NAME
helm - Easy server and cluster automation
SYNOPSIS
helm TASK [OPTIONS]
helm help tasks
helm help [TASK]
# patch the same file on all of the machines in your cluster
helm patch --file my_fix.patch --target /opt/cool_system/do_stuff.pl
# run a command on only the servers which run memcache
helm run --command "pidof memcached" --roles memcache
# copy a file to every server in your cluster
helm put --local foo.tar.gz --remote /tmp/bar.tar.gz
# rsync a local folder to specific servers
helm rsync_put --local lib/important --remote /tmp/important_libs --servers web1,web2,web4
DESCRIPTION
"helm" is command-line utility to make it easy to automate system tasks
for individual machines, a cluster of machines or a subset of machines
in a cluster. It has the following features:
* Combine multiple commands into a single tasks and to have groups of
related tasks gathered together.
* Uses SSH as the transport layer for tasks and uses SSH keys for
automatic authorization.
* Simple optional configuration file describing your cluster, allowing
tasks to target a single machine, multiple machines which share the
same role, or all machines in your cluster. Can also be extended to
pull configuration from more complicated sources like LDAP, etc.
* Logging of each action performed to multiple channels: console, log
file, irc, email, etc.
* Interact with the remote processes via "STDIN", "STDOUT" and
"STDERR".
* Convenient .helmrc file to reduce the number of options you need to
pass on every invocation of "helm".
* Locking on the client and/or server so that multiple invocations of
"helm" aren't running at the same time.
OPTIONS
"helm" has several options that can be specified for all commands. Any
remaining arguments are passed to the task that was invoked. These
global options are:
--servers
Specifically list out the hostnames of the servers to send the task
to. These can either be full hostnames (or an unambiguous
abbreviation of your servers as defined in your CONFIGURATION).
Multiple hostnames must me specified in a comma separated list.
If no servers (or roles) are specified, then the task will be
performed on all servers (as defined in your CONFIGURATION).
# using full hostnames
--servers 192.168.0.23,192.168.0.24,web1.company.com
# using abbreviations from config file
--servers web1,db2
# using abbreviations from config file and ranges
--servers web[1-3],db[1-2]
--roles
Instead of specifying the servers explicitly, you can instead
specify which server roles you want to target (as defined in your
CONFIGURATION). Multiple roles must be specified in a comma
separated list.
If no roles (or servers) are specified, then the task will be
performed on all servers (as defined in your CONFIGURATION).
# single role
--roles web
# multiple roles
--roles web,cache
--exclude
Specifically exclude servers from the list to be used. This can be
combined with both "--servers" and "--roles" and even by itself to
exclude certain servers from the list of all servers as defined in
your CONFIGURATION).
# combined with --servers
--servers web[1-10] --exclude web3
# combined with --roles, using ranges
--roles web --exclude web[4-5]
--exclude-roles
Specifically exclude servers with certain roles from the list to be
used. This can be combined with both "--servers" and "--roles" and
even by itself to exclude certain servers from the list of all
servers as defined in your CONFIGURATION).
# combined with --servers: any web[1-10] servers that aren't also caches
--servers web[1-10] --exclude-roles cache
# combined with --roles: any web servers that aren't also proxies
--roles web --exclude-roles proxy
--parallel
Execute tasks in parallel on the remote servers. The default is to
execute in serial instead.
--parallel-max
The maximum number of parallel processes to be running at the same
time if "--parallel" is used. The default is 100.
--config
Which resource to use for pulling cluster configuration information
(see CONFIGURATION).
--config helm:///etc/helm.conf
--log-level
The log level used. Can be one of "debug", "info", "warn", and
"error". Defaults to "info".
--log
Log messages to a specific channel. Multiple channels can be
specified by specifying this option multiple times. The value of
this option is the URI of the channel to be used. See "LOG CHANNELS"
for more details.
# send log messages to a comany tech IRC channel
--log irc://helm@irc.company.com/tech
# log messages to a file and to email address
--log file:///var/log/helm.log --log mailto:helm@company.com?from=helm@company.com
Log messages are also sent to "STDERR" unless the --quiet option is
also passed.
--load
Allows you to load other 3rd party plugin modules to extend "helm"
functionality. This could be to add more log channels, different
configuration loading, etc. The value of this option is the full
Perl module name of the plugin. This can be specified multiple
times.
# load a hypothetical Yammer log plugin
--load Helm::Log::Channel::Yammer
# load hypothetical custom LDAP configuration and
--load Helm::Conf::Loader::CompanyLDAP
See "WRITING HELM PLUGINS" for more information.
--sudo
The user that should be used to perform the commands on the remote
server. The actual SSH connection will be made using the current
user's SSH keys, but then once the connection is made to the remote
server, it's sometimes useful for the commands to be run as a
different user. We also try to make sure that things like file
permissions (on tasks like "put" and "patch") are also handled so
that the resulting files are owned by this sudo user.
--lock
This options allows you to have control over whether concurrent
"helm" processes can be running on either the local or remote
servers. The value can be one of: "none", "local", "remote", "both".
--no-rc-file
Suppress the default loading of the ".helmrc file" file.
--port
The port to use for SSH on all of the remote servers. Defaults to
the standard (22).
--timeout
The timeout in seconds to give the ssh connections. Default is 30
seconds.
--quiet
Suppress the default logging to "STDERR"
--man
Display this documentation
--version
Display the version of Helm installed
--dump-config
Display a dump of the configuration data as understood by Helm
--debug
Tell helm to dump out verbose information about what it is doing
internally to a log file named helm.debug in the current working
directory. This is different than the "--log-level" since that is
mainly for end user logging of individual task actions. This flag is
meant to debug the internals of helm, including the logging
subsystem, which is why it's a separate flag.
TASKS
CONFIGURATION
By default, "helm" doesn't use a configuration file, but certain
features require it (using roles, server abbreviations, etc) so it's
best to have one. You can tell "helm" which configuration resource to
use by using the --config option. Currently, only the "helm://" URI
scheme is supported.
--config helm:///etc/helm.conf
A configuration file will look something like this:
Role web
Role db Role db_master
Role db Role db_slave
This configuration would define 7 servers (web1.company.com,
web2.company.com, web3.company.com, web4.company.com, web5.company.com,
db1.company.com and db2.company.com). It defines 4 different roles (web,
db, db_master, db_slave).
"helm" currently just supports a single configuration resource format
("helm://"), but the internals are flexible enough that more formats
could be supported in the future, including other configuration methods
like LDAP, etc.
If, for instance you wanted to support a URI like:
--config ldap://ldap.company.com
See "WRITING HELM PLUGINS" for more information.
If you are having problems getting your configuration right, you can
pass the --dump-config option to tell "helm" to display what it thinks
things are configured to be.
LOG CHANNELS
"helm" can be told to send various levels of log data to different
channels. By default we support a log file, IRC and email logs. We also
support various log levels (see the --log-level option).
You can specify which channel is used by giving a URI which indicates
what type of channel and where to send the log. The following URI
schemes are supported:
file://
This is basically a log file where messages are immediately
appended.
--log file:///var/log/helm.log
irc://
This is an IRC channel where messages are immediately sent. For
example to send messages to the "sysadmin" IRC channel on
"irc.company.com" using the user "michael" and the password "s3cr3t"
you would have:
--log irc://michael@irc.company.com/sysadmin?pass=s3cr3t
mailto:
Similar to Mail-To links in HTML documents, this just specifies an
email address to log. Log messages aren't sent immediately, but are
instead queued up to be sent once the command has been completed.
--log mailto:michael@company.com?from=helm@company.com
Plugins can be written to load allow other log channels. See "WRITING
HELM PLUGINS" for more information on how this is done.
THE .helmrc FILE
The .helmrc file contains command-line options that are prepended to the
command line before processing. Multiple options may live on multiple
lines. Lines beginning with a # are ignored. A .helmrc might look like
this:
# always log to a file
--log file:///var/log/helm.log
# always load our custom plugins
--load Helm::Conf::Loader::CompanyLDAP
--load Helm::Log::CompanyYammer
--load Company::CustomHelmTasks
"helm" looks in your home directory or the current directory for the
.helmrc. You can specify another location with the "HELMRC" environment
variable.
If --no-rc-file is specified on the command line, the .helmrc file is
ignored.
WRITING HELM PLUGINS
Helm can be extended in many ways to make it more convenient for your
projects. Helm has 3 customization points where plugins can be written
and registered to interact: "task", "log" and "configuration". Using the
"--load" option, you can tell Helm about your custom or 3rd party Perl
modules that you would like to load. Each plugin module must register
itself with Helm along with the type of events it will handle using the
"Helm->register_module" method. For example, if I were creating a new
plugin module for a custom task named "spiffy" I might invoke Helm like:
helm spiffy --load MyCompany::Helm::Task::spiffy
And my Perl module might look something like this:
package MyCompany::Helm::Task::spiffy;
use strict;
use warnings;
use Helm;
use Moose;
extends 'Helm::Task';
Helm->register_module('task', spiffy => 'MyCompany::Helm::Task::spiffy')
sub validate {
my $self = shift;
# custom validation
}
sub execute {
my ($self, %args) = @_;
# do something spiffy
}
1;
Most likely you'd put the "--load" statment in your .helmrc file so you
wouldn't have to worry about it again. Now we'll get into the details of
what is expected of each type of plugin.
Task Plugins
A task plugin should inherit from Helm::Task and implement the following
methods:
validate
This method would perform any custom validation needed before the
task is executed against any servers. Normally this involves
validating the custom options this task might use. This method only
receives a single object, the task itself. As an example, lets say
you want a "--nifty" option to your "spiffy" plugin above:
helm spiffy --nifty foo
Then your validation method might look something like this:
sub validate {
my $self = shift;
my $helm = $self->helm;
my $extra_options = $helm->extra_options;
my $nifty = $extra_options->{nifty};
$helm->die("You need to provide a --nifty option!") unless $nifty;
$helm->die("--nifty option ($nifty) is not a valid value") unless $nifty =~ /^fo+/;
}
execute
This is the meat of your task plugin and is where the work happens.
This method is called once for every server the task is being
executed against. It receives the following named arguments:
ssh A Net::OpenSSH object with an already open SSH connection to the
server in question.
server
A Helm::Server object for the currently executing task.
As long as your method doesn't die (or preferrably calls
"$helm->die()", then we will assume that all was fine and dandy in
the execution of the task.
Log Plugins
Log plugins can offer new channels for logging Helm output based on the
URI given to Helm. For instance, if you wanted to send SMS logging of
critical messages only, you might invoke helm with a logger like:
helm foo --log sms:+15105550101 --load MyCompany::Helm::Log::SMS
And then your SMS module might look something like
package MyCompany::Helm::Log::SMS;
use strict;
use warnings;
use Helm;
use Moose;
extends 'Helm::Log::Channel';
Helm->register_module('log', sms => 'MyCompany::Helm::Log::SMS');
sub initialize {}
sub finalize {}
sub start_server {}
sub end_server {}
sub debug {}
sub info {}
sub warn {}
sub error {
my ($self, $msg) = @_;
# send SMS message
}
1;
In this example, we don't care about anything except errors (since SMS
messages cost money and would get really annoying for anything with
frequency). Log plugins need to inherit from Helm::Log::Channel and
implement the following methods:
intialize
finalize
start_server
end_server
debug
info
warn
error
Configuration Plugins
Configuration plugins can implement new ways to load configuration data
about your servers based on the URI given to helm. For instance, if you
wanted to load the list of your servers and their roles from a company
LDAP server, you might invoke Helm like:
helm foo --config ldap://ldap.company.com --load MyCompany::Helm::Conf::ldap
Helm will look for the last module registered to handle the "ldap"
scheme of that url. That module might look like:
package MyCompany::Helm::Conf::ldap;
use strict;
use warnings;
use Helm;
use Moose;
extends 'Helm::Conf::Loader';
Helm->register_module('configuration', ldap => 'MyCompany::Helm::Conf::ldap')
sub load {
my ($self, %args) = @_;
my $uri = $args{uri};
# poke around in our LDAP server and create a list of Helm::Server objects
my @servers = ...;
# then return a Helm::Conf object
return Helm::Conf->new(servers => \@servers)
}
1;
A configuration loading plugin should inherit from Helm::Conf::Loader
and implement the following methods:
load
This method is the backbone of a configuration plugin. It receives
the following named arguments:
uri A URI object representing the URI passed on the command line to
be loaded by this configuration loader.
helm
The "Helm" object doing the loading.
This method must create a list of Helm::Server objects and use them
to return a Helm::Conf object.
CAVEATS
Multi-Platform
This has been developed and tested on Linux (with bash as the shell
on the remote hosts) only. Dealing with multiple platforms and
writing multi-platform tasks has been punted to the future.
Alpha Software
This software is very ALPHA, which means it's interface is likely to
change in the future. It's used currently and happily in production
but please be aware if you start using it that you'll probably want
to follow future versions carefully to make sure you aren't bitten
by API changes as thing are flushed out.
TODO
In the not too distant future, we'd like to add the following features
to Helm:
* Add a capture option which allows stdout/stderr to be handled
differently
* Add a compare option which allows the output (stdout/stderr) to be
compared between servers in an intelligent manner
* A real exception system to avoid parsing error messages