Hello, I have recently been seeing a boom in people using ansible for automating setting up vps’s, services, …
Is it worth it to learn ansible to do also automate the way I setup everything, or is a bash script good enough ( I know some bash scripting but ansible seems like it could be more worth the time to learn )?
IMHO Ansible isn’t much different than a bash script… it has the advantage of being “declarative” (in quotes because it’s not actually declarative at all: it just has higher-level abstractions that aggregate common sysadmin CLI operations/patterns in “declarative-sounding” tasks), but it also has the disadvantage of becoming extremely convoluted the moment you need any custom logic whatsoever (yes, you can write a python extension, but you can do the same starting with a bash script too).
Also, you basically can’t use ansible unless your target system has python (technically you can, but in practice all the useful stuff needs python), meaning that if you use a distro that doesn’t come with python per default (eg. alpine) you’ll have to manually install it or write some sort of pythonless prelude to your ansible script that does that for you, and that if your target can’t run python (eg. openwrt on your very much resource-constrained wifi APs) ansible is out of the question (technically you can use it, but it’s much more complex than not using it).
My two cents about configuration management for the homelab:
- whatever you use, make sure it’s something you re-read often: it will become complex and you will forget everything about it
- keep in mind that you’ll have to re-test/update your scripts at least everytime your distro version changes (eg. if you upgrade from ubuntu 22.04 to 24.04) and ideally every time one of your configured services changes (because the format of their config files may in theory change too)
- if you can cope with a rolling-style distro, take a look at nix instead of “traditional” configuration management: nixos configuration is declarative and (in theory) guarantees that you won’t ever need to recheck or update your config when updating (in reality, you’ll occasionally have to edit your config, but the OS will tell you so it’s not like you can unknowingly break stuff).
BTW, nixos is also not beginner-friendly in the least and all in all badly documented (documentation is extensive but unfriendly and somewhat disorganized)… good luck with that :)
Fun fact: I actually run nixos on my main pc.
You will hate Ansible if you are coming from Nix. I went the other way and Nix is 1000x cleaner.
Being able to actually reverse changes is trivial in Nix, but can be a headache in Ansible. Not to mention the advantages of writing in an actual language and not yaml full of template hacks. I personally don’t see much future for tools like Ansible, there is considerable inertia working in its favor right now and it is absolutely true that it is widely used, but the future of configuration management is for sure more aligned with how Nix works.
If you haven’t used any configuration management before it would definitely be valuable to learn.
However I would also recommend trying Nix and NixOS. The provide much better reproducibility. For example using Ansible-like tools I would always have issues where I create a file, then remove the code to create the file but the file still exists or the server is still running. I wrote a post going into more detail about the difference a while ago https://kevincox.ca/2015/12/13/nixos-managed-system/. However this is more involved. If you already have a running server it will be a big shift, instead of just slowly starting to manage things via Ansible.
But I would definitely consider using something. Having configuration managed and versioned with history is super valuable.
