This principle in the reliability pillar of the Google Cloud Architecture Framework provides recommendations to help you design and run tests for recovery in the event of failures.
This principle is relevant to the learning focus area of reliability.
Principle overview
To be sure that your system can recover from failures, you must periodically run tests that include regional failovers, release rollbacks, and data restoration from backups.
This testing helps you to practice responses to events that pose major risks to reliability, such as the outage of an entire region. This testing also helps you verify that your system behaves as intended during a disruption.
In the unlikely event of an entire region going down, you need to fail over all traffic to another region. During normal operation of your workload, when data is modified, it needs to be synchronized from the primary region to the failover region. You need to verify that the replicated data is always very recent, so that users don't experience data loss or session breakage. The load balancing system must also be able to shift traffic to the failover region at any time without service interruptions. To minimize downtime after a regional outage, operations engineers also need to be able to manually and efficiently shift user traffic away from a region, in as less time as possible. This operation is sometimes called draining a region, which means you stop the inbound traffic to the region and move all the traffic elsewhere.
Recommendations
When you design and run tests for failure recovery, consider the recommendations in the following subsections.
Define the testing objectives and scope
Clearly define what you want to achieve from the testing. For example, your objectives can include the following:
- Validate the recovery time objective (RTO) and the recovery point objective (RPO). For details, see Basics of DR planning.
- Assess system resilience and fault tolerance under various failure scenarios.
- Test the effectiveness of automated failover mechanisms.
Decide which components, services, or regions are in the testing scope. The scope can include specific application tiers like the frontend, backend, and database, or it can include specific Google Cloud resources like Cloud SQL instances or GKE clusters. The scope must also specify any external dependencies, such as third-party APIs or cloud interconnections.
Prepare the environment for testing
Choose an appropriate environment, preferably a staging or sandbox environment that replicates your production setup. If you conduct the test in production, ensure that you have safety measures ready, like automated monitoring and manual rollback procedures.
Create a backup plan. Take snapshots or backups of critical databases and services to prevent data loss during the test. Ensure that your team is prepared to do manual interventions if the automated failover mechanisms fail.
To prevent test disruptions, ensure that your IAM roles, policies, and failover configurations are correctly set up. Verify that the necessary permissions are in place for the test tools and scripts.
Inform stakeholders, including operations, DevOps, and application owners, about the test schedule, scope, and potential impact. Provide stakeholders with an estimated timeline and the expected behaviors during the test.
Simulate failure scenarios
Plan and execute failures by using tools like Chaos Monkey. You can use custom scripts to simulate failures of critical services such as a shutdown of a primary node in a multi-zone GKE cluster or a disabled Cloud SQL instance. You can also use scripts to simulate a region-wide network outage by using firewall rules or API restrictions based on your scope of test. Gradually escalate the failure scenarios to observe system behavior under various conditions.
Introduce load testing alongside failure scenarios to replicate real-world usage during outages. Test cascading failure impacts, such as how frontend systems behave when backend services are unavailable.
To validate configuration changes and to assess the system's resilience against human errors, test scenarios that involve misconfigurations. For example, run tests with incorrect DNS failover settings or incorrect IAM permissions.
Monitor system behavior
Monitor how load balancers, health checks, and other mechanisms reroute traffic. Use Google Cloud tools like Cloud Monitoring and Cloud Logging to capture metrics and events during the test.
Observe changes in latency, error rates, and throughput during and after the failure simulation, and monitor the overall performance impact. Identify any degradation or inconsistencies in the user experience.
Ensure that logs are generated and alerts are triggered for key events, such as service outages or failovers. Use this data to verify the effectiveness of your alerting and incident response systems.
Verify recovery against your RTO and RPO
Measure how long it takes for the system to resume normal operations after a failure, and then compare this data with the defined RTO and document any gaps.
Ensure that data integrity and availability align with the RPO. To test database consistency, compare snapshots or backups of the database before and after a failure.
Evaluate service restoration and confirm that all services are restored to a functional state with minimal user disruption.
Document and analyze results
Document each test step, failure scenario, and corresponding system behavior. Include timestamps, logs, and metrics for detailed analyses.
Highlight bottlenecks, single points of failure, or unexpected behaviors observed during the test. To help prioritize fixes, categorize issues by severity and impact.
Suggest improvements to the system architecture, failover mechanisms, or monitoring setups. Based on test findings, update any relevant failover policies and playbooks. Present a postmortem report to stakeholders. The report should summarize the outcomes, lessons learned, and next steps. For more information, see Conduct thorough postmortems.
Iterate and improve
To validate ongoing reliability and resilience, plan periodic testing (for example, quarterly).
Run tests under different scenarios, including infrastructure changes, software updates, and increased traffic loads.
Automate failover tests by using CI/CD pipelines to integrate reliability testing into your development lifecycle.
During the postmortem, use feedback from stakeholders and end users to improve the test process and system resilience.