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From Monolithic Systems to Microservices: An Assessment Framework

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 Added by Davide Taibi
 Publication date 2019
and research's language is English




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Context. Re-architecting monolithic systems with Microservices-based architecture is a common trend. Various companies are migrating to Microservices for different reasons. However, making such an important decision like re-architecting an entire system must be based on real facts and not only on gut feelings. Objective. The goal of this work is to propose an evidence-based decision support framework for companies that need to migrate to Microservices, based on the analysis of a set of characteristics and metrics they should collect before re-architecting their monolithic system. Method. We designed this study with a mixed-methods approach combining a Systematic Mapping Study with a survey done in the form of interviews with professionals to derive the assessment framework based on Grounded Theory. Results. We identified a set consisting of information and metrics that companies can use to decide whether to migrate to Microservices or not. The proposed assessment framework, based on the aforementioned metrics, could be useful for companies if they need to migrate to Microservices and do not want to run the risk of failing to consider some important information.

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Microservice architecture refers to the use of numerous small-scale and independently deployed services, instead of encapsulating all functions into one monolith. It has been a challenge in software engineering to decompose a monolithic system into smaller parts. In this paper, we propose the Feature Table approach, a structured approach to service decomposition based on the correlation between functional features and microservices: (1) we defined the concept of {em Feature Cards} and 12 instances of such cards; (2) we formulated {em Decomposition Rules} to decompose monolithic applications; (3) we designed the {em Feature Table Analysis Tool} to provide semi-automatic analysis for identification of microservices; and (4) we formulated {em Mapping Rules} to help developers implement microservice candidates. We performed a case study on Cargo Tracking System to validate our microservice-oriented decomposition approach. Cargo Tracking System is a typical case that has been decomposed by other related methods (dataflow-driven approach, Service Cutter, and API Analysis). Through comparison with the related methods in terms of specific coupling and cohesion metrics, the results show that the proposed Feature Table approach can deliver more reasonable microservice candidates, which are feasible in implementation with semi-automatic support.
Migration to the cloud has been a popular topic in industry and academia in recent years. Despite many benefits that the cloud presents, such as high availability and scalability, most of the on-premise application architectures are not ready to fully exploit the benefits of this environment, and adapting them to this environment is a non-trivial task. Microservices have appeared recently as novel architectural styles that are native to the cloud. These cloud-native architectures can facilitate migrating on-premise architectures to fully benefit from the cloud environments because non-functional attributes, like scalability, are inherent in this style. The existing approaches on cloud migration does not mostly consider cloud-native architectures as their first-class citizens. As a result, the final product may not meet its primary drivers for migration. In this paper, we intend to report our experience and lessons learned in an ongoing project on migrating a monolithic on-premise software architecture to microservices. We concluded that microservices is not a one-fit-all solution as it introduces new complexities to the system, and many factors, such as distribution complexities, should be considered before adopting this style. However, if adopted in a context that needs high flexibility in terms of scalability and availability, it can deliver its promised benefits.
Context: Microservices Architecture (MSA) has received significant attention in the software industry. However, little empirical evidence exists on design, monitoring, and testing of microservices systems. Objective: This research aims to gain a deep understanding of how microservices systems are designed, monitored, and tested in the industry. Method: A mixed-methods study was conducted with 106 survey responses and 6 interviews from microservices practitioners. Results: The main findings are: (1) a combination of domain-driven design and business capability is the most used strategy to decompose an application into microservices, (2) over half of the participants used architecture evaluation and architecture implementation when designing microservices systems, (3) API gateway and Backend for frontend patterns are the most used MSA patterns, (4) resource usage and load balancing as monitoring metrics, log management and exception tracking as monitoring practices are widely used, (5) unit and end-to-end testing are the most used testing strategies, and (6) the complexity of microservices systems poses challenges for their design, monitoring, and testing, for which there are no dedicated solutions. Conclusions: Our findings reveal that more research is needed to (1) deal with microservices complexity at the design level, (2) handle security in microservices systems, and (3) address the monitoring and testing challenges through dedicated solutions.
Cloud-native Applications are distributed, elastic and horizontal-scalable systems composed of (micro)services which isolate states in a minimum of stateful components. Hence, an important property is to ensure a low coupling and a high cohesion among the (micro)services composing the cloud-native application. Loosely coupled and highly cohesive services allow development teams to work in parallel, reducing the communication overhead between teams. However, despite both practitioners and researchers agree on the importance of this general property, there are no validated metrics to effectively measure or test the actual coupling level between services. In this work, we propose ways to compute and visualize the coupling between microservices, by extending and adapting the concepts behind the computation of the traditional structural coupling. We validate these measures with a case study involving 17 open-source projects and we provide an automatic approach to measure them. The results of this study highlight how these metrics provide to practitioners a quantitative and visual view of services compositions, which can be useful to conceive advanced systems to monitor the evolution of the service.
Lack of awareness and knowledge of microservices-specific security challenges and solutions often leads to ill-informed security decisions in microservices system development. We claim that identifying and leveraging security discussions scattered in existing microservices systems can partially close this gap. We define security discussion as a paragraph from developer discussions that includes design decisions, challenges, or solutions relating to security. We first surveyed 67 practitioners and found that securing microservices systems is a unique challenge and that having access to security discussions is useful for making security decisions. The survey also confirms the usefulness of potential tools that can automatically identify such security discussions. We developed fifteen machine/deep learning models to automatically identify security discussions. We applied these models on a manually constructed dataset consisting of 4,813 security discussions and 12,464 non-security discussions. We found that all the models can effectively identify security discussions: an average precision of 84.86%, recall of 72.80%, F1-score of 77.89%, AUC of 83.75% and G-mean 82.77%. DeepM1, a deep learning model, performs the best, achieving above 84% in all metrics and significantly outperforms three baselines. Finally, the practitioners feedback collected from a validation survey reveals that security discussions identified by DeepM1 have promising applications in practice.
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