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blue-green-pipeline

Cloud Native Blue/Green Deployment Strategy using Openshift Pipelines

Introduction

A critical topic in Cloud Native applications is the deployment strategy. We are no longer dealing with one monolithic application. We have several applications that have dependencies on each other and also have other dependencies like brokers or databases.

Applications have their own life cycle, so we should be able to execute independent Blue/Green deployment. All the applications and dependencies will not change their version at the same time.

Another important topic in Cloud Native is Continuous Delivery. If we are going to have several applications doing Blue/Green deployment independently we have to automate it. We will use Helm, Openshift Pipelines, Openshift GitOps, and of course Red Hat Openshift to help us.

In the next steps, we will see a real example of how to install, deploy and manage the life cycle of Cloud Native applications doing Blue/Green deployment.

Let's start with some theory...after that, we will have a hands-on example.

Blue/Green Deployment

Blue green deployment is an application release model that transfers user traffic from a previous version of an app or microservice to a nearly identical new release, both of which are running in production.

For instance, the old version can be called the blue environment while the new version can be known as the green environment. Once production traffic is transferred from blue to green, blue can stand by in case of rollback or pulled from production and updated to become the template upon which the next update is made.

Advantages:

  • Minimize downtime
  • Rapid way to rollback
  • Smoke testing

Disadvantages:

  • Doubling of total resources
  • Backward compatibility

Blue/Green

We have two versions up and running in production, online and offline. The routers and services never change, they are always online or offline. Because we have an offline version, we can do the smoke test before switching to online. When a new version is ready to be used by the final users, we only change the deployment that the online service is using.

Blue/Green Switch

There is minimal downtime and we can do a rapid rollback just by undoing the changes in the services.

Meanwhile, we are validating the new version with real users, we have to be ready to do a rapid rollback. We need the doubling or total resources (we will see how to minimize this). It is also very important to keep backward compatibility. Without it, we can not do independent Blue/Green deployments.

Shop application

We are going to use very simple applications to test Blue/Green deployment. We have created two Quarkus applications Products and Discounts

Shop Application

Products call Discounts to get the product`s discount and expose an API with a list of products with its discounts.

Shop Blue/Green

To achieve Blue/Green deployment with Cloud Native applications we have designed this architecture.

Shop Blue/Green

OpenShift Components - Online

  • Routes and Services declared with the suffix -online
  • Routes mapped only to the online services
  • Services mapped to the deployment with the color flag (Green or Orange)

OpenShift Components - Offline

  • Routes and Services declared with the suffix -offline
  • Routes mapped only to the offline services
  • Services mapped to the deployment with the color flag (Green or Orange)

Notice that the routers and services do not have color, this is because they never change, and they are always online or offline. However, deployments and pods will change their version.

Shop Umbrella Helm Chart

One of the best ways to package Cloud Native applications is Helm. In Blue/Green deployment it makes even more sense. We have created a chart for each application that does not know anything about Blue/Green. Then we pack everything together in an umbrella helm chart.

Shop Umbrella Helm Chart

Demo!!

Prerequisites:

We have a GitHub repository for this demo. As part of the demo, you will have to do some changes and commits. So it is important that you fork the repository and clone it in your local.

git clone https://github.com/your_user/cloud-native-deployment-strategies

If we want to have a Cloud Native deployment we can not forget CI/CD. Red Hat OpenShift GitOps and Red Hat Openshift Pipelines will help us.

Install OpenShift GitOps

Go to the folder where you have cloned your forked repository and create a new branch blue-green

cd cloud-native-deployment-strategies
git checkout -b blue-green
git push origin blue-green

Log into OpenShift as a cluster admin and install the OpenShift GitOps operator with the following command. This may take some minutes.

oc apply -f gitops/gitops-operator.yaml

Once OpenShift GitOps is installed, an instance of Argo CD is automatically installed on the cluster in the openshift-gitops namespace and a link to this instance is added to the application launcher in OpenShift Web Console.

Application Launcher

Log into Argo CD dashboard

Argo CD upon installation generates an initial admin password which is stored in a Kubernetes secret. To retrieve this password, run the following command to decrypt the admin password:

oc extract secret/openshift-gitops-cluster -n openshift-gitops --to=-

Click on Argo CD from the OpenShift Web Console application launcher and then log into Argo CD with admin username and the password retrieved from the previous step.

Argo CD

Argo CD

Configure OpenShift with Argo CD

We are going to follow, as much as we can, a GitOps methodology in this demo. So we will have everything in our Git repository and use ArgoCD to deploy it in the cluster.

In the current Git repository, the gitops/cluster-config directory contains OpenShift cluster configurations such as:

  • namespaces gitops.
  • operator Openshift Pipelines.
  • cluster role tekton-admin-view.
  • role binding for ArgoCD and Pipelines to the namespace gitops.
  • pipelines-blue-green the pipelines that we will see later for Blue/Green deployment.
  • Tekton cluster role.
  • Tekton tasks for git and Openshift clients.

Let's configure Argo CD to recursively sync the content of the gitops/cluster-config directory into the OpenShift cluster.

But first, we have to set your GitHub credentials. Please edit the file blue-green-pipeline/application-cluster-config.yaml.

apiVersion: argoproj.io/v1alpha1
kind: Application
metadata:
  name: cluster-configuration
  namespace: openshift-gitops
spec:
  destination:
    name: ''
    namespace: openshift-gitops
    server: 'https://kubernetes.default.svc'
  source:
    path: gitops/cluster-config
    repoURL: 'https://github.com/davidseve/cloud-native-deployment-strategies.git'
    targetRevision: HEAD
    helm:
     parameters:
      - name: "bluegreen.enabled"
        value: "true"
      - name: "github.token"
        value: "changeme_token"
      - name: "github.user"
        value: "changeme_user"
      - name: "github.mail"
        value: "changeme_mail"
      - name: "github.repository"
        value: "changeme_repository"
  project: default
  syncPolicy:
    automated:
      prune: true
      selfHeal: true

Execute this command to add a new Argo CD application that syncs a Git repository containing cluster configurations with the OpenShift cluster.

oc apply -f blue-green-pipeline/application-cluster-config.yaml

Looking at the Argo CD dashboard, you would notice that an application has been created.

You can click on the cluster-configuration application to check the details of sync resources and their status on the cluster.

Argo CD - Cluster Config

Create Shop application

We are going to create the application shop, that we will use to test Blue/Green deployment. Because we will make changes in the application's GitHub repository, we have to use the repository that you have just forked. Please edit the file blue-green-pipeline/application-shop-blue-green.yaml and set your own GitHub repository in the reportURL.

apiVersion: argoproj.io/v1alpha1
kind: Application
metadata:
  name: shop
  namespace: openshift-gitops
spec:
  destination:
    name: ''
    namespace: gitops
    server: 'https://kubernetes.default.svc'
  source:
    path: helm/quarkus-helm-umbrella/chart
    repoURL:  https://github.com/change_me/cloud-native-deployment-strategies.git
    targetRevision: blue-green
    helm:
      valueFiles:
        - values/values.yaml
  project: default
  syncPolicy:
    automated:
      prune: true
      selfHeal: true
oc apply -f blue-green-pipeline/application-shop-blue-green.yaml

Looking at the Argo CD dashboard, you would notice that we have a new shop application.

Argo CD - Cluster Config

Test Shop application

We have deployed the shop with ArgoCD. We can test that it is up and running.

We have to get the Online route

curl -k "$(oc get routes products-umbrella-online -n gitops --template='https://{{.spec.host}}')/products"

And the Offline route

curl -k "$(oc get routes products-umbrella-offline -n gitops --template='https://{{.spec.host}}')/products"

Notice that in each microservice response, we have added metadata information to see better the version, color, and mode of each application. This will help us to see the changes while we do the Blue/Green deployment. Because right now we have the same version v1.0.1 in both colors we will have almost the same response, only the mode will change.

{
  "products":[
     {
        "discountInfo":{
           "discounts":[
              {
                 "name":"BlackFriday",
                 "price":"1350€",
                 "discount":"10%"
              }
           ],
           "metadata":{
              "version":"v1.0.1",
              "colour":"blue",
              "mode":"online" <--
           }
        },
        "name":"TV 4K",
        "price":"1500€"
     }
  ],
  "metadata":{
     "version":"v1.0.1",
     "colour":"blue",
     "mode":"online" <--
  }
}

Products Blue/Green deployment

We have split a Cloud Native Blue/Green deployment into three steps:

  1. Deploy the new version.
  2. Switch the new version to Online.
    • Rollback
  3. Align and scale down Offline.

We have already deployed the products version v1.0.1, and we are ready to use a new products version v1.1.1 that has a new description attribute.

This is our current status: Shop initial status

Step 1 - Deploy the new version

We will start deploying a new version v1.1.1 in the offline color. But instead of going manually to see which is the offline color and deploying the new version on it, let's let the pipeline find the current offline color and automatically deploy the new version, with no manual intervention. We will use the already created pipelinerun.

Those are the main tasks that are executed:

  • Set new tag image values in the right color and commit the changes.
  • Execute E2E test to validate the new version.
  • Change the application configuration values to use the online services and commit the changes.
  • Scale Up the offline color and commit the changes.
cd blue-green-pipeline/pipelines/run-products
oc create -f 1-pipelinerun-products-new-version.yaml -n gitops

Pipeline step 1

This pipeline may take more time because we are doing three different commits, so ArgoCD has to synchronize them to continue with the pipeline. If you want to make it faster, you can refresh ArgoCD manually after each commit-* step or configure the Argo CD Git Webhook.1.

Refresh Shop

After the pipeline is finished and ArgoCD has synchronized the changes this will be the Shop status: Shop step 1

See that offline applications have version v1.1.1 and the new attribute description, but the online has not changed.

{
  "products":[
     {
        "discountInfo":{
            "discounts":[...],
            "metadata":{
               "version":"v1.0.1",
               "colour":"blue",
               "mode":"online" <--
            }
        }, 
        "name":"TV 4K",
        "price":"1500€",
        "description":"The best TV" <--
     }
  ],
  "metadata":{
     "version":"v1.1.1", <--
     "colour":"green",
     "mode":"online" <--
  }
}

Functional testing users can execute Smoke tests to validate this new v1.1.1 version.

Step 2 - Switch new version to Online

We are going to open the new version to final users. The pipeline will just change the service to use the other color. Again the pipeline does this automatically without manual intervention. We minimize downtime because it just changes the service label.

oc create -f 2-pipelinerun-products-switch.yaml -n gitops

Pipeline step 2 After the pipeline is finished and ArgoCD has synchronized the changes this will be the Shop status: Shop step 2 We have in the online environment the new version v1.1.1!!!

{
  "products":[
     {
        "discountInfo":{...},
        "name":"TV 4K",
        "price":"1500€",
        "description":"The best TV" <--
     }
  ],
  "metadata":{
     "version":"v1.1.1", <--
     "colour":"green",
     "mode":"online" <--
  }
}

Step 2,5 - Rollback

Imagine that something goes wrong, we know that this never happens but just in case. We can do a very quick rollback just by undoing the change in the Products online service. But, are we sure that with all the pressure that we will have at this moment, we will find the right service and change the label to the right color? Let's move this pressure to the pipeline. We can have a pipeline for rollback.

oc create -f 2-pipelinerun-products-switch-rollback.yaml -n gitops

Pipeline step 2,5 Rollback After the pipeline is finished and ArgoCD has synchronized the changes this will be the Shop status: Shop step 2,5 Rollback We have version v1.0.1 online again.

{
  "products":[
     {
        "discountInfo":{...},
        "name":"TV 4K",
        "price":"1500€",
     }
  ],
  "metadata":{
     "version":"v1.0.1", <--
     "colour":"blue",
     "mode":"online" <--
  }
}

After fixing the issue we can execute the Switch step again.

oc create -f 2-pipelinerun-products-switch.yaml -n gitops

Shop step 2 We have in the online environment the new version v1.1.1 again.

{
  "products":[
     {
        "discountInfo":{...},
        "name":"TV 4K",
        "price":"1500€",
        "description":"The best TV" <--
     }
  ],
  "metadata":{
     "version":"v1.1.1", <--
     "colour":"green",
     "mode":"online" <--
  }
}

Step 3 - Align and scale down Offline

Finally, when online is stable we should align offline with the new version and scale it down. Does not make sense to use the same resources that we have in online.

oc create -f 3-pipelinerun-products-scale-down.yaml -n gitops

Pipeline step 3 After the pipeline is finished and ArgoCD has synchronized the changes this will be the Shop status: Shop step 3 We can see that the offline Products is calling offline Discounts and has the new version v1.1.1

{
  "products":[
     {
        "discountInfo":{
           "discounts":[
              {
                 "name":"BlackFriday",
                 "price":"1350€",
                 "discount":"10%",
                 "description":null
              }
           ],
           "metadata":{
              "version":"v1.0.1",
              "colour":"green",
              "mode":"offline" <--
           }
        },
        "name":"TV 4K",
        "price":"1500€",
        "description":"The best TV"
     }
  ],
  "metadata":{
     "version":"v1.1.1", <--
     "colour":"blue",
     "mode":"offline" <--
  }
}

Delete environment

To delete all the things that we have done for the demo you have to:

  • In GitHub delete the branch blue-green
  • In ArgoCD delete the application cluster-configuration and shop
  • In Openshift, go to project openshift-operators and delete the installed operators Openshift GitOps and Openshift Pipelines

Footnotes

  1. Here you can see how to configure the Argo CD Git Webhook Argo CD Git Webhook