Deploy your #Puppet Enterprise license key with Puppet

Since I manage my Puppet infrastructure with Puppet itself, I am for full automation. For Puppet Enterprise, that includes deploying the license key file from the puppet fileserver (profile/files/master/license.key served as puppet:///modules/profile/master/license.key). When upgrading to the latest Puppet Enterprise version, 2016.2.0, I encountered a change that was tricky to resolve – the puppet_enterprise::license class accepted a license_key parameter, which was marked as deprecated:

Warning: puppet_enterprise::license::license_key is deprecated and will be removed in the next
    PE version. Please use puppet_enterprise::license_key_path. If using the Node Manager, the class
    is located in the PE Infrastructure node group.

Easy, I’ll just use the parameter license_key_path instead! Except, it wants a location for a file on the master, and I’m trying to deploy a file to the master!

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Upgrading to Puppet 4 at #PuppetConf 2016

As I did last year, I submitted a proposal for PuppetConf 2016 and it was accepted! As I did last year, I am requesting your help with it.

The talk,  Enjoying the Journey from Puppet 3.x to 4.x, will help attendees lay out a plan to get to Puppet 4. I will be sharing my experiences from POSS and PE upgrades,  including tools to assist with the migration and some pitfalls to avoid. There are many ways to perform these upgrades and my experiences are limited, so I’d like to hear about yours. If you are interested in sharing your experiences and grant me permission to share them in my talk, you can contact me on twitter/DM or by submitting a PR against my PuppetConf github repo. Let me know if you would like to be credited or keep it anonymous. Thanks!

Change your default linux shell without root access

A friend recently mentioned his hatred of ksh and inability to change his default shell because he is not root and root will not make the change. I concur, ksh is turrible, that needs fixed. Here’s a little trick for anyone else who has this issue. Let’s say you want to use bash and the shell forced upon you is ksh. The Korn shell uses .profile to set up your environment when you log in, so append these two lines to your profile:

# run bash damnit
[ ! "`which bash | egrep "^no"`" ] && [ -z $BASH ] && exec bash --login

We look for the output of which bash and ensure it does not say no bash in …, and if that file is non-zero, we exec bash as a login shell. You can read man exec for details on specifically how it works in a given shell, but it essentially replaces the running shell with the new command. If the first two checks are positive, then bash is executed and replaced the ksh process. Once the files are added to your profile, log in again in a new session. Voila, you now have a bash login shell!

rnelson0@dumbserver ~ $ ps -ef | grep bash
  rnelson0  5927  5298   0 19:56:42 pts/1       0:00 grep bash
  rnelson0  5298  5292   0 19:47:48 pts/1       0:00 bash --login

If you’re forced to use a different shell, you may need to locate a different profile file. If you want to use a different shell, just sub out bash for the name of your preferred shell. Enjoy!

Tag-based Veeam Backups

As I teased in Using vCenter tags with PowerCLI, I want to explore how to use tags  in a practical application. To refresh our memory, we looked at creating an Ownership category with individual tags in it, and limited VMs to having just one of the tags. We created a little script that defines our schema, in case we need to re-create it. We are going to work on a new category today for our backups. Specifically, Veeam backups, based on SDDC6282-SPO, Using vSphere tags for advanced policy-driven data protection as presented at VMworld 2015.

Defining Policy and Tags

To create our backup jobs, we need to know a few things that will translate into our tag schema. Our backup policies are defined by a combination of ownership, recovery point objective (RPO), and the retention period. For example, our Development group is okay with a 24 hour RPO and backups that are retained for a week. Operations may require a 4 or 8 hour RPO and require 30 days of backups. Each of those combinations will require a separate backup job. We can combine these tuples of information into individual tags so that Veeam can make use of them. We also need one more tag for VMs that do not need any backup at all. We can put all of this in a tag category called VeeamPolicy. Here’s what that might look like, again in PowerShell:

New-TagCategory -Name VeeamPolicy -Description "Veeam Backup Policy" -Cardinality Single -EntityType VirtualMachine
New-Tag -Name "NoRPO" -Category VeeamPolicy -Description "This VM has no backups"
New-Tag -Name "Development24h7d" -Category VeeamPolicy -Description "Development VMs with 24 hour RPO, 7 days retention"
New-Tag -Name "Operations8h30d" -Category VeeamPolicy -Description "Operations VM with 8 hour RPO, 30 day retention"
New-Tag -Name "Sales48h30d" -Category VeeamPolicy -Description "Sales VM with 48 hour RPO, 30 day retention"

This creates the category for the VeeamPolicy tags, a single tag for VMs that explicitly do NOT require backups, and three group/RPO/retention tuples. Go ahead and place this in revision control, so that over time, you can track the tags you are using. Tags are part of vCenter, so if you migrate to another or recreate your vCenter, you’ll need this! It also makes it easy to see what you’ve defined vs what’s actually in vCenter.

Next, we want to tag some VMs. There’s a number of ways this can be done, depending on how your VMs are organized. If we assume a simple VM and Templates folder structure where VMs are grouped by the owning organization (Development, Operations, Sales, Marketing, etc), we can tag all the VMs with NoRPO, then tag VMs in the relevant folders with the relevant tag. That would look like this:

# Default policy is NoPRO
Get-VM | % {
  New-TagAssignment -Entity $_ -Tag "NoRPO"
}

# Find Development VMs by Location
@(Get-VM -Location "Development") +
@(Get-Template -Location "Development") | % {
  Remove-TagAssignment -TagAssignment (Get-TagAssignment -Entity $_ -Category VeeamPolicy) -Confirm:$false
  New-TagAssignment -Entity $_ -Tag Development24h7d
}

It’s important to look for VMs and templates. The @() structure creates arrays, which can be added together. We then have to remove the previous assignment before placing the new one, since our category is Single cardinality (Unfortunately you cannot overwrite the current tag assignment, boo!).

Note: The Location parameter takes a string, and it finds ALL folders that match the string. If you have a VM and Templates folder named Operations and a Datastore folder called Operations, All the VMs in BOTH will be discovered. I recommend adding ” DS” to the end of datastore folders, ” VDS” or ” VSS” to the end of Network folders, etc., to ensure there’s no conflict here.

You could also look for VMs by datastore folders:

# Find Development VMs by Datastore Location
$DevelopmentDatastores = Get-Datastore -Location "Development Datastores"
@(Get-Template -Datastore $DevelopmentDatastores) +
@(Get-VM -Datastore $DevelopmentDatastores) | % {
  Remove-TagAssignment -TagAssignment (Get-TagAssignment -Entity $_ -Category VeeamPolicy) -Confirm:$false
  New-TagAssignment -Entity $_ -Tag Development24h7d
}

You may also have a more complicated layout for groups, such as Operations, where you do not want all the VMs underneath a top level folder to receive the same tag. We can instead combine some individual folders underneath and list some VMs in them that we want to be left as NoRPO by adding some selection criteria and skip the individual VMs:

# Find Operations VMs
$OperationsExemptVMs = 'veeamproxy1', 'veeamproxy2'
@(Get-VM -Location "Domain Controllers", "Management", "vSphere", "Templates for patching", "Veeam") +
@(Get-Template | ? { (Get-TagAssignment -Entity $_) -eq $null } ) | % {
  # Skip these VMs which will not be backed up
  if ( $OperationsExemptVMs -contains $_.Name.ToString() ) {
    return
  }

  Remove-TagAssignment -TagAssignment (Get-TagAssignment -Entity $_ -Category VeeamPolicy) -Confirm:$false
  New-TagAssignment -Entity $_ -Tag Operations24h30d
}

There’s a ton of other ways to select your VMs, this is just a sampling. If your organization could best be described as “Chaotic”, then you might have to assign Tags individually. However your tagging happens, when you’re done, you probably want a report so you can ensure everything was tagged properly. We can do that, too!

# Report on the current tag status
@(Get-VM) + @(Get-Template) | Get-TagAssignment -Category VeeamPolicy | Select Entity, Tag | Export-CSV -Path $env:USERPROFILE\Downloads\Tags.csv -NoTypeInformation

Open the resulting CSV file and we’ll have all our VMs and Templates and the Tag they were assigned. Print it out, red pen it, and tweak our categorizations. You can re-run the Find GROUP VMs sections, or if you want to start over, just delete the tag category and run the whole file again:

Remove-TagCategory VeeamPolicy

Tweak it till you get it right, and commit it to version control again. One last set of statements you may want to use is to find non-tagged VMs, either as part of your script (if you do not assign everything NoRPO) or on an intermittent basis to ensure every VM and Template is tagged:

@(Get-VM) + @(Get-Template) | ? { (Get-TagAssignment -Category "VeeamPolicy" -Entity $_) -eq $null }

Creating Veeam Backup Jobs

Now that we have our policy defined and tags applied, let’s create some jobs. We will be creating three jobs, one each for Development, Operations, and Sales. We will assume that automatic proxy selection will work and that there is only one repository, as those details aren’t important to the use of tags. This article was written using Veeam Backup & Replication v9, so if you’re reading this in the future, things may look different!

One last thing to note, and you may have figured this out already, is that when using Tags for our selection process, it’s an OR operation, not an AND operation. This means that if you select two tags, Veeam will find all VMs that match either tag, rather than VMs that much all the tags. That’s why we have three pieces of information in our tag! There’s a request to support logical AND – please comment in that thread if you think you’d find this interesting as well! If this is delivered in the future, it could really change how this is done!

Create a new backup job for Development:

Veeam Tag Based Backups fig 1

On the next page, click Add, then click on the right-most icon (Tags) and expand and select the Development24h7d tag and hit Add then Next.

Veeam Tag Based Backups fig 2

On the storage page, change the Retention Policy 7 days. This is also where we can hit Advanced and modify Quiesce settings, Notifications, and most other backup settings. Click Next when done.

Veeam Tag Based Backups fig 3

Make any selections we need to on the Guest Processing screen (not shown) and click Next. Now set up our schedule (not shown). Since this is a 24h RPO, this should run at least once a day (more is okay, if we’d like). Click Create to finish the job setup. We should end up with something like this:

Veeam Tag Based Backups fig 4

Now, every day at 10:00:00PM, the Development job runs. Veeam will contact the vCenter server and enumerate every VM with the Development24h7d tag, add them to the job, and then start backing them up. If the Development team deletes a VM, it’s automatically no longer part of the job. If they add a VM, and they tag it properly, it’s automatically part of the job. All we need to do is teach or coworkers how to tag their new VMs, hopefully with the assistance of automation, and use our PowerShell command from above to run a report every days to find any untagged VMs. It’s okay to tag a VM with NoRPO, because it’s explicit acknowledgement that a VM does not require backups, but the lack of a tag does not mean that backups are not needed.

We can also use combine the use of tags with exclusions. For example, if we have some “close” VMs and some “remote” VMs on a slower link, they probably do not use the same repository at HQ. In the “close” job, we exclude the remote site’s clusters or datastores, and on the “remote” job, we exclude HQ’s clusters or datastores. If we have two or three sites, this is probably pretty easy. If we have multiple sites, we may want to revisit our tag scheme and add a fourth item to the tags – Location – and re-align our jobs. Of course, if the “AND” selection criteria is added in the future, this will change, as individual tags won’t need to carry EVERY piece of information.

Summary

Today, we created a tag schema oriented around our backup policies. We also built some reports showing how VMs are tagged and which VMs are not tagged. This script was commited to version control for accurate tracking over time and re-creation of the schema if needed. We then created some simple but dynamic Veeam backup jobs based on the tags, and showed our coworkers how to leverage the tags. This is a great start for simplifying your Veeam backup jobs and to see the practical power of vCenter Tags. There’s a lot more you can do with Tags, and with your Veeam jobs. I’d love to hear how you’re using Tags in the real world in the comments or on twitter. Thanks!

Using vCenter tags with PowerCLI

I was recently introduced to some practical usage of vCenter tags. I used tags to build a fairly easy and dynamic set of sources for Veeam backup jobs, but before I get into that, I want to explain tags a little bit for those who are not familiar with them.

Tags are something that are pretty easy to understand conceptually. You create a category which contains a few tags. An object can receive one or multiple tags from a given category. Tags are managed by vCenter, not by vSphere, so require a license that provides vCenter for management. That’s a pretty simple explanation and list of requirements.

A Tag Category has a collection of Tags available within it. If the Category is “single cardinality”, it means that an object can only be assigned one tag in the category. This might be good for a category associated with ownership or recovery point objective (RPO). A Category can also be “multiple cardinality”, where a single object can be assigned multiple tags in a category. This would be helpful to associate applications with a VM, or a list of support teams that need notified if there is a planned impact or outage.

I’m going to show you how to manage Tags and Tag Categories with PowerCLI (Specifically with the PowerShell ISE and a profile to load PowerCLI), but you can manually create and manage them through the vSphere Web Client, under the Tags item on the left hand menu. You can create and delete and rename tags and categories there all day long, and you can right click on an object almost anywhere else and select Edit Tags to edit the assigned tags on it. When you view most objects, you’ll see an area in the Summary tab labeled Tags that will display and let you manage assignments.

vCenter Tags fig 1vCenter Tags fig 2

Let’s look at how to automate this with PowerCLI. Don’t forget to Connect-VIServer <vCenter name> before continuing. Use the cmdlets *-TagCategory, *-Tag, and *-TagAssignment to manage Categories, Tags, and the assignment of tags to objects, respectively. We start by creating a category using New-TagCategory. This accepts the parameters Name*, Cardinality, Description, EntityType, and Server. A new tag is created with New-Tag, as you’d expect, with parameters Category*, Name*, Description, and Server. Asterisks denote required parameters. Both accept the optional Confirm and WhatIf arguments, the latter of which is extremely helpful while you plan out your tag schemes.

As an example, let’s create an Ownership tag category. This will be a single cardinality for most, as most objects will be owned by a single group, but if some objects share ownership, be sure to create it as a multiple-cardinality category. We can restrict the type of entities it applies to with a comma separated list of any of the valid types: Cluster, Datacenter, Datastore, DatastoreCluster, DistributedPortGroup, DistributedSwitch, Folder, ResourcePool, VApp, VirtualPortGroup, VirtualMachine, VM, VMHost (you can see this list any time by reading the New-TagCategory help pages). Many can probably restrict this to VMs and maybe Datastores, as everything else is likely owned by the same single team. WhatIf is helpful to make sure we have the syntax we want before we apply it. We can put these values into the Command add-on and click Insert to see what the PowerCLI looks like:

vCenter Tags fig 3

C:\> New-TagCategory -Name Ownership -Cardinality Single -Description "Group ownership for VMs" -EntityType VirtualMachine -WhatIf

Select New-Tag in the command add-on and add a tag for a group called Development in the new category, then click Insert:

vCenter Tags fig 4

C:\> New-Tag -Category Ownership -Name Development -Description "We put the Dev in DevOps" -WhatIf

You can now create a script with a few more groups, copy and pasting the above line as a start, and plan out your tag scheme:

vCenter Tags fig 5

Run the commands (F5 in ISE) and make sure there are no errors, but unfortunately there will be:

C:\> New-TagCategory -Name Ownership -Cardinality Single -Description "Group ownership for VMs" -EntityType VirtualMachine -WhatIf
New-Tag -Category Ownership -Name Development -Description "We put the Dev in DevOps" -WhatIf
New-Tag -Category Ownership -Name Operations -Description "We put the Ops in DevOps" -WhatIf
New-Tag -Category Ownership -Name Sales -Description "We sell what doesn't exist" -WhatIf
New-Tag -Category Ownership -Name Financial -Description "We make sure your paycheck shows up" -WhatIf

What if: Create tag category 'Ownership' on server 'vcsa'
New-Tag : 6/27/2016 4:16:02 PM    New-Tag        Could not find TagCategory with name 'Ownership'.    
At line:2 char:1
+ New-Tag -Category Ownership -Name Development -Description "We put the Dev in De ...
+ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Unfortunately, each command in WhatIf mode is run without knowledge of the previous or following statements, so the first New-Tag statement is unaware that a new tag category would have been created. Remove the WhatIf from the first line and run it again:

C:\> New-TagCategory -Name Ownership -Cardinality Single -Description "Group ownership for VMs" -EntityType VirtualMachine
New-Tag -Category Ownership -Name Development -Description "We put the Dev in DevOps" -WhatIf
New-Tag -Category Ownership -Name Operations -Description "We put the Ops in DevOps" -WhatIf
New-Tag -Category Ownership -Name Sales -Description "We sell what doesn't exist" -WhatIf
New-Tag -Category Ownership -Name Financial -Description "We make sure your paycheck shows up" -WhatIf


Name                                     Cardinality Description                                                        
----                                     ----------- -----------                                                        
Ownership                                Single      Group ownership for VMs                                            
What if: Create tag 'Development' in category 'Ownership'
What if: Create tag 'Operations' in category 'Ownership'
What if: Create tag 'Sales' in category 'Ownership'
What if: Create tag 'Financial' in category 'Ownership'

You can delete or edit the Tags and Categories using Remove-TagCategory, Remove-Tag, SetTagCategory, and Set-Tag. These cmdlets use mostly the same parameters; use the Command Add-On or Get-Help for more details. You can inspect the Tags and Categories that exist with Get-Tag and Get-TagCategory.

C:\> Set-TagCategory -Category Ownership -Description "Organizational ownership for VMs"

Name                                     Cardinality Description
----                                     ----------- -----------
Ownership                                Single      Organizational ownership for VMs



C:\> Get-TagCategory

Name                                     Cardinality Description
----                                     ----------- -----------
Ownership                                Single      Organizational ownership for VMs

I recommend saving your Tag scripts in version control, so you can recreate or adjust them as needed. Next time, we’ll look at how to assign tags to objects in order to solve a specific problem: backups!

Print the rspec-puppet catalog, courtesy of @willaerk

Sometimes, when you are writing an rspec-puppet test, you’re not sure exactly how the test should be written. You know that you want to test a resource with some extra attribute, but you may be describing the resource wrong, or using a bad regex to test the contents. Rspec-puppet will helpfully tell you when the code and the test do not match, but it does not always tell you where the mismatch is. In those cases, you want to see the whole catalog to see more detail on the resource attributes.

Let’s look at a very simple profile and its corresponding tests and test output:

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Rspec fixtures tip: symlink to other modules in your controlrepo

If you are writing rspec tests against your controlrepo, specifically your profile module, you need to set up your .fixtures.yml file to reference the other modules in your controlrepo. For example, here’s a list of the modules in the dist directory of a controlrepo:

dist
├── eyaml
├── profile
└── role

If any of the profile modules reference one of the other modules, it needs to be referenced as a fixture or an error is generated that the resource cannot be found:

$ be rspec spec/classes/eyaml_spec.rb

profile::eyaml
  should contain Class[profile::eyaml] (FAILED - 1)
  should contain Class[eyaml] (FAILED - 2)

Failures:

  1) profile::eyaml should contain Class[profile::eyaml]
     Failure/Error: it { should create_class('profile::eyaml') }

     Puppet::PreformattedError:
       Evaluation Error: Error while evaluating a Function Call, Could not find class ::eyaml for build at /home/rnelson0/puppet/controlrepo/
dist/profile/spec/fixtures/modules/profile/manifests/eyaml.pp:15:3 on node build

We can reference these local modules with the symlinks type of fixture, like this:

fixtures:
  symlinks:
    profile: "#{source_dir}"
    eyaml: "#{source_dir}/../eyaml"

The paths must be fully-qualified, so we use #{source_dir}, a magical value available through rspec, to start with the fully-qualified path to the current directory dist/profile. Follow the symlinks type with repositories and other types of fixtures as you normally would.

When you run rake spec or rake spec_prep, these symlinks will be created underneath dist/profile/spec/fixtures/modules automatically for you. Your rspec tests on profiles that include content from these other modules will no longer error with an inability to find the module in question.

$ be rake spec_prep
$ be rspec spec/classes/eyaml_spec.rb

profile::eyaml
  should contain Class[profile::eyaml]
  should contain Class[eyaml]

Finished in 3.39 seconds (files took 1.61 seconds to load)
2 examples, 0 failures

Enjoy!