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chef-splunk (88) Versions 1.4.0

Manage Splunk Enterprise or Splunk Universal Forwarder

Policyfile
Berkshelf
Knife
cookbook 'chef-splunk', '= 1.4.0', :supermarket
cookbook 'chef-splunk', '= 1.4.0'
knife supermarket install chef-splunk
knife supermarket download chef-splunk
README
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splunk Cookbook

This cookbook manages a Splunk Universal Forwarder (client) or a
Splunk Enterprise (server) installation, including a Splunk clustered
environment.

The Splunk default user is admin and the password is changeme. See the
setup_auth recipe below for more information about how to manage
changing the password with Chef and Chef Vault.

This recipe downloads packages from Splunk directly. There are
attributes to set a URL to retrieve the packages, so if the packages
are mirrored locally, supply the local URL instead. At this time the
cookbook doesn't support installing from networked package managers
(like apt or yum), since Splunk doesn't provide package repositories.

Requirements

Chef 11.10.0+ for declare_resource.

Platforms

This cookbook uses Test Kitchen to do cross-platform convergence and
post-convergence tests. The tested platforms are considered supported.
This cookbook may work on other platforms or platform versions with or
without modification.

  • Debian 7
  • Ubuntu 10.04, 12.04
  • CentOS 6
  • OmniOS r151008

Cookbooks

Used for managing secrets, see Usage:

  • chef-vault

Attributes

Attributes have default values set in attributes/default.rb. Where
possible or appropriate, the default values from Splunk Enterprise are
used.

General attributes:

  • node['splunk']['accept_license']: Whether to accept the Splunk EULA. Default is false. This must be set to true for Splunk to be functional with this cookbook, which means end users must read the EULA and agree to the terms.
  • node['splunk']['is_server']: Set this to true if the node is a splunk server, for example in a role. Default is false.
  • node['splunk']['disabled']: Disable the splunk agent by setting this to true. Default is false.
  • node['splunk']['receiver_port']: The port that the receiver (server) listens to. This is set to the Splunk Enterprise default, 9997.
  • node['splunk']['web_port']: The port that the splunkweb service listens to. This is set to the default for HTTPS, 443, as it is configured by the setup_ssl recipe.
  • node['splunk']['ratelimit_kilobytessec']: The default splunk rate limiting rate can now easily be changed with an attribute. Default is 2048KBytes/sec.

The two URL attributes below are selected by platform and architecture
by default.

  • node['splunk']['forwarder']['url']: The URL to the Splunk Universal Forwarder package file.
  • node['splunk']['server']['url']: The URL to the Splunk Enterprise package file.

Special attributes for managing the Splunk user:

  • node['splunk']['user']: A hash of attributes to set for the splunk
    user resource in the user recipe. It's unlikely that someone would
    need to change these, other than the UID, but just in case...

  • username: the username

  • comment: gecos field

  • home: the home directory, defaults to /opt/splunkforwarder, will
    be set to /opt/splunk if node['splunk']['is_server'] is true.

  • shell: the shell to use

  • uid: the numeric UID. The default, 396 is an integer arbitrarily
    chosen and doesn't conflict with anything on the supported platforms
    (see list above). It is within the system UID range on Linux
    systems.

  • node['splunk']['server']['runasroot']: if runasroot is true (which is the splunk upstream package default) then the splunk server runs as root. If runasroot is false modify the init script to run as the node['splunk']['user']. This does not apply to the splunk client as they may need root permissions to read logfiles. NOTE1: you may also need to change node['splunk']['web_port'] on a splunk server to run on a port >1024 if you don't run as root (splunk user cannot bind to privelaged ports). NOTE2: If you want to switch from root to the splunk user or vice versa on an existing install, please stop the splunk service first before changing the runasroot boolean value.

The following attributes are related to setting up splunkweb with
SSL in the setup_ssl recipe.

  • node['splunk']['ssl_options']: A hash of SSL options used in the setup_ssl recipe
  • node['splunk']['ssl_options']['enable_ssl']: Whether to enable SSL, must be set to true to use the setup_ssl recipe. Defaults to false, must be set using a boolean literal true or false.
  • node['splunk']['ssl_options']['data_bag']: The data bag name to load, defaults to vault (as chef-vault is used).
  • node['splunk']['ssl_options']['data_bag_item']: The data bag item name that contains the keyfile and crtfile, defaults to splunk_ceritficates.
  • node['splunk']['ssl_options']['keyfile']: The name of the SSL key file, and the content will be written to etc/auth/splunkweb/KEYFILE. Must be an element under data in the data bag item. See Usage for instructions. Defaults to 'self-signed.example.com.key', and should be changed to something relevant for the local site before use, in a role or wrapper cookbook.
  • node['splunk']['ssl_options']['crtfile']: The name of the SSL cert (crt) file, and the content will be written to /etc/auth/splunkweb/CRTFILE. Must be an element under data in the data bag item. See Usage for instructions. Defaults to 'self-signed.example.com.crt', and should be changed to something relevant for the local site before use, in a role or wrapper cookbook.

The following attributes are related to setting up a Splunk server with indexer
clustering in the setup_clustering recipe:

  • node['splunk']['clustering']: A hash of indexer clustering configurations used in the setup_clustering recipe
  • node['splunk']['clustering']['enable']: Whether to enable indexer clustering, must be set to true to use the setup_clustering recipe. Defaults to false, must be a boolean literal true or false.
  • node['splunk']['clustering']['mode']: The clustering mode of the node within the indexer cluster. Must be set using string literal 'master', 'slave', or 'searchhead'.
  • node['splunk']['clustering']['replication_factor']: The replication factor of the indexer cluster. Defaults to 3, must be a positive integer. Only valid when node['splunk']['clustering']['mode']='master'.
  • node['splunk']['clustering']['search_factor']: The search factor of the indexer cluster. Only valid when node['splunk']['clustering']['mode']='master'. Defaults to 2, must be a positive integer.
  • node['splunk']['clustering']['replication_port']: The replication port of the cluster peer member. Only valid when node['splunk']['clustering']['mode']='slave'. Defaults to 9887.

The following attributes are related to setting up a splunk forwarder
with the client recipe

node['splunk']['outputs_conf'] is a hash of configuration values that are used to dynamically populate the outputs.conf file's "tcpout:splunk_indexers_PORT" configuration section. Each key/value pair in the hash is used as configuration in the file. For example the attributes/default.rb has this:

default['splunk']['outputs_conf'] = {
  'forwardedindex.0.whitelist' => '.*',
  'forwardedindex.1.blacklist' => '_.*',
  'forwardedindex.2.whitelist' => '_audit',
  'forwardedindex.filter.disable' => 'false'
}

This will result in the following being rendered in outputs.conf:

[tcpout:splunk_indexers_9997]
server=10.0.2.47:9997
forwardedindex.0.whitelist = .*
forwardedindex.1.blacklist = _.*
forwardedindex.2.whitelist = _audit
forwardedindex.filter.disable = false

The tcpout:splunk_indexers_9997 section is defined by the search results for Splunk Servers, and the server directive is a comma-separated listed of server IPs and the ports. For example, to add an sslCertPath directive, define the attribute in your role, wrapper cookbook, etc:

node.default['splunk']['outputs_conf']['sslCertPath'] = '$SPLUNK_HOME/etc/certs/cert.pem'

node['splunk']['inputs_conf'] is a hash of configuration values that are used to populate the inputs.conf file.

  • node['splunk']['inputs_conf']['host']: A string that specifies the default host name used in the inputs.conf file. The inputs.conf file is not overwritten if this is not set or is an empty string.
  • node['splunk']['inputs_conf']['ports']: An array of hashes that contain the input port configuration necessary to generate the inputs.conf file.

For example:

node.default['splunk']['inputs_conf']['ports'] = [
{
port_num => 123123,
config => {
'sourcetype' => 'syslog'
}
}
]

The following attributes are related to upgrades in the upgrade
recipe. Note The version is set to 4.3.7 and should be modified to
suit in a role or wrapper, since we don't know what upgrade versions
may be relevant. Enabling the upgrade and blindly using the default
URLs may have undesirable consequences, hence this is not enabled, and
must be set explicitly elsewhere on the node(s).

  • node['splunk']['upgrade_enabled']: Controls whether the upgrade is enabled and the attributes/upgrade.rb file should be loaded. Set this in a role or wrapper cookbook to perform an upgrade.
  • node['splunk']['upgrade']: Sets server_url and forwarder_url attributes based on platform and architecture. These are only loaded if upgrade_enabled is set.

Definitions

splunk_installer

The Splunk Enterprise and Splunk Universal Forwarder package
installation is the same save the name of the package and the URL to
download. This definition abstracts the package installation to a
common baseline. Any new platform installation support should be added
by modifying the definition as appropriate. One goal of this
definition is to have a single occurance of a package resource,
using the appropriate "local package file" provider per platform. For
example, on RHEL, we use rpm and on Debian we use dpkg.

Package files will be downloaded to Chef's file cache path (e.g.,
file_cache_path in /etc/chef/client.rb, /var/chef/cache by
default).

The definition has two parameters.

  • name: The name of the package (e.g., splunk).
  • url: The URL to the package file.

Examples

For example, if the nodes in the environment are all Debian-family,
and the desired splunkforwarder package is provided locally as
splunkforwarder.deb on an internal HTTP server:

splunk_installer 'splunkforwarder' do
  url 'https://www-int.example.com/splunk/splunkforwarder.deb'
end

The install_forwarder and install_server recipes use the
definition with the appropriate url attribute.

Recipes

This cookbook has several composable recipes that can be used in a
role, or a local "wrapper" cookbook. The default, client, and
server recipes are intended to be used wholesale with all the
assumptions they contain.

The general default assumption is that a node including the default
recipe will be a Splunk Universal Forwarder (client).

client

This recipe encapsulates a completely configured "client" - a Splunk
Universal Forwarder configured to talk to a node that is the splunk
server (with node['splunk']['is_server'] true). The recipes can be
used on their own composed in a wrapper cookbook or role. This recipe
will include the user, install_forwarder, service, and
setup_auth recipes.

It will also search a Chef Server for a Splunk Enterprise (server)
node with splunk_is_server:true in the same chef_environment and
write out etc/system/local/outputs.conf with the server's IP and the
receiver_port attribute in the Splunk install directory
(/opt/splunkforwarder).

Setting node['splunk']['tcpout_server_config_map'] with key value pairs
updates the outputs.conf server configuration with those key value pairs.
These key value pairs can be used to setup SSL encryption on messages
forwarded through this client:

# Note that the ssl CA and certs must exist on the server.
node['splunk']['tcpout_server_config_map'] = {
  'sslCommonNameToCheck' => 'sslCommonName',
  'sslCertPath' => '$SPLUNK_HOME/etc/certs/cert.pem',
  'sslPassword' => 'password'
  'sslRootCAPath' => '$SPLUNK_HOME/etc/certs/cacert.pem'
  'sslVerifyServerCert' => false
}

The inputs.conf file can also be managed through this recipe if you want to
setup a splunk forwarder just set the default host:

node['splunk']['inputs_conf']['host'] = 'myhost'

Then set up the port configuration for each input port:

node['splunk']['inputs_conf']['ports'] =
[
  {
    port_num => 123123,
    config => {
      'sourcetype' => 'syslog',
      ...
    }
  },
  ...
]

default

The default recipe will include the disabled recipe if
node['splunk']['disabled'] is true.

It will include the client or server recipe depending on whether
the is_server attribute is set.

The attribute use allows users to control the included recipes by
easily manipulating the attributes of a node, or a node's roles, or
through a wrapper cookbook.

disabled

In some cases it may be required to disable Splunk on a particular
node. For example, it may be sending too much data to Splunk and
exceed the local license capacity. To use the disabled recipe, set
the node['splunk']['disabled'] attribute to true, and include the
recipe on the required node, or just use the default recipe.

install_forwarder

This recipe uses the splunk_installer definition to install the
splunkforwarder package from the specified URL (via the
node['splunk']['forwarder']['url'] attribute).

install_server

This recipe uses the splunk_installer definition to install the
splunk (Enterprise server) package from the specified URL (via the
node['splunk']['server']['url'] attribute).

server

This recipe encapsulates a completely configured "server" - Splunk
Enterprise configured to receive data from Splunk Universal Forwarder
clients. The recipe sets the attribute node['splunk']['is_server']
to true, and is included from the default recipe if the attribute is
true as well. The recipes can be used on their own composed in a
wrapper cookbook or role, too. This recipe will include the user,
install_server, service, and setup_auth recipes. It will also
conditionally include the setup_ssl and setup_clustering recipes
if enabled via the corresponding node attributes, as defined
in Attributes above.

It will also enable Splunk Enterprise as an indexer, listening on the
node['splunk']['receiver_port'].

service

This recipe sets up the splunk service, and applies to both client
and server use, since splunk is the same service for both
deployments of Splunk.

The attribute node['splunk']['accept_license'] must be true in order
to set up the boot script. If it's true, then the boot script gets put
into place (/etc/init.d/splunk on Linux/Unix systems), with the
license accepted. The service is managed using the Chef init service
provider, which operates by using the /etc/init.d/splunk script for
start, stop, restart, etc commands.

setup_auth

This recipe loads an encrypted data bag with the Splunk user
credentials as an -auth string, 'user:password', using the
chef-vault cookbook helper method,
chef_vault_item. See Usage for how to set this up. The recipe
will edit the specified user (assuming admin), and then write a
state file to etc/.setup_admin_password to indicate in future Chef
runs that it has set the password. If the password should be changed,
then that file should be removed.

setup_clustering

This recipe sets up Splunk indexer clustering based on the node's
clustering mode or node['splunk']['clustering']['mode']. The attribute
node['splunk']['clustering']['enable'] must be set to true in order to
run this recipe. Similar to setup_auth, this recipes loads
the same encrypted data bag with the Splunk secret key (to be shared among
cluster members), using the chef-vault cookbook
helper method, chef_vault_item. See Usage for how to set this up. The
recipe will edit the cluster configuration, and then write a state file to
etc/.setup_cluster_{master|slave|searchhead} to indicate in future Chef
runs that it has set the node's indexer clustering configuration. If cluster
configuration should be changed, then that file should be removed.

It will also search a Chef Server for a Splunk Enterprise (server)
node of type cluster master, that is with splunk_clustering_enable:true and
splunk_clustering_mode:master in the same chef_environment and
use that server's IP when configuring a cluster search head or a cluster
peer node to communicate with the cluster master (Refer to master_uri attribute
of clustering stanza in etc/system/local/server.conf).

Indexer clustering is used to achieve some data availability & recovery. To learn
more about Splunk indexer clustering, refer to Splunk Docs.

upgrade

Important Read the upgrade documentation and release notes for any
particular Splunk version upgrades before performing an upgrade.
Also back up the Splunk directory, configuration, etc.

This recipe can be used to upgrade a splunk installation, for example
from an existing 4.2.1 to 4.3.7. The default recipe can be used for
6.0.1 after upgrading earlier versions is completed. Note that the
attributes file is only loaded w/ the URLs to the splunk packages to
upgrade if the node['splunk']['upgrade_enabled'] attribute is set to
true. We recommend setting the actual URL attributes needed in a
wrapper cookbook or role.

user

This recipe manages the splunk user and group. On Linux systems, the
user and group will be created with the system attribute; other
platforms may not be aware of system users/groups (e.g.,
illumos/solaris). Both resources will be created with the UID or GID
of the node['splunk']['user']['uid'] attribute. The default value is
396, arbitrarily chosen to fall under the system UID/GID set by
/etc/login.defs on both RHEL and Debian family Linux systems. If
this is a conflicting UID/GID, then modify the attribute as required.

Usage

Data Bag Items

Splunk Secrets & Admin User Authentication

Splunk secret key and admin user authentication information should be stored in a
data bag item that is encrypted using Chef Vault. Create a data bag
named vault, with an item splunk_CHEF-ENVIRONMENT, where
CHEF-ENVIRONMENT is the node.chef_environment that the Splunk
Enterprise server will be assigned. If environments are not used, use
_default. For example in a Chef Repository (not in a cookbook):

% cat data_bags/vault/splunk__default.json
{
  "id": "splunk__default",
  "auth": "admin:notarealpassword",
  "secret": "notarealsecret"
}

Or with an environment, 'production':

% cat data_bags/vault/splunk_production.json
{
  "id": "splunk_production",
  "auth": "admin:notarealpassword",
  "secret": "notarealsecret"
}

Then, upload the data bag item to the Chef Server using the
chef-vault knife encrypt plugin (first example, _default
environment):

knife encrypt create vault splunk__default \
    --json data_bags/vault/splunk__default.json \
    --search 'splunk:*' --admins 'yourusername' \
    --mode client

More information about Chef Vault is available on the
GitHub Project Page.

Web UI SSL

A Splunk server should have the Web UI available via HTTPS. This can
be set up using self-signed SSL certificates, or "real" SSL
certificates. This loaded via a data bag item with chef-vault. Using
the defaults from the attributes:

% cat data_bags/vault/splunk_certificates.json
{
  "id": "splunk_certificates",
  "data": {
    "self-signed.example.com.crt": "-----BEGIN CERTIFICATE-----\n...SNIP",
    "self-signed.example.com.key": "-----BEGIN RSA PRIVATE KEY-----\n...SNIP"
  }
}

Like the authentication credentials above, run the knife encrypt
command. Note the search here is for the splunk server only:

knife encrypt create vault splunk_certificates \
    --json data_bags/vault/splunk_certificates.json \
    --search 'splunk_is_server:true' --admins 'yourusername' \
    --mode client

License and Authors

Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at

http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.

Dependent cookbooks

chef-vault >= 1.0.4

Contingent cookbooks

There are no cookbooks that are contingent upon this one.

splunk CHANGELOG

v1.4.0 (2015-09-13)

Also known as the "it's about time!" release

  • support for splunk universal client running as a server
  • update splunk install version to 6.2.1
  • added attribute for rate limiting maxKBps throughput
  • Add recipe to setup indexer cluster
  • use declare_resource method to setup the right local-file package resource for splunk_installer definition
  • lots of fixes for specs and tests

v1.3.0 (2014-10-24)

  • Implement dynamic inputs.conf and outputs.conf configuration based on attributes in client recipe.

v1.2.2 (2014-08-25)

  • Implement capability to run Splunk as a non-root user
  • Allow web port to be specified

v1.2.0 (2014-05-06)

  • [COOK-4621] - upgrade to Splunk 6.0.3 (for heartbleed)
  • add ubuntu 14.04 to test-kitchen

v1.1.0 (2014-03-19)

  • [COOK-4450] - upgrade to Splunk 6.0.2
  • [COOK-4451] - unbreak test harness

v1.0.4

  • template sources should have .erb explicitly
  • don't show the password in the execute resource name

v1.0.2

  • Splunk init script supports status, use it in stop action for upgrade.

v1.0.0

  • Initial release

Foodcritic Metric
            

1.4.0 failed this metric

FC015: Consider converting definition to a LWRP: /tmp/cook/1d9f1408d605125c13cf248a/chef-splunk/definitions/splunk_installer.rb:1
FC031: Cookbook without metadata file: /tmp/cook/1d9f1408d605125c13cf248a/chef-splunk/metadata.rb:1
FC045: Consider setting cookbook name in metadata: /tmp/cook/1d9f1408d605125c13cf248a/chef-splunk/metadata.rb:1