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DeployEx (WIP THIS IS NOT AVAILABLE IN HEX)

Important: This requires Terraform and Ansible to be installed to use the commands

This library allows you to add deployment to your umbrella application using AWS EC2, Ansible and Terraform

By default it uses t3.nano nodes but this can be changed in ./deploys/terraform/modules/aws-instance/variables.tf Once the files are generated, you can manage all files yourself, and we'll attempt to inject the variables in upon reruns of the build commands.

Under the default commands you will gain the following services (all of which can be disabled easily to opt-out):

Legend

Installation

NOTE: Currently this app is in development as you need to commit your AWS key into deploys/ansible/group_vars/all.yaml. There are a few variables to be set in here. Once all of these can be dealt with automatically and rollbacks are implemented we will release a 0.1.0

Pre-requisite

You will need to make sure to have ansible, terraform & git available

Available in Hex, the package can be installed by adding deploy_ex to your list of dependencies in mix.exs:

def deps do
  [
    {:deploy_ex, "~> 0.1"}
  ]
end

Documentation is published on HexDocs

If you want to use aws-cli credentials from the machine you're running initial setup on, you can use the --auto_pull_aws of -a flag to pull the aws credentials into the remote machines

All releases in the app must have a :tar step at the end of their steps

TL;DR Installation

Make sure you have your releases configured in your root mix.exs. This command will only function in the root of an umbrella app.

By default nodes will be generated for prometheus, grafana ui, grafana loki and sentry. To turn this off pass the options when calling deploy_ex.full_setup, terraform.build or ansible.build:

  • no-prometheus
  • no-grafana
  • no-loki
  • no-redis
  • no-sentry
  • no-database - Disables PG database creation in AWS RDS

Note: It's very important to make sure you add the :tar step to your releases, see here for info

$ vi mix.exs # Add {:deploy_ex, "~> 0.1"}
$ mix deps.get
$ mix deploy_ex.full_setup -yak # generate files & run inital setup
$ mix deploy_ex.install_github_action
$ git add . && git commit -m "chore: add deployment"

Once you do this, go to Github and set a few Secrets:

  • DEPLOY_EX_AWS_ACCESS_KEY_ID
  • DEPLOY_EX_AWS_SECRET_ACCESS_KEY
  • EC2_PEM_FILE - You can get this by copying the pem file produced by deploy_ex.full_setup

Then we can start pushing to GitHub, every merge to main will trigger this (set the branch in the .github/workflows if neededd)

We can connect to these nodes by runnin mix deploy_ex.ssh node, this will attempt to find a matching node to the passed string and give you a command to connect to it, if you pass --log you'll get a command to monitor it's logs remotely, and --iex will give you a command to connect to it using a iex shell

Available Configuration

config :deploy_ex,
  aws_region: "us-west-2",
  aws_log_bucket: "#{String.replace(DeployExHelpers.underscored_app_name(), "_", "-")}-backend-logs-#{env()}",
  aws_release_bucket: "my-app-name-elixir-deploys-env"
  deploy_folder: "./deploys"

Usage with Github Actions

Note: This doesn't work properly with branch protections, to do so you'll need to modify the GH action to bypass branch protections

You can use this library with github actions to make for an easy deploy pipeline, this way you can easily deploy to your nodes when you push and is good for a quick setup

To set up this way you would run

  • mix deploy_ex.full_setup -y -k - Sets up ./deploy folder and terraform & ansible resources and skips running deployment
  • mix deploy_ex.install_github_action - Adds a github action to your folder that will maintain terraform & ansible on push

For more info see the Github Actions Section

Usage with Deploy Node

  • mix deploy_ex.full_setup -y - Sets up ./deploy folder and terraform & ansible resources & commit this
  • Set up a deploy node and load elixir & this reposity onto the repo
  • When you want to do a deploy trigger this node to run mix deploy_ex.upload to load releases
  • After releases are uploaded use mix ansible.deploy to re-deploy all releases

Changes over time

Because the terraform and ansible files are generated directly into your application, you own these files. You can make changes to ansible and terraform files as you see fit. In the case of terraform, it will automatically inject the apps into your variables file despite changes to the file. If you change terraform, make sure to run mix terraform.apply

Multiple Phoenix Apps

In order to have multiple phoenix apps in the umbrella supported, we need to configure our :dart_sass, :tailwind and :esbuild to support multiple apps by changing the key from default to the key of each app and setting the proper cd and NODE_PATH

Example:

cd: Path.expand("../apps/learn_elixir_lander/assets", __DIR__),
env: %{"NODE_PATH" => Path.expand("../deps", __DIR__)}

Commands

  • mix deploy_ex.full_setup - Runs all the commands to initialize and setup your project
  • mix deploy_ex.full_drop - Runs all the commands to drop and remove the ./deploy folder
  • mix deploy_ex.upload - Deploys your mix release to s3
  • mix deploy_ex.install_github_action - Deploys your mix release to s3
  • mix deploy_ex.ssh - Gets the ssh command for a specific node
  • mix deploy_ex.remake - Replaces a node and redoes setup before deploying the latest code
  • mix deploy_ex.stop_app - Stops the systemd service for an app, stops it without shutting down the server
  • mix deploy_ex.start_app - Starts the systemd service for an app,
  • mix deploy_ex.restart_app - Restarts the systemd service for an app
  • mix deploy_ex.restart_machine - Stops and starts the aws instance potentially moving the hardware to a different machine in the cloud
  • mix terraform.build - Add the terraform files to project, or rebuilds them
  • mix terraform.apply - Applies terraform changes
  • mix terraform.refresh - Refreshes terraform state to pull new IPs and sync with AWS
  • mix terraform.replace - Replaces a resource within terraform, has fuzzy matching nodes
  • mix terraform.drop - Destroys all terraform built resources
  • mix ansible.build - Adds ansible files to the project, or rebuilds them
  • mix ansible.ping - Pings ansible nodes to see if they can connect
  • mix ansible.setup - Runs basic setup on the ansible nodes
  • mix ansible.deploy - Deploys to your nodes via ansible from uploaded S3 releases
  • mix ansible.rollback - Rollback to a prior release

Universial Options

Most of these are available on any command in DeployEx

  • aws-bucket - Bucket to use for aws deploys
  • aws-region - Bucket to use for aws deploys

Terraform Variables

The main variables you'll want to know about are the ones inside deploys/terraform/variables.tf

Inside this file specifically the my_app_project variable is the most important.

The following options are present:

  • name - Should aim not to touch this, it effects a lot of tags, if you do, make sure to modify the ansible files to match as the instance name itself is based on this
  • instance_count- Number of instances to create for this app
  • instance_type - The instance tier to use eg t3.nano or t3.micro
  • enable_eip - Enable an Elastic IP from AWS giving this a static URL
  • enable_ebs - Enable a secondary EBS Volume mounted on /data
  • instance_ebs_secondary_size - Set the EBS Volume on /data size (default: 16GB)
  • enable_lb - Enable a load balancer when there is more than one instance_count
  • elb_port - Port for the load balancer to serve, this is the url you will hit
  • elb_instance_port - Port for the load balancer to forward to, this is your application port
  • tags - Tags specified in Key=Value format to add to the EC2 instance

There is also a default volume of 16gb created and mounted at the /data directory, you can change this in each specific app type if desired

Ansible Options

Connecting to your nodes

You can use mix deploy_ex.ssh <app_name> to connect to your nodes. By itself it will return the command, but can be combined with eval using the -s flag

App name can be a partially complete form of app_name, so you can shorten it, and it will use a regex to find the match

Authorizing for SSH

By default, all nodes are non accessable over ssh, unless you whitelist your IP using mix deploy_ex.ssh.authorize. Alternatively if you want to turn this safeguard off, you can go to deploys/terraform/network.tf and on line 36 add the ssh-tcp back to the end of that list

Connection to Node

This command will connect to the node, you can use --log to view the logs, or --iex to connect to a remote iex shell

$ eval "$(mix deploy_ex.ssh -s app)"

Connection to Node as Root

$ eval "$(mix deploy_ex.ssh -s --root app)"

Connecting to App Logs

$ eval "$(mix deploy_ex.ssh -s --logs app)"

Connecting to Remote IEx

$ eval "$(mix deploy_ex.ssh -s --iex app)"

Writing a utility command

You can use this command like my-app-ssh ap_nm --log or my-app-ssh app_name --iex to get into a remote iex shell

Options
  • short - get short form command
  • root - get command to connect with root access
  • log - get command to remotely monitor logs
  • log_count - sets log count to get back
  • all - gets all logs instead of just ones for the app
  • iex - get command to remotley connect to running node via IEx

Bash:

alias my-app-ssh='pushd ~/Documents/path/to/project && mix compile && eval "$(mix deploy_ex.ssh $@)" && popd'

Fish:

function my-app-ssh
  pushd ~/Documents/path/to/project &&
  mix compile &&
  eval "(mix deploy_ex.ssh $@)" &&
  popd
end

Monitoring

Out of the box, deploy_ex will generate Prometheus, Grafana UI, Grafana Loki and Sentry (WIP) into the application

To use these however there are a few steps to getting started currently (this will change in the future so it's painless)

Setting up Grafana UI

This one is pretty easy. It should just work out of the box on the grafana_ui app listed in mix terraform.output If it's not you can deploy it by using mix ansible.setup --only grafana_ui By default Loki & Prometheus will be configured as Data Sources within Grafana and the default username and password are both admin

Setting up Loki for Logging

Loki will by default come installed and setup within Grafana UI. Loki by default takes up the private IP 10.0.1.50.

If loki is not deployed you can run mix ansible.setup --only loki to setup and start the loki log aggregator

Setting up Prometheus for Metrics

Prometheus by default will come setup on all the nodes you create and be automatically connected in grafana. By default takes up the private IP 10.0.1.50.

If prometheus_db not deployed you can run mix ansible.setup --only prometheus_db to setup and start the database on a provisioned node.

By default it will generate with an elastic IP that can be used to access it. To add a custom domain go to deploys/ansible/roles/grafana_ui/defaults/main.yaml and swap the grafana_ui_domain to the domain of your choosing, and point an A record to the Elastic IP

Setting up Sentry for Error Capturing

(WIP)

Extra Utilities

Github Action

Note: This doesn't work properly with branch protections, to do so you'll need to modify the GH action to bypass branch protections

To install the github action run mix deploy_ex.install_github_action This action requires a few variables to be set into the Secrets section in the repo settings

DEPLOY_EX_AWS_ACCESS_KEY_ID
DEPLOY_EX_AWS_SECRET_ACCESS_KEY
EC2_PEM_FILE

The EC2 PEM file will have been created initially when running mix deploy_ex.full_setup or any form of mix terraform.apply

Once installed this github action will build releases, upload them to s3 and trigger Ansible to run and deploy each node with the release

To load ENV Variables into the Build Environment from Github Actions Secrets, name the secret in accordance to this pattern __DEPLOY_EX__MY_ENV_VARIABLE doing this will load MY_ENV_VARIABLE as a environment variable in the build machine so it's available during compile

The github action will automatically run terraform build and anisble build to keep your releases in the mix.exs in line with instances and other setup. If you have a custom config for terraform or ansible you'll want to pull the build commands out of the github action file that gets generated.

By default the github action will not redeploy unchanged applications, it will run a diff in git to determine changes and only change on the following conditions:

  • Code change in the app
  • Code change in a related umbrella app
  • Dependency changes in mix.lock
  • The release hasn't been uploaded to S3 already

To redeploy a node you can run mix ansible.deploy --only <app> with ansible installed to redeploy all nodes in the app

Clustering

You can easily cluster your app with this LibCluster Strategy which will read the EC2 tags from all instances and attempt to connect them. Because this library will tag resources with <APP_NAME> Backend, so learn_elixir becomes Learn Elixir Backend, you can use a config similar to the following to connect your nodes together with the strategy mentioned above:

topologies = [
  my_app_background: [
    strategy: Cluster.Strategy.EC2Tag,
    config: [
      tag_name: "Group",
      tag_value: "<MY APP> Backend"
    ]
  ],

  my_app_second: [
    strategy: Cluster.Strategy.EC2Tag,
    config: [
      tag_name: "Group",
      tag_value: "<MY APP> Backend Secondary"
    ]
  ]
]

Credits

Big thanks to @alevan for helping to figure out all the Ansible side of things and providing a solid foundation for all the ansible files. This project wouldn't of been possible without his help!!

Troubleshooting

Ansible throwing errors about not matching host patterns or you can't connect with `deploy_ex.ssh`

Sometimes nodes change public ips, to refresh them you can run mix terraform.refresh

I'm getting `SSH Too Many Authentication Failures`

You can add IdentitiesOnly=yes to your ~/.ssh/config * setting to clear that up. See here for more details

I'm getting timeouts trying to ssh into the nodes

By default SSH access is closed and you need to run mix deploy_ex.ssh.authorize to whitelist your current IP.

See Authorizing for SSH for more information

I'm getting `Operation timed out` at the end of `mix deploy_ex.full_setup`

Sometimes it takes longer to setup the nodes, please just retry mix ansible.ping in a few minutes

How do I redeploy a node?

All you need to do is run mix ansible.deploy --only <app_name> this will find all nodes that match the input and run a redeploy using the last release found in S3

How can I replace a broken node??

All we have to do is run mix terraform replace <app_name> if it's a specific services node add a --node <number> on to it to target that node number.

We can then run mix ansible.setup --only <app_name> and mix ansible.deploy --only <app_name> to deploy these nodes

Why are there so many tags on my EC2 node?

Going to your EC2 node, you'll notice there are around 8 tags. These help you to manage costs since you can filter cost based off tags. Cloud Hosting is terrible for showing you cost allocation so using the tags you can roughly identify the cost of difference services

Group for example aids in clustering helping to register all the nodes in our application. This can be used to look at the costs for all the elixir specific backend services

InstanceGroup on the other hand is seperated by services and will have all nodes under that one service or app, this can be used for billing to show you the cost of a specific service/app. This is also used for ansible playbooks to target specific node groups

MonitoringKey is present on monitoring resources and helps playbooks to identify monitoring services

Vendor is tagged between different vendor like Grafana or Sentry, internal ones will use Self to help identify vendor costs in billing

Type We use this to seperate what the service is for or who it's by, in the case of monitoring we set this to Monitoring or in the case of self built apps this is set to Self Made. This helps to organize billing between costs to run metrics and costs to run the elixir apps

What to do if monitoring is failing?

First figure out what is failing, there are several monitoring systems running in the background:

  1. promtail - This is present on all app nodes, it tails the logs and exports them to loki
  2. prometheus_exporter - This is present on all app nodes, it scrapes metrics endpoints and exports them to prometheus
  3. prometheus-server - This is present on all prometheus nodes, it's the database for prometheus
  4. grafana-server - This is present on all grafana_ui node, it's the service for the interface
  5. loki - This is present on all loki_log_aggregator node, it's the service for the log aggregator

Try restarting whichever is failing, and tailing the logs using mix deploy_ex.ssh --log --all -n 50 to see if there are any errors with that service

How can I restart a service without redeploying?

Sometimes we need to restart a service but it doesn't need a full deploy, in this case we can ssh onto the server using our mix deploy_ex.ssh --root app command, and running systemctl restart app_name

How can I uninstall??

It's pretty easy, just run mix deploy_ex.full_drop, you can even add a -y to auto confirm any destructive actions. This will remove all built resources in AWS and delete the ./deploy folder from your application

How can I run elixirs runtime in the cloud using `include_erts: false` with deploys and installing erlang on machine

To do this you must use at least a t3.small node, you may have luck with smaller nodes or it may run out of memory. It's possible for the ansible task to also run out of memory (in which case it will complain the install Erlang step is non blocking) in which case you must ssh onto the node manually and run asdf install erlang <version specified in ansible step>

In our deploys/ansible/setup/<app_name>.yaml we set a new role of elixir-runner

In our deploys/ansible/playbook/<app_name>.yaml we modify it and add extra_env:

- hosts: group_<app_name>
  vars:
    extra_env:
      - PATH=/root/.asdf/shims:/root/.asdf/bin:/usr/local/sbin:/usr/local/bin:/usr/sbin:/usr/bin:/sbin:/bin

Once this is done we can run mix ansible.setup --only <app_name> && mix ansible.deploy --only <app_name> to setup and deploy our code on the node

Goals

  • Deploy Rollbacks
  • Environment seperation (staging/prod)
  • Canary Deploys
  • Automated IP Whitelist removal lambda (from mix deploy_ex.ssh.authorize)
  • Sentry Integration
  • Vault Integration
  • Static way to setup redis from apps
  • Subnet a-z dispersal in networking layer
  • S3 Backed Terraform State
    • Needs a command run before to generate bucket
  • Automated Terraform & Ansible install on command runs

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