ansible/docs/docsite/rst/galaxy/dev_guide.rst
Sandra McCann 8d2b25d490
Docs backportapalooza 4 (#70875)
* Pipe lookup plugin usage example documentation fix (#70679)

(cherry picked from commit 58d24584c0)

* Fix misleading documentation for naming blocks (#68458)

From what I have observed it is the block itself that doesn't support the name attribute rather than the tasks inside the block.

* Update docs/docsite/rst/user_guide/playbooks_blocks.rst

Co-authored-by: Alicia Cozine <879121+acozine@users.noreply.github.com>
(cherry picked from commit 633c2d0522)

* Fix incorrect statement to set a variable for a playbook (#70712)

Fixes #70638

(cherry picked from commit 59513ae673)

* Make Sources, Plugins sections easier to read (#70652)

Re-wrote the Inventory Sources section and also the next section to have shorter, clearer sentences with a more active voice.

(cherry picked from commit fb3db170cc)

* fix rstcheck problem and gitignore collections dir (#70764)

(cherry picked from commit 24e5d3a51c)

* add note for write permission on rst files (#70766)

* add note for write permission on rst files
* Update docs/docsite/rst/community/documentation_contributions.rst

Co-authored-by: Toshio Kuratomi <a.badger@gmail.com>
(cherry picked from commit 2a7df5e07b)

* Modification of 'Adding modules and plugins locally' topic (#70659)

* Remediated the topic to comply with IBM style guide and minimalism practices
Co-authored-by: Alicia Cozine <879121+acozine@users.noreply.github.com>

(cherry picked from commit 1733253297)

* WIP: add collections as an intersphinx link (#70826)

* adds collections as a ref for intersphinx

* no need for intersphinx

Co-authored-by: Alicia Cozine <acozine@users.noreply.github.com>
(cherry picked from commit b28d59124b)

* Proper example for splitext filter in docs (#70494)

* Update playbooks_filters.rst with a clear example of how to extract its 2 tokens.

Co-authored-by: Sloane Hertel <shertel@redhat.com>
(cherry picked from commit 7a42d27462)

* Few fixes for reference_appendices/faq.html (#70719)

* Format using `` instead of `, add line breaks for long lines, rephrase or remove useless text.
Move some text.

* Add clearer version of OpenSSh is affected by SCP bug

* Review some pages using ansible doc writing guide.

(cherry picked from commit 92e16c2838)

Co-authored-by: Roman Gorshunov <34521622+gorshunovr@users.noreply.github.com>
Co-authored-by: David Rieger <david@isan.engineer>
Co-authored-by: Baptiste Mille-Mathias <baptiste.millemathias@gmail.com>
Co-authored-by: Stef B <regendo@users.noreply.github.com>
Co-authored-by: Sayee <57951841+sayee-jadhav@users.noreply.github.com>
Co-authored-by: Alicia Cozine <879121+acozine@users.noreply.github.com>
Co-authored-by: Fixmetal <fixmetal@gmail.com>
2020-07-28 17:38:17 -05:00

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.. _developing_galaxy:
**********************
Galaxy Developer Guide
**********************
You can host collections and roles on Galaxy to share with the Ansible community. Galaxy content is formatted in pre-packaged units of work such as :ref:`roles <playbooks_reuse_roles>`, and new in Galaxy 3.2, :ref:`collections <collections>`.
You can create roles for provisioning infrastructure, deploying applications, and all of the tasks you do everyday. Taking this a step further, you can create collections which provide a comprehensive package of automation that may include multiple playbooks, roles, modules, and plugins.
.. contents::
:local:
:depth: 2
.. _creating_collections_galaxy:
Creating collections for Galaxy
===============================
Collections are a distribution format for Ansible content. You can use collections to package and distribute playbooks, roles, modules, and plugins.
You can publish and use collections through `Ansible Galaxy <https://galaxy.ansible.com>`_.
See :ref:`developing_collections` for details on how to create collections.
.. _creating_roles_galaxy:
Creating roles for Galaxy
=========================
Use the ``init`` command to initialize the base structure of a new role, saving time on creating the various directories and main.yml files a role requires
.. code-block:: bash
$ ansible-galaxy init role_name
The above will create the following directory structure in the current working directory:
.. code-block:: text
role_name/
README.md
.travis.yml
defaults/
main.yml
files/
handlers/
main.yml
meta/
main.yml
templates/
tests/
inventory
test.yml
vars/
main.yml
If you want to create a repository for the role the repository root should be `role_name`.
Force
-----
If a directory matching the name of the role already exists in the current working directory, the init command will result in an error. To ignore the error
use the ``--force`` option. Force will create the above subdirectories and files, replacing anything that matches.
Container enabled
-----------------
If you are creating a Container Enabled role, pass ``--type container`` to ``ansible-galaxy init``. This will create the same directory structure as above, but populate it
with default files appropriate for a Container Enabled role. For instance, the README.md has a slightly different structure, the *.travis.yml* file tests
the role using `Ansible Container <https://github.com/ansible/ansible-container>`_, and the meta directory includes a *container.yml* file.
Using a custom role skeleton
----------------------------
A custom role skeleton directory can be supplied as follows:
.. code-block:: bash
$ ansible-galaxy init --role-skeleton=/path/to/skeleton role_name
When a skeleton is provided, init will:
- copy all files and directories from the skeleton to the new role
- any .j2 files found outside of a templates folder will be rendered as templates. The only useful variable at the moment is role_name
- The .git folder and any .git_keep files will not be copied
Alternatively, the role_skeleton and ignoring of files can be configured via ansible.cfg
.. code-block:: text
[galaxy]
role_skeleton = /path/to/skeleton
role_skeleton_ignore = ^.git$,^.*/.git_keep$
Authenticate with Galaxy
------------------------
Using the ``import``, ``delete`` and ``setup`` commands to manage your roles on the Galaxy website requires authentication, and the ``login`` command
can be used to do just that. Before you can use the ``login`` command, you must create an account on the Galaxy website.
The ``login`` command requires using your GitHub credentials. You can use your username and password, or you can create a `personal access token <https://help.github.com/articles/creating-an-access-token-for-command-line-use/>`_. If you choose to create a token, grant minimal access to the token, as it is used just to verify identify.
The following shows authenticating with the Galaxy website using a GitHub username and password:
.. code-block:: text
$ ansible-galaxy login
We need your GitHub login to identify you.
This information will not be sent to Galaxy, only to api.github.com.
The password will not be displayed.
Use --github-token if you do not want to enter your password.
GitHub Username: dsmith
Password for dsmith:
Successfully logged into Galaxy as dsmith
When you choose to use your username and password, your password is not sent to Galaxy. It is used to authenticates with GitHub and create a personal access token.
It then sends the token to Galaxy, which in turn verifies that your identity and returns a Galaxy access token. After authentication completes the GitHub token is
destroyed.
If you do not want to use your GitHub password, or if you have two-factor authentication enabled with GitHub, use the ``--github-token`` option to pass a personal access token that you create.
Import a role
-------------
The ``import`` command requires that you first authenticate using the ``login`` command. Once authenticated you can import any GitHub repository that you own or have been granted access.
Use the following to import to role:
.. code-block:: bash
$ ansible-galaxy import github_user github_repo
By default the command will wait for Galaxy to complete the import process, displaying the results as the import progresses:
.. code-block:: text
Successfully submitted import request 41
Starting import 41: role_name=myrole repo=githubuser/ansible-role-repo ref=
Retrieving GitHub repo githubuser/ansible-role-repo
Accessing branch: master
Parsing and validating meta/main.yml
Parsing galaxy_tags
Parsing platforms
Adding dependencies
Parsing and validating README.md
Adding repo tags as role versions
Import completed
Status SUCCESS : warnings=0 errors=0
Branch
^^^^^^
Use the ``--branch`` option to import a specific branch. If not specified, the default branch for the repo will be used.
Role name
^^^^^^^^^
By default the name given to the role will be derived from the GitHub repository name. However, you can use the ``--role-name`` option to override this and set the name.
No wait
^^^^^^^
If the ``--no-wait`` option is present, the command will not wait for results. Results of the most recent import for any of your roles is available on the Galaxy web site by visiting *My Imports*.
Delete a role
-------------
The ``delete`` command requires that you first authenticate using the ``login`` command. Once authenticated you can remove a role from the Galaxy web site. You are only allowed to remove roles where you have access to the repository in GitHub.
Use the following to delete a role:
.. code-block:: bash
$ ansible-galaxy delete github_user github_repo
This only removes the role from Galaxy. It does not remove or alter the actual GitHub repository.
Travis integrations
-------------------
You can create an integration or connection between a role in Galaxy and `Travis <https://travis-ci.org>`_. Once the connection is established, a build in Travis will
automatically trigger an import in Galaxy, updating the search index with the latest information about the role.
You create the integration using the ``setup`` command, but before an integration can be created, you must first authenticate using the ``login`` command; you will
also need an account in Travis, and your Travis token. Once you're ready, use the following command to create the integration:
.. code-block:: bash
$ ansible-galaxy setup travis github_user github_repo xxx-travis-token-xxx
The setup command requires your Travis token, however the token is not stored in Galaxy. It is used along with the GitHub username and repo to create a hash as described
in `the Travis documentation <https://docs.travis-ci.com/user/notifications/>`_. The hash is stored in Galaxy and used to verify notifications received from Travis.
The setup command enables Galaxy to respond to notifications. To configure Travis to run a build on your repository and send a notification, follow the
`Travis getting started guide <https://docs.travis-ci.com/user/getting-started/>`_.
To instruct Travis to notify Galaxy when a build completes, add the following to your .travis.yml file:
.. code-block:: text
notifications:
webhooks: https://galaxy.ansible.com/api/v1/notifications/
List Travis integrations
^^^^^^^^^^^^^^^^^^^^^^^^
Use the ``--list`` option to display your Travis integrations:
.. code-block:: bash
$ ansible-galaxy setup --list
ID Source Repo
---------- ---------- ----------
2 travis github_user/github_repo
1 travis github_user/github_repo
Remove Travis integrations
^^^^^^^^^^^^^^^^^^^^^^^^^^
Use the ``--remove`` option to disable and remove a Travis integration:
.. code-block:: bash
$ ansible-galaxy setup --remove ID
Provide the ID of the integration to be disabled. You can find the ID by using the ``--list`` option.
.. seealso::
:ref:`collections`
Shareable collections of modules, playbooks and roles
:ref:`playbooks_reuse_roles`
All about ansible roles
`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