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unleash.unleash/website/docs/how-to/how-to-use-custom-strategies.md

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---
title: How to use custom activation strategies
---
:::tip
Use custom activation strategies only for cases where [strategy constraints](https://docs.getunleash.io/reference/strategy-constraints) don't give you enough control.
The downside of using a custom activation strategy instead of constraints is that you need to distribute the code of your strategy with Unleash client SDK while on the other hand, [strategy constraints](https://docs.getunleash.io/reference/strategy-constraints) work without any extra code or maintenance.
:::
refactor: move docs into new structure / fix links for SEO (#2416) ## What This (admittedly massive) PR updates the "physical" documentation structure and fixes url inconsistencies and SEO problems reported by marketing. The main points are: - remove or move directories : advanced, user_guide, deploy, api - move the files contained within to the appropriate one of topics, how-to, tutorials, or reference - update internal doc links and product links to the content - create client-side redirects for all the urls that have changed. A number of the files have been renamed in small ways to better match their url and to make them easier to find. Additionally, the top-level api directory has been moved to /reference/api/legacy/unleash (see the discussion points section for more on this). ## Why When moving our doc structure to diataxis a while back, we left the "physical' files lying where they were, because it didn't matter much to the new structure. However, that did introduce some inconsistencies with where you place docs and how we organize them. There's also the discrepancies in whether urls us underscores or hyphens (which isn't necessarily the same as their file name), which has been annoying me for a while, but now has also been raised by marketing as an issue in terms of SEO. ## Discussion points The old, hand-written API docs have been moved from /api to /reference/api/legacy/unleash. There _is_ a /reference/api/unleash directory, but this is being populated by the OpenAPI plugin, and mixing those could only cause trouble. However, I'm unsure about putting /legacy/ in the title, because the API isn't legacy, the docs are. Maybe we could use another path? Like /old-docs/ or something? I'd appreciate some input on this.
2022-11-22 10:05:30 +01:00
This guide takes you through how to use [custom activation strategies](../reference/custom-activation-strategies.md) with Unleash. We'll go through how you define a custom strategy in the admin UI, how you add it to a toggle, and how you'd implement it in a [client SDK](../reference/sdks/index.md).
In this example we want to define an activation strategy offers a scheduled release of a feature toggle. This means that we want the feature toggle to be activated after a given date and time.
## Step 1: Define your custom strategy {#step-1}
1. **Navigate to the strategies view**. Interact with the "Configure" button in the page header and then go to the "Strategies" link in the dropdown menu that appears.
![A visual guide for how to navigate to the strategies page in the Unleash admin UI. It shows the steps described in the preceding paragraph.](/img/custom-strategy-navigation.png)
refactor: move docs into new structure / fix links for SEO (#2416) ## What This (admittedly massive) PR updates the "physical" documentation structure and fixes url inconsistencies and SEO problems reported by marketing. The main points are: - remove or move directories : advanced, user_guide, deploy, api - move the files contained within to the appropriate one of topics, how-to, tutorials, or reference - update internal doc links and product links to the content - create client-side redirects for all the urls that have changed. A number of the files have been renamed in small ways to better match their url and to make them easier to find. Additionally, the top-level api directory has been moved to /reference/api/legacy/unleash (see the discussion points section for more on this). ## Why When moving our doc structure to diataxis a while back, we left the "physical' files lying where they were, because it didn't matter much to the new structure. However, that did introduce some inconsistencies with where you place docs and how we organize them. There's also the discrepancies in whether urls us underscores or hyphens (which isn't necessarily the same as their file name), which has been annoying me for a while, but now has also been raised by marketing as an issue in terms of SEO. ## Discussion points The old, hand-written API docs have been moved from /api to /reference/api/legacy/unleash. There _is_ a /reference/api/unleash directory, but this is being populated by the OpenAPI plugin, and mixing those could only cause trouble. However, I'm unsure about putting /legacy/ in the title, because the API isn't legacy, the docs are. Maybe we could use another path? Like /old-docs/ or something? I'd appreciate some input on this.
2022-11-22 10:05:30 +01:00
2. **Define your strategy**. Use the "Add new strategy" button to open the strategy creation form. Fill in the form to define your strategy. Refer to [the custom strategy reference documentation](../reference/custom-activation-strategies.md#definition) for a full list of options.
![A strategy creation form. It has fields labeled "strategy name" — "TimeStamp" — and "description" — "activate toggle after a given timestamp". It also has fields for a parameter named "enableAfter". The parameter is of type "string" and the parameter description is "Expected format: YYYY-MM-DD HH:MM". The parameter is required.](/img/timestamp_create_strategy.png)
## Step 2: Apply your custom strategy to a feature toggle {#step-2}
**Navigate to your feature toggle** and **apply the strategy** you just created.
![The strategy configuration screen for the custom "TimeStamp" strategy from the previous step. The "enableAfter" field says "2021-12-25 00:00".](/img/timestamp_use_strategy.png)
## Step 3: Implement the strategy in your client SDK {#step-3}
The steps to implement a custom strategy for your client depend on the kind of client SDK you're using:
- if you're using a server-side client SDK, follow the steps in [option A](#step-3-a 'Step 3 option A: implement the strategy for a server-side client SDK').
- if you're using a front-end client SDK ([Android](/docs/generated/sdks/client-side/android-proxy.md), [JavaScript](/docs/generated/sdks/client-side/javascript-browser.md), [React](/docs/generated/sdks/client-side/react.md), [iOS](/docs/generated/sdks/client-side/ios-proxy.md)), follow the steps in [option B](#step-3-b 'Step 3 option B: implementing the strategy for a front-end client SDK')
### Option A: Implement the strategy for a server-side client SDK {#step-3-a}
docs: auto-generate remaining server-side SDK docs (#2858) This PR builds on the preceding doc auto-generation PRs and generates documentation for the remaining server-side SDKs. ## Why Refer to https://github.com/Unleash/unleash/pull/2809 for more context about generating SDK docs. ## What - Adds generation for the remaining server-side SDKs - Moves generated docs from the `/reference/sdks` directory to `/generated` directory. - Makes sure that the URLs do not change because of the move by using the `slug` frontmatter property. - replaces relative github links in the markdown documents so that they become absolute github links. (refer to the next section) - Updates some image styling so that it doesn't apply to readme badges (we don't need them using `display: block`) ### On link replacing: This PR adds handling of links in the generated documentation. Specifically, it changes links in one case: Relative links to github. Links to code and other files in the repository. These are prefixed with the repository's URL. While this should work in most cases, it will fail in cases where the links to the files are not on the repository's primary branch. (typically main, but could also be "v3", for instance). In these cases, the links will get a double branch in the URL and will fail. However, I see no easy way around this (though suggestions are definitely accepted!), and think it's a fair tradeoff. It takes the links from "definitely failing" to "will work in the vast majority of cases". Note: I originally also wanted to handle the case where the link is an absolute link to docs.getunleash.io. We could turn these into relative urls to avoid full page reloads and enjoy a smoother experience. However, the client-side redirects don't work correctly if the relative URL goes to a redirect page, so you end up with a 404 page. As such, I think it's better to leave the links as absolute for now.
2023-01-13 12:40:28 +01:00
1. **Implement the custom strategy** in your [client SDK](../reference/sdks/index.md). The exact way to do this will vary depending on the specific SDK you're using, so refer to the SDK's documentation. The example below shows an example of how you'd implement a custom strategy called "TimeStamp" for the [Node.js client SDK](/docs/generated/sdks/server-side/node.md).
```js
const { Strategy } = require('unleash-client');
class TimeStampStrategy extends Strategy {
constructor() {
super('TimeStamp');
}
isEnabled(parameters, context) {
return Date.parse(parameters.enableAfter) < Date.now();
}
}
```
2. **Register the custom strategy with the Unleash Client**. When instantiating the Unleash Client, provide it with a list of the custom strategies you'd like to use — again: refer to _your_ client SDK's docs for the specifics.
Here's a full, working example for Node.js. Notice the `strategies` property being passed to the `initialize` function.
```js
const { Strategy, initialize, isEnabled } = require('unleash-client');
class TimeStampStrategy extends Strategy {
constructor() {
super('TimeStamp');
}
isEnabled(parameters, context) {
return Date.parse(parameters.enableAfter) < Date.now();
}
}
const instance = initialize({
docs: Remove/update references to Heroku (#2099) ## What This PR removes or updates references in the docs to Heroku. Most of the code samples have been replaced with a more generic `unleash.example.com` url, while other references have been removed or updated. Also removes old OpenAPI files that are out of date and redundant with the new generation. ## Background Come November and Heroku will no longer offer free deployments of Unleash, so it's about time we remove that claim. Links to the heroku instance are also outdated because we don't have that instance running anymore. Finally, the OpenAPI files we do have there are old and static, so they don't match the current reality. ## Commits * Meta: update ignore file to ignore autogenerated docs I must've missed the ignore file when looking for patterns. * docs: delete old openapi file. This seems to have been a holdover from 2020 and is probably hand-written. It has been superseded by the new autogenerated OpenAPI docs. * docs: add notes for heroku changes to the frontend readme and pkg * docs: remove old openapi article and add redirects to new openapi * docs: fix link in overview doc: point to GitHub instead of heroku * docs: update quickstart docs with new heroku details * docs: remove reference to crashing heroku instance * docs: remove references to herokuapp in code samples * docs: add a placeholder comment * docs: update references for heroku updates * docs: keep using unleash4 for enterprise * docs: remove start:heroku script in favor of start:sandbox * docs: remove 'deploy on heroku button' Now that it's not free anymore (or won't be very shortly), let's remove it. * docs: remove extra newline
2022-10-19 14:02:00 +02:00
url: 'https://unleash.example.com/api/',
appName: 'unleash-demo',
instanceId: '1',
// highlight-next-line
strategies: [new TimeStampStrategy()],
});
instance.on('ready', () => {
setInterval(() => {
console.log(isEnabled('demo.TimeStampRollout'));
}, 1000);
});
```
### Option B: Implement the strategy for a front-end client SDK {#step-3-b}
Source proxy and Edge docs from GitHub (#3122) ## What The main purpose of this PR is to 1. Delete the proxy docs in this repo and replace them with the proxy's GitHub readme. 2. Add the docs for Unleash Edge. ### Detailed change description This PR contains a lot of small changes in a large number of files. To make it easier to get an overview, here's a detailed description of what happens where: #### In the `website/docs`directory Except for the deletion of the proxy doc, all changes in this directory are rewriting internal links, so that they point to the newly generated document instead. #### `package.json` and `yarn.lock` When including the documentation for Edge, we also want to render the mermaid diagrams it uses. Docusaurus supports this via a plugin. All changes in these files are related to installing that plugin. #### `docusaurus.config.js` There's two types of changes in this file: 1. Mermaid-related changes: we ask docusaurus to render mermaid in markdown files and add the plugin 2. Document generation. There's some rewrites to the sdk doc generation plus an entirely new section that generates docs for Edge and the proxy #### `sidebars.js` Two things: 1. Add the edge docs 2. Move both the Edge and the proxy docs up a level, so that they're directly under "reference docs" instead of nested inside "unleash concepts". #### In the `website/remote-content` directory These are the remote content files. Previously, all of this lived only in a `readme-fns.js` file, but with the introduction of Edge and proxy docs, this has been moved into its own directory and refactored into three files (`shared`, `sdks`, `edge-proxy`). #### `custom.css` Style updates to center mermaid diagrams and provide more space around them. #### In `static/img` The image files that were included in the proxy doc and that have been deleted. ## Why For two reasons: 1. Reduce duplication for the proxy. Have one source of truth. 2. Add docs for edge. ## Discussion points and review wishes This is a big PR, and I don't expect anyone to do a line-by-line review of it, nor do I think that is particularly useful. Instead, I'd like to ask reviewers to: 1. Visit the [documentation preview](https://unleash-docs-git-docs-source-proxy-gh-unleash-team.vercel.app/reference/unleash-proxy) and have a look at both the proxy docs and the Edge docs. Potentially have a look at the SDK docs too to verify that everything still works. 2. Consider whether they think moving the proxy and edge docs up a level (in the sidebar) makes sense. 3. Let me know what slug they'd prefer for the Edge docs. I've gone with `unleash-edge` for now (so that it's `docs.getunleash.io/reference/unleash-edge`), but we could potentially also just use `edge`. WDYT? 4. Read through the detailed changes section. 5. Let me know if they have any other concerns or questions. ## Screenies The new proxy doc: ![image](https://user-images.githubusercontent.com/17786332/219043145-1c75c83e-4191-45a3-acb5-775d05d13862.png) The new edge doc: ![image](https://user-images.githubusercontent.com/17786332/219043220-1f5daf13-972e-4d56-8aaf-70ff1812863e.png)
2023-02-16 13:36:28 +01:00
Front-end client SDKs don't evaluate strategies directly, so you need to implement the **custom strategy in the [Unleash Proxy](../generated/unleash-proxy.md)**. Depending on how you run the Unleash Proxy, follow one of the below series of steps:
- If you're running the Unleash Proxy as a Docker container, refer to the [steps for using a containerized Proxy](#step-3-b-docker).
- If you're using the Unleash Proxy via Node.js, refer to the [steps for using custom strategies via Node.js](#step-3-b-node).
#### With a containerized proxy {#step-3-b-docker}
Source proxy and Edge docs from GitHub (#3122) ## What The main purpose of this PR is to 1. Delete the proxy docs in this repo and replace them with the proxy's GitHub readme. 2. Add the docs for Unleash Edge. ### Detailed change description This PR contains a lot of small changes in a large number of files. To make it easier to get an overview, here's a detailed description of what happens where: #### In the `website/docs`directory Except for the deletion of the proxy doc, all changes in this directory are rewriting internal links, so that they point to the newly generated document instead. #### `package.json` and `yarn.lock` When including the documentation for Edge, we also want to render the mermaid diagrams it uses. Docusaurus supports this via a plugin. All changes in these files are related to installing that plugin. #### `docusaurus.config.js` There's two types of changes in this file: 1. Mermaid-related changes: we ask docusaurus to render mermaid in markdown files and add the plugin 2. Document generation. There's some rewrites to the sdk doc generation plus an entirely new section that generates docs for Edge and the proxy #### `sidebars.js` Two things: 1. Add the edge docs 2. Move both the Edge and the proxy docs up a level, so that they're directly under "reference docs" instead of nested inside "unleash concepts". #### In the `website/remote-content` directory These are the remote content files. Previously, all of this lived only in a `readme-fns.js` file, but with the introduction of Edge and proxy docs, this has been moved into its own directory and refactored into three files (`shared`, `sdks`, `edge-proxy`). #### `custom.css` Style updates to center mermaid diagrams and provide more space around them. #### In `static/img` The image files that were included in the proxy doc and that have been deleted. ## Why For two reasons: 1. Reduce duplication for the proxy. Have one source of truth. 2. Add docs for edge. ## Discussion points and review wishes This is a big PR, and I don't expect anyone to do a line-by-line review of it, nor do I think that is particularly useful. Instead, I'd like to ask reviewers to: 1. Visit the [documentation preview](https://unleash-docs-git-docs-source-proxy-gh-unleash-team.vercel.app/reference/unleash-proxy) and have a look at both the proxy docs and the Edge docs. Potentially have a look at the SDK docs too to verify that everything still works. 2. Consider whether they think moving the proxy and edge docs up a level (in the sidebar) makes sense. 3. Let me know what slug they'd prefer for the Edge docs. I've gone with `unleash-edge` for now (so that it's `docs.getunleash.io/reference/unleash-edge`), but we could potentially also just use `edge`. WDYT? 4. Read through the detailed changes section. 5. Let me know if they have any other concerns or questions. ## Screenies The new proxy doc: ![image](https://user-images.githubusercontent.com/17786332/219043145-1c75c83e-4191-45a3-acb5-775d05d13862.png) The new edge doc: ![image](https://user-images.githubusercontent.com/17786332/219043220-1f5daf13-972e-4d56-8aaf-70ff1812863e.png)
2023-02-16 13:36:28 +01:00
Strategies are stored in separate JavaScript files and loaded into the container at startup. Refer to [the Unleash Proxy documentation](../generated/unleash-proxy.md) for a full overview of all the options.
1. **Create a strategies directory.** Create a directory that Docker has access to where you can store your strategies. The next steps assume you called it `strategies`
2. **Initialize a Node.js project** and **install the Unleash Client**:
```shell npm2yarn
npm init -y && \
npm install unleash-client
```
3. **Create a strategy file** and **implement your strategies**. Remember to **export your list of strategies**. The next steps will assume you called the file `timestamp.js`. An example implementation looks like this:
```js
const { Strategy } = require('unleash-client');
class TimeStampStrategy extends Strategy {
constructor() {
super('TimeStamp');
}
isEnabled(parameters, context) {
return Date.parse(parameters.enableAfter) < Date.now();
}
}
module.exports = [new TimeStampStrategy()]; // <- export strategies
```
4. **Mount the strategies directory** and **point the [Unleash Proxy docker container](https://hub.docker.com/r/unleashorg/unleash-proxy) at your strategies file**. The highlighted lines below show the extra options you need to add. The following command assumes that your strategies directory is a direct subdirectory of your current working directory. Modify the rest of the command to suit your needs.
```shell
docker run --name unleash-proxy --pull=always \
-e UNLEASH_PROXY_CLIENT_KEYS=some-secret \
-e UNLEASH_URL='http://unleash:4242/api/' \
-e UNLEASH_API_TOKEN=${API_TOKEN} \
# highlight-start
-e UNLEASH_CUSTOM_STRATEGIES_FILE=/strategies/timestamp.js \
--mount type=bind,source="$(pwd)"/strategies,target=/strategies \
# highlight-end
-p 3000:3000 --network unleash unleashorg/unleash-proxy
```
#### When running the proxy with Node.js {#step-3-b-node}
The Unleash Proxy accepts a `customStrategies` property as part of its initialization options. Use this to pass it initialized strategies.
1. **Install the `unleash-client` package**. You'll need this to implement the custom strategy:
```shell npm2yarn
npm install unleash-client
```
2. **Implement your strategy**. You can import it from a different file or put it in the same file as the Proxy initialization. For instance, a `TimeStampStrategy` could look like this:
```js
const { Strategy } = require('unleash-client');
class TimeStampStrategy extends Strategy {
constructor() {
super('TimeStamp');
}
isEnabled(parameters, context) {
return Date.parse(parameters.enableAfter) < Date.now();
}
}
```
3. **Pass the strategy to the Proxy Client** using the **`customStrategies`** option. A full code example:
```javascript
const { createApp } = require('@unleash/proxy');
const { Strategy } = require('unleash-client');
class TimeStampStrategy extends Strategy {
constructor() {
super('TimeStamp');
}
isEnabled(parameters, context) {
return Date.parse(parameters.enableAfter) < Date.now();
}
}
const port = 3000;
const app = createApp({
unleashUrl: 'https://app.unleash-hosted.com/demo/api/',
unleashApiToken:
'*:default.56907a2fa53c1d16101d509a10b78e36190b0f918d9f122d',
clientKeys: ['proxy-secret', 'another-proxy-secret', 's1'],
refreshInterval: 1000,
// highlight-next-line
customStrategies: [new TimeStampStrategy()],
});
app.listen(port, () =>
// eslint-disable-next-line no-console
console.log(`Unleash Proxy listening on http://localhost:${port}/proxy`),
);
```