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1 Chef Fundamentals Webinar - Module 1 Here are answers to most of the questions that were asked during Chef Fundamentals Training Webinar Module 1. If your question isn t answered here or if you have another one feel free to reach out to me at brian@opscode.com. Q. What will be covered in week 2? A. The tentative schedule is below and may be subject to change: Week 2 - Install Chef & Setup Your Organization Week 3 - Setup a Node & Write Your First Cookbook Week 4 - Understanding the chef-client run Week 5 - Working with Templates Week 6 - Roles, Community Cookbooks, & Further Resources Q. Are current attendees auto enrolled? A. Yes. No need to re-register. Watch your inbox for details on next week s webinar. Q. When is next session scheduled? this webinar is module 1 is there a module 2 or a more advanced deep dive? A. This is the first in a series of 6 which will run every Thursday at the same time. Watch the Opscode Blog for details. Q. Do we need to setup my workstation before module 2 class? A. No, we'll demonstrate doing so during next week's webinar and you can follow along. There will be some pre-work though, watch your for that. Q. Where is chef server installed? A. Depends on which Chef server you're using. Q. Is there an on-premise Enterprise Chef install? A. Absolutely! Q: What are the common mistakes that one could do in the process of installing chef client? A. We ll install chef-client in the next two webinars. Let s come back to that then. Q. When I tried to install chef using the Quick Start guide in the workstation setup section it only allow a windows install do you have a mac or linux install? A. I recommend starting with the Chef Install page(

2 Q. Please compare chef to puppet. A. Chef and puppet help you solve similar problems. This series is about fundamentals of Chef and will not go into a feature comparison of different products available. Please contact sales@opscode.com for more information. Q. Does open source Chef feature organizations / multi tenancy? A. No, it does not. Q. Is there a on-premise Enterprise Chef install? I tried signing up for a trial, and the site keeps pointing me to Hosted Chef A. Yes. Contact sales@opscode.com if you need assistance getting going. Q. Will Chef eventually be able to handle pending reboots on windows node during a run list. for example using dism or powershell to install RDSH and Desktop Experience? A. We re definitely able to handle pending reboots with some chef configuration today. Q. How do you keep track of the environment changes? A. You ll use your version control repository to track environment changes. Q. Does open source Chef feature organizations / multi tenancy? A. No, it does not. Q. What's Chef Solo? A. Chef-solo is an open source version of the chef-client that allows using cookbooks with nodes without requiring access to a server. Q. Are these techniques the same in Enterprise, Server, Solo? A. Most of the fundamental techniques are the same for Enterprise, open-source, and solo. There are certainly some differences though. Chef-solo, for example, can t do any searching. Q. Is Opscode committed to keeping open source chef-server up to date? A. Absolutely! Q. Is it feasible to run chef-solo on multiple servers, and pull the cookbook via git?

3 A. Yes, but you when using chef-solo, you lose out on the centralization of cookbook/run_list/data bag/etc. information that is typically saved back to the chef server. Q. Do you recommend knife-solo to help with the early stages of learning chef? Or should you just go straight to full chef enterprise/solo? A. Personally, I recommend starting with Hosted Enterprise Chef. Q. Are there any plans to improve the quality of the documentation? A. We are constantly working to improve the quality and depth of the documentation on We'd love to hear your specific feedback docs@ospcode.com and welcome pull requests at Q. Can Chef run on Windows environment? A. Yes! Some good reference to help you get started - Q. What happened to "Chef the Definitive Guide"? A. That s a book that O Reilly Publishing planned but I think they ve since canceled those plans. At a minimum, those plans are on an indefinite hold. There are a number of other books and resources available: Test-Driven Infrastructure with Chef, 2nd Edition Instant Chef Starter Chef Infrastructure Automation Cookbook Chef Survival Guide Getting Started with Chef - website Q. Is Recipe like class files? A. Think of a recipe as a policy that describes the state of each resource on your node. Q: Can you use PHP or other scripting languages in place of Ruby for writing recipes? A. No. Chef recipes are written using Chef s domain specific language (DSL) which is ruby. Q. How and where in Chef are resources defined? Does ohai report that back to chef server, and then you somehow learn what those variables are when you go to write a recipe? A. This should become more clear as we get into additional portions of the webinar.

4 Q. Hi, is chef client build available for AIX now? if not in which release its planned to release? A. Supported chef-client distributions can be found here - No AIX build is currently available. Q. You stated you can track environment changes in version control, but is there a way to report / audit what changes were applied on a server at a given time? A. Yes through a think we call notification and report handlers. You can check the docs for more info on that topic. Q. Are roles global? Gobal would be, there are avaiable to all nodes? A. Yes, roles are global, not environment-specific. Any node in your Organization can be assigned any of your Roles. But the are not shared across Organizations. Q 0-n roles associated with a node, 1 env associated with a node... are roles specific to an environment, or global? A. Roles are defined at the Organization level. So they span Environments. You might call that global ;) Q. What's the best way to keep a chef client run from causing significant production issues when all client runs happen to coincide? A. Best thing about automation is you can push out configuration changes across your entire infrastructure automatically. Worst thing about automation is you can push out configuration changes across your entire infrastructure automatically. ;) Q. Windows 8 support? A. Yep! Chef works on Windows 8. Q Is there diff guide between chef-server 10.6 and 11? A. The docs site has some good info such as - Q. Each node has configurations from the resource file. But how to send one node info to chef and pickup new value for the next run. A. We'll look at this as we cover what happens when the chef-client runs on your node. Q:One concern that we had had regarding Chef is orchestrated deployments across multiple servers. Will these sessions cover RunDeck?

5 A: No, these sessions will not get into RunDeck. We want to help you get comfortable with Chef. Q. Lets say you have hundreds of EC2 nodes coming in out, what is best way to clean up stale nodes on chef server? A. I m not sure there is a best way but one approach that I have seen is captured in this gist: If you are using the command line, knife ec2 server delete has a --purge options. There is also knife node bulk delete & knife client bulk delete which accept regex (e.g. i-* ). Q. Four environments, dev, prod, test, etc were mentioned. How are different environments for different segmented projects handled? I.e. project1-dev, project1-prod, project2-dev, etc. A. It depends on how you manage your projects, applications, and environments. A staging environment, for example, may require multiple applications, multiple database backends, etc. Environments within Chef can be named to match how your projects are managed. The power of Chef: we give you ways to model your infrastructure in the way that works best for you. Q. Hi, i've been playing around with the knife command line, and i was wondering is there a way to add a specific recipe to a role? what's the syntax? A. There are a few ways of doing so. We'll explore one or two of them as part of this series. Q. What are the best practices for managing a large range of nodes corresponding to multiple applications? Do people use the Chef Server GUI, or knife with a really good memory and tagging or what? Assuming an open source dedicated server. A. Most organizations start using knife or other tooling around knife as they scale and prefer that over the web-based user interface. Q. What revert capabilities are available after a chef run has completed? A. You can write contra-resources (package apache2 do action :remove end) but you don t really have rollback capabilities. Q. Is the "Test" environment typically what you'd call a CI server? A. Test environment would probably include your CI server but may also include other servers/nodes. Q. How do you keep track of the environment changes?

6 A. You ll track changes to the desired state of your environments in your version control system (git, subversion, etc.). You can also investigate build custom report handlers. Here s a link to the docs for those - Q. So, the template file has to exist locally on the Chef Client? It cannot be stored on and called from the Chef Server? A. The template will be in the Cookbook. The cookbook will be pulled from the chef server by the node when chef-client runs. Q: Can a recipe do things such as manage a load balancer when deploying to a web node, such as to require that the node be taken out of a load pool, wait for users to bleed off, and then deploy and restart the service, adding it back to the pool afterwards? A. Answered this live. basically, you can build some amount of orchestration in, yes. Q. Is there a training session for chef geared towards windows? A. Yes, we offer instructor-led windows training from time-to-time. We don't have any on the schedule currently but there was a webinar about this recently ( Q. So all the recipes in the run list for a client node will be downloaded from the server and then run on the node? A. Yes, and we ll dig more into this over the course of this series. Q. How do I follow up with latest news about chef? A. Opscode's blog, Opscode's newsletter, and the Food Fight Show (podcast & newsletter) are great resources. Q. Can you specify "dynamic" file paths, so that, for example, /etc/apache2/apache2.conf doesn't necessarily live in /etc/apache2/? A. Yes, you can make that path dynamic with the use of data attributes. We ll look at that in a future webinar when we build an apache cookbook. Q. Do you recommend using berkshelf to manage community dependencies? A. Not if you're just getting started with Chef. You will likely desire something like Berkshelf as you grow the number of infrastructure components managed by Chef and as you continue writing your own recipes. I recommend starting with the fundamentals of Chef before adding in any additional tools. Q: I have a little exposure to Dell crowbar, Ubuntu juju, and chef.. is there a clear delineation where one starts and ends and another takes over?

7 A. I d recommend something like crowbar to get you base, minimal operating system installed and then let Chef take over from there. Q. Do you have your own package names? Some libraries for ubuntu are libsomething-dev and on centos it's something-dev A. Nope, we work with your distro s package repository or your own custom repository. You ll need to know the name of the package you want to install. However, you can make the name variable data so that the recipe can work across different platforms. Q. Where's the ERB template pulled from? A. it s in the cookbook Q. Testing the changes in your test environment before rolling out to production. A. There are a number of different strategies used. We probably won t have time to dig deeper into this via the Fundamentals Webinar series. You might join the Opscode Community Summit in November, #ChefConf next year, and the chef mailing list. Q. What is the recommended way to append a conf file using chef (specifically 10.6) A. The recommended way is to manage the entire file with chef and not try to separately manage single lines. Q. Is chef used for patching, or should that defer to something like satellite/spacewalk? A. It depends. I d recommend using chef though ;) Q. Is it a good idea to assign recipes to nodes or should I assign roles only? Even if the role contains one recipe ony. A. This really depends on how you want to manage your environment. Assigning recipes keeps you from needing to drill down into a role to tell what that node is doing & roles are not version controlled within the chef server. However, if the role directly relates to the functionality of the node, this can simplify management. Q: When/where is the run list determined? On a role, I would guess? A: A node s run_list is saved on the Chef Server. run_lists can also be defined within roles. We ll look at that in future webinars. Q: Where can we find more information on installing Open Source chef?

8 A: docs.opscode.com is always the best place to start looking for chef-related information. I'd encourage you to reach out to the mailing list (lists.opscode.com) or IRC channel (irc.freenode.net #chef) for further help. Q. Can we use any repository to store our recipies in? A. Yes. Some knife commands like knife cookbook site install require an initialized git repository, but you can use any code revisioning system to store cookbooks/recipes. Q: What's the recommended way to handle differences between CentOS and Ubuntu, such as with Apache, apache2 via apt vs httpd via yum? A. We ll look at this in future webinars in the series but you can use data attributes to define variable data such as package names. We ll show you code for doing this in a couple of weeks. Q. I'm setting the version of packages as node attributes - is that a bad practice? A. Directly on the node? You probably want to set those in the Environment, not direclty on the node. Q: Is there any documentation for patch management for best practice? A. I don t know of any quick documents for this. One thing to consider though is that if you ve fully modeled your environment with Chef it might be easier, better, and safer to simply deploy a new machine or virtual machine with the proper OS and patches applied. Q. How can setup the cluster using chef recipe? A. You ll model multiple nodes with chef and, likely, utilize search to accomplish this. Q. What i'm initially finding hard is to understand where to find resources that will help us decide the best way to layout chef with a complex infrastructure. Is that sort of information available in the opscode docs or are there other places you'd recommend for more of a best practise style idea? A. Best practices are continuing to evolve. There is a very active community using Chef and I d recommend subscribing to the Food Fight Show (podcast & newsletter), joining the chef mailing list ( and getting involved with your local community. Q should the version of the package be a variable or hard coded into recipe? A. This is probably data that s better defined in an environment or role. We ll explore these options over the course of this series.

9 Q What if the apache2 service does not exist? Is it assumed it is created with the first resource? A. It the apache2 service does not exist, the chef-client run will fail and report an exception. In this recipe, we are assuming that the package resource succeeds and creates the apache2 service. Q. In this previous example ( apache2 package ), would it update an existing Apache resource ( say 2.1 ) to a latest ( 2.2 )? A. That depends on the policy you define in your recipe. The resource we defined in the example states that the package should be installed. If that s the case, no additional action will be taken; the package will not be upgraded. We could further define the resource stating that it should be using the latest available version (action :upgrade) or that it should be running a specific version (version 2.2 ). Q. Is it possible to render templates on client side? A. Not sure I fully understand the question. The answer is either yes or that s where they re always rendered. Q. What sort of integration with vmware vcloud? A. There is a knife-vlcoud plugin ( We will not have time to cover specifics with vcloud during this series. Q. Azure Cloud instance can be treated as a Node. I installed Web server, app server, db server in Azure. So currently how many nodes I have now 1 or 3? A. If they're 3 separate instances on Azure, they're 3 separate nodes. Q. Are there special security considerations for having Chef Server as a single point of failure for the entire infrastructure? I imagine if this single point gets compromised, it could allow an attacker to compromise the entire infrastructure. A. Security is always a concern for any infrastructure component. The Chef server is not a point of failure in your infrastructure though. If it goes down, your applications will continue to work. If it is compromised in an attack, there may be some issues. Remember though, Chef uses a pull model so the server doesn't actually initiate connections to the nodes in your infrastructure. Q. How Chef compare with other tools in the market? A. This series is about fundamentals of Chef and will not go into a feature comparison of different products available. For more information contact sales@opscode.com Q. Many of the cookbooks allow attributes to be overridden in your own recipe. Eg Java cookbook ( has an

10 install_flavor if I write a recipe that includes the Java - what is best practice for overriding attributes? A. There are multiple ways of doing so. We'll explore attributes in later webinars in this series. Q. Is it possible to fetch infrastructure data from other apps? if yes how? A. Yes. It really depends on how the other apps make their data available. For example, some apps may save data to the Chef server and you could search those. Other apps may expose a REST API that you could utilize as part of a recipe or cookbook. Q. I see ::Chef::Recipe.send(:include, Opscode::OpenSSL::Password) in MySQL and Tomcat cookbooks but I am not sure how it gets the password and how to I get the password in attributes. A. This is a bit beyond the scope of our fundamentals training but the recipe uses OpenSSL to generate a secure password at runtime and then saves that as a node attribute. We'll look at node attributes and how and where they get saved in upcoming webinars. Q. In your example, how does Chef know where to download apache? A. Chef will use the Operating System's package manager to download Apache. The package manager itself can, of course, be managed by chef. Q. What is the best practice for TDD with recipes? A. Definitely an interesting topic but it's outside the scope of the current webinar series. Q. Can you both run a chef-client's run list immediately/manually, and on a schedule/crontab? A. Yes. We'll primarily run chef-client manually throughout this series but may look at how to run it on a schedule. Q. Will you be showing live demonstration with AWS? A. Probably won't have time to get to that. We're trying to stay focused on the fundamentals of using Chef. Q. Does package support the update function? A. Yes. Package includes an "upgrade" option. Q. How we connect node through chef client in ubuntu & centos? because ubuntu use sudo and centos root user does not required sudo command.

11 A. chef-client will typically run as root user on your linux systems or as Administrator on Windows. If you're logged in as a normal user, you'll likley need to run the command with elevated priveleges. Q. Does it required.rb file or we can run recipe with sh? A. Recipes are written as ruby files. There is an "execute" resource that will allow you to run a.sh file though. Q. Can we use chef for MAC & window operating system as well? A. Yep, sure can. You can manage Mac or Windows machines as nodes or manage chef from your Mac or Windows machine. Q. How lightweight is the Chef Client ( CPU and Memory impact )? A. You'll run it as part of this series and will be able to see for yourself. We'll also discuss some of the contributing factors. Q. If updating an application, (which involves a restart) how do you insure that more than (say) one node is restarting at once? A. There are a few approaches used in practice. However, inter-node coordination like that is outside the scope of this webinar series.

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