Thursday, September 16, 2010

Web Deployment: Web.Config Transformation

Usually web applications go through a chain of server deployments before being finally being deployed to production environment. Some of these environments can be Developer box (Debug), QA Server, Staging/Pre-Production, Production (Release). While transitioning between these environments various settings of the web application residing in web.config file change, some of these settings can be items like application settings, connection strings, debug flags, web services end points etc.

VS10’s new web.config transformation model allows you to modify your web.config file in an automated fashion during deployment of your applications to various server environments. To help command line based deployments, Web.Config transformation is implemented as an MSBuild task behind the scene hence you can simply call it even outside of deployment realm.

I will try to go through below steps to explain web.config transformation in detail

  1. Creating a “Staging” Configuration on your developer box
  2. Adding a “Staging” Web.Config Transform file to your project
  3. Writing simple transforms to change developer box connection string settings into “Staging” environment settings
  4. Generating a new transformed web.config file for “Staging” environment from command line
  5. Generating a new transformed web.config file for “Staging” environment from VS UI
  6. Understanding various available web.config Transforms and Locators
  7. Using Web.config transformation toolset for config files in sub-folders within the project

Step 1: Creating a “Staging” Configuration on your developer box

Debug and Release build configurations are available by default within Visual Studio but if you would like to add more build configurations (for various server environments like “Dev”, “QA”, “Staging”, “Production” etc then you can do so by going to the Project menu Build --> Configuration Manager… Learn more about creating build configurations.

Step 2: Adding a “Staging” Web.Config Transform file to your project

One of the goals while designing web.config transformation was to make sure that the original runtime web.config file does not need to be modified to ensure that there would be no performance impacts and also to make sure that the design time syntax is not mixed with runtime syntax. To support this goal the concept of Configuration specific web.config files was introduced.

These web.config files follow a naming convention of web.configuration.config. For example the web.config files for various Visual Studio + Custom configurations will look as below:

web.config transform

Any new Web Application Project (WAP) created in VS10 will by default have Web.Debug.config and Web.Release.config files added to the project. If you add new configurations (e.g. “Staging”) or if you upgrade pre-VS10 projects to VS10 then you will have to issue a command to VS to generate the Configuration specific Transform files as needed.

To add configuration specific transform file (e.g. Web.Staging.Config) you can right click the original web.config file and click the context menu command “Add Config Transforms” as shown below:

Add Config Transforms

On clicking the “Add Config Transform” command VS10 will detect the configurations that do not have a transform associated with them and will automatically create the missing transform files. It will not overwrite an existing transform file. If you do not want a particular configuration transform file then you can feel free to delete it off.

Note: In case of VB Web Application Projects the web.configuration.config transform files will not be visible till you enable the hidden file views as shown below:

VB.net web.config Transform

The transform files are design time files only and will not be deployed or packaged by VS10. If you are going to xCopy deploy your web application it is advised that you should explicitly leave out these files from deployment just like you do with project (.csproj/.vbproj) or user (.user) files…

Note: These transform files should not be harmful even if deployed as runtime does not use them in any fashion and additionally ASP.NET makes sure that .config files are not browsable in any way.

Step 3: Writing simple transforms to change developer box connection string settings into “Staging” environment settings

Web.Config Transformation Engine is a simple XML Transformation Engine which takes a source file (your project’s original web.config file) and a transform file (e.g. web.staging.config) and produces an output file (web.config ready for staging environment).

The Transform file (e.g. web.staging.config ) needs to have XML Document Transform namespace registered at the root node as shown below:

xml version="1.0"?>
<configuration xmlns:xdt="http://schemas.microsoft.com/XML-Document-Transform">
configuration>

Note: The transform web.config file needs to be a well formed XML.

Inside the XML-Document-Transform namespace two new attributes are defined. These attributes are important to understand as they drive the XML Transformation Engine.

Transform – This attribute inside the Web.Staging.config informs the Transformation engine the way to modify web.config file for specific configuration (i.e. staging). Some examples of what Transforms can do are:

  • Replacing a node
  • Inserting a node
  • Delete a node
  • Removing Attributes
  • Setting Attributes

Locator – This attribute inside the web.staging.config helps the Transformation engine to exactly pin-point the web.config node that the transform from web.staging.config should be applied to. Some examples of what Locators can do are:

  • Match on value of a node’s attribute
  • Exact XPath of where to find a node
  • A condition match to find a node

Based on the above basic understanding let us try to transform connection string from original web.config file to match Staging environment’s connection string

Let us examine the original web.config file and identify the items to replace... Let’s assume that the original Web Config file’s connection string section looks as below:

xml version="1.0" encoding="UTF-8"?>
<configuration>
<connectionStrings>
<add name="personalDB"
connectionString="Server=DevBox; Database=personal; User Id=admin; password=P@ssw0rd" providerName="System.Data.SqlClient" />
<add name="professionalDB"
connectionString="Server=DevBox; Database=professional; User Id=admin; password=P@ssw0rd" providerName="System.Data.SqlClient" />
connectionStrings>
....
....
configuration>


NOTE: It is not advisable to keep connection string unencrypted in the web.config file, my example is just for demonstration purposes.

Let us assume that we would like to make following changes to web.config file when moving to staging environment

  • For “personalDB” we would like to change the connectionString to reflect Server=StagingBox, UserId=admin, passoword=StagingPersonalPassword”
  • For “professionalDB” we would like to change the connectionString to reflect Server=StagingBox, UserId=professional, passoword=StagingProfessionalPassword”

To make the above change happen we will have to open web.Staging.Config file and write the below piece of code

xml version="1.0"?>
<configuration xmlns:xdt="http://schemas.microsoft.com/XML-Document-Transform">
<connectionStrings>
<add name="personalDB"
connectionString="Server=StagingBox; Database=personal; User Id=admin; password=StagingPersonalPassword"
providerName="System.Data.SqlClient" xdt:Transform="Replace" xdt:Locator="Match(name)" />
<add name="professionalDB"
connectionString="Server=StagingBox; Database=professional; User Id=professional; password=StagingProfessionalPassword"
providerName="System.Data.SqlClient" xdt:Transform="Replace" xdt:Locator="Match(name)"/>
connectionStrings>
configuration>

The above syntax in web.staging.config has Transform and Locator attributes from the xdt namespace. If we analyze the connection string node syntax we can notice that the Transform used here is “Replace” which is instructing the Transformation Engine to Replace the entire node

Further if we notice the Locator used here is “Match” which is informing Transformation engine that among all the “configuration/connectionStrings/add” nodes that are found, pick up the node whose name attribute matches with the name attribute of node in web.Staging.config.

Also if you notice web.Staging.config does not contain anything else but the connectionStrings section (i.e. it does not have and various other sections that web.config file usually has, this is because of the fact that the Transformation Engine does not require a complete web.config file in web.staging.config. It does the merging for you thus saving you duplication of all the rest of the sections in web.config file.

Simplest Approach: If you do not mind replicating the entire web.config file in web.staging.config then you can certainly do so by copying the entire web.config content into web.staging.config and change the relevant nodes inside web.staging.config. In such a situation you will just have to put xdt:Transform="Replace" attribute on the topmost node (i.e. configuration) of web.staging.config. You will not need xdt:Locator attribute at all as you are replacing your entire web.config file with web.staging.config without Matching anything.

So far we have seen one Transform (i.e. Replace) and one Locator (i.e. Match), we will see various other Transforms and Locators further in the post but first let us understand how we can produce the Transformed web.config file for the Staging environment after using original web.config and web.staging.config

No comments:

Post a Comment