Customer responsibility:

Adequate hardware for the attendees.
List of the Attendees, E-Mail Address, Role (i.e. sysadmin, developer, etc).

It is critical to know who is attending for the best experience.

We are going to verify that ALL attendees are setup properly, and the facilities will not cause issues.

1. download or clone the repository locally
2. open powershell as administrator
3. navigate to the chef-preflight folder
4. execute ./windows_preflight.ps1
5. execute ./http_preflight.ps1
6. address any issues

1. download or clone the repository locally
2. open term or shell
3. navigate to the chef-preflight folder

• execute ./osx_preflight.sh on a mac
• execute ./unix_preflight.sh on linux

1. address any issues

Workstation:

• Do the users have local admin rights to install items to their systems?
  • If not, can they be granted?

Items necessary:

• chefDK
• Required Gems? (Knife-windows, knife-push, etc)

Items recommended

• Vagrant
• Virtualbox
• Git (from git-scm.com) [Windows]

Are users behind a proxy or other restrictive firewall? Verify web connectivity to:

• manage.getchef.com
• supermarket.getchef.com
• api.getchef.com
• rubygems.org

Verify ssh connectivity to:

• Outbound to AWS/Azure/DO/GCE
• Verify they can download and extract zip files from manage.getchef.com.

Recommended tests:

• Seth Vargo’s Connectivity Tester: https://github.com/sethvargo/chef-connectivity-test base upon the outcome of these tests, not actually run this script itself

• Download and install ChefDK

• Download starter kit from Hosted Chef.

• run: knife client list

• run chef gem install knife-push

• knife cookbook site download chef-client

• ssh to external web server (ideally cloudshare)

User Home directory (Windows)

• Make sure the user home directory is set to C drive (or fix issues associated)

Chef Server (If Customer is hosting their own, rather than using Hosted for POV)

• Do they have root access?
  • This is non-negotiable for purposes of a POV. *Does the server have access to the internet and is it configured properly?
  • If not, download and install all packages manually. Refer to offline install doc

Managed Nodes

• Do they have root access?
  • If not, can whomever has root perform the bootstrap?
• Does the node have access to the internet?
  • If not, refer to the offline install doc