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How to create serverless applications using AWS SAM

The AWS Serverless Application Model (AWS SAM) allows you to easily create and manage resources used in your serverless application using AWS CloudFormation. You can define your serverless application as a SAM template - a JSON or YAML configuration file that describes Lambda function, API endpoints and other resources in your application. Using a variety of nifty commands, you upload this template to CloudFormation, which in turn creates all the individual resources and groups them into a CloudFormation Stack for ease of management. When you update your SAM template, you will re-deploy the changes to this stack. AWS CloudFormation will take care of updating the individual resources for you.

The remainder of this document explains how to write SAM templates and deploy them via AWS CloudFormation.

Getting started with the SAM Template

Check out the latest specification for details on how to write a SAM template

You could also use the aws-sam-cli to get started

$ sam init --runtime python3.7

Packing Artifacts

Before you can deploy a SAM template, you should first upload your Lambda function code zip and API's OpenAPI File to S3. Set the CodeUri and DefinitionUri properties to the S3 URI of uploaded files. You can choose to do this manually or use aws cloudformation package CLI command to automate the task of uploading local artifacts to S3 bucket. The command returns a copy of your template, replacing references to local artifacts with S3 location where the command uploaded your artifacts.

To use this command, set CodeUri property to be the path to your source code folder/zip/jar and DefinitionUri property to be a path to your OpenAPI file, as shown in the example below

MyLambdaFunction:
    Type: AWS::Serverless::Function
    Properties:
        CodeUri: ./code
        ...

MyApi:
    Type: AWS::Serverless::Api
    Properties:
        DefinitionUri: ./specs/swagger.yaml
        ...

Run the following command to upload your artifacts to S3 and output a packaged template that can be readily deployed to CloudFormation.

$ aws cloudformation package \
    --template-file /path_to_template/template.yaml \
    --s3-bucket bucket-name \
    --s3-prefix appname/branchname/version \
    --output-template-file packaged-template.yaml

Or using the aws-sam-cli

$ sam package \
    --template-file /path_to_template/template.yaml \
    --s3-bucket bucket-name \
    --s3-prefix appname/branchname/version \
    --output-template-file packaged-template.yaml

The packaged template will look something like this:

MyLambdaFunction:
    Type: AWS::Serverless::Function
    Properties:
        CodeUri: s3://<mybucket>/<my-zipfile-path>
        ...

MyApi:
    Type: AWS::Serverless::Api
    Properties:
        DefinitionUri: s3://<mybucket>/<my-openapi-file-path>
        ...

Deploying to AWS CloudFormation

SAM template is deployed to AWS CloudFormation by creating a changeset using the SAM template followed by executing the changeset. Think of a ChangeSet as a diff between your current stack template and the new template that you are deploying. After you create a ChangeSet, you have the opportunity to examine the diff before executing it. Both the AWS Console and AWS CLI provide commands to create and execute a changeset.

Alternatively, you can use aws cloudformation deploy CLI command to deploy the SAM template. Under the hood it creates and executes a changeset and waits until the deployment completes. It also prints debugging hints when the deployment fails. Run the following command to deploy the packaged template to a stack called my-new-stack:

$ aws cloudformation deploy \
    --template-file /path_to_template/packaged-template.yaml \
    --stack-name my-new-stack \
    --capabilities CAPABILITY_IAM

Or using aws-sam-cli

$ sam deploy \
    --template-file /path_to_template/packaged-template.yaml \
    --stack-name my-new-stack \
    --capabilities CAPABILITY_IAM

Refer to the cloudformation documentation and samcli for more details.

Using Intrinsic Functions

CloudFormation provides handy functions that you can use to generate values at runtime. These are called Intrinsic Functions. Since SAM is deployed using CloudFormation, you can use these intrinsic functions within SAM as well. Here are some examples:

Dynamically set S3 location of Lambda function code zip

Transform: 'AWS::Serverless-2016-10-31'

# Parameters are CloudFormation features to pass input
# to your template when you create a stack
Parameters:
    BucketName:
        Type: String
    CodeKey:
        Type: String

Resources:
    MyFunction:
        Type: AWS::Serverless::Function
        Properties:
            Handler: index.handler
            Runtime: nodejs12.x
            CodeUri:
                # !Ref function allows you to fetch value 
                # of parameters and other resources at runtime
                Bucket: !Ref BucketName
                Key: !Ref CodeKey

Generate a different function name for each stack

Transform: 'AWS::Serverless-2016-10-31'

# Parameters are CloudFormation features to pass input
# to your template when you create a stack
Parameters:
    FunctionNameSuffix:
        Type: String
    
Resources:
    MyFunction:
        Type: AWS::Serverless::Function
        Properties:

            # !Sub performs string substitution
            FunctionName: !Sub "mylambda-${FunctionNameSuffix}"

            Handler: index.handler
            Runtime: nodejs12.x
            CodeUri: s3://bucket/key

Caveats:

ImportValue is partially supported

ImportValue allows one stack to refer to the value of properties from another stack. ImportValue is supported on most properties, except the very few that SAM needs to parse. The following properties are not supported:

  • RestApiId of AWS::Serverless::Function
  • Policies of AWS::Serverless::Function
  • StageName of AWS::Serverless::Api