SRE stuff

How to check if a folder is used by services on Linux

You know that feeling when you’re spring cleaning your Linux system and spot that mysterious folder lurking around forever? Your finger hovers over the delete key, but something makes you pause. Smart move! Before removing any folder, wouldn’t it be nice to know if any services are actively using it? It’s like checking if someone’s sitting in a chair before moving it. Today, I’ll show you how to do that, and I promise to keep it simple and fun.

Why should you care?

You see, in the world of DevOps and SysOps, understanding which services are using your folders is becoming increasingly important. It’s like being a detective in your own system – you need to know what’s happening behind the scenes to avoid accidentally breaking things. Think of it as checking if the room is empty before turning off the lights!

Meet your two best friends lsof and fuser

Let me introduce you to two powerful tools that will help you become this system detective: lsof and fuser. They’re like X-ray glasses for your Linux system, letting you see invisible connections between processes and files.

The lsof command as your first tool

lsof stands for “list open files” (pretty straightforward, right?). Here’s how you can use it:

lsof +D /path/to/your/folder

This command is like asking, “Hey, who’s using stuff in this folder?” The system will then show you a list of all processes that are accessing files in that directory. It’s that simple!

Let’s break down what you’ll see:

  • COMMAND: The name of the program using the folder
  • PID: A unique number identifying the process (like its ID card)
  • USER: Who’s running the process
  • FD: File descriptor (don’t worry too much about this one)
  • TYPE: Type of file
  • DEVICE: Device numbers
  • SIZE/OFF: Size of the file
  • NODE: Inode number (system’s way of tracking files)
  • NAME: Path to the file

The fuser command as your second tool

Now, let’s meet fuser. It’s like lsof’s cousin, but with a different approach:

fuser -v /path/to/your/folder

This command shows you which processes are using the folder but in a more concise way. It’s perfect when you want a quick overview without too many details.

Examples

Let’s say you have a folder called /var/www/html and you want to check if your web server is using it:

lsof +D /var/www/html

You might see something like:

COMMAND  PID     USER   FD   TYPE DEVICE SIZE/OFF NODE NAME
apache2  1234    www-data  3r  REG  252,0   12345 67890 /var/www/html/index.html

This tells you that Apache is reading files from that folder, good to know before making any changes!

Pro tips and best practices

  • Always check before deleting When in doubt, it’s better to check twice than to break something once. It’s like looking both ways before crossing the street!
  • Watch out for performance The lsof +D command checks all subfolders too, which can be slow for large directories. For quicker checks of just the folder itself, you can use:
lsof +d /path/to/folder
  • Combine commands for better insights You can pipe these commands with grep for more specific searches:
lsof +D /path/to/folder | grep service_name

Troubleshooting common scenarios

Sometimes you might run these commands and get no output. Don’t panic! This usually means no processes are currently using the folder. However, remember that:

  • Some processes might open and close files quickly
  • You might need sudo privileges to see everything
  • System processes might be using files in ways that aren’t immediately visible

Conclusion

Understanding which services are using your folders is crucial in modern DevOps and SysOps environments. With lsof and fuser, you have powerful tools at your disposal to make informed decisions about your system’s folders.

Remember, the key is to always check before making changes. It’s better to spend a minute checking than an hour fixing it! These tools are your friends in maintaining a healthy and stable Linux system.

Quick reference

# Check folder usage with lsof
lsof +D /path/to/folder

# Quick check with fuser
fuser -v /path/to/folder

# Check specific service
lsof +D /path/to/folder | grep service_name

# Check folder without recursion
lsof +d /path/to/folder

The commands we’ve explored today are just the beginning of your journey into better Linux system management. As you become more comfortable with these tools, you’ll find yourself naturally integrating them into your daily DevOps and SysOps routines. They’ll become an essential part of your system maintenance toolkit, helping you make informed decisions and prevent those dreaded “Oops, I shouldn’t have deleted that” moments.

Being cautious with system modifications isn’t about being afraid to make changes,  it’s about making changes confidently because you understand what you’re working with. Whether you’re managing a single server or orchestrating a complex cloud infrastructure, these simple yet powerful commands will help you maintain system stability and peace of mind.

Keep exploring, keep learning, and most importantly, keep your Linux systems running smoothly. The more you practice these techniques, the more natural they’ll become. And remember, in the world of system administration, a minute of checking can save hours of troubleshooting!

How to ensure high availability for pods in Kubernetes

I was thinking the other day about these Kubernetes pods, and how they’re like little spaceships floating around in the cluster. But what happens if one of those spaceships suddenly vanishes? Poof! Gone! That’s a real problem. So I started wondering, how can we ensure our pods are always there, ready to do their job, even if things go wrong? It’s like trying to keep a juggling act going while someone’s moving the floor around you…

Let me tell you about this tool called Karpenter. It’s like a super-efficient hotel manager for our Kubernetes worker nodes, always trying to arrange the “guests” (our applications) most cost-effectively. Sometimes, this means moving guests from one room to another to save on operating costs. In Kubernetes terminology, we call this “consolidation.”

The dancing pods challenge

Here’s the thing: We have this wonderful hotel manager (Karpenter) who’s doing a fantastic job, keeping costs down by constantly optimizing room assignments. But what about our guests (the applications)? They might get a bit dizzy with all this moving around, and sometimes, their important work gets disrupted.

So, the question is: How do we keep our applications running smoothly while still allowing Karpenter to do its magic? It’s like trying to keep a circus performance going while the stage crew rearranges the set in the middle of the act.

Understanding the moving parts

Before we explore the solutions, let’s take a peek behind the scenes and see what happens when Karpenter decides to relocate our applications. It’s quite a fascinating process:

First, Karpenter puts up a “Do Not Disturb” sign (technically called a taint) on the node it wants to clear. Then, it finds new accommodations for all the applications. Finally, it carefully moves each application to its new location.

Think of it as a well-choreographed dance where each step must be perfectly timed to avoid any missteps.

The art of high availability

Now, for the exciting part, we have some clever tricks up our sleeves to ensure our applications keep running smoothly:

  1. The buddy system: The first rule of high availability is simple: never go it alone! Instead of running a single instance of your application, run at least two. It’s like having a backup singer, if one voice falters, the show goes on. In Kubernetes, we do this by setting replicas: 2 in our deployment configuration.
  2. Strategic placement: Here’s a neat trick: we can tell Kubernetes to spread our application copies across different physical machines. It’s like not putting all your eggs in one basket. We use something called “Pod Topology Spread Constraints” for this. Here’s how it looks in practice:
topologySpreadConstraints:
  - maxSkew: 1
    topologyKey: kubernetes.io/hostname
    whenUnsatisfiable: DoNotSchedule
    labelSelector:
      matchLabels:
        app: your-app
  1. Setting boundaries: Remember when your parents set rules about how many cookies you could eat? We do something similar in Kubernetes with PodDisruptionBudgets (PDB). We tell Kubernetes, “Hey, you must always keep at least 50% of my application instances running.” This prevents our hotel manager from getting too enthusiastic about rearranging things.
  2. The “Do Not Disturb” sign: For those special cases where we absolutely don’t want an application to be moved, we can put up a permanent “Do Not Disturb” sign using the karpenter.sh/do-not-disrupt: “true” annotation. It’s like having a VIP guest who gets to keep their room no matter what.

The complete picture

The beauty of this system lies in how all the pieces work together. Think of it as a safety net with multiple layers:

  • Multiple instances ensure basic redundancy.
  • Strategic placement keeps instances separated.
  • PodDisruptionBudgets prevent too many moves at once.
  • And when necessary, we can completely prevent disruption.

A real example

Let me paint you a picture. Imagine you’re running a critical web service. Here’s how you might set it up:

apiVersion: apps/v1
kind: Deployment
metadata:
  name: critical-web-service
spec:
  replicas: 2
  template:
    metadata:
      annotations:
        karpenter.sh/do-not-disrupt: "false"  # We allow movement, but with controls
    spec:
      topologySpreadConstraints:
        - maxSkew: 1
          topologyKey: kubernetes.io/hostname
          whenUnsatisfiable: DoNotSchedule
---
apiVersion: policy/v1
kind: PodDisruptionBudget
metadata:
  name: critical-web-service-pdb
spec:
  minAvailable: 50%
  selector:
    matchLabels:
      app: critical-web-service

The result

With these patterns in place, our applications become incredibly resilient. They can handle node failures, scale smoothly, and even survive Karpenter’s optimization efforts without any downtime. It’s like having a self-healing system that keeps your services running no matter what happens behind the scenes.

High availability isn’t just about having multiple copies of our application, it’s about thoughtfully designing how those copies are managed and maintained. By understanding and implementing these patterns, we are not just running applications in Kubernetes; we are crafting reliable, resilient services that can weather any storm.

The next time you deploy an application to Kubernetes, think about these patterns. They might just save you from that dreaded 3 AM wake-up call about your service being down!

How to mount AWS EFS on EKS for scalable storage solutions

Suppose you need multiple applications to share files seamlessly, without worrying about running out of storage space or struggling with complex configurations. That’s where AWS Elastic File System (EFS) comes in. EFS is a fully managed, scalable file system that multiple AWS services or containers can access. In this guide, we’ll take a simple yet comprehensive journey through the process of mounting AWS EFS to an Amazon Elastic Kubernetes Service (EKS) cluster. I’ll make sure to keep it straightforward, so you can follow along regardless of your Kubernetes experience.

Why use EFS with EKS?

Before we go into the details, let’s consider why using EFS in a Kubernetes environment is beneficial. Imagine you have multiple applications (pods) that all need to access the same data—like a shared directory of documents. Instead of replicating data for each application, EFS provides a centralized storage solution that can be accessed by all pods, regardless of which node they’re running on.

Here’s what makes EFS a great choice for EKS:

  • Shared Storage: Multiple pods across different nodes can access the same files at the same time, making it perfect for workloads that require shared access.
  • Scalability: EFS automatically scales up or down as your data needs change, so you never have to worry about manually managing storage limits.
  • Durability and Availability: AWS ensures that your data is highly durable and accessible across multiple Availability Zones (AZs), which means your applications stay resilient even if there are hardware failures.

Typical use cases for using EFS with EKS include machine learning workloads, content management systems, or shared file storage for collaborative environments like JupyterHub.

Prerequisites

Before we start, make sure you have the following:

  1. EKS Cluster: You need a running EKS cluster, and kubectl should be configured to access it.
  2. EFS File System: An existing EFS file system in the same AWS region as your EKS cluster.
  3. IAM Roles: Correct IAM roles and policies for your EKS nodes to interact with EFS.
  4. Amazon EFS CSI Driver: This driver must be installed in your EKS cluster.

How to mount AWS EFS on EKS

Let’s take it step by step, so by the end, you’ll have a working setup where your Kubernetes pods can use EFS for shared, scalable storage.

Create an EFS file system

To begin, navigate to the EFS Management Console:

  1. Create a New File System: Select the appropriate VPC and subnets—they should be in the same region as your EKS cluster.
  2. File System ID: Note the File System ID; you’ll use it later.
  3. Networking: Ensure that your security group allows inbound traffic from the EKS worker nodes. Think of this as permitting EKS to access your storage safely.

Set up IAM role for the EFS CSI driver

The Amazon EFS CSI driver manages the integration between EFS and Kubernetes. For this driver to work, you need to create an IAM role. It’s a bit like giving the CSI driver its set of keys to interact with EFS securely.

To create the role:

  1. Log in to the AWS Management Console and navigate to IAM.
  2. Create a new role and set up a custom trust policy:
{
   "Version": "2012-10-17",
   "Statement": [
       {
           "Effect": "Allow",
           "Principal": {
               "Federated": "arn:aws:iam::<account-id>:oidc-provider/oidc.eks.<region>.amazonaws.com/id/<oidc-provider-id>"
           },
           "Action": "sts:AssumeRoleWithWebIdentity",
           "Condition": {
               "StringLike": {
                   "oidc.eks.<region>.amazonaws.com/id/<oidc-provider-id>:sub": "system:serviceaccount:kube-system:efs-csi-*"
               }
           }
       }
   ]
}

Make sure to attach the AmazonEFSCSIDriverPolicy to this role. This step ensures that the CSI driver has the necessary permissions to manage EFS volumes.

Install the Amazon EFS CSI driver

You can install the EFS CSI driver using either the EKS Add-ons feature or via Helm charts. I recommend the EKS Add-on method because it’s easier to manage and stays updated automatically.

Attach the IAM role you created to the EFS CSI add-on in your cluster.

(Optional) Create an EFS access point

Access points provide a way to manage and segregate access within an EFS file system. It’s like having different doors to different parts of the same warehouse, each with its key and permissions.

  • Go to the EFS Console and select your file system.
  • Create a new Access Point and note its ID for use in upcoming steps.

Configure an IAM Policy for worker nodes

To make sure your EKS worker nodes can access EFS, attach an IAM policy to their role. Here’s an example policy:

{
   "Version": "2012-10-17",
   "Statement": [
       {
           "Effect": "Allow",
           "Action": [
               "elasticfilesystem:DescribeAccessPoints",
               "elasticfilesystem:DescribeFileSystems",
               "elasticfilesystem:ClientMount",
               "elasticfilesystem:ClientWrite"
           ],
           "Resource": "*"
       }
   ]
}

This ensures your nodes can create and interact with the necessary resources.

Create a storage class for EFS

Next, create a Kubernetes StorageClass to provision Persistent Volumes (PVs) dynamically. Here’s an example YAML file:

apiVersion: storage.k8s.io/v1
kind: StorageClass
metadata:
  name: efs-sc
provisioner: efs.csi.aws.com
parameters:
  fileSystemId: <file-system-id>
  directoryPerms: "700"
  basePath: "/dynamic_provisioning"
  ensureUniqueDirectory: "true"

Replace <file-system-id> with your EFS File System ID.

Apply the file:

kubectl apply -f efs-storage-class.yaml

Create a persistent volume claim (PVC)

Now, let’s request some storage by creating a PersistentVolumeClaim (PVC):

apiVersion: v1
kind: PersistentVolumeClaim
metadata:
  name: efs-pvc
spec:
  accessModes:
    - ReadWriteMany
  resources:
    requests:
      storage: 5Gi
  storageClassName: efs-sc

Apply the PVC:

kubectl apply -f efs-pvc.yaml

Use the EFS PVC in a pod

With the PVC created, you can now mount the EFS storage into a pod. Here’s a sample pod configuration:

apiVersion: v1
kind: Pod
metadata:
  name: efs-app
spec:
  containers:
  - name: app
    image: nginx
    volumeMounts:
    - mountPath: "/data"
      name: efs-volume
  volumes:
  - name: efs-volume
    persistentVolumeClaim:
      claimName: efs-pvc

Apply the configuration:

kubectl apply -f efs-pod.yaml

You can verify the setup by checking if the pod can access the mounted storage:

kubectl exec -it efs-app -- ls /data

A note on direct EFS mounting

You can mount EFS directly into pods without using a Persistent Volume (PV) or Persistent Volume Claim (PVC) by referencing the EFS file system directly in the pod’s configuration. This approach simplifies the setup but offers less flexibility compared to using dynamic provisioning with a StorageClass. Here’s how you can do it:

apiVersion: v1
kind: Pod
metadata:
  name: efs-mounted-app
  labels:
    app: efs-example
spec:
  containers:
  - name: nginx-container
    image: nginx:latest
    volumeMounts:
    - name: efs-storage
      mountPath: "/shared-data"
  volumes:
  - name: efs-storage
    csi:
      driver: efs.csi.aws.com
      volumeHandle: <file-system-id>
      readOnly: false

Replace <file-system-id> with your EFS File System ID. This method works well for simpler scenarios where direct access is all you need.

Final remarks

Mounting EFS to an EKS cluster gives you a powerful, shared storage solution for Kubernetes workloads. By following these steps, you can ensure that your applications have access to scalable, durable, and highly available storage without needing to worry about complex management or capacity issues.

As you can see, EFS acts like a giant, shared repository that all your applications can tap into. Whether you’re working on machine learning projects, collaborative tools, or any workload needing shared data, EFS and EKS together simplify the whole process.

Now that you’ve walked through mounting EFS on EKS, think about what other applications could benefit from this setup. It’s always fascinating to see how managed services can help reduce the time you spend on the nitty-gritty details, letting you focus on building great solutions.

How many pods fit on an AWS EKS node?

Managing Kubernetes workloads on AWS EKS (Elastic Kubernetes Service) is much like managing a city, you need to know how many “tenants” (Pods) you can fit into your “buildings” (EC2 instances). This might sound straightforward, but a bit more is happening behind the scenes. Each type of instance has its characteristics, and understanding the limits is key to optimizing your deployments and avoiding resource headaches.

Why Is there a pod limit per node in AWS EKS?

Imagine you want to deploy several applications as Pods across several instances in AWS EKS. You might think, “Why not cram as many as possible onto each node?” Well, there’s a catch. Every EC2 instance in AWS has a limit on networking resources, which ultimately determines how many Pods it can support.

Each EC2 instance has a certain number of Elastic Network Interfaces (ENIs), and each ENI can hold a certain number of IPv4 addresses. But not all these IP addresses are available for Pods, AWS reserves some for essential services like the AWS CNI (Container Network Interface) and kube-proxy, which helps maintain connectivity and communication across your cluster.

Think of each ENI like an apartment building, and the IPv4 addresses as individual apartments. Not every apartment is available to your “tenants” (Pods), because AWS keeps some for maintenance. So, when calculating the maximum number of Pods for a specific instance type, you need to take this into account.

For example, a t3.medium instance has a maximum capacity of 17 Pods. A slightly bigger t3.large can handle up to 35 Pods. The difference depends on the number of ENIs and how many apartments (IPv4 addresses) each ENI can hold.

Formula to calculate Max pods per EC2 instance

To determine the maximum number of Pods that an instance type can support, you can use the following formula:

Max Pods = (Number of ENIs × IPv4 addresses per ENI) – Reserved IPs

Let’s apply this to a t2.medium instance:

  • Number of ENIs: 3
  • IPv4 addresses per ENI: 6

Using these values, we get:

Max Pods = (3 × 6) – 1

Max Pods = 18 – 1

Max Pods = 17

So, a t2.medium instance in EKS can support up to 17 Pods. It’s important to understand that this number isn’t arbitrary, it reflects the way AWS manages networking to keep your cluster running smoothly.

Why does this matter?

Knowing the limits of your EC2 instances can be crucial when planning your Kubernetes workloads. If you exceed the maximum number of Pods, some of your applications might fail to deploy, leading to errors and downtime. On the other hand, choosing an instance that’s too large might waste resources, costing you more than necessary.

Suppose you’re running a city, and you need to decide how many tenants each building can support comfortably. You don’t want buildings overcrowded with tenants, nor do you want them half-empty. Similarly, you need to find the sweet spot in AWS EKS, enough Pods to maximize efficiency, but not so many that your node runs out of resources.

The apartment analogy

Consider an m5.large instance. Let’s say it has 4 ENIs, and each ENI can support 10 IP addresses. But, AWS reserves a few apartments (IPv4 addresses) in each building (ENI) for maintenance staff (essential services). Using our formula, we can estimate how many Pods (tenants) we can fit.

  • Number of ENIs: 4
  • IPv4 addresses per ENI: 10

Max Pods = (4 × 10) – 1

Max Pods = 40 – 1

Max Pods = 39

So, an m5.large can support 39 Pods. This limit helps ensure that the building (instance) doesn’t get overwhelmed and that the essential services can function without issues.

Automating the Calculation

Manually calculating these limits can be tedious, especially if you’re managing multiple instance types or scaling dynamically. Thankfully, AWS provides tools and scripts to help automate these calculations. You can use the kubectl describe node command to get insights into your node’s capacity or refer to AWS documentation for Pod limits by instance type. Automating this step saves time and helps you avoid deployment issues.

Best practices for scaling

When planning the architecture of your EKS cluster, consider these best practices:

  • Match instance type to workload needs: If your application requires many Pods, opt for an instance type with more ENIs and IPv4 capacity.
  • Consider cost efficiency: Sometimes, using fewer large instances can be more cost-effective than using many smaller ones, depending on your workload.
  • Leverage autoscaling: AWS allows you to set up autoscaling for both your Pods and your nodes. This can help ensure that you have the right amount of capacity during peak and off-peak times without manual intervention.

Key takeaways

Understanding the Pod limits per EC2 instance in AWS EKS is more than just a calculation, it’s about ensuring your Kubernetes workloads run smoothly and efficiently. By thinking of ENIs as buildings and IP addresses as apartments, you can simplify the complexity of AWS networking and better plan your deployments.

Like any good city planner, you want to make sure there’s enough room for everyone, but not so much that you’re wasting space. AWS gives you the tools, you just need to know how to use them.

Helm or Kustomize for deploying to Kubernetes?

Choosing the right tool for continuous deployments is a big decision. It’s like picking the right vehicle for a road trip. Do you go for the thrill of a sports car or the reliability of a sturdy truck? In our world, the “cargo” is your application, and we want to ensure it reaches its destination smoothly and efficiently.

Two popular tools for this task are Helm and Kustomize. Both help you manage and deploy applications on Kubernetes, but they take different approaches. Let’s dive in, explore how they work, and help you decide which one might be your ideal travel buddy.

What is Helm?

Imagine Helm as a Kubernetes package manager, similar to apt or yum if you’ve worked with Linux before. It bundles all your application’s Kubernetes resources (like deployments, services, etc.) into a neat Helm chart package. This makes installing, upgrading, and even rolling back your application straightforward.

Think of a Helm chart as a blueprint for your application’s desired state in Kubernetes. Instead of manually configuring each element, you have a pre-built plan that tells Kubernetes exactly how to construct your environment. Helm provides a command-line tool, helm, to create these charts. You can start with a basic template and customize it to suit your needs, like a pre-fabricated house that you can modify to match your style. Here’s what a typical Helm chart looks like:

mychart/
  Chart.yaml        # Describes the chart
  templates/        # Contains template files
    deployment.yaml # Template for a Deployment
    service.yaml    # Template for a Service
  values.yaml       # Default configuration values

Helm makes it easy to reuse configurations across different projects and share your charts with others, providing a practical way to manage the complexity of Kubernetes applications.

What is Kustomize?

Now, let’s talk about Kustomize. Imagine Kustomize as a powerful customization tool for Kubernetes, a versatile toolkit designed to modify and adapt existing Kubernetes configurations. It provides a way to create variations of your deployment without having to rewrite or duplicate configurations. Think of it as having a set of advanced tools to tweak, fine-tune, and adapt everything you already have. Kustomize allows you to take a base configuration and apply overlays to create different variations for various environments, making it highly flexible for scenarios like development, staging, and production.

Kustomize works by applying patches and transformations to your base Kubernetes YAML files. Instead of duplicating the entire configuration for each environment, you define a base once, and then Kustomize helps you apply environment-specific changes on top. Imagine you have a basic configuration, and Kustomize is your stencil and spray paint set, letting you add layers of detail to suit different environments while keeping the base consistent. Here’s what a typical Kustomize project might look like:

base/
  deployment.yaml
  service.yaml

overlays/
  dev/
    kustomization.yaml
    patches/
      deployment.yaml
  prod/
    kustomization.yaml
    patches/
      deployment.yaml

The structure is straightforward: you have a base directory that contains your core configurations, and an overlays directory that includes different environment-specific customizations. This makes Kustomize particularly powerful when you need to maintain multiple versions of an application across different environments, like development, staging, and production, without duplicating configurations.

Kustomize shines when you need to maintain variations of the same application for multiple environments, such as development, staging, and production. This helps keep your configurations DRY (Don’t Repeat Yourself), reducing errors and simplifying maintenance. By keeping base definitions consistent and only modifying what’s necessary for each environment, you can ensure greater consistency and reliability in your deployments.

Helm vs Kustomize, different approaches

Helm uses templating to generate Kubernetes manifests. It takes your chart’s templates and values, combines them, and produces the final YAML files that Kubernetes needs. This templating mechanism allows for a high level of flexibility, but it also adds a level of complexity, especially when managing different environments or configurations. With Helm, the user must define various parameters in values.yaml files, which are then injected into templates, offering a powerful but sometimes intricate method of managing deployments.

Kustomize, by contrast, uses a patching approach, starting from a base configuration and applying layers of customizations. Instead of generating new YAML files from scratch, Kustomize allows you to define a consistent base once, and then apply overlays for different environments, such as development, staging, or production. This means you do not need to maintain separate full configurations for each environment, making it easier to ensure consistency and reduce duplication. Kustomize’s patching mechanism is particularly powerful for teams looking to maintain a DRY (Don’t Repeat Yourself) approach, where you only change what’s necessary for each environment without affecting the shared base configuration. This also helps minimize configuration drift, keeping environments aligned and easier to manage over time.

Ease of use

Helm can be a bit intimidating at first due to its templating language and chart structure. It’s like jumping straight onto a motorcycle, whereas Kustomize might feel more like learning to ride a bike with training wheels. Kustomize is generally easier to pick up if you are already familiar with standard Kubernetes YAML files.

Packaging and reusability

Helm excels when it comes to packaging and distributing applications. Helm charts can be shared, reused, and maintained, making them perfect for complex applications with many dependencies. Kustomize, on the other hand, is focused on customizing existing configurations rather than packaging them for distribution.

Integration with kubectl

Both tools integrate well with Kubernetes’ command-line tool, kubectl. Helm has its own CLI, helm, which extends kubectl capabilities, while Kustomize can be directly used with kubectl via the -k flag.

Declarative vs. Imperative

Kustomize follows a declarative mode, you describe what you want, and it figures out how to get there. Helm can be used both declaratively and imperatively, offering more flexibility but also more complexity if you want to take a hands-on approach.

Release history management

Helm provides built-in release management, keeping track of the history of your deployments so you can easily roll back to a previous version if needed. Kustomize lacks this feature, which means you need to handle versioning and rollback strategies separately.

CI/CD integration

Both Helm and Kustomize can be integrated into your CI/CD pipelines, but their roles and strengths differ slightly. Helm is frequently chosen for its ability to package and deploy entire applications. Its charts encapsulate all necessary components, making it a great fit for automated, repeatable deployments where consistency and simplicity are key. Helm also provides versioning, which allows you to manage releases effectively and roll back if something goes wrong, which is extremely useful for CI/CD scenarios.

Kustomize, on the other hand, excels at adapting deployments to fit different environments without altering the original base configurations. It allows you to easily apply changes based on the environment, such as development, staging, or production, by layering customizations on top of the base YAML files. This makes Kustomize a valuable tool for teams that need flexibility across multiple environments, ensuring that you maintain a consistent base while making targeted adjustments as needed.

In practice, many DevOps teams find that combining both tools provides the best of both worlds: Helm for packaging and managing releases, and Kustomize for environment-specific customizations. By leveraging their unique capabilities, you can build a more robust, flexible CI/CD pipeline that meets the diverse needs of your application deployment processes.

Helm and Kustomize together

Here’s an interesting twist: you can use Helm and Kustomize together! For instance, you can use Helm to package your base application, and then apply Kustomize overlays for environment-specific customizations. This combo allows for the best of both worlds, standardized base configurations from Helm and flexible customizations from Kustomize.

Use cases for combining Helm and Kustomize

  • Environment-Specific customizations: Use Kustomize to apply environment-specific configurations to a Helm chart. This allows you to maintain a single base chart while still customizing for development, staging, and production environments.
  • Third-Party Helm charts: Instead of forking a third-party Helm chart to make changes, Kustomize lets you apply those changes directly on top, making it a cleaner and more maintainable solution.
  • Secrets and ConfigMaps management: Kustomize allows you to manage sensitive data, such as secrets and ConfigMaps, separately from Helm charts, which can help improve both security and maintainability.

Final thoughts

So, which tool should you choose? The answer depends on your needs and preferences. If you’re looking for a comprehensive solution to package and manage complex Kubernetes applications, Helm might be the way to go. On the other hand, if you want a simpler way to tweak configurations for different environments without diving into templating languages, Kustomize may be your best bet.

My advice? If the application is for internal use within your organization, use Kustomize. If the application is to be distributed to third parties, use Helm.

Traffic Control in AWS VPC with Security Groups and NACLs

In AWS, Security Groups and Network ACLs (NACLs) are the core tools for controlling inbound and outbound traffic within Virtual Private Clouds (VPCs). Think of them as layers of security that, together, help keep your resources safe by blocking unwanted traffic. While they serve a similar purpose, each works at a different level and has distinct features that make them effective when combined.

1. Security Groups as room-level locks

Imagine each instance or resource within your VPC is like a room in a house. A Security Group acts as the lock on each of those doors. It controls who can get in and who can leave and remembers who it lets through so it doesn’t need to keep asking. Security Groups are stateful, meaning they keep track of allowed traffic, both inbound and outbound.

Key Features

  • Stateful behavior: If traffic is allowed in one direction (e.g., HTTP on port 80), it automatically allows the response in the other direction, without extra rules.
  • Instance-Level application: Security Groups apply directly to individual instances, load balancers, or specific AWS services (like RDS).
  • Allow-Only rules: Security Groups only have “allow” rules. If a rule doesn’t permit traffic, it’s blocked by default.

Example

For a database instance on RDS, you might configure a Security Group that allows incoming traffic only on port 3306 (the default port for MySQL) and only from instances within your backend Security Group. This setup keeps the database shielded from any other traffic.

2. Network ACLs as property-level gates

If Security Groups are like room locks, NACLs are more like the gates around a property. They filter traffic at the subnet level, screening everything that tries to get in or out of that part of the network. NACLs are stateless, so they don’t keep track of traffic. If you allow inbound traffic, you’ll need a separate rule to permit outbound responses.

Key Features

  • Stateless behavior: Traffic allowed in one direction doesn’t mean it’s automatically allowed in the other. Each direction needs explicit permission.
  • Subnet-Level application: NACLs apply to entire subnets, meaning they cover all resources within that network layer.
  • Allow and Deny rules: Unlike Security Groups, NACLs allow both “allow” and “deny” rules, giving you more granular control over what traffic is permitted or blocked.

Example

For a public-facing web application, you might configure a NACL to block any IPs outside a specific range or region, adding a layer of protection before traffic even reaches individual instances.

Best practices for using security groups and NACLs together

Combining Security Groups and NACLs creates a multi-layered security setup known as defense in depth. This way, if one layer misconfigures, the other provides a safety net.

Use security groups as your first line of defense

Since Security Groups are stateful and work at the instance level, they should define specific rules tailored to each resource. For example, allow only HTTP/HTTPS traffic for frontend instances, while backend instances only accept requests from the frontend Security Group.

Reinforce with NACLs for subnet-level control

NACLs are stateless and ideal for high-level filtering, such as blocking unwanted IP ranges. For example, you might use a NACL to block all traffic from certain geographic locations, enhancing protection before traffic even reaches your Security Groups.

Apply NACLs for public traffic control

If your application receives public traffic, use NACLs at the subnet level to segment untrusted traffic, keeping unwanted visitors at bay. For example, you could configure NACLs to block all ports except those explicitly needed for public access.

Manage NACL rule order carefully

Remember that NACLs evaluate traffic based on rule order. Rules with lower numbers are prioritized, so keep your most restrictive rules first to ensure they’re applied before others.

Applying layered security in a Three-Tier architecture

Imagine a three-tier application with frontend, backend, and database layers, each in its subnet within a VPC. Here’s how you could use Security Groups and NACLs:

Security Groups

  • Frontend: Security Group allows inbound traffic on ports 80 and 443 from any IP.
  • Backend: Security Group allows traffic only from the frontend Security Group, for example, on port 8080.
  • Database: Security Group allows traffic only from the backend Security Group, on port 3306 (for MySQL).

NACLs

  • Frontend Subnet: NACL allows inbound traffic only on ports 80 and 443, blocking everything else.
  • Backend Subnet: NACL allows inbound traffic only from the frontend subnet and blocks all other traffic.
  • Database Subnet: NACL allows inbound traffic only from the backend subnet and blocks all other traffic.

In a few words

  • Security Groups: Act at the instance level, are stateful, and only permit “allow” rules.
  • NACLs: Act at the subnet level, are stateless, and allow both “allow” and “deny” rules.
  • Combining Security Groups and NACLs: This approach gives you a layered “defense in depth” strategy, securing traffic control across every layer of your VPC.

AWS Secrets Manager as a better solution than .env files for protecting sensitive data

Have you ever hidden your house key under the doormat? It seems convenient, right? Everyone knows where it is, and you can access it easily. Well, storing secrets in .env files is quite similar, but in the software world. And just like that key under the doormat, it’s not exactly the brightest idea.

The Curious case of .env files

When software systems were simpler, we used .env files to keep our secrets, passwords, API keys, and other sensitive information. It was like having a notebook where you wrote down all your passwords and left it on your desk. It worked… until it didn’t.

Imagine you are in a company with 100 developers, each with their copy of the secrets. It’s like having 100 copies of your house key distributed around the neighborhood. What could go wrong? Well, let me tell you…

The problems with .env files

It’s fascinating how we’ve managed secrets over the years. Picture running a bank but, instead of using a vault, you store all the money in shoeboxes under everyone’s desk. Sure, it’s convenient, everyone can access it quickly, but it’s certainly not Fort Knox. This is what we’re doing with .env files:

  • Plain text visibility: .env files store secrets in plain text, meaning anyone accessing your computer can read them. It’s like writing your PIN on your credit card.
  • The proliferation of copies: Every developer, every server, every deployment needs a copy. Soon, you end up with more copies of your secrets than holiday fruitcakes at a family reunion.
  • No audit trail: If someone peeks at your secrets, you will never know. It’s like having a diary that doesn’t tell you who has been reading it.

AWS Secrets Manager as the modern vault

Now, let me show you something better. AWS Secrets Manager is like upgrading from that shoebox to a sophisticated bank vault. But unlike a real bank vault, it’s always available instantly, anywhere in the world.

How does It work?

Think of AWS Secrets Manager as a super-smart safety deposit box system:

Instead of leaving your key under the doormat like this:

from dotenv import load_dotenv
load_dotenv()
secret = os.getenv('SUPER_SECRET_KEY')

You get it securely from the vault like this:

import boto3

def get_secret(secret_name):
    session = boto3.session.Session()
    client = session.client('secretsmanager')
    return client.get_secret_value(SecretId=secret_name)['SecretString']

The beauty of this system is that it’s like having a personal butler who:

  • Provides secrets on demand: Only give secrets to people you’ve authorized.
  • Maintains a detailed log: Keeps track of who asked for what, so you always have an audit trail.
  • Rotates secrets automatically: Changing the locks regularly, without any hassle.
  • Globally available: Works 24/7 across the globe.

Moreover, AWS Secrets Manager encrypts your secrets both at rest and in transit, ensuring that they’re secure throughout their lifecycle.

The cost of security and why free Isn’t always better

I know what you might be thinking: “But .env files are free!” Yes, just like leaving your key under the doormat is free too. AWS Secrets Manager costs about $0.40 per secret per month, about the price of a pack of gum. But let me share a story of false economy.

I was consulting for a fast-growing startup that handled payment processing for small businesses. They managed all their secrets through .env files, saving on what they thought would be an unnecessary $200-300 monthly cost.

One day, a junior developer accidentally pushed a .env file to a public repository. It was exposed for only 30 minutes before someone caught it, but that was enough. They had to:

  • Rotate all their production credentials.
  • Audit weeks of transaction logs for suspicious activity.
  • Notify their compliance officer and file security reports.
  • Put the entire engineering team on an emergency rotation.
  • Hire an external security firm to ensure no data was compromised.
  • Send disclosure notices to their customers.

The incident response alone took three developers off their main projects for two weeks. Add in legal consultations, security audits, and lost trust from three enterprise customers, and it ended up costing six figures. Ironically, the modern secret management system they “couldn’t afford” would have cost less than their weekly coffee budget.

Making the switch to AWS Secrets Manager

Transitioning from .env files to AWS Secrets Manager isn’t just a simple shift; it’s an upgrade in your approach to security. Here’s how to do it without the headaches:

  1. Start Small
    • Pick one application.
    • Move its secrets to AWS Secrets Manager.
    • Learn from the experience.
  2. Scale Gradually
    • Migrate team by team.
    • Keep the old .env files temporarily (like training wheels).
    • Build confidence in the new system.
  3. Cut the Cord
    • Remove all .env files.
    • Document everything.
    • Celebrate the switch with your team.

The future of secrets management

The wonderful thing about security is that it keeps evolving. Today, it’s AWS Secrets Manager; tomorrow, it could be quantum-encrypted brainwaves (okay, maybe not quite yet). But the principle remains the same: we must continually evolve to protect our secrets.

Security isn’t about making it impossible for attackers to breach; it’s about making it so difficult that they move on to easier targets, those who are still keeping their keys under the doormat.

So, what do you say? Ready to upgrade from that shoebox to a proper vault? Your secrets (and your future self) will thank you for it.

P.S. If you’re still using .env files, don’t feel bad, we all did at some point. The important thing is to start improving now. The best time to plant a tree was 20 years ago. The second best time is today. The same goes for managing secrets securely.

Exploring DevOps Tools Categories in Detail

Suppose you’re building a house. You wouldn’t try to do everything with just a hammer, right? You’d need different tools for different jobs: measuring tools, cutting tools, fastening tools, and finishing tools. DevOps is quite similar. It’s like having a well-organized toolbox where each tool has its special purpose, but they all work together to help us build and maintain great software. In DevOps, understanding the tools available and how they fit into your workflow is crucial for success. The right tools help ensure efficiency, collaboration, and automation, ultimately enabling teams to deliver quality software faster and more reliably.

The five essential tool categories in your DevOps toolbox

Let’s break down these tools into five main categories, just like you might organize your toolbox at home. Each category serves a specific purpose but is designed to work together seamlessly. By understanding these categories, you can ensure that your DevOps practices are holistic, well-integrated, and built for long-term growth and adaptability.

1. Collaboration tools as your team’s communication hub

Think of collaboration tools as your team’s kitchen table – it’s where everyone gathers to share ideas, make plans, and keep track of what’s happening. These tools are more than just chat apps like Slack or Microsoft Teams. They are the glue that holds your team together, ensuring that everyone is on the same page and can easily communicate changes, progress, and blockers.

Just as a family might keep their favorite recipes in a cookbook, DevOps teams need to maintain their knowledge base. Tools like Confluence, Notion, or GitHub Pages serve as your team’s “cookbook,” storing all the important information about your projects. This way, when someone new joins the team or when someone needs to remember how something works, the information is readily accessible. The more comprehensive your knowledge base is, the more efficient and resilient your team becomes, particularly in situations where quick problem-solving is required.

Knowledge kept in one person’s head is like a recipe that only grandma knows, it’s risky because what happens when grandma’s not around? That’s why documenting everything is key. Ensuring that everyone has access to shared knowledge minimizes risks, speeds up onboarding, and empowers team members to contribute fully, regardless of their experience level.

2. Building tools as your software construction set

Building tools are like a master craftsman’s workbench. At the center of this workbench is Git, which works like a time machine for your code. It keeps track of every change, letting you go back in time if something goes wrong. The ability to roll back changes, branch out, and merge effectively makes Git an essential building tool for any development team.

But building isn’t just about writing code. Modern DevOps building tools help you:

  • Create consistent environments (like having the same kitchen setup in every restaurant of a chain)
  • Package your application (like packaging a product for shipping)
  • Set up your infrastructure (like laying the foundation of a building)

This process is often handled by tools like Jenkins, GitLab CI/CD, or CircleCI, which create automated pipelines, imagine an assembly line where your code moves from station to station, getting checked, tested, and packaged automatically. These tools help enforce best practices, reduce errors, and ensure that the build process is repeatable and predictable. By automating these tasks, your team can focus more on developing features and less on manual, error-prone processes.

3. Testing tools as your quality control department

If building tools are like your construction crew, testing tools are your building inspectors. They check everything from the smallest details to the overall structure. Ensuring the quality of your software is essential, and testing tools are your best allies in this effort.

These tools help you:

  • Check individual pieces of code (unit testing)
  • Test how everything works together (integration testing)
  • Ensure the user experience is smooth (acceptance testing)
  • Verify security (like checking all the locks on a building)
  • Test performance (making sure your software can handle peak traffic)

Some commonly used testing tools include JUnit, Selenium, and OWASP ZAP. They ensure that what we build is reliable, functional, and secure. Testing tools help prevent costly bugs from reaching production, provide a safety net for developers making changes, and ensure that the software behaves as expected under a variety of conditions. Automation in testing is critical, as it allows your quality checks to keep pace with rapid development cycles.

4. Deployment tools as your delivery system

Deployment tools are like having a specialized moving company that knows exactly how to get your software from your development environment to where it needs to go, whether that’s a cloud platform like AWS or Azure, an app store, or your own servers. They help you handle releases efficiently, with minimal downtime and risk.

These tools handle tasks like:

  • Moving your application safely to production
  • Setting up the environment in the cloud
  • Configuring everything correctly
  • Managing different versions of your software

Think of tools like Kubernetes, Helm, and Docker. They are the specialized movers that not only deliver your software but also make sure it’s set up correctly and working seamlessly. By orchestrating complex deployment tasks, these tools enable your applications to be scalable, resilient, and easily updateable. In a world where downtime can mean significant business loss, the right deployment tools ensure smooth transitions from staging to production.

5. Monitoring tools as your building management system

Once your software is live, running tools become your building’s management system. They monitor everything from:

  • Application performance (like sensors monitoring the temperature of a building)
  • User experience (whether users are experiencing any problems)
  • Resource usage (how much memory and CPU are consumed)
  • Early warnings of potential issues (so you can fix them before users notice)

Tools like Prometheus, Grafana, and Datadog help you keep an eye on your software. They provide real-time monitoring and alert you if something’s wrong, just like sensors that detect problems in a smart home. Monitoring tools not only alert you to immediate problems but also help you identify trends over time, enabling you to make informed decisions about scaling resources or optimizing your software. With these tools in place, your team can respond proactively to issues, minimizing downtime and maintaining a positive user experience.

Choosing the right tools

When selecting tools for your DevOps toolbox, keep these principles in mind:

  • Choose tools that play well with others: Just like selecting kitchen appliances that can work together, pick tools that integrate easily with your existing systems. Integration can make or break a DevOps process. Tools that work well together help create a cohesive workflow that improves team efficiency.
  • Focus on automation capabilities: The best tools are those that automate repetitive tasks, like a smart home system that handles routine chores automatically. Automation is key to reducing human error, improving consistency, and speeding up processes. Automated testing, deployment, and monitoring free your team to focus on value-added tasks.
  • Look for tools with good APIs: APIs act like universal adapters, allowing your tools to communicate with each other and work in harmony. Good APIs also future-proof your toolbox by allowing you to swap tools in and out as needs evolve without massive rewrites or reconfigurations.
  • Avoid tools that only work in specific environments: Opt for flexible tools that adapt to different situations, like a Swiss Army knife, rather than something that works in just one scenario. Flexibility is critical in a fast-changing field like DevOps, where you may need to pivot to new technologies or approaches as your projects grow.

The Bottom Line

DevOps tools are just like any other tools, they’re only as good as the people using them and the processes they support. The best hammer in the world won’t help if you don’t understand basic carpentry. Similarly, DevOps tools are most effective when they’re part of a culture that values collaboration, continuous improvement, and automation.

The key is to start simple, master the basics, and gradually add more sophisticated tools as your needs grow. Think of it like learning to cook, you start with the basic utensils and techniques, and as you become more comfortable, you add more specialized tools to your kitchen. No one becomes a gourmet chef overnight, and similarly, no team becomes fully DevOps-optimized without patience, learning, and iteration.

By understanding these tool categories and how they work together, you’re well on your way to building a more efficient, reliable, and collaborative DevOps environment. Each tool is an important piece of a larger puzzle, and when used correctly, they create a solid foundation for continuous delivery, agile response to change, and overall operational excellence. DevOps isn’t just about the tools, but about how these tools support the processes and culture of your team, leading to more predictable and higher-quality outcomes.

Wrapping Up the DevOps Journey

A well-crafted DevOps toolbox brings efficiency, speed, and reliability to your development and operations processes. The tools are more than software solutions, they are enablers of a mindset focused on agility, collaboration, and continuous improvement. By mastering collaboration, building, testing, deployment, and running tools, you empower your team to tackle the complexities of modern software delivery. Always remember, it’s not about the tools themselves but about how they integrate into a culture that fosters shared ownership, quick feedback, and innovation. Equip yourself with the right tools, and you’ll be better prepared to face the challenges ahead, build robust systems, and deliver excellent software products.

The dangers of excessive automation in DevOps

Imagine you’re preparing dinner for your family. You could buy a fancy automated kitchen machine that promises to do everything, from chopping vegetables to monitoring cooking temperatures. Sounds perfect, right? But what if this machine requires you to cut vegetables in the same size, demands specific brands of ingredients, and needs constant software updates? Suddenly, what should make your life easier becomes a source of frustration. This is exactly what’s happening in many organizations with DevOps automation today.

The Automation Gold Rush

In the world of DevOps, we’re experiencing something akin to a gold rush. Everyone is scrambling to automate everything they can, convinced that more automation means better DevOps. Companies see giants like Netflix and Spotify achieving amazing results with automation and think, “That’s what we need!”

But here’s the catch: just because Netflix can automate its entire deployment pipeline doesn’t mean your century-old book publishing company should do the same. It’s like giving a Formula 1 car to someone who just needs a reliable family vehicle, impressive, but probably not what you need.

The hidden cost of Over-Automation

To illustrate this, let me share a real-world story. I recently worked with a company that decided to go “all in” on automation. They built a system where developers could deploy code changes anytime, anywhere, completely automatically. It sounded great in theory, but reality painted a different picture.

Developers began pushing updates multiple times a day, frustrating users with constant changes and disruptions. Worse, the automated testing was not thorough enough, and issues that a human tester would have easily caught slipped through the cracks. It was like having a super-fast assembly line but no quality control,  mistakes were just being made faster.

Another hidden cost was the overwhelming maintenance of these automation scripts. They needed constant updates to match new software versions, and soon, managing automation became a burden rather than a benefit. It wasn’t saving time; it was eating into it.

Finding the sweet spot

So how do you find the right balance? Here are some key principles to guide you:

Start with the process, not the tools

Think of it like building a house. You don’t start by buying power tools; you start with a blueprint. Before rushing to automate, ask yourself what you’re trying to achieve. Are your current processes even working correctly? Automation can amplify inefficiencies, so start by refining the process itself.

Break It down

Imagine your process as a Lego structure. Break it down into its smallest components. Before deciding what to automate, figure out which pieces genuinely benefit from automation, and which work better with human oversight. Not everything needs to be automated just because it can be.

Value check

For each component you’re considering automating, ask yourself: “Will this automation truly make things better?” It’s like having a dishwasher, great for everyday dishes, but you still want to hand-wash your grandmother’s vintage china. Not every part of the process will benefit equally from automation.

A practical guide to smart automation

Map your journey

Gather your team and map out your current processes. Identify pain points and bottlenecks. Look for repetitive, error-prone tasks that could benefit from automation. This exercise ensures that your automation efforts are guided by actual needs rather than hype.

Start small

Begin by automating a single, well-understood process. Test and validate it thoroughly, learn from the results, and expand gradually. Over-ambition can quickly lead to over-complication, and small successes provide valuable lessons without overwhelming the team.

Measure impact

Once automation is in place, track the results. Look for both positive and negative impacts. Don’t be afraid to adjust or even roll back automation that isn’t working as expected. Automation is only beneficial when it genuinely helps the team.

The heart of DevOps is the human element

Remember that DevOps is about people and processes first, and tools second. It’s like learning to play a musical instrument, having the most expensive guitar won’t make you a better musician if you haven’t mastered the basics. And just like a successful band, DevOps requires harmony, collaboration, and practiced coordination among all its members.

Building a DevOps orchestra

Think of DevOps like an orchestra. Each musician is highly skilled at their instrument, but what makes an orchestra magnificent isn’t just individual talent, it’s how well they play together.

  • Communication is key: Just as musicians must listen to each other to stay in rhythm, your development and operations teams need clear, continuous communication channels. Regular “jam sessions” (stand-ups, retrospectives) help keep everyone in sync with project goals and challenges.
  • Cultural transformation: Implementing DevOps is like changing from playing solo to joining an orchestra. Teams need to shift from a “my code” mentality to a “our product” mindset. Success requires breaking down silos and fostering a culture of shared responsibility.
  • Trust and psychological safety: Just as musicians need trust to perform well, DevOps teams need psychological safety. Mistakes should be seen as learning opportunities, not failures to be punished. Encourage experimentation in safe environments and value improvement over perfection.

The human side of automation

Automation in DevOps should be about enhancing human capabilities, not replacing them. Think of automation as power tools in a craftsperson’s workshop:

  • Empowerment, not replacement: Automation should free people to do more meaningful work. Tools should support decision-making rather than make all decisions. The goal is to reduce repetitive tasks, not eliminate human oversight.
  • Team dynamics: Consider how automation affects team interactions. Tools should bring teams together, not create new silos. Maintain human touchpoints in critical processes.
  • Building and maintaining skills: Just as a musician never stops practicing, DevOps professionals need continuous skill development. Regular training, knowledge-sharing sessions, and hands-on experience with new tools and technologies are crucial to stay effective.

Creating a learning organization

The most successful DevOps implementations foster an environment of continuous learning:

  • Knowledge sharing is the norm: Encourage regular brown bag sessions, pair programming, and cross-training between development and operations.
  • Feedback loops are strong: Regular retrospectives and open feedback channels ensure continuous improvement. It’s crucial to have clear metrics for measuring success and allow space for innovation.
  • Leadership matters: Effective DevOps leadership is like a conductor guiding an orchestra. Leaders must set the tempo, ensure clear direction, and create an environment where all team members can succeed.

Measuring success through people

When evaluating your DevOps journey, don’t just measure technical metrics,  consider human metrics too:

  • Team health: Job satisfaction, work-life balance, and team stability are as important as technical performance.
  • Collaboration metrics: Track cross-team collaboration frequency and knowledge-sharing effectiveness. DevOps is about bringing people together.
  • Cultural indicators: Assess psychological safety, experimentation rates, and continuous improvement initiatives. A strong culture underpins sustainable success.

The art of balance

The key to successful DevOps automation isn’t about how much you can automate,  it’s about automating the right things in the right way. Think of it like cooking: using a food processor for chopping vegetables makes sense, but you probably want a human to taste and adjust the seasoning.

Your organization is unique, in its challenges and needs. Don’t get caught up in trying to replicate what works for others. Instead, focus on what works for you. The best automation strategy is the one that helps your team deliver better results, not the one that looks most impressive on paper.

To strike the right balance, consider the context in which automation is being applied. What may work perfectly for one team could be entirely inappropriate for another due to differences in team structure, project goals, or even organizational culture. Effective automation requires a deep understanding of your processes, and it’s essential to assess which areas will truly benefit from automation without adding unnecessary complexity.

Think long-term: Automation is not a one-off task but an evolving journey. As your organization grows and changes, so should your approach to automation. Regularly revisit your automation processes to ensure they are still adding value and not inadvertently creating new bottlenecks. Flexibility and adaptability are key components of a sustainable automation strategy.

Finally, remember that automation should always serve the people involved, not overshadow them. Keep your focus on enhancing human capabilities, helping your teams work smarter, not just faster. The right automation approach empowers your people, respects the unique needs of your organization, and ultimately leads to more effective, resilient DevOps practices.

Measuring DevOps adoption success in your team

Measuring the success of DevOps in a team can feel like trying to gauge how happy a fish is in water. You can see it swimming, maybe blowing a few bubbles, but how do you know if it’s thriving or just getting by? DevOps’s success often depends on many moving parts, some of them tangible and others more elusive. So, let’s unpack this topic in a way that’s both clear and meaningful, because, at the end of the day, we want to make sure that our team isn’t just treading water, but truly swimming freely.

Understanding the foundations of DevOps success

To understand how to measure DevOps success, we first need to clarify what DevOps aims to achieve. At its core, DevOps is about removing barriers, the traditional silos between development and operations, to foster collaboration, speed up releases, and ultimately deliver more value to customers. But “more value” can sound abstract, so how do we break that down into practical metrics? We’ll explore key areas: flow of work, stability, speed, quality, and culture.

Key metrics that tell the real story

1. Lead time for changes

Imagine you’re building a house. DevOps, in this case, is like having all your building supplies lined up in the right order and at the right time. “Lead time for changes” is essentially the time it takes for a developer’s idea to transform from a rough sketch to an actual part of the house. If the lead time is too long, it means your tools and processes are out of sync, the plumber is waiting for the electrician, and nobody can finish the job. A short lead time is a great indicator that your DevOps practices are smoothing out bumps and aligning everyone efficiently.

2. Deployment frequency

How often are you able to ship a new feature or fix? Deployment frequency is one of the most visible signs of DevOps success. High frequency means your team is working like a well-oiled machine, shipping small, valuable pieces quickly rather than waiting for one big, risky release. It’s like taking one careful step at a time instead of trying to jump the entire staircase.

3. Change failure rate

Not every step goes smoothly, and in DevOps, it’s important to measure how often things go wrong. Change failure rate measures the percentage of deployments that result in some form of failure, like a bug, rollback, or service disruption. The goal isn’t to have zero failures (because that means you’re not taking enough risks to innovate) but to keep the failure rate low enough that disruptions are manageable. It’s the difference between slipping on a puddle versus falling off a cliff.

4. Mean time to recovery (MTTR)

Speaking of slips, when failures happen, how fast can you get back on your feet? MTTR measures the time from an incident occurring to it being resolved. In a thriving DevOps environment, failures are inevitable, but recovery is swift, like having a first-aid kit handy when you do stumble. The shorter the MTTR, the better your processes are for diagnosing and responding to issues.

5. The invisible glue of cultural metrics

Here’s the part many folks overlook, culture. You can’t have DevOps without cultural change. Cultural success in DevOps is what drives every other metric forward; without it, even the best tools and processes will fall short. How does your team feel about their work? Are they communicating well? Do they feel valued and included in decisions? Metrics like employee satisfaction, collaboration frequency, and psychological safety are harder to measure but equally vital. A successful DevOps culture values experimentation, learning from mistakes, and empowering individuals. This means creating an environment where failure is seen as a learning opportunity, not a setback. In a good DevOps culture, people feel supported to try new things without fear of blame. Teams that embrace this cultural mindset tend to innovate more, resolve issues faster, and build better software in the long run.

Measuring, adapting, and learning in the real world

These metrics aren’t just numbers to brag about, they’re there to tell a story, the story of whether your team is moving in the right direction. But here’s the twist: don’t fall into the trap of only focusing on one metric. High deployment frequency is great, but if your change failure rate is also sky-high, it’s not worth much. DevOps is about balance. Think of these metrics as a dashboard that helps you steer, you need all the dials working together to keep on course.

Let’s be honest: the journey to DevOps success isn’t smooth for everyone. There are potholes, like legacy systems that resist automation or cultural inertia that keep people stuck in old ways of thinking. That’s normal. The key is to iterate, learn, and adapt. If something isn’t working, take it as a sign to adjust, not as a failure.

Measure what matters without forgetting the human element

DevOps success is as much about people as it is about technology. When measuring success, remember to look beyond the code, and consider how your team is collaborating, how empowered they feel, and whether your team fosters a culture of improvement and learning. Are teams able to communicate openly and provide feedback without fear? Are individuals encouraged to grow their skills and experiment with new ideas? High metrics are wonderful, but the real prize is creating an environment where people are energized to solve problems, innovate, and make continuous progress.

Moreover, it’s important to recognize that DevOps is a continuous journey. There is no final destination, only constant evolution. Teams should regularly reflect on their processes, celebrate wins, and be honest about challenges. Continuous improvement should be a shared value, where each member feels they have a stake in shaping the practices and culture.

Leadership plays a key role here too. Leaders should be facilitators, removing obstacles, supporting learning initiatives, and making sure teams have the autonomy they need. Empowerment starts from the top, and when leadership sets the tone for a culture of openness and resilience, it trickles down throughout the entire team.

In the end, the success of DevOps is like our happy fish, if the environment supports it, it’ll thrive naturally. So let’s measure what matters, nurture our environment, foster leadership that champions growth, and keep an eye out for the signs of real, meaningful progress.