What Is Deployment Automation? Best Practices & How to Start
The term deployment automation is used to describe a method of software deployment that helps organizations increase their speed by automating the build process, testing, and deployment workflows.
It allows organizations to deliver new features more quickly and frequently.
Software development is accelerating at an ever-increasing rate.
Organizations need to adapt. Technological innovations have changed the way software is developed, tested, and shipped.
You need to have your companys culture, systems, and development processes working together as effectively as possible in order to gain an edge.
Automation of deployment is an important innovation to boost your companys ability to deliver new features.
This concept is based on automating the deployment of software to multiple environments. It also involves running tests against software and transferring it to production without any human involvement.
This is a complete example, which includes the continuous integration pipeline (CI).
- After running your Continuous Integration pipeline, a new build of the software is generated.
- Deployment automation configures your environment. It can, for example, set the configuration of your testing environment.
- Automated deployment software to a configured environment and then runs automated tests on the deployed software.
- It is optional to push the build of software to another environment to perform further tests if all tests are successful.
The concept of deployment automation is powerful, as you can create an automated pipeline that allows you to test if the software you are deploying works correctly.
The article discusses the benefits and best practices of deployment automation and whether it is possible to pair this with continuous Delivery.
Why Choose Deployment Automation?
You can automate deployment to test your feature and see if it works.
Deployment automation tools can help developers detect bugs that are difficult to find using traditional testing methods such as integration or unit testing.
Stress-testing an application could reveal a memory leak.
Developers must wait to receive feedback from the application when the team leader decides to move a release to the testing phase.
You can only get these insights if you automate deployment. The faster feedback system allows you to detect bugs faster, saving time.
Deployment automation also improves accuracy. Some companies require developers to set up their testing environments manually by copying commands out of a Word document and executing each one individually.
They also need to set up test databases and other tools which interact with the application. It takes time, and there are more chances for errors.
This problem is solved by deployment automation, which automates all these tasks, including database creation and provisioning.
It eradicates manual processes.
Three Best Practices For Deployment Automation
It is anticipated that the market for industrial automation services would expand from $147.06 billion in 2019 to $264.69 billion in 2026.
This is a list of the three best practices that are essential for automating deployments.
Continuous Testing
Include automated testing as part of your pipeline for deployment automation. Your customers want software delivered as quickly as possible.
Its important to receive feedback on automated testing as quickly as possible. When tests fail, you can include checks that roll back to an earlier working code.
You can test for the following:
- Testing from end-to-end simulates the users interaction with your software.
- You can detect memory leaks or choke points by performing performance testing.
- The exploratory test is an experimental method that uses randomness to discover unexpected behaviors.
Software testing is a great way to ensure the quality of code.
Configuration Management For Environments
Implementing version control is important for managing and storing changes to your environments configuration. By creating a repository for environment-specific configurations, your deployment automation tool can pull the configuration required per environment.
Versioning configuration changes allows you to see how the configuration has evolved and makes it easier for you to track configuration problems.
Monitoring and Logging
Logging and monitoring tools reveal many details about the health of your application. You can set up alerts with a monitoring tool to identify issues in your application.
The idea here is to automate everything possible. Its not worth deploying an application automatically, then having to go through logs in order to identify problems.
Automate the deployment of your application using monitoring tools that alert you when it fails.
By using Flag Triggers, you can automate the disabling of buggy features. You can reduce the impact of an incident by reducing its blast radius.
Benefits of Deployment Automation
The main benefits of automation are listed below.
- Save time setting up environments and performing manual tests.
- Reduce the feedback loop to developers, catch bugs quicker, and find bugs that are more complex.
- You can avoid repetitive tasks such as setting up test environments, and you will be able to spin up an environment to test your product without opening a ticket to DevOps Teams. This gives DevOps pipelines more time to do other things.
- Automated deployment models increase accuracy by executing all steps perfectly.
Lets also look at how combining continuous Delivery with application deployment automation can be beneficial.
The Two Are An Excellent Match
Continuous Delivery focuses on the deployment tasks of your application into a production or testing environment once it has been tested in your pipeline for continuous integration.
You get a release that is automated.
Whats the point of simply deploying an application? Automation can be used to take your deployment process to another level.
It will run tests on the deployed application and set up monitoring and logging tools. They can alert you automatically when there is a problem with the deployment.
Why Combine Deployment Automation With Continuous Deployment (Cd)?
Continuous deployment is the release of each change to your codebase that has passed all tests. This setup can include additional validation before your code is deployed to production.
You can create a test environment for smoke tests and performance checks before deploying your code to production.
Why Choose Deployment Automation?
Deploying Software Quality
Monoliths to microservices is a substantial topic on its own; if youre not sure where to begin, check out our blog post on Microservices: How to Know If Youre Ready.
"Its much easier to implement automation than it is to address issues with organizational dynamics that involve different teams, different managerial chains, and almost certainly require modifying processes that impact an even larger number of teams." -2021 State of DevOps While automation is undoubtedly a hallmark of highly-evolved organizations practicing DevOps (the State of DevOps reported that 90% of such teams have automated most repetitive tasks), automation and other technical practices are just one side of the coin.
can take a long time, as it requires you to create a new environment and provision databases. You may also need to install monitoring tools or set up other dependencies.
Deployment Automation helps with these tasks and increases the accuracy of execution so that you can concentrate on your coding rather than repeating DevOps activities.
Its best for you to keep your configurations separate in Git repositories. This is because different environments are set up differently.
You can then track all changes across different environments, as the developers will be able to update them using Pull Requests, a familiar tool.
You can increase auditability by using version control for environment-specific configuration. You can check Gits history to see if something is wrong to find out where a particular configuration was changed.
Yet, you can gain even more control over your deployments besides implementing deployment automation. You can improve deployment safety by automating feature flag-driven deployments.
The Feature Workflows feature set streamlines deployments by giving software teams more control. They can schedule the release date of a particular feature and send an automatic request for a member of their team to approve any code changes before they are deployed.
Checklist for Software Deployment
Each software deployment process has its own phases, even though each model is different. Here is a checklist to ensure successful deployments.
Prepare for the Event
Following are some important planning steps:
- Inform all Stakeholders - It is important to notify all users of the deployment date and to teach them how to utilize the newly rolled-out features.
- Identify Collaborators - The software development cycle (SDLC), a collaborative project, can include disparate teams. To minimize friction, you should inform and identify all collaborators.
- List Third-Party Tools - Identifying all the tools and requirements that are involved in the process of deployment can ensure you and your collaborators understand how to effectively use these tools.
- Create a Test Environment - always run your new software on a computer before releasing it to the end user.
- Create a Clearly Defined Deployment Process - communicate to the team so that everyone involved is aware of the process and is on the exact same page.
- Develop a Rollback Strategy - Use this in the event of critical issues during deployment. Rollback deployments can be done seamlessly by using progressive delivery strategies.
- Determine Performance Metrics - common measures include CPU and memory usage and response time to queries. These basic metrics, along with custom KPIs, can be used to determine the success of an implementation. You can use these metrics in progressive Delivery to determine whether a deployment was successful or not.
Testing
Testing is the final step in evaluating your software prior to deployment. During this phase, it is important to consider the following:
- Create Unit Tests - the goal is to test and verify a small part of the software independently. Unit tests pass when they produce a result that is in line with the requirements. They fail if their results are inconsistent.
- Integrate the Tests with the CI Process - integrate unit tests in a shared repository for automatic build and verification of each part. This allows you to remove and fix bugs much more quickly than if they were fixed in production.
- Tests in Staging Environments - Create an exact replica of the production environment to be used to test software updates, code, and other features.
- Test An Application From Beginning To End To Find The Regression - The goal is to see how the software interacts with hardware and other components, such as network connectivity.
- Acceptance Testing - This final stage of testing verifies software by stakeholders or actual users. They can help determine if the software is suitable for production. This can be addressed in a continuous-delivery process by using the acceptance gate concept, where an automated deployment is held up until manual approval has been given.
- Create Smoke Tests -create a test suite to run it in production after the release of the software. This will verify if there are any regressions.
Read More: Know About Web Development Company: Developers.dev
The Deployment Process
The final phase of the implementation process covers key aspects and includes:
- Push the Update to Production - push the update into the production environment, where the users interact with the software.
- Monitor Product Performance - Use your pre-determined KPIs to monitor product performance. Check for HTTP errors, database performance, and other aspects.
- Monitor the environments Health - Use monitoring tools to identify possible issues related to software environments, such as the operating system database system and compiler.
- Automated Rollbacks - Use smoke tests and metrics in order to determine if a release is successful.
- TrackLogs - You can use logs for visibility of how software is running on components and infrastructure, to investigate errors, and to identify security threats.
- Versioning of Documents and Notes
Software Deployment Strategies
These are the most common software deployment methods:
Basic Deployment
Basic deployments involve updating all nodes in the environment to introduce new versions simultaneously. The strategy makes an upgrade harder to undo and is more vulnerable to failure.
Basic deployment may be fast, easy, and inexpensive, but it is also the most risky. It is not suitable for application services that are business-critical.
Rolling Deployment
A rolling deployment is a method of updating only a small subset (instead of the entire update as in a basic deployment).
Window size is the number of updates that can be made at once. The window size will be larger if the cluster is larger.
The rolling updates allow you to scale up the latest version without reducing the previous version.
The downtime is eliminated by this approach, as traffic will only be redirected to the updated version once its ready.
This approach reduces deployment risks because only a small number of users are affected by faulty updates. Rollbacks can take time as they require a slow and gradual process.
The new deployment must also be compatible with older versions.
If the application needs persistent sessions, it is important that the load balancer can support them.
Multi-Service Deployment
Multi-service deployments update every target node simultaneously with multiple services. It is similar to basic deployment but is less risky and useful for apps with service or version dependencies.
Multi-service deployments may be fast and inexpensive, but they can also be vulnerable to failures and are slow to roll back.
The strategy makes it harder to test, manage, and verify service dependencies.
Blue/Green Deployment
Blue/green deployments involve deploying both versions of an application at the same time. The blue and green versions run separately, but only one version is live at any given time.
While the blue version is being tested, it continues to be used. Once the new version is complete, you can switch traffic.
You may either remove the old deployment or keep it in case of a future rollback.
The blue environment can become green in some instances for the subsequent update.
The blue/green deployment eliminates downtime and allows for instant rollbacks. In the test phase, the isolation between blue and green environments helps to protect the live deployment against bugs.
This strategy may be less expensive, but its also more costly to implement.
It is important to ensure backward compatibility in order to enable seamless rollbacks. It is better to drain the connection on existing sessions during cutover to ensure that current requests can be completed.
Canary Deployment
Canary deployment is the release of a service or an application in small increments. The first step is to roll out the new version of the software (e.g., 2% of the users).
As the rollout rollout rollout continues, it gradually expands to include larger subsets of users until 100%.
It is the safest deployment method, as it allows teams to test and control live updates. This allows for the evaluation of performance within a real production environment rather than in a simulation.
This eliminates any downtime and allows for fast rollbacks.
Slow rollout rollout rollout is a possible disadvantage of canary deployments. Monitoring each release takes several hours.
Another challenge is maintaining observability over the application stack and infrastructure--monitoring often requires effort.
It is important to maintain session compatibility and stickiness, as with any other deployment strategy. This will ensure that the transition goes smoothly.
A/B Testing
A/B tests involve routing a subset of users experience toward the new functionality in order to gather statistics and inform business decisions.
It is not a strategy for deployment but a test approach that builds upon the Canary Deployment Strategy. Businesses use A/B tests to find out which version of a feature has the highest conversion rate.
It is the most accurate way to determine the functionality of an app. This helps to ensure predictable software rollbacks and safe releases.
It is simple to maintain the target audience and provides statistics on user behavior and engagement. Setting up an A/B is complicated, as it requires representative samples of your audience.
It can also be challenging to ensure the validity and reliability of test results.
Maintaining observability between multiple A/B tests is another challenge.
Shadow Deployment
Shadow deployment is the process of releasing parallel software versions, then forking the requests that come into the existing version and sending them over to the new one.
This allows you to test new features without impacting traffic. Once the new version has met the requirements for performance and stability, the application can be rolled out.
This strategy, while highly complex and specialized, eliminates the impact of production by using traffic duplicates to test for bugs with shadow data.
Tests are accurate as they mimic production conditions. It is a low-risk approach that is combined with canary deployment and other strategies.
Traffic shadowing, however, can have unwanted effects, such as duplicate payment transactions. Stubs and virtualization tools can reduce the risk of services changing state or interfacing with other systems.
The cost to implement due to expertise and running two environments at once is another drawback.
What is Progressive Delivery?
The progressive delivery paradigm is one of the most popular software development teams methods. It allows for better control and management over software update delivery.
The process involves creating a Continuous Integration and Continuous Delivery (CI/CD), which includes several flexible methods for rolling out the latest versions of software products.
These are the core principles of progressive Delivery.
- Pipelines for CI/CD - automate the building, testing, and deployment of tasks.
- Features Flag Management - allows features to be turned on or off in production. This tool helps to quickly release new updates and make adjustments in the production of features.
- Progressive Deployment - introduces techniques like canary, blue-green, A/B testing, and rollout rollout rollout deployments. Below, we go into more detail.
Five Tips to Ensure Software Success
These best practices will help you to deploy your software faster and more efficiently.
Maintain Separate Clusters For Production And Non-Production
One large cluster is not a good idea for security and resource management. At least two clusters are required, one to house production resources and the other for non-production.
Separating clusters helps to prevent communications between pods within each cluster.
The best practices help prevent situations where the developer deploys test features in the namespace of the cluster that houses production.
The developer may have an impact on production workloads if they run integration tests. Separating environments isnt just a matter of using different namespaces.
Multi-tenancy in one cluster is technically possible but requires significant effort and expertise to accomplish.
It is easier to create separate clusters. Some companies create multiple clusters, including production, shadow, and developer clusters.
The production cluster must be separated from everything else.
Use Resource Limits
There are no default resource limitations when an application is deployed to Kubernetes. Modern applications can use the whole cluster without any limits specified, causing performance problems in production clusters.
Each application should be given resource limits. Developers may not have the time to do this, but they should still know how much CPU memory and other resources are available.
Limits should be set to account for potential bursts of traffic or load, and not only average consumption. Kubernetes offers resource flexibility, but you must strike a balance.
The cluster may crash if the limit is set too low. The cluster will become inefficient if the limit is set too high.
The programming language should be taken into consideration when determining the resource limits. Java applications, for example, often experience memory issues.
An auto-scaler can automate the allocation of resources.
Measurement Metrics for Deployment
It is crucial to use metrics that are appropriate for Kubernetes Clusters, which support dynamic services and applications.
This will allow the application to be able to adjust to changes in traffic. The metrics are essential for understanding traffic patterns and resource limitations, as well as gaining crucial information without using kubectl.
The metrics also enable continuous monitoring of application performance, which helps measure success. Ideally, tracking metrics would be integrated into an automated workflow.
The system will examine metrics and decide whether to mark the deployment as complete or roll it back. It can be difficult to establish metrics that affect deployments, but they are essential.
Use a Secrets Strategy
When dynamic services are used to manage configuration changes (or similar services), they should also be able to handle secrets.
They send secrets to containers at runtime. Use a single strategy for handling secrets to avoid confusion between different secret types (such as build secrets and runtime secrets).
This will also ensure smooth development and testing tools.
Build secrets are only required during application packaging (i.e., credentials for the artifact repository or file storage).
After deployment, runtime secrets (such as private keys, SSL certificates, database passwords, and other credentials) are required.
Only pass the necessary secrets from developers to applications.
It is more important to stick with a strategy than the specific one. It is important that every team uses the same strategy for handling secrets across all environments.
This makes it easy to track and manage secret information. The system should be flexible enough to allow for easy deployment to production and testing.
It is more important to focus on how secrets are used than their origin.
Automatic Database Updates
The management of databases is just as crucial as the handling of an application. Automating databases into application code is the best way to go.
This involves creating automated update pipelines to new changesets. Teams can review code and changesets in a dynamic environment.
A rollback option should be included in the database automation strategy, just in case an upgrade fails.
It is beneficial to automatically transform production data into testing data, as keeping copies of the production data within a test environment would be less efficient and secure.
A small subset of anonymized data allows for more efficient processing.
What is Progressive Delivery?
The progressive delivery paradigm is one of the most popular software development process. It allows for better control and management over software update delivery.
The Deployment process involves setting up a Continuous Integration and Continuous Delivery (CI/CD), which includes several flexible methods for rolling out updated versions of software products.
These are the core principles of progressive Delivery
- CI/CD Pipelines - automate the building, testing, and advanced deployment of tasks. By delegating repetitive work to software, it brings efficiency to the Modern Software Development Lifecycle (SDLC).
- Features Flag Management - allows features to be turned on or off in production. This helps teams to gain control of feature development. It allows them to quickly release new feature management platforms and make updates.
- Progressive Deployment - introduces techniques like canary, blue-green, A/B testing in production, and rollout rollout rollout deployments. Below, we go into more detail.
Progressive Delivery
GitOps is a software delivery platform built on top of the Argo open-source project. The robust features of Argo CD will be immediately valuable to those who are familiar with it, and the easy setup is ideal for anyone new to continuous deployment.
Argo CD, Argo Rollouts, and their full functionality are now available in a single interface. Software delivery solution is flexible but opinionated.
Simply define the source git manifest and select a target deployment to deploy your application.
This will automatically commit your configurations to git when youre in Git.
The complexity of the requirements has kept progressive Delivery out of reach of release teams for a long time. Platforms allow for the definition of progressive deployment strategies such as blue/green or canary.
By automatically detecting problems and rolling back versions to stable versions, these progressive delivery strategies reduce risk when rolling out changes.
Conclusion
These strategies can be used to deploy new versions of software. These strategies each have their pros and cons, but they are all useful in certain situations.
What makes sense to your DevOps group? Remember your business and team goals, as well as the needs of your project, company, and team.
Note how much downtime you can afford, as well as other costs.