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Table of Contents
1. Don't skip the installation and basic settings
2. Writing a Cookbook is the core operation
3. Use Role and Environment to classify management nodes
Home Operation and Maintenance Linux Operation and Maintenance How to use Chef for system management

How to use Chef for system management

Jul 05, 2025 am 12:02 AM

How to use Chef for system management

Managing server configuration is actually quite annoying, especially when there are more machines, it becomes unrealistic to manually modify configurations one by one. Chef is a tool that can help you handle these things automatically. With it, you can manage the state of different servers uniformly and make sure they all run the way you want. The key point is: write code to manage configuration, rather than typing commands by hand .


1. Don't skip the installation and basic settings

If you want to use Chef, the first step is to install the environment. You need to deploy Chef Server on a server, then install Chef Client on the managed node and complete the registration. This process is a bit like connecting a management center with its "little brother".

  • The installation steps are roughly as follows:
    • Install Chef Server on the master server
    • Deploy Chef Manage (Graphics interface optional)
    • Use the knife command to generate the client key and register the node
    • Running chef-client on the target node starts synchronization

The errors that are prone to this step are permission configuration and network access issues, such as the firewall not opening the corresponding port, and the SSL certificate verification failure. Remember to run chef-client once every time you get the match, see if there is any error.


2. Writing a Cookbook is the core operation

A Cookbook is the "instruction manual" for you to ask Chef to perform tasks, which can include installing software, modifying configuration files, starting services, etc. You can understand it as a structured set of scripts.

For example, if you want to install Nginx on all web servers and start the service, your cookbook might look like this:

 package 'nginx' do
  action :install
end

service 'nginx' do
  action [:enable, :start]
end

Several key points:

  • Each resource describes the "final state" and is not the order of execution
  • The attributes should be written clearly, such as paths, users, patterns, etc.
  • You can use templates to generate configuration files dynamically, such as setting up virtual hosts based on node IP

If you just copy and paste a cookbook written by someone else, it may not run because the variables or dependencies inside are not handled well. It is recommended to start with simple practice, such as just copying files or installing packages.


3. Use Role and Environment to classify management nodes

You can't write a separate set of configurations for each machine, so Chef provides two concepts of Role and Environment for batch control.

  • Role : Define what a class of machines should do, such as webserver or database
  • Environment : distinguish configuration differences between development, testing, production and other stages

For example, you can assign a nginx cookbook to all "webserver" roles, and enable HTTPS in the production environment, and disable in dev.

In practice, you can use JSON file to define roles and then push them to Chef Server through knife :

 {
  "name": "webserver",
  "run_list": [
    "recipe[nginx]",
    "recipe[myapp::deploy]"
  ]
}

In this way, each node can automatically apply the corresponding configuration as long as it specifies its own role.


Basically, that's not too difficult, but it's a lot of details, especially the permissions, dependencies and the structure design of cookbooks are easy to get stuck. Take your time, first get a simple example, and then gradually increase the complexity.

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