moved previous intro to new quick start topic (topics/cloud/qs.rst)

added new intro that explains the salt cloud configuration files
added an inheritance and minion startup state example to topics/cloud/config.rst
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Jacob Hammons 2016-03-07 16:06:16 -07:00
parent 826fea6582
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.. _salt-cloud-config:
==================
Core Configuration
==================
@ -39,11 +41,26 @@ be used here.
In particular, this is the location to specify the location of the salt master
and its listening port, if the port is not set to the default.
Similar to most other settings, Minion configuration settings are inherited
across configuration files. For example, the master setting might be contained
in the main ``cloud`` configuration file as demonstrated above, but additional
settings can be placed in the provider or profile:
.. code-block:: yaml
ec2-web:
size: t1.micro
minion:
environment: test
startup_states: sls
sls_list:
- web
Cloud Configuration Syntax
==========================
The data specific to interacting with public clouds is set up here.
The data specific to interacting with public clouds is set up :ref:`here
<cloud-provider-specifics>`.
Cloud provider configuration settings can live in several places. The first is in
``/etc/salt/cloud``:

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.. raw:: html
:file: index.html
Getting Started
===============
Configuration
=============
Salt Cloud provides a powerful interface to interact with cloud hosts. This
interface is tightly integrated with Salt, and new virtual machines
are automatically connected to your Salt master after creation.
Salt Cloud is built-in to Salt and is configured on and executed from your Salt Master.
Since Salt Cloud is designed to be an automated system, most configuration
is done using the following YAML configuration files:
Define a Provider
-----------------
- ``/etc/salt/cloud``: The main configuration file, contains global settings
that apply to all cloud hosts. See :ref:`Salt Cloud Configuration
<salt-cloud-config>`.
The first step is to add the credentials for your cloud host. Credentials
and other settings provided by the cloud host are stored in provider configuration files.
Provider configurations contain the details needed to connect to a cloud host such as EC2, GCE, Rackspace, etc.,
and any global options that you want set on your cloud minions (such as the location of your Salt Master).
- ``/etc/salt/cloud.providers.d/*.provider.conf``: Contains settings that
configure a specific cloud host, such as credentials, region settings, and so
on. Since configuration varies significantly between each cloud host,
a separate file is created for each cloud host. In Salt Cloud, a provider is
synonymous with a cloud host (Amazon EC2, Google Compute Engine, Rackspace,
and so on). See :ref:`Provider Specifics <cloud-provider-specifics>`.
On your Salt Master, browse to ``/etc/salt/cloud.providers.d/`` and create a file called ``<provider>.provider.conf``,
replacing ``<provider>`` with ``ec2``, ``softlayer``, and so on. The name helps you identify the contents, and is not
important as long as the file ends in ``.conf``.
- ``/etc/salt/cloud.profiles.d/*.profile.conf``: Contains settings that define
a specific VM type. Each profile specifies a parent provider that defines the
cloud host in which the VM is created. A profile defines the system type and
image, and any other settings that are specific to this VM type. Based on
your needs, you might define different profiles for web servers, database
servers, and so on. See :ref:`VM Profiles <cloud-provider-specifics>`.
Next, browse to the :ref:`Provider specifics <cloud-provider-specifics>` and add any required settings for your
cloud host to this file. Here is an example for Amazon EC2:
Configuration Inheritance
=========================
Configuration settings are inherited in order from the cloud config =>
providers => profile.
.. code-block:: yaml
.. image:: /_static/cloud-settings-inheritance.png
:align: center
:width: 40%
my-ec2:
driver: ec2
# Set the EC2 access credentials (see below)
#
id: 'HJGRYCILJLKJYG'
key: 'kdjgfsgm;woormgl/aserigjksjdhasdfgn'
# Make sure this key is owned by root with permissions 0400.
#
private_key: /etc/salt/my_test_key.pem
keyname: my_test_key
securitygroup: default
# Optional: Set up the location of the Salt Master
#
minion:
master: saltmaster.example.com
For example, if you wanted to use the same image for
all virtual machines for a specific provider, the image name could be placed in
the provider file. This value is inherited by all profiles that use that
provider, but is overridden if a image name is defined in the profile.
The required configuration varies between cloud hosts so make sure you read the provider specifics.
Most configuration settings can be defined in any file, the main difference
being how that setting is inherited.
List Cloud Provider Options
---------------------------
You can now query the cloud provider you configured for available locations,
images, and sizes. This information is used when you set up VM profiles.
.. code-block:: bash
salt-cloud --list-locations <provider_name> # my-ec2 in the previous example
salt-cloud --list-images <provider_name>
salt-cloud --list-sizes <provider_name>
Replace ``<provider_name>`` with the name of the provider configuration you defined.
Create VM Profiles
------------------
On your Salt Master, browse to ``/etc/salt/cloud.profiles.d/`` and create a file called ``<provider>.profiles.conf``,
replacing ``<provider>`` with ``ec2``, ``softlayer``, and so on. The file must end in ``.conf``.
You can now add any custom profiles you'd like to define to this file. Here are a few examples:
.. code-block:: yaml
micro_ec2:
provider: my-ec2
image: ami-d514f291
size: t1.micro
medium_ec2:
provider: my-ec2
image: ami-d514f291
size: m3.medium
large_ec2:
provider: my-ec2
image: ami-d514f291
size: m3.large
Notice that the ``provider`` in our profile matches the provider name that we defined? That is how Salt Cloud
knows how to connect to create a VM with these attributes.
Create VMs
----------
VMs are created by calling ``salt-cloud`` with the following options:
.. code-block:: bash
salt-cloud -p <profile> <name1> <name2> ...
For example:
.. code-block:: bash
salt-cloud -p micro_ec2 minion1 minion2
Destroy VMs
-----------
Add a ``-d`` and the minion name you provided to destroy:
.. code-block:: bash
salt-cloud -d minion1 minion2
Query VMs
---------
You can view details about the VMs you've created using ``--query``:
.. code-block:: bash
salt-cloud --query
QuickStart
==========
The :ref:`Salt Cloud Quickstart <salt-cloud-qs>` walks you through defining
a provider, a VM profile, and shows you how to create virtual machines using Salt Cloud.
Using Salt Cloud
================
@ -221,4 +155,5 @@ Tutorials
.. toctree::
:maxdepth: 3
QuickStart <qs>
Using Salt Cloud with the Event Reactor <reactor>

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.. _salt-cloud-map:
==============
Cloud Map File
==============

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.. _salt-cloud-profiles:
VM Profiles
===========

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doc/topics/cloud/qs.rst Normal file
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.. _salt-cloud-qs:
=====================
Salt Cloud Quickstart
=====================
Salt Cloud is built-in to Salt and is configured on and executed from your Salt
Master. On some platforms, Salt Cloud is installed by the ``salt-cloud``
package.
This quickstart walks you through the basic steps of setting up a cloud host
and defining some virtual machines to create.
Define a Provider
-----------------
The first step is to add the credentials for your cloud host. Credentials
and other settings provided by the cloud host are stored in provider configuration files.
Provider configurations contain the details needed to connect to a cloud host such as EC2, GCE, Rackspace, etc.,
and any global options that you want set on your cloud minions (such as the location of your Salt Master).
On your Salt Master, browse to ``/etc/salt/cloud.providers.d/`` and create a file called ``<provider>.provider.conf``,
replacing ``<provider>`` with ``ec2``, ``softlayer``, and so on. The name helps you identify the contents, and is not
important as long as the file ends in ``.conf``.
Next, browse to the :ref:`Provider specifics <cloud-provider-specifics>` and add any required settings for your
cloud host to this file. Here is an example for Amazon EC2:
.. code-block:: yaml
my-ec2:
driver: ec2
# Set the EC2 access credentials (see below)
#
id: 'HJGRYCILJLKJYG'
key: 'kdjgfsgm;woormgl/aserigjksjdhasdfgn'
# Make sure this key is owned by root with permissions 0400.
#
private_key: /etc/salt/my_test_key.pem
keyname: my_test_key
securitygroup: default
# Optional: Set up the location of the Salt Master
#
minion:
master: saltmaster.example.com
The required configuration varies between cloud hosts so make sure you read the provider specifics.
List Cloud Provider Options
---------------------------
You can now query the cloud provider you configured for available locations,
images, and sizes. This information is used when you set up VM profiles.
.. code-block:: bash
salt-cloud --list-locations <provider_name> # my-ec2 in the previous example
salt-cloud --list-images <provider_name>
salt-cloud --list-sizes <provider_name>
Replace ``<provider_name>`` with the name of the provider configuration you defined.
Create VM Profiles
------------------
On your Salt Master, browse to ``/etc/salt/cloud.profiles.d/`` and create a file called ``<provider>.profiles.conf``,
replacing ``<provider>`` with ``ec2``, ``softlayer``, and so on. The file must end in ``.conf``.
You can now add any custom profiles you'd like to define to this file. Here are a few examples:
.. code-block:: yaml
micro_ec2:
provider: my-ec2
image: ami-d514f291
size: t1.micro
medium_ec2:
provider: my-ec2
image: ami-d514f291
size: m3.medium
large_ec2:
provider: my-ec2
image: ami-d514f291
size: m3.large
Notice that the ``provider`` in our profile matches the provider name that we defined? That is how Salt Cloud
knows how to connect to create a VM with these attributes.
Create VMs
----------
VMs are created by calling ``salt-cloud`` with the following options:
.. code-block:: bash
salt-cloud -p <profile> <name1> <name2> ...
For example:
.. code-block:: bash
salt-cloud -p micro_ec2 minion1 minion2
Destroy VMs
-----------
Add a ``-d`` and the minion name you provided to destroy:
.. code-block:: bash
salt-cloud -d minion1 minion2
Query VMs
---------
You can view details about the VMs you've created using ``--query``:
.. code-block:: bash
salt-cloud --query
Cloud Map
---------
Now that you know how to create and destoy individual VMs, next you should
learn how to use a cloud map to create a number of VMs at once.
Cloud maps let you define a map of your infrastructure and quickly provision
any number of VMs. On subsequent runs, any VMs that do not exist are created,
and VMs that are already configured are left unmodified.
See :ref:`Cloud Map File <salt-cloud-map>`.