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prereqs_and_vars.md

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Demo Prerequisites and Required Variables

This document lists the software requirements needed to set up this demonstration, and the variables/credentials needed to run the ansible playbooks properly.

Table Of Contents

How_to_Fork

This demonstration is built with some credentials that have been encrypted - trying to run this repository directly will result in error. Although the instructions point to this repository directly, I suggest making a fork of this repository in order to change some of these values for your own purposes. Some of the values you should absolutely change:

  • All of the Credentials found in the credentials directory; these are covered in the later section credentials on this very page.
    • If you intend to host these credentials in a public repository, ansible-vault is strongly recommended to encrypt them, as has been done here. You can read instructions on how to encrypt your credentials here, and you must add an Ansible-Vault credential to your Job Templates in Ansible Tower in order to decrypt them at runtime.
  • approver_email: Found in the default-vars.yml file, this is the email address that will receive a ServiceNow CR approval request. change this to an email address you own.
  • gcp_instance_username: Found in the default-vars.yml file, this is the initial username used to log into your Linux instances generated in GCP. As Ansible Tower generates the SSH Key pair that your instances will use, the username will be that of the Ansible Tower linux user that generates them.
  • aws_instance_username: Found in the default-vars.yml file, this is the initial username used to log into your Linux instances generated in AWS. This typically depends on what kind of Linux instance you provision. For RHEL8 (the Linux version this demonstration uses exclusively for the time being), this value is ec2-user.

Requirements

  • Ansible Tower 3.7 or later: Ansible Tower is what organizations use to operationalize/scale automation. You can look here to obtain and install it. Deploying in a public cloud environment makes this demo easier as you may want to have ServiceNow be able to communicate with Ansible Tower over the network.
  • Ansible Tower License: Required to be able to automate against the instances and containers you will be deploying.
  • ServiceNow Developer Instance: Optionally, ServiceNow (or any ticketing system that can make outbound RESTful API calls) can be used to programmatically start this deployment. Many organizations use ServiceNow as a front-end for self-service IT, and Ansible Tower allows end-users to continue utilizing an interface they are accustomed to.
    • Instructions on how to set up a free developer instance of ServiceNow can be found here.
  • Programmatic Cloud Credentials: Ansible needs credentials to be able to talk to your cloud environment. Alternatively, if you deploy Ansible Tower in the same cloud environment where you plan to run this demo, you can give the instance itself permissions (such as an AWS Identity Access Management Role) to access the necessary cloud resources. Currently, this demo deploys resources in AWS and GCP, and will be expanding to include Azure.

Variables

default-variables

The default variables file contains the basic variables needed to set up the cloud infrastructure. In some cases (such as VPC subnets and the VM image ID), these variables are hard-coded for simplicity's sake; in production there would be logic to dynamically change the values. You can of course change these values yourself.

cloud-agnostic variables

  • working_dir: Starting with Ansible Tower 3.6, Job and Workflow Templates are executed in a temporary directory. When running a Workflow Template, any artifact created in an individual Job Template will not persist by default. This is where the working_dir variable comes into play. working_dir defines a directory where artifacts are placed for the life of the workflow. It is important that this directory is made writable by Ansible Tower, and this can be done in the Ansible Tower settings:

Tower Job Path Settings

  • cloud_provider: Dictates which public cloud provider resources will be deployed in. Valid options are aws or gcp.
  • num_instances: The number of linux instances to deploy. This value will be overridden by the one specified in the Ansible Tower Workflow Template.
  • application: As this demo supports more applications, this variable will indicate which application was deployed. This value is used to mark newly created instances via AWS tags or GCP labels.
  • from_snow: This indicates whether or not the Workflow Template was called from ServiceNow, or Ansible Tower. When this value is true, a ServiceNow Change Request is created and modified/closed as the Workflow Template progresses.
  • approver_email: This is the email address that will receive a ServiceNow CR approval request. change this to an email address you own.

AWS-specific variables (if cloud_provider is aws)

  • ec2_region: Dictates the AWS region in which all resources will be provisioned.
  • ec2_prefix: The prefix that will appear in the names of all AWS resources (VPC, subnets, security groups, etc.) created in this demo.
  • ec2_image_id: The AMI used to deploy linux. In the sample file, this is RHEL 8.
  • ec2_wait: Determines whether to wait for the ec2 instance to reach its desired state before returning from creation.
  • ec2_vpc_subnet: The IP Subnet assigned to the AWS subnet that is created.
  • ec2_vpc_cidr: The IP Subnet assigned to the AWS VPC that is created.
  • ec2_root_volume_size: The size of the Elastic Block Store volumes tied to the linux instances created, in GB.
  • aws_instance_username: This is the initial username used to log into your Linux instances generated in AWS. This typically depends on what kind of Linux instance you provision. For RHEL8 (the Linux version this demonstration uses exclusively for the time being), this value is ec2-user.

GCP-specific variables (if cloud_provider is gcp)

  • gcp_region: Dictates the GCP region in which all resources will be provisioned.
  • gcp_zone: Dictates the GCP zone in which all resources will be provisioned.
  • gcp_prefix: The prefix that will appear in the names of all GCP resources (VPC, subnets, firewall, etc.) created in this demo.
  • gcp_disk_image: The GCP image used to deploy linux. In the sample file, this is RHEL 8.
  • gcp_vpc_subnet: The IP Subnet assigned to the GCP network that is created.
  • gcp_instance_username: This is the initial username used to log into your Linux instances generated in GCP. As Ansible Tower generates the SSH Key pair that your instances will use, the username will be that of the Ansible Tower linux user that generates them.

linux-users

The linux users file contains a list of users to add to the provisioned linux instances. These users will have the ability to use privilege escalation, and also be forced to create a password when they first log in via SSH private key.

Credentials

This demonstration requires credentials (in YAML format) in order to integrate with other platforms. The credential files in this repository are all encrypted with ansible-vault, and the ansible-vault credential is passed to every Job Template where any of the credentials are required. In the next page of instructions where Job Templates are references, I will refer to this as ansible-vault password. Each of these files must be present in order for this demonstration to work; the variables in each credential file are listed here:

gmail-credentials

This is to simulate a use case where an email is sent to the required approvers when a ServiceNow Change Request is made. the email address here is used to send an approval request.

In the case of a gmail using multi-factor authentication, the password has to be an application-specific password generated in your gmail security settings.

File format:

---
gmail_username: [email protected]
gmail_password: password

redhat-activation-key

When provisioning RHEL instances, this activation key (generated at https://access.redhat.com) is used to subscribe instances using subscription-manager.

File format:

---
rhactivationkey: the-activation-key
rhorg_id: "99999999"

servicenow-credentials

The credentials and name of developer instance used to kick off self-service of cloud provisioning via a Catalog item.

File format:

---
SNOW_USERNAME: admin
SNOW_PASSWORD: password
SNOW_INSTANCE: dev99999

tower-credentials

The url and credentials for the demo to populate Ansible Tower resources, such as the SSH private key generated from the cloud provider.

File format:

---
tower_url: https://ansible.tower.com
tower_user: admin
tower_pass: password

hashicorp-vault-credentials

As part of this demo, a Hashicorp vault container is created to store the user credentials externally. Instead of a randomly generated root token for login, you can select an easy-to-remember root token (this is of course for demo purposes, only).

File format:

---
vault_root_token: thetoken

Next Steps