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Terraform_Essentials_Summarized_Notes

Infrastructure as Code (IaC) is a method for managing computing infrastructure through machine-readable configuration files, promoting automation, consistency, and version control. Terraform, an open-source IaC tool by HashiCorp, allows users to define and provision infrastructure using a declarative language and supports multiple cloud providers. Key features of Terraform include multi-cloud support, state management, and the ability to import existing resources, while Terraform Cloud enhances collaboration and automation for teams managing infrastructure as code.

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0% found this document useful (0 votes)
2 views

Terraform_Essentials_Summarized_Notes

Infrastructure as Code (IaC) is a method for managing computing infrastructure through machine-readable configuration files, promoting automation, consistency, and version control. Terraform, an open-source IaC tool by HashiCorp, allows users to define and provision infrastructure using a declarative language and supports multiple cloud providers. Key features of Terraform include multi-cloud support, state management, and the ability to import existing resources, while Terraform Cloud enhances collaboration and automation for teams managing infrastructure as code.

Uploaded by

T Sanjeev
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What is Infrastructure as Code (IaC)?

Infrastructure as Code (IaC) is the practice of managing and provisioning computing


infrastructure through machine-readable configuration files, rather than through physical
hardware configuration or interactive configuration tools. It enables automation, consistency,
and version control for infrastructure management.

Advantages of IaC:

1. Consistency and Repeatability: IaC scripts ensure consistent environments and


prevent configuration drift.
2. Automation and Efficiency: Automates the deployment process, reducing manual
intervention and errors.
3. Version Control: Allows tracking of infrastructure changes through version control
systems like Git.
4. Scalability: Easily scalable as the code can be reused and adjusted for different
environments.
5. Cost-Effective: Reduces costs by minimizing the manual overhead and optimizing
resource utilization.

What is Terraform?

Terraform is an open-source IaC tool developed by HashiCorp that allows users to define and
provision infrastructure using a declarative configuration language called HashiCorp
Configuration Language (HCL). It supports a wide variety of cloud providers, including
AWS, Azure, Google Cloud, and many others.

Terraform vs. Other IaC Tools:

1. Terraform vs. CloudFormation: While AWS CloudFormation is tightly integrated


with AWS, Terraform supports multiple cloud providers and offers more flexibility
and modularity.
2. Terraform vs. Ansible: Ansible is primarily configuration management, whereas
Terraform focuses on infrastructure provisioning and management.
3. Terraform vs. Pulumi: Pulumi uses general-purpose programming languages for
infrastructure, while Terraform uses HCL, which is more domain-specific and
designed for infrastructure as code.
4. Terraform vs. Chef/Puppet: Chef and Puppet are primarily used for configuration
management and application deployment, whereas Terraform is designed specifically
for infrastructure automation.

Features of Terraform:

1. Multi-Cloud Support: Works across multiple cloud providers and on-premises data
centers.
2. State Management: Keeps track of the infrastructure state, enabling drift detection
and safe updates.
3. Resource Graph: Automatically determines the dependency graph of resources,
ensuring proper order of operations.
4. Plan and Apply: The plan feature previews changes before applying, reducing errors
and enhancing control.
5. Modules: Supports reusability of configurations through modules, promoting
organized and modular infrastructure code.

Common Terraform Commands:

6. terraform init: Initializes a working directory containing Terraform configuration


files.
7. terraform plan: Creates an execution plan, showing what actions Terraform will
perform.
8. terraform apply: Applies the changes required to reach the desired state of the
configuration.
9. terraform destroy: Destroys the infrastructure managed by Terraform.
10. terraform validate: Validates the configuration files for syntax correctness.
11. terraform fmt: Formats the configuration files to the standard style.
12. terraform show: Shows the current state or a saved plan file.

Terraform Variables:

Terraform variables allow dynamic input into configurations, making them flexible and
reusable.

13. Types of Variables:


1. Input Variables: Used to customize configurations without altering the code.
2. Environment Variables: Used to set Terraform CLI behavior.
3. Output Variables: Display information to the user and provide outputs to
other configurations.

Terraform Providers:

Providers are plugins that enable Terraform to interact with APIs of various cloud platforms,
SaaS providers, and on-premises infrastructure.

1. Examples:
1. AWS Provider: Manages AWS resources.
2. Azure Provider: Manages Azure resources.
3. Google Provider: Manages Google Cloud resources.
2. Functionality: Providers configure resources such as VMs, networking, storage, and
more.

Terraform Local Values:

Local values are temporary, named values that can help simplify Terraform configurations by
reducing repeated logic.

1. Usage: Defined within a locals block.


2. Example:
locals {
instance_count = var.default_count + 1
}

3. Purpose: Simplifies complex expressions and helps organize code.

Terraform Functions:

Terraform provides built-in functions to transform and manipulate data, simplifying


configurations.

1. Examples:
1. concat(): Combines multiple lists.
2. lookup(): Fetches values from maps.
3. length(): Returns the length of a list or string.
4. join(): Joins list items into a single string.
2. Usage: Functions are used within expressions in resources, variables, outputs, and
locals.

Terraform Data Sources:

Data sources allow you to fetch or reference external data that can be used within your
Terraform configurations without creating or modifying the data.

1. Purpose: Use existing infrastructure data like cloud resources, account information,
or external services.
2. Example:

data "aws_ami" "latest" {


most_recent = true
owners = ["self"]
filter {
name = "name"
values = ["my-ami-*"]
}
}

3. Use Cases: Reference external resources, fetch state information, or import


configurations.
Terraform State Management Overview

State Management

1. Terraform uses a state file (terraform.tfstate) to keep track of infrastructure


resources.
1. The state file is critical for mapping Terraform configurations to actual
resources in cloud providers.
2. It maintains metadata, resource attributes, and the current state of the
infrastructure.

Local State Management

2. Default Behavior: Stores the state file locally on your machine.


1. Example: The state file is saved as terraform.tfstate in the current
working directory.
3. Suitable for Small Teams or Individual Use:
1. Simple setup without additional configuration.
4. Risks:
1. State file loss, corruption, or conflicts when multiple users access it.

Why Remote State Management?

5. Collaboration: Allows multiple team members to work on the same infrastructure


using shared state.
6. Consistency: A single source of truth ensures that the state file accurately reflects the
infrastructure.
7. Security: Sensitive data (like keys and passwords) can be managed securely with
encryption and access controls.
8. Locking: Prevents simultaneous modifications, reducing errors and conflicts.

Remote Backends

14. Definition: Backends define where and how the Terraform state is stored.
15. Common Remote Backends:
1. AWS S3, Azure Blob Storage, Google Cloud Storage, HashiCorp Consul,
Terraform Cloud, etc.
16. Features:
1. State file locking, encryption, access control, and versioning.

Commands and Example for Remote State Management

Configure a Remote Backend (e.g., AWS S3)

2. Add the backend configuration in your Terraform file (main.tf):

terraform {
backend "s3" {
bucket = "my-terraform-state-bucket"
key = "path/to/my/statefile.tfstate"
region = "us-west-2"
}

State Locking in Terraform

17. What is State Locking?


1. State locking is a feature that prevents multiple users or processes from
making concurrent changes to the Terraform state file.
2. Locking ensures that only one operation (e.g., apply, plan, or destroy) can
modify the state at a time, which helps avoid conflicts and potential state
corruption.
18. How Does State Locking Work?
1. When a Terraform operation that modifies state is initiated, Terraform
attempts to acquire a lock.
2. If a lock is acquired, other Terraform operations must wait until the lock is
released.
3. Once the operation completes or is interrupted, the lock is released, allowing
other processes to proceed.
19. Remote Backends Supporting State Locking:
1. Most remote backends, like AWS S3 with DynamoDB, Google Cloud
Storage, Azure Blob Storage, Consul, and Terraform Cloud, support state
locking.
2. Locking is automatically handled when configured correctly.
20. Troubleshooting Locks:
1. Use terraform force-unlock <LOCK_ID> to manually unlock a state file if
a lock is stuck or not released properly.

Terraform Import Overview

What is Terraform Import?

9. terraform import is a command used to bring existing infrastructure resources into


Terraform management.
10. It allows Terraform to import an existing resource from a provider (like AWS, Azure,
or Google Cloud) into the state file without creating or modifying it.
11. The imported resource appears as if it was always managed by Terraform, enabling
management and changes using Terraform commands.

Why Use Terraform Import?

1. Infrastructure as Code (IaC): Migrate manually managed resources into Terraform


to manage them using code.
2. Consistency: Maintain consistent configuration and state management for all
resources.
3. State Synchronization: Ensure that existing resources are represented accurately in
the Terraform state file.
How Terraform Import Works

4. Specify the Resource: Identify the resource type and the target address in your
Terraform configuration.
5. Import to State File: The resource is imported into the state file, not directly into the
.tf configuration files.
6. Manual Configuration: After importing, manually define the resource in your .tf
files to maintain consistency between state and configuration.

Limitations of Terraform Import

7. Current State Only: Imports the current state of resources but does not generate
configuration details (arguments and settings).
8. Manual Addition Required: Requires manual addition of the resource configuration
in .tf files post-import to maintain consistency.
9. Data Sources Not Importable: Cannot import data sources or resources that are
purely data-based.

Common Use Cases

10. Migrating Existing Resources: Bring unmanaged cloud resources under Terraform
management.
11. Consistency in State: Align unmanaged resources with Terraform’s state for
consistent IaC.
12. Rebuilding State: Rebuild Terraform state after accidental state loss or corruption.

Example of Terraform Import

Scenario: Import an existing AWS EC2 instance into Terraform management.

1. Step 1: Define the Resource in Configuration


1. Before importing, you create a placeholder resource in the .tf file:

resource "aws_instance" "example" {


# Configuration will be added after import
}

2. Step 2: Identify the Resource and Run the Import Command


1. Use the terraform import command to import the AWS EC2 instance into
Terraform state. You need the instance ID (i-0123456789abcdef0) and the
resource address (aws_instance.example).

terraform import aws_instance.example i-0123456789abcdef0

3. Step 3: Update the Configuration File


1. After importing, update the .tf file with the actual configuration to match the
current state of the instance:

resource "aws_instance" "example" {


ami = "ami-0c55b159cbfafe1f0"
instance_type = "t2.micro"
tags = {
Name = "ImportedInstance"
}
}

4. Step 4: Verify the Import


1. Use terraform plan to compare the configuration with the state and ensure
everything is synchronized:

terraform plan

Commands Explained

1. terraform import aws_instance.example i-0123456789abcdef0:


1. This command imports the specified EC2 instance (i-0123456789abcdef0)
into the Terraform state as aws_instance.example.
2. terraform plan:
1. Compares the imported state with the current configuration. If there are
discrepancies, Terraform will suggest actions.
What is a Terraform Module?

A Terraform module is a container for multiple resources that are used together. It is
essentially a reusable piece of Terraform code that defines a specific set of infrastructure
resources in a modular way, allowing you to package, reuse, and share infrastructure
configurations across different projects.

Why Use Terraform Modules?

1. Reusability: Modules allow you to encapsulate commonly used configurations and


reuse them in different environments, reducing redundancy.
2. Maintainability: By organizing code into smaller, reusable modules, it's easier to
maintain and update the infrastructure code.
3. Consistency: Modules help enforce best practices and maintain consistency across
multiple environments by reusing standardized configurations.
4. Scalability: By breaking down complex infrastructure into manageable parts, you can
scale your configuration management efficiently.
5. Abstraction: Modules abstract the complexity of low-level details, making
infrastructure management simpler and more intuitive.

Advantages of Terraform Modules

1. Improved Collaboration: Modules can be shared among teams, enabling


collaboration and reducing development time.
2. Version Control: Modules can be versioned and stored in repositories, ensuring you
use the correct version for your environment.
3. Error Reduction: Reusing validated modules reduces the risk of configuration errors.
4. Simplified Management: Modules simplify management by allowing changes to be
made centrally and propagated consistently.

What is Terraform Cloud?

Terraform Cloud is a SaaS platform by HashiCorp that provides a collaborative environment


for managing Terraform workflows, allowing teams to work on infrastructure as code (IaC)
with shared state management, policy enforcement, and automation capabilities. It extends
the capabilities of Terraform CLI, focusing on team collaboration and operational efficiency.

Features of Terraform Cloud

5. Remote State Management: Stores and locks Terraform state files remotely to
prevent conflicts during concurrent runs.
6. VCS Integration: Integrates with version control systems (e.g., GitHub, GitLab,
Bitbucket) for automated workflows triggered by code changes.
7. Collaborative Workflows: Provides tools for team collaboration, such as
workspaces, to manage environments and roles-based access controls.
8. Policy as Code: Enforces organizational policies through Sentinel, allowing
governance over Terraform operations.
9. Run Management: Automates and manages Terraform runs, including plan, apply,
and cost estimation steps.
10. Private Module Registry: Hosts and shares private modules across teams, enhancing
collaboration.
11. Cost Estimation: Provides cost estimation before applying changes to the
infrastructure, helping teams manage expenses.
12. Notifications and Monitoring: Sends alerts and notifications about the state of
Terraform runs, ensuring transparency and operational awareness.

Differences Between Terraform Cloud and Terraform Core

13. Platform vs. CLI: Terraform Core is the CLI tool used for managing infrastructure as
code locally, while Terraform Cloud is a SaaS offering that centralizes and enhances
these capabilities with team collaboration, state management, and automation.
14. State Management: Terraform Cloud manages state remotely with locking and
permissions, while Terraform Core manages state files locally unless configured to
use remote backends.
15. Automation: Terraform Cloud automates runs, approvals, and integrations with other
services, whereas Terraform Core relies on manual command execution.
16. Team Collaboration: Terraform Cloud focuses on enhancing team workflows, with
role-based access and permissions, while Terraform Core is primarily a local tool with
no built-in collaboration features.
17. Policy Enforcement: Terraform Cloud includes governance tools (Sentinel), which
are not available in Terraform Core, providing additional compliance and security
controls.

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