Posts Tagged "IAAS"

Implementing Cloud Scaling

Posted By on 20 Dec 2016 in Cloud

In a previous post, I showcased an example of waste in a customer environment. The customer had two massive servers in a fail-over setup, which resulted in low utilization. The customer was paying for a system that was at best 50% utilized, so 50% of his costs were for the fail-over scenario that may happen once or twice during the lifetime of the servers. To reduce the cost, we can switch to a scalable environment. But how do you achieve a scalable environment? How do you implement cloud scaling?

How to imlement cloud scaling

The general approach in cloud design is to apply the pets versus cattle idiom:

Pets are unique, Cattle is uniform.

Pets versus Cattle

Pets versus Cattle

A pet is unique. It is something you care for, put in lots of effort and if something happens to it, it can’t be replaced without loss.

Cattle is uniform. If it gets sick or it misbehaves, you take it away and get new cattle. The replacement costs are low.

How does this apply to cloud computing and scaling? We must make sure our servers are not like pets: high value, high risk, hard to replace. We can do this by taking the following steps.

Automate everything

Before we can make a scalable cluster of servers, we first need to make sure the server needs as little attention as possible. All steps for startup and shutdown should be automated. This allows an automated system to manage the server without the need of a human to intervene. The system can adjust to the actual load during the night, in weekends and during the holidays at no extra costs.

Automating startup is not enough. If it takes two hours to start an extra server, the need may already have passed. Even worse, the load may have been to high for the other servers to handle, causing problems and unhappy customers. The startup process should be as light as possible.

In order to do this, the server should be pre-installed as much as possible. All packages should be there in the correct version, and no installation steps should be required.

Pre-install all packages

To get to this point, we need a server image that isn’t a raw operating system like we normally use to start a fresh server. The server image we need is one that has been prepared with the correct software pre-installed. The complete runtime platform must be configured on the image so that no time is wasted installing modules. Once we have all platform software installed, we make our own image snapshot, and we’ll use this master image for all our server instances.  Only one master image exists, and new servers are created by cloning the master image and starting the copy. The master image itself is never started.

Second, we will need the platform to load the actual packages. Where the platform software usually is stable and proven software, the actual business logic usually resides in custom build packages that are loaded in the platform. These packages are fast changing with business needs. To merge them with the server image would mean we either have to install the latest version after the server comes up, or we have to rebuild the server image whenever a new package is released. Both are unwanted.

Separate the platform and the custom software

One solution is to separate the packages from the platform. Packages need to be stored at a central location, configured and all, ready to be loaded by the server. Once the server starts, it loads the package and configuration from the central location without the need for an extra installation step. When the server shuts down, the configuration persists, while the server image is discarded.

To create packages that can be stored and accessed like this is not trivial. Not every platform supports this behavior. One of the possible solutions to this is the combination of micro-services and docker. We will go into these subjects in a future post.


Cloud scaling is not simply the process of starting more servers on demand. The server images need to be prepared in order to start automatically, efficiently and reliably. Once this is done, the cloud software is able to manage the server instances and to keep the utilization at the requested levels.

One important thing to note is that the above steps for preparing a scalable server image also hold for preparing any other scalable service. From docker images to database clusters to cloud scaling, every scalable environment shares these same principles.

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