Rework catalog configuration; add integrations documentation

Signed-off-by: Tim Hansen <timbonicus@gmail.com>
This commit is contained in:
Tim Hansen
2021-03-23 14:34:52 -06:00
parent 5da3fddb42
commit cc3dca079e
9 changed files with 320 additions and 106 deletions
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dariddler
dataflow
deadnaming
declaratively
destructured
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devops
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@@ -11,111 +11,13 @@ such as reading raw entity data from a remote source, parsing it, transforming
it, and validating it. These processors are configured under the
`catalog.processors` configuration key.
### Processor: url
### Static Location Configuration
The `url` processor is responsible for fetching entity data from files in any
external provider like GitHub, GitLab, Bitbucket, etc. Unlike other processors,
the configuration of this processor lives under the top-level `integrations`
key, as it is used by other parts of Backstage too.
The simplest configuration for the catalog, as shown in the default
`@backstage/create-app` template, is to declaratively add locations pointing to
YAML files with [static configuration](../../conf/index.md).
```yaml
integrations:
github:
- host: github.com
token:
$env: GITHUB_TOKEN
- host: ghe.example.net
apiBaseUrl: https://ghe.example.net/api/v3
rawBaseUrl: https://ghe.example.net/raw
token:
$env: GHE_TOKEN
gitlab:
- host: gitlab.com
token:
$env: GITLAB_TOKEN
bitbucket:
- host: bitbucket.org
username:
$env: BITBUCKET_USERNAME
appPassword:
$env: BITBUCKET_APP_PASSWORD
azure:
- host: dev.azure.com
token:
$env: AZURE_TOKEN
```
Each key under `integrations` is a separate configuration for each external
provider. The providers each have their own configuration, so let's look at the
GitHub section as an example.
Directly under the `github` key is a list of provider configurations, where you
can list the various GitHub compatible providers you want to be able to fetch
data from. Each entry is a structure with up to four elements:
- `host` (optional): The host of the location target that you want to match on.
The default host is `github.com`.
- `token` (optional): An authentication token as expected by GitHub. If
supplied, it will be passed along with all calls to this provider, both API
and raw. If it is not supplied, anonymous access will be used.
- `apiBaseUrl` (optional): If you want to communicate using the APIv3 method
with this provider, specify the base URL for its endpoint here, with no
trailing slash. Specifically when the target is GitHub, you can leave it out
to be inferred automatically. For a GitHub Enterprise installation, it is
commonly at `https://api.<host>` or `https://<host>/api/v3`.
- `rawBaseUrl` (optional): If you want to communicate using the raw HTTP method
with this provider, specify the base URL for its endpoint here, with no
trailing slash. Specifically when the target is public GitHub, you can leave
it out to be inferred automatically. For a GitHub Enterprise installation, it
is commonly at `https://api.<host>` or `https://<host>/api/v3`.
You need to supply either `apiBaseUrl` or `rawBaseUrl` or both (except for
public GitHub, for which we can infer them). The `apiBaseUrl` will always be
preferred over the other if a `token` is given, otherwise `rawBaseUrl` will be
preferred.
If you do not supply a public GitHub provider, one will be added automatically,
silently at startup for convenience. So you only have to list it if you want to
supply a token for it - and if you do, you can also leave out the `apiBaseUrl`
and `rawBaseUrl` fields.
### Processor: github-discovery
There is a special GitHub discovery processor for discovering catalog entities
within a GitHub organization. The processor will crawl a given GitHub
organization and register entities matching the configured path. This can be
useful as an alternative to static locations or manually adding things to the
catalog.
To use the discovery processor, you'll need a GitHub integration set up as above
with a `GITHUB_TOKEN`. Then you can add a location target to the catalog
configuration:
```yaml
catalog:
locations:
- type: github-discovery
target: https://github.com/myorg/service-*/blob/main/catalog-info.yaml
```
Note the `github-discovery` type, as this is not a regular `url` processor.
The target is composed of three parts:
- The base organization URL, `https://github.com/myorg` in this case
- The repository blob to scan, which accepts \* wildcard tokens. This can simply
be `*` to scan all repositories in the organization. This example only looks
for repositories prefixed with `service-`.
- The path within each repository to find the catalog YAML file. This will
usually be `/blob/main/catalog-info.yaml`, `/blob/master/catalog-info.yaml` or
a similar variation for catalog files stored in the root directory of each
repository.
## Static Location Configuration
To enable declarative catalog setups, it is possible to add locations to the
catalog via [static configuration](../../conf/index.md). Locations are added to
the catalog under the `catalog.locations` key, for example:
Locations are added to the catalog under the `catalog.locations` key:
```yaml
catalog:
@@ -124,10 +26,35 @@ catalog:
target: https://github.com/backstage/backstage/blob/master/packages/catalog-model/examples/artist-lookup-component.yaml
```
The locations added through static configuration can not be removed through the
catalog locations API. To remove the locations, you have to remove them from the
The `url` type locations are handled by a standard processor included with the
catalog (`UrlReaderProcessor`), so no processor configuration is needed. This
processor _does however_ need an [integration](../../integrations/index.md) to
understand how to retrieve a given URL. For the example above, you would need to
configure the [GitHub integration](../../integrations/github/locations.md) to
read files from github.com.
The locations added through static configuration cannot be removed through the
catalog locations API. To remove these locations, you must remove them from the
configuration.
### Integration Processors
Integrations may simply provide a mechanism to handle `url` location type for an
external provider, or they may also include additional processors out of the
box, such as the GitHub [discovery](../../integrations/github/discovery.md)
processor that scans a GitHub organization for
[entity descriptor files](descriptor-format.md).
Check the [integrations](../../integrations/index.md) documentation to see what
is offered by each integration.
### Custom Processors
To ingest entities from an existing system already tracking software, you can
also write a _custom processor_ to convert between the existing system and
Backstage's descriptor format. This is documented in
[External Integrations](external-integrations.md).
## Catalog Rules
By default the catalog will only allow ingestion of entities with the kind
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---
id: locations
title: Azure DevOps Locations
sidebar_label: Locations
description: Documentation on Azure DevOps location integration
---
The Azure integration supports loading catalog entities from Azure DevOps.
Components can be added to
[static catalog configuration](../../features/software-catalog/configuration.md),
or registered with the
[catalog-import](https://github.com/backstage/backstage/tree/master/plugins/catalog-import)
plugin.
```yaml
integrations:
azure:
- host: dev.azure.com
token:
$env: AZURE_TOKEN
```
> Note: An Azure DevOps provider is added automatically at startup for
> convenience, so you only need to list it if you want to supply a
> [token](https://docs.microsoft.com/en-us/azure/devops/organizations/accounts/use-personal-access-tokens-to-authenticate).
The configuration is a structure with two elements:
- `host`: The DevOps host; only `dev.azure.com` is supported.
- `token` (optional): An personal access token as expected by Azure DevOps.
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---
id: locations
title: BitBucket Locations
sidebar_label: Locations
description: Documentation on BitBucket location integration
---
The BitBucket integration supports loading catalog entities from bitbucket.com
or a self-hosted BitBucket. Components can be added to
[static catalog configuration](../../features/software-catalog/configuration.md),
or registered with the
[catalog-import](https://github.com/backstage/backstage/tree/master/plugins/catalog-import)
plugin.
```yaml
integrations:
bitbucket:
- host: bitbucket.org
username:
$env: BITBUCKET_USERNAME
token:
$env: BITBUCKET_TOKEN
```
> Note: A public BitBucket provider is added automatically at startup for
> convenience, so you only need to list it if you want to supply a
> [token](https://confluence.atlassian.com/bitbucketserver/personal-access-tokens-939515499.html).
Directly under the `bitbucket` key is a list of provider configurations, where
you can list the BitBucket providers you want to fetch data from. Each entry is
a structure with up to four elements:
- `host`: The host of the BitBucket instance, e.g. `bitbucket.company.com`.
- `username`: The BitBucket username to use in API requests. If a username is
not supplied, anonymous access will be used.
- `token` (optional): An personal access token as expected by BitBucket. Either
an access token **or** a password may be supplied.
- `appPassword` (optional): The password for the BitBucket user. Either an
appPassword **or** an access token may be supplied.
- `apiBaseUrl` (optional): The URL of the GitLab API. For self-hosted
installations, it is commonly at `https://<host>/api/v4`. For gitlab.com, this
configuration is not needed as it can be inferred.
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---
id: discovery
title: GitHub Discovery
sidebar_label: Discovery
description: Documentation on GitHub organization discovery
---
The GitHub integration has a special discovery processor for discovering catalog
entities within a GitHub organization. The processor will crawl the GitHub
organization and register entities matching the configured path. This can be
useful as an alternative to static locations or manually adding things to the
catalog.
To use the discovery processor, you'll need a GitHub integration
[set up](locations.md) with a `GITHUB_TOKEN`. Then you can add a location target
to the catalog configuration:
```yaml
catalog:
locations:
- type: github-discovery
target: https://github.com/myorg/service-*/blob/main/catalog-info.yaml
```
Note the `github-discovery` type, as this is not a regular `url` processor.
The target is composed of three parts:
- The base organization URL, `https://github.com/myorg` in this case
- The repository blob to scan, which accepts \* wildcard tokens. This can simply
be `*` to scan all repositories in the organization. This example only looks
for repositories prefixed with `service-`.
- The path within each repository to find the catalog YAML file. This will
usually be `/blob/main/catalog-info.yaml`, `/blob/master/catalog-info.yaml` or
a similar variation for catalog files stored in the root directory of each
repository.
## GitHub API Rate Limits
GitHub
[rate limits](https://docs.github.com/en/rest/overview/resources-in-the-rest-api#rate-limiting)
API requests to 5,000 per hour (or more for Enterprise accounts). The default
Backstage catalog backend refreshes data every 100 seconds, which issues an API
request for each discovered location.
This means if you have more than ~140 catalog entities, you may get throttled by
rate limiting. This will soon be resolved once catalog refreshes make use of
ETags; to work around this in the meantime, you can change the refresh rate of
the catalog in your `packages/backend/src/plugins/catalog.ts` file.
This is true for any method of adding GitHub entities to the catalog, but
especially easy to hit with automatic discovery.
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---
id: locations
title: GitHub Locations
sidebar_label: Locations
description: Documentation on GitHub location integration
---
The GitHub integration supports loading catalog entities from github.com or
GitHub Enterprise. Components can be added to
[static catalog configuration](../../features/software-catalog/configuration.md),
registered with the
[catalog-import](https://github.com/backstage/backstage/tree/master/plugins/catalog-import)
plugin, or [discovered](discovery.md) from a GitHub organization. Users and
Groups can also be [loaded from an organization](org.md).
## Configuration
To use this integration, add configuration to your root `app-config.yaml`:
```yaml
integrations:
github:
- host: github.com
token:
$env: GITHUB_TOKEN
- host: ghe.example.net
apiBaseUrl: https://ghe.example.net/api/v3
rawBaseUrl: https://ghe.example.net/raw
token:
$env: GHE_TOKEN
```
> Note: A public GitHub provider is added automatically at startup for
> convenience, so you only need to list it if you want to supply a
> [token](https://docs.github.com/en/github/authenticating-to-github/creating-a-personal-access-token).
Directly under the `github` key is a list of provider configurations, where you
can list the various GitHub-compatible providers you want to be able to fetch
data from. Each entry is a structure with up to four elements:
- `host` (optional): The host of the location target that you want to match on.
The default host is `github.com`.
- `token` (optional): An authentication token as expected by GitHub. If
supplied, it will be passed along with all calls to this provider, both API
and raw. If it is not supplied, anonymous access will be used.
- `apiBaseUrl` (optional): If you want to communicate using the APIv3 method
with this provider, specify the base URL for its endpoint here, with no
trailing slash. Specifically when the target is GitHub, you can leave it out
to be inferred automatically. For a GitHub Enterprise installation, it is
commonly at `https://api.<host>` or `https://<host>/api/v3`.
- `rawBaseUrl` (optional): If you want to communicate using the raw HTTP method
with this provider, specify the base URL for its endpoint here, with no
trailing slash. Specifically when the target is public GitHub, you can leave
it out to be inferred automatically. For a GitHub Enterprise installation, it
is commonly at `https://api.<host>` or `https://<host>/api/v3`.
You need to supply either `apiBaseUrl` or `rawBaseUrl` or both (except for
public GitHub, for which we can infer them). The `apiBaseUrl` will always be
preferred over the other if a `token` is given, otherwise `rawBaseUrl` will be
preferred.
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---
id: locations
title: GitLab Locations
sidebar_label: Locations
description: Documentation on GitLab location integration
---
The GitLab integration supports loading catalog entities from gitlab.com or a
self-hosted GitLab. Components can be added to
[static catalog configuration](../../features/software-catalog/configuration.md),
or registered with the
[catalog-import](https://github.com/backstage/backstage/tree/master/plugins/catalog-import)
plugin.
```yaml
integrations:
gitlab:
- host: gitlab.com
token:
$env: GITLAB_TOKEN
```
> Note: A public GitLab provider is added automatically at startup for
> convenience, so you only need to list it if you want to supply a
> [token](https://docs.gitlab.com/ee/user/profile/personal_access_tokens.html).
Directly under the `gitlab` key is a list of provider configurations, where you
can list the GitLab providers you want to fetch data from. Each entry is a
structure with up to four elements:
- `host`: The host of the GitLab instance, e.g. `gitlab.company.com`.
- `token` (optional): An authentication token as expected by GitLab. If
supplied, it will be passed along with all calls to this provider, both API
and raw. If it is not supplied, anonymous access will be used.
- `apiBaseUrl` (optional): The URL of the GitLab API. For self-hosted
installations, it is commonly at `https://<host>/api/v4`. For gitlab.com, this
configuration is not needed as it can be inferred.
- `baseUrl` (optional): The base URL for this provider, e.g.
`https://gitlab.com`. If this is not provided, it is assumed to be
`https://{host}`.
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---
id: index
title: Integrations
sidebar_label: Overview
description: Documentation on Backstage Integrations
---
Integrations allow Backstage to read or publish data using external providers
- such as GitHub, GitLab, BitBucket, LDAP, or cloud providers.
## Configuration
Integration are configured at the root level of `app-config.yaml` since
integrations are used by many Backstage core features and other plugins.
Each key under `integrations` is a separate configuration for a single external
provider. Providers each have different configuration; here's an example of
configuration to use both GitHub and BitBucket:
```yaml
integrations:
github:
- host: github.com
token:
$env: GITHUB_TOKEN
bitbucket:
- host: bitbucket.org
username:
$env: BITBUCKET_USERNAME
appPassword:
$env: BITBUCKET_APP_PASSWORD
```
See documentation for each type of integration for full details on
configuration.
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}
],
"Integrations": [
"integrations/index",
{
"type": "subcategory",
"label": "GitHub",
"ids": ["integrations/github/org"]
"ids": [
"integrations/github/locations",
"integrations/github/discovery",
"integrations/github/org"
]
},
{
"type": "subcategory",
"label": "GitLab",
"ids": [
"integrations/gitlab/locations"
]
},
{
"type": "subcategory",
"label": "BitBucket",
"ids": [
"integrations/bitbucket/locations"
]
},
{
"type": "subcategory",
"label": "Azure DevOps",
"ids": [
"integrations/azure/locations"
]
},
{
"type": "subcategory",