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Running Config Drift Tests Using Ansible or DSC Inside Hyper-V

#1
11-10-2021, 08:19 AM
When you're working on managing configurations in environments using Hyper-V, drift is a common challenge. I’ve seen it affect the consistency of systems, leading to unexpected behaviors that can impact deployment and operational efficiency. Using tools like Ansible or DSC can help you tackle this problem effectively by automating the management of your configurations.

With Ansible, you have the power to define your desired state for systems and ensure compliance through declarative configurations. If you haven’t worked with Ansible, I find it essential to emphasize how playbooks allow for flexibility. You start by creating a playbook that describes how to configure your systems. Let’s consider the example of a web server set up. In an Ansible playbook, you would declare the installation of packages like Nginx, set up configuration files, and ensure services are running. If there’s a drift—say, someone inadvertently modifies the Nginx configuration—running your Ansible playbook again restores that configuration to what you initially defined.

I like to structure my playbooks neatly. A typical example might look like this:



- name: Ensure web server is configured
hosts: webservers
tasks:
- name: Install Nginx
apt:
name: nginx
state: present

- name: Copy the Nginx config file
template:
src: nginx.conf.j2
dest: /etc/nginx/nginx.conf

- name: Ensure Nginx is running
service:
name: nginx
state: started
enabled: true


This playbook does three things: it makes sure Nginx is installed, updates the configuration file from a Jinja2 template, and ensures the service is running. If any configuration drifts from what is defined in your playbook, rerunning it will bring everything back to the correct state.

On the other hand, let’s talk about Desired State Configuration (DSC). DSC behaves similarly but is more deeply integrated with PowerShell. With DSC, you define configuration as a code using PowerShell scripts. It allows management directly in Windows environments, which I find useful when I'm working within an ecosystem dominated by Microsoft technologies. The configuration report feature also lets you verify whether the systems comply with the stated configurations.

For example, I could define a DSC resource to manage IIS:


Configuration MyWebServer {
Node 'webserver1' {
WindowsFeature IIS {
Ensure = 'Present'
Name = 'Web-Server'
}

File WebConfig {
Ensure = 'Present'
DestinationPath = 'C:\inetpub\wwwroot\web.config'
SourcePath = '\\fileServer\configs\web.config'
}

Service IISService {
Name = 'W3SVC'
Ensure = 'Running'
StartUpType = 'Automatic'
}
}
}

MyWebServer
Start-DscConfiguration MyWebServer


The DSC script above checks if the IIS feature is present, ensures the correct configuration file is in place, and makes sure the IIS service is running. Should anyone alter any settings that go against this defined state, executing the DSC configuration will rectify those mismatches.

One thing you might want to consider when using these tools is their interaction with Hyper-V. When a virtual machine is spun up, it might inherit configurations that are not aligned with what should be the case across your infrastructure. Utilizing either Ansible or DSC to check and correct these states in Hyper-V VMs is something I encourage. You can manage this by configuring your Ansible inventory or DSC pull server to point to the Hyper-V instances, enabling automatic checks.

One practical example would involve using Ansible to manage the Hyper-V hosts directly via WinRM. After setting up your Ansible control machine, you'll need to configure your Hyper-V hosts to allow for remote management. This involves some precise steps like configuring WinRM on your Hyper-V hosts, but once that's done, you'll interact with these VMs seamlessly.

Running drift tests can be designed as part of a CI/CD pipeline, which can automatically trigger a check every time code is pushed to your repository. For instance, you can schedule a nightly job that runs your Ansible playbook against all your Hyper-V VMs. The playbook can check logs, validate configuration states, and more. You will receive a report on what occurred during the task execution. If the drift is detected, a notification can trigger to inform the team which components were out of alignment.

DSC can integrate similarly into pipeline processes, especially if you leverage tools like Azure DevOps. With Azure Pipelines, I often set up a task that executes my DSC configuration as a part of the deployment process. Any drift detected can halt the deployment process or roll back to the previous state, ensuring consistency in environments.

Another captivating area to explore is how you handle Hyper-V snapshots along with configuration management. When snapshots are taken, those can capture the VM's current state, including configurations. After restoring a snapshot, a drift check should ideally occur to verify if the current configuration aligns with what your Ansible playbook or DSC configuration files dictate. This adds a layer of safety while exploiting the benefits of Hyper-V snapshot features.

Practically speaking, the frequency of drift tests should be determined based on business needs. If the environment is volatile with frequent changes, I recommend more rigorous checks—maybe every hour or so. For more stable environments, a weekly or even monthly drift test might suffice.

In terms of persistence and reporting, I often use logging mechanisms combined with monitoring solutions to maintain visibility. The drift checks performed through Ansible or DSC can be logged in a centralized logging system. Using ELK stack or similar solutions to visualize these logs will empower the team to examine trends over time.

Now, for troubleshooting, if something goes wrong during a drift test execution, knowing how to interpret errors is critical. Ansible’s error messages can be detailed, and I usually take the time to understand why a particular task failed. Make sure you're familiar with Ansible's debugging features. Use the '-vvv' flag when running ansible-playbook commands to get verbose output; it'll give insights into each step's execution and help identify the issue.

With DSC, I always review the reported configuration status carefully. The 'Get-DscConfigurationStatus' and 'Get-DscConfiguration' cmdlets provide valuable insight into which nodes are compliant and which ones need attention.

When you apply these tools and strategies to PowerShell or Ansible, managing configuration drift becomes a more streamlined process. The combination of automation and monitoring not only mitigates issues but also fosters a culture of infrastructure as code within your organization.

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savas
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Joined: Jun 2018
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