Automate and manage change

Last reviewed 2024-10-31 UTC

This principle in the operational excellence pillar of the Google Cloud Architecture Framework provides recommendations to help you automate and manage change for your cloud workloads. It involves implementing infrastructure as code (IaC), establishing standard operating procedures, implementing a structured change management process, and using automation and orchestration.

Principle overview

Change management and automation play a crucial role in ensuring smooth and controlled transitions within cloud environments. For effective change management, you need to use strategies and best practices that minimize disruptions and ensure that changes are integrated seamlessly with existing systems.

Effective change management and automation include the following foundational elements:

  • Change governance: Establish clear policies and procedures for change management, including approval processes and communication plans.
  • Risk assessment: Identify potential risks associated with changes and mitigate them through risk management techniques.
  • Testing and validation: Thoroughly test changes to ensure that they meet functional and performance requirements and mitigate potential regressions.
  • Controlled deployment: Implement changes in a controlled manner, ensuring that users are seamlessly transitioned to the new environment, with mechanisms to seamlessly roll back if needed.

These foundational elements help to minimize the impact of changes and ensure that changes have a positive effect on business operations. These elements are represented by the processes, tooling, and governance focus areas of operational readiness.

Recommendations

To automate and manage change, consider the recommendations in the following sections. Each recommendation in this document is relevant to one or more of the focus areas of operational readiness.

Adopt IaC

Infrastructure as code (IaC) is a transformative approach for managing cloud infrastructure. You can define and manage cloud infrastructure declaratively by using tools like Terraform. IaC helps you achieve consistency, repeatability, and simplified change management. It also enables faster and more reliable deployments. This recommendation is relevant to these focus areas of operational readiness: processes and tooling.

The following are the main benefits of adopting the IaC approach for your cloud deployments:

  • Human-readable resource configurations: With the IaC approach, you can declare your cloud infrastructure resources in a human-readable format, like JSON or YAML. Infrastructure administrators and operators can easily understand and modify the infrastructure and collaborate with others.
  • Consistency and repeatability: IaC enables consistency and repeatability in your infrastructure deployments. You can ensure that your infrastructure is provisioned and configured the same way every time, regardless of who is performing the deployment. This approach helps to reduce errors and ensures that your infrastructure is always in a known state.
  • Accountability and simplified troubleshooting: The IaC approach helps to improve accountability and makes it easier to troubleshoot issues. By storing your IaC code in a version control system, you can track changes, and identify when changes were made and by whom. If necessary, you can easily roll back to previous versions.

Implement version control

A version control system like Git is a key component of the IaC process. It provides robust change management and risk mitigation capabilities, which is why it's widely adopted, either through in-house development or SaaS solutions. This recommendation is relevant to these focus areas of operational readiness: governance and tooling.

By tracking changes to IaC code and configurations, version control provides visibility into the evolution of the code, making it easier to understand the impact of changes and identify potential issues. This enhanced visibility fosters collaboration among team members who work on the same IaC project.

Most version control systems let you easily roll back changes if needed. This capability helps to mitigate the risk of unintended consequences or errors. By using tools like Git in your IaC workflow, you can significantly improve change management processes, foster collaboration, and mitigate risks, which leads to a more efficient and reliable IaC implementation.

Build CI/CD pipelines

Continuous integration and continuous delivery (CI/CD) pipelines streamline the process of developing and deploying cloud applications. CI/CD pipelines automate the building, testing, and deployment stages, which enables faster and more frequent releases with improved quality control. This recommendation is relevant to the tooling focus area of operational readiness.

CI/CD pipelines ensure that code changes are continuously integrated into a central repository, typically a version control system like Git. Continuous integration facilitates early detection and resolution of issues, and it reduces the likelihood of bugs or compatibility problems.

To create and manage CI/CD pipelines for cloud applications, you can use tools like Cloud Build and Cloud Deploy.

  • Cloud Build is a fully managed build service that lets developers define and execute build steps in a declarative manner. It integrates seamlessly with popular source-code management platforms and it can be triggered by events like code pushes and pull requests.
  • Cloud Deploy is a serverless deployment service that automates the process of deploying applications to various environments, such as testing, staging, and production. It provides features like blue-green deployments, traffic splitting, and rollback capabilities, making it easier to manage and monitor application deployments.

Integrating CI/CD pipelines with version control systems and testing frameworks helps to ensure the quality and reliability of your cloud applications. By running automated tests as part of the CI/CD process, development teams can quickly identify and fix any issues before the code is deployed to the production environment. This integration helps to improve the overall stability and performance of your cloud applications.

Use configuration management tools

Tools like Puppet, Chef, Ansible, and VM Manager help you to automate the configuration and management of cloud resources. Using these tools, you can ensure resource consistency and compliance across your cloud environments. This recommendation is relevant to the tooling focus area of operational readiness.

Automating the configuration and management of cloud resources provides the following benefits:

  • Significant reduction in the risk of manual errors: When manual processes are involved, there is a higher likelihood of mistakes due to human error. Configuration management tools reduce this risk by automating processes, so that configurations are applied consistently and accurately across all cloud resources. This automation can lead to improved reliability and stability of the cloud environment.
  • Improvement in operational efficiency: By automating repetitive tasks, your organization can free up IT staff to focus on more strategic initiatives. This automation can lead to increased productivity and cost savings and improved responsiveness to changing business needs.
  • Simplified management of complex cloud infrastructure: As cloud environments grow in size and complexity, managing the resources can become increasingly difficult. Configuration management tools provide a centralized platform for managing cloud resources. The tools make it easier to track configurations, identify issues, and implement changes. Using these tools can lead to improved visibility, control, and security of your cloud environment.

Automate testing

Integrating automated testing into your CI/CD pipelines helps to ensure the quality and reliability of your cloud applications. By validating changes before deployment, you can significantly reduce the risk of errors and regressions, which leads to a more stable and robust software system. This recommendation is relevant to these focus areas of operational readiness: processes and tooling.

The following are the main benefits of incorporating automated testing into your CI/CD pipelines:

  • Early detection of bugs and defects: Automated testing helps to detect bugs and defects early in the development process, before they can cause major problems in production. This capability saves time and resources by preventing the need for costly rework and bug fixes at later stages in the development process.
  • High quality and standards-based code: Automated testing can help improve the overall quality of your code by ensuring that the code meets certain standards and best practices. This capability leads to more maintainable and reliable applications that are less prone to errors.

You can use various types of testing techniques in CI/CD pipelines. Each test type serves a specific purpose.

  • Unit testing focuses on testing individual units of code, such as functions or methods, to ensure that they work as expected.
  • Integration testing tests the interactions between different components or modules of your application to verify that they work properly together.
  • End-to-end testing is often used along with unit and integration testing. End-to-end testing simulates real-world scenarios to test the application as a whole, and helps to ensure that the application meets the requirements of your end users.

To effectively integrate automated testing into your CI/CD pipelines, you must choose appropriate testing tools and frameworks. There are many different options, each with its own strengths and weaknesses. You must also establish a clear testing strategy that outlines the types of tests to be performed, the frequency of testing, and the criteria for passing or failing a test. By following these recommendations, you can ensure that your automated testing process is efficient and effective. Such a process provides valuable insights into the quality and reliability of your cloud applications.