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© 2015 IBM Corporation
Introduction to
Microservices and Cloud Native
Application Architecture
David Currie, Senior Software Engineer
@dcurrie | david_currie@uk.ibm.com
Agenda
• What does it mean to be Cloud Native?
• Twelve Factor Apps
• What are Microservices?
• Developing and Deploying Microservices
1
What does it mean to be Cloud Native?
• Clean contract with underlying OS to ensure maximum
portability
• Scale elastically without significant changes to tooling,
architecture or development practices
• Resilient to inevitable failures in the infrastructure and
application
• Instrumented to provide both technical and business insight
• Utilize cloud services e.g. storage, queuing, caching, …
• Rapid and repeatable deployments to maximise agility
• Automated setup to minimize time and cost for new developers
2
Twelve Factor Apps
12factor.net
3
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• One codebase tracked in
revision control, many deploys
• Bluemix: utilize IBM Bluemix
DevOps Services or Cloud
Foundry deployment tools
(Urban Code Deploy, Gradle,
Jenkins, …)
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Explicitly declare and isolate
dependencies
• Typically platform dependent
e.g. npm, bundler or Liberty
feature manager
• Never rely on system-wide
dependencies
• Bluemix: buildpack adds
external dependencies
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Store config in the environment
• Separate config from source
• Avoid ‘config groups’
• Bluemix: applications
parameterized via system
provided and custom
environment variables
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Treat backing services as
attached resources
• Local and remote resources
should be treated identically
• Bluemix: same mechanism for
creating and binding to all
services (including custom user
provided)
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Strictly separate build and run
stages
• Bluemix: output of build and
staging is immutable container
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Execute the app as one or more
stateless processes
• Never rely on sticky sessions
• Bluemix: application instances
are stateless (state held by
services)
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Export services via port binding
• Bluemix: containers expose
HTTP port externalised via
route
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Scale out via the process model
• Individual VMs can only scale
vertically so far
• Stateless nature makes scaling
simple
• Bluemix: cf scale and auto-
scaling service
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Maximize robustness with fast
startup and graceful shutdown
• Application instances are
disposable
• Crash-only design is logical
conclusion
• Bluemix: architecture can
rapidly start and stop instances
but need to ensure the
application can respond
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Keep development, staging, and
production as similar as
possible
• Use the same backing services
in each environment
• Bluemix: use for every
environment
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Treat logs as event streams
• Don’t write to log files
• Bluemix: loggregator provides
event streams for applications;
can be drained to third-party log
management system
Twelve Factors
I. Codebase
II. Dependencies
III. Config
IV. Backing Services
V. Build, release, run
VI. Processes
VII.Port binding
VIII.Concurrency
IX. Disposability
X. Dev/prod parity
XI. Logs
XII.Admin processes
• Run admin/management tasks
as one-off processes
• E.g. database migrations or for
debugging
• Bluemix: push single-shot
applications bound to same
services
What are
Microservices?
16
Monolithic
Application
Monolithic
Application
Modularity
Monolithic
Application
Scaling
Monolithic
Application
Failing

Monolithic
Application
Failing

Monolithic
Application
Failed


Monolithic
Application
Update
Monolithic
Application
Revolution
Monolithic
Application
Develop
Microservices
Application
Microservices
Application
Interactions
Microservices
Application
Scaled
Microservices
Application
Evolution
Monolithic versus Microservices
Monolithic Microservice
Architecture Built as a single logical executable (typically
the server-side part of a three tier client-
server-database architecture)
Built as a suite of small services, each running
separately and communicating with lightweight
mechanisms
Modularity Based on language features Based on business capabilities
Agility Changes to the system involve building and
deploying a new version of the entire
application
Changes can be applied to each service
independently
Scaling Entire application scaled horizontally behind
a load-balancer
Each service scaled independently when needed
Implementation Typically written in one language Each service implemented in the language that
best fits the need
Maintainability Large code base intimidating to new
developers
Smaller code base easier to manage
Transaction ACID BASE
30
Microservice Challenges
• Greater operational complexity – more moving parts
• Devs need significant ops skills
• Service interfaces and versioning
• Duplication of effort across service implementations
• Additional complexity of creating a distributed system – network
latency, fault tolerance, serialization, …
• Designing decoupled non-transactional systems is hard
• Avoiding latency overhead of large numbers of small service
invocations
• Locating service instances
• Maintaining availability and consistency with partitioned data
• End-to-end testing
31
Developing and
Deploying
Microservices
32
Reducing Operational Complexity
• Platform-as-a-Service exists to remove the complexity of
deploying applications – the PaaS provider also handles the
complexity of managing and monitoring the infrastructure
• Cloud Foundry provides a consistent deployment mechanism
regardless of programming language
• Buildpacks ensure that applications are kept up-to-date with
new versions of the runtime and libraries
• Routing and load balancing handled by Cloud Foundry router
• Service dependencies are resolved at deployment time
• Repeatable deployment through IBM DevOps Services or CLI,
Maven/Gradle/Travis/Jenkins plugins (you can even run Jenkins
on Cloud Foundry!)
• Cloud Foundry V3 API to allow multiple processes per app
33
Service Discovery
• Within a Cloud Foundry environment, routes and the CF
router provide all that is needed to locate a service instance
• Cloud Controller manages distribution and availability of
application instances
• Blue-green deployments supported by binding multiple
application versions to the same route
• cf cups (create user provided service) provides a convenient
mechanism to inform one microservice of the route for a
microservice on which it is dependent
• Where instances of a microservice are deployed to multiple
Cloud Foundry environments, consider using a runtime registry
e.g. Eureka or highly-available data store e.g. etcd, consul or
Zookeeper
34
Communication Protocols
• Cloud Foundry currently only supports inbound HTTP
• Web sockets is an option in preference to long polling
• JSON may be the best fit for client facing services but consider
other options such as Apache Thrift or Google Protocol Buffers
where serialization efficiency is important
• Typically start with synchronous protocols and add
asynchronous (e.g. via MQ Light) where needed to support the
interaction style or performance goals
• Parallel invocation of downstream services may be required to
ensure responsiveness is maintained
• Consider using a reactive programming model (e.g. RxJava) or
Java 8’s CompletableFuture
35
Design for Failure
• Any service call could fail where failure could be anything from
an immediate error code to never returning – need to handle
that gracefully
• Emphasis on real-time monitoring of technical and business
metrics
• Application monitoring through Monitoring and Analytics service
or third-party service e.g. New Relic
• Gives insights which might not be uncovered in a monolithic
application
• Implement patterns from ‘Release It!’ e.g. via Netflix Hystrix
• Circuit Breaker – protect from downstream failures
• Bulkhead – limit resources that can be consumed
• Timeout
• Testing for failures: Simian Army
36
Questions?
37
Summary
• What does it mean to be Cloud Native?
• Twelve Factor Apps
• What are Microservices?
• Developing and Deploying Microservices
38
Thank You
Your Feedback is
Important!
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Conference CONNECT Attendee
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Notices and Disclaimers
Copyright © 2015 by International Business Machines Corporation (IBM). No part of this document may be reproduced or
transmitted in any form without written permission from IBM.
U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with
IBM.
Information in these presentations (including information relating to products that have not yet been announced by IBM) has been
reviewed for accuracy as of the date of initial publication and could include unintentional technical or typographical errors. IBM
shall have no responsibility to update this information. THIS DOCUMENT IS DISTRIBUTED "AS IS" WITHOUT ANY WARRANTY,
EITHER EXPRESS OR IMPLIED. IN NO EVENT SHALL IBM BE LIABLE FOR ANY DAMAGE ARISING FROM THE USE OF
THIS INFORMATION, INCLUDING BUT NOT LIMITED TO, LOSS OF DATA, BUSINESS INTERRUPTION, LOSS OF PROFIT
OR LOSS OF OPPORTUNITY. IBM products and services are warranted according to the terms and conditions of the
agreements under which they are provided.
Any statements regarding IBM's future direction, intent or product plans are subject to change or withdrawal without
notice.
Performance data contained herein was generally obtained in a controlled, isolated environments. Customer examples are
presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual
performance, cost, savings or other results in other operating environments may vary.
References in this document to IBM products, programs, or services does not imply that IBM intends to make such products,
programs or services available in all countries in which IBM operates or does business.
Workshops, sessions and associated materials may have been prepared by independent session speakers, and do not
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Introduction to Microservices and Cloud Native Application Architecture

  • 1. © 2015 IBM Corporation Introduction to Microservices and Cloud Native Application Architecture David Currie, Senior Software Engineer @dcurrie | david_currie@uk.ibm.com
  • 2. Agenda • What does it mean to be Cloud Native? • Twelve Factor Apps • What are Microservices? • Developing and Deploying Microservices 1
  • 3. What does it mean to be Cloud Native? • Clean contract with underlying OS to ensure maximum portability • Scale elastically without significant changes to tooling, architecture or development practices • Resilient to inevitable failures in the infrastructure and application • Instrumented to provide both technical and business insight • Utilize cloud services e.g. storage, queuing, caching, … • Rapid and repeatable deployments to maximise agility • Automated setup to minimize time and cost for new developers 2
  • 5. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • One codebase tracked in revision control, many deploys • Bluemix: utilize IBM Bluemix DevOps Services or Cloud Foundry deployment tools (Urban Code Deploy, Gradle, Jenkins, …)
  • 6. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Explicitly declare and isolate dependencies • Typically platform dependent e.g. npm, bundler or Liberty feature manager • Never rely on system-wide dependencies • Bluemix: buildpack adds external dependencies
  • 7. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Store config in the environment • Separate config from source • Avoid ‘config groups’ • Bluemix: applications parameterized via system provided and custom environment variables
  • 8. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Treat backing services as attached resources • Local and remote resources should be treated identically • Bluemix: same mechanism for creating and binding to all services (including custom user provided)
  • 9. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Strictly separate build and run stages • Bluemix: output of build and staging is immutable container
  • 10. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Execute the app as one or more stateless processes • Never rely on sticky sessions • Bluemix: application instances are stateless (state held by services)
  • 11. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Export services via port binding • Bluemix: containers expose HTTP port externalised via route
  • 12. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Scale out via the process model • Individual VMs can only scale vertically so far • Stateless nature makes scaling simple • Bluemix: cf scale and auto- scaling service
  • 13. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Maximize robustness with fast startup and graceful shutdown • Application instances are disposable • Crash-only design is logical conclusion • Bluemix: architecture can rapidly start and stop instances but need to ensure the application can respond
  • 14. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Keep development, staging, and production as similar as possible • Use the same backing services in each environment • Bluemix: use for every environment
  • 15. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Treat logs as event streams • Don’t write to log files • Bluemix: loggregator provides event streams for applications; can be drained to third-party log management system
  • 16. Twelve Factors I. Codebase II. Dependencies III. Config IV. Backing Services V. Build, release, run VI. Processes VII.Port binding VIII.Concurrency IX. Disposability X. Dev/prod parity XI. Logs XII.Admin processes • Run admin/management tasks as one-off processes • E.g. database migrations or for debugging • Bluemix: push single-shot applications bound to same services
  • 31. Monolithic versus Microservices Monolithic Microservice Architecture Built as a single logical executable (typically the server-side part of a three tier client- server-database architecture) Built as a suite of small services, each running separately and communicating with lightweight mechanisms Modularity Based on language features Based on business capabilities Agility Changes to the system involve building and deploying a new version of the entire application Changes can be applied to each service independently Scaling Entire application scaled horizontally behind a load-balancer Each service scaled independently when needed Implementation Typically written in one language Each service implemented in the language that best fits the need Maintainability Large code base intimidating to new developers Smaller code base easier to manage Transaction ACID BASE 30
  • 32. Microservice Challenges • Greater operational complexity – more moving parts • Devs need significant ops skills • Service interfaces and versioning • Duplication of effort across service implementations • Additional complexity of creating a distributed system – network latency, fault tolerance, serialization, … • Designing decoupled non-transactional systems is hard • Avoiding latency overhead of large numbers of small service invocations • Locating service instances • Maintaining availability and consistency with partitioned data • End-to-end testing 31
  • 34. Reducing Operational Complexity • Platform-as-a-Service exists to remove the complexity of deploying applications – the PaaS provider also handles the complexity of managing and monitoring the infrastructure • Cloud Foundry provides a consistent deployment mechanism regardless of programming language • Buildpacks ensure that applications are kept up-to-date with new versions of the runtime and libraries • Routing and load balancing handled by Cloud Foundry router • Service dependencies are resolved at deployment time • Repeatable deployment through IBM DevOps Services or CLI, Maven/Gradle/Travis/Jenkins plugins (you can even run Jenkins on Cloud Foundry!) • Cloud Foundry V3 API to allow multiple processes per app 33
  • 35. Service Discovery • Within a Cloud Foundry environment, routes and the CF router provide all that is needed to locate a service instance • Cloud Controller manages distribution and availability of application instances • Blue-green deployments supported by binding multiple application versions to the same route • cf cups (create user provided service) provides a convenient mechanism to inform one microservice of the route for a microservice on which it is dependent • Where instances of a microservice are deployed to multiple Cloud Foundry environments, consider using a runtime registry e.g. Eureka or highly-available data store e.g. etcd, consul or Zookeeper 34
  • 36. Communication Protocols • Cloud Foundry currently only supports inbound HTTP • Web sockets is an option in preference to long polling • JSON may be the best fit for client facing services but consider other options such as Apache Thrift or Google Protocol Buffers where serialization efficiency is important • Typically start with synchronous protocols and add asynchronous (e.g. via MQ Light) where needed to support the interaction style or performance goals • Parallel invocation of downstream services may be required to ensure responsiveness is maintained • Consider using a reactive programming model (e.g. RxJava) or Java 8’s CompletableFuture 35
  • 37. Design for Failure • Any service call could fail where failure could be anything from an immediate error code to never returning – need to handle that gracefully • Emphasis on real-time monitoring of technical and business metrics • Application monitoring through Monitoring and Analytics service or third-party service e.g. New Relic • Gives insights which might not be uncovered in a monolithic application • Implement patterns from ‘Release It!’ e.g. via Netflix Hystrix • Circuit Breaker – protect from downstream failures • Bulkhead – limit resources that can be consumed • Timeout • Testing for failures: Simian Army 36
  • 39. Summary • What does it mean to be Cloud Native? • Twelve Factor Apps • What are Microservices? • Developing and Deploying Microservices 38
  • 40. Thank You Your Feedback is Important! Access the InterConnect 2015 Conference CONNECT Attendee Portal to complete your session surveys from your smartphone, laptop or conference kiosk.
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Editor's Notes

  1. We start with the idea of a monolithic application such as the original Acme Air architecture that I showed earlier. We had a single web front end behind which sat a number of components providing capabilities such as authentication, session management, and customer records. These would all run in a single logical process, for example an application server.
  2. Modularity within the application is typically based on features of the programming language e.g. packages, modules, or OSGi bundles.
  3. In order to scale the application, we would simply create more instances of that process. There are several disadvantages to this technique. Firstly, it is not possible to scale the components independently. Perhaps the customer data access is resource intensive but, to allow for that, I have to scale the entire application.
  4. Secondly, as we shall see in more detail later, if one component fails…
  5. …, it is likely to take out the whole process, and if it fails in once process, …
  6. … it is likely to take out the whole process, and if it fails in once process, there’s a reasonable chance that it’s going to fail in all of the other processes.
  7. Even a small change to one component involves re-deploying the entire application. This becomes an inhibitor to performing frequent deploys.
  8. A monolithic architecture also implies a significant commitment to a particular architecture stack as changing technology decisions often entails a complete rewrite.
  9. Lastly, there is the impact of monolithic applications on the developer to consider: it is often difficult to scale development activities on a single tightly coupled codebase and it is difficult for new developers to get up to speed.
  10. In a microservices architecture, the application is broken apart in to independent functions organized around business capability. Each function becomes its own microservice. From Conway’s Law, this means that we should have small development teams, each focused around an individual service working independently from one another (Amazon’s two-pizza teams). Those teams can chose to use the technologies and programming languages most suited to the service that they are aiming to provide. In the Netflix case, that means that is it packaged as a single virtual server instance containing the runtime, code and any ancillary services as a single deployable unit. The image also exposes several common management and monitoring interfaces.
  11. Communication between microservices is typically REST based. Payload may be JSON or, where serialization efficiency is important, other options such as Apache Thrift or Google Protocol Buffers may be appropriate. Typically applications begin with synchronous communication but, depending on the interaction style, it may be appropriate to introduce asynchronous messaging. Due to the potential for large number of service interactions (in a typical customer facing application, a single front end invocation could spawn off 20-30 calls to services and data sources) parallel invocation may be required to keep latency to a minimum. Options here might include a reactive streams implementation such as Netflix’s RxJava or, for those using Java 8, CompletableFuture.
  12. Now, when we scale the application, we can scale up and down instances of each service independently. When a service fails, it can fail independently rather than causing the whole application to fail. Having lots of microservices brings it’s own challenges though. For example, you now need to be more rigorous about deployment. We also have to consider how the services will discover one another.
  13. Now, when we want to make an update, whether that’s a simple code change or a complete change of the technology stack, this can be achieved at the service level. We even have the option to perform canary testing, slowly migrating traffic to the new implementation until we’re ready to remove the old. v Having lots of microservices brings it’s own challenges though. For example, you now need to be more rigorous about deployment. We also have to consider how the services will find one another.