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Managing Waldur with Ansible

NB! Repository with Ansible playbooks for Waldur management is not open-sourced. It is available to Waldur users that have purchased support packages.


Ansible version 2.9 is supported; code in this repository may work with other Ansible versions but it is not guaranteed.

Quick setup

  1. Make sure that you have:
    • Folder containing managed-ansible Ansible installer (this one).
    • Folder containing deployment-specific settings.
  2. Copy to, adjust:
    • INSTALLER_PATH - full path to current folder
    • DEPLOYMENT_CONFIG_PATH - full path to folder with deployment-specific information
    • DEPLOYMENT_IDS - list of deployment IDs you want to manage.
  3. Run ./ This will create required symlinks.
  4. Run ansible-playbook -DC <deployment_id.yml> to check what installer will do.
  5. Run ansible-playbook -D <deployment_id.yml> to apply the installer.

Upgrading installer

  1. Download a new archive into a separate folder and unpack.
  2. Check what has changed:

    rsync --dry-run -avzh unpacked-folder-eg-ansible-3.2.3/ /path/to/installer/

  3. Do the upgrade:

    rsync -avzh unpacked-folder-eg-ansible-3.2.3/ /path/to/installer/

Upgrading Waldur

Upgrading Waldur to a new version is achieved by following the checklist:

  1. Update deployment-specific variables for the new version in groups_vars/<deployment_id>/vars and groups_vars/<deployment_id>/vault (if setting is private).
  2. Update target version in groups_vars/<deployment_id>/vars: set waldur_homeport_version and waldur_mastermind_version to a new version of the Waldur release.
  3. Run ansible-playbook -DC <deployment_id.yml> to check what installer will do during the upgrade.
  4. Run ansible-playbook -D <deployment_id.yml> to perform an upgrade.

Add new deployment


  1. Prepare servers matching requirements.
  2. Make sure you can access them by SSH by running only ssh <host>. Otherwise you should tweak ~/.ssh/config file or describe connectivity in the Ansible inventory.

Ansible (this repository):

  1. Add new deployment-specific host group to hosts file (example: [foo]); add hosts to this group.
  2. Add hosts to Waldur role groups in hosts file.
  3. Add variable files for new deployment: group_vars/foo/vars and group_vars/foo/vault
  4. Add deployment specific information under deployments folder.
  5. Copy existing playbook that is the closest match for a new deployment; modify as needed
  6. Run Ansible playbook to set up deployment: ansible-playbook -D foo.yml

Remove deployment

Ansible (this repository):

  1. Delete deployment-specific playbook, roles, tasks, templates etc.
  2. Delete variable files: rm -rf group_vars/foo
  3. Delete deployment-specific host group and all deployment-specific hosts from hosts file (example: [foo])

Managing Waldur deployed as Helm


  1. Installed and running kubernetes system on a node (e. g. minikube)
  2. Installed kubectl on the node

Place all configuration files for release in next manner:

  • values.yaml -> roles/waldur_helm/files/waldur_helm/waldur/
  • values.yaml -> roles/waldur_helm/files/waldur_helm/waldur/
  • Files related to TLS -> deployments/<deployment_id>/tls/
  • Files related to white-labeling -> deployments/<deployment_id>/whitelabeling/
  • Files related to mastermind templates -> deployments/<deployment_id>/mastermind_templates/
  • Files related to stress testing -> deployments/<deployment_id>/locust_tasks/
  • Files related to SAML2 -> deployments/<deployment_id>/waldur_saml2/

More configuration info: