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Using Helm to achieve frictionless deployments

Using Helm to achieve frictionless deployments

Slides for the talk presented at Continuous Lifecycle London 2020

https://continuouslifecycle.london/sessions/using-helm-to-achieve-frictionless-deployments/

Pauline Lallinec

July 15, 2020
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  1. View Slide

  2. Using Helm to achieve
    frictionless deployments
    Pauline Lallinec, Workday Public Cloud
    Continuous Lifecycle London, July 2020

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  3. View Slide

  4. 99.96%
    uptime
    44 million
    users
    195 billion
    transactions*
    What is Workday?
    * FY20

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  5. Software Engineer - DevOps
    Non-stop karaoke machine
    @plallin
    Workday + Public Cloud = Scylla
    Amazon AWS (US, EU, Canada) + Workday DC
    4 teams, 2 continents

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  6. ● Overview of Kubernetes resources
    ● Helm: package manager for Kubernetes
    ● Helm chart structures
    ● The need for Helm charts release automation
    ● Overview of custom resources & custom controllers
    ● Example: Custom Helm release controllers
    ● Helm operators
    Agenda

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  7. About Kubernetes
    “Kubernetes (K8s) is an
    open-source system for
    automating deployment,
    scaling, and management of
    containerized applications.”
    Long story short: it deploys
    and manages your (Docker)
    containers for you.

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  8. About Kubernetes
    Kubernetes = YAML files
    apiVersion: apps/v1
    kind: Deployment
    metadata:
    name: my-app
    spec:
    replicas: 3
    template:
    spec:
    containers:
    - name: busybox
    image: busybox:latest
    ...

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  9. About Kubernetes
    Packaging an application for
    Kubernetes:
    ● Deployment
    ● Service
    ● Configmaps
    ● ...

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  10. About Kubernetes
    Solution: use a package
    manager
    ● Package application
    ● Delivery consistency
    ● Templating

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  11. About Helm
    ● Package manager for Kubernetes
    ● Helm chart: a set of Kubernetes
    resources
    ● Helm release: a version of a Helm
    Chart
    ● 2 versions of Helm: Helm 2 and
    Helm 3
    ○ Favor using Helm 3

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  12. Introducing unicorns
    A very simple app!
    The app
    One single HTML page showing a unicorn,
    serviced by Python’s SimpleHTTPServer
    Kubernetes resources
    One deployment, with only 1 container
    containing the Unicorn app
    A service, to allow me access the website from
    my laptop
    3 versions: pink, blue, green

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  13. The need for Helm release automation

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  14. The need for Helm release automation
    Problem
    Need to ship more Kubernetes resources
    Solution
    Helm for Kubernetes packaging + versioning
    Next
    Deploy Helm releases reliably

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  15. The need for Helm release automation
    Priority: reliability
    Solution
    Script handling upgrades & automatically
    rollbacks failed releases

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  16. The need for Helm release automation
    Priority: reliability
    Solution
    Script handling upgrades & automatically
    rollbacks failed releases
    Problems
    ● Lack of automation
    ● Does not scale
    ● Additional server maintenance (Jenkins)

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  17. The need for Helm release automation
    Requirements
    ● Automation
    ● Reliability
    ● Observability

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  18. The need for Helm release automation
    Requirements
    ● Automation
    ● Reliability
    ● Observability
    Solution
    An in-cluster service to manage all incoming Helm
    releases
    Choices:
    ● Own custom controller
    ● Flux Helm Operator

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  19. Building your own custom controller / operator
    What is it?
    ● Your own Kubernetes controller
    ● Running your own logic

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  20. Building your own custom controller / operator
    Pros Cons
    Your own code, with ability to
    add custom features and
    logic
    Your own code, with
    responsibility to maintain and
    extend it
    Can manage non
    cloud-native services
    Initially, need to commit time
    to develop it
    Automated rollback
    Control over delivery

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  21. Flux Helm Operator
    What is it?
    ● Operator offered by WeaveWorks
    ● Weave Flux: CI/CD for Helm charts
    ● Flux Helm Operator: Helm release manager

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  22. Installing Flux Helm Operator
    Pros Cons
    Someone else’s code,
    benefitting from community
    inputs
    Someone else’s code
    Open source &
    community-driven
    In most companies, need to
    go through security review /
    approval process
    Production-ready Updates subjected to
    external PR review &
    approval
    Regularly updated by Fluxcd
    + community
    No control over delivery

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  23. Custom resources &
    Custom controllers

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  24. Custom resources
    A way to create custom objects that
    live within your cluster, and are handled
    by a custom controller running a logic
    of your own.
    (Ideally) CRDs responds to CRUD
    events (Create, Read, Update, Delete)
    and allow you to implement your own
    declarative API.

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  25. Standalone CRDs
    ● Custom object with their own
    API endpoint
    ● Store / retrieve structured data
    CRDs + Custom controllers
    ● Declarative API
    Custom resource definitions

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  26. Helm Releases
    ● Object type: HelmRelease
    ● Object definition:
    ○ Release name
    The name of the application
    ○ Release version
    The version of application
    Example: custom resources

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  27. Custom resource definitions
    apiVersion: apiextensions.k8s.io/v1beta1
    kind: CustomResourceDefinition
    metadata:
    name: helmreleases.samplecontroller.k8s.io
    spec:
    group: samplecontroller.k8s.io
    version: v1alpha1
    names:
    kind: HelmRelease
    plural: helmreleases
    scope: Namespaced
    Custom object with their own API endpoint

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  28. $ kubectl create -f helm_release_crd.yaml
    customresourcedefinition.apiextensions.k8s.io/helmreleases.sample
    controller.k8s.io created
    $ kubectl get crd
    NAME CREATED AT
    helmreleases.samplecontroller.k8s.io 2019-03-23T05:21:43Z
    Custom object with their own API endpoint
    Custom resource definitions

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  29. apiVersion: samplecontroller.k8s.io/v1alpha1
    kind: HelmRelease
    metadata:
    name: unicorn-release
    spec:
    releaseVersion: pink
    releaseName: unicorn
    Store / retrieve structured data
    Custom resource definitions

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  30. $ kubectl create -f unicorn-release-pink.yaml
    helmrelease.samplecontroller.k8s.io/unicorn-release created
    $ kubectl get helmreleases
    NAME AGE
    unicorn-release 36s
    Store / retrieve structured data
    Custom resource definitions

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  31. $ kubectl describe helmrelease unicorn-release
    Name: unicorn-release
    Namespace: default
    API Version: samplecontroller.k8s.io/v1alpha1
    Kind: HelmRelease
    Metadata:
    ...
    Spec:
    Release Name: unicorn
    Release Version: pink
    Events:
    Store / retrieve structured data
    Custom resource definitions

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  32. Custom controllers

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  33. ● Watches the current state of the
    cluster
    ● Ensure desired state of cluster =
    current state of cluster
    ● If desired state ≠ current state, will
    take action to make them match
    Controller pattern

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  34. ● Listen to any resource type
    ● Ensure existing state of resource
    type = desired state of resource type
    ● If desired state ≠ existing state, will
    take action to make existing state =
    desired state
    ● This is implemented using your
    own logic!
    Clone kubernetes/sample-controller from GitHub for an example of a
    sample controller
    Custom controllers

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  35. Helm Release Controller
    ● Listen to CRDs of type HelmRelease
    ● Ensures all desired Helm releases are
    installed / upgraded
    ● Will install / upgrade the Helm release if
    not already installed / not upgraded to
    desired version
    Example: custom controllers

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  36. ● Cluster logic remains within the
    cluster
    ● Declarative API: let the cluster
    manage itself
    ● No need for additional script /
    Jenkins job
    Helm Release Controller

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  37. ● Automated rollback according to a
    logic of our own
    ● Allow for custom business logic
    ● (Helm 2 only) No need to install /
    maintain the Helm Client on
    different servers
    Helm Release Controller

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  38. (Unicorn) HelmRelease
    New Helm Release?
    Y: Install Helm Release
    N: Upgrade Helm Release
    Unicorns CRD’d

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  39. Unicorns CRD’d : the demo

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  40. Clone of the existing Sample
    Controller from Kubernetes
    No update done to listeners, informers,
    event handlers, etc.
    Focus on SyncHandlers() which is
    responsible for ensuring that
    desired state = existing state
    kubernetes/sample-controller: https://github.com/kubernetes/sample-controller
    Helm Release Controller: the implementation

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  41. Receive a CRD of type Helm Release
    Helm Release Controller: the implementation

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  42. Get information on CRD of type HelmRelease
    Helm Release Controller: the implementation

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  43. Get information about the current CRD (= desired state)
    Helm Release Controller: the implementation

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  44. Install Helm release if it doesn’t already exist (= match desired state)
    Helm Release Controller: the implementation

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  45. Check existing deployment (= existing state)
    Helm Release Controller: the implementation

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  46. Upgrade existing release if necessary (= match desired state)
    Helm Release Controller: the implementation

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  47. Update Helm Release status
    Helm Release Controller: the implementation

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  48. Update Helm Release status
    Helm Release Controller: the implementation

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  49. If an error happens, re-enqueue the event and retry later
    Helm Release Controller: the implementation

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  50. Finally, return successful sync event
    Helm Release Controller: the implementation

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  51. ● Choice of programming language
    ● Can enforce validation
    ● Can support /status and /scale
    subresources (and maybe /exec and
    /log in the future*)
    * https://github.com/kubernetes/kubernetes/issues/72637
    CRDs + Custom controllers: Other benefits

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  52. Flux Helm Operator

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  53. ● Extension to Weave Flux
    ● Essentially a custom controller built by Flux
    ● Open-source
    ● Production ready
    ● Handles rollback of failed Helm releases
    ● Uses GitOps flow
    ● Compatible with Helm 2 and Helm 3
    Flux Helm Operator

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  54. Flux Helm Operator
    - Reacts to commits in a repo
    - Create a custom resource of type “HelmRelease”
    - The operator watches that resource and installs /
    upgrades the release in question

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  55. Flux Helm Operator
    The HelmRelease custom resource:
    ● Offers many customization option
    ● Allows you to set up access to your chart
    repository
    ● Provides visibility on its status in `kubectl
    describe`
    https://github.com/fluxcd/helm-operator/blob/master/chart/helm-operator/README.md
    https://github.com/fluxcd/helm-operator/blob/master/deploy/crds.yaml

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  56. ● Use cases for Helm
    ● Why we need Helm release automation
    ● Comparison of custom controllers vs Helm operators
    ● Overview of custom resources & custom controllers
    ● Example Helm release custom controllers
    ● Example Helm operator
    Key takeaways

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  57. This presentation features not only my work,
    but my entire team’s work, and therefore I
    would like to recognize their contribution :-)
    Thank you
    Scylla + Fabrication Team
    Slide not included in the presentation

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  58. Farouq
    Cathal
    Adrian
    Sathish
    David
    John
    Rob
    Lucas
    Joe
    Aideen
    Declan

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  59. Thank you!
    Learn more more about
    engineering at Workday!
    medium.com/workday-engineering
    Learn more about
    opportunities at Workday!
    workday.com/careers
    Learn more about me!
    @plallin
    plallin.dev

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