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Role Cookbook Model

This is intended to show a working example of the "Role Cookbook Model". By following the steps outlined below, you can setup a Chef Environment to use this model and try it out for yourself. Most of this follows the model set forth by Jeremy Miller @jeremymv2, a colleague of mine @Chef, you can see his original Environment Pinning guide here - https://github.com/jeremymv2/env_pinning.

What is the "Role Cookbook Model?"

The Role Cookbook Model (referred to as the RCM from here) has been referred to as a few different things overthe years. It's been called the "Application" cookbook model, "Environment" model, and probably some other things. I thin the "Role" model is the best namefor this because it just makes sense, you'll see what I mean when you read on.

Key Concepts

  • Limited Blast Radius - The RCM helps to ensure that changes you make to a system, or group of systems, is limited to the intended target(s).
  • Iterate & Fail Often - When you're blast radius is large, it makes it hard to fail often, because failing means a bunch of things get broken. In true (here come some fun DevOps~ words) DevOps fashion, it helps you to be more agile, by allowing you to target smaller groups of systems in a more controlled manner. And helps you fix problems in lower environments more quickly.
  • Appropriately Scoped - The RCM pattern should typically follow your organizational pattern, meaning the scope of your orgs, environments and roles should generally line up with the teams that actually touch the infra and apps that live within them.
  • Scaleable - This pattern is scaleable because it is repeatable and efficient. It lends itself to the practice of starting small, iterating, then repeating with other targets. It also allows for complete autonomy within environments, for example, the ability to have multiple roles within an environment and make changes to them without affecting each other.

A Simplified View of the Role Cookbook Model

The image below shows a simplified view of the Role Cookbook ecosystem, along with the steps needed to update a Role Cookbook and publish it to your environment. You'll notice the roles end in _g for "green" and _b for "blue" , this is for a typical blue/green deployment scenario.

Role Cookbook Update Process

  1. A new version of the openssl cookbook has become available in the community Chef Supermarket. The first step is to update the metadata.rb of the Application Cookbook, in this case web_backend_cb. Also, as part of this step, you would bump the version of the web_backend_cb to a higher version.
  2. The next step is to update your Role Cookbook with the new version of the application cookbook you just bumped. Again, in doing so, you will in-turn bump the version of the Role Cookbook.
  3. The final step is to "flip the switch" on the Environment 'cookbook_versions' pinnings. Once you do this, and push the Environment .json up to the Chef Server, the changes will take affect.

Notice in the above model, the "blast radius" is limited to the web_backend_g role only. This ensures that the changes we are making are only going to be applied to the nodes that have been assigned that role.