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stagecoach

Stagecoach is a framework for deploying node.js web applications and testing them on a staging server. It includes a complete mechanism for running many such node applications on a single staging server, restarting them gracefully on reboot, and accessing them at nice URLs without port numbers.

Stagecoach also includes sc-deploy, a minimalist deployment tool based on rsync that understands multiple deployment targets and makes pretty much no assumptions about your project. It is suitable for pretty much any site or web app you wish to deploy, although the examples provided are node-oriented.

sc-proxy is a node.js-based frontend proxy server solution for web apps that listen on independent ports, built on top of the amazing node-http-proxy by nodejitsu. It's great for testing lots of node projects on the same staging server while giving them all reasonable hostnames and allowing them to respond on port 80. With a little tweaking it may also be suitable for production deployment of clusters of small sites that don't need a VPS unto themselves.

We chose to create these tools because we wanted a solution that didn't contain a lot of implicit assumptions about the sites being deployed (such as Capistrano, which really wants to deploy a Rails project, although you can convince it to deploy other things).

Simplicity is a major goal here. If your needs are more complex you might be happier with Haibu (for Node) or Capistrano (for Rails).

Requirements

The provided start and stop scripts require that forever be installed globally:

npm install -g forever

forever is a great node utility for ensuring that a process is restarted if it should fail.

Although sc-deploy doesn't care where you install things, for easiest use of sc-proxy Stagecoach should be installed to /opt/stagecoach. Apps will run from /opt/stagecoach/apps/appname/current. If that is not an option for you, you'll need to make modifications.

Configuration

Copy stagecoach to /opt/stagecoach on your staging server. Edit /opt/stagecoach/settings and make sure USER is set to the non-root user that web apps should run as. Then create the /opt/stagecoach/apps folder and chown that folder to that same non-root user.

Additional configuration steps are covered under sc-proxy, below.

sc-deploy

sc-deploy is a short bash script that handles web app deployment with automatic rollback on failure. You'll find it in /opt/stagecoach/bin.

Like other deployment tools, sc-deploy deploys to a new folder on the target server each time you deploy, and switches a symlink at the last possible minute only if everything went smoothly. The server is stopped, migrated and started only after the rsync is complete. So depending on how long your database migrations take, your deployment downtime can be very short indeed.

sc-deploy creates a symbolic link from /opt/stagecoach/apps/example/current to the latest deployment folder if everything happens successfully (assuming that your project is called myproject and you base your paths on those in example). If you're deploying traditional web languages like PHP, you'll want to make sure your web document root is configured accordingly.

sc-deploy relies on bash scripts in a subdirectory of your project called deployment to carry out the work of starting (start), stopping (stop) and migrating (migrate) your project. If any of these exit with a nonzero status, the deployment process stops and the previous version of the site stays live. Currently any failed deployment folders are left on the server for your debugging convenience.

Settings that apply to all deployment targets for this project, such as the project's name and (usually) the deployment directory, reside in deployment/settings. You'll want to edit the PROJECT setting, and possibly the DIR setting as well. The project name should be a reasonable Unix shortname; it's the folder name you'll be deploying to. If you use sc-proxy it is also the subdomain you'll use to access the staging site.

Settings for a specific target, such as staging, go in deployment/settings.staging. The USER and HOST settings (for ssh and rsync) typically appear here because they are different for each server.

Most apps have folders that contain data rather than code and should not be replaced in a deployment. Check out the provided migrate script to see how we provide a shared data folder. A symlink to this folder is created from each new deployment folder.

If an rsync_exclude.txt file is present in deployment, files mentioned there are not included in the deployment and are left alone if they exist on the server (see the rsync manpage).

Run sc-deploy like this (after setting up your deployment folder correctly):

sc-deploy staging

You'll want to make sure sc-deploy is in your PATH.

sc-deploy deploys straightforwardly from the current directory to the target via rsync. This is a deliberate choice: the code you just QA'd on the box in front of you is the code you want to deploy, not something that might be juuuust a little different in fun and surprising ways. However you can easily wrap sc-deploy in a script that updates from git, svn or whatever yoou may prefer and then runs tests before agreeing to carry out a deployment. As long as you have a test script that returns a nonzero exit code on failure, that can be as simple as:

git pull && ./tests && sc-deploy staging

So sc-deploy plays well with jenkins and other shells for running deployment and testing tools.

Tip: you should definitely set up a trusted ssh public key that allows you to ssh to your server without entering your password over and over.

example app

In the example folder you'll find an example of ndoe app deployment, with all the important bits already set up (be sure to look in example/deployment). The start script integrates with sc-proxy by registering a port number for the project to listen on via the data/port file, and the provided example node app consults that file as well at startup.

Production Hosting

You can do production hosting with sc-proxy as well.

Just create a data/hosts file for each site. In that site, list the hostnames that the site should respond for, like this:

myexample.com
www.myexample.com
some-alternate-name.com

Note that if data/hosts exists, sc-proxy will stop responding on the staging subdomain for that site. Which doesn't bother you, because you have separate staging and production servers... I hope!

Reconfiguration

If you add or remove an app entirely, sc-proxy should spot that right away.

If you add or modify a hosts file, there will be a delay of up to a minute. I'm working on changing this by watching these files in the filesystem in an efficient way.

Warnings and Limitations

sc-deploy expects that you will not have spaces in your target deployment folder name or your project name. If you like making things difficult for shell scripts, this is not the tool for you.

The provided sample start and stop scripts do not attempt to use chroot jails to prevent apps from seeing each other's files. If you need that, you might be happier with haibu.

This isn't for Windows.

sc-proxy

sc-proxy is a simple reverse proxy server for web applications that are installed like example: in subdirectories of /opt/stagecoach/apps, with a data/port file that records the port number each web application is listening on. sc-proxy accepts requests at nice URLs like http://projectname.mydomain.com and proxies them to http://localhost:3001 and so forth, so that all of the projects can respond to reasonable URLs without wacky port numbers. sc-proxy itself is just a handful of lines of JavaScript because it is built on Nodejitsu's node-http-proxy, which is terrific because it handles websockets and all those other neat things that node apps do, but is also a perfectly valid proxy for any plain vanilla HTTP web application.

The most convenient way to use sc-proxy is to set up a wildcard DNS "A" record for the domain you use to stage your projects. This way you don't need to add a separate "A" record for every project that is ready to test on the staging server. In our office we have a domain name set aside for this purpose.

sc-proxy looks at the name of each folder in /opt/stagecoach/apps and proxies traffic for that subdomain to the port specified in the data/port file in that folder. If you have a folder called /var/webapps/myproject that contains a data/port file containing the number 3001, then traffic coming to http://myproject.mydomain.com will be proxied to http://localhost:3001. Note that in the start script provided with example you can find simple shell script logic to assign a currently unclaimed port number to a new web app on its first deployment.

If sc-proxy is asked to access a site that isn't part of its current configuration, it will check whether that site has been added to /var/webapps. In addition, once a minute sc-proxy scans for any modifications to /var/webapps, on the off chance a site has been removed or reconfigured.

Configuring sc-proxy

To configure sc-proxy, copy the file config-example.js to config.js and change the domain setting to match your needs. Also set ip to the IP address you want to listen on; you can set 0.0.0.0 to respond on all interfaces, but that will conflict if you have an Apache server on the same system, so you should probably use a separate IP address just for your node projects (ask your web host for an extra IP address). You can also change the port from port 80 for testing purposes if you don't have an extra IP yet, although there is not much point in using sc-proxy if you don't plan to get one eventually and switch back to port 80.

If Apache is on the same server, you will also need to configure Apache to listen on just one IP, or at any rate to not listen on the IP set aside for sc-proxy.

Then cd to the sc-proxy folder and run:

npm install

The sc-proxy folder also contains an upstart script that can start and stop the proxy and the associated apps on an Ubuntu system. By copying this script to /etc/init on your Ubuntu system you can arrange for your proxy and web apps to be running at all times. You can also start stagecoach and stop stagecoach at any time (as root).

install-node-and-mongo-on-ubuntu.bash

This shell script is provided in the sc-proxy folder. It does what it says: it installs Node and MongoDB correctly on Ubuntu, using the recommended repositories for the latest stable releases, not the older stuff in Ubuntu's official repositories. It also configures MongoDB to run safely, accepting connections only on localhost. You can change that if you like, just please consider the security implications. MongoDB's default configuration has no security of any kind.

TODO

  • start script has to be able to tell if the job is already running via 'forever', otherwise forever will keep trying to run two copies

  • Write sc-rollback, which will roll back one or more deployments. (You can already do that by changing the symbolic link, and sc-deploy doesn't make a new deployment live if anything went obviously wrong, but a tool for doing this manually with less effort would be nice.)

  • Write sc-cleanup, which will purge old deployment folders.

  • start runs after the symlink is changed so that the current working directory name is consistent. But if start fails, we should flip the symlink back again if there is a previous deployment available and run start again.

  • Clean up the way stop is run so that we can skip it if there is no existing deployment. Right now this spews warnings on the first deploy (but still works just fine). This is tied to the task of making the remote commands in sc-deploy more readable and maintainable. But this turns out to be a really minor annoyance