Real-life Ansible – chapter one – how to run playbooks on production (more) safely

This is the first blog post in a series presenting some various real-life examples of Ansible in our projects. If you are interested in Ansible going production-ready – stay tuned!

Problem definition

We have a few inventories, like dev, stage and prod. For some of them, stability is not as important as for the others. On the other hand, our playbooks may contain several parameters, and we also want to pass some ansible-playbook parameters (e.g. tags), so a command to perform some action could be pretty long. It’s easy to overlook the crucial ones, especially for the production environment.

ansible-playbook -i inventories/dev app1.yml -e app_version=snapshot -t app --skip-tags maintenance -e serial=2

In such a situation there is a very high risk that we find a command in our shell history and run a playbook forgetting to change the inventory. While running the wrong command on dev is not so painful, we want to prevent accidental playbook running on production.

Confirmation on production

In the next few paragraphs I will show you our solution of making our playbooks production-aware.

Dedicated role

We decided to create a dedicated role named confirm, which is responsible for confirming our production actions. Why a dedicated role? Because we can include it in all playbooks that require confirmation. So to ensure confirmation is prompted, it’s enough to add a role to your playbook.

- hosts: app1 gather_facts: no roles: - confirm tags: - always

We can skip the fact-gathering stage, as we do not depend on any system parameter. Most importantly, by using the always tag, we run this role always, regardless of the tags given in the command line.

Role tasks

I will show you the tasks’ evolution leading to the final version. Firstly, there might be just two simple tasks:

- name: wait for confirmation if required pause: prompt: "You are running playbook for {{ env }}, type environment name to confirm" register: confirm_response - name: fail if wrong confirmation fail: msg: "Aborting due to incorrect input, given <<{{ confirm_response.user_input }}>>, expected <<{{ env }}>>" when: env != confirm_response.user_input

The snippet above shows a simple prompt asking a person to type the environment name to confirm their actions. This gives us the solution to our main goal – getting rid of playbooks that are running mindlessly. After prompt, you must type again the environment name (e.g. prod), so you must be aware that the playbook is run on production. If the confirmation response is wrong, the playbook is aborted.

Running multiple playbooks at once

Sometimes we need to run multiple playbooks at once, e.g.:

ansible-playbook -i inventories/dev app1.yml app2.yml app3.yml

In the solution above, we should confirm our actions in each playbook. To avoid this drawback, let’s introduce a slight modification:

- name: wait for confirmation if required pause: prompt: "You are running playbook for {{ env }}, type environment name to confirm" register: confirm_response when: confirm_response_user_input is not defined - set_fact: confirm_response_user_input: "{{ confirm_response.user_input }}" when: confirm_response_user_input is not defined - name: fail if wrong confirmation fail: msg: "Aborting due to incorrect input, given <<{{ confirm_response_user_input }}>>, expected <<{{ env }}>>" when: env != confirm_response_user_input

Now, we save the confirmation to the variable, so we can confirm only once. Why a dedicated variable? Why can’t we use confirm_response? Because if we skip the first task, confirm_response would contain info about the skipped first task instead of previous user input.

Securing only prod

Securing all playbooks would give us some inconvenience – it’s only important in a prod environment. To run security only on prod, we can wrap all tasks in a block, where we would test if this environment needs securing.

- block: - name: wait for confirmation if required pause: prompt: "You are running playbook for {{ env }}, type environment name to confirm" register: confirm_response when: confirm_response_user_input is not defined - set_fact: confirm_response_user_input: "{{ confirm_response.user_input }}" when: confirm_response_user_input is not defined - name: fail if wrong confirmation fail: msg: "Aborting due to incorrect input, given <<{{ confirm_response_user_input }}>>, expected <<{{ env }}>>" when: env != confirm_response_user_input when: confirm_actions is defined and confirm_actions delegate_to: localhost run_once: true

Now, only production has the variable defined as confirm_actions: true and only production needs manual confirmation before running. We must delegate the whole block to localhost, because we need to set fact – and we want to do it once and for all hosts.

Summary

Using the solution given above, we achieved the following goals:

  • Confirmation is required before running a playbook on production.
  • Even if we run a few playbooks at once, only single confirmation is required.
  • It’s easy to secure additional roles.
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CasperJS for Java developers

Why CasperJS

Being a Java developer is kinda hard these days. Java may not be dead yet, but when keeping in sync with all the hipster JavaScript frameworks could make us feel a bit outside the playground. It’s even hard to list JavaScript frameworks with latest releases on one website.

In my current project, we are using AngularJS. It’a a nice abstraction of MV* pattern in frontend layer of any web application (we use Grails underneath). Here is a nice article with an 8-point Win List of Angular way of handling AJAX calls and updating the view. So it’s not only a funny new framework but a truly helper of keeping your code clean and neat.

But there is also another area when you can put helpful JS framework in place of plan-old-java one - functional tests. Especially when you are dealing with one page app with lots of asynchronous REST/JSON communication.

Selenium and Geb

In Java/JVM project the typical is to use Selenium with some wrapper like Geb. So you start your project, setup your CI-functional testing pipeline and… after 1 month of coding your tests stop working and being maintainable. The frameworks itselves are not bad, but the typical setup is so heavy and has so many points of failure that keeping it working in a real life project is really hard.

Here is my list of common myths about Selenium: * It allows you to record test scripts via handy GUI - maybe some static request/response sites. In modern web applications with asynchronous REST/JSON communication your tests must contain a lot of “waitFor” statements and you cannot automate where these should be included. * It allows you to test your web app against many browsers - don’t try to automate IE tests! You have to manually open your app in IE to see how it actually bahaves! * It integrates well with continuous integration servers like Jenkins - you have to setup Selenium Grid on server with X installed to run tests on Chrome or Firefox and a Windows server for IE. And the headless HtmlUnit driver lacks a lot of JS support.

So I decided to try something different and introduce a bit of JavaScript tooling in our project by using CasperJS.

Introduction

CasperJS is simple but powerful navigation scripting & testing utility for PhantomJS - scritable headless WebKit (which is an rendering engine used by Safari and Chrome). In short - CasperJS allows you to navigate and make assertions about web pages as they’d been rendered in Google Chrome. It is enough for me to automate the functional tests of my application.

If you want a gentle introduction to the world of CasperJS I suggest you to read: * Official website, especially installation guide and API * Introductionary article from CasperJS creator Nicolas Perriault * Highlevel testing with CasperJS by Kevin van Zonneveld * grails-angular-scaffolding plugin by Rob Fletcher with some working CasperJS tests

Full example

I run my test suite via following script:

casperjs test --direct --log-level=debug --testhost=localhost:8080 --includes=test/casper/includes/casper-angular.coffee,test/casper/includes/pages.coffee test/casper/specs/

casper-angular.coffe

casper.test.on "fail", (failure) ->
    casper.capture(screenshot)

testhost   = casper.cli.get "testhost"
screenshot = 'test-fail.png'

casper
    .log("Using testhost: #{testhost}", "info")
    .log("Using screenshot: #{screenshot}", "info")

casper.waitUntilVisible = (selector, message, callback) ->
    @waitFor ->
        @visible selector
    , callback, (timeout) ->
        @log("Selector [#{selector}] not visible, failing")
        withParentSelector selector, (parent) ->
            casper.log("Output of parent selector [#{parent}]")
            casper.debugHTML(parent)
        @echo message, "RED_BAR"
        @capture(screenshot)
        @test.fail(f("Wait timeout occured (%dms)", timeout))

withParentSelector = (selector, callback) ->
    if selector.lastIndexOf(" ") > 0
       parent = selector[0..selector.lastIndexOf(" ")-1]
       callback(parent)

Sample pages.coffee:

x = require('casper').selectXPath

class EditDocumentPage

    assertAt: ->
        casper.test.assertSelectorExists("div.customerAccountInfo", 'at EditDocumentPage')

    templatesTreeFirstCategory: 'ul.tree li label'
    templatesTreeFirstTemplate: 'ul.tree li a'
    closePreview: '.closePreview a'
    smallPreview: '.smallPreviewContent img'
    bigPreview: 'img.previewImage'
    confirmDelete: x("//div[@class='modal-footer']/a[1]")

casper.editDocument = new EditDocumentPage()

End a test script:

testhost = casper.cli.get "testhost" or 'localhost:8080'

casper.start "http://#{testhost}/app", ->
    @test.assertHttpStatus 302
    @test.assertUrlMatch /\/fakeLogin/, 'auto login'
    @test.assert @visible('input#Create'), 'mock login button'
    @click 'input#Create'

casper.then ->
    @test.assertUrlMatch /document#\/edit/, 'new document'
    @editDocument.assertAt()
    @waitUntilVisible @editDocument.templatesTreeFirstCategory, 'template categories not visible', ->
        @click @editDocument.templatesTreeFirstCategory
        @waitUntilVisible @editDocument.templatesTreeFirstTemplate, 'template not visible', ->
            @click @editDocument.templatesTreeFirstTemplate

casper.then ->
    @waitUntilVisible @editDocument.smallPreview, 'small preview not visible', ->
        # could be dblclick / whatever
        @mouseEvent('click', @editDocument.smallPreview)

casper.then ->
    @waitUntilVisible @editDocument.bigPreview, 'big preview should be visible', ->
        @test.assertEvalEquals ->
            $('.pageCounter').text()
        , '1/1', 'page counter should be visible'
        @click @editDocument.closePreview

casper.then ->
    @click 'button.cancel'
    @waitUntilVisible '.modal-footer', 'delete confirmation not visible', ->
        @click @editDocument.confirmDelete

casper.run ->
    @test.done()

Here is a list of CasperJS features/caveats used here:

  • Using CoffeeScript is a huge win for your test code to look neat
  • When using casper test command, beware of different (than above articles) logging setup. You can pass --direct --log-level=debug from commandline for best results. Logging is essential here since Phantom often exists without any error and you do want to know what just happened.
  • Extract your helper code into separate files and include them by using --includes switch.
  • When passing server URL as a commandline switch remember that in CoffeeScript variables are not visible between multiple source files (unless getting them via window object)
  • It’s good to override standard waitUntilVisible with capting a screenshot and making a proper log statement. In my version I also look for a parent selector and debugHTML the content of it - great for debugging what is actually rendered by the browser.
  • Selenium and Geb have a nice concept of Page Objects - an abstract models of pages rendered by your application. Using CoffeeScript you can write your own classes, bind selectors to properties and use then in your code script. Assigning the objects to casper instance will end up with quite nice syntax like @editDocument.assertAt().
  • There is some issue with CSS :first and :last selectors. I cannot get them working (but maybe I’m doing something wrong?). But in CasperJS you can also use XPath selectors which are fine for matching n-th child of some element (x("//div[@class='modal-footer']/a[1]")).
    Update: :first and :last are not CSS3 selectors, but JQuery ones. Here is a list of CSS3 selectors, all of these are supported by CasperJS. So you can use nth-child(1) is this case. Thanks Andy and Nicolas for the comments!

Working with CasperJS can lead you to a few hour stall, but after getting things working you have a new, cool tool in your box!