GuidesUpdated July 3, 2026
Epic Cogito Installation Playbook
guideepiccogitoansibleclaritycaboodlessisbi-restfulanalyticsdatabasevaultautomationazure
Epic Cogito Installation: Playbook Overview
claritycaboodlessisbi_restful
It focuses on:
- Securely loading secrets from HashiCorp Vault.
- Applying base OS and corporate (Optum) standards.
- Configuring Windows performance and reliability settings.
- Installing database and management client tools (SSMS, SQLCMD).
- Installing and enabling IIS where required.
This is a foundational (pre-app) step for supporting data and analytics components:
- Clarity (Epic reporting database)
- Caboodle (enterprise data warehouse / curated model)
- BI Restful (REST service endpoints for analytics/report servicing)
2. High-Level Execution Flow
| Order | Play Name | Hosts | Core Activities |
|---|---|---|---|
| 1 | Load Secrets | clarity, caboodle, ssis, bi_restful | Retrieve Vault secrets and register them as Ansible facts. |
| 2 | Cogito OS Configuration | clarity, caboodle, ssis, bi_restful | Apply optum and os_base_configuration roles (corporate baseline). |
| 3 | Cogito Configuration | clarity, caboodle, ssis, bi_restful | Performance & reliability tuning + SSMS + SQLCMD installs. |
| 4 | Cogito IIS Install | clarity, caboodle, bi_restful | Install and configure IIS (excluded on ssis). |
3. Host Group Functional Context
| Group | Function (Context) | Why Included | Distinction |
|---|---|---|---|
| clarity | Operational reporting DB | Requires DB tools + OS tuning | Hosts IIS (for ancillary services) |
| caboodle | Data warehouse / semantic layer | Needs performance tuning & possible web endpoints | Hosts IIS |
| ssis | ETL execution engine | Needs DB connectivity & performance tuning | No IIS |
| bi_restful | REST / service API endpoints | Requires IIS + tuning | Web/API oriented |
Primary differentiation: ssis hosts do not get IIS.
4. Cogito Configuration
Sequential inclusion of performance and tooling tasks from the utilities role:
| Task Name (Play Label) | Task File | Purpose | Outcome |
|---|---|---|---|
| Power Plan | windows/set_power_high_performance.yml | Forces High Performance power schema | Reduces CPU throttling, latency variance |
| Kernel Memory Dump | windows/set_kernel_memory_dump.yml | Configures OS crash dump strategy | Enables actionable post-mortem debugging |
| TCP IP Keep-Alive Time | windows/set_tcpip_keepalivetime.yml | Tunes persistence for idle connections | Stabilizes DB/API long-lived sessions |
| Disable Memory Pressure Protection | windows/disable_memory_pressure_protection.yml | Prevents premature throttling of memory-intensive workloads | Sustains large SQL/ETL memory utilization |
| SSMS Install | install_ssms.yml | Adds SQL Server Management Studio | Administrative GUI tooling for DB workflows |
| SQLCMD Install | install_sqlcmd.yml | Adds SQL command-line utilities | Enables scripting / automation of DB checks |
5. IIS Installation
Applies only to: clarity, caboodle, bi_restful.
Purposes
- Host API endpoints (BI Restful).
- Provide HTTP(S) front-end for service orchestration.
ssis excluded: ETL task runner typically does not expose web endpoints