Umbrella Project: Chef Foundation
Project State: Active
Issues Response Time Maximum: 14 days
Pull Request Response Time Maximum: 14 days
Easily create full-stack installers for your project across a variety of platforms.
Seth Chisamore and Christopher Maier of CHEF gave an introductory talk on Omnibus at ChefConf 2013, entitled Eat the Whole Bowl: Building a Full-Stack Installer with Omnibus:
This project is managed by the CHEF Release Engineering team. For more information on the Release Engineering team's contribution, triage, and release process, please consult the CHEF Release Engineering OSS Management Guide.
Omnibus is designed to run with a minimal set of prerequisites. You will need the following:
- Ruby 2.6+
Omnibus provides both a DSL for defining Omnibus projects for your software, as well as a command-line tool for generating installer artifacts from that definition.
To get started, install Omnibus locally on your workstation.
$ gem install omnibus
You can now create an Omnibus project in your current directory by using the project generator feature.
$ omnibus new $MY_PROJECT_NAME
This will generate a complete project skeleton in the directory omnibus-$MY_PROJECT_NAME
By default this will make a directory called omnibus-$MY_PROJECT_NAME
assuming you're keeping your omnibus config separate from the repo. However, keeping it in your repo is a common practice, so feel to rename this directory to omnibus
and place it in the top level of your projects source repo.
$ cd omnibus-$MY_PROJECT_NAME
$ bundle install --binstubs
More details can be found in the generated project's README file.
Omnibus determines the platform for which to build an installer based on the platform it is currently running on. That is, you can only generate a .deb
file on a Debian-based system. To alleviate this caveat, the generated project includes a Test Kitchen setup suitable for generating a series of Omnibus projects.
Though the template project will build, it will not do anything exciting. For that, you need to use the Omnibus DSL to define the specifics of your application.
If present, Omnibus will use a top-level configuration file named omnibus.rb
at the root of your repository. This file is loaded at runtime and includes a number of configuration tunables. Here is an example:
# Build locally (instead of /var)
# -------------------------------
base_dir './local'
# Disable git caching
# ------------------------------
use_git_caching false
# Enable S3 asset caching
# ------------------------------
use_s3_caching true
s3_bucket ENV['S3_BUCKET']
# There are three ways to authenticate to the S3 bucket
# 1. set `s3_access_key` and `s3_secret_key`
s3_access_key ENV['S3_ACCESS_KEY']
s3_secret_key ENV['S3_SECRET_KEY']
# 2. set `s3_profile` to use an AWS profile in the Shared Credentials files
#s3_profile ENV['S3_PROFILE']
# 3. set `s3_iam_role_arn` to use an AWS IAM role
#s3_iam_role_arn ENV['S3_IAM_ROLE_ARN']
For more information, please see the Config
documentation.
You can tell Omnibus to load a different configuration file by passing the --config
option to any command:
$ bin/omnibus --config /path/to/config.rb
Finally, you can override a specific configuration option at the command line using the --override
flag. This takes ultimate precedence over any configuration file values:
$ bin/omnibus --override use_git_caching:false
A Project DSL file defines your actual application; this is the thing you are creating a full-stack installer for in the first place. It provides a means to define the dependencies of the project (again, as specified in Software DSL definition files), as well as ways to set installer package metadata.
All project definitions must be in the config/projects
directory of your Omnibus repository.
name "chef-full"
maintainer "YOUR NAME"
homepage "http://yoursite.com"
install_dir "/opt/chef"
build_version "0.10.8"
build_iteration 4
dependency "chef"
Some DSL methods available include:
DSL Method | Description |
---|---|
name |
The name of the project |
install_dir |
The desired install location of the package |
build_version |
The package version |
build_iteration |
The package iteration number |
dependency |
An Omnibus software-defined component to include in this package |
package |
Invoke a packager-specific DSL |
compress |
Invoke a compressor-specific DSL |
By default a timestamp is appended to the build_version. You can turn this behavior off by setting append_timestamp
to false
in your omnibus.rb
or using --override append_timestamp:false
at the command line.
For more information, please see the Project
documentation.
Omnibus "software" files define individual software components that go into making your overall package. They are the building blocks of your application. The Software DSL provides a way to define where to retrieve the software sources, how to build them, and what dependencies they have. These dependencies are also defined in their own Software DSL files, thus forming the basis for a dependency-aware build ordering.
All Software definitions should go in the config/software
directory of your Omnibus project repository.
Here is an example:
name "ruby"
default_version "1.9.2-p290"
source url: "http://ftp.ruby-lang.org/pub/ruby/1.9/ruby-#{version}.tar.gz",
md5: "604da71839a6ae02b5b5b5e1b792d5eb"
dependency "zlib"
dependency "ncurses"
dependency "openssl"
relative_path "ruby-#{version}"
build do
command "./configure"
command "make"
command "make install"
end
Some of the DSL methods available include:
DSL Method | Description |
---|---|
name |
The name of the software component (this should come first) |
default_version |
The version of the software component |
source |
Directions to the location of the source |
dependency |
An Omnibus software-defined component that this software depends on |
relative_path |
The relative path of the extracted tarball |
build |
The build instructions |
For more DSL methods, please consult the Software
documentation.
Additionally, there are a number of DSL methods available inside the build
block:
DSL Method | Description |
---|---|
command |
Execute a single shell command |
make |
Run make (with or without args), using gmake when appropriate |
patch |
Apply a patch from disk |
workers |
The maximum number of builders |
windows_safe_path |
Format the path to be safe for shelling out on Windows |
ruby |
Execute the code as the embedded Ruby |
gem |
Execute the code as the embedded Rubygems |
bundle |
Execute the code as the embedded Bundler |
rake |
Execute the code as the embedded Rake gem |
block |
Execute Ruby block at build time |
erb |
Render the given ERB template |
mkdir |
Create the given directory |
touch |
Create the given empty file |
delete |
Remove the given file or directory |
strip |
Strip symbols from binaries on a given file or directory |
copy |
Copy a to b |
move |
Move a to b |
link |
Link a to b |
sync |
Copy all files from a to b, removing any union files |
For more DSL methods, please consult the Builder
documentation.
You can support building multiple versions of the same software in the same software definition file using the version
method and giving a block:
name "ruby"
default_version "1.9.2-p290"
version "1.9.2-p290" do
source url: "http://ftp.ruby-lang.org/pub/ruby/1.9/ruby-#{version}.tar.gz",
md5: "604da71839a6ae02b5b5b5e1b792d5eb"
end
version "2.1.1" do
source url: "http://ftp.ruby-lang.org/pub/ruby/2.1/ruby-#{version}.tar.gz",
md5: "e57fdbb8ed56e70c43f39c79da1654b2"
end
Since the software definitions are simply ruby code, you can conditionally execute anything by wrapping it with pure Ruby that tests for the version number.
The easiest way to share organization-wide software is via bundler and Rubygems. For an example software repository, look at Chef's omnibus-software. For more information, please see the Rubygems documentation.
It is recommended you use bundler to pull down these gems (as bundler also permits pulling software directly from GitHub):
gem 'my-company-omnibus-software'
gem 'omnibus-software', github: 'my-company/omnibus-software'
Then add the name of the software to the list of software_gems
in your Omnibus config:
software_gems %w(my-company-omnibus-software omnibus-software)
You may also specify local paths on disk (but be warned this may make sharing the project among teams difficult):
local_software_dirs %w(/path/to/software /other/path/to/software)
For all of these paths, order matters, so it is possible to depend on local software version while still retaining a remote software repo. Given the above example, Omnibus will search for a software definition named foo
in this order:
$PWD/config/software/foo.rb
/path/to/software/config/software/foo.rb
/other/path/to/software/config/software/foo.rb
/Users/sethvargo/.gems/.../my-company-omnibus-software/config/software/foo.rb
/Users/sethvargo/.gems/.../omnibus-software/config/software/foo.rb
The first instance of foo.rb
that is encountered will be used. Please note that local (vendored) softare definitions take precedence!
Once you've created your package and software definitions you can build with:
./bin/omnibus build $MY_PACKAGE_NAME
However there are several caveats to be aware of:
- You will almost certainly want to uncomment the
base_dir
inomnibus.rb
, or at the very least changecache_dir
andbuild_dir
as otherwise it'll try to use/var/cache/omnibus
and/opt/$MY_PROJECT_NAME
, requiring root. - The default configuration created for you references a lot of things
that are in the default config that come from the
omnibus-software
gem. So you want to use those you'll need to either uncomment it in theGemfile
, or fork it, and then reference your own - If this is a ruby project and you want binstubs in
/opt/$project/bin
, you will either need to use appbundler, or you will need to have a post install step to create those binstubs.- Side note, appbundler requires that you include your Gemfile and gemspec in your gem.
- Also, needs to be in your Gemfile for you to use it, as it also must be in the resulting gem.
- If you specify an override of the version of the
ruby
, you will also need to overriderubygems
andbundler
to match the versions in that version ofruby
or you'll get failures around bundler version mismatches.
The build command above will of course build on your local host thus being
specific to the OS and base system you are on. But the skeleten setup by
omnibus new
already setup kitchen for you so that it's easy to build for
a variety of OSes, See the README.md
in your generated omnibus directory
for details.
Git-based software definitions may specify branches as their default_version. In this case, the exact git revision to use will be determined at build-time unless a project override (see below) or external version manifest is used. To generate a version manifest use the omnibus manifest
command:
omnibus manifest PROJECT -l warn
This will output a JSON-formatted manifest containing the resolved version of every software definition.
Sometimes a platform has libraries that need to be whitelisted so the healthcheck can pass. The whitelist found in the healthcheck code comprises the minimal required for successful builds on supported platforms.
To add your own whitelisted library, simply add a regex to your software definition in your omnibus project as follows:
whitelist_file /libpcrecpp\.so\..+/
It is typically a good idea to add a conditional to whitelist based on the specific platform that requires it.
Warning: You should only add libraries to the whitelist that are guaranteed to be on the system you install to; if a library comes from a non-default package you should instead build it into the package.
STATUS: EXPERIMENTAL
omnibus changelog generate
will generate a changelog for an omnibus project. This command currently assumes:
- A version-manifest.json file is checked into the project root
- The project is a git repository
- Each version is tagged with a SemVer compliant annotated tag
- Any git-based sources are checked out at ../COMPONENT_NAME
- Any commit message line prepended with ChangeLog-Entry: should be added to the changelog
These assumptions will change as we determine what works best for a number of our projects.
The project definitions can override specific software dependencies by passing in override
to use the correct version:
name "chef-full"
# <snip>
# This will override the default version of "chef"
override :chef, version: "2.1.1"
dependency "chef"
The overridden version must be defined in the associated software!
By default, Omnibus will log at the warn
level. You can override this by passing the --log-level
flag to your Omnibus call:
$ bin/omnibus build <project> --log-level info # or "debug"
by default, Omnibus caches compiled software definitions, so n+1 Omnibus project builds are much faster. This functionality can be disabled by adding the following to your omnibus.rb
:
use_git_caching false
For information on contributing to this project see https://github.com/chef/chef/blob/master/CONTRIBUTING.md
Copyright 2012-2016 Chef Software, Inc.
Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.