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Posts Tagged ‘database server’

Apache on the Cloud – The things you should know

    LAMP forms the base of most web applications.  As the load on an server increases, the bottlenecks in the underlying infrastructure become more apparent in the form of slow response to user requests.

     To overcome this slow response  the primary choice of most people is to add more hardware resources ( incase of AWS increasing the instance type). This will definitely  increases performance but will cost you more money.  The webserver and database eat most of the resources. Most commonly used web server is apache and database is MySQL. So if we can optimize these two we can improve the performance.

   Apache optimization techniques can often provide significant acceleration boosts  even when other acceleration techniques are in use, such as a CDN.  mod_pagespeed is a module from Google for Apache HTTP Servers that can improve the page load times of your website. you can read more on this from here.  If you want to deploy a PHP app on AWS Cloud, Its better to using some kind of caching mechanism.  Its already discussed in our blog .

      Once we came into a situation where we have to use a micro instance for a web server with less than 500 hits a day

      When the site started running live, and we feel like disappointed. when accessing website, it would sometimes pause for several seconds before serving the requested page. It took  hours to figure out what was going on. finally we run the command top and quickly discovered that when the site was accessing by certain amount of users the CPU would spike, but the spike was not the typical user or system CPU. For testing what’s happening in  server we used the apache benchmark tool ‘ab’ and run the following command on  localhost.

                                             #ab -n 100 -c 10 http://mywebserver.com/

      This will show  how fast our web server can handle 100 requests, with a maximum of 10 requests running concurrently. In the meantime we were monitoring the output of top command on web server.

     For further investigation we started with  sar – Linux command to  Collect, report, or save system activity information

  #sar 1

      According to amazon documentation “Micro instances (t1.micro) provide a small amount of consistent CPU resources and allow you to increase CPU capacity in short bursts when additional cycles are available”.

       If you use 100% CPU for more than a few minutes, Amazon will “steal” CPU time from the instance, meaning that they throttle your instance.  This last  as long as five minutes, and then you get a few seconds of 100% again, then the restrictions are back.  This will effect your website, making it slow, and even timing-out requests. basically means the physical hardware is busy and the hypervisor can’t give the VM the amount of CPU cycles it wants.

   Real tuning required on prefork. This is where we can tell apache to only generate so many processes. The defaults values  are high, and which cant be handled by micro instance. Suppose you get 10 concurrent requests for a php page and require around 64MB of RAM when requested (you have to make sure that  php memory_limit is above that value). That’s around 640MB of RAM on micro instance of 613MB RAM.  This is the case  with 10 connections – apache is configured to allow 256 clients by default,  We need to  scale these down , normally with 10-12 MaxClients. As per out case, this is still a huge number because 10-12 concurrent connections would use all our memory. If you want to be really cautious, make sure that your max memory usage is less than 613MB. Something like 64M php memory limit and 8 max clients keeps you under your limit with space to spare – this helps ensure that our MySQL process when your server is under load.

           Maxclients an important tuning parameter regarding the performance of the Apache web server. We can calculate the value of this for a t1.micro instance

Theoretically,

MaxClients =(Total Memory – Operating System Memory – MySQL memory) / Size Per Apache process.

t1.micro have a server with 613MB of Total memory. Suppose We are using RDS instead of mysql server.

Stop apache and run

#ps aux | awk ‘{sum1 +=$4}; END {print sum1}’.

 we will get the amount of memory thats used by processes other than apache.

Suppose we get a value around 30.

from top command we can check the average memory that each apache resources use.

suppose its 60mb.

Max clients = (613 – 30 ) 60 = 9.71 ~ 10 approx …

       Micro instances are awesome, especially when cost becomes a major concern, however that they are not right for all applications. A simple website with only a few hundreds  hits a day will do just fine since it will only need CPU in short bursts.

      For Servers that serves dynamic content, better approach is to employ a reverse-proxy. This would be done this apache’s mod_proxy or Squid. The main advantages of this configurations are content caching, load balancing etc. Easy method is to use mod_proxy and the ProxyPass directive to pass content to another server. mod_proxy supports a degree of caching that can offer a significant performance boost. But another advantage is that since the proxy server and the web server are likely to have a very fast interconnect, the web server can quickly serve up large content, freeing up a apache process, why the proxy slowly feeds out the content to clients

If you are using ubuntu, you can enable module by

                                        #a2enmod proxy

                                        #a2enmod proxy_http    

and in apache2.conf

                                         ProxyPass  /  http://192.168.1.46/

                                         ProxyPassReverse  /   http://192.168.1.46/

         The ProxyPassreverse directive captures the responses from the web server and masks the URL as it would be directly responded by the Apache  hiding the identity/location of the web server. This is a good security practice, since the attacker won’t be able to know the ip of our web server.

      Caching with Apache2 is another important consideration.  We can configure apache  to set the Expires HTTP header, max-age directive of the Cache-Control HTTP header of static files ,such as images, CSS and JS files, to a date in the future so that these files will be cached by your visitors browsers. This saves bandwidth and makes web site appear faster if a user visits your site for a second time, static files will be fetched from the browser cache

                                      #a2enmod expires

  edit  /etc/apache2/sites-available/default

  <IfModule mod_expires.c>
               ExpiresActive On
               ExpiresByType image/gif “access plus 4 weeks”
               ExpiresByType image/jpg “access plus 4 weeks”

</IfModule>

This would tell browsers to cache .jpg, .gif  files for four week.

       If your server requires a large amount of read / write operations, you might consider provisioned IOPS ebs volumes on your server. This is really effective if you use database server on ec2 instances.  we can use iostat on the command line to take a look at your read/sec and write/sec. You can also use CloudWatch metrics to determine read and write operations.

       Once we move to the security side of apache, our major concern is DDos attacks. If a server is under a DDoS attack, it is quite difficult to detect the attack before the damage is done.  Attack packets usually have spoofed source IP addresses. Hence, it is more difficult to trace them back to their real source. The limit on the number of simultaneous requests that will be served by Apache is decided by the MaxClients directive, and is set to safe limit, by default. Any connection attempts over this limit will normally be queued up.

     If you want to protect your apache against DOS,  DDOS attacks use mod_evasive module.  This module is designed specifically as a remedy for Apache DoS attacks. This module will allow you to specify a maximum number of requests executed by the same IP address. If the limit is reached, the IP address is blacklisted for the time period you specify.

Installation of MongoDB and its performance test

Why MongoDB?

  • Document-oriented
    • Documents (objects) map nicely to programming language data types
    • Embedded documents and arrays reduce need for joins
    • Dynamically-typed (schemaless) for easy schema evolution
    • No joins and no multi-document transactions for high performance and easy scalability
  • High performance
    • No joins and embedding makes reads and writes fast
    • Indexes including indexing of keys from embedded documents and arrays
    • Optional streaming writes (no acknowledgements)
  • High availability
    • Replicated servers with automatic master failover
  • Easy scalability
    • Automatic sharding (auto-partitioning of data across servers)
    • Reads and writes are distributed over shards
    • No joins or multi-document transactions make distributed queries easy and fast
    • Eventually-consistent reads can be distributed over replicated servers

Mongo data model

  • A Mongo system (see deployment above) holds a set of databases
  • A database holds a set of collections
  • A collection holds a set of documents
  • A document is a set of fields
  • A field is a key-value pair
  • A key is a name (string)
  • A value is a
    • basic type like string, integer, float, timestamp, binary, etc.,
    • a document, or
    • an array of value

    Mongo query language

  • To retrieve certain documents from a db collection, you supply a query document containing the fields the desired documents should match. For example, {name: {first: 'John', last: 'Doe'}} will match all documents in the collection with name of John Doe. Likewise, {name.last: 'Doe'} will match all documents with last name of Doe. Also, {name.last: /^D/} will match all documents with last name starting with ‘D’ (regular expression match).
  • Queries will also match inside embedded arrays. For example, {keywords: 'storage'} will match all documents with ‘storage’ in its keywords array. Likewise, {keywords: {$in: ['storage', 'DBMS']}} will match all documents with ‘storage’ or ‘DBMS’ in its keywords array.
  • If you have lots of documents in a collection and you want to make a query fast then build an index for that query. For example, ensureIndex({name.last: 1}) or ensureIndex({keywords: 1}). Note, indexes occupy space and slow down updates a bit, so use them only when the tradeoff is worth it.

Install MongoDB on Ubuntu 10.04

Configure Package Management System (APT)

The Ubuntu package management tool (i.e. dpkg and apt) ensure package consistency and authenticity by requiring that distributors sign packages with GPG keys. Issue the following command to import the 10gen public GPG Key:

sudo apt-key adv --keyserver keyserver.ubuntu.com --recv 7F0CEB10

Create a /etc/apt/sources.list.d/10gen.list file and include the following line for the 10gen repository.

deb http://downloads-distro.mongodb.org/repo/ubuntu-upstart dist 10gen

Now issue the following command to reload your repository:

sudo apt-get update

Install Packages

Issue the following command to install the latest stable version of MongoDB:

sudo apt-get install mongodb-10gen

When this command completes, you have successfully installed MongoDB! Continue for configuration and start-up suggestions.

Configure MongoDB

These packages configure MongoDB using the /etc/mongodb.conf file in conjunction with the control script. You will find the control script is at /etc/init.d/mongodb.

This MongoDB instance will store its data files in the /var/lib/mongodb and its log files in /var/log/mongodb, and run using the mongodb user account.

Note

If you change the user that runs the MongoDB process, you will need to modify the access control rights to the /var/lib/mongodb and /var/log/mongodb directories.

Controlling MongoDB

Starting MongoDB

You can start the mongod process by issuing the following command:

sudo service mongodb start

You can verify that mongod has started successfully by checking the contents of the log file at /var/log/mongodb/mongodb.log.

Stopping MongoDB

As needed, you may stop the mongod process by issuing the following command:

sudo service mongodb stop

Restarting MongoDB

You may restart the mongod process by issuing the following command:

sudo service mongodb restart

Controlling mongos

As of the current release, there are no control scripts for mongos. mongos is only used in sharding deployments and typically do not run on the same systems where mongod runs. You can use the mongodb script referenced above to derive your own mongos control script.

Using MongoDB

Among the tools included with the MongoDB package, is the mongo shell. You can connect to your MongoDB instance by issuing the following command at the system prompt:

mongo
> show dbs (); —> To show your databases
> use <databasename> —-> To switch database
> db.createCollection(“collectionname”) —> To create collection
> db.collectionname.find(); —> To see the contents in the collection
> db.addUser(“theadmin”, “anadminpassword”) —> To create user and password

Mongodb performance test :-

To monitor database system we can use Mongotop

Mongotop tracks and reports the current read and write activity of a MongoDB instance.
Mongotop provides per-collection visibility into use.
Use mongotop to verify that activity and use match expectations.
Mongotop returns time values specified in milliseconds (ms.)
Mongotop only reports active namespaces or databases, depending on the –locks option.
If you don’t see a database or collection, it has received no recent activity.

By default mongotop connects to the MongoDB instance running on the localhost port 27017. However,mongotop can optionally connect to remote mongod instances

Next, we can use Mongostat

Mongostat captures and returns counters of database operations. Mongostat reports operations on a per-type (e.g. insert, query, update, delete, etc.) basis. This format makes it easy to understand the distribution of load on the server. Use  Mongostat to understand the distribution of operation types and to inform capacity planning.
The Mongostat utility provides a quick overview of the status of a currently running mongod or Mongos instance. Mongostat is functionally similar to the UNIX/Linux file system utility vmstat, but provides data regarding mongod and Mongos instances.

Use  db.serverStatus()
It provides an overview of the database process’s state.

Then REST interface

MongoDB provides a REST interface that exposes a diagnostic and monitoring information in a simple web page. Enable this by setting rest to true, and access this page via the local host interface using the port numbered 1000 more than that the database port. In default configurations the REST interface is accessible on 28017. For example, to access the REST interface on a locally running mongod instance: http://localhost:28017

These are a few basic tips on making your application better/faster/stronger without knowing anything about indexes or sharding.

Connecting

Connecting to the database is a (relatively) expensive operation. Try to minimize the number of times you connect and disconnect: use persistent connections or connection pooling (depending on your language).

there are some  side effects with the PHP connection code.

$connection = new Mongo ( );

$connection->connect( );

In this code it appears the user wants to create a new connection. However, under the hood the following is happening:

The constructor connects to the database.
connect( ) sees that you’re already connected, assumes you want to reset the connection.
Disconnects from the database.
Connects again.

The result is that you have doubled your execution time.

ObjectIds

ObjectIds seem to be uncomfortable, so they convert their ObjectIds into strings. The problem is, an ObjectId takes up 12 bytes but its string representation takes up 29 bytes (almost two and a half times bigger).

Numbers vs. Strings

MongoDB is type-sensitive and it’s important to use the correct type: numbers for numeric values and strings for strings.

If you have large numbers and you save them as strings (“1234567890″ instead of 1234567890), MongoDB may slow down as it strcmps the entire length of the number instead of doing a quicker numeric comparison. Also, “12″ is going to be sorted as less than “9″, because MongoDB will use string, not numeric, comparison on the values. This can lead to some errors.

Driver-specific
Find out if you’re driver is particularly weaknesses (or strengths). For instance, the Perl driver is one of the fastest drivers, but it is not good at decoding Date types (Perl’s DateTime objects take a long time to create).
MongoDB adopts a documented-oriented format, so it is more similar to RDBMS than a key-value or column oriented format.

MongoDB operates on a memory base and places high performance above data scalability.Mongo DB uses BSON for data storage

Mongo uses memory mapped files, which means that a lot of the memory reported by tools such as top may not actually represent RAM usage. Check mem[“resident”], which tells you how much RAM Mongo is actually using.

“mem” : {
    “resident” : 2,
    “virtual” : 2396,

    “supported” : true,
    “mapped” : 0
},

Backup

There are basically two approaches to backing up a Mongo database:

Mongodump and Mongorestore are the classic approach. Dumps the contents of the database to files. The backup is stored in the same format as Mongo uses internally, so is very efficient. But it’s not a point-in-time snapshot.
To get a point-in-time snapshot, shut the database down, copy the disk files (e.g. with cp) and then start mongod up again. Alternatively, rather than shutting mongod down before making your point-in-time snapshot, you could just stop it from accepting writes:

> db._adminCommand({fsync: 1, lock: 1})
{
        “info” : “now locked against writes, use db.$cmd.sys.unlock.findOne() to unlock”,

        “ok” : 1
}

To unlock the database again, you need to switch to the admin database and then unlock it

> use admin
switched to db admin
> db.$cmd.sys.unlock.findOne()
{ “ok” : 1, “info” : “unlock requested” }

Replication
Start your master and slave up like this:

$ mongod –master –oplogSize 500

$ mongod –slave –source localhost:27017 –port 3000 –dbpath /data/slave

When seeding a new slave server from master use the –fastsync option.

You can see what’s going on with these two commands:
> db.printReplicationInfo() # tells you how long your oplog will last
> db.printSlaveReplicationInfo() # tells you how far behind the slave is

If the slave isn’t keeping up,Check the mongo log for any recent errors. Try connecting with the mongo
console. Try running queries from the console to see if everything is working. Run the status commands
above to try and find out which database is taking up resources.
Timeout

Connection timeout in milliseconds. Defaults to 20000

Connection::query_timeout.

How many milliseconds to wait for a response from the server. Set to 30000 (30 seconds) by default. -1 waits forever (or until TCP times out, which is usually a long time).

Default pool

The default pool has a maximum of 10 connections per mongodb host. This value is controlled by the variable  “connectionsPerHost” within the class

MongoDB Server Connections

The MongoDB server has a property called “maxConns” that  is the max number of simultaneous connections. The
default number for maxConns is 80% of the available file descriptors for connections. One way to check the number of connections is by opening the mongo shell and executing:

>db.serverStatus() and in the previous mail I have send the screen shot of this.

The standard format of the MongoDB connection URI used to connect to a MongoDB database server.

mongodb://[username:password@]host1[:port1][,host2[:port2],…[,hostN[:portN]]][/[database][?options]]

Finding the Min and Max values in MongoDB

In MongoDB, the min() and max() functions work as limitors – essentially the same as “gte” (>=) and “lt” (<).

To find the highest (maximum) value in MongoDB, you can use this command;

db.thiscollection.find().sort({“thisfieldname”:-1}).limit(1)

This essentially sorts the data by the fieldname in decending and takes the first value.

The lowest (minimum) value can be determined in a similar way.

    db.thiscollection.find().sort({“thisfieldname”:1}).limit(1)

Memory Mapped Storage Engine :-

This is the current storage engine for MongoDB, and it uses memory-mapped files for all disk I/O.  Using this strategy, the operating system’s virtual memory manager is in charge of caching.  This has several implications:

There is no redundancy between file system cache and database cache: they are one and the same.
MongoDB can use all free memory on the server for cache space automatically without any configuration of a cache size.
Virtual memory size and resident size will appear to be very large for the mongod process.

This is benign: virtual memory space will be just larger thanthe size of the datafiles open and mapped; resident size will vary depending on the amount of memory not used by other processes on the machine.

This command shows the memory usage information :- db.serverStatus().mem

For example :-

> db.serverStatus().mem
{
    “bits” : 64,
    “resident” : 31,
    “virtual” : 146,
    “supported” : true,
    “mapped” : 0,
    “mappedWithJournal” : 0
}

We can verify there is no memory leak in the mongod process by comparing the mem.virtual and mem.mapped values (these values are in megabytes).  If you are running with journaling disabled, the difference should be relatively small compared to total RAM on the machine. If you are running with journaling enabled, compare mem.virtual to 2*mem.mapped.   Also watch the delta over time; if it is increasing consistently, that could indicate a leak.

Also we can use to check what percent of memory is being used for memory mapped files by the free command:

Here 2652mb of memory is being used to memory map files

root@manager-desktop:~# free -tm

             total       used       free     shared    buffers     cached
Mem:          3962       3602        359          0        411       2652

-/+ buffers/cache:        538       3423

Swap:        1491        52       1439

Total:        5454       3655   1799

Garbage collection handling :-

When we remove an object from MongoDB collection, the space it occupied is not automatically garbage collected and new records are only appended to the end of data files, making them grow bigger and bigger.MongoDB maintains lists of deleted blocks within the datafiles when objects or collections are deleted.  This space is reused by MongoDB but never freed to the operating system.

To shrink the amount of physical space used by the datafiles themselves, by reclaiming deleted blocks, we must rebuild the database by using  the command “db.repairDatabase( )” . repairDatabase copies all the database records to new files.

We will need enough free disk space to hold both the old and new database files while the repair is running, the repairDatabase  will take a long time to complete.Also rather than compacting an entire database,

you can compact just a single collection by using  “db.runCommand({compact:’collectionmname;})

This does not shrink any datafiles,however; it only defragments deleted space so that larger objects might reuse it.

The compact command will never delete or shrink database files, and in general requires extra space to do its work.

Thus, it is not a good option when you are running critically low on disk space.

DevOPS on AWS Cloud using Opscode Chef

Rule the Cloud‘ with Chef
Chef is Infrastructure as Code,an API for your entire infrastructure. Assuming that you are well versed with cloud if not still you should have atleast heard of cloud computing and it is still an evolving paradigm and Cloud computing companies are the newest buzz in the IT sector. Chef is used in conjunction with cloud  from cloud providers say Amazon’s AWS. If a software thats being developed is a mix of technology which is interdependent and works in perfect harmony then why not the people behind it, this thought has led to the emergence of a new cultral trend called DevOPS. Now if you setup a number of instances on the cloud then whats next – new instances on cloud are just like bare metal server and the configuration has to be done from scratch and it would be feasible to do so manually for couple of them what if the count just got bigger say 100 live instances with different unix distros, although a script could be written but still it will not suffice,  in the long run considering management too. Here the CHEF comes into play

“chef is sysadmin robot performing configuration tasks automatically and much more quickly than a single admin could ever hope to” – Jesse Robbins, Opscode CEO.

CHEF is an open source configuration management tool using pure-Ruby,the chef domain specific language for writting system configuration related stuff (recipes and cookbook)

CHEF brings a new feel with its interesting naming conventions relating to cookery like Cookbooks (they contain codes for a software package installation and configuration in the form of Recipes), Knife (API tool), Databags (act like global variables) etc

Although there are many configuration management tools prevailing in the industry CHEF was able to secure its position in the race.

“CHEF take a step farther passes puppet and cfengine — like doing “LIVE SEARCH” within  configuration management like loadbalancer can call out to get a list of the app servers you need to balance  or an applicaton server can call out, get a reference to the master database server  etc …..the centralised chef server is indexing all the information about your infrasturctre  so that you could search in the command line using knife you know in real time so that application could lever that data..” by Seth Chisamore from the OPSCODE.

A techonology peak that isnt fluffy – Cloud
For those folks new to cloud- Its a whole bunch of activites which began as an innovation, recently given out as products and now they have become so widespread and so feature complete that they became suitable for utility services.

So if you dont want cloud in your business its like saying you dont want to use the electricity instead you built your own generator and use it according to your need. Now what do we loose if we continue with that is the competitive edge ie you get the pressure to keep your stuff upgraded inorder to find your place relative to the others in the ecosystem.

Cloud is API oriented, everything you see in cloud is ulitmately programmable.

Virtualization is the foundation of Cloud but virtualization is not Cloud by itself. It certainly enables many of the things we talk about when we talk Cloud but it is not necessary sufficient to be a cloud. Google app engine is a cloud that does not incorporate virtualization. One of the reasons that virtualization is great is because you can automate the procurement of new boxes.

A Culture thats on path to revolutionize IT – DevOPS
Devops is something that orginated in webshops predominantly and it require a kind of tools thats really not available except for home grown tools which the big webshops built over and over again. So the organisation who wanted to use devops started using the tools that enable this transition as most organisations depends on web as a source of revenue in a variety of different ways, even the enterprise desire to be as agile as the webshops. This has begun a revolution from the website permeate into the enterprise base more frequently.

Considering a real life example for Devops say facebook, the most popular social networking site here the developers/QA/operations – there is alot of communications, cross talk happening between them like the developers has to write codes, QA who has to make sure the good code goes out, the operations team has to make sure its up and running. Finally all of these has to be in records which altogether seems to be inefficient, this led to the evolving of the entire system. According to the conventional practices where the developers writes the code and throws it off to the testing. Once the testing is done then it moves to the operations etc. Contrary to that the developers , operations team are all involved in the entire lifecycle of the project as a team. This creates a symbiotic relationship. Now the operations people could understand what the engineers needs the most and the developers are able to see the value that operation people brings as they make architecture decisions.

Cloud with your DevOps offers some fantastic properties. The ability to leverage all the advancements made in software development around repeatability and testability with your infrastructure. The ability to scale up as need be real time (autoscaling) and among other things being able to harness the power of self healing systems. DevOps better with Cloud.

Configuration management say CHEF is one of the most fundamental elements allowing DevOps in the cloud. It allows you to have different VMs that have just enough OS that they can be provisioned, automatically through virtualization, and then through configuration management can be assigned to a distinct purpose within the cloud. The CM system handles turning the lightly provisioned VM into the type of server that it is intended to be.

DevOps & Chef
DevOps is nonthing but a cultural movement where everybody say the developers, QA, Operations, Testing etc get along. A project group formation with a mixed skillset that blurs the line between say a developer and sysadmin. This helps the project to meet its deadlines
and avoid unexpected situations. Cloud computing act like a catalyst to this movement. Thereby the CHEF also hops in.

Chef forms a critical layer in the Devops stack.Thanks to the concept of infrastructure as code and virtualization, we can define and build our infrastructure based on text files. Those files can be version-controlled and tested like regular code. The artifact (ami, image), can then be deployed on an infrastructure. The following image gives you an overview on the similarities.

Inadvertently the issues like “what if the application” or “what if the infrasturcture” are resolved, the fact is that application is the infrastructure and infrastructure is the application and we are here to enable business, also it helped bring peoples in the team into better alignment across the board.

Chef configuration is written in pure ruby.

Devops == Ruby

For those who think Bash is enough as a scripting language – Bash becomes a liability not an asset once your script exceeds 100 lines and a total nightmare if you need to parse or output HTML, CSV, XML, JSON, etc. A significant point to be noted is that Chef uses Ruby in its recipes unlike puppet where it uses its own configuration language that is based on Ruby although chef is heavily inspired from puppet. If you chose chef then you are effectively scripting your infrastructure with ruby.

Though Chef was only released on January 15th , 2009 it has gotten rapid adoption and gained a large number of contributors. According to the Opscode wiki there are 545 approved contributors to Opscode projects and 106 companies. Beyond that the #chef IRC channel is typically attended by over 100 users and Opscode staff, signs of a healthy, growing open source community.

Springsource division of VMware have signed on to contribute to the project. They are even being very public about it as seen in this endorsement:

“We are excited about the open source contributions the Springsource Division of VMware has made to Opscode Chef.” said Javier Soltero, CTO of Springsource Management Products at VMware. “Chef is an important tool for automating infrastructure management and we look forward to its continued growth and success.”

Moreover on my experience of using chef I really enjoyed the quick response I could get from the Opscode Support Team for all my queries and they had always being able to direct me towards a solution.

Automation Using Chef to create an Instance on Amazon Cloud Service Provider with Apache webserver configured in it.

Memo
chef-workstation – is the place where we customize our cookbooks and maintains the chef-repo
chef node – is the management node that we create using chef, it configures itself based on its runlist and downloaded cookbooks

The really cool thing with Chef is that you can rerun cookbooks against a node and it will not do anything it has already done i.e it will not change the end result on the target node as defined by the recipes being run against it. So you will always get the same outcome no matter what state the node and actions will not be taken if already done (and conversely run if detected it has not been run).  When reading about Chef you will see this described as being idempotent (There I’ve saved you looking it up).

Prerequisites – an AWS account, EC2 API configured, OS – Ubuntu.

1. Sign up an account at http://www.opscode.com/hosted-chef/# , Here we use the OHC (opscode hosted chef) where we get to create upto 5 nodes for free!!

2.Verify your opscode account.

3.Download the files

Create an organization in the Console page at www.manage.opscode.com, and then download the following files:

  • Your Organization validation key. This is used to automatically register new Chef Clients (like servers you manage).
  • The Knife configuration file.
  • Your User key. This is used to authenticate your user with Hosted Chef.
  • Edit knife.rb  to add aws access key and secret access key
  • knife[:aws_access_key_id]     = “Your AWS Access Key”
  • knife[:aws_secret_access_key] = “Your AWS Secret Access Key”

At this stage I have a chef ready user environment, an OpsCode organisation set up and now I want to start by spinning up an ec2 instance. I will not be going into any depth regarding  the ec2 specifics as that would make this post far too long.

4.Setting Up chef-Workstation

Install Ruby and Development Tools

#sudo apt-get update
#sudo apt-get install ruby ruby-dev libopenssl-ruby rdoc ri irb build-essential wget ssl-cert git-core
#sudo gem update –system

Install RubyGems

#cd /tmp
#wget http://production.cf.rubygems.org/rubygems/rubygems-1.8.10.tgz
#tar zxf rubygems-1.8.10.tgz
#cd rubygems-1.8.10
#sudo ruby setup.rb –no-format-executable

Install Chef

#sudo gem install chef

5.To verify chef installation

#chef-client -v

6.Build the chef repository

#cd ~
#git clone https://github.com/opscode/chef-repo.git

Knife reads configuration files in .chef. so we need to create those as well

#mkdir -p ~/chef-repo/.chef

Copy the keys and knife configuration you downloaded earlier into this directory:

#cp USERNAME.pem ~/chef-repo/.chef
#cp ORGANIZATION-validator.pem ~/chef-repo/.chef
#cp knife.rb ~/chef-repo/.chef

Run the following command to confirm knife is working with the Hosted Chef API.

#cd ~/chef-repo
#knife client list

output : “ORGANIZATION-validator”

7.Now i need to download the apache2 cookbook on to my workstation, customize if required and then upload it to my account on the opscode platform

#knife cookbook site install apache2

this will notify git and also pulls down the desired cookbook

8.Upload the cookbook using the following command

#knife cookbook upload apache2

9.Enter the following command, sit back and  enjoy the show!!!

#knife ec2 server create -G default -I ami-1212ef7b -f m1.small -S <aws ssh key id> -i <ssh identity file> -x root -r ‘recipe[apache2]’


Before proceeding it would probably be a good idea to take time out and read the Opscode  Chef Recipe wiki which has a nice clear explanation on cookbook name spaces. Also remind yourself of the components that make up a cookbook it’s worth noting that recipes manage resources and those resources will be executed in the order they occur.