Setting Up Chef Server 12 on CentOS 6 (and configuring an OS X client)

Chef is a configuration management tool, similar in concept to Puppet. As I test out various configuration management tools and methods, I wanted to try my hands at Chef to see what the process would be like.

I find that Chef’s documentation is a bit ambiguous, so I’ve recreated it here to show the steps I used to get something working.

The server / workstation setup was all done in a CentOS 6.6 VM.

The client configuration is done on an OS X Yosemite 10.10.2 VM.

Server Setup:

In these instructions, “ssh” refers to the short name for my organization “Schools of the Sacred Heart SF”.

Follow the instructions for Installing Chef Server:

  1. Download the Chef server for Enterprise Linux 6 – as of writing, that’s chef-server-core-12.0.4-1.el6.x86_64.rpm.
  2. Install the rpm:
    sudo rpm -Uvh chef-server-core-12.0.4-1.el6.x86_64.rpm
  3. If the hostname for the machine does not have an FQDN, that needs to be done first:
    hostname -f
  4. sudo chef-server-ctl reconfigure
  5. mkdir -p /etc/chef-server/
  6. Create your first user account:
    sudo chef-server-ctl user-create --filename /etc/chef-server/nick.pem nick Nick McSpadden nick.mcspadden@email.address password
  7. Create your first organization:
    sudo chef-server-ctl org-create ssh SacredSF --association_user nick --filename /etc/chef-server/ssh.pem

This “ssh.pem” file is the private key for my organization, with short name “ssh”. If you create an organization called “test” you can name the private key “test.pem” and use that wherever you see “ssh.pem” in these instructions.

Now, set up the Chef Workstation where you can get things done. This can be on the same computer, and in my case is in the same VM – the Server and Workstation are the same virtual machine. Follow instructions for Installing Chef Workstation:

  1. Download the Chef Workstation for Enterprise Linux 6 – as of writing, that’s chefdk-0.4.0-1.x86_64.rpm.
  2. Install the rpm:
    sudo rpm -Uvh chefdk-0.4.0-1.x86_64.rpm
  3. Do the initial setup:
    knife configure initial
    Answer the following questions:
Overwrite /home/nmcspadden/.chef/knife.rb? (Y/N) Y
Please enter the chef server URL: [https://chef:443] https://chef.domain.com:443/organizations/ssh
Please enter an existing username or clientname for the API: [admin] nick
Please enter the validation clientname: [chef-validator] ssh-validator
Please enter the location of the validation key: [/etc/chef-server/chef-validator.pem] /etc/chef-server/ssh.pem
Please enter the path to a chef repository (or leave blank):

Set up the Chef Repo:

  1. git clone git://github.com/chef/chef-repo.git (I cloned this into my home directory, at ~/chef-repo/)
  2. mkdir -p chef-repo/.chef
  3. echo '.chef' >> ~/chef-repo/.gitignore
  4. Copy the two .pem files you created earlier into .chef:
    cp /etc/chef-server/*.pem ~/chef-repo/.chef/
  5. Write the file ~/chef-repo/.chef/knife.rb:
    log_level :info
    log_location STDOUT
    node_name 'nick'
    client_key '/home/nmcspadden/.chef/nick.pem'
    validation_client_name 'ssh-validator'
    validation_key '/etc/chef-server/ssh.pem'
    chef_server_url 'https://chef:443/organizations/ssh'
    syntax_check_cache_path '/home/nmcspadden/.chef/syntax_check_cache'
    cookbook_path '/home/nmcspadden/chef-repo/cookbooks'
    knife[:editor]=/usr/bin/nano
  6. Run knife ssl fetch to trust the server’s self-signed cert.
  7. knife client list should now show you the name of your validator, which in this case is:
    ssh-validator
  8. Setup the proper Ruby paths and other services with Chef’s shell-initialization script:
    echo 'eval "$(chef shell-init bash"' >> ~/.bash_profile && source ~/.bash_profile

    Verify that ruby is correct using which ruby:
    /opt/chefdk/embedded/bin/ruby

Node/Client Setup:

The “node” refers to an end client that is receiving Chef configurations. In this example, I’m using an OS X 10.10.2 VM as my client node.

  1. Add your Chef VM to /etc/hosts, if it doesn’t already exist in DNS.
  2. Install the Xcode Command Line Tools on the client machine first.
  3. Install the latest Chef client for OS X 10.10 – as of writing, that’s chef-12.0.3-1.dmg.
  4. Copy the ssh.pem created earlier to /etc/chef/validation.pem on the client (name is important).
  5. You need to copy the trusted certs from your chef-repo (~/chef-repo/.chef/trusted_certs/) to the client as well, into /etc/chef/trusted_certs/. If you don’t have these trusted certs on the chef server, use this command to generate them: knife ssl fetch
  6. Write a file client.rb to /etc/chef/client.rb:
  7. Run sudo chef-client to trigger the initial chef run.

You now have a working Chef client install with a working Chef server!

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4 thoughts on “Setting Up Chef Server 12 on CentOS 6 (and configuring an OS X client)

  1. Hey Nick,

    Awesome tutorial/article. On step 6 of the Server Setup, when trying to create a user, I am getting the following error:

    FATAL: File /etc/chef-server/myname.pem is not writable. Check permissions.

    I have used chmod to make the file writable for everyone and am still receiving this error. Any ideas?

    Thanks,
    Cole

    Like

    • Make sure that /etc/chef-server/ is writable for the user running chef-server-ctl. Even if /etc/chef-server/myname.pem is writable, if /etc/chef-server/ is not, you won’t be able to modify its contents.

      Like

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