Advanced Ansible Patterns#

As infrastructure grows from a handful of servers to hundreds or thousands, Ansible patterns that worked at small scale become bottlenecks. Playbooks that were simple and readable at 10 hosts become tangled at 100. Roles that were self-contained become duplicated across teams. This framework helps you decide which advanced patterns to adopt and when.

Roles vs Collections#

Roles and collections both organize Ansible content, but they serve different purposes and operate at different scales.

The Manual-to-Automated Progression#

Not every runbook should be automated, and automation does not happen in a single jump. The progression builds confidence at each stage.

Level 0 – Tribal Knowledge: The procedure exists only in someone’s head. Invisible risk.

Level 1 – Documented Runbook: Step-by-step instructions a human follows, including commands, expected outputs, and decision points. Every runbook starts here.

Level 2 – Scripted Runbook: Manual steps encoded in a script that a human triggers and monitors. The script handles tedious parts; the human handles judgment calls.

Building Machine Images with Packer#

Machine images (AMIs, Azure Managed Images, GCP Images) are the foundation of immutable infrastructure. Instead of provisioning a base OS and configuring it at boot, you build a pre-configured image and launch instances from it. Packer automates this process: it launches a temporary instance, runs provisioners to configure it, creates an image from the result, and destroys the temporary instance.

This operational sequence walks through building, testing, and managing machine images with Packer from template creation through CI/CD integration.

Cloud Migration Strategies#

A company does not “migrate to the cloud” – it migrates dozens or hundreds of applications, each with different characteristics, dependencies, and risk profiles. The 7 Rs framework provides vocabulary for per-workload decisions, but selecting the right R requires understanding the application, its dependencies, and the organization’s tolerance for change.

The 7 Rs#

Rehost (Lift and Shift)#

Move the application to cloud infrastructure with minimal changes. A VM on-premises becomes an EC2 instance. OS, application code, and configuration remain the same.

Standard Role Directory Structure#

An Ansible role is a directory with a fixed layout. Each subdirectory serves a specific purpose:

roles/
  webserver/
    tasks/
      main.yml          # Entry point — task list
    handlers/
      main.yml          # Service restart/reload triggers
    templates/
      nginx.conf.j2     # Jinja2 templates
    files/
      index.html        # Static files copied as-is
    vars/
      main.yml          # Internal variables (high precedence)
    defaults/
      main.yml          # Default variables (low precedence, meant to be overridden)
    meta/
      main.yml          # Role metadata, dependencies

Generate a skeleton with: