Error Recovery and Rollback

Why Rollback Matters

You're deploying a critical configuration change to 50 devices. On device 45, the change causes an unexpected failure.

Two scenarios:

Scenario A (No Rollback):

• Devices 1-44: Changed successfully
• Device 45: Failed (now in broken state)
• Devices 46-50: Partially changed (inconsistent)
• Result: Entire network is broken, manual recovery required

Scenario B (With Rollback):

• Devices 1-44: Changed successfully
• Device 45: Change detected as bad → Automatically reverts
• Devices 46-50: Never attempted (deployment stopped early)
• Result: Partial success visible, easy to retry

Rollback transforms catastrophic failure into controlled, reversible change.

---

The Business Case: Safe Deployment

The Cost of Uncontrolled Changes

Without Rollback:
✓ Change starts
✓ Device 1: Success
✓ Device 2: Success
...
✓ Device 44: Success
✗ Device 45: FAILURE (now in unknown state)
✗ Device 46-50: Partially changed (inconsistent)
→ Manual remediation (2-4 hours)
→ Customer SLA breach ($$$)
→ Lost trust in automation

With Automated Rollback

With Rollback:
✓ Capture pre-state
✓ Change starts
✓ Device 1-44: Success
✓ Validate device 45 post-state
✗ Post-state invalid
→ Rollback device 45 automatically
→ Stop deployment loop
✓ Manual inspection
→ Fix root cause
→ Retry (now succeeds)

---

Architecture: Rollback Strategy

Step 1: Capture Pre-State
┌────────────────────┐
│ Device             │
│ Config: VLAN 100   │
│ Routes: 10 BGP     │
└────────────────────┘
       ↓
Step 2: Make Change
┌────────────────────┐
│ Device             │
│ Config: VLAN 100,  │
│          101, 102  │
│ Routes: 12 BGP     │
└────────────────────┘
       ↓
Step 3: Validate Post-State
┌─────────────────────────────┐
│ Expected: VLAN 100, 101, 102 │
│ Actual:   VLAN 100, 101, 102 │
│ → PASS ✓                     │
└─────────────────────────────┘
       ↓
Step 4: If Validation Fails
┌────────────────────┐
│ Expected: VLAN ... │
│ Actual: VLAN...    │
│ → FAIL ✗           │
└────────────────────┘
       ↓
Step 4b: Rollback to Pre-State
┌────────────────────┐
│ Device config:     │
│ → Restore from     │
│   pre-state backup │
│ → Verify success   │
└────────────────────┘

---

Pattern 1: State Capture & Comparison

The Implementation

# src/state_management.py
import json
from datetime import datetime
from netmiko import ConnectHandler

class DeviceStateManager:
    """Capture and compare device states."""

    def __init__(self, device):
        """
        Initialize with a connected device.

        Args:
            device: Netmiko ConnectHandler instance
        """
        self.device = device
        self.state_history = {}

    def capture_state(self, state_name="current", commands=None):
        """
        Capture current device configuration state.

        Args:
            state_name: Label for this state (e.g., "pre_change", "post_change")
            commands: List of commands to run (default: common show commands)

        Returns:
            dict: Device state snapshot
        """
        if commands is None:
            commands = [
                "show ip route summary",
                "show ip interface brief",
                "show running-config | include vlan",
                "show ip bgp summary",
            ]

        state = {
            "timestamp": datetime.utcnow().isoformat(),
            "device": self.device.host,
            "outputs": {}
        }

        for command in commands:
            try:
                output = self.device.send_command(command)
                state["outputs"][command] = output
            except Exception as e:
                state["outputs"][command] = f"ERROR: {str(e)}"

        # Store in history
        self.state_history[state_name] = state

        return state

    def compare_states(self, state1_name, state2_name):
        """
        Compare two captured states.

        Args:
            state1_name: Name of first state (e.g., "pre_change")
            state2_name: Name of second state (e.g., "post_change")

        Returns:
            dict: Differences between states
        """
        state1 = self.state_history.get(state1_name)
        state2 = self.state_history.get(state2_name)

        if not state1 or not state2:
            raise ValueError("Both states must be captured first")

        differences = {
            "state1": state1_name,
            "state2": state2_name,
            "changes": {}
        }

        # Compare command outputs
        for command in state1["outputs"]:
            output1 = state1["outputs"].get(command, "")
            output2 = state2["outputs"].get(command, "")

            if output1 != output2:
                differences["changes"][command] = {
                    "before": output1[:200] + "..." if len(output1) > 200 else output1,
                    "after": output2[:200] + "..." if len(output2) > 200 else output2,
                }

        return differences

    def save_state_to_file(self, state_name, filename):
        """
        Save state snapshot to file for recovery.

        Args:
            state_name: Name of state to save
            filename: File path
        """
        state = self.state_history.get(state_name)
        if not state:
            raise ValueError(f"State '{state_name}' not found")

        with open(filename, 'w') as f:
            json.dump(state, f, indent=2)

        print(f"✓ State saved to {filename}")

    def load_state_from_file(self, filename):
        """Load previously saved state."""
        with open(filename, 'r') as f:
            state = json.load(f)

        self.state_history["loaded"] = state
        return state

Usage Example

from netmiko import ConnectHandler
from state_management import DeviceStateManager

# Connect to device
device = ConnectHandler(
    device_type="cisco_ios",
    host="10.0.0.1",
    username="admin",
    password="password"
)

# Initialize state manager
state_mgr = DeviceStateManager(device)

# Step 1: Capture pre-change state
print("Capturing pre-change state...")
state_mgr.capture_state("pre_change")
state_mgr.save_state_to_file("pre_change", "pre_change_backup.json")

# Step 2: Make changes
print("Deploying changes...")
device.send_command("configure terminal")
device.send_command("vlan 100")
device.send_command("name DATA")
device.send_command("exit")
device.send_command("end")

# Step 3: Capture post-change state
print("Capturing post-change state...")
state_mgr.capture_state("post_change")

# Step 4: Compare states
print("Analyzing changes...")
diff = state_mgr.compare_states("pre_change", "post_change")
print(json.dumps(diff, indent=2))

device.disconnect()

---

Pattern 2: Validation-Driven Rollback

The Implementation

# src/validation.py
from dataclasses import dataclass
from typing import Callable, Any, List

@dataclass
class ValidationResult:
    """Result of a validation check."""
    passed: bool
    message: str
    details: dict = None

class DeviceValidator:
    """Validate device state and trigger rollback if needed."""

    def __init__(self, device, state_manager):
        """
        Initialize validator.

        Args:
            device: Netmiko device
            state_manager: DeviceStateManager instance
        """
        self.device = device
        self.state_manager = state_manager
        self.validators = []

    def add_validator(self, name: str, validation_func: Callable):
        """
        Register a validation function.

        Args:
            name: Validator name
            validation_func: Function that returns ValidationResult
        """
        self.validators.append((name, validation_func))

    def validate_all(self) -> List[ValidationResult]:
        """
        Run all registered validators.

        Returns:
            list: Validation results
        """
        results = []

        for name, validator_func in self.validators:
            try:
                result = validator_func()
                results.append(result)

                status = "✓" if result.passed else "✗"
                print(f"{status} {name}: {result.message}")

            except Exception as e:
                result = ValidationResult(
                    passed=False,
                    message=f"Validator failed: {str(e)}",
                    details={"error": str(e)}
                )
                results.append(result)

        return results

    def all_passed(self, results: List[ValidationResult]) -> bool:
        """Check if all validations passed."""
        return all(r.passed for r in results)


# Example validators for common checks

def validate_no_config_errors(device) -> ValidationResult:
    """Check device has no syntax errors."""
    output = device.send_command("show running-config")

    if "ERROR" in output or "invalid" in output.lower():
        return ValidationResult(
            passed=False,
            message="Configuration contains errors"
        )

    return ValidationResult(
        passed=True,
        message="No configuration errors detected"
    )


def validate_interfaces_up(device, min_interfaces=2) -> ValidationResult:
    """Check minimum number of interfaces are up."""
    output = device.send_command("show ip interface brief")

    # Count 'up' interfaces
    up_count = output.count(" UP ")

    if up_count < min_interfaces:
        return ValidationResult(
            passed=False,
            message=f"Only {up_count} interfaces up (expected {min_interfaces})",
            details={"up_interfaces": up_count, "required": min_interfaces}
        )

    return ValidationResult(
        passed=True,
        message=f"{up_count} interfaces up (required {min_interfaces})"
    )


def validate_bgp_neighbors_established(device, min_neighbors=1) -> ValidationResult:
    """Check BGP neighbors are established."""
    output = device.send_command("show ip bgp summary")

    # Count 'Established' neighbors
    established = output.count("Established")

    if established < min_neighbors:
        return ValidationResult(
            passed=False,
            message=f"Only {established} BGP neighbors established (expected {min_neighbors})"
        )

    return ValidationResult(
        passed=True,
        message=f"{established} BGP neighbors established"
    )


def validate_vlans_created(device, expected_vlans: List[int]) -> ValidationResult:
    """Check expected VLANs exist."""
    output = device.send_command("show vlan brief")

    missing = []
    for vlan_id in expected_vlans:
        if f"VLAN{vlan_id:04d}" not in output:
            missing.append(vlan_id)

    if missing:
        return ValidationResult(
            passed=False,
            message=f"VLANs missing: {missing}",
            details={"missing_vlans": missing}
        )

    return ValidationResult(
        passed=True,
        message=f"All {len(expected_vlans)} expected VLANs created"
    )

---

Pattern 3: Automatic Rollback

The Implementation

# src/rollback.py
from state_management import DeviceStateManager
from validation import DeviceValidator

class RollbackManager:
    """Manage configuration rollback."""

    def __init__(self, device):
        """Initialize rollback manager."""
        self.device = device
        self.state_manager = DeviceStateManager(device)
        self.rollback_config = None

    def safe_config_deploy(self, change_func, validators: list) -> bool:
        """
        Apply configuration changes with automatic rollback on failure.

        Args:
            change_func: Function that applies changes (takes device as arg)
            validators: List of (validator_name, validator_func) tuples

        Returns:
            bool: True if successful, False if rolled back
        """
        print("Step 1: Capturing pre-change configuration...")
        self.state_manager.capture_state("pre_change")
        self.state_manager.save_state_to_file("pre_change", "/tmp/pre_change.json")

        print("\nStep 2: Applying configuration changes...")
        try:
            change_func(self.device)
        except Exception as e:
            print(f"✗ Configuration deployment failed: {str(e)}")
            print("Performing emergency rollback...")
            self._rollback_to_saved_state()
            return False

        print("\nStep 3: Capturing post-change configuration...")
        self.state_manager.capture_state("post_change")

        print("\nStep 4: Validating changes...")
        validator = DeviceValidator(self.device, self.state_manager)

        # Register all validators
        for validator_name, validator_func in validators:
            validator.add_validator(
                validator_name,
                lambda vf=validator_func: vf(self.device)
            )

        results = validator.validate_all()

        if not validator.all_passed(results):
            print("\n✗ Post-deployment validation FAILED")
            print("Performing automatic rollback...")
            self._rollback_to_saved_state()
            return False

        print("\n✓ All validations PASSED")
        print("Configuration change successful!")
        return True

    def _rollback_to_saved_state(self):
        """Rollback to pre-change state."""
        print("Loading pre-change configuration...")

        # Get running config from before change
        # This is device-specific; example for Cisco IOS:
        pre_state = self.state_manager.state_history.get("pre_change")

        if not pre_state:
            print("✗ ERROR: No pre-change state available!")
            return

        # For full rollback, reload from backup or use NVRAM
        print("Reloading from startup configuration...")
        self.device.send_command("reload")
        self.device.send_command("yes")  # Confirm reload

        # Wait for reload (in production, use proper wait logic)
        import time
        time.sleep(60)

        print("✓ Rollback to pre-change state...")

Production Usage

# src/deploy.py
from netmiko import ConnectHandler
from rollback import RollbackManager
from validation import (
    validate_no_config_errors,
    validate_interfaces_up,
    validate_vlans_created
)

def deploy_vlan_config(device):
    """Apply VLAN configuration."""
    device.send_command("configure terminal")
    device.send_command("vlan 100")
    device.send_command("name DATA")
    device.send_command("exit")
    device.send_command("vlan 101")
    device.send_command("name VOICE")
    device.send_command("exit")
    device.send_command("end")
    print("✓ VLAN configuration commands sent")

# Main deployment workflow
device = ConnectHandler(
    device_type="cisco_ios",
    host="10.0.0.1",
    username="admin",
    password="password"
)

rollback = RollbackManager(device)

validators = [
    ("config_errors", validate_no_config_errors),
    ("interfaces_up", validate_interfaces_up),
    ("vlans_created", lambda d: validate_vlans_created(d, [100, 101])),
]

success = rollback.safe_config_deploy(deploy_vlan_config, validators)

if success:
    print("\n✓ Deployment successful!")
else:
    print("\n✗ Deployment failed and rolled back")

device.disconnect()

---

Pattern 4: Nornir Integration with Rollback

# src/nornir_rollback_task.py
from nornir import InitNornir
from nornir.core.task import Task, Result
from rollback import RollbackManager
from validation import (
    validate_no_config_errors,
    validate_interfaces_up
)

def deploy_with_rollback(task: Task) -> Result:
    """
    Nornir task: Deploy config with automatic rollback.
    """
    try:
        # Get device connection
        device = task.host.get_connection("netmiko")

        # Initialize rollback manager
        rollback = RollbackManager(device)

        # Define change function
        def apply_changes(dev):
            dev.send_command("configure terminal")
            dev.send_command("interface Gi0/0/1")
            dev.send_command("shutdown")
            dev.send_command("exit")
            dev.send_command("end")

        # Define validators
        validators = [
            ("config_errors", validate_no_config_errors),
            ("interfaces_up", validate_interfaces_up),
        ]

        # Perform safe deployment
        success = rollback.safe_config_deploy(apply_changes, validators)

        if success:
            return Result(
                host=task.host,
                result="Deployment successful with all validations passed"
            )
        else:
            return Result(
                host=task.host,
                failed=True,
                result="Deployment failed and was rolled back"
            )

    except Exception as e:
        return Result(
            host=task.host,
            failed=True,
            result=f"Deployment error: {str(e)}"
        )

# Usage
nr = InitNornir(config_file="config.yaml")
results = nr.run(task=deploy_with_rollback)

# Print results
for hostname, result in results.items():
    status = "✓" if not result[0].failed else "✗"
    print(f"{status} {hostname}: {result[0].result}")

---

Best Practices

1. Always Capture State BEFORE Changes

# ✅ GOOD
state_mgr.capture_state("pre_change")
make_changes()
state_mgr.capture_state("post_change")

# ❌ BAD - No pre-state to rollback to
make_changes()
state_mgr.capture_state("post_change")

2. Validate Specific, Measurable Conditions

# ✅ GOOD - Specific, testable condition
def validate_vlan_100_exists(device):
    output = device.send_command("show vlan id 100")
    if "VLAN0100" in output:
        return ValidationResult(passed=True, message="VLAN 100 exists")
    return ValidationResult(passed=False, message="VLAN 100 missing")

# ❌ BAD - Vague, unmeasurable
def validate_config_good(device):
    # "Good"? What does that mean?
    return ValidationResult(passed=True, message="Config looks good")

3. Implement Gradual Rollout

# ✅ GOOD - Deploy to 5% first, then 50%, then 100%
devices = get_all_devices()
deploy_to_devices(devices[0:len(devices)//20])  # 5%
validate_all()
deploy_to_devices(devices[len(devices)//20:len(devices)//2])  # 45%
validate_all()
deploy_to_devices(devices[len(devices)//2:])  # 50%

# ❌ BAD - All-or-nothing deployment
deploy_to_devices(all_devices)

4. Keep Rollback Simple

# ✅ GOOD - Rollback is straightforward
# Option 1: Reload from NVRAM
device.send_command("reload")

# Option 2: Restore from backup
restore_from_backup(device)

# ❌ BAD - Complex rollback that might fail
try_to_undo_each_command()  # Fragile!

5. Test Rollback Procedures

# pytest
def test_rollback_works(mock_device):
    """Ensure rollback actually works."""
    rollback = RollbackManager(mock_device)

    # Capture state
    rollback.state_manager.capture_state("pre_change")

    # Make bad change that fails validation
    def bad_change(dev):
        dev.send_command("shutdown all interfaces")  # BAD!

    validators = [
        ("interfaces_up", validate_interfaces_up)
    ]

    success = rollback.safe_config_deploy(bad_change, validators)

    assert success is False  # Should have rolled back
    assert mock_device.reload.called  # Verify reload was called

---

Summary

Concept	Purpose
State Capture	Snapshot device before and after
Comparison	Identify exactly what changed
Validation	Verify changes are correct
Automatic Rollback	Fix problems without manual intervention
Gradual Rollout	Detect failures early, limit blast radius

Safe deployment = Capture → Change → Validate → Rollback if needed

---

Next Steps

• State Management & Idempotency — Ensure safe repeatable deployments
• Health Checks & Pre-Flight Validation — Validate before changes

Need help applying this in a live Cisco environment?

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