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Rudder
       Configuration Management
         benefits for everyone




Nicolas CHARLES – nch@normation.com   Normation – CC-BY-SA
                                      normation.com
Who am I ?

●   Nicolas CHARLES
     ●   Job : Co-founder and CEO of Normation
     ●   Trade :
          –   Have a developer background (Scala)
          –   Came to system administration in 2009 with CFEngine 3
          –   One of the developers of Rudder
          –   Love to code (still more a Dev than an Ops)
     ●   Open Source : CFEngine Community Champion




    Contacts
    Mail : nch@normation.com
    Twitter : @nico_charles


                                                                      Normation – CC-BY-SA
                                                                      normation.com          2
Topic

Lifecycle of an IT system
                                     Best          Security
Specifications                     practices        rules




                    Dev          QA/Test/Int     Production
                 environment     environment     environment




                   Changes       Changes         Changes




Issues

                                 Disaster        Prove
      From 1 service to...                     compliance
        10, 100, 1000 !          recovery



                                                  Normation – CC-BY-SA
                                                  normation.com          3
The three waves of IT configuration

           1. Craft                          2. Duplication               3. Central management




Hand made configuration,               A “perfect” installation,          Automated configuration,
     tailored to fit                   reproduced identically             managed from a central
                                                                                  point
   ●   Adaptative to all needs           ●   Save time, from the second      ●   Centralized control
   ●   Customized solution                   deployment onwards              ●   Change management
   ●   Detail oriented                   ●   Identical environments          ●   Validation and reporting
                                                                             ●   Knowledge sharing

   ●   Scalability issue                 ●   Adapting parameters             ●   Agent on each server
   ●   Repetition is not                 ●   Change management               ●   Learning curve
       a human quality                   ●   Image format compatibility      ●   Increased complexity of ops
   ●   Knowledge sharing


                                        EVOLUTION

                                                                                    Normation – CC-BY-SA
                                                                                    normation.com              4
Configuration management

Reproducibility    Industrialization   Documentation             History


                                                Building-up
           Automation
                                                knowledge




              Configuration management

             Vigilance                             Control


 Automatic
                         Alerts        Formalization          Reporting
  repairs


                                                        Normation – CC-BY-SA
                                                        normation.com          5
A recognized best practice

●   Several recognized standards and recommendations
    emphasize configuration management



                                9000


●   Recommendations since 2007 :
    ●   « Operational error causes about 40% of all outages »
    ●   « Implementation of a configuration management strategy will reduce
        downtime by as much as 35% »




                                                                Normation – CC-BY-SA
                                                                normation.com          6
Goals




          Make configuration management easy
                and increase its adoption


     Lower entry cost                       Extend benefits
               to                                    of
      learn and use                   configuration management
                                                     to
configuration management                  a wider population


                                                   Junior                Non
 Easy to use        Highly powerful   Managers
                                                 sysadmins              experts

                                                          Normation – CC-BY-SA
                                                          normation.com           7
Key points




Specifically designed for   Simplified user experience
configuration management    (web interface)


Based on CFEngine,
                            Graphical reporting
standard since 1993


Automatic inventory         Best practices library
(hardware and software)     included


Multi-platform
                            Open Source
(packaged for each OS)


                                  Normation – CC-BY-SA
                                  normation.com          8
Workflow

   c c
              Techniques                                  Nodes
Community
             Implemented in                          Search critieria on
             CFEngine syntax                           inventory data
                   +                               Hardware/OS/Network/
              metadata for                         Software/Node name/
 Expert     web configuration                                ...



              Directives                                 Groups

 Decider

                                     Rules

                                Apply Directives
                                                                     Sysadmins
                                  to a Group


                                                           Normation – CC-BY-SA
                                                           normation.com          9
Behaviour


New nodes

            Inventory

                    Web interface on Rudder server

             Browse and search           Create node groups
                 node data                (static, dynamic)


                  Configure               View infrastructure
               rules on groups                   status



                 CFEngine                        Reports (specific format
                  policy                         via syslog)
                                 Managed nodes

                                                            Normation – CC-BY-SA
                                                            normation.com          10
Web Interface overview




                         Normation – CC-BY-SA
                         normation.com          11
Web Interface overview




                         Normation – CC-BY-SA
                         normation.com          12
Web Interface overview




                         Normation – CC-BY-SA
                         normation.com          13
Web Interface overview




                         Normation – CC-BY-SA
                         normation.com          14
Web Interface overview




                         Normation – CC-BY-SA
                         normation.com          15
The Open Source project

●   Created in 2009
    ●   October 2011 : First public release
    ●   August 2012 : Second major release (2.4)
●   Main technologies : CFEngine, Scala
●   Community
    ●   Full time developers: 8 (at Normation)
    ●   Official contributors : 6
    ●   Other members : ~20
●   Key links :
    ●   Community website : http://www.rudder-project.org
    ●   Source code : http://github.com/Normation/
    ●   IRC : #rudder on Freenode
    ●   Twitter : @RudderProject


                                                            Normation – CC-BY-SA
                                                            normation.com          16
Questions ?




              Normation – CC-BY-SA
              normation.com
CFEngine : architecture

Typical CFEngine architecture




                           CFEngine server

                                               Communication TCP
                                                  (port 5308)
                                                   Metadata
                                                     Files




           Node           Node          Node   Node




                                                  Normation – Tous droits réservés
                                                    Normation – CC-BY-SA
                                                  normation.com
                                                    normation.com                    10
Rudder : architecture

Rudder architecture, on top of CFEngine

                               Rudder server
              Generation
                                                  Compliance
             of CFEngine
                                                  computation
               promises       CFEngine server

                                                         Communication TCP
                                                            (port 5309)
                 Reports                                     Metadata
                 (syslog)                                      Files

   Inventories
    (Port 80)


                 Node        Node          Node         Node




                                                            Normation – Tous droits réservés
                                                              Normation – CC-BY-SA
                                                            normation.com
                                                              normation.com                    11

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Rudder - Configuration management benefits for everyone

  • 1. Rudder Configuration Management benefits for everyone Nicolas CHARLES – nch@normation.com Normation – CC-BY-SA normation.com
  • 2. Who am I ? ● Nicolas CHARLES ● Job : Co-founder and CEO of Normation ● Trade : – Have a developer background (Scala) – Came to system administration in 2009 with CFEngine 3 – One of the developers of Rudder – Love to code (still more a Dev than an Ops) ● Open Source : CFEngine Community Champion Contacts Mail : nch@normation.com Twitter : @nico_charles Normation – CC-BY-SA normation.com 2
  • 3. Topic Lifecycle of an IT system Best Security Specifications practices rules Dev QA/Test/Int Production environment environment environment Changes Changes Changes Issues Disaster Prove From 1 service to... compliance 10, 100, 1000 ! recovery Normation – CC-BY-SA normation.com 3
  • 4. The three waves of IT configuration 1. Craft 2. Duplication 3. Central management Hand made configuration, A “perfect” installation, Automated configuration, tailored to fit reproduced identically managed from a central point ● Adaptative to all needs ● Save time, from the second ● Centralized control ● Customized solution deployment onwards ● Change management ● Detail oriented ● Identical environments ● Validation and reporting ● Knowledge sharing ● Scalability issue ● Adapting parameters ● Agent on each server ● Repetition is not ● Change management ● Learning curve a human quality ● Image format compatibility ● Increased complexity of ops ● Knowledge sharing EVOLUTION Normation – CC-BY-SA normation.com 4
  • 5. Configuration management Reproducibility Industrialization Documentation History Building-up Automation knowledge Configuration management Vigilance Control Automatic Alerts Formalization Reporting repairs Normation – CC-BY-SA normation.com 5
  • 6. A recognized best practice ● Several recognized standards and recommendations emphasize configuration management 9000 ● Recommendations since 2007 : ● « Operational error causes about 40% of all outages » ● « Implementation of a configuration management strategy will reduce downtime by as much as 35% » Normation – CC-BY-SA normation.com 6
  • 7. Goals Make configuration management easy and increase its adoption Lower entry cost Extend benefits to of learn and use configuration management to configuration management a wider population Junior Non Easy to use Highly powerful Managers sysadmins experts Normation – CC-BY-SA normation.com 7
  • 8. Key points Specifically designed for Simplified user experience configuration management (web interface) Based on CFEngine, Graphical reporting standard since 1993 Automatic inventory Best practices library (hardware and software) included Multi-platform Open Source (packaged for each OS) Normation – CC-BY-SA normation.com 8
  • 9. Workflow c c Techniques Nodes Community Implemented in Search critieria on CFEngine syntax inventory data + Hardware/OS/Network/ metadata for Software/Node name/ Expert web configuration ... Directives Groups Decider Rules Apply Directives Sysadmins to a Group Normation – CC-BY-SA normation.com 9
  • 10. Behaviour New nodes Inventory Web interface on Rudder server Browse and search Create node groups node data (static, dynamic) Configure View infrastructure rules on groups status CFEngine Reports (specific format policy via syslog) Managed nodes Normation – CC-BY-SA normation.com 10
  • 11. Web Interface overview Normation – CC-BY-SA normation.com 11
  • 12. Web Interface overview Normation – CC-BY-SA normation.com 12
  • 13. Web Interface overview Normation – CC-BY-SA normation.com 13
  • 14. Web Interface overview Normation – CC-BY-SA normation.com 14
  • 15. Web Interface overview Normation – CC-BY-SA normation.com 15
  • 16. The Open Source project ● Created in 2009 ● October 2011 : First public release ● August 2012 : Second major release (2.4) ● Main technologies : CFEngine, Scala ● Community ● Full time developers: 8 (at Normation) ● Official contributors : 6 ● Other members : ~20 ● Key links : ● Community website : http://www.rudder-project.org ● Source code : http://github.com/Normation/ ● IRC : #rudder on Freenode ● Twitter : @RudderProject Normation – CC-BY-SA normation.com 16
  • 17. Questions ? Normation – CC-BY-SA normation.com
  • 18. CFEngine : architecture Typical CFEngine architecture CFEngine server Communication TCP (port 5308) Metadata Files Node Node Node Node Normation – Tous droits réservés Normation – CC-BY-SA normation.com normation.com 10
  • 19. Rudder : architecture Rudder architecture, on top of CFEngine Rudder server Generation Compliance of CFEngine computation promises CFEngine server Communication TCP (port 5309) Reports Metadata (syslog) Files Inventories (Port 80) Node Node Node Node Normation – Tous droits réservés Normation – CC-BY-SA normation.com normation.com 11