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mirror of https://github.com/Unleash/unleash.git synced 2024-12-22 19:07:54 +01:00
unleash.unleash/website/docs/reference/environments.md
Thomas Heartman d5fbd0b743
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 09:05:30 +00:00

10 KiB

id title
environments Environments
Environments are available in Unleash v4.3.x and later. They can also be enabled from Unleash v4.2.x with a feature toggle.

Environments is a new way to organize activation strategy configurations for feature toggles into separate environments. In Unleash, a feature lives across all your environments — after all, the goal is to get the new feature released as soon as possible — but it makes sense to configure the activation differently per environment. You might want the feature enabled for everyone in development, but only for yourself in production, for instance.

Previously, Unleash Enterprise could use strategy constraints to control the rollout across environments. With the new environments feature, this is no longer necessary. Now all activation strategies belong to an explicit environment instead.

Further, connected applications will use environment-scoped API keys to make sure they only download feature toggle configurations for the environment they are running in.

Finally, metrics have also been upgraded to record the environment. This, in turn, means that Unleash can display usage metrics per environment.

Despite this being a shift in how Unleash works, everything will continue to work exactly how it did for existing users. For backwards compatibility, we have created an environment named "default" that will contain all of the existing toggles and API keys. Read more about that in the migration section.

A graph showing how environments work. Each project can have multiple features, and each feature can have different activation strategies in each of its environments.

Global and project-level environments

Environments exist on a global level, so they are available to all projects within Unleash. However, every project might not need to use every environment. That's why you can also choose which of the global environments should be available within a project.

How to start using environments

In order to start using environments you need to be on Unleash v4.2 or higher.

If you are on v4.2, you also need to have the environment feature enabled (if you are using Unleash Hosted, please reach out on contact@getunleash.io if you want to start using environments.

If you are on v4.3 or later, environments are already enabled for you.

Note that in order to enable an environment for a feature toggle, you must first add activation strategies for that environment. You cannot enable an environment without activation strategies.

Step 1: Enable new environments for your Project

Navigate to the project and choose the “environments” tab.

A project view showing the Environments tab. The UI displays three environment toggles: "default", "development", and "production". The "default" environment is enabled.

Step 2: Configure activation strategies for the new environment

From the “feature toggle view” you will now be able to configure activation strategies per environment. You can also enable and disable environments here. Remember that an environment must have activation strategies before you can enable it.

A feature toggle strategies tab showing three different environments, of which one is active. The UI displays data about the currently selected environment,

Step 3: Create environment specific API keys

In order for the SDK to download the feature toggle configuration for the correct environment you will need to create an API token for a defined environment.

An API key creation form. The form's fields are "username", "token type", "project", and, crucially, "environment". The development environment is selected.

Cloning environments

:::note Availability

Environment cloning is an upcoming feature, and is scheduled to become available in one of the next few releases.

:::

Unleash environments can be cloned. Cloning an environment creates a new environment based on the selected source environment. When cloning an environment, you select any number of projects whose feature toggle configurations will also be cloned. These projects will have identical configurations for the source and target environments. However, the environments can then be configured independently and will not stay in sync with each other.

When cloning an environment, you must give the new environment

  • a name
  • an environment type
  • a list of projects to clone feature configurations in

You can also clone user permissions into the new environment. When you do that, permissions in the new environment will be the same as in the environment you cloned from. If you don't clone permissions, only admins and project editors can make changes in the new environment. You can change permissions after creation by using custom project roles.

In order to clone an environment, you can follow the how to clone environments guide.

Once created, the new environment works just as any other environment.

Migration

To ease migration we have created a special environment called “default”. All existing activation strategies have been added to this environment. All existing Client API keys have also been scoped to work against the default environment to ensure zero disruption as part of the upgrade.

If you're currently using strategy constraints together with the “environment” field on the Unleash Context, you should be aware that the new environment support works slightly differently. With environments, the SDK API will use the client's API key to determine which environment the client is configured for. The API then sends only strategies belonging to the client's environment. This means that you might not need the "environment" property of the Unleash Context anymore.

A strategy constraint using the environment field of the unleash context.

Addons

We have made some slight changes to events related to feature toggles: there's one deprecation and several new event types. Most of the new events contain project and environment data.

To avoid missing important updates, you will also need to update your addon configuration to subscribe to the new events.

Deprecated events:

  • FEATURE_UPDATE - not used after switching to environments

New Events

  • FEATURE-METADATA-UPDATED - The feature toggle metadata was updated (across all environments).
  • FEATURE-STRATEGY-ADD¹ - An activation strategy was added to a feature toggle in an environment. The data will contain the updated strategy configuration.
  • FEATURE-STRATEGY-UPDATE¹ - An activation strategy was updated for a feature toggle. The data will contain the updated strategy configuration.
  • FEATURE-STRATEGY-REMOVE¹ - An activation strategy was removed for a feature toggle.
  • FEATURE-ENVIRONMENT-ENABLED¹ - Signals that a feature toggle has been enabled in a defined environment.
  • FEATURE-ENVIRONMENT-DISABLED¹ - Signals that a feature toggle has been disabled in a defined environment.
  • FEATURE-PROJECT-CHANGE¹ - The feature toggle was moved to a new project.
  1. These feature events will contain project and environment as part of the event metadata.

API

In order to support configuration per environment we had to rebuild our feature toggle admin API to account for environments as well. This means that we're making the following changes to the API:

  • /api/admin/features - deprecated (scheduled for removal in Unleash v5.0). The old feature toggles admin API still works, but strategy configuration will be assumed to target the “default” environment.
  • /api/admin/projects/:projectId/features - New feature API to be used for feature toggles which also adds support for environments. See the documentation to learn more.

Plan Differences

Open-Source (free)

  • Will get access to two preconfigured environments: “development” and “production”. Existing users of Unleash will also get an additional “default” environment to simplify the adoption of environments.
  • Will be possible to turn environments on/off for all projects.

Pro (commercial)

  • Will get access to two preconfigured environments: “development” and “production”. Existing users of Unleash will also get an additional “default” environment to simplify the adoption of environments.
  • Will be possible to turn environments on/off for the default project.

Enterprise (commercial)

  • Will get access to two preconfigured environments: “development” and “production”. Existing users of Unleash will also get an additional “default” environment to simplify the adoption of environments.
  • Will be possible to turn environments on/off for all projects
  • Will be allowed to update and remove environments.
  • Will be allowed to create new environments and clone existing environments.

Rollout Plan

  • Unleash v4.2 will provide early access to environment support. This means that it can be enabled per customer via a feature flag.
  • Unleash v4.3 plans to provide general access to the environment support for all users of Unleash (Open-Source, Pro, Enterprise).