Enroll nodes with a Chef Infra cookbook

With cookbook-based node enrollment, you upload cookbooks with enrollment settings to Chef Infra Server and Chef Infra Client enrolls the node with Chef 360 Platform.

Cookbook-based enrollment can fully or partially enroll nodes.

Requirements

Nodes enrolled with Chef 360 Platform using a Chef Infra cookbook have the following requirements:

• Nodes must have Chef Infra Client installed.
• Nodes have a public DNS or public IP address.
• Nodes can’t have localhost (127.0.0.1) as an IP address.
• Nodes can’t have a CIDR address in the same range as the Chef 360 Platform services. The default CIDR range for Chef 360 Platform services is 10.244.0.0/16 or 10.96.0.0/12.
• You must have sudo privileges on the node.

Enroll nodes

The chef360-node-enroll cookbook uses the node_management_enroll custom resource and a wrapper cookbook to define enrollment settings.

To configure the cookbooks and define enrollment settings, follow these steps:

1. Download the chef360-node-enroll cookbook.

2. Upload the chef360-node-enroll cookbook, which includes the node_management_enroll resource, to your Chef Infra Server:

   knife cookbook upload chef360-node-enroll --cookbook-path <COOKBOOK_DIR_PATH>
   

   Replace COOKBOOK_DIR_PATH with the path to your cookbook directory.

3. Create a wrapper cookbook and add chef360-node-enroll cookbook as a dependency:

   chef generate cookbook <COOKBOOK_NAME>
   

   In the metadata.rb file of your wrapper cookbook, add the following dependency to include the chef-cookbook-enroll cookbook:

   depends 'chef360-node-enroll', '~> 1.0.0'
   

4. Define the node_management_enroll resource in your wrapper cookbook’s recipe:

   node_management_enroll 'Enroll Node' do
     chef_platform_url '<CHEF_360_FQDN>'
     enroll_type '<ENROLLMENT_TYPE>'
     api_port '<API_PORT>'
     access_key '<ACCESS_KEY>'
     secret_key '<SECRET_KEY>'
     cohort_id '<COHORT_ID>'
     hab_builder_url '<HABITAT_BUILDER_URL>'
     working_dir_path '<VALID_DIR_PATH>'
     upgrade_skills <UPGRADE_SKILLS>
   end
   

   Replace:

   • <CHEF_360_FQDN> with the fully qualified domain name (FQDN) for your Chef 360 Platform deployment.
   • <ENROLLMENT_TYPE> with either full or partial depending on the form of enrollment.
   • <API_PORT> with the API port configured in Chef 360 Platform. The default value is 31000.
   • <ACCESS_KEY> with an access key for secure communication with Chef 360 Platform. Store securely using an encrypted Chef data bag or a secrets manager.
   • <SECRET_KEY> with a secret key for secure communication with Chef 360 Platform. Store securely using an encrypted Chef data bag or a secrets manager.
   • <COHORT_ID> with a valid cohort UUID. The cohort defines all skills and settings installed on the node.
   • <HABITAT_BUILDER_URL> with the URL of the Chef Habitat Builder used by your organization. Default value: https://bldr.habitat.sh
   • <VALID_DIR_PATH> with a temporary working directory where all required builds are downloaded. Specify a valid path based on the OS. Default value: /tmp.
   • <UPGRADE_SKILLS> with true or false. If true, Chef 360 Platform checks for the latest skill versions and installs them if found. Default value: false.

5. Push the wrapper cookbook or policy to the Chef Infra Server.

   1. If you’re using a role, upload the wrapper cookbook to the Chef Infra Server:

      knife cookbook upload <WRAPPER_COOKBOOK_NAME> --cookbook-path <WRAPPER_COOKBOOK_DIR_PATH>
      

   2. If you’re using a policy, create Policyfile.lock.json file and push the policy to the Chef Infra Server:

      chef install
      chef push <POLICY_GROUP> <POLICYFILE>
      

6. Include the wrapper cookbook in your node’s run-list by adding it to a role or policy. See the run-list and role documentation for more information.

   The next time Chef Infra Client runs, it executes the node_management_enroll resource and the node is enrolled with Chef 360 Platform.