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This file holds "in progress" release notes for the current release under development and is intended for consumption by the Chef Documentation team. Please see https://docs.chef.io/release_notes.html for the official Chef release notes.

Chef Client Release Notes 13.0:

Rubygems provider sources behavior changed.

The behavior of gem_package and chef_gem is now to always apply the Chef::Config[:rubygems_uri] sources, which may be a String uri or an Array of Strings. If additional sources are put on the resource with the source property those are added to the configured :rubygems_uri sources.

This should enable easier setup of rubygems mirrors particularly in "airgapped" environments through the use of the global config variable. It also means that an admin may force all rubygems.org traffic to an internal mirror, while still being able to consume external cookbooks which have resources which add other mirrors unchanged (in a non-airgapped environment).

In the case where a resource must force the use of only the specified source(s), then the include_default_source property has been added -- setting it to false will remove the Chef::Config[:rubygems_url] setting from the list of sources for that resource.

The behavior of the clear_sources property is now to only add --clear-sources and has no magic side effects on the source options.

Ruby version upgraded to 2.4.1

We've upgraded to the latest stable release of the Ruby programming language. See the Ruby 2.4.0 Release Notes for an overview of what's new in the language.

Resource can now declare a default name

The core apt_update resource can now be declared without any name argument, no need for apt_update "this string doesn't matter but why do i have to type it?".

This can be used by any other resource by just overriding the name property and supplying a default:

  property :name, String, default: ""

Notifications to resources with empty strings as their name is also supported via either the bare resource name (apt_update -- matches what the user types in the DSL) or with empty brackets (apt_update[] -- matches the resource notification pattern).

The knife ssh command applies the same fuzzifier as knife search node

A bare name to knife search node will search for the name in tags, roles, fqdn, addresses, policy_name or policy_group fields and will match when given partial strings (available since Chef 11). The knife ssh search term has been similarly extended so that the search API matches in both cases. The node search fuzzifier has also been extracted out to a fuzz option to Chef::Search::Query for re-use elsewhere.

Cookbook root aliases

Rather than attributes/default.rb, cookbooks can now use attributes.rb in the root of the cookbook. Similarly for a single default recipe, cookbooks can use recipe.rb in the root of the cookbook.

knife ssh can now connect to gateways with ssh key authentication

The new gateway_identity_file option allows the operator to specify the key to access ssh gateways with.

Windows Task resource added

The windows_task resource has been ported from the windows cookbook, and many bugs have been fixed.

Solaris SMF services can now been started recursively

It is now possible to load Solaris services recursively, by ensuring the new options property of the service resource contains -r.

It's now possible to blacklist node attributes

This is the inverse of the pre-existing whitelisting functionality.

The guard interpreter for powershell_script is Powershell, again

When writing not_if or only_if statements, by default we now run those statements using powershell, rather than forcing the user to set guard_interpreter each time.

Zypper GPG checks by default

Zypper now defaults to performing gpg checks of packages.

The InSpec gem is now shipped by default

The inspec and train gems are shipped by default in the chef omnibus package, making it easier for users in airgapped environments to use InSpec.

Backwards Compatibility Breaks

Resource Cloning has been removed

When Chef compiles resources, it will no longer attempt to merge the properties of previously compiled resources with the same name and type in to the new resource. See the deprecation page for further information.

It is an error to specify both default and name_property on a property

Chef 12 made this work by picking the first option it found, but it was always an error and has now been disallowed.

The path property of the execute resource has been removed

It was never implemented in the provider, so it was always a no-op to use it, the remediation is to simply delete it.

Using the command property on any script resource (including bash, etc) is now a hard error

This was always a usage mistake. The command property was used internally by the script resource and was not intended to be exposed to users. Users should use the code property instead (or use the command property on an execute resource to execute a single command).

Omitting the code property on any script resource (including bash, etc) is now a hard error

It is possible that this was being used as a no-op resource, but the log resource is a better choice for that until we get a null resource added. Omitting the code property or mixing up the code property with the command property are also common usage mistakes that we need to catch and error on.

The chef_gem resource defaults to not run at compile time

The compile_time true flag may still be used to force compile time.

The Chef::Config[:chef_gem_compile_time] config option has been removed

In order to for community cookbooks to behave consistently across all users this optional flag has been removed.

The supports[:manage_home] and supports[:non_unique] API has been removed from all user providers

The remediation is to set the manage_home and non_unique properties directly.

Using relative paths in the creates property of an execute resource with specifying a cwd is now a hard error

Without a declared cwd the relative path was (most likely?) relative to wherever chef-client happened to be invoked which is not deterministic or easy to intuit behavior.

Chef::PolicyBuilder::ExpandNodeObject#load_node has been removed

This change is most likely to only affect internals of tooling like chefspec if it affects anything at all.

PolicyFile failback to create non-policyfile nodes on Chef Server < 12.3 has been removed

PolicyFile users on Chef-13 should be using Chef Server 12.3 or higher.

Cookbooks with self dependencies are no longer allowed

The remediation is removing the self-dependency depends line in the metadata.

Removed supports API from Chef::Resource

Retained only for the service resource (where it makes some sense) and for the mount resource.

Removed retrying of non-StandardError exceptions for Chef::Resource

Exceptions not decending from StandardError (e.g. LoadError, SecurityError, SystemExit) will no longer trigger a retry if they are raised during the executiong of a resources with a non-zero retries setting.

Removed deprecated method_missing access from the Chef::Node object

Previously, the syntax node.foo.bar could be used to mean node["foo"]["bar"], but this API had sharp edges where methods collided with the core ruby Object class (e.g. node.class) and where it collided with our own ability to extend the Chef::Node API. This method access has been deprecated for some time, and has been removed in Chef-13.

Changed declare_resource API

Dropped the create_if_missing parameter that was immediately supplanted by the edit_resource API (most likely nobody ever used this) and converted the created_at parameter from an optional positional parameter to a named parameter. These changes are unlikely to affect any cookbook code.

Node deep-duping fixes

The node.to_hash/node.to_h and node.dup APIs have been fixed so that they correctly deep-dup the node data structure including every string value. This results in a mutable copy of the immutable merged node structure. This is correct behavior, but is now more expensive and may break some poor code (which would have been buggy and difficult to follow code with odd side effects before).

For example:

node.default["foo"] = "fizz"
n = node.to_hash   # or node.dup
n["foo"] << "buzz"

before this would have mutated the original string in-place so that node["foo"] and node.default["foo"] would have changed to "fizzbuzz" while now they remain "fizz" and only the mutable n["foo"] copy is changed to "fizzbuzz".

Freezing immutable merged attributes

Since Chef 11 merged node attributes have been intended to be immutable but the merged strings have not been frozen. In Chef 13, in the process of merging the node attributes strings and other simple objects are dup'd and frozen. In order to get a mutable copy, you can now correctly use the node.dup or node.to_hash methods, or you should mutate the object correctly through its precedence level like node.default["some_string"] << "appending_this".

The Chef::REST API has been removed

It has been fully replaced with Chef::ServerAPI in chef-client code.

Properties overriding methods now raise an error

Defining a property that overrides methods defined on the base ruby Object or on Chef::Resource itself can cause large amounts of confusion. A simple example is property :hash which overrides the Object#hash method which will confuse ruby when the Custom Resource is placed into the Chef::ResourceCollection which uses a Hash internally which expects to call Object#hash to get a unique id for the object. Attempting to create property :action would also override the Chef::Resource#action method which is unlikely to end well for the user. Overriding inherited properties is still supported.

chef-shell now supports solo and legacy solo modes

Running chef-shell -s or chef-shell --solo will give you an experience consistent with chef-solo. chef-shell --solo-legacy-mode will give you an experience consistent with chef-solo --legacy-mode.

Chef::Platform.set and related methods have been removed

The deprecated code has been removed. All providers and resources should now be using Chef >= 12.0 provides syntax.

Remove sort option for the Search API

This option has been unimplemented on the server side for years, so any use of it has been pointless.

Remove Chef::ShellOut

This was deprecated and replaced a long time ago with mixlib-shellout and the shell_out mixin.

Remove method_missing from the Recipe DSL

The core of chef hasn't used this to implement the Recipe DSL since 12.5.1 and its unlikely that any external code depended upon it.

Simplify Recipe DSL wiring

Support for actions with spaces and hyphens in the action name has been dropped. Resources and property names with spaces and hyphens most likely never worked in Chef-12. UTF-8 characters have always been supported and still are.

easy_install resource has been removed

The Python easy_install package installer has been deprecated for many years, so we have removed support for it. No specific replacement for pip is being included with Chef at this time, but a pip-based python_package resource is available in the poise-python cookbooks.

Removal of run_command and popen4 APIs

All the APIs in chef/mixlib/command have been removed. They were deprecated by mixlib-shellout and the shell_out mixin API.

Iconv has been removed from the ruby libraries and chef omnibus build

The ruby Iconv library was replaced by the Encoding library in ruby 1.9.x and since the deprecation of ruby 1.8.7 there has been no need for the Iconv library but we have carried it forwards as a dependency since removing it might break some chef code out there which used this library. It has now been removed from the ruby build. This also removes LGPLv3 code from the omnibus build and reduces build headaches from porting iconv to every platform we ship chef-client on.

This will also affect nokogiri, but that gem natively supports UTF-8, UTF-16LE/BE, ISO-8851-1(Latin-1), ASCII and "HTML" encodings. Users who really need to write something like Shift-JIS inside of XML will need to either maintain their own nokogiri installs or will need to convert to using UTF-8.

Deprecated cookbook metadata has been removed

The recommends, suggests, conflicts, replaces and grouping metadata fields are no longer supported, and have been removed, since they were never used. Chef will ignore them in existing metadata.rb files, but we recommend that you remove them. This was proposed in RFC 85.

All unignored cookbook files will now be uploaded.

We now treat every file under a cookbook directory as belonging to a cookbook, unless that file is ignored with a chefignore file. This is a change from the previous behaviour where only files in certain directories, such as recipes or templates, were treated as special. This change allows chef to support new classes of files, such as Ohai plugins or Inspec tests, without having to make changes to the cookbook format to support them.

DSL-based custom resources and providers no longer get module constants

Up until now, creating a mycook/resources/thing.rb would create a Chef::Resources::MycookThing name to access the resource class object. This const is no longer created for resources and providers. You can access resource classes through the resolver API like:

Chef::Resource.resource_for_node(:mycook_thing, node)

Accessing a provider class is a bit more complex, as you need a resource against which to run a resolution like so:

Chef::ProviderResolver.new(node, find_resource!("mycook_thing[name]"), :nothing).resolve

Default values for resource properties are frozen

A resource declaring something like:

property :x, default: {}

will now see the default value set to be immutable. This prevents cases of modifying the default in one resource affecting others. If you want a per-resource mutable default value, define it inside a lazy{} helper like:

property :x, default: lazy { {} }

Resources which later modify their name during creation will have their name changed on the ResourceCollection and notifications

some_resource "name_one" do
  name "name_two"
end

The fix for sending notifications to multipackage resources involved changing the API which inserts resources into the resource collection slightly so that it no longer directly takes the string which is typed into the DSL but reads the (possibly coerced) name off of the resource after it is built. The end result is that the above resource will be named some_resource[name_two] instead of some_resource[name_one]. Note that setting the name (not the name_property, but actually renaming the resource) is very uncommon. The fix is to simply name the resource correctly in the first place (some_resource "name_two" do ...)

use_inline_resources is always enabled

The use_inline_resources provider mode is always enabled when using the action :name do ... end syntax. You can remove the use_inline_resources line.

knife cookbook site vendor has been removed

Please use knife cookbook site install instead.

knife cookbook create has been removed

Please use chef generate cookbook from the ChefDK instead.

Verify commands no longer support "%{file}"

Chef has always recommended %{path}, and %{file} has now been removed.

The partial_search recipe method has been removed

The partial_search method has been fully replaced by the filter_result argument to search, and has now been removed.

The logger and formatter settings are more predictable

The default now is the formatter. There is no more automatic switching to the logger when logging or when output is sent to a pipe. The logger needs to be specifically requested with --force-logger or it will not show up.

The --force-formatter option does still exist, although it will probably be deprecated in the future.

If your logfiles switch to the formatter, you need to include --force-logger for your daemonized runs.

Redirecting output to a file with chef-client > /tmp/chef.out now captures the same output as invoking it directly on the command line with no redirection.

Path Sanity disabled by default and modified

The chef client itself no long modifies its ENV['PATH'] variable directly. When using the shell_out API now, in addition to setting up LANG/LANGUAGE/LC_ALL variables that API will also inject certain system paths and the ruby bindir and gemdirs into the PATH (or Path on Windows). The shell_out_with_systems_locale API still does not mangle any environment variables. During the Chef-13 lifecycle changes will be made to prep Chef-14 to switch so that shell_out by default behaves like shell_out_with_systems_locale. A new flag will get introduced to call shell_out(..., internal: [true|false]) to either get the forced locale and path settings ("internal") or not. When that is introduced in Chef 13.x the default will be true (backwards-compat with 13.0) and that default will change in 14.0 to 'false'.

The PATH changes have also been tweaked so that the ruby bindir and gemdir PATHS are prepended instead of appended to the PATH. Some system directories are still appended.

Some examples of changes:

  • which ruby in 12.x will return any system ruby and fall back to the embedded ruby if using omnibus
  • which ruby in 13.x will return any system ruby and will not find the embedded ruby if using omnibus
  • shell_out_with_systems_locale("which ruby") behaves the same as which ruby above
  • shell_out("which ruby") in 12.x will return any system ruby and fall back to the embedded ruby if using omnibus
  • shell_out("which ruby") in 13.x will always return the omnibus ruby first (but will find the system ruby if not using omnibus)

The PATH in shell_out can also be overridden:

  • shell_out("which ruby", env: { "PATH" => nil }) - behaves like shell_out_with_systems_locale()
  • shell_out("which ruby", env: { "PATH" => [...include PATH string here...] }) - set it arbitrarily however you need

Since most providers which launch custom user commands use shell_out_with_systems_locale (service, execute, script, etc) the behavior will be that those commands that used to be having embedded omnibus paths injected into them no longer will. Generally this will fix more problems than it solves, but may causes issues for some use cases.

Default guard clauses (not_if/only_if) do not change the PATH or other env vars

The implementation switched to shell_out_with_systems_locale to match execute resource, etc.

Chef Client will now exit using the RFC062 defined exit codes

Chef Client will only exit with exit codes defined in RFC 062. This allows other tooling to respond to how a Chef run completes. Attempting to exit Chef Client with an unsupported exit code (either via Chef::Application.fatal! or Chef::Application.exit!) will result in an exit code of 1 (GENERIC_FAILURE) and a warning in the event log.

When Chef Client is running as a forked process on unix systems, the standardized exit codes are used by the child process. To actually have Chef Client return the standard exit code, client_fork false will need to be set in Chef Client's configuration file.