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helmfile/docs/environments.md
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yxxhero e703b15075 docs: restructure documentation and improve newcomer experience (#2573)
* feat: add --write-output flag to helmfile fetch for air-gapped environments

Add --write-output flag to helmfile fetch that outputs a modified
helmfile.yaml with chart references updated to point to downloaded
local chart paths. Combined with --output-dir, this enables preparing
all charts for deployment in air-gapped environments.

Usage:
  helmfile fetch --output-dir ./charts --write-output > helmfile-airgapped.yaml

Fixes #2571

Signed-off-by: yxxhero <yxxhero@users.noreply.github.com>
Signed-off-by: yxxhero <aiopsclub@163.com>

* docs: restructure documentation and improve newcomer experience

Split the monolithic index.md (1990 lines) into focused topic pages,
update mkdocs.yml navigation, and add missing documentation for
undocumented code features.

Structure changes:
- Extract configuration.md (helmfile.yaml reference)
- Extract cli.md (CLI commands and flags)
- Extract templating.md (template syntax and env vars)
- Extract environments.md (environment configuration)
- Extract releases.md (DAG, needs, selectors)
- Extract hooks.md (lifecycle hooks)
- Extract integrations.md (ArgoCD, Azure ACR, OCI)
- Slim index.md to ~270 line landing page with step-by-step tutorial

Newcomer improvements:
- Add 5-step Getting Started tutorial with explanations
- Reorganize nav: Getting Started now shows core learning path
  (Writing Helmfile → Values → Environments → Releases)
- Add Quick Reference table to configuration.md
- Simplify writing-helmfile.md title

Code-vs-docs gap fixes:
- Document 23 undocumented release fields (valuesTemplate,
  setTemplate, forceNamespace, adopt, trackMode, etc.)
- Document 6 undocumented helmDefaults fields (enableDNS,
  forceConflicts, skipRefresh, takeOwnership, etc.)
- Document print-env command and missing CLI flags
- Document kubectlApply hook field
- Document environment defaults field and merge order
- Document kubedogQPS/kubedogBurst advanced settings
- Document template partials (_*.tpl) auto-loading

Cleanup:
- Fix Docker image version from v0.156.0 to v1.1.0
- Fix heading nesting in advanced-features.md
- Update experimental-features.md with current features
- Fix broken cross-references and anchor links

Signed-off-by: yxxhero <aiopsclub@163.com>

* Revert changes to pkg/app from docs/restructure-and-improve branch

Signed-off-by: yxxhero <aiopsclub@163.com>

* docs: add create subcommand to README and CLI reference

Signed-off-by: yxxhero <aiopsclub@163.com>

---------

Signed-off-by: yxxhero <yxxhero@users.noreply.github.com>
Signed-off-by: yxxhero <aiopsclub@163.com>
2026-05-03 19:33:33 +08:00

333 lines
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Markdown

# Environments
## Environment
When you want to customize the contents of `helmfile.yaml` or `values.yaml` files per environment, use this feature.
You can define as many environments as you want under `environments` in `helmfile.yaml`.
`environments` section should be separated from `releases` with `---`.
The environment name defaults to `default`, that is, `helmfile sync` implies the `default` environment.
The selected environment name can be referenced from `helmfile.yaml` and `values.yaml.gotmpl` by `{{ .Environment.Name }}`.
If you want to specify a non-default environment, provide a `--environment NAME` flag to `helmfile` like `helmfile --environment production sync`.
The below example shows how to define a production-only release:
```yaml
environments:
default:
production:
---
releases:
- name: newrelic-agent
installed: {{ eq .Environment.Name "production" | toYaml }}
# snip
- name: myapp
# snip
```
### Environment Values
Helmfile supports 3 values languages :
- Straight yaml
- Go templates to generate straight yaml
- HCL
Environment Values allows you to inject a set of values specific to the selected environment, into `values.yaml` templates.
Use it to inject common values from the environment to multiple values files, to make your configuration DRY.
Suppose you have three files `helmfile.yaml`, `production.yaml` and `values.yaml.gotmpl`:
`helmfile.yaml`
```yaml
environments:
production:
values:
- production.yaml
---
releases:
- name: myapp
values:
- values.yaml.gotmpl
```
`production.yaml`
```yaml
domain: prod.example.com
releaseName: prod
```
`values.yaml.gotmpl`
```yaml
domain: {{ .Values | get "domain" "dev.example.com" }}
```
`helmfile sync` installs `myapp` with the value `domain=dev.example.com`,
whereas `helmfile --environment production sync` installs the app with the value `domain=prod.example.com`.
For even more flexibility, you can now use values declared in the `environments:` section in other parts of your helmfiles:
consider:
`default.yaml`
```yaml
domain: dev.example.com
releaseName: dev
```
```yaml
environments:
default:
values:
- default.yaml
production:
values:
- production.yaml # bare .yaml file, content will be used verbatim
- other.yaml.gotmpl # template directives with potential side-effects like `exec` and `readFile` will be honoured
---
releases:
- name: myapp-{{ .Values.releaseName }} # release name will be one of `dev` or `prod` depending on selected environment
values:
- values.yaml.gotmpl
- name: production-specific-release
# this release would be installed only if selected environment is `production`
installed: {{ eq .Values.releaseName "prod" | toYaml }}
...
```
#### HCL specifications
Since Helmfile v0.164.0, HCL language is supported for environment values only.
HCL values supports interpolations and sharing values across files
* Only `.hcl` suffixed files will be interpreted as is
* Helmfile supports 2 different blocks: `values` and `locals`
* `values` block is a shared block where all values are accessible everywhere in all loaded files
* `locals` block can't reference external values apart from the ones in the block itself, and where its defined values are only accessible in its local file
* Only values in `values` blocks are made available to the final root `.Values` (e.g : ` values { myvar = "var" }` is accessed through `{{ .Values.myvar }}`)
* There can only be 1 `locals` block per file
* Helmfile hcl `values` are referenced using the `hv` accessor.
* Helmfile hcl `locals` are referenced using the `local` accessor.
* When the same key is defined multiple times across imported `.hcl` files in `values` blocks, values from later files override those from earlier files (last file loaded wins). Map values are merged per key, while list values are replaced as a whole (i.e. not deep-merged). Mixed-types overrides (e.g. bool -> string) are supported (latest value/type wins).
* All cty [standard library functions](`https://pkg.go.dev/github.com/zclconf/go-cty@v1.14.3/cty/function/stdlib`) are available and custom functions could be created in the future
Consider the following example :
```terraform
# values1.hcl
locals {
hostname = "host1"
}
values {
domain = "DEV.EXAMPLE.COM"
hostnameV1 = "${local.hostname}.${lower(hv.domain)}" # "host1.dev.example.com"
}
```
```terraform
# values2.hcl
locals {
hostname = "host2"
}
values {
hostnameV2 = "${local.hostname}.${hv.domain}" # "host2.DEV.EXAMPLE.COM"
}
```
#### Note on Environment.Values vs Values
The `{{ .Values.foo }}` syntax is the recommended way of using environment values.
Prior to this [pull request](https://github.com/roboll/helmfile/pull/647), environment values were made available through the `{{ .Environment.Values.foo }}` syntax.
This is still working but is **deprecated** and the new `{{ .Values.foo }}` syntax should be used instead.
You can read more infos about the feature proposal [here](https://github.com/roboll/helmfile/issues/640).
### Environment Secrets
Environment Secrets *(not to be confused with Kubernetes Secrets)* are encrypted versions of `Environment Values`.
You can list any number of `secrets.yaml` files created using `helm secrets` or `sops`, so that
Helmfile could automatically decrypt and merge the secrets into the environment values.
First you must have the [helm-secrets](https://github.com/jkroepke/helm-secrets) plugin installed along with a
`.sops.yaml` file to configure the method of encryption (this can be in the same directory as your helmfile or
in the subdirectory containing your secrets files).
Then suppose you have a secret `foo.bar` defined in `environments/production/secrets.yaml`:
```yaml
foo.bar: "mysupersecretstring"
```
You can then encrypt it with `helm secrets enc environments/production/secrets.yaml`
Then reference that encrypted file in `helmfile.yaml`:
```yaml
environments:
production:
secrets:
- environments/production/secrets.yaml
---
releases:
- name: myapp
chart: mychart
values:
- values.yaml.gotmpl
```
Then the environment secret `foo.bar` can be referenced by the below template expression in your `values.yaml.gotmpl`:
```yaml
{{ .Values.foo.bar }}
```
#### Loading remote Environment secrets files
Since Helmfile v0.149.0, you can use `go-getter`-style URLs to refer to remote secrets files, the same way as in values files:
```yaml
environments:
staging:
secrets:
- git::https://{{ env "GITHUB_PAT" }}@github.com/org/repo.git@/environments/staging.secret.yaml?ref=main
- http://$HOSTNAME/artifactory/example-repo-local/test.tgz@environments/staging.secret.yaml
production:
secrets:
- git::https://{{ env "GITHUB_PAT" }}@github.com/org/repo.git@/environments/production.secret.yaml?ref=main
- http://$HOSTNAME/artifactory/example-repo-local/test.tgz@environments/production.secret.yaml
```
### Loading remote Environment values files
Since Helmfile v0.118.8, you can use `go-getter`-style URLs to refer to remote values files:
```yaml
environments:
cluster-azure-us-west:
values:
- git::https://git.company.org/helmfiles/global/azure.yaml?ref=master
- git::https://git.company.org/helmfiles/global/us-west.yaml?ref=master
- git::https://gitlab.com/org/repository-name.git@/config/config.test.yaml?ref=main # Public Gilab Repo
cluster-gcp-europe-west:
values:
- git::https://git.company.org/helmfiles/global/gcp.yaml?ref=master
- git::https://git.company.org/helmfiles/global/europe-west.yaml?ref=master
- git::https://ci:{{ env "CI_JOB_TOKEN" }}@gitlab.com/org/repository-name.git@/config.dev.yaml?ref={{ env "APP_COMMIT_SHA" }} # Private Gitlab Repo
staging:
values:
- git::https://{{ env "GITHUB_PAT" }}@github.com/[$GITHUB_ORGorGITHUB_USER]/repository-name.git@/values.dev.yaml?ref=main #Github Private repo
- http://$HOSTNAME/artifactory/example-repo-local/test.tgz@values.yaml #Artifactory url
---
releases:
- ...
```
Since Helmfile v0.158.0, support more protocols, such as: s3, https, http
```
values:
- s3::https://helm-s3-values-example.s3.us-east-2.amazonaws.com/values.yaml
- s3://helm-s3-values-example/subdir/values.yaml
- https://john:doe@helm-s3-values-example.s3.us-east-2.amazonaws.com/values.yaml
- http://helm-s3-values-example.s3.us-east-2.amazonaws.com/values.yaml
```
For more information about the supported protocols see: [go-getter Protocol-Specific Options](https://github.com/hashicorp/go-getter#protocol-specific-options-1).
This is particularly useful when you co-locate helmfiles within your project repo but want to reuse the definitions in a global repo.
### Environment values precedence
With the introduction of HCL, a new value precedence was introduced over environment values.
Here is the order of precedence from least to greatest (the last one overrides all others)
1. `yaml` / `yaml.gotmpl`
2. `hcl`
3. `yaml` secrets
Example:
---
```yaml
# values1.yaml
domain: "dev.example.com"
```
```terraform
# values2.hcl
values {
domain = "overdev.example.com"
env = "dev"
willBeOverridden = "override_me"
}
```
```terraform
# values3.hcl
values {
env = "local"
}
```
```yaml
# secrets.yml (assuming this one has been encrypted)
willBeOverridden: overridden
```
```
# helmfile.yaml.gotmpl
environments:
default:
values:
- values1.yaml
- values2.hcl
- values3.hcl
secrets:
- secrets.yml
---
releases:
- name: random-release
[...]
values:
domain: "{{ .Values.domain }}" # == "overdev.example.com"
env: "{{ .Values.env }}" # == "local"
willBeOverridden: "{{ .Values.willBeOverridden }}" # == "overridden"
```
### Environment defaults
In addition to `values`, environments support a `defaults` block that provides a separate layer of default values. These are merged **before** `values`, giving `values` higher priority:
```yaml
environments:
default:
defaults:
- cluster: dev
replicas: 1
values:
- replicas: 3
```
The merge order for environment values is:
```
┌─────────────────────────────────────────────────────────────────┐
│ 1. Environment defaults (merged first, lowest priority) │
│ 2. Environment values (yaml/yaml.gotmpl) │
│ 3. Environment values (HCL) │
│ 4. Environment secrets (non-HCL, decrypted) │
│ 5. CLI overrides (--state-values-set, --state-values-file) │
└─────────────────────────────────────────────────────────────────┘
```
In the example above, `{{ .Values.replicas }}` would be `3` (values overrides defaults) and `{{ .Values.cluster }}` would be `dev` (only defined in defaults).