.. _usage:

Usage
=====

Majic Ansible Roles are targeted at sysadmins who wish to deploy services for
their own, small-scale use. This chapter gives a simple tutorial-like set of
instructions for using all of the roles available.

.. contents:: :local:


Overview
--------

There is a number of different roles that can prove useful for setting-up a
small infrastructure of your own.

Some roles are suited for one-off operations during installation, like the
``preseed`` and ``bootstrap``, while some are better suited for periodic runs
for maintaining the users and integrity of the system.

By the end of the instructions you will have the following:

* Ansible server, used for configuring the remaining servers.
* Communications server, providing the LDAP, mail, and XMPP services.
* Web server, providing the web services.
* Backup server, where the backups will be stored at.


Pre-requisites
--------------

For the set-up outlined in this usage guide you'll need the following:

* One server where Ansible will be installed at. Debian Jessie will be installed
  on top of this server. The server will be set-up manually (this is currently
  out of scope for the *Majic Ansible Roles* automated set-up).
* Three servers where the services will be set-up. All servers must be able to
  communicate over network with each-other, the Ansible servers, and with
  Internet. Debian Jessie will be installed on top of this server as part of the
  usage instructions.
* Debian Jessie network install CD.
* All servers should be on the same network.
* IP addresses for all servers should be known.
* Netmask for all servers should be known.
* Gateway for all servers should be known.

In case of the servers listed above, it might be safest to have them as VMs -
this is cheapest thing to do, and simplest (who wants to deal with pesky hardware anyway?).

Usage instructions assume the following:

* Domain used for all servers is ``example.com``. If you wish to use a different
  domain, adjust the instructions accordingly.
* Server hostnames are ``ansible``, ``comms``, ``www``, and ``bak`` (for Ansible
  server, communications server, web server, and backup server, respectively).


Installing the OS on Ansible server
-----------------------------------

Start-off by installing the operating system on the Ansible server:

1. Fire-up the ``ansible`` server, and boot from the network installation CD.

2. Select the **Install** option.

3. Pick **English** as language.

4. Pick the country you are living in (or whatever else you want).

5. Pick the **en_US.UTF-8** locale.

6. Pick the **American English** keymap.

7. Configure the network if necessary.

8. Set the hostname to ``ansible``.

9. Set the domain to ``example.com``.

10. Set the root password.

11. Create a new user. For simplicity, call the user **Ansible user**, with
    username **ansible**.

12. Set-up partitioning in any way you want. You can go for **Guided - use
    entire disk** if you want to keep it simple and are just testing things.

13. Wait until the base system has been installed.

14. Pick whatever Debian archive mirror is closest to you.

15. If you have an HTTP proxy, provide its URL.

16. Pick if you want to participate in package survey or not.

17. Make sure that at least the **standard system utilities** and **SSH server**
    options are selected on task selection screen.

18. Wait for packages to be installed.

19. Install the GRUB boot loader on MBR.

20. Finalise the server install, and remove the installation media from server.


Installing required packages
----------------------------

With the operating system installed, it is necessary to install a couple of
packages, and to prepare the environment a bit on the Ansible server:

1. Install the necessary system packages (using the ``root`` account)::

     apt-get install -y virtualenv virtualenvwrapper git python-pip python-dev libffi-dev libssl-dev


2. Set-up the virtual environment (using the ``ansible`` account):

   .. warning::
      If you are already logged-in as user ``ansible`` in the server, you will
      need to log-out and log-in again in order to be able to use
      ``virtualenvwrapper`` commands!

   ::

     mkdir ~/mysite/
     mkvirtualenv -a ~/mysite/ mysite
     pip install -U pip setuptools
     pip install 'ansible~=1.9.0' dnspython

.. warning::
   The ``dnspython`` package is important since it is used internally via
   ``dig`` lookup plugin.


Cloning the *Majic Ansible Roles*
---------------------------------

With most of the software pieces in place, the only missing thing is the Majic
Ansible Roles:

1. Clone the git repository::

     git clone http://code.majic.rs/majic-ansible-roles ~/majic-ansible-roles

2. Checkout the correct version of the roles::

     cd ~/majic-ansible-roles/
     git checkout -b 1.5-dev 1.5-dev


Preparing the basic site configuration
--------------------------------------

Phew... Now that was a bit tedious and boring... But at least you are now ready
to set-up your own site :)

First of all, let's set-up some basic directory structure and configuration:

1. Create Ansible configuration file.

   :file:`~/mysite/ansible.cfg`

   ::

     [defaults]

     roles_path=/home/ansible/majic-ansible-roles/roles:/home/ansible/mysite/roles
     force_handlers = True
     retry_files_save_path = /home/ansible/mysite/retry
     inventory = /home/ansible/mysite/hosts

2. Create directory where retry files will be stored at (so they woudln't
   pollute your home directory)::

     mkdir ~/mysite/retry

3. Create the hosts file.

   :file:`~/mysite/hosts`

   ::

     [preseed]
     localhost ansible_connection=local

     [communications]
     comms.example.com

     [web]
     www.example.com

     [backup]
     bak.example.com

4. Create a number of directories for storing playbooks, group variables, SSH
   keys, and GnuPG keyring (we'll get to this later)::

     mkdir ~/mysite/playbooks/
     mkdir ~/mysite/group_vars/
     mkdir ~/mysite/ssh/
     mkdir ~/mysite/gnupg/

5. Before moving ahead, we should also create SSH private/public key pair that
   will be used by Ansible for connecting to destination servers, as well as
   for some roles::

     ssh-keygen -f ~/.ssh/id_rsa -N ''


Preseed files
-------------

The ``preseed`` role is useful for generating Debian preseed files. Preseed
files can be used for automating the Debian installation process.

Preseed files are commonly created on the Ansible host, and then in some way
served to the servers using them during install.

So, let's set this up for start:

1. First of all, create the playbook for generating the preseed files locally.

   :file:`~/mysite/playbooks/preseed.yml`

   ::

      ---
      - hosts: preseed
        roles:
          - preseed

2. And that is about it to be able to actually use this particular role! So
   let's try running it::

     workon mysite && ansible-playbook playbooks/preseed.yml

3. If all went well, you should have the following files created:

   * :file:`~/mysite/preseed_files/comms.example.com.cfg`
   * :file:`~/mysite/preseed_files/www.example.com.cfg`
   * :file:`~/mysite/preseed_files/bak.example.com.cfg`

4. You can have a look at them, but you might notice the settings in the file
   might not be to your liking. In particular, it could be using wrong timezone,
   defaulting to DHCP for network configuration etc. Let's concentrate on making
   the network configuration changes - this is the main thing that will probably
   differ in your environment. Create a new configuration file:

   :file:`~/mysite/group_vars/preseed.yml`

   ::

      ---

      # Set your default (initial) root password.
      preseed_root_password: changeit
      # Use manual network configuration (no DHCP).
      preseed_network_auto: no
      # Set the gateway for all servers.
      preseed_gateway: 10.32.64.1
      # Set the netmask for all servers.
      preseed_netmask: 255.255.255.0
      # Set the DNS for all servers.
      preseed_dns: 10.32.64.1
      # Set the domain for all servers.
      preseed_domain: example.com
      # Set the server-specific options.
      preseed_server_overrides:
        comms.example.com:
          hostname: comms
          ip: 10.32.64.19
        www.example.com:
          hostname: www
          ip: 10.32.64.20
        bak.example.com:
          hostname: bak
          ip: 10.32.64.23

5. Now re-run the preseed playbook::

     workon mysite && ansible-playbook playbooks/preseed.yml

6. The preseed files should have been updated now, and you should have the new
   customised configuration files in the ``preseed_files`` directory. You can
   now use these to install the servers.


Installing the servers with preseed files
-----------------------------------------

You have your preseed files now, so you can go ahead and install the servers
``comms.example.com``, ``www.example.com``, and ``bak.example.com`` using
them with network install CD. Have a look at `Debian
<https://www.debian.org/releases/stable/amd64/apbs02.html.en>`_ instructions for
more details.

If you need to, you can easily serve the preseed files from the Ansible server
with Python's built-in HTTP server::

  cd ~/mysite/preseed_files/
  python -m SimpleHTTPServer 8000


Bootstrapping servers for Ansible set-up
----------------------------------------

In order to effectively use Ansible, a small initial bootstrap always has to be
done for managed servers. This mainly involves set-up of Ansible users on the
destination machine, and distributing the SSH public keys for authorisation.

When you use the preseed configuration files to deploy a server, you get the
benefit of having the authorized_keys set-up for the root operating system user,
making it easier to bootstrap the machines subsequently via Ansible.

Let's bootstrap our machines now:

1. For start, create a dedicated playbook for the bootstrap process.

   :file:`~/mysite/playbooks/bootstrap.yml`

   ::

      ---

      - hosts: [communications, web, backup]
        remote_user: root
        roles:
          - bootstrap

2. The ``bootstrap`` role has only one parameter - an SSH key which should be
   deployed for the Ansible user on managed server (in the ``authorized_keys``
   file). This defaults to content of local file ``~/.ssh/id_rsa.pub``, so no
   need to make any changes so far.

3. SSH into all machines at least once from the Ansible server in order to
   store the SSH fingerprints into known hosts file::

     ssh root@comms.example.com date
     ssh root@www.example.com date
     ssh root@bak.example.com date

4. Now, simply run the bootstrap role against the servers::

     workon mysite && ansible-playbook playbooks/bootstrap.yml

6. At this point you won't be able to ssh into the machines with root account
   anymore. You will be able to ssh into the machines using the private key of
   the ``ansible`` user (from the Ansible server). The ``ansible`` user will
   also be granted ability to run the ``sudo`` commands without providing
   password.

7. After this you can finally move on to configuring what you really want -
   common configuration and services for your site.


Common server configuration
---------------------------

Each server needs to share some common configuration in order to be functioning
properly. This includes set-up of some shared accounts, perhaps some hardening
etc.

Let's take care of this common configuration right away:

1. Create playbook for the communications server:

   :file:`~/mysite/playbooks/communications.yml`
   ::

      ---
      - hosts: communications
        remote_user: ansible
        become: yes
        roles:
          - common

2. Create playbook for the web server:

   :file:`~/mysite/playbooks/web.yml`
   ::

      ---
      - hosts: web
        remote_user: ansible
        become: yes
        roles:
          - common

3. Create playbook for the backup server:

   :file:`~/mysite/playbooks/backup.yml`
   ::

      ---
      - hosts: backup
        remote_user: ansible
        become: yes
        roles:
          - common

4. Create the global site playbook:

   :file:`~/mysite/playbooks/site.yml`
   ::

      ---
      - include: preseed.yml
      - include: communications.yml
      - include: web.yml
      - include: backup.yml

5. Time to create configuration for the role. Since this role is supposed to
   set-up a common base, we'll set-up the variables file that applies to all
   roles:

   :file:`~/mysite/group_vars/all.yml`
   ::

      ---

      os_users:
        - name: admin
          uid: 1000
          additional_groups:
            - sudo
          authorized_keys:
            - "{{ lookup('file', '~/.ssh/id_rsa.pub') }}"
          password: "{{ 'admin' | password_hash('sha512') }}"

      common_packages:
        - emacs24-nox

6. That's all for configuration, time to apply the changes::

     workon mysite && ansible-playbook playbooks/site.yml

7. After this you should be able to *ssh* from Ansible server onto the managed
   servers as user ``admin`` using the *SSH* private key. The ``admin`` user's
   password has also been set to ``admin``, and the user will be member of
   ``sudo`` group.


Introducing LDAP
----------------

Since some of the services actually depend on LDAP, we'll go ahead and set that
one up first. This includes both the LDAP *server* and *client* configuration.

1. Update the playbook for communications server to include the LDAP client and
   server roles (``ldap_client`` and ``ldap_server``, respectively).

   :file:`~/mysite/playbooks/communications.yml`
   ::

      ---
      - hosts: communications
        remote_user: ansible
        become: yes
        roles:
          - common
          - ldap_client
          - ldap_server

2. Update the playbook for web server to include the LDAP client role
   (``ldap_client``). You never know when it might come in handy :)

   :file:`~/mysite/playbooks/web.yml`
   ::

      ---
      - hosts: web
        remote_user: ansible
        become: yes
        roles:
          - common
          - ldap_client

3. Time to configure the roles. For start, let us configure the LDAP server
   role. Keep in mind that there is a lot of default variables set-up by the
   role itself, making our config rather short.

   :file:`~/mysite/group_vars/communications.yml`
   ::

      ---

      ldap_admin_password: admin
      ldap_server_organization: "Example Inc."

4. Phew. That was... Well, actually, easy :) Technically, only the LDAP admin
   password *must* be set, but it's nice to have better organisation specified
   than the default one. Let's add the LDAP client configuration next. We will
   start off with global LDAP client configuration. In case of LDAP client,
   we've got to be a bit more explicit.

   :file:`~/mysite/group_vars/all.yml`
   ::

      # Observe how we set the base DN. By default the ldap_server role
      # (defined up there) will use server's domain to form the base for LDAP.
      ldap_client_config:
        - comment: Set the base DN
          option: BASE
          value: dc=example,dc=com
        - comment: Set the default URI
          option: URI
          value: ldap://comms.example.com/
        - comment: Set the LDAP TLS truststore
          option: TLS_CACERT
          value: /etc/ssl/certs/truststore.pem
        - comment: Enforce TLS
          option: TLS_REQCERT
          value: demand

5. Ok, so this looks nice and dandy... But, let's have a bit better
   configuration on the communications server itself. Namely, on that one we
   should be able to connect to socket with LDAP clients instead over TCP port.

   :file:`~/mysite/group_vars/communications.yml`
   ::

      ldap_client_config:
        - comment: Set the base DN
          option: BASE
          value: dc=example,dc=com
        - comment: Set the default URI
          option: URI
          value: ldapi:///
        - comment: Set the default bind DN, useful for administration.
          option: BINDDN
          value: cn=admin,dc=example,dc=com
        - comment: Set the LDAP TLS truststore
          option: TLS_CACERT
          value: /etc/ssl/certs/truststore.pem
        - comment: Enforce TLS
          option: TLS_REQCERT
          value: demand

6. Ok, time to re-run the playbooks again... Wait a minute, something is missing
   here... Oh, right, forgot to mention one thing - Majic Ansible Roles use TLS
   throughout wherever possible. In other words, you *must* have TLS private
   keys and certificates issued by some CA for all servers in order to be able
   to use most of the roles (actually, you need them issued per *service*). This
   includes ``ldap_server`` too. So, let's make a slight detour to create a CA
   of our own, plus the necessary server certificate for the LDAP service...

   .. note::
      Another useful feature the roles implement is a check to see if
      certificates will expire within the next 30 days. This check is performed
      via cronjob at midnight, and results will end-up being delivered to the
      ``root`` user on local server. Later on, once you have configured the mail
      server, you should be able to set-up the necessary aliases to have the
      mails delivered to non-local accounts too.

   1. Let's first install a couple of more tools on the Ansible server, since we
      will be using ``certtool`` for our improvised CA needs (run this as
      ``root``)::

        apt-get install -y gnutls-bin

   2. Create directory where the private keys and certificates will be stored
      at (you can switch back to the ``ansible`` user now)::

        mkdir ~/mysite/tls/

   3. It is time to create a couple of templates for the ``certtool`` so it
      would know what extensions and content to have in the certificates:

      :file:`~/mysite/tls/ca.cfg`
      ::

         organization = "Example Inc."
         country = "SE"
         cn = "Example Inc. Test Site CA"
         expiration_days = 1825
         ca
         cert_signing_key
         crl_signing_key

      :file:`~/mysite/tls/comms.example.com_ldap.cfg`
      ::

         organization = "Example Inc."
         country = SE
         cn = "Exampe Inc. LDAP Server"
         expiration_days = 365
         dns_name = "comms.example.com"
         tls_www_server
         signing_key
         encryption_key

   4. Almost there... Now let's generate the keys and certificates::

        certtool --sec-param high --generate-privkey --outfile ~/mysite/tls/ca.key
        certtool --template ~/mysite/tls/ca.cfg --generate-self-signed --load-privkey ~/mysite/tls/ca.key --outfile ~/mysite/tls/ca.pem
        certtool --sec-param normal --generate-privkey --outfile ~/mysite/tls/comms.example.com_ldap.key
        certtool --generate-certificate --load-ca-privkey ~/mysite/tls/ca.key --load-ca-certificate ~/mysite/tls/ca.pem --template ~/mysite/tls/comms.example.com_ldap.cfg --load-privkey ~/mysite/tls/comms.example.com_ldap.key --outfile ~/mysite/tls/comms.example.com_ldap.pem

   5. And just one more small tweak - we need to provide a truststore PEM file
      containing all CA certificates in the chain. In this particular case we
      have a super-simple hierarchy (root CA is also issuing the end entity
      certificates), so simply make a copy of the ``ca.pem``. The
      ``truststore.pem`` file is picked-up automatically by many other roles::

        cp ~/mysite/tls/ca.pem ~/mysite/tls/truststore.pem

7. With private keys and certificates in place, we are almost ready to re-run
   the playbooks! Now, just a *small* tweak to the general configuration to set
   where the TLS private keys and certificates can be found at, and all should
   be fine.

   :file:`~/mysite/group_vars/all.yml`
   ::

      tls_private_key_dir: "~/mysite/tls/"
      tls_certificate_dir: "~/mysite/tls/"
      ca_certificates:
         "truststore": "{{ lookup('file', '~/mysite/tls/truststore.pem') }}"

8. And now as finishing touch, simply run the playbooks again::

     workon mysite && ansible-playbook playbooks/site.yml


Adding mail server
------------------

The next thing in line is to implement the mail server capability. *Majic
Ansible Roles* come with two distinct mail server-related roles. One for
setting-up a mail server host (with authenticated IMAP, SMTP, mail storage etc),
and one for setting-up a local SMTP mail forwarder (for having the rest of your
servers relay their mails to the mail server host).

The mail server role looks-up available mail domains, users, and aliases in the
LDAP directory. This has already been set-up on the server
``comms.example.com``, but some changes will be required.

1. Update the playbook for communications server to include the mail server
role.


    :file:`~/mysite/playbooks/communications.yml`
    ::

      ---
      - hosts: communications
        remote_user: ansible
        become: yes
        roles:
          - common
          - ldap_client
          - ldap_server
          - mail_server

2. Let's configure the role next.

   :file:`~/mysite/group_vars/communications.yml`
   ::

      # Set the LDAP URL to connect through. Keep in mind TLS is required.
      mail_ldap_url: ldap://comms.example.com/

      # Here we need to point to the base DN of LDAP server. A bunch of entries
      # will need to exist under it for service to function correctly, though.
      mail_ldap_base_dn: dc=example,dc=com

      # Separate LDAP entries are used for Postfix/Dovecot
      # authentication. Therefore we have two passwords here.
      mail_ldap_postfix_password: postfix
      mail_ldap_dovecot_password: dovecot

      # Setting uid/gid is optional, but you might have a policy on how to
      # assign UIDs and GIDs, so it is convenient to be able to change this.
      mail_user_uid: 5000
      mail_user_gid: 5000

3. There are two distinct mail services that need to access the LDAP directory -
   *Postfix* (serving as an SMTP server), and *Dovecot* (serving as an IMAP
   server). These two need their own dedicated LDAP entries on the LDAP server in
   order to log-in. Luckily, it is easy to create such entries through the options
   provided by the LDAP server role. In addition to this, the Postfix and Dovecot
   services will check if users are members of ``mail`` group in LDAP directory
   before accepting them as valid mail users. Once again, the LDAP server role
   comes with a simple option for creating groups.

   :file:`~/mysite/group_vars/communications.yml`
   ::

      # Don't forget, the passwords here must match with passwords specified
      # under options mail_ldap_postfix_password/mail_ldap_dovecot_password.
      ldap_server_consumers:
         - name: postfix
           password: postfix
         - name: dovecot
           password: dovecot

      ldap_server_groups:
         - name: mail

4. Ok, so now our SMTP and IMAP service can log-in into the LDAP server to
   look-up the mail server information. We have also defined the mail group for
   limitting which users get mail service. However, we don't have any
   user/domain information yet. So let's change that, using the ``ldap_entries``
   option from LDAP server role.

   .. warning::
      Long-term, you probably want to manage these entries manually or through
      other means than the ``ldap_entries`` option. The reason for this is
      because this type of data in LDAP directory can be considered more of an
      operational/application data than configuration data that frequently
      changes (especially the user passwords/info). Backups of LDAP directory on
      regular basis are important. We will get to that at a later point.

   :file:`~/mysite/group_vars/communications.yml`
   ::

      ldap_entries:
          # Create first a couple of user entries. Don't forget to set the
          # "mail" attribute for them.
          - dn: uid=johndoe,ou=people,dc=example,dc=com
            attributes:
              objectClass:
                - inetOrgPerson
              uid: johndoe
              cn: John Doe
              sn: Doe
              userPassword: johndoe
              mail: john.doe@example.com
          - dn: uid=janedoe,ou=people,dc=example,dc=com
            attributes:
              objectClass:
                - inetOrgPerson
              uid: janedoe
              cn: Jane Doe
              sn: Doe
              userPassword: janedoe
              mail: jane.doe@example.com

          # Now, let's add the two users to the mail group. Observe that we use
          # the "state: append" option. This is a bit of a cheat since the
          # ldap_entries option passes the provided entries directly to the
          # ldap_entry module. "state: append" will make sure we don't overwrite
          # the group, and instead add the attributes to it (in this case we add
          # the two users from above).
          - dn: cn=mail,ou=groups,dc=example,dc=com
            state: append
            attributes:
              uniqueMember:
                - uid=johndoe,ou=people,dc=example,dc=com
                - uid=janedoe,ou=people,dc=example,dc=com

          # Let's register our domain in LDAP directory.
          - dn: dc=example.com,ou=domains,ou=mail,ou=services,dc=example,dc=com
            attributes:
              objectClass: dNSDomain
              dc: "example.com"

          # Finally, for the lolz, let's also add the standard postmaster alias
          # for our domain. This one will also receive any undeliverable bounced
          # mails.
          - dn: cn=postmaster@example.com,ou=aliases,ou=mail,ou=services,dc=example,dc=com
            attributes:
              objectClass: nisMailAlias
              cn: postmaster@example.com
              rfc822MailMember: john.doe@example.com

5. Once again, before we apply the configuration, we must make sure the
   necessary TLS private keys and certificates are available. In this particular
   case, we need to set-up separate key/certificate pair for both the SMTP and
   IMAP service:

   1. Create new templates for ``certtool``:

      :file:`~/mysite/tls/comms.example.com_smtp.cfg`
      ::

         organization = "Example Inc."
         country = SE
         cn = "Exampe Inc. SMTP Server"
         expiration_days = 365
         dns_name = "comms.example.com"
         tls_www_server
         signing_key
         encryption_key

      :file:`~/mysite/tls/comms.example.com_imap.cfg`
      ::

         organization = "Example Inc."
         country = SE
         cn = "Exampe Inc. IMAP Server"
         expiration_days = 365
         dns_name = "comms.example.com"
         tls_www_server
         signing_key
         encryption_key

   2. Create the keys and certificates for SMTP/IMAP services based on the templates::

        certtool --sec-param normal --generate-privkey --outfile ~/mysite/tls/comms.example.com_smtp.key
        certtool --generate-certificate --load-ca-privkey ~/mysite/tls/ca.key --load-ca-certificate ~/mysite/tls/ca.pem --template ~/mysite/tls/comms.example.com_smtp.cfg --load-privkey ~/mysite/tls/comms.example.com_smtp.key --outfile ~/mysite/tls/comms.example.com_smtp.pem
        certtool --sec-param normal --generate-privkey --outfile ~/mysite/tls/comms.example.com_imap.key
        certtool --generate-certificate --load-ca-privkey ~/mysite/tls/ca.key --load-ca-certificate ~/mysite/tls/ca.pem --template ~/mysite/tls/comms.example.com_imap.cfg --load-privkey ~/mysite/tls/comms.example.com_imap.key --outfile ~/mysite/tls/comms.example.com_imap.pem

6. Configuration and TLS keys have ben set-up, so it is time to apply the changes::

     workon mysite && ansible-playbook playbooks/site.yml

7. If no errors have been reported, at this point you should have two mail
   accounts - ``john.doe@example.com``, with password ``johndoe``, and
   ``jane.doe@example.com``, with password ``janedoe``. In this particular
   set-up, the mail addresses are used as usernames. If you want to test it out,
   simply install ``swaks`` on your Ansible machine, and run something along the
   lines of

   ::

     swaks --to john.doe@example.com --server comms.example.com
     swaks --to jane.doe@example.com --server comms.example.com

  Of course, free feel to also test out the mail server using any mail client of
  your choice. When doing so, use port 587 for SMTP. Port 25 is reserved for
  unauthenticated server-to-server mail deliveries. TLS has also been hardened
  on port 587 to allow only TLSv1.2 and PFS ciphers (you can override TLS
  versions/ciphers via role configuration).


Setting-up mail relaying from web and backup servers
----------------------------------------------------

With the mail server set-up, the next thing to do would be to set-up the SMTP
server on web and backup servers to relay mails via the communications
server. This way we can make sure that mail that gets sent via local SMTP to
external addresses on those two servers goes through our anti-virus scanner.

1. Update the list of roles for web and backup server to include the mail
   forwarder role.

   :file:`~/mysite/playbooks/web.yml`
   ::

      ---
      - hosts: web
        remote_user: ansible
        become: yes
        roles:
          - common
          - ldap_client
          - mail_forwarder

   :file:`~/mysite/playbooks/backup.yml`
   ::

      ---
      - hosts: backup
        remote_user: ansible
        become: yes
        roles:
          - common
          - mail_forwarder

2. The next thing is to set-up the configuration for the new role. We can define
   this globally for all servers

   :file:`~/mysite/group_vars/all.yml`
   ::

      # First, let's make sure any mails directed to localhost root account get
      # forwarded to one of our mail users as well.
      local_mail_aliases:
         root: root john.doe@example.com

      # Now signal the local SMTP to relay any non-local mails via our
      # communications server. Don't forget to specify your own IP address (or
      # FQDN) here. Without this option, the SMTP would send out the mails
      # directly.
      smtp_relay_host: comms.example.com

3. Although we have told our web and backup servers to use the communications
   server as relay for non-local mail, the communications server is not aware of
   this. This would result in the communications server refusing all relay
   attempts (if not, it would be an open relay, which is bad).

   So, let's fix this a bit - we have a configuration option for the mail server
   for exactly this purpose.

   :file:`~/mysite/group_vars/communications.yml`
   ::

      # We want to allow relaying of mails from our web and backup servers
      # here.Beware the IP spoofing, though! Don't forget to change the bellow
      # IP for your server ;)
      smtp_allow_relay_from:
         - 10.32.64.20
         - 10.32.64.23

4. Let's apply the changes::

     workon mysite && ansible-playbook playbooks/site.yml

5. After this you may want to test out sending mail via web or backup server's
   local SMTP to the root user (to see if the aliasing works), and to some
   external mail address to check if forwarding works correctly too. Run some
   something similar to the following on your web server::

     swaks --to root@localhost --server localhost
     swaks --to YOUR_MAIL --server localhost

   If all went well, you should be able to see a new mail in John Doe's mailbox,
   as well as your own mailbox.


Adding XMPP server
------------------

Now that the users can communicate via mail server, we might as well add support
for some instant messaging. For this purpose, we will use the ``xmpp_server``
role.

1. Update the playbook for communications server to include the XMPP server
   role.

   :file:`~/mysite/playbooks/communications.yml`
   ::

      ---
      - hosts: communications
        remote_user: ansible
        become: yes
        roles:
          - common
          - ldap_client
          - ldap_server
          - mail_server
          - xmpp_server

2. Configure the role.

   :file:`~/mysite/group_vars/communications.yml`
   ::

      # Set one of the users to also be an XMPP administrator.
      xmpp_administrators:
         - john.doe@example.com

      # Unfortunately, XMPP can't look-up domains via LDAP, so we need to be
      # explicit here.
      xmpp_domains:
         - example.com

      # Simply point the XMPP server to base DN of LDAP server, and let it use
      # specific directory structure it expects.
      xmpp_ldap_base_dn: dc=example,dc=com

      # Password for logging-in into the LDAP directory.
      xmpp_ldap_password: prosody

      # Where the LDAP server is located at. Full-blown LDAP URIs are _not_
      # supported!
      xmpp_ldap_server: comms.example.com

3. Now, like in case of the mail server role, we need to set-up authentication
   for the XMPP service. In this particular case a single consumer is present -
   Prosody itself. We should also create the group for granting the users right
   to use the service.

   :file:`~/mysite/group_vars/communications.yml`
   ::

      # Just make sure the new entry is added for the prosody user - you can
      # leave the postfix/dovecot intact in your file if you use different
      # passwords. Keep in mind password for prosody user must match with
      # password specified under xmpp_ldap_password.
      ldap_server_consumers:
         - name: postfix
           password: postfix
         - name: dovecot
           password: dovecot
         - name: prosody
           password: prosody

      # And simply append a new group here...
      ldap_server_groups:
         - name: mail
         - name: xmpp

4. Ok, configuration of the role is almost complete. You may have noticed that
   we still haven't added any users to the new LDAP group called "xmpp". So let
   us correct this in similar way as we did for the mail server. Since we have
   the user entries already, no need to recreate them here. We will just update
   the group membership instead.

   .. warning::
      Same warning applies here as for mail server role for managing the
      user/group entries! Scroll up and re-read it if you missed it!

   :file:`~/mysite/group_vars/communications.yml`
   ::

      # Don't replace the entire ldap_entries, just append the new group
      # modification.
      ldap_entries:
          # Add the two users to the xmpp group. Observe that we use
          # the "state: append" option. This is a bit of a cheat since the
          # ldap_entries option passes the provided entries directly to the
          # ldap_entry module. "state: append" will make sure we don't overwrite
          # the group, and instead add the attributes to it (in this case we add
          # the two users).
          - dn: cn=xmpp,ou=groups,dc=example,dc=com
            state: append
            attributes:
              uniqueMember:
                - uid=johndoe,ou=people,dc=example,dc=com
                - uid=janedoe,ou=people,dc=example,dc=com

5. Do you know what comes next? Yes! Create some more TLS private keys
   and certificates, this time for our XMPP server ;)

   1. Create new template for ``certtool``:

      :file:`~/mysite/tls/comms.example.com_xmpp.cfg`
      ::

         organization = "Example Inc."
         country = SE
         cn = "Exampe Inc. XMPP Server"
         expiration_days = 365
         dns_name = "comms.example.com"
         tls_www_server
         signing_key
         encryption_key

   2. Create the keys and certificates for XMPP service based on the template::

        certtool --sec-param normal --generate-privkey --outfile ~/mysite/tls/comms.example.com_xmpp.key
        certtool --generate-certificate --load-ca-privkey ~/mysite/tls/ca.key --load-ca-certificate ~/mysite/tls/ca.pem --template ~/mysite/tls/comms.example.com_xmpp.cfg --load-privkey ~/mysite/tls/comms.example.com_xmpp.key --outfile ~/mysite/tls/comms.example.com_xmpp.pem

6. Apply the changes::

     workon mysite && ansible-playbook playbooks/site.yml

7. If no errors have been reported, at this point you should have two users
   capable of using the XMPP service - one with username
   ``john.doe@example.com`` and one with username ``jane.doe@example.com``. Same
   passwords are used as for when you were creating the two users for mail
   server. For testing you can turn to your favourite XMPP client (I don't know
   of any quick CLI-based tools to test the XMPP server functionality,
   unfortunately, but you could try using `mcabber <https://mcabber.com/>`_).


Taking a step back - preparing for web server
---------------------------------------------

Up until now the usage instructions have dealt almost exclusively with the
communications server. That is, we haven't done anything beyond the basic set-up
of the other servers.

Let us first define what we want to deploy on the web server. Here is the plan:

1. First off, we will set-up the web server. This will be necessary no matter
   what web application we decide to deploy later on.

2. Next, we will set-up a database server. Why? Well, most web applications
   need to use some sort of database to store all the data, so we might as well
   try to take that one out of the way.

3. With this basic deployment for a web server in place, we can move on to
   setting-up a couple of web applications. For the purpose of the usage
   instructions, we will deploy the following two:

   1. `The Bug Genie <http://thebuggenie.org/>`_ - an issue tracker. To keep
      things simple, we will not integrate it with our LDAP server (although
      this is supported and possible). Being written in PHP, this will
      demonstrate the role for PHP web application deployment.

   2. `Django Wiki <https://github.com/django-wiki/django-wiki>`_ - a wiki
      application written in Django. This will serve as a demo of how the WSGI
      role works.

It should be noted that the web application deployment roles are a bit more
complex - namely they are not meant to be used directly, but instead as a
dependency for a custom role. They do come with decent amount of batteries
included, and also play nice with the web server role.

As mentioned before, all roles will enforce TLS by default. The web server roles
will additionaly implement HSTS policy by sending connecting clients
``Strict-Transport-Security`` header with value set to ``max-age=31536000;
includeSubDomains`` (if you disable enforcement of TLS, the header will not be
sent).

With all the above noted, let us finally move on to the next step.


Setting-up the web server
-------------------------

Finally we are moving on to the web server deployment, and we shell start
with... Well, erm, web server deployment! To be more precise, we will set-up
Nginx.

1. Update the playbook for web server to include the web server role.


    :file:`~/mysite/playbooks/web.yml`
    ::

      ---
      - hosts: web
        remote_user: ansible
        become: yes
        roles:
          - common
          - ldap_client
          - mail_forwarder
          - web_server

2. You know the drill, role configuration comes up next. Actually... The web
   server role parameters are all optional, and they default to some ok-ish
   values. But let us spicen up things a bit nevertheless. No configuration has
   been deployed before for the web server, so we will be creating a new file.

   :file:`~/mysite/group_vars/web.yml`
   ::

      ---

      web_default_title: "Welcome to default page!"
      web_default_message: "Nothing to see here, move along..."

3. The only thing left now is to create the TLS private key/certificate pair
   that should be used for default virtual host.

   1. Create new template for ``certtool``:

      :file:`~/mysite/tls/www.example.com_https.cfg`
      ::

         organization = "Example Inc."
         country = SE
         cn = "Exampe Inc. Web Server"
         expiration_days = 365
         dns_name = "www.example.com"
         tls_www_server
         signing_key
         encryption_key

   2. Create the keys and certificates for default web server virtual host based
      on the template::

        certtool --sec-param normal --generate-privkey --outfile ~/mysite/tls/www.example.com_https.key
        certtool --generate-certificate --load-ca-privkey ~/mysite/tls/ca.key --load-ca-certificate ~/mysite/tls/ca.pem --template ~/mysite/tls/www.example.com_https.cfg --load-privkey ~/mysite/tls/www.example.com_https.key --outfile ~/mysite/tls/www.example.com_https.pem

4. Apply the changes::

     workon mysite && ansible-playbook playbooks/site.yml

5. If no errors have been reported, at this point you should have a default web
   page available and visible at https://www.example.com/ . By default plaintext
   connections are disabled, and trying to visit http://www.example.com/ should
   simply redirect you to the HTTPS address. Feel free to try it out with some
   browser. Keep in mind you will get a warning about the untrusted certificate!


Adding the database server
--------------------------

Since both of the web applications we want to deploy need a database, we will
proceed to set-up the database server role on the web server itself. *Majic
Ansible Roles* in particular come with a role that will deploy MariaDB database
server.

1. Update the playbook for web server to include the database server role.


    :file:`~/mysite/playbooks/web.yml`
    ::

      ---
      - hosts: web
        remote_user: ansible
        become: yes
        roles:
          - common
          - ldap_client
          - mail_forwarder
          - web_server
          - database_server

2. Now let's configure the role. This is rather simplistic, since we only need
   to set the database server root (admin) password.

   :file:`~/mysite/group_vars/web.yml`
   ::

      db_root_password: root

3. No TLS support has been implemented for this role (yet), so simply apply the
   changes::

     workon mysite && ansible-playbook playbooks/site.yml

4. If no errors have been reported, you should have a database server up and
   running on the web server. You should be able to log-in using password
   ``root`` by running the following command on the web server itself::

     mysql -uroot -p

   Of course, no database has been created for either of the web applications,
   but we will get to that one later (there is a dedicated ``database`` role
   which can be combined with web app roles for this purpose).


Deploying a PHP web application (The Bug Genie)
-----------------------------------------------

We have some basic infrastructure up and running now on our web server, so we
shall move on to setting-up a PHP web application on it. As mentioned before, we
will take *The Bug Genie* as an example.

For this we will create a local role in our site to take care of it. This role
will in turn utilise two roles coming from *Majic Ansible Roles* that will make
our life (a little) easier.

To make the example a bit simpler, no parameters will be introducd for this role
(not even the password for database, we'll hard-code everything).

Before we start, here is a couple of useful pointers regarding the
``php_website`` role we'll be using for the PHP part:

* The role is designed to execute every application via dedicated user and
  group. The user/group name is automatically derived from the FQDN of website,
  for example ``web-tbg_example_com``.
* While running the application, application user's umask is set to ``0007``
  (letting the administrator user be able to manage any files created while the
  application is running).
* An administrative user is created as well, and this user should be used when
  running maintenance and installation commands. Similar to application user,
  the name is also derived from the FQDN of website, for example
  ``admin-tbg_example_com``. Administrative user does not have a dedicated
  group, and instead belongs to same group as the application user.
* PHP applications are executed via FastCGI, using the ``php5-fpm`` package.
* If you ever need to set some additional PHP FPM settings, this can easily be
  done via the ``additional_fpm_config`` role parameter. This particular example
  does not set any, though.
* Mails deliverd to local admin/application users are forwarded to ``root``
  account instead (this can be configured via ``website_mail_recipients`` role
  parameter.
* If you ever find yourself mixing-up test and production websites, have a look
  at ``environment_indicator`` role parameter. It lets you insert small strip at
  bottom of each HTML page automatically.
* Static content (non-PHP) is served directly by *Nginx*.
* Each web application gets distinct sub-directory under ``/var/www``, named
  after the FQDN. All sub-directories created under there are created with
  ``2750`` permissions, with ownership set to admin user, and group set to the
  application's group. In other words, all directories will have ``SGID`` bit
  set-up, allowing you to create files/directories that will have their group
  automatically set to the group of the parent directory.
* Files are served (both by *Nginx* and *php5-fpm*) from sub-directory called
  ``htdocs`` (located in website directory). For example
  ``/var/www/tbg.example.com/htdocs/``. Normally, this can be a symlink to some
  other sub-directory within the website directory (useful for having multiple
  versions for easier downgrades etc).
* Combination of admin user membership in application group, ``SGID``
  permission, and the way ownership of sub-directories is set-up usually means
  that the administrator will be capable of managing application files, and
  application can be granted write permissions to a *minimum* of necessary
  files.

  .. warning::
     Just keep in mind that some file-management commands, like ``mv``, do *not*
     respect the ``SGID`` bit. In fact, I would recommend using ``cp`` when you
     deploy new files to the directory instead (don't simply move them from your
     home).

1. Start-off with creating the necessary directories for the new role::

     mkdir -p ~/mysite/roles/tbg/{tasks,meta,files}/

2. Let's set-up role dependencies, reusing some common roles to make our life
   easier.

   :file:`~/mysite/roles/tbg/meta/main.yml`
   ::

      ---

      dependencies:
         # Ok, so this role helps us set-up Nginx virtual host for serving our
         # app.
         - role: php_website
           # Our virtual host will for PHP website will respond to this name.
           fqdn: tbg.example.com
           # Some additional packages are required in order to deploy and use TBG.
           packages:
              - php5-gd
              - php5-curl
              - git
              - php5-mysql
              - expect
           # Set-up URL rewriting. This is based on public/.htaccess file from
           # TBG.
           php_rewrite_urls:
              - ^(.*)$ /index.php?url=$1
           # We don't necessarily need this, but in case you have a policy on
           # uid/gid usage, this is useful. Take note that below value is used
           # for both the dedicated uid and gid for application user.
           uid: 2000
           admin_uid: 3000
         # And this role sets up a new dedicated database for our web
         # application.
         - role: database
           # This is both the database name, _and_ name of the database user
           # that will be granted full privileges on the database.
           db_name: tbg
           # This will be the password of our user 'tbg' for accessing the
           # database. Take note the user can only login from localhost.
           db_password: tbg

3. Now for my favourite part again - creating private keys and certificates!
   Why?  Because the ``php_website`` role requires a private key/certificate
   pair to be deployed. So... Moving on:

   1. Create new template for ``certtool``:

      :file:`~/mysite/tls/tbg.example.com_https.cfg`
      ::

         organization = "Example Inc."
         country = SE
         cn = "Exampe Inc. Issue Tracker"
         expiration_days = 365
         dns_name = "tbg.example.com"
         tls_www_server
         signing_key
         encryption_key

   2. Create the keys and certificates for the application::

        certtool --sec-param normal --generate-privkey --outfile ~/mysite/tls/tbg.example.com_https.key
        certtool --generate-certificate --load-ca-privkey ~/mysite/tls/ca.key --load-ca-certificate ~/mysite/tls/ca.pem --template ~/mysite/tls/tbg.example.com_https.cfg --load-privkey ~/mysite/tls/tbg.example.com_https.key --outfile ~/mysite/tls/tbg.example.com_https.pem

4. Time to get our hands a bit more dirty... Up until now we didn't have to write
   custom tasks, but at this point we need to.

   :file:`~/mysite/roles/tbg/tasks/main.yml`
   ::

      ---

      - name: Define TBG version
        set_fact: tbg_version=4.1.0

      - name: Download the TBG archive
        get_url: url=https://github.com/thebuggenie/thebuggenie/archive/v{{ tbg_version }}.tar.gz
                 dest="/var/www/tbg.example.com/thebuggenie-{{ tbg_version }}.tar.gz"
                 sha256sum=0fd0a680ba281adc97d5d2c720e63b995225c99716a36eca6a198b8a5ebf8057
        become: yes
        become_user: admin-tbg_example_com

      - name: Download Composer
        get_url: url=https://getcomposer.org/download/1.0.0-alpha10/composer.phar
                 dest="/usr/local/bin/composer"
                 sha256sum=9f2c7d0364bc743bcde9cfe1fe84749e5ac38c46d47cf42966ce499135fd4628
                 owner=root group=root mode=755

      - name: Unpack TBG
        unarchive: src="/var/www/tbg.example.com/thebuggenie-{{ tbg_version }}.tar.gz"
                   dest="/var/www/tbg.example.com/" copy=no
                   creates="/var/www/tbg.example.com/thebuggenie-{{ tbg_version }}"
        become: yes
        become_user: admin-tbg_example_com

      - name: Create TBG cache directory
        file: path="/var/www/tbg.example.com/thebuggenie-{{ tbg_version }}/cache" state=directory mode=2770
        become: yes
        become_user: admin-tbg_example_com

      - name: Set-up the necessary write permissions for TBG directories
        file: path="{{ item }}" mode=g+w
        with_items:
           - /var/www/tbg.example.com/thebuggenie-{{ tbg_version }}/
           - /var/www/tbg.example.com/thebuggenie-{{ tbg_version }}/public/
           - /var/www/tbg.example.com/thebuggenie-{{ tbg_version }}/core/config/

      - name: Create symbolic link to TBG application
        file: src="/var/www/tbg.example.com/thebuggenie-{{ tbg_version }}/public"
              path="/var/www/tbg.example.com/htdocs"
              state=link
              owner="admin-tbg_example_com" group="web-tbg_example_com" mode=2750
        become: yes
        become_user: admin-tbg_example_com

      - name: Install TBG dependencies
        composer: command=install working_dir="/var/www/tbg.example.com/thebuggenie-{{ tbg_version }}"
        become: yes
        become_user: admin-tbg_example_com

      - name: Deploy database configuration file for TBG
        copy: src="b2db.yml" dest="/var/www/tbg.example.com/thebuggenie-{{ tbg_version }}/core/config/b2db.yml"
              mode=640 owner=admin-tbg_example_com group=web-tbg_example_com

      - name: Deploy expect script for installing TBG
        copy: src="tbg_expect_install" dest="/var/www/tbg.example.com/tbg_expect_install" mode=750
        become: yes
        become_user: admin-tbg_example_com

      - name: Run TBG installer via expect script
        command: /var/www/tbg.example.com/tbg_expect_install
                 chdir=/var/www/tbg.example.com/thebuggenie-{{ tbg_version }} 
                 creates=/var/www/tbg.example.com/thebuggenie-{{ tbg_version }}/installed
        become: yes
        become_user: admin-tbg_example_com

5. Set-up the files that are deployed by our role.

   :file:`~/mysite/roles/tbg/files/b2db.yml`
   ::

      b2db:
          username: "tbg"
          password: "tbg"
          dsn: "mysql:host=localhost;dbname=tbg"
          tableprefix: ''
          cacheclass: '\thebuggenie\core\framework\Cache'

   :file:`~/mysite/roles/tbg/files/tbg_expect_install`
   ::

      #!/usr/bin/expect

      spawn ./tbg_cli install --accept_license=yes --url_subdir=/ --use_existing_db_info=yes --enable_all_modules=yes --setup_htaccess=yes

      expect "Press ENTER to continue with the installation: "
      send "\r"
      expect "Press ENTER to continue: "
      send "\r"
      interact

6. And... Let's add the new role to our web server.

   :file:`~/mysite/playbooks/web.yml`
   ::

      ---
      - hosts: web
        remote_user: ansible
        become: yes
        roles:
          - common
          - ldap_client
          - mail_forwarder
          - web_server
          - database_server
          - tbg

7. Apply the changes::

     workon mysite && ansible-playbook playbooks/site.yml

8. At this point *The Bug Genie* has been installed, and you should be able to
   open the URL https://tbg.example.com/ (if you open http://tbg.example.com/ ,
   you will be redirected to the HTTPS URL) and log-in into *The Bug Genie*
   with username ``administrator`` and password ``admin``.


Deploying a WSGI application (Django Wiki)
------------------------------------------

Next thing up will be to deploy a WSGI Python application.

Similar to the PHP application deployment, we will use a couple of roles to make
it easier to deploy it in a standardised manner, and we will not have any kind
of parameters for configuring the role to keep things simple.

Most of the notes on how a ``php_website`` role is deployed also stand for the
``wsgi_website`` role, but we will reiterate and clarify them a bit just to be
on the safe side:

* The role is designed to execute every application via dedicated user and
  group. The user/group name is automatically derived from the FQDN of website,
  for example ``web-wiki_example_com``.
* While running the application, application user's umask is set to ``0007``
  (letting the administrator user be able to manage any files created while the
  application is running).
* An administrative user is created as well, and this user should be used when
  running maintenance and installation commands. Similar to application user,
  the name is also derived from the FQDN of website, for example
  ``admin-wiki_example_com``. Administrative user does not have a dedicated
  group, and instead belongs to same group as the application user. As
  convenience, whenever you switch to this user the Python virtual environment
  will be automatically activated for you.
* WSGI applications are executed via *Gunicorn*. The WSGI server listens on a
  Unix socket, making the socket accessible by *Nginx*.
* If you ever need to set some environment variables, this can easily be done
  via the ``environment_variables`` role parameter. This particular example does
  not set any, though.
* You can also specify headers to be passed on via Nginx ``proxy_set_header``
  directive to Gunicorn running the application.
* Mails deliverd to local admin/application users are forwarded to ``root``
  account instead (this can be configured via ``website_mail_recipients`` role
  parameter.
* If you ever find yourself mixing-up test and production websites, have a look
  at ``environment_indicator`` role parameter. It lets you insert small strip at
  bottom of each HTML page automatically.
* Static content is served directly by *Nginx*.
* Each web application gets distinct sub-directory under ``/var/www``, named
  after the FQDN. All sub-directories created under there are created with
  ``2750`` permissions, with ownership set to admin user, and group set to the
  application's group. In other words, all directories will have ``SGID`` bit
  set-up, allowing you to create files/directories that will have their group
  automatically set to the group of the parent directory.
* Each WSGI website gets a dedicated virtual environment, stored in the
  sub-directory ``virtualenv`` of the website directory, for example
  ``/var/www/wiki.example.com/virtualenv``.
* Static files are served from sub-directory ``htdocs`` in the website
  directory, for example ``/var/www/wiki.example.com/htdocs/``.
* The base directory where your website/application code should be at is
  expected to be in sub-directory ``code`` in the website directory, for example
  ``/var/www/wiki.example.com/code/``.
* Combination of admin user membership in application group, ``SGID``
  permission, and the way ownership of sub-directories is set-up usually means
  that the administrator will be capable of managing application files, and
  application can be granted write permissions to a *minimum* of necessary
  files.

  .. warning::
     Just keep in mind that some file-management commands, like ``mv``, do *not*
     respect the ``SGID`` bit. In fact, I would recommend using ``cp`` when you
     deploy new files to the directory instead (don't simply move them from your
     home).

1. Set-up the necessary directories first::

     mkdir -p ~/mysite/roles/wiki/{tasks,meta,files}/

2. Set-up some role dependencies, reusing the common role infrastructure.

   :file:`~/mysite/roles/wiki/meta/main.yml`
   ::

      ---

      dependencies:
         - role: wsgi_website
           fqdn: wiki.example.com
           # In many cases you need to have some development packages available
           # in order to build Python packages installed via pip
           packages:
              - build-essential
              - python-dev
              - libjpeg-dev
              - libzip-dev
              - libtiff-dev
              - libfreetype6-dev
              - liblcms2-dev
              - libwebp-dev
              - libopenjpeg-dev
              - libmariadb-client-lgpl-dev
              - libmariadb-client-lgpl-dev-compat
           # Here we specify that anything accessing our website with "/static/"
           # URL should be treated as request to a static file, to be served
           # directly by Nginx instead of the WSGI server.
           static_locations:
              - /static/
           # Again, not mandatory, but it is good to have some sort of policy
           # for assigning UIDs.
           uid: 2001
           admin_uid: 3001
           # These are additional packages that should be installed in the
           # virtual environment.
           virtualenv_packages:
             - pillow
             - django==1.8.13
             - wiki
             - MySQL-python
           # This is the name of the WSGI application to
           # serve. wiki_example_com.wsgi will be the Python "module" that is
           # accesed, while application is the object instantiated within it (the
           # application itself). The module is referenced relative to the code
           # directory (in our case /var/www/wiki.example.com/code/).
           wsgi_application: wiki_example_com.wsgi:application
         - role: database
           db_name: wiki
           db_password: wiki

3. Let's create a dedicated private key/certificate pair for the wiki website:

   1. Create new template for ``certtool``:

      :file:`~/mysite/tls/wiki.example.com_https.cfg`
      ::

         organization = "Example Inc."
         country = SE
         cn = "Exampe Inc. Wiki"
         expiration_days = 365
         dns_name = "wiki.example.com"
         tls_www_server
         signing_key
         encryption_key

   2. Create the keys and certificates for the application::

        certtool --sec-param normal --generate-privkey --outfile ~/mysite/tls/wiki.example.com_https.key
        certtool --generate-certificate --load-ca-privkey ~/mysite/tls/ca.key --load-ca-certificate ~/mysite/tls/ca.pem --template ~/mysite/tls/wiki.example.com_https.cfg --load-privkey ~/mysite/tls/wiki.example.com_https.key --outfile ~/mysite/tls/wiki.example.com_https.pem

4. At this point we have exhausted what we can do with the built-in roles. Time
   to add some custom tasks.

   :file:`~/mysite/roles/wiki/tasks/main.yml`
   ::

      ---

      - name: Create Django project directory
        file: dest="/var/www/wiki.example.com/code" state=directory
              owner=admin-wiki_example_com group=web-wiki_example_com
              mode=2750

      - name: Start Django project for the Wiki website
        command: /var/www/wiki.example.com/virtualenv/bin/exec django-admin.py startproject wiki_example_com /var/www/wiki.example.com/code
                 chdir=/var/www/wiki.example.com
                 creates=/var/www/wiki.example.com/code/wiki_example_com
        become: yes
        become_user: admin-wiki_example_com

      - name: Deploy settings for wiki website
        copy: src="{{ item }}" dest="/var/www/wiki.example.com/code/wiki_example_com/{{ item }}"
              mode=640 owner=admin group=web-wiki_example_com
        with_items:
           - settings.py
           - urls.py
        notify:
           - Restart website wiki.example.com

      - name: Deploy project database and deploy static files
        django_manage: command="{{ item }}"
                       app_path="/var/www/wiki.example.com/code/"
                       virtualenv="/var/www/wiki.example.com/virtualenv/"
        become: yes
        become_user: admin-wiki_example_com
        with_items:
           - syncdb
           - migrate
           - collectstatic

      - name: Deploy the superadmin creation script
        copy: src="create_superadmin.py" dest="/var/www/wiki.example.com/code/create_superadmin.py"
              owner=admin-wiki_example_com group=web-wiki_example_com mode=750

      - name: Create initial superuser
        command: /var/www/wiki.example.com/virtualenv/bin/exec ./create_superadmin.py
                 chdir=/var/www/wiki.example.com/code/
        become: yes
        become_user: admin-wiki_example_com
        register: wiki_superuser
        changed_when: wiki_superuser.stdout == "Created superuser."

5. There is a couple of files that we are deploying through the above
   tasks. Let's create them as well.

   :file:`~/mysite/roles/wiki/files/settings.py`
   ::

      """
      Django settings for wiki_example_com project.

      For more information on this file, see
      https://docs.djangoproject.com/en/1.6/topics/settings/

      For the full list of settings and their values, see
      https://docs.djangoproject.com/en/1.6/ref/settings/
      """

      # Build paths inside the project like this: os.path.join(BASE_DIR, ...)
      import os
      BASE_DIR = os.path.dirname(os.path.dirname(__file__))


      # Quick-start development settings - unsuitable for production
      # See https://docs.djangoproject.com/en/1.6/howto/deployment/checklist/

      # SECURITY WARNING: keep the secret key used in production secret!
      SECRET_KEY = 'l^q+t$7h$ebls)v34+w9m9v4$n+^(9guxqntu&#cc4m&lfd-6_'

      # SECURITY WARNING: don't run with debug turned on in production!
      DEBUG = False

      TEMPLATE_DEBUG = False

      ALLOWED_HOSTS = ["wiki.example.com", "localhost"]


      # Application definition

      INSTALLED_APPS = (
          'django.contrib.admin',
          'django.contrib.auth',
          'django.contrib.contenttypes',
          'django.contrib.sessions',
          'django.contrib.messages',
          'django.contrib.staticfiles',
          'django.contrib.sites',
          'django.contrib.humanize',
          'django_nyt',
          'mptt',
          'sekizai',
          'sorl.thumbnail',
          'wiki',
          'wiki.plugins.attachments',
          'wiki.plugins.notifications',
          'wiki.plugins.images',
          'wiki.plugins.macros',
      )

      MIDDLEWARE_CLASSES = (
          'django.contrib.sessions.middleware.SessionMiddleware',
          'django.middleware.common.CommonMiddleware',
          'django.middleware.csrf.CsrfViewMiddleware',
          'django.contrib.auth.middleware.AuthenticationMiddleware',
          'django.contrib.messages.middleware.MessageMiddleware',
          'django.middleware.clickjacking.XFrameOptionsMiddleware',
      )

      ROOT_URLCONF = 'wiki_example_com.urls'

      WSGI_APPLICATION = 'wiki_example_com.wsgi.application'


      # Database
      # https://docs.djangoproject.com/en/1.6/ref/settings/#databases

      DATABASES = {
          'default': {
              'ENGINE': 'django.db.backends.mysql',
              'NAME': 'wiki',
              'USER': 'wiki',
              'PASSWORD': 'wiki',
              'HOST': '127.0.0.1',
              'PORT': '3306',
          }
      }

      # Internationalization
      # https://docs.djangoproject.com/en/1.6/topics/i18n/

      LANGUAGE_CODE = 'en-us'

      TIME_ZONE = 'Europe/Stockholm'

      USE_I18N = True

      USE_L10N = True

      USE_TZ = True


      # Static files (CSS, JavaScript, Images)
      # https://docs.djangoproject.com/en/1.6/howto/static-files/

      STATIC_URL = '/static/'

      STATIC_ROOT = '/var/www/wiki.example.com/htdocs/static'

      from django.conf import settings

      TEMPLATE_CONTEXT_PROCESSORS = settings.TEMPLATE_CONTEXT_PROCESSORS + (
          "django.core.context_processors.debug",
          "django.core.context_processors.request",
          "sekizai.context_processors.sekizai",
      )

      SITE_ID=1

   :file:`~/mysite/roles/wiki/files/urls.py`
   ::

      from django.conf.urls import patterns, include, url
      from wiki.urls import get_pattern as get_wiki_pattern
      from django_nyt.urls import get_pattern as get_nyt_pattern

      from django.contrib import admin
      admin.autodiscover()

      urlpatterns = patterns('',
          # Examples:
          # url(r'^$', 'wiki_example_com.views.home', name='home'),
          # url(r'^blog/', include('blog.urls')),

          url(r'^admin/', include(admin.site.urls)),
      )

      urlpatterns += patterns('',
          (r'^notifications/', get_nyt_pattern()),
          (r'', get_wiki_pattern())
      )

   :file:`~/mysite/roles/wiki/files/create_superadmin.py`
   ::

      #!/usr/bin/env python

      import os
      from django import setup
      os.environ['DJANGO_SETTINGS_MODULE']='wiki_example_com.settings'
      setup()
      from django.conf import settings
      from django.contrib.auth.models import User

      User.objects.all()
      if len(User.objects.filter(username="admin")) == 0:
          User.objects.create_superuser('admin', 'john.doe@example.com', 'admin')
          print("Created superuser.")

6. Time to add the new role to our web server.

   :file:`~/mysite/playbooks/web.yml`
   ::

      ---
      - hosts: web
        remote_user: ansible
        become: yes
        roles:
          - common
          - ldap_client
          - mail_forwarder
          - web_server
          - database_server
          - tbg
          - wiki

7. Apply the changes:

   .. warning::

      Due to `Debian Bug 766996
      <https://bugs.debian.org/cgi-bin/bugreport.cgi?bug=766996>`_ Majic Ansible
      Roles try to detect if you install ``libmariadb-client-lgpl-dev-compat``
      package, and create symbolic link from ``/usr/local/bin/mysql_config`` to
      ``/usr/bin/mariadb_config`` automatically. Otherwise the MySQL-python
      package will fail to build due to missing ``mysql_config`` binary.

   ::

     workon mysite && ansible-playbook playbooks/site.yml

8. At this point Django Wiki has been installed, and you should be able to open
   the URL https://wiki.example.com/ (if you open http://wiki.example.com/ , you
   will be redirected to the HTTPS URL) and log-in into *Django Wiki* with
   username ``admin`` and password ``admin``.


Backups, backups, backups!
--------------------------

As it is well known, everyone has backups of their important data. Right?
Riiiiight?

There are three Ansible roles that implement backup functionality -
``backup_server``, ``backup_client``, and ``backup``. Backup is based around the
use of `Duplicity <http://duplicity.nongnu.org/>`_ and its convenience wrapper,
`Duply <http://duply.net>`_. Due to this selection, it should be noted that the
backup clients are the ones making connection to the backup server (not the
other way around).

Backups are encrypted and signed using GnuPG before being stored on the backup
server. Private key used for encryption and signing is therefore stored on the
client side. This key should not be encrypted in order to allow for unattended
backups.

Although not necessary, it is highly recommended to have separation between
different backup clients and the keys used for encryption and
signing. I.e. stick to a separate encryption/signing key for each backup
client. It should be noted that it is also possible to specify additional
*public* keys to encrypt with. This lets you have a backup decryptable with some
other, "master" key.

The backups are transferred to the backup server via SFTP - the
``backup_server`` role sets-up a dedicated OpenSSH server instance that limits
the connecting clients to a SFTP chroot.

All backups are stored within directory ``/srv/backups`` (on the backup
server). Within this directory, every client server has a dedicated
sub-directory, and within this sub-directory another sub-directory called
``duplicity``, where the actual *Duplicity* backups are stored. So, for example,
the directory where backups for ``www.example.com`` are stored at would be
``/srv/backups/www.example.com/duplicity``.

When backups are configured, they are set-up to be running every morning at
02:00. Before the backup run it is possible to run a preparation task, and a lot
of roles do this in order to create database dumps etc.


Setting-up the backup server
----------------------------

With the overview of backups out of the way, it is time to set-up the backup
server itself first. This is a farily simple task to perform, so let's get
straight to it:

1. Update the playbook for backup server to include the backup server role.

   :file:`~/mysite/playbooks/backup.yml`
   ::

      ---
      - hosts: backup
        remote_user: ansible
        become: yes
        roles:
          - common
          - mail_forwarder
          - backup_server

2. There is just one mandatory parameter for the role - OpenSSH server keys to
   be used for backup-dedicated instance:

   :file:`~/mysite/group_vars/backup.yml`
   ::

      ---

      backup_host_ssh_private_keys:
        dsa: "{{ lookup('file', inventory_dir + '/ssh/bak_dsa_key') }}"
        rsa: "{{ lookup('file', inventory_dir + '/ssh/bak_rsa_key') }}"
        ed25519: "{{ lookup('file', inventory_dir + '/ssh/bak_ed25519_key') }}"
        ecdsa: "{{ lookup('file', inventory_dir + '/ssh/bak_ecdsa_key') }}"

3. Since we have decided to specify the keys above through file lookup, the
   above-listed keys now need to be generated::

     ssh-keygen -f ~/mysite/ssh/bak_dsa_key -N '' -t dsa
     ssh-keygen -f ~/mysite/ssh/bak_rsa_key -N '' -t rsa
     ssh-keygen -f ~/mysite/ssh/bak_ed25519_key -N '' -t ed25519
     ssh-keygen -f ~/mysite/ssh/bak_ecdsa_key -N '' -t ecdsa


Adding backup clients
---------------------

Well, that was all nice and dandy, but it does look like something is
missing... Ah, we haven't really configured any backup clients, right?
Surprisingly enough, specifying backup clients is optional, but that won't get
you far.

Luckily for you, all relevant *Majic Ansible Roles* are *backup-aware*. In other
words, all the roles have been implemented with support for doing back-ups - it
is just that by default this functionality is disabled (since you might be
relying on some other schema to back things up - LVM snapshots or what-not).

All that is needed is to enable the backups for each role, and provide some
extra variables required by the ``backup_client`` role.

For this a set of GnuPG private keys are necessary. These need to be provided as
ASCII-armoured GnuPG-exported files. For simplicity sake, this example documents
use of GnuPG keyring in conjunction with Ansible's ``pipe`` lookup.

So, back to the business:

1. Update the backup server configuration - each client needs to be explicitly
   registered:

   :file:`~/mysite/group_vars/backup.yml`
   ::

      backup_clients:
        - server: comms.example.com
          public_key: "{{ lookup('file', inventory_dir + '/ssh/comms.example.com.pub') }}"
          ip: 10.32.64.19
        - server: www.example.com
          public_key: "{{ lookup('file', inventory_dir + '/ssh/www.example.com.pub') }}"
          ip: 10.32.64.20
        # Ah, this is a bit interesting - we can back-up the backup server
        # itself! Don't worry, though, this is mainly so the logs and home
        # directories are preserved, so it won't take too much space ;)
        - server: bak.example.com
          public_key: "{{ lookup('file', inventory_dir + '/ssh/bak.example.com.pub') }}"
          ip: 127.0.0.1

2. And now to configure backup clients for all servers:

   :file:`~/mysite/group_vars/all.yml`
   ::

      enable_backup: yes
      backup_encryption_key: "{{ lookup('pipe', 'gpg2 --homedir ~/mysite/gnupg/ --armour --export-secret-keys ' + ansible_fqdn ) }}"
      backup_server: bak.example.com
      backup_server_host_ssh_public_keys:
        - "{{ lookup('file', inventory_dir + '/ssh/bak_dsa_key.pub') }}"
        - "{{ lookup('file', inventory_dir + '/ssh/bak_rsa_key.pub') }}"
        - "{{ lookup('file', inventory_dir + '/ssh/bak_ed25519_key.pub') }}"
        - "{{ lookup('file', inventory_dir + '/ssh/bak_ecdsa_key.pub') }}"
      backup_ssh_key: "{{ lookup('file', inventory_dir + '/ssh/' + ansible_fqdn) }}"

3. So, looking at the configuration up there, there is a couple of file lookups
   for getting the variable values, as well as one pipe lookup for fetching the
   encryption keys. For start, let's create the SSH private keys used for client
   log-ins to backup server::

     ssh-keygen -f ~/mysite/ssh/comms.example.com -N ''
     ssh-keygen -f ~/mysite/ssh/www.example.com -N ''
     ssh-keygen -f ~/mysite/ssh/bak.example.com -N ''

4. Next off, a GnuPG keyring needs to be populated with private keys that will
   be used for backup encryption and signing. In total, we need three keys, one
   for each server. The keys should not be encrypted, and they should be named
   after the respective server's FQDN. For simplicity sake, here is a nice
   copy-pastable batch version for doing so:

   .. note:: Key generation requires a lot of entropy. If you are running this
             command on a VM, you may want to ``apt-get install haveged`` to
             speed this up. Please do read up on haveged if deploying to a real
             system, though! Don't trust it blindly!

   ::

     chmod 700 ~/mysite/gnupg
     cat << EOF | gpg2 --homedir ~/mysite/gnupg --batch --gen-key
     Key-Type:RSA
     Key-Length:1024
     Name-Real:comms.example.com
     Expire-Date:0
     %commit

     Key-Type:RSA
     Key-Length:1024
     Name-Real:www.example.com
     Expire-Date:0
     %commit

     Key-Type:RSA
     Key-Length:1024
     Name-Real:bak.example.com
     Expire-Date:0
     %commit
     EOF

5. And... Apply::

     workon mysite && ansible-playbook playbooks/site.yml

6. At this point the backup roles have been set-up everywhere, and the backups
   will be running every day at 02:00 in the morning. Of course, you may want to
   test out a backup yourself immediatelly by running the following command on
   servers::

     duply main backup

   .. note:: For more information on available commands and how to work with
             backup tool, please have look at `Official Duply Pages
             <http://duply.net/>`_.


Adding backup support to custom roles
-------------------------------------

As mentioned before, all of the supplied roles coming with *Majic Ansible Roles*
include backup support. What gets backed-up depends on the role implementation
(see role reference for details). What about backup support for custom roles?
This is something that has to be done by hand. However, it is quite simple to do
so.

Backup integration will be demonstrated with the previously implemented
``tbg`` role.

*The Bug Genie* stores most of its data in database, but thanks to the
``database`` role its backup is already handled for us. As a side-note, just
before every backup run the database is dumped and stored in location
``/srv/backup/tbg.sql``. That file is subsequently backed-up via *Duply* run.

What is not backed-up for us, though, are the files uploaded to *The Bug
Genie*. So let's fix that one.

1. Add the ``backup`` role to list of dependencies. Take note that while the
   ``backup_client`` role deals with basic set-up of backup client and its
   configuration, the ``backup`` role is used to define what should be
   backed-up. It is important to define unique filename for the backup patterns
   file. Take into account that you can use pretty much any globbing pattern
   supported by Duplicity.

   .. warning::

      Make sure the addition is properly aligned in the yaml file to previous
      role dependency definitions.

   :file:`~/mysite/roles/tbg/meta/main.yml`
   ::

        - role: backup
          when: enable_backup
          backup_patterns_filename: "tbg"
          backup_patterns:
            - "/var/www/tbg.example.com/files"

2. Apply the changes::

     workon mysite && ansible-playbook playbooks/site.yml

3. Now rerun the backup on server ``www.example.com`` (as root). If you haven't
   uploaded any files, you may want to do so before testing to make sure
   something is backed-up.

   ::

     duply main backup

4. Verify that the files have been backed-up:

   ::

      duply main list

.. note:: If you wanted to run a script prior to backup run, you would simply
          deploy a shell script with desired content to
          ``/etc/duply/main/pre.d/``. Just make sure the permissions for it are
          ok (it has to be executable by the root user).


Dealing with failures
---------------------

While the roles have been designed to be fairly robust, it should be taken into
account that certain handlers are used to bring the system into consistent
state. These handlers are mostly the ones dealing with service restarts, but
there are also a couple of handlers that take care of transforming certain data
into the required formats, import of files etc.

This means that failure to successfully execute such handlers could result in
inconsistent state on the server. Think of service configuration files being
updated, yet the service itself is not restarted and therefore continues to run
with the old configuration.

Handler execution failure can depend on a couple of things, including the loss
of SSH connectivity to managed machine, or some kind of unusual time-out during
handler execution.

To help handle this situation, Majic Ansible Roles all come with a special way
to invoke the handlers explicitly. Each role will include handlers as tasks,
provided that a special variable (``handlers``) is passed in to playbook run. To
make the run shorter, the handlers in such a run are also tagged with
``handlers``. This doubling of environment variable + tagging stems from current
limitations of Ansible (it is not possible to specify that certain task should
be run only if a tag is specified, therefore an additional variable has to be
used).

Handlers alone can be invoked specifically with command similar to::

  ansible-playbook -t handlers -e handlers=true playbooks/site.yml

The ``handlers`` variable is treated as boolean, and by default it is not set.


Checking for available package upgrades
---------------------------------------

One of the more annoying chores when you maintain your own infrastructure is
making sure everything is up-to-date. And this has to be done - both in order to
ensure for problem-free experience for users (yourself included), and for making
sure there are no security vulnerabilities that could be exploited by a (random)
adversary.

*Majic Ansible Roles* try to keep you covered on this front as well. As part of
regular deployment, the ``common`` role will deploy and configure ``apticron`` -
a nifty little script that runs on hourly basis and checks if any of your
system-provided packages are outdated.

If ``apticron`` detects an outdated package, it will output this information to
standard output, which will result in the cron daemon sending out an e-mail to
the local root account. These mails can be further directed towards other mail
accounts via aliases (easily achieveable if you use either the
``mail_forwarder`` or ``mail_server`` roles).

No packages will be upgraded automatically - ensuring you can make sure upgrades
occur correctly and do not cause major outage without anyone being present to
fix them.

Another useful package you may want to look into is ``needrestart`` - which runs
as a hook during the upgrade process to detect any processes that seem to be
running with outdated libraries, allowing you to restart them as well. This
package is *not* installed by the ``common`` role out-of-the-box, but you can
easily do so by updating the ``common_packages`` setting.

In addition to system packages, the ``common`` role makes it easy to check if
any of the pip requirements files are outdated as well. It should be noted,
though, that this check does *not* verify the Python virtual environments
themselves.

This is primarily useful when you use `pip-tools
<https://github.com/jazzband/pip-tools>`_ for maintaining the requirements
files. In fact, I would both encourage you to utilise ``pip-tools`` for both
this purpose and for keeping the virtual environment in sync and up-to-date.

Roles that want to take advantage of this would:

- Create a sub-directory under ``/etc/pip_check_requirements_upgrades/``.
  ``/etc/pip_check_requirements_upgrades/FQDN``.
- Deploy ``.in`` and ``.txt`` files within the sub-directory (see ``pip-tools``
  docs for explanation of how the ``.in`` files work).
- Ensure the created sub-directory and files have ownership set to
  ``root:pipreqcheck``.

.. note::
   If you are using the ``wsgi_website`` role as dependency, simply set-up the
   ``wsgi_requirements`` parameter, and then deploy the ``.in`` and ``.txt``
   file into directory ``/etc/pip_check_requirements_upgrades/FQDN`` (this
   directory is automatically created when ``wsgi_requirements`` is specified).


Where to go next?
-----------------

Well, those were some rather lengthy usage instructions, but hopefuly they are
useful. Things you might want to check-out next:

* :ref:`rolereference`
* :ref:`testsite`
* Finally, if it tickles your interest, have a look at role implementations
  themselves.