Configuring Hosts Using Salt

Ansible is an automation engine and configuration management tool. It works without client and daemon and solely relies on Python and SSH. Ansible consists of a control node, for example a notebook, a workstation, or a server and managed nodes, that is the hosts in its inventory. You can use Ansible to configure hosts similar to Puppet and Salt.

ATIX offers Ansible trainings for beginners and advanced users on how to use Ansible as a configuration management tool. This helps you manage your infrastructure more efficiently using Ansible roles. It communicates how to create, use, and maintain Ansible roles, inventories, and playbooks based on best practices. Refer to the Ansible trainings website for more information or contact us.

Webinar on YouTube "orcharhino Ansible Integration vs AWX, Ansible Automation Platform, or Oracle Linux Automation Manager"

Introduction to Salt

You can use Salt as a configuration management tool similar to Ansible or Puppet.

This guide describes how to use Salt for configuration management in orcharhino. This guide contains information about how to install the Salt plug-in, how to integrate orcharhino with an existing Salt Master, and how to configure hosts with Salt.

Salt offers two distinct modes of operation: Clientless using SSH or the Salt Minion client software.

Salt plug-in in orcharhino supports exclusively the Salt Minion approach.

Additional resources

The official Salt documentation is a good entry point when starting with Salt.
You can download the Salt packages from the official Salt package repository.

Salt architecture

You need a Salt Master that either runs on your orcharhino Server or orcharhino Proxy with the Salt plug-in enabled. You can also use an existing Salt Master by installing and configuring the relevant orcharhino Proxy features on the existing Salt Master host.

For more information on installing a Salt Master, consult the official Salt documentation. Alternatively, use the bootstrap instructions found in the official Salt package repository.

Terminology

Hosts are referred to as Salt Minions.
Information in form of key-value pairs gathered from Salt Minions is referred to as Salt Grains.
Configuration templates are referred to as Salt States.
Bundles of Salt States are referred to as Salt Environments.

Use the same Salt version on the Salt Master as you are using on your Salt Minions. You can use content management in orcharhino to provide hosts with the correct version of the Salt Minion client software.

Table 1. Required ports from Salt Master to Salt Minions
Port	Protocol	Service	Required For
4505 and 4506	TCP	HTTPS	Salt Master to Salt Minions
9191	TCP	HTTPS	Salt API

Installing the Salt plug-in

To configure hosts with Salt, you need to install the Salt plug-in.

Select Salt as a configuration management system during step five of the main orcharhino installation steps. Choosing this option installs and configures both the Salt plug-in and a Salt Master on your orcharhino.

Procedure

On your orcharhino Server, install the Salt plug-in:

# orcharhino-installer \
--enable-foreman-plugin-salt \
--enable-foreman-proxy-plugin-salt

Configuring Salt

After you have installed the Salt plug-in, you need to connect it to a Salt Master. This is required when adding Salt support to an existing orcharhino installation, when adding an existing Salt Master to orcharhino, or when setting up Salt on orcharhino Proxy.

If you select Salt during the main orcharhino installation steps, the installer automatically performs those steps on your orcharhino. Use the following sections to manually install Salt on your orcharhino Server or orcharhino Proxy.

Perform all actions on your Salt Master unless noted otherwise. This is either your orcharhino Server or orcharhino Proxy with Salt enabled.

Configuring Salt on orcharhino Server

You need to configure orcharhino Server to use the Salt plug-in.

Procedure

On your orcharhino Server, extend the /etc/sudoers file to allow the foreman-proxy user to run Salt:

Cmd_Alias SALT = /usr/bin/salt, /usr/bin/salt-key
foreman-proxy ALL = NOPASSWD: SALT
Defaults:foreman-proxy !requiretty

On your orcharhino Server, add a user called saltuser to access the Salt API:
```
# adduser --no-create-home --shell /bin/false --home-dir / saltuser
# passwd saltuser
```
Enter the password for the Salt user twice.

The command adduser saltuser -p password does not work. Using it prevents you from importing Salt States.

Authenticating Salt Minions using Salt autosign Grains

Configure orcharhino to automatically accept Salt Minions using Salt autosign Grains.

Procedure

Add the reactor to the salt/auth event.
Copy the Salt runners into your file_roots runners directory. The directory depends on your /etc/salt/master config. If it is configured to use /srv/salt, create the runners folder /srv/salt/_runners and copy the Salt runners into it.
```
# mkdir -p /srv/salt/_runners
# cp /usr/share/foreman-proxy/salt/runners/* /srv/salt/_runners/
```
Restart the Salt Master service:
```
# systemctl restart salt-master
```
Enable the Salt reactors and runners in your Salt Environment:
```
# salt-run saltutil.sync_all
```

Authenticating Salt Minions using host names

Configure orcharhino to authenticate Salt Minions based on their host names. This relies on the autosign.conf file that stores the host names of Salt Minions the Salt Master accepts.

Procedure

On your Salt Master, add the foreman-proxy user that is running Salt to the root user group:
```
# usermod -a -G foreman-proxy root
```
On your Salt Master, enable the autosign.conf file in /etc/salt/master:
```
autosign_file: /etc/salt/autosign.conf
permissive_pki_access: True
```

On your Salt Master, create the /etc/salt/autosign.conf file and set appropriate ownership and permissions:

# touch /etc/salt/autosign.conf
# chown root:foreman-proxy /etc/salt/autosign.conf
# chmod 660 /etc/salt/autosign.conf

Enabling Salt Grain uploads

Hosts running the Salt Minion client software can upload Salt Grains to orcharhino Server or orcharhino Proxy. Salt Grains are collected system properties, for example the operating system or IP address of a Salt Minion.

Procedure

On your Salt Master, edit /etc/salt/foreman.yaml:

:proto: https
:host: orcharhino.example.com
:port: 443
:ssl_ca: "/etc/puppetlabs/puppet/ssl/ssl_ca.pem"
:ssl_cert: "/etc/puppetlabs/puppet/ssl/client_cert.pem"
:ssl_key: "/etc/puppetlabs/puppet/ssl/client_key.pem"
:timeout: 10
:salt: /usr/bin/salt
:upload_grains: true

Configuring the Salt API

Configure the Salt API on your Salt Master.

Procedure

On your Salt master, edit /etc/foreman-proxy/settings.d/salt.yml:
```
:use_api: true
:api_auth: pam
:api_url: https://orcharhino.example.com:9191
:api_username: saltuser
:api_password: password
```
Ensure to use the password of the previously created saltuser.

Activating Salt

Use this procedure to activate Salt plug-in on your orcharhino.

Procedure

On your Salt Master, restart all Salt services:
```
# systemctl restart salt-master salt-api
```
On your orcharhino Server, restart all orcharhino services:
```
# orcharhino-maintain service restart
```
In the orcharhino management UI, navigate to Infrastructure > orcharhino Proxies.
Click Refresh for the relevant orcharhino Proxy.

Setting up Salt Minions

Salt Minions require the Salt Minion client software to interact with your Salt Master.

Providing the Salt Client to Salt Minions

Provide the Salt Client to your hosts.

Procedure

Create a product called Salt. For more information, see Creating a custom product.
Create a repository within the Salt product for each operating system supported by orcharhino that you want to install the Salt Minion client software on. For more information, see Adding RPM repositories or Adding Deb repositories.

Add the operating system to the name of the repository, for example Salt for Ubuntu 20.04.

You can find the upstream URL for the Salt packages on the official Salt package repository. The URL depends on both the Salt version and the operating system, for example https://repo.saltproject.io/py3/ubuntu/20.04/amd64/3003/.
Synchronize the previously created products. For more information, see Synchronizing repositories.
Create a content view for each repository. For more information, see Creating a content view.
Create a composite content view for each major version of each operating system to make the new content available. For more information, see Create a composite content view.
Add each of your operating system specific Salt content views to your main composite content view for that operating system and version.
Publish a new version of the composite content view from the previous step.
Promote the content view from the previous step to your lifecycle environments as appropriate. For more information, see Promoting a content view.
Optional: Create activation keys for your composite content view and lifecycle environment combinations.

Creating a host group with Salt

You can create a host group with Salt enabled to bundle provisioning and configuration settings for hosts.

Procedure

In the orcharhino management UI, navigate to Configure > Host Groups.
Click Create Host Group.
Click the Host Group tab and select a Salt Environment and a Salt Master.
Click the Salt States tab and assign Salt States to your host group.
Click the Activation Keys tab and select an activation key containing the Salt Minion client software.
Click Submit to save your host group.

Hosts deployed using this host group automatically install and configure the required Salt Minion client software and register with your Salt Master. For more information, see Creating a Host Group Managing Hosts.

Deploying Salt Minion hosts

Deploy hosts that are fully provisioned and configured for Salt usage.

Prerequisites

A Salt Master
A Salt Environment
A content view containing the required Salt Minion client software
An activation key
A lifecycle environment

Procedure

In the orcharhino management UI, navigate to Hosts > Create Host.
Select the previously created host group with Salt enabled.
Click Submit to deploy a host.

Verifying the connection between Salt Master and Salt Minions

Verify the connection between your Salt Master and Salt Minions.

Procedure

Connect to your Salt Master using SSH:
```
# ssh root@salt-master.example.com
```
Ping your Salt Minions:
```
# salt "*" test.ping
```
Display all Salt Grains of all connected Salt Minions:
```
# salt "*" grains.items
```

Using Salt

Salt Minions managed by orcharhino are associated with a Salt Master and a Salt Environment. The associated Salt Environment within orcharhino must match the actual Salt Environment from the file_roots option in the /etc/salt/master file. You can configure hosts with Salt after they are associated with your orcharhino Server or orcharhino Proxy and the Salt Minion client software is installed.

Using the Salt Hammer CLI

You can use Hammer CLI to configure hosts using Salt. Run hammer --help for more information.

Prerequisites

Install hammer_cli_foreman_salt on your orcharhino Server

Examples

Creating a Salt State:

# hammer salt-state create \
--name My_Salt_State

Viewing information about a Salt Minion:

# hammer salt-minion info \
--name salt-minion.example.com

Adding Salt States to a Salt Minion:

# hammer salt-minion update \
--name salt-minion.example.com \
--salt-states My_Salt_State

Using the Salt API

orcharhino Salt extends the orcharhino REST API with Salt-specific features. View the full API documentation on your orcharhino Server at http://orcharhino.example.com/apidoc/v2.html.

Example

Use curl to get a list of keys from orcharhino-proxy.network2.example.com:

# curl -u My_User_Name:My_Password \
-H "Accept: version=2,application/json" \
https://orcharhino.example.com/salt/api/v2/salt_keys/orcharhino-proxy.network2.example.com

Importing Salt States

A Salt State configures parts of a host, for example, a service or the installation of a package. You can import Salt States from your Salt Master to orcharhino. The Salt Master configuration in this guide uses a Salt Environment called base that includes the Salt States stored in /srv/salt/.

Procedure

In the orcharhino management UI, navigate to Configure > Salt > States.
Click Import from FQDN.
Optional: Click Edit to assign Salt States to Salt Environments.
Optional: Click Delete to remove a Salt State from your orcharhino. This only removes the Salt State from orcharhino, not from the disk of your Salt Master.
Click Submit to import the Salt States.

After you have imported Salt States, you can assign them to hosts or Host Groups. Salt applies these Salt States to any hosts they are assigned to every time you run state.highstate. For more information, see Running Salt.

Configure the paths for Salt States and Salt Pillars in /etc/salt/master. By default, Salt States are located in /srv/salt and and Salt Pillars in /srv/pillar.

Viewing Salt autosign keys

The Salt Keys page lists hosts and their Salt keys. You can manually accept, reject, or delete keys.

Use the Salt Autosign feature to automatically accept signing requests from hosts. By default, hosts are supplied with a Salt key during host provisioning.

This feature only covers the Salt Autosign using the autosign.conf authentication.

Procedure

In the orcharhino management UI, navigate to Infrastructure > orcharhino Proxies.
Select a orcharhino Proxy.
In the Actions drop down menu, click Salt Keys.

Enabling Salt report uploads

The Salt Master can directly upload Salt reports to orcharhino.

Procedure

Connect to your Salt Master using SSH:
```
# ssh root@salt-master.example.com
```

Ensure that the Salt reactor is present:

# file /usr/share/foreman-proxy/salt/reactors/foreman_report_upload.sls

Copy report upload script:

# cp /usr/share/foreman-proxy/salt/runners/foreman_report_upload.py /srv/salt/_runners/

Restart the Salt Master service:
```
# systemctl restart salt-master
```
Enable the new runner:
```
# salt-run saltutil.sync_all
```
If you use a cron job to upload facts from your Salt Master to orcharhino, disable the cron job:
```
# rm -f /etc/cron.d/smart_proxy_salt
```

Alternatively, you can upload Salt reports from your Salt Master to orcharhino manually:

# /usr/sbin/upload-salt-reports

Viewing Salt reports

You can view uploaded Salt reports from Salt Minions in orcharhino.

Procedure

To view all Salt reports, in the orcharhino management UI, navigate to Monitor > Reports > Config Management.
To view Salt reports associated with a host, in the orcharhino management UI, navigate to Hosts > All Hosts, select a host, and click the Reports tab.

Salt variables

You can configure Salt Variables within orcharhino. The configured values are available as Salt Pillar data.

Viewing ENC parameters

You can use orcharhino as an external node classifier for Salt. Click Salt ENC on the host overview page to view assigned Salt States. This shows a list of parameters that are made available for Salt usage as Salt Pillar data.

You can check what parameters are truly available on the Salt side by completing the following procedure.

Procedure

Connect to your Salt Master using SSH:
```
# ssh root@salt-master.example.com
```
View available ENC parameters:
```
# salt '*' pillar.items
```
Optional: Refresh the Salt Pillar data if a parameter is missing:
```
# salt '*' saltutil.refresh_pillar
```

Running Salt

You can run arbitrary Salt functions, such as salt.highstate, using remote execution on one or more Salt Minions. This applies all relevant Salt States on your hosts.

Procedure

In the orcharhino management UI, navigate to Monitor > Jobs and click Run job.
- If you want to run Salt highstate, select Salt as Job category and Salt Run state.highstate – Salt default as Job template and click Next.
- If you want to run a Salt function, select Salt-Call as Job category and Salt Run function – SSH default as Job template and click Next.
  
  In the Function field, enter the name of the function that you want to trigger, for example, pillar.items or test.ping.
Select hosts on which you want to run the job. If you do not select any hosts, the job will run on all hosts you can see in the current context.
Click Next.
Optional: To configure advanced settings for the job, fill in the Advanced fields. To learn more about advanced settings, see Advanced Settings in the Job Wizard in Managing Hosts.
Click Next.
Select Immediate execution to execute the job immediately and click Next.
Review job details. You have the option to return to any part of the job wizard and edit the information.
Click Run to schedule the job for execution.

Alternatively, you can define recurrent actions using the native Salt way. For example, you can schedule hourly state.highstate runs on individual Salt Minions by extending /etc/salt/minion:

schedule:
  highstate:
    function: state.highstate
    minutes: 60

Salt example

This example uses a Salt State to manage the /etc/motd file on one or more Salt Minions. It demonstrates the use of orcharhino as an external node classifier and the use of Salt Grains.

Procedure

Create a global parameter called vendor_name with the string orcharhino as its value.
Add a new Salt State called motd to your Salt Master.
Create the /srv/salt/motd/ directory:
```
# mkdir -p /srv/salt/motd/
```

Create /srv/salt/motd/init.sls as a Salt State file:

/etc/motd:
  file.managed:
    - user: root
    - group: root
    - mode: 0644
    - source: salt://motd/motd.template
    - template: jinja

Create /srv/salt/motd/motd.template as a template referenced by the Salt State file:
```
Welcome to {{ grains['fqdn'] }} Powered by {{ salt['pillar.get']('vendor_name') }}
```
Access the fqdn Salt Grain from within this template and retrieve the vendor_name parameter from the Salt Pillar.
Import the motd Salt State into orcharhino. For more information, see Importing Salt States.
Verify that Salt has been given access to the vendor_name parameter by running either of the following commands on your Salt Master:
```
# salt '*' pillar.items | grep -A 1 vendor_name
# salt '*' pillar.get vendor_name
```
If the output does not include the value of the vendor_name parameter, you must refresh the Salt Pillar data first:
```
# salt '*' saltutil.refresh_pillar
```
For information about how to refresh Salt Pillar data, see Viewing ENC Parameters.
Add the motd Salt State to your Salt Minions or a host group.
Run state.highstate to apply the Salt State. For more information, see Running Salt.
Optional: Verify the contents of /etc/motd on a Salt Minion.

The text and illustrations on this page are licensed by ATIX AG under a Creative Commons Attribution–Share Alike 3.0 Unported ("CC-BY-SA") license. This page also contains text from the official Foreman documentation which uses the same license ("CC-BY-SA").