ansible/docs/docsite/rst/installation_guide/intro_installation.rst

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.. _installation_guide:
.. _intro_installation_guide:
Installation Guide
==================
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.. contents:: Topics
Welcome to the Ansible Installation Guide!
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.. _what_will_be_installed:
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Basics / What Will Be Installed
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```````````````````````````````
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Ansible by default manages machines over the SSH protocol.
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Once Ansible is installed, it will not add a database, and there will be no daemons to start or keep running. You only need to install it on one machine (which could easily be a laptop) and it can manage an entire fleet of remote machines from that central point. When Ansible manages remote machines, it does not leave software installed or running on them, so there's no real question about how to upgrade Ansible when moving to a new version.
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.. _what_version:
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What Version To Pick?
`````````````````````
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Because it runs so easily from source and does not require any installation of software on remote
machines, many users will actually track the development version.
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Ansible's release cycles are usually about four months long. Due to this short release cycle,
minor bugs will generally be fixed in the next release versus maintaining backports on the stable branch.
Major bugs will still have maintenance releases when needed, though these are infrequent.
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If you are wishing to run the latest released version of Ansible and you are running Red Hat Enterprise Linux (TM), CentOS, Fedora, Debian, or Ubuntu, we recommend using the OS package manager.
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For other installation options, we recommend installing via "pip", which is the Python package manager, though other options are also available.
If you wish to track the development release to use and test the latest features, we will share
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information about running from source. It's not necessary to install the program to run from source.
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.. _control_machine_requirements:
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Control Machine Requirements
````````````````````````````
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Currently Ansible can be run from any machine with Python 2 (version 2.7) or Python 3 (versions 3.5 and higher) installed. Windows isn't supported for the control machine.
This includes Red Hat, Debian, CentOS, macOS, any of the BSDs, and so on.
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.. note::
macOS by default is configured for a small number of file handles, so if you want to use 15 or more forks you'll need to raise the ulimit with ``sudo launchctl limit maxfiles unlimited``. This command can also fix any "Too many open files" error.
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.. warning::
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Please note that some modules and plugins have additional requirements. For modules these need to be satisfied on the 'target' machine and should be listed in the module specific docs.
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.. _managed_node_requirements:
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Managed Node Requirements
`````````````````````````
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On the managed nodes, you need a way to communicate, which is normally ssh. By
default this uses sftp. If that's not available, you can switch to scp in
:file:`ansible.cfg`. You also need Python 2 (version 2.6 or later) or Python 3 (version 3.5 or
later).
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.. note::
* If you have SELinux enabled on remote nodes, you will also want to install
libselinux-python on them before using any copy/file/template related functions in Ansible. You
can use the :ref:`yum module<yum_module>` or :ref:`dnf module<dnf_module>` in Ansible to install this package on remote systems
that do not have it.
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* By default, Ansible uses the python interpreter located at :file:`/usr/bin/python` to run its
modules. However, some Linux distributions may only have a Python 3 interpreter installed to
:file:`/usr/bin/python3` by default. On those systems, you may see an error like::
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"module_stdout": "/bin/sh: /usr/bin/python: No such file or directory\r\n"
you can either set the :ref:`ansible_python_interpreter<ansible_python_interpreter>` inventory variable (see
:ref:`inventory`) to point at your interpreter or you can install a Python 2 interpreter for
modules to use. You will still need to set :ref:`ansible_python_interpreter<ansible_python_interpreter>` if the Python
2 interpreter is not installed to :command:`/usr/bin/python`.
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* Ansible's "raw" module (for executing commands in a quick and dirty way) and the script module
don't even need Python installed. So technically, you can use Ansible to install a compatible
version of Python using the :ref:`raw module<raw_module>`, which then allows you to use everything else.
For example, if you need to bootstrap Python 2 onto a RHEL-based system, you can install it
via
.. code-block:: shell
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$ ansible myhost --sudo -m raw -a "yum install -y python2"
.. _installing_the_control_machine:
Installing the Control Machine
``````````````````````````````
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.. _from_yum:
Latest Release via DNF or Yum
+++++++++++++++++++++++++++++
On Fedora:
.. code-block:: bash
$ sudo dnf install ansible
On RHEL and CentOS:
.. code-block:: bash
$ sudo yum install ansible
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RPMs for RHEL 7 are available from the `Ansible Engine repository <https://access.redhat.com/articles/3174981>`_.
To enable the Ansible Engine repository, run the following command:
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.. code-block:: bash
$ sudo subscription-manager repos --enable rhel-7-server-ansible-2.6-rpms
RPMs for currently supported versions of RHEL, CentOS, and Fedora are available from `EPEL <https://fedoraproject.org/wiki/EPEL>`_ as well as `releases.ansible.com <https://releases.ansible.com/ansible/rpm>`_.
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Ansible version 2.4 and later can manage earlier operating systems that contain Python 2.6 or higher.
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You can also build an RPM yourself. From the root of a checkout or tarball, use the ``make rpm`` command to build an RPM you can distribute and install.
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.. code-block:: bash
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$ git clone https://github.com/ansible/ansible.git
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$ cd ./ansible
$ make rpm
$ sudo rpm -Uvh ./rpm-build/ansible-*.noarch.rpm
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.. _from_apt:
Latest Releases via Apt (Ubuntu)
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++++++++++++++++++++++++++++++++
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Ubuntu builds are available `in a PPA here <https://launchpad.net/~ansible/+archive/ubuntu/ansible>`_.
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To configure the PPA on your machine and install ansible run these commands:
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.. code-block:: bash
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$ sudo apt-get update
$ sudo apt-get install software-properties-common
[WIP] Backport/2.7/batch port (#45859) Batch of docs backports: * docs: Clarify include_task v import_tasks with conditionals (#43856) (cherry picked from commit 6be42a2a0ec6afb1e8a2f5f48bef4e9c1588dd34) * Add single quotes around package name (#45152) (cherry picked from commit 0d81386144298af42810fbf4d88668c67425d29c) * prefer ansible_facts namespace and dict notation (#44980) (cherry picked from commit 44510448b07c16bbf7767076e2392f47dcb7e824) * fix cherrypick conflict - scenario_guides * Update implicit_localhost.rst (#45455) (cherry picked from commit f68cd1acc65fe7914f4adda7eb3b6f2b1a78ef1e) * updated fbsd install instructions (#45309) (cherry picked from commit e9c2695ce745cf42d1c69166d838ad17555d8b99) * Change "Defaulting Undefined Variables" (#41379) (cherry picked from commit e35c4be1c1a5e40d1b5e2b33ac04e83e4a5fc4e7) * adds license details to dev guide pages (#45574) (cherry picked from commit 6e68d77f6dde19f5eb5c77e5f0829958597c2333) * FAQ: fix a typo, add link to 'vars' lookup (#42412) (cherry picked from commit 95649dc793e178b9b9d796865db0a1ce2c2c2355) * Fix link and toctree (#45595) (cherry picked from commit 6999bf318f7c786abdabdfa9c129a5151172cd61) * Improve the local toctree (and title) (#45590) (cherry picked from commit afea00fa9fe3e5a04b17e4016e61b9399d4a1a50) * Add undocumented configuration parameter and explain in porting guide (#36059) (cherry picked from commit a892a6ef03a0b4e0e6fc7b66c20f82154cad8a8d) * Simplify PPA installation for Ubuntu (#45690) (cherry picked from commit 78e9f452a5bb9d2c8b1d1ae9bdaa3bd86e1b972b) * adding git+ssh uri scheme (#36025) (cherry picked from commit 84a42577740b14d77e9571dfd242261b91283d94) * Add workaround for non-standard kerberos environments (#41465) (cherry picked from commit 4e532e0ad99396cbfc5dd32a0b02efcc57523b99) * Restore license agreement (#45809) (cherry picked from commit f430f60541899792356efd3ba7f31f7324731f10) * partial cherry-pick - lenovo doc update PR 45483
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$ sudo apt-add-repository --yes --update ppa:ansible/ansible
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$ sudo apt-get install ansible
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.. note:: On older Ubuntu distributions, "software-properties-common" is called "python-software-properties".
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Debian/Ubuntu packages can also be built from the source checkout, run:
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.. code-block:: bash
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$ make deb
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You may also wish to run from source to get the latest, which is covered below.
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Latest Releases via Apt (Debian)
++++++++++++++++++++++++++++++++
Debian users may leverage the same source as the Ubuntu PPA.
Add the following line to /etc/apt/sources.list:
.. code-block:: bash
deb http://ppa.launchpad.net/ansible/ansible/ubuntu trusty main
Then run these commands:
.. code-block:: bash
$ sudo apt-key adv --keyserver keyserver.ubuntu.com --recv-keys 93C4A3FD7BB9C367
$ sudo apt-get update
$ sudo apt-get install ansible
.. note:: This method has been verified with the Trusty sources in Debian Jessie and Stretch but may not be supported in earlier versions.
Latest Releases via Portage (Gentoo)
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++++++++++++++++++++++++++++++++++++
.. code-block:: bash
$ emerge -av app-admin/ansible
To install the newest version, you may need to unmask the ansible package prior to emerging:
.. code-block:: bash
$ echo 'app-admin/ansible' >> /etc/portage/package.accept_keywords
.. note::
The current default Python slot on Gentoo is version 3.4. Ansible needs Python-3.5 or higher so
you will need to `:ref:`bootstrap <managed_node_requirements>` a compatible version onto the
machines.
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Latest Releases via pkg (FreeBSD)
+++++++++++++++++++++++++++++++++
[WIP] Backport/2.7/batch port (#45859) Batch of docs backports: * docs: Clarify include_task v import_tasks with conditionals (#43856) (cherry picked from commit 6be42a2a0ec6afb1e8a2f5f48bef4e9c1588dd34) * Add single quotes around package name (#45152) (cherry picked from commit 0d81386144298af42810fbf4d88668c67425d29c) * prefer ansible_facts namespace and dict notation (#44980) (cherry picked from commit 44510448b07c16bbf7767076e2392f47dcb7e824) * fix cherrypick conflict - scenario_guides * Update implicit_localhost.rst (#45455) (cherry picked from commit f68cd1acc65fe7914f4adda7eb3b6f2b1a78ef1e) * updated fbsd install instructions (#45309) (cherry picked from commit e9c2695ce745cf42d1c69166d838ad17555d8b99) * Change "Defaulting Undefined Variables" (#41379) (cherry picked from commit e35c4be1c1a5e40d1b5e2b33ac04e83e4a5fc4e7) * adds license details to dev guide pages (#45574) (cherry picked from commit 6e68d77f6dde19f5eb5c77e5f0829958597c2333) * FAQ: fix a typo, add link to 'vars' lookup (#42412) (cherry picked from commit 95649dc793e178b9b9d796865db0a1ce2c2c2355) * Fix link and toctree (#45595) (cherry picked from commit 6999bf318f7c786abdabdfa9c129a5151172cd61) * Improve the local toctree (and title) (#45590) (cherry picked from commit afea00fa9fe3e5a04b17e4016e61b9399d4a1a50) * Add undocumented configuration parameter and explain in porting guide (#36059) (cherry picked from commit a892a6ef03a0b4e0e6fc7b66c20f82154cad8a8d) * Simplify PPA installation for Ubuntu (#45690) (cherry picked from commit 78e9f452a5bb9d2c8b1d1ae9bdaa3bd86e1b972b) * adding git+ssh uri scheme (#36025) (cherry picked from commit 84a42577740b14d77e9571dfd242261b91283d94) * Add workaround for non-standard kerberos environments (#41465) (cherry picked from commit 4e532e0ad99396cbfc5dd32a0b02efcc57523b99) * Restore license agreement (#45809) (cherry picked from commit f430f60541899792356efd3ba7f31f7324731f10) * partial cherry-pick - lenovo doc update PR 45483
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Though Ansible works with both Python 2 and 3 versions, FreeBSD has different packages for each Python version.
So to install you can use:
.. code-block:: bash
[WIP] Backport/2.7/batch port (#45859) Batch of docs backports: * docs: Clarify include_task v import_tasks with conditionals (#43856) (cherry picked from commit 6be42a2a0ec6afb1e8a2f5f48bef4e9c1588dd34) * Add single quotes around package name (#45152) (cherry picked from commit 0d81386144298af42810fbf4d88668c67425d29c) * prefer ansible_facts namespace and dict notation (#44980) (cherry picked from commit 44510448b07c16bbf7767076e2392f47dcb7e824) * fix cherrypick conflict - scenario_guides * Update implicit_localhost.rst (#45455) (cherry picked from commit f68cd1acc65fe7914f4adda7eb3b6f2b1a78ef1e) * updated fbsd install instructions (#45309) (cherry picked from commit e9c2695ce745cf42d1c69166d838ad17555d8b99) * Change "Defaulting Undefined Variables" (#41379) (cherry picked from commit e35c4be1c1a5e40d1b5e2b33ac04e83e4a5fc4e7) * adds license details to dev guide pages (#45574) (cherry picked from commit 6e68d77f6dde19f5eb5c77e5f0829958597c2333) * FAQ: fix a typo, add link to 'vars' lookup (#42412) (cherry picked from commit 95649dc793e178b9b9d796865db0a1ce2c2c2355) * Fix link and toctree (#45595) (cherry picked from commit 6999bf318f7c786abdabdfa9c129a5151172cd61) * Improve the local toctree (and title) (#45590) (cherry picked from commit afea00fa9fe3e5a04b17e4016e61b9399d4a1a50) * Add undocumented configuration parameter and explain in porting guide (#36059) (cherry picked from commit a892a6ef03a0b4e0e6fc7b66c20f82154cad8a8d) * Simplify PPA installation for Ubuntu (#45690) (cherry picked from commit 78e9f452a5bb9d2c8b1d1ae9bdaa3bd86e1b972b) * adding git+ssh uri scheme (#36025) (cherry picked from commit 84a42577740b14d77e9571dfd242261b91283d94) * Add workaround for non-standard kerberos environments (#41465) (cherry picked from commit 4e532e0ad99396cbfc5dd32a0b02efcc57523b99) * Restore license agreement (#45809) (cherry picked from commit f430f60541899792356efd3ba7f31f7324731f10) * partial cherry-pick - lenovo doc update PR 45483
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$ sudo pkg install py27-ansible
or:
.. code-block:: bash
$ sudo pkg install py36-ansible
You may also wish to install from ports, run:
.. code-block:: bash
$ sudo make -C /usr/ports/sysutils/ansible install
[WIP] Backport/2.7/batch port (#45859) Batch of docs backports: * docs: Clarify include_task v import_tasks with conditionals (#43856) (cherry picked from commit 6be42a2a0ec6afb1e8a2f5f48bef4e9c1588dd34) * Add single quotes around package name (#45152) (cherry picked from commit 0d81386144298af42810fbf4d88668c67425d29c) * prefer ansible_facts namespace and dict notation (#44980) (cherry picked from commit 44510448b07c16bbf7767076e2392f47dcb7e824) * fix cherrypick conflict - scenario_guides * Update implicit_localhost.rst (#45455) (cherry picked from commit f68cd1acc65fe7914f4adda7eb3b6f2b1a78ef1e) * updated fbsd install instructions (#45309) (cherry picked from commit e9c2695ce745cf42d1c69166d838ad17555d8b99) * Change "Defaulting Undefined Variables" (#41379) (cherry picked from commit e35c4be1c1a5e40d1b5e2b33ac04e83e4a5fc4e7) * adds license details to dev guide pages (#45574) (cherry picked from commit 6e68d77f6dde19f5eb5c77e5f0829958597c2333) * FAQ: fix a typo, add link to 'vars' lookup (#42412) (cherry picked from commit 95649dc793e178b9b9d796865db0a1ce2c2c2355) * Fix link and toctree (#45595) (cherry picked from commit 6999bf318f7c786abdabdfa9c129a5151172cd61) * Improve the local toctree (and title) (#45590) (cherry picked from commit afea00fa9fe3e5a04b17e4016e61b9399d4a1a50) * Add undocumented configuration parameter and explain in porting guide (#36059) (cherry picked from commit a892a6ef03a0b4e0e6fc7b66c20f82154cad8a8d) * Simplify PPA installation for Ubuntu (#45690) (cherry picked from commit 78e9f452a5bb9d2c8b1d1ae9bdaa3bd86e1b972b) * adding git+ssh uri scheme (#36025) (cherry picked from commit 84a42577740b14d77e9571dfd242261b91283d94) * Add workaround for non-standard kerberos environments (#41465) (cherry picked from commit 4e532e0ad99396cbfc5dd32a0b02efcc57523b99) * Restore license agreement (#45809) (cherry picked from commit f430f60541899792356efd3ba7f31f7324731f10) * partial cherry-pick - lenovo doc update PR 45483
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You can also choose a specific version, i.e ``ansible25``.
Older versions of FreeBSD worked with something like this (substitute for your choice of package manager):
.. code-block:: bash
$ sudo pkg install ansible
.. _on_macos:
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Latest Releases on macOS
++++++++++++++++++++++++++
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The preferred way to install Ansible on a Mac is via pip.
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The instructions can be found in `Latest Releases via Pip`_ section. If you are running macOS version 10.12 or older, then you ought to upgrade to the latest pip (9.0.3 or newer) to connect to the Python Package Index securely.
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.. _from_pkgutil:
Latest Releases via OpenCSW (Solaris)
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+++++++++++++++++++++++++++++++++++++
Ansible is available for Solaris as `SysV package from OpenCSW <https://www.opencsw.org/packages/ansible/>`_.
.. code-block:: bash
# pkgadd -d http://get.opencsw.org/now
# /opt/csw/bin/pkgutil -i ansible
.. _from_pacman:
Latest Releases via Pacman (Arch Linux)
+++++++++++++++++++++++++++++++++++++++
Ansible is available in the Community repository::
$ pacman -S ansible
The AUR has a PKGBUILD for pulling directly from Github called `ansible-git <https://aur.archlinux.org/packages/ansible-git>`_.
Also see the `Ansible <https://wiki.archlinux.org/index.php/Ansible>`_ page on the ArchWiki.
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.. _from_pip:
Latest Releases via Pip
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+++++++++++++++++++++++
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Ansible can be installed via "pip", the Python package manager. If 'pip' isn't already available in
your version of Python, you can get pip by::
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$ sudo easy_install pip
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Then install Ansible with [1]_::
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$ sudo pip install ansible
Or if you are looking for the latest development version::
$ pip install git+https://github.com/ansible/ansible.git@devel
If you are installing on macOS Mavericks, you may encounter some noise from your compiler. A workaround is to do the following::
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$ sudo CFLAGS=-Qunused-arguments CPPFLAGS=-Qunused-arguments pip install ansible
Readers that use virtualenv can also install Ansible under virtualenv, though we'd recommend to not worry about it and just install Ansible globally. Do not use easy_install to install Ansible directly.
.. note::
Older versions of pip defaults to http://pypi.python.org/simple, which no longer works.
Please make sure you have an updated pip (version 10 or greater) installed before installing Ansible.
Refer `here <https://pip.pypa.io/en/stable/installing/#installation>`_ about installing latest pip.
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.. _tagged_releases:
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Tarballs of Tagged Releases
+++++++++++++++++++++++++++
Packaging Ansible or wanting to build a local package yourself, but don't want to do a git checkout? Tarballs of releases are available on the `Ansible downloads <https://releases.ansible.com/ansible>`_ page.
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These releases are also tagged in the `git repository <https://github.com/ansible/ansible/releases>`_ with the release version.
.. _from_source:
Running From Source
+++++++++++++++++++
Ansible is easy to run from a checkout - root permissions are not required
to use it and there is no software to actually install. No daemons
or database setup are required. Because of this, many users in our community use the
development version of Ansible all of the time so they can take advantage of new features
when they are implemented and easily contribute to the project. Because there is
nothing to install, following the development version is significantly easier than most
open source projects.
.. note::
If you are intending to use Tower as the Control Machine, do not use a source install. Please use OS package manager (like ``apt/yum``) or ``pip`` to install a stable version.
To install from source, clone the Ansible git repository:
.. code-block:: bash
$ git clone https://github.com/ansible/ansible.git --recursive
$ cd ./ansible
Once git has cloned the Ansible repository, setup the Ansible environment:
Using Bash:
.. code-block:: bash
$ source ./hacking/env-setup
Using Fish::
$ source ./hacking/env-setup.fish
If you want to suppress spurious warnings/errors, use::
$ source ./hacking/env-setup -q
If you don't have pip installed in your version of Python, install pip::
$ sudo easy_install pip
Ansible also uses the following Python modules that need to be installed [1]_:
.. code-block:: bash
$ sudo pip install -r ./requirements.txt
To update ansible checkouts, use pull-with-rebase so any local changes are replayed.
.. code-block:: bash
$ git pull --rebase
Note: when updating Ansible checkouts that are v2.2 and older, be sure to not
only update the source tree, but also the "submodules" in git which point at
Ansible's own modules.
.. code-block:: bash
$ git pull --rebase #same as above
$ git submodule update --init --recursive
Once running the env-setup script you'll be running from checkout and the default inventory file
will be /etc/ansible/hosts. You can optionally specify an inventory file (see :ref:`inventory`)
other than /etc/ansible/hosts:
.. code-block:: bash
$ echo "127.0.0.1" > ~/ansible_hosts
$ export ANSIBLE_INVENTORY=~/ansible_hosts
.. note::
ANSIBLE_INVENTORY is available starting at 1.9 and substitutes the deprecated ANSIBLE_HOSTS
You can read more about the inventory file in later parts of the manual.
Now let's test things with a ping command:
.. code-block:: bash
$ ansible all -m ping --ask-pass
You can also use "sudo make install".
.. _getting_ansible:
Ansible on GitHub
`````````````````
You may also wish to follow the `GitHub project <https://github.com/ansible/ansible>`_ if
you have a GitHub account. This is also where we keep the issue tracker for sharing
bugs and feature ideas.
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.. seealso::
:ref:`intro_adhoc`
Examples of basic commands
:ref:`working_with_playbooks`
Learning ansible's configuration management language
:ref:`installation_faqs`
Ansible Installation related to FAQs
`Mailing List <https://groups.google.com/group/ansible-project>`_
Questions? Help? Ideas? Stop by the list on Google Groups
`irc.freenode.net <http://irc.freenode.net>`_
#ansible IRC chat channel
.. [1] If you have issues with the "pycrypto" package install on macOS, then you may need to try ``CC=clang sudo -E pip install pycrypto``.