Changed Readme. (With the help of some AI)

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Daan Selen
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[![CodeQL Advanced](https://github.com/DaanSelen/meshbook/actions/workflows/codeql.yaml/badge.svg)](https://github.com/DaanSelen/meshbook/actions/workflows/codeql.yaml)
> [!NOTE]
> *If you experience issues or have suggestions, submit an issue! https://github.com/DaanSelen/meshbook/issues I'll respond ASAP!*
# Meshbook
A way to programmatically manage MeshCentral-managed machines, inspired by applications like [Ansible](https://github.com/ansible/ansible).<br>
What problem does it solve? Well, what I wanted to be able to do is to automate system updates through [MeshCentral](https://github.com/ylianst/meshcentral). And some machines are behind unmanaged or 3rd party managed firewalls.<br>
And many people will be comfortable with YAML configurations! It's almost like JSON, but different!<br>
[![CodeQL Advanced](https://github.com/DaanSelen/meshbook/actions/workflows/codeql.yaml/badge.svg)](https://github.com/DaanSelen/meshbook/actions/workflows/codeql.yaml)
# Quick-start:
> \[!NOTE]
> 💬 If you experience issues or have suggestions, [submit an issue](https://github.com/DaanSelen/meshbook/issues) — I'll respond ASAP!
The quickest way to start is to grab a template from the templates folder in this repository.<br>
Make sure to correctly pass the MeshCentral websocket API as `wss://<MeshCentral-Host>`.<br>
And make sure to fill in the credentails of an account which has `Remote Commands`, `Details` and `Agent Console` permissions on the targeted devices or groups.<br>
---
> I did this through a "Service account" with rights on the device group.
Meshbook is a tool to **programmatically manage MeshCentral-managed machines**, inspired by tools like [Ansible](https://github.com/ansible/ansible).
Then make a yaml with a target and some commands! See below examples as a guideline. And do not forget to look at the bottom's notice.<br>
To install, follow the following commands:<br>
## What problem does it solve?
### Linux setup:
Meshbook is designed to:
* Automate system updates or commands across multiple systems via [MeshCentral](https://github.com/Ylianst/MeshCentral), even behind third-party-managed firewalls.
* Allow configuration using simple and readable **YAML files** (like Ansible playbooks).
* Simplify the use of **group-based** or **tag-based** device targeting.
---
## 🏁 Quick Start
### ✅ Prerequisites
* Python 3.7+
* Git
* Access to a MeshCentral instance and credentials with:
* `Remote Commands`
* `Details`
* `Agent Console` permissions
A service account with access to the relevant device groups is recommended.
---
### 🔧 Installation
#### Linux
```bash
git clone https://github.com/daanselen/meshbook
cd ./meshbook
python3 -m venv ./venv
source ./venv/bin/activate
pip3 install -r ./requirements.txt
pip install -r requirements.txt
cp ./templates/meshcentral.conf.template ./meshcentral.conf
```
### Windows setup (PowerShell, not cmd):
#### Windows (PowerShell)
```shell
```powershell
git clone https://github.com/daanselen/meshbook
cd ./meshbook
python -m venv ./venv # or python3 when done through the Microsoft Store.
.\venv\Scripts\activate # Make sure to check the terminal prefix.
pip3 install -r ./requirements.txt
cd .\meshbook
python -m venv .\venv
.\venv\Scripts\activate
pip install -r .\requirements.txt
cp .\templates\meshcentral.conf.template .\meshcentral.conf
```
Now copy the configuration template from ./templates and fill it in with the correct details (remove .template from the file) this is shown in the last step of the setup(s).<br>
The url should start with `wss://`.<br>
You can check pre-made examples in the examples directory, make sure the values are set to your situation.<br>
After this you can use meshbook, for example:
> 📌 Rename `meshcentral.conf.template` to `meshcentral.conf` and fill in your actual connection details.
> The URL must start with `wss://<MeshCentral-Host>`.
### Linux run:
---
## 🚀 Running Meshbook
Once installed and configured, run a playbook like this:
### Linux:
```bash
python3 .\meshbook.py -pb .\examples\echo.yaml
python3 meshbook.py -pb ./examples/echo_example.yaml
```
### Windows run:
### Windows:
```shell
```powershell
.\venv\Scripts\python.exe .\meshbook.py -pb .\examples\echo_example.yaml
```
### How to check if everything is okay?
Use `--help` to explore available command-line options:
The python virtual environment can get messed up, therefore...<br>
To check if everything is in working order, make sure that the lists from the following commands are aligned:
```
python3 -m pip list
pip3 list
```bash
python3 meshbook.py --help
```
If not, perhaps you are using the wrong executable, the wrong environment and so on...
---
# How to create a configuration?
## 🛠️ Creating Configurations
This paragraph explains how the program interprets certain information.
Meshbook configurations are written in YAML. Below is an overview of supported fields.
### Targeting:
MeshCentral has `meshes` or `groups`, in this program they are called `group(s)`. Because of the way I designed this.<br>
So to target for example a mesh/group in MeshCentral called: "Nerthus" do:
> If your group has multiple words, then you need to use `"` to group the words.
### ▶️ Group Targeting
```yaml
---
name: example configuration
group: "Nerthus"
#target_os: "Linux" # <--- according to os_categories.json.
powershell: True # <--- this can be important for Windows clients.
name: My Configuration
group: "Dev Machines"
powershell: true
variables:
- name: var1
value: "This is the first variable"
- name: message
value: "Hello from Meshbook"
tasks:
- name: echo the first variable!
command: 'echo "{{ var1 }}"'
- name: Echo a message
command: 'echo "{{ message }}"'
```
It is also possible to target a single device, as seen in: [here](./examples/apt_update_example.yaml).<br>
* `group`: MeshCentral group (aka "mesh"). Quotation marks required for multi-word names.
* `powershell`: Set `true` for PowerShell commands on Windows clients.
### Variables:
### ▶️ Device Targeting
Variables are done by replacing the placeholders just before the runtime (the Python program does this, not you).<br>
So if you have var1 declared, then the value of that declaration is placed wherever it finds {{ var1 }}.<br>
This is done to imitate popular methods. See below [from the example](./examples/variable_usage_example.yaml).<br>
You can also target a **specific device** rather than a group. See [`apt_update_example.yaml`](./examples/linux/apt_update_example.yaml) for reference.
### Tasks:
### ▶️ Variables
The tasks you want to run should be contained under the `tasks:` with two fields, `name` and `command`.<br>
The name field is for the user of meshbook, to clarify what the following command does in a summary.<br>
The command field actually gets executed on the end-point.<br>
Variables are replaced by Meshbook before execution. Syntax:
### Windows Client Extra-information:
```yaml
variables:
- name: example_var
value: "Example value"
If you want to launch commands at Windows machines, make sure you have your `os_categories.conf` up-to-date with the correct reported Windows versions.<br>
And then make sure to create compatible commands, see: [windows examples](./examples/windows)<br>
Related is the yaml option: `powershell: True`.
tasks:
- name: Use the variable
command: 'echo "{{ example_var }}"'
```
### Granual Operating System filtering:
### ▶️ Tasks
I have made the program so it can have a filter with the Operating systems. If you have a mixed group, please read:
[This explanation](./docs/operating_system_filtering.md)
Define multiple tasks:
### Tag filtering:
```yaml
tasks:
- name: Show OS info
command: "cat /etc/os-release"
```
Filtering on MeshCentral tags is also possible with `target_tag` inside the meshbook. This string is case-sensitive, lower- and uppercase must match.<br>
This is done because its human made and therefor needs to be keps well administrated.
Each task must include:
# Example:
* `name`: Description for human readability.
* `command`: The actual shell or PowerShell command.
For the example, I used the following yaml file (you can find more in [this directory](./examples/)):
---
The below group: `Dev` has three devices, of which one is offline, Meshbook checks if the device is reachable.<br>
You can expand the command chain as follows:<br>
## 🪟 Windows Client Notes
* Keep your `os_categories.json` up to date for proper OS filtering.
* Ensure Windows commands are compatible (use `powershell: true` if needed).
* Examples are available in [`examples/windows`](./examples/windows).
---
## 🔎 OS & Tag Filtering
### Filter by OS
You can limit commands to specific OS types:
```yaml
target_os: "Linux" # As defined in os_categories.json
```
See [docs/operating\_system\_filtering.md](./docs/operating_system_filtering.md) for details.
### Filter by Tag
You can also filter using MeshCentral tags:
```yaml
target_tag: "Production"
```
> ⚠️ Tag values are **case-sensitive**.
---
## 📋 Example Playbook
```yaml
---
name: Echo a string to the terminal through the meshbook example.
name: Echo OS Info
group: "Dev"
#target_os: "Linux" # <--- according to os_categories.json
target_os: "Linux"
variables:
- name: file
value: "/etc/os-release"
tasks:
- name: Echo!
- name: Show contents of os-release
command: "echo $(cat {{ file }})"
```
The following response it received when executing the first yaml of the above files (without the `-s` parameters, which just outputs the below JSON).
Sample output:
```shell
$ python3 meshbook.py -mb books/aggregate_example.yaml -i --nograce -pr
----------------------------------------
meshbook: books/aggregate_example.yaml
Operating System Categorisation file: ./os_categories.json
Configuration file: ./config.conf
Target Operating System category given: Linux
Target group: Systemec Development
Grace: False
Silent: False
----------------------------------------
Trying to load the MeshCentral account credential file...
Trying to load the meshbook yaml file and compile it into something workable...
Trying to load the Operating System categorisation JSON file...
Connecting to MeshCentral and establish a session using variables from previous credential file.
Generating group list with nodes and reference the targets from that.
----------------------------------------
Executing playbook on the target(s): Development.
----------------------------------------
1. Running: Ping!
----------------------------------------
```json
{
"Task 1": {
"task_name": "Ping Quad9 DNS",
"task_name": "Show contents of os-release",
"data": [
{
"complete": true,
"result": [
"PING 9.9.9.9 (9.9.9.9) 56(84) bytes of data.",
"64 bytes from 9.9.9.9: icmp_seq=1 ttl=61 time=26.8 ms",
"--- 9.9.9.9 ping statistics ---",
"1 packets transmitted, 1 received, 0% packet loss, time 0ms",
"rtt min/avg/max/mdev = 26.809/26.809/26.809/0.000 ms"
],
"command": "ping 9.9.9.9 -c 1",
"device_id": "yourn nodeip",
"device_name": "yournodename"
}
{
"command": "echo $(cat /etc/os-release)",
"result": [
"NAME=\"Ubuntu\"",
"VERSION=\"22.04.4 LTS (Jammy Jellyfish)\""
],
"complete": true,
"device_name": "dev-host1"
}
]
}
}
```
The above without `-s` is quite verbose. use `--help` to read about parameters and getting a minimal response for example.
# Important Notice:
---
If you want to use this, make sure to use `NON-BLOCKING` commands. MeshCentral does not work if you send it commands that wait.<br>
A couple examples of `BLOCKING COMMANDS` which will never get back to the main MeshCentral server, and Meshbook will quit after the timeout but the agent will not come back:
## ⚠️ Blocking Commands Warning
```shell
apt upgrade # without -y.
Avoid using commands that **block indefinitely** — MeshCentral requires **non-blocking** execution.
🚫 Examples of bad (blocking) commands:
```bash
apt upgrade # Without -y
sleep infinity
ping 1.1.1.1 # without a -c flag (because it pings forever).
ping 1.1.1.1 # Without -c
```
✅ Use instead:
```bash
apt upgrade -y
ping 1.1.1.1 -c 1
```
---
## 🧪 Check Python Environment
Sometimes the wrong Python interpreter or environment is used. To verify:
```bash
python3 -m pip list
pip3 list
```
The lists should match. If not, make sure the correct environment is activated.
---
## 📂 Project Structure (excerpt)
```bash
meshbook/
├── books/
│ ├── apt-update.yaml
│ └── rdp.yaml
├── examples/
│ ├── linux/
│ │ ├── apt_update_example.yaml
│ │ └── ...
│ └── windows/
│ ├── get_sys_info.yaml
│ └── ...
├── modules/
│ ├── executor.py
│ └── utilities.py
├── meshbook.py
├── os_categories.json
├── requirements.txt
├── templates/
│ └── config.conf.template
```
---
## 📄 License
This project is licensed under the terms of the MIT License. See [LICENSE](./LICENSE).