|
| 1 | +# Deployment Stages and Workflow |
| 2 | + |
| 3 | +## Overview |
| 4 | + |
| 5 | +This document defines the complete deployment workflow for Torrust Tracker environments, |
| 6 | +breaking down the process into discrete stages that can be executed independently or |
| 7 | +as part of an automated pipeline. |
| 8 | + |
| 9 | +The workflow separates concerns between external artifact preparation, infrastructure |
| 10 | +provisioning, and application deployment to enable efficient iteration and debugging. |
| 11 | + |
| 12 | +## Stage Classification |
| 13 | + |
| 14 | +**Generic Stages**: Execute once and apply to all environments |
| 15 | +**Environment-Specific Stages**: Execute per environment with environment-specific configuration |
| 16 | + |
| 17 | +## Complete Deployment Workflow |
| 18 | + |
| 19 | +### Phase 1: Build External Artifacts (Generic) |
| 20 | + |
| 21 | +These stages prepare reusable artifacts that can be deployed to any environment. |
| 22 | + |
| 23 | +#### 1.1 Generate Tracker Docker Image |
| 24 | + |
| 25 | +**Purpose**: Create the application container image using twelve-factor build principles. |
| 26 | + |
| 27 | +**Execution Method**: Automated via CI/CD pipeline |
| 28 | + |
| 29 | +**Trigger**: New tag creation in the Torrust Tracker repository |
| 30 | + |
| 31 | +**Output**: Docker image tagged and pushed to registry (e.g., Docker Hub) |
| 32 | + |
| 33 | +**Environment Integration**: |
| 34 | + |
| 35 | +- Docker image tag becomes an input variable for environment configuration |
| 36 | +- Different environments can use different image versions (e.g., `latest` for |
| 37 | + development, `v1.2.3` for production) |
| 38 | + |
| 39 | +**Automation Status**: ✅ Fully automated |
| 40 | + |
| 41 | +**Example Tags**: |
| 42 | +**Expected Outputs**: |
| 43 | + |
| 44 | +- `torrust/torrust-tracker:latest` - Latest development build |
| 45 | +- `torrust/torrust-tracker:v1.2.3` - Tagged release build |
| 46 | +- `torrust/torrust-tracker:staging` - Staging environment build |
| 47 | + |
| 48 | +**Automation Level**: Fully automated through CI/CD (triggered by git tag creation) |
| 49 | + |
| 50 | +#### 1.2 Generate Golden VM Image |
| 51 | + |
| 52 | +**Purpose**: Create base virtual machine image with pre-installed system dependencies. |
| 53 | + |
| 54 | +**Execution Method**: Manual process with scripted automation |
| 55 | + |
| 56 | +**Trigger**: System dependency updates (infrequent) |
| 57 | + |
| 58 | +**Output**: VM image/ISO with pre-configured base system |
| 59 | + |
| 60 | +**Contents**: |
| 61 | + |
| 62 | +- Base operating system (Ubuntu 24.04 LTS) |
| 63 | +- Docker and Docker Compose (current stable versions) |
| 64 | +- System dependencies and security updates |
| 65 | +- Performance optimizations and system tuning |
| 66 | + |
| 67 | +**Update Frequency**: |
| 68 | + |
| 69 | +- **Rarely** - Only when updating fundamental system components |
| 70 | +- Typically 2-4 times per year or for security patches |
| 71 | + |
| 72 | +**Automation Status**: 🔄 Semi-automated (manual trigger, scripted execution) |
| 73 | + |
| 74 | +**Benefits**: |
| 75 | + |
| 76 | +- Faster environment provisioning (pre-installed dependencies) |
| 77 | +- Consistent base system across all environments |
| 78 | +- Reduced network bandwidth during deployment |
| 79 | +- Improved security posture with pre-hardened images |
| 80 | + |
| 81 | +### Phase 2: Environment Provisioning + Application Deployment (Environment-Specific) |
| 82 | + |
| 83 | +These stages execute for each individual environment with environment-specific configuration. |
| 84 | + |
| 85 | +#### 2.1 Infrastructure Provisioning |
| 86 | + |
| 87 | +**Purpose**: Create and configure the infrastructure resources needed for the environment. |
| 88 | + |
| 89 | +**Stages**: |
| 90 | + |
| 91 | +1. **Initialize**: Prepare infrastructure automation tools and validate configuration |
| 92 | + |
| 93 | + - Terraform/OpenTofu initialization |
| 94 | + - Provider authentication verification |
| 95 | + - Configuration validation and syntax checking |
| 96 | + |
| 97 | +2. **Plan**: Generate execution plan showing what resources will be created/modified |
| 98 | + |
| 99 | + - Resource dependency analysis |
| 100 | + - Cost estimation (for cloud providers) |
| 101 | + - Change impact assessment |
| 102 | + - Security configuration review |
| 103 | + |
| 104 | +3. **Apply**: Create the actual infrastructure resources |
| 105 | + - Virtual machine provisioning |
| 106 | + - Network configuration and firewall rules |
| 107 | + - Storage allocation and backup setup |
| 108 | + - DNS record creation (if applicable) |
| 109 | + |
| 110 | +**Environment Variables**: Provider context, resource specifications, regional settings |
| 111 | + |
| 112 | +**Output**: Running virtual machine with base system ready for application deployment |
| 113 | + |
| 114 | +**Idempotency**: Can be re-executed safely; only applies necessary changes |
| 115 | + |
| 116 | +#### 2.2 Application Deployment |
| 117 | + |
| 118 | +**Purpose**: Install and configure the Torrust Tracker application on provisioned infrastructure. |
| 119 | + |
| 120 | +**Execution Method**: Automated deployment scripts |
| 121 | + |
| 122 | +**Process**: |
| 123 | + |
| 124 | +- Application repository checkout/update |
| 125 | +- Environment-specific configuration generation |
| 126 | +- Docker Compose service orchestration |
| 127 | +- Service startup and dependency resolution |
| 128 | + |
| 129 | +**Input Dependencies**: |
| 130 | + |
| 131 | +- Provisioned virtual machine from stage 2.1 |
| 132 | +- Docker image from stage 1.1 |
| 133 | +- Environment-specific configuration |
| 134 | + |
| 135 | +**Output**: Running Torrust Tracker with all supporting services |
| 136 | + |
| 137 | +**Services Deployed**: |
| 138 | + |
| 139 | +- Torrust Tracker (HTTP/UDP endpoints) |
| 140 | +- MySQL database with schema initialization |
| 141 | +- Nginx reverse proxy with SSL configuration |
| 142 | +- Prometheus metrics collection |
| 143 | +- Grafana monitoring dashboards |
| 144 | + |
| 145 | +#### 2.3 Post-Deployment Configuration |
| 146 | + |
| 147 | +**Purpose**: Complete environment setup with additional configuration and validation. |
| 148 | + |
| 149 | +**Substages**: |
| 150 | + |
| 151 | +1. **Extra Configuration** |
| 152 | + |
| 153 | + - SSL certificate generation/installation |
| 154 | + - Domain-specific configuration |
| 155 | + - Backup automation setup |
| 156 | + - Monitoring alert configuration |
| 157 | + |
| 158 | +2. **Health Checks** |
| 159 | + |
| 160 | + - Service connectivity validation |
| 161 | + - API endpoint testing |
| 162 | + - Database connectivity verification |
| 163 | + - SSL certificate validation |
| 164 | + |
| 165 | +3. **End-to-End Testing** |
| 166 | + - Complete tracker functionality validation |
| 167 | + - Performance benchmarking |
| 168 | + - Security configuration verification |
| 169 | + - Integration testing with external systems |
| 170 | + |
| 171 | +**Execution Types**: |
| 172 | + |
| 173 | +- **Automated**: Health checks, basic connectivity tests |
| 174 | +- **Semi-automated**: SSL certificates (scripts with manual verification) |
| 175 | +- **Manual**: Advanced security configuration, performance tuning |
| 176 | + |
| 177 | +## Workflow Execution Patterns |
| 178 | + |
| 179 | +### Development Workflow |
| 180 | + |
| 181 | +```text |
| 182 | +[Phase 1] → [Phase 2.1] → [Phase 2.2] → [Phase 2.3] |
| 183 | + ↓ ↓ ↓ ↓ |
| 184 | +Skip Quick Fast Basic |
| 185 | +(use latest) provision deploy validation |
| 186 | +``` |
| 187 | + |
| 188 | +**Optimization**: Skip Phase 1 (use existing images), focus on rapid iteration |
| 189 | + |
| 190 | +### Staging Workflow |
| 191 | + |
| 192 | +```text |
| 193 | +[Phase 1] → [Phase 2.1] → [Phase 2.2] → [Phase 2.3] |
| 194 | + ↓ ↓ ↓ ↓ |
| 195 | +Specific Production Complete Full |
| 196 | +tag/version specs deploy testing |
| 197 | +``` |
| 198 | + |
| 199 | +**Focus**: Production-like configuration with comprehensive testing |
| 200 | + |
| 201 | +### Production Workflow |
| 202 | + |
| 203 | +```text |
| 204 | +[Phase 1] → [Phase 2.1] → [Phase 2.2] → [Phase 2.3] |
| 205 | + ↓ ↓ ↓ ↓ |
| 206 | +Release High-avail Blue/green Extensive |
| 207 | +version infrastructure deployment validation |
| 208 | +``` |
| 209 | + |
| 210 | +**Emphasis**: Maximum reliability, security, and validation |
| 211 | + |
| 212 | +## Stage Dependencies |
| 213 | + |
| 214 | +### Sequential Dependencies |
| 215 | + |
| 216 | +- **Phase 2.1** → **Phase 2.2**: Infrastructure must exist before application deployment |
| 217 | +- **Phase 2.2** → **Phase 2.3**: Application must be running before post-deployment configuration |
| 218 | + |
| 219 | +### Input Dependencies |
| 220 | + |
| 221 | +- **Phase 2.2** requires Docker image from **Phase 1.1** |
| 222 | +- **Phase 2.1** may use golden image from **Phase 1.2** (optional optimization) |
| 223 | +- **Phase 2.3** requires services from **Phase 2.2** to be healthy |
| 224 | + |
| 225 | +### Parallel Execution Opportunities |
| 226 | + |
| 227 | +- **Phase 1.1** and **Phase 1.2** can execute independently |
| 228 | +- Multiple **Phase 2** workflows can execute simultaneously for different environments |
| 229 | +- Within **Phase 2.3**, some configurations can be parallelized |
| 230 | + |
| 231 | +## Error Handling and Recovery |
| 232 | + |
| 233 | +### Stage Failure Recovery |
| 234 | + |
| 235 | +**Phase 1 Failures**: |
| 236 | + |
| 237 | +- Image build failures → Fix source code/dependencies, retry build |
| 238 | +- Golden image failures → Debug system configuration, manual intervention |
| 239 | + |
| 240 | +**Phase 2.1 Failures**: |
| 241 | + |
| 242 | +- Infrastructure errors → Review provider quotas, fix configuration, retry |
| 243 | +- Network/DNS issues → Verify provider settings, update configuration |
| 244 | + |
| 245 | +**Phase 2.2 Failures**: |
| 246 | + |
| 247 | +- Application startup → Check service dependencies, review logs, retry deployment |
| 248 | +- Configuration errors → Validate environment settings, fix templates |
| 249 | + |
| 250 | +**Phase 2.3 Failures**: |
| 251 | + |
| 252 | +- SSL certificate issues → Debug DNS/domain configuration, manual intervention |
| 253 | +- Health check failures → Investigate service status, review network connectivity |
| 254 | + |
| 255 | +### Rollback Strategies |
| 256 | + |
| 257 | +**Infrastructure Rollback**: |
| 258 | + |
| 259 | +- Terraform/OpenTofu state management for resource cleanup |
| 260 | +- Snapshot restoration for critical data preservation |
| 261 | + |
| 262 | +**Application Rollback**: |
| 263 | + |
| 264 | +- Previous Docker image deployment |
| 265 | +- Configuration version restoration |
| 266 | +- Database migration reversal (if applicable) |
| 267 | + |
| 268 | +## Performance Optimization |
| 269 | + |
| 270 | +### Stage Parallelization |
| 271 | + |
| 272 | +**Development Environments**: |
| 273 | + |
| 274 | +- Multiple developers can provision simultaneously |
| 275 | +- Shared golden images reduce provision time |
| 276 | +- Local caching of Docker images |
| 277 | + |
| 278 | +**CI/CD Pipeline**: |
| 279 | + |
| 280 | +- Parallel environment provisioning for different test suites |
| 281 | +- Artifact caching between stages |
| 282 | +- Resource pooling for temporary environments |
| 283 | + |
| 284 | +### Resource Management |
| 285 | + |
| 286 | +**Infrastructure Efficiency**: |
| 287 | + |
| 288 | +- Shared provider contexts for cost optimization |
| 289 | +- Resource scheduling for non-production environments |
| 290 | +- Automatic cleanup of temporary/expired environments |
| 291 | + |
| 292 | +**Application Optimization**: |
| 293 | + |
| 294 | +- Docker layer caching |
| 295 | +- Configuration template pre-processing |
| 296 | +- Health check optimization for faster validation |
| 297 | + |
| 298 | +## Related Documentation |
| 299 | + |
| 300 | +- [Core Concepts and Terminology](core-concepts-and-terminology.md) - Fundamental definitions |
| 301 | +- [Three-Phase Deployment Architecture](three-phase-deployment-architecture.md) - Architectural principles |
| 302 | +- [Environment Configuration Management](environment-configuration-management.md) - Configuration handling |
| 303 | + |
| 304 | +## Revision History |
| 305 | + |
| 306 | +- **v1.0** - Initial deployment workflow definition based on PoC implementation analysis |
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