helm/docs/charts_tips_and_tricks.md

Chart Development Tips and Tricks

This guide covers some of the tips and tricks Helm chart developers have learned while building production-quality charts.

Know Your Template Functions

Helm uses Go templates for templating your resource files. While Go ships several built-in functions, we have added many others.

First, we added all of the functions in the Sprig library.

We also added two special template functions: include and required. The include function allows you to bring in another template, and then pass the results to other template functions.

For example, this template snippet includes a template called mytpl, then lowercases the result, then wraps that in double quotes.

value: {{include "mytpl" . | lower | quote}}

The required function allows you to declare a particular values entry as required for template rendering. If the value is empty, the template rendering will fail with a user submitted error message.

The following example of the required function declares an entry for .Values.who is required, and will print an error message when that entry is missing:

value: {{required "A valid .Values.who entry required!" .Values.who }}

Quote Strings, Don't Quote Integers

When you are working with string data, you are always safer quoting the strings than leaving them as bare words:

name: {{.Values.MyName | quote }}

But when working with integers do not quote the values. That can, in many cases, cause parsing errors inside of Kubernetes.

port: {{ .Values.Port }}

This remark does not apply to env variables values which are expected to be string, even if they represent integers:

env:
  -name: HOST
    value: "http://host"
  -name: PORT
    value: "1234"

Using the 'include' Function

Go provides a way of including one template in another using a built-in template directive. However, the built-in function cannot be used in Go template pipelines.

To make it possible to include a template, and then perform an operation on that template's output, Helm has a special include function:

{{ include "toYaml" $value | indent 2 }}

The above includes a template called toYaml, passes it $value, and then passes the output of that template to the indent function.

Because YAML ascribes significance to indentation levels and whitespace, this is one great way to include snippets of code, but handle indentation in a relevant context.

Using the 'required' function

Go provides a way for setting template options to control behavior when a map is indexed with a key that's not present in the map. This is typically set with template.Options("missingkey=option"), where option can be default, zero, or error. While setting this option to error will stop execution with an error, this would apply to every missing key in the map. There may be situations where a chart developer wants to enforce this behavior for select values in the values.yml file.

The required function gives developers the ability to declare a value entry as required for template rendering. If the entry is empty in values.yml, the template will not render and will return an error message supplied by the developer.

For example:

{{ required "A valid foo is required!" .Values.foo }}

The above will render the template when .Values.foo is defined, but will fail to render and exit when .Values.foo is undefined.

Creating Image Pull Secrets

Image pull secrets are essentially a combination of registry, username, and password. You may need them in an application you are deploying, but to create them requires running base64 a couple of times. We can write a helper template to compose the Docker configuration file for use as the Secret's payload. Here is an example:

First, assume that the credentials are defined in the values.yaml file like so:

imageCredentials:
  registry: quay.io
  username: someone
  password: sillyness

We then define our helper template as follows:

{{- define "imagePullSecret" }}
{{- printf "{\"auths\": {\"%s\": {\"auth\": \"%s\"}}}" .Values.imageCredentials.registry (printf "%s:%s" .Values.imageCredentials.username .Values.imageCredentials.password | b64enc) | b64enc }}
{{- end }}

Finally, we use the helper template in a larger template to create the Secret manifest:

apiVersion: v1
kind: Secret
metadata:
  name: myregistrykey
type: kubernetes.io/dockerconfigjson
data:
  .dockerconfigjson: {{ template "imagePullSecret" . }}

Automatically Roll Deployments When ConfigMaps or Secrets change

Often times configmaps or secrets are injected as configuration files in containers. Depending on the application a restart may be required should those be updated with a subsequent helm upgrade, but if the deployment spec itself didn't change the application keeps running with the old configuration resulting in an inconsistent deployment.

The sha256sum function can be used to ensure a deployment's annotation section is updated if another file changes:

kind: Deployment
spec:
  template:
    metadata:
      annotations:
        checksum/config: {{ include (print $.Template.BasePath "/configmap.yaml") . | sha256sum }}
[...]

See also the helm upgrade --recreate-pods flag for a slightly different way of addressing this issue.

Tell Helm Not To Uninstall a Resource

Sometimes there are resources that should not be uninstalled when Helm runs a helm uninstall. Chart developers can add an annotation to a resource to prevent it from being uninstalled.

kind: Secret
metadata:
  annotations:
    "helm.sh/resource-policy": keep
[...]

(Quotation marks are required)

The annotation "helm.sh/resource-policy": keep instructs Helm to skip this resource during a helm uninstall operation. However, this resource becomes orphaned. Helm will no longer manage it in any way. This can lead to problems if using helm install --replace on a release that has already been uninstalled, but has kept resources.

Using "Partials" and Template Includes

Sometimes you want to create some reusable parts in your chart, whether they're blocks or template partials. And often, it's cleaner to keep these in their own files.

In the templates/ directory, any file that begins with an underscore(_) is not expected to output a Kubernetes manifest file. So by convention, helper templates and partials are placed in a _helpers.tpl file.

Complex Charts with Many Dependencies

Many of the charts in the official charts repository are "building blocks" for creating more advanced applications. But charts may be used to create instances of large-scale applications. In such cases, a single umbrella chart may have multiple subcharts, each of which functions as a piece of the whole.

The current best practice for composing a complex application from discrete parts is to create a top-level umbrella chart that exposes the global configurations, and then use the charts/ subdirectory to embed each of the components.

Two strong design patterns are illustrated by these projects:

SAP's OpenStack chart: This chart installs a full OpenStack IaaS on Kubernetes. All of the charts are collected together in one GitHub repository.

Deis's Workflow: This chart exposes the entire Deis PaaS system with one chart. But it's different from the SAP chart in that this umbrella chart is built from each component, and each component is tracked in a different Git repository. Check out the requirements.yaml file to see how this chart is composed by their CI/CD pipeline.

Both of these charts illustrate proven techniques for standing up complex environments using Helm.

YAML is a Superset of JSON

According to the YAML specification, YAML is a superset of JSON. That means that any valid JSON structure ought to be valid in YAML.

This has an advantage: Sometimes template developers may find it easier to express a datastructure with a JSON-like syntax rather than deal with YAML's whitespace sensitivity.

As a best practice, templates should follow a YAML-like syntax unless the JSON syntax substantially reduces the risk of a formatting issue.

Be Careful with Generating Random Values

There are functions in Helm that allow you to generate random data, cryptographic keys, and so on. These are fine to use. But be aware that during upgrades, templates are re-executed. When a template run generates data that differs from the last run, that will trigger an update of that resource.

Upgrade a release idempotently

In order to use the same command when installing and upgrading a release, use the following command:

helm upgrade --install <release name> --values <values file> <chart directory>