terraform cloud on Digi Hunch

Infrastructure deployment in Terraform 2/2

Fri, 05 Nov 2021 01:05:00 -0400

In a previous post, I introduced Terraform Cloud and covered how to use AWS profiles with Terraform. This time I explored some alternatives to Terraform Cloud, in the context of Azure. I use Scalr as an example of multi-cloud management platform. I will also discuss some issues I’ve came across while managing permissions and variables for Terraform.

Scalr

Scalr is a multi-cloud management platform. I first used it in January but since then it seemed to focus on being a collaboration platform for Terraform. It organizes deployment by environments and workspaces. Accounts in the free tiers is allowed to have one Environment. You will also need to configure (cloud) providers and VCS providers. Once configured, it is important to link a cloud provider with an Environment. Each workspace inside of an Environment can be associated with a VCS provider. In the case of Terraform, this limits a workspace with a single cloud provider.

Permission with Azure

I have a resource group (e.g. named AutomationTest) under a subscription. My account has Contributor role of this resource group. To run Terraform, I could login to Azure as my own account on my environment using AWS CLI. Terraform will pick up the session from Azure CLI and execute as my user. However, it is recommended to run Terraform as a separate own entity. This would allow me to run Terraform template from Scalr, or Terraform Cloud. It is also a good practice for Terraform to use a separate account than a regular user account. There are a number of ways to do this as suggested on the guides for Terraform azurerm provider, including:

Authenticating via a Service Principal and a Client Secret
Authenticating via a Service Principal and a Client Certificate
Authenticating via Managed Identity
Authenticating via the Azure CLI, only recommended when running Terraform locally.

I chose the first option and followed the instruction, using the following CLI command to create the service principal:

az ad sp create-for-rbac -n tf-sp --role="Contributor" --scopes="/subscriptions/9dd2c898-8111-4322-91d6-a039a00bd513/resourceGroups/AutomationTest"

The command returns a few attributes (client ID, tenant ID, secret) that I needed to configure cloud providers in Scalr. The service principal will also be visible under App Registrations in Azure. Once configured I needed to link the provider to an Environment, for Scalr to make an connection to Azure. Otherwise, the Scalr run will return the following Error:

Terraform error

Once provider linking is completed, Scalr automatically populate required environment variables in the workspace. They show up as “Shell” variables under VARIABLES tab.

Under the Terraform tab are input variables that you wish to put in for Terraform template to pick up. Then you can run the template. This works well until I came across a permission issue when I added azurerm_role_assignment resource in Terraform template. What I was trying to do is something like this:

resource "azurerm_role_assignment" "admin_assignment" {
 scope = var.rbac_aks_id
 role_definition_name = "Azure Kubernetes Service RBAC Admin"
 principal_id = var.rbac_principal_object_id
}

And whenever at this line, the following error returned:

Apparently the code 403 indicates Azure doesn’t think the Terraform Service Principal has the privilege to perform Microsoft.Authorization/roleAssignments action. The reason dates back to the way I created service principle above, where I specified contributor role for resource group. However, contributor as a built-in role does not include the permission to assign roles in Azure RBAC. To address this issue, I needed a custom role, named TerraformContributor, with the following definition:

 {
 "assignableScopes": [
 "/subscriptions/9dd2c898-8111-4322-91d6-a039a00bd513/resourceGroups/AutomationTest"
 ],
 "description": "Grants full access to manage all resources, but does not allow you to manage assignments in Azure Blueprints, or share image galleries.",
 "id": "/subscriptions/9dd2c898-8111-4322-91d6-a039a00bd513/providers/Microsoft.Authorization/roleDefinitions/637824aa-52ae-42f6-a24e-26b2a443afdf",
 "name": "637824aa-52ae-42f6-a24e-26b2a443afdf",
 "permissions": [
 {
 "actions": [
 "*"
 ],
 "dataActions": [],
 "notActions": [
 "Microsoft.Blueprint/blueprintAssignments/delete",
 "Microsoft.Compute/galleries/share/action",
 "Microsoft.Blueprint/blueprintAssignments/write"
 ],
 "notDataActions": []
 }
 ],
 "roleName": "TerraformContributor",
 "roleType": "CustomRole",
 "type": "Microsoft.Authorization/roleDefinitions"
 }

Compare this with the JSON statement of built-in contributor role, the exclusion of actions for Microsoft.Authorization are removed. The creation can be completed with CLI command “az role definition create” in the subscription, or use Azure portal. Once the role is created, create a new service principal using the

az ad sp create-for-rbac -n tf-sp --role="TerraformContributor" --scopes="/subscriptions/9dd2c898-8111-4322-91d6-a039a00bd513/resourceGroups/AutomationTest"

This solution is suggested on this thread.

Composite type for Input variable

Sometimes we want to define an input variable that describes a hierarchy of attributes on a resource. A good example would be Azure Kubernetes service. We can use either object or map as the variable type. The example below has a variable of each type.

variable "cluster_detail" {
 description = "AKS cluster"
 type = object({
 resource_group = string,
 cluster_name = string,
 kubernetes_version = string,
 node_subnet = object({
 subnet_name = string
 vnet_name = string
 resource_group = string
 }),
 pod_subnet = object({
 subnet_name = string
 vnet_name = string
 resource_group = string
 }),
 lb_subnet = object({
 subnet_name = string
 vnet_name = string
 resource_group = string
 }),
 ad_admin_group_object_ids = list(string)
 })
}

variable "common_tags" {
 description = "common tags"
 type = map(any)
 default = {
 tagA = "valueA"
 tagB = "valueB"
 }
}

When using object as the type, the default value needs to define all fields.

In this example where node pool configuration is exposed, we can see how using variables with hierarchy helps template user customize infrastructure specification.

Parsing Map as Input variable

To find out the best multi-cloud management platform, I tested a few of them. I find it inconsistent when I have an input variable of the map type. With Terraform Cloud, I have to specify the variable to be parsed as HCL, and the value has to be:

{"Environment" = "Dev", "Owner" = "info@digihunchtest.com"}

With Scalr, I also have to specify the variable to be parsed as HCL, and the value can be either the one above, or the one below:

{"Environment":"Dev","Owner":"info@digihunchtest.com"}

So Scalr is more flexible in parsing maps. Apart from Scalr and Terraform, I also tested env0 but I gave up after an hour. I could not specify to parse a variable as HCL. They need to work harder on this. Neither was I able to figure out the right syntax as plain variable. I did not test Atlantis or SpaceLift.

Enterprise Deployment

When deploying code to enterprises with their own network environment, Scalr supports running a self-hosted agent inside of the Enterprise network. This is also supported by Terraform Cloud (manage in cloud, execution in enterprise network). This is very useful when the execution machine needs to access the resource created in the enterprise environment.

A good example, is using Terraform’s Azure provider to provision an AKS cluster on the corporate network. Then use Terraform’s kubernetes provider to connect to the newly created cluster and create some Kubernetes object such as service account, as illustrated in this blog post.

Infrastructure deployment in Terraform 1/2

Wed, 11 Aug 2021 21:44:00 -0400

Terraform is an excellent Infrastructure-as-Code (IaC) tool based on Hashicorp Configuration Language (HCL). Compared to JSON or YAML based declarative templates (e.g. CloudFormation and ARM), HCL is more concise, thanks to the flexibility of HCL. On the other hand, HCL is not as flexible as general purpose languages. For that sake, I see HCL as semi-declarative IaC. This post is my notes about best practices with Terraform development, from the context of AWS, but also applies to other cloud platforms.

Complex Types

There are three primitive types (string, number and bool) that forms collection types and structural types. Here are some common ones:

list: element may repeat, and order is maintained:

["orange", "banana", "orange", "apple"]

set: elements are unique and unordered

["apple", "banana", "orange"]

tuple: each element has its own type

["a", 15, true]

object: defined by a schema with named attributes each with its own type

{
 name = "John"
 age = 52
}

list of object

[
 {
 alloc_id = "0b7271a3219bc1fc2"
 subnet_id = "0c02af76c2c3e46fa"
 },
 {
 alloc_id = "0440c334c48d4247f"
 subnet_id = "02652e69fa2a71de8"
 }
]

map of string

{
 property = "foo"
 attribute = "bar"
}

map of object

{
 objkey1 = {
 alloc_id = "0b7271a3219bc1fc2"
 subnet_id = "0c02af76c2c3e46fa"
 }
 objkey2 = {
 alloc_id = "0440c334c48d4247f"
 subnet_id = "02652e69fa2a71de8"
 }
}

Whenever applicable, Terraform converts types implicitly or explicitly. For example, when a list or tuple is converted to set, all elements are converted to string and duplicates are removed. Object and map are very similar. Map of string can be converted to object if the attributes comply with the schema. Additional attributes not in the schema are discarded.

HCL Types is similar to Python

Although being totally different beasts, the complex types between HCL and Python are similar, to the point I suspect the HCL design is influenced by Python. I summarize the similarities as such:

Python Types	list []	tuple ()	set {}	dict {}
Terraform Types	list []	tuple []	set []	map {}
ordered	Y You can access item by index	Y	N you cannot access an item by index or key; however you can loop over all itmes	N key-value pair that allows you to access item by key
changeable (mutable)	Y	N You cannot update, add or remove items	Y Add or remove only. no change to existing elements	Keys must remain unique or the values get overwritten; Values are mutable
allow duplicate elements	Y	Y	N	Keys must be unique; values don’t have to

In Python, list and tuple allow elements of mixed types but in IaC like Terraform we mostly don’t need mixed types. In Terraform, an object is a map without a defined type. In most situations, lists and tuples behave identically, as do maps and objects.

Another area of similarity is with the comprehension of list and dict/maps. In Python for example,

## Supposed you need to create a list:
lst=[]
for x in range(10):
 lst.append(x**2)

print(lst)

### that can be simplified as the following to create the list:
lst = [x**2 for x in range(10)]

## You can even add contidion
even_numbers=[num for num in range(10) if num%2==0]

## You can introduce function calls:
words = ["hello", "world", "python", "list", "comprehension"]
lengths = [len(word) for word in words]

## You can even combine two lists
lst1=[1,2,3,4]
lst2=['a','b','c','d']

pair=[[i,j] for i in lst1 for j in lst2]

print(pair)

## With dict, it's similar
evens={x:x**2 for x in range(10) if x%2==0}
print(evens)

In Terraform, we use similar techniques:

[for s in var.list : upper(s)] # build a tuple/list from a list

[for k, v in var.map : length(k) + length(v)] # build a list from a map

{for s in var.list : s => upper(s)} # build a map from a list

[for s in var.list : upper(s) if s != ""] # build a tuple/list from a list with condition

Note that the documentation of Terraform doesn’t explicitly call them out as comprehensions. However, it’s exactly the same idea as comprehensions in Python. Even the range() function exists both in Python and Terraform.

Modularization

Modules allows you to group related resources together. They can also be re-used and called by other modules. It is fairly straightforward to create a module:

put the resource declarations into a sub-directory
define input and output in the directory

However, the introduction of module complicates the directory structure and variable referencing, which is important to take into account before starting creating modules. This guideline has further discussion about when to create a module. I re-wrote the terraform templates in Orthweb project to leverage modularization wherever possible, but there is still some stand-alone resource (e.g. random_id) not belonging to any module.

To reference resources across modules, you need to import those resources (using data source) from within the module. There are a couple of ways. You may pass the argument of data source as input variable, or you can leverage the filter capability of data source. Let’s look at one example of each mechanism.

In the example below, we import a subnet by subnet id:

data "aws_subnet" "private_subnet" {
 id = var.private_subnet_id
}

In the example below, we import a subnet by filtering from all subnets in the VPC by tag:

data "aws_subnet" "private_subnet" {
 vpc_id = var.vpc_id
 filter {
 name = "tag:Name"
 values = ["Private"]
 }
}

There are pros and cons of each approach. A module with mechanism 1 is more transferrable across different environment, because the ID of subnet is explicitly provided. However, authors needs to manage those explicit variables with code. Mechanism 2 fetches target resources with filter. It depends on a well-implemented tagging policy in the resource farm.

The Terraform Registry (since 2017) contains a lot of pre-built modules for each backend platform (e.g. AWS). If you find any module that can be used in your project, the module repo can be referenced directly by Git repository URL. You should be aware of the risk of this practice though. Many platforms are keen to publish modules for their platform. Anyone can publish their own modules to the community as well.

You can quickly generate module documentation with terraform-docs.

Local Execution

Local execution is the basic workflow mode which is mostly seen with very small collaboration team. In this mode, the developer executes terraform binary (Terraform CLI) from their workstation (e.g. Laptop). The Terraform CLI converts code into API calls to interface cloud provider. The most frequently used commands (from terraform directory) are:

terraform init
terraform plan
terraform apply

The init command initializes the working directory. The plan command figures out the delta between code and infrastructure. It outlines the changes it is about to make. The apply command commits the change. The documentation of Terraform CLI commands is here.

Terraform keeps track of the infrastructure it manages in state file. This article explains the purpose of state. State management collaboration difficult with local execution because the state file by default is created in the working directory on user’s workstation. Although the state file can be configured to be stored in a shared location such as S3, it still requires a mechanism to lock the state in a multi-developer collaboration.

In large operations, the same code base in Terraform, is usually used to created several different sets of infrastructures, for example, in different geographic regions. So it is a 1-to-many relationship between the code repo and the infrastructure state. To further complicate things, each state might have been deployed using different revisions of the code. To overcome that challenge, Terraform introduced the concept of workspace, which is essentially an instance of state describing a particular group of infrastructure being managed by the same source code. When there are many workspaces, it becomes tricky to manage them with CLI commands.

State management is a major challenge that needs to be solved for team collaboration in local execution workflow. Each state must use the same revision of Terraform code. You can use Git in combination as a workaround to that limitation but the point is you cannot tie a workspace to a commit with the workspace commands.

In some enterprise environment, the execution is from a VM (e.g. ADO agent on-premise) without Internet access, which poses another challenge. First, we need to pre-load required providers manually. The enterprise needs a proxy solution to safely download packages from Hashicorp website. One good option is Nexus Repository, with both open-source and pro supports. It is a full-function artifactory repo that can host helm repo, apt repo, yum repo, etc. Second, we also need to configure Terraform so it picks up providers locally. Managing plugins without Internet access requires understanding of the order in which Terraform tries to load plugins during initialization.

Remote Execution

In remote execution, the code is executed in Terraform Enterprise or Terraform Cloud. Both are remote web servers. The difference is that Terraform Enterprise is self-hosted service, requiring IT specialist to install and maintain Terraform Enterprise. Terraform Cloud on the other hand, is a managed SaaS service. The pricing model includes a free plan for small number of users.

Terraform workspace configuration

In Terraform Enterprise or Cloud, the remote execution is organized in workspaces. You need to create an organization, and then create workspace under the organization in order to execute code. With each workflow, you can specify version control system (VCS) and subdirectory, to tell the workspace where to fetch Terraform code from. The workspace also allows you to define secrets and variables specific to the workspace. When you execute a workspace plan, the secrets and variables are passed from workspace to the execution logic.

Terraform Workspace Variable configuration

You will also need to design the Terraform code in a way to work seamlessly with the secrets and variables loaded from the workspace. The variable declaration in code should match the definition in workspace. There are already a number of variables that came in handy. Check out this guide.

Each execution is referred to as a “run”, with its own run id. A workspace involves may runs, which may succeed or fail. Each run pulls a specific commit of the source repository, and goes through stages such as plan, and apply. The UI from each run result list out the status of each result, in a very easy to read format.

The state data is persisted in the web server as they were generated. Therefore the collaborator do not need to worry about managing state with CLI tools. If there are files that you do not want picked up by the execution engine, their locations can be added to a file .terraformignore. Refer to this guide.

AWS profile

Local execution still has a lot of use cases in enterprises such as testing with temporary resources. A common challenge is authentication. As discussed, Terraform CLI picks up identity information from AWS CLI and authenticates its way into the backend to run API calls against. So AWS CLI must be configured correctly with the sufficient permission to provision resources. On the other hand, enterprises usually offload IAM to an identity store, such as AzureAD, Okta, etc. Putting those together, the pattern of authentication and authorization usually looks like this:

User logs on via SSO (e.g. SAML). The validation response gives a name of an IAM role.
Upon successful authentication, user takes the IAM role. The role does not have any capability, except for assuming a second IAM role.
The second IAM role (the functional role) grants user the permission to do its business.

The steps above, can be carried out in AWS console, or with AWS cli using assume-role command. However, when we put Terraform in the picture, it becomes a little involving because the credential information is updated whenever the functional role is assumed, and the assume-role command takes a pretty long argument.

To skip typing the long command every time, there are some handy tools, such as aws-azure-login. An even better tool that works with a variety of identity stores is saml2aws. The tool allows you to configure identity backend, assume the functional role, and update credential information in aws credential file, all with a single command. The AWS CLI configuration reads:

[default]
region = us-east-1
output = json
cli_history = enabled
cli_pager =
role_session_name = functional_operation

[profile function_user]
source_profile = default
role_session_name = functional_operation
role_arn = arn:aws:iam::9998887766:role/admin-access
region = us-east-1

In Terraform provider, we need to tell it to assume that role as well:

provider "aws" {
 region = "us-east-1"
 assume_role {
 role_arn = "arn:aws:iam::9998887766:role/admin-access"
 session_name = "terraform"
 }
}

This will ensure Terraform assumes appropriate role before doing its job.

AWS EC2 SSH Key Pair

RSA key authentication for SSH should be used for Linux Instances. When creating an EC2 instance, we give it our public key so we can then later authenticate through SSH. If the key is already stored in AWS, we just need to tell EC2 the name of the key, in the key_name property. If the code is likely to be executed from several different places by different users, then we can write the code so it picks up public key from user’s workstation (~/.ssh/id_rsa.pub). Here is an example:

variable "local_pubkey_file" {
 type = string
 default = "~/.ssh/id_rsa.pub"
}
data "local_file" "pubkey" {
 filename = pathexpand(var.local_pubkey_file)
}
resource "aws_key_pair" "user-pubkey" {
 key_name = "runner-pubkey"
 public_key = data.local_file.pubkey.content
}
resource "aws_instance" "bastion" {
 instance_type = "t2.micro"
 key_name = aws_key_pair.user-pubkey.key_name
 ......
}

For remote execution, we can even add an option to pass public key in as variable, to override the key file variable. For an example, check out my orthweb project.

To upload files to EC2 instance from Terraform execution environment, we can use the file provisioner with ssh as connection type.