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Mark Santiago
Mark Santiago

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Automated Server Provisioning: A DevOps Framework for Enterprise Scale

🧭 Business Goal

Reduce server provisioning time and configuration errors by 75% for enterprise IT teams — enabling rapid scaling of cloud infrastructure while maintaining compliance, consistency, and reliability across more than 10,000 nodes.


🔍 Problem Identification & Scope

Pain Points

  • Manual provisioning required over 2 hours per machine (OS install, package setup, security configuration).
  • Configuration drift led to production outages (e.g., mismatched firewall rules).
  • Audit failures occurred due to undocumented or manual changes.

Objective

Automate server provisioning and enforce standardized configurations using version-controlled YAML playbooks, ensuring repeatable, compliant infrastructure across all environments.


⚙️ Technical Implementation Phases

Phase 1: Configuration Standardization

YAML Template Design

Configurations were modularized into reusable roles for maintainability.

# web-server.yml
roles:
  - common:  
      packages: [nginx, nodejs]  
      firewall:  
        ports: [80, 443]
  - security:  
      users:
        - name: admin  
          sudo: true  
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✅ Validation

Schema checks via yamllint and custom Python scripts ensured structural integrity of YAML playbooks.


🗂️ Version Control

  • infra-configs: Main repository for YAML playbooks.
  • env-specific branches: Separate branches for dev, stage, and prod environments.
    • Example: The dev branch allows SSH access from a wider range of IPs for testing.

⚙️ Phase 2: Ansible Automation Development

Playbook Design

Idempotent Tasks:

Ensured repeatable and predictable execution for:

  • Installing packages
  • Managing users
  • Deploying TLS certificates

Modular Roles:

Example: A logging role deployed Fluentd and integrated with AWS CloudWatch.

Error Handling:

  • Retries for transient failures (e.g., package repository timeouts).
  • Slack notifications for critical task failures.

Dynamic Inventory

  • AWS EC2 Integration: Automatically discovered instances via tags (e.g., env:prod).
  • Custom On-Prem Mapping: Python scripts mapped YAML configurations to local IP ranges.

🚀 Phase 3: CI/CD Pipeline Integration

Jenkins Workflow

Triggers:

  • Git webhooks on main branch commits
  • Scheduled daily compliance runs

Pipeline Stages:

  1. Lint YAML files
  2. Dry-run Ansible playbooks
  3. Deploy to dev and stage servers
  4. Manual approval gate for prod

Rollback Mechanism:

If a production deployment fails, Jenkins automatically triggers a Git revert and reapplies the last stable configuration.


🧩 Phase 4: Deployment & Validation

Target Environments

  • Cloud (AWS/GCP): Auto-scaling groups execute Ansible during instance launch.
  • On-Prem: PXE boot + Kickstart files trigger Ansible post-OS installation.

Compliance Checks

InSpec was used to validate post-deployment configurations.

Example:

describe port(22) do  
  its('addresses') { should include '10.0.0.0/8' }  
end  
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This ensured that all deployed servers adhered to defined security and compliance policies.


📈 Phase 5: Monitoring & Reporting

Dashboards

  • Grafana: Visualized server setup time and playbook success rates.
  • Splunk: Audited Ansible logs to detect unauthorized or manual changes.

Alerting

  • Prometheus: Triggered alerts when configuration drift was detected (e.g., unexpected package versions).

🧰 Tech Stack

Category Tools
Automation Ansible, Python
CI/CD Jenkins, Git
Monitoring Prometheus, Grafana, InSpec
Cloud AWS EC2, CloudWatch

📊 Results & Impact

Metric Manual Process Automated Tool
Setup Time/Server 2.3 hours 0.5 hours (-78%)
Configuration Errors 12% of servers 0.8%
Audit Pass Rate 65% 98%
  • Cost Savings: $420K/year in reduced labor for a 5,000-server fleet.
  • Scalability: Deployed 1,000+ identical development servers in 8 hours during a cloud migration.

💡 Lessons Learned

Idempotency Matters

Every Ansible task must be repeatable without unintended side effects (e.g., appending to files multiple times).

Git Hygiene

Enforced pull request reviews for all YAML changes to protect production stability.

Cultural Adoption

Empowering teams to own playbooks fostered accountability and faster iteration cycles.

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