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Observability as Code: What is it and Why Do You Need It?

Aug 23, 2024 / 16 minute read

Understand what Observability as Code is, and why you need it. Learn how it aids system monitoring and performance in modern IT environments.

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Observability as Code (OaC) is an advanced approach within the DevOps field that integrates observability practices directly into your codebase. This approach ensures that logs, metrics, traces, and alerting rules are specified in version-controlled code repositories. This format promotes consistency, repeatability, and scalability across environments. 

Organizations can standardize monitoring rules for all applications, and make identifying potential issues quicker. OaC takes these practices to the next level, enhancing traditional observability methods through:

  • Consistency and standardization: Defining observability configurations as code with OaC reduces configuration drift and human error across environments.

  • Scalability: OaC enables the straightfoward scaling of observability setups.

  • Automation and efficiency: Automating observability configuration deployment in CI/CD pipelines speeds up the process and keeps configurations up-to-date with code changes.

  • Version system: Version control systems like Git help teams track changes, roll back versions, and understand their impact over time.

  • Collaboration and review: Treating observability configurations as code encourages peer review and robustness.

In this article, we’ll cover everything about Observability as Code and why you need it. 


Key Takeaways

  • Observability as Code (OaC) is an advanced DevOps method that integrates observability into the codebase, and treats observability configurations like code.

  • Team members can track changes, collaborate, and roll back observability configurations in version control systems like Git. 

  • OaC improves system state and behavior observation for DevOps and SREs across environments. 

  • Coded observability configurations ensure consistency across environments.


What is Observability As a Code?

OaC refers to the practice of defining and managing observability configurations through code. OaC leverages software development practices to ensure that observability components are:

  • Version-controlled

  • Automated

  • Consistently applied

OaC is an advanced approach in software development and IT operations that involves managing observability configurations in the same manner as code. This method leverages the principles of Infrastructure as Code (IaC) to bring the benefits of version control, automation, and codification to observability.

By treating observability configurations as code, teams can ensure consistency, repeatability, and collaboration in monitoring and maintaining system performance. The core concepts of OaC include the following:

1. Codifying Observability Configurations

Observability settings (metrics, alerts, dashboards, and logging policies) are written in code using files like YAML or JSON. This process ensures consistent, reproducible, and shareable configurations across teams and environments, enhancing system reliability and reducing misconfigurations.

2. Version Control

Storing observability configurations in version control systems (e.g., Git) allows teams to track changes, collaborate, and roll back configurations if needed. This practice maintains a clear history of changes, aids in auditing, and ensures compliance.

3. Automation

Automating observability configuration deployment and management using CI/CD pipelines and orchestration tools reduces manual effort and errors, speeding up deployment. Tools like Terraform, Ansible, and Kubernetes ensure the consistent application of observability settings across all development stages, improving efficiency and reliability.

Here are use cases and examples where Observability as Code can be beneficial:

1. DevOps and Continuous Integration/Continuous Deployment (CI/CD)

By integrating observability into CI/CD pipelines, teams can ensure that monitoring and alerting configurations are automatically updated with each deployment. This approach streamlines the process of maintaining observability configurations, guaranteeing they are always in sync with the latest application changes.

Example: If a new microservice is deployed, the Observability as Code system automatically provisions the necessary dashboards, alerts, and logs. It reduces manual efforts and minimizes errors.

2. Financial Services

OaC provides immense value in the financial sector, particularly for complex trading platforms with stringent compliance requirements. It allows for a version-controlled, auditable record of all observability configurations, enhancing regulatory compliance and operational transparency.

Example: If a new compliance regulation requires specific monitoring of transaction latency, the necessary observability configurations can be coded and tracked. The process ensures compliance with regulatory standards while also simplifying audits.

3. E-commerce Platforms

E-commerce platforms often experience seasonal traffic spikes that necessitate robust and scalable monitoring solutions. OaC enables the automated scaling of observability configurations in response to these traffic changes.

Example: During Black Friday sales, the system can automatically adjust monitoring thresholds and deploy additional observability resources. This proactive approach prevents potential outages and performance issues during critical periods, showcasing the power of Observability as Code (OaC).


Observability as Code vs. Traditional Observability

In traditional observability, manual processes are heavily relied upon, which can be time-consuming and prone to human error. On the other hand, OaC introduces automation and codified configurations, significantly enhancing efficiency and consistency. Below is a detailed comparison of these two approaches.

Configuration Manual setup, prone to errors and inconsistencies. Codified configurations ensure consistent and replicable setups across environments.
Scalability Limited by manual processes, making efficient scaling challenging. Highly scalable through automation and programmatic configuration management.
Version Control Lacks comprehensive version control, complicating change tracking and historical management. Provides thorough version control, allowing detailed change tracking, rollback capabilities, and collaborative management.
Automation Limited automation necessitates significant manual intervention for setup and updates. Extensive automation reduces manual effort, minimizes human errors, and speeds up deployment processes.
Consistency Configurations can be inconsistent, leading to potential monitoring gaps. Ensures consistent application of configurations across environments, reducing monitoring gaps and ensuring reliable observability.

Configuration

In traditional observability, configurations rely on manual setups, which are often prone to errors and inconsistencies across different environments. This approach makes it challenging to maintain uniformity and can result in varied results. 

Conversely, OaC leverages codified configurations. This process ensures a consistent and easily replicable setup across multiple environments, significantly reducing the chances of human error and discrepancies.

Scalability

Scalability is another area where these two approaches diverge significantly. Traditional observability often struggles with scalability due to its reliance on manual processes. Scaling up observability efforts can be inefficient and labor-intensive. 

In contrast, automation and the ability to manage configurations programmatically enable OaC's high scalability design. This allows for seamless expansion without the bottlenecks associated with manual interventions.

Version

Version control is limited in traditional observability setups, making it hard to track changes, keep configuration histories, and collaborate. This lack of comprehensive version control can lead to challenges in managing configurations over time. 

OaC addresses this issue by providing thorough version control, enabling detailed change tracking, rollback capabilities, and better collaborative management. This approach ensures that all changes are well documented and easily reversible if necessary.

Automation

Automation in traditional observability is limited, requiring significant manual effort for initial setup and ongoing updates. This manual involvement increases the risk of human error and slows down the deployment process. 

In contrast, OaC is extensively automated, reducing the manual effort required, minimizing the risk of errors, and accelerating the deployment process. This extensive automation ensures a more efficient and reliable observability setup.

Consistency

Consistency is a crucial concern with traditional observability, where configurations can be variable and inconsistent. This variability can lead to gaps in monitoring and unreliable observability across different environments. 

OaC ensures a consistent application of observability configurations across all environments. This consistency significantly reduces the risk of monitoring gaps and provides more reliable and comprehensive observability.


Why Do You Need Observability As Code?

OaC has become a popular approach among many organizations. This method offers several key benefits by standardizing monitoring rules and integrating them into the CI/CD pipeline and application code.

OaC gives DevOps teams and SREs policies and practices to better observe system state and behavior across environments. As a result, it helps developers take real-time action using live insight to meet service-level goals and optimize critical business metrics more efficiently.

Here are the top reasons OaC is necessary for modern development practices:

Improved Consistency

Defining observability configurations in code ensures consistent behavior across multiple environments. It reduces errors from manual configuration discrepancies between development, testing, and production.

Moreover, OaC enables the recreation of observability setups in a predictable and reproducible manner. OaC is essential for troubleshooting and debugging issues that may arise in different environments.

By defining observability configurations as code, teams can maintain high consistency, reduce manual errors, and ensure a reproducible and reliable observability setup across all environments. Consistency is essential for software integrity development and operational efficiency.

Easier Scalability

As systems become more complex, manual observability configuration management becomes grows in difficulty. OaC supports the scalability of observability practices by allowing teams to manage configurations for large and intricate systems efficiently.

Better Collaboration

Code serves as documentation. Defining observability configuration in code helps teams have a transparent and centralized source of monitoring and logging setup information. This setup helps onboard new team members and unifies system observation. Anyone in the organization can create and modify observability assets like alerts by using version control tools like Git.

Faster Recovery Times

Utilizing OaC speeds up recovery times by automating and standardizing monitoring and alerting configurations. It ensures that systems are constantly monitored across all environments, making identifying and resolving issues quickly easier. Automated updates and consistent setups reduce the chance of human error, allowing for quicker deployment of fixes and minimizing downtime.

Read on to learn about the critical components of observability as code.


Observability As Code Tools

OaC integrates seamlessly with Infrastructure as Code (IaC) tools like Terraform, Ansible, and more. This integration ensures that observability configurations and observability data are versioned, automated, and consistent across different environments, just like infrastructure components.

Here’s a summary table of top tools and platforms used with OaC:

Terraform Declarative configuration language, cloud agnostic, integrates with observability tools Reproducible infrastructure and observability setup, automated deployments, scalable solutions
Ansible Automation tool, manages configurations, deploys and configures observability tools Consistent application of observability configurations, reduces risk of configuration drift
Prometheus Scalable time series database, powerful querying, integrates with many exporters Reliable monitoring and alerting, flexible integration, efficient data collection
Grafana Interactive visualization, supports multiple data sources, customizable dashboards Enhanced data visibility, customizable interfaces, cross-source data correlation
ELK Stack Real-time log analysis, robust search capabilities, comprehensive data visualization Improved log management, powerful search and filtering, actionable insights from log data
New Relic Full-stack monitoring, application performance management, deep insights into user experience Comprehensive performance insights, proactive issue detection, improved user experience
Splunk Real-time log analysis, advanced search capabilities, comprehensive data analytics Enhanced log management, powerful real-time insights, scalable and versatile observability

Terraform

Terraform is a popular IaC tool that lets users define and provision infrastructure with a declarative configuration language. When combined with OaC, Terraform can manage the provisioning of monitoring and logging resources alongside compute, storage, and network resources. This combination enables a reproducible and scalable unified infrastructure and observability setup.

Ansible 

Ansible is an automation tool that manages configurations, deployments, and other IT tasks. In the context of OaC, Ansible can deploy and configure observability tools such as Prometheus, Grafana, and the ELK stack. This tool ensures that observability configurations are applied consistently across all environments, lowering the likelihood of configuration drift.

Prometheus

An open-source monitoring and alerting toolkit designed for reliability and scalability. Prometheus collects and stores metrics as time series data, providing powerful querying and visualization capabilities. It integrates easily with other tools and supports a wide range of exporters.

Grafana

The open-source monitoring and observability platform Grafana offers interactive visualization and analytics across multiple data sources. It is often used in conjunction with Prometheus to create comprehensive monitoring dashboards.

ELK Stack (Elasticsearch, Logstash, Kibana)

The ELK stack is a popular collection of tools for searching, analyzing, and visualizing log data in real-time. Elasticsearch is a search engine, Logstash is a data processing pipeline, and Kibana is a visualization tool. Together, they provide robust log management and analysis capabilities.

New Relic

New Relic is a cloud-based observability platform that offers full-stack monitoring, application performance management, and distributed tracing. It provides deep insights into application performance and the user experience.

Splunk

Splunk offers strong log management, real-time insights, and advanced analytics capabilities, making it an adaptable tool for comprehensive observability.

Edge Delta

An observability automation platform that processes and analyzes data at the edge, providing real-time insights and anomaly detection. Edge Delta also offers powerful, end-to-end pipelines that give you full control over all your telemetry data.


Implementing Observability As Code

Implementing OaC is a systematic approach that automates the configuration of observability tools and practices, integrating them into your infrastructure management processes. Here are the comprehensive steps to achieve this:

1. Understand the Need for OaC

Recognize the shift to cloud-native technologies and the operational complexities of distributed cloud architecture. Understand the limitations of traditional monitoring practices and the need for a proactive, integrated approach to observability.

2. Adopt a DevOps Mindset

Follow the "you build it, you run it" approach to ensure developers are involved in the observability process. Integrate observability practices throughout the entire software development lifecycle, not just in production.

3. Leverage Infrastructure as Code (IaC) Tools

Use IaC principles to manage observability assets consistently, automatically, and repeatably. Tools like HashiCorp Terraform can help provision infrastructure, including monitoring resources.

4. Develop Observability Assets as Code

Create observability assets such as detectors, alerts, and dashboards using code. This method ensures they are versioned, shareable, and reusable. Store these configurations in version control systems like Git for collaboration and iteration.

5. Set Up Infrastructure and Observability Tools 

Use Infrastructure as Code tools and observability platforms to define and configure observability resources. For example, you could use Terraform and a provider like SignalFx to specify the observability resources and their parameters in a configuration file (e.g., main.tf).

Example: Creating an Alert with Terraform

provider "signalfx" {
   auth_token="<>"
   api_url = "https://api.us1.signalfx.com"
}
resource "signalfx_detector" "application_latency" {
 name        = "application latency is high"
 description = "SLI metric for application latency is higher than expected."
 program_text = <<-EOF
       signal = data('demo.trans.latency').max()
       detect(when(signal > 250, '1m')).publish('application latency is greater than 250 ms')
   EOF
 rule {
   description   = "Application latency was high for last one minute"
   severity      = "Warning"
   detect_label  = "application latency is greater than 250 ms"
   notifications = ["Email, name@email.com"]
 }
}

6. Create Dashboards and Monitoring Assets

Define and configure dashboards to monitor critical metrics using infrastructure as code. Integrate your automation tool with your version control (e.g., GitHub) system to automatically trigger updates on code changes.

Example: Creating a Dashboard

  • Use Terraform Cloud to manage the lifecycle of your observability resources, including remote execution, version control integration, and state management.

7. Utilize UI and APIs for Flexibility

Use the UI of your observability platform for point-and-click creation and customization of charts and detectors. Use APIs for large-scale updates and the initial creation of observability assets. Combine both methods to preview alerts, add runbook URLs, and customize monitoring assets effectively.  

These steps help organizations develop and manage observability assets across environments, improving collaboration, automated workflows, and system insights.


Observability As Code Challenges and How to Overcome Them

While OaC offers numerous benefits, its implementation can present several challenges. Understanding these challenges is essential for effectively leveraging OaC to its full potential. Here are some common obstacles organizations might face:

Complexity

Observability as code can add complexity to your overall software stack. Tools like Terraform, while powerful, can make it challenging to extract the insights you need from dashboards.

Standardized configurations and templates can simplify the integration process. 

Best practices should be well-documented and shared across the team to maintain consistency. Additionally, your observability setup should be reviewed and streamlined regularly to remove redundant components.

Performance Issues

Adopting observability as code might not create performance issues in your application. However, verbose logging and extensive data collection can degrade performance and increase costs.

To combat performance issues, implement a strategic logging policy that balances the need for information with performance considerations. Use sampling and rate limiting to reduce the volume of data collected. Additionally, leverage data aggregation and filtering techniques to minimize the impact on system performance.

Time Consumption

Deploying observability as a code framework is time-consuming and challenging in fast-paced DevOps environments where speed is crucial. The process involves configuring many tools and integrations. The initial setup requires careful planning and team coordination to avoid disruptions. This extensive time investment can slow development cycles and delay new features and updates.

Follow these steps to address time constraints:

  • Start with a phased implementation approach.

  • Begin with critical components and gradually expand observability coverage.

  • Utilize automation tools to streamline the deployment process and reduce manual efforts.

  • Ensure the team is well-trained in using observability tools effectively to minimize delays and enhance overall efficiency. 

Tracking Limitations

OaC tools often struggle to track infrastructure or networking issues, especially in multi-cloud environments. While the code can indicate where problems might be, it won't resolve firewall or virtual LAN issues.

To address tracking limitations, complement multi-cloud observability tools with infrastructure monitoring solutions for a holistic system view. Ensure your observability strategy includes provisions for multi-cloud environments using platform-agnostic tools and frameworks. Regularly update configurations to accommodate the specific nuances of each cloud provider.

Steep Learning Curve

Transitioning to OaC presents a significant challenge due to the steep learning curve. Team members must acquire new skills and become proficient with various observability tools, monitoring frameworks, and domain-specific languages (DSLs). Additionally, they need to understand cloud and networking models, infrastructure components, and design concepts. 

This learning curve can be daunting, especially for teams without prior experience in these areas. Organizations should invest in ongoing training and workshops to develop the necessary expertise to address this challenge by: 

  • Employing tools with user-friendly interfaces and pre-built templates can help simplify the transition. 

  • Comprehensive documentation and standardization on a smaller set of tools and languages will also minimize the learning curve and enable quicker adaptation.

Security Concern

Security is a paramount concern in OaC because it involves storing sensitive credentials, access keys, and secrets within observability configurations. When these credentials are not correctly managed, they can be exposed in version control systems or during code reviews, leading to potential security breaches. 

Organizations should use the proper management tools to store and manage sensitive information to mitigate this risk. Additionally, it is crucial to avoid hardcoding sensitive data into configuration files and instead use environment variables. Regular security audits and code reviews are required to identify and address vulnerabilities, ensuring that observability configurations are secure.

Coding Language Dependency

OaC requires a strong dependency on coding skills, making proficiency in specific coding languages and tools essential. This dependency can pose a challenge if the team lacks the necessary expertise, potentially hampering the effective use of OaC. 

Organizations should focus on continuous training and skill development for their teams to overcome coding language dependency challenges by:

  • Standardizing on a smaller set of tools and languages can help reduce the learning curve. 

  • Cross-training team members to ensure a broader understanding of the necessary languages and tools is also beneficial. 

In cases where the current team lacks the required skills, hiring skilled developers or utilizing third-party services can be an effective strategy to bridge the gap.

Fast and Frequent Configuration Changes

The dynamic nature of OaC environments means that configuration changes are often fast and frequent. This rapid pace makes conducting thorough code reviews and ensuring effective version control difficult. Coordinating changes between developers working on different parts of the observability setup can cause conflicts and errors, contributing to common observability mistakes.

To address these issues, version control systems like Git should be used to track changes and manage code reviews efficiently by: 

  • Implementing automated testing for configurations can help catch errors before deployment.

  • Establishing continuous integration and continuous deployment (CI/CD) pipelines will automate and streamline the deployment process.


Conclusion

OaC transforms how organizations monitor and manage their systems. By using the principles of Infrastructure as Code, OaC automates and standardizes observability configurations, making them scalable and consistent. 

This approach to observability improves monitoring reliability and efficiency and integrates seamlessly with modern DevOps processes. With OaC, organizations can easily expand their monitoring infrastructure, ensure consistent configurations across multiple environments, and automate updates and deployments. 


Observability As Code FAQs

Why Observability as Code? 

Observability as Code enables organizations to standardize monitoring rules for all applications, making it easier to spot and fix issues. This process tracks all applications and captures key metrics.

What is the goal of OaC?

The goal of observability as code is to track every function and request in the full context of the stack. It aims to generate the most comprehensive and actionable insights, corresponding to intelligence across teams. 

How does OaC interact with other 'as code' practices like infrastructure as code (IaC)?

Observability as code seamlessly integrates with IaC tools. It allows observability configurations to be included in the same codebase as the infrastructure definition, enhancing the system's overall manageability and maintainability.

What is Monitoring as Code?

Monitoring as code is a big change in how businesses monitor their infrastructure, applications, and systems. It follows the "everything as code" philosophy, treating infrastructure, configurations, and monitoring processes as code artifacts.


List of sources: 

New Relic

TechTarget

New Relic

Microsoft

TNS

Splunk

Solsys

Newstack

Newrelic

TechTarget

Cloudbolt

Technologent

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