clusterverse  

A full-lifecycle, immutable cloud infrastructure cluster management role, using Ansible.

• Multi-cloud: clusterverse can manage cluster lifecycle in AWS and GCP
• Deploy: You define your infrastructure as code (in Ansible yaml), and clusterverse will deploy it
• Scale-up: If you change the cluster definitions and rerun the deploy, new nodes will be added.
• Redeploy (e.g. up-version): If you need to up-version, or replace the underlying OS, (i.e. to achieve fully immutable, zero-patching redeploys), the redeploy.yml playbook will replace each node in the cluster (via various redeploy schemes), and rollback if any failures occur.

clusterverse is designed to manage base-vm infrastructure that underpins cluster-based infrastructure, for example, Couchbase, Kafka, Elasticsearch, or Cassandra.

Contributing

Contributions are welcome and encouraged. Please see CONTRIBUTING.md for details.

Requirements

Python dependencies

Dependencies are managed via pipenv:

• pipenv install will create a Python virtual environment with dependencies specified in the Pipfile

To active the pipenv:

• pipenv shell
• or prepend the ansible-playbook commands with: pipenv run

AWS

• AWS account with IAM rights to create EC2 VMs and security groups in the chosen VPCs/subnets. Place the credentials in:
  • cluster_vars[buildenv].aws_access_key:
  • cluster_vars[buildenv].aws_secret_key:
• Preexisting VPCs:
  • cluster_vars[buildenv].vpc_name: my-vpc-{{buildenv}}
• Preexisting subnets. This is a prefix - the cloud availability zone will be appended to the end (e.g. a, b, c).
  • cluster_vars[buildenv].vpc_subnet_name_prefix: my-subnet-{{region}}
• Preexisting keys (in AWS IAM):
  • cluster_vars[buildenv].key_name: my_key__id_rsa

GCP

• Create a gcloud account.
• Create a service account in IAM & Admin / Service Accounts. Download the json file locally.
• Store the contents within the cluster_vars[buildenv].gcp_service_account_rawtext variable.
  • During execution, the json file will be copied locally because the Ansible GCP modules often require the file as input.
• Google Cloud SDK needs to be installed to run gcloud command-line (e.g. to disable delete protection) - this is handled by pipenv install

DNS

DNS is optional. If unset, no DNS names will be created. If DNS is required, you will need a DNS zone delegated to one of the following:

• nsupdate (e.g. bind9)
• AWS Route53
• Google Cloud DNS

Credentials to the DNS server will also be required. These are specified in the cluster_vars variable described below.

Cluster Definition Variables

Clusters are defined as code within Ansible yaml files that are imported at runtime. Because clusters are built from scratch on the localhost, the automatic Ansible group_vars inclusion cannot work with anything except the special all.yml group (actual groups need to be in the inventory, which cannot exist until the cluster is built). The group_vars/all.yml file is instead used to bootstrap _mergevars.

merge_vars

Clusterverse is designed to be used to deploy the same clusters in multiple clouds and multiple environments, potentially using similar configurations. In order to avoid duplicating configuration (adhering to the DRY principle), a new action plugin has been developed (called merge_vars) to use in place of the standard include_vars, which allows users to define the variables hierarchically, and include (and potentially override) those defined before them. This plugin is similar to include_vars, but when it finds dictionaries that have already been defined, it combines them instead of replacing them.

- merge_vars:
    ignore_missing_files: True
    from: "{{ merge_dict_vars_list }}"     #defined in `group_vars/all.yml`

• The variable _ignore_missingfiles can be set such that any files or directories that are not found in the defined 'from' list will not raise an error.

merge_dict_vars_list - hierarchical:

In the case of a fully hierarchical set of cluster definitions where each directory is a variable, (e.g. cloud (aws or gcp), region (eu-west-1) and _clusterid (test)), the folders may look like:

|-- aws
|   |-- eu-west-1
|   |   |-- sandbox
|   |   |   |-- test
|   |   |   |   `-- cluster_vars.yml
|   |   |   `-- cluster_vars.yml
|   |   `-- cluster_vars.yml
|   `-- cluster_vars.yml
|-- gcp
|   |-- europe-west1
|   |   `-- sandbox
|   |       |-- test
|   |       |   `-- cluster_vars.yml
|   |       `-- cluster_vars.yml
|   `-- cluster_vars.yml
|-- app_vars.yml
`-- cluster_vars.yml

group_vars/all.yml would contain merge_dict_vars_list with the files and directories, listed from top to bottom in the order in which they should override their predecessor:

merge_dict_vars_list:
  - "./cluster_defs/cluster_vars.yml"
  - "./cluster_defs/app_vars.yml"
  - "./cluster_defs/{{ cloud_type }}/"
  - "./cluster_defs/{{ cloud_type }}/{{ region }}/"
  - "./cluster_defs/{{ cloud_type }}/{{ region }}/{{ buildenv }}/"
  - "./cluster_defs/{{ cloud_type }}/{{ region }}/{{ buildenv }}/{{ clusterid }}/"

merge_dict_vars_list - flat:

It is also valid to define all the variables in a single sub-directory:

cluster_defs/
|-- test_aws_euw1
|   |-- app_vars.yml
|   +-- cluster_vars.yml
+-- test_gcp_euw1
    |-- app_vars.yml
    +-- cluster_vars.yml

In this case, merge_dict_vars_list would be only the top-level directory (using cluster_id as a variable). merge_vars does not recurse through directories.

merge_dict_vars_list:
  - "./cluster_defs/{{ clusterid }}"

/group_vars/{{cluster_id}}/*.yml:

If merge_dict_vars_list is not defined, it is still possible to put the flat variables in /group_vars/{{cluster_id}}, where they will be imported using the standard include_vars plugin.

This functionality offers no advantages over simply defining the same cluster yaml files in the directory structure defined in merge_dict_vars_list - flat merge_vars technique above, and that is considered preferred.

Cloud Credential Management

Credentials can be encrypted inline in the playbooks using ansible-vault.

• Because multiple environments are supported, it is recommended to use vault-ids, and have credentials per environment (e.g. to help avoid accidentally running a deploy on prod).
• There is a small script (.vaultpass-client.py) that returns a password stored in an environment variable (VAULT_PASSWORD_BUILDENV) to ansible. Setting this variable is mandatory within Clusterverse as if you need to decrypt sensitive data within ansible-vault, the password set within the variable will be used. This is particularly useful for running within Jenkins.
  • export VAULT_PASSWORD_BUILDENV=<'dev/stage/prod' password>
• To encrypt sensitive information, you must ensure that your current working dir can see the script .vaultpass-client.py and VAULT_PASSWORD_BUILDENV has been set:
  • ansible-vault encrypt_string --vault-id=sandbox@.vaultpass-client.py --encrypt-vault-id=sandbox
  • An example of setting a sensitive value could be your aws_secret_key. When running the cmd above, a prompt will appear such as:

    ansible-vault encrypt_string --vault-id=sandbox@.vaultpass-client.py --encrypt-vault-id=sandbox
    Reading plaintext input from stdin. (ctrl-d to end input)

  • Enter your plaintext input, then when finished press CTRL-D on your keyboard. Sometimes scrambled text will appear after pressing the combination such as ^D, press the same combination again and your scrambled hash will be displayed. Copy this as a value for your string within your cluster_vars.yml or app_vars.yml files. Example below:

    aws_secret_key: !vault |-
    $ANSIBLE_VAULT;1.2;AES256;sandbox
    7669080460651349243347331538721104778691266429457726036813912140404310

  • Notice !vault |- this is compulsory in order for the hash to be successfully decrypted
• To decrypt, either run the playbook with the correct VAULT_PASSWORD_BUILDENV and just debug: msg={{myvar}}, or:
  • echo '$ANSIBLE_VAULT;1.2;AES256;sandbox 86338616...33630313034' | ansible-vault decrypt --vault-id=sandbox@.vaultpass-client.py
  • or, to decrypt using a non-exported password:
  • echo '$ANSIBLE_VAULT;1.2;AES256;sandbox 86338616...33630313034' | ansible-vault decrypt --ask-vault-pass

Usage

clusterverse is an Ansible role, and as such must be imported into your \<project>/roles directory. There is a full-featured example in the /EXAMPLE subdirectory.

To import the role into your project, create a requirements.yml file containing:

roles:
  - name: clusterverse
    src: https://github.com/sky-uk/clusterverse
    version: master          ## branch, hash, or tag 

• If you use a cluster.yml file similar to the example found in EXAMPLE/cluster.yml, clusterverse will be installed from Ansible Galaxy automatically on each run of the playbook.

• To install it manually: ansible-galaxy install -r requirements.yml -p /<project>/roles/

Invocation

For full invocation examples and command-line arguments, please see the example README.md

The role is designed to run in two modes:

Deploy (also performs scaling and repairs)

• A playbook based on the cluster.yml example will be needed.
• The cluster.yml sub-role immutably deploys a cluster from the config defined above. If it is run again (with no changes to variables), it will do nothing. If the cluster variables are changed (e.g. add a host), the cluster will reflect the new variables (e.g. a new host will be added to the cluster. Note: it will not remove nodes, nor, usually, will it reflect changes to disk volumes - these are limitations of the underlying cloud modules).

Redeploy

• A playbook based on the redeploy.yml example will be needed.
• The redeploy.yml sub-role will completely redeploy the cluster; this is useful for example to upgrade the underlying operating system version.
• It supports canary deploys. The canary extra variable must be defined on the command line set to one of: start, finish, filter, none or tidy.
• It contains callback hooks:
  • mainclusteryml: This is the name of the deployment playbook. It is called to deploy nodes for the new cluster, or to rollback a failed deployment. It should be set to the value of the primary deploy playbook yml (e.g. cluster.yml)
  • predeleterole: This is the name of a role that should be called prior to deleting VMs; it is used for example to eject nodes from a Couchbase cluster. It takes a list of hosts_to_remove VMs.
• It supports pluggable redeployment schemes. The following are provided:
  • _scheme_rmvm_rmdisk_only
    • This is a very basic rolling redeployment of the cluster.
    • Supports redploying to bigger or smaller clusters (where no recovery is possible).
    • It assumes a resilient deployment (it can tolerate one node being deleted from the cluster). There is no rollback in case of failure.
    • For each node in the cluster:
    • Run predeleterole
    • Delete/ terminate the node (note, this is irreversible).
    • Run the main cluster.yml (with the same parameters as for the main playbook), which forces the missing node to be redeployed (the cluster_suffix remains the same).
    • If canary=start, only the first node is redeployed. If canary=finish, only the remaining (non-first), nodes are redeployed. If canary=none, all nodes are redeployed.
    • If canary=filter, you must also pass canary_filter_regex=regex where regex is a pattern that matches the hostnames of the VMs that you want to target.
    • If the process fails at any point:
    • No further VMs will be deleted or rebuilt - the playbook stops.
  • _scheme_addnewvm_rmdisk_rollback
    • Supports redploying to bigger or smaller clusters
    • For each node in the cluster:
    • Create a new VM
    • Run predeleterole on the previous node
    • Shut down the previous node.
    • If canary=start, only the first node is redeployed. If canary=finish, only the remaining (non-first), nodes are redeployed. If canary=none, all nodes are redeployed.
    • If canary=filter, you must also pass canary_filter_regex=regex where regex is a pattern that matches the hostnames of the VMs that you want to target.
    • If the process fails for any reason, the old VMs are reinstated, and any new VMs that were built are stopped (rollback)
    • To delete the old VMs, either set '-e canary_tidy_on_success=true', or call redeploy.yml with '-e canary=tidy'
  • _scheme_addallnew_rmdisk_rollback
    • Supports redploying to bigger or smaller clusters
    • If canary=start or canary=none
    • A full mirror of the cluster is deployed.
    • If canary=finish or canary=none:
      • predeleterole is called with a list of the old VMs.
      • The old VMs are stopped.
    • If canary=filter, an error message will be shown is this scheme does not support it.
    • If the process fails for any reason, the old VMs are reinstated, and the new VMs stopped (rollback)
    • To delete the old VMs, either set '-e canary_tidy_on_success=true', or call redeploy.yml with '-e canary=tidy'
  • _scheme_rmvm_keepdisk_rollback
    • Redeploys the nodes one by one, and moves the secondary (non-root) disks from the old to the new (note, only non-ephemeral disks can be moved).
    • Cluster node topology must remain identical. More disks may be added, but none may change or be removed.
    • It assumes a resilient deployment (it can tolerate one node being removed from the cluster).
    • For each node in the cluster:
    • Run predeleterole
    • Stop the node
    • Detach the disks from the old node
    • Run the main cluster.yml to create a new node
    • Attach disks to new node
    • If canary=start, only the first node is redeployed. If canary=finish, only the remaining (non-first), nodes are replaced. If canary=none, all nodes are redeployed.
    • If canary=filter, you must also pass canary_filter_regex=regex where regex is a pattern that matches the hostnames of the VMs that you want to target.
    • If the process fails for any reason, the old VMs are reinstated (and the disks reattached to the old nodes), and the new VMs are stopped (rollback)
    • To delete the old VMs, either set '-e canary_tidy_on_success=true', or call redeploy.yml with '-e canary=tidy'
  • _noredeploy_scale_in_only
  • A special 'not-redeploy' scheme, which scales-in a cluster without needing to redeploy every node.
  • For each node in the cluster:
    • Run predeleterole on the node
    • Shut down the node.
  • If canary=start, only the first node is shut-down. If canary=finish, only the remaining (non-first), nodes are shutdown. If canary=none, all nodes are shut-down.