Step-by-Step Tutorial: Getting Started with Terraform Cloud

 



Introduction to Terraform Cloud

Terraform is an open-source infrastructure as code (IaC) tool created by HashiCorp. It allows developers and system administrators to define and manage infrastructure in a declarative manner, meaning they can describe the desired state of their infrastructure rather than writing procedural code to create it.

Getting Started with Terraform Cloud

Creating a Terraform Cloud Account:

  • Go to the Terraform Cloud website (https://app.terraform.io/) and click on the “Sign Up” button in the top right corner.

  • You will be prompted to enter your email address and select a password for your account. Click on “Sign Up” to continue.

  • Next, you will be asked to verify your email address by clicking on a link sent to your email.

  • Once your email is verified, you will be asked to enter your personal and organizational information, such as name, job title, and company. You can choose to skip this step if you prefer.

  • Finally, you will be prompted to review and accept the Terms of Service and Privacy Policy before creating your account.

  • Click on “Create Account” and you will be taken to your Terraform Cloud dashboard.

Setting up a Workspace in Terraform Cloud:

  • Once you have logged into your Terraform Cloud account, click on the “New Workspace” button on your dashboard.

  • You will be asked to select the version control system (VCS) you want to use. This can be GitHub, GitLab, Bitbucket, or any other supported VCS.

  • Next, you will be prompted to select the repository you want to connect to your workspace.

  • You can choose to add a description and specify the branch that you want to use for your workspace. If you want to keep your code in a private repository, make sure to check the “Private” box.

  • You can also specify the advanced options, such as which Terraform CLI version to use and the Terraform configuration file location.

  • Click on “Create Workspace” to finish setting up your workspace.

Version Control Integrations:

Terraform Cloud offers integrations with popular version control systems, such as GitHub, GitLab, and Bitbucket. These integrations allow you to automatically trigger runs of your Terraform code whenever changes are made to your code repository.

Connecting a VCS Repository:

  • To connect a VCS repository, go to your Terraform Cloud dashboard and click on the “New Workspace” button.

  • Choose the version control system you want to use and select the repository you want to connect to your workspace.

  • Make sure to check the “Private” box if your code is in a private repository.

  • Click on “Create Workspace” to connect your VCS repository to your workspace.

  • You can now edit your code through your VCS repository as usual, and Terraform Cloud will automatically trigger runs of your code whenever changes are made.

Congratulations, you have now successfully set up a Terraform Cloud account, created a workspace, and connected a VCS repository. You can now start using Terraform Cloud to manage your infrastructure as code efficiently.

Writing Infrastructure Code

Terraform Configuration Files:

Terraform configuration files are the main way to define infrastructure in Terraform. These files are written in a human-readable, declarative language that describes the desired state of the infrastructure. Each Terraform configuration file has the `.tf` extension and contains the necessary code to create, update, and manage resources on a cloud provider.

A Terraform configuration file consists of three main sections: providers, resources, and variables.

Providers:

The provider section is used to define the cloud platform or service that will be used to create resources. It contains information about the cloud provider, such as the API endpoint, credentials, and access keys. Terraform has built-in providers for major cloud providers such as AWS, Azure, and Google Cloud Platform, but it also supports many other providers through its plugin system.

Example:

```terraform
provider "aws" {
region = "us-east-1"
access_key = "<ACCESS_KEY>"
secret_key = "<SECRET_KEY>"
}
```

In this example, the `aws` provider is defined, with the `region` specified as `us-east-1` and the access and secret keys provided for authentication.

Resources:

The resource section is where the actual infrastructure resources are defined. Resources are the components of the infrastructure that need to be managed, such as virtual machines, databases, network configurations, and monitoring services. Each resource is identified by a unique name and is associated with a provider.

Example:

```terraform
resource "aws_instance" "examplevm" {
ami = "ami-0ff8a91507f77f867"
instance_type = "t2.micro"
}
```

In this example, an EC2 instance is defined using the `aws_instance` resource and given the name `examplevm`. The `ami` and `instance_type` parameters are specified to define the type of instance that will be created.

Variables:

Variables in Terraform are used to define values that can be reused throughout the configuration files. Variables can be defined globally or locally within a resource block. They are useful for creating reusable code and keeping sensitive information, such as credentials, separate from the main configuration files.

Example:

```terraform
variable "aws_access_key" {}

provider "aws" {
region = "us-east-1"
access_key = var.aws_access_key
secret_key = "<SECRET_KEY>"
}
```

In this example, a variable named `aws_access_key` is defined, and the corresponding value is provided during execution. This makes it easier to maintain and update sensitive information without having to change the main configuration file.

Using Terraform Variables in the Code:

Variables can be used in the code by referencing them using the `var` keyword followed by the variable name. They can be used in any section of the configuration file where an input is required, such as the provider or resource section.

Example:

```terraform
resource "aws_instance" "examplevm" {
ami = "ami-0ff8a91507f77f867"
instance_type = var.instance_type
}
```

In this example, the `instance_type` variable is used in the resource section to define the type of instance that will be created.

Creating a Simple Terraform Configuration to Create Resources in a Cloud Provider:

For this demo, we will create a simple Terraform configuration file to provision an AWS EC2 instance.

  • Create a new directory for your Terraform project and create a file named `main.tf` inside it.

  • Add the provider section to the `main.tf` file to specify the AWS region and access keys:

 ```terraform
provider "aws" {
region = "us-east-1"
access_key = "<ACCESS_KEY>"
secret_key = "<SECRET_KEY>"
}
```

3. Define the resource for the EC2 instance:

 ```terraform
resource "aws_instance" "ec2_server" {
ami = "ami-0ff8a91507f77f867"
instance_type = "t2.micro"
}
```

Collaborating and Managing Infrastructure

Terraform Cloud is a collaboration platform that allows teams to easily collaborate on infrastructure code using Terraform. It provides a secure environment for managing infrastructure, automating workflows, and monitoring infrastructure changes. Terraform Cloud offers several features to support collaboration and teamwork, including access control, workspace permissions, and the ability to invite team members to collaborate on infrastructure code.

Access Control:

Terraform Cloud offers granular access control to ensure that team members have the appropriate level of access to the infrastructure code. The Account Owner, usually the team administrator, has the highest level of access and can manage all aspects of the organization, including creating and managing teams, assigning permissions, and configuring policies.

Workspace Permissions:

In Terraform Cloud, workspaces are used to organize infrastructure code and allow multiple teams to collaborate on different projects. Owners of a workspace can invite team members to collaborate on infrastructure code by granting them specific permissions. These permissions include:

  • Read-only: Team members with this permission can only view the infrastructure code in the workspace.

  • Plan: Team members with this permission can view and plan changes to the infrastructure code, but cannot apply them.

  • Apply: Team members with this permission can plan and apply changes to the infrastructure code.

  • Management: Team members with this permission have full control over the workspace, including the ability to add and remove other team members.

Inviting Team Members:

To invite team members to collaborate on infrastructure code, the workspace owner can invite them through the Terraform Cloud UI. They can also use the Terraform Cloud API to programmatically invite team members. Team members will receive an email invitation with a link to join the workspace. Once they accept the invitation, they will have the specified permissions to work on the infrastructure code within the workspace.

Terraform Cloud Run Environment:

Terraform Cloud provides a run environment where infrastructure code can be executed and managed. The run environment is where Terraform plans and applies changes to infrastructure. It also stores Terraform state, allowing for tracking and versioning of infrastructure changes.

Managing Runs:

Terraform Cloud offers tools to manage runs and monitor infrastructure changes. Team members can view the status of runs, including any errors or warnings. They can also cancel and re-run runs if needed. The run history allows team members to track changes, review the output, and troubleshoot any issues that may arise.

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