Tag: observability

  • How to Migrate an Observability Platform to Open Source

    How to Migrate an Observability Platform to Open Source

    Achieving full observability across enterprise applications is challenging. While third-party services like New Relic or Datadog make end-to-end observability easier, as your application grows in complexity, so does the telemetry data, leading to increased costs. Migrating to an open source stack gives you control over telemetry data and reduces observability costs, despite challenges with existing service provider commitments.

    Migrating to open source solutions is straightforward with simple architecture and tech stacks. However, transitioning the entire observability stack to open source demands meticulous planning, tools/frameworks assessments, testing, risk analysis, and cross-team communication, especially given the number of microservices, heavy cloud reliance, and diverse languages and frameworks to take into account.

    A cloud observability platform usually absorbs 20%-30% of overall infrastructure spending, but in some cases, it can reach 50%-60%. If your observability expenses exceed 50%, then transitioning to open source solutions would be a sensible option to mitigate tech infrastructure costs.

    For the past two years, I have been working on migrating the observability platform from a proprietary solution provider to an open source stack. Let’s dive into the key steps necessary for such a migration.

    Finalize the key telemetry data and systems

    Managed observability platforms offer comprehensive insights into system health, necessitating a significant volume of high-quality telemetry data. By default, the agents tasked with capturing and transmitting telemetry data are configured to gather as much information as possible, facilitating the creation of extensive dashboards and reports. However, this extensive data collection contributes to the overall cost.

    Select which systems you actually need to monitor. A typical enterprise application includes databases, caching databases, container orchestrators, and numerous cloud services. Engineers often monitor more services than necessary, which leads to unnecessary complexities and costs. It’s often sufficient to streamline the monitoring scope to essential systems.

    In my experience, the quantity of telemetry data required is significantly lower than what third-party services typically retrieve. You can easily divide those data collections into two buckets: must-have and nice-to-have. The “must-have” data aligns with the well-established four golden signals:

    • Latency: the amount of time it takes to serve a request
    • Traffic: the volume of requests that a system is currently handling
    • The error rate: the number of requests that fail or return unexpected responses
    • Resource saturation: the percentage of available resources being consumed

    These fundamental signals serve as the foundation for key dashboards and alerts. Observability platforms built on these signals cover 80% of typical use cases.

    Understanding each signal’s metadata requirements is crucial. The extent of metadata captured directly impacts the observability platform’s complexity and cost. For example, when monitoring service-to-service latency, consider the necessity for service IP addresses, instance IDs, or header information.

    Select the relevant stack

    Managed observability platforms such as New Relic and Datadog provide comprehensive monitoring for various enterprise components. However, when you migrate to an open source stack, you must assess and integrate the tool stacks to meet diverse monitoring requirements.

    One important aspect to consider is scaling: how to manage the huge amount of data generated every minute across all those systems. Focus on two fronts: selecting the stack for storing and processing telemetry data (logs, metrics and traces) and devising methods for capturing and pushing telemetry data from diverse systems.

    Telemetry signal stack selections
    Telemetry signal stack selections

    Stack for logs

    You require a stack that can efficiently and economically process and store the substantial volume of logs generated by the system. In the past, I used the ELK stack for storing and searching logs, but it is a generic solution and not tailored specifically for logs.

    I recommend Grafana’s Loki for its effective management of large log volumes and LogQL, a language akin to PromQL. If you are familiar with PromQL, navigating through extensive log data with LogQL is easy and intuitive.

    Stack for Metrics

    Prometheus is a popular database for storing time-series metrics data. However, it has scaling-related limitations; it cannot scale horizontally. Alternatives like Thanos, Grafana’s Mimir, and VictoriaMetrics offer better out-of-the-box solutions for horizontal scaling.

    I conducted some research and ultimately chose Grafana’s Mimir to store metrics in a similar migration project. This decision was based on Mimir’s remote storage capability, as well as its scalable and highly available architecture.

    Stack of Tracing

    Distributed tracing is a must in a microservices architecture, for easily identifying bottlenecks in latency and for resolving performance-related bugs. Grafana’s Tempo could be a good option for several reasons:

    • It can seamlessly integrate as a backend for Grafana’s dashboard. Consolidating dashboards in Grafana helps avoid navigating between multiple applications. Switching platforms just for tracing while using Grafana for other aspects of observability would not be practical.
    • Tempo provides a similar experience to TraceQL when interacting with the database, streamlining the learning process and significantly reducing the learning curve.
    • Tempo is compatible with popular open source tracing protocols such as Zipkin and Jaeger. If any team already uses these protocols, transitioning to Grafana’s Tempo would be smoother.
    Capturing and pushing telemetry data
    Capturing and pushing telemetry data

    You have to install an agent on the system to capture and push the telemetry data. Those steps vary based on the system being monitored. Typical enterprise application setups involve monitoring cloud integrations, process monitoring, infrastructure hosts, Kubernetes clusters and application monitoring. Among the possibilities:

    • Cloud integrations: This includes monitoring for cloud services such as SQS, SNS, EMR and EC2.
    • Process monitoring: This involves monitoring processes running on bare-metal machines. With the advent of dockerization and Kubernetes, there is now a standardized way of starting the application. In the past, there was no fixed mechanism. For example, to run a Java application, you could use a Java application, the ‘java -jar’ command, Tomcat, or OS systemctl. In the case of node, it could be npm or PM2. Each team or service may have had its own way of starting the process.
    • Infrastructure host: This entails monitoring the machine itself for metrics such as CPU usage, memory, disk I/O and Network IO or checking if the machine is offline.
    • Kubernetes monitoring: You regularly need to monitor a Kubernetes cluster, such as instances where Kubernetes is unable to schedule a pod due to insufficient resources.
    • Application monitoring: This monitoring focuses on overseeing the services the team created. Each service may differ in its development approach and choice of tech stack; but from an observability perspective, they usually are treated the same.
    • Browser and mobile monitoring: These metrics ensure optimal performance and user experience across different platforms. Browser monitoring includes tracking page load times, rendering performance, JavaScript errors and resource usage. For mobile, it includes monitoring app crashes, latency, battery usage, network requests and device-specific metrics.

    Before the advent of OpenTelemetry, there was no standardized method for monitoring applications. OpenTelemetry emerged from the merger of two earlier projects, OpenTracing and OpenCensus. It stands as a vendor- and tool-agnostic framework to instrument applications or systems irrespective of language, infrastructure or runtime environment. OpenTelemetry represents a significant community effort, and its popularity and stability are steadily growing.

    Validate observability stack on application architecture

    Applications vary in architecture and development stages. To address this diversity, you need multiple proofs-of-concept (POCs) across different systems, such as infrastructure, cloud service and backend and frontend applications.

    Migrating an observability platform from one tech stack to another is simple when the application architecture is a monolith. However, when the underlying architecture is microservices, it becomes difficult.

    While the microservices architecture offers flexibility in choosing different tech stacks for building services, devising a standard solution for capturing telemetry data becomes challenging due to the diverse range of tech stacks involved.

    Conducting POCs for various tech combinations is necessary to build a self-service tool that individual teams can follow to migrate their services easily. For instance, if your service uses Java 11, Spring Boot 3.x.x and PostgreSQL, these POCs can provide standardized steps to enable application monitoring.

    Migrate core components

    Setting up the observability platform involves configuring the stack for metrics, logs and traces, as well as installing the necessary agents. One advantage of migrating the observability platform is that there’s no need to transfer old telemetry data. During the testing phase, you will have an overlapping period to accumulate enough useful data to create specific dashboards and alerts.

    Migrating alerts and dashboards to the new system is essential, even when data migration is not necessary. This is because changes in the underlying techniques for capturing metrics may modify the names of the metrics and subsequently change all query expressions used in alerts and dashboards. Some metrics may not be available in certain scenarios, especially derived metrics that can be recreated from underlying metrics.

    While migrating query expressions manually is an option, a manual process is error-prone and time-consuming for a large number of alerts. I had experienced a similar situation with alert numbers ranging from 100 to 400.

    To streamline the migration, we developed a Node.js script that programmatically converted New Relic’s query expressions to Prometheus expressions. The script performed the following high-level steps:

    • Connected to the New Relic API server and fetched all the alerts configured for cloud integration
    • Converted New Relic alert expressions into PromQL alert expressions
    • Wrote all the Prometheus alert expressions into the YAML file

    Implementing this technique allowed us to successfully migrate all alerts and dashboards in four or five days, a process that would normally demand a month’s manual labor. Additionally, scripting significantly minimized the risk of human error.

    Test the migration

    Verify each alert and dashboard. Run both old and new platforms during testing. Parallel operation permits thorough testing of the metrics.

    However, running both systems concurrently may lead to a performance hit due to services sending telemetry data to two locations. Additionally, there may be a slight increase in costs until the complete transition.

    Running both systems in parallel provides an ideal setup to ensure the migrated dashboards and alerts are functioning correctly.

    Testing alerts that trigger during this process is straightforward, but evaluating those that have not yet triggered poses a challenge. In one project, I reduced the threshold value of each alert and tested its functionalities. Approximately 90% of the alerts generated through custom scripts worked seamlessly, with only 10% requiring some manual tweaking.

    Migrate other related components

    Other systems depend on the data generated by the observability platform. For example:

    • Notification systems like email, Slack channel, etc., that alert in case of an incident
    • Incident management tools like PagerDuty provide a streamlined way to handle incidents.

    These systems rely on the alert’s payload to work properly. Their assets should be updated, as a change in the observability platform leads to a change in the alert payload. Update the templates of notification systems to ensure they seamlessly integrate with the new alert payload.

    Similarly, incident management tools like PagerDuty require modifications to routing rules, escalation policies, and scheduling. Fortunately, readymade open-source migration tools are available to facilitate easy migration from PagerDuty to Grafana’s OnCall. However, in other solutions, you may not have access to out-of-the-box migration tools. In such cases, manual migration or script writing may be required.

    Timeframe for the Migration

    Planning a migration involves finalizing key telemetry data and systems, selecting relevant stacks. and validating the observability stack on the application architecture. It typically takes around three weeks.

    The project duration depends on factors such as the number of teams involved and the quantity of active services. For instance, a migration to open source with 100 microservices and involvement from 10 different teams may take four months to complete.

    Migration Complete!

    Transitioning your observability platform to an open-source stack offers a promising avenue for cost reduction and increased control over telemetry data. However, accomplishing this migration demands meticulous planning and execution, encompassing essential steps like feature prioritization, stack selection, POCs, core component migration, testing, and the migration of related systems. Despite the challenges posed by diverse architectures and technologies, a systematic approach, comprehensive assessment, and collaboration among teams can facilitate a smooth migration process and guarantee its success.

  • Building an Open Source Observability Platform

    Building an Open Source Observability Platform

    Enterprises are under constant pressure to ensure their IT infrastructure and applications are available throughout the year. The complexity of modern architectures (containers, hybrid cloud, SOA, microservices, etc.) is constantly growing, generating vast volumes of unmanageable logs. We need intelligent application performance management (APM) and observability tools to achieve production excellence and meet the availability and uptime goals. These include analyzing application health, performance and user experience. Adopting machine learning techniques to identify anomalies and behavior patterns will help detect the root cause early and meet customer service level agreements (SLA).

    The APM and observability tools market is undoubtedly hot. These tools ingest multiple telemetry data feeds and are powerful analytics platforms providing critical insights into application and infrastructure health, including system performance. The software development teams that adopt observability are much better equipped to release their application code iteratively. As per “MarketsandMarkets” research, the market size of observability tools and platforms is expected to grow from $2.4 billion in 2023 to $4+ billion by 2028 at a compound annual growth rate (CAGR) of 11.7%.

    What is Observability?

    Observability is the ability to collect data about the distributed applications, infrastructure and communication among its internal and external components and services, allowing teams to debug their systems diligently. It enables the site reliability engineering (SRE), software engineering and operations teams to analyze the customer impact and triage a service outage. Observability and monitoring are sometimes used interchangeably. Observability (proactive) makes the data accessible and allows you to ask any system question to know how the code behaves more deeply. Monitoring (reactive) is the task of collecting and displaying that data and the ability to determine the system’s overall state.
    Observability can be further broken down into three key pillars: Logs, traces and metrics, which are essential for SRE observability.

    • Logs help us diagnose the issues and tell us why they happened.
    • Traces help us isolate issues and tell us where they happened.
    • Metrics help us detect the issues and tell us what happened.

    Market Tools, Capabilities and Challenges

    Gartner’s magic quadrant for APM and observability has identified 20+ vendor products offering APM and observability capabilities, including self-hosted, vendor-managed or SaaS deployments. These products provide multiple features, including application performance metrics, monitoring and alerting on events, traceability, anomaly detection and vulnerabilities, etc.

    An enterprise business application comprises homegrown applications (such as .NET, Java, Python, SQL, NoSQL DB, etc.), third-party/off-the-shelf products (such as Salesforce, HubSpot, etc.), and integrations (such as Stripe, PayPal, etc.). Homegrown applications are hosted in an on-premises data center or by cloud vendors like AWS, GCP, or Azure. The off-the-shelf products are SaaS-based or integrated via APIs. There are highly distributed applications spanning tens and hundreds of nodes, services and instances.

    • Too Many Tools: Enterprise applications use various tools for monitoring application health and performance (such as New Relic, Data Dog, etc.), Error logging (such as Splunk), and cloud vendor-provided tools (such as CloudWatch). These products overlap in functionality and maintaining and managing these tools (procurement, learning curve, etc.) can be cumbersome.

    • Unpredictable Data Volume: Imagine the volume of observability data (logs, traces, metrics) collected based on the application traffic, usage, dependency on external products, etc. The amount of data storage required to consolidate these data feeds can quickly grow out of control.

    • Pricing is Complex: These vendor products also offer different pricing models such as charge per host (such as Splunk, Data Dog, Dynatrace), per-user (such as New Relic), per-ingestion (such as SumoLogic, AppDynamics). The complexity of pricing models makes it challenging to compare total cost of ownership (TCO) among vendors and determine the right tool that fits your requirements and budget.

    Why Choose Open Source Observability Platform?

    Open source-based observability tools aim to provide a standard, vendor-agnostic approach for ingesting, transforming and sending data to an observability backend. The open source observability tools can be an alternative to save on licensing costs and consolidate multiple APM tools with the tool that fits your requirements and budget.

    However, maintaining open-source systems may require efforts to set up and maintain and will add to your initial operational cost. But in the long term, you will save on licensing fees and avoid vendor lock-in and contractual agreements.

    Gartner predicts that, by 2025, 70% of new cloud-native application monitoring will use open-source instrumentation rather than vendor-specific agents for improved interoperability, and 70% of new cloud-native applications will adopt OpenTelemetry for observability rather than vendor-specific agents and software development kits (SDKs).

    Scale Observability Using the Open Source Ecosystem

    The open source landscape for observability is quite dynamic. There are multiple Cloud Native Computing Foundation (CNCF) open source tools for observability and monitoring. This post will primarily focus on the OpenTelemetry framework and LGTM technology stack.

    OpenTelemetry:
    The “too many tools” challenge described above brings up a new struggle in telemetry data collection. Each tool vendor has its own APIs, SDKs, agents and collectors for logs, metrics and traces. We need a unified telemetry collection using the OpenTelemetry framework to create and manage telemetry data such as logs, traces and metrics.

    The OTEL project under the auspices of the CNCF offers a unified set of vendor-agnostic APIs, SDKs, and tools for generating and collecting telemetry data and exporting it to various analysis tools. You get one API and SDK per programming language to extract your application’s observability data, a standard collector, a transmission protocol (OTLP) and more.

    LGTM:
    The most popular open source-based observability and monitoring is implemented using the LGTM technology stack.

    In the LGTM stack, we leverage:
    • Loki for log aggregation
    • Grafana dashboards for telemetry visualizations
    • Tempo (or Jaeger) for trace aggregation
    • Managed Prometheus for metrics aggregation

    Conclusion

    Observability is about complete visibility across your systems and tying business metrics with technical data. Monitoring is about understanding if things are working correctly, and AIOps is about getting meaning from that visibility. Observability and monitoring are critical to ensure the smooth functioning of applications and meet customer SLAs. In conclusion, by investing in open source OTel frameworks and LGTM tools, SRE teams can effectively monitor their applications and gain insights into system behavior and potential issues. These tools offer cost-effectiveness and customization to suit specific requirements. It promotes vendor neutrality, which can be critical for avoiding vendor lock-in.

  • Survey Surfaces Lack of Significant Observability Progress

    Survey Surfaces Lack of Significant Observability Progress

    A global survey of 500 IT professionals suggests organizations are not making a lot of progress in their ability to truly observe application environments, especially as they become more complex with each passing day.

    The survey, conducted by Logz.io, a provider of an observability platform, found only one in 10 respondents reported they have full observability into their application environments.

    Logz.io CTO Asaf Yigal said while more DevOps teams than ever are collecting logs, metrics and traces, most of them have yet to determine how to operationalize all the data being collected. As data is ingested, it doesn’t just need to be stored; it also needs to be correlated to the various services that make up an application, he noted.

    The more organizations deploy cloud-native applications in production environments the more pressing this issue becomes. All the microservices that make up those applications are now generating a massive amount of telemetry data that results in more alerts than ever being generated.

    Not surprisingly, the biggest challenges organizations encounter when managing Kubernetes clusters in production environments are monitoring/troubleshooting (40%), followed closely by security (37%) and networking (33%).

    Many organizations simply don’t have the skills required to manage cloud-native applications. Nearly half of respondents (48%) specifically cited a lack of knowledge as the biggest challenge they encountered when trying to observe these types of applications. From an IT management perspective, most microservices all use the same basic template, so it’s difficult for DevOps teams to identify which microservices are likely to have the biggest impact on service level objectives (SLOs) and service level agreements (SLAs) in the event of a disruption, noted Yigal.

    In the absence of the ability to determine the actual root cause of an issue, alert storms conspire to increase fatigue—and that eventually results in higher levels of burnout across the DevOps team, noted Yigal. In fact, 82% of respondents said their mean-time-to-resolution (MTTR) during production incidents was more than an hour.

    The survey also noted that more than half of respondents (52%) worked for organizations that are simultaneously trying to rein in monitoring costs. More than three-quarters (76%) of respondents also noted that open source OpenTelemetry (OTEL) or OTEL-centric tooling was at least somewhat important to their overall observability strategy.

    In addition, 87% of respondents said their organization is already using some form of platform engineering to manage DevOps workflows at scale.

    It’s not clear how quickly organizations are adopting observability tools and platforms, but too many DevOps teams lack the visibility needed to identify the root cause of an issue. As a result, variations of the same problems often keep manifesting themselves because previous remediation efforts simply didn’t go deep enough to resolve the core issue.

    Of course, there may come a day when machine learning algorithms, along with other forms of artificial intelligence (AI), will make it simpler to surface these issues. The challenge, in the meantime, is laying down the observability foundation today to provide access to the data that will be required to train those AI models.

  • OpenTelemetry Project Maintainers Add Code Profiling Capabilities

    OpenTelemetry Project Maintainers Add Code Profiling Capabilities

    This week at the KubeCon + CloudNativeCon Europe conference, the maintainers of the open source OpenTelemetry observability agent software project being advanced under the auspices of the Cloud Native Computing Foundation (CNCF) revealed they have added profiling capabilities to enable DevOps teams to identify the root cause of issues down to a specific line of code.

    Austin Parker, director of open source for Honeycomb and a maintainer of OpenTelemetry, said while several providers of IT observability platforms have in the past year added code profiling capabilities, it makes more sense to provide this as a capability surfaced by OpenTelemetry in a way that any IT platform can easily consume.

    The overall goal is to reduce the amount of time it takes to troubleshoot IT issues by identifying not just the code at issue but also the development team responsible for it, noted Parker.

    OpenTelemetry defines a format that makes it simpler to centrally manage the collection metrics, logs and traces using open source software. In general, OpenTelemetry continues to gain traction as DevOps teams look to rationalize the amount of commercial agent software they need to deploy, update and manage.

    In effect, OpenTelemetry is aggregating agent software that, in terms of observability, provides no differentiated value, said Parker. That’s critical because as application environments become more complex, it’s all but impossible to manage them without being able to broadly apply the agent software required to instrument them.

    In the future, OpenTelemetry is expected to add additional capabilities such as data pre-processing, filtering or routing to redact sensitive data in a way that still fosters observability.

    Ultimately, as OpenTelemetry becomes more widely employed, it makes it significantly easier for developers to understand how their application is performing, noted Parker. Over time, armed with those insights, developers will build and deliver higher-quality applications, he added.

    It’s still early days as far as adoption of OpenTelemetry is concerned, but it’s clearly well on its way to becoming a de facto standard for enabling observability. The number of developers who have access to not just metrics and logs but also traces should steadily increase as the cost of instrumenting code declines.

    Of course, finding a way to collect that data inexpensively will also be crucial for applying artificial intelligence (AI) to DevOps workflows. After all, before an AI model can be trained, it needs access to verified data.

    In the meantime, DevOps teams might want to consider at what rate they can replace existing commercial agents deployed across the enterprise. Much of that agent software is more mature than OpenTelemetry, but over time, the economic arguments for using open source agent software become compelling. Many of the providers of observability platforms have already made support for OpenTelemerty available by default.

    Regardless of approach, the need for observability has always been apparent. The issue is that there is a world of difference between monitoring a pre-defined set of metrics and being able to launch queries to identify the root cause of an issue that metrics alone are not going to be able to surface.