path: root/docs/docsite/rst/reference_appendices/test_strategies.rst

.. _testing_strategies:

Testing Strategies
==================

.. _testing_intro:

Integrating Testing With Ansible Playbooks
``````````````````````````````````````````

Many times, people ask, "how can I best integrate testing with Ansible playbooks?"  There are many options.  Ansible is actually designed
to be a "fail-fast" and ordered system, therefore it makes it easy to embed testing directly in Ansible playbooks.  In this chapter,
we'll go into some patterns for integrating tests of infrastructure and discuss the right level of testing that may be appropriate.

.. note:: This is a chapter about testing the application you are deploying, not the chapter on how to test Ansible modules during development.  For that content, please hop over to the Development section.

By incorporating a degree of testing into your deployment workflow, there will be fewer surprises when code hits production and, in many cases,
tests can be used in production to prevent failed updates from migrating across an entire installation.  Since it's push-based, it's
also very easy to run the steps on the localhost or testing servers. Ansible lets you insert as many checks and balances into your upgrade workflow as you would like to have.

The Right Level of Testing
``````````````````````````

Ansible resources are models of desired-state.  As such, it should not be necessary to test that services are started, packages are
installed, or other such things. Ansible is the system that will ensure these things are declaratively true.   Instead, assert these
things in your playbooks.

.. code-block:: yaml

   tasks:
     - ansible.builtin.service:
         name: foo
         state: started
         enabled: true

If you think the service may not be started, the best thing to do is request it to be started.  If the service fails to start, Ansible
will yell appropriately. (This should not be confused with whether the service is doing something functional, which we'll show more about how to
do later).

.. _check_mode_drift:

Check Mode As A Drift Test
``````````````````````````

In the above setup, ``--check`` mode in Ansible can be used as a layer of testing as well.  If running a deployment playbook against an
existing system, using the ``--check`` flag to the `ansible` command will report if Ansible thinks it would have had to have made any changes to
bring the system into a desired state.

This can let you know up front if there is any need to deploy onto the given system.  Ordinarily, scripts and commands don't run in check mode, so if you
want certain steps to execute in normal mode even when the ``--check`` flag is used, such as calls to the script module, disable check mode for those tasks:

.. code:: yaml


   roles:
     - webserver

   tasks:
     - ansible.builtin.script: verify.sh
       check_mode: false

Modules That Are Useful for Testing
```````````````````````````````````

Certain playbook modules are particularly good for testing.  Below is an example that ensures a port is open:

.. code:: yaml

   tasks:

     - ansible.builtin.wait_for:
         host: "{{ inventory_hostname }}"
         port: 22
       delegate_to: localhost
      
Here's an example of using the URI module to make sure a web service returns:

.. code:: yaml

   tasks:

     - action: uri url=https://www.example.com return_content=yes
       register: webpage

     - fail:
         msg: 'service is not happy'
       when: "'AWESOME' not in webpage.content"

It's easy to push an arbitrary script (in any language) on a remote host and the script will automatically fail if it has a non-zero return code:

.. code:: yaml

   tasks:

     - ansible.builtin.script: test_script1
     - ansible.builtin.script: test_script2 --parameter value --parameter2 value

If using roles (you should be, roles are great!), scripts pushed by the script module can live in the 'files/' directory of a role.

And the assert module makes it very easy to validate various kinds of truth:

.. code:: yaml

   tasks:

      - ansible.builtin.shell: /usr/bin/some-command --parameter value
        register: cmd_result

      - ansible.builtin.assert:
          that:
            - "'not ready' not in cmd_result.stderr"
            - "'gizmo enabled' in cmd_result.stdout"

Should you feel the need to test for the existence of files that are not declaratively set by your Ansible configuration, the 'stat' module is a great choice:

.. code:: yaml

   tasks:

      - ansible.builtin.stat:
          path: /path/to/something
        register: p

      - ansible.builtin.assert:
          that:
            - p.stat.exists and p.stat.isdir


As mentioned above, there's no need to check things like the return codes of commands.  Ansible is checking them automatically.
Rather than checking for a user to exist, consider using the user module to make it exist.

Ansible is a fail-fast system, so when there is an error creating that user, it will stop the playbook run.  You do not have
to check up behind it.

Testing Lifecycle
`````````````````

If writing some degree of basic validation of your application into your playbooks, they will run every time you deploy.

As such, deploying into a local development VM and a staging environment will both validate that things are according to plan
ahead of your production deploy.

Your workflow may be something like this:

.. code:: text

    - Use the same playbook all the time with embedded tests in development
    - Use the playbook to deploy to a staging environment (with the same playbooks) that simulates production
    - Run an integration test battery written by your QA team against staging
    - Deploy to production, with the same integrated tests.

Something like an integration test battery should be written by your QA team if you are a production webservice.  This would include
things like Selenium tests or automated API tests and would usually not be something embedded into your Ansible playbooks.

However, it does make sense to include some basic health checks into your playbooks, and in some cases it may be possible to run
a subset of the QA battery against remote nodes. This is what the next section covers.

Integrating Testing With Rolling Updates
````````````````````````````````````````

If you have read into :ref:`playbooks_delegation` it may quickly become apparent that the rolling update pattern can be extended, and you
can use the success or failure of the playbook run to decide whether to add a machine into a load balancer or not. 

This is the great culmination of embedded tests:

.. code:: yaml

    ---

    - hosts: webservers
      serial: 5

      pre_tasks:

        - name: take out of load balancer pool
          ansible.builtin.command: /usr/bin/take_out_of_pool {{ inventory_hostname }}
          delegate_to: 127.0.0.1

      tasks:

        - ansible.builtin.include_role:
            name: "{{ item }}"
          loop:
            - common
            - webserver

        - name: run any notified handlers
          ansible.builtin.meta: flush_handlers

        - name: test the configuration
          ansible.builtin.include_role:
            name: apply_testing_checks

      post_tasks:

        - name: add back to load balancer pool
          ansible.builtin.command: /usr/bin/add_back_to_pool {{ inventory_hostname }}
          delegate_to: 127.0.0.1

Of course in the above, the "take out of the pool" and "add back" steps would be replaced with a call to an Ansible load balancer
module or appropriate shell command.  You might also have steps that use a monitoring module to start and end an outage window
for the machine.

However, what you can see from the above is that tests are used as a gate -- if the "apply_testing_checks" step is not performed,
the machine will not go back into the pool.

Read the delegation chapter about "max_fail_percentage" and you can also control how many failing tests will stop a rolling update
from proceeding.

This above approach can also be modified to run a step from a testing machine remotely against a machine:

.. code:: yaml

    ---

    - hosts: webservers
      serial: 5

      pre_tasks:

        - name: take out of load balancer pool
          ansible.builtin.command: /usr/bin/take_out_of_pool {{ inventory_hostname }}
          delegate_to: 127.0.0.1

      roles:

         - common
         - webserver

      tasks:
         - ansible.builtin.script: /srv/qa_team/app_testing_script.sh --server {{ inventory_hostname }}
           delegate_to: testing_server

      post_tasks:

        - name: add back to load balancer pool
          ansible.builtin.command: /usr/bin/add_back_to_pool {{ inventory_hostname }}
          delegate_to: 127.0.0.1

In the above example, a script is run from the testing server against a remote node prior to bringing it back into
the pool.

In the event of a problem, fix the few servers that fail using Ansible's automatically generated 
retry file to repeat the deploy on just those servers.

Achieving Continuous Deployment
```````````````````````````````

If desired, the above techniques may be extended to enable continuous deployment practices.

The workflow may look like this:

.. code:: text

    - Write and use automation to deploy local development VMs
    - Have a CI system like Jenkins deploy to a staging environment on every code change
    - The deploy job calls testing scripts to pass/fail a build on every deploy
    - If the deploy job succeeds, it runs the same deploy playbook against production inventory

Some Ansible users use the above approach to deploy a half-dozen or dozen times an hour without taking all of their infrastructure
offline.  A culture of automated QA is vital if you wish to get to this level.  

If you are still doing a large amount of manual QA, you should still make the decision on whether to deploy manually as well, but
it can still help to work in the rolling update patterns of the previous section and incorporate some basic health checks using
modules like 'script', 'stat', 'uri', and 'assert'.

Conclusion
``````````

Ansible believes you should not need another framework to validate basic things of your infrastructure is true.  This is the case
because Ansible is an order-based system that will fail immediately on unhandled errors for a host, and prevent further configuration
of that host.  This forces errors to the top and shows them in a summary at the end of the Ansible run.

However, as Ansible is designed as a multi-tier orchestration system, it makes it very easy to incorporate tests into the end of
a playbook run, either using loose tasks or roles.  When used with rolling updates, testing steps can decide whether to put a machine
back into a load balanced pool or not.

Finally, because Ansible errors propagate all the way up to the return code of the Ansible program itself, and Ansible by default
runs in an easy push-based mode, Ansible is a great step to put into a build environment if you wish to use it to roll out systems
as part of a Continuous Integration/Continuous Delivery pipeline, as is covered in sections above.

The focus should not be on infrastructure testing, but on application testing, so we strongly encourage getting together with your
QA team and ask what sort of tests would make sense to run every time you deploy development VMs, and which sort of tests they would like
to run against the staging environment on every deploy.  Obviously at the development stage, unit tests are great too.  But don't unit
test your playbook.  Ansible describes states of resources declaratively, so you don't have to.  If there are cases where you want
to be sure of something though, that's great, and things like stat/assert are great go-to modules for that purpose.

In all, testing is a very organizational and site-specific thing.  Everybody should be doing it, but what makes the most sense for your
environment will vary with what you are deploying and who is using it -- but everyone benefits from a more robust and reliable deployment
system.

.. seealso::

   :ref:`list_of_collections`
       Browse existing collections, modules, and plugins
   :ref:`working_with_playbooks`
       An introduction to playbooks
   :ref:`playbooks_delegation`
       Delegation, useful for working with load balancers, clouds, and locally executed steps.
   `User Mailing List <https://groups.google.com/group/ansible-project>`_
       Have a question?  Stop by the google group!
   :ref:`communication_irc`
       How to join Ansible chat channels