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HowTo: Use Vagrant and Virtual Box to create a Chef Infra Server

  • Use the vagrantfile to spin up a stand alone chef server for older (or newer) versions.

  • This can be used to for:

    • In-place upgrades from chef-server 12.x to 13.x on your local machine for POC testing
    • Verifying migration steps from here, with the assumption the chef-server has nodes on it or chef-load was run.
      • For migrations, two instances are required
    • A need to have a chef-server of a specific version that is ephemeral

Before You Start

Assumptions

  • Vagrant is installed. Download here
  • Virtual Box is installed. Download here
  • This code assumes you'll be using a generic image
    • For example, vagrant box add generic/ubuntu1604 or vagrant box add generic/rhel6
  • A vagrant box add of the type of OS you want to install the chef server on has been executed
    • All free boxes can be found here
  • The ip address 10.11.12.13 is not in use
    • Change the BOX-IP in the vagrantfile if it is in use

Versions tested

  • Chef Server Stand Alone Install & In-Place Upgrade

    • generic/rhel6
      • chef-server 12-17-15
      • chef-server 12-3-0
    • generic/rhel7
      • chef-server 13-2-0
    • generic/rhel8
      • chef-server 13-2-0
    • generic/ubuntu1604
      • chef-server 12-17-15
      • chef-server 12-3-0
    • generic/centos7
      • chef-server 12-17-15
    • generic/ubuntu1804
      • chef-server 13.2.0

  • Chef Server Migration -generic/ubuntu1604 to generic/ubuntu1804, chef-server 12.17.15 to chef-server 13.2.0

Provision a Chef Infra Server using Vagrant and Virtual Box

  • Update the Vagrantfile with the BOX you want to use.
    • For example an Ubuntu box, BOX=generic/ubuntu1604
  • Update the CHEF_SERVER_VERSION if desired
  • Go into the directory where the Vagrantfile is located and run vagrant up
  • The script will:
    • Install the Chef Server Version specified
    • Create a user vagrant with the password vagrant
    • Create a chef org called vagrant-dev
    • Place both the user and validator pem files in the home directory
    • Assign the IP of 10.11.12.13 to the chef infra server on the private network
      • Update the BOX_IP if this IP address is in use on the network
  • No certificate is installed during this process. A cert warning will occur if trying to hit the front end.
    • If configuring a knife.rb or config.rb and a cert is not installed, add the following line:
      • ssl_verify_mode :verify_none
  • To export .pem(s) on the local machine go into the directory where the Vagrantfile is and run:
    • vagrant ssh -c "sudo cat /home/vagrant/vagrant-user.pem" > vagrant-user.pem
    • vagrant ssh -c "sudo cat /home/vagrant/vagrant-dev-validator.pem" > vagrant-dev-validator.pem

How to confirm the chef server is installed

  • In the same directory where the Vagrantfile is located, run vagrant ssh
  • Once in, run head -n1 /opt/opscode/version-manifest.txt to verify the chef server version you expected to be installed is actually installed

FAQ

  • Use centos unless a RHEL license is available to you/your organization.

  • For migrations, spin up two instances in two separate directories, make sure to change the IP address on one instance.