431 lines
15 KiB
Plaintext
431 lines
15 KiB
Plaintext
---
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description: >
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The chef-client Packer provisioner installs and configures software on
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machines
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built by Packer using chef-client. Packer configures a Chef client to talk to
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a
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remote Chef Server to provision the machine.
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layout: docs
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page_title: Chef Client - Provisioners
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sidebar_title: Chef Client
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---
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# Chef Client Provisioner
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Type: `chef-client`
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The Chef Client Packer provisioner installs and configures software on machines
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built by Packer using [chef-client](https://docs.chef.io/chef_client.html).
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Packer configures a Chef client to talk to a remote Chef Server to provision
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the machine.
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The provisioner will even install Chef onto your machine if it isn't already
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installed, using the official Chef installers provided by Chef.
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## Basic Example
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The example below is fully functional. It will install Chef onto the remote
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machine and run Chef client.
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```json
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{
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"type": "chef-client",
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"server_url": "https://mychefserver.com/"
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}
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```
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Note: to properly clean up the Chef node and client the machine on which packer
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is running must have knife on the path and configured globally, i.e,
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`~/.chef/knife.rb` must be present and configured for the target chef server
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## Configuration Reference
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The reference of available configuration options is listed below. No
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configuration is actually required.
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- `chef_environment` (string) - The name of the chef_environment sent to the
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Chef server. By default this is empty and will not use an environment.
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- `chef_license` (string) - As of Chef v15, Chef requires users to accept a
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license. Defaults to `accept-silent` when `skip_install` is false and
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`install_command` is unset. Possible values are `accept`,
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`accept-silent` and `accept-no-persist`. For details see [Accepting the
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Chef License](https://docs.chef.io/chef_license_accept.html).
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This is a [template engine](/docs/templates/engine.html). Therefore, you
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may use user variables and template functions in this field.
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- `config_template` (string) - Path to a template that will be used for the
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Chef configuration file. By default Packer only sets configuration it needs
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to match the settings set in the provisioner configuration. If you need to
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set configurations that the Packer provisioner doesn't support, then you
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should use a custom configuration template. See the dedicated "Chef
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Configuration" section below for more details.
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- `elevated_user` and `elevated_password` (string) - If specified, Chef will
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be run with elevated privileges using the given Windows user. See the
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[powershell](/docs/provisioners/powershell) provisioner for the full
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details.
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- `encrypted_data_bag_secret_path` (string) - The path to the file containing
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the secret for encrypted data bags. By default, this is empty, so no secret
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will be available.
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- `execute_command` (string) - The command used to execute Chef. This has
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various [configuration template variables](/docs/templates/engine)
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available. See below for more information.
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- `guest_os_type` (string) - The target guest OS type, either "unix" or
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"windows". Setting this to "windows" will cause the provisioner to use
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Windows friendly paths and commands. By default, this is "unix".
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- `install_command` (string) - The command used to install Chef. This has
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various [configuration template variables](/docs/templates/engine)
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available. See below for more information.
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- `json` (object) - An arbitrary mapping of JSON that will be available as
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node attributes while running Chef.
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- `knife_command` (string) - The command used to run Knife during node
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clean-up. This has various [configuration template
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variables](/docs/templates/engine) available. See below for more
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information.
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- `node_name` (string) - The name of the node to register with the Chef
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Server. This is optional and by default is `packer-{{uuid}}`.
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- `policy_group` (string) - The name of a policy group that exists on the
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Chef server. `policy_name` must also be specified.
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- `policy_name` (string) - The name of a policy, as identified by the name
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setting in a `Policyfile.rb` file. `policy_group` must also be specified.
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- `prevent_sudo` (boolean) - By default, the configured commands that are
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executed to install and run Chef are executed with `sudo`. If this is true,
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then the sudo will be omitted. This has no effect when guest_os_type is
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windows.
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- `run_list` (array of strings) - The [run
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list](http://docs.chef.io/essentials_node_object_run_lists) for Chef.
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By default this is empty, and will use the run list sent down by the Chef
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Server.
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- `server_url` (string) - The URL to the Chef server. This is required.
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- `skip_clean_client` (boolean) - If true, Packer won't remove the client
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from the Chef server after it is done running. By default, this is false.
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- `skip_clean_node` (boolean) - If true, Packer won't remove the node from
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the Chef server after it is done running. By default, this is false.
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- `skip_clean_staging_directory` (boolean) - If true, Packer won't remove the
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Chef staging directory from the machine after it is done running. By
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default, this is false.
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- `skip_install` (boolean) - If true, Chef will not automatically be
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installed on the machine using the Chef omnibus installers.
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- `ssl_verify_mode` (string) - Set to "verify_none" to skip validation of
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SSL certificates. If not set, this defaults to "verify_peer" which
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validates all SSL certifications.
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- `trusted_certs_dir` (string) - This is a directory that contains additional
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SSL certificates to trust. Any certificates in this directory will be added
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to whatever CA bundle ruby is using. Use this to add self-signed certs for
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your Chef Server or local HTTP file servers.
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- `staging_directory` (string) - This is the directory where all the
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configuration of Chef by Packer will be placed. By default this is
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`/tmp/packer-chef-client` when guest_os_type unix and
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`$env:TEMP/packer-chef-client` when windows. This directory doesn't need to
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exist but must have proper permissions so that the user that Packer uses is
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able to create directories and write into this folder. By default the
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provisioner will create and chmod 0777 this directory.
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- `client_key` (string) - Path to client key. If not set, this defaults to a
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file named client.pem in `staging_directory`.
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- `validation_client_name` (string) - Name of the validation client. If not
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set, this won't be set in the configuration and the default that Chef uses
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will be used.
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- `validation_key_path` (string) - Path to the validation key for
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communicating with the Chef Server. This will be uploaded to the remote
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machine. If this is NOT set, then it is your responsibility via other means
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(shell provisioner, etc.) to get a validation key to where Chef expects it.
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- `version` (string) - The version of Chef to be installed. By default this
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is empty which will install the latest version of Chef.
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@include 'provisioners/common-config.mdx'
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## Chef Configuration
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By default, Packer uses a simple Chef configuration file in order to set the
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options specified for the provisioner. But Chef is a complex tool that supports
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many configuration options. Packer allows you to specify a custom configuration
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template if you'd like to set custom configurations.
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The default value for the configuration template is:
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```liquid
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log_level :info
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log_location STDOUT
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chef_server_url "{{.ServerUrl}}"
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client_key "{{.ClientKey}}"
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chef_license "{{.ChefLicense}}"
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{{if ne .EncryptedDataBagSecretPath ""}}
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encrypted_data_bag_secret "{{.EncryptedDataBagSecretPath}}"
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{{end}}
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{{if ne .ValidationClientName ""}}
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validation_client_name "{{.ValidationClientName}}"
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{{else}}
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validation_client_name "chef-validator"
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{{end}}
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{{if ne .ValidationKeyPath ""}}
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validation_key "{{.ValidationKeyPath}}"
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{{end}}
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node_name "{{.NodeName}}"
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{{if ne .ChefEnvironment ""}}
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environment "{{.ChefEnvironment}}"
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{{end}}
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{{if ne .PolicyGroup ""}}
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policy_group "{{.PolicyGroup}}"
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{{end}}
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{{if ne .PolicyName ""}}
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policy_name "{{.PolicyName}}"
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{{end}}
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{{if ne .SslVerifyMode ""}}
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ssl_verify_mode :{{.SslVerifyMode}}
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{{end}}
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{{if ne .TrustedCertsDir ""}}
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trusted_certs_dir :{{.TrustedCertsDir}}
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{{end}}
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```
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This template is a [configuration template](/docs/templates/engine) and
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has a set of variables available to use:
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- `ChefEnvironment` - The Chef environment name.
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- `ChefLicense` - The Chef license acceptance value.
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- `EncryptedDataBagSecretPath` - The path to the secret key file to decrypt
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encrypted data bags.
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- `NodeName` - The node name set in the configuration.
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- `ServerUrl` - The URL of the Chef Server set in the configuration.
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- `SslVerifyMode` - Whether Chef SSL verify mode is on or off.
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- `TrustedCertsDir` - Path to dir with trusted certificates.
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- `ValidationClientName` - The name of the client used for validation.
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- `ValidationKeyPath` - Path to the validation key, if it is set.
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## Execute Command
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By default, Packer uses the following command (broken across multiple lines for
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readability) to execute Chef:
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```liquid
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{{if .Sudo}}sudo {{end}}chef-client \
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--no-color \
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-c {{.ConfigPath}} \
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-j {{.JsonPath}}
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```
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When guest_os_type is set to "windows", Packer uses the following command to
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execute Chef. The full path to Chef is required because the PATH environment
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variable changes don't immediately propagate to running processes.
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```liquid
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c:/opscode/chef/bin/chef-client.bat \
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--no-color \
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-c {{.ConfigPath}} \
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-j {{.JsonPath}}
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```
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This command can be customized using the `execute_command` configuration. As
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you can see from the default value above, the value of this configuration can
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contain various template variables, defined below:
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- `ConfigPath` - The path to the Chef configuration file.
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- `JsonPath` - The path to the JSON attributes file for the node.
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- `Sudo` - A boolean of whether to `sudo` the command or not, depending on
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the value of the `prevent_sudo` configuration.
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## Install Command
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By default, Packer uses the following command (broken across multiple lines for
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readability) to install Chef. This command can be customized if you want to
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install Chef in another way.
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```text
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curl -L https://omnitruck.chef.io/chef/install.sh | \
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{{if .Sudo}}sudo{{end}} bash
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```
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When guest_os_type is set to "windows", Packer uses the following command to
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install the latest version of Chef:
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```text
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powershell.exe -Command "(New-Object System.Net.WebClient).DownloadFile('http://chef.io/chef/install.msi', 'C:\\Windows\\Temp\\chef.msi');Start-Process 'msiexec' -ArgumentList '/qb /i C:\\Windows\\Temp\\chef.msi' -NoNewWindow -Wait"
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```
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This command can be customized using the `install_command` configuration.
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## Knife Command
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By default, Packer uses the following command (broken across multiple lines for
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readability) to execute Chef:
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```liquid
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{{if .Sudo}}sudo {{end}}knife \
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{{.Args}} \
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{{.Flags}}
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```
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When guest_os_type is set to "windows", Packer uses the following command to
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execute Chef. The full path to Chef is required because the PATH environment
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variable changes don't immediately propagate to running processes.
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```liquid
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c:/opscode/chef/bin/knife.bat \
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{{.Args}} \
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{{.Flags}}
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```
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This command can be customized using the `knife_command` configuration. As you
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can see from the default value above, the value of this configuration can
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contain various template variables, defined below:
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- `Args` - The command arguments that are getting passed to the Knife
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command.
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- `Flags` - The command flags that are getting passed to the Knife command..
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- `Sudo` - A boolean of whether to `sudo` the command or not, depending on
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the value of the `prevent_sudo` configuration.
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## Folder Permissions
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!> The `chef-client` provisioner will chmod the directory with your Chef
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keys to 777. This is to ensure that Packer can upload and make use of that
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directory. However, once the machine is created, you usually don't want to keep
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these directories with those permissions. To change the permissions on the
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directories, append a shell provisioner after Chef to modify them.
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## Examples
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### Chef Client Local Mode - Simple
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The following example shows how to run the `chef-client` provisioner in local
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mode.
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**Packer variables**
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Set the necessary Packer variables using environment variables or provide a
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[var file](/docs/templates/user-variables).
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```json
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"variables": {
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"chef_dir": "/tmp/packer-chef-client"
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}
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```
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**Setup the** `chef-client` **provisioner**
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Make sure we have the correct directories and permissions for the `chef-client`
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provisioner. You will need to bootstrap the Chef run by providing the necessary
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cookbooks using Berkshelf or some other means.
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```json
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"provisioners": [
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...
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{ "type": "shell", "inline": [ "mkdir -p {{user `chef_dir`}}" ] },
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{ "type": "file", "source": "./roles", "destination": "{{user `chef_dir`}}" },
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{ "type": "file", "source": "./cookbooks", "destination": "{{user `chef_dir`}}" },
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{ "type": "file", "source": "./data_bags", "destination": "{{user `chef_dir`}}" },
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{ "type": "file", "source": "./environments", "destination": "{{user `chef_dir`}}" },
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{ "type": "file", "source": "./scripts/install_chef.sh", "destination": "{{user `chef_dir`}}/install_chef.sh" },
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{
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"type": "chef-client",
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"install_command": "sudo bash {{user `chef_dir`}}/install_chef.sh",
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"server_url": "http://localhost:8889",
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"config_template": "./config/client.rb.template",
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"run_list": [ "role[testing]" ],
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"skip_clean_node": true,
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"skip_clean_client": true
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}
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...
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]
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```
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And ./config/client.rb.template referenced by the above configuration:
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```ruby
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log_level :info
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log_location STDOUT
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local_mode true
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chef_zero.enabled true
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ssl_verify_mode "verify_peer"
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role_path "{{user `chef_dir`}}/roles"
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data_bag_path "{{user `chef_dir`}}/data_bags"
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environment_path "{{user `chef_dir`}}/environments"
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cookbook_path [ "{{user `chef_dir`}}/cookbooks" ]
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```
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### Chef Client Local Mode - Passing variables
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The following example shows how to run the `chef-client` provisioner in local
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mode, while passing a `run_list` using a variable.
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**Local environment variables**
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# Machine's Chef directory
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export PACKER_CHEF_DIR=/var/chef-packer
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# Comma separated run_list
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export PACKER_CHEF_RUN_LIST="recipe[apt],recipe[nginx]"
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**Packer variables**
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Set the necessary Packer variables using environment variables or provide a
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[var file](/docs/templates/user-variables).
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```json
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"variables": {
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"chef_dir": "{{env `PACKER_CHEF_DIR`}}",
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"chef_run_list": "{{env `PACKER_CHEF_RUN_LIST`}}",
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"chef_client_config_tpl": "{{env `PACKER_CHEF_CLIENT_CONFIG_TPL`}}",
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"packer_chef_bootstrap_dir": "{{env `PACKER_CHEF_BOOTSTRAP_DIR`}}" ,
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"packer_uid": "{{env `PACKER_UID`}}",
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"packer_gid": "{{env `PACKER_GID`}}"
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}
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```
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**Setup the** `chef-client` **provisioner**
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Make sure we have the correct directories and permissions for the `chef-client`
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provisioner. You will need to bootstrap the Chef run by providing the necessary
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cookbooks using Berkshelf or some other means.
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```json
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({
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"type": "file",
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"source": "{{user `packer_chef_bootstrap_dir`}}",
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"destination": "/tmp/bootstrap"
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},
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{
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"type": "shell",
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"inline": [
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"sudo mkdir -p {{user `chef_dir`}}",
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"sudo mkdir -p /tmp/packer-chef-client",
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"sudo chown {{user `packer_uid`}}.{{user `packer_gid`}} /tmp/packer-chef-client",
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"sudo sh /tmp/bootstrap/bootstrap.sh"
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]
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},
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{
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"type": "chef-client",
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"server_url": "http://localhost:8889",
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"config_template": "{{user `chef_client_config_tpl`}}/client.rb.tpl",
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"skip_clean_node": true,
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"skip_clean_client": true,
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"run_list": "{{user `chef_run_list`}}"
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})
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```
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