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diff --git a/docs/docsite/rst/playbook_guide/playbooks_reuse_roles.rst b/docs/docsite/rst/playbook_guide/playbooks_reuse_roles.rst new file mode 100644 index 0000000..99ca2bf --- /dev/null +++ b/docs/docsite/rst/playbook_guide/playbooks_reuse_roles.rst @@ -0,0 +1,615 @@ +.. _playbooks_reuse_roles: + +***** +Roles +***** + +Roles let you automatically load related vars, files, tasks, handlers, and other Ansible artifacts based on a known file structure. After you group your content in roles, you can easily reuse them and share them with other users. + +.. contents:: + :local: + +Role directory structure +======================== + +An Ansible role has a defined directory structure with eight main standard directories. You must include at least one of these directories in each role. You can omit any directories the role does not use. For example: + +.. code-block:: text + + # playbooks + site.yml + webservers.yml + fooservers.yml +.. include:: shared_snippets/role_directory.txt + + +By default Ansible will look in each directory within a role for a ``main.yml`` file for relevant content (also ``main.yaml`` and ``main``): + +- ``tasks/main.yml`` - the main list of tasks that the role executes. +- ``handlers/main.yml`` - handlers, which may be used within or outside this role. +- ``library/my_module.py`` - modules, which may be used within this role (see :ref:`embedding_modules_and_plugins_in_roles` for more information). +- ``defaults/main.yml`` - default variables for the role (see :ref:`playbooks_variables` for more information). These variables have the lowest priority of any variables available, and can be easily overridden by any other variable, including inventory variables. +- ``vars/main.yml`` - other variables for the role (see :ref:`playbooks_variables` for more information). +- ``files/main.yml`` - files that the role deploys. +- ``templates/main.yml`` - templates that the role deploys. +- ``meta/main.yml`` - metadata for the role, including role dependencies and optional Galaxy metadata such as platforms supported. + +You can add other YAML files in some directories. For example, you can place platform-specific tasks in separate files and refer to them in the ``tasks/main.yml`` file: + +.. code-block:: yaml + + # roles/example/tasks/main.yml + - name: Install the correct web server for RHEL + import_tasks: redhat.yml + when: ansible_facts['os_family']|lower == 'redhat' + + - name: Install the correct web server for Debian + import_tasks: debian.yml + when: ansible_facts['os_family']|lower == 'debian' + + # roles/example/tasks/redhat.yml + - name: Install web server + ansible.builtin.yum: + name: "httpd" + state: present + + # roles/example/tasks/debian.yml + - name: Install web server + ansible.builtin.apt: + name: "apache2" + state: present + +Roles may also include modules and other plugin types in a directory called ``library``. For more information, please refer to :ref:`embedding_modules_and_plugins_in_roles` below. + +.. _role_search_path: + +Storing and finding roles +========================= + +By default, Ansible looks for roles in the following locations: + +- in collections, if you are using them +- in a directory called ``roles/``, relative to the playbook file +- in the configured :ref:`roles_path <DEFAULT_ROLES_PATH>`. The default search path is ``~/.ansible/roles:/usr/share/ansible/roles:/etc/ansible/roles``. +- in the directory where the playbook file is located + +If you store your roles in a different location, set the :ref:`roles_path <DEFAULT_ROLES_PATH>` configuration option so Ansible can find your roles. Checking shared roles into a single location makes them easier to use in multiple playbooks. See :ref:`intro_configuration` for details about managing settings in ansible.cfg. + +Alternatively, you can call a role with a fully qualified path: + +.. code-block:: yaml + + --- + - hosts: webservers + roles: + - role: '/path/to/my/roles/common' + +Using roles +=========== + +You can use roles in three ways: + +- at the play level with the ``roles`` option: This is the classic way of using roles in a play. +- at the tasks level with ``include_role``: You can reuse roles dynamically anywhere in the ``tasks`` section of a play using ``include_role``. +- at the tasks level with ``import_role``: You can reuse roles statically anywhere in the ``tasks`` section of a play using ``import_role``. + +.. _roles_keyword: + +Using roles at the play level +----------------------------- + +The classic (original) way to use roles is with the ``roles`` option for a given play: + +.. code-block:: yaml + + --- + - hosts: webservers + roles: + - common + - webservers + +When you use the ``roles`` option at the play level, for each role 'x': + +- If roles/x/tasks/main.yml exists, Ansible adds the tasks in that file to the play. +- If roles/x/handlers/main.yml exists, Ansible adds the handlers in that file to the play. +- If roles/x/vars/main.yml exists, Ansible adds the variables in that file to the play. +- If roles/x/defaults/main.yml exists, Ansible adds the variables in that file to the play. +- If roles/x/meta/main.yml exists, Ansible adds any role dependencies in that file to the list of roles. +- Any copy, script, template or include tasks (in the role) can reference files in roles/x/{files,templates,tasks}/ (dir depends on task) without having to path them relatively or absolutely. + +When you use the ``roles`` option at the play level, Ansible treats the roles as static imports and processes them during playbook parsing. Ansible executes each play in this order: + +- Any ``pre_tasks`` defined in the play. +- Any handlers triggered by pre_tasks. +- Each role listed in ``roles:``, in the order listed. Any role dependencies defined in the role's ``meta/main.yml`` run first, subject to tag filtering and conditionals. See :ref:`role_dependencies` for more details. +- Any ``tasks`` defined in the play. +- Any handlers triggered by the roles or tasks. +- Any ``post_tasks`` defined in the play. +- Any handlers triggered by post_tasks. + +.. note:: + If using tags with tasks in a role, be sure to also tag your pre_tasks, post_tasks, and role dependencies and pass those along as well, especially if the pre/post tasks and role dependencies are used for monitoring outage window control or load balancing. See :ref:`tags` for details on adding and using tags. + +You can pass other keywords to the ``roles`` option: + +.. code-block:: yaml + + --- + - hosts: webservers + roles: + - common + - role: foo_app_instance + vars: + dir: '/opt/a' + app_port: 5000 + tags: typeA + - role: foo_app_instance + vars: + dir: '/opt/b' + app_port: 5001 + tags: typeB + +When you add a tag to the ``role`` option, Ansible applies the tag to ALL tasks within the role. + +When using ``vars:`` within the ``roles:`` section of a playbook, the variables are added to the play variables, making them available to all tasks within the play before and after the role. This behavior can be changed by :ref:`DEFAULT_PRIVATE_ROLE_VARS`. + +Including roles: dynamic reuse +------------------------------ + +You can reuse roles dynamically anywhere in the ``tasks`` section of a play using ``include_role``. While roles added in a ``roles`` section run before any other tasks in a play, included roles run in the order they are defined. If there are other tasks before an ``include_role`` task, the other tasks will run first. + +To include a role: + +.. code-block:: yaml + + --- + - hosts: webservers + tasks: + - name: Print a message + ansible.builtin.debug: + msg: "this task runs before the example role" + + - name: Include the example role + include_role: + name: example + + - name: Print a message + ansible.builtin.debug: + msg: "this task runs after the example role" + +You can pass other keywords, including variables and tags, when including roles: + +.. code-block:: yaml + + --- + - hosts: webservers + tasks: + - name: Include the foo_app_instance role + include_role: + name: foo_app_instance + vars: + dir: '/opt/a' + app_port: 5000 + tags: typeA + ... + +When you add a :ref:`tag <tags>` to an ``include_role`` task, Ansible applies the tag `only` to the include itself. This means you can pass ``--tags`` to run only selected tasks from the role, if those tasks themselves have the same tag as the include statement. See :ref:`selective_reuse` for details. + +You can conditionally include a role: + +.. code-block:: yaml + + --- + - hosts: webservers + tasks: + - name: Include the some_role role + include_role: + name: some_role + when: "ansible_facts['os_family'] == 'RedHat'" + +Importing roles: static reuse +----------------------------- + +You can reuse roles statically anywhere in the ``tasks`` section of a play using ``import_role``. The behavior is the same as using the ``roles`` keyword. For example: + +.. code-block:: yaml + + --- + - hosts: webservers + tasks: + - name: Print a message + ansible.builtin.debug: + msg: "before we run our role" + + - name: Import the example role + import_role: + name: example + + - name: Print a message + ansible.builtin.debug: + msg: "after we ran our role" + +You can pass other keywords, including variables and tags, when importing roles: + +.. code-block:: yaml + + --- + - hosts: webservers + tasks: + - name: Import the foo_app_instance role + import_role: + name: foo_app_instance + vars: + dir: '/opt/a' + app_port: 5000 + ... + +When you add a tag to an ``import_role`` statement, Ansible applies the tag to `all` tasks within the role. See :ref:`tag_inheritance` for details. + +.. _role_argument_spec: + +Role argument validation +======================== + +Beginning with version 2.11, you may choose to enable role argument validation based on an argument +specification. This specification is defined in the ``meta/argument_specs.yml`` file (or with the ``.yaml`` +file extension). When this argument specification is defined, a new task is inserted at the beginning of role execution +that will validate the parameters supplied for the role against the specification. If the parameters fail +validation, the role will fail execution. + +.. note:: + + Ansible also supports role specifications defined in the role ``meta/main.yml`` file, as well. However, + any role that defines the specs within this file will not work on versions below 2.11. For this reason, + we recommend using the ``meta/argument_specs.yml`` file to maintain backward compatibility. + +.. note:: + + When role argument validation is used on a role that has defined :ref:`dependencies <role_dependencies>`, + then validation on those dependencies will run before the dependent role, even if argument validation fails + for the dependent role. + +Specification format +-------------------- + +The role argument specification must be defined in a top-level ``argument_specs`` block within the +role ``meta/argument_specs.yml`` file. All fields are lower-case. + +:entry-point-name: + + * The name of the role entry point. + * This should be ``main`` in the case of an unspecified entry point. + * This will be the base name of the tasks file to execute, with no ``.yml`` or ``.yaml`` file extension. + + :short_description: + + * A short, one-line description of the entry point. + * The ``short_description`` is displayed by ``ansible-doc -t role -l``. + + :description: + + * A longer description that may contain multiple lines. + + :author: + + * Name of the entry point authors. + * Use a multi-line list if there is more than one author. + + :options: + + * Options are often called "parameters" or "arguments". This section defines those options. + * For each role option (argument), you may include: + + :option-name: + + * The name of the option/argument. + + :description: + + * Detailed explanation of what this option does. It should be written in full sentences. + + :type: + + * The data type of the option. See :ref:`Argument spec <argument_spec>` for allowed values for ``type``. Default is ``str``. + * If an option is of type ``list``, ``elements`` should be specified. + + :required: + + * Only needed if ``true``. + * If missing, the option is not required. + + :default: + + * If ``required`` is false/missing, ``default`` may be specified (assumed 'null' if missing). + * Ensure that the default value in the docs matches the default value in the code. The actual + default for the role variable will always come from ``defaults/main.yml``. + * The default field must not be listed as part of the description, unless it requires additional information or conditions. + * If the option is a boolean value, you should use `true/false` if you want to be compatible with `ansible-lint`. + + :choices: + + * List of option values. + * Should be absent if empty. + + :elements: + + * Specifies the data type for list elements when type is ``list``. + + :options: + + * If this option takes a dict or list of dicts, you can define the structure here. + +Sample specification +-------------------- + +.. code-block:: yaml + + # roles/myapp/meta/argument_specs.yml + --- + argument_specs: + # roles/myapp/tasks/main.yml entry point + main: + short_description: The main entry point for the myapp role. + options: + myapp_int: + type: "int" + required: false + default: 42 + description: "The integer value, defaulting to 42." + + myapp_str: + type: "str" + required: true + description: "The string value" + + # roles/myapp/tasks/alternate.yml entry point + alternate: + short_description: The alternate entry point for the myapp role. + options: + myapp_int: + type: "int" + required: false + default: 1024 + description: "The integer value, defaulting to 1024." + +.. _run_role_twice: + +Running a role multiple times in one play +========================================= + +Ansible only executes each role once in a play, even if you define it multiple times, unless the parameters defined on the role are different for each definition. For example, Ansible only runs the role ``foo`` once in a play like this: + +.. code-block:: yaml + + --- + - hosts: webservers + roles: + - foo + - bar + - foo + +You have two options to force Ansible to run a role more than once. + +Passing different parameters +---------------------------- + +If you pass different parameters in each role definition, Ansible runs the role more than once. Providing different variable values is not the same as passing different role parameters. You must use the ``roles`` keyword for this behavior, since ``import_role`` and ``include_role`` do not accept role parameters. + +This play runs the ``foo`` role twice: + +.. code-block:: yaml + + --- + - hosts: webservers + roles: + - { role: foo, message: "first" } + - { role: foo, message: "second" } + +This syntax also runs the ``foo`` role twice; + +.. code-block:: yaml + + --- + - hosts: webservers + roles: + - role: foo + message: "first" + - role: foo + message: "second" + +In these examples, Ansible runs ``foo`` twice because each role definition has different parameters. + +Using ``allow_duplicates: true`` +-------------------------------- + +Add ``allow_duplicates: true`` to the ``meta/main.yml`` file for the role: + +.. code-block:: yaml + + # playbook.yml + --- + - hosts: webservers + roles: + - foo + - foo + + # roles/foo/meta/main.yml + --- + allow_duplicates: true + +In this example, Ansible runs ``foo`` twice because we have explicitly enabled it to do so. + +.. _role_dependencies: + +Using role dependencies +======================= + +Role dependencies let you automatically pull in other roles when using a role. + +Role dependencies are prerequisites, not true dependencies. The roles do not have a parent/child relationship. Ansible loads all listed roles, runs the roles listed under ``dependencies`` first, then runs the role that lists them. The play object is the parent of all roles, including roles called by a ``dependencies`` list. + +Role dependencies are stored in the ``meta/main.yml`` file within the role directory. This file should contain a list of roles and parameters to insert before the specified role. For example: + +.. code-block:: yaml + + # roles/myapp/meta/main.yml + --- + dependencies: + - role: common + vars: + some_parameter: 3 + - role: apache + vars: + apache_port: 80 + - role: postgres + vars: + dbname: blarg + other_parameter: 12 + +Ansible always executes roles listed in ``dependencies`` before the role that lists them. Ansible executes this pattern recursively when you use the ``roles`` keyword. For example, if you list role ``foo`` under ``roles:``, role ``foo`` lists role ``bar`` under ``dependencies`` in its meta/main.yml file, and role ``bar`` lists role ``baz`` under ``dependencies`` in its meta/main.yml, Ansible executes ``baz``, then ``bar``, then ``foo``. + +Running role dependencies multiple times in one play +---------------------------------------------------- + +Ansible treats duplicate role dependencies like duplicate roles listed under ``roles:``: Ansible only executes role dependencies once, even if defined multiple times, unless the parameters, tags, or when clause defined on the role are different for each definition. If two roles in a play both list a third role as a dependency, Ansible only runs that role dependency once, unless you pass different parameters, tags, when clause, or use ``allow_duplicates: true`` in the role you want to run multiple times. See :ref:`Galaxy role dependencies <galaxy_dependencies>` for more details. + +.. note:: + + Role deduplication does not consult the invocation signature of parent roles. Additionally, when using ``vars:`` instead of role params, there is a side effect of changing variable scoping. Using ``vars:`` results in those variables being scoped at the play level. In the below example, using ``vars:`` would cause ``n`` to be defined as ``4`` through the entire play, including roles called before it. + + In addition to the above, users should be aware that role de-duplication occurs before variable evaluation. This means that :term:`Lazy Evaluation` may make seemingly different role invocations equivalently the same, preventing the role from running more than once. + + +For example, a role named ``car`` depends on a role named ``wheel`` as follows: + +.. code-block:: yaml + + --- + dependencies: + - role: wheel + n: 1 + - role: wheel + n: 2 + - role: wheel + n: 3 + - role: wheel + n: 4 + +And the ``wheel`` role depends on two roles: ``tire`` and ``brake``. The ``meta/main.yml`` for wheel would then contain the following: + +.. code-block:: yaml + + --- + dependencies: + - role: tire + - role: brake + +And the ``meta/main.yml`` for ``tire`` and ``brake`` would contain the following: + +.. code-block:: yaml + + --- + allow_duplicates: true + +The resulting order of execution would be as follows: + +.. code-block:: text + + tire(n=1) + brake(n=1) + wheel(n=1) + tire(n=2) + brake(n=2) + wheel(n=2) + ... + car + +To use ``allow_duplicates: true`` with role dependencies, you must specify it for the role listed under ``dependencies``, not for the role that lists it. In the example above, ``allow_duplicates: true`` appears in the ``meta/main.yml`` of the ``tire`` and ``brake`` roles. The ``wheel`` role does not require ``allow_duplicates: true``, because each instance defined by ``car`` uses different parameter values. + +.. note:: + See :ref:`playbooks_variables` for details on how Ansible chooses among variable values defined in different places (variable inheritance and scope). + Also deduplication happens ONLY at the play level, so multiple plays in the same playbook may rerun the roles. + +.. _embedding_modules_and_plugins_in_roles: + +Embedding modules and plugins in roles +====================================== + +.. note:: + This applies only to standalone roles. Roles in collections do not support plugin embedding; they must use the collection's ``plugins`` structure to distribute plugins. + +If you write a custom module (see :ref:`developing_modules`) or a plugin (see :ref:`developing_plugins`), you might wish to distribute it as part of a role. For example, if you write a module that helps configure your company's internal software, and you want other people in your organization to use this module, but you do not want to tell everyone how to configure their Ansible library path, you can include the module in your internal_config role. + +To add a module or a plugin to a role: +Alongside the 'tasks' and 'handlers' structure of a role, add a directory named 'library' and then include the module directly inside the 'library' directory. + +Assuming you had this: + +.. code-block:: text + + roles/ + my_custom_modules/ + library/ + module1 + module2 + +The module will be usable in the role itself, as well as any roles that are called *after* this role, as follows: + +.. code-block:: yaml + + --- + - hosts: webservers + roles: + - my_custom_modules + - some_other_role_using_my_custom_modules + - yet_another_role_using_my_custom_modules + +If necessary, you can also embed a module in a role to modify a module in Ansible's core distribution. For example, you can use the development version of a particular module before it is released in production releases by copying the module and embedding the copy in a role. Use this approach with caution, as API signatures may change in core components, and this workaround is not guaranteed to work. + +The same mechanism can be used to embed and distribute plugins in a role, using the same schema. For example, for a filter plugin: + +.. code-block:: text + + roles/ + my_custom_filter/ + filter_plugins + filter1 + filter2 + +These filters can then be used in a Jinja template in any role called after 'my_custom_filter'. + +Sharing roles: Ansible Galaxy +============================= + +`Ansible Galaxy <https://galaxy.ansible.com>`_ is a free site for finding, downloading, rating, and reviewing all kinds of community-developed Ansible roles and can be a great way to get a jumpstart on your automation projects. + +The client ``ansible-galaxy`` is included in Ansible. The Galaxy client allows you to download roles from Ansible Galaxy and provides an excellent default framework for creating your own roles. + +Read the `Ansible Galaxy documentation <https://galaxy.ansible.com/docs/>`_ page for more information. A page that refers back to this one frequently is the Galaxy Roles document which explains the required metadata your role needs for use in Galaxy <https://galaxy.ansible.com/docs/contributing/creating_role.html>. + +.. seealso:: + + :ref:`ansible_galaxy` + How to create new roles, share roles on Galaxy, role management + :ref:`yaml_syntax` + Learn about YAML syntax + :ref:`working_with_playbooks` + Review the basic Playbook language features + :ref:`tips_and_tricks` + Tips and tricks for playbooks + :ref:`playbooks_variables` + Variables in playbooks + :ref:`playbooks_conditionals` + Conditionals in playbooks + :ref:`playbooks_loops` + Loops in playbooks + :ref:`tags` + Using tags to select or skip roles/tasks in long playbooks + :ref:`list_of_collections` + Browse existing collections, modules, and plugins + :ref:`developing_modules` + Extending Ansible by writing your own modules + `GitHub Ansible examples <https://github.com/ansible/ansible-examples>`_ + Complete playbook files from the GitHub project source + `Mailing List <https://groups.google.com/group/ansible-project>`_ + Questions? 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