IOP’s Ansible Playbooks

This evolving set of Ansible playbooks automates Mac user creation and designer workstation maintenance at Ideas On Purpose. While these are ultimately very specific to our needs, there's likely something here which will be helpful in other situations.

A few of the things these playbooks accomplish:

• Configure an admin user account
• Reset admin account picture and desktop pattern
• Set a default Dock from a simple Yaml list
• Set preferences in Finder and Safari to our preferred defaults (see macos dotfiles)
• Reset Safari
• Disable first-login iCloud popups (thanks to Rich Trouton)
• Install Homebrew and several packages from Homebrew
• Tweak Homebrew to run for multiple users
• Install Homebrew Cask and several common applications via Cask
• Pre-install several Sublime Text packages
• Clear out some common Adobe cruft and install leftovers
• Modify default terminal settings
• Generate a pre-formatted email signature
• Generate a welcome document from a custom HTML template.

The playbooks have been updated for macOS Mojave. They are likely to be compatible with ealier macOS releases (this project first ran on Mavericks), though testing is limited to the current release. Playbook execution time is dependent on the target computer state (how much needs doing), target CPU and network bandwidth but usually takes 5-10 minutes.

The Playbooks

There are two main playbooks:

• admin.yml Sets up an admin account on the target computer with some preferred settings and tools. This can also reset an admin account back to a clean state. This playbook deletes everything in ~/Desktop.

• user.yml Sets up the new user account and a bunch of default settings. These are primarily used by designers.

Below are excessively complete instructions for setting up the controlling computer and running the playbooks. Partly in case I forget, partly so I can ask someone else to do this for me.

Initial Setup

Pre-run steps are annoying. I've tried mightily to get around these, but it seems like it's just easier to suck it up and deal with a little bit of manual configuration.

Target computer pre-run setup

1. Setup a plain administrator account, Ansible will configure other accounts through this one. The admin.yml playbook will flesh out this account.
2. Set the computer's name in System Preferences > Sharing. Make a note of the local hostname, a computer named "iMac 3" will probably have the local hostname imac-3.local. Ansible will find the target computer by its local hostname or IP address. Recently hostnames haven't been sticking in the terminal, run this on the target to set the local hostname: sudo scutil –-set HostName new_hostname
3. Turn on Remote Login in System Preferences > Sharing to enable SSH connections.
4. Install Command Line Tools for Xcode by running xcode-select --install in Terminal and following the prompts.

Controller Setup

The controller is the computer the playbooks are run from (eg. your computer). This should be every step necessary to set up a clean macOS system to run the playbooks. This should only need to be done once.

1. Install Command Line Tools for Xcode by running xcode-select --install in Terminal
2. Install Homebrew, then install Ansible and ssh-copy-id
3. brew install ssh-copy-id ansible
4. Clone this repository:
   • git clone https://github.com/ideasonpurpose/ansible-playbooks.git
5. cd ansible-playbooks
6. Install from the requirements.txt file: pip install -r requirements.txt

Running the playbooks

These first steps make sure the controller can talk to the target and execute commands.

First run

1. Rename the hosts_sample document to hosts and enter the addresses of your target machines and the name of the admin user.
2. Copy your SSH public key to the target:
   ssh-copy-id [email protected]
3. Copy the bootstrap.sh script to the target machine. SSH into the target and run the ruby script with sudo to configure the target's sudoers file.

$ ssh-copy-id [email protected]
$ scp bootstrap.rb [email protected]:
$ ssh [email protected]
imac-1.local$ sudo ruby bootstrap.rb
imac-1.local$ logout

Account setup

1. Copy vars/user_sample.yml to vars/user.yml and update the user credentials
2. Configure the admin account:
   ansible-playbook --extra-vars "target=imac-2.local" admin.yml
3. Create and set up the user account:
   ansible-playbook --extra-vars "target=imac-2.local" user.yml

Additional Notes

The hosts file

Hosts is simply an INI file listing known computers. It should look something like this:

# file: hosts
[imacs:vars]
admin_user=macadmin

[imacs]
imac-1.local
imac-2.local

Ansible won't run on computers which don't appear in hosts.

The :vars section is used to define admin_user which should be an account which can run sudo commands.

Targeting a single machine

Because these playbooks are potentially destructive, hosts: is declared with the {{ target }} variable. This way, the playbooks default to doing nothing instead of running on every machine in the office. Explicit wins.

A command targeted to one machine looks like this:

$ ansible-playbook --extra-vars "target=imac-2.local" user.yml

A group of hosts could be just as easily targeted with --extra-vars "target=imacs" to create the user account on each computer.

Specific admin users can also be set here instead of defining them in host:vars:

$ ansible-playbook--extra-vars "target=imac-2.local admin_user=joe" user.yml

Bootstrapping the first run

The bootstrap.rb script sets up ssh keys and adds the admin user to sudoers. This is necessary for playbooks to run without password prompts.

Running Locally

The playbooks can also be run locally by targeting localhost and setting connection to local:

$ ansible-playbook --extra-vars "target=localhost" --connection=local user.yml

User account images

The playbooks will randomly select a user image from any png images found in files/admin_account_images or files/user_account_images. If no images are found, the accounts will be created using the system placeholder image.

The Welcome Template

A simple gulpfile is included for working in the template. To create a custom welcome message, follow these steps:

1. Install dependencies by running npm install .
2. Copy templates/src/welcome_sample.html.j2 to templates/src/welcome.html.j2
3. Run gulp watch
4. Open a web browser to localhost:3000 and start hacking away on the template files.

Gulp will compile changes to templates/src/welcome.html.j2 into /templates/welcome.html.j2. Ansible will use the generated template.

Admin accounts

Don't name your admin account admin. That's one of the first names automated attacks will try to connect to.

Warning

Assuming you've gone so far as to get Ansible running and have downloaded these playbooks, you probably understand how this stuff works and how much damage it could do. But just in case, These playbooks will remove data, destroy accounts and wreak havok if pointed to the wrong account. Please be careful, keep backups and read the code before running it.

About

This project is sponsored by Ideas On Purpose.