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Mastering Infrastructure as Code for Platform Teams

Learn how to master Infrastructure as Code (IaC) for platform teams. Explore the benefits, best practices, tools, and strategies to foster an IaC culture while avoiding common pitfalls.

Zan Faruqui
May 16, 2023

Most organizations would agree that effectively managing cloud infrastructure at scale is an immense challenge.

With infrastructure as code, platform teams can tame the complexity of multi-cloud environments through codified and automated provisioning, configuration, and management.

In this post, we'll demystify infrastructure as code, explore its core benefits and best practices, provide an overview of key technologies like Terraform, Ansible, and Kubernetes, and outline strategies to foster an IaC culture while avoiding common pitfalls.

Introduction: Unlocking the Power of Infrastructure as Code

Infrastructure as Code (IaC) is transforming how modern platform teams operate. By codifying infrastructure provisioning and management, IaC unlocks new levels of automation, efficiency, and innovation.

Infrastructure as Code Demystified

IaC refers to the practice of declaratively defining computing infrastructure resources within human-readable definition files that can then be utilized by automated systems to provision and manage that infrastructure predictably and immutably.

Instead of manually configuring infrastructure via graphical user interfaces, IaC allows you to write scripts and manifests that can then be executed to build everything from virtual servers and load balancers to container clusters and object storage buckets. This shifts infrastructure management to be version controlled, collaborative, testable, and repeatable.

Some key benefits of adopting an IaC approach include:

By codifying infrastructure, platform teams gain agility, reliability, and scale. This sets the foundation for the next generation of cloud native applications.

Leveraging the Benefits of Infrastructure as Code

IaC unlocks a number of powerful advantages:

Streamlined Processes

Manual infrastructure provisioning can be slow, tedious, and prone to human error. IaC automates environment building, app deployment, and resource scaling. This hugely accelerates platform team workflows.

Consistency and Compliance

IaC eliminates configuration drift by ensuring infrastructure adheres to a single source of truth. This aids compliance and security best practices across dev, test, and prod.

Cost Optimization

IaC enables teams to programmatically scale resources up and down based on utilization patterns. This reduces waste and drives cloud cost efficiency.

Innovation Velocity

By removing infrastructure friction, IaC frees up developer mindshare. Platform teams can focus less on plumbing and more on building differentiated services.

As infrastructure demands grow more complex, IaC will be crucial for teams to deliver quickly without technical debt or burnout.

Exploring the Infrastructure as Code Tool Ecosystem

There are a rich set of open source and commercial tools that support the IaC paradigm across the provisioning pipeline:

Provisioning Engines

The most popular IaC provisioning engine is Terraform. It uses a simple, declarative coding interface to manage infrastructure across public and private clouds. CloudFormation offers similar funcationality directly within AWS.

Configuration Management

Once base infrastructure is provisioned, Ansible and Chef can be used to further configure resources and environments in an automated, policy-driven manner.

Orchestration Frameworks

At scale, orchestrators like Kubernetes schedule and manage containers across clusters. They integrate tightly with IaC tools for full-lifecycle automation.

As IaC matures, purpose-built tools are emerging to codify specialized domains like policy enforcement, cost monitoring, secret management, and more. Adoption is accelerating fast.

Summary

Infrastructure as code offers a blueprint for platform teams to massively simplify cloud operations. By codifying provisioning, configuring infrastructure programmatically, and embracing automation, organizations can unlock huge gains in agility, resiliency, and innovation velocity. As cloud native architectures continue proliferating across the enterprise, IaC will be foundational.

What is meant by infrastructure as a code?

Infrastructure as Code (IaC) refers to the process of managing and provisioning infrastructure through machine-readable definition files rather than manual processes. With IaC, developers or operations teams use a high-level descriptive coding language to define and provision the infrastructure for applications within environment-specific configuration files.

These configuration files serve as the single source of truth for your infrastructure environment. They not only specify all the details needed to provision the infrastructure, but also help keep track of changes over time through version control. Some key benefits of infrastructure as code include:

Infrastructure as code is becoming an essential practice for cloud-based infrastructure management. Whether building on AWS, GCP or other platforms, IaC helps simplify provisioning and configuration while enabling scalability through codified definitions.

Overall, IaC offers organizations an efficient way to programmatically manage their infrastructure lifecycle using the same engineering disciplines traditionally reserved for application code. This brings improvements in productivity, compliance, cost management and reduces risks.

What is the difference between DevOps and infrastructure as code?

Infrastructure as code (IaC) is a practice in DevOps that enables IT teams to manage cloud infrastructure in a descriptive model, using code to automate the provisioning and management of resources. Rather than manually configuring infrastructure, with IaC you develop templates that describe the desired environment state. Popular IaC tools like Terraform, Ansible, and AWS CloudFormation turn these templates into API calls to provision and configure cloud resources.

DevOps refers to the combination of cultural philosophies, practices, and tools that aim to increase an organization’s ability to deliver applications and services faster. Adopting infrastructure as code is a core DevOps practice, allowing teams to treat infrastructure configurations as just another part of the continuous delivery pipeline.

IaC enables DevOps teams to:

The key difference is that DevOps is a set of processes and cultural values, while infrastructure as code represents one of the key technical practices and tools used in DevOps workflows. Adopting IaC supports DevOps goals like faster delivery, reduced risk, and continuous improvement.

An IaC template creates the same environment every time it is run. DevOps teams can continuously test and evolve their templates until they reach an optimal environment setup for the applications and resources they want to run. IaC makes the environment part of a software release, managed as part of the CI/CD pipeline.

Overall, DevOps and IaC work together - DevOps provides the processes and culture while IaC provides the tooling and automation capabilities. Using IaC helps teams fully realize many of the principles and benefits of DevOps.

Is Kubernetes an IaC tool?

No, Kubernetes is not an infrastructure as code (IaC) tool. However, it does have some overlapping capabilities that work very well with IaC tools.

Kubernetes is an open-source container orchestration system for automating deployment, scaling, and management of containerized applications. It handles scheduling and managing containers across clusters of hosts.

While Kubernetes focuses on application deployment automation, IaC tools like Terraform, Ansible, and Pulumi focus on provisioning and managing the underlying infrastructure and cloud resources needed to run containerized applications.

So why does Kubernetes pair nicely with IaC? A few reasons:

So in summary, Kubernetes and IaC tools automate complementary layers of the stack. Combining them unlocks scalable and efficient DevOps workflows for delivering containerized applications.

What is infrastructure as code principle?

Infrastructure as code (IaC) is a practice in IT operations that codifies and manages infrastructure elements like networks, virtual machines, load balancers, and connection topology as versionable and reusable definition files, rather than hardware configuration or interactive configuration tools.

With IaC, infrastructure elements have the same rigorous development lifecycle as application code:

Some key benefits of infrastructure as code include:

By treating infrastructure definition and management with the same rigor as application code, teams can enable continuous delivery pipelines and achieve efficient, scalable infrastructure management.

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Infrastructure as Code Best Practices for Platform Teams

Infrastructure as code (IaC) enables platform teams to programmatically provision and manage infrastructure in a consistent, repeatable way. Adopting IaC best practices is key for realizing the full benefits. Here are some top recommendations:

Ensuring Reliable Infrastructure through Testing and Validation

Thoroughly testing IaC templates is critical for preventing errors and ensuring reliable infrastructure deployments. Some key testing practices include:

Testing should occur both pre and post-deployment. For example, run acceptance tests after creating staging resources to confirm they are configured correctly.

Maintaining Consistency with Documentation Standards

Infrastructure complexity can spiral out of control without proper IaC documentation. To maximize clarity:

With consistent documentation, new team members can quickly familiarize themselves with your IaC implementation.

The Modular Approach to Infrastructure as Code

As infrastructure needs scale, monolithic templates become unmaintainable. Instead:

This modular approach allows for better collaboration and accelerates infrastructure development.

Infrastructure as code is transforming how modern platform teams operate. Applying best practices around testing, documentation and modularity helps harness its full potential while minimizing risk. Coherence provides integrated tools for easing adoption of IaC across AWS and GCP environments.

Tooling Mastery: Infrastructure as Code Technologies

Infrastructure as code (IaC) technologies empower platform teams to programmatically provision and manage cloud infrastructure through machine-readable definition files, rather than manual processes. IaC enables you to build reusable and idempotent infrastructure provisioning workflows to boost efficiency.

Let's explore some of the popular open-source IaC tools and how they can help streamline infrastructure management:

Provisioning Mastery with Terraform

Terraform is one of the most widely used infrastructure as code tools. It allows you to define cloud infrastructure in configuration files using HCL (HashiCorp Configuration Language) syntax.

Some key benefits of Terraform include:

For example, Terraform can allow you to programmatically spin up a load balanced auto-scaling group of EC2 instances on AWS, build a CI/CD pipeline on Azure DevOps and configure a GKE cluster on GCP.

By treating infrastructure as code, Terraform enables platform teams to develop reliable and version controlled infrastructure provisioning workflows.

Streamlining Configuration Management with Ansible

Ansible brings simplicity to app deployment, configuration management, and orchestration tasks through infrastructure as code principles.

Key advantages of Ansible:

For instance, Ansible can allow you to rollout application configuration updates across hundreds of servers, configure load balancers, automate routine administrative tasks like user management across environments.

By treating configuration as code, Ansible provides simplified and powerful automation for app deployment and IT automation tasks.

Harnessing Kubernetes for Scalable Infrastructure

Kubernetes has emerged as the de-facto open-source standard for container orchestration and a cornerstone of modern cloud-native infrastructure.

Here are some of its standout qualities:

For example, Kubernetes allows you to easily deploy a global scale microservices architecture with built-in load balancing, failover capabilities and horizontal scalability without worrying about underlying infrastructure complexities.

By providing programmatic control over containerized infrastructure, Kubernetes empowers organizations to build and operate resilient large-scale applications.

In summary, Terraform, Ansible and Kubernetes are indispensable tools for embracing infrastructure as code. Together they enable platform teams to automate provisioning, configuration and orchestration tasks through a version controlled and templated approach. This leads to consistent, reusable and idempotent infrastructure deployment workflows.

Fostering an Infrastructure as Code Culture

Infrastructure as code (IaC) brings immense benefits, but realizing its full potential requires buy-in across an organization. Fostering an IaC culture is key.

Advocating for Infrastructure as Code Benefits

To drive IaC adoption, clearly communicate its advantages:

Highlighting these benefits secures stakeholder buy-in to foster an IaC-first culture.

Standardizing Success: Promoting Infrastructure as Code Best Practices

With executive sponsorship, introduce IaC standards and best practices organization-wide:

Formalizing processes gives teams guardrails to learn and advance IaC skills efficiently.

Building Centers of Excellence for Infrastructure as Code

Finally, identify internal IaC subject matter experts to pioneer practices. These groups evangelize capabilities, provide mentoring, define architectures, and spearhead high-impact initiatives. Centers of excellence diffuse existing tribal knowledge while progressing skills company-wide. They transform IaC from novelty to norm.

With executive sponsorship, grassroots advocacy, standardized processes, and technical leadership, organizations can nurture an IaC culture propelling innovation at scale.

Adopting infrastructure as code can streamline cloud resource management, but teams may encounter common pitfalls during implementation. This section provides solutions to overcome three main challenges.

Seamless Integration with Legacy Systems

Integrating infrastructure as code with legacy systems requires planning to ensure a smooth transition. Here are some key strategies:

Following these best practices paves the way for a successful integration between infrastructure as code pipelines and legacy systems.

Rigorous Performance and Security Testing in the IaC Pipeline

Given infrastructure managed as code can have broad impacts if compromised, baking comprehensive security and performance testing into the infrastructure as code pipeline is critical. Strategies include:

Rigorous testing aligns with security best practices around software development lifecycles. It reduces risk and provides safeguards for infrastructure managed as code.

Managing Organizational Resistance to Automation

Despite the benefits, some may resist adopting infrastructure as code due to concerns around job security or skepticism about automation. Strategies to overcome resistance include:

With an empathy-based approach understanding hesitations around automation, organizations can override inertia and smoothly transition to infrastructure as code.

This section explored solutions for legacy system integration, rigorous pipeline testing, and managing organizational resistance when adopting infrastructure as code. Following these industry best practices helps harness the automation benefits of infrastructure as code while safeguarding security and stability. Platform teams can drive efficiency gains through code-based cloud management without compromising reliability.

Learning and Evolving with Infrastructure as Code

Infrastructure as code (IaC) has transformed how platform teams manage cloud resources. By codifying infrastructure into configuration files that can be versioned and deployed automatically, IaC enables faster provisioning, increased consistency, and improved productivity.

As powerful as IaC is today, the technology will continue advancing in exciting new directions that further simplify cloud operations. Keeping pace with these innovations is key for platform teams aiming to maximize efficiency.

Embracing Multi-Cloud and Hybrid Strategies with IaC

With the rise of multi-cloud and hybrid cloud strategies, IaC solutions must evolve to support greater flexibility in deployment targets. Platform teams need infrastructure automation that can adapt to different cloud providers, on-prem resources, or blended environments.

Tools like Terraform offer cloud-agnostic IaC capabilities out-of-the-box. And integrations with CI/CD pipelines make testing across environments seamless during development. As more businesses pursue hybrid models, expect leading IaC platforms to align roadmaps with multi-cloud goals. The ability to abstract infrastructure complexities through code will be critical.

The Next Frontier: Intelligent Infrastructure Automation

The integration of artificial intelligence into IaC tools unlocks game-changing potential. Machine learning algorithms can eventually analyze usage patterns and recommend optimized infrastructure configurations automatically. Or identify ways to improve reliability and scalability across environments.

While still an emerging concept, intelligent automation of infrastructure management via AI assistants and analytics software is certainly part of IaC's future. Forward-looking teams can start evaluating tools that incorporate predictive insights and smart recommendations today.

The Trend Towards Tool Consolidation

Presently, many platform teams use separate IaC solutions for configuring infrastructure, managing Kubernetes, and building CI/CD pipelines. This can introduce unnecessary complexity. As IaC platforms grow more versatile, consolidating processes into a unified toolchain will likely emerge as a best practice.

Look for leading vendors to converge provisioning, deployment, and DevOps capabilities into integrated platforms. With a common syntax and permissions model, developers can fluidly transition between tasks without context switching. And platform teams gain a centralized control plane with greater visibility. Tool consolidation may soon revolutionize workflows.

Infrastructure automation will only become smarter, more flexible and integrated over time. By staying attuned to the latest advances, platform teams can craft future-proof strategies that maximize the transformational potential of IaC. The coming innovations promise even faster cloud development cycles and simplified IT operations through code.

Harnessing the Full Spectrum of IaC Advantages

Infrastructure as Code (IaC) offers platform teams unprecedented control, efficiency, and consistency in managing cloud environments. By codifying infrastructure into versioned definition files, teams gain the capability to programmatically provision, update, and decommission resources while enabling collaboration through shared code repositories.

Mastering IaC unlocks a spectrum of advantages:

Enhanced Agility

IaC accelerates delivery pipelines. Infrastructure changes that once took days or weeks can now be applied in minutes through automated pipelines. This facilitates faster iterations and continuous delivery.

Improved Reliability

Infrastructure definitions encode approved configurations, standards, and controls. This minimizes configuration drift and enables preventative governance. Issues can also be quickly identified and remediated.

Greater Portability

With infrastructure codified into declarative files, those definitions can be reused across environments and cloud providers. This simplifies migrations and avoids vendor lock-in.

Increased Efficiency

IaC eliminates manual processes, enabling teams to focus on high-value work. Code reviews also encourage knowledge sharing and collective ownership over infrastructure.

Centralized Governance

Centrally storing IaC definition files provides a single source of truth for infrastructure. This facilitates policy enforcement, access controls, and compliance auditing.

By fully embracing IaC, platform teams can transform infrastructure management - unlocking automation, consistency, and unprecedented agility across cloud environments. This new operational model is key for organizations to harness the cloud's potential and achieve their digital ambitions.


       

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