diff --git a/.gitlab-ci.yml b/.gitlab-ci.yml index 1c6c241..82b4492 100644 --- a/.gitlab-ci.yml +++ b/.gitlab-ci.yml @@ -146,24 +146,24 @@ rubocop: # default-rockylinux-8-tiamat-py3: {extends: '.test_instance'} default-debian-11-master-py3: {extends: '.test_instance'} default-debian-10-master-py3: {extends: '.test_instance'} -default-debian-9-master-py3: {extends: '.test_instance'} +# default-debian-9-master-py3: {extends: '.test_instance'} default-ubuntu-2204-master-py3: {extends: '.test_instance_failure_permitted'} default-ubuntu-2004-master-py3: {extends: '.test_instance'} default-ubuntu-1804-master-py3: {extends: '.test_instance'} -default-centos-stream8-master-py3: {extends: '.test_instance_failure_permitted'} -default-centos-7-master-py3: {extends: '.test_instance'} -default-fedora-36-master-py3: {extends: '.test_instance_failure_permitted'} -default-fedora-35-master-py3: {extends: '.test_instance'} -default-opensuse-leap-153-master-py3: {extends: '.test_instance'} -default-opensuse-tmbl-latest-master-py3: {extends: '.test_instance_failure_permitted'} -default-amazonlinux-2-master-py3: {extends: '.test_instance'} -default-oraclelinux-8-master-py3: {extends: '.test_instance'} -default-oraclelinux-7-master-py3: {extends: '.test_instance'} +# default-centos-stream8-master-py3: {extends: '.test_instance_failure_permitted'} +# default-centos-7-master-py3: {extends: '.test_instance'} +# default-fedora-36-master-py3: {extends: '.test_instance'} +# default-fedora-35-master-py3: {extends: '.test_instance'} +# default-opensuse-leap-153-master-py3: {extends: '.test_instance'} +# default-opensuse-tmbl-latest-master-py3: {extends: '.test_instance_failure_permitted'} +# default-amazonlinux-2-master-py3: {extends: '.test_instance'} +# default-oraclelinux-8-master-py3: {extends: '.test_instance'} +# default-oraclelinux-7-master-py3: {extends: '.test_instance'} # default-arch-base-latest-master-py3: {extends: '.test_instance'} # default-gentoo-stage3-latest-master-py3: {extends: '.test_instance'} # default-gentoo-stage3-systemd-master-py3: {extends: '.test_instance'} -default-almalinux-8-master-py3: {extends: '.test_instance'} -default-rockylinux-8-master-py3: {extends: '.test_instance'} +# default-almalinux-8-master-py3: {extends: '.test_instance'} +# default-rockylinux-8-master-py3: {extends: '.test_instance'} # default-debian-11-3004-1-py3: {extends: '.test_instance'} # default-debian-10-3004-1-py3: {extends: '.test_instance'} # default-debian-9-3004-1-py3: {extends: '.test_instance'} diff --git a/.travis.yml b/.travis.yml index 7435e35..834ff23 100644 --- a/.travis.yml +++ b/.travis.yml @@ -83,6 +83,17 @@ jobs: ## Define the rest of the matrix based on Kitchen testing # Make sure the instances listed below match up with # the `platforms` defined in `kitchen.yml` + # NOTE: Please try to select up to six instances that add some meaningful + # testing of the formula's behaviour. If possible, try to refrain from + # the classical "chosing all the instances because I want to test on + # another/all distro/s" trap: it will just add time to the testing (see + # the discussion on #121). As an example, the set chosen below covers + # the most used distros families, systemd and non-systemd and the latest + # three supported Saltstack versions with python2 and 3. + # As for `kitchen.yml`, that should still contain all of the platforms, + # to allow for comprehensive local testing + # Ref: https://github.com/saltstack-formulas/template-formula/issues/118 + # Ref: https://github.com/saltstack-formulas/template-formula/issues/121 # - env: INSTANCE=default-debian-11-tiamat-py3 # - env: INSTANCE=default-debian-10-tiamat-py3 # - env: INSTANCE=default-debian-9-tiamat-py3 @@ -111,9 +122,9 @@ jobs: - env: INSTANCE=default-amazonlinux-2-master-py3 - env: INSTANCE=default-oraclelinux-8-master-py3 - env: INSTANCE=default-oraclelinux-7-master-py3 - # - env: INSTANCE=default-arch-base-latest-master-py3 - # - env: INSTANCE=default-gentoo-stage3-latest-master-py3 - # - env: INSTANCE=default-gentoo-stage3-systemd-master-py3 + - env: INSTANCE=default-arch-base-latest-master-py3 + - env: INSTANCE=default-gentoo-stage3-latest-master-py3 + - env: INSTANCE=default-gentoo-stage3-systemd-master-py3 - env: INSTANCE=default-almalinux-8-master-py3 - env: INSTANCE=default-rockylinux-8-master-py3 # - env: INSTANCE=default-debian-11-3004-1-py3 @@ -172,15 +183,3 @@ jobs: edge: true # Run `semantic-release` script: 'npx semantic-release@15.14' - -# Notification options: `always`, `never` or `change` -notifications: - webhooks: - if: 'repo = saltstack-formulas/influxdb-formula' - urls: - - https://saltstack-formulas.zulipchat.com/api/v1/external/travis?api_key=HsIq3o5QmLxdnVCKF9is0FUIpkpAY79P&stream=CI&topic=saltstack-formulas%2Finfluxdb-formula&ignore_pull_requests=true - on_success: always # default: always - on_failure: always # default: always - on_start: always # default: never - on_cancel: always # default: always - on_error: always # default: always diff --git a/_modules/toml_lang.py b/_modules/toml_lang.py index 75008c4..d346844 100644 --- a/_modules/toml_lang.py +++ b/_modules/toml_lang.py @@ -1,6 +1,9 @@ # -*- coding: utf-8 -*- -import toml +try: + import pytoml as toml +except: + import toml def dumps(data): - return toml.dumps(data) + return toml.dumps(data) diff --git a/docs/README.rst b/docs/README.rst index 5a730d0..13d3c32 100644 --- a/docs/README.rst +++ b/docs/README.rst @@ -47,29 +47,47 @@ Available states ``influxdb`` ^^^^^^^^^^^^ -Installs InfluxDB from [provided packages](http://influxdb.com/download/). +Installs and configures the influxdb package from upstream repository. -At the moment you **have** to specify the InfluxDB version in the -``influxdb:version`` pillar. +``influxdb.dependencies`` +^^^^^^^^^^^^^^^^^^^^^^^^^ +Installs any dependencies that may be needed to support the install of influxdb. -``influxdb.cli`` -^^^^^^^^^^^^^^^^ -Installs the [influxdb-cli](https://github.com/phstc/influxdb-cli) gem system wide. +``influxdb.repo`` +^^^^^^^^^^^^^^^^^ +Installs the influxdb repository. See `InfluxDB doc `_ for more details. + +``influxdb.package`` +^^^^^^^^^^^^^^^^^^^^ +Installs the influxdb package. ``influxdb.config`` ^^^^^^^^^^^^^^^^^^^ -Renders the InfluxDB configuration from data provided in the ``influxdb:conf`` -pillar. - -It requires the installation of the -[toml Python module](https://github.com/hit9/toml.py) via pip. - -The formula ships with default configuration settings for various minor versions -of InfluxDB. That means that, if you define configuration settings in your -``influxdb.conf`` pillar, your settings will be merged with the default ones of -that minor version. You can set ``influxdb:no_conf_defaults`` in your pillar if -you want to completely specify the configuration yourself, without falling back -to defaults. +This state manages the file ``influxdb.conf`` under ``/etc/influxdb`` (template found in "influxdb/files"). The configuration is populated by values in "influxdb/map.jinja" based on the package's default values (and RedHat, Debian, Suse and Arch family distribution specific values), which can then be overridden by values of the same name in pillar. + +``influxdb.service`` +^^^^^^^^^^^^^^^^^^^^ +Manages the startup and running state of the influxdb service. + +``influxdb.clean`` +^^^^^^^^^^^^^^^^^^ +uninstalls and removes configs for the influxdb package from upstream repository. + +``influxdb.repo.clean`` +^^^^^^^^^^^^^^^^^^^^^^^ +Uninstalls the influxdb repository. + +``influxdb.package.clean`` +^^^^^^^^^^^^^^^^^^^^^^^^^^ +Uninstalls the influxdb package. + +``influxdb.config.clean`` +^^^^^^^^^^^^^^^^^^^^^^^^^ +remoe the influxdb config files + +``influxdb.service.clean`` +^^^^^^^^^^^^^^^^^^^^^^^^^^ +disables and stops the influxdb service Testing ------- diff --git a/docs/TOFS_pattern.rst b/docs/TOFS_pattern.rst new file mode 100644 index 0000000..dd2c17e --- /dev/null +++ b/docs/TOFS_pattern.rst @@ -0,0 +1,518 @@ +.. _tofs_pattern: + +TOFS: A pattern for using SaltStack +=================================== + +.. list-table:: + :name: tofs-authors + :header-rows: 1 + :stub-columns: 1 + :widths: 2,2,3,2 + + * - + - Person + - Contact + - Date + * - Authored by + - Roberto Moreda + - moreda@allenta.com + - 29/12/2014 + * - Modified by + - Daniel Dehennin + - daniel.dehennin@baby-gnu.org + - 07/02/2019 + * - Modified by + - Imran Iqbal + - https://github.com/myii + - 23/02/2019 + +All that follows is a proposal based on my experience with `SaltStack `_. The good thing of a piece of software like this is that you can "bend it" to suit your needs in many possible ways, and this is one of them. All the recommendations and thoughts are given "as it is" with no warranty of any type. + +.. contents:: **Table of Contents** + +Usage of values in pillar vs templates in ``file_roots`` +-------------------------------------------------------- + +Among other functions, the *master* (or *salt-master*) serves files to the *minions* (or *salt-minions*). The `file_roots `_ is the list of directories used in sequence to find a file when a minion requires it: the first match is served to the minion. Those files could be `state files `_ or configuration templates, among others. + +Using SaltStack is a simple and effective way to implement configuration management, but even in a `non-multitenant `_ scenario, it is not a good idea to generally access some data (e.g. the database password in our `Zabbix `_ server configuration file or the private key of our `Nginx `_ TLS certificate). + +To avoid this situation we can use the `pillar mechanism `_, which is designed to provide controlled access to data from the minions based on some selection rules. As pillar data could be easily integrated in the `Jinja `_ templates, it is a good mechanism to store values to be used in the final rendering of state files and templates. + +There are a variety of approaches on the usage of pillar and templates as seen in the `saltstack-formulas `_' repositories. `Some `_ `developments `_ stress the initial purpose of pillar data into a storage for most of the possible variables for a determined system configuration. This, in my opinion, is shifting too much load from the original template files approach. Adding up some `non-trivial Jinja `_ code as essential part of composing the state file definitely makes SaltStack state files (hence formulas) more difficult to read. The extreme of this approach is that we could end up with a new render mechanism, implemented in Jinja, storing everything needed in pillar data to compose configurations. Additionally, we are establishing a strong dependency with the Jinja renderer. + +In opposition to the *put the code in file_roots and the data in pillars* approach, there is the *pillar as a store for a set of key-values* approach. A full-blown configuration file abstracted in pillar and jinja is complicated to develop, understand and maintain. I think a better and simpler approach is to keep a configuration file templated using just a basic (non-extensive but extensible) set of pillar values. + +On the reusability of SaltStack state files +------------------------------------------- + +There is a brilliant initiative of the SaltStack community called `salt-formulas `_. Their goal is to provide state files, pillar examples and configuration templates ready to be used for provisioning. I am a contributor for two small ones: `zabbix-formula `_ and `varnish-formula `_. + +The `design guidelines `_ for formulas are clear in many aspects and it is a recommended reading for anyone willing to write state files, even non-formulaic ones. + +In the next section, I am going to describe my proposal to extend further the reusability of formulas, suggesting some patterns of usage. + +The Template Override and Files Switch (TOFS) pattern +----------------------------------------------------- + +I understand a formula as a **complete, independent set of SaltStack state and configuration template files sufficient to configure a system**. A system could be something as simple as an NTP server or some other much more complex service that requires many state and configuration template files. + +The customization of a formula should be done mainly by providing pillar data used later to render either the state or the configuration template files. + +Example: NTP before applying TOFS +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +Let's work with the NTP example. A basic formula that follows the `design guidelines `_ has the following files and directories tree: + +.. code-block:: console + + /srv/saltstack/salt-formulas/ntp-saltstack-formula/ + ntp/ + map.jinja + init.sls + conf.sls + files/ + default/ + etc/ + ntp.conf.jinja + +In order to use it, let's assume a `masterless configuration `_ and this relevant section of ``/etc/salt/minion``: + +.. code-block:: yaml + + pillar_roots: + base: + - /srv/saltstack/pillar + file_client: local + file_roots: + base: + - /srv/saltstack/salt + - /srv/saltstack/salt-formulas/ntp-saltstack-formula + +.. code-block:: jinja + + {#- /srv/saltstack/salt-formulas/ntp-saltstack-formula/ntp/map.jinja #} + {%- set ntp = salt['grains.filter_by']({ + 'default': { + 'pkg': 'ntp', + 'service': 'ntp', + 'config': '/etc/ntp.conf', + }, + }, merge=salt['pillar.get']('ntp:lookup')) %} + +In ``init.sls`` we have the minimal states required to have NTP configured. In many cases ``init.sls`` is almost equivalent to an ``apt-get install`` or a ``yum install`` of the package. + +.. code-block:: sls + + ## /srv/saltstack/salt-formulas/ntp-saltstack-formula/ntp/init.sls + {%- from 'ntp/map.jinja' import ntp with context %} + + Install NTP: + pkg.installed: + - name: {{ ntp.pkg }} + + Enable and start NTP: + service.running: + - name: {{ ntp.service }} + - enabled: True + - require: + - pkg: Install NTP package + +In ``conf.sls`` we have the configuration states. In most cases, that is just managing configuration file templates and making them to be watched by the service. + +.. code-block:: sls + + ## /srv/saltstack/salt-formulas/ntp-saltstack-formula/ntp/conf.sls + include: + - ntp + + {%- from 'ntp/map.jinja' import ntp with context %} + + Configure NTP: + file.managed: + - name: {{ ntp.config }} + - template: jinja + - source: salt://ntp/files/default/etc/ntp.conf.jinja + - watch_in: + - service: Enable and start NTP service + - require: + - pkg: Install NTP package + +Under ``files/default``, there is a structure that mimics the one in the minion in order to avoid clashes and confusion on where to put the needed templates. There you can find a mostly standard template for the configuration file. + +.. code-block:: jinja + + {#- /srv/saltstack/salt-formulas/ntp-saltstack-formula/ntp/files/default/etc/ntp.conf.jinja #} + {#- Managed by saltstack #} + {#- Edit pillars or override this template in saltstack if you need customization #} + {%- set settings = salt['pillar.get']('ntp', {}) %} + {%- set default_servers = ['0.ubuntu.pool.ntp.org', + '1.ubuntu.pool.ntp.org', + '2.ubuntu.pool.ntp.org', + '3.ubuntu.pool.ntp.org'] %} + + driftfile /var/lib/ntp/ntp.drift + statistics loopstats peerstats clockstats + filegen loopstats file loopstats type day enable + filegen peerstats file peerstats type day enable + filegen clockstats file clockstats type day enable + + {%- for server in settings.get('servers', default_servers) %} + server {{ server }} + {%- endfor %} + + restrict -4 default kod notrap nomodify nopeer noquery + restrict -6 default kod notrap nomodify nopeer noquery + + restrict 127.0.0.1 + restrict ::1 + +With all this, it is easy to install and configure a simple NTP server by just running ``salt-call state.sls ntp.conf``: the package will be installed, the service will be running and the configuration should be correct for most of cases, even without pillar data. + +Alternatively, you can define a highstate in ``/srv/saltstack/salt/top.sls`` and run ``salt-call state.highstate``. + +.. code-block:: sls + + ## /srv/saltstack/salt/top.sls + base: + '*': + - ntp.conf + +**Customizing the formula just with pillar data**, we have the option to define the NTP servers. + +.. code-block:: sls + + ## /srv/saltstack/pillar/top.sls + base: + '*': + - ntp + +.. code-block:: sls + + ## /srv/saltstack/pillar/ntp.sls + ntp: + servers: + - 0.ch.pool.ntp.org + - 1.ch.pool.ntp.org + - 2.ch.pool.ntp.org + - 3.ch.pool.ntp.org + +Template Override +^^^^^^^^^^^^^^^^^ + +If the customization based on pillar data is not enough, we can override the template by creating a new one in ``/srv/saltstack/salt/ntp/files/default/etc/ntp.conf.jinja`` + +.. code-block:: jinja + + {#- /srv/saltstack/salt/ntp/files/default/etc/ntp.conf.jinja #} + {#- Managed by saltstack #} + {#- Edit pillars or override this template in saltstack if you need customization #} + + {#- Some bizarre configurations here #} + {#- ... #} + + {%- for server in settings.get('servers', default_servers) %} + server {{ server }} + {%- endfor %} + +This way we are locally **overriding the template files** offered by the formula in order to make a more complex adaptation. Of course, this could be applied as well to any of the files, including the state files. + +Files Switch +^^^^^^^^^^^^ + +To bring some order into the set of template files included in a formula, as we commented, we suggest having a similar structure to a normal final file system under ``files/default``. + +We can make different templates coexist for different minions, classified by any `grain `_ value, by simply creating new directories under ``files``. This mechanism is based on **using values of some grains as a switch for the directories under** ``files/``. + +If we decide that we want ``os_family`` as switch, then we could provide the formula template variants for both the ``RedHat`` and ``Debian`` families. + +.. code-block:: console + + /srv/saltstack/salt-formulas/ntp-saltstack-formula/ntp/files/ + default/ + etc/ + ntp.conf.jinja + RedHat/ + etc/ + ntp.conf.jinja + Debian/ + etc/ + ntp.conf.jinja + +To make this work we need a ``conf.sls`` state file that takes a list of possible files as the configuration template. + +.. code-block:: sls + + ## /srv/saltstack/salt-formulas/ntp-saltstack-formula/ntp/conf.sls + include: + - ntp + + {%- from 'ntp/map.jinja' import ntp with context %} + + Configure NTP: + file.managed: + - name: {{ ntp.config }} + - template: jinja + - source: + - salt://ntp/files/{{ grains.get('os_family', 'default') }}/etc/ntp.conf.jinja + - salt://ntp/files/default/etc/ntp.conf.jinja + - watch_in: + - service: Enable and start NTP service + - require: + - pkg: Install NTP package + +If we want to cover the possibility of a special template for a minion identified by ``node01`` then we could have a specific template in ``/srv/saltstack/salt/ntp/files/node01/etc/ntp.conf.jinja``. + +.. code-block:: jinja + + {#- /srv/saltstack/salt/ntp/files/node01/etc/ntp.conf.jinja #} + {#- Managed by saltstack #} + {#- Edit pillars or override this template in saltstack if you need customization #} + + {#- Some crazy configurations here for node01 #} + {#- ... #} + +To make this work we could write a specially crafted ``conf.sls``. + +.. code-block:: sls + + ## /srv/saltstack/salt-formulas/ntp-saltstack-formula/ntp/conf.sls + include: + - ntp + + {%- from 'ntp/map.jinja' import ntp with context %} + + Configure NTP: + file.managed: + - name: {{ ntp.config }} + - template: jinja + - source: + - salt://ntp/files/{{ grains.get('id') }}/etc/ntp.conf.jinja + - salt://ntp/files/{{ grains.get('os_family') }}/etc/ntp.conf.jinja + - salt://ntp/files/default/etc/ntp.conf.jinja + - watch_in: + - service: Enable and start NTP service + - require: + - pkg: Install NTP package + +Using the ``files_switch`` macro +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +We can simplify the ``conf.sls`` with the new ``files_switch`` macro to use in the ``source`` parameter for the ``file.managed`` state. + +.. code-block:: sls + + ## /srv/saltstack/salt-formulas/ntp-saltstack-formula/ntp/conf.sls + include: + - ntp + + {%- set tplroot = tpldir.split('/')[0] %} + {%- from 'ntp/map.jinja' import ntp with context %} + {%- from 'ntp/libtofs.jinja' import files_switch %} + + Configure NTP: + file.managed: + - name: {{ ntp.config }} + - template: jinja + - source: {{ files_switch(['/etc/ntp.conf.jinja'], + lookup='Configure NTP' + ) + }} + - watch_in: + - service: Enable and start NTP service + - require: + - pkg: Install NTP package + + +* This uses ``config.get``, searching for ``ntp:tofs:source_files:Configure NTP`` to determine the list of template files to use. +* If this returns a result, the default of ``['/etc/ntp.conf.jinja']`` will be appended to it. +* If this does not yield any results, the default of ``['/etc/ntp.conf.jinja']`` will be used. + +In ``libtofs.jinja``, we define this new macro ``files_switch``. + +.. literalinclude:: ../template/libtofs.jinja + :caption: /srv/saltstack/salt-formulas/ntp-saltstack-formula/ntp/libtofs.jinja + :language: jinja + +How to customise the ``source`` further +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +The examples below are based on an ``Ubuntu`` minion called ``theminion`` being configured via. pillar. + +Using the default settings of the ``files_switch`` macro above, +the ``source`` will be: + +.. code-block:: sls + + - source: + - salt://ntp/files/theminion/etc/ntp.conf.jinja + - salt://ntp/files/Debian/etc/ntp.conf.jinja + - salt://ntp/files/default/etc/ntp.conf.jinja + +Customise ``files`` +~~~~~~~~~~~~~~~~~~~ + +The ``files`` portion can be customised: + +.. code-block:: sls + + ntp: + tofs: + dirs: + files: files_alt + +Resulting in: + +.. code-block:: sls + + - source: + - salt://ntp/files_alt/theminion/etc/ntp.conf.jinja + - salt://ntp/files_alt/Debian/etc/ntp.conf.jinja + - salt://ntp/files_alt/default/etc/ntp.conf.jinja + +Customise the use of grains +~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Grains can be customised and even arbitrary paths can be supplied: + +.. code-block:: sls + + ntp: + tofs: + files_switch: + - any/path/can/be/used/here + - id + - os + - os_family + +Resulting in: + +.. code-block:: sls + + - source: + - salt://ntp/files/any/path/can/be/used/here/etc/ntp.conf.jinja + - salt://ntp/files/theminion/etc/ntp.conf.jinja + - salt://ntp/files/Ubuntu/etc/ntp.conf.jinja + - salt://ntp/files/Debian/etc/ntp.conf.jinja + - salt://ntp/files/default/etc/ntp.conf.jinja + +Customise the ``default`` path +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +The ``default`` portion of the path can be customised: + +.. code-block:: sls + + ntp: + tofs: + dirs: + default: default_alt + +Resulting in: + +.. code-block:: sls + + - source: + ... + - salt://ntp/files/default_alt/etc/ntp.conf.jinja + +Customise the list of ``source_files`` +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +The list of ``source_files`` can be given: + +.. code-block:: sls + + ntp: + tofs: + source_files: + Configure NTP: + - '/etc/ntp.conf_alt.jinja' + +Resulting in: + +.. code-block:: sls + + - source: + - salt://ntp/files/theminion/etc/ntp.conf_alt.jinja + - salt://ntp/files/theminion/etc/ntp.conf.jinja + - salt://ntp/files/Debian/etc/ntp.conf_alt.jinja + - salt://ntp/files/Debian/etc/ntp.conf.jinja + - salt://ntp/files/default/etc/ntp.conf_alt.jinja + - salt://ntp/files/default/etc/ntp.conf.jinja + +Note: This does *not* override the default value. +Rather, the value from the pillar/config is prepended to the default. + +Using sub-directories for ``components`` +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +If your formula is composed of several components, you may prefer to provides files under sub-directories, like in the `systemd-formula `_. + +.. code-block:: console + + /srv/saltstack/systemd-formula/ + systemd/ + init.sls + libtofs.jinja + map.jinja + networkd/ + init.sls + files/ + default/ + network/ + 99-default.link + resolved/ + init.sls + files/ + default/ + resolved.conf + timesyncd/ + init.sls + files/ + Arch/ + resolved.conf + Debian/ + resolved.conf + default/ + resolved.conf + Ubuntu/ + resolved.conf + +For example, the following ``formula.component.config`` SLS: + +.. code-block:: sls + + {%- from "formula/libtofs.jinja" import files_switch with context %} + + formula configuration file: + file.managed: + - name: /etc/formula.conf + - user: root + - group: root + - mode: 644 + - template: jinja + - source: {{ files_switch(['formula.conf'], + lookup='formula', + use_subpath=True + ) + }} + +will be rendered on a ``Debian`` minion named ``salt-formula.ci.local`` as: + +.. code-block:: sls + + formula configuration file: + file.managed: + - name: /etc/formula.conf + - user: root + - group: root + - mode: 644 + - template: jinja + - source: + - salt://formula/component/files/salt-formula.ci.local/formula.conf + - salt://formula/component/files/Debian/formula.conf + - salt://formula/component/files/default/formula.conf + - salt://formula/files/salt-formula.ci.local/formula.conf + - salt://formula/files/Debian/formula.conf + - salt://formula/files/default/formula.conf diff --git a/docs/map.jinja.rst b/docs/map.jinja.rst new file mode 100644 index 0000000..55b4bd0 --- /dev/null +++ b/docs/map.jinja.rst @@ -0,0 +1,542 @@ +.. _map.jinja: + +``map.jinja``: gather formula configuration values +================================================== + +The `documentation`_ explains the use of a ``map.jinja`` to gather parameters values for a formula. + +As `pillars`_ are rendered on the Salt master for every minion, this increases the load on the master as the pillar values and the number of minions grows. + +As a good practice, you should: + +- store non-secret data in YAML files distributed by the `fileserver`_ +- store secret data in: + + - `pillars`_ (and look for the use of something like `pillar.vault`_) + - `SDB`_ (and look for the use of something like `sdb.vault`_) + +Current best practice is to let ``map.jinja`` handle parameters from all sources, to minimise the use of pillars, grains or configuration from ``sls`` files and templates directly. + + +.. contents:: **Table of Contents** + + +For formula users +----------------- + + +Quick start: configure per role and per DNS domain name values +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +We will see a quick setup to configure the ``netbox`` formula for different DNS domain names and several roles. + +For this example, I'll define 2 kinds of `fileserver`_ sources: + +1. formulas git repositories with hard-coded version reference to avoid breaking my setup randomly at upstream update. they are the last sources where files are looked up +2. parameters of the formulas in the file backend `roots`_ + + +Configure the fileserver backends +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +I configure the `fileserver`_ backends to serve: + +1. files from `roots`_ first +2. `gitfs`_ repositories last + +Create the file ``/etc/salt/master.d/fileserver.conf`` and restart the ``master``: + +.. code-block:: yaml + + --- + ## + ## file server + ## + fileserver_backend: + # parameters values and override + - roots + # formulas + - gitfs + + # The files in this directory will take precedence over git repositories + file_roots: + base: + - /srv/salt + + # List of formulas I'm using + gitfs_remotes: + - https://github.com/saltstack-formulas/template-formula.git: + - base: v4.1.1 + - https://github.com/saltstack-formulas/openssh-formula.git: + - base: v2.0.1 + ... + + +Create per DNS configuration for ``netbox`` formula +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Now, we can provides the per DNS domain name configuration files for the ``netbox`` formulas under ``/srv/salt/netbox/parameters/``. + +We create the directory for ``dns:domain`` grain and we add a symlink for the ``domain`` grain which is extracted from the minion ``id``: + +.. code-block:: console + + mkdir -p /srv/salt/netbox/parameters/dns:domain/ + ln -s dns:domain /srv/salt/netbox/parameters/domain + +We create a configuration for the DNS domain ``example.net`` in ``/srv/salt/netbox/parameters/dns:domain/example.net.yaml``: + +.. code-block:: yaml + + --- + values: + config: /etc/template-formula-example-net.conf + ... + +We create another configuration for the DNS domain ``example.com`` in the Jinja YAML template ``/srv/salt/netbox/parameters/dns:domain/example.com.yaml.jinja``: + +.. code-block:: yaml + + --- + values: + config: /etc/template-formula-{{ grains['os_family'] }}.conf + ... + + +Create per role configuration for ``netbox`` formula +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Now, we can provides the per role configuration files for the ``netbox`` formulas under ``/srv/salt/netbox/parameters/``. + +We create the directory for roles: + +.. code-block:: console + + mkdir -p /srv/salt/netbox/parameters/roles + +We will define 2 roles: + +- ``netbox/server`` +- ``netbox/client`` + +We create a configuration for the role ``netbox/server`` in ``/srv/salt/netbox/parameters/roles/netbox/server.yaml``: + +.. code-block:: yaml + + --- + values: + config: /etc/template-formula-server.conf + ... + +We create another configuration for the role ``netbox/client`` in ``/srv/salt/netbox/parameters/roles/netbox/client.yaml``: + +.. code-block:: yaml + + --- + values: + config: /etc/template-formula-client.conf + ... + + +Enable roles and the ``dns:domain`` and ``domain`` grains for ``map.jinja`` +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +We need to redefine the sources for ``map.jinja`` to load values from our new configuration files, we provide a global configuration for all our minions. + +We create the global parameters file ``/srv/salt/parameters/map_jinja.yaml``: + +.. code-block:: yaml + + --- + values: + sources: + # default values + - "Y:G@osarch" + - "Y:G@os_family" + - "Y:G@os" + - "Y:G@osfinger" + - "C@{{ tplroot ~ ':lookup' }}" + - "C@{{ tplroot }}" + + # Roles activate/deactivate things + # then thing are configured depending on environment + # So roles comes before `dns:domain`, `domain` and `id` + - "Y:C@roles" + + # DNS domain configured (DHCP or resolv.conf) + - "Y:G@dns:domain" + + # Based on minion ID + - "Y:G@domain" + + # default values + - "Y:G@id" + ... + +The syntax is explained later at `Sources of configuration values`_. + + +Bind roles to minions +~~~~~~~~~~~~~~~~~~~~~ + +We associate roles `grains`_ to minion using `grains.append`_. + +For the servers: + +.. code-block:: console + + salt 'server-*' grains.append roles netbox/server + +For the clients: + +.. code-block:: console + + salt 'client-*' grains.append roles netbox/client + +.. note:: + + Since we used ``Y:C@roles``, ``map.jinja`` will do a ``salt['config.get']('roles')`` to retrieve the roles so you could use any other method to bind roles to minions (`pillars`_ or `SDB`_) but `grains`_ seems to be the preferred method. + +Note for Microsoft Windows systems +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +If you have a minion running under windows, you can't use colon ``:`` as a delimiter for grain path query (see `bug 58726`_) in which case you should use an alternate delimiter: + +Modify ``/srv/salt/parameters/map_jinja.yaml`` to change the query for ``dns:domain`` to define the `alternate delimiter`_: + +.. code-block:: yaml + + --- + values: + sources: + # default values + - "Y:G@osarch" + - "Y:G@os_family" + - "Y:G@os" + - "Y:G@osfinger" + - "C@{{ tplroot ~ ':lookup' }}" + - "C@{{ tplroot }}" + + # Roles activate/deactivate things + # then thing are configured depending on environment + # So roles comes before `dns:domain`, `domain` and `id` + - "Y:C@roles" + + # DNS domain configured (DHCP or resolv.conf) + - "Y:G:!@dns!domain" + + # Based on minion ID + - "Y:G@domain" + + # default values + - "Y:G@id" + ... + +And then, rename the directory: + +.. code-block:: console + + mv /srv/salt/netbox/parameters/dns:domain/ '/srv/salt/netbox/parameters/dns!domain/' + + +Format of configuration YAML files +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +When you write a new YAML file, note that it must conform to the following layout: + +- a mandatory ``values`` key to store the configuration values +- two optional keys to configure the use of `salt.slsutil.merge`_ + + - an optional ``strategy`` key to configure the merging strategy, for example ``strategy: 'recurse'``, the default is ``smart`` + - an optional ``merge_lists`` key to configure if lists should be merged or overridden for the ``recurse`` and ``overwrite`` strategy, for example ``merge_lists: 'true'`` + +Here is a valid example: + +.. code-block:: yaml + + --- + strategy: 'recurse' + merge_lists: 'false' + values: + pkg: + name: 'some-package' + config: '/path/to/a/configuration/file' + ... + + +Using Jinja2 YAML template +~~~~~~~~~~~~~~~~~~~~~~~~~~ + +You can provide a Jinja2 YAML template file with a name suffixed with ``.yaml.jinja``, it must produce a YAML file conform to the `Format of configuration YAML files`_, for example: + +.. code-block:: jinja + + --- + strategy: 'overwrite' + merge_lists: 'true' + values: + {%- if grains["os"] == "Debian" %} + output_dir: /tmp/{{ grains["id"] }} + {%- endif %} + ... + + +Sources of configuration values +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +The ``map.jinja`` file aggregates configuration values from several sources: + +- YAML files stored in the `fileserver`_ +- `pillars`_ +- `grains`_ +- configuration gathered with `salt['config.get']`_ + +For the values loaded from YAML files, ``map.jinja`` will automatically try to load a Jinja2 template with the same name as the YAML file with the addition of the ``.jinja`` extension, for example ``foo/bar/quux.yaml.jinja``. + +After loading values from all sources, it will try to include the ``salt://{{ tplroot }}/post-map.jinja`` Jinja file if it exists which can post-process the ``mapdata`` variable. + +Configuring ``map.jinja`` sources +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +The ``map.jinja`` file uses several sources where to lookup parameter values. The list of sources can be configured in two places: + +1. globally + + 1. with a plain YAML file ``salt://parameters/map_jinja.yaml`` + 2. with a Jinja2 YAML template file ``salt://parameters/map_jinja.yaml.jinja`` + +2. per formula + + 1. with a plain YAML file ``salt://{{ tplroot }}/parameters/map_jinja.yaml`` + 2. with a Jinja2 YAML template file ``salt://{{ tplroot }}/parameters/map_jinja.yaml.jinja`` + +.. note:: + + The ``map.jinja`` configuration files must conform to the `format of configuration YAML files`_. + +Each source definition has the form ``[[: