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Setting up a Windows Host
=========================
This document discusses the setup that is required before Ansible can communicate with a Microsoft Windows host.
.. contents:: Topics
Host Requirements
`````````````````
For Ansible to communicate to a Windows host and use Windows modules, the
Windows host must meet the following requirements:
* Ansible's supported Windows versions generally match those under current
and extended support from Microsoft. Supported desktop OSs include
Windows 7, 8.1, and 10, and supported server OSs are Windows Server 2008,
2008 R2, 2012, 2012 R2, and 2016.
* Ansible requires PowerShell 3.0 or newer and at least .NET 4.0 to be
installed on the Windows host.
* A WinRM listener should be created and activated. More details for this can be
found below.
.. Note:: While these are the base requirements for Ansible connectivity, some Ansible
modules have additional requirements, such as a newer OS or PowerShell
version. Please consult the module's documentation page
to determine whether a host meets those requirements.
Upgrading PowerShell and .NET Framework
---------------------------------------
Ansible requires PowerShell version 3.0 and .NET Framework 4.0 or newer to function on older operating systems like Server 2008 and Windows 7. The base image does not meet this
requirement. You can use the `Upgrade-PowerShell.ps1 <https://github.com/jborean93/ansible-windows/blob/master/scripts/Upgrade-PowerShell.ps1>`_ script to update these.
This is an example of how to run this script from PowerShell:
.. code-block:: powershell
$url = "https://raw.githubusercontent.com/jborean93/ansible-windows/master/scripts/Upgrade-PowerShell.ps1"
$file = "$env:TEMP\Upgrade-PowerShell.ps1"
$username = "Administrator"
$password = "Password"
(New-Object -TypeName System.Net.WebClient).DownloadFile($url, $file)
Set-ExecutionPolicy -ExecutionPolicy Unrestricted -Force
# version can be 3.0, 4.0 or 5.1
&$file -Version 5.1 -Username $username -Password $password -Verbose
Once completed, you will need to remove auto logon
and set the execution policy back to the default of ``Restricted``. You can
do this with the following PowerShell commands:
.. code-block:: powershell
# this isn't needed but is a good security practice to complete
Set-ExecutionPolicy -ExecutionPolicy Restricted -Force
$reg_winlogon_path = "HKLM:\Software\Microsoft\Windows NT\CurrentVersion\Winlogon"
Set-ItemProperty -Path $reg_winlogon_path -Name AutoAdminLogon -Value 0
Remove-ItemProperty -Path $reg_winlogon_path -Name DefaultUserName -ErrorAction SilentlyContinue
Remove-ItemProperty -Path $reg_winlogon_path -Name DefaultPassword -ErrorAction SilentlyContinue
The script works by checking to see what programs need to be installed
(such as .NET Framework 4.5.2) and what PowerShell version is required. If a reboot
is required and the ``username`` and ``password`` parameters are set, the
script will automatically reboot and logon when it comes back up from the
reboot. The script will continue until no more actions are required and the
PowerShell version matches the target version. If the ``username`` and
``password`` parameters are not set, the script will prompt the user to
manually reboot and logon when required. When the user is next logged in, the
script will continue where it left off and the process continues until no more
actions are required.
.. Note:: If running on Server 2008, then SP2 must be installed. If running on
Server 2008 R2 or Windows 7, then SP1 must be installed.
.. Note:: Windows Server 2008 can only install PowerShell 3.0; specifying a
newer version will result in the script failing.
.. Note:: The ``username`` and ``password`` parameters are stored in plain text
in the registry. Make sure the cleanup commands are run after the script finishes
to ensure no credentials are still stored on the host.
WinRM Memory Hotfix
-------------------
When running on PowerShell v3.0, there is a bug with the WinRM service that
limits the amount of memory available to WinRM. Without this hotfix installed,
Ansible will fail to execute certain commands on the Windows host. These
hotfixes should installed as part of the system bootstapping or
imaging process. The script `Install-WMF3Hotfix.ps1 <https://github.com/jborean93/ansible-windows/blob/master/scripts/Install-WMF3Hotfix.ps1>`_ can be used to install the hotfix on affected hosts.
The following PowerShell command will install the hotfix:
.. code-block:: powershell
$url = "https://raw.githubusercontent.com/jborean93/ansible-windows/master/scripts/Install-WMF3Hotfix.ps1"
$file = "$env:SystemDrive\temp\Install-WMF3Hotfix.ps1"
(New-Object -TypeName System.Net.WebClient).DownloadFile($url, $file)
powershell.exe -ExecutionPolicy ByPass -File $file -Verbose
WinRM Setup
```````````
Once Powershell has been upgraded to at least version 3.0, the final step is for the
WinRM service to be configured so that Ansible can connect to it. There are two
main components of the WinRM service that governs how Ansible can interface with
the Windows host: the ``listener`` and the ``service`` configuration settings.
Details about each component can be read below, but the script
`ConfigureRemotingForAnsible.ps1 <https://github.com/ansible/ansible/blob/devel/examples/scripts/ConfigureRemotingForAnsible.ps1>`_
can be used to set up the basics. This script sets up both HTTP and HTTPS
listeners with a self-signed certificate and enables the ``Basic``
authentication option on the service.
To use this script, run the following in PowerShell:
.. code-block:: powershell
$url = "https://raw.githubusercontent.com/ansible/ansible/devel/examples/scripts/ConfigureRemotingForAnsible.ps1"
$file = "$env:SystemDrive\temp\ConfigureRemotingForAnsible.ps1"
(New-Object -TypeName System.Net.WebClient).DownloadFile($url, $file)
powershell.exe -ExecutionPolicy ByPass -File $file
There are different switches and parameters (like ``-EnableCredSSP`` and
``-ForceNewSSLCert``) that can be set alongside this script. The documentation
for these options are located at the top of the script itself.
.. Note:: The ConfigureRemotingForAnsible.ps1 script is intended for training and
development purposes only and should not be used in a
production environment, since it enables settings (like ``Basic`` authentication)
that can be inherently insecure.
WinRM Listener
--------------
The WinRM services listens for requests on one or more ports. Each of these ports must have a
listener created and configured.
To view the current listeners that are running on the WinRM service, run the
following command::
winrm enumerate winrm/config/Listener
This will output something like the following::
Listener
Address = *
Transport = HTTP
Port = 5985
Hostname
Enabled = true
URLPrefix = wsman
CertificateThumbprint
ListeningOn = 10.0.2.15, 127.0.0.1, 192.168.56.155, ::1, fe80::5efe:10.0.2.15%6, fe80::5efe:192.168.56.155%8, fe80::
ffff:ffff:fffe%2, fe80::203d:7d97:c2ed:ec78%3, fe80::e8ea:d765:2c69:7756%7
Listener
Address = *
Transport = HTTPS
Port = 5986
Hostname = SERVER2016
Enabled = true
URLPrefix = wsman
CertificateThumbprint = E6CDAA82EEAF2ECE8546E05DB7F3E01AA47D76CE
ListeningOn = 10.0.2.15, 127.0.0.1, 192.168.56.155, ::1, fe80::5efe:10.0.2.15%6, fe80::5efe:192.168.56.155%8, fe80::
ffff:ffff:fffe%2, fe80::203d:7d97:c2ed:ec78%3, fe80::e8ea:d765:2c69:7756%7
In the example above there are two listeners activated; one is listening on
port 5985 over HTTP and the other is listening on port 5986 over HTTPS. Some of
the key options that are useful to understand are:
* ``Transport``: Whether the listener is run over HTTP or HTTPS, it is
recommended to use a listener over HTTPS as the data is encrypted without
any further changes required.
* ``Port``: The port the listener runs on, by default it is ``5985`` for HTTP
and ``5986`` for HTTPS. This port can be changed to whatever is required and
corresponds to the host var ``ansible_port``.
* ``URLPrefix``: The URL prefix to listen on, by default it is ``wsman``. If
this is changed, the host var ``ansible_winrm_path`` must be set to the same
value.
* ``CertificateThumbprint``: If running over an HTTPS listener, this is the
thumbprint of the certificate in the Windows Certificate Store that is used
in the connection. To get the details of the certificate itself, run this
command with the relevant certificate thumbprint in PowerShell:
.. code-block:: powershell
$thumbprint = "E6CDAA82EEAF2ECE8546E05DB7F3E01AA47D76CE"
Get-ChildItem -Path cert:\LocalMachine\My -Recurse | Where-Object { $_.Thumbprint -eq $thumbprint } | Select-Object *
Setup WinRM Listener
++++++++++++++++++++
There are three ways to set up a WinRM listener:
* Using ``winrm quickconfig`` for HTTP or
``winrm quickconfig -transport:https`` for HTTPS. This is the easiest option
to use when running outside of a domain environment and a simple listener is
required. Unlike the other options, this process also has the added benefit of
opening up the Firewall for the ports required and starts the WinRM service.
* Using Group Policy Objects. This is the best way to create a listener when the
host is a member of a domain because the configuration is done automatically
without any user input. For more information on group policy objects, see the
`Group Policy Objects documentation <https://msdn.microsoft.com/en-us/library/aa374162(v=vs.85).aspx>`_.
* Using PowerShell to create the listener with a specific configuration. This
can be done by running the following PowerShell commands:
.. code-block:: powershell
$selector_set = @{
Address = "*"
Transport = "HTTPS"
}
$value_set = @{
CertificateThumbprint = "E6CDAA82EEAF2ECE8546E05DB7F3E01AA47D76CE"
}
New-WSManInstance -ResourceURI "winrm/config/Listener" -SelectorSet $selector_set -ValueSet $value_set
To see the other options with this PowerShell cmdlet, see
`New-WSManInstance <https://docs.microsoft.com/en-us/powershell/module/microsoft.wsman.management/new-wsmaninstance?view=powershell-5.1>`_.
.. Note:: When creating an HTTPS listener, an existing certificate needs to be
created and stored in the ``LocalMachine\My`` certificate store. Without a
certificate being present in this store, most commands will fail.
Delete WinRM Listener
+++++++++++++++++++++
To remove a WinRM listener:
.. code-block:: powershell
# remove all listeners
Remove-Item -Path WSMan:\localhost\Listener\* -Recurse -Force
# only remove listeners that are run over HTTPS
Get-ChildItem -Path WSMan:\localhost\Listener | Where-Object { $_.Keys -contains "Transport=HTTPS" } | Remove-Item -Recurse -Force
.. Note:: The ``Keys`` object is an array of strings, so it can contain different
values. By default it contains a key for ``Transport=`` and ``Address=``
which correspond to the values from winrm enumerate winrm/config/Listeners.
WinRM Service Options
---------------------
There are a number of options that can be set to control the behavior of the WinRM service component,
including authentication options and memory settings.
To get an output of the current service configuration options, run the
following command::
winrm get winrm/config/Service
winrm get winrm/config/Winrs
This will output something like the following::
Service
RootSDDL = O:NSG:BAD:P(A;;GA;;;BA)(A;;GR;;;IU)S:P(AU;FA;GA;;;WD)(AU;SA;GXGW;;;WD)
MaxConcurrentOperations = 4294967295
MaxConcurrentOperationsPerUser = 1500
EnumerationTimeoutms = 240000
MaxConnections = 300
MaxPacketRetrievalTimeSeconds = 120
AllowUnencrypted = false
Auth
Basic = true
Kerberos = true
Negotiate = true
Certificate = true
CredSSP = true
CbtHardeningLevel = Relaxed
DefaultPorts
HTTP = 5985
HTTPS = 5986
IPv4Filter = *
IPv6Filter = *
EnableCompatibilityHttpListener = false
EnableCompatibilityHttpsListener = false
CertificateThumbprint
AllowRemoteAccess = true
Winrs
AllowRemoteShellAccess = true
IdleTimeout = 7200000
MaxConcurrentUsers = 2147483647
MaxShellRunTime = 2147483647
MaxProcessesPerShell = 2147483647
MaxMemoryPerShellMB = 2147483647
MaxShellsPerUser = 2147483647
While many of these options should rarely be changed, a few can easily impact
the operations over WinRM and are useful to understand. Some of the important
options are:
* ``Service\AllowUnencrypted``: This option defines whether WinRM will allow
traffic that is run over HTTP without message encryption. Message level
encryption is only supported when ``ansible_winrm_transport`` is ``ntlm``,
``kerberos`` or ``credssp``. By default this is ``false`` and should only be
set to ``true`` when debugging WinRM messages.
* ``Service\Auth\*``: These flags define what authentication
options are allowed with the WinRM service. By default, ``Negotiate (NTLM)``
and ``Kerberos`` are enabled.
* ``Service\Auth\CbtHardeningLevel``: Specifies whether channel binding tokens are
not verified (None), verified but not required (Relaxed), or verified and
required (Strict). CBT is only used when connecting with NTLM or Kerberos
over HTTPS. The downstream libraries that Ansible currently uses only support
passing the CBT with NTLM authentication. Using Kerberos with
``CbtHardeningLevel = Strict`` will result in a ``404`` error.
* ``Service\CertificateThumbprint``: This is the thumbprint of the certificate
used to encrypt the TLS channel used with CredSSP authentication. By default
this is empty; a self-signed certificate is generated when the WinRM service
starts and is used in the TLS process.
* ``Winrs\MaxShellRunTime``: This is the maximum time, in milliseconds, that a
remote command is allowed to execute.
* ``Winrs\MaxMemoryPerShellMB``: This is the maximum amount of memory allocated
per shell, including the shell's child processes.
To modify a setting under the ``Service`` key in PowerShell, the following
command can be used:
.. code-block:: powershell
# substitute {path} with the path to the option after winrm/config/Service
Set-Item -Path WSMan:\localhost\Service\{path} -Value "value here"
# for example, to change Service\Auth\CbtHardeningLevel run
Set-Item -Path WSMan:\localhost\Service\Auth\CbtHardeningLevel -Value Strict
To modify a setting under the ``Winrs`` key in PowerShell, the following
command can be used:
.. code-block:: powershell
# substitute {path} with the path to the option after winrm/config/Winrs
Set-Item -Path WSMan:\localhost\Shell\{path} -Value "value here"
# for example, to change Winrs\MaxShellRunTime run
Set-Item -Path WSMan:\localhost\Shell\MaxShellRunTime -Value 2147483647
.. Note:: If running in a domain environment, some of these options are set by
GPO and cannot be changed on the host itself. When a key has been
configured with GPO, it contains the text ``[Source="GPO"]`` next to the value.
Common WinRM Issues
-------------------
Because WinRM has a wide range of configuration options, it can be difficult
to setup and configure. Because of this complexity, issues that are shown by Ansible
could in fact be issues with the host setup instead.
One easy way to determine whether a problem is a host issue is to
run the following command from another Windows host to connect to the
target Windows host::
# test out HTTP
winrs -r:http://server:5985/wsman -u:Username -p:Password ipconfig
# test out HTTPS (will fail if the cert is not verifiable)
winrs -r:http://server:5985/wsman -u:Username -p:Password -ssl ipconfig
# test out HTTPS, ignoring certificate verification
$username = "Username"
$password = ConvertTo-SecureString -String "Password" -AsPlainText -Force
$cred = New-Object -TypeName System.Management.Automation.PSCredential -ArgumentList $username, $password
$session_option = New-PSSessionOption -SkipCACheck -SkipCNCheck -SkipRevocationCheck
Invoke-Command -ComputerName server -UseSSL -ScriptBlock { ipconfig } -Credential $cred -SessionOption $session_option
If this fails, the issue is probably related to the WinRM setup. If it works, the issue may not be related to the WinRM setup; please continue reading for more troubleshooting suggestions.
HTTP 401/Credentials Rejected
+++++++++++++++++++++++++++++
A HTTP 401 error indicates the authentication process failed during the initial
connection. Some things to check for this are:
* Verify that the credentials are correct and set properly in your inventory with
``ansible_user`` and ``ansible_password``
* Ensure that the user is a member of the local Administrators group or has been explicitly
granted access (a connection test with the ``winrs`` command can be used to
rule this out).
* Make sure that the authentication option set by ``ansible_winrm_transport`` is enabled under
``Service\Auth\*``
* If running over HTTP and not HTTPS, use ``ntlm``, ``kerberos`` or ``credssp``
with ``ansible_winrm_message_encryption: auto`` to enable message encryption.
If using another authentication option or if the installed pywinrm version cannot be
upgraded, the ``Service\AllowUnencrypted`` can be set to ``true`` but this is
only recommended for troubleshooting
* Ensure the downstream packages ``pywinrm``, ``requests-ntlm``,
``requests-kerberos``, and/or ``requests-credssp`` are up to date using ``pip``.
* If using Kerberos authentication, ensure that ``Service\Auth\CbtHardeningLevel`` is
not set to ``Strict``.
* When using Basic or Certificate authentication, make sure that the user is a local account and
not a domain account. Domain accounts do not work with Basic and Certificate
authentication.
HTTP 500 Error
++++++++++++++
These indicate an error has occured with the WinRM service. Some things
to check for include:
* Verify that the number of current open shells has not exceeded either
``WinRsMaxShellsPerUser`` or any of the other Winrs quotas haven't been
exceeded.
Timeout Errors
+++++++++++++++
These usually indicate an error with the network connection where
Ansible is unable to reach the host. Some things to check for include:
* Make sure the firewall is not set to block the configured WinRM listener ports
* Ensure that a WinRM listener is enabled on the port and path set by the host vars
* Ensure that the ``winrm`` service is running on the Windows host and configured for
automatic start
Connection Refused Errors
+++++++++++++++++++++++++
These usually indicate an error when trying to communicate with the
WinRM service on the host. Some things to check for:
* Ensure that the WinRM service is up and running on the host. Use
``(Get-Service -Name winrm).Status`` to get the status of the service.
* Check that the host firewall is allowing traffic over the WinRM port. By default
this is ``5985`` for HTTP and ``5986`` for HTTPS.
Sometimes an installer may restart the WinRM or HTTP service and cause this error. The
best way to deal with this is to use ``win_psexec`` from another
Windows host.
.. seealso::
:doc:`index`
The documentation index
:doc:`playbooks`
An introduction to playbooks
:doc:`playbooks_best_practices`
Best practices advice
`List of Windows Modules <http://docs.ansible.com/list_of_windows_modules.html>`_
Windows specific module list, all implemented in PowerShell
`User Mailing List <http://groups.google.com/group/ansible-project>`_
Have a question? Stop by the google group!
`irc.freenode.net <http://irc.freenode.net>`_
#ansible IRC chat channel