Changeset - bce03e4d9e85
[Not reviewed]
0 1 0
Branko Majic (branko) - 5 years ago 2021-01-18 22:33:44
branko@majic.rs
MAR-151: Fix The Bug Genie backup example in usage instructions:

- Properly set-up the directory where files are uplaoded.
- Update instructions to mention what needs to be done in order to
upload some files in The Bug Genie.
1 file changed with 24 insertions and 3 deletions:
0 comments (0 inline, 0 general)
docs/usage.rst
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.. _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 following the instructions, you will have the following:
 

	
 
* Ansible server, used as controller for configuring and managing the
 
  remaining servers.
 
* Communications server, providing the LDAP, mail, and XMPP services.
 
* Web server, providing the web services.
 
* Backup server, used for storing all of the backups.
 

	
 
.. warning::
 
   Majic Ansible Roles support *only* Python 3 - both on the
 
   controller side and on the managed servers side.
 

	
 
   It is important to make sure that both the controller Python
 
   virtual environment used for Ansible *and* the interpreter for
 
   remote servers are *both* set-up to use Python 3.
 

	
 
   Python 3 is specified explicitly during virtual environment
 
   creation and in ``ansible.cfg`` configuration file
 
   (``interpreter_python`` option under ``defaults`` section).
 

	
 

	
 

	
 
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 Buster 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 Buster will be installed on top of this server as part of the
 
  usage instructions.
 
* Debian Buster 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 python3-pip python3-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 -p /usr/bin/python3 -a ~/mysite/ mysite
 
     pip install -U pip setuptools
 
     pip install 'ansible~=2.9.0' 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 https://code.majic.rs/majic-ansible-roles ~/majic-ansible-roles
 

	
 
2. Checkout the correct version of the roles::
 

	
 
     cd ~/majic-ansible-roles/
 
     git checkout -b 5.0-dev 5.0-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.
 

	
 
   .. warning::
 
      Since Ansible 2.x has introduced much stricter controls over security of
 
      deployed Python scripts, it is recommended (as in this example) to use the
 
      ``pipelining`` option (which should also improve performance). This is in
 
      particular necessary in cases where the SSH user connecting to remote
 
      machine is *not* ``root``, but there are tasks that use ``become`` with
 
      non-root ``become_user`` (which is the case in Majic Ansible Roles). See
 
      `official documentation
 
      <https://docs.ansible.com/ansible/latest/become.html#becoming-an-unprivileged-user>`_
 
      and other alternatives to this.
 

	
 
   :file:`~/mysite/ansible.cfg`
 

	
 
   ::
 

	
 
     [defaults]
 

	
 
     roles_path=/home/ansible/majic-ansible-roles/roles:/home/ansible/mysite/roles
 
     force_handlers = True
 
     inventory = /home/ansible/mysite/hosts
 
     interpreter_python = /usr/bin/python3
 

	
 
     [ssh_connection]
 
     pipelining = True
 

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

	
 
     mkdir ~/mysite/retry
 

	
 
3. Create the inventory 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, X.509 artefacts (for TLS), and GnuPG keyring
 
   (we'll get to this later)::
 

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

	
 
5. 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 ''
 

	
 

	
 
Protecting communications using TLS
 
-----------------------------------
 

	
 
In order to protect the communications between users and servers, as
 
well as between servers themselves, it is important to set-up and
 
properly configure TLS for each role.
 

	
 
*Majic Ansible Roles* mandates use of TLS 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. The private keys and certificates are primarily meant to be
 
generated *per service*, and that is the approach we will pursue here
 
as well.
 

	
 
TLS private keys should be ideally generated locally and kept in a
 
safe environment (possibly encrypted until needed), while the X.509
 
certificates should be issued by a relevant certification
 
authority. You can choose to roll-out your own CA, use one of the
 
public CAs, or perhaps go for a mix of both.
 

	
 
For the purpose of this guide, we'll set-up a small simple local CA to
 
issue all the necessary certificates, and we'll generate the private
 
keys and issue server certificates on the go as needed, storing them
 
all under the ``~/mysite/tls/`` directory.
 

	
 
So, let us make a slight detour to create a CA of our own:
 

	
 
1. First off, install a couple more tools on the Ansible server. We
 
   will be using ``certtool`` for our improvised CA needs (run this as
 
   ``root``)::
 

	
 
     apt-get install -y gnutls-bin
 

	
 
2. Create a template for the ``certtool`` so it would know what
 
   extensions and content to have in the CA certificate:
 

	
 
   :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
 

	
 
3. Almost there... Now let us generate the CA private key and
 
   self-signed certificate::
 

	
 
     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
 

	
 
4. And just one more small tweak - we need to provide a truststore PEM
 
   file containing all CA certificates in the chain for services to be
 
   able to connect to each-other (where necessary). 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``::
 

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

	
 
.. note::
 
   A useful feature that all 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 failing 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.
 

	
 

	
 
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 created on the Ansible controller, and then supplied
 
to Debian installer.
 

	
 
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. Now we need to configure the role. Two parameters are mandatory -
 
   one that specifies where the preseed files are to be stored, and
 
   one that specifies the public key that should be used to
 
   pre-populate the SSH authorized keys for the ``root`` account. This
 
   is required for the initial bootstrap of servers because Debian
 
   GNU/Linux does not by default allow the ``root`` user to
 
   authenticate via SSH using a password. We will use the SSH public
 
   key generated earlier via the ``ssh-keygen`` command. Create the
 
   configuration file:
 

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

	
 
   ::
 

	
 
      ---
 

	
 
      # Public key used to authenticate remote logins via SSH for the
 
      # root account.
 
      ansible_key: "{{ lookup('file', '~/.ssh/id_rsa.pub') }}"
 
      # Directory where the preseed files will be output to.
 
      preseed_directory: "~/mysite/preseed_files/"
 

	
 
3. Now we can generate the pressed files::
 

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

	
 
4. 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`
 

	
 
5. 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. Update the preseed configuration file:
 

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

	
 
   ::
 

	
 
      ---
 

	
 
      # Public key used to authenticate remote logins via SSH for the
 
      # root account.
 
      ansible_key: "{{ lookup('file', '~/.ssh/id_rsa.pub') }}"
 
      # Directory where the preseed files will be output to.
 
      preseed_directory: "~/mysite/preseed_files/"
 

	
 
      # 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
 

	
 
6. Now re-run the preseed playbook::
 

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

	
 
7. 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 instructions
 
<https://www.debian.org/releases/buster/amd64/apb.en.html>`_ 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/
 
  python3 -m http.server 8000
 

	
 
Then you can point installer to the preseed file selecting the
 
``Advanced options -> Automated install`` (don't press ``ENTER`` yet),
 
then pressing ``TAB``, and appending the following at the end (just
 
fill-in the correct hostname - ``comms``, ``www``, or ``bak``)::
 

	
 
  url=http://ansible.example.com:8000/HOSTNAME.example.com.cfg
 

	
 

	
 
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). Since this role is applied against all
 
   servers, we will use the same value everywhere. Configure the role:
 

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

	
 
   ::
 

	
 
      ---
 

	
 
      ansible_key: "{{ lookup('file', '~/.ssh/id_rsa.pub') }}"
 

	
 
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 the
 
   ``root`` account anymore. You will be able to ssh into the machines
 
   using the ``ansible`` user (from the Ansible server). The
 
   ``ansible`` user will also be granted ability to run the ``sudo``
 
   commands without providing password.
 

	
 
7. Now 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.
 

	
 
.. note::
 
   Should you ever need to limit what hosts can connect to a server
 
   for some kind of maintenance or upgrade purposes, the ``common``
 
   role comes with ``maintenance`` and ``maintenance_allowed_hosts``
 
   parameters. See :ref:`rolereference` for more information.
 

	
 
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`
 
   ::
 

	
 
      ---
 

	
 
      - import_playbook: preseed.yml
 
      - import_playbook: communications.yml
 
      - import_playbook: web.yml
 
      - import_playbook: 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`
 
   ::
 

	
 
      ---
 

	
 
      ansible_key: "{{ lookup('file', '~/.ssh/id_rsa.pub') }}"
 

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

	
 
      common_packages:
 
        - emacs25-nox
 

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

	
 
   .. note::
 
      The ``common`` role comes with ability to set-up time
 
      synchronisation using NTP. This is not done by default. For
 
      details see the role parameter ``ntp_servers``.
 

	
 
   .. note::
 
      The ``ca_certificates`` parameter lets us deploy custom CA
 
      certificates on servers. The name we pick (in this case
 
      ``truststore``) can be set to anything. In this particular case,
 
      we want to deploy our own CA certificate for use as truststore,
 
      since this is what the services will use to validate server
 
      certificates when connecting to each-other.
 

	
 
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 of
 
   the ``ansible`` user on controller machine. The ``admin`` user's
 
   password has also been set to ``admin``, and the user will be
 
   member of ``sudo`` group.
 

	
 
   .. note::
 
      Remote logins over SSH using password authentication are
 
      explicitly disabled as part of common set-up/hardening.
 

	
 

	
 
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. The
 
   ``ldap_server_domain`` parameter will be used to form the base DN
 
   of the LDAP directory (resulting in ``dc=example,dc=com``).
 

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

	
 
      ---
 

	
 
      ldap_admin_password: admin
 

	
 
      ldap_server_domain: example.com
 
      ldap_server_organization: "Example Inc."
 
      ldap_server_tls_certificate: "{{ lookup('file', '~/mysite/tls/comms.example.com_ldap.pem') }}"
 
      ldap_server_tls_key: "{{ lookup('file', '~/mysite/tls/comms.example.com_ldap.key') }}"
 

	
 
4. Phew. That was... Well, actually, easy :) Technically, only the
 
   LDAP admin password, domain, and TLS certificate/key *must* be set,
 
   but it is nice to have organisation explicitly specified as well
 
   (instead of using whatever Debian picks as default). Let us add the
 
   LDAP client configuration next. We will start off with global LDAP
 
   client configuration. In case of the LDAP client role, we have 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 the LDAP server via unix socket
 
   instead of TCP.
 

	
 
   :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... Ah, right, we have to generate the TLS private
 
   key and issue the X.509 certificate.
 

	
 
   1. Create template for the ``certtool`` so it would know what
 
      extensions and content to have in the certificate:
 

	
 
      :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
 

	
 
   2. Almost there... Now let us generate the key and issue the certificate::
 

	
 
        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
 

	
 
7. And now, for the finishing touch, just 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).
 

	
 
.. note::
 
   Should you ever need to deploy the forwarder role on a laptop or
 
   machine behind NAT, make sure to look at the
 
   ``smtp_from_relay_allowed`` parameter. In case you need to connect
 
   to the SMTP relay via non-standard port (for example to work-around
 
   ISP blocks), have a look at the ``smtp_relay_host_port`` parameter.
 

	
 
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
 

	
 
      # Set private keys and certificates to use for the IMAP service.
 
      imap_tls_certificate: "{{ lookup('file', '~/mysite/tls/comms.example.com_imap.pem') }}"
 
      imap_tls_key: "{{ lookup('file', '~/mysite/tls/comms.example.com_imap.key') }}"
 

	
 
      # Set private keys and certificates to use for the SMTP service.
 
      smtp_tls_certificate: "{{ lookup('file', '~/mysite/tls/comms.example.com_smtp.pem') }}"
 
      smtp_tls_key: "{{ lookup('file', '~/mysite/tls/comms.example.com_smtp.key') }}"
 

	
 
      # Set the X.509 certificate truststore to use for validating the
 
      # LDAP server certificate.
 
      mail_ldap_tls_truststore: "{{ lookup('file', '~/mysite/tls/truststore.pem') }}"
 

	
 
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
 

	
 
        # 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. Let's add the two users to the mail group (otherwise, the mail
 
   server will ignore them). We'll use the ``ldap_attr`` module
 
   directly to make our life a bit easier::
 

	
 
     workon mysite && ansible --become -m ldap_attr -a "dn=cn=mail,ou=groups,dc=example,dc=com state=present name=uniqueMember values=uid=johndoe,ou=people,dc=example,dc=com" communications
 
     workon mysite && ansible --become -m ldap_attr -a "dn=cn=mail,ou=groups,dc=example,dc=com state=present name=uniqueMember values=uid=janedoe,ou=people,dc=example,dc=com" communications
 

	
 
8. 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.
 

	
 
  If you face issues with ISPs or hotels blocking the two ports listed above,
 
  you can also use alternative ports 26 (redirected to port 587) and 27
 
  (redirected to port 25).
 

	
 
  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). TLS
 
  configuration on port 25 has been left unchanged for maximum
 
  interoperability with other servers.
 

	
 

	
 
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`
 
   ::
 

	
 
      # Define what X.509 certificates should be used for validating
 
      # the certificate of server we are relaying the mails through.
 
      smtp_relay_truststore: "{{ lookup('file', '~/mysite/tls/truststore.pem') }}"
 

	
 
      # 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
 
   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 the TLS private key and certificate.
 
      xmpp_tls_certificate: "{{ lookup('file', '~/mysite/tls/comms.example.com_xmpp.pem') }}"
 
      xmpp_tls_key: "{{ lookup('file', '~/mysite/tls/comms.example.com_xmpp.key') }}"
 

	
 
      # 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. 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 = "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
 

	
 
5. Apply the changes::
 

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

	
 
6. Ok, configuration of the role is 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!
 

	
 
   ::
 

	
 
      workon mysite && ansible --become -m ldap_attr -a "dn=cn=xmpp,ou=groups,dc=example,dc=com state=present name=uniqueMember values=uid=johndoe,ou=people,dc=example,dc=com" communications
 
      workon mysite && ansible --become -m ldap_attr -a "dn=cn=xmpp,ou=groups,dc=example,dc=com state=present name=uniqueMember values=uid=janedoe,ou=people,dc=example,dc=com" communications
 

	
 

	
 
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``.
 

	
 
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. No
 
   configuration has been deployed before for the web server, so we
 
   will be creating a new file. Only the TLS parameters are really
 
   necessary, but we'll spice things up a bit by setting custom title
 
   and message for default virtual host.
 

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

	
 
      ---
 

	
 
      default_https_tls_certificate: "{{ lookup('file', '~/mysite/tls/www.example.com_https.pem') }}"
 
      default_https_tls_key: "{{ lookup('file', '~/mysite/tls/www.example.com_https.key') }}"
 

	
 
      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.
 

	
 
.. note::
 
   The ``database_server`` role will set-up unix socket authentication
 
   for the database ``root`` user. I.e. the ``root`` database user
 
   will have no password set, but authentication will pass only when
 
   logging-in as the operating system ``root`` user while connecting
 
   over database server unix socket.
 

	
 
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. This particular role has no parameters, and no additional steps are
 
   necessary to configure it. So move along...
 

	
 
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 as ``root``
 
   operating system user by running the following command on the web
 
   server itself::
 

	
 
     mysql
 

	
 
   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 on our web server, so
 
now we can 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 introduced
 
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 *PHP-FPM*.
 
* 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 delivered 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 with environment information at bottom of each
 
  HTML page served by the web server.
 
* 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
 
  ``02750`` 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, 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 *PHP-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 directory).
 

	
 
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
 
          # TLS key and certificate to use for the virtual host.
 
          https_tls_certificate: "{{ lookup('file', '~/mysite/tls/tbg.example.com_https.pem') }}"
 
          https_tls_key: "{{ lookup('file', '~/mysite/tls/tbg.example.com_https.key') }}"
 
          # Some additional packages are required in order to deploy and use TBG.
 
          packages:
 
            - php-gd
 
            - php-curl
 
            - php-mbstring
 
            - php-xml
 
            - git
 
            - php-mysql
 
            - php-apcu
 
            - php-zip
 
          # 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: "4.3.1"
 
          tbg_archive_checksum: "45de72b1ef82142ad46686577d593375ba370156df4367d17386b4e26a37f342"
 

	
 
      - 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: "{{ tbg_archive_checksum }}"
 
        become: yes
 
        become_user: admin-tbg_example_com
 

	
 
      - name: Download Composer
 
        get_url:
 
          url: "https://getcomposer.org/download/1.10.19/composer.phar"
 
          dest: "/usr/local/bin/composer"
 
          sha256sum: "688bf8f868643b420dded326614fcdf969572ac8ad7fbbb92c28a631157d39e8"
 
          owner: root
 
          group: root
 
          mode: 0755
 

	
 
      - 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: Allow use of lib-pcre version 10 (since PHP is built against it in Debian Buster)
 
        lineinfile:
 
          dest: "/var/www/tbg.example.com/thebuggenie-{{ tbg_version }}/{{ item }}"
 
          state: present
 
          regexp: '.*"lib-pcre".*'
 
          line: '        "lib-pcre": ">=8.0",'
 
        with_items:
 
          - "composer.json"
 
          - "composer.lock"
 

	
 
      - name: Create directory for storing uploaded files
 
        file:
 
          path: "/var/www/tbg.example.com/files"
 
          state: directory
 
          mode: 02770
 
        become: yes
 
        become_user: admin-tbg_example_com
 

	
 
      - name: Create symlink towards directory where uploaded files are stored
 
        file:
 
          src: "/var/www/tbg.example.com/files"
 
          dest: "/var/www/tbg.example.com/thebuggenie-{{ tbg_version }}/files"
 
          state: link
 
        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: 02770
 
        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"
 
        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: 0640
 
          owner: admin-tbg_example_com
 
          group: web-tbg_example_com
 

	
 
      - name: Install pexpect package
 
        apt:
 
          name: python3-pexpect
 
          state: present
 

	
 
      - name: Deploy expect script for installing TBG
 
        copy:
 
          src: "tbg_expect_install"
 
          dest: "/var/www/tbg.example.com/tbg_expect_install"
 
          mode: 0750
 
          owner: admin-tbg_example_com
 
          group: web-tbg_example_com
 

	
 
      - name: Run TBG installer via expect script
 
        command: /var/www/tbg.example.com/tbg_expect_install
 
        args:
 
          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/env python3
 

	
 
      import pexpect
 

	
 
      # Spawn the process.
 
      install_process = pexpect.spawnu('./tbg_cli', args = ["install",
 
                                                                        "--accept_license=yes",
 
                                                                        "--url_subdir=/",
 
                                                                        "--use_existing_db_info=yes",
 
                                                                        "--enable_all_modules=no",
 
                                                                        "--setup_htaccess=yes"])
 

	
 
      # If we get EOF, we probably already installed application, and ran
 
      # into error at the end since no patterns matched.
 
      try:
 
          # First confirmation.
 
          install_process.expect(u'Press ENTER to continue with the installation: ', timeout=5)
 
          install_process.sendline(u'')
 
          # Second confirmation.
 
          install_process.expect(u'Press ENTER to continue: ', timeout=5)
 
          install_process.sendline(u'')
 

	
 
          # Wait for application to finish.
 
          install_process.expect(pexpect.EOF, timeout=60)
 

	
 
      except pexpect.EOF as e:
 
          pass
 

	
 
      # Close application.
 
      install_process.close()
 

	
 
      # Print text output.
 
      print(install_process.before)
 

	
 
      # Return same exit code like child process.
 
      exit(install_process.exitstatus)
 

	
 
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/ 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 with environment information at bottom of each
 
  HTML page served by the web server.
 
* 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, 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 directory).
 

	
 
1. Set-up the necessary directories first::
 

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

	
 
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
 
          # TLS key and certificate to use for the virtual host.
 
          https_tls_certificate: "{{ lookup('file', '~/mysite/tls/wiki.example.com_https.pem') }}"
 
          https_tls_key: "{{ lookup('file', '~/mysite/tls/wiki.example.com_https.key') }}"
 
          # In many cases you need to have some development packages available
 
          # in order to build Python packages installed via pip
 
          packages:
 
            - build-essential
 
            - python3-dev
 
            - libjpeg62-turbo
 
            - libjpeg-dev
 
            - libpng16-16
 
            - libpng-dev
 
            - libmariadb-dev
 
            - libmariadb-dev-compat
 
          # Specify that Python 3 should be used for the application
 
          python_version: 3
 
          # 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:
 
            - django~=2.2.0
 
            - wiki~=0.5.0
 
            - mysqlclient
 
          # 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
 
          # Specify explicitly requirements for installing Gunicorn.
 
          wsgi_requirements:
 
            - gunicorn==20.0.4
 
          wsgi_requirements_in:
 
            - gunicorn
 
        - 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: 02750
 

	
 
      - 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"
 
        args:
 
          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: 0640
 
          owner: admin
 
          group: web-wiki_example_com
 
        with_items:
 
          - settings.py
 
          - urls.py
 
        notify:
 
          - Restart wiki
 

	
 
      - 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:
 
          - 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: 0750
 

	
 
      - name: Create initial superuser
 
        command: "/var/www/wiki.example.com/virtualenv/bin/exec ./create_superadmin.py"
 
        args:
 
          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.'"
 

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

	
 
      ---
 

	
 
      - name: Restart wiki
 
        service:
 
          name: wiki.example.com
 
          state: restarted
 

	
 
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/2.2/topics/settings/
 

	
 
      For the full list of settings and their values, see
 
      https://docs.djangoproject.com/en/2.2/ref/settings/
 
      """
 

	
 
      import os
 

	
 
      from django.urls import reverse_lazy
 

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

	
 
      # Quick-start development settings - unsuitable for production
 
      # See https://docs.djangoproject.com/en/2.2/howto/deployment/checklist/
 

	
 
      # SECURITY WARNING: keep the secret key used in production secret!
 
      SECRET_KEY = '8rok13az%bqtb=ya&s9sia_x*@@rhd9a%g=!6nh4tb!g14rlt^'
 

	
 
      # SECURITY WARNING: don't run with debug turned on in production!
 
      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.apps.SitesConfig',
 
          'django.contrib.humanize.apps.HumanizeConfig',
 
          'django_nyt.apps.DjangoNytConfig',
 
          'mptt',
 
          'sekizai',
 
          'sorl.thumbnail',
 
          'wiki.apps.WikiConfig',
 
          'wiki.plugins.attachments.apps.AttachmentsConfig',
 
          'wiki.plugins.notifications.apps.NotificationsConfig',
 
          'wiki.plugins.images.apps.ImagesConfig',
 
          'wiki.plugins.macros.apps.MacrosConfig',
 
      ]
 

	
 
      MIDDLEWARE = [
 
          'django.middleware.security.SecurityMiddleware',
 
          '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'
 

	
 
      TEMPLATES = [
 
          {
 
              'BACKEND': 'django.template.backends.django.DjangoTemplates',
 
              'DIRS': [],
 
              'APP_DIRS': True,
 
              'OPTIONS': {
 
                  'context_processors': [
 
                      'django.contrib.auth.context_processors.auth',
 
                      'django.template.context_processors.debug',
 
                      'django.template.context_processors.i18n',
 
                      'django.template.context_processors.media',
 
                      'django.template.context_processors.request',
 
                      'django.template.context_processors.static',
 
                      'django.template.context_processors.tz',
 
                      'django.contrib.messages.context_processors.messages',
 
                      "sekizai.context_processors.sekizai",
 
                  ],
 
              },
 
          },
 
      ]
 

	
 
      WSGI_APPLICATION = 'wiki_example_com.wsgi.application'
 

	
 

	
 
      # Database
 
      # https://docs.djangoproject.com/en/2.2/ref/settings/#databases
 

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

	
 
      # Password validation
 
      # https://docs.djangoproject.com/en/2.2/ref/settings/#auth-password-validators
 

	
 
      AUTH_PASSWORD_VALIDATORS = [
 
          {
 
              'NAME': 'django.contrib.auth.password_validation.UserAttributeSimilarityValidator',
 
          },
 
          {
 
              'NAME': 'django.contrib.auth.password_validation.MinimumLengthValidator',
 
          },
 
          {
 
              'NAME': 'django.contrib.auth.password_validation.CommonPasswordValidator',
 
          },
 
          {
 
              'NAME': 'django.contrib.auth.password_validation.NumericPasswordValidator',
 
          },
 
      ]
 

	
 

	
 
      # Internationalization
 
      # https://docs.djangoproject.com/en/2.2/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/2.2/howto/static-files/
 

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

	
 
      SITE_ID = 1
 

	
 
      LOGIN_REDIRECT_URL = reverse_lazy('wiki:get', kwargs={'path': ''})
 

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

	
 
      from django.contrib import admin
 
      from django.urls import path, include
 

	
 
      urlpatterns = [
 
          path('admin/', admin.site.urls),
 
          path('notifications/', include('django_nyt.urls')),
 
          path('', include('wiki.urls'))
 
      ]
 

	
 

	
 
   :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:
 

	
 
   ::
 

	
 
     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/ 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:
 
        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_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:
 

	
 
   .. warning::
 
      By default Ansible's file lookup plugin will strip newlines and
 
      spaces from the end of the file. This is a problem when
 
      deploying the RSA ssh keys, since if there is no newline after
 
      the ``-----END OPENSSH PRIVATE KEY-----`` delimeter, ssh client
 
      will report error about the format of the key file being
 
      invalid. Therefore the example below explicitly disables
 
      stripping newline from the end of the file.
 

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

	
 
      enable_backup: yes
 
      backup_encryption_key: "{{ lookup('pipe', 'gpg --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_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, rstrip=False) }}"
 

	
 
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
 
     pkill gpg-agent
 
     gpg --homedir ~/mysite/gnupg --batch --generate-key << EOF
 
     Key-Type:RSA
 
     Key-Length:1024
 
     Name-Real:comms.example.com
 
     Expire-Date:0
 
     %no-protection
 
     %commit
 

	
 
     Key-Type:RSA
 
     Key-Length:1024
 
     Name-Real:www.example.com
 
     Expire-Date:0
 
     %no-protection
 
     %commit
 

	
 
     Key-Type:RSA
 
     Key-Length:1024
 
     Name-Real:bak.example.com
 
     Expire-Date:0
 
     %no-protection
 
     %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`
 

	
 
   .. Small workaround for Sphinx not preserving leading spaces in
 
      case all lines have the same amount of leading spaces.
 

	
 
   .. code-block:: none
 
      :name: sphinx_workaround
 

	
 
        - 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.
 
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. This will require
 
   enabling file uploads in `The Bug Genie settings
 
   <https://tbg.example.com/configure/files>`_, creating a test
 
   project, and then adding a new project release (via project's
 
   release center). While creating a new project release, it is
 
   possible to upload a release file.
 

	
 
   ::
 

	
 
     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 (``run_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 run_handlers=true playbooks/site.yml
 

	
 
The ``run_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
 
work 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 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/`` (for Python 2
 
  applications) or ``/etc/pip_check_requirements_upgrades-py3/`` (for
 
  Python 3 applications).
 
- 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.
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