rudder - getting everyone on board the configuration management express!

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Normation – CC-BY-SA normation.com Getting everyone on board the configuration management express! Nicolas CHARLES – [email protected]

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As a Configuration Management [CM] "champion", trying to gain traction in your environment can be challenging when the level of expertise necessary is in short supply. We built Rudder so that CM champion would not need to clone themselves. Instead, the CM champion is able to use a tool to manage configuration data, expose key parameters to the rest of their team, reduce complexity of configuration changes, and put in place role-based workflow for change control. Rudder is an open source configuration management solution, using lightweight agents (based on CFEngine) controlled via a central management point. Using Rudder, I will show how this approach enables the team to fully participate in the practice of Configuration Management, keep track of changes and history, exploit change access / control, and facilitate knowledge sharing (sharing intentions in design via desired configuration state, maintaining a record of preferred configurations) without intervention of CM champion.

TRANSCRIPT

Normation – CC-BY-SAnormation.com

Getting everyone on board the configuration management express!

Nicolas CHARLES – [email protected]

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Who am I ?

● Nicolas CHARLES

● Job: Co-founder and “COO” at Normation

● Free software:

– Co-creator of Rudder

– Contributor to CFEngine since 2009

– CFEngine Community Champion

Contact infoEmail: [email protected]: @nico_charles

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Context

Configuration Management

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Configuration Management

The proper way

to manage systems

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How to start?

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How to start?What are the requirements?

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How to start?What are the requirements? Which tool(s)?

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How to start?What are the requirements?

Which architecture(s)?

Which tool(s)?

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Getting startedProject leader(s) evaluate and choose

tool(s), learn its basic, and create PoC(s)

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Getting startedProject leader(s) gets experience and confidence.

Becomes the Configuration Management Hero

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AdoptionWith enough work and effort, the project is a

success!

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AdoptionIt does thingsIt is deployedIt is useful!

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The dark side

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The dark sideChange habits

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The dark sideChange habits

I was modifying a file, andeverything I did was erased!

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The dark sideChange habits

Get in the way of people

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The dark sideChange habits

Can be complex to tame

Get in the way of people

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The dark sideChange habits

Can be complex to tame

Get in the way of people

It's too hard to use,I've always changed things via the terminal

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The darker side

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The darker side● Config Management Hero becomes a bottleneck

→ He is the only one to really push the use of the CM

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The darker side● Config Management Hero becomes a bottleneck● Config Management Hero becomes critical ressource:

→ He is the only one to really know how the CM works

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The darker side● Config Management Hero becomes a bottleneck● Config Management Hero becomes critical ressource● Config Management Hero gets to answer to everyone's

questions

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The darker side● Config Management Hero becomes a bottleneck● Config Management Hero becomes critical ressource● Config Management Hero gets to answer to everyone's

questions

Hi, this is the supervision team.I'm sorry to disturb you at night, but we've got this error

in production, and I think it's related to a change in the CM tool,but I don't understand it. Can you help me?

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Context

The darker side

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The darker side

People joining the team/company have a lot to learn:● How to work with a new set of people● The processes● Architecture of IT systems● Possibly new tools● The current CM implementation

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Context

The darker side

People joining the team/company have a lot to learn:● How to work with a new set of people● The processes● Architecture of IT systems● Possibly new tools● The current CM implementation

AND THAT'S A LOT TO LEARN

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Reporting?Share the knowledge with:

● The team: what happens, on which systems, and why

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Reporting?Share the knowledge with:

● The team● The managers: to show that everything is running fine

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Reporting?Share the knowledge with:

● The team● The managers

Are we compliant ? Compliant to what ?

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Reporting?Share the knowledge with:

● The team● The managers

Are we compliant ? Compliant to what ?● To the company rules?

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Reporting?Share the knowledge with:

● The team● The managers

Are we compliant ? Compliant to what ?● To the company rules?● To the legal reglementation?

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Reporting?Share the knowledge with:

● The team● The managers

Are we compliant ? Compliant to what ?● To the company rules?● To the legal reglementation?

Coding yourself the reporting???

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Context

Looks grim :/

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How to welcome everyone in

configuration management??

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Introducing Rudder

Rudder

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Introducing Rudder

Rudder

Cfgt Express !

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Rudder

Rudder

Directly usable by a larger population

ManagementExpert Sysadmins with no previous CM

knowledge

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Rudder

Built-in reporting

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Rudder

Built-in reporting

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Rudder

Simplified configuration

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Rudder

Peer-review and validation

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Rudder

Peer-review and validation

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Rudder

Complete tracability

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Rudder

Complete tracability

Easy to restore previous configuration

policy

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Rudder

Complete tracability

?????

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Rudder

Complete tracability

Every changes made by users are stored.

All policies are commited into Git

● To have easy to track changes

● To archive/restore between Rudder servers

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Rudder

Complete tracability

Every checks and changes on nodes are traced and stored

● Predefined reports in the Techniques

● Reports centralized on the server for historization

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Architecture

Rudder server

Node Node Node

TCP - port 5309File metadata and files

Authentication and encryption (SSL)

TCP ports 80 and 514HTTP and syslog

Node Node

Isolated networkRelay server

Download info

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Rudder

Continuous checking

Pre-packaged for allsupported OSes

Open Source

Simplified user experiencevia a Web UI

Graphical reportingBased on CFEngine 3

http://www.rudder-project.org/

Vagrant config to test:https://github.com/normation/rudder-vagrant/

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Rudder - workflow

Management

Definesecurity policy

Changes(fixes, upgrades...)

c c

Community Expert

Sysadmins

Configureparameters

Configuration agent

Initial applicationContinuous verification

REP

OR

TIN

G

Technical abstraction(method vs parameters)

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Conclusion

What happens?With Rudder, the Configuration Management Hero is still an hero.

But with much more peace of mind, as the whole team is supporting him

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Conclusion

What happens?With Rudder, the Configuration Management Hero is still an hero.

But with much more peace of mind, as the whole team is supporting him

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Rudder stats

Key links :● Community website : http://www.rudder-project.org● Source code : http://github.com/Normation/● Mailing-list : [email protected] ● IRC : #rudder on Freenode● Twitter : @RudderProject

Ohloh.net statistics

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Questions?

Follow us on Twitter: @RudderProject

Nicolas CHARLES - [email protected]