Best practices for upgrading users to contexts

Overview

This guide summarizes what contexts are and describes best practices for upgrading your LaunchDarkly account and SDKs from users to contexts.

Contexts are the upgraded version of LaunchDarkly's existing "user" data objects. Previously, flags could only target users, which was limiting if you wanted to target organizations, devices, groups, or other entities. Contexts give you much more targeting flexibility. They let you create targeting rules for feature flags based on a variety of different information, including attributes pertaining to users, organizations, devices, and more. To learn more, read Contexts and segments.

Concepts

Before you use this guide, you should understand the following concepts.

Context kinds and attributes

Every context has a context kind. "User" is a common context kind, but you can create context kinds for nearly anything. Other common context kinds include "organization," "device," and "account." To learn more, read Context kinds.

Context attributes include all of the information about a context that LaunchDarkly can use in a feature flag evaluation. LaunchDarkly has the following built-in attributes for contexts: kind, key, name, and anonymous. While LaunchDarkly provides built-in attribute fields for you to fill in, the SDK does not automatically collect any information. If you want to target your contexts based on any built-in attributes, you must supply their values.

In addition to built-in attributes, you can create your own custom attributes according to your needs. To learn more, read Built-in attributes and Custom attributes.

Multi-contexts

When you evaluate a feature flag within your application, the flag's targeting rules can use information from one or more kinds of contexts. For example, you might evaluate a flag using only the "user" context. Or, you might evaluate a flag using both the "user" context and the "device" context simultaneously. We refer to evaluations with more than one context as a multi-context. To learn more, read Context attributes.

You can configure your SDKs to send multi-contexts to LaunchDarkly, or you can create multi-contexts when you use an SDK's identify method to associate two contexts together. To learn more, read Identifying and changing contexts.

Prerequisites

To complete this guide, you must have the following prerequisites:

• Access to a LaunchDarkly account with permission to edit flags.
• Access to the sections of your codebase that contain feature flags.

Migrating to contexts

To begin using contexts, you need to take the following steps:

1. Familiarize yourself with updated elements of the LaunchDarkly user interface (UI).
2. Update the Relay Proxy, if applicable
3. Update your custom roles, if applicable
4. Upgrade your SDKs
5. Choose your context kinds
6. Add contexts to your application code
7. Update your flag targeting
8. Review your experiments
9. Confirm that SDKs are sending contexts to LaunchDarkly
10. Remove legacy targeting from flags
11. Remove legacy attributes from SDKs

Each of these steps is explained in detail below.

Familiarize yourself with the LaunchDarkly UI

Some parts of the LaunchDarkly UI have changed to include contexts. Although much of the functionality is similar, there are some new features and sections.

The following sections of the UI are new or have changed:

• The flag Targeting tab, including:
  • Targeting rules
  • Percentage rollouts
  • Individual targeting
  • Bulk targeting
• The Contexts list, including:
  • The Context details page
  • The Context Kinds tab

Read about and learn how to navigate these sections before you update your flag targeting rules.

Update the Relay Proxy, if applicable

If you are using the LaunchDarkly Relay Proxy, you must update it to version 7.0 or later before you upgrade your SDKs. To learn more about upgrading, read the Relay Proxy 7.0.0 release notes.

If you’re not sure whether you should use the Relay Proxy and want to learn more, read Deciding whether to use the Relay Proxy.

Update your custom roles, if applicable

If you are using custom roles, any existing roles with permissions to delete users will be able to delete context instances. Specifically, the deleteUser action is automatically aliased to the deleteContextInstance action. If your existing roles with permission to delete users should not be able to delete context instances, you must update those existing roles.

If you are using custom roles and would like to specifically allow or disallow creating or updating context kinds, you can update your roles with the Context kind actions.

Upgrade your SDKs

You can only use contexts if your SDKs support them. If you are a new customer, use the latest version of the SDKs and make sure they support contexts. If you are an existing customer, you must upgrade your SDKs to the latest versions. For a list of SDKs that support contexts and links to their migration guides, read SDKs.

Upgrading your SDKs should be minimally disruptive, as the major changes include changing from "user" to "context" types, and changes to certain functionality like aliasing.

Not all SDKs support contexts at this time. If you are still using SDKs that do not support contexts, be sure those SDKs are not evaluating flags that target context kinds. Those SDKs will not be able to evaluate the flag rules properly. We are continually adding support for contexts to more SDKs, so if a particular SDK isn't supported yet, check back for updates.

Plan for features that are no longer supported

Some SDK functionality is changing as part of upgrading to contexts. For a full list of changing features, read your SDK's migration guide.

One significant feature change is that SDKs that support contexts no longer support user aliasing. Instead, if you want to associate two contexts with each other, you can identify a multi-context. To learn more, read Identifying and changing contexts.

Choose your context kinds

First, consider how you want to track and target your customers. "User" is the default context kind, and is automatically available for use. In addition to users, decide if you need to target particular organizations, businesses, locations, or account types. These categories will be your context kinds. You can add specific attributes later.

Some common context kinds include device, location, organization, and account type. You may already have a mental model of your "users" as stand-ins for other kinds of contexts. For example, if you have a custom user attribute of "organization" and you have many flags that target on that user attribute, you may want to create an "organization" context kind.

If you use experimentation, think about what context kinds you may want to run experiments on. You can target any context kind when building your experiment audience, as well as use certain context kinds as industry-standard randomization units. To learn more, read Allocating experiment audiences.

You may decide you don’t need additional context kinds beyond users. If that’s the case, we still encourage you to upgrade your SDK because doing so will give you more flexibility later. Even if you’re just tracking users, contexts allow you to more easily collect and store information about application IDs and application versions, as well as observe how your users are interacting with different parts of your app.

You don’t have to make any final decisions now. You can create context kinds ahead of time, in the LaunchDarkly UI, or when you evaluate flags. To learn more, read Context kinds.

Add contexts to your application code

First, follow the instructions in the SDK migration guides to update your client configuration and your variation and identify calls.

Then, consider if you want to customize your application metadata. You can view your default application metadata on a context's details page under "From source:" as context instance versions. To learn more, read The context details page.

In this example, this context's instance version is "NodeJSClient":

To learn how to customize your application metadata, read Application metadata configuration.

When to use multi-contexts

Think about when you want to use multi-contexts. For example, you may want to associate two user contexts, one logged in and one anonymous, into a multi-context. Or, you may want to sometimes target more broadly, such as everyone on an iPhone, and other times more closely, such as everyone on an iPhone in the eastern region with an Enterprise account type. In these cases, you may want to use multi-contexts.

For example, these multi-contexts have three contexts each:

• "user", with the attributes of "first name" and "last name"
• "organization" with an attribute of "name"
• "location" with an attribute of "city"

Here's an illustration:

This configuration allows you to target the user, organization, and location all together to ensure you serve the correct variation. This helps eliminate risk and ensure accuracy in complex deliveries.

To learn more, read Understanding context attributes.

Legacy user attributes

Any user attributes that were previously built-in and are no longer built-in for contexts (such as firstName, lastName, email, and so on) have become custom attributes. For any context kind other than "user," you must add the context kind and its associated attributes to your code base. Then, map existing attributes to one or more contexts.

For example:

• application-version on the user object becomes version on the "application" context kind
• store-id on the user object becomes key on the "store" context kind

Now, application-version and store-id are legacy attributes.

Here is an example of a user object:

{
  "user": {
    "key": "user-key-abc123",
    "name": "Sandy S",
    "firstName": "Sandy",
    "lastName": "Smith",
    "email": "sandy@example.com",
    "planType": "Enterprise",
    "isTrial": false,
    "hasConfiguredSSO": false,
    "environmentId": "environment-id-123abc",
    "memberId": "member-id-123abc",
    "accountId": "account-id-123abc",
    "organization": "Global Health Systems"
  }
}
COPY

That user object, if translated into a multi-context with kinds of "account," "owner," "environment," "member," and "user" looks like this:

{
  "kind": "multi",
  "account": {
    "key": "account-id-123abc",
    "planType": "Enterprise",
    "isTrial": false
  },
  "owner": {
    "key": "owner-key-123abc",
    "email": "sandy@example.com",
    "firstName": "Sandy",
    "lastName": "Smith"
  },
  "environment": {
    "key": "environment-id-123abc"
  },
  "member": {
    "key": "member-id-123abc",
    "email": "sandy@example.com",
    "hasConfiguredSSO": false
  },
  "user": {
    "key": "user-key-abc123",
    "name": "Sandy S",
    "firstName": "Sandy",
    "lastName": "Smith",
    "email": "sandy@example.com",
    "planType": "Enterprise",
    "isTrial": false,
    "hasConfiguredSSO": false,
    "signupDate": 1641496710527,
    "environmentId": "environment-id-123abc",
    "memberId": "member-id-123abc",
    "accountId": "account-id-123abc",
    "organization": "Global Health Systems"
  }
}
COPY

The legacy attributes are all retained under the "user" kind.

Each of your application teams should modify their SDKs to send a multi-context, containing the "user" context kind and whatever other context kinds you’re using.

In the "user" context, include all of your legacy attributes. Pass any other contexts with their newly defined attributes. This ensures that your feature flags can still evaluate your contexts using the "user" context and its legacy attributes, in case there are any issues with the new context kinds during testing.

Update your flag targeting

Update your flags' individual targeting, targeting rules, and any default rules that are a percentage rollout. You can update them manually or use a script from LaunchDarkly to automate some parts of the process.

Using a script to update flag targeting

LaunchDarkly has a script that can perform some flag migration tasks for you. The script can identify flags that are ready to migrate and create approval requests for the maintainers of those flags asking them to approve the needed changes.

The script is open source, so you can modify it to perform more complex tasks based on your requirements. To learn more, read the script's README.

Download the script on GitHub.

Updating flag targeting manually

Your existing individual targeting, targeting rules, and rollouts automatically default to the "user" context kind and its legacy attributes. For any flags that need to target or roll out to new context kinds, you must recreate the associated rule or redefine the default rule to target the appropriate context and attributes, as applicable.

Here is an example of a flag targeting the "state" attribute of a "location" context kind:

Prerequisite flags

If you use prerequisite flags, do not update a prerequisite flag for contexts until all of its dependent flags are ready to be updated for contexts. Although you can update them in any order, we recommend completing the migration of all a flag's dependent flags before updating the prerequisite flag. To learn more about prerequisite and dependent flag relationships, read Flag prerequisites.

Segments

Standard segments can target by multiple context kinds. Big Segments can target by only the "user" context kind. When contexts are no longer part of the EAP and are generally available, Big Segments will be able to target by any single context kind. To learn more, read Segments.

If you use segments, we recommend that you do not update a segment for contexts until all of the flags targeting that segment are ready to be updated for contexts. If you use standard segments with targeting rules, but not all related flags are ready to be updated yet, you can add new context targeting rules while keeping the segment's existing user targeting rules. Later, after you have updated all related flags for contexts, remove the segment's old user targeting rules.

Review your experiments

If you have decided to add new context kinds, you should review your running experiments to determine if they need changes. LaunchDarkly automatically updates any running experiments to target user kinds. However, if you decide to edit a flag's targeting rule to target a different context kind, you must start a new iteration of that experiment.

For new experiments, the flag can target any context kind when building your experimentation audience, and you can assign variations by any context kind that maps to an industry-standard randomization unit when you allocate your experiment’s traffic. To learn more, read Randomization units.

Confirm that your SDKs are sending contexts to LaunchDarkly

You can verify that you’re targeting contexts as you expect on the Contexts list. You should be able to filter by your new context kinds at the top of the list:

If your new context kinds don't appear at the top of the Contexts list as filter, your SDKs may not be set up correctly.

To learn more, read Filtering contexts.

You should also be able to look at individual context details pages to view the context's attributes and instances. To learn more, read The context details page.

Remove legacy targeting from flags

After you upgrade all of your SDKs to support contexts, you can remove your legacy rules and targeting from your flags, as well as any legacy default rules configured as rollouts.

You should only complete this step after all of the SDKs you use support contexts, and you have upgraded all of them to the latest versions. If you have any SDKs that don't support contexts yet or you haven't upgraded yet, your flag rules will not work with those SDKs.

If you're not ready to remove your legacy targeting yet, you can also "disable" them by adding a nonsense condition to the rule that will never match any users. However, this is a temporary solution and you should eventually remove the rule to keep your flags clean.

Remove legacy attributes from SDKs

After you have confirmed that your SDKs and flag rules are working correctly, you can remove any legacy attributes from your application code. You are now fully migrated to contexts.

Conclusion

In this guide, you learned about how to upgrade your SDKs and edit your feature flags to begin using contexts. Contexts give you greatly expanded flexibility to precisely target end users, devices, organizations, and other entities to meet your complex business needs. As you begin using contexts, don't hesitate to contact us with your feedback.