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configuring_bolt.md

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Configuring Bolt

Bolt has many options and features that can be configured to suit your project's needs. In general, Bolt configuration falls into four categories:

  • Bolt behavior: Configure how Bolt itself runs, such as the format to use when displaying output or how many threads to use when connecting to targets.

  • Projects: Configure the Bolt project that you are running Bolt in, such as the path to an inventory file or the path to a Hiera configuration file.

  • Transports: Configure the transports that Bolt uses to connect to targets, such as the path to a private key when using SSH or the port to connect to when using WinRM.

  • Inventory data: Group and configure the targets that you connect to and run commands on with Bolt.

You can configure Bolt's options and features at a project level, a user level, or a system-wide level. At the project level, you set Bolt configuration in the bolt-project.yaml and inventory.yaml files. At the user and system-wide levels, set your configuration in the bolt-defaults.yaml file. Unless your use case requires setting user-specific or system-wide configurations, configure Bolt at the project level.

Type of Configuration inventory.yaml bolt-project.yaml bolt-defaults.yaml
Bolt behavior
Projects
Transports
Inventory data
Configuration level project project user, system-wide

Project-level configuration

Most of the time, you'll only need to set configuration at the project level. You can set all configurable options in Bolt at the project level, and any options you set within a project only apply to that project.

Bolt loads project-level configuration files from the root of your Bolt project directory. If it can't find a project directory, Bolt uses the default project directory: ~/.puppetlabs/bolt/.

Set project-level configuration in these files:

  • For Bolt configuration, use bolt-project.yaml.
  • For inventory configuration, use inventory.yaml.

bolt-project.yaml

Filepath: <PROJECT DIRECTORY>/bolt-project.yaml

The project configuration file supports options that configure how Bolt behaves, such as how many threads it can use when running commands on targets. You can also use bolt-project.yaml to configure different components of the project, such as a list of plans and tasks that are visible to the user. Any directory containing a bolt-project.yaml file is automatically considered a Project directory.

You can view a full list of the available options in bolt-project.yaml options.

inventory.yaml

Filepath: <PROJECT DIRECTORY>/inventory.yaml

The inventory file is a structured data file that contains groups of targets that you can run Bolt commands on, as well as configuration for the transports used to connect to the targets. Most projects include an inventory file.

Inventory configuration can be set at multiple levels in an inventory file under a config option. You can set the following options under config:

  • transport
  • docker
  • local
  • pcp
  • remote
  • ssh
  • winrm

You can view a full list of the available options in inventory.yaml fields.

User-level configuration

Use this level to set configuration that should apply to all projects for a particular user. Options that you might set at the user-level include paths to private keys, credentials for a plugin, or default inventory configuration that is common to all of your projects. You can set most configurable options in Bolt at the user level.

To set configuration at the user level, use a bolt-defaults.yaml file. This file does not allow you to set project-specific configuration, such as the modulepath, and is less likely to lead to errors where Bolt loads content from another project.

bolt-defaults.yaml

Filepath: ~/.puppetlabs/etc/bolt/bolt-defaults.yaml

The defaults configuration file supports most of Bolt's configuration options, with the exception of options that are project-specific such as modules and modulepath.

You can view a full list of the available options in bolt-defaults.yaml options.

System-wide configuration

Use this level to set configuration that applies to all users and all projects. This might include configuration for connecting to an organization's Forge proxy, the number of threads Bolt should use when connecting to targets, or setting credentials for connecting to PuppetDB. You can set most configurable Bolt options at the system level.

To set configuration at the user level, use a bolt-defaults.yaml file. This file does not allow you to set project-specific configuration, such as the modulepath, and is less likely to lead to errors where content from another project is loaded.

bolt-defaults.yaml

*nix Filepath: /etc/puppetlabs/bolt/bolt-defaults.yaml

Windows Filepath: %PROGRAMDATA%\PuppetLabs\bolt\etc\bolt-defaults.yaml

The defaults configuration file supports most of Bolt's configuration options, with the exception of options that are project-specific such as modulepath.

You can view a full list of the available options in bolt-defaults.yaml options.

Configuration precedence

Bolt uses the following precedence when interpolating configuration settings, from highest precedence to lowest:

  • Configuration specifications from the target's URI. For example, ssh://user:password@hostname:port.
  • Plan function options that modify configuration, such as _run_as.
  • Inventory file configuration options.
  • Command-line options that modify configuration.
  • Options from the project-level configuration file, bolt-project.yaml.
  • Options from the user-level configuration file, ~/.puppetlabs/etc/bolt/bolt-defaults.yaml.
  • Options from the system-wide configuration file, /etc/puppetlabs/bolt/bolt-defaults.yaml.
  • SSH configuration file options. For example, ~/.ssh/config.

Merge strategy

When merging configurations, Bolt's strategy is to shallow merge any options that accept hashes and to overwrite any options that do not accept hashes. There are a few exceptions to this strategy:

Transport configuration merge strategy

Transport configuration is deep merged.

For example, given this SSH configuration in an inventory file:

# ~/.puppetlabs/bolt/inventory.yaml
config:
  ssh:
    user: bolt
    password: bolt
    host-key-check: false

And this this SSH configuration in a user configuration file:

# ~/.puppetlabs/etc/bolt/bolt-defaults.yaml
inventory-config:
  ssh:
    user: puppet
    password: puppet
    private-key: ~/path/to/key/id_rsa

The merged Bolt configuration would look like this:

ssh:
  user: bolt
  password: bolt
  host-key-check: false
  private-key: ~/path/to/key/id_rsa

Plugin configuration merge strategy

The plugins option accepts a hash where each key is the name of a plugin and its value is a hash of configuration options for the plugin. When merging configurations, the configuration for individual plugins is shallow merged.

Note: If a plugin is configured in one file, but is not configured in a file with a higher precedence, the configuration for the plugin will still be present in the merged configuration.

For example, given this plugin configuration in a project configuration file:

# ~/.puppetlabs/bolt/bolt-project.yaml
plugins:
  vault:
    auth:
      method: userpass
      user: bolt
      pass: bolt

And this plugin configuration in a system-wide configuration file:

# /etc/puppetlabs/bolt/bolt-defaults.yaml
plugins:
  aws_inventory:
    credentials: /etc/aws/credentials
  vault:
    server_url: http://example.com
    auth:
      method: token
      token: xxxx-xxxx-xxxx-xxxx

The merged Bolt configuration would look like this:

plugins:
  aws_inventory:
    credentials: /etc/aws/credentials
  vault:
    server_url: 'http://example.com'
    auth:
      method: userpass
      user: bolt
      pass: bolt

disable-warnings merge strategy

The disable-warnings option accepts an array where each item in the array is the ID of a warning to suppress. When merging configurations, the array from each configuration layer is combined into a single array that includes all of the warning IDs.

For example, given this configuration in a project configuration file:

# ~/.puppetlabs/bolt/bolt-project.yaml
disable-warnings:
  - apples

And this plugin configuration in a system-wide configuration file:

# /etc/puppetlabs/bolt/bolt-defaults.yaml
disable-warnings:
  - oranges

The merged Bolt configuration would look like this:

disable-warnings:
  - apples
  - oranges

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