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Add deployment strategies to usage docs
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# Deployment Strategies
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Flagger can run automated application analysis, promotion and rollback for the following deployment strategies:
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* Canary release (progressive traffic shifting)
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* Istio, Linkerd, App Mesh, NGINX, Contour, Gloo
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* A/B Testing (HTTP headers and cookies traffic routing)
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* Istio, App Mesh, NGINX, Contour
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* Blue/Green (traffic switch)
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* Kubernetes CNI, Istio, Linkerd, App Mesh, NGINX, Contour, Gloo
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* Blue/Green (traffic mirroring)
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* Istio
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For Canary releases and A/B testing you'll need a Layer 7 traffic management solution like a service mesh or an ingress controller.
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For Blue/Green deployments no service mesh or ingress controller is required.
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A canary analysis is triggered by changes in any of the following objects:
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* Deployment PodSpec (container image, command, ports, env, resources, etc)
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* ConfigMaps mounted as volumes or mapped to environment variables
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* Secrets mounted as volumes or mapped to environment variables
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### Canary Release
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Flagger implements a control loop that gradually shifts traffic to the canary while measuring key performance
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indicators like HTTP requests success rate, requests average duration and pod health.
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Based on analysis of the KPIs a canary is promoted or aborted.
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The canary analysis runs periodically until it reaches the maximum traffic weight or the failed checks threshold.
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Spec:
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```yaml
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canaryAnalysis:
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# schedule interval (default 60s)
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interval: 1m
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# max number of failed metric checks before rollback
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threshold: 10
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# max traffic percentage routed to canary
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# percentage (0-100)
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maxWeight: 50
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# canary increment step
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# percentage (0-100)
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stepWeight: 2
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# deploy straight to production without
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# the metrics and webhook checks
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skipAnalysis: false
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```
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The above analysis, if it succeeds, will run for 25 minutes while validating the HTTP metrics and webhooks every minute.
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You can determine the minimum time that it takes to validate and promote a canary deployment using this formula:
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```
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interval * (maxWeight / stepWeight)
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```
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And the time it takes for a canary to be rollback when the metrics or webhook checks are failing:
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```
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interval * threshold
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```
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In emergency cases, you may want to skip the analysis phase and ship changes directly to production.
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At any time you can set the `spec.skipAnalysis: true`.
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When skip analysis is enabled, Flagger checks if the canary deployment is healthy and
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promotes it without analysing it. If an analysis is underway, Flagger cancels it and runs the promotion.
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### A/B Testing
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For frontend applications that require session affinity you should use HTTP headers or cookies match conditions
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to ensure a set of users will stay on the same version for the whole duration of the canary analysis.
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You can enable A/B testing by specifying the HTTP match conditions and the number of iterations.
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If Flagger finds a HTTP match condition, it will ignore the `maxWeight` and `stepWeight` settings.
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Istio example:
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```yaml
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canaryAnalysis:
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# schedule interval (default 60s)
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interval: 1m
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# total number of iterations
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iterations: 10
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# max number of failed iterations before rollback
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threshold: 2
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# canary match condition
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match:
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- headers:
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x-canary:
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regex: ".*insider.*"
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- headers:
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cookie:
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regex: "^(.*?;)?(canary=always)(;.*)?$"
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```
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The above configuration will run an analysis for ten minutes targeting the Safari users and those that have a test cookie.
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You can determine the minimum time that it takes to validate and promote a canary deployment using this formula:
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```
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interval * iterations
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```
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And the time it takes for a canary to be rollback when the metrics or webhook checks are failing:
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```
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interval * threshold
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```
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App Mesh example:
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```yaml
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canaryAnalysis:
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interval: 1m
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threshold: 10
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iterations: 2
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match:
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- headers:
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user-agent:
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regex: ".*Chrome.*"
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```
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Note that App Mesh supports a single condition.
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Contour example:
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```yaml
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canaryAnalysis:
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interval: 1m
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threshold: 10
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iterations: 2
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match:
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- headers:
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user-agent:
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prefix: "Chrome"
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```
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Note that Contour does not support regex, you can use prefix, suffix or exact.
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NGINX example:
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```yaml
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canaryAnalysis:
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interval: 1m
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threshold: 10
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iterations: 2
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match:
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- headers:
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x-canary:
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exact: "insider"
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- headers:
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cookie:
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exact: "canary"
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```
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Note that the NGINX ingress controller supports only exact matching for a single header and the cookie value is set to `always`.
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The above configurations will route users with the x-canary header or canary cookie to the canary instance during analysis:
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```bash
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curl -H 'X-Canary: insider' http://app.example.com
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curl -b 'canary=always' http://app.example.com
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```
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### Blue/Green Deployments
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For applications that are not deployed on a service mesh, Flagger can orchestrate blue/green style deployments
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with Kubernetes L4 networking. When using Istio you have the option to mirror traffic between blue and green.
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You can use the blue/green deployment strategy by replacing `stepWeight/maxWeight` with `iterations` in the `canaryAnalysis` spec:
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```yaml
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canaryAnalysis:
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# schedule interval (default 60s)
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interval: 1m
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# total number of iterations
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iterations: 10
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# max number of failed iterations before rollback
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threshold: 2
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```
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With the above configuration Flagger will run conformance and load tests on the canary pods for ten minutes.
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If the metrics analysis succeeds, live traffic will be switched from the old version to the new one when the
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canary is promoted.
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The blue/green deployment strategy is supported for all service mesh providers.
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Blue/Green rollout steps for service mesh:
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* scale up the canary (green)
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* run conformance tests for the canary pods
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* run load tests and metric checks for the canary pods
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* route traffic to canary
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* promote canary spec over primary (blue)
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* wait for primary rollout
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* route traffic to primary
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* scale down canary
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After the analysis finishes, the traffic is routed to the canary (green) before triggering the primary (blue)
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rolling update, this ensures a smooth transition to the new version avoiding dropping in-flight requests during
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the Kubernetes deployment rollout.
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### Blue/Green with Traffic Mirroring
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Traffic Mirroring is a pre-stage in a Canary (progressive traffic shifting) or
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Blue/Green deployment strategy. Traffic mirroring will copy each incoming
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request, sending one request to the primary and one to the canary service.
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The response from the primary is sent back to the user. The response from the canary
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is discarded. Metrics are collected on both requests so that the deployment will
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only proceed if the canary metrics are healthy.
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Mirroring must only be used for requests that are **idempotent** or capable of
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being processed twice (once by the primary and once by the canary). Reads are
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idempotent. Before using mirroring on requests that may be writes, you should
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consider what will happen if a write is duplicated and handled by the primary
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and canary.
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To use mirroring, set `spec.canaryAnalysis.mirror` to `true`.
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Istio example:
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```yaml
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canaryAnalysis:
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# schedule interval (default 60s)
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interval: 1m
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# total number of iterations
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iterations: 10
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# max number of failed iterations before rollback
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threshold: 2
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# Traffic shadowing (compatible with Istio only)
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mirror: true
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```
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