Release Notes: Chef Automate

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Chef Automate provides a full suite of enterprise capabilities for workflow, visibility and compliance that allow you to manage and monitor application and cookbook deployments across a cluster of nodes in your environment.

What’s New in 1.5.46

New Features

Compliance GA

With this release, we are moving to a new view for InSpec data in Chef Automate. It provides better insights for common user queries around the compliance state of nodes and the state of profiles and their controls, with powerful search queries to see the right sets of data. After a beta period since the last release it is now the new default view for all compliance and InSpec data.

The previous Compliance sub-tab in the Nodes tab has been replaced with a new tab on the top-level navigation bar. This new Compliance tab provides access to both profiles and reporting capabilities.

We introduced this new compliance view during ChefConf 2017. Check out the demo recording to see an earlier version of the features. For complete details on getting started, please visit An Overview of Compliance in Chef Automate.

During the open beta, we improved a number of compliance capabilities:

  • Migrated old data to the new compliance view. See the data migration guide
  • The trendgraph now displays the date of data in the tooltip
  • Added a JSON download button for all reports in the UI
  • Implemented faster profile installation
  • Improved the Audit cookbook; please use Audit cookbook version 4.x
  • Added support for ZIP profile upload


If you need to continue using the previous compliance view, you can enable it easily. We have included a new feature flag to activate the old compliance view by typing legacy in the UI and toggling on this view in the menu.

All data that is received by Chef Automate will be available in both the new and old compliance view in our releases for the next 3 months, after which time the legacy view will be removed. Please reach out to us if you are unable to adopt the new view and are continuing to use the legacy compliance view, so we can understand in what way your needs are not met with the new view.

Chef Automate Pilot

This release introduces a Docker-based pilot offering for Chef Automate. This is specifically designed for customers evaluating Chef Automate for their organization, and is not intended for production use. The offering is built with Chef’s Habitat technology, allowing Chef Automate to be installed in a few minutes in containers running on a single machine. Also included are sets of compliance-driven demo data, to offer first-hand experience with the product. Customers can try the pilot by visiting or You can also go through the tutorial for Chef Automate Pilot on Learn Chef Rally.

Policyfile Data Views

With this release, users can now see policyfile information associated with converge data and can search on policyfile arguments (policy name, policy group, and policy revision). The new policyfile data will populate on a going forward basis after you re-converge nodes and re-upload policy groups. While most data will start populating immediately, Chef client version 13.2 or 12.21.3 is required for some run list data to be available. Policyfile data is now shown in the node list, node header, node detail, and run list views of Chef Automate.

ChefDK 2.0 Support

Runners for workflow can now be installed using either ChefDK 1.x or ChefDK 2.0. Note that because ChefDK 2.0 includes Chef client 13, customers should confirm their build cookbooks are compatible before upgrading runners.

Elasticsearch 5 Compatibility

This release of Chef Automate requires the Elasticsearch 2 API, and is fully compatible with both Elasticsearch 2 and Elasticsearch 5. Subsequent releases of Chef Automate will require Elasticsearch 5.

Tuning Options for Elasticsearch and Logstash

There are now more options to tune Chef Automate for best performance in your environment. Both Elasticsearch and Logstash now have additional ways to configure their resource utilization. For more information, see delivery.rb Optional Settings.

Additional preflight checks

Before setup and configuration, you have the option of running the automate-ctl preflight-check subcommand. In this release, the parameters checked during preflight have been greatly expanded. For more information, see Troubleshooting Preflight Check.

Resolved Issues

  • Fixed profile data aggregation for compliance meta-profiles. They would end up reporting all partial profiles which would result in an empty meta-profile report. The profile view now has aggregated data for the meta-profile for each node. In the future we will provide more insights into which profile dependency created what data in the output and what is overwritten by a wrapper.
  • Fixed automate-ctl delete-visibility-node to work with compliance data. If a node is removed, all its compliance data will be removed as well. In future releases we will continue to improve node data lifecycle management.
  • Fixed a number of calls that did not respect the user search in the Compliance view. Summary numbers were reported for nodes instead of the current search.
  • Fixed compliance trendgraph data aggregation. If nodes didn’t report within a data slot, you would not see any results in the trendgraph, which sometimes led to a line shaped like a wave. This is now corrected with every entry on the X axis showing the state of your fleet at that point aggregated from all previous information.
  • Fixed a number of minor UI issues related to the compliance trendgraph, filtering, and reports
  • In the Nodes tab, searching for nodes or attributes with uppercase letters in the name now returns correct results
  • Security fix: zlib updated to 1.2.11
  • Improved logging when automate-ctl install-runner fails executing knife commands
  • Filters in the Nodes tab no longer apply results to radial graphs on the Welcome page
  • Fixed an issue with misaligned text wrapping on node detail and run history pages
  • In Workflow, the tables on the runners tab no longer redraw on page load
  • In Workflow, under the Review tab, the expandable comments below a change in diff view will now display properly
  • Default permissions for Chef Automate’s primary configuration file /etc/delivery/delivery.rb have been tightened from 0644 to 0640 so that the file is no longer world readable

What’s New in 0.8.5

New Features

Compliance in Chef Automate - Open Beta

With this release we have brought compliance capabilities into Chef Automate, without the need to install and operate a standalone compliance server. You can now manage InSpec compliance profiles in Chef Automate with features such as:

  • Compliance profile installation and updates, when new versions become available
  • 80 pre-shipped compliance profiles for all major operating systems
  • View profiles, their metadata and controls, as well as InSpec code
  • Search for profiles to view and install them
  • Add custom profiles
  • API endpoints to query profile contents

Additionally, we have significantly improved the reporting capabilities of Chef Automate for compliance:

  • View data from a node-centric perspective to determine which components are out of compliance and what is needed to fix them
  • View data from a profile-centric perspective to quickly assess compliance of your entire fleet with a specific profile, without the need to evaluate every node separately
  • Investigate overall compliance control failures and determine which components are impacted
  • Filter compliance reports by node, environment, profile, operating system, or platform
  • View compliance reports with an overall summary and detailed information

To get started using compliance, install or upgrade to this release. Navigate to the Nodes tab in Chef Automate and type beta anywhere in the UI (not in a form field). The beta feature flag menu will allow you to toggle on the new compliance views. You can revert to the original view with compliance data as a sub-tab on the Nodes view by deactivating the beta feature flag.


The beta views will display new data only. Historical data is displayed only in the existing sub-tab view under the Nodes page.

As you explore the beta, we welcome your feedback and invite you to visit Chef’s Community Slack and join our public #automate-compliance channel. You can also find documentation about the features, including version requirements for InSpec and the Audit cookbook. The new compliance features are not recommended for production use until they are made generally available in an upcoming Chef Automate release.

SUSE Linux Enterprise Server Support

Chef Automate can now be installed on SUSE Linux Enterprise Server (SLES) 11 SP4 and 12 SP2 or above.

Resolved Issues

  • Corrected a bug with setting up cron jobs for creating backups on CentOS and Ubuntu.
  • Added retries to RabbitMQ service on startup to correct a problem reported in OpsWorks for Chef Automate.
  • Corrected a bug with failing to connect to Bitbucket when using a lengthy URL for the Bitbucket server.
  • Corrected an issue with pagination when several pages of run history are displayed.

What’s New in 0.7.239

Resolved Issues

  • The command automate-ctl backup-data has been removed. Please use automate-ctl create-backup in its place.
  • Corrected an issue where users without root access could not use the –help command in automate-ctl.
  • Updated users.rb to correct an issue of adding ‘git’ user in a tightly controlled user access environment.
  • Added guarding to startup of the RabbitMQ service to avoid failures in cases where the network is not yet fully configured.
  • Minor UI fixes (button colors, navigation breadcrumbs, incorrect favicon in Firefox browser).
  • A newline as the first character in a delivery review title no longer renders an empty title in the Chef Automate workflow UI.
  • A bug preventing users with an @ in their username from saving and sharing searches has been resolved.

What’s New in 0.7.151

New Features

Password Reset Token

There is a new automate-ctl command that issues a temporary token and URL to allow users to reset their passwords via the GUI as an alternative to an admin typing in the password via the automate-ctl reset-password command. The new command is documented here.

Support for macOS Runners

Chef Automate can now support runners for workflow job dispatch on macOS 10.12. Installation follows the same procedure as Linux runners. Note that macOS is not a supported platform for the Chef Automate server.

Anonymized Usage Tracking

As of this release, Chef Automate will be able to send anonymized product usage data back to Chef. Chef will use that data to improve Chef Automate.

Server administrators are able to control data collection in Chef Automate on a per-server basis, via the automate-ctl command-line application. If per-server data collection has been disabled, Chef Automate will not share any usage data with Chef from this server, or from any users who log into this server (regardless of their individual settings).

If per-server data collection is enabled, every person who logs into Chef Automate will be asked to decide if they want to share anonymized product usage data with Chef. No usage data will be collected until people have expressed this preference, by leaving a checkbox filled and closing a modal. By default, the preference will be to allow usage data collection, but no usage data is collected or shared until after the modal is dismissed.

The latest information about Chef’s data collection policies will always be available at

Completion of UI Updates

The Chef Automate UI has gotten a refresh. We hope you enjoy the new look and feel.

Resolved Issues

  • Previous versions of Chef Automate did not correctly detect or support Oracle Enterprise Linux (OEL) for job runners.
  • Improved detection and error messaging from preflight check when netstat is missing on CentOS systems.
  • Navigating forward and backward through the converge history on nodes with several pages of historical data now works correctly.
  • Saving and sharing searches in the nodes view now works correctly.
  • The “About Automate” dialog box no longer defaults to appearing on every login until the checkbox is unset.

What’s New in 0.7.85

New Features

Preview of New UI

We are starting work to improve the look-and-feel of Chef Automate, so you will see some UI changes in the Nodes tab.

Configurable Elasticsearch snapshot timeouts

In cases where the Chef Automate Elasticsearch cluster has several hundred snapshots, the data deltas between snapshots are significant in size, and the snapshot repository is in S3, we’ve encountered cases where the default Faraday gem transport timeout of 60 seconds is too small which causes the snapshot utility to raise an error and fail. We’ve introduced configuration attributes for controlling the Faraday request timeout and the nginx Elasticsearch proxy timeouts. These have been bumped to 300 seconds by default, which should resolve this issue for most cases. Extremely busy Chef Automate clusters or instances with low I/O to S3 may need to bump them. It also increases the default timeout from 60 to 300. They can be configured in delivery.rb as follows:

elasticsearch['proxy_send_timeout'] = 300
elasticsearch['proxy_read_timeout'] = 300
backup['elasticsearch']['request_timeout'] = '300'

Bug Fixes

Runners no longer install in FIPS mode when FIPS is not enabled

Chef Automate 0.7.61, which shipped with FIPS 140-2 early access, would install all runners in FIPS mode, regardless of whether FIPS was enabled or not. This has now been corrected.

Run history now defaults to last 24h

Previously, Chef Automate would default to displaying run history data for the current day, cutting off at the prior midnight. Automate now defaults to displaying run history data for the past 24h instead.

Improved pre-flight-check memory detection

For operating systems reporting available memory in KB instead of GB, Chef Automate’s preflight check reported sufficient memory even though it did not meet the minimum requirements. This version of Chef Automate corrects the problem.

We encourage you to upgrade often. As always, we welcome your feedback and invite you to contact us directly or participate in our feedback forum. Thanks for using Chef Automate!

Opsworks: Chef Automate backups occasionally aren’t deleted

Occasionally the Chef Automate backup archives were not being deleted. This is likely due to the fact that retries and exponential retry backoff was only being used for upload S3 operations.

We’ve consolidated all S3 operations into the Backup::S3Client class which defaults to exponential backoff with five retries.

Automate backup lists are limited to 1000

The maximum response size when using the V2 S3 list objects API is 1000. We’ve added paging support for listing objects to support extremely rare cases where a user may have more than 1000 backups.

automate-ctl delete-backups exits with 0 if no match is found

We’ve changed the delete-backups command to exit with 1 when given a pattern.

What’s New in 0.7.61

New Features

Early Access: FIPS Support in Chef Automate

Chef Automate supports operating in FIPS mode for our government customers. Please contact us on for a copy of a FIPS-compatible ChefDK that supports interacting with the Chef Automate server in FIPS mode. General availability of both Chef Automate in FIPS mode and ChefDK will follow.

Outbound Proxy Support

Chef Automate now supports environments that require a web proxy for outbound network communication. This allows Chef Automate to be integrated with external SCM providers, such as Github, even in networks with rigorous security policies.

Changed Package Name to “automate”

This release includes a change to the Chef Automate install package name. For any customers who may have scripts or other automation expecting the package name to be “delivery”, please note you will need to update to “automate”. We have thoroughly tested the new package and expect the behavior to be consistent with the previous package; however, we strongly advise customers to back up their existing environment as a standard practice prior to installing a new release.

Other Improvements and Fixes

Runner improvements: Logging and privilege escalation

Previous versions of Chef Automate would use the terms “Push Job started” even when using job runners, which are not push-job based. This misleading message has been rewritten. Additionally, when runner jobs failed, they would not supply enough information for users to understand why. Now, stderr and stdout from the failed job will be streamed to the workflow error log. Runner installation will also no longer attempt to sudo if the user passed to install-runner is already root.

Bad error message if automate-ctl not run as root

automate-ctl would throw a stack trace if it wasn’t being run as root. This has now been corrected with an error message that indicates root privileges are needed.

Error Message running preflight-check

preflight-check subcommand reports “system has less than 80GB disk space required at /var” even though the target installation directory does have sufficient disk space. This release fixed this error and will provide accurate feedback.

automate-ctl node-summary improvements

The node-summary subcommand produces a summary of the nodes that are known to Chef Automate. The default setting for node-summary is to display the name, status, and the last time the nodes were checked. Read the docs for information.

Skip SSL verification for certain hosts

Chef Automate can now be configured to skip SSL certificate verification on a per-host basis. The delivery['no_ssl_verification'] parameter can be set in the /etc/delivery/delivery.rb configuration to take a list of hosts to skip SSL verification. We generally do not recommend turning off SSL certificate verification in production environments, but this setting is useful for test environments where a correct certificate chain is not available.

Accessing Chef Automate by IP

The Chef Automate web UI can now be accessed by IP, which is useful in situations where the server’s hostname is incorrect or not resolveable due to lack of DNS.

Fixed a bug that caused the UI to become unresponsive

In some cases the Chef Automate web UI was running into a timeout (especially in air-gapped environments). This was due to an external request for a font file, which is now packaged in the product and does not require Internet connectivity.

Allow use of uppercase characters in search filters

The Chef Automate UI now properly displays results from text filters that use uppercase characters.

What’s New in 0.6.136

New Features

SMTP credentials no longer required to send e-mail

In this release, the Username and Password fields in the SMTP server configuration are no longer required. This is a feature requested by users who have internal open relay mail servers on their network.

Other Improvements and Fixes

Better logging when SSH fails as part of dispatching a workflow phase job

When dispatching a workflow phase job, any errors (example: sudo errors) are logged and displayed to the user.

Ensure passwords for runners are not logged in plaintext

If a runner was configured to use password authentication, the password would be displayed in plaintext in debug log files. This has now been corrected.

Improved presentation of debugging information in the “view error log” modal

This new view should make it much easier to quickly understand and correct problems with failed chef-client runs.

Compatibility with the latest Push Jobs Server

The latest version of Push Jobs Server (2.x) is now certified for use with Chef Automate. When using Push Jobs Server with Chef Automate, we recommend using the latest version. Existing installations of Chef Automate may upgrade their Push Jobs Server, but this is not required.

Minor fixes

Corrected issue where nodes were being incorrectly marked as ‘missing’ when using an external Elasticsearch instance.

Improved error message when running automate-ctl commands that require root access.

What’s New in 0.6.64

New Feature

Chef Automate Pre-flight check

As part of the enhancements to improve Chef automate installation experience, a new optional command (automate-ctl preflight-check) is now available. You can now validate that a server meets the installation requirements of Chef Automate by running automate-ctl preflight-check. The command will check the target environment against installation requirements and advises if additional resources or adjustments are needed.

Resources validated includes: Memory, CPU, target directory structure, target directory disk space, umask, port access, and availability of SSH client.

Additional details on the command can be found at: pre-flight check reference troubleshooting information on pre-flight check Chef Automate Server Installation and Configuration

Other Improvements and Fixes

More automate-ctl commands respond to –help. Fixes a bug when using v2 runners that could result in duplicated Erlang processes. Fixes an issue on automate-ctl install-runner that could have resulted in certificate validation failures.