ansible/docsite/rst/glossary.rst

Glossary
========

.. image:: http://ansible.cc/docs/_static/ansible_fest_2013.png
   :alt: ansiblefest 2013
   :target: http://www.eventbrite.com/event/5593981750


The following is a list (and re-explanation) of term definitions used elsewhere in the Ansible documentation.

Consult the documentation home page for the full documentation and to see this in context, but this should be a good resource
to check you know all of components of ansible and how they fit together.  It's something you might wish to read for review or
when a term comes up on the mailing list.

See the main documentation if you are looking for examples to put all of this into context.

Action
++++++

An action is a part of ref:`task` that says what ref:`module` to run and what arguments to pass to that module.  Each task can
have only one action, but it may also have other parameters.

Ad Hoc
++++++

Refers to running ansible to do some quick command, using /usr/bin/ansible, rather than the orchestration language, which is
/usr/bin/ansible-playbook.  An example of an ad-hoc command might be rebooting 50 machines in your infrastructure.  Anything
you can do ad-hoc you can do by writing a playbook, and playbooks can also glue lots of other operations together.

Async
+++++

Refers to a task that is configured to run in the background rather than waiting for completion.  If you have a long process
that would run longer than the SSH timeout, it would make sense to launch that task in async mode.  Async modes can poll
for completion every so many seconds, or can be configured to "fire and forget" in which case ansible will not even
check on the task again, it will just kick it off and proceed to future steps.  Async modes work with both /usr/bin/ansible
and /usr/bin/ansible-playbook.

Callback Plugin
+++++++++++++++

Refers to some user-written code that can intercept the results from Ansbile and do something with it.  Some supplied examples
in the github project perform custom logging, send email, or even play sound effects.

Check Mode
++++++++++

Refers to running ansible with --check, which does not make any changes on the remote systems, but only alerts what changes
might occur if run without --check.  This is analogous to so-called "dry run" mode in other systems, though the user should
be warned that this does not take into account unexpected command failures or cascade effects (nor do those modes in other
systems).  Use this to get an idea what might happen, but is not a substitute for a good staging environment.

Connection Type, Connection Plugin
++++++++++++++++++++++++++++++++++

Ansible by default talks to remote machines over SSH using a library called 'paramiko'.  It also supports using native OpenSSH,
which if you have a new-enough open SSH, is equally fast, but also enables some features like Kereberos and jump hosts.  This is
govered in the getting started section.  There are also other connection types like 'fireball' mode, which must be bootstrapped
over SSH but is very fast, and local mode, which acts on the local system.  Users can also write their own connection plugins.

Conditionals
++++++++++++

A conditional is an expression that evaluates to true or false that decides whether a given task will be executed on a given
machine or not.   Ansible's conditionals include 'only_if', and the syntactically superior alternatives 'when_boolean',
'when_string', and 'when_integer'.  These are discussed in the playbook documentation.

Diff Mode
+++++++++

A --diff flag can be passed to ansible to show how template files change when they are overwritten, or how they might change when used
with --check mode.   These diffs come out in unified diff format.

Facts
+++++

Facts are simply things that are discovered about remote nodes.  While they can be used in playbooks and templates just like variables, facts
are things that are inferred, rather than set.  Facts are discovered automatically by ansible when running plays by running the internal 'setup'
module on the remote nodes.  You never have to call the setup module explicitly, it just runs, but it can be disabled to save time if it is
not needed.  For convience of users switching from other config systems, the fact module will also pull in facts from the 'ohai' and 'facter'
tools if they are installed, which are fact libraries from Chef and Puppet, respectfully.

Filter Plugin
+++++++++++++

A filter plugin is something that most users will never need to understand to use at all.  These allow creation of new Jinja2 filters, which
are more of less only of use to people who know what Jinja2 filters are.  If you need them, you can learn how to write them in the API
docs section.

Fireball Mode
+++++++++++++

By default Ansible uses SSH for connections -- either Paramiko (the actual default) or a common alternative, native Open SSH.  Some users
may want to execute operations even faster though, and they can if they opt in on running an ephmeral message bus.  What happens is Ansible
will start talking to a node over SSH, and then set up a temporary secured message bus good only to talk from one machine, that will
self destruct after a set period of time.  This means the bus does not allow management of any kind after the time interval has expired.

Forks
+++++

Ansible talks to remote nodes in parallel, the level of parallelism can be set either by passing --forks, or editing the default in a configuration
file.  The default is a very conservative 5 forks, though if you have a lot of RAM, you can easily set this to a value like 50 for increased
parallelism.  

Gather Facts (Boolean)
++++++++++++++++++++++

Facts are mentioned above.  Sometimes in running a multi-play playbook it is deseriable to have some plays that don't bother with fact
computation as they aren't going to need any values from facts.  Setting `gather_facts: False` on a playbook allows this implicit
fact gathering to be skipped.

Globbing
++++++++

Globbing is a way to select lots of hosts based on wildcard, rather than the name of the host specifically, or the name of the group
they are in.  For instance, it is possible to select "www*" to match all hosts starting with "www".   This concept is pulled directly
from Func, one of Michael's earlier projects.  In addition to basic globbing, various set operations are also possible, such as
hosts in this group and not in another group, and so on.

Group
+++++

A group consists of several hosts assigned to a pool that can be targetted conviently together, and also given variables that they share in
common.

Group Vars
++++++++++

The "group_vars/" files are files that live in a directory alongside an inventory file, with an optional filename named after each group.
This is a convient place to put variables that will be provided to a given group, especially complex datastructures, so that these
variables do not have to be embedded in the inventory file or playbook.

Handlers
++++++++

Handlers are just like regular tasks in an ansible playbok (see Tasks), but are only run if the Task contains a "notify" directive and
also indicates that it changed something.  An example is if a config file is changed, the task referencing the config file templating
operation may notify a service restart handler when it changes.  This means services can be bounced only if they need to be restarted.
Handlers can be used for things other than service restarts, but service restarts are the most common usage.

Host
++++

A host is simply a remote machine that ansible manages.  They can have individual variables assigned to them, and can also be organized
in groups.  All hosts have a name they can be reached at (which is either an IP address or a domain name) and optionally a port number,
if they are not to be accessed on the default SSH port.

Host Specifier
++++++++++++++

Each Play in Ansbile maps a series of tasks (which define the role, purpose, or orders of a system) to a set of systems.

This "hosts:" directive in each play is often called the hosts specifier.

It may select one system, many systems, one or more groups, or even some hosts that in one group and explicitly not in another.

Host Vars
+++++++++

Just like "Group Vars", a directory alongside the inventory file named "host_vars/" can contain a file named after each hostname in
the inventory file, in YAML format.  This provides a convient place to assign variables to the host without having to embed
them in the inventory file.  The Host Vars file can also be used to define complex datastructures that can't be represented in the
inventory file.

Lazy Evalution
++++++++++++++

In general Ansible evaluates any variables in playbook content at the last possible second, which means that if you define a datastructure
that datastructure itself can define variable values within it, and everything "just works" as you would expect.  This also means variable
strings can include other variables inside of those strings.

Lookup Plugin
+++++++++++++

A lookup plugin is a way to get data into Ansible from the outside world.  These are how such things as "with_items" are implemented, which is a
basic looping plugin, but there are also things like "with_file" which loads data from a file, and even things for querying environment variables,
DNS text records, or key value stores.  Lookup plugins can also be accessed in templates using an all caps form, such as the contents of a file
on the local machine can be accessed like ``$FILE(/path/to/file)``.

Multi-Tier
++++++++++

The concept that IT systems are not managed one system at a time, but by interactions between multiple systems, and groups of systems, in
well defined orders.  For instance, a web server may need to be updated before a database server, and pieces on the web server may need
to be updated after *THAT* database server, and various load balancers and monitoring servers may need to be contacted.  Ansible models
entire IT topologies and workflows rather than looking at configuration in a "one system at a time" perspective.

Idempotency
+++++++++++

The concept that change commands should only be applied when they need to be applied, and that it is better to describe the desired
state of a system than the process of how to get to that state.  As an analogy, the path from North Carolina in the United States to
California involves driving a very long way West, but if I were instead in Anchorage, Alaska, driving a long ways west is no longer
the right way to get to California.  Ansible's Resources like you to say "put me in California" and then decide how to get there.  If
you were already in California, nothing needs to happen, and it will let you know it didn't need to change anything.

Includes
++++++++

The idea that playbook files (which are nothing more than list of plays) can include other lists of plays, and task lists
can externalize lists of tasks in other files, and similarly with handlers.  Includes can be parameterized, which means that the
loaded file can pass variables.  For instance, an included play for setting up a wordpress blog may take a parameter called "user"
and thant play could be included more than once to create a blog for both "alice" and "bob".

Inventory
+++++++++

A file (by default, Ansible uses a simple INI format) that describes Hosts and Groups in Ansible.  Inventory can also be provided
via an "Inventory Script" (sometimes called an "External Inventory Script").  

Inventory Script
++++++++++++++++

A very simple program (or a complicated one) that looks up hosts, group membership for hosts, and variable information from an external
resource -- whether that be a SQL database, a CMDB solution, or something like LDAP.  This concept was adapted from Puppet (where it is
called an "External Nodes Classifier") and works more or less exactly the same way.

Jinja2
++++++

Jinja2 is the preferred templating language of Ansbile's template module.  It is a very simple Python template language that is generally
readable and easy to write.

JSON
++++

Ansible uses JSON for return data from remote modules.  This allows modules to be written in any language, not just Python.

only_if
+++++++

A conditional statement that decides if a task is going to be executed in a playbook based on whether if the following expression
given is true or false.  The newer 'when_' statements provide a cleaner way to express conditionals, 'only_if' is an older
construct.  Though it may be still be useful in advanced situations.

Library
+++++++

A collection of modules made availabe to /usr/bin/ansible or an ansible playbook.

Limit Groups
++++++++++++

By passing "--limit somegroup" to ansible or ansible playbook, the commands can be limited to a subset of hosts.  For instance, 
this can be used to run a playbook that normally targets an entire set of servers to one particular server.

Local Connection
++++++++++++++++

By using "connection: local" in a playbook, or "-c local" to /usr/bin/ansible, this indicates that we are managing the local
host and not a remote machine.

Local Action
++++++++++++

A local_action directive in a playbook targetting remote machines means that the given step will actually occur on local
machine, but that the variable '$ansible_hostname' can be passed in to reference the remote hostname being referred to in
that step.  This can be used to trigger, for example, an rsync operation.

Loops
+++++

Generally Ansible is not a programming language, it prefers to be more declarative, though various constructs like "with_items"
allow a particular task to be repeated for multiple items in a list.  Certain modules, like yum and apt, are actually optimized
for this, and can install all packages given in those lists within a single transaction, dramatically speaking up total
time to configuration.

Modules
+++++++

Modules are the units of work that Ansible ships out to remote machines.   Modules are kicked off by either /usr/bin/ansible or
/usr/bin/ansible-playbook (where multiple tasks use lots of different modules in conjunction).  Modules can be implemented in any
language including Perl, Bash, or Ruby -- but can leverage some useful communal library code if written in Python.  Modules just
have to return JSON or simple key=value pairs.  Once modules are executed on remote machines, they are removed, so no long running
daemons are used.  Ansible refers to the collection of available modules as a 'library'.

Notify
++++++

The act of a task registering a change event and informing a handler task that another action needs to be run at the end of the play.
If a handler is notified by multiple tasks, it will still be run only once.  Handlers are run in the order they are listed, not
in the order that they are notified.

Orchestration
+++++++++++++

Many software automation systems use this word to mean different things.  Ansible uses it as a conductor would conduct an orchestra.
A datacenter or cloud architecture is full of many systems, playing many parts -- web servers, database servers, maybe load balancers,
monitoring systems, continuous integration systems, etc.  In performing any process, it is neccessary to touch systems in particular orders,
often to simulate rolling updates or deploy software correctly.  Some system may perform some steps, then others, then previous systems
already processed may need to perform more steps.  Along the way, email may need to be sent or web services contacted.  Ansible
orchestration is all about modelling that kind of process.

Paramiko
++++++++

Ansible by default manages machines over SSH.   The library that ansible uses by default to do this is a python-powered library called
Paramiko.  Paramiko is generally fast and easy to manage, though users desiring Kerberos or Jump Host support may wish to switch
to the native SSH connection type, by specifying the connection type in their playbook or using the "-c ssh" flag.

Playbooks
+++++++++

Playbooks are the language by which Ansible orchestrates, configures, administers, or deploys systems.  They are called playbooks partially because it's a sports analogy, and it's supposed to be fun using them.  They aren't workbooks :)

Plays
+++++

A playbook is a list of plays.  A play is minimally a mapping between a set of hosts (usually chosen by groups, but sometimes my hostname
globs), selected by a host specifier -- and the tasks which run on those hosts to define the role at which those systems will perform. There
can be one or many plays in a playbook.

Pull Mode
+++++++++

Ansible by default runs in push mode, which allows it very fine grained control over when it talks to what kinds of systems.  Pull mode is
provided for when you would rather have nodes check in every N minutes on a particular schedule.  It uses a program called ansible-pull and can also be set up (or reconfigured) using a push-mode playbook.  Most ansible users use push mode, but it is included for variety and the sake
of having choices.

ansible-pull works by checking configuration orders out of git on a crontab and then managing the machine locally, using the local
connection plugin.

Push Mode
+++++++++

Push mode is the default mode of ansible, in fact, it's not really a mode at all -- it's just how ansible works when you aren't
thinking about it.  Push mode allows ansible to be fine grained and conduct nodes in complex orchestration processes without
waiting for them to check in.

Register Variable
+++++++++++++++++

The result of running any task in ansible can be stored in a variable for use in a template or a conditional statement.
The keyword used to name the variable to use is called 'register', taking it's name from the idea of registers in assembly
programming, though Ansible will never feel like assembly programming.  There are an infinite number of variable names
you can use for registration.

Resource Model
++++++++++++++

Ansible modules work in terms of resources.   For instance the file module will select a particular file, say, /etc/motd
and ensure that attributes of that resource match a particular model, for instance, we might wish to set the ownership
to 'root' if not already set to root, or set the mode to '0644' if not already set to '0644'.  The resource models
are 'idempotent' meaning change commands are not run unless needed, and ansible will bring the system back to a desired
state regardless of the actual state -- rather than you having to tell it how to get to the state.

Rolling Update
++++++++++++++

The act of addressing a number of nodes in a group N at a time to avoid updating them all at once and bringing the system
offline.  For instance, in a web topology of 500 nodes handling very large volume, it may be reasonable to update 10 or 20
machines at a time, moving on to the next 10 or 20 when done.  The "serial:" keyword in an ansible playbook controls the
size of the rolling update pool.  The default is to address the batch size all at once, so this is something that you must
opt-in to.  OS configuration (such as making sure config files are correct) does not typically have to use the rolling update
model, but can if desired.

Runner
++++++

A core software component of ansible that is the power behind /usr/bin/ansible directly -- and corresponds to the invocation
of each task in a playbook.  The Runner is something ansible developers may talk about, but it's not really userland
vocabulary.

Serial
++++++

See "Rolling Update".

Sudo
++++

Ansible does not require root logins, and since it's daemonless, definitely does not require root level daemons (which can
be a security concern in sensitive environments).  Ansible can log in and perform many operations wrapped in a sudo command,
and can work with both passwordless and passworded sudo.  Some operations that don't normally work with sudo (like scp
file transfer) can be achieved with Ansible's copy, template, and fetch resources while running in sudo mode.

SSH (Native)
++++++++++++

Ansible by default uses Paramiko.  Native openssh is specified with "-c ssh" (or a config file, or a directive in the playbook)
and can be useful if wanting to login via Kerberized SSH or use SSH jump hosts, etc.  Using a client that supports ControlMaster
and ControlPersist is recommended for maximum performance -- if you don't have that and don't need Kerberos, jump hosts, or other
features, paramiko (the default) is a fine choice.  Ansible will warn you if it doesn't detect ControlMaster/ControlPersist capability.

Tags
++++

Ansbile allows tagging resources in a playbook with arbitrary keywords, and then running only the parts of the playbook that
correspond to those certain keywords.  For instance, it is possible to have an entire OS configuration, and have certain steps
labelled "ntp", and then run just the "ntp" steps to reconfigure the time server information on a remote server.

Tasks
+++++

Playbooks exist to run tasks.  Tasks combine an action (a module combined with what variables to pass) with a name and optionally some other keywords (like looping directives).   Handlers are also Tasks, but they are a special kind of task that do not run unless they are notified by name when a task reports an underlying change on a remote system.

Templates
+++++++++

Ansible can easily transfer remote files to remote systems, but often it is desirable to substitute variables in other files.  Variables
may come from the inventory file, Host Vars, Group Vars, or Facts -- templates use the Jinja2 template engine and can also include logical
constructs like loops and if statements.

Transport
+++++++++

Ansible uses "Connection Plugins" to define types of available transports.  These are simply how ansible will reach out to managed systems.  Transports included are paramiko (the default SSH transport), SSH (using openssh), fireball (an SSH bootstrapped accelerated connection plugin), and local. 

When
++++

When statements (when_string, when_changed, when_boolean, when_integer, etc) are easier to write forms of the only_if conditional. They can be affixed to any task to make that task decide to run only when an expression involving variables or facts is actually true.

Van Halen
+++++++++

For no particular reason other than Michael really likes them, all Ansible releases are code named after Van Halen songs.  There is no preference given to David Lee Roth vs Sammy Lee Hagar era songs, and instrumentals are also allowed.  It is unlikely there will never be a Jump release, but it may be there is going to be a Van Halen III codenamed release.  You never know.

Vars (Variables)
++++++++++++++++

As opposed to Facts, variables are names of values (they can be simple scalar values --integers, booleans, strings) or complex ones (dictionaries/hashes, lists) that can be used in templates and playbooks.  They are declared things, not things that are inferred from the remote systems current state or nature (which is what Facts are).

YAML
++++

Ansible does not want to force people to write programming language code to automate infrastructure, so Ansible uses YAML to define playbook configuration languages and also variable files.  YAML is nice because it has a minimum of syntax and is very clean and easy for people to skim.  It is a good data format for configuration files and humans, but also machine readable.  Ansible's usage of YAML stemmed from Michael's first use of it inside of Cobbler around 2006.  YAML is fairly popular in the dynamic language community and the format has libraries available
for serialization in many different languages (Python, Perl, Ruby, etc).