Chef for Windows

Overview

The Chef Infra Client has specific components that are designed to support unique aspects of the Windows platform, including PowerShell, PowerShell DSC, and Internet Information Services (IIS).

Chef Infra Client can be installed on machines running Windows in the following ways:

By bootstrapping Chef Infra Client using knife bootstrap from a local workstation using WinRM
By downloading Chef Infra Client to the target node, and then running the Microsoft Installer Package (MSI) locally
By using an existing process already in place for managing Microsoft Windows machines, such as System Center

Setting up Windows Workstations

To set up your Windows workstation follow the steps on Chef for Windows

Install Chef Infra Client on Windows Nodes

Chef Infra Client is an agent that runs locally on every node that is under management by Chef Infra Server. When Chef Infra Client runs, it performs all of the steps required for bringing a node into the expected state, including:

Registering and authenticating the node with Chef Infra Server
Synchronizing cookbooks from the Chef Infra Server to the node
Compiling the resource collection by loading each of the required cookbooks, including recipes, attributes, and all other dependencies
Taking the appropriate and required actions to configure the node based on recipes and attributes
Reporting summary information on the run to Chef Automate

This command has the following syntax:

chef-client OPTION VALUE OPTION VALUE ...

This command has the following option specific to Windows:

-A, --fatal-windows-admin-check: Cause a Chef Infra Client run to fail when Chef Infra Client does not have administrator privileges in Windows.

System Requirements

The recommended minimum amount of RAM available to Chef Infra Client during a Chef Infra Client run is 512MB. Each node and workstation must have access to Chef Infra Server using HTTPS. The Chef Infra Client can be used to manage machines that run on the following versions of Microsoft Windows:

Operating System	Architecture	Version
Windows	`x86`, `x64`	`8.1`, `2012`, `2012 R2`, `2016`, `10 (all channels except "insider" builds)`, `2019 (Long-term servicing channel (LTSC), both Desktop Experience and Server Core)`

After Chef Infra Client is installed, it is located at C:\opscode. The main configuration file for Chef Infra Client is located at C:\chef\client.rb.

Information for Windows Users

Run With Elevated Privileges

The Chef Infra Client may need to be run with elevated privileges in order to get a recipe to converge correctly. On UNIX and UNIX-like operating systems this can be done by running the command as root. On Windows this can be done by running the command prompt as an administrator.

On Windows, running without elevated privileges (when they are necessary) is an issue that fails silently. It will appear that Chef Infra Client completed its run successfully, but the changes will not have been made. When this occurs, do one of the following to run Chef Infra Client as the administrator:

Log in to the administrator account. (This is not the same as an account in the administrator’s security group.)
Run Chef Infra Client process from the administrator account while being logged into another account. Run the following command:
```
runas /user:Administrator "cmd /C chef-client"
```
This will prompt for the administrator account password.
Open a command prompt by right-clicking on the command prompt application, and then selecting Run as administrator. After the command window opens, Chef Infra Client can be run as the administrator

Spaces and Directories

Directories that are used by Chef products on Windows cannot have spaces. For example, C:\Users\User Name will not work, but C:\Users\UserName will. Chef commands may fail if used against a directory with a space in its name.

Top-level Directory Names

Windows will throw errors when path name lengths are too long. For this reason, it is often helpful to use a short top-level directory, much like what is done in UNIX and Linux. For example, Chef uses /opt/ to install Chef Workstation on macOS. A similar approach can be done on Windows, by creating a top-level directory with a short name. For example: C:\chef.

PATH System Variable

On Windows, Chef Infra Client must have two entries added to the PATH environment variable:

C:\opscode\chef\bin
C:\opscode\chef\embedded\bin

This is typically done during the installation of Chef Infra Client automatically. If these values (for any reason) are not in the PATH environment variable, Chef Infra Client will not run properly.

Proxy Settings

To determine the current proxy server on the Windows platform:

Open Internet Properties.
Open Connections.
Open LAN settings.
View the Proxy server setting. If this setting is blank, then a proxy server may not be available.

To configure proxy settings in Windows:

Open System Properties.
Open Environment Variables.
Open System variables.
Set http_proxy and https_proxy to the location of your proxy server. This value MUST be lowercase.

Remotely administering nodes

The knife windows subcommand is used to interact with Windows systems managed by Chef Infra. Nodes are configured using WinRM, which allows external applications to call native objects like batch scripts, Windows PowerShell scripts, or scripting library variables. The knife windows subcommand supports NTLM and Kerberos methods of authentication.

Se the knife windows for more information.

Ports

WinRM requires that a target node be accessible using the ports configured to support access using HTTP or HTTPS.

Install Chef Infra Client using the MSI Installer

A Microsoft Installer Package (MSI) is available for installing Chef Infra Client on a Windows machine from Chef Downloads.

Msiexec.exe

Msiexec.exe is used to install Chef Infra Client on a node as part of a bootstrap operation. The actual command that is run by the default bootstrap script is:

msiexec /qn /i "%LOCAL_DESTINATION_MSI_PATH%"

where /qn is used to set the user interface level to “No UI”, /i is used to define the location in which Chef Infra Client is installed, and "%LOCAL_DESTINATION_MSI_PATH%" is a variable defined in the default windows-chef-client-msi.erb bootstrap template. See https://docs.microsoft.com/en-us/windows/win32/msi/command-line-options for more information about the options available to Msiexec.exe.

ADDLOCAL Options

The ADDLOCAL parameter adds two setup options specific to Chef Infra Client. These options can be passed along with an Msiexec.exe command:

Option	Description
`ChefClientFeature`	Use to install Chef Infra Client.
`ChefSchTaskFeature`	Use to configure Chef Infra Client as a scheduled task in Windows.
`ChefPSModuleFeature`	Used to install the chef PowerShell module. This will enable chef command line utilities within PowerShell.

First install Chef Infra Client, and then enable it to run as a scheduled task. For example:

msiexec /qn /i C:\inst\chef-client-15.3.14-1-x64.msi ADDLOCAL="ChefClientFeature,ChefSchTaskFeature,ChefPSModuleFeature"

Enable as a Scheduled Task

To run Chef Infra Client at periodic intervals (so that it can check in with Chef Infra Server automatically), configure Chef Infra Client to run as a scheduled task. This can be done using the MSI, by selecting the Chef Unattended Execution Options –> Chef Infra Client Scheduled Task option on the Custom Setup page or by running the following command after Chef Infra Client is installed:

For example:

SCHTASKS.EXE /CREATE /TN ChefClientSchTask /SC MINUTE /MO 30 /F /RU "System" /RP /RL HIGHEST /TR "cmd /c \"C:\opscode\chef\embedded\bin\ruby.exe C:\opscode\chef\bin\chef-client -L C:\chef\chef-client.log -c C:\chef\client.rb\""

Refer to the Schtasks documentation for more details.

After Chef Infra Client is configured to run as a scheduled task, the default file path is: c:\chef\chef-client.log.

Install Chef Infra Client using an Existing Process

Many organizations already have processes in place for managing the applications and settings on various Windows machines. For example, System Center. Chef Infra Client can be installed using this method.

Windows Cookbooks

Some of the most popular Chef-maintained cookbooks that contain custom resources useful when configuring machines running Windows are listed below:

Cookbook	Description
iis Cookbook	The `iis` cookbook is used to install and configure Internet Information Services (IIS).
iis_urlrewrite Cookbook	This cookbook downloads and installs the IIS URL Rewrite 2.0 extension into Microsoft Internet Information Server.
PowerShell Cookbook	Installs and configures PowerShell 2.0, 3.0, 4.0 or 5.0.
Microsoft Visual C++ Runtime Cookbook	Installs Microsoft Visual C++ runtime version 6 (2005), 9 (2008), 10 (2010), 11 (2012), 12 (2013), 14 (2015) or 15 (2017) on Windows.
Mingw Cookbook	Installs `msys/mingw` compiler toolchains on windows.
Webpi Cookbook	The `webpi` cookbook is used to run the Microsoft Web Platform Installer (WebPI).

Community Supported Windows Projects

Two community supports two provisioners for Kitchen:

Windows Resources

A resource is a statement of configuration policy that:

Describes the desired state for a configuration item
Declares the steps needed to bring that item to the desired state
Specifies a resource type—such as package, template, or service
Lists additional details (also known as resource properties), as necessary
Are grouped into recipes, which describe working configurations

Windows Resources

Chef Infra provides a growing number of Windows-specific resources.

Windows Compatible Resources

The most popular core resources in Chef Infra Client work the same way in Windows as they do on any UNIX or Linux-based platform.

The file-based resources have attributes that support unique requirements within the Windows platform, including inherits (for file inheritance), mode (for octal modes), and rights (for access control lists, or ACLs).