"inventory" by "Lee" on Flickr

Using a AWS Dynamic Inventory with Ansible 2.10

In Ansible 2.10, Ansible started bundling modules and plugins as “Collections”, basically meaning that Ansible didn’t need to make a release every time a vendor wanted to update the libraries it required, or API changes required new fields to be supplied to modules. As part of this split between “Collections” and “Core”, the AWS modules and plugins got moved into a collection.

Now, if you’re using Ansible 2.9 or earlier, this probably doesn’t impact you, but there are some nice features in Ansible 2.10 that I wanted to use, so… buckle up :)

Getting started with Ansible 2.10, using a virtual environment

If you currently are using Ansible 2.9, it’s probably worth creating a “python virtual environment”, or “virtualenv” to try out Ansible 2.10. I did this on my Ubuntu 20.04 machine by typing:

sudo apt install -y virtualenv
mkdir -p ~/bin
cd ~/bin
virtualenv -p python3 ansible_2.10

The above ensures that you have virtualenv installed, creates a directory called “bin” in your home directory, if it doesn’t already exist, and then places the virtual environment, using Python3, into a directory there called “ansible_2.10“.

Whenever we want to use this new environment you must activate it, using this command:

source ~/bin/ansible_2.10/bin/activate

Once you’ve executed this, any binary packages created in that virtual environment will be executed from there, in preference to the file system packages.

You can tell that you’ve “activated” this virtual environment, because your prompt changes from user@HOST:~$ to (ansible_2.10) user@HOST:~$ which helps ๐Ÿ˜€

Next, let’s create a requirements.txt file. This will let us install the environment in a repeatable manner (which is useful with Ansible). Here’s the content of this file.

ansible>=2.10
boto3
botocore

So, this isn’t just Ansible, it’s also the supporting libraries we’ll need to talk to AWS from Ansible.

We execute the following command:

pip install -r requirements.txt

Note, on Windows Subsystem for Linux version 1 (which I’m using) this will take a reasonable while, particularly if it’s crossing from the WSL environment into the Windows environment, depending on where you have specified the virtual environment to be placed.

If you get an error message about something to do with being unable to install ffi, then you’ll need to install the package libffi-dev with sudo apt install -y libffi-dev and then re-run the pip install command above.

Once the installation has completed, you can run ansible --version to see something like the following:

ansible 2.10.2
  config file = None
  configured module search path = ['/home/user/.ansible/plugins/modules', '/usr/share/ansible/plugins/modules']
  ansible python module location = /home/user/ansible_2.10/lib/python3.8/site-packages/ansible
  executable location = /home/user/ansible_2.10/bin/ansible
  python version = 3.8.2 (default, Jul 16 2020, 14:00:26) [GCC 9.3.0]

Configuring Ansible for local collections

Ansible relies on certain paths in the filesystem to store things like collections, roles and modules, but I like to circumvent these things – particularly if I’m developing something, or moving from one release to the next. Fortunately, Ansible makes this very easy, using a single file, ansible.cfg to tell the code that’s running in this path where to find things.

A quick note on File permissions with ansible.cfg

Note that the POSIX file permissions for the directory you’re in really matter! It must be set to 775 (-rwxrwxr-x) as a maximum – if it’s “world writable” (the last number) it won’t use this file! Other options include 770, 755. If you accidentally set this as world writable, or are using a directory from the “Windows” side of WSL, then you’ll get an error message like this:

[WARNING]: Ansible is being run in a world writable directory (/home/user/ansible_2.10_aws), ignoring it as an ansible.cfg source. For more information see
https://docs.ansible.com/ansible/devel/reference_appendices/config.html#cfg-in-world-writable-dir

That link is this one: https://docs.ansible.com/ansible/devel/reference_appendices/config.html#cfg-in-world-writable-dir and has some useful advice.

Back to configuring Ansible

In ansible.cfg, I have the following configured:

[defaults]
collections_paths = ./collections:~/.ansible/collections:/usr/share/ansible/collections

This file didn’t previously exist in this directory, so I created that file.

This block asks Ansible to check the following paths in order:

  • collections in this path (e.g. /home/user/ansible_2.10_aws/collections)
  • collections in the .ansible directory under the user’s home directory (e.g. /home/user/.ansible/collections)
  • and finally /usr/share/ansible/collections for system-wide collections.

If you don’t configure Ansible with the ansible.cfg file, the default is to store the collections in ~/.ansible/collections, but you can “only have one version of the collection”, so this means that if you’re relying on things not to change when testing, or if you’re running multiple versions of Ansible on your system, then it’s safest to store the collections in the same file tree as you’re working in!

Installing Collections

Now we have Ansible 2.10 installed, and our Ansible configuration file set up, let’s get our collection ready to install. We do this with a requirements.yml file, like this:

---
collections:
- name: amazon.aws
  version: ">=1.2.1"

What does this tell us? Firstly, that we want to install the Amazon AWS collection from Ansible Galaxy. Secondly that we want at least the most current version (which is currently version 1.2.1). If you leave the version line out, it’ll get “the latest” version. If you replace ">=1.2.1" with 1.2.1 it’ll install exactly that version from Galaxy.

If you want any other collections, you add them as subsequent lines (more details here), like this:

collections:
- name: amazon.aws
  version: ">=1.2.1"
- name: some.other
- name: git+https://example.com/someorg/somerepo.git
  version: 1.0.0
- name: git@example.com:someorg/someotherrepo.git

Once we’ve got this file, we run this command to install the content of the requirements.yml: ansible-galaxy collection install -r requirements.yml

In our case, this installs just the amazon.aws collection, which is what we want. Fab!

Getting our dynamic inventory

Right, so we’ve got all the pieces now that we need! Let’s tell Ansible that we want it to ask AWS for an inventory. There are three sections to this.

Configuring Ansible, again!

We need to open up our ansible.cfg file. Because we’re using the collection to get our Dynamic Inventory plugin, we need to tell Ansible to use that plugin. Edit ./ansible.cfg in your favourite editor, and add this block to the end:

[inventory]
enable_plugins = aws_ec2

If you previously created the ansible.cfg file when you were setting up to get the collection installed alongside, then your ansible.cfg file will look (something) like this:

[defaults]
collections_paths     = ./collections:~/.ansible/collections:/usr/share/ansible/collections

[inventory]
enable_plugins = amazon.aws.aws_ec2

Configure AWS

Your machine needs to have access tokens to interact with the AWS API. These are stored in ~/.aws/credentials (e.g. /home/user/.aws/credentials) and look a bit like this:

[default]
aws_access_key_id = A1B2C3D4E5F6G7H8I9J0
aws_secret_access_key = A1B2C3D4E5F6G7H8I9J0a1b2c3d4e5f6g7h8i9j0

Set up your inventory

In a bit of a change to how Ansible usually does the inventory, to have a plugin based dynamic inventory, you can’t specify a file any more, you have to specify a directory. So, create the file ./inventory/aws_ec2.yaml (having created the directory inventory first). The file contains the following:

---
plugin: amazon.aws.aws_ec2

Late edit 2020-12-01: Further to the comment by Giovanni, I’ve amended this file snippet from plugin: aws_ec2 to plugin: amazon.aws.aws_ec2.

By default, this just retrieves the hostnames of any running EC2 instance, as you can see by running ansible-inventory -i inventory --graph

@all:
  |--@aws_ec2:
  |  |--ec2-176-34-76-187.eu-west-1.compute.amazonaws.com
  |  |--ec2-54-170-131-24.eu-west-1.compute.amazonaws.com
  |  |--ec2-54-216-87-131.eu-west-1.compute.amazonaws.com
  |--@ungrouped:

I need a bit more detail than this – I like to use the tags I assign to AWS assets to decide what I’m going to target the machines with. I also know exactly which regions I’ve got my assets in, and what I want to use to get the names of the devices, so this is what I’ve put in my aws_ec2.yaml file:

---
plugin: amazon.aws.aws_ec2
keyed_groups:
- key: tags
  prefix: tag
- key: 'security_groups|json_query("[].group_name")'
  prefix: security_group
- key: placement.region
  prefix: aws_region
- key: tags.Role
  prefix: role
regions:
- eu-west-1
hostnames:
- tag:Name
- dns-name
- public-ip-address
- private-ip-address

Late edit 2020-12-01: Again, I’ve amended this file snippet from plugin: aws_ec2 to plugin: amazon.aws.aws_ec2.

Now, when I run ansible-inventory -i inventory --graph, I get this output:

@all:
  |--@aws_ec2:
  |  |--euwest1-firewall
  |  |--euwest1-demo
  |  |--euwest1-manager
  |--@aws_region_eu_west_1:
  |  |--euwest1-firewall
  |  |--euwest1-demo
  |  |--euwest1-manager
  |--@role_Firewall:
  |  |--euwest1-firewall
  |--@role_Firewall_Manager:
  |  |--euwest1-manager
  |--@role_VM:
  |  |--euwest1-demo
  |--@security_group_euwest1_allow_all:
  |  |--euwest1-firewall
  |  |--euwest1-demo
  |  |--euwest1-manager
  |--@tag_Name_euwest1_firewall:
  |  |--euwest1-firewall
  |--@tag_Name_euwest1_demo:
  |  |--euwest1-demo
  |--@tag_Name_euwest1_manager:
  |  |--euwest1-manager
  |--@tag_Role_Firewall:
  |  |--euwest1-firewall
  |--@tag_Role_Firewall_Manager:
  |  |--euwest1-manager
  |--@tag_Role_VM:
  |  |--euwest1-demo
  |--@ungrouped:

To finish

Now you have your dynamic inventory, you can target your playbook at any of the groups listed above (like role_Firewall, aws_ec2, aws_region_eu_west_1 or some other tag) like you would any other inventory assignment, like this:

---
- hosts: role_Firewall
  gather_facts: false
  tasks:
  - name: Show the name of this device
    debug:
      msg: "{{ inventory_hostname }}"

And there you have it. Hope this is useful!

Late edit: 2020-11-23: Following a conversation with Andy from Work, we’ve noticed that if you’re trying to do SSM connections, rather than username/password based ones, you might want to put this in your aws_ec2.yml file:

---
plugin: amazon.aws.aws_ec2
hostnames:
  - tag:Name
compose:
  ansible_host: instance_id
  ansible_connection: 'community.aws.aws_ssm'

Late edit 2020-12-01: One final instance, I’ve changed plugin: aws_ec2 to plugin: amazon.aws.aws_ec2.

This will keep your hostnames “pretty” (with whatever you’ve tagged it as), but will let you connect over SSM to the Instance ID. Good fun :)

Featured image is โ€œinventoryโ€ by โ€œLeeโ€ on Flickr and is released under a CC-BY-SA license.

"Salmon leaping" by "openpad" on Flickr

Using public #git sources in private projects

The last post I made was about using submodules to work with code that is being developed, either in isolation from other aspects of a project, or so components can be reused without requiring lots of copy-and-paste activities. It was inspired by a question from a colleague. After asking a few more questions, it turns out that may be what that colleague needed was to consume code from other repositories and store them in their own project.

In this case, I’ve created two repositories, both on GitHub (which will both be removed by the time this post is published) called JonTheNiceGuy/Git_Demo (the “upstream”, open source project) and JonTheNiceGuy-Inc/Git_Demo (the private project, referred to as “mine”).

Getting the “Open Source” project started

Here we have a simple repository, showing the README file for the project (which is likely, in the real world, to show what license that code has been released under, some explaination on what it’s for, etc.) and the actual data source. In this demo, the data source is a series of numbers, showing the decimal number in the first column, the binary representation of that number in the second column, and the hexedecimal representation in the third column.

Our “upstream” repository, showing the README.md file and the data source we want to use.
The data source itself. Note, I forgot to take a screen shot of this file, so I’ve had to “go back to a previous commit” to collect this particular image.

Elsewhere in the world, a private project has started! It’s going to use this data source as some element of this project, and to ensure that the code they’re relying on doesn’t go away, they create their own repository which this code will go into.

Preparing the private project

If both repositories are using GitHub, or if both repositories are using GitLab, then you should be able to “just” Fork the repository, using the “Fork” button in the top right corner:

The “Fork” button

And then select the organisation or account to place the forked repo into.

A list of potential targets to fork the repository into. Your view may differ if you are part of less organisations.

Gitlab has a similar workflow – they have a similar “fork” button, but the list of potential targets is different (but still works the same way).

Gitlab’s list of potential targets to fork the repository into.

Note that you can’t “easily” fork between different Version Control Services! To do something similar, you need to create a new repository in the target service, and then, run some commands to move the code over.

The screen you see immediately after you’ve created a new project – here I’ve created it in the “JonTheNiceGuy-Inc” Organisation. You can see the “quick setup” panel which has the URL to use for the repository.
Here we see the results of running five commands, which are: git clone <url> ; cd <target-dir> ; git remote rename origin upstream ; git remote add mine <url> ; git push –set-upstream mine main

If you’re using the command line method, here’s the commands you issue:

  • git clone http://service/user/repo – This command clones the repository from your service of choice to your local file system. It usually places it into the name of the repository you specified. In this case, “repo”, but in the above context (cloning from Git_Demo.git) it goes into “Git_Demo”. Note, HTTP(S) isn’t the only git transport, another common one is SSH, so if you prefer using SSH instead of HTTP, the URL in this case will be something like git@service:user/repo or service:user/repo. If you’re using submodules, however, I’d strongly recommend using HTTP(S) over SSH for at least the initial pull, as this is much easier for clients to navigate.
  • cd repo – Move into the directory where the cloned repository has been placed.
  • OPTIONAL: git remote rename origin upstream – Rename the remote source of the repository. By default, when you git clone or use git submodule add, the name of the remote resource is called “origin”. I prefer to give a descriptive name for my remote sources, so using “upstream” makes more sense to me. In later commands, I’ll use the remote name “upstream” again. If you don’t want to run this command, and leave the remote name as “origin”, you’ll just have to remember to change it back to “origin”.
  • git remote add mine http://new-service/user/repo – this adds a new remote source, to which you can push new commits, or pull code from your peers. Again, like in the git clone command above, you may use another URL format instead of HTTP(S). You may want to use a different name for the new remote, but again, I tend to prefer “mine” for anything I’m personally working on.
  • git push --set-upstream mine main – This sends the entire commit tree for the branch you’re currently on to your remote source.
Once we’ve run the git push, you can now see that the code has all been pushed to your private project.
Issuing a git log command, shows the current tip on the branch “main” in the “upstream” repository is equal to the current tip on the branch “main” in the “mine” repository, as well as the tip of the “main” repository locally.

Making your local changes

So, while you could just keep using just the upstream project’s code (and doing the above groundwork is good practice to keep you from putting yourself into the situation that the NPM world got into with “left-pad”). What’s more likely is that you want to make your own, local changes to this repository. I’ve done this in the past where I wanted to demonstrate a software build using a public machine image, but internally at work we used our own images. Using this method, I can consume the code I’ve created in public, and just update the assets we use at work.

In this example, let’s update that data file. I’ve added two new lines, “115” (and it’s binary/hex representations) and “132”. I can use the git diff command to confirm the changes I want to make – it’s all good!

Next, I stage the changes with git add, use git commit to write it to the branch, and git push to push it up to my repository. This is all fairly standard stuff in the Git world.

Here we make a change to the data source, confirm there is a difference, add and commit it, and then push it to our default branch (mine/main).

When I then check the git log, we see that there’s a divergence, between my local main branch and the upstream main branch. You could also use git log -p to see the exact code changes, if you wanted… but we know what’s changed already.

The git log, showing that we have a “local” change from the “upstream” source, and that we’ve pushed that local change to the “mine” source.

Bringing data from the upstream source

Oh joy! The upstream project (“JonTheNiceGuy” not “JonTheNiceGuy-Inc”) have updated their Git_Demo repository – they’ve had the audacity to add three new numbers – 9, 10 and 15 – to the data source.

The patch that was applied to this branch. We can check the difference here before we try to do anything with it! It’s something we want!

Well, actually we want to use that data, so let’s start bringing it in. We use the git pull command.

The git pull command, with the remote source (“upstream”) and the branch (“main”) to use.

Because this makes a change to a file that you’ve amended as part of your work, it can’t perform a “Fast forward” of these changes, so Git has to perform a merge commit. This means there’s a new commit in the log, so it’s clear that we’ve updated files because of this merge.

If there were a conflict in this file (which, fortunately, there isn’t!) you’d also be prompted to fix the merge conflicts too. This is a bit bigger than what I’m trying to explain, so instead, I’ll link to a tutorial by Atlassian on merge conflicts. You may also want to take a quick look at the rebasing page on the Git Project’s documentation site, and see whether this might have made your life easier in the case of a conflict!

Anyway, let’s use the default merge message.

The default message when performing a git pull where the change can’t be fast-forwarded.

Once the merge message is done, the merge completes. Yey!

We successfully merged our change, and it’s now part of our local tree

And to prove it, we can now see that we have all the changes from the upstream (commits starting 3b75eb, 8ad9ae, 8bdcae and the new one at a64de2) and our local changes (starting 02e40e).

Because we performed a merge, not a fast forward, our local branch is at a different commit than either of our remote sources – the commit starting 6f4db6 is on our local version, “upstream” is at a64de2 and “mine” is at 02e40e. So we need to fix at least our “mine/main” branch. We do this with a git push.

We do our git push here to get the code into our “mine/main” branch.

And now we can see the git log on our service.

The list of commits on Github for our “mine/main” branch.

And locally, we can see that the remote state has changed too. Let’s look at that git log again.

The result of the git log command on our local machine, showing the new position of the pointers for “upstream/main”, “mine/main” and the local “main” branches.

We can also look at the git blame on the service.

The git blame screen on GitHub, showing who made the various commits.

Or on our local machine.

git blame run locally, showing the commit reference, the author, the date and time of the commit, and the line number, followed by the line in question.

Featured image is โ€œSalmon leapingโ€ by โ€œopenpadโ€ on Flickr and is released under a CC-BY license.

"Submarine" by "NH53" on Flickr

Recursive Git Submodules

One of my colleagues asked today about using recursive git submodules. First, let’s quickly drill into what a Submodule is.

Git Submodules

A submodule is a separate git repository, attached to the git repository you’re working on via two “touch points” – a file in the root directory called .gitmodules, and, when checked out, the HEAD file in the .git directory.

When you clone a repository with a submodule attached, it creates the directory the submodule will be cloned into, but leave it empty, unless you either do git submodule update --init --recursive or, when you clone the repository initially, you can ask it to pull any recursive submodules, like this git clone https://your.vcs.example.org/someorg/somerepo.git --recursive.

Git stores the commit reference of the submodule (via a file in .git/modules/$SUBMODULE_NAME/HEAD which contains the commit reference). If you change a file in that submodule, it marks the path of the submodule as “dirty” (because you have an uncommitted change), and if you either commit that change, or pull an updated commit from the source repository, then it will mark the path of the submodule as having changed.

In other words, you can track two separate but linked parts of your code in the same tree, working on each in turn, and without impacting each other code base.

I’ve used this, mostly with Ansible playbooks, where I’ve consumed someone else’s role, like this:

My_Project
|
+- Roles
|  |
|  +- <SUBMODULE> someorg.some_role
|  +- <SUBMODULE> anotherorg.another_role
+- inventory
+- playbook.yml
+- .git
|  |
|  +- HEAD
|  +- modules
|  +- etc
+- .gitmodules

In .gitmodules the file looks like this:

[submodule "module1"]
 path = module1
 url = https://your.vcs.example.org/someorg/module1.git

Once you’ve checked out this submodule, you can do any normal operations in this submodule, like pulls, pushes, commits, tags, etc.

So, what happens when you want to nest this stuff?

Nesting Submodule Recursion

So, my colleague wanted to have files in three layers of directories. In this instance, I’ve simulated this by creating three directories, root, module1 and module2. Typically these would be pulled from their respective Git Service paths, like GitHub or GitLab, but here I’m just using everything on my local file system. Where, in the following screen shot, you see /tmp/ you could easily replace that with https://your.vcs.example.org/someorg/.

The output of running mkdir {root,module1,module2} ; cd root ; git init ; cd ../module1 ; git init ; cd ../module2 ; git init ; touch README.md ; git add README.md ; git commit -m 'Added README.md' ; cd ../module1 ; git submodule add /tmp/module2 module2 ; git commit -m 'Added module2' ; cd ../root ; git submodule add /tmp/module1 module1 ; git submodule update --init --recursive ; tree showing the resulting tree of submodules under the root directory.
The output of running mkdir {root,module1,module2} ; cd root ; git init ; cd ../module1 ; git init ; cd ../module2 ; git init ; touch README.md ; git add README.md ; git commit -m ‘Added README.md’ ; cd ../module1 ; git submodule add /tmp/module2 module2 ; git commit -m ‘Added module2’ ; cd ../root ; git submodule add /tmp/module1 module1 ; git submodule update –init –recursive ; tree showing the resulting tree of submodules under the root directory.

So, here, we’ve created these three paths (basically to initiate the repositories), added a basic commit to the furthest submodule (module2), then done a submodule add into the next furthest submodule (module1) and finally added that into the root tree.

Note, however, when you perform the submodule add it doesn’t automatically clone any submodules, and if you were to, from another machine, perform git clone https://your.vcs.example.org/someorg/root.git you wouldn’t get any of the submodules (neither module1 nor module2) without adding either --recursive to the clone command (like this: git clone --recursive https://your.vcs.example.org/someorg/root.git), or by running the follow-up command git submodule update --init --recursive.

Oh, and if any of these submodules are updated? You need to go in and pull those updates, and then commit that change, like this!

The workflow of pulling updates for each of the submodules, with git add, git commit, and git pull, also noting that when a module has been changed, it shows as having “new commits”.
And here we have the finish of the workflow, updating the other submodules. Note that some of these steps (probably the ones in the earlier image) are likely to have been performed by some other developer on another system, so having all the updates on one machine is pretty rare!

The only thing which isn’t in these submodules is if you’ve done a git clone of the root repo (using the terms from the above screen images), the submodules won’t be using the “master” branch (or a particular “tag” or “branch hame”, for that matter), but will instead be using the commit reference. If you wanted to switch to a specific branch or tag, then you’d need to issue the command git checkout some_remote/some_branch or git checkout master instead of (in the above screen captures) git pull.

If you have any questions or issues with this post, please either add a comment, or contact me via one of the methods at the top or side of this page!

Featured image is โ€œSubmarineโ€ by โ€œNH53โ€ on Flickr and is released under a CC-BY license.

"centos login" by "fsse8info" on Flickr

Getting the default username and AMI for an OS with #Terraform

I have a collection of AWS AMIs I use for various builds at work. These come from two places – the AWS Marketplace and our internal Build process.

Essentially, our internal builds (for those who work for my employer – these are the OptiMISe builds) are taken from specific AWS Marketplace builds and hardened.

Because I don’t want to share the AMI details when I put stuff on GitHub, I have an override.tf file that handles the different AMI search strings. So, here’s the ami.tf file I have with the AWS Marketplace version:

data "aws_ami" "centos7" {
  most_recent = true

  filter {
    name   = "name"
    values = ["CentOS Linux 7 x86_64 HVM EBS ENA*"]
  }

  filter {
    name   = "architecture"
    values = ["x86_64"]
  }

  owners = ["679593333241"] # CentOS Project
}

And here’s an example of the override.tf file I have:

data "aws_ami" "centos7" {
  most_recent = true

  filter {
    name   = "name"
    values = ["SomeUniqueString Containing CentOS*"]
  }

  owners = ["123456789012"]
}

Next, I put these AMI images into a “null” data source, which is evaluated at runtime:

data "null_data_source" "os" {
  inputs = {
    centos7 = data.aws_ami.centos7.id
  }
}

I always forget which username goes with each image, so in the ami.tf file, I also have this:

variable "username" {
  type = map(string)
  default = {
    centos7 = "centos"
  }
}

And in the override.tf file, I have this:

variable "username" {
  type = map(string)
  default = {
    centos7 = "someuser"
  }
}

To get the right combination of username and AMI, I have this in the file where I create my “instance” (virtual machine):

variable "os" {
  default = "centos7"
}

resource "aws_instance" "vm01" {
  ami = data.null_data_source.os.outputs[var.os]
  # additional lines omitted for brevity
}

output "username" {
  value = var.username[var.os]
}

output "vm01" {
  value = aws_instance.vm01.public_ip
}

And that way, I get the VM’s default username and IP address on build. Nice.

Late edit – 2020-09-20: It’s worth noting that this is fine for short-lived builds, proof of concept, etc. But, for longer lived environments, you should be calling out exactly which AMI you’re using, right from the outset. That way, your builds will (or should) all start out from the same point, no ambiguity about exactly which point release they’re getting, etc.

Featured image is โ€œcentos loginโ€ by โ€œfsse8infoโ€ on Flickr and is released under a CC-BY-SA license.

"Stockholms Stadsbibliotek" by "dilettantiquity" on Flickr

Terraform templates with Maps

For a project I’m working on, I needed to define a list of ports, and set some properties on some of them. In the Ansible world, you’d use statements like:

{% if data.somekey is defined %}something {{ data.somekey }}{% endif %}

or

{{ data.somekey | default('') }}

In a pinch, you can also do this:

{{ (data | default({}) ).somekey | default('') }}

With Terraform, I was finding it much harder to work out how to find whether a value as part of a map (the Terraform term for a Dictionary in Ansible terms, or an Associative Array in PHP terms), until I stumbled over the Lookup function. Here’s how that looks for just a simple Terraform file:

output "test" {
    value = templatefile(
        "template.tmpl",
        {
            ports = {
                "eth0": {"ip": "192.168.1.1/24", "name": "public"}, 
                "eth1": {"ip": "172.16.1.1/24", "name": "protected"}, 
                "eth2": {"ip": "10.1.1.1/24", "name": "management", "management": true}, 
                "eth3": {}
            },
            management = "1"
        }
    )
}

And the template that goes with that?

%{ for port, data in ports ~}
Interface: ${port}%{ if lookup(data, "name", "") != ""}
Alias: ${ lookup(data, "name", "") }%{ endif }
Services: ping%{ if lookup(data, "management", false) == true } ssh https%{ endif }
IP: ${ lookup(data, "ip", "Not Defined") }

%{ endfor }

This results in the following output:

C:\tf>terraform.exe apply -auto-approve

Apply complete! Resources: 0 added, 0 changed, 0 destroyed.

Outputs:

test = Interface: eth0
Alias: public
Services: ping
IP: 192.168.1.1/24

Interface: eth1
Alias: protected
Services: ping
IP: 172.16.1.1/24

Interface: eth2
Alias: management
Services: ping ssh https
IP: 10.1.1.1/24

Interface: eth3
Services: ping
IP: Not Defined

Naturally, using this in your own user-data or Custom Data field will probably make more sense than just writing it to “output” ๐Ÿ˜

Featured image is โ€œStockholms Stadsbibliotekโ€ by โ€œdilettantiquityโ€ on Flickr and is released under a CC-BY-SA license.

"Sydney Observatory I" by "Newtown grafitti" on Flickr

Using Feature Flags in Terraform with Count Statements

In a project I’m working on in Terraform, I’ve got several feature flags in a module. These flags relate to whether this module should turn on a system in a cloud provider, or not, and looks like this:

variable "turn_on_feature_x" {
  description = "Setting this to 'yes' will enable Feature X. Any other value will disable it. (Default 'yes')"
  value = "yes"
}

variable "turn_on_feature_y" {
  description = "Setting this to 'yes' will enable Feature Y. Any other value will disable it. (Default 'no')"
  value = "no"
}

When I call the module, I then can either leave the feature with the default values, or selectively enable or disable them, like this:

module "region1" {
  source = "./my_module"
}

module "region2" {
  source = "./my_module"
  turn_on_feature_x = "no"
  turn_on_feature_y = "yes"
}

module "region3" {
  source = "./my_module"
  turn_on_feature_y = "yes"
}

module "region4" {
  source = "./my_module"
  turn_on_feature_x = "no"
}

# Result:
# region1 has X=yes, Y=no
# region2 has X=no, Y=yes
# region3 has X=yes, Y=yes
# region4 has X=no, Y=no

When I then want to use the feature, I have to remember a couple of key parts.

  1. Normally this feature check is done with a “count” statement, and the easiest way to use this is to use the ternary operator to check values and return a “1” or a “0” for if you want the value used.

    Ternary operators look like this: var.turn_on_feature_x == "yes" ? 1 : 0 which basically means, if the value of the variable turn_on_feature_x is set to “yes”, then return 1 otherwise return 0.

    This can get a bit complex, particularly if you want to check several flags a few times, like this: var.turn_on_feature_x == "yes" ? var.turn_on_feature_y == "yes" ? 1 : 0 : 0. I’ve found that wrapping them in brackets helps to understand what you’re getting, like this:

    (
      var.turn_on_feature_x == "yes" ?
      (
        var.turn_on_feature_y == "yes" ?
        1 :
        0
      ) :
      0
    )
  2. If you end up using a count statement, the resulting value must be treated as an 0-indexed array, like this: some_provider_service.my_name[0].result

    This is because, using the count value says “I want X number of resources”, so Terraform has to treat it as an array, in case you actually wanted 10 instead of 1 or 0.

Here’s an example of that in use:

resource "aws_guardduty_detector" "Region" {
  count = var.enable_guardduty == "yes" ? 1 : 0
  enable = true
}

resource "aws_cloudwatch_event_rule" "guardduty_finding" {
  count = (var.enable_guardduty == "yes" ? (var.send_guardduty_findings_to_sns == "yes" ? 1 : (var.send_guardduty_findings_to_sqs == "yes" ? 1 : 0)) : 0)
  name = "${data.aws_caller_identity.current.account_id}-${data.aws_region.current.name}-${var.sns_guardduty_finding_suffix}"
  event_pattern = <<PATTERN
{
  "source": [
    "aws.guardduty"
  ],
  "detail-type": [
    "GuardDuty Finding"
  ]
}
PATTERN
}

resource "aws_cloudwatch_event_target" "sns_guardduty_finding" {
  count = (var.enable_guardduty == "yes" ? (var.send_guardduty_findings_to_sns == "yes" ? 1 : 0) : 0)
  rule = aws_cloudwatch_event_rule.guardduty_finding[0].name
  target_id = aws_sns_topic.guardduty_finding[0].name
  arn = aws_sns_topic.guardduty_finding[0].arn
}

resource "aws_cloudwatch_event_target" "sqs_guardduty_finding" {
  count = (var.enable_guardduty == "yes" ? (var.send_guardduty_findings_to_sqs == "yes" ? 1 : 0) : 0)
  rule = aws_cloudwatch_event_rule.guardduty_finding[0].name
  target_id = "SQS"
  arn = aws_sqs_queue.guardduty_finding[0].arn
}

One thing that bit me rather painfully around this was that if you change from an uncounted resource, like this:

resource "some_tool" "this" {
  some_setting = 1
}

To a counted resource, like this:

resource "some_tool" "this" {
  count = var.some_tool == "yes" ? 1 : 0
  some_setting = 1
}

Then, Terraform will promptly destroy some_tool.this to replace it with some_tool.this[0], because they’re not the same referenced thing!

Fun, huh? ๐Ÿ˜Š

Featured image is โ€œSydney Observatory Iโ€ by โ€œNewtown grafittiโ€ on Flickr and is released under a CC-BY license.

"Tracking Methane Sources and Movement Around the Globe" by "NASA/Scientific Visualization Studio" on Nasa.gov

Flexibly loading files in Terraform to license a FortiGate firewall on AWS, Azure and other Cloud platforms

One of the things I’m currently playing with is a project to deploy some FortiGate Firewalls into cloud platforms. I have a couple of Evaluation Licenses I can use (as we’re a partner), but when it comes to automatically scaling, you need to use the PAYG license.

To try to keep my terraform files as reusable as possible, I came up with this work around. It’s likely to be useful in other places too. Enjoy!

This next block is stored in license.tf and basically says “by default, you have no license.”

variable "license_file" {
  default = ""
  description = "Path to the license file to load, or leave blank to use a PAYG license."
}

We can either override this with a command line switch terraform apply -var 'license_file=mylicense.lic', or (more likely) the above override file named license_override.tf (ignored in Git) which has this next block in it:

variable "license_file" {
  default = "mylicense.lic"
}

This next block is also stored in license.tf and says “If var.license is not empty, load that license file [var.license != "" ? var.license] but if it is empty, check whether /dev/null exists (*nix platforms) [fileexists("/dev/null")] in which case, use /dev/null, otherwise use the NUL: device (Windows platforms).”

data "local_file" "license" {
  filename = var.license_file != "" ? var.license_file : fileexists("/dev/null") ? "/dev/null" : "NUL:"
}

๐Ÿ‘‰ Just as an aside, I’ve seen this “ternary” construct in a few languages. It basically looks like this: boolean_operation ? true_value : false_value

That check, logically, could have been written like this instead: "%{if boolean_operation}${true_value}%{else}${false_value}%{endif}"

By combining two of these together, while initially it looks far more messy and hard to parse, I’ve found that, especially in single-line statements, it’s much more compact and eventually easier to read than the alternative if/else/endif structure.

So, this means that we can now refer to data.local_file.license as our data source.

Next, I want to select either the PAYG (Pay As You Go) or BYOL (Bring Your Own License) licensed AMI in AWS (the same principle applies in Azure, GCP, etc), so in this block we provide a different value to the filter in the AMI Data Source, suggesting the string “FortiGate-VM64-AWS *x.y.z*” if we have a value provided license, or “FortiGate-VM64-AWSONDEMAND *x.y.z*” if we don’t.

data "aws_ami" "FortiGate" {
  most_recent = true

  filter {
    name   = "name"
    values = ["FortiGate-VM64-AWS%{if data.local_file.license.content == ""}ONDEMAND%{endif} *${var.release}*"]
  }

  filter {
    name   = "virtualization-type"
    values = ["hvm"]
  }

  owners = ["679593333241"] # AWS
}

And the very last thing is to create the user-data template (known as customdata in Azure), using this block:

data "template_cloudinit_config" "config" {
  gzip          = false
  base64_encode = false

  part {
    filename     = "config"
    content_type = "multipart/mixed"
    content      = templatefile(
      "${path.module}/user_data.txt.tmpl",
      {
        hostname = "firewall"
      }
    )
  }

  part {
    filename     = "license"
    content_type = "text/plain"
    content      = data.local_file.license.content
  }
}

And so that is how I can elect to provide a license, or use a pre-licensed image from AWS, and these lessons can also be applied in an Azure or GCP environment too.

Featured image is โ€œTracking Methane Sources and Movement Around the Globeโ€ by โ€œNASA/Scientific Visualization Studioโ€

"Kelvin Test" by "Eelke" on Flickr

In Ansible, determine the type of a value, and casting those values to other types

TL;DR? It’s possible to work out what type of variable you’re working with in Ansible. The in-built filters don’t always do quite what you’re expecting. Jump to the “In Summary” heading for my suggestions.

LATE EDIT: 2021-05-23 After raising a question in #ansible on Freenode, flowerysong noticed that my truth table around mappings, iterables and strings was wrong. I’ve amended the table accordingly, and have added a further note below the table.

One of the things I end up doing quite a bit with Ansible is value manipulation. I know it’s not really normal, but… well, I like rewriting values from one type of a thing to the next type of a thing.

For example, I like taking a value that I don’t know if it’s a list or a string, and passing that to an argument that expects a list.

Doing it wrong, getting it better

Until recently, I’d do that like this:

- debug:
    msg: |-
      {
        {%- if value | type_debug == "string" or value | type_debug == "AnsibleUnicode" -%}
           "string": "{{ value }}"
        {%- elif value | type_debug == "dict" or value | type_debug == "ansible_mapping" -%}
          "dict": {{ value }}
        {%- elif value | type_debug == "list" -%}
          "list": {{ value }}
        {%- else -%}
          "other": "{{ value }}"
        {%- endif -%}
      }

But, following finding this gist, I now know I can do this:

- debug:
    msg: |-
      {
        {%- if value is string -%}
           "string": "{{ value }}"
        {%- elif value is mapping -%}
          "dict": {{ value }}
        {%- elif value is iterable -%}
          "list": {{ value }}
        {%- else -%}
          "other": "{{ value }}"
        {%- endif -%}
      }

So, how would I use this, given the context of what I was saying before?

- assert:
    that:
    - value is string
    - value is not mapping
    - value is iterable
- some_module:
    some_arg: |-
      {%- if value is string -%}
        ["{{ value }}"]
      {%- else -%}
        {{ value }}
      {%- endif -%}

More details on finding a type

Why in this order? Well, because of how values are stored in Ansible, the following states are true:

โฌ‡๏ธType \ โžก๏ธCheckis iterableis mappingis sequenceis string
a_dict (e.g. {})โœ”๏ธโœ”๏ธโœ”๏ธโŒ
a_list (e.g. [])โœ”๏ธโŒโœ”๏ธโŒ
a_string (e.g. “”)โœ”๏ธโŒโœ”๏ธโœ”๏ธ
A comparison between value types

So, if you were to check for is iterable first, you might match on a_list or a_dict instead of a_string, but string can only match on a_string. Once you know it can’t be a string, you can check whether something is mapping – again, because a mapping can only match a_dict, but it can’t match a_list or a_string. Once you know it’s not that, you can check for either is iterable or is sequence because both of these match a_string, a_dict and a_list.

LATE EDIT: 2021-05-23 Note that a prior revision of this table and it’s following paragraph showed “is_mapping” as true for a_string. This is not correct, and has been fixed, both in the table and the paragraph.

Likewise, if you wanted to check whether a_float and an_integer is number and not is string, you can check these:

โฌ‡๏ธType \ โžก๏ธCheckis floatis integeris iterableis mappingis numberis sequenceis string
a_floatโœ”๏ธโŒโŒโŒโœ”๏ธโŒโŒ
an_integerโŒโœ”๏ธโŒโŒโœ”๏ธโŒโŒ
A comparison between types of numbers

So again, a_float and an_integer don’t match is string, is mapping or is iterable, but they both match is number and they each match their respective is float and is integer checks.

How about each of those (a_float and an_integer) wrapped in quotes, making them a string? What happens then?

โฌ‡๏ธType \ โžก๏ธCheckis floatis integeris iterableis mappingis numberis sequenceis string
a_float_as_stringโŒโŒโœ”๏ธโŒโŒโœ”๏ธโœ”๏ธ
an_integer_as_stringโŒโŒโœ”๏ธโŒโŒโœ”๏ธโœ”๏ธ
A comparison between types of numbers when held as a string

This is somewhat interesting, because they look like a number, but they’re actually “just” a string. So, now you need to do some comparisons to make them look like numbers again to check if they’re numbers.

Changing the type of a string

What happens if you cast the values? Casting means to convert from one type of value (e.g. string) into another (e.g. float) and to do that, Ansible has three filters we can use, float, int and string. You can’t cast to a dict or a list, but you can use dict2items and items2dict (more on those later). So let’s start with casting our group of a_ and an_ items from above. Here’s a list of values I want to use:

---
- hosts: localhost
  gather_facts: no
  vars:
    an_int: 1
    a_float: 1.1
    a_string: "string"
    an_int_as_string: "1"
    a_float_as_string: "1.1"
    a_list:
      - item1
    a_dict:
      key1: value1

With each of these values, I returned the value as Ansible knows it, what happens when you do {{ value | float }} to cast it as a float, as an integer by doing {{ value | int }} and as a string {{ value | string }}. Some of these results are interesting. Note that where you see u'some value' means that Python converted that string to a Unicode string.

โฌ‡๏ธValue \ โžก๏ธCastvaluevalue when cast as floatvalue when cast as integervalue when cast as string
a_dict{“key1”: “value1”}0.00“{u’key1′: u’value1′}”
a_float1.11.11“1.1”
a_float_as_string“1.1”1.11“1.1”
a_list[“item1”]0.00“[u’item1′]”
a_string“string”0.00“string”
an_int111“1”
an_int_as_string“1”11“1”
Casting between value types

So, what does this mean for us? Well, not a great deal, aside from to note that you can “force” a number to be a string, or a string which is “just” a number wrapped in quotes can be forced into being a number again.

Oh, and casting dicts to lists and back again? This one is actually pretty clearly documented in the current set of documentation (as at 2.9 at least!)

Checking for miscast values

How about if I want to know whether a value I think might be a float stored as a string, how can I check that?

{{ vars[var] | float | string == vars[var] | string }}

What is this? If I cast a value that I think might be a float, to a float, and then turn both the cast value and the original into a string, do they match? If I’ve got a string or an integer, then I’ll get a false, but if I have actually got a float, then I’ll get true. Likewise for casting an integer. Let’s see what that table looks like:

โฌ‡๏ธType \ โžก๏ธCheckvalue when cast as floatvalue when cast as integervalue when cast as string
a_floatโœ”๏ธโŒโœ”๏ธ
a_float_as_stringโœ”๏ธโŒโœ”๏ธ
an_integerโŒโœ”๏ธโœ”๏ธ
an_integer_as_stringโŒโœ”๏ธโœ”๏ธ
A comparison between types of numbers when cast to a string

So this shows us the values we were after – even if you’ve got a float (or an integer) stored as a string, by doing some careful casting, you can confirm they’re of the type you wanted… and then you can pass them through the right filter to use them in your playbooks!

Booleans

Last thing to check – boolean values – “True” or “False“. There’s a bit of confusion here, as a “boolean” can be: true or false, yes or no, 1 or 0, however, is true and True and TRUE the same? How about false, False and FALSE? Let’s take a look!

โฌ‡๏ธValue \ โžก๏ธChecktype_debug is booleanis numberis iterableis mappingis stringvalue when cast as boolvalue when cast as stringvalue when cast as integer
yesboolโœ”๏ธโœ”๏ธโŒโŒโŒTrueTrue1
YesAnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธFalseYes0
YESAnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธFalseYES0
“yes”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธTrueyes0
“Yes”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธTrueYes0
“YES”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธTrueYES0
trueboolโœ”๏ธโœ”๏ธโŒโŒโŒTrueTrue1
Trueboolโœ”๏ธโœ”๏ธโŒโŒโŒTrueTrue1
TRUEboolโœ”๏ธโœ”๏ธโŒโŒโŒTrueTrue1
“true”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธTruetrue0
“True”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธTrueTrue0
“TRUE”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธTrueTRUE0
1intโŒโœ”๏ธโŒโŒโŒTrue11
“1”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธTrue11
noboolโœ”๏ธโœ”๏ธโŒโŒโŒFalseFalse0
Noboolโœ”๏ธโœ”๏ธโŒโŒโŒFalseFalse0
NOboolโœ”๏ธโœ”๏ธโŒโŒโŒFalseFalse0
“no”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธFalseno0
“No”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธFalseNo0
“NO”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธFalseNO0
falseboolโœ”๏ธโœ”๏ธโŒโŒโŒFalseFalse0
Falseboolโœ”๏ธโœ”๏ธโŒโŒโŒFalseFalse0
FALSEboolโœ”๏ธโœ”๏ธโŒโŒโŒFalseFalse0
“false”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธFalsefalse0
“False”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธFalseFalse0
“FALSE”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธFalseFALSE0
0intโŒโœ”๏ธโŒโŒโŒFalse00
“0”AnsibleUnicodeโŒโŒโœ”๏ธโŒโœ”๏ธFalse00
Comparisons between various stylings of boolean representations

So, the stand out thing for me here is that while all the permutations of string values of the boolean representations (those wrapped in quotes, like this: "yes") are treated as strings, and shouldn’t be considered as “boolean” (unless you cast for it explicitly!), and all non-string versions of true, false, and no are considered to be boolean, yes, Yes and YES are treated differently, depending on case. So, what would I do?

In summary

  • Consistently use no or yes, true or false in lower case to indicate a boolean value. Don’t use 1 or 0 unless you have to.
  • If you’re checking that you’re working with a string, a list or a dict, check in the order string (using is string), dict (using is mapping) and then list (using is sequence or is iterable)
  • Checking for numbers that are stored as strings? Cast your string through the type check for that number, like this: {% if value | float | string == value | string %}{{ value | float }}{% elif value | int | string == value | string %}{{ value | int }}{% else %}{{ value }}{% endif %}
  • Try not to use type_debug unless you really can’t find any other way. These values will change between versions, and this caused me a lot of issues with a large codebase I was working on a while ago!

Run these tests yourself!

Want to run these tests yourself? Here’s the code I ran (also available in a Gist on GitHub), using Ansible 2.9.10.

---
- hosts: localhost
  gather_facts: no
  vars:
    an_int: 1
    a_float: 1.1
    a_string: "string"
    an_int_as_string: "1"
    a_float_as_string: "1.1"
    a_list:
      - item1
    a_dict:
      key1: value1
  tasks:
    - debug:
        msg: |
          {
          {% for var in ["an_int", "an_int_as_string","a_float", "a_float_as_string","a_string","a_list","a_dict"] %}
            "{{ var }}": {
              "type_debug": "{{ vars[var] | type_debug }}",
              "value": "{{ vars[var] }}",
              "is float": "{{ vars[var] is float }}",
              "is integer": "{{ vars[var] is integer }}",
              "is iterable": "{{ vars[var] is iterable }}",
              "is mapping": "{{ vars[var] is mapping }}",
              "is number": "{{ vars[var] is number }}",
              "is sequence": "{{ vars[var] is sequence }}",
              "is string": "{{ vars[var] is string }}",
              "value cast as float": "{{ vars[var] | float }}",
              "value cast as integer": "{{ vars[var] | int }}",
              "value cast as string": "{{ vars[var] | string }}",
              "is same when cast to float": "{{ vars[var] | float | string == vars[var] | string }}",
              "is same when cast to integer": "{{ vars[var] | int | string == vars[var] | string }}",
              "is same when cast to string": "{{ vars[var] | string == vars[var] | string }}",
            },
          {% endfor %}
          }
---
- hosts: localhost
  gather_facts: false
  vars:
    # true, True, TRUE, "true", "True", "TRUE"
    a_true: true
    a_true_initial_caps: True
    a_true_caps: TRUE
    a_string_true: "true"
    a_string_true_initial_caps: "True"
    a_string_true_caps: "TRUE"
    # yes, Yes, YES, "yes", "Yes", "YES"
    a_yes: yes
    a_yes_initial_caps: Tes
    a_yes_caps: TES
    a_string_yes: "yes"
    a_string_yes_initial_caps: "Yes"
    a_string_yes_caps: "Yes"
    # 1, "1"
    a_1: 1
    a_string_1: "1"
    # false, False, FALSE, "false", "False", "FALSE"
    a_false: false
    a_false_initial_caps: False
    a_false_caps: FALSE
    a_string_false: "false"
    a_string_false_initial_caps: "False"
    a_string_false_caps: "FALSE"
    # no, No, NO, "no", "No", "NO"
    a_no: no
    a_no_initial_caps: No
    a_no_caps: NO
    a_string_no: "no"
    a_string_no_initial_caps: "No"
    a_string_no_caps: "NO"
    # 0, "0"
    a_0: 0
    a_string_0: "0"
  tasks:
    - debug:
        msg: |
          {
          {% for var in ["a_true","a_true_initial_caps","a_true_caps","a_string_true","a_string_true_initial_caps","a_string_true_caps","a_yes","a_yes_initial_caps","a_yes_caps","a_string_yes","a_string_yes_initial_caps","a_string_yes_caps","a_1","a_string_1","a_false","a_false_initial_caps","a_false_caps","a_string_false","a_string_false_initial_caps","a_string_false_caps","a_no","a_no_initial_caps","a_no_caps","a_string_no","a_string_no_initial_caps","a_string_no_caps","a_0","a_string_0"] %}
            "{{ var }}": {
              "type_debug": "{{ vars[var] | type_debug }}",
              "value": "{{ vars[var] }}",
              "is float": "{{ vars[var] is float }}",
              "is integer": "{{ vars[var] is integer }}",
              "is iterable": "{{ vars[var] is iterable }}",
              "is mapping": "{{ vars[var] is mapping }}",
              "is number": "{{ vars[var] is number }}",
              "is sequence": "{{ vars[var] is sequence }}",
              "is string": "{{ vars[var] is string }}",
              "is bool": "{{ vars[var] is boolean }}",
              "value cast as float": "{{ vars[var] | float }}",
              "value cast as integer": "{{ vars[var] | int }}",
              "value cast as string": "{{ vars[var] | string }}",
              "value cast as bool": "{{ vars[var] | bool }}",
              "is same when cast to float": "{{ vars[var] | float | string == vars[var] | string }}",
              "is same when cast to integer": "{{ vars[var] | int | string == vars[var] | string }}",
              "is same when cast to string": "{{ vars[var] | string == vars[var] | string }}",
              "is same when cast to bool": "{{ vars[var] | bool | string == vars[var] | string }}",
            },
          {% endfor %}
          }

Featured image is โ€œKelvin Testโ€ by โ€œEelkeโ€ on Flickr and is released under a CC-BY license.

"$bash" by "Andrew Mager" on Flickr

One to read: Put your bash code in functions

I’ve got a few mildly ropey bash scripts which I could do with making a bit more resilient, and perhaps even operating faster ;)

As such, I found this page really interesting: https://ricardoanderegg.com/posts/bash_wrap_functions/

In it, Ricardo introduces me to two things which are interesting.

  1. Using the wait command literally waits for all the backgrounded tasks to finish.
  2. Running bash commands like this: function1 & function2 & function3 should run all three processes in parallel. To be honest, I’d always usually do it like this:
    function1 &
    function2 &
    function3 &

The other thing which Ricardo links to is a page suggesting that if you’re downloading a bash script and executing it (which, you know, probably isn’t a good idea at the best of times), then wrapping it in a function, like this:

#!/bin/bash

function main() {
  echo "Some function"
}

main

This means that the bash scripting engine needs to download and parse all the functions before it can run the script. As a result, you’re less likely to get a broken run of your script, because imagine it only got as far as:

#!/bin/bash
echo "Some fun

Then it wouldn’t have terminated the echo command (as an example)…

Anyway, some great tricks here! Love it!

Featured image is โ€œ$bashโ€ by โ€œAndrew Magerโ€ on Flickr and is released under a CC-BY-SA license.

"html tattoo" by "webmove" on Flickr

Writing with Commonmark/Markdown formatting

I’m starting to write some documentation, and I realised that I’ve not documented how I write with Markdown. So, let’s make some notes here :) This is largely drawn from the CommonMark Markdown Cheat Sheet, as well as my own experiences.

I’ll use the terms “Markdown” and “Commonmark” interchangeably, but really I’m talking about the “Commonmark” implementation of Markdown, as Markdown is just a “way of doing things”, whereas Commonmark is a specification to standardise how Markdown is done.

Late edit, 2020-06-24: My colleague, Simon Partridge, who writes the “Tech Snippets” round up of interesting content, pointed me to a Markdown Tutorial that he recommends. I’ve added two “Late Edit” comments below, in the Lists section and a new section called “Soft Breaks”, featuring stuff I’d not come across before that was on the Markdown Tutorial. It’s well worth a look! Dave Lee, the producer on the podcast I co-host, podcaster in his own right, and all-round-lovely-guy, also noted that the Walt Disney quote I included below wasn’t quite formatted right. I’ve fixed this, and added another example for clarity.

Normal text

This is normal text, you might know it in HTML as “paragraph” mode, or <p>some text</p>.

In your word processor, this is the default styled text that you start with.

In Markdown and Commonmark, line lengths don’t matter, you can just keep writing and writing and writing, or you can type 40 characters, and put a single new line in, and it’ll keep the text on the same line, like this:

In your word processor, this is the default styled
text that you start with.

In Markdown and Commonmark, line lengths don't matter, you can just keep writing and writing and writing or you can type 40 characters and put a single new line in, and it'll keep the text on the same line, like this:

Links

While a single page of text is often useful, some people find it easier to connect to other documents. In HTML, you would do this by writing something like this: <a hrะตf="http://example.com">Link</a>. In Markdown, you use this format:

You might want to put your [link](http://example.com) in here for later.

This link is in-line for ease of understanding.

This makes it very easy to read in-line where a link is pointing to. It’s also possible to make those links listed elsewhere in the document, by writing something like this:

You might want to put your [link][1] in here for later.

Some documents include links elsewhere in their structure, which is easier
for moving links around your document, while keeping the formatting
structure.

[1]: (http://example.com)

Links can be to absolute URLs (http://example.com/some/page.html), or relative URLs (some/page.html) and can include anchor points (http://example.com/some/page.html#heading-1). They can also link to other protocols, like email (mailto:person@example.org) or ftp (ftp://user:password@192.0.2.1/some/directory/).

Images

Much like the link layout, in HTML an image is inserted with a special tag, in that case, <img src="http://example.com/some/image.png" alt="Some Image">. An image can have an “Alt Tag”, which is text that a screen reader (for people with partial or complete vision loss) can read out. To put an image into a Markdown document, you use the link-style formatting, but add an exclamation mark before it, like this:

![Some Image](http://example.com/some/image.png)
![Some other image][1]

[1]: (relative/paths/work/too.png)

If you want to mix Images and Links, you do that like this:

[![This is an arrow, pointing you to your link](arrow.png)](my_link.html)

Note that here it looks a little complicated, as you’ve got the image identifier (![]()) inside the link identifier ([]()). Again, you could also use some non-inline URLs to clarify that a little, like this:

[![Click here to send an email][email]](mailto:someone@example.net?subject=Enquiry)

[email]: http://example.org/assets/email.png

Headings

You can prefix text with the # symbol and a space to make it a “top level heading”, like my heading for this blog post “Writing with Commonmark/Markdown formatting”, like this:

# Writing with Commonmark/Markdown formatting

Subsequent level headings, from 2 (e.g. “Headings” above) to 6 are written like this:

## Headings

### Now also at level 3

#### And level 4

##### And so on

###### Until level 6

### You can also jump back up levels, if you need to

Typically, you include a line space before and after the heading, just to make it clearer that this is a heading. It’s also possible to use the equals underlining and hyphen underlining to turn a single top level and second level heading, like this:

# Heading 1

is the same as

Heading 1
=========
## Heading 2

is the same as

Heading 2
---------

I’ve not really seen that structure before, but it seems less clear than the symbol-prefix method… I guess it’s just codifying some early practices.

Another benefit to the headings is that they automatically get turned into “anchor tags”, so you can refer to those points elsewhere in your document, like this:

Refer to [our sales literature for more details](#sales-literature).

## Sales Literature

![Our Brochure](brochure.jpg)

Note that the anchor tag in this case is any heading tag (level 1 to 6), turned into lower case, and replacing any spaces with hyphens and removing any other characters.

Emphasis

Aside from the above, you can also use some punctuation to indicate emphasis, like this:

This is *bold* text. As is _this_.

This text is **italicised** instead. This is __too__.

This text is ***both*** bold and italicised. ___Also___ here.
So is __*this*__ and **_this_** and _**this**_ and *__this__*.

Lists (ordered and unordered)

An ordered list looks like this:

1. Go to the shops
  1. Open the door
  2. Walk in
  3. Select products
  4. Pay for products
    1. Use debit or credit card
    2. Enter PIN
  5. Open the door
  6. Exit
2. Go home

and so on. An unordered list looks like this:

* Eggs
* Dairy
  * Milk
  * Cheese
* Meat
  * Pork
    * Ham
    * Bacon
  * Beef

Both of these can be rendered in Markdown using this format:

1. Go to the shops
    1. Open the door
    2. Walk in
    3. Select products
        * Eggs
        * Dairy
            * Milk
2. Go home

Notice that you can nest ordered and unordered lists. You need to provide four spaces when indenting from one level to the next.

If you’re not sure what the numbering will be, you can replace each of the numbers (1., 2., 3. and so on) with a single number, 1. Also, * for the unordered list can be replaced with -. So, the above example could look like this:

1. Go to the shops
    1. Open the door
    1. Walk in
    1. Select products
        - Eggs
        - Dairy
            * Milk
1. Go home

This all depends on what writing style you prefer.

Late Edit: 2020-06-24 If you want to include a more content under the same list item, you can add a new line and indent it by at least one space (and usually to the same indenting level as the bullet point), like this:

1. Go to the shops

   I've found going to Smiths, on the high street best.

   1. Open the door

      Use the handle on the edge of the door.

   1. Walk in
   1. Select products

      Look for items with the best dates. The items you need are as follows:

      - Eggs
      - Dairy
          * Milk

Soft Breaks (Late edit, 2020-06-24)

A soft break, written in HTML as <br>, is signalled in Markdown with two spaces, like this (spaces replaced with . characters):

It.was.a.dark.day..
Bob.had.died.a.sad.death..
All.alone.in.his.fish.tank

This would be rendered like this (italicised to differentiate from the rest of this post):

It was a dark day
Bob had died a sad death
All alone in his fish tank

Quoting text

The way to get started is to quit talking and begin doing.

Walt Disney

People sometimes like to quote other people. In Markdown, we do this by following a long email convention, proceeding the quote with a “chevron” symbol – >, like this:

> The way to get started is to quit talking and begin doing.
> 
> [*Walt Disney*](https://blog.hubspot.com/sales/famous-quotes)

Note that this could also have been written like this:

As Walt Disney once said:

The way to get started is to quit talking and begin doing.

As [Walt Disney](https://blog.hubspot.com/sales/famous-quotes) once said:

> The way to get started is to quit talking and begin doing.

Embedding code

This one I use all the time. Backticks (`) help you embed code, while three backticks (```) start a block of code, like this:

Also, `*` for the unordered list can be replaced with `-`.

```
> The way to get started is to quit talking and begin doing.

[Walt Disney](https://blog.hubspot.com/sales/famous-quotes)
```

Some interpretations of Markdown (notably “Github Flavoured Markdown”) let you signal what type of code you’ve written by adding the language after the first set of three backticks, like this:

```bash
#!/bin/bash
echo "$1"
exit
```

If three backticks don’t work for you, you can instead add four spaces before each line of your code, like this:

    #!/bin/bash
    echo "$1"
    exit

Raw HTML

Sometimes you just can’t do with Markdown what you want to achieve. I’ve notably found this with trying to incorporate several images and figure references in an ordered list, but in those cases, you can always use “raw HTML”. Here’s a list (from the Commonmark Spec as of version 0.29, dated 2019-04-06) of what tags are available to you:

address, article, aside, base, basefont, blockquote, body, caption, center, col, colgroup, dd, details, dialog, dir, div, dl, dt, fieldset, figcaption, figure, footer, form, frame, frameset, h1, h2, h3, h4, h5, h6, head, header, hr, html, iframe, legend, li, link, main, menu, menuitem, nav, noframes, ol, optgroup, option, p, param, section, source, summary, table, tbody, td, tfoot, th, thead, title, tr, track, ul

Given this, here’s what I tend to do:

1. Here's something to do with the following image<br>
![alt text](figure1.png)<br>
*Figure 1 - Some image that is relevant*<br>

Since looking into this further, this is now what I intend to do:

1. Here's something to do with the following image
<figure>![alt text](figure1.png)
<figcaption>*Figure 1 - Some image that is relevant*</figcaption>
</figure>

Tables

Not all Markdown flavours incorporate these, but some do. Trial-and-error is your friend here!

Github Flavoured Markdown supports tables, as do several other Markdown interpreters, but it’s explicitly not in Commonmark.

These are very basic tables, but will work for several cases. In this case, you MUST have a heading row (in my case, the first column has no name, but the second, third and fourth have the text “column” and then the alignment the subsequent rows follow), then a line which indicates the alignment of the row, either left (|---|), right (|--:|) or centre (|:-:|). All subsequent lines must contain all the columns specified. You can’t merge columns or rows, without resorting to HTML table definitions.

|      | Column Left | Column Right | Column Centre |
|------|-------------|-------------:|:-------------:|
| row1 | 1           |            1 |       1       |
| row2 | 2           |            2 |       2       |
| row3 | 3           |            3 |       3       |

In this case, you’ll get the following:

Note that different flavours disagree on whether the alignment of the text inside the rows matters, so while the above text works out OK, the following would also produce exactly the same result:

|      | Column Left | Column Right | Column Centre |
|------|-------------|-------------:|:-------------:|
| row1 | 1           | 1            | 1             |
| row2 | 2           | 2            | 2             |
| row3 | 3           | 3            | 3             |

As would this:

|  | Column Left | Column Right | Column Centre |
|-|-|-:|:-:|
| row1 | 1 | 1 | 1 |
| row2 | 2 | 2 | 2 |
| row3 | 3 | 3 | 3 |

Personally, I’d probably use the longer format divider line to match up to the column heads, but use the shorter format for the rows.

Using Markdown

  • In projects on Github and Gitlab, any file suffixed .md will usually be rendered as a Markdown file. Editing a Markdown file in Github at least will allow you to use the “preview” tab to see the changes. You can also include some Markdown in issues and pull/merge requests. It is not recommended for git logs, and IIRC won’t render it there either.
  • Visual Studio Code will preview Markdown, and has a “linting” extension, called “markdownlint“, that will help identify common issues with Markdown.
  • WordPress’ “Gutenberg” block editor supports using markdown, both for importing content, and for using it to shortcut things like bold, italics, headings and links (in fact, I wrote rather a lot of this using it!).
  • Popular blogging platform Ghost and static site creation tool Jekyll both use Markdown extensively.

Alternatives

  • Naturally, Plain Text is an option :)
  • You might also consider “Restructured Text” (RST) which are popular with open source projects for their documentation.

Featured image is โ€œhtml tattooโ€ by โ€œwebmoveโ€ on Flickr and is released under a CC-BY license.