ChefConf 2013 - Harnessing the Power of Bare Metal with Razor and Chef Server

Slide 1

Slide 1 text

Harnessing the Power of Bare Metal with Razor and Chef Server Fletcher Nichol April 26, 2013 ChefConf 2013

Slide 2

Slide 2 text

> whoami

Slide 3

Slide 3 text

Fletcher Nichol

Slide 4

Slide 4 text

https://bluebox.net

Slide 5

Slide 5 text

fnichol

Slide 6

Slide 6 text

[email protected]

Slide 7

Slide 7 text

@fnichol

Slide 8

Slide 8 text

github.com/fnichol

Slide 9

Slide 9 text

No content

Slide 10

Slide 10 text

No content

Slide 11

Slide 11 text

Part 1: Razor

Slide 12

Slide 12 text

Slide 13

Slide 13 text

Why do I care?

Slide 14

Slide 14 text

Jason Stowe Cycle Computing

Slide 15

Slide 15 text

“Treat your hardware like software”

Slide 16

Slide 16 text

Slide 17

Slide 17 text

PXE booting

Slide 18

Slide 18 text

Slide 19

Slide 19 text

Policy (rules)

Slide 20

Slide 20 text

…with an API

Slide 21

Slide 21 text

“New” server

Slide 22

Slide 22 text

☛

Slide 23

Slide 23 text

Minimal OS installation

Slide 24

Slide 24 text

(Optional) pass oﬀ to DevOps tool

Slide 25

Slide 25 text

(Optional) pass oﬀ to DevOps tool

Slide 26

Slide 26 text

(Optional) pass oﬀ to DevOps tool CM system

Slide 27

Slide 27 text

Bingo!

Slide 28

Slide 28 text

Small tool

Slide 29

Slide 29 text

One job

Slide 30

Slide 30 text

Well deﬁned scope

Slide 31

Slide 31 text

Oh yeah, and

Slide 32

Slide 32 text

Written in Ruby

Slide 33

Slide 33 text

…and a bit of Node.js

Slide 34

Slide 34 text

Components

Slide 35

Slide 35 text

Nodes Hi, I’m a server

Slide 36

Slide 36 text

Images Your distro ISO here

Slide 37

Slide 37 text

Models OS installation tunables

Slide 38

Slide 38 text

Tags Give me a name

Slide 39

Slide 39 text

Tag Matchers Match me up

Slide 40

Slide 40 text

Policy Tell me what to be when I grow up

Slide 41

Slide 41 text

Active Model I am me (right now)

Slide 42

Slide 42 text

Honorable Mention

Slide 43

Slide 43 text

BMC (IPMI) Power cycle me, please

Slide 44

Slide 44 text

Node Lifecycle

Slide 45

Slide 45 text

Node “check in”

Slide 46

Slide 46 text

New node

Slide 47

Slide 47 text

Razor server says

Slide 48

Slide 48 text

“Go boot into this OS”

Slide 49

Slide 49 text

Razor MicroKernel

Slide 50

Slide 50 text

(…it’s a super fancy Tiny Core Linux distro)

Slide 51

Slide 51 text

Puppet facter gem!

Slide 52

Slide 52 text

Node says

Slide 53

Slide 53 text

“Hey there, here’s a bunch of stuﬀ about me”

Slide 54

Slide 54 text

Posted to Razor Server

Slide 55

Slide 55 text

Razor has rules (policies)

Slide 56

Slide 56 text

Razor says:

Slide 57

Slide 57 text

“Can I match this node against a rule?”

Slide 58

Slide 58 text

…

Slide 59

Slide 59 text

“Yes!”

Slide 60

Slide 60 text

Node + Policy

Slide 61

Slide 61 text

Node + Policy = Active Model

Slide 62

Slide 62 text

The active model…

Slide 63

Slide 63 text

…has a state machine

Slide 64

Slide 64 text

So Razor says:

Slide 65

Slide 65 text

“Reboot, you have marching orders!”

Slide 66

Slide 66 text

Node is led through a state machine

Slide 67

Slide 67 text

…then “Razoring” is done

Slide 68

Slide 68 text

…or

Slide 69

Slide 69 text

“Can I match this node against a rule?”

Slide 70

Slide 70 text

…

Slide 71

Slide 71 text

“No” :’(

Slide 72

Slide 72 text

So Razor says:

Slide 73

Slide 73 text

“That’s cool, check back with me in while”

Slide 74

Slide 74 text

Bonus Round Are you done with me yet?

Slide 75

Slide 75 text

If we remove the active model…

Slide 76

Slide 76 text

Node is new once again

Slide 77

Slide 77 text

Part 2: Razor + Chef

Slide 78

Slide 78 text

Components, Take 2

Slide 79

Slide 79 text

Brokers The missing link

Slide 80

Slide 80 text

Installed node

Slide 81

Slide 81 text

☛

Slide 82

Slide 82 text

Conﬁguration Management

Slide 83

Slide 83 text

Existing Brokers?

Slide 84

Slide 84 text

Puppet? Yep

Slide 85

Slide 85 text

Simple Shell? Uh huh

Slide 86

Slide 86 text

This is #ChefConf

Slide 87

Slide 87 text

Chef? Totally!

Slide 88

Slide 88 text

Conﬁguration Set me up

Slide 89

Slide 89 text

Chef Server URL

Slide 90

Slide 90 text

Chef Client version

Slide 91

Slide 91 text

validation.pem

Slide 92

Slide 92 text

Validation client name

Slide 93

Slide 93 text

Chef environment

Slide 94

Slide 94 text

Omnibus Chef Installer URL

Slide 95

Slide 95 text

[insert hackables here]

Slide 96

Slide 96 text

Path to chef-client

Slide 97

Slide 97 text

Optional base run list

Slide 98

Slide 98 text

Multiple brokers possible

Slide 99

Slide 99 text

Bonus Round Razor Chefness

Slide 100

Slide 100 text

Create special Chef run list tags

Slide 101

Slide 101 text

role__web_server

Slide 102

Slide 102 text

recipe__apache2

Slide 103

Slide 103 text

Broker Base + Run List Tags

Slide 104

Slide 104 text

Razor metadata

Slide 105

Slide 105 text

Razor node attributes

Slide 106

Slide 106 text

https://gist.github.com/ fnichol/5469998

Slide 107

Slide 107 text

Razor metadata, now in Chef search

Slide 108

Slide 108 text

Boom.

Slide 109

Slide 109 text

Part 3: Deployment

Slide 110

Slide 110 text

“Fully Managed” Actively managed bare metal

Slide 111

Slide 111 text

PXE boot. Forever.

Slide 112

Slide 112 text

“Bake ‘n Ship” Provision and deploy bare metal

Slide 113

Slide 113 text

Eject node from Razor VLAN

Slide 114

Slide 114 text

Involves some orchestration

Slide 115

Slide 115 text

Static Policy Rule-by-MAC

Slide 116

Slide 116 text

Predetermined fate of all nodes

Slide 117

Slide 117 text

“Dynamic Policy” Provisioning with some math

Slide 118

Slide 118 text

Policies can have a bound limit

Slide 119

Slide 119 text

Nodes can match multiple policies

Slide 120

Slide 120 text

10 Identical Nodes

Slide 121

Slide 121 text

You say:

Slide 122

Slide 122 text

“I need 1 load balancer node”

Slide 123

Slide 123 text

“I need 2 database nodes”

Slide 124

Slide 124 text

“The rest can be app nodes”

Slide 125

Slide 125 text

Related Projects

Slide 126

Slide 126 text

Razor Project https://github.com/puppetlabs/Razor

Slide 127

Slide 127 text

Razor Wiki https://github.com/puppetlabs/Razor/wiki

Slide 128

Slide 128 text

Razor Puppet Module https://github.com/puppetlabs/Razor/wiki/Installation#puppet

Slide 129

Slide 129 text

Razor Chef Cookbook https://github.com/bbg-cookbooks/razor http://community.opscode.com/cookbooks/razor

Slide 130

Slide 130 text

razor-vagrant-lab https://github.com/blueboxgroup/razor-vagrant-lab

Slide 131

Slide 131 text

“Provisioning with Razor and Chef – An Interactive Demo” https://www.bluebox.net/about/blog/2013/01/provisioning-with-razor- and-chef-an-interactive-demo/

Slide 132

Slide 132 text

And again…

Slide 133

Slide 133 text

“Treat your hardware like software”

Slide 134

Slide 134 text

Questions? Fletcher Nichol [email protected] @fnichol github.com/fnichol

Slide 135

Slide 135 text

Questions? Fletcher Nichol [email protected] @fnichol github.com/fnichol

Slide 136

Slide 136 text

Image Credits http://www.flickr.com/photos/droth http://www.flickr.com/photos/seattlemunicipalarchives/ 8425176934//2514631535/ http://www.flickr.com/photos/matthewgriff/4112899269/ http://www.flickr.com/photos/cooks-and-kitchens/5022997932/ http://www.flickr.com/photos/anthonycramp/4428561177/