Chef and PowerShell DSC Overview

Summary

PowerShell DSC is a very valuable extension to Chef Cookbooks for configuring and provisioning Windows Nodes for the following reasons:

  • It can be assumed that DSC Resources will be updated sooner, more stable, and more powerful than the equivalent Windows specific Chef Resources. Primarily because many of the DSC Resources are developed by Microsoft, for Microsoft platforms and applications.
  • Base DSC Resources (e.g. ‘file’, ‘registry’, ‘environment’, ‘script’, ‘feature’) are available by default to Chef Recipes for Nodes that have the Windows Management Framework v.4 (WMF 4) installed.
  • DSC includes a wealth of extension Resources that can simplify and stabilize a Chef recipe when installing or configuring Windows platform components.
  • Chef makes it easier to leverage DSC Resources than a traditional PowerShell DSC infrastructure for the following reasons:
    • No DSC server is required
    • DSC extension Resources don’t require implementation on the server (packaging and checksums need to be manually created for each extension Resource)
    • The Node doesn’t need to be configured for as a DSC Node (WMF v.4+ is still required on the Node)
    • DSC Resources can be executed on the fly by Chef-Client on the Node (rather than waiting for the COM objects to get exercised by the DSC Scheduled Tasks which can lead to inconsistent results when invoked manually)

Considerations:

  • Chef-Client v.12+ is required on the Node
  • WMF v.4+ is required on the Node
  • Using the Chef Resource ‘dsc_resource’ requires WMF v.5+ (this analysis is focusing on the Chef Resource ‘dsc_script’). WMF 5 won’t RTM until Windows 10, but will be available downlevel to Windows Server 2008 and beta versions are currently available down to Windows Server 2008 R2
  • Using DSC extension Resources requires DSC extension Resource management within the cookbook (e.g. by using the Chef Resource ‘remote_diretory’ in order to make sure DSC extension Resources are available on the Node when called by the Chef Recipe) where this is handled automatically be DSC Server infrastructure.

Chef Resource and DSC Resource Comparison

The following comparison is not meant to argue the benefit of using DSC Resources over Chef Resources, rather these examples are meant to demonstrate the difference in code complexity when performing Windows platform actions from Chef vs. the PowerShell DSC server. Considering whether or not to use DSC Resources might also include weighing the decision to develop recipes that are platform dependent since there are no plans for DSC Resources to include platforms other than Windows. In addition, these examples don’t include any Chef Resources other than the ‘powershell_script’ Resource. There are many Windows specific Chef resources that can also simplify Chef Recipes.

The following examples demonstrate enabling remote access via RDP to the Node.

Example: Leveraging the Chef ‘powershell_script’ Resource
# Enables remote desktop access to the server
powershell_script "enable-remote-desktop" do
  guard_interpreter :powershell_script
  code <<-EOH
    Set-ItemProperty -Path 'HKLM:\\System\\CurrentControlSet\\Control\\Terminal Server' -name "fDenyTSConnections" -Value 0
    Enable-NetFirewallRule -DisplayGroup "Remote Desktop"
    Set-ItemProperty -Path 'HKLM:\\System\\CurrentControlSet\\Control\\Terminal Server\\WinStations\\RDP-Tcp' -name "UserAuthentication" -Value 1
    eventcreate /t INFORMATION /ID 2 /L APPLICATION /SO "Chef-Client" /D "Enabled Remote Desktop access"
  EOH
  only_if <<-EOH
    if ((Get-ItemProperty -Path 'HKLM:\\System\\CurrentControlSet\\Control\\Terminal Server').fDenyTSConnections -ne "0") {
      $true
    } elseif ((Get-NetFirewallRule -Name "RemoteDesktop-UserMode-In-TCP").Enabled -ne "True") {
      $true
    } elseif ((Get-ItemProperty -Path 'HKLM:\\System\\CurrentControlSet\\Control\\Terminal Server\\WinStations\\RDP-Tcp').UserAuthentication -ne "1") {
      $true
    } else {
      $false
    }
  EOH
end
Example: PowerShell DSC Script (Recipe) Using a DSC Resource
# Enables remote desktop access to the server via an experimental resource xRemoteDesktopAdmin
xRemoteDesktopAdmin EnableRDP
{
  Ensure = "Present"
  UserAuthentication = "Secure"
}
 
xFirewall AllowRDP
{
    Name = 'DSC - Remote Desktop Admin Connections'
    DisplayGroup = "Remote Desktop"
    Ensure = 'Present'
    State = 'Enabled'
    Access = 'Allow'
    Profile = ("Domain", "Private", "Public")
}
Example: Chef Recipe Using a DSC Resource from ‘dsc_script’
dsc_script "Configure Server" do
  imports 'xRemoteDesktopAdmin'
  imports 'xNetworking'
  code <<-SITESDSC
    # Enables remote desktop access to the server via an experimental resource xRemoteDesktopAdmin
    xRemoteDesktopAdmin EnableRemoteDesktop
    {
      Ensure = "Present"
      UserAuthentication = "Secure"
    }
 
    xFirewall AllowRDP
    {
        Name = 'DSC - Remote Desktop Admin Connections'
        DisplayGroup = "Remote Desktop"
        Ensure = 'Present'
        State = 'Enabled'
        Access = 'Allow'
        Profile = ("Domain", "Private", "Public")
    }
  SITESDSC
end
Example: Adding DSC Resource Extension Management in Chef Recipes

The following Chef Recipe snipit demonstrates how 2 DSC extension Resources are managed on the Node. The ‘remote_directory’ merely insures that the ‘xRemoteDesktopAdmin’ and ‘xNetworking’ resources are installed on the Node so they can be leveraged by the Chef Recipe.

remote_directory "C:\\Program Files\\WindowsPowerShell\\Modules\\xRemoteDesktopAdmin" do
  source "xRemoteDesktopAdmin"
  action :create
end
 
remote_directory "C:\\Program Files\\WindowsPowerShell\\Modules\\xNetworking" do
  source "xNetworking"
  action :create
end
Appendix: Full Chef Recipe ‘dsc_script.rb’

The following recipe performs actions on a Windows Server that fall under the topic of general server configuration.

# Requires Chef-Client v.12+
# Author: Otto Helweg
 
include_recipe 'ws2012r2::lcm_setup_dsc_script'
 
remote_directory "C:\\Program Files\\WindowsPowerShell\\Modules\\xRemoteDesktopAdmin" do
  source "xRemoteDesktopAdmin"
  action :create
end
 
remote_directory "C:\\Program Files\\WindowsPowerShell\\Modules\\xNetworking" do
  source "xNetworking"
  action :create
end
 
dsc_script "Configure Server" do
  imports 'xRemoteDesktopAdmin'
  imports 'xNetworking'
  code <<-SITESDSC
    # Leaves a timestamp indicating the last time this recipe was run on the node (this resource in intentionally not idempotent)
    Environment LeaveTimestamp
    {
      Ensure = "Present"
      Name = "DSCClientRun"
      Value = "Last PowerShell DSC run (UTC): " + (Get-Date).ToUniversalTime().ToString()
    }
 
    # Enables remote desktop access to the server via an experimental resource xRemoteDesktopAdmin
    xRemoteDesktopAdmin EnableRemoteDesktop
    {
      Ensure = "Present"
      UserAuthentication = "Secure"
    }
 
    xFirewall AllowRDP
    {
        Name = 'DSC - Remote Desktop Admin Connections'
        DisplayGroup = "Remote Desktop"
        Ensure = 'Present'
        State = 'Enabled'
        Access = 'Allow'
        Profile = ("Domain", "Private", "Public")
    }
 
    # Disables checking for updates
    Script DisableUpdates
    {
      SetScript = {
        $WUSettings = (New-Object -com "Microsoft.Update.AutoUpdate").Settings
        $WUSettings.NotificationLevel = 1
        $WUSettings.save()
        eventcreate /t INFORMATION /ID 3 /L APPLICATION /SO "DSC-Client" /D "Disabled Checking for Updates"
      }
      TestScript = {
        $WUSettings = (New-Object -com "Microsoft.Update.AutoUpdate").Settings
        if ($WUSettings.NotificationLevel -ne "1") {
          $false
        } else {
          $true
        }
      }
      GetScript = {
        # Do Nothing
      }
    }
 
    # Verifies Windows Remote Management is Configured or Configures it
    Script EnableWinrm
    {
      SetScript = {
        Set-WSManQuickConfig -Force -SkipNetworkProfileCheck
        eventcreate /t INFORMATION /ID 4 /L APPLICATION /SO "DSC-Client" /D "Enabled Windows Remote Management"
      }
      TestScript = {
        try{
          # Use to remove a listener for testing
          # Remove-WSManInstance winrm/config/Listener -selectorset @{Address="*";Transport="http"}
          Get-WsmanInstance winrm/config/listener -selectorset @{Address="*";Transport="http"}
          return $true
        } catch {
          #$wsmanOutput = "WinRM doesn't seem to be configured or enabled."
          return $false
        }
      }
      GetScript = {
        # Do Nothing
      }
    }
 
    # Installs the Applicaiton-Server Role
    Script InstallAppServer-LogEvent
    {
      SetScript = {
        eventcreate /t INFORMATION /ID 6 /L APPLICATION /SO "DSC-Client" /D "Installed Role: Applicaiton-Server"
      }
      TestScript = {
        if ((Get-WindowsFeature -Name Application-Server).Installed) {
          $true
        } else {
          $false
        }
      }
      GetScript = {
        # Do Nothing
      }
    }
 
    WindowsFeature InstallAppServer-Step1
    {
      Name = "Application-Server"
      Ensure = "Present"
      IncludeAllSubFeature = $true
    }
 
    WindowsFeature InstallAppServer-Step2
    {
      Name = "AS-Web-Support"
      Ensure = "Present"
      IncludeAllSubFeature = $true
      DependsOn = "[WindowsFeature]InstallAppServer-Step1"
    }
 
    # Disables Shutdown tracking (asking for a reason for shutting down the server)
    Script DisableShutdownTracking-LogEvent
    {
      SetScript = {
        eventcreate /t INFORMATION /ID 7 /L APPLICATION /SO "DSC-Client" /D "Disabled Shutdown Tracking"
      }
      TestScript = {
        if ((Get-ItemProperty -Path 'HKLM:\\SOFTWARE\\Policies\\Microsoft\\Windows NT\\Reliability').ShutdownReasonOn -ne "0") {
          $false
        } else {
          $true
        }
      }
      GetScript = {
        # Do Nothing
      }
    }
 
    Registry DisableShutdownTracking
    {
      Ensure = "Present"
      Key = "HKEY_LOCAL_MACHINE\\SOFTWARE\\Policies\\Microsoft\\Windows NT\\Reliability"
      ValueName = "ShutdownReasonOn"
      ValueData = "0"
      ValueType = "Dword"
      Force = $true
    }
 
    # Disables automatic maintenance
    Script DisableAutomaticMaintenance
    {
      SetScript = {
        $taskList = @("Idle Maintenance","Maintenance Configurator","Manual Maintenance","Regular Maintenance")
        $schTasks = Get-ScheduledTask
        foreach ($task in $schTasks) {
          if (($task.TaskPath -eq "\\Microsoft\\Windows\\TaskScheduler\\") -and ($taskList.Contains($task.TaskName))) {
            Unregister-ScheduledTask -TaskName $task.TaskName -TaskPath "\\Microsoft\\Windows\\TaskScheduler\\" -Confirm:$false
          }
        }
        eventcreate /t INFORMATION /ID 8 /L APPLICATION /SO "DSC-Client" /D "Disables automatic maintenance"
      }
      TestScript = {
        $taskList = @("Idle Maintenance","Maintenance Configurator","Manual Maintenance","Regular Maintenance")
        $schTasks = Get-ScheduledTask
        foreach ($task in $taskList) {
          if ($schTasks.TaskName.Contains($task)) {
            $found = $true
          }
        }
        if ($found = $true) {
          $false
        } else {
          $true
        }
      }
      GetScript = {
        # Do Nothing
      }
    }
  SITESDSC
end

Enjoy!

Configuring Windows with Chef and the PowerShell Resource

The PowerShell Resource in Chef is very powerful and versatile for configuring Windows. It essentially exposes all of the power of PowerShell to Chef. And since in PowerShell v.4, most Server Manager functionality is exposed via PowerShell cmdlets, there isn’t a lot you can’t configure in Windows with PowerShell.

The following recipe demonstrates some of the server configuration functionality via Chef’s PowerShell resource by performing the following actions:

  1. Timestamp: A Windows Event is created and an environmental variable is updated to show the last time this recipe was executed on the server.
  2. Enable Remote Desktop: The Remote Desktop (RDP) functionality is enabled.
  3. Disable Windows Updates: Windows automatic updates are disabled (use with caution – unless you have another update process, don’t do this).
  4. Enable Windows Remote Management: The Windows Remote Management functionality is enabled.
  5. Install IIS: The Application Server and Web Server roles are installed and enabled.

Chef Recipe:

# Leaves a timestamp indicating the last time this recipe was run on the node (this resource in intentionally not idempotent)
powershell_script "leave-timestamp" do
  code <<-EOH
    $currentTime = Get-Date
    $currentTimeString = $currentTime.ToUniversalTime().ToString()
    [Environment]::SetEnvironmentVariable("ChefClientRun","Last Chef-Client run (UTC): $currentTimeString","Machine")
    eventcreate /t INFORMATION /ID 1 /L APPLICATION /SO "Chef-Client" /D "Last Chef-Client run (UTC): $currentTimeString"
  EOH
end
 
# Enables remote desktop access to the server
powershell_script "enable-remote-desktop" do
  guard_interpreter :powershell_script
  code <<-EOH
    Set-ItemProperty -Path 'HKLM:\\System\\CurrentControlSet\\Control\\Terminal Server' -name "fDenyTSConnections" -Value 0
    Enable-NetFirewallRule -DisplayGroup "Remote Desktop"
    Set-ItemProperty -Path 'HKLM:\\System\\CurrentControlSet\\Control\\Terminal Server\\WinStations\\RDP-Tcp' -name "UserAuthentication" -Value 1
    eventcreate /t INFORMATION /ID 2 /L APPLICATION /SO "Chef-Client" /D "Enabled Remote Desktop access"
  EOH
  only_if <<-EOH
    if ((Get-ItemProperty -Path 'HKLM:\\System\\CurrentControlSet\\Control\\Terminal Server').fDenyTSConnections -ne "0") {
      $true
    } elseif ((Get-NetFirewallRule -Name "RemoteDesktop-UserMode-In-TCP").Enabled -ne "True") {
      $true
    } elseif ((Get-ItemProperty -Path 'HKLM:\\System\\CurrentControlSet\\Control\\Terminal Server\\WinStations\\RDP-Tcp').UserAuthentication -ne "1") {
      $true
    } else {
      $false
    }
  EOH
end
 
# Disables checking for updates
powershell_script "disable-update-checking" do
  guard_interpreter :powershell_script
  code <<-EOH
    $WUSettings = (New-Object -com "Microsoft.Update.AutoUpdate").Settings
    $WUSettings.NotificationLevel = 1
    $WUSettings.save()
    eventcreate /t INFORMATION /ID 3 /L APPLICATION /SO "Chef-Client" /D "Disabled Checking for Updates"
  EOH
  only_if <<-EOH
    $WUSettings = (New-Object -com "Microsoft.Update.AutoUpdate").Settings
    if ($WUSettings.NotificationLevel -ne "1") {
      $true
    } else {
      $false
    }
  EOH
end
 
# Verifies Windows Remote Management is Configured or Configures it
powershell_script "check-winrm" do
  guard_interpreter :powershell_script
  code <<-EOH
    Set-WSManQuickConfig -Force -SkipNetworkProfileCheck
    eventcreate /t INFORMATION /ID 4 /L APPLICATION /SO "Chef-Client" /D "Enabled Windows Remote Management"
  EOH
  not_if <<-EOH
    # $wsmanOutput isn't used here, just a placeholder for possible use in the future
    try {
      # Use to remove a listener for testing
      # Remove-WSManInstance winrm/config/Listener -selectorset @{Address="*";Transport="http"
      $wsmanOutput = Get-WsmanInstance winrm/config/listener -selectorset @{Address="*";Transport="http"}
      $true
    } catch {
      $wsmanOutput = "WinRM doesn't seem to be configured or enabled."
      $false
    }
  EOH
end
 
# Installs the Application-Server Role
powershell_script "install-application-server" do
  guard_interpreter :powershell_script
  code <<-EOH
    $installResult = Add-WindowsFeature Application-Server,AS-Web-Support
    foreach ($result in $installResult) {
      if ($result.RestartNeeded -eq "Yes") {
        eventcreate /t INFORMATION /ID 5 /L APPLICATION /SO "Chef-Client" /D "Restart is required."
      }
    }
    eventcreate /t INFORMATION /ID 6 /L APPLICATION /SO "Chef-Client" /D "Installed Role: Applicaiton-Server"
  EOH
  not_if <<-EOH
    if ((Get-WindowsFeature -Name Application-Server).Installed) {
      $true
    } else {
      $false
    }
  EOH
 end
Your output should look something like this (although I ran this with Test-Kitchen rather than ‘chef-client’ directly):

Note: The check-winrm script did not execute because it was already configured on the node (server).

Chef-PowerShell-1

New Windows Events should be logged to the configured node (server):

Chef-PowerShell-2

And the following web page should be viewable on the node (server):

Chef-PowerShell-3

The following practices are leveraged in this recipe:

  • A time stamp is logged on the server in order to track every time the recipe is executed. This might be helpful for troubleshooting issues by correlating with the recipe execution timestamp.
  • A Windows Event is logged every time a resource is executed on the server. Event IDs are unique to the resource function.
  • All resources (except the timestamp resource) are idempotent. In other words, logic is in place to insure the resource is not executed if it doesn’t need to be. For example, if IIS has already been installed, then there should be no attempt to install it again. This is a ‘best practice’ for writing recipes.

The following PowerShell functionality is exercised by this recipe:

  • An Environmental Variable is created/updated
  • Events are created with the ‘eventcreate’ command. The PowerShell ‘New-Event’ is not used because for Windows Server (not client) you need to register your custom event source with the server, so ‘eventcreate’ is simpler.
  • A Registry Key is added/updated
  • The Enable-FirewallRule cmdlet is used
  •  A COM object is accessed and/or updated
  • The Set-WsmanQuickConfig cmdlet is used
  • The Get-WsmanInstance cmdlet is used
  • The Add-WindowsFeature cmdlet is used

Idempotency:

Notice that nearly all the resources implement PowerShell script logic in order to make their resources follow idempotent best practices. The logic implemented is a reasonable attempt to determine if action is necessary, while not covering every possible permutation that might exist for a misconfigured server. Also notice how either $true or $false is passed back to the resource. Both conditions need to be addressed by the Guard. Also notice where ‘not_if’ and ‘only_if’ are used.

Enjoy!