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website: Stronger statements on when to use named workspaces
In an earlier commit we added the "Best Practices" situation to try to clarify the intended uses of named workspaces and to warn against using them as an alternative to system decomposition. However, the prior statement was cautious in its recommendations in the interests of being pragmatic, and as a result we've seen that users have in some cases misunderstood or disregarded these recommendations. The new "When to use Multiple Workspaces" section aims to be more explicit that having multiple separate Terraform configurations is the preferred solution for many use-cases, and that workspaces are intended for a more limited set of use-cases around convenient development and testing. It also emphasizes the analogy to version control branches that was just a footnote in the prior text, to help the reader become familiar with the concept by relating it to a concept and workflow they are hopefully already familiar with. This new section also attempts to provide a more elaborate description of the proposed alternative when the goal is system decomposition. In the long run some of this content would probably be better placed elsewhere since it is useful advice even for users who never discover named workspaces, but it can live here for the time being to limit the scope of this change until we are ready to make more comprehensive revisions to the docs in this area. Finally, the introductory documentation here is adjusted slightly in preparation for the intended future expansion of workspaces to include stored variable values and, for more tailored backends like Terraform Enterprise, a full log of prior operations. More revisions will be required to cover the specifics of this later, but this new framing will hopefully help users form a mental model of named workspaces that has room for these future enhancements and the corresponding concept in Terraform Enterprise, rather than our previous framing that workspaces are fundamentally just named states.
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@ -8,14 +8,20 @@ description: |-
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# Workspaces
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A _workspace_ is a named container for Terraform state. With multiple
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workspaces, a single directory of Terraform configuration can be used to
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manage multiple distinct sets of infrastructure resources.
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Each Terraform configuration has an associated [backend](/docs/backends/index.html)
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that defines how operations are executed and where persistent data such as
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[the Terraform state](https://www.terraform.io/docs/state/purpose.html) are
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stored.
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Terraform state determines what resources it manages based on what
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exists in the state. This is how `terraform plan` determines what isn't
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created, what needs to be updated, etc. The full details of state can be
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found on [the _purpose_ page](/docs/state/purpose.html).
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The persistent data stored in the backend belongs to a _workspace_. Initially
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the backend has only one workspace, called "default", and thus there is only
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one Terraform state associated with that configuration.
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Certain backends support _multiple_ named workspaces, allowing multiple states
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to be associated with a single configuration. The configuration is still
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has only one backend, but multiple distinct instances of that configuration
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to be deployed without configuring a new backend or changing authentication
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credentials.
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Multiple workspaces are currently supported by the following backends:
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@ -89,37 +95,78 @@ resource "aws_instance" "example" {
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}
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```
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## Best Practices
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## When to use Multiple Workspaces
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Workspaces can be used to manage small differences between development,
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staging, and production, but they **should not** be treated as the only
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isolation mechanism. As Terraform configurations get larger, it's much more
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manageable and safer to split one large configuration into many
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smaller ones linked together with the `terraform_remote_state` data source.
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This allows teams to delegate ownership and reduce the potential impact of
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changes. For *each* smaller configuration, you can use workspaces to model
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the differences between development, staging, and production. However, if you
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have one large Terraform configuration, it is riskier and not recommended to
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use workspaces to handle those differences.
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Named workspaces allow conveniently switching between multiple instances of
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a _single_ configuration within its _single_ backend. They are convenient in
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a number of situations, but cannot solve all problems.
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[The `terraform_remote_state` data source](/docs/providers/terraform/d/remote_state.html)
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accepts a `workspace` name to target. Therefore, you can link
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together multiple independently managed Terraform configurations with the same
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environment easily, with each configuration itself having multiple workspaces.
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A common use for multiple workspaces is to create a parallel, distinct copy of
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a set of infrastructure in order to test a set of changes before modifying the
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main production infrastructure. For example, a developer working on a complex
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set of infrastructure changes might create a new temporary workspace in order
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to freely experiment with changes without affecting the default workspace.
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While workspaces are available to all,
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[Terraform Enterprise](https://www.hashicorp.com/products/terraform/)
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provides an interface and API for managing sets of configurations linked
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with `terraform_remote_state` and viewing them all as a single environment.
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Non-default workspaces are often related to feature branches in version control.
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The default workspace might correspond to the "master" or "trunk" branch,
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which describes the intended state of production infrastructure. When a
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feature branch is created to develop a change, the developer of that feature
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might create a corresponding workspace and deploy into it a temporary "copy"
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of the main infrastructure so that changes can be tested without affecting
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the production infrastructure. Once the change is merged and deployed to the
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default workspace, the test infrastructure can be destroyed and the temporary
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workspace deleted.
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Workspaces alone are useful for isolating a set of resources to test
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changes during development. For example, it is common to associate a
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branch in a VCS with a temporary workspace so new features can be developed
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without affecting the default workspace.
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When Terraform is used to manage larger systems, teams should use multiple
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separate Terraform configurations that correspond with suitable architectural
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boundaries within the system so that different components can be managed
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separately and, if appropriate, by distinct teams. Workspaces _alone_
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are not a suitable tool for system decomposition, because each subsystem should
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have its own separate configuration and backend, and will thus have its own
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distinct set of workspaces.
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Future Terraform versions and workspace enhancements will enable
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Terraform to track VCS branches with a workspace to help verify only certain
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branches can make changes to a Terraform workspace.
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In particular, organizations commonly want to create a strong separation
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between multiple deployments of the same infrastructure serving different
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development stages (e.g. staging vs. production) or different internal teams.
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In this case, the backend used for each deployment often belongs to that
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deployment, with different credentials and access controls. Named workspaces
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are _not_ a suitable isolation mechanism for this scenario.
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Instead, use one or more [re-usable modules](/docs/modules/index.html) to
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represent the common elements, and then represent each instance as a separate
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configuration that instantiates those common elements in the context of a
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different backend. In that case, the root module of each configuration will
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consist only of a backend configuration and a small number of `module` blocks
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whose arguments describe any small differences between the deployments.
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Where multiple configurations are representing distinct system components
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rather than multiple deployments, data can be passed from one component to
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another using paired resources types and data sources. For example:
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* Where a shared [Consul](https://consul.io/) cluster is available, use
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[`consul_key_prefix`](/docs/providers/consul/r/key_prefix.html) to
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publish to the key/value store and [`consul_keys`](/docs/providers/consul/d/keys.html)
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to retrieve those values in other configurations.
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* In systems that support user-defined labels or tags, use a tagging convention
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to make resources automatically discoverable. For example, use
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[the `aws_vpc` resource type](/docs/providers/aws/r/vpc.html)
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to assign suitable tags and then
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[the `aws_vpc` data source](/docs/providers/aws/d/vpc.html)
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to query by those tags in other configurations.
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* For server addresses, use a provider-specific resource to create a DNS
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record with a predictable name and then either use that name directly or
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use [the `dns` provider](/docs/providers/dns/index.html) to retrieve
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the published addresses in other configurations.
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* If a Terraform state for one configuration is stored in a remote backend
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that is accessible to other configurations then
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[`terraform_remote_state`](/docs/providers/terraform/d/remote_state.html)
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can be used to directly consume its root module outputs from those other
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configurations. This creates a tighter coupling between configurations,
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but avoids the need for the "producer" configuration to explicitly
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publish its results in a separate system.
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## Workspace Internals
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@ -129,7 +176,7 @@ a set of protections and support for remote state.
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For local state, Terraform stores the workspace states in a directory called
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`terraform.tfstate.d`. This directory should be be treated similarly to
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local-only `terraform.tfstate`); some teams commit these files to version
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local-only `terraform.tfstate`; some teams commit these files to version
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control, although using a remote backend instead is recommended when there are
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multiple collaborators.
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