bird Pricing Through April 17th «  Workshops & Chef Training! «  Community Summit! «  Chef Partner Summit! «  Welcome Reception! «  Keynotes! «  Technical Sessions! «  Happy Hour! «  Keynotes! «  Technical Sessions! «  Awesome Chef Awards! «  Community Celebration! ChefConf.com
58. ChefConf.com | Closes Feb 29 Suggested Topics ̣  Compliant Chefs ̣  Let’s Get Technical ̣  Grab Bag ̣  Welcome to Chef ̣  Transformation ̣  Continuously Chef
59. What questions can I answer for you?
60. Nathen Harvey •  VP, Community Development at Chef •  Co-host of the Food Fight Show Podcast •  Occasional farmer – http://ei.chef.io •  Love eggs – http://eggs.chef.io •  Part-time detective - http://bit.ly/detectivedecker •  @nathenharvey •  nharvey@chef.io