Ansible vs CloudFormation Smackdown!

A quick comparison of Ansible and CloudFormation followed by some best practices for CloudFormation.

Accompanying code at https://github.com/stevenringo/cloudformation-ruby-ansible-examples

1. CloudFormation vs Ansible
2. Smackdown!
3. What is CloudFormation? “...an easy way to create and manage a collection of related AWS resources, provisioning and updating them in an orderly and predictable fashion.” https://aws.amazon.com/cloudformation/
4. Ansible — Many platforms — Provisioning and configuring
5. CloudFormation — AWS platform only — Provisioning
6. Why CloudFormation then?
7. |--------------|---------------|----------------| | Feature | Ansible | CloudFormation | |==============|===============|================| | Written in | YAML | JSON | |--------------|---------------|----------------| | Grouped as | Playbook | Stack | |--------------|---------------|----------------| | State | Stateless | Keeps state | |--------------|---------------|----------------| | Deletion | Manual | Automatic | |--------------|---------------|----------------| | Dependencies | Manual | Automatic | |--------------|---------------|----------------| | Ordering | Top to bottom | Simultaneous | |--------------|---------------|----------------|
8. |--------------------|------------------|-----------------| | Feature | Ansible | CloudFormation | |====================|==================|=================| | UI | CLI/Tower | CLI/AWS Console | |--------------------|------------------|-----------------| | Reusability | Roles / includes | Nested Stacks | |--------------------|------------------|-----------------| | Rollbacks | No | Yes | |--------------------|------------------|-----------------| | Existing resources | Can incorporate | No | |--------------------|------------------|-----------------| | AWS Services | Limited | Most | |--------------------|------------------|-----------------| | Ease | Easier | Harder | |--------------------|------------------|-----------------| | Triggers/Policies | No | Yes | |--------------------|------------------|-----------------|
9. Writing CloudFormation templates
10. Don't!
11. Use your favourite language Generate!
12. https://github.com/ bazaarvoice/ cloudformation-ruby-dsl
13. Other generators — https://github.com/cloudtools/troposphere (Python) — https://github.com/tongueroo/lono (Ruby) — https://github.com/MonsantoCo/cloudformation- template-generator (Scala)
14. Organising
15. God stack — Single stack for all resources — Good for small deployments — Size limits — Reuse only by using a generator tool
16. Nested stacks ┌─────────────────┐ │ │ │ │ │ Solution │ │ │ │ │ └─────────────────┘ │ ┌───────────────────┬─────────┴─────────┬───────────────────┐ ▼ ▼ ▼ ▼ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ VPC │ │ Database │ │ Servers │ │ Security Groups │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └─────────────────┘ └─────────────────┘ └─────────────────┘ └─────────────────┘
17. Nested stacks — CloudFormation invokes child templates — Atomic execution — One fails, all fail — Pass parameters through "references" — Need to pass parameters for child template "through" the parent
18. Pipelined stacks Executor ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ 1 │ │ 2 │ │ 3 │ │ 4 │ │ │ │ │ │ │ │ │ │ VPC │ │ Database │ │ Servers │ │ Security Groups │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └─────────────────┘ └─────────────────┘ └─────────────────┘ └─────────────────┘
19. Pipelined stacks — Execute each template manually, requires orchestration — Non-atomic execution — One fails, only that template fails — Pass parameters directly — Chain outputs to inputs
20. Partitioning
21. Horizontal ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ │ │ Database │ │ Servers │ │ Security Groups │ │ │ ├─────────────────┤ ├─────────────────┤ ├─────────────────┤ │ │ │ Application 1 │ │ Application 1 │ │ Application 1 │ │ VPC │ │ │ ├─────────────────┤ ├─────────────────┤ │ │ ├─────────────────┤ │ Application 2 │ │ Application 2 │ │ │ │ Application 2 │ ├─────────────────┤ ├─────────────────┤ │ │ │ │ │ Application 3 │ │ Application 3 │ └─────────────────┘ └─────────────────┘ └─────────────────┘ └─────────────────┘
22. Vertical ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │ │ │ Application 1 │ │ Application 2 │ │ Application 3 │ │ │ ├─────────────────┤ ├─────────────────┤ ├─────────────────┤ │ │ │ Servers │ │ Servers │ │ │ │ VPC │ ├─────────────────┤ ├─────────────────┤ │ Servers │ │ │ │ Database │ │ Database │ │ │ │ │ ├─────────────────┤ ├─────────────────┤ ├─────────────────┤ │ │ │ Security Groups │ │ Security Groups │ │ Security Groups │ └─────────────────┘ └─────────────────┘ └─────────────────┘ └─────────────────┘
23. Partitioning — Keep templates simple — Reuse parameters and mappings via a DSL — Choose vertical or horizontal scaling — Decide if you want to rollback the stack or not
24. Orchestration
25. Shell — Simple batch script — Use aws-cli to invoke CloudFormation templates: aws cloudformation create-stack... — Capture output variables for input variables for next stack — Returns immediately, therefore must check status: aws cloudformation create-describe- stacks...
26. Ansible - name: launch ansible cloudformation example cloudformation: stack_name: ansible-cloudformation state: present region: us-east-1 disable_rollback: true template: files/cloudformation-example.json template_parameters: KeyName: jmartin DiskType: ephemeral InstanceType: m1.small ClusterSize: 3 tags: Stack: ansible-cloudformation
27. Ansible - include: key_pairs.yml tags: always - include: compile.yml tags: always - include: vpc.yml tags: always - include: nat.yml tags: nat - include: titan.yml tags: titan
28. Ansible - name: delete old cloudformation templates file: path: "{{ item }}" state: absent with_fileglob: ../cloudformation/compiled/*.json when: clean is defined and clean|bool - name: compile the cloudformation templates shell: "{{ item }} expand --nopretty" with_fileglob: ../cloudformation/dsl/*.rb register: compiled - name: write and validate templates template: src: templates/cloudformation.json dest: cloudformation/compiled/{{ item.item | basename | regex_replace('\.rb$', '.json') }} validate: aws cloudformation validate-template --region {{ region }} --template-body file://%s environment: AWS_ACCESS_KEY_ID: "{{ aws_credentials[env].access_key }}" AWS_SECRET_ACCESS_KEY: "{{ aws_credentials[env].secret_key }}" with_items: compiled.results
29. Ansible - name: execute vpc cloudformation template cloudformation: aws_access_key: "{{ aws_credentials[env].access_key }}" aws_secret_key: "{{ aws_credentials[env].secret_key }}" stack_name: vpc-{{ env }} region: "{{ region }}" template: ./cloudformation/compiled/vpc.json disable_rollback: true template_parameters: Environment: "{{ env }}" tags: Environment: "{{ env }}" Region: "{{ region }}" register: vpc
30. Ansible - name: execute titan cloudformation template cloudformation: aws_access_key: "{{ aws_credentials[env].access_key }}" aws_secret_key: "{{ aws_credentials[env].secret_key }}" stack_name: titan-{{ env }} region: "{{ region }}" template: ./cloudformation/compiled/titan.json disable_rollback: true template_parameters: Environment: "{{ env }}" CochlearLinkHostedZone: "{{ vpc.stack_outputs.HostedZone }}" CochlearLinkVpc: "{{ vpc.stack_outputs.Vpc }}" TitanSubnets: "{{ vpc.stack_outputs.TitanSubnets }}" tags: Environment: "{{ env }}" Region: "{{ region }}" register: titan
31. Configuration
32. Configuration — Keep configuration in Git, S3 or DynamoDB — raw files from GitHub work well
33. { "ap-southeast-2": { "dev": { "productVersion": "3.0.0", "installationId": "eeeeeeee-f057-40c7-b365-792cc7faeccb" }, "sit": { "productVersion": "3.1.8", "installationId": "17171717-f057-40c7-b365-792cc7faeccb" } }, "us-east-1": { "prd": { "productVersion": "2.1.0", "installationId": "e047ac6f-f057-40c7-b365-792cc7faeccb" } } }
34. { "components": { "3.1.8": { "app": "3.1.8", "db": "1.0.1", } } }
35. { "versions": { "3.1.8": { "ap-southeast-2": { "image": "ami-9f266aa5" }, "eu-west-1": { "image": "ami-0914307e" } }, "3.1.2": { "ap-southeast-2": { "image": "ami-170e422d" }, "eu-west-1": { "image": "ami-5dbf9a2a" } } } }
36. - name: get environments config uri: url: https://your-git-repo.com/application/config/raw/master/environments.json return_content: yes register: environments_meta_raw
37. Getting out of trouble
38. The dreaded _FAILED states CREATE_FAILED DELETE_FAILED ROLLBACK_FAILED UPDATE_ROLLBACK_FAILED
39. The dreaded _FAILED states — Resolve manually — Console will give you indication of which resource failed to update — Delete offending resource or its dependencies manually — Run delete stack again — When in real shit, call support
40. The first rule of Fight Club CloudFormation
41. Resources not provisioned by CloudFormation are not recognised by CloudFormation
42. Resources provisioned by CloudFormation but changed outside of CloudFormation have a high probability of failing in subsequent updates
43. Migrating to CloudFormation
44. Creating the templates — Use CloudFormer to instrospect your VPC. — http://docs.aws.amazon.com/AWSCloudFormation/ latest/UserGuide/cfn-using-cloudformer.html — http://aws.amazon.com/developertools/ 6460180344805680 — Uses a Micro instance inside your VPC to interrogate and dumps results to S3 — Parse with the ruby cloudformation-ruby-
45. Incorporating templates — Resources must be provisioned by CloudFormation — Use a phased approach. Use Ref to refer to existing resources, passed as parameters. — Usually in reverse of your pipeline — machines first, VPCs last — e.g. "VpcId" : { "Ref" : "VpcId" }
46. Policies — Use DependsOn and WaitConditions to control dependency creation — Use UpdatePolicy for ASG changes. — Use DeletionPolicy to ensure are not deleted by CloudFormation (instance termination protection on steroids) — Note the Update requires property in the documentation
47. Best practices — http://docs.aws.amazon.com/AWSCloudFormation/ latest/UserGuide/best-practices.html
49. Other — Test deploys in a sandbox environment that mirrors production. Smaller resource types can help reduce costs. — Parameterise everything. — Use the http://docs.aws.amazon.com/ AWSCloudFormation/latest/UserGuide/template- reference.html
51. Thanks :-) Steven Ringo steven@stevenringo.com