How do you manage per-environment data in Docker-based microservices? - deployment

In a microservice architecture, I'm having a hard time grasping how one can manage environment-specific config (e.g. IP address and credentials for database or message broker).
Let's say you have three microservices ("A", "B", and "C"), each owned and maintained by a different team. Each team is going to need a team integration environment... where they work with the latest snapshot of their microservice, along with stable versions of all dependency microservices. Of course, you'll also need QA/staging/production environments as well. A simplified view of the big picture would look like this:
"Microservice A" Team Environment
Microservice A (SNAPSHOT)
Microservice B (STABLE)
Microservice C (STABLE)
"Microservice B" Team Environment
Microservice A (STABLE)
Microservice B (SNAPSHOT)
Microservice C (STABLE)
"Microservice C" Team Environment
Microservice A (STABLE)
Microservice B (STABLE)
Microservice C (SNAPSHOT)
QA / Staging / Production
Microservice A (STABLE, RELEASE, etc)
Microservice B (STABLE, RELEASE, etc)
Microservice C (STABLE, RELEASE, etc)
That's a lot of deployments, but that problem can be solved by a continuous integration server and perhaps something like Chef/Puppet/etc. The really hard part is that each microservice would need some environment data particular to each place in which it's deployed.
For example, in the "A" Team Environment, "A" needs one address and set of credentials to interact with "B". However, over in the "B" Team Environment, that deployment of "A" needs a different address and credentials to interact with that deployment of "B".
Also, as you get closer to production, environmental config info like this probably needs security restrictions (i.e. only certain people are able to modify or even view it).
So, with a microservice architecture, how to you maintain environment-specific config info and make it available to the apps? A few approaches come to mind, although they all seem problematic:
Have the build server bake them into the application at build-time - I suppose you could create a repo of per-environment properties files or scripts, and have the build process for each microservice reach out and pull in the appropriate script (you could also have a separate, limited-access repo for the production stuff). You would need a ton of scripts, though. Basically a separate one for every microservice in every place that microservice can be deployed.
Bake them into base Docker images for each environment - If the build server is putting your microservice applications into Docker containers as the last step of the build process, then you could create custom base images for each environment. The base image would contain a shell script that sets all of the environment variables you need. Your Dockerfile would be set to invoke this script prior to starting your application. This has similar challenges to the previous bullet-point, in that now you're managing a ton of Docker images.
Pull in the environment info at runtime from some sort of registry - Lastly, you could store your per-environment config inside something like Apache ZooKeeper (or even just a plain ol' database), and have your application code pull it in at runtime when it starts up. Each microservice application would need a way of telling which environment it's in (e.g. a startup parameter), so that it knows which set of variable to grab from the registry. The advantage of this approach is that now you can use the exact same build artifact (i.e. application or Docker container) all the way from the team environment up to production. On the other hand, you would now have another runtime dependency, and you'd still have to manage all of that data in your registry anyway.
How do people commonly address this issue in a microservice architecture? It seems like this would be a common thing to hear about.

Docker compose supports extending compose files, which is very useful for overriding specific parts of your configuration.
This is very useful at least for development environments and may be useful in small deployments too.
The idea is having a base shared compose file you can override for different teams or environments.
You can combine that with environment variables with different settings.
Environment variables are good if you want to replace simple values, if you need to make more complex changes then you use an extension file.
For instance, you can have a base compose file like this:
# docker-compose.yml
version: '3.3'
services:
service-a:
image: "image-name-a"
ports:
- "${PORT_A}"
service-b:
image: "image-name-b"
ports:
- "${PORT_B}"
service-c:
image: "image-name-c"
ports:
- "${PORT_C}"
If you want to change the ports you could just pass different values for variables PORT_X.
For complex changes you can have separate files to override specific parts of the compose file. You can override specific parameters for specific services, any parameter can be overridden.
For instance you can have an override file for service A with a different image and add a volume for development:
# docker-compose.override.yml
services:
service-a:
image: "image-alternative-a"
volumes:
- /my-dev-data:/var/lib/service-a/data
Docker compose picks up docker-compose.yml and docker-compose.override.yml by default, if you have more files, or files with different names, you need to specify them in order:
docker-compose -f docker-compose.yml -f docker-compose.dev.yml -f docker-compose.dev-service-a.yml up -d
For more complex environments the solution is going to depend on what you use, I know this is a docker question, but nowadays it's hard to find pure docker systems as most people use Kubernetes. In any case you are always going to have some sort of secret management provided by the environment and managed externally, then from the docker side of things you just have variables that are going to be provided by that environment.

Related

How to run docker-compose across different lifecycle environments

How to run docker-compose across different lifecycle environments (say dev, qa, staging, production).
Sometimes a larger VM is being shared by multiple developers, so would like to start the containers with appropriate developer specific suffixes (say dev1, dev2, dev3 ..). Should port customization be handled manually via the environment file (i.e. .env file)
This is an unusual use case for docker-compose, but I'll leave some tips anyway! :)
There's two different ways to name stuff you start with docker-compose. One is to name the service that you specify under the main services: key of your docker-compose.yml file. By default, individual running containers will be assigned names indicating what project they are from (by default, the name of the directory from which your docker-compose file is in), what service they run (this is what's specified under your services: key), and which instance of that service they are (this number changes if eg. you're using replicas). Eg. default container names for a service named myservice specified in a compose file ~/my_project/docker/docker-compose.yml will have a name like docker_myservice_1 (or _2, _3, etc if more than one container is supposed to run).
You can use environment variables to specify a lot of key-value pairs in docker-compose files, but you can't conditionally specify the service name - service keys are only allowed to have alphanumeric characters in them and compose files can't look like eg:
version: "3"
services:
${ENVVAR}:
image: ubuntu:20.04
However, you can override the container naming scheme by using the container_name field in your docker-compose file (documentation for usage here). Maybe a solution you could use looks like this:
version: "3"
services:
myservice:
image: ubuntu:20.04
container_name: ${DEVELOPER_ENVVAR?err}
this will require a developer to specify DEVELOPER_ENVVAR at runtime, either by exporting it in their shell or by running docker-compose like DEVELOPER_ENVVAR=myservice_dev1 docker-compose up. Note that using container_name is incompatible with using replicas to run multiple containers for the same service - the names have to be unique for those running containers, so you'll either have to define separate services for each name, or give up on using container_name.
However, you're in a pickle if you expect multiple developers to be able to run containers with different names using the same compose file in the same directory. That's because when starting a service, docker-compose has a Recreating step where, if there's already containers implementing that service running, they'll wait for that container to finish. Ultimately, I think this is for the best - if multiple developers were trying to run the exact same compose project at once, should a developer have control over other developers' running containers? Probably not, right?
If you want multiple developers to be able to run services at once in the same VM, I think you probably want to do two things:
first, (and you may well have already done this! but it's still a good reminder) make sure that this is a good idea. Are there going to be resource contention issues (eg. for port-forwarding) that make different running instances of your project conflict? For many Docker services, there are going to be, but there probably won't be for eg. images that are meant to be run in a swarm.
second, have different compose files checked out in different directories, so that there are separate compose projects for each developer. To use .env files one way one obvious option is to just maintain separate copies, one per developer directory. If, for your use case, it's unsatisfactory to maintain one copy of .env per developer this way, you could use symlinks named .env (or whatever your env file is named) to the same file somewhere else on the VM.
After you've done this, you'll be able to tell from the container names who is running what.
If none of these are satisfactory, you might want to consider, eg. using one VM per developer, or maybe even considering using a different container management system than docker-compose.
I have done very similar automation and I've used Ansible to create "docker compose" config on the fly.
So based on input-Environment , the ansible playbook will create the relevant docker-compose file. So basically I have a docker-compose template in my git repository with values that are dynamic and ansible playbook populates them etc.
and also you can use ansible to trigger such creation or automation one after another
A similar sample has been posted at ansible_docker_splunk repository.
Basically the whole project is to automate end-to-end docker cluster from CSV file

How to use deploy keys to automatically clone the same repository on multiple servers?

I have created a deploy key from a server instance, say host A for repository R1. Now I am scaling to 3 servers, i.e. to host B and host C and want to access R1 from them.
How to use deploy keys when it comes to multiple server instances? Do I have to copy the deploy key to other servers or do I have to generate new ones on host B and host C and add them to the GitHub repository settings?
Which of them is an ideal way for supporting auto scalability?
If you have a central service whose job it is to deploy code, then the best approach is to use one deploy key for that service and control your deployments using that service. However, it doesn't sound like that's what's going on here.
Absent that, you generally want to use one deploy key for each environment that you're deploying to, not each server. For example, if you have code that needs to be deployed to production application servers as well as developer shell servers, then use a separate deploy key for each environment and copy each environment's key to all of the servers in that environment. That way, you can later restrict access to the repository if a certain environment no longer needs it without impacting other environments.
Using a separate key for each environment means that if you have deployment scripts that need to work with multiple deploy keys (for multiple repositories), they'll function in the same way on every server in that deployment.
You should make sure that your deploy keys are well labeled so that future you (or your successor) can figure out at a glance what each key is for.

How to use Docker in the development/deployment workflow?

I'm not sure I completely understand the role of Docker in the process of development and deployment.
Say, I create a Dockerfile with nginx, some database and something else which creates a container and runs fine.
I drop it somewhere in the cloud and execute it to install and configure all the dependencies and environment settings.
Next, I have a repository with a web application which I want to run inside the container I created and deployed in the first 2 steps. I regularly work on it and push the changes.
Now, how do I integrate the web application into the container?
Do I put it as a dependency inside the Dockerfile I create in the 1st step and recreate the container each time from scratch?
Or, do I deploy the container once but have procedures inside Dockerfile that install utils that pull the code from repo by command or via hooks?
What if a container is running but I want to change some settings of, say, nginx? Do I add these changes into Dockerfile and recreate the image?
In general, what's the role of Docker in the daily app development routine? Is it used often if the infrastructure is running fine and only code is changing?
I think there is no singl "use only this" answer - as you already outlined, there are different viable concepts available.
Deployment to staging/production/pre-production
a)
Do I put it as a dependency inside the Dockerfile I create in the 1st step and recreate the container each time from scratch?
This is for sure the most docker`ish way and aligns fully with he docker-philosophy. It is highly portable, reproducible and suites anything, from one container to "swarm" thousands of. E.g. this concept has no issue suddenly scaling horizontally when you need more containers, lets say due to heavy traffic / load.
It also aligns with the idea that only the configuration/data should be dynamic in a docker container, not code / binaries /artifacts
This strategy should be chosen for production use, so when not as frequent deployments happen. If you care about downtimes during container-rebuilds (on upgrade), there are good concepts to deal with that too.
We use this for production and pre-production intances.
b)
Or, do I deploy the container once but have procedures inside
Dockerfile that install utils that pull the code from repo by command
or via hooks?
This is a more common practice for very frequent deployment. You can go the pull ( what you said ) or the push (docker cp / ssh scp) concept, while i guess the latter is preferred in this kind of environment.
We use this for any kind strategy for staging instances, which basically should reflect the current "codebase" and its status. We also use this for smoke-tests and CI, but depending on the application. If the app actually changes its dependencies a lot and a clean build requires a rebuild with those to really ensure stuff is tested as it is supposed to, we actually rebuild the image during CI.
Configuration management
1.
What if a container is running but I want to change some settings of,
say, nginx? Do I add these changes into Dockerfile and recreate the
image?
I am not using this as c) since this is configuration management, not applications deployment and the answer to this can be very complicated, depending on your case. In general, if redeployment needs configuration changes, it depends on your configuration management, if you can go with b) or always have to go a).
E.g. if you use https://github.com/markround/tiller with consul as the backend, you can push the configuration changes into consul, regenerating the configuration with tiller, while using consul watch -prefix /configuration tiller as a watch-task to react on those value changes.
This enables you to go b) and fix the configuration
You can also use https://github.com/markround/tiller and on deployment, e.g. change ENV vars or some kind of yml file ( tiller supports different backends ), and call tiller during deployment yourself. This most probably needs you to have ssh or you ssh on the host and use docker cp and docker exec
Development
In development, you generally reuse your docker-compose.yml file you use for production, but overload it with docker-compose-dev.yml to e.g. mount your code-folder, set RAILS_ENV=development, reconfigurat / mount some other configurations like xdebug or more verbose nginx loggin, whatever you need. You can also add some fake MTA-services like fermata and so on
docker-compose -f docker-compose.yml -f docker-compose-dev.yml up
docker-compose-dev.yml only overloads some values, it does not redefine it or duplicate it.
Depending on how powerful your configuration management is, you can also do a pre-installation during development stack up.
We actually use scaffolding for that, we use https://github.com/xeger/docker-compose and after running it, we use docker exec and docker cp to preinstall a instance or stage something. Some examples are here https://github.com/EugenMayer/docker-sync/wiki/7.-Scripting-with-docker-sync
If you are developing under OSX and you face performance issues due to OSXFS / code shares, you probably want to have a look at http://docker-sync.io ( i am biased though )

How to implement the "One Binary" principle with Docker

The One Binary principle explained here:
http://programmer.97things.oreilly.com/wiki/index.php/One_Binary states that one should...
"Build a single binary that you can identify and promote through all the stages in the release pipeline. Hold environment-specific details in the environment. This could mean, for example, keeping them in the component container, in a known file, or in the path."
I see many dev-ops engineers arguably violate this principle by creating one docker image per environment (ie, my-app-qa, my-app-prod and so on). I know that Docker favours immutable infrastructure which implies not changing an image after deployment, therefore not uploading or downloading configuration post deployment. Is there a trade-off between immutable infrastructure and the one binary principle or can they complement each-other? When it comes to separating configuration from code what is the best practice in a Docker world??? Which one of the following approaches should one take...
1) Creating a base binary image and then having a configuration Dockerfile that augments this image by adding environment specific configuration. (i.e my-app -> my-app-prod)
2) Deploying a binary-only docker image to the container and passing in the configuration through environment variables and so on at deploy time.
3) Uploading the configuration after deploying the Docker file to a container
4) Downloading configuration from a configuration management server from the running docker image inside the container.
5) Keeping the configuration in the host environment and making it available to the running Docker instance through a bind mount.
Is there another better approach not mentioned above?
How can one enforce the one binary principle using immutable infrastructure? Can it be done or is there a trade-off? What is the best practice??
I've about 2 years of experience deploying Docker containers now, so I'm going to talk about what I've done and/or know to work.
So, let me first begin by saying that containers should definitely be immutable (I even mark mine as read-only).
Main approaches:
use configuration files by setting a static entrypoint and overriding the configuration file location by overriding the container startup command - that's less flexible, since one would have to commit the change and redeploy in order to enable it; not fit for passwords, secure tokens, etc
use configuration files by overriding their location with an environment variable - again, depends on having the configuration files prepped in advance; ; not fit for passwords, secure tokens, etc
use environment variables - that might need a change in the deployment code, thus lessening the time to get the config change live, since it doesn't need to go through the application build phase (in most cases), deploying such a change might be pretty easy. Here's an example - if deploying a containerised application to Marathon, changing an environment variable could potentially just start a new container from the last used container image (potentially on the same host even), which means that this could be done in mere seconds; not fit for passwords, secure tokens, etc, and especially so in Docker
store the configuration in a k/v store like Consul, make the application aware of that and let it be even dynamically reconfigurable. Great approach for launching features simultaneously - possibly even accross multiple services; if implemented with a solution such as HashiCorp Vault provides secure storage for sensitive information, you could even have ephemeral secrets (an example would be the PostgreSQL secret backend for Vault - https://www.vaultproject.io/docs/secrets/postgresql/index.html)
have an application or script create the configuration files before starting the main application - store the configuration in a k/v store like Consul, use something like consul-template in order to populate the app config; a bit more secure - since you're not carrying everything over through the whole pipeline as code
have an application or script populate the environment variables before starting the main application - an example for that would be envconsul; not fit for sensitive information - someone with access to the Docker API (either through the TCP or UNIX socket) would be able to read those
I've even had a situation in which we were populating variables into AWS' instance user_data and injecting them into container on startup (with a script that modifies containers' json config on startup)
The main things that I'd take into consideration:
what are the variables that I'm exposing and when and where am I getting their values from (could be the CD software, or something else) - for example you could publish the AWS RDS endpoint and credentials to instance's user_data, potentially even EC2 tags with some IAM instance profile magic
how many variables do we have to manage and how often do we change some of them - if we have a handful, we could probably just go with environment variables, or use environment variables for the most commonly changed ones and variables stored in a file for those that we change less often
and how fast do we want to see them changed - if it's a file, it typically takes more time to deploy it to production; if we're using environment variable
s, we can usually deploy those changes much faster
how do we protect some of them - where do we inject them and how - for example Ansible Vault, HashiCorp Vault, keeping them in a separate repo, etc
how do we deploy - that could be a JSON config file sent to an deployment framework endpoint, Ansible, etc
what's the environment that we're having - is it realistic to have something like Consul as a config data store (Consul has 2 different kinds of agents - client and server)
I tend to prefer the most complex case of having them stored in a central place (k/v store, database) and have them changed dynamically, because I've encountered the following cases:
slow deployment pipelines - which makes it really slow to change a config file and have it deployed
having too many environment variables - this could really grow out of hand
having to turn on a feature flag across the whole fleet (consisting of tens of services) at once
an environment in which there is real strive to increase security by better handling sensitive config data
I've probably missed something, but I guess that should be enough of a trigger to think about what would be best for your environment
How I've done it in the past is to incorporate tokenization into the packaging process after a build is executed. These tokens can be managed in an orchestration layer that sits on top to manage your platform tools. So for a given token, there is a matching regex or xpath expression. That token is linked to one or many config files, depending on the relationship that is chosen. Then, when this build is deployed to a container, a platform service (i.e. config mgmt) will poke these tokens with the correct value with respect to its environment. These poke values most likely would be pulled from a vault.

Using Ansible to automatically configure AWS autoscaling group instances

I'm using Amazon Web Services to create an autoscaling group of application instances behind an Elastic Load Balancer. I'm using a CloudFormation template to create the autoscaling group + load balancer and have been using Ansible to configure other instances.
I'm having trouble wrapping my head around how to design things such that when new autoscaling instances come up, they can automatically be provisioned by Ansible (that is, without me needing to find out the new instance's hostname and run Ansible for it). I've looked into Ansible's ansible-pull feature but I'm not quite sure I understand how to use it. It requires a central git repository which it pulls from, but how do you deal with sensitive information which you wouldn't want to commit?
Also, the current way I'm using Ansible with AWS is to create the stack using a CloudFormation template, then I get the hostnames as output from the stack, and then generate a hosts file for Ansible to use. This doesn't feel quite right – is there "best practice" for this?
Yes, another way is just to simply run your playbooks locally once the instance starts. For example you can create an EC2 AMI for your deployment that in the rc.local file (Linux) calls ansible-playbook -i <inventory-only-with-localhost-file> <your-playbook>.yml. rc.local is almost the last script run at startup.
You could just store that sensitive information in your EC2 AMI, but this is a very wide topic and really depends on what kind of sensitive information it is. (You can also use private git repositories to store sensitive data).
If for example your playbooks get updated regularly you can create a cron entry in your AMI that runs every so often and that actually runs your playbook to make sure your instance configuration is always up to date. Thus avoiding having "push" from a remote workstation.
This is just one approach there could be many others and it depends on what kind of service you are running, what kind data you are using, etc.
I don't think you should use Ansible to configure new auto-scaled instances. Instead use Ansible to configure a new image, of which you will create an AMI (Amazon Machine Image), and order AWS autoscaling to launch from that instead.
On top of this, you should also use Ansible to easily update your existing running instances whenever you change your playbook.
Alternatives
There are a few ways to do this. First, I wanted to cover some alternative ways.
One option is to use Ansible Tower. This creates a dependency though: your Ansible Tower server needs to be up and running at the time autoscaling or similar happens.
The other option is to use something like packer.io and build fully-functioning server AMIs. You can install all your code into these using Ansible. This doesn't have any non-AWS dependencies, and has the advantage that it means servers start up fast. Generally speaking building AMIs is the recommended approach for autoscaling.
Ansible Config in S3 Buckets
The alternative route is a bit more complex, but has worked well for us when running a large site (millions of users). It's "serverless" and only depends on AWS services. It also supports multiple Availability Zones well, and doesn't depend on running any central server.
I've put together a GitHub repo that contains a fully-working example with Cloudformation. I also put together a presentation for the London Ansible meetup.
Overall, it works as follows:
Create S3 buckets for storing the pieces that you're going to need to bootstrap your servers.
Save your Ansible playbook and roles etc in one of those S3 buckets.
Have your Autoscaling process run a small shell script. This script fetches things from your S3 buckets and uses it to "bootstrap" Ansible.
Ansible then does everything else.
All secret values such as Database passwords are stored in CloudFormation Parameter values. The 'bootstrap' shell script copies these into an Ansible fact file.
So that you're not dependent on external services being up you also need to save any build dependencies (eg: any .deb files, package install files or similar) in an S3 bucket. You want this because you don't want to require ansible.com or similar to be up and running for your Autoscale bootstrap script to be able to run. Generally speaking I've tried to only depend on Amazon services like S3.
In our case, we then also use AWS CodeDeploy to actually install the Rails application itself.
The key bits of the config relating to the above are:
S3 Bucket Creation
Script that copies things to S3
Script to copy Bootstrap Ansible. This is the core of the process. This also writes the Ansible fact files based on the CloudFormation parameters.
Use the Facts in the template.