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awx/INSTALL.md
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# Installing AWX
This document provides a guide for installing AWX.
## Table of contents
- [Getting started](#getting-started)
- [Clone the repo](#clone-the-repo)
- [AWX branding](#awx-branding)
- [Prerequisites](#prerequisites)
- [System Requirements](#system-requirements)
- [AWX Tunables](#awx-tunables)
- [Choose a deployment platform](#choose-a-deployment-platform)
- [Official vs Building Images](#official-vs-building-images)
- [OpenShift](#openshift)
- [Prerequisites](#prerequisites)
- [Deploying to Minishift](#deploying-to-minishift)
- [Pre-build steps](#pre-build-steps)
- [PostgreSQL](#postgresql)
- [Start the build](#start-the-build)
- [Post build](#post-build)
- [Accessing AWX](#accessing-awx)
- [Docker](#docker)
- [Prerequisites](#prerequisites-2)
- [Pre-build steps](#pre-build-steps-1)
- [Deploying to a remote host](#deploying-to-a-remote-host)
- [Inventory variables](#inventory-variables)
- [Docker registry](#docker-registry)
- [PostgreSQL](#postgresql-1)
- [Proxy settings](#proxy-settings)
- [Start the build](#start-the-build-1)
- [Post build](#post-build-1)
- [Accessing AWX](#accessing-awx-1)
## Getting started
### Clone the repo
If you have not already done so, you will need to clone, or create a local copy, of the [AWX repo](https://github.com/ansible/awx). For more on how to clone the repo, view [git clone help](https://git-scm.com/docs/git-clone).
Once you have a local copy, run commands within the root of the project tree.
### AWX branding
You can optionally install the AWX branding assets from the [awx-logos repo](https://github.com/ansible/awx-logos). Prior to installing, please review and agree to the [trademark guidelines](https://github.com/ansible/awx-logos/blob/master/TRADEMARKS.md).
To install the assets, clone the `awx-logos` repo so that it is next to your `awx` clone. As you progress through the installation steps, you'll be setting variables in the [inventory](./installer/inventory) file. To include the assets in the build, set `awx_official=true`.
### Prerequisites
Before you can run a deployment, you'll need the following installed in your local environment:
- [Ansible](http://docs.ansible.com/ansible/latest/intro_installation.html) Requires Version 2.4+
- [Docker](https://docs.docker.com/engine/installation/)
- [docker-py](https://github.com/docker/docker-py) Python module
- [GNU Make](https://www.gnu.org/software/make/)
- [Git](https://git-scm.com/)
### System Requirements
The system that runs the AWX service will need to satisfy the following requirements
- At leasts 4GB of memory
- At least 2 cpu cores
- At least 20GB of space
- Running Docker or Openshift
### AWX Tunables
**TODO** add tunable bits
### Choose a deployment platform
We currently support running AWX as a containerized application using Docker images deployed to either an OpenShift cluster, or a standalone Docker daemon. The remainder of this document will walk you through the process of building the images, and deploying them to either platform.
The [installer](./installer) directory contains an [inventory](./installer/inventory) file, and a playbook, [install.yml](./installer/install.yml). You'll begin by setting variables in the inventory file according to the platform you wish to use, and then you'll start the image build and deployment process by running the playbook.
In the sections below, you'll find deployment details and instructions for each platform. To deploy to Docker, view the [Docker section](#docker), and for OpenShift, view the [OpenShift section](#openshift).
### Official vs Building Images
When installing AWX you have the option of building your own images or using the images provided on DockerHub (see [awx_web](https://hub.docker.com/r/ansible/awx_web/) and [awx_task](https://hub.docker.com/r/ansible/awx_task/))
This is controlled by the following variables in the `inventory` file
```
dockerhub_base=ansible
dockerhub_version=latest
```
If these variables are present then all deployments will use these hosted images. If the variables are not present then the images will be built during the install.
*dockerhub_base*
> The base location on DockerHub where the images are hosted (by default this pulls container images named `ansible/awx_web:tag` and `ansible/awx_task:tag`)
*dockerhub_version*
> Multiple versions are provided. `latest` always pulls the most recent. You may also select version numbers at different granularities: 1, 1.0, 1.0.1, 1.0.0.123
## OpenShift
### Prerequisites
To complete a deployment to OpenShift, you will obviously need access to an OpenShift cluster. For demo and testing purposes, you can use [Minishift](https://github.com/minishift/minishift) to create a single node cluster running inside a virtual machine.
You will also need to have the `oc` command in your PATH. The `install.yml` playbook will call out to `oc` when logging into, and creating objects on the cluster.
#### Deploying to Minishift
Install Minishift by following the [installation guide](https://docs.openshift.org/latest/minishift/getting-started/installing.html).
The Minishift VM contains a Docker daemon, which you can use to build the AWX images. This is generally the approach you should take, and we recommend doing so. To use this instance, run the following command to setup your environment:
```bash
# Set DOCKER environment variable to point to the Minishift VM
$ eval $(minishift docker-env)
```
**Note**
> If you choose to not use the Docker instance running inside the VM, and build the images externally, you will have to enable the OpenShift cluster to access the images. This involves pushing the images to an external Docker registry, and granting the cluster access to it, or exposing the internal registry, and pushing the images into it.
### Pre-build steps
Before starting the build process, review the [inventory](./installer/inventory) file, and uncomment and provide values for the following variables found in the `[all:vars]` section:
*openshift_host*
> IP address or hostname of the OpenShift cluster. If you're using Minishift, this will be the value returned by `minishift ip`.
*awx_openshift_project*
> Name of the OpenShift project that will be created, and used as the namespace for the AWX app. Defaults to *awx*.
*awx_node_port*
> The web server port running inside the AWX pod. Defaults to *30083*.
*openshift_user*
> Username of the OpenShift user that will create the project, and deploy the application. Defaults to *developer*.
*docker_registry*
> IP address and port, or URL, for accessing a registry that the OpenShift cluster can access. Defaults to *172.30.1.1:5000*, the internal registry delivered with Minishift. This is not needed if you are using official hosted images.
n
*docker_registry_repository*
> Namespace to use when pushing and pulling images to and from the registry. Generally this will match the project name. It defaults to *awx*. This is not needed if you are using official hosted images.
*docker_registry_username*
> Username of the user that will push images to the registry. Will generally match the *openshift_user* value. Defaults to *developer*. This is not needed if you are using official hosted images.
#### PostgreSQL
AWX requires access to a PostgreSQL database, and by default, one will be created and deployed in a pod. The database is configured for persistence and will create a persistent volume claim named `postgresql`. By default it will claim 5GB from the available persistent volume pool. This can be tuned by setting a variable in the inventory file or on the command line during the `ansible-playbook` run.
ansible-playbook ... -e pg_volume_capacity=n
If you wish to use an external database, in the inventory file, set the value of `pg_hostname`, and update `pg_username`, `pg_password`, `pg_database`, and `pg_port` with the connection information. When setting `pg_hostname` the installer will assume you have configured the database in that location and will not launch the postgresql pod.
### Start the build
To start the build, you will pass two *extra* variables on the command line. The first is *openshift_password*, which is the password for the *openshift_user*, and the second is *docker_registry_password*, which is the password associated with *docker_registry_username*.
If you're using the OpenShift internal registry, then you'll pass an access token for the *docker_registry_password* value, rather than a password. The `oc whoami -t` command will generate the required token, as long as you're logged into the cluster via `oc cluster login`.
To start the build and deployment, run the following (docker_registry_password is optional if using official images):
```bash
# Start the build and deployment
$ ansible-playbook -i inventory install.yml -e openshift_password=developer -e docker_registry_password=$(oc whoami -t)
```
### Post build
After the playbook run completes, check the status of the deployment by running `oc get pods`:
```bash
# View the running pods
$ oc get pods
NAME READY STATUS RESTARTS AGE
awx-3886581826-5mv0l 4/4 Running 0 8s
postgresql-1-l85fh 1/1 Running 0 20m
```
In the above example, the name of the AWX pod is `awx-3886581826-5mv0l`. Before accessing the AWX web interface, setup tasks and database migrations need to complete. These tasks are running in the `awx_task` container inside the AWX pod. To monitor their status, tail the container's STDOUT by running the following command, replacing the AWX pod name with the pod name from your environment:
```bash
# Follow the awx_task log output
$ oc logs -f awx-3886581826-5mv0l -c awx-celery
```
You will see the following indicating that database migrations are running:
```bash
Using /etc/ansible/ansible.cfg as config file
127.0.0.1 | SUCCESS => {
"changed": false,
"db": "awx"
}
Operations to perform:
Synchronize unmigrated apps: solo, api, staticfiles, messages, channels, django_extensions, ui, rest_framework, polymorphic
Apply all migrations: sso, taggit, sessions, djcelery, sites, kombu_transport_django, social_auth, contenttypes, auth, conf, main
Synchronizing apps without migrations:
Creating tables...
Running deferred SQL...
Installing custom SQL...
Running migrations:
Rendering model states... DONE
Applying contenttypes.0001_initial... OK
Applying contenttypes.0002_remove_content_type_name... OK
Applying auth.0001_initial... OK
Applying auth.0002_alter_permission_name_max_length... OK
Applying auth.0003_alter_user_email_max_length... OK
Applying auth.0004_alter_user_username_opts... OK
Applying auth.0005_alter_user_last_login_null... OK
Applying auth.0006_require_contenttypes_0002... OK
Applying taggit.0001_initial... OK
Applying taggit.0002_auto_20150616_2121... OK
...
```
When you see output similar to the following, you'll know that database migrations have completed, and you can access the web interface:
```bash
Python 2.7.5 (default, Nov 6 2016, 00:28:07)
[GCC 4.8.5 20150623 (Red Hat 4.8.5-11)] on linux2
Type "help", "copyright", "credits" or "license" for more information.
(InteractiveConsole)
>>> <User: admin>
>>> Default organization added.
Demo Credential, Inventory, and Job Template added.
Successfully registered instance awx-3886581826-5mv0l
(changed: True)
Creating instance group tower
Added instance awx-3886581826-5mv0l to tower
```
Once database migrations complete, the web interface will be accessible.
### Accessing AWX
The AWX web interface is running in the AWX pod, behind the `awx-web-svc` service. To view the service, and its port value, run the following command:
```bash
# View available services
$ oc get services
NAME CLUSTER-IP EXTERNAL-IP PORT(S) AGE
awx-web-svc 172.30.111.74 <nodes> 8052:30083/TCP 37m
postgresql 172.30.102.9 <none> 5432/TCP 38m
```
The deployment process creates a route, `awx-web-svc`, to expose the service. How the ingres is actually created will vary depending on your environment, and how the cluster is configured. You can view the route, and the external IP address and hostname assigned to it, by running the following command:
```bash
# View available routes
$ oc get routes
NAME HOST/PORT PATH SERVICES PORT TERMINATION WILDCARD
awx-web-svc awx-web-svc-awx.192.168.64.2.nip.io awx-web-svc http edge/Allow None
```
The above example is taken from a Minishift instance. From a web browser, use `https` to access the `HOST/PORT` value from your environment. Using the above example, the URL to access the server would be [https://awx-web-svc-awx.192.168.64.2.nip.io](https://awx-web-svc-awx.192.168.64.2.nip.io).
Once you access the AWX server, you will be prompted with a login dialog. The default administrator username is `admin`, and the password is `password`.
## Docker
### Prerequisites
You will need the following installed on the host where AWX will be deployed:
- [Docker](https://docs.docker.com/engine/installation/)
- [docker-py](https://github.com/docker/docker-py) Python module
Note: After installing Docker, the Docker service must be started.
### Pre-build steps
#### Deploying to a remote host
By default, the delivered [installer/inventory](./installer/inventory) file will deploy AWX to the local host. It is possible; however, to deploy to a remote host. The [installer/install.yml](./installer/install.yml) playbook can be used to build images on the local host, and ship the built images to, and run deployment tasks on, a remote host. To do this, modify the [installer/inventory](./installer/inventory) file, by commenting out `localhost`, and adding the remote host.
For example, suppose you wish to build images locally on your CI/CD host, and deploy them to a remote host named *awx-server*. To do this, add *awx-server* to the [installer/inventory](./installer/inventory) file, and comment out or remove `localhost`, as demonstrated by the following:
```yaml
# localhost ansible_connection=local
awx-server
[all:vars]
...
```
In the above example, image build tasks will be delegated to `localhost`, which is typically where the clone of the AWX project exists. Built images will be archived, copied to remote host, and imported into the remote Docker image cache. Tasks to start the AWX containers will then execute on the remote host.
If you choose to use the official images then the remote host will be the one to pull those images.
**Note**
> You may also want to set additional variables to control how Ansible connects to the host. For more information about this, view [Behavioral Inventory Parameters](http://docs.ansible.com/ansible/latest/intro_inventory.html#id12).
> As mentioned above, in [Prerequisites](#prerequisites-1), the prerequisites are required on the remote host.
> When deploying to a remote host, the playook does not execute tasks with the `become` option. For this reason, make sure the user that connects to the remote host has privileges to run the `docker` command. This typically means that non-privileged users need to be part of the `docker` group.
#### Inventory variables
Before starting the build process, review the [inventory](./installer/inventory) file, and uncomment and provide values for the following variables found in the `[all:vars]` section:
*postgres_data_dir*
> If you're using the default PostgreSQL container (see [PostgreSQL](#postgresql-1) below), provide a path that can be mounted to the container, and where the database can be persisted.
*host_port*
> Provide a port number that can be mapped from the Docker daemon host to the web server running inside the AWX container. Defaults to *80*.
#### Docker registry
If you wish to tag and push built images to a Docker registry, set the following variables in the inventory file:
*docker_registry*
> IP address and port, or URL, for accessing a registry.
*docker_registry_repository*
> Namespace to use when pushing and pulling images to and from the registry. Defaults to *awx*.
*docker_registry_username*
> Username of the user that will push images to the registry. Defaults to *developer*.
*docker_remove_local_images*
> Due to the way that the docker_image module behaves, images will not be pushed to a remote repository if they are present locally. Set this to delete local versions of the images that will be pushed to the remote. This will fail if containers are currently running from those images.
**Note**
> These settings are ignored if using official images
#### Proxy settings
*http_proxy*
> IP address and port, or URL, for using an http_proxy.
*https_proxy*
> IP address and port, or URL, for using an https_proxy.
*no_proxy*
> Exclude IP address or URL from the proxy.
#### PostgreSQL
AWX requires access to a PostgreSQL database, and by default, one will be created and deployed in a container, and data will be persisted to a host volume. In this scenario, you must set the value of `postgres_data_dir` to a path that can be mounted to the container. When the container is stopped, the database files will still exist in the specified path.
If you wish to use an external database, in the inventory file, set the value of `pg_hostname`, and update `pg_username`, `pg_password`, `pg_database`, and `pg_port` with the connection information.
### Start the build
If you are not pushing images to a Docker registry, start the build by running the following:
```bash
# Set the working directory to installer
$ cd installer
# Run the Ansible playbook
$ ansible-playbook -i inventory install.yml
```
If you're pushing built images to a repository, then use the `-e` option to pass the registry password as follows, replacing *password* with the password of the username assigned to `docker_registry_username` (note that you will also need to remove `dockerhub_base` and `dockerhub_version` from the inventory file):
```bash
# Set the working directory to installer
$ cd installer
# Run the Ansible playbook
$ ansible-playbook -i inventory -e docker_registry_password=password install.yml
```
### Post build
After the playbook run completes, Docker will report up to 5 running containers. If you chose to use an existing PostgresSQL database, then it will report 4. You can view the running containers using the `docker ps` command, as follows:
```bash
CONTAINER ID IMAGE COMMAND CREATED STATUS PORTS NAMES
e240ed8209cd awx_task:1.0.0.8 "/tini -- /bin/sh ..." 2 minutes ago Up About a minute 8052/tcp awx_task
1cfd02601690 awx_web:1.0.0.8 "/tini -- /bin/sh ..." 2 minutes ago Up About a minute 0.0.0.0:80->8052/tcp awx_web
55a552142bcd memcached:alpine "docker-entrypoint..." 2 minutes ago Up 2 minutes 11211/tcp memcached
84011c072aad rabbitmq:3 "docker-entrypoint..." 2 minutes ago Up 2 minutes 4369/tcp, 5671-5672/tcp, 25672/tcp rabbitmq
97e196120ab3 postgres:9.6 "docker-entrypoint..." 2 minutes ago Up 2 minutes 5432/tcp postgres
```
Immediately after the containers start, the *awx_task* container will perform required setup tasks, including database migrations. These tasks need to complete before the web interface can be accessed. To monitor the progress, you can follow the container's STDOUT by running the following:
```bash
# Tail the the awx_task log
$ docker logs -f awx_task
```
You will see output similar to the following:
```bash
Using /etc/ansible/ansible.cfg as config file
127.0.0.1 | SUCCESS => {
"changed": false,
"db": "awx"
}
Operations to perform:
Synchronize unmigrated apps: solo, api, staticfiles, messages, channels, django_extensions, ui, rest_framework, polymorphic
Apply all migrations: sso, taggit, sessions, djcelery, sites, kombu_transport_django, social_auth, contenttypes, auth, conf, main
Synchronizing apps without migrations:
Creating tables...
Running deferred SQL...
Installing custom SQL...
Running migrations:
Rendering model states... DONE
Applying contenttypes.0001_initial... OK
Applying contenttypes.0002_remove_content_type_name... OK
Applying auth.0001_initial... OK
Applying auth.0002_alter_permission_name_max_length... OK
Applying auth.0003_alter_user_email_max_length... OK
Applying auth.0004_alter_user_username_opts... OK
Applying auth.0005_alter_user_last_login_null... OK
Applying auth.0006_require_contenttypes_0002... OK
Applying taggit.0001_initial... OK
Applying taggit.0002_auto_20150616_2121... OK
Applying main.0001_initial... OK
...
```
Once migrations complete, you will see the following log output, indicating that migrations have completed:
```bash
Python 2.7.5 (default, Nov 6 2016, 00:28:07)
[GCC 4.8.5 20150623 (Red Hat 4.8.5-11)] on linux2
Type "help", "copyright", "credits" or "license" for more information.
(InteractiveConsole)
>>> <User: admin>
>>> Default organization added.
Demo Credential, Inventory, and Job Template added.
Successfully registered instance awx
(changed: True)
Creating instance group tower
Added instance awx to tower
(changed: True)
...
```
### Accessing AWX
The AWX web server is accessible on the deployment host, using the *host_port* value set in the *inventory* file. The default URL is [http://localhost](http://localhost).
You will prompted with a login dialog. The default administrator username is `admin`, and the password is `password`.
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