ansible-hardening/doc/source/getting-started.rst
Major Hayden 4449474a3d
[Docs] Make install/usage docs more clear
This patch clarifies some of the installation and usage docs for
newcomers to the role.

Closes-Bug: 1702571
Change-Id: I1a935b37d9b9248ca53e8f252dd2407c15347935
2017-07-10 09:45:24 -05:00

101 lines
3.1 KiB
ReStructuredText

Getting started
===============
The ansible-hardening role can be used along with the `OpenStack-Ansible`_
project or as a standalone role that can be used along with other Ansible
playbooks. This documentation assumes that the reader has completed the steps
within the
`Ansible installation guide <http://docs.ansible.com/ansible/intro_installation.html>`_.
.. _OpenStack-Ansible: https://git.openstack.org/cgit/openstack/openstack-ansible/
.. contents::
:local:
:backlinks: none
Installing the ansible-hardening role
-------------------------------------
The recommended installation methods for the ansible-hardening role are
``ansible-galaxy`` (recommended) or ``git``.
Using ``ansible-galaxy``
~~~~~~~~~~~~~~~~~~~~~~~~
The easiest installation method is to use the ``ansible-galaxy`` command that
is provided with your Ansible installation:
.. code-block:: console
ansible-galaxy install git+https://github.com/openstack/ansible-hardening
The ``ansible-galaxy`` command will install the role into
``/etc/ansible/roles/ansible-hardening`` and this makes it easy to use with
Ansible playbooks.
Using ``git``
~~~~~~~~~~~~~
Start by cloning the role into a directory of your choice:
.. code-block:: console
mkdir -p ~/.ansible/roles/
git clone https://github.com/openstack/ansible-hardening ~/.ansible/roles/ansible-hardening
Ansible looks for roles in ``~/.ansible/roles`` by default.
If the role is cloned into a different directory, that directory must be
provided with the ``roles_path`` option in ``ansible.cfg``. The following is
an example of a ``ansible.cfg`` file that uses a custom path for roles:
.. code-block:: ini
[DEFAULTS]
roles_path = /etc/ansible/roles:/home/myuser/custom/roles
With this configuration, Ansible looks for roles in ``/etc/ansible/roles`` and
``~/custom/roles``.
Usage
-----
The ansible-hardening role works well with existing playbooks. The following
is an example of a basic playbook that uses the ansible-hardening role:
.. code-block:: yaml
---
- name: Harden all systems
hosts: all
become: yes
vars:
security_enable_firewalld: no
security_rhel7_initialize_aide: no
security_ntp_servers:
- 1.example.com
- 2.example.com
roles:
- ansible-hardening
The variables provided in the ``vars`` section can enable, disable, or alter
configuration for various tasks in the ansible-hardening role. For more details
on the available variables, refer to the :ref:`hardening-domains_label`
section.
.. note::
The role must be run as the root user or as a user with ``sudo`` access.
The example above uses the ``become`` option, which causes Ansible to use
sudo before running tasks. If the role is running as root, this option can
be changed to ``user: root``.
.. warning::
It is strongly recommended to run the role in check mode (often called a
`dry run`) first before making any modifications. This gives the deployer
the opportunity to review all of the proposed changes before applying the
role to the system. Use the ``--check`` parameter with ``ansible-playbook``
to use check mode.