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»Part 1: An Overview of Our Recommended Workflow
Terraform's purpose is to provide one workflow to provision any infrastructure. In this section, we'll show you our recommended practices for organizing Terraform usage across a large organization. This is the set of practices that we call "collaborative infrastructure as code."
There are two major challenges everyone faces when trying to improve their provisioning practices: technical complexity and organizational complexity.
Technical complexity — Different infrastructure providers use different interfaces to provision new resources, and the inconsistency between these interfaces imposes extra costs on daily operations. These costs get worse as you add more infrastructure providers and more collaborators.
Terraform addresses this complexity by separating the provisioning workload. It uses a single core engine to read infrastructure as code configurations and determine the relationships between resources, then uses many provider plugins to create, modify, and destroy resources on the infrastructure providers. These provider plugins can talk to IaaS (e.g. AWS, GCP, Microsoft Azure, OpenStack), PaaS (e.g. Heroku), or SaaS services (e.g. GitHub, DNSimple, Cloudflare).
In other words, Terraform uses a model of workflow-level abstraction, rather than resource-level abstraction. It lets you use a single workflow for managing infrastructure, but acknowledges the uniqueness of each provider instead of imposing generic concepts on non-equivalent resources.
Organizational complexity — As infrastructure scales, it requires more teams to maintain it. For effective collaboration, it's important to delegate ownership of infrastructure across these teams and empower them to work in parallel without conflict. Terraform and Terraform Cloud can help delegate infrastructure in the same way components of a large application are delegated.
To delegate a large application, companies often split it into small, focused microservice components that are owned by specific teams. Each microservice provides an API, and as long as those APIs don't change, microservice teams can make changes in parallel despite relying on each others' functionality.
Similarly, infrastructure code can be split into smaller Terraform configurations, which have limited scope and are owned by specific teams. These independent configurations use output variables to publish information and remote state resources to access output data from other workspaces. Just like microservices communicate and connect via APIs, Terraform workspaces connect via remote state.
Once you have loosely-coupled Terraform configurations, you can delegate their development and maintenance to different teams. To do this effectively, you need to control access to that code. Version control systems can regulate who can commit code, but since Terraform affects real infrastructure, you also need to regulate who can run the code.
This is how Terraform Cloud solves the organizational complexity of provisioning: by providing a centralized run environment for Terraform that supports and enforces your organization's access control decisions across all workspaces. This helps you delegate infrastructure ownership to enable parallel development.
There are four main personas for managing infrastructure at scale. These roles have different responsibilities and needs, and Terraform Cloud supports them with different tools and permissions.
This team is responsible for defining common infrastructure practices, enforcing policy across teams, and maintaining shared services.
Central IT users want a single dashboard to view the status and compliance of all infrastructure, so they can quickly fix misconfigurations or malfunctions. Since Terraform Cloud is tightly integrated with Terraform's run data and is designed around Terraform's concepts of workspaces and runs, it offers a more integrated workflow experience than a general-purpose CI system.
This team defines how global infrastructure is divided and delegated to the teams within the business unit. This team also enables connectivity between workspaces by defining the APIs each workspace must expose, and sets organization-wide variables and policies.
Organization Architects want a single dashboard to view the status of all workspaces and the graph of connectivity between them.
This individual owns a specific set of workspaces, which build a given Terraform configuration across several environments. They are responsible for the health of those workspaces, managing the full change lifecycle through dev, UAT, staging, and production. They are the main approver of changes to production within their domain.
Workspace Owners want:
- A single dashboard to view the status of all workspaces that use their infrastructure code.
- A streamlined way to promote changes between environments.
- An interface to set variables used by a Terraform configuration across environments.
Contributors submit changes to workspaces by making updates to the infrastructure as code configuration. They usually do not have approval to make changes to production, but can make changes in dev, UAT, and staging.
Workspace Contributors want a simple workflow to submit changes to a workspace and promote changes between workspaces. They can edit a subset of workspace variables and their own personal variables.
Workspace contributors are often already familiar with Terraform's operating model and command line interface, and can usually adapt quickly to Terraform Cloud's web interface.
Terraform Cloud's main unit of organization is a workspace. A workspace is a collection of everything Terraform needs to run: a Terraform configuration (usually from a VCS repo), values for that configuration's variables, and state data to keep track of operations between runs.
In Terraform open source, a workspace is just an independent state file on the local disk. In Terraform Cloud, they're persistent shared resources; you can assign them their own access controls, monitor their run states, and more.
Workspaces are Terraform Cloud's primary tool for delegating control, which means their structure should match your organizational permissions structure. The best approach is to use one workspace for each environment of a given infrastructure component. Or in other words, Terraform configurations * environments = workspaces.
This is different from how some other tools view environments; notably, you shouldn't use a single Terraform workspace to manage everything that makes up your production or staging environment. Instead, make smaller workspaces that are easy to delegate. This also means not every configuration has to use the exact same environments; if a UAT environment doesn't make sense for your security infrastructure, you aren't forced to use one.
Name your workspaces with both their component and their environment. For example, if you have a Terraform configuration for managing an internal billing app and another for your networking infrastructure, you could name the workspaces as follows:
Since each workspace is one environment of one infrastructure component, you can use per-workspace access controls to delegate ownership of components and regulate code promotion across environments. For example:
- Teams that help manage a component can start Terraform runs and edit variables in dev or staging.
- The owners or senior contributors of a component can start Terraform runs in production, after reviewing other contributors' work.
- Central IT and organization architects can administer permissions on all workspaces, to ensure everyone has what they need to work.
- Teams that have no role managing a given component don't have access to its workspaces.
To use Terraform Cloud effectively, you must make sure the division of workspaces and permissions matches your organization's division of responsibilities. If it's difficult to separate your workspaces effectively, it might reveal an area of your infrastructure where responsibility is muddled and unclear. If so, this is a chance to disentangle the code and enforce better boundaries of ownership.
Now that you're familiar with the outlines of the Terraform Cloud workflow, it's time to assess your organization's provisioning practices. Continue on to Part 2: Evaluating Your Current Provisioning Practices.