Chapter 4. Deployments

Deployments and deployment configs are enabled by the use of native Kubernetes API objects ReplicaSet and ReplicationController, respectively, as their building blocks.

Users do not have to manipulate replication controllers, replica sets, or pods owned by DeploymentConfig objects or deployments. The deployment systems ensure changes are propagated appropriately.

The following sections provide further details on these objects.

apiVersion: v1
kind: ReplicationController
metadata:
  name: frontend-1
spec:
  replicas: 1  1
  selector:    2
    name: frontend
  template:    3
    metadata:
      labels:  4
        name: frontend 5
    spec:
      containers:
      - image: openshift/hello-openshift
        name: helloworld
        ports:
        - containerPort: 8080
          protocol: TCP
      restartPolicy: Always

apiVersion: apps/v1
kind: ReplicaSet
metadata:
  name: frontend-1
  labels:
    tier: frontend
spec:
  replicas: 3
  selector: 1
    matchLabels: 2
      tier: frontend
    matchExpressions: 3
      - {key: tier, operator: In, values: [frontend]}
  template:
    metadata:
      labels:
        tier: frontend
    spec:
      containers:
      - image: openshift/hello-openshift
        name: helloworld
        ports:
        - containerPort: 8080
          protocol: TCP
      restartPolicy: Always

Building on replication controllers, OpenShift Container Platform adds expanded support for the software development and deployment lifecycle with the concept of DeploymentConfig objects. In the simplest case, a DeploymentConfig object creates a new replication controller and lets it start up pods.

However, OpenShift Container Platform deployments from DeploymentConfig objects also provide the ability to transition from an existing deployment of an image to a new one and also define hooks to be run before or after creating the replication controller.

The DeploymentConfig deployment system provides the following capabilities:

When you create a DeploymentConfig object, a replication controller is created representing the DeploymentConfig object’s pod template. If the deployment changes, a new replication controller is created with the latest pod template, and a deployment process runs to scale down the old replication controller and scale up the new one.

Instances of your application are automatically added and removed from both service load balancers and routers as they are created. As long as your application supports graceful shutdown when it receives the TERM signal, you can ensure that running user connections are given a chance to complete normally.

The OpenShift Container Platform DeploymentConfig object defines the following details:

Each time a deployment is triggered, whether manually or automatically, a deployer pod manages the deployment (including scaling down the old replication controller, scaling up the new one, and running hooks). The deployment pod remains for an indefinite amount of time after it completes the deployment to retain its logs of the deployment. When a deployment is superseded by another, the previous replication controller is retained to enable easy rollback if needed.

apiVersion: apps.openshift.io/v1
kind: DeploymentConfig
metadata:
  name: frontend
spec:
  replicas: 5
  selector:
    name: frontend
  template: { ... }
  triggers:
  - type: ConfigChange 1
  - imageChangeParams:
      automatic: true
      containerNames:
      - helloworld
      from:
        kind: ImageStreamTag
        name: hello-openshift:latest
    type: ImageChange  2
  strategy:
    type: Rolling      3

Kubernetes provides a first-class, native API object type in OpenShift Container Platform called Deployment. Deployment objects serve as a descendant of the OpenShift Container Platform-specific DeploymentConfig object.

Like DeploymentConfig objects, Deployment objects describe the desired state of a particular component of an application as a pod template. Deployments create replica sets, which orchestrate pod lifecycles.

For example, the following deployment definition creates a replica set to bring up one hello-openshift pod:

apiVersion: apps/v1
kind: Deployment
metadata:
  name: hello-openshift
spec:
  replicas: 1
  selector:
    matchLabels:
      app: hello-openshift
  template:
    metadata:
      labels:
        app: hello-openshift
    spec:
      containers:
      - name: hello-openshift
        image: openshift/hello-openshift:latest
        ports:
        - containerPort: 80

Both Kubernetes Deployment objects and OpenShift Container Platform-provided DeploymentConfig objects are supported in OpenShift Container Platform; however, it is recommended to use Deployment objects unless you need a specific feature or behavior provided by DeploymentConfig objects.

The following sections go into more detail on the differences between the two object types to further help you decide which type to use.

$ oc rollout pause deployments/<name>

DeploymentConfig objects can be managed from the OpenShift Container Platform web console’s Workloads page or using the oc CLI. The following procedures show CLI usage unless otherwise stated.

triggers:
  - type: "ConfigChange"

triggers:
  - type: "ImageChange"
    imageChangeParams:
      automatic: true 1
      from:
        kind: "ImageStreamTag"
        name: "origin-ruby-sample:latest"
        namespace: "myproject"
      containerNames:
        - "helloworld"

A rolling deployment slowly replaces instances of the previous version of an application with instances of the new version of the application. The rolling strategy is the default deployment strategy used if no strategy is specified on a DeploymentConfig object.

A rolling deployment typically waits for new pods to become ready via a readiness check before scaling down the old components. If a significant issue occurs, the rolling deployment can be aborted.

When to use a rolling deployment:

A rolling deployment means you have both old and new versions of your code running at the same time. This typically requires that your application handle N-1 compatibility.

strategy:
  type: Rolling
  rollingParams:
    updatePeriodSeconds: 1 1
    intervalSeconds: 1 2
    timeoutSeconds: 120 3
    maxSurge: "20%" 4
    maxUnavailable: "10%" 5
    pre: {} 6
    post: {}

The rolling strategy:

The maxUnavailable parameter is the maximum number of pods that can be unavailable during the update. The maxSurge parameter is the maximum number of pods that can be scheduled above the original number of pods. Both parameters can be set to either a percentage (e.g., 10%) or an absolute value (e.g., 2). The default value for both is 25%.

These parameters allow the deployment to be tuned for availability and speed. For example:

Generally, if you want fast rollouts, use maxSurge. If you have to take into account resource quota and can accept partial unavailability, use maxUnavailable.

The recreate strategy has basic rollout behavior and supports lifecycle hooks for injecting code into the deployment process.

strategy:
  type: Recreate
  recreateParams: 1
    pre: {} 2
    mid: {}
    post: {}

The recreate strategy:

When to use a recreate deployment:

A recreate deployment incurs downtime because, for a brief period, no instances of your application are running. However, your old code and new code do not run at the same time.

You can switch the deployment strategy from the default rolling update to a recreate update using the Developer perspective in the web console.

The custom strategy allows you to provide your own deployment behavior.

strategy:
  type: Custom
  customParams:
    image: organization/strategy
    command: [ "command", "arg1" ]
    environment:
      - name: ENV_1
        value: VALUE_1

In the above example, the organization/strategy container image provides the deployment behavior. The optional command array overrides any CMD directive specified in the image’s Dockerfile. The optional environment variables provided are added to the execution environment of the strategy process.

Additionally, OpenShift Container Platform provides the following environment variables to the deployment process:

The replica count of the new deployment will initially be zero. The responsibility of the strategy is to make the new deployment active using the logic that best serves the needs of the user.

Alternatively, use the customParams object to inject the custom deployment logic into the existing deployment strategies. Provide a custom shell script logic and call the openshift-deploy binary. Users do not have to supply their custom deployer container image; in this case, the default OpenShift Container Platform deployer image is used instead:

strategy:
  type: Rolling
  customParams:
    command:
    - /bin/sh
    - -c
    - |
      set -e
      openshift-deploy --until=50%
      echo Halfway there
      openshift-deploy
      echo Complete

This results in following deployment:

Started deployment #2
--> Scaling up custom-deployment-2 from 0 to 2, scaling down custom-deployment-1 from 2 to 0 (keep 2 pods available, don't exceed 3 pods)
    Scaling custom-deployment-2 up to 1
--> Reached 50% (currently 50%)
Halfway there
--> Scaling up custom-deployment-2 from 1 to 2, scaling down custom-deployment-1 from 2 to 0 (keep 2 pods available, don't exceed 3 pods)
    Scaling custom-deployment-1 down to 1
    Scaling custom-deployment-2 up to 2
    Scaling custom-deployment-1 down to 0
--> Success
Complete

If the custom deployment strategy process requires access to the OpenShift Container Platform API or the Kubernetes API the container that executes the strategy can use the service account token available inside the container for authentication.

The rolling and recreate strategies support lifecycle hooks, or deployment hooks, which allow behavior to be injected into the deployment process at predefined points within the strategy:

pre:
  failurePolicy: Abort
  execNewPod: {} 1

Every hook has a failure policy, which defines the action the strategy should take when a hook failure is encountered:

Hooks have a type-specific field that describes how to execute the hook. Currently, pod-based hooks are the only supported hook type, specified by the execNewPod field.

Pod-based lifecycle hook

Pod-based lifecycle hooks execute hook code in a new pod derived from the template in a DeploymentConfig object.

The following simplified example deployment uses the rolling strategy. Triggers and some other minor details are omitted for brevity:

kind: DeploymentConfig
apiVersion: apps.openshift.io/v1
metadata:
  name: frontend
spec:
  template:
    metadata:
      labels:
        name: frontend
    spec:
      containers:
        - name: helloworld
          image: openshift/origin-ruby-sample
  replicas: 5
  selector:
    name: frontend
  strategy:
    type: Rolling
    rollingParams:
      pre:
        failurePolicy: Abort
        execNewPod:
          containerName: helloworld 1
          command: [ "/usr/bin/command", "arg1", "arg2" ] 2
          env: 3
            - name: CUSTOM_VAR1
              value: custom_value1
          volumes:
            - data 4

In this example, the pre hook will be executed in a new pod using the openshift/origin-ruby-sample image from the helloworld container. The hook pod has the following properties:

In production environments, you can precisely control the distribution of traffic that lands on a particular shard. When dealing with large numbers of instances, you can use the relative scale of individual shards to implement percentage based traffic. That combines well with a proxy shard, which forwards or splits the traffic it receives to a separate service or application running elsewhere.

In the simplest configuration, the proxy forwards requests unchanged. In more complex setups, you can duplicate the incoming requests and send to both a separate cluster as well as to a local instance of the application, and compare the result. Other patterns include keeping the caches of a DR installation warm, or sampling incoming traffic for analysis purposes.

Any TCP (or UDP) proxy could be run under the desired shard. Use the oc scale command to alter the relative number of instances serving requests under the proxy shard. For more complex traffic management, consider customizing the OpenShift Container Platform router with proportional balancing capabilities.

Applications that have new code and old code running at the same time must be careful to ensure that data written by the new code can be read and handled (or gracefully ignored) by the old version of the code. This is sometimes called schema evolution and is a complex problem.

This can take many forms: data stored on disk, in a database, in a temporary cache, or that is part of a user’s browser session. While most web applications can support rolling deployments, it is important to test and design your application to handle it.

For some applications, the period of time that old code and new code is running side by side is short, so bugs or some failed user transactions are acceptable. For others, the failure pattern may result in the entire application becoming non-functional.

One way to validate N-1 compatibility is to use an A/B deployment: run the old code and new code at the same time in a controlled way in a test environment, and verify that traffic that flows to the new deployment does not cause failures in the old deployment.

OpenShift Container Platform and Kubernetes give application instances time to shut down before removing them from load balancing rotations. However, applications must ensure they cleanly terminate user connections as well before they exit.

On shutdown, OpenShift Container Platform sends a TERM signal to the processes in the container. Application code, on receiving SIGTERM, stop accepting new connections. This ensures that load balancers route traffic to other active instances. The application code then waits until all open connections are closed, or gracefully terminate individual connections at the next opportunity, before exiting.

After the graceful termination period expires, a process that has not exited is sent the KILL signal, which immediately ends the process. The terminationGracePeriodSeconds attribute of a pod or pod template controls the graceful termination period (default 30 seconds) and can be customized per application as necessary.

Blue-green deployments involve running two versions of an application at the same time and moving traffic from the in-production version (the blue version) to the newer version (the green version). You can use a rolling strategy or switch services in a route.

Because many applications depend on persistent data, you must have an application that supports N-1 compatibility, which means it shares data and implements live migration between the database, store, or disk by creating two copies of the data layer.

Consider the data used in testing the new version. If it is the production data, a bug in the new version can break the production version.

The A/B deployment strategy lets you try a new version of the application in a limited way in the production environment. You can specify that the production version gets most of the user requests while a limited fraction of requests go to the new version.

Because you control the portion of requests to each version, as testing progresses you can increase the fraction of requests to the new version and ultimately stop using the previous version. As you adjust the request load on each version, the number of pods in each service might have to be scaled as well to provide the expected performance.

In addition to upgrading software, you can use this feature to experiment with versions of the user interface. Since some users get the old version and some the new, you can evaluate the user’s reaction to the different versions to inform design decisions.

For this to be effective, both the old and new versions must be similar enough that both can run at the same time. This is common with bug fix releases and when new features do not interfere with the old. The versions require N-1 compatibility to properly work together.

OpenShift Container Platform supports N-1 compatibility through the web console as well as the CLI.