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cdist - usable configuration management
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=======================================
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.. image:: cdist-logo.png
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:alt: cdist-logo
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cdist is a usable configuration management system.
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It adheres to the KISS principle and
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is being used in small up to enterprise grade environments.
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cdist is an alternative to other configuration management systems like
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* `bcfg2 <http://trac.mcs.anl.gov/projects/bcfg2>`_
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* `chef <http://wiki.opscode.com/display/chef/>`_
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* `cfengine <http://www.cfengine.org/>`_
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* `puppet <http://www.puppetlabs.com/>`_.
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Supported Operating Systems
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Supported operating systems
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===========================
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cdist was tested or is know to run on at least
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* `Archlinux <http://www.archlinux.org/>`_
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* `Debian <http://www.debian.org/>`_
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* `CentOS <http://www.centos.org/>`_
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* `Fedora <http://fedoraproject.org/>`_
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* `Alpine Linux <https://alpinelinux.org>`_
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* `Archlinux <http://www.archlinux.org>`_
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* `CentOS <http://www.centos.org>`_
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* `Debian <http://www.debian.org>`_
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* `Devuan <https://devuan.org>`_
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* `Fedora <http://fedoraproject.org>`_
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* `FreeBSD <http://www.freebsd.org>`_
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* `Gentoo <http://www.gentoo.org/>`_
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* `Mac OS X <http://www.apple.com/macosx/>`_
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* `Gentoo <http://www.gentoo.org>`_
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* `Mac OS X <http://www.apple.com/macosx>`_
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* `NetBSD <https://www.netbsd.org>`_
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* `OpenBSD <http://www.openbsd.org>`_
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* `Redhat <http://www.redhat.com/>`_
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* `Ubuntu <http://www.ubuntu.com/>`_
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* `XenServer <http://www.citrix.com/xenserver/>`_
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* `Redhat <http://www.redhat.com>`_
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* `Ubuntu <http://www.ubuntu.com>`_
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* `XenServer <http://www.citrix.com/xenserver>`_
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How to update cdist
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===================
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How to upgrade cdist
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====================
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Update the git installation
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---------------------------
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[[!meta title="cdist - usable configuration management"]]
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cdist is a usable configuration management system.
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It adheres to the KISS principle and
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is being used in small up to enterprise grade environments.
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cdist is an alternative to other configuration management systems like
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[bcfg2](http://bcfg2.org/),
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[chef](https://www.chef.sh/),
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[cfengine](https://cfengine.com/)
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and [puppet](https://puppet.com/).
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* [[Why should I use cdist?|why]]
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* [[Documentation|documentation]]
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* [[Supported Operating Systems|os]]
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* [[Installation|install]]
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* [[Update|update]]
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* [[Support|support]]
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[[!tag cdist unix]]
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[[!meta title="Documentation"]]
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You can browse the
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[latest version of the documentation](/software/cdist/man/latest) or
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have a look at [all versions](/software/cdist/man).
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You can also view [speeches about cdist](/software/cdist/speeches).
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Checking out beta? Find the docs here:
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[beta documentation](/software/cdist/man/beta).
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[[!tag cdist unix]]
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But cdist ticks differently, here is the feature set that makes it unique:
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[[!table data="""
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Keywords | Description
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Simplicity | There is only one type to extend cdist called ***type***
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Design | Type and core cleanly separated
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Design | Sticks completly to the KISS (keep it simple and stupid) paradigma
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Design | Meaningful error messages - do not lose time debugging error messages
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Design | Consistency in behaviour, naming and documentation
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Design | No surprise factor: Only do what is obviously clear, no magic
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Design | Define target state, do not focus on methods or scripts
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Design | Push architecture: Instantly apply your changes
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Small core | cdist's core is very small - less code, less bugs
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Fast development | Focus on straightforwardness of type creation is a main development objective
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Fast development | Batteries included: A lot of requirements can be solved using standard types
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Modern Programming Language | cdist is written in Python
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Requirements, Scalability | No central server needed, cdist operates in push mode and can be run from any computer
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Requirements, Scalability, Upgrade | cdist only needs to be updated on the master, not on the target hosts
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Requirements, Security | Uses well-know [SSH](http://www.openssh.com/) as transport protocol
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Requirements, Simplicity | Requires only shell and SSH server on the target
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UNIX | Reuse of existing tools like cat, find, mv, ...
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UNIX, familar environment, documentation | Is available as manpages and HTML
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UNIX, simplicity, familar environment | cdist is configured in POSIX shell
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"""]]
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[[!tag cdist unix]]
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[[!meta title="How to install cdist"]]
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[[!toc levels=3]]
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## Requirements
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### Source Host
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This is the machine you use to configure the target hosts.
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* /bin/sh: A posix like shell (for instance bash, dash, zsh)
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* Python >= 3.2
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* SSH client
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* Asciidoc and xsltproc (for building the manpages)
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### Target Hosts
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* /bin/sh: A posix like shell (for instance bash, dash, zsh)
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* SSH server
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## Install cdist
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You can install cdist either from git or as a python package.
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### From git
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Cloning cdist from git gives you the advantage of having
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a version control in place for development of your own stuff
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immediately.
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To install cdist, execute the following commands:
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git clone https://github.com/ungleich/cdist.git
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cd cdist
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export PATH=$PATH:$(pwd -P)/bin
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From version 4.2.0 cdist tags and github releases are signed.
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You can get GPG public key used for signing [here](/software/cdist/pgp-key-EFD2AE4EC36B6901.asc).
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#### Available versions in git
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* The active development takes place in the **master** branch
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* The current stable version can be found in the **2.0** branch
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* The upcoming stable version can be found in the **2.1** branch
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Other branches may be available for features or bugfixes, but they
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may vanish at any point. To select a specific branch use
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# Generic code
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git checkout -b <localbranchname> origin/<branchname>
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So for instance if you want to use and stay with version 2.0, you can use
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git checkout -b 2.0 origin/2.0
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#### Git Mirrors
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If the main site is down, you can acquire cdist from one of the following sites:
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* git://github.com/telmich/cdist.git ([github](https://github.com/telmich/cdist))
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* git://git.code.sf.net/p/cdist/code ([sourceforge](https://sourceforge.net/p/cdist/code))
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#### Building and using documentation (man and html)
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If you want to build and use the documentation, run:
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make docs
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Documentation comes in two formats, man pages and full HTML
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documentation. Documentation is built into distribution's
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docs/dist directory. man pages are in docs/dist/man and
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HTML documentation in docs/dist/html.
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If you want to use man pages, run:
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export MANPATH=$MANPATH:$(pwd -P)/docs/dist/man
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Or you can move manpages from docs/dist/man directory to some
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other directory and add it to MANPATH.
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Full HTML documentation can be accessed at docs/dist/html/index.html.
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You can also build manpages for types in your ~/.cdist directory:
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make dotman
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Built manpages are now in docs/dist/man directory. If you have
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some other custom .cdist directory, e.g. /opt/cdist then use:
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DOT_CDIST_PATH=/opt/cdist make dotman
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### Python Package
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Cdist is available as a python package at
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[PyPi](http://pypi.python.org/pypi/cdist/). You can install it using
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pip install cdist
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## Use cdist
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[[Dig into the documentation|documentation]] to get started with cdist!
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[[!tag cdist unix]]
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[[!meta title="Supported Operating Systems"]]
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|
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cdist was tested or is know to run on at least
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||||
|
||||
* [Archlinux](http://www.archlinux.org/)
|
||||
* [Debian](http://www.debian.org/)
|
||||
* [CentOS](http://www.centos.org/)
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||||
* [Scientific](https://www.scientificlinux.org/)
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* [Fedora](http://fedoraproject.org/)
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* [FreeBSD](http://www.freebsd.org)
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* [Gentoo](http://www.gentoo.org/)
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* [Mac OS X](http://www.apple.com/macosx/)
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* [OpenBSD](http://www.openbsd.org)
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* [Redhat](http://www.redhat.com/)
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* [Ubuntu](http://www.ubuntu.com/)
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* [XenServer](http://www.citrix.com/xenserver/)
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[[!tag cdist unix]]
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## Support
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### IRC
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You can join the development ***IRC channel***
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[#cstar on irc.freenode.net](irc://irc.freenode.org/#cstar).
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### Mailing list
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Bug reports, questions, patches, etc. should be send to the
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[cdist mailing list](https://groups.google.com/forum/#!forum/cdist-configuration-management).
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### Linkedin
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If you have an account
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at [Linked in](http://www.linkedin.com/),
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you can join the
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[cdist group](http://www.linkedin.com/groups/cdist-configuration-management-3952797).
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### Chat
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Chat with us: [ungleich chat](https://chat.ungleich.ch/channel/cdist).
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### Commercial support
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You can request commercial support for cdist from
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[my company](http://www.ungleich.ch/english/).
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[[!tag cdist unix]]
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[[!meta title="How to update cdist"]]
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## Update The Git Installation
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To upgrade cdist in the current branch use
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git pull
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# Also update the manpages
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./build man
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export MANPATH=$MANPATH:$(pwd -P)/doc/man
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If you stay on a version branche (i.e. 1.0, 1.1., ...), nothing should break.
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The master branch on the other hand is the development branch and may not be
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working, break your setup or eat the tree in your garden.
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### Safely upgrading to new versions
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To upgrade to **any** further cdist version, you can take the
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following procedure to do a safe upgrade:
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# Create new branch to try out the update
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git checkout -b upgrade_cdist
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# Get latest cdist version in git database
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git fetch -v
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# see what will happen on merge - replace
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# master with the branch you plan to merge
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git diff upgrade_cdist..origin/master
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# Merge the new version
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git merge origin/master
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Now you can ensure all custom types work with the new version.
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Assume that you need to go back to an older version during
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the migration/update, you can do so as follows:
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# commit changes
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git commit -m ...
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# go back to original branch
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git checkout master
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After that, you can go back and continue the upgrade:
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# git checkout upgrade_cdist
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## Update The Python Package
|
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To upgrade to the lastet version do
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pip install --upgrade cdist
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## General Update Instructions
|
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### Updating from 3.0 to 3.1
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|
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The type **\_\_ssh_authorized_keys** now also manages existing keys,
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not only the ones added by cdist.
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|
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### Updating from 2.3 to 3.0
|
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The **changed** attribute of objects has been removed.
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Use [messaging](/software/cdist/man/3.0.0/man7/cdist-messaging.html) instead.
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### Updating from 2.2 to 2.3
|
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No incompatibilities.
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### Updating from 2.1 to 2.2
|
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|
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Starting with 2.2, the syntax for requiring a singleton type changed:
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Old format:
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require="__singleton_type/singleton" ...
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New format:
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|
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require="__singleton_type" ...
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|
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Internally the "singleton" object id was dropped to make life more easy.
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You can probably fix your configuration by running the following code
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snippet (currently untested, please report back if it works for you):
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find ~/.cdist/* -type f -exec sed -i 's,/singleton,,' {} \;
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|
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### Updating from 2.0 to 2.1
|
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|
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Have a look at the update guide for [[2.0 to 2.1|2.0-to-2.1]].
|
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|
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* Type **\_\_package* and \_\_process** use --state **present** or **absent**.
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The states **removed/installed** and **stopped/running** have been removed.
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Support for the new states is already present in 2.0.
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* Type **\_\_directory**: Parameter --parents and --recursive are now boolean
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The old "yes/no" values need to be removed.
|
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* Type **\_\_rvm_ruby**: Parameter --default is now boolean
|
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The old "yes/no" values need to be removed.
|
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* Type **\_\_rvm_gemset**: Parameter --default is now boolean
|
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The old "yes/no" values need to be removed.
|
||||
* Type **\_\_addifnosuchline** and **\_\_removeline** have been replaced by **\_\_line**
|
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* The **conf** directory is now located at **cdist/conf**.
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You need to migrate your types, explorers and manifests
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manually to the new location.
|
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* Replace the variable **\_\_self** by **\_\_object_name**
|
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Support for the variable **\_\_object_name** is already present in 2.0.
|
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* The types **\_\_autofs**, **\_\_autofs_map** and **\_\_autofs_reload** have been removed
|
||||
(no maintainer, no users)
|
||||
* Type **\_\_user**: Parameter --groups removed (use the new \_\_user_groups type)
|
||||
* Type **\_\_ssh_authorized_key** has been replaced by more flexible type
|
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**\_\_ssh_authorized_keys**
|
||||
|
||||
### Updating from 1.7 to 2.0
|
||||
|
||||
* Ensure python (>= 3.2) is installed on the source host
|
||||
* Use "cdist config host" instead of "cdist-deploy-to host"
|
||||
* Use "cdist config -p host1 host2" instead of "cdist-mass-deploy"
|
||||
* Use "cdist banner" for fun
|
||||
* Use **\_\_object_name** instead of **\_\_self** in manifests
|
||||
|
||||
### Updating from 1.6 to 1.7
|
||||
|
||||
* If you used the global explorer **hardware_type**, you need to change
|
||||
your code to use **machine** instead.
|
||||
|
||||
### Updating from 1.5 to 1.6
|
||||
|
||||
* If you used **\_\_package_apt --preseed**, you need to use the new
|
||||
type **\_\_debconf_set_selections** instead.
|
||||
* The **\_\_package** types accepted either --state deinstalled or
|
||||
--state uninstaaled. Starting with 1.6, it was made consistently
|
||||
to --state removed.
|
||||
|
||||
### Updating from 1.3 to 1.5
|
||||
|
||||
No incompatibilities.
|
||||
|
||||
### Updating from 1.2 to 1.3
|
||||
|
||||
Rename **gencode** of every type to **gencode-remote**.
|
||||
|
||||
### Updating from 1.1 to 1.2
|
||||
|
||||
No incompatibilities.
|
||||
|
||||
### Updating from 1.0 to 1.1
|
||||
|
||||
In 1.1 the type **\_\_file** was split into **\_\_directory**, **\_\_file** and
|
||||
**\_\_link**. The parameter **--type** was removed from **\_\_file**. Thus you
|
||||
need to replace **\_\_file** calls in your manifests:
|
||||
|
||||
* Remove --type from all \_\_file calls
|
||||
* If type was symlink, use \_\_link and --type symbolic
|
||||
* If type was directory, use \_\_directory
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||||
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||||
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[[!tag cdist unix]]
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[[!meta title="Update Guide for 2.0 to 2.1"]]
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|
||||
## Introduction
|
||||
|
||||
When changing your installation from 2.0 to 2.1, there are
|
||||
a lot of changes coming up. 2.1 is mainly a cleanup release,
|
||||
which removes long time deprecated behaviour, but also makes
|
||||
a lot of things more consistent and allows you to split off your types,
|
||||
explorers and manifest to custom directories.
|
||||
|
||||
This document will guide you to a successful update.
|
||||
|
||||
## Preparation
|
||||
|
||||
As for every software and system you use in production, you should first of
|
||||
all make a backup of your data. To prevent any breakage, it is
|
||||
recommended to create a new git branch to do the update on:
|
||||
|
||||
% git checkout -b update_to_2.1
|
||||
|
||||
This also ensure that whenever you need to do a change in your
|
||||
2.0 based tree, you can simply go back to that branch, apply the change
|
||||
and configure your systems - independently of your update progress!
|
||||
|
||||
Next fetch the latest upstream changes, I assume that
|
||||
origin refers to one of the upstream mirrors (change origin if you use
|
||||
another remote name for upstream cdist):
|
||||
|
||||
% git fetch -v origin
|
||||
|
||||
## Merge the changes
|
||||
|
||||
Now try to merge upstream into the new branch.
|
||||
|
||||
% git merge origin/2.1
|
||||
|
||||
Fix any conflicts that may have been occurred due to local changes
|
||||
and then **git add** and *git commit** those changes. This should seldom
|
||||
occur and if, it's mostly for people hacking on the cdist core.
|
||||
|
||||
## Move "conf" directory
|
||||
|
||||
One of the biggest changes in cdist 2.1 is that you can have multiple
|
||||
**conf** directories: Indeed, the new default behaviour of cdist is to
|
||||
search for conf directories
|
||||
|
||||
* below the python module (cdist/conf in the source tree or in the installed location)
|
||||
* at ~/.cdist/ (on conf suffix there)
|
||||
|
||||
So you can now choose, where to store your types.
|
||||
|
||||
### Integrate your conf/ back into the tree
|
||||
|
||||
If you choose to store your types together with the upstream types,
|
||||
you can just move all your stuff below **cdist/conf**:
|
||||
|
||||
% git mv conf/type/* cdist/conf/type
|
||||
% git mv conf/manifest/* cdist/conf/manifest
|
||||
% git mv conf/explorer/* cdist/conf/explorer
|
||||
% git commit -m "Re-Integrate my conf directory into cdist 2.1 tree"
|
||||
|
||||
### Move your conf/ directory to ~/.cdist
|
||||
|
||||
If you want to store your site specific
|
||||
configuration outside of the cdist tree, you
|
||||
can move your conf/ directory to your homedirectory ($HOME) under ~/.cdist:
|
||||
|
||||
% mv conf ~/.cdist
|
||||
% git rm -r conf
|
||||
% git commit -m "Move my conf directory to ~/.cdist"
|
||||
|
||||
It it still recommended to use a version control system like git in it:
|
||||
|
||||
% cd ~/.cdist
|
||||
% git init
|
||||
% git add .
|
||||
% git commit -m "Create new git repository containing my cdist configuration"
|
||||
|
||||
## Test the migration
|
||||
|
||||
Some of the types shipped with upstream were changed, so you may want to test
|
||||
the result by running cdist on one of your staging target hosts:
|
||||
|
||||
% ./bin/cdist config -v staging-host
|
||||
|
||||
All incompatibilities are listed on the [[cdist update page|software/cdist/update]],
|
||||
so you can browse through the list and update your configuration.
|
||||
|
||||
## Final Cleanups
|
||||
|
||||
When everything is tested, there are some cleanups to be done to finalise the update.
|
||||
|
||||
### When continuing to keep conf/ in the tree
|
||||
|
||||
You can then merge back your changes into the master tree and continue to work
|
||||
as normal.
|
||||
|
||||
### When using ~/.cdist
|
||||
|
||||
If you decided to move your site specific code to ~/.cdist, you can now switch your
|
||||
**master** branch or version branch to upstream directly. Assumnig you are in the
|
||||
cdist directory, having your previous branch checked out, you can create a clean
|
||||
state using the following commands:
|
||||
|
||||
% upstream_branch=2.1
|
||||
% current_branch=$(git rev-parse --abbrev-ref HEAD)
|
||||
% git checkout -b archive_my_own_tree
|
||||
% git branch -D "$current_branch"
|
||||
% git checkout -b "$current_branch" "origin/$upstream_branch"
|
||||
|
||||
Afther these commands, your previous main branch is accessible at
|
||||
**archive_my_own_tree** and your branch is now tracking upstream.
|
||||
|
||||
## Questions? Critics? Hints?
|
||||
|
||||
If you think this manual helped or misses some information, do not
|
||||
hesitate to contact us on any of the usual ways (irc, mailinglist,
|
||||
github issue tracker, ...).
|
@ -1,69 +0,0 @@
|
||||
[[!meta title="Why should I use cdist?"]]
|
||||
|
||||
[[!toc]]
|
||||
|
||||
There are several motivations to use cdist, these
|
||||
are probably the most popular ones.
|
||||
|
||||
## Known language
|
||||
|
||||
Cdist is being configured in
|
||||
[shell script](https://en.wikipedia.org/wiki/Shell_script).
|
||||
Shell script is used by UNIX system engineers for decades.
|
||||
So when cdist is introduced, your staff does not need to learn a new
|
||||
[DSL](https://en.wikipedia.org/wiki/Domain-specific_language)
|
||||
or programming language.
|
||||
|
||||
## Powerful language
|
||||
|
||||
Not only is shell scripting widely known by system engineers,
|
||||
but it is also a very powerful language. Here are some features
|
||||
which make daily work easy:
|
||||
|
||||
* Configuration can react dynamicly on explored values
|
||||
* High level string manipulation (using sed, awk, grep)
|
||||
* Conditional support (**if, case**)
|
||||
* Loop support (**for, while**)
|
||||
* Support for dependencies between cdist types
|
||||
|
||||
## More than shell scripting
|
||||
|
||||
If you compare regular shell scripting with cdist, there is one major
|
||||
difference: When using cdist types,
|
||||
the results are
|
||||
[idempotent](https://en.wikipedia.org/wiki/Idempotence).
|
||||
In practise that means it does not matter in which order you
|
||||
call cdist types, the result is always the same.
|
||||
|
||||
## Zero dependency configuration management
|
||||
|
||||
Cdist requires very litte on a target system. Even better,
|
||||
in almost all cases all dependencies are usually fulfilled.
|
||||
Cdist does not require an agent or a high level programming
|
||||
languages on the target host: it will run on any host that
|
||||
has a **ssh server running** and a posix compatible shell
|
||||
(**/bin/sh**). Compared to other configuration management systems,
|
||||
it does not require to open up an additional port.
|
||||
|
||||
## Push based distribution
|
||||
|
||||
Cdist uses the push based model for configuration. In this
|
||||
scenario, one (or more) computers connect the target hosts
|
||||
and apply the configuration. That way the source host has
|
||||
very little requirements: Cdist can even run on a sysadmin
|
||||
notebook that is loosely connected to the network and has
|
||||
limited amount of resources.
|
||||
|
||||
Furthermore, from a security point of view, only one machine
|
||||
needs access to the target hosts. No target hosts will ever
|
||||
need to connect back to the source host, which contains the
|
||||
full configuration.
|
||||
|
||||
## Highly scalable
|
||||
|
||||
If at some point you manage more hosts than can be handled from
|
||||
a single source host, you can simply add more resources: Either
|
||||
add more cores to one host or add hosts.
|
||||
Cdist will utilise the given resources in parallel.
|
||||
|
||||
[[!tag cdist unix]]
|
Loading…
Reference in New Issue