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Peter McGowan - Mastering CloudForms Automation: An Essential Guide for Cloud Administrators

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Peter McGowan Mastering CloudForms Automation: An Essential Guide for Cloud Administrators
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Mastering CloudForms Automation: An Essential Guide for Cloud Administrators: summary, description and annotation

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Learn how to work with the Automate feature of CloudForms, the powerful Red Hat cloud management platform that lets you administer your virtual infrastructure, including hybrid public and private clouds. This practical hands-on introduction shows you how to increase your operational efficiency by automating day-to-day tasks that now require manual input.

Throughout the book, author Peter McGowan provides a combination of theoretical information and practical coding examples to help you learn the Automate object model. With this CloudForms feature, you can create auto-scalable cloud applications, eliminate manual decisions and operations when provisioning virtual machines and cloud instances, and manage your complete virtual machine lifecycle.

In six parts, this book helps you:

  • Learn the objects and concepts for developing automation scripts with CloudForms Automate
  • Customize the steps and workflows involved in provisioning virtual machines
  • Create and use service catalogs, items, dialogs, objects, bundles, and hierarchies
  • Use CloudForms updated workflow to retire and delete virtual machines and services
  • Orchestrate and coordinate with external services as part of a workflow
  • Explore distributed automation processing as well as argument passing and handling

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Mastering CloudForms Automation by Peter McGowan Copyright 2016 Red Hat Inc - photo 1
Mastering CloudForms Automation

by Peter McGowan

Copyright 2016 Red Hat, Inc. All rights reserved.

Printed in the United States of America.

Published by OReilly Media, Inc. , 1005 Gravenstein Highway North, Sebastopol, CA 95472.

OReilly books may be purchased for educational, business, or sales promotional use. Online editions are also available for most titles (http://safaribooksonline.com). For more information, contact our corporate/institutional sales department: 800-998-9938 or corporate@oreilly.com .

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  • July 2016: First Edition
Revision History for the First Edition
  • 2016-06-21: First Release

See http://oreilly.com/catalog/errata.csp?isbn=9781491957226 for release details.

The OReilly logo is a registered trademark of OReilly Media, Inc. Mastering CloudForms Automation, the cover image, and related trade dress are trademarks of OReilly Media, Inc.

While the publisher and the author have used good faith efforts to ensure that the information and instructions contained in this work are accurate, the publisher and the author disclaim all responsibility for errors or omissions, including without limitation responsibility for damages resulting from the use of or reliance on this work. Use of the information and instructions contained in this work is at your own risk. If any code samples or other technology this work contains or describes is subject to open source licenses or the intellectual property rights of others, it is your responsibility to ensure that your use thereof complies with such licenses and/or rights.

978-1-4919-5722-6

[LSI]

Preface

Red Hat CloudForms is a powerful cloud management platform that allows us to efficiently manage our virtual infrastructure and Infrastructure as a Service (IaaS) clouds. Part of this efficient management involves automating many of the day-to-day tasks that would otherwise require manual involvement, or time-consuming and possibly error-prone repetitive steps.

This book is an introduction and how-to guide to working with the Automate feature of Red Hat CloudForms.

CloudForms Automate simplifies our lives and increases our operational efficiency. It allows us to do such things as:

  • Eliminate many of the manual decisions and operations involved in provisioning virtual machines and cloud instances.

  • Load-balance our virtual machines across our virtual infrastructure to match our organizations way of working, be it logical (e.g., cost center, department), operational (e.g., infrastructure lifecycle environment), or categorical (e.g., server role or virtual machine characteristic).

  • Create service catalogs to allow our users to provision virtual machines from a single Order button.

  • Create autoscalable cloud applications in which new virtual machines are dynamically provisioned on demand.

  • Manage our complete virtual machine lifecycle.

  • Integrate our virtual machine provisioning workflow with the wider enterprisefor example, automatically registering new virtual machines with a Red Hat Satellite server.

  • Implement intelligent virtual machine retirement workflows that de-allocate resources such as IP addresses and unregister from directory services.

A Brief Word on Terminology

This book refers to Automate as the CloudForms capability or product feature, and automation as the thing that Automate allows us to do. The Automation Engine allows us to create intelligent automation workflows and run automation scripts written in Ruby.

Who Should Read This Book?

This book will appeal to cloud or virtualization administrators who are interested in automating parts of their virtual infrastructure or cloud computing environment. Although its primarily aimed at those with some familiarity with Red Hat CloudForms, many of the concepts and terms, such as orchestration and automation workflows, will be easily understood even to those unfamiliar with the product.

Automate can be one of the more challenging aspects of CloudForms to master. The practitioner requires an unusual blend of skills: a familiarity with traditional infrastructure concepts such as virtual machines, hypervisors, and tenant networks, but also a flair for scripting in Ruby and mastery of a programming object model. There is no black magic, however, and all of the skills can be learned if we are shown the way.

The book assumes a reasonable level of competence with the Ruby language on the part of the reader. There are many good online Ruby tutorials available, including Codecademys Learn to program in Ruby.

The book also presumes a comfortable level of working experience and familiarity with the Web User Interface (WebUI) features of CloudForms, particularly Insight, Control, tagging, and provisioning VMs via the Lifecycle Provision VMs entry point. Many of these features will be automated as we follow the examples in the book, and so an understanding of why tagging is useful (for example) is helpful.

Note

CloudForms is a web application, so interaction is predominantly via the browser-based WebUI. We only use a command-line terminal when we initially configure a CloudForms appliance, or when troubleshooting or examining logfiles.

Why I Wrote This Book

I was fortunate in having two of the early masters of CloudForms Automate, John Hardy and Brad Ascar from Red Hat, teach me the fundamentals of automation. They opened my eyes to the possibilities and whetted my appetite to learn more. This book is an attempt to pass on that knowledge, supplemented with my real-world experience as an architect at Red Hat, so that others can use this really powerful feature of the product.

Ive tried to structure the book around the periodic revelations that Ive had while learning CloudForms Automate, the if only Id known that weeks ago moments. In places, this includes some deep code examination and theory, and in-depth logfile analysis, but hopefully this will help the readers understanding process (it did for me). I also try to illustrate the theory with code snippets and examples.

Versions and Releases

Although the descriptions and screenshots in this book are taken from Red Hat CloudForms 3.2 and 4.0, most of the content also applies to the ManageIQ Botvinnik and Capablanca releases. CloudForms 4.0 (ManageIQ Capablanca) is the latest release at the time of writing.

Navigating This Book

The book is divided into six parts.

, sets the scene and describes the capabilities of CloudForms as a cloud management product.

, takes us on a tour of the objects that we work with when we use the Automate capabilities of CloudForms.

, introduces us to writing automation scripts in Ruby, with a simple Hello, World! example.

, shows how we can use our instances schema to store and retrieve variables.

, demonstrates how to work with an Automation Engine virtual machine object, and how to run an automation script from a custom button in the WebUI.

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