Ma Ansible Automation Platform Beginners Guide Ebook 1090348 202404 en
Ma Ansible Automation Platform Beginners Guide Ebook 1090348 202404 en
Ansible
Automation
Platform
A beginner’s guide
Choose the right path for
your automation journey
03 Introduction
03 Introduction
Modern enterprises struggle with overwhelming IT At an operational level, organizations deal with disconnected
complexity while under pressure to extract more return on teams, skill gaps, and a lack of consistent governance. At
investment (ROI) from existing technology investments. a technical level, IT departments manage too many tools
Spending their way out of the problem isn’t a solution. that do similar things, leading to solution sprawl and bloated
budgets. Instead of being focused on growth, scale, and
In order to be competitive and increase revenue, IT teams innovation, IT manages outdated manual processes.
need to bring more services to market faster, allowing IT teams
to be more productive and efficient, and maintain a focus Although many organizations dabble in automation, too
on the security and compliance of operating environments many approach it in a task-based way with point solutions
and systems—all with the same resources available to them. rather than taking a broader view. A task-based approach
can increase costs, result in duplicate efforts, require
expertise on multiple platforms, and build barriers between
functions and departments. Many companies strive to use
automation more strategically across their organizations,
and automating IT functions is key to their success. In
fact, 451 Research found the number of companies with
automated IT processes was expected to rise from 7%
of companies to 20% of companies within a year.1
1
451 Research. “The impact of event-driven automation on IT operations,” 7 Oct. 2022.
3
What should IT automation look like?
2
IDC Business Value White Paper, sponsored by Red Hat. “The Business Value of Red Hat Ansible Automation Platform.” Document #US51839824, March 2024.
4
With the addition of Event-Driven Ansible and the
AI-powered Red Hat Ansible Lightspeed with IBM
watsonx Code Assistant, your Ansible Automation
Platform investment extends even further.
Event-Driven Ansible:
This event-driven automation tool can help
your business maintain resilience, reliability,
and efficiency while working around resource
constraints and skills gaps.
5
A brief look at
Red Hat Ansible
Automation Platform
To understand Ansible Automation Platform, you first need A vibrant and enthusiastic community of people contributes to
to understand Red Hat. For more than 25 years, Red Hat has and relies on the Ansible project, and they continue to extend
delivered open source solutions hardened for stability that help this technology into a more flexible and robust solution every
organizations work across platforms and environments and day, with upstream developers helping expand its ability to
address enterprise IT challenges. Red Hat has a long history support enterprise ecosystems.
of participating in open source community projects, and the
work around Ansible Automation Platform is no exception. Red Hat is evolving the platform to meet the ongoing
complexities of hybrid and multicloud computing and be flexible
enough to meet future challenges. At the same time, Red Hat is
60K stars 3 committed to helping the Ansible community to grow and thrive.
Ansible/Ansible
31.6K users 3
Ansible/Ansible
See how Ansible Automation Platform
helps organizations adopt a culture of
5,500+ contributors 3
collaborative automation.
Ansible/Ansible Watch the video.
70.5K followers 4
Find out how Red Hat Ansible Automation Platform can bring
tangible business benefits to your organization by reading
The business value of Red Hat Ansible Automation Platform.
3
“GitHub - Ansible.” GitHub, accessed 2 Feb. 2024.
4
“X - Red Hat Ansible.” X, accessed 2 Feb. 2024.
6
The business value
of Red Hat Ansible
Automation Platform
Over the next 12 months, what are your company’s Why is automation gaining traction year
top IT technology funding priorities? (Select up to 3) over year?
IT security 44%
Cloud infrastructure There are a number of potential reasons, but among the
(public, private, hybrid, 36%
multicloud) biggest is the quantifiable business value of automation—and
IT / cloud management 35% particularly of Ansible Automation Platform.
Optimizing/ modernizing
existing or legacy IT 29% According to research from IDC, customers using Ansible
IT operations automation
Automation Platform to support business needs and to
29%
(e.g., Ansible, Puppet) improve IT and application development operations could see
Data services and storage
26%
a 3-year return on investment (ROI) of 668% with an 8-month
(hardware or software)
payback on investment.6
Analytic/ Business
intelligence (e.g., Data 23%
science, Big data)
Enterprise integration
22%
(data, apps, APIs, etc.)
Want to find out more about how
Other
1%
to champion IT automation across
your organization?
Read the IT executive’s guide to automation.
5
Red Hat overview. “2023 Global Tech Outlook: A Red Hat report,” 15 Nov. 2022.
6
IDC Business Value White Paper, sponsored by Red Hat. “The Business Value of Red Hat Ansible Automation Platform.” Document #US51839824, March 2024.
7
Based on interviews with Ansible
Automation Platform users, the report
also found that organizations could
benefit from positive effects on:7
Reliability:
IT staff:
7
IDC Business Value White Paper, sponsored by Red Hat. “The Business Value of Red Hat Ansible Automation Platform.” Document #US51839824, March 2024.
8
Organizations around the globe, such as
Swisscom, Agile Defense, and Ulta Beauty,
are finding similar business benefits using
Ansible Automation Platform.
“
Red Hat Ansible Automation Platform
gives us a lot of flexibility and covers a lot
of different patterns. It also integrates
well with our other tools.” 8
Giancarlo Morena, Product Manager, Swisscom
“
We chose Red Hat Ansible Automation Platform to
tackle this problem because it can communicate
with everything.” 9
Sara FitzGerald, PhD, Technical Writer, Agile Defense
“
The built-in capabilities of Red Hat Ansible Automation Platform provide
an accelerator in a box. It’s the de facto standard that many of our vendors
and partners also use to write scripts to install, configure, and maintain
their technology.” 10
Jesse Amerson, IT director, Ulta Beauty
8
Red Hat case study. “Swisscom gains efficiency by standardizing and expanding automation,” 6 Dec. 2023.
9
Red Hat case study. “Agile Defense simplifies security compliance with automation,” 22 Jan. 2024.
10
Red Hat case study. “Ulta Beauty Standardizes on Red Hat for Automation and Service Delivery Transformation,” Oct. 2022.
9
3 advantages of implementing Ansible
Automation Platform in your organization:
1 Greater efficiency:
2 Better reliability:
3 Simplified governance:
Now that we’ve looked at the benefits of using Ansible Automation Platform, it’s time
to explore how to access those benefits, including some of the top features of the
platform. Jump to A closer look at Red Hat Ansible Automation Platform.
10
A closer look at
Red Hat Ansible
Automation Platform
Whether you want to automate applications, networks,
containers, security, cloud infrastructure, or all of the
above, Ansible Automation Platform can help you create,
execute, and manage automation—all from a single place.
1
Ansible Automation Platform uses
playbooks in YAML format.
Each play within a playbook can run 1 or more tasks, and each
task invokes an Ansible module, which are used to accomplish
automation tasks in Ansible Automation Platform.
11
2
Ansible Automation Platform
features gen AI.
4
Ansible Automation Platform is
built for the hybrid cloud.
12
5 6
Ansible Automation Platform has built-in Ansible Automation Platform includes
compliance and governance constructs. event-driven automation.
From role-based access controls (RBAC) that allow Event-driven automation is the next step in the journey to
administrators to assign permissions, privileges, and roles to end-to-end automation. It answers the need to connect
users to encryption, audit trails, and inventory controls, Ansible intelligence, analytics, and service requests for an IT
Automation Platform has the tools necessary to keep your environment to automated actions so that activities can take
organization compliant and aligned with SLAs. place in a single motion. This model is ideal for high-volume,
routine tasks and ITSM actions, along with responding to
changing IT conditions, and more.
13
A single platform
for your entire
automation team
Ansible Automation Platform is Breaking down barriers between systems and teams across the
organization, Ansible Automation Platform gives diversified
designed to help set up your entire teams the automation tools they need for their specific roles
automation team for success. while collaborating with a connected, supported, and security-
focused enterprise-wide solution.
Architects
Administrators
Developers
14
Automation platform engineers and developers
Automation developers need tools that can help them create tooling and plug-ins, access to pre-existing certified content to
Ansible Playbooks, Ansible Roles, and modules, and then test build from, and container-native architecture for both building
them locally to see if they run the same way when moved to and testing.
production. Automation developers can benefit from DevOps
Automation execution environments provide automation The execution environment builder helps automation
developers with a consistent environment from developers build custom automation execution
development to production, which means developers can environments with the precise Ansible content and
focus on the automation content itself without worrying dependencies needed to support their automation.
about dependencies and drift between each stage. The automation content navigator lets users run and
validate the content they create within the context of
the execution environment itself.
Ansible development tools are a suite of command-line Ansible content can be created and managed internally
features and other capabilities that help Ansible content for your organizations to use. However, curated content
creators confidently build, test, and deploy automation is also available from Red Hat through Ansible Content
content in the enterprise. Even less experienced users Collections. These collections provide developers with
can create test environments, analyze playbooks, deploy the option of building on curated automation content,
content inside execution environments, and more with which includes more than 100 certified collections and
these supported tools. more than 40,000 modules.
15
Automation architects
Tasked with streamlining automation adoption and elevating which offers flexibility when automation architects
automation across teams to align with IT processes, must plan for current and future needs. Additionally,
automation architects need tools that can not only expand automation architects benefit from Ansible Automation
automation across the organization but that can also help Platform’s agentless framework, along with the entire
to manage automation policy and governance. Ansible Ansible technology ecosystem, which integrates
Automation Platform provides container-native architecture, efficiently with existing IT investments.
Automation execution environments represent a change Automation controller standardizes how automation is
in architecture for Ansible Automation Platform. By initiated, delegated, audited, and deployed, allowing
separating the control plane and the execution plane, organizations to automate with confidence and reduce
Ansible Automaton Platform can provide better scalability. automation sprawl and variance across the enterprise.
For example, networking or cloud teams have their own This management interface also decreases the
standardized execution environment specific to their complexity of your automation efforts and prevents
needs while developers have a standardized environment drift between development and production.
that frees them from worrying about dependencies.
16
Ansible validated content: Automation mesh:
This collection of pre-built YAML content is targeted Automation mesh provides a flexible and reliable way to
at the most common automation use cases but also scale the automation of large inventories across diverse
customizable for your organization’s specific use cases. network topologies, platforms, and teams. Architects
While it is not supported or maintained by Red Hat, all require a solution that meets all of their current
Ansible validated content is delivered by trusted industry requirements and can scale to address future needs,
partners, and is digitally signed, so you can be confident all while integrating with current technologies and
that the collection came from a trusted source. providing support and adherence to SLAs. Automation
mesh helps architects by creating a layer to connect
networks and environments in a way that provides
flexibility without compromising focus on security.
17
System or cloud operators and administrators
All automation team members interact with or rely on Ansible automation hub is a portal that gives users
the automation controller, and it’s up to administrators direct access to trusted content collections from
and operators to ensure the automation platform and Red Hat and certified partners. This Software-as-
framework are operational. Their administrative tasks are a-Service (SaaS) automation hub is a container
aided by automation controller’s user interface, browsable image repository serving cloud environments that
application programming interface (API), RBAC, job is synchronized with the automation controller
scheduling, integrated notifications, graphical inventory through a container registry credential.
management, continuous integration/continuous delivery
(CI/CD) integrations, and workflow visualizer functions.
18
Private automation hub: Automation analytics and Red Hat Insights for
Ansible Automation Platform:
The execution environment container image repository
for Ansible Automation Platform—the private automation Automation analytics and Red Hat Insights help
hub—is hosted locally. It is intended for organizations you better understand automation adoption and
running Ansible Automation Platform on physical or performance across the organization. With automation
virtual machines. analytics, you can plan and measure time savings with
automation, as well as ROI. With Red Hat Insights, you
can proactively remediate performance, security, and
other issues, as well as identify configuration drift across
their Ansible Automation Platform infrastructure.
Automation mesh helps operations teams deliver Event-driven automation can be used to automatically
services at the ever-increasing pace of their organization complete tasks across your environment, including
without having to understand the details of the routine management needs, issue remediation, and
automation foundation itself. Automation mesh manages automated responses, such as self-service. Tasks
dependencies and scales consistently without requiring performed hundreds or thousands of times across
knowledge of ancillary tools. The automation mesh your organization are great candidates for automation,
architecture allows central control and distributed such as management of storage or capacity associated
execution through execution nodes, moving automation with a key application, continual tweaks to an essential
closer to the endpoints and allowing a flexible architecture underlying technology, or proactively addressing
that can adapt to a customer’s specific needs. security risks.
Now that we’ve explored who uses automation, let’s look at where and how they might
use it. Jump to Where to integrate automation into your organization.
19
Where to integrate
automation into
your organization
Accelerate
Orchestrate
Innovate
20
Some of the top areas where
organizations implement automation
across their enterprise include:
Build, provision, and manage applications and Manage entire network and IT processes across
infrastructure across public or private clouds, containers, physical, software-defined, and cloud-based
and virtual environments, including Red Hat Enterprise networks. Use network automation for:
Linux®, Microsoft Windows and Windows Server, other
Linux distributions, VMware vSphere, ServiceNow ITSM, • Configuration management. Back up and restore
SAP, and others. Automate your infrastructure to mitigate network devices from multiple vendors and move
configuration drift and incorporate repeatability of code. toward the next generation of network management
Benefit from event-driven automation, which can be used by using an infrastructure as code (IaC) approach to
to improve efficiency and responsiveness by reducing automate network operations.
high-volume repetitive tasks that are part of IT operations.
• Infrastructure awareness. Collect network
Tasks that are performed many hundreds or thousands
facts automatically from hundreds or thousands
of times across your organization—such as fact gathering,
of multivendor devices and then normalize this
ticket enhancement, and configuration management—are
information to learn which devices and resources
good candidates for event-driven automation.
need preventative maintenance to avoid outage
risks and unnecessary hardware refreshes.
21
3 Cloud automation 4 Security automation
Use Ansible Automation Platform to provision Orchestrate security systems using a curated
instances, networks, and infrastructure with support collection of modules, roles, and playbooks to
modules that ensure deployments work across public investigate and respond to threats. Coordinate your
and private clouds, whether deployed on-premise enterprise security systems with Ansible Automation
or in the cloud. Event-driven automation can then Platform for investigation enrichment, threat hunting,
use Ansible Rulebooks to define the source of an and incident response. You can quickly respond to
event and explain the action to take—in the form security risks before your environments are adversely
of if-this-then-that instructions—when the event is impacted, or even close down a technology or solution
encountered. It can help manage cloud instances, while you investigate. As a result, event-driven
allocate or deallocate resources, update access automation can help you boost IT resilience.
policies, enforce governance, and more.
Read Automate your hybrid cloud at scale Learn more about security automation
to learn more about cloud automation in this e-book: Simplify your security
operations center.
5 Edge automation
22
6 End-to-end enterprise automation 7 Staying compliant and up to date
Ansible Automation Platform unites workflow Red Hat Consulting can show you how to use
orchestration with configuration management, automation to provide shared visibility for application,
provisioning, and application deployment in a single site reliability engineering, and security teams, and
user-friendly interface, helping you deploy the help you integrate the role of security more holistically
platform across your organization for complete across your organization. Transforming how you apply
IT automation. Now with Event-Driven Ansible, automation can include identifying, assessing, and
there is a choice of automation modes (manually or resolving risks with prescriptive analytics; defining
automatically initiated) to help you meet a broader and enforcing security and compliance on Red Hat
variety of needs. Enterprise Linux systems using OpenSCAP; and
supporting auditing and compliance reporting with
centralized content management.
23
Given the number of ways you can start
with automation within your organization,
how do you know the best place to start?
1 Start small but think big. 2 Use, refine, learn, and expand.
Begin with a simple use case, ideally something that Automation is a strategic imperative, so treat it
needs to be repeated often but that provides value as such as you implement and automate more
early on. Once you get your use case working, grow and processes and systems.
expand from there, potentially advancing to something
more complicated in the same domain. Over time, add
more domains. Remember, implementing automation
across your organization is an iterative process, not
something that’s done once and forgotten about.
If current operational processes are inefficient, Automation is a journey. Allow your teams to build skills
automation or AI won’t make them better. Focus and capabilities as you grow automation throughout
instead on processes that work but could be your organization. The more that employees can see the
improved through automation. benefits of automation over perceived potential threats,
the faster they’ll embrace it. Learn more about how
to get early buy-in from your teams in this interactive
e-book: The automation architect’s handbook.
24
The benefits of
Red Hat Ansible
Automation Platform
partnerships
25
What does this mean?
You have less work to do when finding and assembling the With an Ansible Automation Platform subscription, you
different roles and modules you require. Plus, Ansible Content have full access to Ansible automation hub, which has
Collections are released and maintained independently of the more than 100 certified content collections, comprising
main product versions, allowing for a faster release cadence more than 40,000 modules curated for consistent and
for content. compliant delivery.
100 certified
collections 40k modules
• Amazon • Microsoft
• Arista • Datadog
• Aruba • Dynatrace
• Cisco • Splunk
• Dell • VMWare
• Fortinet • and many more
• Google
• IBM Red Hat works collaboratively with partners, including
those who offer monitoring and observability tools,
to advance event-driven automation solutions.
Event-Driven Ansible begins with a certified content
collection that often includes Event-Driven Ansible
plug-ins and rulebooks for organizations to use. This
includes partner-developed content that can help
Explore Red Hat Ansible Certified Content. jumpstart new event-driven automation projects.
26
Strategies for
automation adoption
27
This transition isn’t always an easy sell.
The good news is you’re not alone, Learn about the ROI, efficiencies,
and there are many resources and other benefits that customers
are realizing with Ansible Automation
available with strategies and tips Platform in this IDC whitepaper.
to help you gain buy-in across
your organization:
Read Tales from the field: A system
administrator’s guide to IT automation,
a compilation of short real-world stories
that outline the excitement, frustrations,
successes, and challenges of incorporating
a holistic IT automation mindset into
organizations and teams across the globe.
28
Dig into this article, “By the numbers: Getting
your team on board with IT automation,” to
find great tips and statistics about growing
automation within your organization.
29
How to get started
Want to learn more about Ansible
Automation Platform?
We can help.
Choose the path that’s right for you. Download an Ansible Automation
Platform 60-day trial subscription
that includes Event-Driven Ansible
and access to Ansible Lightspeed.
Connect with Red Hat Consulting
and accelerate your time to Download now
value through a complimentary
automation discovery session.
Red Hat Experts will work side by side with you
to identify your business goals and challenges
so they can provide an automation approach
that best fits your needs.
Get started
Also, consider Ansible Automation Platform Talk to Red Hat Technical Account
training like the Red Hat Ansible Automation Management teams to help you open up
Platform Boot Camp to accelerate your skills collaboration with other teams, receive
as you expand your automation use. Not sure operational guidance, and take the next
where to start? Find your place on the Red Hat step in your automation journey.
Ansible Automation Platform skills path.
31
About Red Hat
Red Hat is the world's leading provider of enterprise open source software solutions, using a community-powered approach to deliver reliable and high-performing
Linux, hybrid cloud, container, and Kubernetes technologies. Red Hat helps customers integrate new and existing IT applications, develop cloud-native applications,
standardize on our industry-leading operating system, and automate, secure, and manage complex environments. Award-winning support, training, and consulting
services make Red Hat a trusted adviser to the Fortune 500. As a strategic partner to cloud providers, system integrators, application vendors, customers, and open
source communities, Red Hat can help organizations prepare for the digital future.
Copyright © 2024 Red Hat, Inc. Red Hat, the Red Hat logo, and Ansible are trademarks or registered trademarks of Red Hat, Inc. or its subsidiaries in the United States
and other countries. Linux® is the registered trademark of Linus Torvalds in the U.S. and other countries.