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# Migration Patterns Catalog
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## Overview
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This catalog provides detailed descriptions of proven migration patterns, their use cases, implementation guidelines, and best practices. Each pattern includes code examples, diagrams, and lessons learned from real-world implementations.
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## Database Migration Patterns
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### 1. Expand-Contract Pattern
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**Use Case:** Schema evolution with zero downtime
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**Complexity:** Medium
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**Risk Level:** Low-Medium
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#### Description
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The Expand-Contract pattern allows for schema changes without downtime by following a three-phase approach:
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1. **Expand:** Add new schema elements alongside existing ones
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2. **Migrate:** Dual-write to both old and new schema during transition
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3. **Contract:** Remove old schema elements after validation
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#### Implementation Steps
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```sql
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-- Phase 1: Expand
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ALTER TABLE users ADD COLUMN email_new VARCHAR(255);
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CREATE INDEX CONCURRENTLY idx_users_email_new ON users(email_new);
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-- Phase 2: Migrate (Application Code)
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-- Write to both columns during transition period
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INSERT INTO users (name, email, email_new) VALUES (?, ?, ?);
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-- Backfill existing data
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UPDATE users SET email_new = email WHERE email_new IS NULL;
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-- Phase 3: Contract (after validation)
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ALTER TABLE users DROP COLUMN email;
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ALTER TABLE users RENAME COLUMN email_new TO email;
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```
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#### Pros and Cons
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**Pros:**
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- Zero downtime deployments
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- Safe rollback at any point
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- Gradual transition with validation
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**Cons:**
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- Increased storage during transition
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- More complex application logic
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- Extended migration timeline
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### 2. Parallel Schema Pattern
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**Use Case:** Major database restructuring
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**Complexity:** High
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**Risk Level:** Medium
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#### Description
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Run new and old schemas in parallel, using feature flags to gradually route traffic to the new schema while maintaining the ability to rollback quickly.
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#### Implementation Example
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```python
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class DatabaseRouter:
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def __init__(self, feature_flag_service):
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self.feature_flags = feature_flag_service
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self.old_db = OldDatabaseConnection()
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self.new_db = NewDatabaseConnection()
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def route_query(self, user_id, query_type):
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if self.feature_flags.is_enabled("new_schema", user_id):
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return self.new_db.execute(query_type)
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else:
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return self.old_db.execute(query_type)
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def dual_write(self, data):
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# Write to both databases for consistency
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success_old = self.old_db.write(data)
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success_new = self.new_db.write(transform_data(data))
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if not (success_old and success_new):
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# Handle partial failures
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self.handle_dual_write_failure(data, success_old, success_new)
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```
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#### Best Practices
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- Implement data consistency checks between schemas
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- Use circuit breakers for automatic failover
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- Monitor performance impact of dual writes
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- Plan for data reconciliation processes
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### 3. Event Sourcing Migration
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**Use Case:** Migrating systems with complex business logic
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**Complexity:** High
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**Risk Level:** Medium-High
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#### Description
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Capture all changes as events during migration, enabling replay and reconciliation capabilities.
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#### Event Store Schema
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```sql
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CREATE TABLE migration_events (
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event_id UUID PRIMARY KEY,
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aggregate_id UUID NOT NULL,
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event_type VARCHAR(100) NOT NULL,
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event_data JSONB NOT NULL,
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event_version INTEGER NOT NULL,
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occurred_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
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processed_at TIMESTAMP WITH TIME ZONE
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);
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```
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#### Migration Event Handler
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```python
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class MigrationEventHandler:
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def __init__(self, old_store, new_store):
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self.old_store = old_store
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self.new_store = new_store
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self.event_log = []
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def handle_update(self, entity_id, old_data, new_data):
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# Log the change as an event
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event = MigrationEvent(
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entity_id=entity_id,
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event_type="entity_migrated",
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old_data=old_data,
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new_data=new_data,
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timestamp=datetime.now()
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)
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self.event_log.append(event)
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# Apply to new store
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success = self.new_store.update(entity_id, new_data)
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if not success:
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# Mark for retry
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event.status = "failed"
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self.schedule_retry(event)
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return success
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def replay_events(self, from_timestamp=None):
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"""Replay events for reconciliation"""
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events = self.get_events_since(from_timestamp)
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for event in events:
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self.apply_event(event)
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```
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## Service Migration Patterns
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### 1. Strangler Fig Pattern
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**Use Case:** Legacy system replacement
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**Complexity:** Medium-High
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**Risk Level:** Medium
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#### Description
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Gradually replace legacy functionality by intercepting calls and routing them to new services, eventually "strangling" the legacy system.
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#### Implementation Architecture
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```yaml
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# API Gateway Configuration
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apiVersion: networking.istio.io/v1beta1
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kind: VirtualService
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metadata:
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name: user-service-migration
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spec:
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http:
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- match:
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- headers:
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migration-flag:
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exact: "new"
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route:
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- destination:
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host: user-service-v2
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- route:
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- destination:
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host: user-service-v1
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```
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#### Strangler Proxy Implementation
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```python
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class StranglerProxy:
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def __init__(self):
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self.legacy_service = LegacyUserService()
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self.new_service = NewUserService()
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self.feature_flags = FeatureFlagService()
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def handle_request(self, request):
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route = self.determine_route(request)
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if route == "new":
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return self.handle_with_new_service(request)
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elif route == "both":
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return self.handle_with_both_services(request)
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else:
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return self.handle_with_legacy_service(request)
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def determine_route(self, request):
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user_id = request.get('user_id')
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if self.feature_flags.is_enabled("new_user_service", user_id):
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if self.feature_flags.is_enabled("dual_write", user_id):
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return "both"
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else:
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return "new"
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else:
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return "legacy"
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```
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### 2. Parallel Run Pattern
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**Use Case:** Risk mitigation for critical services
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**Complexity:** Medium
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**Risk Level:** Low-Medium
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#### Description
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Run both old and new services simultaneously, comparing outputs to validate correctness before switching traffic.
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#### Implementation
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```python
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class ParallelRunManager:
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def __init__(self):
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self.primary_service = PrimaryService()
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self.candidate_service = CandidateService()
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self.comparator = ResponseComparator()
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self.metrics = MetricsCollector()
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async def parallel_execute(self, request):
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# Execute both services concurrently
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primary_task = asyncio.create_task(
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self.primary_service.process(request)
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)
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candidate_task = asyncio.create_task(
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self.candidate_service.process(request)
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)
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# Always wait for primary
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primary_result = await primary_task
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try:
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# Wait for candidate with timeout
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candidate_result = await asyncio.wait_for(
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candidate_task, timeout=5.0
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)
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# Compare results
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comparison = self.comparator.compare(
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primary_result, candidate_result
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)
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# Record metrics
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self.metrics.record_comparison(comparison)
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except asyncio.TimeoutError:
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self.metrics.record_timeout("candidate")
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except Exception as e:
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self.metrics.record_error("candidate", str(e))
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# Always return primary result
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return primary_result
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```
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### 3. Blue-Green Deployment Pattern
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**Use Case:** Zero-downtime service updates
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**Complexity:** Low-Medium
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**Risk Level:** Low
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#### Description
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Maintain two identical production environments (blue and green), switching traffic between them for deployments.
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#### Kubernetes Implementation
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```yaml
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# Blue Deployment
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apiVersion: apps/v1
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kind: Deployment
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metadata:
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name: app-blue
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labels:
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version: blue
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spec:
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replicas: 3
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selector:
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matchLabels:
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app: myapp
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version: blue
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template:
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metadata:
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labels:
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app: myapp
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version: blue
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spec:
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containers:
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- name: app
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image: myapp:v1.0.0
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---
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# Green Deployment
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apiVersion: apps/v1
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kind: Deployment
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metadata:
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name: app-green
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labels:
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version: green
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spec:
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replicas: 3
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selector:
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matchLabels:
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app: myapp
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version: green
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template:
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metadata:
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labels:
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app: myapp
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version: green
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spec:
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containers:
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- name: app
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image: myapp:v2.0.0
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---
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# Service (switches between blue and green)
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apiVersion: v1
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kind: Service
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metadata:
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name: app-service
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spec:
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selector:
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app: myapp
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version: blue # Change to green for deployment
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ports:
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- port: 80
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targetPort: 8080
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```
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## Infrastructure Migration Patterns
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### 1. Lift and Shift Pattern
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**Use Case:** Quick cloud migration with minimal changes
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**Complexity:** Low-Medium
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**Risk Level:** Low
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#### Description
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Migrate applications to cloud infrastructure with minimal or no code changes, focusing on infrastructure compatibility.
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#### Migration Checklist
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```yaml
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Pre-Migration Assessment:
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- inventory_current_infrastructure:
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- servers_and_specifications
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- network_configuration
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- storage_requirements
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- security_configurations
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- identify_dependencies:
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- database_connections
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- external_service_integrations
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- file_system_dependencies
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- assess_compatibility:
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- operating_system_versions
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- runtime_dependencies
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- license_requirements
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Migration Execution:
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- provision_target_infrastructure:
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- compute_instances
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- storage_volumes
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- network_configuration
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- security_groups
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- migrate_data:
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- database_backup_restore
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- file_system_replication
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- configuration_files
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- update_configurations:
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- connection_strings
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- environment_variables
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- dns_records
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- validate_functionality:
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- application_health_checks
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- end_to_end_testing
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- performance_validation
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```
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### 2. Hybrid Cloud Migration
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**Use Case:** Gradual cloud adoption with on-premises integration
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**Complexity:** High
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**Risk Level:** Medium-High
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#### Description
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Maintain some components on-premises while migrating others to cloud, requiring secure connectivity and data synchronization.
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#### Network Architecture
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```hcl
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# Terraform configuration for hybrid connectivity
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resource "aws_vpc" "main" {
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cidr_block = "10.0.0.0/16"
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enable_dns_hostnames = true
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enable_dns_support = true
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}
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resource "aws_vpn_gateway" "main" {
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vpc_id = aws_vpc.main.id
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tags = {
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Name = "hybrid-vpn-gateway"
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}
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}
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resource "aws_customer_gateway" "main" {
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bgp_asn = 65000
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ip_address = var.on_premises_public_ip
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type = "ipsec.1"
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tags = {
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Name = "on-premises-gateway"
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}
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}
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resource "aws_vpn_connection" "main" {
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vpn_gateway_id = aws_vpn_gateway.main.id
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customer_gateway_id = aws_customer_gateway.main.id
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type = "ipsec.1"
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static_routes_only = true
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}
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```
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#### Data Synchronization Pattern
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```python
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class HybridDataSync:
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def __init__(self):
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self.on_prem_db = OnPremiseDatabase()
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self.cloud_db = CloudDatabase()
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self.sync_log = SyncLogManager()
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async def bidirectional_sync(self):
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"""Synchronize data between on-premises and cloud"""
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# Get last sync timestamp
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last_sync = self.sync_log.get_last_sync_time()
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# Sync on-prem changes to cloud
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on_prem_changes = self.on_prem_db.get_changes_since(last_sync)
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for change in on_prem_changes:
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await self.apply_change_to_cloud(change)
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# Sync cloud changes to on-prem
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cloud_changes = self.cloud_db.get_changes_since(last_sync)
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for change in cloud_changes:
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await self.apply_change_to_on_prem(change)
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# Handle conflicts
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conflicts = self.detect_conflicts(on_prem_changes, cloud_changes)
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for conflict in conflicts:
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await self.resolve_conflict(conflict)
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# Update sync timestamp
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self.sync_log.record_sync_completion()
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async def apply_change_to_cloud(self, change):
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"""Apply on-premises change to cloud database"""
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try:
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if change.operation == "INSERT":
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await self.cloud_db.insert(change.table, change.data)
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elif change.operation == "UPDATE":
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await self.cloud_db.update(change.table, change.key, change.data)
|
||||
elif change.operation == "DELETE":
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await self.cloud_db.delete(change.table, change.key)
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self.sync_log.record_success(change.id, "cloud")
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||||
|
||||
except Exception as e:
|
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self.sync_log.record_failure(change.id, "cloud", str(e))
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||||
raise
|
||||
```
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||||
### 3. Multi-Cloud Migration
|
||||
|
||||
**Use Case:** Avoiding vendor lock-in or regulatory requirements
|
||||
**Complexity:** Very High
|
||||
**Risk Level:** High
|
||||
|
||||
#### Description
|
||||
Distribute workloads across multiple cloud providers for resilience, compliance, or cost optimization.
|
||||
|
||||
#### Service Mesh Configuration
|
||||
|
||||
```yaml
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# Istio configuration for multi-cloud service mesh
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||||
apiVersion: networking.istio.io/v1beta1
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||||
kind: ServiceEntry
|
||||
metadata:
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||||
name: aws-service
|
||||
spec:
|
||||
hosts:
|
||||
- aws-service.company.com
|
||||
ports:
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||||
- number: 443
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||||
name: https
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||||
protocol: HTTPS
|
||||
location: MESH_EXTERNAL
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||||
resolution: DNS
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||||
|
||||
---
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||||
apiVersion: networking.istio.io/v1beta1
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||||
kind: VirtualService
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||||
metadata:
|
||||
name: multi-cloud-routing
|
||||
spec:
|
||||
hosts:
|
||||
- user-service
|
||||
http:
|
||||
- match:
|
||||
- headers:
|
||||
region:
|
||||
exact: "us-east"
|
||||
route:
|
||||
- destination:
|
||||
host: aws-service.company.com
|
||||
weight: 100
|
||||
- match:
|
||||
- headers:
|
||||
region:
|
||||
exact: "eu-west"
|
||||
route:
|
||||
- destination:
|
||||
host: gcp-service.company.com
|
||||
weight: 100
|
||||
- route: # Default routing
|
||||
- destination:
|
||||
host: user-service
|
||||
subset: local
|
||||
weight: 80
|
||||
- destination:
|
||||
host: aws-service.company.com
|
||||
weight: 20
|
||||
```
|
||||
|
||||
## Feature Flag Patterns
|
||||
|
||||
### 1. Progressive Rollout Pattern
|
||||
|
||||
**Use Case:** Gradual feature deployment with risk mitigation
|
||||
**Implementation:**
|
||||
|
||||
```python
|
||||
class ProgressiveRollout:
|
||||
def __init__(self, feature_name):
|
||||
self.feature_name = feature_name
|
||||
self.rollout_percentage = 0
|
||||
self.user_buckets = {}
|
||||
|
||||
def is_enabled_for_user(self, user_id):
|
||||
# Consistent user bucketing
|
||||
user_hash = hashlib.md5(f"{self.feature_name}:{user_id}".encode()).hexdigest()
|
||||
bucket = int(user_hash, 16) % 100
|
||||
|
||||
return bucket < self.rollout_percentage
|
||||
|
||||
def increase_rollout(self, target_percentage, step_size=10):
|
||||
"""Gradually increase rollout percentage"""
|
||||
while self.rollout_percentage < target_percentage:
|
||||
self.rollout_percentage = min(
|
||||
self.rollout_percentage + step_size,
|
||||
target_percentage
|
||||
)
|
||||
|
||||
# Monitor metrics before next increase
|
||||
yield self.rollout_percentage
|
||||
time.sleep(300) # Wait 5 minutes between increases
|
||||
```
|
||||
|
||||
### 2. Circuit Breaker Pattern
|
||||
|
||||
**Use Case:** Automatic fallback during migration issues
|
||||
|
||||
```python
|
||||
class MigrationCircuitBreaker:
|
||||
def __init__(self, failure_threshold=5, timeout=60):
|
||||
self.failure_count = 0
|
||||
self.failure_threshold = failure_threshold
|
||||
self.timeout = timeout
|
||||
self.last_failure_time = None
|
||||
self.state = 'CLOSED' # CLOSED, OPEN, HALF_OPEN
|
||||
|
||||
def call_new_service(self, request):
|
||||
if self.state == 'OPEN':
|
||||
if self.should_attempt_reset():
|
||||
self.state = 'HALF_OPEN'
|
||||
else:
|
||||
return self.fallback_to_legacy(request)
|
||||
|
||||
try:
|
||||
response = self.new_service.process(request)
|
||||
self.on_success()
|
||||
return response
|
||||
except Exception as e:
|
||||
self.on_failure()
|
||||
return self.fallback_to_legacy(request)
|
||||
|
||||
def on_success(self):
|
||||
self.failure_count = 0
|
||||
self.state = 'CLOSED'
|
||||
|
||||
def on_failure(self):
|
||||
self.failure_count += 1
|
||||
self.last_failure_time = time.time()
|
||||
|
||||
if self.failure_count >= self.failure_threshold:
|
||||
self.state = 'OPEN'
|
||||
|
||||
def should_attempt_reset(self):
|
||||
return (time.time() - self.last_failure_time) >= self.timeout
|
||||
```
|
||||
|
||||
## Migration Anti-Patterns
|
||||
|
||||
### 1. Big Bang Migration (Anti-Pattern)
|
||||
|
||||
**Why to Avoid:**
|
||||
- High risk of complete system failure
|
||||
- Difficult to rollback
|
||||
- Extended downtime
|
||||
- All-or-nothing deployment
|
||||
|
||||
**Better Alternative:** Use incremental migration patterns like Strangler Fig or Parallel Run.
|
||||
|
||||
### 2. No Rollback Plan (Anti-Pattern)
|
||||
|
||||
**Why to Avoid:**
|
||||
- Cannot recover from failures
|
||||
- Increases business risk
|
||||
- Panic-driven decisions during issues
|
||||
|
||||
**Better Alternative:** Always implement comprehensive rollback procedures before migration.
|
||||
|
||||
### 3. Insufficient Testing (Anti-Pattern)
|
||||
|
||||
**Why to Avoid:**
|
||||
- Unknown compatibility issues
|
||||
- Performance degradation
|
||||
- Data corruption risks
|
||||
|
||||
**Better Alternative:** Implement comprehensive testing at each migration phase.
|
||||
|
||||
## Pattern Selection Matrix
|
||||
|
||||
| Migration Type | Complexity | Downtime Tolerance | Recommended Pattern |
|
||||
|---------------|------------|-------------------|-------------------|
|
||||
| Schema Change | Low | Zero | Expand-Contract |
|
||||
| Schema Change | High | Zero | Parallel Schema |
|
||||
| Service Replace | Medium | Zero | Strangler Fig |
|
||||
| Service Update | Low | Zero | Blue-Green |
|
||||
| Data Migration | High | Some | Event Sourcing |
|
||||
| Infrastructure | Low | Some | Lift and Shift |
|
||||
| Infrastructure | High | Zero | Hybrid Cloud |
|
||||
|
||||
## Success Metrics
|
||||
|
||||
### Technical Metrics
|
||||
- Migration completion rate
|
||||
- System availability during migration
|
||||
- Performance impact (response time, throughput)
|
||||
- Error rate changes
|
||||
- Rollback execution time
|
||||
|
||||
### Business Metrics
|
||||
- Customer impact score
|
||||
- Revenue protection
|
||||
- Time to value realization
|
||||
- Stakeholder satisfaction
|
||||
|
||||
### Operational Metrics
|
||||
- Team efficiency
|
||||
- Knowledge transfer effectiveness
|
||||
- Post-migration support requirements
|
||||
- Documentation completeness
|
||||
|
||||
## Lessons Learned
|
||||
|
||||
### Common Pitfalls
|
||||
1. **Underestimating data dependencies** - Always map all data relationships
|
||||
2. **Insufficient monitoring** - Implement comprehensive observability before migration
|
||||
3. **Poor communication** - Keep all stakeholders informed throughout the process
|
||||
4. **Rushed timelines** - Allow adequate time for testing and validation
|
||||
5. **Ignoring performance impact** - Benchmark before and after migration
|
||||
|
||||
### Best Practices
|
||||
1. **Start with low-risk migrations** - Build confidence and experience
|
||||
2. **Automate everything possible** - Reduce human error and increase repeatability
|
||||
3. **Test rollback procedures** - Ensure you can recover from any failure
|
||||
4. **Monitor continuously** - Use real-time dashboards and alerting
|
||||
5. **Document everything** - Create comprehensive runbooks and documentation
|
||||
|
||||
This catalog serves as a reference for selecting appropriate migration patterns based on specific requirements, risk tolerance, and technical constraints.
|
||||
File diff suppressed because it is too large
Load Diff
Reference in New Issue
Block a user