Roles ¶

Topics

Roles

New in version 1.2.

Roles are ways of automatically loading certain vars_files, tasks, and handlers based on a known file structure. Grouping content by roles also allows easy sharing of roles with other users.

Role Directory Structure ¶

Example project structure:

site.yml
webservers.yml
fooservers.yml
roles/
    common/
        tasks/
        handlers/
        files/
        templates/
        vars/
        defaults/
        meta/
    webservers/
        tasks/
        defaults/
        meta/

Roles expect files to be in certain directory names. Roles must include at least one of these directories, however it is perfectly fine to exclude any which are not being used. When in use, each directory must contain a main.yml file, which contains the relevant content:

tasks - contains the main list of tasks to be executed by the role.
handlers - contains handlers, which may be used by this role or even anywhere outside this role.
defaults - default variables for the role (see Using Variables for more information).
vars - other variables for the role (see Using Variables for more information).
files - contains files which can be deployed via this role.
templates - contains templates which can be deployed via this role.
meta - defines some meta data for this role. See below for more details.

Other YAML files may be included in certain directories. For example, it is common practice to have platform-specific tasks included from the tasks/main.yml file:

# roles/example/tasks/main.yml
- name: added in 2.4, previously you used 'include'
  import_tasks: redhat.yml
  when: ansible_facts['os_family']|lower == 'redhat'
- import_tasks: debian.yml
  when: ansible_facts['os_family']|lower == 'debian'

# roles/example/tasks/redhat.yml
- yum:
    name: "httpd"
    state: present

# roles/example/tasks/debian.yml
- apt:
    name: "apache2"
    state: present

Roles may also include modules and other plugin types. For more information, please refer to the Embedding Modules and Plugins In Roles section below.

Using Roles ¶

The classic (original) way to use roles is via the roles: option for a given play:

---
- hosts: webservers
  roles:
    - common
    - webservers

This designates the following behaviors, for each role ‘x’:

If roles/x/tasks/main.yml exists, tasks listed therein will be added to the play.
If roles/x/handlers/main.yml exists, handlers listed therein will be added to the play.
If roles/x/vars/main.yml exists, variables listed therein will be added to the play.
If roles/x/defaults/main.yml exists, variables listed therein will be added to the play.
If roles/x/meta/main.yml exists, any role dependencies listed therein will be added to the list of roles (1.3 and later).
Any copy, script, template or include tasks (in the role) can reference files in roles/x/{files,templates,tasks}/ (dir depends on task) without having to path them relatively or absolutely.

When used in this manner, the order of execution for your playbook is as follows:

Any pre_tasks defined in the play.
Any handlers triggered so far will be run.
Each role listed in roles will execute in turn. Any role dependencies defined in the roles meta/main.yml will be run first, subject to tag filtering and conditionals.
Any tasks defined in the play.
Any handlers triggered so far will be run.
Any post_tasks defined in the play.
Any handlers triggered so far will be run.

Note

See below for more information regarding role dependencies.

Note

If using tags with tasks (described later as a means of only running part of a playbook), be sure to also tag your pre_tasks, post_tasks, and role dependencies and pass those along as well, especially if the pre/post tasks and role dependencies are used for monitoring outage window control or load balancing.

As of Ansible 2.4, you can now use roles inline with any other tasks using import_role or include_role:

---
- hosts: webservers
  tasks:
    - debug:
        msg: "before we run our role"
    - import_role:
        name: example
    - include_role:
        name: example
    - debug:
        msg: "after we ran our role"

When roles are defined in the classic manner, they are treated as static imports and processed during playbook parsing.

Note

The include_role option was introduced in Ansible 2.3. The usage has changed slightly as of Ansible 2.4 to match the include (dynamic) vs. import (static) usage. See Dynamic vs. Static for more details.

The name used for the role can be a simple name (see Role Search Path below), or it can be a fully qualified path:

---
- hosts: webservers
  roles:
    - role: '/path/to/my/roles/common'

Roles can accept other keywords:

---
- hosts: webservers
  roles:
    - common
    - role: foo_app_instance
      vars:
        dir: '/opt/a'
        app_port: 5000
    - role: foo_app_instance
      vars:
        dir: '/opt/b'
        app_port: 5001

Or, using the newer syntax:

---
- hosts: webservers
  tasks:
    - include_role:
        name: foo_app_instance
      vars:
        dir: '/opt/a'
        app_port: 5000
  ...

You can conditionally import a role and execute its tasks:

---
- hosts: webservers
  tasks:
    - include_role:
        name: some_role
      when: "ansible_facts['os_family'] == 'RedHat'"

Finally, you may wish to assign tags to the tasks inside the roles you specify. You can do:

---
- hosts: webservers
  roles:
    - role: foo
      tags:
        - bar
        - baz
    # using YAML shorthand, this is equivalent to the above:
    - { role: foo, tags: ["bar", "baz"] }

Or, again, using the newer syntax:

---
- hosts: webservers
  tasks:
    - import_role:
        name: foo
      tags:
        - bar
        - baz

Note

This tags all of the tasks in that role with the tags specified, appending to any tags that are specified inside the role.

On the other hand you might just want to tag the import of the role itself:

---
- hosts: webservers
  tasks:
    - include_role:
        name: bar
      tags:
        - foo

Note

The tags in this example will not be added to tasks inside an include_role, you can use a surrounding block directive to do both.

Note

There is no facility to import a role while specifying a subset of tags to execute. If you find yourself building a role with lots of tags and you want to call subsets of the role at different times, you should consider just splitting that role into multiple roles.

Role Duplication and Execution ¶

Ansible will only allow a role to execute once, even if defined multiple times, if the parameters defined on the role are not different for each definition. For example:

---
- hosts: webservers
  roles:
    - foo
    - foo

Given the above, the role foo will only be run once.

To make roles run more than once, there are two options:

Pass different parameters in each role definition.
Add allow_duplicates: true to the meta/main.yml file for the role.

Example 1 - passing different parameters:

---
- hosts: webservers
  roles:
    - role: foo
      vars:
        message: "first"
    - { role: foo, vars: { message: "second" } }

In this example, because each role definition has different parameters, foo will run twice.

Example 2 - using allow_duplicates: true:

# playbook.yml
---
- hosts: webservers
  roles:
    - foo
    - foo

# roles/foo/meta/main.yml
---
allow_duplicates: true

In this example, foo will run twice because we have explicitly enabled it to do so.

Role Default Variables ¶

New in version 1.3.

Role default variables allow you to set default variables for included or dependent roles (see below). To create defaults, simply add a defaults/main.yml file in your role directory. These variables will have the lowest priority of any variables available, and can be easily overridden by any other variable, including inventory variables.

Role Dependencies ¶

New in version 1.3.

Role dependencies allow you to automatically pull in other roles when using a role. Role dependencies are stored in the meta/main.yml file contained within the role directory, as noted above. This file should contain a list of roles and parameters to insert before the specified role, such as the following in an example roles/myapp/meta/main.yml:

---
dependencies:
  - role: common
    vars:
      some_parameter: 3
  - role: apache
    vars:
      apache_port: 80
  - role: postgres
    vars:
      dbname: blarg
      other_parameter: 12

Note

Role dependencies must use the classic role definition style.

Role dependencies are always executed before the role that includes them, and may be recursive. Dependencies also follow the duplication rules specified above. If another role also lists it as a dependency, it will not be run again based on the same rules given above. See Galaxy role dependencies for more details.

Note

Always remember that when using allow_duplicates: true, it needs to be in the dependent role’s meta/main.yml, not the parent.

For example, a role named car depends on a role named wheel as follows:

---
dependencies:
  - role: wheel
    vars:
      n: 1
  - role: wheel
    vars:
      n: 2
  - role: wheel
    vars:
      n: 3
  - role: wheel
    vars:
      n: 4

And the wheel role depends on two roles: tire and brake. The meta/main.yml for wheel would then contain the following:

---
dependencies:
  - role: tire
  - role: brake

And the meta/main.yml for tire and brake would contain the following:

---
allow_duplicates: true

The resulting order of execution would be as follows:

tire(n=1)
brake(n=1)
wheel(n=1)
tire(n=2)
brake(n=2)
wheel(n=2)
...
car

Note that we did not have to use allow_duplicates: true for wheel, because each instance defined by car uses different parameter values.

Note

Variable inheritance and scope are detailed in the Using Variables.

Embedding Modules and Plugins In Roles ¶

This is an advanced topic that should not be relevant for most users.

If you write a custom module (see Should you develop a module?) or a plugin (see Developing plugins), you may wish to distribute it as part of a role. Generally speaking, Ansible as a project is very interested in taking high-quality modules into ansible core for inclusion, so this shouldn’t be the norm, but it’s quite easy to do.

A good example for this is if you worked at a company called AcmeWidgets, and wrote an internal module that helped configure your internal software, and you wanted other people in your organization to easily use this module – but you didn’t want to tell everyone how to configure their Ansible library path.

Alongside the ‘tasks’ and ‘handlers’ structure of a role, add a directory named ‘library’. In this ‘library’ directory, then include the module directly inside of it.

Assuming you had this:

roles/
    my_custom_modules/
        library/
            module1
            module2

The module will be usable in the role itself, as well as any roles that are called after this role, as follows:

---
- hosts: webservers
  roles:
    - my_custom_modules
    - some_other_role_using_my_custom_modules
    - yet_another_role_using_my_custom_modules

This can also be used, with some limitations, to modify modules in Ansible’s core distribution, such as to use development versions of modules before they are released in production releases. This is not always advisable as API signatures may change in core components, however, and is not always guaranteed to work. It can be a handy way of carrying a patch against a core module, however, should you have good reason for this. Naturally the project prefers that contributions be directed back to github whenever possible via a pull request.

The same mechanism can be used to embed and distribute plugins in a role, using the same schema. For example, for a filter plugin:

roles/
    my_custom_filter/
        filter_plugins
            filter1
            filter2

They can then be used in a template or a jinja template in any role called after ‘my_custom_filter’

Role Search Path ¶

Ansible will search for roles in the following way:

A roles/ directory, relative to the playbook file.
By default, in /etc/ansible/roles

In Ansible 1.4 and later you can configure an additional roles_path to search for roles. Use this to check all of your common roles out to one location, and share them easily between multiple playbook projects. See Configuring Ansible for details about how to set this up in ansible.cfg.

Ansible Galaxy ¶

Ansible Galaxy is a free site for finding, downloading, rating, and reviewing all kinds of community developed Ansible roles and can be a great way to get a jumpstart on your automation projects.

The client ansible-galaxy is included in Ansible. The Galaxy client allows you to download roles from Ansible Galaxy, and also provides an excellent default framework for creating your own roles.

Read the Ansible Galaxy documentation page for more information