Docs on general precedence (#50201) (#59120)

* Add docs/docsite/rst/reference_appendices/general_precedence.rst

Co-Authored-By: Sandra McCann <samccann@redhat.com>
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@ -69,6 +69,7 @@ Ansible releases a new major release of Ansible approximately three to four time
reference_appendices/galaxy
reference_appendices/common_return_values
reference_appendices/config
reference_appendices/general_precedence
reference_appendices/YAMLSyntax
reference_appendices/python_3_support
reference_appendices/interpreter_discovery

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.. _general_precedence_rules:
Controlling how Ansible behaves: precedence rules
=================================================
To give you maximum flexibility in managing your environments, Ansible supports many ways to control how Ansible behaves: how it connects to managed nodes, how it works once it has connected.
If you use Ansible to manage a large number of servers, network devices, and cloud resources, you may define Ansible behavior in several different places and pass that information to Ansible in several different ways.
This flexibility is convenient, but it can backfire if you do not understand the precedence rules.
These precedence rules apply to any setting that can be defined in multiple ways (by configuration settings, command-line options, playbook keywords, variables).
.. contents::
:local:
Precedence categories
---------------------
Ansible supports four sources for controlling its behavior. In order of precedence from lowest (most easily overridden) to highest (overrides all others), the categories are:
* Configuration settings
* Command-line options
* Playbook keywords
* Variables
Each category overrides any information from all lower-precedence categories. For example, a playbook keyword will override any configuration setting.
Within each precedence category, specific rules apply. However, generally speaking, 'last defined' wins and overrides any previous definitions.
Configuration settings
^^^^^^^^^^^^^^^^^^^^^^
:ref:`Configuration settings<ansible_configuration_settings>` include both values from the ``ansible.cfg`` file and environment variables. Within this category, values set in configuration files have lower precedence. Ansible uses the first ``ansible.cfg`` file it finds, ignoring all others. Ansible searches for ``ansible.cfg`` in these locations in order:
* ``ANSIBLE_CONFIG`` (environment variable if set)
* ``ansible.cfg`` (in the current directory)
* ``~/.ansible.cfg`` (in the home directory)
* ``/etc/ansible/ansible.cfg``
Environment variables have a higher precedence than entries in ``ansible.cfg``. If you have environment variables set on your control node, they override the settings in whichever ``ansible.cfg`` file Ansible loads. The value of any given environment variable follows normal shell precedence: the last value defined overwrites previous values.
Command-line options
^^^^^^^^^^^^^^^^^^^^
Any command-line option will override any configuration setting.
When you type something directly at the command line, you may feel that your hand-crafted values should override all others, but Ansible does not work that way. Command-line options have low precedence - they override configuration only. They do not override playbook keywords, variables from inventory or variables from playbooks.
You can override all other settings from all other sources in all other precedence categories at the command line by :ref:`general_precedence_extra_vars`, but that is not a command-line option, it is a way of passing a :ref:`variable<general_precedence_variables>`.
At the command line, if you pass multiple values for a parameter that accepts only a single value, the last defined value wins. For example, this :ref:`ad-hoc task<intro_adhoc>` will connect as ``carol``, not as ``mike``::
ansible -u mike -m ping myhost -u carol
Some parameters allow multiple values. In this case, Ansible will append all values from the hosts listed in inventory files inventory1 and inventory2::
ansible -i /path/inventory1 -i /path/inventory2 -m ping all
The help for each :ref:`command-line tool<command_line_tools>` lists available options for that tool.
Playbook keywords
^^^^^^^^^^^^^^^^^
Any :ref:`playbook keyword<playbook_keywords>` will override any command-line option and any configuration setting.
Within playbook keywords, precedence flows with the playbook itself; the more specific wins against the more general:
- play (most general)
- blocks/includes/imports/roles (optional and can contain tasks and each other)
- tasks (most specific)
A simple example::
- hosts: all
connection: ssh
tasks:
- name: This task uses ssh.
ping:
- name: This task uses paramiko.
connection: paramiko
ping:
In this example, the ``connection`` keyword is set to ``ssh`` at the play level. The first task inherits that value, and connects using ``ssh``. The second task inherits that value, overrides it, and connects using ``paramiko``.
The same logic applies to blocks and roles as well. All tasks, blocks, and roles within a play inherit play-level keywords; any task, block, or role can override any keyword by defining a different value for that keyword within the task, block, or role.
Remember that these are KEYWORDS, not variables. Both playbooks and variable files are defined in YAML but they have different significance.
Playbooks are the command or 'state description' structure for Ansible, variables are data we use to help make playbooks more dynamic.
.. _general_precedence_variables:
Variables
^^^^^^^^^
Any variable will override any playbook keyword, any command-line option, and any configuration setting.
Variables that have equivalent playbook keywords, command-line options, and configuration settings are known as :ref:`connection_variables`. Originally designed for connection parameters, this category has expanded to include other core variables like the temporary directory and the python interpreter.
Connection variables, like all variables, can be set in multiple ways and places. You can define variables for hosts and groups in :ref:`inventory<intro_inventory>`. You can define variables for tasks and plays in ``vars:`` blocks in :ref:`playbooks<about_playbooks>`. However, they are still variables - they are data, not keywords or configuration settings. Variables that override playbook keywords, command-line options, and configuration settings follow the same rules of :ref:`variable precedence <ansible_variable_precedence>` as any other variables.
When set in a playbook, variables follow the same inheritance rules as playbook keywords. You can set a value for the play, then override it in a task, block, or role::
- hosts: cloud
gather_facts: false
become: yes
vars:
ansible_become_user: admin
tasks:
- name: This task uses admin as the become user.
dnf:
name: some-service
state: latest
- block:
- name: This task uses service-admin as the become user.
# a task to configure the new service
- name: This task also uses service-admin as the become user, defined in the block.
# second task to configure the service
vars:
ansible_become_user: service-admin
- name: This task (outside of the block) uses admin as the become user again.
service:
name: some-service
state: restarted
Variable scope: how long is a value available?
""""""""""""""""""""""""""""""""""""""""""""""
Variable values set in a playbook exist only within the playbook object that defines them. These 'playbook object scope' variables are not available to subsequent objects, including other plays.
Variable values associated directly with a host or group, including variables defined in inventory, by vars plugins, or using modules like :ref:`set_fact<set_fact_module>` and :ref:`include_vars<include_vars_module>`, are available to all plays. These 'host scope' variables are also available via the ``hostvars[]`` dictionary.
.. _general_precedence_extra_vars:
Using ``-e`` extra variables at the command line
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
To override all other settings in all other categories, you can use extra variables: ``--extra-vars`` or ``-e`` at the command line. Values passed with ``-e`` are variables, not command-line options, and they will override configuration settings, command-line options, and playbook keywords as well as variables set elsewhere. For example, this task will connect as ``brian`` not as ``carol``::
ansible -u carol -e 'ansible_user=brian' -a whoami all
You must specify both the variable name and the value with ``--extra-vars``.

@ -121,10 +121,13 @@ ansible_local
The keys available depend on the custom facts created.
See the :ref:`setup <setup_module>` module for more details.
.. _connection_variables:
Connection variables
---------------------
Connection variables are normally used to set the specifics on how to execute actions on a target. Most of them correspond to connection plugins, but not all are specific to them; other plugins like shell, terminal and become are normally involved.
Only the common ones are described as each connection/become/shell/etc plugin can define its own overrides and specific variables.
See :ref:`general_precedence_rules` for how connection variables interact with :ref:`configuration settings<ansible_configuration_settings>`, :ref:`command-line options<command_line_tools>`, and :ref:`playbook keywords<playbook_keywords>`.
ansible_become_user
The user Ansible 'becomes' after using privilege escalation. This must be available to the 'login user'.

@ -1047,7 +1047,7 @@ Basically, anything that goes into "role defaults" (the defaults folder inside t
This last one can be superceeded by the user via ``ansible_group_priority``, which defaults to ``1`` for all groups.
This variable, ``ansible_group_priority``, can only be set in the inventory source and not in group_vars/ as the variable is used in the loading of group_vars/.
Another important thing to consider (for all versions) is that connection variables override config, command line and play/role/task specific options and keywords. For example, if your inventory specifies ``ansible_user: ramon`` and you run::
Another important thing to consider (for all versions) is that connection variables override config, command line and play/role/task specific options and keywords. See :ref:`general_precedence_rules` for more details. For example, if your inventory specifies ``ansible_user: ramon`` and you run::
ansible -u lola myhost

@ -8,9 +8,9 @@
{{name}}
{{ '=' * name_len }}
Ansible supports a few ways of providing configuration variables, mainly through environment variables, command line switches and an ini file named ``ansible.cfg``.
Ansible supports several sources for configuring its behavior, including an ini file named ``ansible.cfg``, environment variables, command-line options, playbook keywords, and variables. See :ref:`general_precedence_rules` for details on the relative precedence of each source.
Starting at Ansible 2.4 the ``ansible-config`` utility allows users to see all the configuration settings available, their defaults, how to set them and
The ``ansible-config`` utility allows users to see all the configuration settings available, their defaults, how to set them and
where their current value comes from. See :ref:`ansible-config` for more information.
.. _ansible_configuration_settings_locations:

@ -3,7 +3,8 @@
Playbook Keywords
=================
These are the keywords available on common playbook objects.
These are the keywords available on common playbook objects. Keywords are one of several sources for configuring Ansible behavior. See :ref:`general_precedence_rules` for details on the relative precedence of each source.
.. note:: Please note:

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