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Casey Rosenthal - Chaos Engineering: System Resiliency in Practice

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Casey Rosenthal Chaos Engineering: System Resiliency in Practice
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As more companies move toward microservices and other distributed technologies, the complexity of these systems increases. You cant remove the complexity, but through Chaos Engineering you can discover vulnerabilities and prevent outages before they impact your customers. This practical guide shows engineers how to navigate complex systems while optimizing to meet business goals. Two of the fields prominent figures, Casey Rosenthal and Nora Jones, pioneered the discipline while working together at Netflix. In this book, they expound on the what, how, and why of Chaos Engineering while facilitating a conversation from practitioners across industries. Many chapters are written by contributing authors to widen the perspective across verticals within (and beyond) the software industry. Learn how Chaos Engineering enables your organization to navigate complexity Explore a methodology to avoid failures within your application, network, and infrastructure Move from theory to practice through real-world stories from industry experts at Google, Microsoft, Slack, and LinkedIn, among others Establish a framework for thinking about complexity within software systems Design a Chaos Engineering program around game days and move toward highly targeted, automated experiments Learn how to design continuous collaborative chaos experiments

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Chaos Engineering

by Casey Rosenthal and Nora Jones

Copyright 2020 Casey Rosenthal and Nora Jones. All rights reserved.

Printed in the United States of America.

Published by OReilly Media, Inc. , 1005 Gravenstein Highway North, Sebastopol, CA 95472.

OReilly books may be purchased for educational, business, or sales promotional use. Online editions are also available for most titles (http://oreilly.com). For more information, contact our corporate/institutional sales department: 800-998-9938 or corporate@oreilly.com .

  • Acquisitions Editor: John Devins
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  • April 2020: First Edition
Revision History for the First Edition
  • 2020-04-03: First Release

See http://oreilly.com/catalog/errata.csp?isbn=9781492043867 for release details.

The OReilly logo is a registered trademark of OReilly Media, Inc. Chaos Engineering, the cover image, and related trade dress are trademarks of OReilly Media, Inc.

The views expressed in this work are those of the authors, and do not represent the publishers views. While the publisher and the authors have used good faith efforts to ensure that the information and instructions contained in this work are accurate, the publisher and the authors disclaim all responsibility for errors or omissions, including without limitation responsibility for damages resulting from the use of or reliance on this work. Use of the information and instructions contained in this work is at your own risk. If any code samples or other technology this work contains or describes is subject to open source licenses or the intellectual property rights of others, it is your responsibility to ensure that your use thereof complies with such licenses and/or rights.

978-1-492-04386-7

[LSI]

Dedication

This book is dedicated to David The Dude Hussman. Dave was the spark that turned Chaos Engineering into a community.

Preface

Chaos Engineering has taken off. Thousands of companies of all shapes and sizes, in all verticals, have adopted Chaos Engineering as a core practice to make their products and services safer and more reliable. Many resources exist on the topic, particularly conference talks, but none of these paint an entire picture.

Nora and Casey set out to write the most complete book on Chaos Engineering. This was no small task, given the breadth of implementations across the industry and the evolving nature of the discipline. In this book we attempt to capture the history behind Chaos Engineering, the fundamental theories that ground it, the definitions and principles, implementations across the software industry, examples from beyond traditional software, and the future of where we see practices like this going.

Conventions Used in This Book

The following typographical conventions are used in this book:

Italic

Indicates new terms, URLs, email addresses, filenames, and file extensions.

Constant width

Used for program listings, as well as within paragraphs to refer to program elements such as variable or function names, databases, data types, environment variables, statements, and keywords.

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Our unique network of experts and innovators share their knowledge and expertise through books, articles, and our online learning platform. OReillys online learning platform gives you on-demand access to live training courses, in-depth learning paths, interactive coding environments, and a vast collection of text and video from OReilly and 200+ other publishers. For more information, visit http://oreilly.com.

How to Contact Us

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We have a web page for this book, where we list errata and any additional information. You can access this page at https://oreil.ly/Chaos_Engineering.

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Acknowledgments

As with any large book, there are countless people who contributed time, energy, and emotional support to the authors, editors, and contributors. As a compendium including sixteen authors total (Nora and Casey plus fourteen contributing authors), the span of the support to make this book happen is difficult to grasp. We appreciate all of the effort from the contributing authors, their patience with us as we refined ideas and scope, and pushing through the editing process.

We were blessed to work with great editors and staff at OReilly. Amelia Blevins, Virginia Wilson, John Devins, and Nikki McDonald were all instrumental in making this book happen. In many ways this book is a work of creation willed into existence by Amelia and Virginia as much as by the authors. Thank you for your patience with us, and the many, many negotiated deadlines.

We appreciate the enthusiastic contributions of our reviewers: Will Gallego, Ryan Frantz, Eric Dobbs, Lane Desborough, Randal Hansen, Michael Kehoe, Mathias Lafeldt, Barry OReilly, Cindy Sridharan, and Benjamin Wilms. Your comments, suggestions, and corrections dramatically improved the quality of this work. Beyond that, it provided ample opportunities for us to expand our own understanding of this complex field and led to additional research that we incorporated back into the work. This book is truly a collaborative work enhanced by your review.

We are indebted in so many ways to the contributing authors: John Allspaw, Peter Alvaro, Nathan Aschbacher, Jason Cahoon, Raji Chockaiyan, Richard Crowley, Bob Edwards, Andy Fleener, Russ Miles, Aaron Rinehart, Logan Rosen, Oleg Surmachev, Lu Tang, and Hao Weng. Obviously this book would not have happened without you. Each one of you made a necessary and fundamental contribution to the content as a whole. We appreciate you as peers and as friends.

We want to thank David Hussman, Kent Beck, and John Allspaw. David, to whom this book is dedicated, encouraged us to evangelize Chaos Engineering outside our limited scope in Silicon Valley. It is in large part because of his support and encouragement that Chaos Engineering became an actual thinga standalone discipline within the broader software engineering community. Likewise, Kent Beck encouraged us to view Chaos Engineering as a construct bigger than us that has the power to transform the way people think about building, deploying, and operating software. John Allspaw gave us the language to explain the fundamentals of Chaos Engineering, by encouraging us to study Human Factors and Safety Systems at Lund University in Sweden. He introduced us to the field of Resilience Engineering, which has proved to be foundational for Chaos Engineering, and is the lens through which we see issues of safety (including availability and security) when we look at sociotechnical systems such as software deployed at scale. All instructors and peers in the program at Lund have also shaped our thinking, especially Johan Bergstrom and Anthony Smokes Smoker.

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