Create a service onboarding pipeline (using IDP Stage)

This tutorial is designed to help a platform engineer to get started with Harness IDP. We will create a basic service onboarding pipeline that uses a software template and provisions a application templated by cookiecutter for a developer. After you create the software template, developers can choose the template on the Workflow page and enter details such as a name for the application and the path to their Git repository. The service onboarding pipeline creates a new repository and adds a catalog-info.yaml to it and registers it back into your software catalog all using the new Developer Portal stage.

Users (developers) must perform a sequence of tasks to create the application. First, they interact with a software template. A software template is a form that collects a user's requirements. After a user submits the form, IDP executes a Harness pipeline that onboards the new service. Usually the pipeline fetches a cookiecutter template code, creates a new repository, and interacts with third-party providers such as cloud providers, Jira, and Slack.

Prerequisites

Before you begin this tutorial, make sure that you have completed the following requirements:

Enable Harness IDP for your account.
Make sure you are assigned the IDP Admin Role or another role that has full access to all IDP resources.
Create a GitHub connector named democonnector at the account scope. This connector should be configured for a GitHub organization (personal accounts are currently not supported by this tutorial).

Create a Pipeline

Begin by creating a pipeline for onboarding the service.

To create a Developer Portal stage, perform the following steps:

Go to Admin section under IDP, select Projects, and then select a project.

You can also create a new project for the service onboarding pipelines. Eventually, all the users in your account should have permissions to execute the pipelines in this project. For information about creating a project, go to Create organizations and projects.

Then select Create a Pipeline, add a name for the pipeline and select the type as Inline

The YAML below defines an IDP Stage with a number of steps (as described here) that will perform the actions to onboard the new service. Copy the YAML below, then in the Harness Pipeline Studio go to the YAML view and paste below the existing YAML.

info

You need to have completed all the steps under PreRequisites for the below given YAML to work properly

Please update the connectorRef: <the_connector_name_you_created_under_prerequisites> for all the steps it's used, also here we are assuming the git provider to be GitHub please update the connectorType for CreateRepo, DirectPush and RegisterCatalog step in case it's other than GitHub. Also under the slack notify step for token add the token identifier, you have created above as part of pre-requisites.

  stages:
    - stage:
        name: self-service-flow
        identifier: selfserviceflow
        description: ""
        type: IDP
        spec:
          execution:
            steps:
              - step:
                  type: CookieCutter
                  name: CookieCutter
                  identifier: idpcookiecutter
                  spec:
                    templateType: public
                    publicTemplateUrl: <+pipeline.variables.public_cookiecutter_template_url>
                    cookieCutterVariables:
                      app_name: <+pipeline.variables.project_name>
              - step:
                  type: CreateRepo
                  name: Create Repo
                  identifier: createrepo
                  spec:
                    connectorType: Github
                    connectorRef: account.democonnector
                    organization: <+pipeline.variables.organization>
                    repository: <+pipeline.variables.project_name>
                    repoType: public
                    description: <+pipeline.variables.repository_description>
                    defaultBranch: <+pipeline.variables.repository_default_branch>
              - step:
                  type: CreateCatalog
                  name: Create IDP Component
                  identifier: createcatalog
                  spec:
                    fileName: <+pipeline.variables.catalog_file_name>
                    filePath: <+pipeline.variables.project_name>
                    fileContent: |-
                      apiVersion: backstage.io/v1alpha1
                      kind: Component
                      metadata:
                        name: <+pipeline.variables.project_name>
                        description: <+pipeline.variables.project_name> created using self service flow
                        annotations:
                          backstage.io/techdocs-ref: dir:.
                      spec:
                        type: service
                        owner: test
                        lifecycle: experimental
              - step:
                  type: DirectPush
                  name: Push Code into Repo
                  identifier: directpush
                  spec:
                    connectorType: Github
                    connectorRef: account.democonnector
                    organization: <+pipeline.variables.organization>
                    repository: <+pipeline.variables.project_name>
                    codeDirectory: <+pipeline.variables.project_name>
                    branch: <+pipeline.variables.direct_push_branch>
              - step:
                  type: RegisterCatalog
                  name: Register Component in IDP
                  identifier: registercatalog
                  spec:
                    connectorType: Github
                    connectorRef: account.democonnector
                    organization: <+pipeline.variables.organization>
                    repository: <+pipeline.variables.project_name>
                    filePath: <+pipeline.variables.catalog_file_name>
                    branch: <+pipeline.variables.direct_push_branch>
          cloneCodebase: false
          caching:
            enabled: false
            paths: []
          platform:
            os: Linux
            arch: Amd64
          runtime:
            type: Cloud
            spec: {}
  variables:
    - name: test_content
      type: String
      description: ""
      required: false
      value: devesh
    - name: project_name
      type: String
      description: ""
      required: false
      value: <+input>
    - name: organization
      type: String
      description: ""
      required: false
      value: <+input>
    - name: public_cookiecutter_template_url
      type: String
      description: ""
      required: false
      value: <+input>
    - name: repository_type
      type: String
      description: ""
      required: false
      value: <+input>.default(private).allowedValues(private,public)
    - name: repository_description
      type: String
      description: ""
      required: false
      value: <+input>
    - name: repository_default_branch
      type: String
      description: ""
      required: false
      value: <+input>
    - name: direct_push_branch
      type: String
      description: ""
      required: false
      value: <+input>
    - name: catalog_file_name
      type: String
      description: ""
      required: false
      value: catalog-info.yaml

Now Save the pipeline.

info

Software Templates currently support pipelines that are comprised only of IDP Stage custom stage and CI stage with Run step with codebase disabled. Additionally, all inputs, except for pipeline input as variables, must be of fixed value.

Create a Software Template

Now that our pipeline is ready to execute when a project name and a GitHub repository name are provided, let's create the UI counterpart of it in IDP. This is powered by the Backstage Software Template. Create a template.yaml file anywhere in your Git repository. Usually, that would be the same place as your cookiecutter template. We use the react-jsonschema-form playground to build the template. Nunjucks is templating engine for the IDP templates.

Source

apiVersion: scaffolder.backstage.io/v1beta3
kind: Template
metadata:
  name: new-service
  title: Create a new service
  description: A template to create a new service
  tags:
    - nextjs
    - react
    - javascript
spec:
  owner: owner@company.com
  type: service
  parameters:
    - title: Service Details
      required:
        - project_name
        - organization_name
        - public_template_url
        - repository_type
        - repository_description
        - repository_default_branch
        - direct_push_branch
      properties:
        public_template_url:
          title: Public Cookiecutter Template URL
          type: string
          default: https://github.com/devesh-harness/test-cookicutter
          description: URL to a Cookiecutter template. For the tutorial you can use the default input     
        organization_name:
          title: Git Organization
          type: string
          description: Name of your organization in Git      
        project_name:
          title: Name of your service
          type: string
          description: Your repo will be created with this name
        repository_type:
          type: string
          title: Repository Type
          enum:
            - public
            - private
          default: public
        repository_description:
          type: string
          title: Add a description to your repo
        repository_default_branch:
          title: Name of your Default Branch
          type: string
          default: main 
        direct_push_branch:
          title: Name of your Develop branch
          type: string
          default: develop  
        owner:
          title: Choose an Owner for the Service
          type: string
          ui:field: OwnerPicker
          ui:options:
            allowedKinds:
              - Group
        # This field is hidden but needed to authenticate the request to trigger the pipeline
        token:
          title: Harness Token
          type: string
          ui:widget: password
          ui:field: HarnessAuthToken
  steps:
    - id: trigger
      name: Bootstrapping your new service
      action: trigger:harness-custom-pipeline
      input:
        url: "YOUR PIPELINE URL HERE"
        inputset:
          organization: ${{ parameters.organization_name }}
          project_name: ${{ parameters.project_name }}
          public_cookiecutter_template_url: ${{ parameters.public_template_url }}
          repository_type: ${{ parameters.repository_type }}
          repository_description: ${{ parameters.repository_description }}
          repository_default_branch: ${{ parameters.repository_default_branch }}
          direct_push_branch: ${{ parameters.direct_push_branch }}
        apikey: ${{ parameters.token }}

  output:
    links:
      - title: Pipeline Details
        url: ${{ steps.trigger.output.PipelineUrl }}

Replace the YOUR PIPELINE URL HERE with the pipeline URL that you created.

This YAML code is governed by Backstage. You can change the name and description of the software template. The template has the following parts:

Input from the user
Execution of pipeline

Let's take a look at the inputs that the template expects from a developer. The inputs are written in the spec.parameters field. It has two parts, but you can combine them. The keys in properties are the unique IDs of fields (for example, github_repo and project_name). If you recall, they are the pipeline variables that we set as runtime inputs earlier. This is what we want the developer to enter when creating their new application.

The YAML definition includes fields such as cloud provider and database choice. They are for demonstration purposes only and are not used in this tutorial.

Authenticating the Request to the Pipeline

The Software Template contains a single action which is designed to trigger the pipeline you created via an API call. Since the API call requires authentication, Harness has created a custom component to authenticate based of the logged-in user's credentials.

The following YAML snippet under spec.parameters.properties automatically creates a token field without exposing it to the end user.

token:
  title: Harness Token
  type: string
  ui:widget: password
  ui:field: HarnessAuthToken

That token is then used as part of steps as apikey

  steps:
    - id: trigger
      name: ...
      action: trigger:harness-custom-pipeline
      input:
        url: ...
        inputset:
          key: value
          ...
        apikey: ${{ parameters.token }}

Register the Template in IDP

Use the URL to the template.yaml created above and register it by using the same process for registering a new software component.

Use the Software Template via Self Service Workflows

Now navigate to the Workflows page in IDP. You will see the newly created template appear. Click on Choose, fill in the form, click Next Step, then Create to trigger the automated pipeline. Once complete, you should be able to see the new repo created and bootstrapped in your target GitHub organization!

Additional Information

Conditional Inputs in Templates

One Of: Helps you create a dropdown in the template, where only one of all the options available could be selected.

dependencies:
  technology:
    oneOf:
      - properties:
          technology:
            enum:
              - java
          java version:
            type: "string"
            enum:
              - java8
              - java11

All Of: Helps you create a dropdown in the template, where only all the options available could be selected.

type: object
allOf:
- properties:
    lorem:
      type:
      - string
      - boolean
      default: true
- properties:
    lorem:
      type: boolean
    ipsum:
      type: string

Any Of: Helps you to select from multiple properties where both can't be selected together at once.

type: object
properties:
  age:
    type: integer
    title: Age
  items:
    type: array
    items:
      type: object
      anyOf:
      - properties:
          foo:
            type: string
      - properties:
          bar:
            type: string
anyOf:
- title: First method of identification
  properties:
    firstName:
      type: string
      title: First name
      default: Chuck
    lastName:
      type: string
      title: Last name
- title: Second method of identification
  properties:
    idCode:
      type: string
      title: ID code

For more such references and validate your conditional steps take a look at the react-json schema project.

Upload a File in a Template

There are 3 types of file upload.

Single File
Multiple Files
Single File with Accept Attribute

#Example
title: Files
type: object
properties:
  file:
    type: string
    format: data-url
    title: Single file
  files:
    type: array
    title: Multiple files
    items:
      type: string
      format: data-url
  filesAccept:
    type: string
    format: data-url
    title: Single File with Accept attribute

Pass an Array of Inputs to a Harness Pipeline

Harness Pipelines variables can only be 3 types, string, number and secrets, in case you want to add multiple strings and comma separated values you need to join them and send as single input parameters.

In the following template I want to pick the enum and parse the exampleVar as a string and use it as comma separated value in the inputset for pipeline. As you could see in the example below under inputset, exampleVar takes input as ${{ parameters.exampleVar.join(',') }}.

    - title: Pass Variables Here      
      properties:
        exampleVar:
          title: Select an option
          type: array
          items:
            type: string
            enum:
              - Option1
              - Option2
              - Option3
          default: 
            - Option1
      ui:
        exampleVar:
          title: Select Options
          multi: true
  steps:
    - id: trigger
      name: Call a harness pipeline, and pass the variables from above
      action: trigger:harness-custom-pipeline
      input:
        url: 'https://app.harness.io/ng/account/*********/home/orgs/default/projects/*************/pipelines/*************/pipeline-studio/?storeType=INLINE'
        inputset:
          exampleVar: ${{ parameters.exampleVar.join(',') }}
          owner: ${{ parameters.owner }}
        apikey: ${{ parameters.token }}

Unregister/Delete Template

Navigate to the Catalog page, and select Template under Kind.

Select the Template Name you want to Unregister.
Now on the Template overview page, click on the 3 dots on top right corner and select Unregister Entity.

Now on the Dialog box select Unregister Location.

This will delete the Template.

Prerequisites​

Create a Pipeline​

Create a Software Template​

Authenticating the Request to the Pipeline​

Register the Template in IDP​

Use the Software Template via Self Service Workflows​

Additional Information​

Conditional Inputs in Templates​

Upload a File in a Template​

Pass an Array of Inputs to a Harness Pipeline​

Unregister/Delete Template​