summaryrefslogtreecommitdiff
path: root/docs/docsite/rst/installation_guide/intro_installation.rst
blob: 4e3beb0ed931fdf9036f8a906a037939625520bc (plain)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
.. _installation_guide:
.. _intro_installation_guide:

Installing Ansible
===================

This page describes how to install Ansible on different platforms.
Ansible is an agentless automation tool that by default manages machines over the SSH protocol. Once installed, Ansible does
not add a database, and there will be no daemons to start or keep running.  You only need to install it on one machine (which could easily be a laptop) and it can manage an entire fleet of remote machines from that central point.  When Ansible manages remote machines, it does not leave software installed or running on them, so there's no real question about how to upgrade Ansible when moving to a new version.


.. contents::
  :local:

Prerequisites
--------------

You install Ansible on a control node, which then uses SSH (by default) to communicate with your managed nodes (those end devices you want to automate).

.. _control_node_requirements:

Control node requirements
^^^^^^^^^^^^^^^^^^^^^^^^^

Currently Ansible can be run from any machine with Python 2 (version 2.7) or Python 3 (versions 3.5 and higher) installed.
This includes Red Hat, Debian, CentOS, macOS, any of the BSDs, and so on.
Windows is not supported for the control node.

When choosing a control node, bear in mind that any management system benefits from being run near the machines being managed. If you are running Ansible in a cloud, consider running it from a machine inside that cloud. In most cases this will work better than on the open Internet.

.. note::

    macOS by default is configured for a small number of file handles, so if you want to use 15 or more forks you'll need to raise the ulimit with ``sudo launchctl limit maxfiles unlimited``. This command can also fix any "Too many open files" error.


.. warning::

    Please note that some modules and plugins have additional requirements. For modules these need to be satisfied on the 'target' machine (the managed node) and should be listed in the module specific docs.

.. _managed_node_requirements:

Managed node requirements
^^^^^^^^^^^^^^^^^^^^^^^^^

On the managed nodes, you need a way to communicate, which is normally SSH. By
default this uses SFTP. If that's not available, you can switch to SCP in
:ref:`ansible.cfg <ansible_configuration_settings>`.  You also need Python 2 (version 2.6 or later) or Python 3 (version 3.5 or
later).

.. note::

   * If you have SELinux enabled on remote nodes, you will also want to install
     libselinux-python on them before using any copy/file/template related functions in Ansible. You
     can use the :ref:`yum module<yum_module>` or :ref:`dnf module<dnf_module>` in Ansible to install this package on remote systems
     that do not have it.

   * By default, Ansible uses the Python interpreter located at :file:`/usr/bin/python` to run its
     modules.  However, some Linux distributions may only have a Python 3 interpreter installed to
     :file:`/usr/bin/python3` by default.  On those systems, you may see an error like::

        "module_stdout": "/bin/sh: /usr/bin/python: No such file or directory\r\n"

     you can either set the :ref:`ansible_python_interpreter<ansible_python_interpreter>` inventory variable (see
     :ref:`inventory`) to point at your interpreter or you can install a Python 2 interpreter for
     modules to use. You will still need to set :ref:`ansible_python_interpreter<ansible_python_interpreter>` if the Python
     2 interpreter is not installed to :command:`/usr/bin/python`.

   * Ansible's :ref:`raw module<raw_module>`, and the :ref:`script module<script_module>`, do not depend
     on a client side install of Python to run.  Technically, you can use Ansible to install a compatible
     version of Python using the :ref:`raw module<raw_module>`, which then allows you to use everything else.
     For example, if you need to bootstrap Python 2 onto a RHEL-based system, you can install it
     as follows:

     .. code-block:: shell

        $ ansible myhost --become -m raw -a "yum install -y python2"

.. _what_version:

Selecting an Ansible version to install
---------------------------------------

Which Ansible version to install is based on your particular needs. You can choose any of the following ways to install Ansible:

* Install the latest release with your OS package manager (for Red Hat Enterprise Linux (TM), CentOS, Fedora, Debian, or Ubuntu).
* Install with ``pip`` (the Python package manager).
* Install from source to access the development (``devel``) version to develop or test the latest features.

.. note::

	You should only run Ansible from ``devel`` if you are actively developing content for Ansible. This is a rapidly changing source of code and can become unstable at any point.


Ansible creates new releases two to three times a year. Due to this short release cycle,
minor bugs will generally be fixed in the next release versus maintaining backports on the stable branch.
Major bugs will still have maintenance releases when needed, though these are infrequent.


.. _installing_the_control_node:
.. _from_yum:

Installing Ansible on RHEL, CentOS, or Fedora
----------------------------------------------

On Fedora:

.. code-block:: bash

    $ sudo dnf install ansible

On RHEL and CentOS:

.. code-block:: bash

    $ sudo yum install ansible

RPMs for RHEL 7  and RHEL 8 are available from the `Ansible Engine repository <https://access.redhat.com/articles/3174981>`_.

To enable the Ansible Engine repository for RHEL 8, run the following command:

.. code-block:: bash

    $ sudo subscription-manager repos --enable ansible-2.9-for-rhel-8-x86_64-rpms

To enable the Ansible Engine repository for RHEL 7, run the following command:

.. code-block:: bash

    $ sudo subscription-manager repos --enable rhel-7-server-ansible-2.9-rpms

RPMs for currently supported versions of RHEL, CentOS, and Fedora are available from `EPEL <https://fedoraproject.org/wiki/EPEL>`_ as well as `releases.ansible.com <https://releases.ansible.com/ansible/rpm>`_.

Ansible version 2.4 and later can manage earlier operating systems that contain Python 2.6 or higher.

You can also build an RPM yourself. From the root of a checkout or tarball, use the ``make rpm`` command to build an RPM you can distribute and install.

.. code-block:: bash

    $ git clone https://github.com/ansible/ansible.git
    $ cd ./ansible
    $ make rpm
    $ sudo rpm -Uvh ./rpm-build/ansible-*.noarch.rpm

.. _from_apt:

Installing Ansible on Ubuntu
----------------------------

Ubuntu builds are available `in a PPA here <https://launchpad.net/~ansible/+archive/ubuntu/ansible>`_.

To configure the PPA on your machine and install Ansible run these commands:

.. code-block:: bash

    $ sudo apt update
    $ sudo apt install software-properties-common
    $ sudo apt-add-repository --yes --update ppa:ansible/ansible
    $ sudo apt install ansible

.. note:: On older Ubuntu distributions, "software-properties-common" is called "python-software-properties". You may want to use ``apt-get`` instead of ``apt`` in older versions. Also, be aware that only newer distributions (i.e. 18.04, 18.10, etc.) have a ``-u`` or ``--update`` flag, so adjust your script accordingly.

Debian/Ubuntu packages can also be built from the source checkout, run:

.. code-block:: bash

    $ make deb

You may also wish to run from source to get the development branch, which is covered below.

Installing Ansible on Debian
----------------------------

Debian users may leverage the same source as the Ubuntu PPA.

Add the following line to /etc/apt/sources.list:

.. code-block:: bash

    deb http://ppa.launchpad.net/ansible/ansible/ubuntu trusty main

Then run these commands:

.. code-block:: bash

    $ sudo apt-key adv --keyserver keyserver.ubuntu.com --recv-keys 93C4A3FD7BB9C367
    $ sudo apt update
    $ sudo apt install ansible

.. note:: This method has been verified with the Trusty sources in Debian Jessie and Stretch but may not be supported in earlier versions. You may want to use ``apt-get`` instead of ``apt`` in older versions.

Installing Ansible on Gentoo with portage
-----------------------------------------

.. code-block:: bash

    $ emerge -av app-admin/ansible

To install the newest version, you may need to unmask the Ansible package prior to emerging:

.. code-block:: bash

    $ echo 'app-admin/ansible' >> /etc/portage/package.accept_keywords

Installing Ansible on FreeBSD
-----------------------------

Though Ansible works with both Python 2 and 3 versions, FreeBSD has different packages for each Python version.
So to install you can use:

.. code-block:: bash

    $ sudo pkg install py27-ansible

or:

.. code-block:: bash

    $ sudo pkg install py36-ansible


You may also wish to install from ports, run:

.. code-block:: bash

    $ sudo make -C /usr/ports/sysutils/ansible install

You can also choose a specific version, i.e  ``ansible25``.

Older versions of FreeBSD worked with something like this (substitute for your choice of package manager):

.. code-block:: bash

    $ sudo pkg install ansible

.. _on_macos:

Installing Ansible on macOS
---------------------------

The preferred way to install Ansible on a Mac is with ``pip``.

The instructions can be found in :ref:`from_pip`. If you are running macOS version 10.12 or older, then you should upgrade to the latest ``pip`` to connect to the Python Package Index securely.

.. _from_pkgutil:

Installing Ansible on Solaris
-----------------------------

Ansible is available for Solaris as `SysV package from OpenCSW <https://www.opencsw.org/packages/ansible/>`_.

.. code-block:: bash

    # pkgadd -d http://get.opencsw.org/now
    # /opt/csw/bin/pkgutil -i ansible

.. _from_pacman:

Installing Ansible on Arch Linux
---------------------------------

Ansible is available in the Community repository::

    $ pacman -S ansible

The AUR has a PKGBUILD for pulling directly from GitHub called `ansible-git <https://aur.archlinux.org/packages/ansible-git>`_.

Also see the `Ansible <https://wiki.archlinux.org/index.php/Ansible>`_ page on the ArchWiki.

.. _from_sbopkg:

Installing Ansible on Slackware Linux
-------------------------------------

Ansible build script is available in the `SlackBuilds.org <https://slackbuilds.org/apps/ansible/>`_ repository.
Can be built and installed using `sbopkg <https://sbopkg.org/>`_.

Create queue with Ansible and all dependencies::

    # sqg -p ansible

Build and install packages from a created queuefile (answer Q for question if sbopkg should use queue or package)::

    # sbopkg -k -i ansible

.. _from swupd:

Installing Ansible on Clear Linux
---------------------------------

Ansible and its dependencies are available as part of the sysadmin host management bundle::

    $ sudo swupd bundle-add sysadmin-hostmgmt

Update of the software will be managed by the swupd tool::

   $ sudo swupd update

.. _from_pip:

Installing Ansible with ``pip``
--------------------------------

Ansible can be installed with ``pip``, the Python package manager.  If ``pip`` isn't already available on your system of Python, run the following commands to install it::

    $ curl https://bootstrap.pypa.io/get-pip.py -o get-pip.py
    $ python get-pip.py --user

Then install Ansible [1]_::

    $ pip install --user ansible

Or if you are looking for the development version::

    $ pip install --user git+https://github.com/ansible/ansible.git@devel

If you are installing on macOS Mavericks (10.9), you may encounter some noise from your compiler. A workaround is to do the following::

    $ CFLAGS=-Qunused-arguments CPPFLAGS=-Qunused-arguments pip install --user ansible

In order to use the ``paramiko`` connection plugin or modules that require ``paramiko``, install the required module [2]_::

    $ pip install --user paramiko

Ansible can also be installed inside a new or existing ``virtualenv``::

    $ python -m virtualenv ansible  # Create a virtualenv if one does not already exist
    $ source ansible/bin/activate   # Activate the virtual environment
    $ pip install ansible

If you wish to install Ansible globally, run the following commands::

    $ sudo python get-pip.py
    $ sudo pip install ansible

.. note::

    Running ``pip`` with ``sudo`` will make global changes to the system. Since ``pip`` does not coordinate with system package managers, it could make changes to your system that leaves it in an inconsistent or non-functioning state. This is particularly true for macOS. Installing with ``--user`` is recommended unless you understand fully the implications of modifying global files on the system.

.. note::

    Older versions of ``pip`` default to http://pypi.python.org/simple, which no longer works.
    Please make sure you have the latest version of ``pip`` before installing Ansible.
    If you have an older version of ``pip`` installed, you can upgrade by following `pip's upgrade instructions <https://pip.pypa.io/en/stable/installing/#upgrading-pip>`_ .



.. _from_source:

Running Ansible from source (devel)
-----------------------------------

.. note::

	You should only run Ansible from ``devel`` if you are actively developing content for Ansible. This is a rapidly changing source of code and can become unstable at any point.

Ansible is easy to run from source. You do not need ``root`` permissions
to use it and there is no software to actually install. No daemons
or database setup are required.

.. note::

   If you want to use Ansible Tower as the control node, do not use a source installation of Ansible. Please use an OS package manager (like ``apt`` or ``yum``) or ``pip`` to install a stable version.


To install from source, clone the Ansible git repository:

.. code-block:: bash

    $ git clone https://github.com/ansible/ansible.git
    $ cd ./ansible

Once ``git`` has cloned the Ansible repository, setup the Ansible environment:

Using Bash:

.. code-block:: bash

    $ source ./hacking/env-setup

Using Fish::

    $ source ./hacking/env-setup.fish

If you want to suppress spurious warnings/errors, use::

    $ source ./hacking/env-setup -q

If you don't have ``pip`` installed in your version of Python, install it::

    $ curl https://bootstrap.pypa.io/get-pip.py -o get-pip.py
    $ python get-pip.py --user

Ansible also uses the following Python modules that need to be installed [1]_:

.. code-block:: bash

    $ pip install --user -r ./requirements.txt

To update Ansible checkouts, use pull-with-rebase so any local changes are replayed.

.. code-block:: bash

    $ git pull --rebase

.. code-block:: bash

    $ git pull --rebase #same as above
    $ git submodule update --init --recursive

Once running the env-setup script you'll be running from checkout and the default inventory file
will be ``/etc/ansible/hosts``. You can optionally specify an inventory file (see :ref:`inventory`)
other than ``/etc/ansible/hosts``:

.. code-block:: bash

    $ echo "127.0.0.1" > ~/ansible_hosts
    $ export ANSIBLE_INVENTORY=~/ansible_hosts

You can read more about the inventory file at :ref:`inventory`.

Now let's test things with a ping command:

.. code-block:: bash

    $ ansible all -m ping --ask-pass

You can also use "sudo make install".

.. _tagged_releases:

Finding tarballs of tagged releases
-----------------------------------

Packaging Ansible or wanting to build a local package yourself, but don't want to do a git checkout?  Tarballs of releases are available on the `Ansible downloads <https://releases.ansible.com/ansible>`_ page.

These releases are also tagged in the `git repository <https://github.com/ansible/ansible/releases>`_ with the release version.


.. _shell_completion:

Ansible command shell completion
--------------------------------

As of Ansible 2.9, shell completion of the Ansible command line utilities is available and provided through an optional dependency
called ``argcomplete``. ``argcomplete`` supports bash, and has limited support for zsh and tcsh.

You can install ``python-argcomplete`` from EPEL on Red Hat Enterprise based distributions, and or from the standard OS repositories for many other distributions.

For more information about installing and configuration see the `argcomplete documentation <https://argcomplete.readthedocs.io/en/latest/>`_.

Installing ``argcomplete`` on RHEL, CentOS, or Fedora
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

On Fedora:

.. code-block:: bash

    $ sudo dnf install python-argcomplete

On RHEL and CentOS:

.. code-block:: bash

    $ sudo yum install epel-release
    $ sudo yum install python-argcomplete


Installing ``argcomplete`` with ``apt``
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

.. code-block:: bash

    $ sudo apt install python-argcomplete


Installing ``argcomplete`` with ``pip``
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

.. code-block:: bash

    $ pip install argcomplete

Configuring ``argcomplete``
^^^^^^^^^^^^^^^^^^^^^^^^^^^^

There are 2 ways to configure ``argcomplete`` to allow shell completion of the Ansible command line utilities: globally or per command.

Globally
"""""""""

Global completion requires bash 4.2.

.. code-block:: bash

    $ sudo activate-global-python-argcomplete

This will write a bash completion file to a global location. Use ``--dest`` to change the location.

Per command
"""""""""""

If you do not have bash 4.2, you must register each script independently.

.. code-block:: bash

    $ eval $(register-python-argcomplete ansible)
    $ eval $(register-python-argcomplete ansible-config)
    $ eval $(register-python-argcomplete ansible-console)
    $ eval $(register-python-argcomplete ansible-doc)
    $ eval $(register-python-argcomplete ansible-galaxy)
    $ eval $(register-python-argcomplete ansible-inventory)
    $ eval $(register-python-argcomplete ansible-playbook)
    $ eval $(register-python-argcomplete ansible-pull)
    $ eval $(register-python-argcomplete ansible-vault)

You should place the above commands into your shells profile file such as ``~/.profile`` or ``~/.bash_profile``.

``argcomplete`` with zsh or tcsh
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

See the `argcomplete documentation <https://argcomplete.readthedocs.io/en/latest/>`_.

.. _getting_ansible:

Ansible on GitHub
-----------------

You may also wish to follow the `GitHub project <https://github.com/ansible/ansible>`_ if
you have a GitHub account. This is also where we keep the issue tracker for sharing
bugs and feature ideas.


.. seealso::

   :ref:`intro_adhoc`
       Examples of basic commands
   :ref:`working_with_playbooks`
       Learning ansible's configuration management language
   :ref:`installation_faqs`
       Ansible Installation related to FAQs
   `Mailing List <https://groups.google.com/group/ansible-project>`_
       Questions? Help? Ideas?  Stop by the list on Google Groups
   `irc.freenode.net <http://irc.freenode.net>`_
       #ansible IRC chat channel

.. [1] If you have issues with the "pycrypto" package install on macOS, then you may need to try ``CC=clang sudo -E pip install pycrypto``.
.. [2] ``paramiko`` was included in Ansible's ``requirements.txt`` prior to 2.8.