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Harsh Mishra
Harsh Mishra

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Ansible Tasks: Complete guide for Beginners

Ansible Tasks: Complete Guide

Tasks are the building blocks of Ansible automation. They define specific actions that Ansible should perform on managed nodes, such as installing software, modifying files, or starting services. Tasks are organized into playbooks or roles, enabling automation of complex workflows.

This guide explores Ansible tasks in detail, from the basics to advanced features, providing everything you need to master them.


1. What Are Tasks in Ansible?

Ansible tasks are individual units of work that execute a specific action using an Ansible module. Tasks are defined in YAML syntax within playbooks, roles, or include files.

Key Features of Tasks

  • Declarative: Tasks describe the desired state rather than how to achieve it.
  • Idempotent: Tasks ensure that the desired state is maintained without making unnecessary changes.
  • Flexible: Tasks can use variables, conditions, loops, and more for dynamic behavior.

2. Anatomy of a Task

A typical task has the following structure:

- name: <Description of the task>
  module_name:
    option1: value1
    option2: value2
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Components

  1. name (Optional): A human-readable description of the task.
  2. module_name: The Ansible module to execute.
  3. Module Options: Parameters passed to the module.

Example:

- name: Install Nginx
  apt:
    name: nginx
    state: present
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3. Common Options in Tasks

3.1 name

The name field provides a description of the task for better readability in playbook execution output.

Example:

- name: Ensure Nginx is installed
  apt:
    name: nginx
    state: present
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3.2 register

The register keyword stores the output of a task in a variable for later use.

Example:

- name: Check Nginx status
  command: systemctl status nginx
  register: nginx_status
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3.3 when

The when keyword allows conditional execution of tasks based on variables or facts.

Example:

- name: Install Apache on Debian systems
  apt:
    name: apache2
    state: present
  when: ansible_os_family == "Debian"
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3.4 become

The become keyword allows privilege escalation for tasks that require root or higher permissions.

Example:

- name: Update system packages
  apt:
    upgrade: dist
  become: yes
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3.5 with_items

Loops are executed using with_items or newer loop syntax.

Example:

- name: Install multiple packages
  apt:
    name: "{{ item }}"
    state: present
  with_items:
    - nginx
    - curl
    - git
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4. Running Tasks in Playbooks

Tasks are defined under the tasks section in a playbook.

Example Playbook:

---
- name: Configure webserver
  hosts: webservers
  become: yes
  tasks:
    - name: Install Nginx
      apt:
        name: nginx
        state: present

    - name: Ensure Nginx is started
      service:
        name: nginx
        state: started
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Run the playbook:

ansible-playbook webserver.yml
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5. Advanced Task Features

5.1 Tags

Tags allow selective execution of tasks. Tasks are marked with tags and executed using the --tags option.

Example:

- name: Install Nginx
  apt:
    name: nginx
    state: present
  tags: 
    - install

- name: Start Nginx
  service:
    name: nginx
    state: started
  tags: 
    - configure
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Run specific tags:

ansible-playbook playbook.yml --tags install
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5.2 Handlers

Handlers are special tasks triggered by notifications when other tasks make changes.

Example:

- name: Copy Nginx config
  copy:
    src: nginx.conf
    dest: /etc/nginx/nginx.conf
  notify:
    - Restart Nginx

handlers:
  - name: Restart Nginx
    service:
      name: nginx
      state: restarted
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5.3 Loops

Loops repeat tasks over a list of items.

Using with_items:

- name: Create multiple users
  user:
    name: "{{ item }}"
    state: present
  with_items:
    - user1
    - user2
    - user3
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Using loop:

- name: Install packages
  apt:
    name: "{{ item }}"
    state: present
  loop:
    - nginx
    - git
    - curl
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5.4 Conditional Tasks

The when keyword allows tasks to run only if a condition is true.

Example:

- name: Install Apache on Debian
  apt:
    name: apache2
    state: present
  when: ansible_os_family == "Debian"
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5.5 Delegation

Tasks can be delegated to a different host using delegate_to.

Example:

- name: Run a command on a specific host
  command: uptime
  delegate_to: management-server
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5.6 Blocks

Blocks group tasks together for common error handling or conditional execution.

Example:

- block:
    - name: Install Nginx
      apt:
        name: nginx
        state: present

    - name: Configure Nginx
      copy:
        src: nginx.conf
        dest: /etc/nginx/nginx.conf

  rescue:
    - name: Rollback
      command: rm -rf /etc/nginx
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6. Using Variables in Tasks

Tasks can use variables defined in the inventory, playbook, or external files.

Example:

- name: Install a package
  apt:
    name: "{{ package_name }}"
    state: present
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In the inventory:

[webservers]
host1 ansible_host=192.168.1.10 package_name=nginx
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7. Debugging and Testing Tasks

7.1 Debug Module

The debug module prints variables or messages for debugging.

Example:

- name: Print variable value
  debug:
    var: ansible_os_family
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7.2 Dry Run

Use --check to perform a dry run of the playbook.

Example:

ansible-playbook playbook.yml --check
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8. Best Practices for Tasks

  1. Use name for Clarity: Always include a name for tasks to describe their purpose.
  2. Leverage Modules: Use Ansible modules instead of raw commands for better idempotency.
  3. Avoid Hardcoding: Use variables and templates to make tasks dynamic.
  4. Use Handlers: Trigger handlers for service restarts or similar actions.
  5. Test Incrementally: Test individual tasks using tags or by limiting target hosts.
  6. Use Conditionals Sparingly: Avoid excessive use of when to keep tasks simple and readable.

9. Example: Complete Playbook with Tasks

---
- name: Set up a web server
  hosts: webservers
  become: yes

  vars:
    nginx_port: 80
    nginx_user: www-data

  tasks:
    - name: Update package cache
      apt:
        update_cache: yes

    - name: Install Nginx
      apt:
        name: nginx
        state: present

    - name: Copy Nginx config
      template:
        src: nginx.conf.j2
        dest: /etc/nginx/nginx.conf
      notify:
        - Restart Nginx

    - name: Open firewall port
      ufw:
        rule: allow
        port: "{{ nginx_port }}"
        proto: tcp

  handlers:
    - name: Restart Nginx
      service:
        name: nginx
        state: restarted
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10. Conclusion

Ansible tasks are at the core of automating system configurations. By mastering tasks, you can effectively:

  • Perform specific actions on managed nodes.
  • Use variables, loops, and conditions for dynamic behavior.
  • Organize tasks efficiently in playbooks and roles.

Key Takeaways

  • Tasks are idempotent and declarative.
  • Use modules for robust automation.
  • Leverage features like loops, handlers, and conditionals to enhance functionality.

Understanding tasks is essential to becoming proficient in Ansible, as they form the foundation of all automation workflows.

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