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LABADVANCED

Platform Self-Service, Templates & Integration

Author two real Backstage self-service templates for TaskFlow: one that bootstraps a new environment via Terraform and Ansible, one that ships Day-2 changes to a running environment. Configure GitHub, Kubernetes, monitoring, auth, and RBAC integration to complete the self-service platform.

60 minutes
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Lab Overview

🛠 Lab from the Platform Engineering Bootcamp. Used in Week 13. Bootcamp landing page: https://academy.tekanaid.com/bootcamps/platform-engineering-bootcamp Parent course(s):

  • Week 13: Backstage: Internal Developer Portal (slug: backstage-developer-portal)

Author two real Backstage software templates that turn the Terraform and Ansible automation from Weeks 11 and 12 into a self-service front door: a "Bootstrap TaskFlow Environment" template that provisions compute with Terraform and deploys the app with Ansible, and a "TaskFlow Day-2 Operations" template that ships version bumps and dependency patches to a running environment by re-running the same idempotent rolling-update playbook. Both templates publish real GitHub Actions workflow YAML and dispatch it via Backstage's built-in scaffolder actions.

You'll write template.yaml definitions with parameters and actions, generate real infra/ Terraform and .github/workflows/ files from a skeleton/ directory, use fetch:template, publish:github, and github:actions:dispatch actions, integrate Backstage with GitHub for repository visibility on taskflow-backend and taskflow-frontend, connect Kubernetes annotations to the real backend Deployment from Week 8, link Prometheus and Grafana dashboards, set up authentication with GitHub OAuth, and configure RBAC for team permissions.

This is a config-authoring lab: you write and validate the templates, workflows, and integration config that a platform team would commit to their Backstage instance (the one already running from this week's first two labs). Running either template for real would provision real AWS infrastructure and deploy real containers, exactly as already proven live in the Week 11 and Week 12 labs, so this lab validates workflow correctness with actionlint and yamllint rather than re-running that live provisioning cycle a third time.

What You'll Learn

Author two purpose-built self-service templates instead of one generic scaffolder, a bootstrap template and a Day-2 operations template

Write real Terraform and GitHub Actions workflow YAML that maps directly onto Week 11 and Week 12's proven infrastructure and deployment patterns

Use fetch:template, publish:github, and github:actions:dispatch actions in a template workflow

Integrate Backstage with GitHub to display repository information for the real TaskFlow components

Author Kubernetes annotations that match the real backend Deployment from Week 8 (no live cluster required)

Configure GitHub OAuth authentication and RBAC policies for team-based access control

Prerequisites

Week 13 prior Backstage labs (Backstage Setup and React Plugin) completed

GitHub account with organization or personal repos

Completion of modular-infrastructure-taskflow (Week 11) and taskflow-ansible-deployment (Week 12)

Familiarity with Kubernetes concepts (no live cluster required; you author annotations and configuration only)

Understanding of CI/CD workflows from Week 3

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