AWS CloudFormation Starter Playbook

Introduction

This repository provides a starter template for getting started creating AWS infrastructure using Ansible and CloudFormation.

Prerequisites

To run this playbook on your local machine, you must install the following prerequisites:

  • Ansible 2.4 or higher
  • Python PIP package manager
  • The following PIP packages:
    • awscli
    • boto3
    • netaddr
  • jq

You must also configure your local environment with your AWS credentials and you will also need to specify the ARN of the IAM role that your playbook will use to run provisioning tasks. Your credentials must have permissions to assume this role.

macOS Environments

On macOS environments it is recommended that you use the Homebrew package manager to install the most recent version of Python 2.7.

See brew.sh for details on how to install Homebrew.

Once Homebrew is installed you can install the latest version of Python 2.7 as follows:

$ brew install python@2
...
...

This will install the PIP package manager as pip2 and you can install Ansible and required dependencies:

$ pip2 install ansible awscli boto3 netaddr
...
...

Note that boto3 must also be installed in the system python, which you can perform as follows:

$ sudo -H /usr/bin/python -m easy_install pip
...
...
$ sudo -H /usr/bin/python -m pip install boto3 --ignore-installed six
...
...

Once you have installed boto3 in your system python, it is recommended to run the following commands to ensure your Homebrew and system python environments are configured correctly:

$ brew unlink python
...
$ brew link --overwrite python
...

Getting Started

  1. Fork this repository to your own new repository
  2. Review roles/requirements.yml and modify if required
  3. Install roles by running make roles (which executes ansible-galaxy install -r roles/requirements.yml)
  4. Define environments in the inventory file and group_vars folder. Alternatively you can use the make environment/<environment-name> command.
  5. Define a CloudFormation stack name in group_vars/all/vars.yml using the Stack.Name variable
  6. Add the ARN of the IAM role to assume in each environment by configuring the Sts.Role variable in group_vars/<environment>/vars.yml
  7. Define your CloudFormation template in templates/stack.yml.j2. Alternatively you can reference a template included with the aws-cloudformation role by setting the Stack.Template variable to the path of the template relative to the aws-cloudformation role folder (e.g. Stack.Template: templates/network.yml.j2)
  8. Define environment-specific configuration settings as required in group_vars/<environment>/vars.yml
  9. If you have stack inputs, define them using the syntax Stack.Inputs.<Parameter> in your environment settings file (e.g. Stack.Inputs.MyInputParam: some-value)
  10. Deploy your stack by running make deploy/<environment> (which executes ansible-playbook site.yml -e env=<environment>)

Conventions

  • Environment specific settings should always be formatted Config.<Parameter> (e.g. Config.VpcName), unless you have environment specific settings for variables related to the aws-sts or aws-cloudformation roles as defined below

  • Variables related to configuring the aws-sts role are formatted Sts.<Parameter> (e.g. Sts.Role)

  • Variables related to configuring the aws-cloudformation role formatted Stack.<Parameter> (e.g. Stack.Name)