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Unternehmen sind derzeit dabei, ihre Strategie, ihre Prozesse und ihre Informationssysteme zu verändern, um ihren Digitalisierungsgrad zu erhöhen. Das Potenzial des Internets und verwandter digitaler Technologien wie Internet der Dinge, Services Computing, Cloud Computing, künstliche Intelligenz, Big Data mit Analysen, mobile Systeme, Kollaborationsnetzwerke und cyber-physikalische Systeme treibt neue Geschäftsmodelle an und ermöglicht sie. Die Digitalisierung führt zu einer tiefgreifenden Umwälzung bestehender Unternehmen, Technologien und Volkswirtschaften und fördert die Architektur digitaler Umgebungen mit vielen eher kleinen und verteilten Strukturen. Dies hat starke Auswirkungen auf neue Wertschöpfungsmöglichkeiten und die Gestaltung digitaler Dienste und Produkte, die durch die Nutzung einer service-dominanten Logik gesteuert werden. Das Hauptergebnis des Buchkapitels erweitert Methoden für integrale digitale Strategien um wertorientierte Modelle für digitale Produkte und Dienstleistungen, die im Rahmen eines multiperspektivischen digitalen Unternehmensarchitektur-Referenzmodells definiert werden.
The euphoria around microservices has decreased over the years, but the trend of modernizing legacy systems to this novel architectural style is unbroken to date. A variety of approaches have been proposed in academia and industry, aiming to structure and automate the often long-lasting and cost-intensive migration journey. However, our research shows that there is still a need for more systematic guidance. While grey literature is dominant for knowledge exchange among practitioners, academia has contributed a significant body of knowledge as well, catching up on its initial neglect. A vast number of studies on the topic yielded novel techniques, often backed by industry evaluations. However, practitioners hardly leverage these resources. In this paper, we report on our efforts to design an architecture-centric methodology for migrating to microservices. As its main contribution, a framework provides guidance for architects during the three phases of a migration. We refer to methods, techniques, and approaches based on a variety of scientific studies that have not been made available in a similarly comprehensible manner before. Through an accompanying tool to be developed, architects will be in a position to systematically plan their migration, make better informed decisions, and use the most appropriate techniques and tools to transition their systems to microservices.
Enterprises are currently transforming their strategy, processes, and their information systems to extend their degree of digitalization. The potential of the Internet and related digital technologies, like Internet of Things, services computing, cloud computing, artificial intelligence, big data with analytics, mobile systems, collaboration networks, and cyber physical systems both drives and enables new business designs. Digitalization deeply disrupts existing businesses, technologies and economies and fosters the architecture of digital environments with many rather small and distributed structures. This has a strong impact for new value producing opportunities and architecting digital services and products guiding their design through exploiting a Service-Dominant Logic. The main result of the book chapter extends methods for integral digital strategies with value-oriented models for digital products and services which are defined in the framework of a multi-perspective digital enterprise architecture reference model.
Context
Microservices as a lightweight and decentralized architectural style with fine-grained services promise several beneficial characteristics for sustainable long-term software evolution. Success stories from early adopters like Netflix, Amazon, or Spotify have demonstrated that it is possible to achieve a high degree of flexibility and evolvability with these systems. However, the described advantageous characteristics offer no concrete guidance and little is known about evolvability assurance processes for microservices in industry as well as challenges in this area. Insights into the current state of practice are a very important prerequisite for relevant research in this field.
Objective
We therefore wanted to explore how practitioners structure the evolvability assurance processes for microservices, what tools, metrics, and patterns they use, and what challenges they perceive for the evolvability of their systems.
Method
We first conducted 17 semi-structured interviews and discussed 14 different microservice-based systems and their assurance processes with software professionals from 10 companies. Afterwards, we performed a systematic grey literature review (GLR) and used the created interview coding system to analyze 295 practitioner online resources.
Results
The combined analysis revealed the importance of finding a sensible balance between decentralization and standardization. Guidelines like architectural principles were seen as valuable to ensure a base consistency for evolvability and specialized test automation was a prevalent theme. Source code quality was the primary target for the usage of tools and metrics for our interview participants, while testing tools and productivity metrics were the focus of our GLR resources. In both studies, practitioners did not mention architectural or service-oriented tools and metrics, even though the most crucial challenges like Service Cutting or Microservices Integration were of an architectural nature.
Conclusions
Practitioners relied on guidelines, standardization, or patterns like Event-Driven Messaging to partially address some reported evolvability challenges. However, specialized techniques, tools, and metrics are needed to support industry with the continuous evaluation of service granularity and dependencies. Future microservices research in the areas of maintenance, evolution, and technical debt should take our findings and the reported industry sentiments into account.
While many maintainability metrics have been explicitly designed for service-based systems, tool-supported approaches to automatically collect these metrics are lacking. Especially in the context of microservices, decentralization and technological heterogeneity may pose challenges for static analysis. We therefore propose the modular and extensible RAMA approach (RESTful API Metric Analyzer) to calculate such metrics from machine-readable interface descriptions of RESTful services. We also provide prototypical tool support, the RAMA CLI, which currently parses the formats OpenAPI, RAML, and WADL and calculates 10 structural service-based metrics proposed in scientific literature. To make RAMA measurement results more actionable, we additionally designed a repeatable benchmark for quartile-based threshold ranges (green, yellow, orange, red). In an exemplary run, we derived thresholds for all RAMA CLI metrics from the interface descriptions of 1,737 publicly available RESTful APIs. Researchers and practitioners can use RAMA to evaluate the maintainability of RESTful services or to support the empirical evaluation of new service interface metrics.
Scenario-based analysis is a comprehensive technique to evaluate software quality and can provide more detailed insights than e.g. maintainability metrics. Since such methods typically require significant manual effort, we designed a lightweight scenario-based evolvability evaluation method. To increase efficiency and to limit assumptions, the method exclusively targets service- and microservice-based systems. Additionally, we implemented web-based tool support for each step. Method and tool were also evaluated with a survey (N=40) that focused on change effort estimation techniques and hands-on interviews (N=7) that focused on usability. Based on the evaluation results, we improved method and tool support further. To increase reuse and transparency, the web-based application as well as all survey and interview artifacts are publicly available on GitHub. In its current state, the tool-supported method is ready for first industry case studies.
Enterprises are presently transforming their strategy, culture, processes, and their information systems to become more digital. The digital transformation deeply disrupts existing enterprises and economies. Digitization fosters the development of IT systems with many rather small and distributed structures, like Internet of Things or mobile systems. Since years a lot of new business opportunities appeared using the potential of the Internet and related digital technologies, like Internet of Things, services computing, cloud computing, big data with analytics, mobile systems, collaboration networks, and cyber physical systems. This has a strong impact for architecting digital services and products. The change from a closed-world modeling perspective to more flexible open-world composition and evolution of system architectures defines the moving context for adaptable systems, which are essential to enable the digital transformation. In this paper, we are focusing on a decision-oriented architectural composition approach to support the transformation for digital services and products.
While the recently emerged microservices architectural style is widely discussed in literature, it is difficult to find clear guidance on the process of refactoring legacy applications. The importance of the topic is underpinned by high costs and effort of a refactoring process which has several other implications, e.g. overall processes (DevOps) and team structure. Software architects facing this challenge are in need of selecting an appropriate strategy and refactoring technique. One of the most discussed aspects in this context is finding the right service granularity to fully leverage the advantages of a microservices architecture. This study first discusses the notion of architectural refactoring and subsequently compares 10 existing refactoring approaches recently proposed in academic literature. The approaches are classified by the underlying decomposition technique and visually presented in the form of a decision guide for quick reference. The review yielded a variety of strategies to break down a monolithic application into independent services. With one exception, most approaches are only applicable under certain conditions. Further concerns are the significant amount of input data some approaches require as well as limited or prototypical tool support.
While Microservices promise several beneficial characteristics for sustainable long-term software evolution, little empirical research covers what concrete activities industry applies for the evolvability assurance of Microservices and how technical debt is handled in such systems. Since insights into the current state of practice are very important for researchers, we performed a qualitative interview study to explore applied evolvability assurance processes, the usage of tools, metrics, and patterns, as well as participants’ reflections on the topic. In 17 semi-structured interviews, we discussed 14 different Microservice-based systems with software professionals from 10 companies and how the sustainable evolution of these systems was ensured. Interview transcripts were analyzed with a detailed coding system and the constant comparison method.
We found that especially systems for external customers relied on central governance for the assurance. Participants saw guidelines like architectural principles as important to ensure a base consistency for evolvability. Interviewees also valued manual activities like code review, even though automation and tool support was described as very important. Source code quality was the primary target for the usage of tools and metrics. Despite most reported issues being related to Architectural Technical Debt (ATD), our participants did not apply any architectural or service-oriented tools and metrics. While participants generally saw their Microservices as evolvable, service cutting and finding an appropriate service granularity with low coupling and high cohesion were reported as challenging. Future Microservices research in the areas of evolution and technical debt should take these findings and industry sentiments into account.
To remain competitive in a fast changing environment, many companies started to migrate their legacy applications towards a Microservices architecture. Such extensive migration processes require careful planning and consideration of implications and challenges likewise. In this regard, hands-on experiences from industry practice are still rare. To fill this gap in scientific literature, we contribute a qualitative study on intentions, strategies, and challenges in the context of migrations to Microservices. We investigated the migration process of 14 systems across different domains and sizes by conducting 16 in-depth interviews with software professionals from 10 companies. Along with a summary of the most important findings, we present a separate discussion of each case. As primary migration drivers, maintainability and scalability were identified. Due to the high complexity of their legacy systems, most companies preferred a rewrite using current technologies over splitting up existing code bases. This was often caused by the absence of a suitable decomposition approach. As such, finding the right service cut was a major technical challenge, next to building the necessary expertise with new technologies. Organizational challenges were especially related to large, traditional companies that simultaneously established agile processes. Initiating a mindset change and ensuring smooth collaboration between teams were crucial for them. Future research on the evolution of software systems can in particular profit from the individual cases presented.