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Simplify infrastructure/app testing/deployment

Project description

What?

A lightweight wrapper around linting (e.g. yamllint) & infrastructure deployment tools (e.g. CloudFormation, Terraform, Serverless) to ease management of per-environment configs & deployment.

Why?

Very simple configuration to:

  • Perform automatic linting/verification

  • Ensure deployments are only performed when an environment config is present

  • Define an IAM role to assume for each deployment

  • Wrangle Terraform backend/workspace configs w/ per-environment tfvars

  • Avoid long-term tool lock-in

    • runway is a simple wrapper around standard tools. It simply helps to avoid convoluted Makefiles / CI jobs

How?

Basic Concepts

  • Modules:

    • A single-tool configuration of an application/component/infrastructure (e.g. a set of CloudFormation stacks to deploy a VPC, a Serverless app)

  • Regions:

    • AWS regions

  • Environments:

    • A Serverless stage, a Terraform workspace, etc.

    • Environments are determined automatically from:

      1. Git branches. We recommend promoting changes through clear environment branches (prefixed with ENV-). For example, when running a deployment in the ENV-dev branch dev will be the environment. The master branch can also be used as a special ‘shared’ environment called common (e.g. for modules not normally promoted through other environments).

      2. The parent folder name of each module. For teams with a preference or technical requirement to not use git branches, each environment can be represented on disk as a folder. Instead of promoting changes via git merges, changes can be promoted by copying the files between the environment folders. See the ignore_git_branch runway.yml config option.

        • The folder name of the module itself (not its parent folder) if the ignore_git_branch and current_dir runway.yml config config options are both used (see “Directories as Environments with a Single Module” in “Repo Structure”).

      3. The DEPLOY_ENVIRONMENT environment variable.

  • Deployments:

    • Mappings of modules to regions, optionally with AWS IAM roles to assume

  • runway.yml:

    • List of deployments

    • When the CI environment variable is set, all deployments are run in order; otherwise, the user is prompted for deployments to run.

Repo Structure

Git Branches as Environments

Sample repo structure, showing 2 modules using environment git branches (these same files would be present in each environment branch, with changes to any environment promoted through branches):

.
├── myapp.cfn
│   ├── dev-us-west-2.env
│   ├── prod-us-west-2.env
│   ├── myapp.yaml
│   └── templates
│       └── foo.json
├── myapp.tf
│   ├── backend.tfvars
│   ├── dev-us-east-1.tfvars
│   ├── prod-us-east-1.tfvars
│   └── main.tf
└── runway.yml

Directories as Environments

Another sample repo structure, showing the same modules nested in environment folders:

.
├── dev
│   ├── myapp.cfn
│   │   ├── dev-us-west-2.env
|   │   ├── prod-us-west-2.env
│   │   ├── myapp.yaml
│   │   └── templates
│   │       └── myapp_cf_template.json
│   ├── myapp.tf
│   │   ├── backend.tfvars
│   │   ├── dev-us-east-1.tfvars
|   │   ├── prod-us-east-1.tfvars
│   │   └── main.tf
│   └── runway.yml
└── prod
    ├── myapp.cfn
    │   ├── dev-us-west-2.env
    │   ├── prod-us-west-2.env
    │   ├── myapp.yaml
    │   └── templates
    │       └── myapp_cf_template.json
    ├── myapp.tf
    │   ├── backend.tfvars
    │   ├── dev-us-east-1.tfvars
    │   ├── prod-us-east-1.tfvars
    │   └── main.tf
    └── runway.yml

Directories as Environments with a Single Module

Another sample repo structure, showing environment folders containing a single CloudFormation module at their root (combining the current_dir & ignore_git_branch “Runway Config File” options to merge the Environment & Module folders):

.
├── dev
│   ├── dev-us-west-2.env
│   ├── prod-us-west-2.env
│   ├── myapp.yaml
│   ├── runway.yml
│   └── templates
│       └── myapp_cf_template.json
└── prod
    ├── dev-us-west-2.env
    ├── prod-us-west-2.env
    ├── myapp.yaml
    ├── runway.yml
    └── templates
        └── myapp_cf_template.json

Runway Config File

runway.yml example:

---
# Order that modules will be deployed. A module will be skipped if a
# corresponding env/config file is not present in its folder.
# (e.g., for cfn modules, if a dev-us-west-2.env file is not in the 'app.cfn'
# folder when running a dev deployment of 'app' to us-west-2 then it will be
# skipped.)
deployments:
  - modules:
      - myapp.cfn
    regions:
      - us-west-2
  - modules:
      - myapp.tf
    regions:
      - us-east-1
    assume-role:  # optional
      # When running multiple deployments, post_deploy_env_revert can be used
      # to revert the AWS credentials in the environment to their previous
      # values
      # post_deploy_env_revert: true
      dev: arn:aws:iam::account-id1:role/role-name
      prod: arn:aws:iam::account-id2:role/role-name
      # A single ARN can be specified instead, to apply to all environments
      # arn: arn:aws:iam::account-id:role/role-name
    account-alias:  # optional
      # A mapping of environment -> alias mappings can be provided to have
      # Runway verify the current assumed role / credentials match the
      # necessary account
      dev: my_dev_account
      prod: my_dev_account
    account-id:  # optional
      # A mapping of environment -> id mappings can be provided to have Runway
      # verify the current assumed role / credentials match the necessary
      # account
      dev: 123456789012
      prod: 345678901234

# If using environment folders instead of git branches, git branch lookup can
# be disabled entirely (see "Repo Structure")
# ignore_git_branch: true

runway.yml can also be placed in a module folder (e.g. a repo/environment containing only one module doesn’t need to nest the module in a subfolder):

---
# This will deploy the module in which runway.yml is located
deployments:
  - current_dir: true
    regions:
      - us-west-2
    assume-role:
      arn: arn:aws:iam::account-id:role/role-name

# If using environment folders instead of git branches, git branch lookup can
# be disabled entirely (see "Repo Structure"). See "Directories as Environments
# with a Single Module" in "Repo Structure".
# ignore_git_branch: true

Installation

  • Install Python 2

    • On Linux (assuming default Bash shell; adjust for others appropriately):

      • Setup your shell for user-installed (non-root) pip packages:

        • echo 'export PATH=$HOME/.local/bin:$PATH' >> ${HOME}/.bashrc

        • source ${HOME}/.bashrc

      • Install Python/pip:

        • Debian-family (e.g. Ubuntu): sudo apt-get -y install python-pip python-minimal

        • Amazon Linux should should work out of the box

        • RHEL-family:

          • If easy_install is available: easy_install --user pip

          • Otherwise, enable EPEL and sudo yum install python-pip

    • On macOS (assuming default Bash shell; adjust for others appropriately):

      • if ! which pip > /dev/null; then easy_install --user pip; fi

      • echo 'export PATH="${HOME}/Library/Python/2.7/bin:${PATH}"' >> ${HOME}/.bash_profile

      • source ${HOME}/.bash_profile

    • On Windows:

      • This can be done via the Chocolately package manager (e.g. choco install python2), or manually from their website

        • If installing via Chocolately, default options will be sufficient. Close/reopen terminals after installation to use the updated PATH

        • If installing manually, use the default options with the exception of the “Add python to Path” (it should be enabled).

      • Add %USERPROFILE%\AppData\Roaming\Python\Scripts to PATH environment variable

  • Install runway (doesn’t require sudo/admin permissions):

    • pip install --user runway

      • If this produces an error like Unknown distribution option: 'python_requires', upgrade setuptools first pip install --user --upgrade setuptools

Use

  • runway test (aka runway preflight) - execute this in your environment to catch errors; if it exits 0, you’re ready for…

  • runway plan (aka runway taxi) - this optional step will show the diff/plan of what will be changed. With a satisfactory plan you can…

  • runway deploy (aka runway takeoff) - if running interactively, you can choose which deployment to run; otherwise (i.e. on your CI system) each deployment will be run in sequence.

Removing Deployments

  • runway destroy (aka runway dismantle) - if running interactively, you can choose which deployment to remove; otherwise (i.e. on your CI system) every deployment will be run in reverse sequence (use with caution).

Module Configurations

CloudFormation

CloudFormation modules are managed by 2 files: a key/value environment file, and a yaml file defining the stacks/templates/params.

Environment - name these in the form of ENV-REGION.env (e.g. dev-us-east-1.env) or ENV.env (e.g. dev.env):

# Namespace is used as each stack's prefix
# We recommend an (org/customer)/environment delineation
namespace: contoso-dev
environment: dev
customer: contoso
region: us-west-2
# The stacker bucket is the S3 bucket (automatically created) where templates
# are uploaded for deployment (a CloudFormation requirement for large templates)
stacker_bucket_name: stacker-contoso-us-west-2

Stack config - these can have any name ending in .yaml (they will be evaluated in alphabetical order):

# Note namespace/stacker_bucket_name being substituted from the environment
namespace: ${namespace}
stacker_bucket: ${stacker_bucket_name}

stacks:
  myvpcstack:  # will be deployed as contoso-dev-myvpcstack
    template_path: templates/vpc.yaml
    # The enabled option is optional and defaults to true. You can use it to
    # enable/disable stacks per-environment (i.e. like the namespace
    # substitution above, but with the value of either true or false for the
    # enabled option here)
    enabled: true
  myvpcendpoint:
    template_path: templates/vpcendpoint.yaml
    # variables map directly to CFN parameters; here used to supply the
    # VpcId output from the myvpcstack to the VpcId parameter of this stack
    variables:
      VpcId: ${output myvpcstack::VpcId}

The config yaml supports many more features; see the full Stacker documentation for more detail (e.g. stack configuration options, additional lookups in addition to output (e.g. SSM, DynamoDB))

Serverless

Standard Serverless rules apply, with the following recommendations/caveats:

  • Runway environments map directly to Serverless stages.

  • A package.json file is required, specifying the serverless dependency and a sls script, e.g.:

    {
      "name": "mymodulename",
      "version": "1.0.0",
      "description": "My serverless module",
      "main": "handler.py",
      "devDependencies": {
    "serverless": "^1.25.0"
      },
      "scripts": {
    "sls": "sls"
      },
      "author": "Serverless Devs",
      "license": "ISC"
    }
  • We strongly recommend you commit the package-lock.json that is generated after running npm install

  • Each stage requires its own config file (even if empty for a particular stage), in one of the following forms:

    config-STAGE-REGION.yml
    config-STAGE.yml
    config-STAGE-REGION.json
    config-STAGE.json

Terraform

Standard Terraform rules apply, with the following recommendations/caveats:

  • Each environment requires its own tfvars file, in the form of ENV-REGION.tfvars (e.g. dev-contoso.tfvars).

  • We recommend (but do not require) having a backend configuration separate from the terraform module code:

main.tf:

terraform {
  backend "s3" {
    key = "some_unique_identifier_for_my_module" # e.g. contosovpc
  }
}
# continue with code here...

backend-REGION.tfvars, or backend-ENV-REGION.tfvars, or backend-ENV.tfvars (e.g. backend-us-east-1.tfvars):

bucket = "SOMEBUCKNAME"
region = "SOMEREGION"
dynamodb_table = "SOMETABLENAME"

tfenv

If a .terraform-version file is placed in the module, tfenv will be invoked to ensure the appropriate version is installed prior to module deployment.

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