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README.md

uplift-vagrant

This repository contains Vagrant plugin to the uplift project. The vagrant plugin provides a simplified configuration of DC, SQL, SharePoint and VS and designed to be used with uplift packer boxes.

The uplift project offers consistent Packer/Vagrant workflows and Vagrant boxes specifically designed for SharePoint professionals. It heavy lifts low-level details of the creation of domain controllers, SQL servers, SharePoint farms and Visual Studio installs by providing a codified workflow using Packer/Vagrant tooling.

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How this works

The uplift project is split into several repositories to address particular a piece of functionality:

The current repository houses Packer templates and automation which is used to produces Vagrant boxes across the uplift project.

Before you begin

This vagrant plugin provides a simplified configuration of DC, SQL, SharePoint and VS and designed to be used with uplift packer boxes.

Please be aware that vagrant-uplift plugin is designed to work with uplift-packer boxes:

The plugin provides opinionated infrastructure configuration, therefore, it uses and relies on other powershell modules to be already on the box. Otherwise, provision would be much longer than it is right now.

While it is encouraged to use boxes provides by the uplift project, it is still possible to use this plugin with other vagrant boxes.

A minimal set of things needed to be on the box before using vagrant-uplift:

There are a few ways of getting these on the box:

  • using boxes provides by the uplift project
  • manually installing all the above (using packer, vagrant or your own script)
  • using experimental uplift.provision_uplift_bootstrap(vm_name, vm_config) method

Please refer to provision_uplift_bootstrap() documentation for more details below.

Installing vagrant-uplift plugin

vagrant-uplift is a normal Vagrant plugin distributed via rubygems.org. Refer to Vagrant documentation for additional information.

# listing installed plugins
vagrant plugin list

# installing vagrant-uplift plugin
vagrant plugin install vagrant-uplift 

# uninstalling vagrant-uplift plugin
vagrant plugin uninstall vagrant-uplift 

Alternatively, vagrant-uplift can be built from source code. Refer to the below documentation on the internals or run the following:

git clone https://github.com/SubPointSolutions/uplift-vagrant
cd uplift-vagrant

invoke-build

Using vagrant-uplift plugin

vagrant-uplift provides additional helpers with Vagrant configuration to simplify domain controller creation, SQL servers provision, SharePoint farm provision.

Under the hood, plugin delivers a set of powershell scripts and DSC configs wrapped into Ruby helpers. Such helpers are available in the Vagrant configuration files.

The powershell scripts can be found under uplift-vagrant\vagrant-uplift\lib\scripts\vagrant folder with the gem plugin folder or in the current repository. All scripts live

vagrant-uplift helpers

The vagrant-uplift plugin provides several entry points which can be used in the Vagrant configuration files. Helper methods are exposed via Ruby class VagrantPlugins::Uplift::Config() and organized into two subsets receiving box name and vagrant box config parameters:

# create uplift configuration helper
uplift = VagrantPlugins::Uplift::Config()

# use 'set-xx' helper to configure Vagrant vm_config object
uplift.set_default_synced_folder("dc", vm_config)
uplift.set_2Gb("dc", vm_config)

uplift.set_hostname("dc", vm_config, "dc")

uplift.set_private_dc_network("dc", vm_config)
uplift.set_client_network("sql", vm_config, "sql")

# use 'provision-xx' helpers to use pre-configured Vagrant provisioners
uplift.provision_win16_dsc_soe("dc", vm_config)
uplift.provision_dc16("dc", vm_config)

uplift.provision_dc_join("client", vm_config)

uplift.provision_sql16_complete_image("client", vm_config)

uplift.provision_sp16_pre_setup("sp16", vm_config)
uplift.provision_sp16_single_server_farm("sp16", vm_config, "sql")
uplift.provision_sp16_farm_post_setup("sp16", vm_config)

For example, here are some configuration which can be used.

Turning a Vagrant box into a domain controller

uplift = VagrantPlugins::Uplift::Config()

config.vm.define "dc" do | vm_config | 

  # .. some usual Vagrant configuration

  # uplift base configuration
  uplift.set_1Gb("dc", vm_config)
  uplift.provision_win16_dsc_soe("dc", vm_config)

  # uplift configuration to create domain controller
  uplift.set_private_dc_network("dc", vm_config)
  uplift.provision_dc16("dc", vm_config)

end

Joining Vagrant box to domain controller

config.vm.define "client" do | vm_config | 

  # uplift base configuration
  uplift.set_4Gb("client", vm_config)
  uplift.provision_win16_dsc_soe("client", vm_config)

  # uplift config to join box to the domain controller
  uplift.set_client_network("client", vm_config, "client")
  uplift.provision_dc_join("client", vm_config)

Completing SQL image server

config.vm.define "sql" do | vm_config | 

  # uplift base configuration
  uplift.set_4Gb("sql", vm_config)
  uplift.provision_win16_dsc_soe("sql", vm_config)

  # uplift config to join box to the domain controller
  uplift.set_client_network("sql", vm_config, "sql")
  uplift.provision_dc_join("sql", vm_config)
  

  # uplift config to complete SQL image
  uplift.provision_sql16_complete_image("sql", vm_config)

end

Provisioning new SharePoint farm

config.vm.define "spdev" do | vm_config | 

  # uplift base configuration
  uplift.set_6Gb("spdev", vm_config)
  uplift.provision_win16_dsc_soe("spdev", vm_config)

  # uplift config to join box to the domain controller
  uplift.set_client_network("spdev", vm_config, "spdev")
  uplift.provision_dc_join("spdev", vm_config)
  

  # uplift config to complete SQL image
  uplift.provision_sp16_pre_setup("spdev", vm_config)
  uplift.provision_sp16_single_server_farm("spdev", vm_config, "sql")
  uplift.provision_sp16_farm_post_setup("spdev", vm_config)

end

Additionally, uplift-vagrant offers a special provisioner called :uplift_checkpoint. Checkpoints ensure that Vagrant box won't be provisioned or rebooted over and over while run with --provision flag. This is important for heavy configurations done while configuring DC, SQL or SharePoint servers.

Here is how :uplift_checkpoint can be used. Every checkpoint creates a file under .vagrant\machine\virtualbox\{machine-name} folder and lives as long as the Vagrant box does. Recreating of the box cleans up ``.vagrant\machine\virtualbox` folder and all checkpoints are gone.

While using checkpoints, pay attention to checkpoint name, vagrant box name, and has_checkpoint? condition. It is verbose and typo-prone.

uplift = VagrantPlugins::Uplift::Config()

config.vm.define "spdev" do | vm_config | 

  if !uplift.has_checkpoint?(vm_name_spdev, 'sp-farm-post-setup') 
      uplift.provision_sp16_farm_post_setup(vm_name_spdev, vm_config)
      vm_config.vm.provision :uplift_checkpoint, name: 'sp-farm-post-setup'
  end

It can be used with general Vagrant configuration as well. Once done, your provision logic will be run only once. :uplift_checkpoint provisioner saves the state and further vagrant operations won't be configured due to uplift.has_checkpoint? check.

uplift = VagrantPlugins::Uplift::Config()

config.vm.define "client" do | vm_config | 

  if !uplift.has_checkpoint?("client", 'custom-provision') 
      vm_config.vm.provision "shell", path: 'scripts/my-custom-provision.ps1',
      vm_config.vm.provision :uplift_checkpoint, name: 'custom-provision'
  end

vagrant-uplift helper methods

Prior helper usage, the configuration object needs to be created:

uplift = VagrantPlugins::Uplift::Config()

All methods receive box name and vagrant box config parameters.

uplift.set_xxx() methods

# configures vagrant vm with giving RAM and CPUs
uplift.set_05Gb(vm_name, vm_config)
uplift.set_1Gb(vm_name, vm_config)
uplift.set_2Gb(vm_name, vm_config)
uplift.set_4Gb(vm_name, vm_config)
uplift.set_6Gb(vm_name, vm_config)
uplift.set_8Gb(vm_name, vm_config)
uplift.set_12Gb(vm_name, vm_config)
uplift.set_16Gb(vm_name, vm_config)

uplift.set_cpu_and_ram(vm_name, vm_config,  cpu, ram) 

# configures default winrm settings (:plaintext with vagrant:vagrant)
uplift.set_winrm(vm_name, vm_config) 

# disables default synced_folder for vagrant box
uplift.set_default_synced_folder(vm_name, vm_config) 

# configures hostname for the vagrant box
uplift.set_hostname(vm_name, vm_config) 

# configures private network for the vagrant box
# use for VMs to be promoted to domain controller
uplift.set_private_dc_network(vm_name, vm_config) 

# configures private network for the vagrant box
# use for VMs to be joined to domain controller.
uplift.set_client_network(vm_name, vm_config) 

# provisions shortcuts to common tools: 
# IE, PowerShell ISE, PS6, Server Manager, VS, SharePoint, SQL and others
uplift.provision_win16_dsc_shortcuts(vm_name, vm_config) 

uplift.provision_xxx() - general

# provisions box with standard DSC config 
uplift.provision_win16_dsc_soe(vm_name, vm_config) 

# provisions box with standard shortcuts
uplift.provision_win16_dsc_shortcuts(vm_name, vm_config) 

# provisions domain controller, minimal config
uplift.provision_dc16(vm_name, vm_config) 

# provisions domain join for the giving box
uplift.provision_dc_join(vm_name, vm_config) 

uplift.provision_xxx() - SQL specific

# completes SQL Server image
uplift.provision_sql16_complete_image(vm_name, vm_config) 

# optimizes SQL Server instance
# sets min/max memory and other tweaks
provision_sql16_optimize(vm_name, vm_config, min_memory: 1024, max_memory: 4096, instance_name: 'MSSQLSERVER' ) 

uplift.provision_xxx() - SharePoint specific

# installs required packages for for SharePoint 2016 setup. 
# normally, should be already done under packer image, this is more of a shortcut for non-uplift boxes      
uplift.provision_sp16_image_packages_setup(vm_name, vm_config) 

# prepares box for SharePoint 2016 setup. 
# ensures CredSSP configs and other box-wide changes
# normally, should be already done under packer image, this is more of a shortcut for non-uplift boxes
uplift.provision_sp16_image_setup(vm_name, vm_config) 

# prepares box for SharePoint 2016 setup
# fixes IIS after sysprep, ensures that needed services are up
uplift.provision_sp16_pre_setup(vm_name, vm_config) 

# prepares SharePoint 2016 setup accounts
# https://absolute-sharepoint.com/2017/03/sharepoint-2016-service-accounts-recommendations.html
uplift.provision_sp16_sp_accounts(vm_name, vm_config) 

# Prepares SharePoint 2016 accounts required for SQL
uplift.provision_sp16_sql_accounts(vm_name, vm_config) 

# provisions SharePoint 2016 SingleServerFarm using SharePoint DSC
# does nothing but ne farm creation
uplift.provision_sp16_single_server_farm(vm_name, vm_config, sql_server, farm_prefix = nil, dsc_verbose: '1')

# provisions SharePoint 2016 minimal services 
# taxonomy, secure store, state service, search, user profile and others
# this is a default, opinionated config
# ! you are encouraged to use your own vagrant provision and DSC !
uplift.provision_sp16_minimal_services(vm_name, vm_config, sql_server, farm_prefix = nil, dsc_verbose: '1')

# provisions SharePoint 2016 post-setup, ensures all services work
uplift.provision_sp16_farm_post_setup(vm_name, vm_config) 

# provisions SharePoint 2016 web application with default settings
# this is a default, opinionated config
# ! you are encouraged to use your own vagrant provision and DSC !
uplift.provision_sp16_web_application(vm_name, vm_config) 

Using uplift-vagrant with custom boxes

Originally, vagrant-uplift plugin is designed to work with uplift-packer boxes:

The plugin provides opinionated infrastructure configuration, therefore, it uses and relies on other powershell modules to be already on the box. Otherwise, provision would be much longer than it is right now.

While it is encouraged to use boxes provides by the uplift project, it is still possible to use this plugin with other vagrant boxes.

vagrant-uplift provides a helper provision_uplift_bootstrap which provisions all needed packages on the custom box. Depending on the plugin version, the set of the package might be different. It is suggested to use checkpoints to ensure a single run of the initial provision per the box.

  config.vm.define("my-vm") do | vm_config |   

    if !uplift.has_checkpoint?("my-vm", 'uplift-bootstrap') 
      uplift.provision_uplift_bootstrap("my-vm", vm_config)
      vm_config.vm.provision :uplift_checkpoint, name: 'uplift-bootstrap'
    end

  end

Local development workflow

Local development automation uses Invoke-Build based tasks.

To get started, get the latest dev branch or fork the repo on the GitHub:

# get the source code
git clone https://github.com/SubPointSolutions/uplift-vagrant.git
cd uplift-vagrant

# checkout the dev branch
git checkout dev

# make sure we are on the dev branch
git status

# optionally, pull the latest
git pull

Local development experience consists of Invoke-Build tasks. Two main files are .build.ps1 and .build-helpers.ps1. Use the following tasks to get started and refer to Invoke-Build documentation for additional help.

Run invoke-build ? in the corresponding folder to see available tasks.

# show available tasks
invoke-build ?

# executing default build
invoke-build 
invoke-build DefaultBuild

# executing QA workflow
invoke-build QA

# releasing to rubygems.org
invoke-build Release

Feature requests, support and contributions

All contributions are welcome. If you have an idea, create a new GitHub issue. Feel free to edit existing content and make a PR for this as well.

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