Using Bolt with orchestrator

Bolt enables running a series of tasks — called plans — to help you automate the manual work of maintaining your infrastructure. When you pair Bolt with PE, you get advanced automation with the management and logging capabilities of PE

Bolt connects directly to remote nodes with SSH or WinRM, so you are not required to install any agent software. To learn more about Bolt, see the Bolt documentation.

You can configure Bolt to use the orchestrator API and perform actions on PE nodes. When you run Bolt plans, the plan logic is processed locally on the node running Bolt while corresponding commands, scripts, tasks, and file uploads run remotely using the orchestrator API.

Before you can use Bolt with PE, you must install Bolt.

To set up Bolt to use the orchestrator API, you must:

  • Install the bolt_shim module in a PE environment.

  • Assign task permissions to a user role.

  • Adjust the orchestrator configuration files, as needed.

  • Configure Bolt to connect to PuppetDB.

Install the Bolt module in a PE environment

Bolt uses a task to execute commands, upload files, and run scripts over orchestrator. To install this task, install the puppetlabs-bolt_shim module from the Forge. Install the code in the same environment as the other tasks you want to run. Use the following Puppetfile line:

mod 'puppetlabs-bolt_shim', '0.3.0'

In addition to the bolt_shim module, any task or module content you want to execute over Puppet Communications Protocol (PCP) must be present in the PE environment. For details about downloading and installing modules for Bolt, see Set up Bolt to download and install modules. By allowing only content that is present in the PE environment to be executed over PCP, you maintain role-based access control over the nodes you manage in PE.

To enable the Boltapply action, you must install the puppetlabs-apply_helpers module. Use the following Puppetfile line:
mod 'puppetlabs-apply_helpers', '0.1.0'
Note: Bolt over orchestrator can require a large amount of memory to convey large messages, such as the plugins and catalogs sent by apply. You might need to increase the Java heap size for orchestration services.

Assign task permissions to a user role

CAUTION: By granting users access to Bolt tasks, you give them permission to run arbitrary commands and upload files as a super-user.
  1. In the console, click Access control > User roles.

  2. From the list of user roles, click the role you want to have task permissions.

  3. On the Permissions tab, in the Type box, select Tasks.

  4. For Permission, select Run tasks, and select All from the Instance drop-down list.

  5. Click Add permission, and commit the change.

Adjust the orchestrator configuration files

Set up the orchestrator API for Bolt in the same configuration file that is used for PE client tools:

  • *nix /etc/puppetlabs/client-tools/orchestrator.conf

  • Windows C:/ProgramData/PuppetLabs/client-tools/orchestrator.conf

Note: If you use a global configuration file stored at /etc/puppetlabs/client-tools/orchestrator.conf (or C:\ProgramData\PuppetLabs\client-tools\orchestrator.conf for Windows), copy the file to your home directory.

Alternatively, you can configure Bolt to connect to orchestrator in the pcp section of the Bolt configuration file. This configuration is not shared with puppet task. By default, Bolt uses the production environment in PE when running tasks. To use a different environment, change the task-environment setting:

  task-environment: development

Configure Bolt to connect to PuppetDB

Bolt can authenticate with PuppetDB through an SSL client certificate or a PE RBAC token. For more information see the Bolt docs for Connecting Bolt to PuppetDB.

Specify the transport

Bolt runs tasks through the orchestrator when a target uses the pcp transport. Specify the transport for specific nodes by using the PCP protocol in the target's URI, like pcp://puppet.certname, or setting transport in a config section in inventory.yaml. Change the default transport for all nodes by setting transport in bolt.yaml or passing --transport pcp on the command line.

View available tasks

To view a list of available tasks from the orchestrator API, run the command puppet task show (instead of the command bolt task show).