Installation Guide

Before beginning your installation, check the System Requirements for Automate.

See Airgapped Installation for installing Chef Automate to a host with no inbound or outbound internet traffic.

Obtain Chef Automate installation and admin tool

curl https://packages.chef.io/files/current/latest/chef-automate-cli/chef-automate_linux_amd64.zip | gunzip - > chef-automate && chmod +x chef-automate

Put the chef-automate command line tool in a directory that is in your $PATH.

Create default configuration

sudo chef-automate init-config

This will create a config.toml file with default values that should allow you to proceed, or you can edit it to specify desired FQDN, login name, and so on.

See Configuring Chef Automate for more information on configuration settings.

Deploy Chef Automate

sudo chef-automate deploy config.toml

Deployment takes a few minutes. The first step is accepting the terms of service in the command line, after which the installer performs a series of pre-flight checks; any unsuccessful checks have information for resolving issues or skipping the check. Run the deploy command again, after resolving any pre-flight issues.

At the end of the deployment process you will see:

Deploy complete

The deployment process writes login credentials to the automate-credentials.toml in your current working directory.

Open Chef Automate

Navigate to https://<chef-automate-fqdn> in a browser and log in to Chef Automate with the credentials provided in automate-credentials.toml. Once you log in, Chef Automate prompts you for a license.

When your Chef Automate instance is equipped with internet connectivity, you can get a 60-day trial license from there. Alternatively, a license obtained by other means can be applied.

Configure Data Collection

To send data from your Chef Server or Chef Clients to Chef Automate 2, the process is the same as Chef Automate 1. See “Configure Data Collection” for more information.

Upgrades

By default, Chef Automate will automatically upgrade to the latest version available. These updates can be taken safely, as we’ve committed to ensuring the stability of the upgrade process - automatic updates will never introduce breaking changes.

Release Channels

The Chef Automate upgrade process makes use of release channels to allow greater control over the automatic upgrades applied to your system. Chef Automate will always pull from the latest release within its specified release channel. We’re initially shipping with the default current channel, but additional channels will be introduced in the future.

To change the release channel that is used for upgrades, modify the channel setting in your config.toml file:

channel = "current"

Disable Automatic Upgrades

You can disable automatic upgrades by modifying the upgrade_strategy setting in your config.toml file:

upgrade_strategy = "none"

To manually initiate an upgrade, run

chef-automate upgrade run

This command upgrades Chef Automate to the latest version available from your release channel.

Common Problems

If you are unable to open Chef Automate, check that the config.toml contains the public DNS as the FQDN.

# This is a default Chef Automate configuration file. You can run
# 'chef-automate deploy' with this config file and it should
# successfully create a new Chef Automate instance with default settings.

[global.v1]
# The external fully qualified domain name.
# When the application is deployed you should be able to access 'https://<fqdn>/'
# to login.
fqdn = "<_Public DNS_name>"

Once you correct and save the FQDN, run

sudo chef-automate config patch config.toml

and retry opening Chef Automate in your browser.