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Automatically generating AMIs with Puppet

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README.md

Automatically Generating AMIs using Puppet

About

AutoAMI is an image management system that tracks changes to your EBS backed AMIs by processing Puppet reports. AutoAMI will update your EBS backed AMIs automatically when Puppet changes are made.

The Problem

Baking new AMIs can be tedious. There are several tools out there to help with this process, but it's difficult to know when to update your AMIs, how to keep track of them, and to autonomously detect changes so you know you're not updating the AMI for no reason.

Or you can take the route of not doing image management at all and use only a single AMI that contains nothing but an OS and Puppet. When the new instance is created, a role is assigned to it and Puppet configures the instance. The problem with this approach is it can take quite a while for Puppet to configure the new instance. If you just created many instances, time is probably of the essence.

A solution briging the best of both techniques is required.

The Solution

Puppet knows about all the configuration that goes in to your instances. Puppet knows what is required for a database, a wordpress server, etc. Further, Puppet can detect changes in the requirements to fulfill a given role, or type, of instance. Therefore Puppet is the best tool to use to detect changes to your instance roles.

Using a Puppet report processor, new instances can be tracked for changes. If changes occur, update the AMI from a running instance.

How it works

Using puppet autoami new_group you can specify groups of instances. Think of them more as roles. You can specify a database group, a wordpress group, or a load balancer group, to give a few examples. When puppet autoami run is run, a single instance of each group will be created and classified as well as the puppet agent doing a single run. When the agent sends its report to the Puppet master, the report is processed for sucecssful changes. If there are any, the instance is snapshotted and a new AMI is created from the snapshot. The group is updated with the new, latest, image.

Typically, you'll want to run puppet autoami run from a git post merge hook. There are many other triggers you could use. For example, a new package build from your CI system could trigger the run.

Installing the module

puppet module install ccaum-autoami

Use (pluginsync|http://docs.puppetlabs.com/guides/plugins_in_modules.html#enabling-pluginsync) to sync the report processor on the Puppet master.

Set up

AutoAMI requires a MySQL database. The autoami module can use the puppetlabs-mysql module to manage the database for you. You can also use the puppetlabs-mysql module to install a mysql server on the host you plan to use AutoAMI on. For example:

class { 'mysql::server':
  config_hash { 'root_password' => 'mysql_root_password' },
} ->

class { 'autoami':
  manage_db   => true,
  db_user     => 'autoami',
  db_password => 'autoamipassword',
  db_name     => 'autoami',
}

The above code will install a mysql server on the host this code is declared on, and install an autoami database.

Using your own DB

Alternatively, you can set up your own database. Just don't declare the mysql::server class and set manage_db to false. The db_host and db_port parameters in the autoami class are available.

Allowing for certificate signing

When AutoAMI creates new instances, it needs to be able to sign their certificates on the Puppet master. This requires modifying the auth.conf file in your puppet configuration directory. (You can get your configuration directory by using puppet --configprint confdir)

Ensure these lines are one of the first:

path /certificate_status
method save
auth yes
allow {certname_of_node_with_autoami}

Adding the report processor

In order for AutoAMI to work, the Puppet master(s) must have the autoami report processor activated. You can add the report processor to the Puppet master configuration by modifying the puppet.conf file. Make sure you have autoami in the list of the reports parameter

[master]
  ...
  reports = https, autoami
  ...

Multiple Puppet Masters

Each Puppet master needs to have AutoAMI configured and the autoami report processor available. Each Puppet master also must have access to the MySQL database you're using to store AutoAMI data.

Using

To get a list of available commands, use puppet help autoami. You can get more information on each subcommand by typing puppet help autoami <subcommand>

Setting up a group

To get a list of all required information, use puppet help autoami new_group.

To create a new group, use

puppet autoami new_group --enc-user <enc_user_password> \
  --enc-pass <enc_user_password> \
  --image <ami> \
  --keyfile </path/to/ec2/rsa/key/file> \
  --keyname <ec2_keyname> \
  --login <user_to_login_to_ami_instance_as> \
  --node-group <group_in_console_to_add_instance_to> \
  --server <puppet_master> \
  --type <ec2_type> <name_of_group>

This may seem like a lot of parameters, but you won't have to specify them again.

Running

To run an instance of all defined groups and check for necessary updates, use the puppet autoami run command. This will create an instance of each group, check if puppet changed something, and if so update the AMI.

Launching a single instance

The ccaum-autoami module extends the puppet node_aws subcommand. In addition to the puppet node_aws images and puppet node_aws new_ami subcommands, the puppet node_aws launch subcommand is available. This subcommand allows you to launch a single instance of an autoami group. For example, puppet node_aws launch wordpress

Manually creating a new AMI

If you have an instance of a EBS backed AMI running, you can create a new AMI from that instance using the puppet node_aws new_ami <ec2_public_dns_address.amazon.com> command

Listing Available AMIs

The puppet node_aws images subcommand will list all the AMIs generated and owned by you, including those made by AutoAMI.

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