/automation-good-practices

Recommended practices for all elements of automation using Ansible, starting with collections and roles, continuing with playbooks, inventories and plug-ins... These good practices are planned to be used by all Red Hat teams interested but can of course be used by others.

Good Practices for Ansible - GPA

Introduction

Ansible is simple, flexible, and powerful. Like any powerful tool, there are many ways to use it, some better than others.

This document aims to gather good practices from the field of Ansible practitioners at Red Hat, consultants, developers, and others. And thus it strives to give any Red Hat employee, partner or customer (or any Ansible user) a guideline from which to start in good conditions their automation journey.

Those are opiniated guidelines based on the experience of many people. They are not meant to be followed blindly if they don’t fit the reader’s specific use case, organization or needs; there is a reason why they are called good and not best practices.

The reader of this document is expected to have working practice of Ansible. If they are new to Ansible, the official Ansible documentation is a better place to start.

This document is split in six main sections. Each section covers a different aspect of automation using Ansible (and in a broader term the whole Red Hat Ansible Automation Platform, including Ansible Tower):

  1. structures: we need to know what to use for which purpose before we can delve into the details, this section explains this.

  2. roles: as we recommend to use roles to host the most actual Ansible code, this is also where we’ll cover the more low level aspects of code (tasks, variables, etc…​).

  3. collections

  4. playbooks

  5. inventories

  6. plugins

Each section is then made of guidelines, one sentence hopefully easy to remember, followed by description, rationale and examples. The HTML version of this document makes the content collapsable so that all guidelines can be seen at once in a very overseeable way, for the reader to uncollapse the content of guidelines they is interested in.

A rationale is expected for each good practice, with a reference if applicable. It is really helpful to know not only how to do certain things, but why to do them in this way. It will also help with further revisions of the standards as some items may become obsolete or no longer applicable. If the reason is not included, there is a risk of keeping items that are no longer applicable, or alternatively blindly removing items that should be kept. It also has great educational value for understanding how things actually work (or how they don’t).