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Getting Started with the Update Service

The update service is a tool that helps you manage large-scale rolling upgrades of software. The service consists of three main parts:

  1. A distributed web application that runs on top of fleet and docker.
  2. updatectl a CLI interface to the service
  3. Communication specification for your applications to report their current status and receive notifications of an available update.

The update service is based on an open protocol from Google. This protocol powers updates for the Chrome browser, ChromeOS, Google Earth and more.

Accessing the Update Service

The update service is an optional hosted service provided by CoreOS and is not included in a standard CoreOS cluster. Head over to the Update Service page for more details.

Authentication for updatectl is done with a username and API key combination. Additional users and API keys can be provisioned by an existing user. Substitute the server address you were given during the activation process:

updatectl -user [email protected] -key d3b07384d113edec49eaa6238ad5ff00 -server https://example.update.core-os.net <command>

Since you'll have to provide these flags each time, it's recommended that you set up an alias in your bash profile. We'll assume that you've done this for the rest of this document:

alias updatectl="/bin/updatectl -user [email protected] -key d3b07384d113edec49eaa6238ad5ff00 -server https://example.update.core-os.net"

You may also specify these via the UPDATECTL_USER, UPDATECTL_KEY, and UPDATECTL_SERVER environment variables.

Anatomy of an Update

Let's walk through the different parts of an update then use updatectl to simulate the release of an update.

Application

You can use the update service to facilitate the roll-out of a new version of any application. An application is made up of group of instances. Each instance reports a unique identifier, version, group ID and status to the application via an updater.

You can view the current list of applications with updatectl app list:

$ updatectl app list

Group

Applications contain groups of instances that are related. Groups are designed to be flexible and can reflect your company's preferred organizational scheme. Common examples include groups by business unit, team, location, or environment. Each group has separate settings such as the ability to roll-out updates at a specific rate, be paused or unpaused and track a specific channel of the application.

For example, if multiple teams have deployed a distributed database, each team can control how quickly a new version is rolled out based on their specific needs. Updates can also be paused per group if a team doesn't want any updates.

updatectl group list --app-id=<app-id>

Channel

Each application can specify channels, such as alpha or beta, that can be updated to refer to different packages. Channels allow you to upload a new beta package and have it rolled out to all groups that track the beta channel, with one command.

updatectl channel list --app-id=<appid>

Updater

The updater is a small application that implements the update protocol. This code normally runs inside a separate container running "beside" the container of the application that is being updated. The updater is responsible for periodically reporting information about the instance. If an update is available, the response will contain a location to fetch the update package from plus information required to validate the package.

All of the logic that controls how the release is rolled-out lives in the update service in order for the updaters to be as simple as possible. The updater's job is fairly straightforward:

Action Description
Send Request Send current information about the instance to the update service.
Parse Response Parse the response from the update service and determine any action that needs to take place.
Download and Verify Package Download the package from the specified location and verify its signatures.
Send Progress As a package is being downloaded or installed, send download progress and status to the update service.
Execute Update Install the package and verify that it installed correctly.
Execute Healthcheck Carry out a health check on the application to make sure it was installed and initialized correctly.
Send Update Complete Once a package is successfully installed, tell the update service that everything was successful.
Send Update Error If an error occurs during the package download or verification, or during update execution or health check, report an error.

Package

A package is a pointer to a signed blob of data that is stored somewhere accessible by your application instances. Each package is tied to an application ID and a semantic version number.

When an out-of-date app instance is notified of an update, it is told where to find the data and how to validate that data. Each application's updater can contain customized logic to download and apply the update.

For example, a webapp container could be stored in a private docker registry and the update response contains the full address to the registry and a specific tag to pull: index.example.com/webapp:1.2.1. The updater would be programmed to docker pull the image. If everything goes well, the updater sends the update complete event to the update service informing it that the new version is running.

Relationship Diagram

Relationship Diagram

Test Update with Fake Clients

The easiest way to illustrate how these concepts work together is to trigger an example with some simulated clients. You can do this with either the UI or via updatectl, which is what we're going to use.

Create an Application, Channel and Group

First set up a new application with a unique identifier, label, and description:

updatectl app create --app-id=e96281a6-d1af-4bde-9a0a-97b76e56dc57 \
	--label="FakeApp" --description="Fake app for testing"

You should now see it in the list of apps:

$updatectl app list
Id                                    Label     Description
e96281a6-d1af-4bde-9a0a-97b76e56dc56  FakeApp   Fake app for testing
f217d8ba-76e6-4b07-8136-049c54b30f21  CoreOS    Linux for Servers

Next, create a channel that our group of fake clients will track. Let's call it master and start it out on version 1.0.0:

updatectl channel update --app-id=e96281a6-d1af-4bde-9a0a-97b76e56dc57 \
	--channel=master --version=1.0.0

Next, create a group that we'll associate our fake clients with. Be sure to include the app id, the master channel, an ID and a friendly label.

$ updatectl group create --app-id=e96281a6-d1af-4bde-9a0a-97b76e56dc57
	--channel=master --group-id=fake1 --label="Fake Clients"

Uploading and Signing a Package

Now that we have our application, group and channel set up, we can almost test an upgrade. The last step is to load in a new package. In this example, the new package will be fake, with an incremented version.

Start by preparing a fake update.gz:

touch update-1.1.0.gz

You can now use the new-package command to publish this fake package as version 1.1.0 (with a fake URL):

updatectl package create --app-id=e96281a6-d1af-4bde-9a0a-97b76e56dc57 \
    --version=1.1.0 \
    --file=update-1.1.0.gz \
    --url=https://fakepackage.local/update-1.1.0.gz

Start Fake Clients

updatectl contains a tool to help you simulate many fake clients running your application. We're going to start 10 fake clients that are checking for updates every 30-60 seconds. This is much much faster than usual but it will allow us to see our changes take place quickly.

When we start the fake clients, we don't expect them to do anything since we're already on version 1.0.0. In another terminal window, start the clients:

$ updatectl instance fake --clients-per-app=10 --min-sleep=30 \
	--max-sleep=60 --app-id=e96281a6-d1af-4bde-9a0a-97b76e56dc57 \
	--group-id=fake1 --version=1.0.0
{fake-client-000}: noupdate
{fake-client-002}: noupdate
{fake-client-001}: noupdate
...

Roll-out the Update

Now let's see how the fake clients react when we promote the new package 1.1.0 to the master channel. First, let's set the rate limit of the group to slow down the roll-out. This will make it easier to see what's going on. Since we only have 10 clients, 2 updates per 60 seconds should be slow enough:

$ updatectl group update --app-id=e96281a6-d1af-4bde-9a0a-97b76e56dc57 \
--group-id=fake1 --channel=master --update-count=2 --update-interval=60
Fake Clients	e96281a6-d1af-4bde-9a0a-97b76e56dc57	master	fake1	false	2	60

Next, promote our 1.1.0 release on the master channel:

$ updatectl channel update --app-id=e96281a6-d1af-4bde-9a0a-97b76e56dc57 --channel=master --version=1.1.0

In the terminal window running the fake clients, you should see a few of them start to upgrade. The output looks like:

{fake-client-000}: updated from 1.0.0 to 1.1.0

In the UI, navigate to the app and group, then click on "View All Graphs". You should see the instances slowly start to converge on version 1.1.0:

[screenshot]

Further Reading

Now that you've got the basics, checkout the example update workflow for a practical application of the update service. If you're ready to start writing a custom update client for your application, the Omaha protocol spec is a good place to start. The complete list of update service docs can be found here.