As a developer, I never needed Ansible scripts; that was work for DevOps engineers who did their magic on all our servers. My automation solely depended on Bash scripts or simple one-liners in package.json. But for the last year, I spent more time with Ansible than I want to admit, just to set up fully compliant and secure VPS for my future projects. My script rose to a level where I think I can even try to offer them as part of my consulting service.
If you don't know yet, Ansible is an open-source automation platform that simplifies configuration management, application deployment, and infrastructure orchestration. If you're still managing servers manually or with custom bash scripts, this comprehensive Ansible guide will show you why Ansible should be your next infrastructure automation tool. Whether you're a developer looking to automate server setup, a DevOps engineer seeking better configuration management, or a system administrator wanting to streamline deployments, this article covers everything you need to know about Ansible automation.
The Problem: Manual Infrastructure Management
Pain Points of Manual Management
Common Scenarios:
- SSH into multiple servers to run the same command
- Inconsistent configurations across environments
- No audit trail of changes
- Difficult to reproduce environments
- Time-consuming deployments
- Human error in repetitive tasks
- Fear of touching anything because it's going to explode
Real-World Impact:
# Manual process (error-prone)
ssh server1 "sudo apt update && sudo apt install nginx"
ssh server2 "sudo apt update && sudo apt install nginx"
ssh server3 "sudo apt update && sudo apt install nginx"
# What if server2 fails? No rollback, no tracking
Expert Insights:
- The Phoenix Project 1 - DevOps novel highlighting manual process problems
- Google SRE Book 2 - Site Reliability Engineering principles
- The DevOps Handbook 3 - Best practices
Cost of Manual Management
Hidden Costs:
- Time spent on repetitive tasks
- Downtime from configuration errors
- Inability to scale quickly
- Knowledge silos (only one person knows how to run anything)
- Compliance and audit challenges
Statistics:
- Manual deployments take noticeably longer than automated ones
- Configuration drift causes 40% of production incidents
- Manual processes have higher error rates
References:
- Puppet State of DevOps Report 4
- DORA Metrics 5 - DevOps performance metrics
What is Ansible? Complete Guide to Ansible Automation
Overview: Understanding Ansible
Ansible is an agentless automation tool that uses SSH to manage remote systems. It's written in Python and uses YAML for configuration files (playbooks). Ansible automation enables you to automate server configuration, application deployment, and infrastructure management without installing agents on target machines.
Key Features:
- Agentless: No software to install on managed nodes
- Idempotent: Running the same playbook multiple times produces the same result
- Simple: YAML syntax is human-readable and can be commented to give more context
- Powerful: Can manage servers, network devices, cloud resources, developer machines, install games and even order pizza
Official Resources:
- Ansible Documentation 6
- Ansible Galaxy 7 - Community roles
- Ansible GitHub 8
How Ansible Works: Architecture Explained
graph TD
A[Ansible Control Node] -->|SSH| B[Server 1]
A -->|SSH| C[Server 2]
A -->|SSH| D[Server 3]
Video Tutorials:
- Ansible for Beginners 9
- Ansible Official Channel 10
- Jeff Geerling's Ansible 101 11
Why Choose Ansible?
1. Agentless Architecture
Unlike Puppet or Chef, Ansible doesn't require agents on managed nodes.
Benefits:
- No agent installation overhead
- No agent maintenance
- Works with any system that has SSH
- Lower resource usage and cost
Comparison:
| Tool | Agent Required | Setup Complexity |
|---|---|---|
| Ansible | No | Low |
| Puppet | Yes | Medium |
| Chef | Yes | Medium |
| SaltStack | Optional | Medium |
References:
- Ansible vs Puppet vs Chef 12
- Infrastructure Automation Tools Comparison 13
2. Simple YAML Syntax
Ansible playbooks are written in YAML, making them easy to read, write, and debug.
Example Playbook:
---
- name: Install and configure Nginx
hosts: web_servers
become: yes
tasks:
- name: Install Nginx
apt:
name: nginx
state: present
update_cache: yes
- name: Start and enable Nginx
systemd:
name: nginx
state: started
enabled: yes
- name: Copy Nginx configuration
template:
src: nginx.conf.j2
dest: /etc/nginx/nginx.conf
notify: restart nginx
handlers:
- name: restart nginx
systemd:
name: nginx
state: restarted
Learning Resources:
- Ansible Playbook Best Practices 14
- YAML Syntax Guide 15
3. Idempotency
Ansible operations are idempotent - running the same playbook multiple times produces the same result.
Example:
- name: Ensure user exists
user:
name: deploy
state: present
groups: sudo
Running this task multiple times won't create duplicate users - it ensures the user exists with the specified configuration.
Benefits:
- Safe to run repeatedly
- Can be used for both initial setup and updates
- Reduces risk of errors
- Enables continuous configuration management
4. Extensive Module Library
Ansible comes with hundreds of built-in modules for common tasks.
Popular Modules:
apt,yum,dnf- Package managementsystemd,service- Service managementcopy,template- File managementuser,group- User managementdocker_container,docker_image- Docker managementec2_instance,gcp_compute_instance- Cloud resources
Module Documentation:
- Ansible Module Index 16
- Ansible Collections 17
5. Cloud Integration
Ansible integrates with major cloud providers.
Supported Clouds:
- AWS (100+ modules)
- Azure (50+ modules)
- Google Cloud Platform (30+ modules)
- DigitalOcean, Linode, Vultr, OVH
Example:
- name: Create EC2 instance
amazon.aws.ec2_instance:
name: web-server
instance_type: t3.micro
image_id: ami-0c55b159cbfafe1f0
key_name: my-key
security_groups:
- web-sg
tags:
Environment: production
Cloud Resources:
- Ansible AWS Collection 18
- Ansible Azure Collection 19
- Ansible GCP Collection 20
Real-World Use Cases
Use Case 1: Web Server Configuration
Scenario: Configure 10 web servers identically
Without Ansible:
- SSH to each server manually
- Run commands on each
- Hope you don't make mistakes
- No way to verify consistency
With Ansible:
---
- name: Configure web servers
hosts: web_servers
become: yes
tasks:
- name: Install Nginx
apt:
name: nginx
state: present
- name: Configure firewall
ufw:
rule: allow
port: "80"
proto: tcp
- name: Deploy application
git:
repo: https://github.com/company/app.git
dest: /var/www/app
version: main
Time Saved: 2 hours → 5 minutes
Use Case 2: Database Cluster Setup
Scenario: Set up PostgreSQL cluster with replication
Ansible Playbook:
---
- name: Setup PostgreSQL cluster
hosts: db_servers
become: yes
vars:
postgresql_version: "18"
tasks:
- name: Install PostgreSQL
apt:
name: "postgresql-{{ postgresql_version }}"
state: present
- name: Configure PostgreSQL
template:
src: postgresql.conf.j2
dest: /etc/postgresql/{{ postgresql_version }}/main/postgresql.conf
notify: restart postgresql
- name: Setup replication
postgresql_user:
name: replicator
password: "{{ vault_replicator_password }}"
priv: "REPLICATION"
when: inventory_hostname == groups['db_servers'][0]
Benefits:
- Consistent configuration
- Automated replication setup
- Version controlled
- Repeatable
Use Case 3: Multi-Environment Deployment
Scenario: Deploy application to dev, staging, and production
Ansible Structure:
ansible/
playbooks/
deploy.yml
inventory/
dev.yml
staging.yml
production.yml
group_vars/
dev/
vars.yml
staging/
vars.yml
production/
vars.yml
Deployment:
# Deploy to dev
ansible-playbook -i inventory/dev.yml playbooks/deploy.yml
# Deploy to staging
ansible-playbook -i inventory/staging.yml playbooks/deploy.yml
# Deploy to production
ansible-playbook -i inventory/production.yml playbooks/deploy.yml
Case Studies:
- Netflix Ansible Usage 21
- NASA Ansible Implementation 22
Getting Started with Ansible
Installation
On macOS:
brew install ansible
On Ubuntu/Debian:
sudo apt update
sudo apt install ansible
On RHEL/CentOS:
sudo yum install ansible
Using pip:
pip install ansible
Official Installation Guide:
- Ansible Installation 23
Your First Playbook
Create playbook.yml:
---
- name: My First Playbook
hosts: localhost
tasks:
- name: Print hello world
debug:
msg: "Hello, Ansible!"
- name: Create a file
copy:
content: "This file was created by Ansible"
dest: /tmp/ansible-test.txt
Run it:
ansible-playbook playbook.yml
Video Tutorials:
- Ansible Quick Start 24
- Ansible in 10 Minutes 25
Inventory Setup
Create inventory.ini:
[web_servers]
web1.example.com
web2.example.com
[db_servers]
db1.example.com
[web_servers:vars]
ansible_user=deploy
ansible_ssh_private_key_file=~/.ssh/id_rsa
Or use YAML:
all:
children:
web_servers:
hosts:
web1.example.com:
web2.example.com:
vars:
ansible_user: deploy
db_servers:
hosts:
db1.example.com:
References:
- Ansible Inventory 26
- Dynamic Inventory 27
Advanced Features
1. Roles
Organize playbooks into reusable roles.
Role Structure:
roles/
nginx/
tasks/
main.yml
handlers/
main.yml
templates/
nginx.conf.j2
vars/
main.yml
defaults/
main.yml
Using Roles:
---
- name: Configure web server
hosts: web_servers
roles:
- nginx
- ssl
- monitoring
Resources:
- Ansible Roles 28
- Ansible Galaxy 7 - Find community roles
2. Vault for Secrets
Encrypt sensitive data with Ansible Vault.
Create encrypted file:
ansible-vault create secrets.yml
Edit encrypted file:
ansible-vault edit secrets.yml
Use in playbook:
- name: Use encrypted variable
debug:
msg: "Password is {{ vault_password }}"
References:
- Ansible Vault 29
- Vault Best Practices 30
3. Ansible Tower / AWX
Enterprise automation platform built on Ansible.
Features:
- Web UI for playbook execution
- Role-based access control
- Job scheduling
- Inventory management
- Reporting and analytics
Resources:
- Ansible Tower 31
- AWX (Open Source) 32
- AWX Documentation 33
Performance and Scalability
Ansible Performance
Optimization Tips:
- Use
asyncandpollfor long-running tasks - Enable
pipeliningfor faster execution - Use
strategy: freefor parallel execution - Limit
forksbased on system resources
Example:
- name: Long-running task
command: /usr/bin/long-script.sh
async: 3600
poll: 10
Benchmarks:
- Ansible Performance Tuning 34
- Scaling Ansible 35
When to Use Ansible vs Alternatives
Use Ansible when:
- You need agentless automation
- You want simple YAML syntax
- You manage heterogeneous environments
- You need quick setup and learning curve
Consider alternatives when:
- You need real-time configuration (use SaltStack)
- You need complex state management (use Terraform)
- You're cloud-only (use cloud-native tools)
Comparison Resources:
- Ansible vs Terraform 36
- Ansible vs Puppet 12
Ansible Best Practices: Expert Tips
1. Use Version Control
Always store playbooks in Git:
git init
git add .
git commit -m "Initial Ansible playbooks"
2. Follow Naming Conventions
- Use descriptive names
- Organize by function or environment
- Use consistent file structure
3. Document Your Playbooks
---
# This playbook configures web servers
# Author: Your Name
# Last Updated: YYYY-MM-DD
- name: Configure web servers
hosts: web_servers
# ...
4. Test Before Production
- Use test environments
- Run in check mode first:
ansible-playbook --check - Use staging before production
5. Use Roles and Collections
- Reuse community roles from Ansible Galaxy
- Create your own roles for common tasks
- Use collections for cloud providers
Expert Resources:
- Ansible Best Practices 14
- Ansible Style Guide 37
Frequently Asked Questions (FAQ)
What is Ansible used for?
Ansible is used for configuration management, application deployment, infrastructure automation, and orchestration. It helps automate repetitive IT tasks across multiple servers and environments.
Is Ansible free?
Yes, Ansible is open-source and free to use. Ansible Tower (now called Ansible Automation Platform) is the commercial enterprise version with additional features.
Do I need to install Ansible on all servers?
No, Ansible is agentless. You only need to install it on the control node (your local machine or a dedicated server). It connects to managed nodes via SSH.
What programming language does Ansible use?
Ansible playbooks are written in YAML, while Ansible itself is written in Python. You don't need to know Python to use Ansible effectively.
How does Ansible compare to Terraform?
Ansible focuses on configuration management and application deployment, while Terraform specializes in infrastructure provisioning. Many teams use both: Terraform for creating infrastructure and Ansible for configuring it.
Can Ansible work with cloud providers?
Yes, Ansible has extensive cloud integration with AWS, Azure, Google Cloud Platform, and many other cloud providers through collections and modules.
Learning Resources
Official Documentation
- Ansible Documentation 6
- Ansible User Guide 38
- Ansible Module Index 16
Video Courses
- Ansible Official Training 39
- Red Hat Ansible Training 40
- Jeff Geerling's Ansible Course 41
Books
- Ansible: Up and Running 42 - By Lorin Hochstein
- Ansible for DevOps 43 - By Jeff Geerling
- Mastering Ansible 44 - By James Freeman
Community
- Ansible Reddit 45
- Ansible IRC 46
- Ansible Mailing Lists 47
References
- IT Revolution. "The Phoenix Project." https://www.itrevolution.com/the-phoenix-project/
- Google. "Site Reliability Engineering Books." https://sre.google/books/
- IT Revolution. "The DevOps Handbook." https://www.itrevolution.com/the-devops-handbook/
- Puppet. "State of DevOps Report." https://puppet.com/resources/report/state-of-devops-report/
- Google Cloud. "Using the Four Keys to Measure Your DevOps Performance." https://cloud.google.com/blog/products/devops-sre/using-the-four-keys-to-measure-your-devops-performance
- Red Hat. "Ansible Documentation." https://docs.ansible.com/
- Red Hat. "Ansible Galaxy." https://galaxy.ansible.com/
- Ansible. "Ansible GitHub Repository." https://github.com/ansible/ansible
- YouTube. "Ansible for Beginners." https://www.youtube.com/results?search_query=ansible+for+beginners
- Ansible. "Ansible Official Channel." https://www.youtube.com/@AnsibleAutomation
- YouTube. "Jeff Geerling's Ansible 101." https://www.youtube.com/results?search_query=jeff+geerling+ansible
- Red Hat. "Ansible vs Puppet vs Chef." https://www.redhat.com/en/topics/automation/ansible-vs-puppet-vs-chef
- G2. "Infrastructure Automation Tools Comparison." https://www.g2.com/categories/infrastructure-automation
- Red Hat. "Ansible Playbook Best Practices." https://docs.ansible.com/ansible/latest/user_guide/playbooks_best_practices.html
- Red Hat. "YAML Syntax Guide." https://docs.ansible.com/ansible/latest/reference_appendices/YAMLSyntax.html
- Red Hat. "Ansible Module Index." https://docs.ansible.com/ansible/latest/collections/index_module.html
- Red Hat. "Ansible Collections." https://docs.ansible.com/ansible/latest/user_guide/collections_using.html
- Red Hat. "Ansible AWS Collection." https://docs.ansible.com/ansible/latest/collections/amazon/aws/
- Red Hat. "Ansible Azure Collection." https://docs.ansible.com/ansible/latest/collections/azure/azcollection/
- Red Hat. "Ansible GCP Collection." https://docs.ansible.com/ansible/latest/collections/google/cloud/
- Ansible. "Netflix Ansible Usage Case Study." https://www.ansible.com/case-studies/netflix
- Ansible. "NASA Ansible Implementation Case Study." https://www.ansible.com/case-studies/nasa
- Red Hat. "Ansible Installation Guide." https://docs.ansible.com/ansible/latest/installation_guide/index.html
- YouTube. "Ansible Quick Start." https://www.youtube.com/results?search_query=ansible+quick+start
- YouTube. "Ansible in 10 Minutes." https://www.youtube.com/results?search_query=ansible+10+minutes
- Red Hat. "Ansible Inventory." https://docs.ansible.com/ansible/latest/user_guide/intro_inventory.html
- Red Hat. "Dynamic Inventory." https://docs.ansible.com/ansible/latest/user_guide/intro_dynamic_inventory.html
- Red Hat. "Ansible Roles." https://docs.ansible.com/ansible/latest/user_guide/playbooks_reuse_roles.html
- Red Hat. "Ansible Vault." https://docs.ansible.com/ansible/latest/user_guide/vault.html
- Red Hat. "Vault Best Practices." https://docs.ansible.com/ansible/latest/user_guide/vault.html#best-practices
- Red Hat. "Ansible Tower." https://www.ansible.com/products/tower
- Ansible. "AWX (Open Source)." https://github.com/ansible/awx
- Ansible. "AWX Documentation." https://github.com/ansible/awx/blob/devel/README.md
- Red Hat. "Ansible Performance Tuning." https://docs.ansible.com/ansible/latest/user_guide/playbooks_async.html
- Red Hat. "Scaling Ansible." https://docs.ansible.com/ansible/latest/user_guide/intro_patterns.html
- Spacelift. "Ansible vs Terraform." https://www.spacelift.io/blog/terraform-vs-ansible
- Red Hat. "Ansible Style Guide." https://docs.ansible.com/ansible/latest/dev_guide/developing_modules_documenting.html
- Red Hat. "Ansible User Guide." https://docs.ansible.com/ansible/latest/user_guide/index.html
- Ansible. "Ansible Official Training." https://www.ansible.com/resources/get-started
- Red Hat. "Red Hat Ansible Training." https://www.redhat.com/en/services/training/do407-automation-ansible-i
- Jeff Geerling. "Ansible 101 Course." https://www.jeffgeerling.com/ansible-101
- O'Reilly. "Ansible: Up and Running." https://www.oreilly.com/library/view/ansible-up-and/9781491975328/
- Jeff Geerling. "Ansible for DevOps." https://www.ansiblefordevops.com/
- Packt Publishing. "Mastering Ansible." https://www.packtpub.com/product/mastering-ansible-fourth-edition/9781789951547
- Reddit. "Ansible Community." https://www.reddit.com/r/ansible/
- Red Hat. "Ansible IRC Channels." https://docs.ansible.com/ansible/latest/community/communication.html#irc-channels
- Red Hat. "Ansible Mailing Lists." https://docs.ansible.com/ansible/latest/community/communication.html#mailing-list-information

