đ Executive Summary
TL;DR: Managing critical infrastructure like firewall rules and server inventories in Excel poses significant risks due to lack of version control, audit trails, and data stagnation. The solution involves moving towards professional DevOps tools and practices, starting with Git for basic versioning and progressing to Infrastructure as Code (IaC) tools like Ansible or dynamic discovery via cloud APIs for scalable, auditable, and automated systems.
đŻ Key Takeaways
- Using spreadsheets for infrastructure management creates operational risk by lacking version control, audit trails, and promoting data stagnation and manual toil.
- A pragmatic first step to improve infrastructure tracking is to store structured data (e.g., CSV) in a Git repository to gain versioning, an audit trail, and enable peer review via Pull Requests.
- For permanent solutions, adopt Configuration Management tools like Ansible to define desired state, or leverage cloud provider APIs with disciplined tagging for dynamic inventory discovery in ephemeral, cloud-native environments.
Stop managing your infrastructure with spreadsheets. Learn why this common practice is a huge risk and discover the professional DevOps tools and methods you should be using for a scalable, auditable, and automated system.
I Found Our Production Firewall Rules in an Excel File, and I Nearly Had a Heart Attack
Iâm not kidding. A few years back at a previous gig, I was trying to debug a weird network connectivity issue between our new microservice and the legacy prod-db-01 cluster. After an hour of chasing my tail, I asked a senior network admin where I could find the definitive list of firewall rules. He pointed me to a network share: S:\IT\Network\firewall\_rules\_MASTER\_v3\_final\_USE\_THIS\_ONE.xlsx. My blood ran cold. The single source of truth for our entire production security posture was a spreadsheet with no version history, no audit trail, and a filename that screamed âdangerâ. That was the day I started my crusade against running infrastructure on Excel.
I see this question pop up on forums like Reddit all the time: âWhat else could I be doing in Excel?â People are using it to track servers, manage IP addresses, list user permissions, and even store secrets. And I get it. Excel is familiar, itâs installed everywhere, and it feels like a quick way to get organized. But youâre building a house of cards on a shaky foundation. Youâre one accidental âdeleteâ key press away from a major outage.
The Real Problem: Spreadsheets Arenât Databases
The core issue is that weâre using a tool designed for financial modeling and data analysis to manage critical, stateful infrastructure information. This approach is fundamentally flawed for a few key reasons:
-
No Version Control: Who changed the IP for
qa-web-app-03? When? Why? With an Excel file, youâll never know. - No Audit Trail: In a post-breach analysis, being able to prove who had access and who made changes is non-negotiable for compliance and security. A spreadsheet offers you none of that.
- Data Stagnation: The data is stale the second you save the file. The server you just documented might have been deprovisioned by an autoscaling group two minutes later.
- It Encourages Manual Toil: Every time you need to update something, youâre manually opening a file, finding a row, and typing. This is slow, tedious, and incredibly error-prone.
Youâre not just creating technical debt; youâre creating operational risk. Itâs time to move up the maturity ladder. Hereâs how we do it.
The Path Forward: From Spreadsheets to Sanity
Getting your team off the âExcel as a CMDBâ train isnât a single step, itâs a journey. Iâm not going to tell you to boil the ocean and implement a million-dollar system overnight. Letâs be realistic. Here are three pragmatic steps you can take, from a quick fix to a permanent solution.
Solution 1: The Quick Fix (Get it in Git)
If you do nothing else, do this. The immediate goal is to get versioning and an audit trail. Take the data from your spreadsheet and save it as a structured text fileâlike a CSV (Comma-Separated Values) or a Markdown tableâand commit it to a Git repository.
Yes, itâs still a flat file. Yes, it can still get out of date. But now, every single change is captured in a commit. You have a history. You can see who changed what and when. You can even use Pull Requests to have a review process before changes are merged.
# Filename: server_inventory.csv
hostname,ip_address,environment,os,owner
prod-api-gateway-01,10.1.5.10,production,Ubuntu 22.04,team-alpha
prod-api-gateway-02,10.1.5.11,production,Ubuntu 22.04,team-alpha
staging-db-01,10.2.8.50,staging,Ubuntu 20.04,team-bravo
Pro Tip: This is a âhackyâ but incredibly effective first step. It introduces the concepts of version control and peer review to your operations team without requiring them to learn a whole new, complex system. Itâs the perfect stepping stone.
Solution 2: The Permanent Fix (Use the Right Tool)
The next level of maturity is to stop documenting what you have and start defining what you want. This is the world of Configuration Management and Infrastructure as Code (IaC). Instead of a CSV, your source of truth becomes a definition file that a tool can use to actually build and configure your environment.
For configuration management, a tool like Ansible is perfect. Its inventory file is human-readable (INI or YAML format) and lets you group hosts and assign variables. Itâs not just a list; itâs an actionable inventory.
# Filename: inventory.ini
[webservers]
prod-api-gateway-01 ansible_host=10.1.5.10
prod-api-gateway-02 ansible_host=10.1.5.11
[databases]
staging-db-01 ansible_host=10.2.8.50
[ubuntu:children]
webservers
databases
This inventory file can now be used to run commands, deploy applications, and enforce state across your entire fleet. The file becomes the âdesired stateâ of your world.
Solution 3: The âCloud-Nativeâ Option (Donât Track, Discover)
This is the holy grail. In a dynamic cloud environment, servers are cattle, not pets. They come and they go. A static inventory file, even in Git, is a foolâs errand. The ultimate source of truth is the cloud providerâs API itself.
Instead of maintaining a list, you generate it dynamically when you need it. This relies on a disciplined tagging strategy. For example, if you need to patch all production web servers, you donât look up a list. You ask your cloud provider, âGive me all instances tagged with Environment=Production and Role=WebServer.â
Hereâs how youâd do that with the AWS CLI:
aws ec2 describe-instances \
--filters "Name=tag:Environment,Values=production" "Name=tag:Role,Values=webserver" \
--query "Reservations[*].Instances[*].[PrivateIpAddress, InstanceId]" \
--output text
Tools like Ansible and Terraform have âdynamic inventoryâ scripts that do exactly this. There is no list to maintain. The source of truth is reality. This eliminates data drift entirely.
Warning: This approach only works if your team is absolutely religious about tagging resources correctly. A sloppy tagging strategy makes dynamic discovery useless. Garbage in, garbage out.
Which Path is Right for You?
Hereâs a quick breakdown to help you decide where to start.
| Solution | Effort | Benefit | Best For |
|---|---|---|---|
| 1. Get it in Git | Low | Medium (Auditability) | Immediate improvement for any team stuck on network shares. |
| 2. Use IaC/CM Tools | Medium | High (Automation) | Teams ready to move from manual changes to automated configuration. |
| 3. Dynamic Discovery | High (Requires Discipline) | Very High (Scalability) | Cloud-native teams with ephemeral infrastructure. |
So, the next time you feel the urge to open Excel to âjust quickly track something,â stop. Think about the risk youâre introducing. Take that first step, even if itâs just a simple git commit. Your future self, trying to debug an outage at 3 AM, will thank you.
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