Environment Fleet Management - Fleet Plans - Rafay Product Documentation

Environments

The Environment Fleet Management feature provides a way to perform bulk operations across multiple environments in parallel. It is designed for scenarios where users manage many active environments and need consistent updates, visibility, and control at scale. Using fleet plans, users can define environment targets through filters (projects, templates, and labels), configure common actions such as variable updates, template version changes, or resource operations, and schedule these updates with controlled concurrency. This enables reliable, efficient, and trackable management of large environment fleets without manual intervention on individual environments.


New Fleet Plan

Use the Fleet Plans page to create and configure a new plan for managing multiple environments in parallel.

General Information

This section displays the basic details of the fleet plan provided during creation.


Operation Workflow

The Operation Workflow defines the sequence of operations or tasks that a fleet plan will execute on the selected environments. Operations can be configured step by step and support different lifecycle actions such as upgrading template versions, updating variables, or managing resources.

Step 1: Access the Operation Workflow Section

Available Operation Types

The following operation types are supported:

Note: Available only when all selected environments are derived from the same template.

Note: Available only when all selected environments are derived from the same template.

Single-Template vs Multi-Template Operations

These operations can only be executed when all target environments are based on a single template and version.

These operations work regardless of whether environments are based on one or multiple templates.

Step 2: Operation Configuration

Each operation supports the following fields:

After saving, operations appear in the Operation Workflow list.


Environment Filters

This section allows you to define which environments are included in the fleet plan by applying filters. The filtering works at three levels:

⚠️ Note: The operations list supports only a single environment template (ET)–based operation. This means only one template filter can be applied at a time.

Once the filters are selected:

The Target Environments table displays the final computed list of environments based on the applied filters, along with their labels, template name, and version.


Adding a Schedule

You can configure schedules for your fleet plan using the Add Schedule wizard. A schedule allows you to automatically deploy environments based on a defined frequency.

General

Frequency

Define how often the schedule should run:

Click Save

⚠️ Important: The system automatically uses a default batch size of 5 environments when processing deployments.

YAML and Form Options
In the Fleet Plan page, you can choose between two modes to define or update configurations:

When you click YAML, the editor opens up the raw YAML view of the Fleet Plan

Error Handling Between YAML and Form
If a user inputs incorrect or invalid information directly in the YAML, those errors may not automatically translate into the Form view.

In such cases, when switching back to the Form, a dialog box will appear indicating that the YAML contains errors that are not compatible with the form view.

Once operations are defined, click Save and Review Changes


Properties Page

Once a Fleet Plan is saved, users are redirected to the Properties page. This page provides a summary of the configuration defined in the plan.

The following details are displayed:


Run the Fleet

Click the Run button to start a fleet job. The job will then appear in the list with its execution details.

Job Overview

Clicking the eye icon in the Actions column opens the Job Overview page. This view provides detailed insights into the selected job run. The job execution summary provides a snapshot of resource statuses, including the total number of resources and their state. Supported states include:

A pie chart visualization and counters show the distribution across these states.

Once a job is successfully executed, the associated environments are updated based on the operations defined in the job. Users can then verify the Environments page to confirm the status of each applied action.