ansible/docsite/rst/gettingstarted.rst

Getting Started
===============

.. contents::
   :depth: 2
   :backlinks: top

Requirements
````````````

Requirements for Ansible are extremely minimal.

Ansible is written for Python 2.6.  If you are running Python 2.5 on an "Enterprise Linux" variant,
your distribution can easily install 2.6 (see instructions in the next section).  Newer versions
of Linux and OS X should already have 2.6.

In additon to Python 2.6, you will want the following packages:

* ``paramiko``
* ``PyYAML``
* ``python-jinja2``

On the managed nodes, you only need Python 2.4 or later, but if you are are running less than Python 2.6 on them, you will
also need:

* ``python-simplejson`` 

.. note::

   Ansible's "raw" module (for executing commands in a quick and dirty
   way) and the copy module -- some of the most basic features in
   ansible -- don't even need that.  So technically, you can use
   Ansible to install python-simplejson using the raw module, which
   then allows you to use everything else.  (That's jumping ahead
   though.)

Python 2.6 EPEL instructions for RHEL and CentOS 5
``````````````````````````````````````````````````

These distributions don't have Python 2.6 by default, but it is easily
installable. If you have not already done so, `configure EPEL
<http://fedoraproject.org/wiki/EPEL>`_

.. code-block:: bash

   $ yum install python26 python26-PyYAML python26-paramiko python26-jinja2

Getting Ansible
```````````````

If you are interested in using all the latest features, you may wish to keep up to date
with the development branch of the git checkout.  This also makes it easiest to contribute
back to the project.  

Instructions for installing from source are below.

Ansible's release cycles are about one month long.  Due to this
short release cycle, any bugs will generally be fixed in the next release versus maintaining 
backports on the stable branch.

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.


Running From Checkout
+++++++++++++++++++++

Ansible is trivially easy to run from a checkout, root permissions are not required
to use it:

.. code-block:: bash

    $ git clone git://github.com/ansible/ansible.git
    $ cd ./ansible
    $ source ./hacking/env-setup

You can optionally specify an inventory file (see :doc:`patterns`) other than /etc/ansible/hosts:

.. code-block:: bash

    $ echo "127.0.0.1" > ~/ansible_hosts
    $ export ANSIBLE_HOSTS=~/ansible_hosts

Now let's test things:

.. code-block:: bash

    $ ansible all -m ping --ask-pass


Make Install
++++++++++++

If you are not working from a distribution where Ansible is packaged yet, you can install Ansible 
using "make install".  This is done through `python-distutils`:

.. code-block:: bash

    $ git clone git://github.com/ansible/ansible.git
    $ cd ./ansible
    $ sudo make install


Via RPM
+++++++

RPMs for the last Ansible release are available for `EPEL
<http://fedoraproject.org/wiki/EPEL>`_ 6 and currently supported
Fedora distributions.  Ansible itself can manage earlier operating
systems that contain python 2.4 or higher.

.. code-block:: bash

    # install the epel-release RPM if needed on CentOS, RHEL, or Scientific Linux
    $ sudo yum install ansible

You can also use the ``make rpm`` command to build an RPM you can distribute and install. 
Make sure you have ``rpm-build``, ``make``, and ``python2-devel`` installed.

.. code-block:: bash

    $ git clone git://github.com/ansible/ansible.git
    $ cd ./ansible
    $ make rpm
    $ sudo rpm -Uvh ~/rpmbuild/ansible-*.noarch.rpm

Debian, Gentoo, Arch, Others
++++++++++++++++++++++++++++

Ubuntu builds are available `in a PPA here <https://launchpad.net/~rquillo/+archive/ansible>`_

Debian/Ubuntu package recipes can also be built from the source checkout, run:

.. code-block:: bash

    $ make debian

Gentoo eBuilds are available `on github here <https://github.com/uu/ubuilds>`_

An Arch PKGBUILD is available on `AUR <https://aur.archlinux.org/packages.php?ID=58621>`_
If you have python3 installed on Arch, you probably want to symlink python to python2:

.. code-block:: bash

    $ sudo ln -sf /usr/bin/python2 /usr/bin/python

If you would like to package Ansible for Homebrew, BSD, or others,
please stop by the mailing list and say hi!


Tagged Releases
+++++++++++++++

Tagged releases are available as tar.gz files from the Ansible github
project page:

* `Ansible/downloads <https://github.com/ansible/ansible/downloads>`_

Choosing Between Paramiko and Native SSH
````````````````````````````````````````

By default, ansible uses paramiko to talk to managed nodes over SSH.  Paramiko is fast, works
very transparently, requires no configuration, and is a good choice for most users.
However, it does not support some advanced SSH features that folks will want to use.

.. versionadded:: 0.5

If you want to leverage more advanced SSH features (such as Kerberized
SSH or jump hosts), pass the flag "--connection=ssh" to any ansible
command, or set the ANSIBLE_TRANSPORT environment variable to
'ssh'. This will cause Ansible to use openssh tools instead.

If ANSIBLE_SSH_ARGS are not set, ansible will try to use some sensible ControlMaster options
by default.  You are free to override this environment variable, but should still pass ControlMaster
options to ensure performance of this transport.  With ControlMaster in use, both transports
are roughly the same speed.  Without CM, the binary ssh transport is signficantly slower.

If none of this makes sense to you, the default paramiko option is probably fine.

Your first commands
```````````````````

Now that you've installed Ansible, it's time to test it.

Edit (or create) /etc/ansible/hosts and put one or more remote systems in it, for
which you have your SSH key in ``authorized_keys``::

    192.168.1.50
    aserver.example.org
    bserver.example.org

Set up SSH agent to avoid retyping passwords:

.. code-block:: bash

    $ ssh-agent bash
    $ ssh-add ~/.ssh/id_rsa

(Depending on your setup, you may wish to ansible's --private-key option to specify a pem file instead)

Now ping all your nodes:

.. code-block:: bash

   $ ansible all -m ping

In Ansible 0.7 and later, ansible will attempt to remote connect to the machines using your current
user name, just like SSH would.  In 0.6 and before, this actually defaults to 'root' (we liked the current
user behavior better).  To override the remote user name, just use the '-u' parameter.

If you would like to access sudo mode, there are also flags to do that:

.. code-block:: bash

    # as bruce
    $ ansible all -m ping -u bruce
    # as bruce, sudoing to root
    $ ansible all -m ping -u bruce --sudo 
    # as bruce, sudoing to batman
    $ ansible all -m ping -u bruce --sudo --sudo-user batman

Now run a live command on all of your nodes:
  
.. code-block:: bash

   $ ansible all -a "/bin/echo hello"

Congratulations.  You've just contacted your nodes with Ansible.  It's
now time to read some of the more real-world :doc:`examples`, and explore
what you can do with different modules, as well as the Ansible
:doc:`playbooks` language.  Ansible is not just about running commands, it
also has powerful configuration management and deployment features.  There's more to
explore, but you already have a fully working infrastructure!


.. seealso::

   :doc:`examples`
       Examples of basic commands
   :doc:`playbooks`
       Learning ansible's configuration management language
   `Mailing List <http://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