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Goiardi

Goiardi is an implementation of the Chef server (http://www.opscode.com) written in Go. It can either run entirely in memory with the option to save and load the in-memory data and search indexes to and from disk, drawing inspiration from chef-zero, or it can use MySQL or PostgreSQL as its storage backend.

Like all software, it is a work in progress. Goiardi now, though, should have all the functionality of the open source Chef Server, plus some extras like reporting and event logging. It does not support other Enterprise Chef type features like organizations or pushy at this time. When used, knife works, and chef-client runs complete successfully. Almost all chef-pendant tests successfully successfully run, with a few disagreements about error messages that don't impact the clients. It does pretty well against the official chef-pedant, but because goiardi handles some authentication matters a little differently than the official chef-server, there is also a fork of chef-pedant located at https://github.com/ctdk/chef-pedant that's more custom tailored to goiardi.

Many go tests are present as well in different goiardi subdirectories.

DEPENDENCIES

Goiardi currently has eight dependencies: go-flags, go-cache, go-trie, toml, the mysql driver from go-sql-driver, the postgres driver, logger, and go-uuid.

To install them, run:

   go get github.com/jessevdk/go-flags
   go get github.com/pmylund/go-cache
   go get github.com/ctdk/go-trie/gtrie
   go get github.com/BurntSushi/toml
   go get github.com/go-sql-driver/mysql
   go get github.com/lib/pq
   go get github.com/ctdk/goas/v2/logger
   go get github.com/codeskyblue/go-uuid

from your $GOROOT, or just use the -t flag when you go get goiardi.

If you would like to modify the search grammar, you'll need the peg package. To install that, run

   go get github.com/pointlander/peg

In the search/ directory, run peg -switch -inline search-parse.peg to generate the new grammar. If you don't plan on editing the search grammar, though, you won't need that.

INSTALLATION

  1. Install go. (http://golang.org/doc/install.html) You may need to upgrade to go 1.2 to compile all the dependencies. Go 1.3 is also confirmed to work.

  2. Make sure your $GOROOT and PATH are set up correctly per the Go installation instructions.

  3. Download goairdi and its dependencies.

    go get -t github.com/ctdk/goiardi

  4. Run tests, if desired. Several goiardi subdirectories have go tests, and chef-pedant can and should be used for testing goiardi as well.

  5. Install the goiardi binaries.

    go install github.com/ctdk/goiardi

  6. Run goiardi.

    goiardi

    Or, you can look at the goiardi releases page on github at https://github.com/ctdk/goiardi/releases and see if there are precompiled binaries available for your platform.

    You can get a list of command-line options with the '-h' flag.

    Goiardi can also take a config file, run like goiardi -c /path/to/conf-file. See etc/goiardi.conf-sample for an example documented configuration file. Options in the configuration file share the same name as the long command line arguments (so, for example, --ipaddress=127.0.0.1 on the command line would be ipaddress = "127.0.0.1" in the config file.

    Currently available command line and config file options:

   -v, --version          Print version info.
   -V, --verbose          Show verbose debug information. Repeat for more
			  verbosity.
   -c, --config=          Specify a config file to use.
   -I, --ipaddress=       Listen on a specific IP address.
   -H, --hostname=        Hostname to use for this server. Defaults to hostname
                          reported by the kernel.
   -P, --port=            Port to listen on. If port is set to 443, SSL will be
                          activated. (default: 4545)
   -i, --index-file=      File to save search index data to.
   -D, --data-file=       File to save data store data to.
   -F, --freeze-interval= Interval in seconds to freeze in-memory data
                          structures to disk (requires -i/--index-file and
                          -D/--data-file options to be set). (Default 300
                          seconds/5 minutes.)
   -L, --log-file=        Log to file X
   -s, --syslog           Log to syslog rather than a log file. Incompatible
                          with -L/--log-file.
       --time-slew=       Time difference allowed between the server's clock at
                          the time in the X-OPS-TIMESTAMP header. Formatted like
                          5m, 150s, etc. Defaults to 15m.
       --conf-root=       Root directory for configs and certificates. Default:
                          the directory the config file is in, or the current
                          directory if no config file is set.
   -A, --use-auth         Use authentication. Default: false.
       --use-ssl          Use SSL for connections. If --port is set to 433, this
                          will automatically be turned on. If it is set to 80,
                          it will automatically be turned off. Default: off.
                          Requires --ssl-cert and --ssl-key.
       --ssl-cert=        SSL certificate file. If a relative path, will be set
                          relative to --conf-root.
       --ssl-key=         SSL key file. If a relative path, will be set relative
                          to --conf-root.
       --https-urls       Use 'https://' in URLs to server resources if goiardi
                          is not using SSL for its connections. Useful when
                          goiardi is sitting behind a reverse proxy that uses
                          SSL, but is communicating with the proxy over HTTP.
       --disable-webui    If enabled, disables connections and logins to goiardi
                          over the webui interface.
       --use-mysql        Use a MySQL database for data storage. Configure
                          database options in the config file.
       --use-postgresql   Use a PostgreSQL database for data storage.
                          Configure database options in the config file.
       --local-filestore-dir= Directory to save uploaded files in. Optional when
                          running in in-memory mode, *mandatory* for SQL
                          mode.
       --log-events       Log changes to chef objects.
   -K, --log-event-keep=  Number of events to keep in the event log. If set,
                          the event log will be checked periodically and
                          pruned to this number of entries.
   -x, --export=          Export all server data to the given file, exiting
                          afterwards. Should be used with caution. Cannot be
                          used at the same time as -m/--import.
   -m, --import=          Import data from the given file, exiting
                          afterwards. Cannot be used at the same time as 
                          -x/--export.
   -Q, --obj-max-size=    Maximum object size in bytes for the file store.
                          Default 10485760 bytes (10MB).
   -j, --json-req-max-size= Maximum size for a JSON request from the client.
                          Per chef-pedant, default is 1000000.
       --use-unsafe-mem-store Use the faster, but less safe, old method of
                          storing data in the in-memory data store with
                          pointers, rather than encoding the data with gob
                          and giving a new copy of the object to each
                          requestor. If this is enabled goiardi will run
                          faster in in-memory mode, but one goroutine could
                          change an object while it's being used by
                          another. Has no effect when using an SQL backend.

Options specified on the command line override options in the config file.

For more documentation on Chef, see (http://docs.opscode.com).

If goiardi is not running in use-auth mode, it does not actually care about .pem files at all. You still need to have one to keep knife and chef-client happy. It's like chef-zero in that regard.

If goiardi is running in use-auth mode, then proper keys are needed. When goiardi is started, if the chef-webui and chef-validator clients, and the admin user, are not present, it will create new keys in the --conf-root directory. Use them as you would normally for validating clients, performing tasks with the admin user, or using chef-webui if webui will run in front of goiardi.

In auth mode, goiardi supports versions 1.0, 1.1, and 1.2 of the Chef authentication protocol.

Note: The admin user, when created on startup, does not have a password. This prevents logging in to the webui with the admin user, so a password will have to be set for admin before doing so.

Logging

By default, goiardi logs to standard output. A log file may be specified with the -L/--log-file flag, or goiardi can log to syslog with the -s/--syslog flag on platforms that support syslog. Attempting to use syslog on one of these platforms (currently Windows and plan9 (although plan9 doesn't build for other reasons)) will result in an error.

Log levels

Log levels can be set in goiardi with either the log-level option in the configuration file, or with one to four -V flags on the command line. Log level options are "debug", "info", "warning", "error", and "critical". More -V on the command line means more spewing into the log.

MySQL mode

Goiardi can now use MySQL to store its data, instead of keeping all its data in memory (and optionally freezing its data to disk for persistence).

If you want to use MySQL, you (unsurprisingly) need a MySQL installation that goiardi can access. This document assumes that you are able to install, configure, and run MySQL.

Once the MySQL server is set up to your satisfaction, you'll need to install sqitch to deploy the schema, and any changes to the database schema that may come along later. It can be installed out of CPAN or homebrew; see "Installation" on http://sqitch.org for details.

The sqitch MySQL tutorial at https://metacpan.org/pod/sqitchtutorial-mysql explains how to deploy, verify, and revert changes to the database with sqitch, but the basic steps to deploy the schema are:

  • Create goiardi's database: mysql -u root --execute 'CREATE DATABASE goiardi'
  • Optionally, create a separate mysql user for goiardi and give it permissions on that database.
  • In sql-files/mysql-bundle, deploy the bundle: sqitch deploy db:mysql://root[:<password>]@/goiardi

To update an existing database deployed by sqitch, run the sqitch deploy command above again.

If you really really don't want to install sqitch, apply each SQL patch in sql-files/mysql-bundle by hand in the same order they're listed in the sqitch.plan file.

The above values are for illustration, of course; nothing requires goiardi's database to be named "goiardi". Just make sure the right database is specified in the config file.

Set use-mysql = true in the configuration file, or specify --use-mysql on the command line. It is an error to specify both the -D/--data-file flag and --use-mysql at the same time.

At this time, the mysql connection options have to be defined in the config file. An example configuration is available in etc/goiardi.conf-sample, and is given below:

[mysql]
	username = "foo" # technically optional, although you probably want it
	password = "s3kr1t" # optional, if you have no password set for MySQL
	protocol = "tcp" # optional, but set to "unix" for connecting to MySQL
			 # through a Unix socket.
	address = "localhost"
	port = "3306" # optional, defaults to 3306. Not used with sockets.
	dbname = "goiardi"
	# See https://github.com/go-sql-driver/mysql#parameters for an
	# explanation of available parameters
	[mysql.extra_params]
		tls = "false"

Postgres mode

Goiardi can also use Postgres as a backend for storing its data, instead of using MySQL or the in-memory data store. The overall procedure is pretty similar to setting up goiardi to use MySQL. Specifically for Postgres, you may want to create a database especially for goiardi, but it's not mandatory. If you do, you may also want to create a user for it. If you decide to do that:

  • Create the user: $ createuser goiardi <additional options>
  • Create the database, if you decided to: $ createdb goiardi_db <additional options>. If you created a user, make it the owner of the goiardi db with -O goiardi.

After you've done that, or decided to use an existing database and user, deploy the sqitch bundle in sql-files/postgres-bundle. If you're using the default Postgres user on the local machine, sqitch deploy db:pg:<dbname> will be sufficient. Otherwise, the deploy command will be something like sqitch deploy db:pg://user:password@localhost/goairdi_db.

The Postgres sqitch tutorial at https://metacpan.org/pod/sqitchtutorial explains more about how to use sqitch and Postgres.

Set use-postgresql in the configuration file, or specify --use-postgresql on the command line. It's also an error to specify both -D/--data-file flag and --use-postgresql at the same time like it is in MySQL mode. MySQL and Postgres cannot be used at the same time, either.

Like MySQL, the Postgres connection options must be specified in the config file at this time. There is also an example Postgres configuration in the config file, and can be seen below:

# PostgreSQL options. If "use-postgres" is set to true on the command line or in
# the configuration file, connect to postgres with the options in [postgres].
# These options are all strings. See 
# http://godoc.org/github.com/lib/pq#hdr-Connection_String_Parameters for details
# on the connection parameters. All of these parameters are technically optional,
# although chances are pretty good that you'd want to set at least some of them.
[postgresql]
	username = "foo"
	password = "s3kr1t"
	host = "localhost"
	port = "5432"
	dbname = "mydb"
	sslmode = "disable"

Event Logging

Goiardi has optional event logging. When enabled with the --log-events command line option, or with the "log-events" option in the config file, changes to clients, users, cookbooks, data bags, environments, nodes, and roles will be tracked. The event log can be viewed through the /events API endpoint.

If the -K/--log-event-keep option is set, then once a minute the event log will be automatically purged, leaving that many events in the log. This is particularly recommended when using the event log in in-memory mode.

The easiest way to use the event log is with the knife-goiardi-event-log knife plugin. It's available on rubygems, or at github at https://github.com/ctdk/knife-goiardi-event-log.

The event API endpoints work as follows:

GET /events - optionally taking offset, limit, from, until, object_type, object_name, and doer query parameters.

List the logged events, starting with the most recent. Use the offset and limit query parameters to view smaller chunks of the event log at one time. The from, until, object_type, object_name, and doer query parameters can be used to narrow the results returned further, by time range (for from and until), the type of object and the name of the object (for object_type and object_name) and the name of the performer of the action (for doer). These options may be used in singly or in concert.

DELETE /events?purge=1234 - purge logged events older than the given id from the event log.

GET /events/1234 - get a single logged event with the given id.

DELETE /events/1234 - delete a single logged event from the event log.

A user or client must be an administrator account to use the /events endpoint.

The data returned from the event log should look something like this:

{
  "actor_info": "{\"username\":\"admin\",\"name\":\"admin\",\"email\":\"\",\"admin\":true}\n",
  "actor_type": "user",
  "time": "2014-05-06T07:40:12Z",
  "action": "delete",
  "object_type": "*client.Client",
  "object_name": "pedant_testclient_1399361999-483981000-42305",
  "extended_info": "{\"name\":\"pedant_testclient_1399361999-483981000-42305\",\"node_name\":\"pedant_testclient_1399361999-483981000-42305\",\"json_class\":\"Chef::ApiClient\",\"chef_type\":\"client\",\"validator\":false,\"orgname\":\"default\",\"admin\":true,\"certificate\":\"\"}\n",
  "id": 22
}

Reporting

Goiardi now supports, on an experimental basis, Chef's reporting facilities. Nothing needs to be enabled in goiardi to use this, but changes are required with the client. See http://docs.opscode.com/reporting.html for details on how to enable reporting and how to use it.

There is a goiardi extension to reporting: a "status" query parameter may be passed in a GET request that lists reports to limit the reports returned to ones that match the status, so you can read only reports of chef runs that were successful, failed, or started but haven't completed yet. Valid values for the "status" parameter are "started", "success", and "failure".

To use reporting, you'll either need the Chef knife-reporting plugin, or use the knife-goiardi-reporting plugin that supports querying runs by status. It's available on rubygems, or on github at https://github.com/ctdk/knife-goiardi-reporting.

As this is an experimental feature, it may not work entirely correctly. Bug reports are appreciated.

Import and Export of Data

Goiardi can now import and export its data in a JSON file. This can help both when upgrading, when the on-disk data format changes between releases, and to convert your goiardi installation from in-memory to MySQL (or vice versa). The JSON file has a version number set (currently 1.0), so that in the future if there is some sort of incompatible change to the JSON file format the importer will be able to handle it.

Before importing data, you should back up any existing data and index files (and take a snapshot of the SQL db, if applicable) if there's any reason you might want it around later. After exporting, you may wish to hold on to the old installation data until you're satisfied that the import went well.

Remember that the JSON export file contains the client and user public keys (which for the purposes of goiardi and chef are private) and the user hashed passwords and password salts. The export file should be guarded closely.

The -x/--export and -m/--import flags control importing and exporting data. To export data, stop goiardi, then run it again with the same options as before but adding -x <filename> to the command. This will export all the data to the given filename, and goiardi will exit.

Importing is ever so slightly trickier. You should remove any existing data store and index files, and if using an SQL database use sqitch to revert and deploy all of the SQL files to set up a completely clean schema for goiardi. Then run goiardi with the new options like you normally would, but add -m <filename>. Goiardi will run, import the new data, and exit. Assuming it went well, the data will be all imported. The export dump does not contain the user and client .pem files, so those will need to be saved and moved as needed.

Theoretically a properly crafted export file could be used to do bulk loading of data into goiardi, thus goiardi does not wipe out the existing data on its own but rather leaves that task to the administrator. This functionality is merely theoretical and completely untested. If you try it, you should back your data up first.

Tested Platforms

Goiardi has been built and run with the native 6g compiler on Mac OS X (10.7, 10.8, and 10.9), Debian squeeze and wheezy, a fairly recent Arch Linux, FreeBSD 9.2, and Solaris. Using Go's cross compiling capabilities, goiardi builds for all of Go's supported platforms except Dragonfly BSD and plan9 (because of issues with the postgres client library). Windows support has not been tested extensively, but a cross compiled binary has been tested successfully on Windows.

Goiardi has also been built and run with gccgo (using the -compiler gccgo option with the go command) on Arch Linux. Building it with gccgo without the go command probably works, but it hasn't happened yet. This is a priority, though, so goiardi can be built on platforms the native compiler doesn't support yet.

Note regarding goiardi persistence and freezing data

As mentioned above, goiardi can now freeze its in-memory data store and index to disk if specified. It will save before quitting if the program receives a SIGTERM or SIGINT signal, along with saving every "freeze-interval" seconds automatically.

Saving automatically helps guard against the case where the server receives a signal that it can't handle and forces it to quit. In addition, goiardi will not replace the old save files until the new one is all finished writing. However, it's still not anywhere near a real database with transaction protection, etc., so while it should work fine in the general case, possibilities for data loss and corruption do exist. The appropriate caution is warranted.

DOCUMENTATION

In addition to the aforementioned Chef documentation at http://docs.opscode.com, more documentation specific to goiardi can be viewed with godoc. See http://godoc.org/code.google.com/p/go.tools/cmd/godoc for an explanation of how godoc works. The goiardi godocs can also be viewed online at http://godoc.org/github.com/ctdk/goiardi.

TODO

See the TODO file for an up-to-date list of what needs to be done. There's a lot.

BUGS

There's going to be a lot of these for a while, so we'll just keep those in a BUGS file, won't we?

WHY?

This started as a project to learn Go, and because I thought that an in memory chef server would be handy. Then I found out about chef-zero, but I still wanted a project to learn Go, so I kept it up. Chef 11 Server also only runs under Linux at this time, while Goiardi is developed under Mac OS X and ought to run under any platform Go supports (only partially tested at this time though).

CONTRIBUTING

If you feel like contributing, great! Just fork the repo, make your improvements, and submit a pull request. Tests would, of course, be appreciated. Adding tests where there are no tests currently would be even more appreciated. At least, though, try and not break anything worse than it is. Test coverage has improved, but is still an ongoing concern.

AUTHOR

Jeremy Bingham (jbingham@gmail.com)

COPYRIGHT

Copyright 2013-2014, Jeremy Bingham

LICENSE

Like many Chef ecosystem programs, goairdi is licensed under the Apache 2.0 License. See the LICENSE file for details.

Chef is copyright (c) 2008-2013 Opscode, Inc. and its various contributors.

Thanks go out to the fine folks of Opscode and the Chef community for all their hard work.

Also, if you were wondering, Ettore Boiardi was the man behind Chef Boyardee. Wakka wakka.

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A simple in-memory Chef server written in Go. Increasingly less simple, and less bound to being in-memory only.

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