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Saturday, 20 February 2021

Ansible Roles

Roles


Roles let you automatically load related vars_files, tasks, handlers, and other Ansible artifacts based on a known file structure. Once you group your content in roles, you can easily reuse them and share them with other users.

Role directory structure

An Ansible role has a defined directory structure with seven main standard directories. You must include at least one of these directories in each role. You can omit any directories the role does not use. For example:

# playbooks
site.yml
webservers.yml
fooservers.yml
roles/
    common/
        tasks/
        handlers/
        library/
        files/
        templates/
        vars/
        defaults/
        meta/
    webservers/
        tasks/
        defaults/
        meta/

By default Ansible will look in each directory within a role for a main.yml file for relevant content (also main.yaml and main):
  • tasks/main.yml - the main list of tasks that the role executes.
  • handlers/main.yml - handlers, which may be used within or outside this role.
  • library/my_module.py - modules, which may be used within this role (see Embedding modules and plugins in roles for more information).
  • defaults/main.yml - default variables for the role (see Using Variables for more information). These variables have the lowest priority of any variables available, and can be easily overridden by any other variable, including inventory variables.
  • vars/main.yml - other variables for the role (see Using Variables for more information).
  • files/main.yml - files that the role deploys.
  • templates/main.yml - templates that the role deploys.
  • meta/main.yml - metadata for the role, including role dependencies.

You can add other YAML files in some directories. For example, you can place platform-specific tasks in separate files and refer to them in the tasks/main.yml file:

# roles/example/tasks/main.yml
- name: Install the correct web server for RHEL
  import_tasks: redhat.yml
  when: ansible_facts['os_family']|lower == 'redhat'

- name: Install the correct web server for Debian
  import_tasks: debian.yml
  when: ansible_facts['os_family']|lower == 'debian'

# roles/example/tasks/redhat.yml
- name: Install web server
  ansible.builtin.yum:
    name: "httpd"
    state: present

# roles/example/tasks/debian.yml
- name: Install web server
  ansible.builtin.apt:
    name: "apache2"
    state: present

Roles may also include modules and other plugin types in a directory called library. For more information, please refer to Embedding modules and plugins in roles below.

Storing and finding roles


By default, Ansible looks for roles in two locations:

in a directory called roles/, relative to the playbook file

in /etc/ansible/roles

If you store your roles in a different location, set the roles_path configuration option so Ansible can find your roles. Checking shared roles into a single location makes them easier to use in multiple playbooks. See Configuring Ansible for details about managing settings in ansible.cfg.

Alternatively, you can call a role with a fully qualified path:

---
- hosts: webservers
  roles:
    - role: '/path/to/my/roles/common'

Using roles

You can use roles in three ways:
  • at the play level with the roles option: This is the classic way of using roles in a play.
  • at the tasks level with include_role: You can reuse roles dynamically anywhere in the tasks section of a play using include_role.
  • at the tasks level with import_role: You can reuse roles statically anywhere in the tasks section of a play using import_role.
Using roles at the play level

The classic (original) way to use roles is with the roles option for a given play:

---
- hosts: webservers
  roles:
    - common
    - webservers
When you use the roles option at the play level, for each role ‘x’:
  • If roles/x/tasks/main.yml exists, Ansible adds the tasks in that file to the play.
  • If roles/x/handlers/main.yml exists, Ansible adds the handlers in that file to the play.
  • If roles/x/vars/main.yml exists, Ansible adds the variables in that file to the play.
  • If roles/x/defaults/main.yml exists, Ansible adds the variables in that file to the play.
  • If roles/x/meta/main.yml exists, Ansible adds any role dependencies in that file to the list of roles.
  • Any copy, script, template or include tasks (in the role) can reference files in roles/x/{files,templates,tasks}/ (dir depends on task) without having to path them relatively or absolutely.

When you use the roles option at the play level, Ansible treats the roles as static imports and processes them during playbook parsing. Ansible executes your playbook in this order:

  • Any pre_tasks defined in the play.
  • Any handlers triggered by pre_tasks.
  • Each role listed in roles:, in the order listed. Any role dependencies defined in the role’s meta/main.yml run first, subject to tag filtering and conditionals.
  • Any tasks defined in the play.
  • Any handlers triggered by the roles or tasks.
  • Any post_tasks defined in the play.
  • Any handlers triggered by post_tasks.

Note

If using tags with tasks in a role, be sure to also tag your pre_tasks, post_tasks, and role dependencies and pass those along as well, especially if the pre/post tasks and role dependencies are used for monitoring outage window control or load balancing.

You can pass other keywords to the roles option:

---
- hosts: webservers
  roles:
    - common
    - role: foo_app_instance
      vars:
        dir: '/opt/a'
        app_port: 5000
      tags: typeA
    - role: foo_app_instance
      vars:
        dir: '/opt/b'
        app_port: 5001
      tags: typeB

When you add a tag to the role option, Ansible applies the tag to ALL tasks within the role.

When using vars: within the roles: section of a playbook, the variables are added to the play variables, making them available to all tasks within the play before and after the role. This behavior can be changed by DEFAULT_PRIVATE_ROLE_VARS.

Including roles: dynamic reuse

You can reuse roles dynamically anywhere in the tasks section of a play using include_role. While roles added in a roles section run before any other tasks in a playbook, included roles run in the order they are defined. If there are other tasks before an include_role task, the other tasks will run first.

To include a role:

---
- hosts: webservers
  tasks:
    - name: Print a message
      ansible.builtin.debug:
        msg: "this task runs before the example role"

    - name: Include the example role
      include_role:
        name: example

    - name: Print a message
      ansible.builtin.debug:
        msg: "this task runs after the example role"

You can pass other keywords, including variables and tags, when including roles:

---
- hosts: webservers
  tasks:
    - name: Include the foo_app_instance role
      include_role:
        name: foo_app_instance
      vars:
        dir: '/opt/a'
        app_port: 5000
      tags: typeA
  ...

When you add a tag to an include_role task, Ansible applies the tag only to the include itself. This means you can pass --tags to run only selected tasks from the role, if those tasks themselves have the same tag as the include statement. 

You can conditionally include a role:

---
- hosts: webservers
  tasks:
    - name: Include the some_role role
      include_role:
        name: some_role
      when: "ansible_facts['os_family'] == 'RedHat'"

Importing roles: static reuse

You can reuse roles statically anywhere in the tasks section of a play using import_role. The behavior is the same as using the roles keyword. For example:

---
- hosts: webservers
  tasks:
    - name: Print a message
      ansible.builtin.debug:
        msg: "before we run our role"

    - name: Import the example role
      import_role:
        name: example

    - name: Print a message
      ansible.builtin.debug:
        msg: "after we ran our role"

You can pass other keywords, including variables and tags, when importing roles:

---
- hosts: webservers
  tasks:
    - name: Import the foo_app_instance role
      import_role:
        name: foo_app_instance
      vars:
        dir: '/opt/a'
        app_port: 5000
  ...

When you add a tag to an import_role statement, Ansible applies the tag to all tasks within the role. See Tag inheritance: adding tags to multiple tasks for details.

Running a role multiple times in one playbook

Ansible only executes each role once, even if you define it multiple times, unless the parameters defined on the role are different for each definition. For example, Ansible only runs the role foo once in a play like this:

---
- hosts: webservers
  roles:
    - foo
    - bar
    - foo
You have two options to force Ansible to run a role more than once.

Passing different parameters

You can pass different parameters in each role definition as:

---
- hosts: webservers
  roles:
    - { role: foo, vars: { message: "first" } }
    - { role: foo, vars: { message: "second" } }
or

---
- hosts: webservers
  roles:
    - role: foo
      vars:
        message: "first"
    - role: foo
      vars:
        message: "second"

In this example, because each role definition has different parameters, Ansible runs foo twice.

Using allow_duplicates: true

Add allow_duplicates: true to the meta/main.yml file for the role:

# playbook.yml
---
- hosts: webservers
  roles:
    - foo
    - foo

# roles/foo/meta/main.yml
---
allow_duplicates: true
In this example, Ansible runs foo twice because we have explicitly enabled it to do so.

Using role dependencies

Role dependencies let you automatically pull in other roles when using a role. Ansible does not execute role dependencies when you include or import a role. You must use the roles keyword if you want Ansible to execute role dependencies.

Role dependencies are stored in the meta/main.yml file within the role directory. This file should contain a list of roles and parameters to insert before the specified role. For example:

# roles/myapp/meta/main.yml
---
dependencies:
  - role: common
    vars:
      some_parameter: 3
  - role: apache
    vars:
      apache_port: 80
  - role: postgres
    vars:
      dbname: blarg
      other_parameter: 12

Ansible always executes role dependencies before the role that includes them. Ansible executes recursive role dependencies as well. If one role depends on a second role, and the second role depends on a third role, Ansible executes the third role, then the second role, then the first role.

Running role dependencies multiple times in one playbook

Ansible treats duplicate role dependencies like duplicate roles listed under roles:: Ansible only executes role dependencies once, even if defined multiple times, unless the parameters, tags, or when clause defined on the role are different for each definition. If two roles in a playbook both list a third role as a dependency, Ansible only runs that role dependency once, unless you pass different parameters, tags, when clause, or use allow_duplicates: true in the dependent (third) role.

For example, a role named car depends on a role named wheel as follows:

---
dependencies:
  - role: wheel
    vars:
      n: 1
  - role: wheel
    vars:
      n: 2
  - role: wheel
    vars:
      n: 3
  - role: wheel
    vars:
      n: 4

And the wheel role depends on two roles: tire and brake. The meta/main.yml for wheel would then contain the following:

---
dependencies:
  - role: tire
  - role: brake
And the meta/main.yml for tire and brake would contain the following:

---
allow_duplicates: true
The resulting order of execution would be as follows:

tire(n=1)
brake(n=1)
wheel(n=1)
tire(n=2)
brake(n=2)
wheel(n=2)
...
car

To use allow_duplicates: true with role dependencies, you must specify it for the dependent role, not for the parent role. In the example above, allow_duplicates: true appears in the meta/main.yml of the tire and brake roles. The wheel role does not require allow_duplicates: true, because each instance defined by car uses different parameter values.

Note

See Using Variables for details on how Ansible chooses among variable values defined in different places (variable inheritance and scope).

Embedding modules and plugins in roles

If you write a custom module  or a plugin , you might wish to distribute it as part of a role. For example, if you write a module that helps configure your company’s internal software, and you want other people in your organization to use this module, but you do not want to tell everyone how to configure their Ansible library path, you can include the module in your internal_config role.

To add a module or a plugin to a role: Alongside the ‘tasks’ and ‘handlers’ structure of a role, add a directory named ‘library’ and then include the module directly inside the ‘library’ directory.

Assuming you had this:

roles/
    my_custom_modules/
        library/
            module1
            module2

The module will be usable in the role itself, as well as any roles that are called after this role, as follows:

---
- hosts: webservers
  roles:
    - my_custom_modules
    - some_other_role_using_my_custom_modules
    - yet_another_role_using_my_custom_modules

If necessary, you can also embed a module in a role to modify a module in Ansible’s core distribution. For example, you can use the development version of a particular module before it is released in production releases by copying the module and embedding the copy in a role. Use this approach with caution, as API signatures may change in core components, and this workaround is not guaranteed to work.

The same mechanism can be used to embed and distribute plugins in a role, using the same schema. For example, for a filter plugin:

roles/
    my_custom_filter/
        filter_plugins
            filter1
            filter2

These filters can then be used in a Jinja template in any role called after ‘my_custom_filter’.

Sharing roles: Ansible Galaxy

Ansible Galaxy is a free site for finding, downloading, rating, and reviewing all kinds of community-developed Ansible roles and can be a great way to get a jumpstart on your automation projects.

The client ansible-galaxy is included in Ansible. The Galaxy client allows you to download roles from Ansible Galaxy, and also provides an excellent default framework for creating your own roles.

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