Reference Architecture Brief_ Microservices Architecture Delivery Platform
Reference Architecture Brief_ Microservices Architecture Delivery Platform
By Kevin Matheny
Architecture Brief
Microservices architecture (MSA) is a design and delivery paradigm for cloud-native distributed
applications that incorporates service-oriented architecture (SOA) and 12-factor app principles.
Organizations use MSA to improve development agility, increase deployment flexibility and
enable precise scalability to better meet business objectives.
The fewer barriers and handoffs there are between development and operations, the faster
product teams will be able to deliver changes. Accordingly, the delivery platform must span both
development and operations of microservices. Implementing MSA requires a delivery platform
that enables:
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Service communications — Loosely coupled services require API gateways, service mesh
and/or event brokers to provide consistent interfaces for interservice communication and
execution of client/consumer processes.
Microservices platform operations — Operations teams responsible for the platform itself
need visibility into how services and the platform are performing to guide optimization of the
platform and ensure performance is meeting expectations. Microservices product teams
need production performance and usage data to aid in troubleshooting and bug fixes.
For additional information on successful adoption of MSA, read Solution Path for Increasing
Application Agility Using Microservices Principles and How to Succeed With Microservices
Architecture for Cloud-Native Applications.
Implementing domain-driven design (DDD). Although DDD does not require MSA,
organizations find that MSA principles are a good fit for implementing software architectures
that align services to domains and bounded contexts.
Architecture Diagram
The primary benefit of MSA for most organizations is faster delivery of new and changed
application features to production. To enable this, microservices must be loosely coupled,
tightly focused on a single responsibility and owned by a single small, skilled and accountable
team. Capabilities such as access control, networking, data persistence, service discovery,
identity and security should be provided by a platform so that microservices can be focused on
implementing functionality.
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The components shown in Figure 1 represent the capabilities needed to deliver and operate
MSA at scale. The figure uses colored arrows to show three workflows across the components:
The diagram is organized so that the life cycle flow of microservices is from left to right, and the
transaction flow is from top to bottom. Each of the major components is described below.
This is an abstract reference architecture; you will need to customize it to the specific
technologies and circumstances of your organization and your product development teams.
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An MSA delivery platform should be operated by a dedicated team that treats the platform itself
as a product and development teams as customers. Doing so removes the cognitive load of
configuring and managing platform components from service delivery teams focused on
delivering business value. See Adopt Platform Engineering to Improve the Developer Experience
for information on platform engineering.
API Gateway
Developer Experience
Development Infrastructure
API Gateway
An API gateway applies access policies to control access to APIs and services. It provides a
decoupling mechanism between API consumers and service implementation.
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As a concentration point for API access, an API gateway can also collect API usage logs and
metrics for use in analytics, observability and API security monitoring.
API gateways are most commonly associated with REST APIs, but some can support policy
enforcement for GraphQL APIs, WebSocket, gRPC, SOAP and other protocols.
Example Technologies
Apache APISIX
Axway Amplify
Google Apigee
Gravitee.io
Kong Konnect
KrakenD
Tyk Gateway
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It must operate as a proxy that intercepts traffic to and from an API and enforces policies. It
should provide an extensible mechanism to define and implement pre- and postprocessing
filters.
The API gateway should provide a resilient and scalable deployment, commonly behind load-
balancing infrastructure.
The API gateway should enable developer-centric configuration and management, through
integration into DevOps pipelines. Choose tools that encourage productivity for developers
who are both API providers and API consumers.
The API gateway should be optimized for the intended use case. For example, some
gateways provide a broad set of advanced mediation capabilities for managing B2B partner-
and customer-facing APIs supporting a variety of (often legacy) protocols. Lightweight API
gateways provide adequate policy controls for exposing BFF APIs to modern web and mobile
applications or internally exposed APIs implemented using microservices architecture.
In an MSA delivery platform, API gateways are used as either an ingress gateway or a
microgateway.
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service mesh. This capability may also be delivered by a service mesh or by the native
capabilities of a container management system.
Only a subset of the APIs offered by the microservices on the MSA delivery platform will be
exposed outside of the delivery platform. The gateway-managed APIs should avoid coupling
to specific microservices architecture structures, allowing service implementation
architecture to evolve independent of the interface used by client applications and processes.
Applications rely on data services to store, retrieve and manipulate both reference and
transactional data. This data may be structured, semistructured or unstructured, and the
solutions include relational and nonrelational databases, in-memory caches, object storage, and
others.
One important factor to consider is the placement of the data. Slow connections or higher
latency for data access will degrade the performance of applications or services, which is partly
dependent on their physical and logical network separation.
Relational databases are the most common implementation choice for persisting transactional
data for applications and services. These databases are optimized for efficient data reads and
writes and provide the crucial properties of atomicity, consistency, isolation and durability
(ACID). This ensures dependable handling of multiple records or data items, enabling them to
be updated or inserted as a single unit of work.
Data caches are a common subcomponent of the data layer. Caching speeds up data retrieval
and improves application performance. Frequently accessed, stable data is a good candidate to
be cached. However, caching introduces challenges including cache invalidation, maintaining
cache consistency and ensuring that cached data remains up to date. Choosing what to cache
requires careful analysis of the application’s use cases, data update frequency and the potential
impact of serving stale data from the cache.
Example Technologies
Amazon Aurora
PostgreSQL
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NuoDB
YugabyteDB
Key-Value Data Stores:
Aerospike
Azure Cosmos DB
Amazon DynamoDB
Cloud Bigtable
Redis Enterprise
Azure Cosmos DB
Couchbase
MongoDB
RavenDB
Apache Cassandra
DataStax Enterprise
Apache HBase
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ScyllaDB
Graph Data Stores:
Amazon Neptune
Neo4j
TigerGraph DB
Object Stores:
SingleStore
Hazelcast
Memcached
Redis Enterprise
Key Characteristics
Implement mechanisms for data replication, fault tolerance and automatic failover to ensure
continued operations.
Implement backup and recovery mechanisms to ensure that data can be restored in case of
system failures.
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Provide data masking and data encryption strategies to protect sensitive data from being
exposed.
Should provide the ability to cache frequently used and/or immutable data to improve
application performance.
Related Research
If you are using the database-per-service model for your microservices, your data services
need to be able to create unique database instances for each microservices.
Ensure that data access is only through interfaces provided by the service, and disallow
direct access to service data stores. This is another source of coupling.
For guidance on additional concerns, see Working With Data in Distributed and Microservices
Architectures.
Application service monitoring and observability is a collection of methods and mechanisms for
recognizing and resolving software issues such as bugs or performance problems. Monitoring
and observability are complementary disciplines. Monitoring is aimed at detecting known
existing or potential problems with application services and their supporting infrastructure.
Observability provides operations and development teams with the information needed to
diagnose and resolve problems.
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Both monitoring and observability solutions generate events when they detect changes in the
state of an application or its infrastructure. Some of these events require human attention or
action; some will trigger automated actions; and some are simply informational. When these
events are sent to or picked up by an endpoint solution (e.g., artificial intelligence for IT
operations [AIOps], IT service management [ITSM]) or end user, it is referred to as alerting.
Example Technologies
The following are example technologies that enable monitoring and observability. The listed
technologies are not necessarily limited in function to the category in which they are listed. For
example, observability technologies can also provide instrumentation and visualization
capabilities.
Instrumentation:
bpftrace
OpenTelemetry
Prometheus
Grafana Pyroscope
Infrastructure Visibility:
collectd
Prometheus
Fluent Bit
Pixie
Observability Solution:
Dynatrace
Datadog
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Honeycomb
New Relic
Splunk
Visualization:
Grafana Labs
Elasticsearch (Kibana)
Key Characteristics
Provide the ability to monitor ephemeral instances such as containers through infrastructure
visibility. Infrastructure visibility can leverage kernel instrumentation (i.e., eBPF) or the
scraping of HTTP endpoints to capture data from Kubernetes and containers.
Provide the ability to interrogate correlated telemetry (e.g., logs, metrics and traces) for deep
diagnostics. The generation of observability telemetry from modern frameworks includes
shared metadata (e.g., TraceId) that allows for observability solutions to simplify the task of
data correlation for root cause analysis.
Provide visualizations for enhancing the analysis of performance and health data. Ad hoc
visualization of telemetry data aids in the quick identification of changes in application health
and performance. In addition, the calculation of SLOs and SLAs can measure the business or
organizational impact of performance problems over time.
Related Research
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Developer Experience
Developer experience refers to all aspects of interactions between developers and the tools,
platforms, processes and people they work with to develop and deliver software products and
services.
Nontechnical aspects of developer experience include providing focus time to enable deep
engagement with work and allowing developers to contribute to the wider community.
Code Repository — In addition to storing code, tests and documentation, code repositories
provide capabilities for branching, merging, version control, collaboration and governance.
Code repositories may be self-hosted or SaaS.
Developer Portal — Developer portals help streamline access to platform resources and
establish consistency across teams. Capabilities include visibility into build status,
deployments and pull requests. Developer portals also provide access to self-service
capabilities, removing delays from the development process.
Testing Tools — Testing tools are used for creating, maintaining, automating and executing
tests as well as managing test data and test plans. These tools must support functional,
nonfunctional, integration and performance testing at a minimum.
Example Technologies
Code Repository:
Apache Subversion
Git
GitHub
GitLab
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Atlassian Compass
Spotify (Backstage)
configure8
Cortex
OpsLevel
Port
UPS (Roadie)
Testing Tools:
Apache JMeter
JUnit
NUnit
PyUnit
Postman
Pact
SmartBear (PactFlow)
SmartBear (SoapUI)
Key Characteristics
Increase developer productivity by minimizing effort required for tasks not related to actual
software development.
Be well-suited to the needs of the development team or teams using them. Enforcing a single
solution across multiple teams with different needs will suboptimize some teams, reducing
productivity and lowering morale.
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Related Research
The service catalog is a crucial tool for operations. Because of the high rate of change in
MSA, the risk of issues arising from service dependencies changing, failing or misbehaving is
also high. Keeping the service catalog’s metadata up to date is essential so that operations
teams can quickly diagnose, resolve and escalate issues in production.
Development teams need the ability to control access to the services they create.
Microservice APIs are not designed for reuse by default, because that widens their scope and
increases the work required to support them, which slows development.
Development Infrastructure
Development infrastructure is a collective term for the capabilities developers require to create,
test and deploy service or application code. Key components include:
Application Stacks — These stacks are combinations of technologies that are confirmed to
work together, comply with architectural guidance and deliver performance that meets
organizational standards. These provide developers with a known good starting point and
provide “paved paths” to delivering applications. Preconfirmed application stacks remove
friction, lower the chance of issues resulting from inconsistency, and eliminate delays for
review and approval of new products or tools.
Artifact Repository — This is a storage system that holds binary artifacts such as compiled
code or container images. This system enables artifacts to be built once and then reused,
lowering the risk of inconsistency between environments. To enable reuse of artifacts,
environment configuration must be external to the code.
Build Automation — Automating builds removes effort on repetitive tasks and lowers the
chance of human error. This should be incorporated into a continuous integration approach,
with builds happening on each commit of code.
Deployment Automation — Automating the deployment process removes the potential for
human error and speeds the deployment process. This should be accompanied by
infrastructure-as-code practices and the use of immutable instances in production to ensure
that production code remains in sync with code in the code repository.
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environment without requiring outside assistance. This removes dependencies and delays in
the development process.
Example Technologies
Artifact Repository:
Azure Artifacts
JFrog Artifactory
Build Automation:
Apache Maven
AWS CodeBuild
Jenkins
JetBrains (TeamCity)
Deployment Automation:
Progress Chef
Jenkins
VMware (Saltstack)
Environment Management:
AWS CloudFormation
AWS Proton
Crossplane
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HashiCorp Terraform
Quali
Key Characteristics
Function in all the environments needed by the organization’s software development life cycle
(SDLC).
Provide the ability to compile code, generate artifacts, run automated tests, and deploy code
and artifacts.
Provide integration points for automated testing, static security scanning and code quality
validation.
Integrate with the developer’s integrated development environment (IDE) to streamline the
developer experience.
Related Research
To Automate Your Automation, Apply Agile and DevOps Practices to Infrastructure and
Operations
Avoid creating full replicas of the services in your production environment whenever feasible.
Instead, focus on providing mock instances or stubs, particularly when you have interface
specifications, to reduce complexity and cost.
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Event brokers come in many forms, but the three most common are:
Queue-oriented brokers — This kind of broker uses a queue-based architecture internally and
is typically capable of supporting queue-based communication patterns in addition to
publish-subscribe.
Event brokers expose one or more APIs or protocols to allow client processes to publish events
and/or subscribe to receive them, and can include features to support resilient delivery,
message batching, message or batch acknowledgment, and event replay. Some brokers use
proprietary protocols, while others use open protocols that can be supported by multiple broker
implementations. The open protocols most commonly supported include Advanced Message
Queuing Protocol (AMQP) (version 0.9.1 or version 1.0), Message Queue Telemetry Transport
(MQTT) (version 3.1.1 or version 5.0) and Apache Kafka protocol. Webhooks and websockets
can also be used to support lightweight publish-subscribe communication in web-based
architectures.
Events published to the broker may be persisted to durable storage and/or distributed across
multiple broker nodes in the cluster to provide resilience and recoverability in the event of a
failure. The event broker may use an internal storage mechanism, or delegate some or all
message persistence to an external store to balance event throughput, latency, reliability and
cost of storage.
Authentication and authorization of client connections from event sources and sinks are
typically handled by the broker under the configuration and control of the EDA Operations
component. Most brokers support topic-level authorization to control access for publication of
events or creation of subscriptions. Some brokers, including most subscription-oriented
brokers, use an outbound “push-based” communication model to deliver events based on
subscription rules. This means that the broker must be authorized to connect to the subscribed
(sink) resource.
Example Technologies
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Log-oriented brokers:
Apache Kafka
Amazon Kinesis
Queue-oriented brokers:
IBM MQ
RabbitMQ
Subscription-oriented brokers:
Amazon EventBridge
Key Characteristics
Event (message) durability, ordering and quality of service (QoS) must be consistent with
your intended application requirements.
Client connectivity is dictated by the protocol and API support of the event broker
cluster/service component. Options include both proprietary and open-network protocols.
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Event broker clusters/services for production workloads must support upgrade and patching
processes that maintain high availability and predictable performance.
Related Research
Select the Right Event Broker Technologies for Your Event-Driven Architecture Use Cases
Operating services in a loosely coupled fashion across a distributed environment creates the
need for a set of capabilities that provide internal communications and dependency
management between service instances.
Service discovery, which allows consumers to discover and connect to service endpoints at
runtime. Keeping this binding as late as possible decouples the life cycles of consumer and
provider services.
Service routing, which determines where to send network traffic based on configured rules
and the characteristics of incoming requests including the calling application and the
contents of the message. If your microservices platform extends across multiple clusters or
clouds, your service router will need to scale its capabilities accordingly.
Load balancing, which distributes inbound network traffic across a set of resources. This
capability guards against overloading instances and is essential when scaling up or down.
Load balancers can distribute requests using a variety of strategies, from “round robin,”
where requests are distributed sequentially, to complex models that take into account the
health and response time of microservice instances.
One way to implement these capabilities is to use a service mesh. This is a distributed
computing pattern, implemented as middleware, that optimizes and regulates communications
between application services. It provides proxy and lightweight mediation for service-to-service
communications, and supports functions such as authentication, authorization, encryption,
service discovery, request routing and communication traceability.
Example Technologies
Service Discovery:
Netflix Eureka
HashiCorp Consul
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F5 BIG-IP
API gateways
Service Routing:
Istio
Zuul
API gateways
Service Mesh:
Istio
Linkerd
Hashicorp Consul
Kong Mesh
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Key Characteristics
Support dynamic routing patterns for resilience (e.g., circuit breaker and partitioning), change
management (e.g., canary and blue-green deployments, rolling deployments) and testing
(e.g., A/B testing).
Handle both “north-south” communications between the ingress gateway and service
instances and “east-west” service-to-service communications within or between internal
applications.
Provide a mechanism for service discovery that abstracts the location of other services,
enabling looser coupling.
If you are using a cloud-native application platform offering such as Azure Kubernetes
Service (AKS), Amazon Elastic Kubernetes Service (EKS), VMware Tanzu or Red Hat
OpenShift, the application networking capabilities you require may be available as
components of the platform.
Related Research
How to Architect Network Connectivity Across Multiple IaaS Cloud Providers and Regions
An execution environment provides the compute capacity for running instances of microservice
code. This component provides elastic, self-service, programmable access to deploy and
manage the logical containers that host the code.
Microservice Instance Hosting — This is the core of the execution environment, the actual
runtime environment for microservice instances. These instances may run as applications,
containers or functions.
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microservices instances. This is a required capability for the platform as a whole, not an
independent component.
Platform APIs — The capabilities of the platform should be available as APIs to support
integration with CI/CD pipelines and observability tools. This is a required capability for the
platform as a whole, not an independent component.
Example Technologies
Containers:
Self-managed:
SUSE Rancher
As a service:
Application PaaS:
Serverless functions:
AWS Lambda
Azure Functions
Microservices Orchestration:
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Cadence
Conductor
Orkes
Temporal
Zeebe
Key Characteristics
Support the desired packaging model for your microservices, such as containers, binaries or
source bundles.
Related Research
The web threat protection and access control capability provides authentication and
authorization, as well as security and protection, for the web-facing APIs of back-end services.
This includes managing access and authenticating users, which may include:
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End users, such as employees, partners, customers or developers, using applications and
services that call the APIs.
An identity provider (IdP) service, which supports authentication, federation and user
storage.
Token services that implement consent, enable authorization through scopes and
associated claims, and issue customizable JSON Web Tokens (JWTs) to web servers,
mobile apps, modern web apps, and services used to access APIs.
Web application and API protection (WAAP): WAAP solutions encompass a broad set of
protection capabilities and features for web-facing applications and services. These include:
Example Technologies
The following are examples of types of technologies that may be used in the web API:
API access control (token services, identity federation, directories, externalized authorization
management [EAM], secrets management):
OAuth 2.0
OpenID Connect
Ping Identity
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ForgeRock
Okta
WAAP (API protection, bot mitigation, WAF, IAM integration and so on)
Imperva
Cloudflare
Akamai Technologies
Fastly
Fortinet FortiWeb
F5
Key Characteristics
It must provide the ability to secure authentication identities and issue secure tokens that can
be verified by other system components.
It should support management of claims-based authorization, such that claims and scopes
can be included in secure tokens for verification by other system components.
It should provide runtime protection from common attack patterns, including those described
by the Open Web Application Security Project (OWASP) Top Ten (for web applications) and
the OWASP API Security Top Ten.
It may provide API discovery capabilities to help security professionals and product teams
validate that only intentional APIs are accessible.
It may integrate with API gateways and other components to streamline authentication and
authorization processing, and to collect data to support other protection capabilities.
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Access control for microservices is focused on the boundary of the microservices delivery
platform.
Build automation — A consistent and repeatable build process with embedded automated
testing.
Platform automation — Automating processes such as updating the platform and its
components, scaling services up and down, and adding or removing users.
For more information on automation, see Automate the Application Delivery Value Stream.
MSA relies on separating the interface of a service from its implementation to achieve loose
coupling. API mediation separates API endpoints exposed by services from the applications
that call those endpoints using an API gateway. It also provides the ability to orchestrate,
compose, transform or filter API requests and responses.
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The primary method of scaling in MSA is horizontal rather than vertical. When load increases,
adding more instances of a service is more straightforward than redeploying service instances
with more capacity. Using this pattern successfully requires that microservices are designed to
operate consistently regardless of the number of instances. This is much easier to do with
stateless microservices because any instance can handle a given request, so as instances are
added or removed, there is no loss of session data or discontinuity in user experience.
Keeping services independent of one another via loose coupling enables independent
deployment and technology choices. Services use logical addresses when they need to
communicate with each other. Managed service communications externalizes the routing and
policy management of this service-to-service communication, especially when services use
request/response communications. It can be implemented using service meshes, container
networking, gateways and proxies to varying degrees of sophistication.
Determine whether your platform will be aligned to a single set of microservices making up
one application or a general-purpose application platform for multiple sets of microservices.
In general, platforms are shared to give economies of scale and drive consistency. However,
sufficiently large applications with significant needs for operational isolation or specific
features may warrant a dedicated instance of the platform.
Start your implementation of the platform by deciding on the execution environment that you
will target. This choice constrains many other decisions you will make, from the development
tooling you will require to your options for service telemetry. Kubernetes and containers are a
popular option but far from the only option.
Choose the technologies that you will use to implement the platform based on your
organization’s strategies, appetite for risk and current skill sets. Options include both
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provider-managed and self-managed offerings. See Decision Point for Choosing a Runtime
Platform for Cloud-Native Applications for detailed guidance.
Use your existing technologies to implement the platform when doing so is feasible. The
fewer changes that product teams need to make to use the platform, the more likely they are
to do so.
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