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Ansible UAMS Client Role

The Ansible UAMS Client Role installs and configures the UAMS Client.

Setup

Requirements

  • When using with Windows hosts, the ansible.windows collection is required. Please install it on the controller host with the following command:
ansible-galaxy collection install ansible.windows

Installation

Install the UAMS Client role from Ansible Galaxy

ansible-galaxy install solarwinds.uamsclient

To deploy the UAMS Client on hosts, add access token, role, and swo url to your playbook under the environment key. Values can be hardcoded, but at least for access token, it's recommended to use a variable and not expose the token in plain text.

You have the option to set an HTTPS proxy through the use of the UAMS_HTTPS_PROXY environment variable. Simply define this variable to point to your desired HTTPS proxy. Remember that the UAMS_HTTPS_PROXY environment variable sets the HTTPS proxy only for the connections established by the UAMS Client and its plugins. To use an HTTPS proxy during installation, set up the HTTPS proxy on your machine so that Ansible will be able to use it.

  environment:
    UAMS_ACCESS_TOKEN: "YOUR_SWO_ACCESS_TOKEN"
    UAMS_METADATA: "ROLE"
    SWO_URL: "https://swo-url"
    UAMS_HTTPS_PROXY: "https://your-proxy" # optional
    UAMS_OVERRIDE_HOSTNAME: "custom_hostname" # optional
    UAMS_MANAGED_LOCALLY: "true" # optional

Please find an example playbook that we use in CI testing.

Override hostname

An optional environment variable UAMS_OVERRIDE_HOSTNAME is used to set a custom Agent name. By default, the Agent name is set to the hostname. You can assign a value to this variable using variables from the inventory file. See the example below.

# Inventory file

[test_servers]
192.168.0.123 ansible_user=user override_hostname=web_server1
192.168.0.124 ansible_user=user override_hostname=web_server2
# Playbook file

  environment:
    UAMS_OVERRIDE_HOSTNAME: "DEV_{{ override_hostname }}"

Locally managed Agents

An optional environment variable UAMS_MANAGED_LOCALLY is used to set the UAMS Agent as locally managed by a configuration file. It is designed to allow the configuration of the UAMS Agent locally, without the necessity of adding integrations manually from the SWO page.

If the UAMS Agent gets installed as a locally managed agent, then it will wait for the local configuration file to be accessible. The default local configuration locations are:

  • Linux - /opt/solarwinds/uamsclient/var/local_config.yaml
  • Windows - C:\ProgramData\SolarWinds\UAMSClient\local_config.yaml

An additional optional configuration file credentials_config.yaml can be used to define credentials providers. This file can be used in conjunction with local_config.yaml to retrieve a credential from a defined credential provider.

Ansible will automatically copy both files (credentials_config.yaml and local_config.yaml) to the needed location.

You can find default templates for these files in the locations:

  • local_config.yaml: templates/template_local_config.yaml.j2,
  • credentials_config.yaml: templates/credentials_config.yaml.j2.

You can specify the path to your own templates by setting the local_config_template and/or credentials_config_template variables in the playbook.

# Playbook file to install Agent configured by local configuration file
---
- name: Install UAMS client
  # Existing hosts group from inventory
  hosts: uams-hosts

  environment:
    UAMS_ACCESS_TOKEN: "{{ uams_access_token }}"
    UAMS_METADATA: "{{ uams_metadata }}"
    SWO_URL: "{{ swo_url }}"
    UAMS_MANAGED_LOCALLY: "true"

  roles:
    - role: solarwinds.uamsclient
  vars:
    local_config_template: local_config.j2
    credentials_config_template: credentials_template.j2

In this case, the template.j2 file from the current directory will be used as the local config template, and the credentials_template.j2 file will be used as the credentials config.

You can use Jinja2 syntax to fill the template with appropriate variables. To learn more about building the appropriate local config, check out the official documentation.

Uninstallation

Install the UAMS Client role from Ansible Galaxy

ansible-galaxy install solarwinds.uamsclient

To uninstall the UAMS Client on hosts, add the uninstall tag when running a playbook.
Example:

ansible-playbook -i inventory playbook.yml --tags uninstall

Please find an example playbook that we use in CI testing.

Adding DBO Plugin to UAMS Client

Overview

This Ansible role installs and configures the DBO plugin for the UAMS Client. To install the DBO plugin, you need to run the following command:

ansible-playbook -i inventory playbook.yml --tags dbo

This will execute the tasks associated with the dbo tag, installing and configuring the DBO plugin as specified in your inventory or variables files. Ensure your inventory and/or secrets are properly configured before running the playbook. This option uses API calls to SWO to do the job. This option is available for remote managed agents (not locally mangaged).

Configuration

To use the DBO plugin, you must define the necessary variables in your Ansible inventory or secrets file. Below is the format for these variables: Additionally, you must provide a token with full access to have access to the API to install DBO plugins.

uams_full_access_token: "<full_access_token>"
dbo_plugin:
  - databaseType: "mongo"
    name: "mongodb profiler on dev-amd64-mu listening on 10.0.2.2:27018"
    host: "10.0.2.2"
    port: "27018"
    user: "myUser"
    password: "<password>"
    packetCaptureEnabled: false
    metricsCaptureMethod: "profiler"

Ways to Provide Variables

  1. Inventory File: you can define the dbo_plugin and uams_full_access_token variables directly in your inventory file.
  2. Group or Host Variables
  3. Ansible Vault

For sensitive information such as passwords, it is recommended to use Ansible Vault to encrypt your variables. You can create an encrypted file for your secrets:

Encrypt this file using the following command:

ansible-vault encrypt path/to/secrets.yml

Then reference it in your playbook or inventory file:

vars_files:
  - path/to/secrets.yml

Role variables

Variable Description
uams_local_pkg_path Override the location where the installation package is stored (default: /tmp/uams)
uams_local_pkg_path_windows Override the location where the installation package is stored on Windows (default: value of TEMP env variable)
uams_remove_installer If the installation package should be removed (default: true)

AWX

The UAMS Client role can also be used in the AWX setup. The following should be taken into consideration:

  1. AWX must be configured to download roles from Ansible Galaxy. At the current time (with AWX 0.30.0), it must be enabled in Settings > Jobs (Enable Role Download), and also Ansible Galaxy credentials must be configured at the organization level. The roles/requirements.yml must be present in the project repository and contain the required role (example below).
  2. Values for variables representing access token, role, and swo url should be provided from the AWX interface.
  3. The playbook must contain a hosts: value matching the hosts group (or individual host) defined in the AWX inventory. The playbook is not available in the AWX for job template creation if the proper value was not provided.
  4. Setting Privilege escalation in the job template might cause failure for tasks delegated to localhost due to the missing sudo command in the execution container.

Examples for AWX setup

Playbook

---
- name: Install UAMS client
  # Existing hosts group from inventory
  hosts: uams-hosts

  environment:
    UAMS_ACCESS_TOKEN: "{{ uams_access_token }}"
    UAMS_METADATA: "{{ uams_metadata }}"
    SWO_URL: "{{ swo_url }}"

  roles:
    - role: solarwinds.uamsclient

roles/requirements.yml

If version is omitted, the latest version shall be installed.

roles:
  - src: solarwinds.uamsclient
    version: 1.8.0

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