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Monitoring is not a new concept, but a lot has changed about the systems that need monitoring and which teams are responsible for it. In the past, monitoring used to be as simple as checking if a computer was still running. Dave Charles, chief technology officer of Cobe.io, remembers monitoring as simple instrumentation that came alongside a product.
As James Turnbull explains in “The Art of Monitoring,” most small organizations didn’t have automated monitoring — they instead focused on minimizing downtime and managing physical assets. At companies that actually had IT staff, operations teams used simple tools to check on disk, central processing unit (CPU) and memory usage, but focused mostly on dealing with emergencies related to availability. Larger organizations eventually replaced the manual approach with automated monitoring systems that utilized dashboards. The common thread for all these organizations was that being able to read and receive metrics meant that the service was operational.
Even without the introduction of containers, recent thought leaders have advocated that monitoring should more proactively look at ways to improve performance. To get a better view of the monitoring environment, we reviewed a survey Turnbull conducted in 2015. Although it is a snapshot of people that are already inclined to care about monitoring, it provides many relevant insights:
Expectations of time and effort needed for monitoring is changing. With the current prevalence of automated systems, users often want to reduce the time needed to setup a monitoring tool and trying to find the problem in their stack. While monitoring may always be relatively time-consuming, there are approaches that can improve the overall experience.
What’s Different with Containers
To understand how to monitor containers and their related infrastructure, you need to understand what is different about containers. There are aspects of containerized environments that change previously established monitoring practices and the efficiency of traditional monitoring solutions. Understanding these changes will help explain how vendors are shifting to create new products to address changing metrics and a new, varied team of users involved in monitoring. The monitoring changes that come with containers can be explained in five points:
- The ephemeral nature of containers.
- The proliferation of objects, services and metrics to track.
- Services are the new focal point of monitoring.
- A more diverse group of monitoring end-users.
- New mindsets are resulting in new methods.
Ephemerality and Scale of Containers
Cloud-native architectures have risen to present new challenges. The temporary nature of containers and virtual machine instances presents tracking challenges. As containers operate together to provide microservices, they are in effect a distributed system. While distributed systems are not necessarily transitory at larger scales, they require targeting of many moving parts. This requires new methods of monitoring to make observations about their health. Due to their ephemeral nature and growing scale, it doesn’t make sense to track the the health of individual containers; instead, you should track clusters of containers and services.
In the past, people would look at a server to make sure it was running. They would look at its CPU utilization and allocated memory, and track network bottlenecks with I/O operations. The IT operator would be able to know where the machine was, and easily be able to do one of two things.
First, they could point an instrument to that specific location and collect data. In monitoring language, this is called polling a machine. Alternatively, an agent can be installed on the server, which then pushes data to a monitoring tool. This push approach has achieved popularity because the ephemeral nature of containers and virtual instances makes it difficult to instrument tools to find and poll them. It also reduces the amount of intrusion or tainting of applications. This monitoring approach benefits from the key observability characteristics of containers, and enables solutions that operate efficiently, seamlessly and without intrusion to container execution.
Proliferation of Objects, Services and Metrics to Track
The explosion of data being generated is a well-known phenomenon. Ten years ago, people cared about how to store all that data. More recently, the focus has been on how to best utilize that data without storing it all. With the rise of Internet of Things (IoT) sensors and container adoption, there are now more and more objects than ever to monitor. While there is an instinct to try to corral all these objects into a monitoring system, others are attempting to identify new units of measurement that can be more actionable and easily tracked.
The abundance of data points, metrics and objects that need to be tracked is a serious problem. Streaming data presents many opportunities for real-time analytics, but it still has to be processed and stored. There are technical solutions that can handle the scale, but at significant cost to both finance and performance. While NoSQL and other next-generation databases have established their place in the IT ecosystem, they are not optimized for this use case; time series databases is a potential solution for storage. However, companies can’t just store their log data indefinitely; much of the data is never used. Some older log files are never looked at, motivating users to focus less on log management tools and more on metrics, which is data collected in aggregate or at regular intervals.
Containers present two problems in terms of data proliferation. Compared to traditional stacks, there are more containers per host to monitor and the number of metrics per host has increased. As Stijn Polfliet, CEO of software monitoring company CoScale, describes it, there would traditionally be 150 metrics to track per host: 100 about the operating system and 50 about an application. With containers, you’re adding an additional 50 metrics per container and 50 metrics per orchestrator on the host. Considering a scenario where there a cluster is running 100 containers on top of two underlying hosts, there would be over 10,000 metrics to track.
“Metrics are usually bucketed by rollups over intervals, which sacrifices precious detail about individual events in exchange for cheap storage. Most companies are drowning in metrics, most of which never get looked at again,” wrote engineer Charity Majors, who co-founded Honeycomb, a start-up that will specialize in monitoring software. “You cannot track down complex intersectional root causes without context, and metrics lack context.”
Even though metrics solve many operations problems, there’s still too many of them, and they’re only useful if they’re actually utilized.
Services Are the New Focal Point
With a renewed focus on what actually needs to be monitored, there are three areas of focus: the health of container clusters; microservices; and applications.
Assessing clusters of containers — rather than single containers — is a better way for infrastructure managers to understand the impact services will have. While it’s true that application managers can kill and restart individual containers, they are more interested in understanding which clusters are healthy. Having this information means they can deploy the cluster to a different infrastructure or add additional resources to support its optimal operation. Container orchestration solutions help by allowing for efficient scheduling of containers on clusters of hosts.
Many microservices are composed of multiple containers. A common example is a microservice composed of five different containers, each running a different process. If one goes down, another can pop up in its place. However, if this failure is a consistent pattern in the long-term, there will be a degradation of the service. Looking at the microservice as a unit can provide insight into how an entire application is running.
According to Dynatrace Cloud Technology Lead Alois Mayr, in an interview with InApps Technology, when looking at application monitoring, “you’re mostly interested in the services running inside containers, rather than the containers themselves. This application-centric information ensures that the applications being served by the component containers are healthy.” Instead of just looking at CPU utilization, you want to look at CPU time based on a specific application or service; monitor how efficiently services are operating by looking at database queries as well as throughput and response times; and track communication between microservices across containers and hosts.
More Diverse Group of Monitoring End-Users
The focus on monitoring applications instead of just infrastructure is happening for two reasons. First, a new group of people is involved in the monitoring. Second, applications are more relevant to overall business performance.
Monitoring is still generally reactive, despite progress in recent years. It’s focused on the objectives of the IT team managing the actual infrastructure. This mindset does a disservice to developers because they generally receive data secondhand. Developers are increasingly being held accountable for applications once they have been put into production. As Todd DeCapua and Shane Evans’s Effective Performance Engineering notes, developers are being asked to “deliver the highest quality and performing product, and provide continuous feedback and optimization recommendations, so other teams can deliver quickly and in fully automated ways.” The DevOps movement has risen, at least in part, as a response to developers’ desire for increased visibility throughout the full application lifecycle. Now, DevOps roles are often the full stack managers and operators of applications.
Different roles care about different parts of the monitoring process. Our analysis of the aforementioned Turnbull survey of IT professionals that care about monitoring shows that beyond servers, their areas of interest vary significantly. The data shows a break between the developer and DevOps roles.
Based on the survey, 48 percent of developers monitor cloud infrastructure, which is significantly below the 65 percent reported by DevOps roles. The biggest differences are between DevOps and other IT staff. The data showed that 72 percent of system admins and IT Ops roles monitor networking infrastructure, which is about 20 percentage points higher than the developers and DevOps groups. On the reverse side, 70 percent of developers and 75 percent of DevOps roles monitor application logic, compared to only 59 percent of the IT operations-oriented respondents.
DevOps roles care as much about applications as they do infrastructure, but care more about performance than availability.
As Turnbull writes in “The Art of Monitoring“:
“Orienting your focus toward availability, rather than quality and service, treats IT assets as pure capital and operational expenditure. They aren’t assets that deliver value, they are just assets that need to be managed. Organizations that view IT as a cost center tend to be happy to limit or cut budgets, outsource services, and not invest in new programs because they only see cost and not value.”
Luckily, we’ve seen a trend over the last few years where IT is less of a cost center and more of a revenue center. Increased focus on performance pertains to both IT and the business itself. Regarding IT, utilization of storage or CPU resources is relevant because of their associated costs. From the perspective of the business itself, IT used to only care about availability and mean time to resolve (MTTR). While availability and resolvability are still critical, new customer-facing metrics are also important.
Along with DevOps, the practice of site reliability engineering (SRE) will affect how monitoring tools are used. From this perspective, monitoring will still largely be managed by an operations team, but responsibility for ensuring new applications and services are monitored may be delegated to application developers.
Shariq Rizvi, co-founder of cloud analytics company Netsil, said in an interview with InApps Technology that SREs and DevOps engineers are different from software engineers. He believes SRE teams should split up the management of services, thus creating more specialization. Dan Turchin, co-founder and chief product officer of service intelligence software provider Neva, said in an interview with InApps Technology that he believes DevOps positions are replacing network operations center (NOC) engineers, who were traditionally looking at things from a data center perspective. If the old-school networking stats are being displaced by cloud infrastructure metrics, then this may be true.
The market is responding to this changing landscape. Sysdig added teams functionality to its monitoring software, which lets administrators control access to teams based on their need for dashboards, alerts and data as defined by their orchestration system. While this may solve security issues, the main monitoring benefit is that it simplifies the scope of the data being reviewed, thus letting people focus on the data they need to fulfill their roles. Another example of role-based monitoring is playing out in the world of the Kubernetes container orchestration engine, where the project has been redesigning its dashboard based on the differing needs of application developers, application operators and cluster operators.
New Mindset, New Methods
Although monitoring is changing to meet the needs of different job roles, it is also moving to a more holistic approach. As Majors wrote on her blog, instead of relying on a fixed set of questions and checks, people should move towards what she calls “observability” of systems. The reason this has to happen is because those fixed data points will not provide the needed insights alone. New tools are needed to keep pace and provide the ability to predict what’s going to break. Many of these tools use artificial intelligence techniques.
Observability recognizes that testing won’t always identify the problem. Thus, Majors believes that “instrumentation is just as important as unit tests. Running complex systems means you can’t model the whole thing in your head.” Besides changes in instrumentation, she suggests focusing on making monitoring systems consistently understandable. This means actually defining what the data represents and using the same definitions as your peers do both within and outside the organization. Furthermore, there is a frustration with the need to scroll through multiple, static dashboards. In response, vendors are making more intuitive, interactive dashboards. Companies are even using artificial intelligence to determine what information displays when for each service.
Approaches to Address the New Reality
Increasing automation and predictive capabilities are common approaches to address new monitoring challenges.
Increasing automation centers around reducing the amount of time it takes to deploy and operate a monitoring solution. According to Steven Acreman, founder and Chief Technical Officer of the software monitoring company Dataloop.IO, in an interview with InApps Technology, the larger the organization, the more likely it will require customized solutions that can collect and integrate data from all their inputs and applications. Vendors are trying to reduce the number of steps required in the setup process. This might mean that once a monitoring agent is installed on a host, you don’t have to think about it. More likely, it means that the tools have the ability to auto-discover new applications or containers.
You also want to automate how you respond to problems. For now, there is a difference between automating certain tasks and automation that takes humans entirely out of the equation. Monitoring systems continue to create automated alerts, but now the alerts are more sophisticated. As Turnbull says in his book, alerting will be annotated with context and recommendations for escalations. Systems can reduce the amount of unimportant alerts, which mitigates alert fatigue and increases the likelihood that the important alerts will be addressed. For now, the focus is getting the alerts to become even more intelligent. Thus, when someone gets an alert, they are shown the most relevant displays that are most likely to identify the problem. For now, it is simply faster and more effective for a human to review the data and address situations on a case by case basis.
Automating the container deployment process is also related to how you monitor it. It is important to be able to track the setting generated by your configuration management. This is where container orchestrators can help. Kubernetes, Mesos and Cloud Foundry all enable auto-scaling.
Just as auto-scaling is supposed to save time, so is automating the recognition of patterns. Big Panda, CoScale, Dynatrace, Elastic Prelert, IBM Bluemix, Netsil and SignalFx are just a few of the companies that use artificial intelligence to identify patterns and detect anomalies. A common result is that much of the noise created by older monitoring approaches gets suppressed. In an interview with InApps Technology, Peter Arijs of CoScale says anomaly detection means you don’t have to watch the dashboards as much. The system is supposed to provide early warnings by identifying patterns of behavior among how different services, applications and infrastructure behave.
Dynatrace also uses artificial intelligence to look at downed services or applications to identify the root cause of the problem. Looking at an impacted service, it automatically measures what a good baseline would be to compare that service to, with different microservices having different thresholds. If a threshold is surpassed, then the user of the monitoring system either gets alerted or gets presented with a possible resolution in the dashboard.
Finding the Most Relevant Metrics
The number of container-related metrics that can be tracked has increased dramatically. Since the systems are more complex and decoupled, there is more to track in order to understand the entire system. This dramatically changes the approach people need to take in monitoring and troubleshooting systems. Traditionally, availability and utilization of hosts is measured for CPUs, memory, I/O and network traffic. Although these are still important for managing IT infrastructure, they do not provide the best frame of reference for evaluating what metrics to collect.
Although there are many different layers in this IT environment, services are a key unit of observation. Service health and performance is directly related to application performance. Services can be defined with common names, with their health and performance benchmarked over time. Services, including microservices running in containers, can be tracked across clusters. Observing clusters of services is similar to looking at the components of an application.
Google’s book on Site Reliability Engineering claims there are four key signals to look at when measuring the health and performance of services: latency, traffic, errors and saturation. Latency describes the time it takes to service requests. Within a container, it can be helpful to look at how slowly API calls are handled. Traffic and errors are both commonly tracked, and refer to the communicating and networking of services and the frequency of errors. Saturation describes how “full” the service is and emphasizes the most constrained resources. It is becoming a more popular way to measure system utilization because service performance degrades as they approach high saturation.
Using this viewpoint, we can see what types of metrics are most important throughout the IT environment. Information about containers is not an end unto itself. Instead, container activity is relevant to tracking infrastructure utilization as well as the performance of applications and infrastructure. Metrics about the saturation and latency of requests within a container are most relevant. Metrics about the health of individual containers will continue to be relevant. However, in terms of managing containers, measuring the health of clusters of containers will become more important.
It’s important to remember that you’re not just monitoring containers, but also the hosts they run on. Utilization levels for the host CPU and memory can help optimize resources. As Sematext DevOps Evangelist Stephan Thies wrote, “when the resource usage is optimized, a high CPU utilization might actually be expected and even desired, and alerts might make sense only for when CPU utilization drops (service outages) or increases for a longer period over some max limit (e.g., 85 [percent]).”
In the past, it was possible to benchmark host performance based on the number of applications running on it. If environments weren’t dynamic, with virtual instances being spun up and down, then it would be possible to count the number of containers running and compare it to historical performance. Alas, in dynamic environments, cluster managers are automatically scheduling workloads, so this approach is not possible. Instead, observing the larger IT environment for anomalies is becoming a way to detect problems.
The biggest changes in IT monitoring are the new groups involved and the new metrics they are using. IT operations still care about availability and cost optimization. DevOps and application developers focus on the performance of services. Everyone, especially the chief information officer, cares about the impact on business operations and customer interactions.
Of course, there are new metrics that have to be monitored. Our article “Tools and Processes for Monitoring Containers“ provides an overview of how to collect this data. All of these metrics can be collected in different ways. Another TNS article “Classes of Container Monitoring” details the different components of an effective monitoring stack. From collection to logging to visualization, there are unique technical challenges to monitoring containers and microservices. As the reader looks at next steps, “The Right Tool for the Job: Picking a Monitoring Solution“ provides important criteria to think about.
Editor’s Note: The article was revised on January 26, 2017. The paragraph starting ‘Traditional approaches to monitoring” was deleted.
Feature image by Pixabay.
InApps Technology is a wholly owned subsidiary of Insight Partners, an investor in the following companies mentioned in this article: Big Panda, Sysdig.
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