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Lessons Learned in
the OSUOSL Puppet
     Migration
     Lance Albertson
        Director
    lance@osuosl.org
       @ramereth
Session Summary
●   OSL team environment overview
●   Brief OSL systems architecture history
●   CFEngine environment & stats
●   Initial Puppet environments
●   Git repo all the things!
●   Modules strategy
●   Deployment/migration strategy
●   Future Plans
           Lessons Learned in the OSUOSL Puppet Migration
           Lance Albertson | lance@osuosl.org | @ramereth
OSL Team Environment
●   2 FTE Sysadmins, 1 FTE developer
●   6-10 student sysadmins
●   4-6 student devs
●   Student productivity / turnover
●   Multiple on-going projects
●   Incoming tickets keeps us busy
●   Domain knowledge is mostly on me*
          * I'm bad at documentation

          Lessons Learned in the OSUOSL Puppet Migration
          Lance Albertson | lance@osuosl.org | @ramereth
OSL Team Environment




     Left to Right: Rudy (basic), Daniel (irdan) and Sean (chekka)


         Lessons Learned in the OSUOSL Puppet Migration
         Lance Albertson | lance@osuosl.org | @ramereth
OSL Systems History
● Started out on Debian ('03-'05)
● Switched to Gentoo Hardened ('05-'12)
  ○ Gentoo devs on staff (mostly me)
  ○ Wanted the grsec/PaX features
● Started deploying CentOS 5 ('08+)
● All new deployments CentOS 6 ('12+)
  ○ EOL schedule worked best for us
● CFEngine 2 for config management
● Some mixed CFEngine/puppet env.
         Lessons Learned in the OSUOSL Puppet Migration
         Lance Albertson | lance@osuosl.org | @ramereth
CFengine Environment
●   Manages all package installs & upgrades
●   180 "Services"
●   174 Package classes
●   110 cf. files
●   19,200 lines of raw cf files
●   14,700 lines actual code
●   1440 lines in cf.classes alone
●   23,000 commits (8,800 are mine alone)
           Lessons Learned in the OSUOSL Puppet Migration
           Lance Albertson | lance@osuosl.org | @ramereth
CFengine Environment
● "Do all the things in cfengine"
● A lot of hacked logic because its CF 2
● Not very dynamic for our needs
● No way to delegate access to projects
● Upgrade path to CF 3 would be a
  nightmare
● But excellent-ish support for Gentoo :-)

          Lessons Learned in the OSUOSL Puppet Migration
          Lance Albertson | lance@osuosl.org | @ramereth
Reason for choosing Puppet
●   Liked its goals and approach overall
●   Proximity to Puppet Labs (PDX)
●   Lots of sharable modules and code
●   Excellent community
●   Lots of progress in its feature set
●   Horrible Gentoo support :-(
    ○   But its improving a little!
              Lessons Learned in the OSUOSL Puppet Migration
              Lance Albertson | lance@osuosl.org | @ramereth
Puppet Migration Strategy
● Avoid mixed cfengine / puppet
  environments at all cost
  ○   Either all cfengine or all puppet
● Convert all CentOS hosts first
  ○ Easy transition
● Rebuild, Retire, Rearchitect Gentoo
  hosts
  ○   Same basic architecture since 2005
            Lessons Learned in the OSUOSL Puppet Migration
            Lance Albertson | lance@osuosl.org | @ramereth
The Beginnings
●   Planning in early 2010
●   Summer of 2010 initial implementation
●   Student project
●   Used code from example42
●   Single git repo (#1) for everything
●   Gentoo Puppet issues
    ○ No concept of use flags, keywords, etc
    ○ Package dependencies are hell
            Lessons Learned in the OSUOSL Puppet Migration
            Lance Albertson | lance@osuosl.org | @ramereth
Git repo all the things! - 2010
● Fall 2010 - Git repo #2 created
● Split into repos based on projects
  ○ Try to solve the delegation problem
  ○ Manifests were done in an ugly way
  ○ Didn't use submodules but a simple script to keep things
      in sync - i.e. non-standard
● Repo is in production still today
  ○ Drupal Project has their own module repo
  ○ They use it to manage their services primarily
  ○ We run CFengine along-side puppet on Drupal Project
      machines
              Lessons Learned in the OSUOSL Puppet Migration
              Lance Albertson | lance@osuosl.org | @ramereth
Git repo all the things! - 2011
● Summer 2011 Repo #3 created
● 2-3 students started it again
● Partnered with PDXCAT team
● Repo for every module, and submodule
  everything
● Nightmare management of the super-repo
● Very confusing to new students
● Deployed it on all the student workstations to
  test
  ○ Now its instance #2 that is running in production
             Lessons Learned in the OSUOSL Puppet Migration
             Lance Albertson | lance@osuosl.org | @ramereth
Git repo all the things! - 2011
● Summer 2011
● Added basic puppet syntax checking commit
  hook
● Implemented puppet-sync
  ○ https://github.com/pdxcat/puppet-sync
  ○ A script to synchronize you manifests from a GIT
      repository to your Puppet master.
● This helped but the submodules produced so
  much rage face

             Lessons Learned in the OSUOSL Puppet Migration
             Lance Albertson | lance@osuosl.org | @ramereth
Git repo all the things! - 2012
● Summer 2012
  ○ I take a crack at fixing the repo mess
● Repo #4 is created with a slightly saner
  approach
● Still using submodules, but much less
● Refactored a bunch of code
● Did take a look at mr for repo management
● Never went into production, kind of forgotten

           Lessons Learned in the OSUOSL Puppet Migration
           Lance Albertson | lance@osuosl.org | @ramereth
Git repo all the things! - 2013
● Fall 2013 - "Lets get this right for real"
● Very simplified multi-repo layout (K.I.S.S.)
● Single repo
● Directory layout:
  ○ dist/ - internal modules
  ○ libs/modules - public or internal->public modules
  ○ site/ - site specific modules
     ■ site/os - OS specific module
     ■ site/role - Role specific module
● Submodules for libs/*
              Lessons Learned in the OSUOSL Puppet Migration
              Lance Albertson | lance@osuosl.org | @ramereth
Lessons learned from the repos
● K.I.S.S. from the start
● Submodules produces a lot of rage face
● Pick something and stick with it the best
  you can
● Flexibility is nice, but don't need it in the
  beginning
● Try to use community modules when
  possible
           Lessons Learned in the OSUOSL Puppet Migration
           Lance Albertson | lance@osuosl.org | @ramereth
Current status of migration
● Workstations on new "simple" repo
● Building base modules (80% finished)
  ○ Importing some from the other repos, refactoring,
       cleaning up
   ○   Using community modules (mysql, concat, etc)
● Importing OSL site specific magic
  ○ Converting CFengine-isms into Puppet
  ○ Try and undo really hacked up code and processes
● Testing and more testing
              Lessons Learned in the OSUOSL Puppet Migration
              Lance Albertson | lance@osuosl.org | @ramereth
Testing Environment
● Vagrant and more vagrant
  ○ Build standard cfengine-ized basebox
  ○ Run new modules to see changes
● Future Plans
  ○ RSpec testing on modules (eventually)
  ○ Jenkins CI environment of some kind
● Projects' access
  ○ Give them an environment to test major changes
● Needs a lot of work
             Lessons Learned in the OSUOSL Puppet Migration
             Lance Albertson | lance@osuosl.org | @ramereth
Current Migration Strategy
● Finish base puppet modules
  ○ Build other modules as needed
● Deploy application service management
  ○ Services not currently managed by CFengine
  ○ Will run in parallel with CFengine
● Convert all current CentOS 5/6 hosts one-by-one
● Gentoo -> CentOS Migration
  ○ Rebuilt as CentOS 6 under puppet
  ○ Retired, re-architected, etc
           Lessons Learned in the OSUOSL Puppet Migration
           Lance Albertson | lance@osuosl.org | @ramereth
Future Plans
● Publish OSL modules
● Delegation to projects
  ○ Allow projects to check out their puppet config
  ○ Integrated testing, merging, etc
  ○ Less work on our staff long term
● Use other tools
  ○ Deploy Foreman (or something similar like PE)
  ○ Try out Puppet Enterprise
  ○ Look into PuppetDB, MCollective, Hiera, etc
              Lessons Learned in the OSUOSL Puppet Migration
              Lance Albertson | lance@osuosl.org | @ramereth
Conclusion Takeaways
● Dedicate someone on the conversion
  ○ Maintain consistency, less context switching
● Use K.I.S.S. principle as much as possible
● Target specific hosts as examples for
  conversion
  ○ Do test deploys with vagrant
● Use "brick and mortar" philosophy
  ○ Try and keep site specific code out of the
     modules the best you can
           Lessons Learned in the OSUOSL Puppet Migration
           Lance Albertson | lance@osuosl.org | @ramereth
Questions?
                  Lance Albertson
                 lance@osuosl.org
                     @ramereth
                  http://osuosl.org
             http://lancealbertson.com
                Follow OSUOSL
            @osuosl | fb.com/OSUOSL
             G+ "Open Source Lab"
                     This work is licensed under a
    Creative Commons Attribution-Share Alike 3.0 United States License.
                            Copyright 2013

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Lessons Learned in the OSUOSL Puppet Migration

  • 1. Lessons Learned in the OSUOSL Puppet Migration Lance Albertson Director lance@osuosl.org @ramereth
  • 2. Session Summary ● OSL team environment overview ● Brief OSL systems architecture history ● CFEngine environment & stats ● Initial Puppet environments ● Git repo all the things! ● Modules strategy ● Deployment/migration strategy ● Future Plans Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 3. OSL Team Environment ● 2 FTE Sysadmins, 1 FTE developer ● 6-10 student sysadmins ● 4-6 student devs ● Student productivity / turnover ● Multiple on-going projects ● Incoming tickets keeps us busy ● Domain knowledge is mostly on me* * I'm bad at documentation Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 4. OSL Team Environment Left to Right: Rudy (basic), Daniel (irdan) and Sean (chekka) Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 5. OSL Systems History ● Started out on Debian ('03-'05) ● Switched to Gentoo Hardened ('05-'12) ○ Gentoo devs on staff (mostly me) ○ Wanted the grsec/PaX features ● Started deploying CentOS 5 ('08+) ● All new deployments CentOS 6 ('12+) ○ EOL schedule worked best for us ● CFEngine 2 for config management ● Some mixed CFEngine/puppet env. Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 6. CFengine Environment ● Manages all package installs & upgrades ● 180 "Services" ● 174 Package classes ● 110 cf. files ● 19,200 lines of raw cf files ● 14,700 lines actual code ● 1440 lines in cf.classes alone ● 23,000 commits (8,800 are mine alone) Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 7. CFengine Environment ● "Do all the things in cfengine" ● A lot of hacked logic because its CF 2 ● Not very dynamic for our needs ● No way to delegate access to projects ● Upgrade path to CF 3 would be a nightmare ● But excellent-ish support for Gentoo :-) Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 8. Reason for choosing Puppet ● Liked its goals and approach overall ● Proximity to Puppet Labs (PDX) ● Lots of sharable modules and code ● Excellent community ● Lots of progress in its feature set ● Horrible Gentoo support :-( ○ But its improving a little! Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 9. Puppet Migration Strategy ● Avoid mixed cfengine / puppet environments at all cost ○ Either all cfengine or all puppet ● Convert all CentOS hosts first ○ Easy transition ● Rebuild, Retire, Rearchitect Gentoo hosts ○ Same basic architecture since 2005 Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 10. The Beginnings ● Planning in early 2010 ● Summer of 2010 initial implementation ● Student project ● Used code from example42 ● Single git repo (#1) for everything ● Gentoo Puppet issues ○ No concept of use flags, keywords, etc ○ Package dependencies are hell Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 11. Git repo all the things! - 2010 ● Fall 2010 - Git repo #2 created ● Split into repos based on projects ○ Try to solve the delegation problem ○ Manifests were done in an ugly way ○ Didn't use submodules but a simple script to keep things in sync - i.e. non-standard ● Repo is in production still today ○ Drupal Project has their own module repo ○ They use it to manage their services primarily ○ We run CFengine along-side puppet on Drupal Project machines Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 12. Git repo all the things! - 2011 ● Summer 2011 Repo #3 created ● 2-3 students started it again ● Partnered with PDXCAT team ● Repo for every module, and submodule everything ● Nightmare management of the super-repo ● Very confusing to new students ● Deployed it on all the student workstations to test ○ Now its instance #2 that is running in production Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 13. Git repo all the things! - 2011 ● Summer 2011 ● Added basic puppet syntax checking commit hook ● Implemented puppet-sync ○ https://github.com/pdxcat/puppet-sync ○ A script to synchronize you manifests from a GIT repository to your Puppet master. ● This helped but the submodules produced so much rage face Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 14. Git repo all the things! - 2012 ● Summer 2012 ○ I take a crack at fixing the repo mess ● Repo #4 is created with a slightly saner approach ● Still using submodules, but much less ● Refactored a bunch of code ● Did take a look at mr for repo management ● Never went into production, kind of forgotten Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 15. Git repo all the things! - 2013 ● Fall 2013 - "Lets get this right for real" ● Very simplified multi-repo layout (K.I.S.S.) ● Single repo ● Directory layout: ○ dist/ - internal modules ○ libs/modules - public or internal->public modules ○ site/ - site specific modules ■ site/os - OS specific module ■ site/role - Role specific module ● Submodules for libs/* Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 16. Lessons learned from the repos ● K.I.S.S. from the start ● Submodules produces a lot of rage face ● Pick something and stick with it the best you can ● Flexibility is nice, but don't need it in the beginning ● Try to use community modules when possible Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 17. Current status of migration ● Workstations on new "simple" repo ● Building base modules (80% finished) ○ Importing some from the other repos, refactoring, cleaning up ○ Using community modules (mysql, concat, etc) ● Importing OSL site specific magic ○ Converting CFengine-isms into Puppet ○ Try and undo really hacked up code and processes ● Testing and more testing Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 18. Testing Environment ● Vagrant and more vagrant ○ Build standard cfengine-ized basebox ○ Run new modules to see changes ● Future Plans ○ RSpec testing on modules (eventually) ○ Jenkins CI environment of some kind ● Projects' access ○ Give them an environment to test major changes ● Needs a lot of work Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 19. Current Migration Strategy ● Finish base puppet modules ○ Build other modules as needed ● Deploy application service management ○ Services not currently managed by CFengine ○ Will run in parallel with CFengine ● Convert all current CentOS 5/6 hosts one-by-one ● Gentoo -> CentOS Migration ○ Rebuilt as CentOS 6 under puppet ○ Retired, re-architected, etc Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 20. Future Plans ● Publish OSL modules ● Delegation to projects ○ Allow projects to check out their puppet config ○ Integrated testing, merging, etc ○ Less work on our staff long term ● Use other tools ○ Deploy Foreman (or something similar like PE) ○ Try out Puppet Enterprise ○ Look into PuppetDB, MCollective, Hiera, etc Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 21. Conclusion Takeaways ● Dedicate someone on the conversion ○ Maintain consistency, less context switching ● Use K.I.S.S. principle as much as possible ● Target specific hosts as examples for conversion ○ Do test deploys with vagrant ● Use "brick and mortar" philosophy ○ Try and keep site specific code out of the modules the best you can Lessons Learned in the OSUOSL Puppet Migration Lance Albertson | lance@osuosl.org | @ramereth
  • 22. Questions? Lance Albertson lance@osuosl.org @ramereth http://osuosl.org http://lancealbertson.com Follow OSUOSL @osuosl | fb.com/OSUOSL G+ "Open Source Lab" This work is licensed under a Creative Commons Attribution-Share Alike 3.0 United States License. Copyright 2013