Writing templates and overlays

This document will use the example CloudFormation YAML template provided here, but you can use your own if you prefer. In this guide we will create one test overlay and one prod overlay.

Step 1: Folder structure

Start your project by defining a base template. First create a folder in your project for templates and overlays:

cd [your project]
mkdir crustomize
mkdir crustomize/base
mkdir -p crustomize/overlays/test

Step 2: Overlays

Place the CloudFormation template in crustomize/base/template-name.yml. The name doesn’t matter, all YAML files in base/ will be read and merged into one master base template.

Create a crustomize.yml file in the crustomize/overlays/test folder with this content:

base: ../../base

Verify it works by running crustomize apply crustomize/overlays/test. The command should output the template itself.

Next, add an overlay in crustomize/overlays/test/ECSTaskExecutionRole.yml Here, we will just add a Description property:

Resources:
  ECSTaskExecutionRole:
    Type: AWS::IAM::Role
    Properties:
      Description: This is a test execution role

Note that the Resources: property is crucial for crustomize to merge the overlay.

Add the overlay to crustomize.yml like this:

base: ../../
overlays:
  - ECSTaskExecutionRole.yml

Verify by running crustomize apply crustomize/overlays/test. The outputted template should contain the added Description property.

Create a prod overlay by creating a crustomize/overlays/prod folder. Copy the test/crustomize.yml file to that folder along with the ECSTaskExecutionRole.yml overlay.

Modify the crustomize/overlays/prod/ECSTaskExecutionRole.yml like this:

Resources:
  ECSTaskExecutionRole:
    Type: AWS::IAM::Role
    Properties:
      Description: This is a prod execution role

Verify by running crustomize apply crustomize/overlays/prod. There should now be a different description.

Step 3: JSON Patch

Sometimes overlays are not enough, particularly when you need to target a specific item in an array. In these cases it may be necessary to use a JSON patch. JSON patch can target specific elements and perform the operations you define. Here, we will target the ClusterSettings list and set the name using JSON patch.

Modify test/crustomize.yml like this:

base: ../../
overlays:
  - ECSTaskExecutionRole.yml
patches:
  - op: replace
    path: "/Resources/ECSCluster/Properties/ClusterSettings/0/Name"
    value: containerInsightsTest

Run crustomize apply crustomize/overlays/test to verify the cluster name has been changed to containerInsightsTest.

Repeat the same for the prod overlay and verify your changes. For more information, consult Javascript Object Notation Patch IETF specifications.

Step 4: Template rendering

You can use either EJS or Handlebars as a template rendering engine. Handlebars offers a more strict method of rendering by limiting what sort of in-process commands can be used. EJS is more flexible in that regard. In this example we’ll use Handlebars.

Modify the ECSCluster section in the base template so it looks like this:

  ECSCluster:
    Type: AWS::ECS::Cluster
    Properties:
      {{#if values.Description}}
      Description: {{values.Description}}
      {{/if}}
      ClusterSettings:
        - Name: containerInsightsTest
          Value: enabled

Add a Description value in test/crustomize.yml like this:

base: ../../
overlays:
  - ECSTaskExecutionRole.yml
patches:
  - op: replace
    path: "/Resources/ECSCluster/Properties/ClusterSettings/0/Name"
    value: containerInsightsTest
values:
  Description: Test cluster

Verify and repeat the process for prod/crustomize.yml but with a different Description.

You can also add templating instructions in overlays. Modify test/crustomize.yml and add a Stage value property:

base: ../../
overlays:
  - ECSTaskExecutionRole.yml
patches:
  - op: replace
    path: "/Resources/ECSCluster/Properties/ClusterSettings/0/Name"
    value: containerInsightsTest
values:
  Description: Test cluster
  Stage: test

Modify the test/ECSTaskExecutionRole.yml like this:

Resources:
  ECSTaskExecutionRole:
    Type: AWS::IAM::Role
    Properties:
      Description: This is a {{values.Stage}} execution role

When you run crustomize apply crustomize/overlays/test the `` directive will be replaced with the value defined in the relevant crustomize.yml file. Now, repeat for overlays/prod/.

In addition to values.xxx you can use the helpers documented in doc/helpers.md as well as environment variables. Environment variables are accessed using env.NAME_OF_VARIABLE. You can also defined common variables in an env.yml file and reference it using the -e flag. These will also be accessible using the env.NAME method.

If you have used or created Helm charts, you should be familiar with many of the helper functions. If you find you need a specific helper, you can create your own helper functions and expose them to crustomize using the CRUSTOMIZE_HELPERS environment variable.

A custom helpers is just a Javascript function that returns a helper function, like this:

// Params:
//   wd: String: This is the folder of the current overlay/crustomize.yml
//       i.e. /path/to/overlay folder
//   profile: AWS_PROFILE, default is 'default'
//   bin: function that runs a shell process
export function cat({wd, profile, run}) {
  return function (filename) {
    const cat = bin.bind('cat')
    return cat([filename])
  }
}

One possible use case is to bind bin to the aws CLI in order to perfom lookup operations against resources in AWS.