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Working with Environments (Dev vs. Production)

Overview

When treating policy as code, policy rollout is part of the Software Development Life Cycle (SDLC). In order to treat policies as code, we can utilize the Git integration feature.

Following is an example of how one might roll the defined policy to the production environment as part of the SDLC.

For simplicity, we will assume there are two environments: development and production.

Step #1 - Configuring the Git integration

Follow the steps in Git integration and review how to configure the directory in which the policies will be stored in the selected Git repository. You can also refer to how to define the Git branch, in the Commit Project to Git page.

Step #2 - Developing the policy

Once we have configured the Git integration, the next step is to create the policy and then commit commit to Git.

Using the environment option, we will commit our policy in the development stage to a branch which is not main (for this tutorial, we will call this the development branch, or developand make sure that we commit to that branch. Note below the Git Branch Name is develop.

Commit to development branch

Step #3 - Deploying a PDP for development

The next step is to create a new PDP which we will use for development purposes - this new PDP will be deployed in our development environment.

When deploying the PDPs, we can set the BUNDLE_COMMIT environment variable (see PDP Deployments), but since the development phase of a policy is an interactive one (policies are constantly edited, refined, tested and published), it may be more efficient to deploy the PDP without setting the Git SHA in the BUNDLE_COMMIT. Otherwise, we will need to redeploy the PDP each time with a new commit SHA to see our changes take effect.

We can still continue to commit our changes to Git when editing the policy, but we will also Publish our changes to the PDPs that are not deployed with the BUNDLE_COMMIT environment variable that holds a commit SHA.

Note that when we Publish to such a PDP, a build.security logo will appear next to the Revision value - this indicates that the Revision is taken directly from the build.security control-plane rather from Git.

PDP revision of a directly published policy

We can then continue to iteratively author the policy, test it, and publish it, until we are satisfied with the outcome. We can then perform a Git commit operation from the build.security console to store the changes in Git.

Step #4 - Peer reviewing policy changes

Once we are satisfied with our policy, we would like to have our changes approved before rolling-out the policy to production - our integration with Git will allow us to do so.

To accomplish this, we would likely merge our policy to the main branch. We do this by opening a pull-request for our changes to merge the changes from branch develop to main. This allows our peers to review the changes in the Rego files and approve them.

Pull request example for policy changes on Git

Once the pull request has been approved, we can merge it to branch main.

Step #5 - Rolling-out the policy to production

After the merge of the pull-request to branch main, we will have a new commit SHA that we can use for deploying the changes to production.

Commit SHA in main

We can configure our GitOps processes to take the latest commit SHA on branch main and use it to deploy one or more PDPs in our production environment. We do this by utilizing the BUNDLE_COMMIT environment variable which forces the PDP to pull the policy bundle for this specific commit.

We will create a new PDP configuration and call it Production PDP.

The deployment command for the PDP may look similar to the following (assuming it is deployed as a standalone PDP):

docker pull buildsecurity/pdp;  
docker run \
 -p 8381:8181 \
 -d \
 -e BUNDLE_COMMIT="a068cf8952a599395b3e1e18f379d1d7dbd3aaee" \
 -e API_KEY="neYqBqN9c4EpeCAyV6HZRWXXFjtk7haC" \
 -e API_SECRET="CEKF***Yzo9Z1JkyfbyHHHkrvk2uy982SuvPPWq668U6TawVhXFi3sumNgWK9Vj8" \
 -e CONTROL_PLANE_ADDR="https://api.dev.build.security/v1/api/pdp" \ 
 buildsecurity/pdp

If we examine our PDP instances after the deployment of the PDP, we will see that the Revision field now holds the commit SHA (short form) and next to it a Git icon (rather than the build.security icon mentioned previously).

PDP instance with Git revision

In the Policy Decision Points page, we can see that the Development PDP configuration is using published policies while the Production PDP configuration is using a Git commit which was taken from the main branch, as mentioned above.

PDP production and developement revisions

Summary

In this tutorial, we have demonstrated how one may develop policies in a development environment while not affecting the policies running in production environments.

We have also demonstrated how the Git integration feature allows us to treat policies as code and by doing so, allow us to control the changes that are intended to reach production (by using pull-requests).

Finally, we proposed a method for automatic deployments (continuous deployment) by utilizing Gitops processes for taking the latest commit SHA from a production branch (main in this case) and deploying PDPs in production using that specific commit SHA.