roq-ansible

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Ansible Playbook to deploy and configure services on remote or local host.

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# roq-ansible

Ansible script to install and control systemd services.

## Design

![UI](https://raw.githubusercontent.com/roq-trading/roq-ansible/master/static/images/service-manager.png)

### Directories

Install location depends on `systemd.scope` (can be `system` or `user`)

| what | system | user |
| --- | --- | --- |
| Miniforge3 | `/opt/conda` | `~/.local/share/conda` |
| systemd units | `/etc/systemd/system` | `~/.config/systemd/user` |
| config | `/usr/local/etc/roq` | `~/.config/roq` |
| data | `/var/lib/roq/data` | `~/.local/share/roq` |
| cache | `/var/lib/roq/cache` | `~/.local/state/roq` |

## Dependencies

* [Ansible](https://www.ansible.com/)
* [Miniforge3](https://github.com/conda-forge/miniforge)
* [systemd](https://systemd.io/)
* [Podman](https://podman.io/) [optional]
* [Docker](https://www.docker.com/) [optional]

> You can use either podman or docker for the container based services, e.g. prometheus' node-exporter.

## Prerequisites

### Container

If you want to use Podman and it's not already installed on the host

```bash
sudo apt install podman
```

If you want to use Docker and it's not already installed on the host

```bash
sudo apt install docker.io
```

### Ansible

You need ansible to run this playbook.

If using conda, you can install ansible (on your local machine) like this

```bash
conda install --freeze-installed -y ansible
```

Alternatively, you can install ansible on the host

```bash
sudo apt install ansible
```

### Python

The following packages are required

* `json`
* `toml`

### Remote Host

This is the server you will install to.

It is identified by an IPv4 address (`a.b.c.d` in the following) and you must be able to log on with ssh and your `ansible_user`.

### Inventory File

Ansible requires an inventory file (name is not important, we will name it "example.yml")

In the following examples we use `server` to identify the target host.
This could be a remote host or simply `localhost` if you want to test with your user account (no root access required).

```yaml
ungrouped:
  hosts:
    server:
      ansible_host: a.b.c.d
      ansible_user: ansible
      ansible_become_user: root
```

> We're using the label `server`.

> We need a `become_user` (elevated rights) if we have configured `systemd.scope == "system"` (the default).

Alternatively

```yaml
[example]
ungrouped:
  hosts:
    server:
      ansible_host: localhost
      ansible_user: my_user_id
```

> We do **not** need a `become_user` if we have configured `systemd.scope == "user"`.

### Host Variables

This is the place to configure your specific services.

Host specific variable will be imported from `host_vars/server.yml` or `host_vars/workstation.yml`.

> The filename is automatically matched to the label `server` that you specified in your inventory file.

### Group Variables

Common variables can be found in `group_vars/all.yml`.

This file contains all the defaults.

> You can override the defaults by configuring host variables.

## Running

When installing to `systemd.scope == "system"`, you need the `become_user` (typically `root`) and you then you often need to
specify a password to gain elevated permissions

```bash
ansible-playbook -i example.yml site.yml --ask-become-pass
```

You don't need this when installing on your workstation (`systemd.scope == "user"`)

```bash
ansible-playbook -i example.yml site.yml
```

## Using

> You will need elevated permissions (`sudo`) if using systemctl on a server

> You will need to use `systemctl --user` (**without** `sudo`) when using systemctl on your workstation

> These following steps to start/stop services can also be achieved through Roq's service manager

Start gateway

```bash
systemctl start deribit
```

Status

```bash
systemctl status deribit
```

Reset after failure

```bash
systemctl reset-failed deribit
```

Tail logs

```bash
journalctl -f -u deribit
```

## FAQ

Why does the playbook not install prometheus, grafana or clickhouse?

These auxiliary services can indeed be used with the services installed by this playbook.
However, we recommend that you use your cloud provider's managed services rather than installing and maintaining these yourself.

> You can browse Roq's GitHub repository and find other playbooks to install these auxiliary services.

Why is the service-manager running as root when `systemd.scope == system`?

The service-manager needs root access to control other services.

Why does the playbook not restart services after configuration update?

This is not desirable due to potential live trading.

Why is the conda directory always re-installed?

To ensure installation of the latest packages.
This is particularly an issue when you're using Roq's unstable channel where the version number doesn't change for daily builds.

Why can't the service-manager handle `reset-failed`?

This is an exceptional situation often caused by mis-configuration of the playbook.
The service-manager can not be used to change this situation and the control is therefore not made available.

## License

The project is released under the terms of the MIT license.

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