SaltStack For DevOps, Free Sample

Saltstack For DevOps
Extremely fast and simple IT automation and
configuration managment
Aymen El Amri - @eon01
This book is for sale at http://leanpub.com/saltstackfordevops
This version was published on 2015-02-21
This is a Leanpub book. Leanpub empowers authors and publishers with the Lean Publishing
process. Lean Publishing is the act of publishing an in-progress ebook using lightweight tools and
many iterations to get reader feedback, pivot until you have the right book and build traction once
you do.
©2015 Aymen El Amri

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Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Every Book Has A Story, This Story Has A Book . . . . . . . . . . . . . . . . . . . . . . . 1
To whom is this book addressed ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Conventions used in this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
How to properly enjoy this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
How to contribute to this book ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
About The Author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Chapter 0 - Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Configuration Management And Data Center Automation . . . . . . . . . . . . . . . . . . 5
DevOps Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Chapter I - A Taste Of Salt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
A brief summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Expanding Salt Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Preface
1 o ^__^
2 o (oo)_______
3 (__) )/
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Every Book Has A Story, This Story Has A Book
I wanted to quickly resign from that job, my suggestions about setting up a continuous delivery/de-
ployment have not been considered! I’m lazy and there are hundreds of configuration files and
thousands of variables to copy from an excel file and to reconfigure in some platforms, a huge
number of poorly-configured servers; hundreds of servers to manage. . I wanted to work on the
automation of procedures, I was aware that this is the solution, that was not the priority of the
customer.
It was a position within a team of ten people working on the integration of a number of heavy
applications. At the beginning, I was obliged to follow my colleagues and my boss in the methods
of work they have adopted which have one goal : satisfy the unceasing demands of the customer.
No, but .. wait, this is not good at all!
I spent almost two weeks searching and working on some solutions before I convinced my boss to
give me the time to set up what I am working on, so that it can ease the heavy load, accelerate
daily procedures and reduce human errors. Among other procedures I have set up, I found Saltstack
the perfect solution that meets the expectations of integration process, or rather, the continious
integration, deployments and tests.
I hesitated between several alternatives: puppet, CFEngine, Ansible .. etc. The choice was made based
on several criteria and I have never regretted.
In the beginning I wanted to resign from my job, just few days after of the discovery of Salt, I was
in love with my job, with what I was doing and with Saltstack.
Well, I tried SaltStack first time when I saw my team taking more than 3 days to configure hosted
platforms at each deployment. After using SaltStack, the same procedure was taking less than 1/2
hour.
Through this book, it’s your turn to discover Saltstack, I am your guide.
I wish you a pleasant reading.

Preface 2
To whom is this book addressed ?
To developers, system administrators and anyone faced to work in one of these environments in
collaboration with the other or simply in an environment that requires knowledge in development
and system administration.
The most common idea, is that developers think they are here to serve the machines by writing
code and applications, systems administrators think that machines should works for them, simply
by making them happy.
Moreover, within the same company there is generally some tension between the two teams:
System administrators accuse developers to write code that consumes memory, does not meet system
security standards or not adapted to the configuration of available machines.
Developers accuse system administrators to be lazy, to lack innovation and to be seriously uncool!
No more mutual accusations, now with the evolution of software development, infrastructure and
methodologies adopted (such as Agile / Scrum), the concept of Devops was born.
The DevOps is a concept and a job that seeks closer collaboration and a combination of different
roles involved in software development such as the role of developer, responsible for operations and
responsible of quality assurance. The software must be produced at a frenetic pace while at the same
time the developing in cascade seems to have reached its limits.
If you are a fan of this concept, if you are a system administrator working on software operations,
if you are a start up developer seeking to join the new movement this book is addressed to you.
Conventions used in this book
Basically, this is a technical book where you will find commands (Saltstack commands) and code
(Python, YAML, Jinja2 ..etc). Commands and code are written in different fonts.
Example :
1 python -c 'import urllib; print urllib.urlopen("https://bootstrap.saltstack.com"
2 ).read()' | sudo sh -s -- git develop
• Some technical words are quoted Some others are using bold or italic font. The goal is to get
your attention when you’re reading and help you identify keywords.
• You will find two icons, I have tried to be as simple as possible so I have chosen not to use too
many symbols, you’ll only find:
To highlight useful and important information.

Preface 3
To highlight a warning or to prevent.
How to properly enjoy this book
This book contains technical explanations and shows in each case an example of a command or a
configuration to follow. The only explanation gives you a general idea and the code that follows
gives you convenience and help you to practice what you’re reading. Preferably, you should always
look both parts for a maximum of understanding. Like any new tool or programming language
you learned, it is normal to find difficulties and confusions in the beginning, perhaps even after. If
you’re not used to learn new technologies, you can even have a modest understanding while being
in an advanced stage of this book. Do not worry, everyone has passed at least once by this kind of
situations. At the beginning try to make a diagonal reading while focusing on the basic concepts,
then try the first practical manipulation on your server or just using your laptop and occasionally
come back to this book for further reading on a about a specefic subject or concept. This book is
not an encyclopedia, but sets out the most important parts to learn and even to master Saltstack, if
you find words or concepts that you are not comfortable with, just try take your time and do your
research. Learning can be serial so understanding a topic require the understandding of other topics.
Through this book, you will learn how to install configure and use Saltstack. Just before finishing
the book, you will go through a chapter where a good example of a practical use case is explained.
Through this chapter, try to showcase your acquired undrestanding, and no it will not hurt to go
back to previous chapters if you are unsure or in doubt. Finally, try to be pragmatic and have an
open mind if you encounter a problem. The resolution begins by asking the right questions.
How to contribute to this book ?
This work is in progress. I am an adopter of the lean philosophy, so the book will be continuously
improved in function of many criteria, but the most important one is your feedback. If you have any
suggestions please do not hesitate to contact me, you can find me on Twitter¹ or you can use my
blog contact page².
This book is not perfect, so you can find typo, punctuation errors or missing words, like in every book
but every line of the used code was tested before (I used mainly Redhat and Debian distributions).
About The Author
Aymen El Amri³ is a Linux/web engineer, he worked on development and system administration for
companies and co-founded some projects in connection with the community of free and open source
¹https://twitter.com/eon01
²http://eon01.com/blog/contact-me/
³http://eon01.com

Preface 4
software. He is more and more interested in the DevOps philosophy, the lean programming and the
tools/methodologies that comes with since his last experiences in this domain were successful.

Chapter 0 - Introduction
1 o ^__^
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Configuration Management And Data Center
Automation
Configuration management and data center automation are mechanisms to manage the technical
description of a system, its components and all of the changes on the configuration during the life
cycle of a system or during its different processes.
Source code deployments on multiple environments requires a configuration management and
provisioning tool.
From the development, integration, test, deployment, to the production environment, configuration
management becomes a process of normalization of the configuration of the application according
to the state of the infrastructure and other requirements. The same process of normalization should
be ensured when changing the environment, the infrastructure or when the configuration itself
changes.
With the adoption of agile development methods, the process of development, test and deployment
of a software component has accelerated and therefore the methods of management have become
faster, more automated and more adapted to changes.
DevOps Evolution
Even if many specialists consider provisioning, change management and automation as a business
issue, not an IT issue but to make this happen some special technical skills are required. That’s
why new positions in the IT industry have emerged: DevOps. The illustration below (taken from
Wikipedia) shows the essence of the DevOps philosophy.

Chapter 0 - Introduction 6
DevOps as the intersection of development (software engineering), technology operations and quality assurance
(QA)
Automation is important to the success of critical IT processes that are part of the life cycle
of a product, including provision, change management, release management, patch management,
compliance and security. Therefore having the technical skills and the know-how are very important
to any “lazy but pragmatic sysadmin”. This book will help you to learn using one of the most
important IT automation configuration management and infrastructure automation/orchestration
tool: SaltStack.
DevOps Tool
Currently, several FOSS and proprietary automation and configuration management tools exists.
Choosing one of these tools could based on several criteria.
Choice Criteria
Performance : Between the memory consumption, the speed of execution and the adaptation to
increasingly complexes architectures, several performance criteria could help you decide on the
performance of a such tool.
License : You may choose between FOSS and proprietary software. Most of the existing softwares
are Open Source. It remains to be seen what FOSS license you should choose: GPL, BSD, Apache,
MIT..etc
Programming Language : A such tool is coded using a programming language, but it does not mean
that the a DevOps will manage and automate ops and servers using the same language. For example,

SaltStack uses Jinja and YAML ..etc Most of those tools are written in Python, Ruby or Java, but one
can also find perl, C and C ++.
Authentication Methods : A configuration management or a data center automation tool is based
on a model, roughly consisting of clients and a server. The authentication between a client and a
server can be automatic, encrypted, secure, fast .. or not.
Agents : Some tools use agents that must be installed on the target servers (clients), some tools work
without agents and others offer both choices.
Scalability : A tool that grows and evolves with the enterprise must provide technical means and
capabilities to ensure scalability at several features and extended functional scopes.
Portability : Most if not all configuration management tools are compatible with *nix systems. Some
servers runs on BSD, AIX, HP-UX, Mac OS X, Solaris, Windows and other OSs. In this case you must
see this point: the compatibility.
Thanks to Wikipedia⁴ and its contributor for the next comparison concerning the portability of the
following tools.
AIX BSD HP-
UX
Linux Mac
OS X
Solaris WindowsOthers
Ansible Yes Yes Yes Yes Yes Yes Yes Yes
Bcfg Partial Yes No Yes Partial Yes No No
CFEngineYes Yes Yes Yes Yes Yes Yes Yes
cdist Yes Yes Yes No
Chef Yes Yes Yes Yes Yes Yes Yes Yes
ISconf Yes Yes Yes Yes Yes Yes No No
Juju Yes
LCFG No No No Partial Partial Partial No No
OCS
Inven-
tory
NG
Yes Yes Yes Yes Yes Yes Yes No
Opsi No No No Yes No No Yes No
PIKT Yes Yes Yes Yes Yes Yes No Yes
Puppet Yes Yes Yes Yes Partial Yes Yes Yes
Quattor No No No Yes Partial Yes No No
Radmind Yes Yes No Yes Yes Yes Yes No
Rex Yes Yes Yes Yes Yes No
Rudder Yes Partial No Yes Partial Partial Yes Yes
Rundeck Yes Yes Yes Yes Yes Yes Yes No
SmartFrogNo No Yes Yes Yes Yes Yes No
Salt Yes Yes Partial Yes Yes Yes Yes Partial
SpacewalkNo No No Yes No Yes No No
STAF Yes Yes Yes Yes Yes Yes Yes Yes
⁴http://en.wikipedia.org/wiki/Comparison_of_open-source_configuration_management_software

AIX BSD HP-
UX
Linux Mac
OS X
Solaris WindowsOthers
Synctool Yes Yes Yes Yes Yes Yes Yes Yes
Vagrant Yes Yes Yes
Documentation, Support and Latest Stable Release: Keep in mind that the quantity and the quality
of official documentations, forums, groups, and paid support differs from a tool to another. A good
thing to do is to see the date of the latest stable release, some tools are just no more updated which
can cause security risks.
Popular tools
Among the best and the most popular tools we find : Ansible, CFEngine, Puppet, Saltstack.
Among the best and the most popular tools we find : Ansible, CFEngine, Puppet, Saltstack.
Ansible : Combines multi-node deployment and ad-hoc task execution. Manages the nodes with
SSH and requires Python (2.4 or later). Uses JSON and YAML modules and state as descriptions. It
is built on python but its modules can be written in any language. Ansible⁵ is one of the most used
softwares. It is used by Spotify, Twitter, NASA and evernote.
Puppet : Puppet⁶ is based on a custom declarative language to describe the system configuration,
⁵http://www.ansible.com/home
⁶http://puppetlabs.com/

uses the distributed client-server paradigm, and a library for configuration tasks. Puppet requires
the installation of a master server and client agents on every system that is to be managed. It is used
by Vmware, Cisco, Paypal and SalesForce.
Saltstack : Salt⁷ is what the next chapter of this book will details.
⁷http://saltstack.com/

Chapter I - A Taste Of Salt
1 o ^__^
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Presentation
SaltStack is an Open Source project, you can read and modify its source code under the Apache
license.
Its source code is available on github⁸.
SALSTACK Inc. is the company behind SaltStack, it was founded by Thomas Hatch, the original
creator of SaltStack. SaltStack is used by Apple inc, Rackspace, Photobucket, NASA, LinkedIn, Hulu,
HP Cloud Services, Cloud Flare and other know companies.
SaltStack Logo
SaltStack fundamentally improves the way system administrators, integrators and DevOps use to
configure and manage all aspects of a modern data center infrastructure.
It provides a different approach to some existing alternatives such as speed and adaptation to the
size of the cloud. Several recognized businesses use SaltStack to orchestrate and control their cloud
servers and infrastructure and automate the “DevOps Toolchain”.
⁸http://girhub.com/salstack/salt

Chapter I - A Taste Of Salt 11
It is built on a platform running relatively fast while allowing remote control of distributed infras-
tructures, code and data. A layer of security is established while having two-way communications
between the different components of this platform.
The following chapters are conceived for new and experienced system administrators, DevOps and
full stack developers seeking to manage and configure multiple servers / application and software
platforms more easily.
The infrastructure to manage can be virtual machines, cloud (Amazon EC2 instances, Rackspace
..etc) or physical machines as well hosted applications and platforms that rely on configuration files.
All you need is a root access, a good understanding of the environment to manage and the basic
know-how for a sysadmin.
Even if it is possible to use a web access to manage SaltStack but the use of the command line
is always more adapted to our needs for several reasons such as speed and efficiency. If you are
familiar with the command line and programming, understanding Salt commands and its syntax
will be easier but this is not a requirement to start using SaltStack.
Salt is portable and works with these systems:
• Amazon Linux 2012.09
• Arch, CentOS 5/6
• Debian 6.x/7.x/8(git installations only)
• Fedora 17/18
• FreeBSD 9.1/9.2/10
• Gentoo
• Linaro
• Linux Mint 13/14
• OpenSUSE 12.x
• Oracle Linux 5/5
• Red Hat 5/6
• Red Hat Enterprise 5/6
• Scientific Linux 5/6
• SmartOS
• SuSE 11 SP1/11 SP2
• Ubuntu 10.x/11.x/12.x/13.04/13.10
• Elementary OS 0.2
According to the official website of Salt, other systems and distributions will be compatible in the
future. If you want to stay informed just follow the development branch.
In the following sections, the installation and the use of SaltStack will be in the context of Linux
server management. This could have some small differences for Windows, FreeBSD or Solaris..Etc.
Overall, principles are the same.

You can use Salt installed on an operating system to manage other systems (A Linux to manage a
Solaris or a BSD to manage a Windows … etc.). The installation part of this book will cover Redhat
and Debian. Be sure to check the documentation (docs.saltstack.com) for the installation and the
specific use with your particular operating system.
A brief summary
SaltStack is based on some special components:
• One or more “salt-master”, “salt-minion” and “salt-syndic”
• A key management system “salt-key” that allows the authentication of a “salt-minion” on a
“salt-master”
• A system of “states” to describe the configurations
• A “top.sls” that calls the “states”
• A system of “grain” on the minion to manage the configurations data
• A system of “pillars” to store other data on the master (such as confidential data)
• A transport and data management system called “ZeroMQ”
• An event management system called “reactors” “returners”, “outputters” ..etc
A master can manage configurations or execute remote commands on one or more minions. This
operations are based on “SLS” files, and these files are calling Salt modules, grains and/or pillars.
Salt could be used either from the command line or in executable scripts.
The various components of SaltStack will be explained in this book, some definitions appeal to
others, that’s why in the first order we need to have a global view on the functioning system of Salt.
Expanding Salt Use
Provisioning and testing tools based on Salt and its GUI will not be part of this documentation, but
they are interesting tools if you want to learn more about SaltStack.
Some of this tools are :
Salty Vagrant
Salty Vagrant is a Vagrant plugin that allows you to use Salt as a provisioning tool. You can use
“formulas” and existing configs for building development environments.
The simplest way to use Salty Vagrant is configuring it to work in “masterless” mode. Details are
explained in the official Vagrant documentation⁹.
⁹https://docs.vagrantup.com/v2/provisioning/salt.html

Salt Cloud
Salt Cloud¹⁰ is a public cloud provisioning tool created to integrate Salt to each of the major cloud
infrastructure providers (AWS, Rackspace, Parallels ..etc) in order to facilitate and accelerate the
supply process.
Salt Cloud allows managing a cloud infrastructure based on “maps” and “profiles” of virtual
machines. This means that many virtual machines in the cloud can be managed easier and faster.
Halite
Halite¹¹ is the client-side web interface (Salt GUI). It connects and operates a SaltStack infrastructure.
This tool is a graphical complement, but it is not indispensable for the functioning of Salt. For best
results, Halite works with Hydrogen and higher versions.
Conclusion
The general presentation of Salt is not enough to begin mastering the tool, but it is required if you
are not familiar with the concept of configuration management and data center automation.
¹⁰https://github.com/saltstack/salt-cloud
¹¹https://github.com/saltstack/halite

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