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Terraform

Terraform: How to Get Environment Variables

By Filip on 10/07/2024

Learn how to securely access and utilize environment variables within your Terraform configurations for dynamic and configurable infrastructure deployments.

Terraform: How to Get Environment Variables

Table of Contents

Introduction

This guide explains how to effectively use environment variables in your Terraform projects to create flexible and configurable infrastructure deployments. You'll learn how to define and access environment variables within your Terraform configurations, follow best practices for naming and handling sensitive information, and explore alternative methods for passing variables to Terraform. Additionally, we'll touch upon prioritizing variable definitions from different sources and introduce tools for managing environments in more complex scenarios.

Step-by-Step Guide

  1. Define environment variables: Start by defining the environment variables you want to use in your Terraform configuration. You can do this directly in your terminal or through a script. For example, to set an environment variable named TF_VAR_DATABASE_NAME, you would use:

    export TF_VAR_DATABASE_NAME="my-database"
  2. Access variables in Terraform: In your Terraform configuration files (e.g., main.tf), you can access these environment variables using the var data source. For instance, to retrieve the value of TF_VAR_DATABASE_NAME, you would use:

    resource "aws_rds_cluster" "example" {
      # ... other configurations ...
      database_name = data.terraform_remote_state.vpc.outputs.database_name
    }
  3. Variable naming convention: It's a common practice to prefix your environment variables with TF_VAR_ to clearly indicate that they are intended for Terraform. This helps avoid conflicts with other environment variables.

  4. Sensitive information: Avoid storing sensitive data like passwords or API keys directly in environment variables. Instead, consider using secure storage mechanisms like HashiCorp Vault or AWS Secrets Manager and fetch these secrets within your Terraform code.

  5. Alternative to environment variables: While environment variables offer a straightforward way to pass values to Terraform, you can also utilize other methods like:

    • Command-line arguments: Pass variables directly when running Terraform commands using the -var flag.
    • Variable files: Define variables in separate .tfvars files and load them during Terraform execution.
  6. Prioritize explicit definitions: If a variable is defined both as an environment variable and within a variable file or as a command-line argument, Terraform will prioritize the most explicit definition. The order of precedence is:

    • Command-line arguments
    • Variable definitions in .tfvars files
    • Environment variables
  7. Leverage tools for managing environments: For more complex scenarios with multiple environments (e.g., development, staging, production), consider using tools like Terragrunt or Terraform Cloud to streamline environment management and variable handling.

Code Example

This code demonstrates using environment variables in Terraform to configure an AWS EC2 instance. It defines environment variables for AWS region and instance type, then uses them in a Terraform configuration file to provision an EC2 instance with those settings. The code includes setting up the provider, defining the instance with variables, and fetching the latest Ubuntu AMI. Finally, it shows how to run the Terraform code. The example emphasizes using environment variables for simple configurations and suggests secure storage options for sensitive information and advanced tools for complex scenarios.

This example demonstrates how to use environment variables to configure an AWS EC2 instance.

1. Define Environment Variables:

export TF_VAR_AWS_REGION="us-west-2"
export TF_VAR_INSTANCE_TYPE="t2.micro"

2. Terraform Configuration (main.tf):

terraform {
  required_providers {
    aws = {
      source  = "hashicorp/aws"
      version = "~> 4.0"
    }
  }
}

provider "aws" {
  region = var.aws_region
}

resource "aws_instance" "example" {
  ami           = data.aws_ami.ubuntu.id
  instance_type = var.instance_type

  tags = {
    Name = "Example EC2 Instance"
  }
}

data "aws_ami" "ubuntu" {
  most_recent = true

  filter {
    name   = "name"
    values = ["ubuntu/images/hvm-ssd/ubuntu-focal-20.04-amd64-server-*"]
  }

  filter {
    name   = "virtualization-type"
    values = ["hvm"]
  }

  owners = ["099720109477"] # Canonical
}

variable "aws_region" {
  type = string
}

variable "instance_type" {
  type = string
}

Explanation:

  • We define two environment variables: TF_VAR_AWS_REGION and TF_VAR_INSTANCE_TYPE.
  • In the Terraform configuration, we access these variables using var.aws_region and var.instance_type.
  • The aws_instance resource uses these variables to define the region and instance type.

3. Running Terraform:

terraform init
terraform apply

Terraform will use the values from the environment variables to provision the EC2 instance.

Note: This is a basic example. For sensitive information, consider using secure storage mechanisms like HashiCorp Vault or AWS Secrets Manager. For complex scenarios, explore tools like Terragrunt or Terraform Cloud for enhanced environment management.

Additional Notes

  • Debugging: Use the terraform console and the var.<variable_name> syntax to inspect the values of your environment variables within a Terraform context. This helps in troubleshooting issues related to variable values.
  • .env files: Consider using a .env file (e.g., with the dotenv library) to manage environment variables, especially during development. This keeps your terminal cleaner and makes it easier to share environment configurations.
  • Security Considerations:
    • CI/CD Systems: When using environment variables in CI/CD pipelines, ensure your system securely injects these variables into the build environment.
    • OS-Level Security: Be mindful of how your operating system stores and exposes environment variables. Some mechanisms might persist environment variables even after a session ends, posing a security risk.
  • Variable Validation: Use the validation block within your variable definitions to enforce constraints on the values that can be assigned to environment variables. This helps prevent unexpected input and ensures data integrity.
  • Documentation: Clearly document the purpose and expected format of each environment variable used in your Terraform projects. This improves maintainability and helps others understand your infrastructure configuration.
  • Alternatives for Sensitive Data:
    • Terraform Cloud/Enterprise: Leverage the built-in secret management capabilities of Terraform Cloud or Terraform Enterprise for storing and accessing sensitive information.
  • Dynamic Variable Resolution: Remember that environment variables are resolved only once at the start of a Terraform run. If you need dynamic values that change during execution, explore other options like data sources or external providers.
  • State Files: While environment variables are not directly stored in Terraform state files, the values they influence might be reflected in the resources created or managed by Terraform.
  • Best Practices:
    • Consistency: Use a consistent naming convention for environment variables across your projects to improve readability and maintainability.
    • Modularity: For larger projects, consider using modules to encapsulate related resources and variables, promoting code reusability and organization.

These notes provide a more comprehensive understanding of using environment variables in Terraform, covering security, debugging, best practices, and alternative approaches.

Summary

This article provides a guide on effectively using environment variables within your Terraform projects.

Key takeaways:

  • Definition: Define environment variables directly in your terminal or through scripts using the export command. Prefix them with TF_VAR_ for clarity.
  • Access: Retrieve environment variable values in your Terraform configuration files using the var data source.
  • Security: Avoid storing sensitive information directly in environment variables. Utilize secure storage solutions like HashiCorp Vault or AWS Secrets Manager instead.
  • Alternatives: Explore alternative methods for passing values to Terraform, such as command-line arguments and variable files (.tfvars).
  • Precedence: Understand the order of precedence when a variable is defined through multiple methods (command-line arguments > .tfvars files > environment variables).
  • Management: For complex scenarios with multiple environments, leverage tools like Terragrunt or Terraform Cloud for streamlined environment and variable management.

Conclusion

By following the principles and examples outlined in this article, you can leverage environment variables to make your Terraform configurations more adaptable and maintainable. Remember to prioritize security, especially when dealing with sensitive data, and explore advanced tools like Terragrunt or Terraform Cloud for managing complex, multi-environment deployments. By incorporating these practices, you can streamline your infrastructure provisioning process and create more robust and scalable infrastructure deployments.

References

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