DevOps For Dummies book cover

DevOps For Dummies

Overview

Out with the old, in with the DevOps

If you want to join a DevOps team or transform your organization into to a DevOps powerhouse, this is the guide for you. DevOps For Dummies reveals the tools and practices in the now-standard model for tech product cycles. Discover how DevOps guides teams to quickly invent, develop, and reinvent products, embracing the reality of constant change. This book explains, in terms anyone can understand, the DevOps philosophy—products are never finished, all roles are essential, and failure is simply an opportunity for improvement. You’ll learn how to lay the groundwork for DevOps, adapt to new development cycles, iterate rapidly, and fix whatever breaks. And you’ll learn it the easy way, with this Dummies guide.

  • Understand the DevOps model and the steps from coding and testing to deployment
  • Adapt to rapid change by continually fixing and improving your products
  • Help your organization and your team make the transition to the DevOps model
  • Discover DevOps friendly tools and improve your employability as a DevOps team member

For developers, operations professionals, and other IT pros involved in the DevOps workflow model, DevOps For Dummies is the perfect roadmap.

Out with the old, in with the DevOps

If you want to join a DevOps team or transform your organization into to a DevOps powerhouse, this is the guide for you. DevOps For Dummies reveals the tools and practices in the now-standard model for tech product cycles. Discover how DevOps guides teams to quickly invent, develop, and reinvent products, embracing the reality of constant change. This book explains, in terms anyone can understand, the DevOps philosophy—products are never finished, all roles are essential, and failure is simply an opportunity for improvement. You’ll learn how to lay the groundwork for DevOps, adapt

to new development cycles, iterate rapidly, and fix whatever breaks. And you’ll learn it the easy way, with this Dummies guide.
  • Understand the DevOps model and the steps from coding and testing to deployment
  • Adapt to rapid change by continually fixing and improving your products
  • Help your organization and your team make the transition to the DevOps model
  • Discover DevOps friendly tools and improve your employability as a DevOps team member

For developers, operations professionals, and other IT pros involved in the DevOps workflow model, DevOps For Dummies is the perfect roadmap.

DevOps For Dummies Cheat Sheet

A surprising facet of the DevOps engineering practice for software development is that it focuses more on the people and process of an organization than the specific tools or technologies that the engineers choose to utilize. DevOps offers no silver bullet, but it can have a massive impact on your organization and your products as an engineering culture of collaboration, ownership, and learning with the purpose of accelerating the software development lifecycle from ideation to production.

Articles From The Book

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General Programming & Web Design Articles

How To Choose a Cloud Service Provider for DevOps

The success of your DevOps initiative relies heavily on following the process, but it’s also important to use the right tools. Selecting a cloud service provider isn’t an easy choice, especially when DevOps is your driving motivation. GCP (Google Cloud Platform), AWS (Amazon Web Services), and Azure have more in common than they do apart. Often, your decision depends more on your DevOps team’s comfort level with a particular cloud provider or your current stack more than the cloud provider itself. After you’ve decided to move to the cloud, the next decision is to decide on a cloud provider that fits your DevOps needs. Here are some things to consider when evaluating cloud providers with DevOps principles in mind:

  • Solid track record. The cloud you choose should have a history of responsible financial decisions and enough capital to operate and expand large datacenters over decades.
  • Compliance and risk management. Formal structure and established compliance policies are vital to ensure that your data is safe and secure. Ideally, review audits before you sign contracts.
  • Positive reputation. Customer trust is absolutely key. Do you trust that you can rely on this cloud provider to continue to grow and support your evolving DevOps needs?
  • Service Level Agreements (SLAs). What level of service do you require? Typically cloud providers offer various levels of uptime reliability based on cost. For example, 99.9 percent uptime will be significantly cheaper than 99.999 percent uptime.
  • Metrics and monitoring. What types of application insights, monitoring, and telemetry does the vendor supply? Be sure that you can gain an appropriate level of insight into your systems in as close to real-time as possible.
Finally, ensure the cloud provider you choose has excellent technical capabilities that provide services that meet your specific DevOps needs. Generally, look for
  • Compute capabilities
  • Storage solutions
  • Deployment features
  • Logging and monitoring
  • Friendly user interfaces
You should also confirm the capability to implement a hybrid cloud solution in case you need to at some point, as well as to make HTTP calls to other APIs and services. The three major cloud providers are Google Cloud Platform (GCP), Microsoft Azure, and Amazon web Services (AWS). You can also find smaller cloud providers and certainly a number of private cloud providers, but the bulk of what you need to know comes from comparing the public cloud providers.

Amazon Web Services (AWS)

As do the other major public cloud providers, AWS provides on-demand computing through a pay-as-you-go subscription. Users of AWS can subscribe to any number of services and computing resources. Amazon is the current market leader among cloud providers, holding the majority of cloud subscribers. It offers a robust set of features and services in regions throughout the world. Two of the most well-known services are Amazon Elastic Compute Cloud (EC2) and Amazon Simple Storage Service (Amazon S3). As with other cloud providers, services are accessed and infrastructure is provisioned through APIs.

Microsoft Azure

Before Microsoft launched this cloud provider as Microsoft Azure, it was called Windows Azure. Microsoft designed it to do just what the name implies — serve as a cloud provider for traditionally Windows IT organizations. But as the market became more competitive and Microsoft started to better understand the engineering landscape, Azure adapted, grew, and evolved. Although still arguably less robust than AWS, Azure is a well-rounded cloud provider focused on user experience. Through various product launches and acquisitions — notably GitHub — Microsoft has invested heavily in Linux infrastructure, which has enabled it to provide more robust services to a wider audience.

Google Cloud Platform (GCP)

The Google Cloud Platform (GCP) has the least market share of the three major public cloud providers but offers a substantial set of cloud services throughout nearly two dozen geographic regions. Perhaps the most appealing aspect of GCP is that it offers users the same infrastructure Google uses internally. This infrastructure includes extremely powerful computing, storage, analytics, and machine learning services. Depending on your specific product, GCP may have specialized tools that are lacking (or less mature) in AWS and Azure.

Finding DevOps tools and services in the cloud

Literally hundreds of tools and services are at your disposal through the major cloud providers. Those tools and services are generally separated into the following categories:
  • Compute
  • Storage
  • Networking
  • Resource management
  • Cloud Artificial Intelligence (AI)
  • Identity
  • Security
  • Serverless
  • IoT
Following is a list of the most commonly used services across all three of the major cloud providers. These services include app deployment, virtual machine (VM) management, container orchestration, serverless functions, storage, and databases. Additional services are included, such as identity management, block storage, private cloud, secrets storage, and more. It’s far from an exhaustive list but can serve as a solid foundation for you as you begin to research your options and get a feel for what differentiates the cloud providers.
  • App deployment: Platform as a Service (PaaS) solution for deploying applications in a variety of languages including Java, .NET, Python, Node.js, C#, Ruby, and Go
    • Azure: Azure Cloud Services
    • AWS: AWS Elastic Beanstalk
    • GCP: Google App Engine
  • Virtual machine (VM) management: Infrastructure as a Service (IaaS) option for running virtual machines (VMs) with Linux or Windows
    • Azure: Azure Virtual Machines
    • AWS: Amazon EC2
    • GCP: Google Compute Engine
  • Managed Kubernetes: Enables better container management via the popular orchestrator Kubernetes
    • Azure: Azure Kubernetes Service (AKS)
    • AWS: Amazon Elastic Container Service (ECS) for Kubernetes
    • GCP: Google Kubernetes Engine
  • Serverless: Enables users to create logical workflows of serverless functions
    • Azure: Azure Functions
    • AWS: AWS Lambda
    • GCP: Google Cloud Functions
  • Cloud storage: Unstructured object storage with caching
    • Azure: Azure Blob Storage
    • AWS: Amazon S3
    • GCP: Google Cloud Storage
  • Databases: SQL and NoSQL databases, on demand
    • Azure: Azure Cosmos DB
    • AWS: Amazon Relational Database Service (RDS) and Amazon DynamoDB (NoSQL)
    • GCP: Google Cloud SQL and Google Cloud BigTable (NoSQL)
As you explore the three major cloud providers, you notice a long list of services. You may feel overwhelmed by the hundreds of options at your disposal. If, by chance, you can’t find what you need, the marketplace will likely provide something similar. The marketplace is where independent developers offer services that plug into the cloud — hosted by Azure, AWS or GCP. The table below lists additional services provided by most, if not all, cloud providers.

General Programming & Web Design Articles

What Is DevOps?

What is DevOps? It’s difficult to provide you with an exact DevOps prescription — because none exists. DevOps is a philosophy that guides software development, one that that prioritizes people over process and process over tooling. DevOps builds a culture of trust, collaboration, and continuous improvement. As a culture, the DevOps philosophy views the development process in a holistic way, taking into account everyone involved: developers, testers, operations folks, security, and infrastructure engineers. DevOps doesn’t put any one of these groups above the others, nor does it rank the importance of their work. Instead, a DevOps company treats the entire team of engineers as critical to ensuring that the customer has the best experience possible.

DevOps evolved from Agile

In 2001, 17 software engineers met and published the “
Manifesto for Agile Software Development,” which spelled out the 12 principles of Agile project management. This new workflow was a response to the frustration and inflexibility of teams working in a waterfall (linear) process. Working within Agile principles, engineers aren’t required to adhere to original requirements or follow a linear development workflow in which each team hands off work to the next. Instead, they’re capable of adapting to the ever-changing needs of the business or the market, and sometimes even the changing technology and tools. Although Agile revolutionized software development in many ways, it failed to address the conflict between developers and operations specialists. Silos still developed around technical skill sets and specialties, and developers still handed off code to operations folks to deploy and support. In 2008, Andrew Clay Shafer talked to Patrick Debois about his frustrations with the constant conflict between developers and operations folks. Together, they launched the first DevOpsDays event in Belgium to create a better — and more agile — way of approaching software development. This evolution of Agile took hold, and DevOps has since enabled companies around the globe to produce better software faster (and usually cheaper). DevOps is not a fad. It’s a widely accepted engineering philosophy.

DevOps focuses on people

Anyone who says that DevOps is all about tooling wants to sell you something. Above all else, DevOps is a philosophy that focuses on engineers and how they can better work together to produce great software. You could spend millions on every DevOps tool in the world and still be no closer to DevOps nirvana. Instead, focus on your most important engineering asset: engineers. Happy engineers make great software. How do you make happy engineers? Well, you create a collaborative work environment in which mutual respect, shared knowledge, and acknowledgement of hard work can thrive.

Company culture is the foundation of DevOps

Your company has a culture, even if it has been left to develop through inertia. That culture has more influence on your job satisfaction, productivity, and team velocity than you probably realize. Company culture is best described as the unspoken expectations, behavior, and values of an organization. Culture is what tells your employees whether company leadership is open to new ideas. It’s what informs an employee’s decision as to whether to come forward with a problem or to sweep it under the rug. Culture is something to be designed and refined, not something to leave to chance. Though the actual definition varies from company to company and person to person, DevOps is a cultural approach to engineering at its core. A toxic company culture will kill your DevOps journey before it even starts. Even if your engineering team adopts a DevOps mindset, the attitudes and challenges of the larger company will bleed into your environment. With DevOps, you avoid blame, grow trust, and focus on the customer. You give your engineers autonomy and empower them to do what they do best: engineer solutions. As you begin to implement DevOps, you give your engineers the time and space to adjust to it, allowing them the opportunities to get to know each other better and build rapport with engineers with different specialties. Also, you measure progress and reward achievements. Never blame individuals for failures. Instead, the team should continuously improve together, and achievements should be celebrated and rewarded.

You learn by observing your process and collecting data

Observing your workflow without expectation is a powerful technique to use to see the successes and challenges of your workflow realistically. This observation is the only way to find the correct solution to the areas and issues that create bottlenecks in your processes. Just as with software, slapping some Kubernetes (or other new tool) on a problem doesn’t necessarily fix it. You have to know where the problems are before you go about fixing them. As you continue, you collect data — not to measure success or failure but to track the team’s performance. You determine what works, what doesn’t work, and what to try next time.

Persuasion is key to DevOps adoption

Selling the idea of DevOps to your leaders, peers, and employees isn’t easy. The process isn’t always intuitive to engineers, either. Shouldn’t a great idea simply sell itself? If only it were that easy. However, a key concept to always keep in mind as you implement DevOps is that it emphasizes people. he so-called “soft skills” of communication and collaboration are central to your DevOps transformation. Persuading other folks on your team and within your company to adopt DevOps requires practicing good communication skills. Early conversations that you have with colleagues about DevOps can set you up for success down the road — especially when you hit an unexpected speed bump.

Small, incremental changes are priceless in DevOps

The aspect of DevOps that emphasizes making changes in small, incremental ways has its roots in lean manufacturing, which embraces accelerated feedback, continuous improvement, and swifter time to market. Water is a good metaphor for DevOps transformations. Water is one of the world’s most powerful elements. Unless people are watching the flood waters rise in front of them, they think of it as relatively harmless. The Colorado River carved the Grand Canyon. Slowly, over millions of years, water cut through stone to expose nearly two billion years of soil and rock. You can be like water. Be the slow, relentless change in your organization. Here’s that famous quote from a Bruce Lee interview to inspire you: Be formless, shapeless, like water. Now you put water into a cup, it becomes the cup. You put water into a bottle, it becomes the bottle. You put it in a teapot, it becomes the teapot. Now, water can flow or it can crash. Be water, my friend. Making incremental changes means, for example, that you find a problem and you fix that problem. Then you fix the next one. You don’t take on too much too fast and you don’t pick every battle to fight. You understand that some fights aren’t worth the energy or social capital that they can cost you. Ultimately, DevOps isn’t a list of steps you can take, but is rather an approach that should guide the decisions you make as you develop.

General Programming & Web Design Articles

How to Form DevOps Teams in Your Organization

DevOps has no ideal organizational structure. Like everything in tech, the “right” answer concerning your company’s structure depends on your unique situation: your current team, your plans for growth, your team’s size, your team’s available skill sets, your product, and on and on. Aligning your DevOps team’s vision should be your first mission. Only after you’ve removed the low-hanging fruit of obvious friction between people should you begin rearranging teams. Even then, allow some flexibility. If you approach a reorganization with openness and flexibility, you send the message that you’re willing to listen and give your team autonomy — a basic tenet of DevOps. You may already have a Python or Go developer who’s passionate and curious about infrastructure and configuration management. Maybe that person can switch into a more ops-focused role in your new organization. Put yourself in that person’s shoes. Wouldn’t you be loyal to an organization that took a risk on you? Wouldn’t you be excited to work hard? And that excitement is contagious. Here, you learn how to align the teams you already have in place, dedicate a team to DevOps practices, and create cross-functional teams — all approaches from which you can choose to orient your teams toward DevOps.

You can choose one approach and allow it to evolve from there. Don’t feel that this decision is permanent and unmovable. DevOps focuses on rapid iteration and continual improvement and that’s the prime benefit of this methodology. That philosophy applies to teams as well.

Aligning functional teams for DevOps

In this approach, you create strong collaboration between your traditional development and operations teams. The teams remain functional in nature — one focused on ops, one focused on code. But their incentives are aligned. They will grow to trust each other and work as two teams yoked together. For smaller engineering organizations, aligning functional teams is a solid choice. Even as a first step, this alignment can reinforce the positive changes you’ve made so far. You typically start the alignment by taking the time to build rapport. Ensure that each person on both teams not only intellectually understands the other team’s role and constraints but also empathizes with the pain points. For this approach, it’s a good idea to promote a policy of “You build it, you support it.” This policy means that everyone — developer and operations person alike —participates in your on-call rotation. This participation allows developers to start understanding the frustrations of being called in the middle of the night and struggling while foggy-eyed and caffeine-deprived to fix a bug that’s impacting customers. Operations folks also begin to trust your developers’ commitment to their work. Even this small change builds an extraordinary amount of trust.

A word of caution: If developers fight hard against being on call, a larger problem is at play in your organization. The pushback is not uncommon because being on call is wildly different from their normal day-to-day responsibilities. The pushback often comes from a place of discomfort and fear. You can help mitigate this reaction by addressing the fact that your developers may not know what to do the first few times they’re on call.

They may not be familiar with the infrastructure, and that’s okay. Encourage them to escalate the incident and page someone with more experience. Finally, create a runbook with common alerts and what actions to take. Providing this resource will help to assuage some fear until they begin to get the hang of things. Another tactic to help spur collaboration to form a more cohesive DevOps team is to introduce a day of shadowing, with each team “trading” a colleague. The traded person simply shadows someone else on the team, sits at their desk (or in their area), and assists in their day-to-day responsibilities. They may help with work, discuss problems as a team (pair programming), and learn more about the system from a different point of view. This style of teaching isn’t prescriptive. Instead, it lends itself to curiosity and building trust. Colleagues should feel free to ask questions — even the “stupid” variety — and learn freely. No performance expectations exist. The time should be spent simply getting to know each other and appreciating each other’s work. Any productive output is a bonus! In this alignment approach, both teams absolutely must be involved in the planning, architecture, and development processes. They must share responsibilities and accountability throughout the entire development life cycle.

Dedicating a DevOps team

A dedicated DevOps team is more an evolution of the Sys Admin than a true DevOps team. It is an operations team with a mix of skill sets. Perhaps some engineers are familiar with configuration management, others IaC (infrastructure as code) and perhaps others are experts in containers or cloud native infrastructure or CI/CD (continuous integration and continuous delivery/development).

If you think that putting a group of humans into an official team is enough to break down silos, you’re mistaken. Humans are more complex than spreadsheets. Hierarchy doesn’t mean anything if your silos have entered a phase in which they are unhealthy and tribal. In toxic cultures, a strongman style of leadership can emerge that is almost always followed by people taking sides. If you see this on your own team, you have work to do.

Although any approach may work for your team, this dedicated team approach is the one you should think through the most. The greatest disadvantage of a dedicated DevOps team is that it easily becomes a continuation of traditional engineering teams without acknowledging the need to align teams, reduce silos, and remove friction. The risks of continuing friction (or creating more) are high in this approach. Tread carefully to ensure you’re choosing this team organization for a specific reason. The benefits of this DevOps approach is having a dedicated team to address major infrastructure changes or adjustments. If you’re struggling with operations-centered issues that are slowing down your deployments or causing site reliability concerns, this might be a good approach — even temporarily. A dedicated team if you’re planning on moving a legacy application to the cloud. But rather than calling this team a DevOps team, you might try labeling it an automation team. This dedicated group of engineers can focus completely on ensuring that you’ve set up the correct infrastructure and automation tools. You can then proceed with confidence that your application will land in the cloud without major disruption. Still, this approach is temporary. If you keep the team isolated for too long, you risk going down a slippery slope from rapid growth to embedded silo.

Creating cross-functional product teams for DevOps

A cross-functional team is a team formed around a single product focus. Rather than have separate teams for development, user interface and user experience (UI/UX), quality assurance (QA), and operations, you combine people from each of these teams. A cross-functional team works best in medium to large organizations. You need enough developers and operations folks to fill in the positions of each product team. Each cross-functional team looks a bit different. It’s a good idea to have, at a minimum, one operations person per team. Do not ask an operations person to split their responsibilities between two teams. This scenario is unfair to them and will quickly create friction between the two product teams. Give your engineers the privilege of being able to focus and dig deep into their work.

If you’re organization is still small or in the startup phase, you can think of your entire engineering organization as a cross-functional team. Keep it small and focused. When you begin to approach having 10–12 people, start thinking about how you can reorganize engineers.

The image below shows what your cross-functional teams could look like. But keep in mind that their composition varies from team to team and from organization to organization. Some products have a strong design focus, which means that you may have multiple designers in each team. Other products are technical ones designed for engineers who don’t care much for aesthetics. Teams for that kind of product may have one designer — or none at all. If your organization is large enough, you can certainly create multiple teams using different DevOps ideas and approaches. Remember that your organization is unique. Feel empowered to make decisions based on your current circumstances and adjust from there. Here are some possible combinations of various types of product teams.
  • Legacy Product Team: Project Manager (PM), Front-end Developer, Back-end Developer, Back-end Developer, Site Reliability Engineer (SRE), Automation Engineer, QA Tester
  • Cloud Transformation Team: SRE, SRE, Operations Engineer, Automation Engineer, Back-end Developer
  • MVP Team: PM, Designer, UX Engineer, Front-end Developer, Backend Developer, Operations Engineer
The downside of a cross-functional product team is that engineers lose the camaraderie of engineers with their same skill sets and passions. Having a group of like-minded individuals with whom you can socialize and from whom you can learn is an important aspect of job satisfaction. Check out a solution to this issue below. As shown below, you can give your engineers dedicated work time to spend with their tribes. You can do something as generous as paying for lunch once every week so that they can get together and talk. Or you might provide 10–20 percent of work time for them to work on projects as a tribe. Either way, you need your engineers to stay sharp. Tribes share industry knowledge, provide sound feedback, and support career growth. Provide time for your engineers to learn from people with whom they share education, experience, and goals. This time provides a safe place where they can relax and feel at home. No amount of perfect finagling will overcome the shortfalls of a bad organizational culture. But if you’ve paid attention so far and made the appropriate strides, the next step is to form teams that reinforce the cultural ideals you’ve already put in place.