ICAgile Learning Roadmap

DevOps Track
The work in this document was facilitated by the International Consortium for
Agile (ICAgile) and done by the contribution of various Agile Experts and
Practitioners. These learning outcomes are intended to help the growing Agile
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LICENSING INFORMATION
 


SPECIAL THANKS
ICAgile would like to give

special thanks to the following Track Authors:
Colin Garlick • Dominica DeGrandis • Gene Gotimer • Tim Guay

ICAgile also thanks the following Track Contributors:

Bryon Brewer • Dominic Delmolino • Chris Knotts

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SPECIAL THANKS
HOW TO READ THIS DOCUMENT
This document outlines the learning outcomes that must be addressed by accredited
training organizations intending to offer ICAgile certifications for each step in the
DevOps Track.
Each LO follows a particular pattern, described below.



0.0.0. Learning Objective Name

Additional Context, describing why this learning outcome is important or what it is
intended to impart.
The learning outcome purpose, further describing what is expected to be imparted
on the learner (e.g. a key point, framework, model, approach, technique, or skill).

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HOW TO READ THIS DOCUMENT
CONTENTS
2 LICENSING INFORMATION
3 SPECIAL THANKS
4 HOW TO READ THIS DOCUMENT
5 TABLE OF CONTENTS
7 FOUNDATIONS OF DEVOPS LEARNING OUTCOMES
7 1. THE CASE FOR DEVOPS
7 1.1. History of DevOps
7 1.2. Mindset and Principles
9 1.3. Cultural Challenges

10 2. CONFIGURATION MANAGEMENT
10 2.1. Version Control
11 2.2. Managing Configuration

11 3. CONTINUOUS INTEGRATION
11 3.1. Principles of Continuous Integration
12 3.2. Practices of Continuous Integration
13 3.3. Quality Assurance

14 4. CONTINUOUS DELIVERY
14 4.1. Definition of Continuous Delivery
14 4.2. Principles of Continuous Delivery
16 4.3. Practices of Continuous Delivery
16 4.4. Deployment Pipeline

19 5. OPERATIONS
19 5.1. Managing Infrastructure
20 5.2. Managing Databases

22 IMPLEMENTING DEVOPS LEARNING OUTCOMES

22 1. PLANNING THE PIPELINE
22 1.1. Defining the Objectives (the "Why" Behind Implementing DevOps)

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CONTENTS
22 1.2. Continuous Integration (CI) as a Prerequisite to DevOps
23 1.3. Design and Architect Applications for DevOps
23 1.4. Identifying the Stages of the Pipeline

24 2. BUILDING THE PIPELINE

24 2.1. Provisioning Environments
24 2.2. Deploying Systems
25 2.3. The Pipeline as Code

25 3. MONITORING THE PIPELINE

25 3.1. Cycle Time
25 3.2. Log Management
26 3.3. Telemetry
26 3.4. Production Support
27 3.5. Hearing the Voice of the Customer

28 4. MATURING THE PIPELINE

28 4.1. Deployment Architectures
28 4.2. Continuous Deployment

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CONTENTS
FOUNDATIONS OF DEVOPS (ICP-FDO)
LEARNING OBJECTIVES
1. THE CASE FOR DEVOPS

1.1. HISTORY OF DEVOPS

1.1.1. Origins of DevOps
DevOps is the extension of Agile principles beyond the delivery of software by
including the Operations team and everyone else involved in the software delivery
in the process from the beginning and addressing operational and other concerns
as an integral part of the development cycle. Patrick Debois suggests, “Operations
becomes a valued member of the traditional Agile process with an equal voice.”
This is a departure from early thinking where development and operations evolved
their tools and methods independently of one another.
Distinguish DevOps from traditional approaches, make clear what was and was
not intended with DevOps and anchor the ideas of DevOps in Agile principles.

1.1.2. DevOps Business Value / Benefits

DevOps delivers value quicker by reducing risk. DevOps focuses on systems
thinking, frequent feedback loops and continuous improvement to bring software
to production and allow deployment decisions to be business-driven, not tool or
technology driven.
Explain the benefits and value of DevOps in order to set the organization's
expectations and to gauge progress throughout adoption.

1.2. MINDSET AND PRINCIPLES

1.2.1. DevOps Principles
Many people come to DevOps looking for the practices that will make them
“DevOps”. But adopting DevOps is not just adding certain steps or particular
people to the team, it is a shift in mindset based on core principles, the most
important of which is that everyone involved in the delivery of software is involved
throughout the application lifecycle. Much like the Agile Principles, the DevOps
principles describe criteria that allow you to make intelligent decisions about how
your organization will approach software delivery. The scope and breadth of
DevOps is sometimes summed up as C.A.L.M.S. -- Culture, Automation, Lean,
Metrics, Sharing.
Many people come to DevOps looking for the practices that will make them
“DevOps”. But adopting DevOps is not just adding certain steps or particular
people to the team, it is a shift in mindset based on core principles, the most
important of which is that everyone involved in the delivery of software is
involved throughout the application lifecycle. Much like the Agile Principles, the

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FOUNDATIONS OF DEVOPS LEARNING OBJECTIVES
 DevOps principles describe criteria that allow you to make intelligent decisions
about how your organization will approach software delivery. The scope and
breadth of DevOps is sometimes summed up as C.A.L.M.S. -- Culture,
Automation, Lean, Metrics, Sharing.

1.2.2. Systems Thinking

According to W. Edward Deming, a system is “two or more parts that work together
to accomplish a shared aim.” With systems thinking everyone gains, not part of the
system at the expense of another. In a DevOps culture, this is fueled by
communication and collaboration among the business, development and
operations teams. This involves collaborating on trade-off decisions, and a
consistent multi-directional flow of discussions and information.
Show the importance of adopting the culture of systems thinking across all parts
of the organization and value stream (avoid optimizing only locally.)

1.2.3. Definition of Done

One of the keys to successfully adopting DevOps is to explicitly define what “done”
means for their organization. Optimally “done” means delivered, completely tested,
deployed in production and fully monitored. However, each organization and even
each team will have to define what those terms mean for them, and even if they
can get that far in their particular situation.
Explain that DevOps will vary from organization to organization, from team to
team and that it may even change over time. It is not a “one-size-fits-all” process.

1.2.4. Reduce Risk

Software is never perfect. Our goal is to make it easy enough, fast enough, secure
enough, safe enough. As we make the software “better,” we need to understand
that we are reducing risks in use, security, deployment, etc. Considering risk may
help us make intelligent decisions about where to invest effort in automating the
integration and deployment of our software.
Explain how improving the software and the development process is about
reducing risk involved in the development, deployment, operations and use of
software.

1.2.5. Small, Frequent Releases

Small, frequent releases are both a goal and a result of continuous delivery.
Increasing the frequency of releases lowers the scope and the risk of releases at
the potential cost of the "end game" activities necessary to push software into a
production environment. To achieve the goals with minimum cost, the releases
have to be quick and easy, generally aided by substantial automation. Because the
releases are quick and easy, they tend to be performed more frequently. The more
frequent they are performed, the more practiced the team is at them and the more
feedback they provide, in turn making them easier for the future.
Explain the value and impact of small, frequent releases in building a continuous
delivery practice and a DevOps culture. Begin to emphasize the importance of
automation as well.

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 1.2.6. Continuous Improvement (Kaizen)
Rapid delivery and release cycles provide natural break points where the team can
review its processes, plans and products to improve them. Making lots of small
changes avoids the shock and effort of having to make sweeping changes all at
once, not to mention reducing people’s natural reluctance to change.
Explain the importance of continuously incorporating change in the processes
and practices of a DevOps organization. Provides guidance on establishing
feedback loops and metrics against which to gauge success.

1.3. CULTURAL CHALLENGES

1.3.1. Essential Conflict
There exists an essential conflict between development and operations that must
be overcome through collaboration, processes and tools; that is that development
produces changes that must be deployed to production to be utilized, and
operations wants to avoid change to ensure stable conditions for operating
systems. These differences in motivation can be supported by policy, metrics and
incentives.
Identify and examine factors that will hinder implementation and discuss
techniques to overcome them.

1.3.2. Teams
The makeup of the project teams can have a profound impact on the success of
DevOps. Permanent cross-functional teams made up entirely of jacks-of-all-trades
with a strong understanding of the business and project goals are optimal. But
most teams will have a mix of senior and junior people, each with areas of
knowledge. The team as a whole will overall strengths in some areas and
weaknesses in others. Team members will join and leave over time.
Explain the value of long-term, cross-functional teams and discuss how to handle
individual abilities and weaknesses of team members.

1.3.3. Organizational Structure

Organizational structure can be used to eliminate the rift between development
and operations created by rewarding some for innovation and change and
rewarding other for stability, uptimes and performance (aka Service Availability).
Short of creating one group encompassing both roles, there are a number of
options for combining teams including inserting operations into a development
team, or developers into an operations team, or (preferred) creating cross-
functional teams with representation by both disciplines.
Describe how challenges arise from separation of development and operations,
how organizational structure influences technology decisions (such as Conway’s
Law) and discuss solutions to address these challenges.

1.3.4. Confidence in Automation

“Streamlining operations is heavily reliant on end-to-end automation” (Huttermann
2012). As the deployment pipeline matures, more and more depends on

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 automated testing, automated deployment and other automated processes. If
these automated processes begin to experience problems, confidence in the entire
process will suffer and the DevOps model may begin to falter.
Explain the confidence aspect of automation in a delivery pipeline.

1.3.5. Distributed Teams

Teams that are geographically distributed, whether in separate rooms or separate
time zones, can present some challenges to developing working continuous
integration and continuous delivery processes. The most effective approaches rely
on a shared version control system and access to the continuous integration
system and feedback systems for the entire team. And adherence to the
disciplines of continuous integration and continuous delivery can be much more
important with remote teams.
Show how CI/CD practices work for distributed teams, emphasizing that the
philosophy stays the same even where execution needs to be handled differently.

2. CONFIGURATION MANAGEMENT

2.1. VERSION CONTROL

2.1.1. Commit Everything
At any point in time you should be able to recreate the entire system from source
code to tests to database scripts to build and deployment scripts to configuration
files to specification documents. New programmers can go to a single location to
get everything they need to set up a development environment. A business analyst
can set up a demo environment to show to another team in the company or a
prospective client. An operations group can set up an environment on new
hardware to evaluate the impact on performance.
Describe the various assets that are committed into version control, including
configuration files, installation scripts, data sets, any dependent software that gets
installed as part of the process and documentation that supports it.

2.1.2. Working on Mainline

Working on the main line, or trunk, goes hand-in-hand with frequent commits. If
developers spend their time working in independent branches of the source code,
then they are not frequently integrating their code. They cannot see when they are
introducing conflicts or using outdated versions of other developers’ code. The
same applies to other team members and their work. If they don’t commit
frequently, not everyone gets a chance to see how their code integrates with
others. This applies to development of the application software as well as the
automation that installs and maintains the software.
Explain the mainline concept and provide guidelines on how to test and integrate
source code and DevOps code as part of a mainline development model.

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 2.2. MANAGING CONFIGURATION
2.2.1. Application Configuration
Proper management of configuration information is crucial to allowing
environments to be deployed quickly. When an environment needs to be manually
configured after deployment it takes time and introduces unnecessary risk. On the
other hand, when configuration information is built into binaries or packaged with
binaries, those binaries must be recompiled or repackaged for each environment.
By automatically configuring software at deploy time or at run time, the same
binaries can be deployed to each environment and the system is ready for use
when it comes up.
Explain proper configuration techniques to support automated deploys, building
binaries once and supporting multiple environments.

2.2.2. Feature Toggles

Feature toggles are sometimes known as feature bits or feature flags, and they
describe a technique that can be used to allow new functionality or algorithms to
be deployed incrementally. They also allow the deployment of the feature to be
decouple from making the feature being enabled.
Explain the option of using feature toggles to incrementally deliver partially-
finished features, and how feature toggles can be used to coordinate the
deployment of a feature separately from making the feature available to end users.

2.2.3. Configuration Management Tools

No tools have been more critical to the adoption of DevOps than the configuration
management tools that enable automated deployments and configuration. Tools
such as Puppet, Chef and Ansible are so critical to successful DevOps adoption
that in is not uncommon for organizations to assume that simply using one of
these tools “makes them DevOps.”
Describe the role of configuration management tools, discuss their declarative
nature and explain how they enable automated deployments and configuration.

2.2.4. Third-Party Components

The purpose of version control is to be able to reproduce a configuration at any
point in time. Libraries and other components that are not part of your source code
need to be tracked so that a build isn’t recreated with the wrong versions of third-
party components. This is also critical for new team members to be able to get
everything they need to build the software when they first join the project.
Explain the importance of keeping everything needed to build the software in
version control. It also stresses the importance of reducing the number of external
dependencies in a build system.

3. CONTINUOUS INTEGRATION

3.1. PRINCIPLES OF CONTINUOUS INTEGRATION

3.1.1. Overview of Continuous Integration

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FOUNDATIONS OF DEVOPS LEARNING OBJECTIVES
 Continuous Integration is core to the DevOps philosophy. The goal of continuous
integration is that software is in a working state at all times. Code changes from
the developers on the team are frequently integrated and automated tests are run
to demonstrate that the code still works after integration. Bugs and problems are
caught quickly and fixed immediately.
Explain the principles of continuous integration and why they are important. It
must strongly emphasize the importance of automated testing as part of the build.
If you do not have automated tests, you are not doing continuous integration.

3.2. PRACTICES OF CONTINUOUS INTEGRATION

3.2.1. Commit Code Frequently
Frequent commits are central to both DevOps and to Continuous Integration. By
team members committing their work frequently, teams can integrate changes
frequently and in small doses, before the integration effort becomes a huge,
unpredictable endeavor. Risk is reduced, tests can be run more frequently and
everyone always has access to the most up-to-date version.
Explain the importance of frequent commits and integration by all developers.

3.2.2. Write Automated Developer Tests

Automated developer tests are tests that are fast and can be run at least after
every commit, so they are sometimes called “commit tests”. They do not have to
be solely unit tests, but they should not require external resources that might not
be accessible at all times. These types of tests are sometimes called “component
tests”, in that while they test individual pieces of code they are not completely
isolated and are therefore not technically unit tests. A failed test means a failed
build. This is often referred to as making the build “self-testing”.
Explain the criteria for writing good developer tests for CI.

3.2.3. Prioritize Fixing the Build

A broken build may be a failed compilation, unsuccessful packaging, failed tests,
or static analysis findings that move beyond an acceptable threshold. Since the
goal is to always have working software, the team must prioritize fixing a broken
build. Since whatever broke the build likely was just done and committed, it is
probably fresh on the mind of whoever made the ill-fated change or changes. That
makes it a lot easier to fix or back out than it would be to fix something done
yesterday or last week. Also, all the other developers on the team are held up from
committing, so fixing the build removes a roadblock for them as well.
Discuss the impact of broken builds and approaches to fix rapidly, including rolling
forward and time-boxing the fix before rolling back the changes. Provide concrete
examples of the pitfalls of temporarily disabling tests and code checks to “fix” a
build. The build should not be fixed at the expense of thorough and complete
automated tests.

3.2.4. Continuous Feedback

The point of continuous integration is to have software that is always in a working
state. However, without feedback, there is no way to know if that is true. You need

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 to see that a build worked, the tests ran successfully, the static analysis did not
find any critical errors or too many less critical ones, etc. And on top of that, you
need to act on the feedback. When a build breaks, you need find out and to fix it
right away. Getting the software back to a working state is the team’s priority.
Explain the value and purpose of continuous feedback.

3.3. QUALITY ASSURANCE

3.3.1. Development Standards
Development standards can involve stylistic decisions (e.g., tabs vs. spaces,
naming conventions, standard comment blocks), architectural decisions (e.g., MVC
pattern, no singletons, REST interfaces), or what tools or components to use (e.g.,
no Open Source, only Open Source, no GPL, only GPL). What is important is that
the team agrees on them and that they are documented so that new (and current)
team members can find them and review/revisit them periodically.
Explain the importance of having documented development standards.

3.3.2. Static Analysis

Static analysis tools can check source code for coding style, naming conventions,
confusing or dangerous code constructs, unused code or variables, potential
security flaws and even design issues. They take care of a lot of the mindless, rote
checking that would normally be done by peers in a code review, and they can take
very little effort to install and maintain. The tools collect metrics and can produce
dashboards to make it easy to see trends in quality.
Explain the value of automated static analysis tools for continuous integration.

3.3.3. Test Automation

Automating tests is often a major shift for organization that are adopting DevOps
approaches. Even though the delivery pipeline relies on automated testing, the
benefits and critical nature of automation are not always clearly understood.
Testers who can write automated tests become critical enablers of the delivery
pipeline. The costs in time, effort and money are frequently underestimated. And
the expectations by management are not always realistic.
Show how the delivery pipeline is enabled by automated testing and discuss
strategies for adopting automated testing as a focus for testers.

3.3.4. Types of Tests

Many types and levels of testing can be automated in DevOps organizations. It is
important to be aware of these types as well as their benefits, their unique
considerations for automation and how they each fit in to the delivery pipeline.
Explain the impact each level of testing has on quality and trade-off considerations
related to automation and overall time and effort.

3.3.5. Managing Defects

Ideally, bugs are fixed as soon as they are found, preferably before the software
leaves the development environment. But even the most disciplined development

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 team will find that some bugs inevitably creep through to later stages, even into
production. And teams that are supporting legacy software may have defect
backlogs from the beginning. There are a number of approaches to dealing with
the defect backlog, from dropping everything immediately to fix the bug, to treating
it like a feature and prioritizing it similarly, to accepting the risk and consequences
and living with the defect as-is.
Explain some of the approaches for dealing with defects that are found late in or
after the development cycle, and how to handle that in a continuous delivery
model.

4. CONTINUOUS DELIVERY

4.1. DEFINITION OF CONTINUOUS DELIVERY

4.1.1. Overview of Continuous Delivery
Continuous Delivery could be considered the logical extrapolation of continuous
integration out of development. Whereas the goal of continuous integration is
having working software at all times, the goal of continuous delivery is having
software that is deployable to production at all times. In continuous deployment,
each commit that passed the automated tests and checks is pushed into
production. It is the logical extreme of continuous delivery; not only is every
change a candidate for release, each change is automatically released, without
manual intervention. While Continuous Delivery is critical in a DevOps organization,
the term DevOps refers to the entire culture of collaboration and delivery.
Define continuous delivery and explain how it differs from continuous integration,
continuous deployment and DevOps. Also include a discussion about the
problems and risks involved in releasing software.

4.2. PRINCIPLES OF CONTINUOUS DELIVERY

4.2.1. Repeatable, Reliable Process for Releasing Software
To deploy your software, you need to do three things: provision the environment for
the software to run in, install the software and configure the software. If these
three steps can be automated, you can have push-button deploy. That makes
software delivery very easy, which is the goal of continuous delivery: make the
decision to release software a business decision, not a technical one.
Explain the value of a repeatable, reliable process for software delivery, which is
the basis of the other principles of continuous delivery.

4.2.2. Automate Almost Everything

No matter how careful a person is, if they repeat a process manually enough times,
they will make a mistake. Investing the time to automate a process will not only
make the process more reliable and repeatable, but you can often save time in the
long run. Also, once a process is automated, you’ll find that you have fewer
reasons not to exercise it, which means it becomes even more useful. Any process

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 that does not require a human decision to be made is a good candidate for
automation.
Explain the value of automating processes and the approach to bring automation
into an environment.

4.2.3. Keep Everything in Source Control

At any point in time you should be able to recreate the entire system from source
code to tests to database scripts to build and deployment scripts to configuration
files to specification documents. New programmers can go to a single location to
get everything they need to set up a development environment. A business analyst
can set up a demo environment to show to another team in the company or a
prospective client. An operations group can set up an environment on new
hardware to evaluate the impact on performance.
Explain the importance of being able to create or recreate an environment for
building, testing, or using the system at any point in time.

4.2.4. If it Hurts, Do it More Frequently, and Bring the Pain Forward

This principle is can be thought of as a guide for identifying where change is
needed, choosing the areas for highest return on investment, and the parts of the
process that need the most practice. Whether the pain is risk-induced or effort-
related, the most painful parts of the process are usually the parts that need the
most attention. If you can automate, simplify and/or practice those parts, then the
next more painful areas become the next targets for improvement.
Demonstrate the principle of prioritizing change based upon ROI. Emphasize
automation benefits, process simplification, risk avoidance, and targeting
processes requiring large LOE investments."

4.2.5. Build Quality In

“Build quality in” was lean-pioneer W. Edward Deming’s motto. Defects are easier to
catch and easier to fix the earlier you catch them. If you can build the software with
quality in mind from the beginning, you don’t have to try to shoehorn it in later and
the result is usually much better. Testing must be part of the development phase,
not a phase after development is done.
Demonstrate applicable lean principles, present cost studies for defect
identification over the product lifecycle and enumerate techniques to build quality
into the process to reduce cost and risk.

4.2.6. Done Means Released

Ideally, a feature is not done until it is released into production. Practically, done
might have to mean released to a staging environment. But a feature cannot be
considered done just because it has been coded. It must tested, deploy automated
and the business has to have reviewed it before it is ready for production.
Otherwise it isn’t ready for the business to release it to production so it cannot be
“done”. Each team will need to define done for their process, and that definition
may change over time.
Explain the need to define done for the specific situation and environment.

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 4.2.7. Everybody is Responsible for the Delivery Process
Core to DevOps is the concept of shared responsibility. Delivery issues can’t be
”their problem,” the entire team must be working to fix them. Work can’t be thrown
over the wall from one team to another, the whole team must be working together
from the beginning. Everyone needs to help remove the barriers between the
groups involved in development and operations and work together towards the
common goal of delivering software. That means everyone will need to collaborate
and to be able to see the status of the software at all times.
Explain this central concept of collaboration and shared responsibility.

4.2.8. Continuous Improvement

Just as your software will continue to be improved, so should your software
delivery process continue to improve and mature. The team should discuss the
process regularly and work on retaining what is working and to improve or replace
what isn’t. Holding and acting on retrospectives is key to improving and maturing
the process.
Explain the importance of regular reflection and re-evaluation of the delivery
process by the entire delivery team.

4.3. PRACTICES OF CONTINUOUS DELIVERY

4.3.1. Build Binaries Only Once
An important practice in continuous delivery is building your binaries at only one
point in the development process. Each time source code is compiled it takes time
and introduces a chance for a difference to creep in. By ensuring the exact same
binaries are used from stage to stage in the pipeline, not only are you keeping the
process efficient but you also ensure that latter stages are using a binary that is
known to be good since it has been tested and verified in previous stages of the
pipeline.
Explain the importance of building binaries only once in the deployment pipeline.

4.3.2. Same Deploy Process Everywhere

One key to making sure that the deploy process is repeatable and reliable is to use
it repeatedly and then test to show that it behaves the same way each time. If you
can do this in multiple environments, you gain confidence that doing it in
production will work the same way. Also, your return on investment in maturing
(and hopefully automating) the deploy process grows as it is used more often. On
the other hand, if you use different deploy processes for different environments,
you have to spread your efforts across multiple processes to mature them.
Explain the practice of using the same deploy process in all environments and to
offer methods to accomplish this.

4.3.3. Smoke Test Your Deployment

Simply deploying the software isn’t enough. You have to make sure the deploy
worked. A smoke test is run after deploying to make sure the software is up and

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 running and that basic functions work. External services that the application
depends on, such as a database or authentication service, could also be checked.
Explain what a server validation smoke test is and why it should be used.

4.4. DEPLOYMENT PIPELINE

4.4.1. Definition of Deployment Pipeline
The deployment pipeline is the process of taking a code change from the
developer and getting it deployed into production. Along the way, the software will
pass through a number of stages, each one representing a higher level of
confidence that the change is a viable candidate to be deployed into production.
As more automation is brought into the process, the software can progress quicker
and more reliably through the stages and the level of confidence grows.
Continuous Delivery is often focused more on stages of assessment than on
progression through static environments.
Explain what the deployment pipeline is and why it is important to develop one.
Also, the deployment pipeline is itself a product that must be maintained.

4.4.2. Commit Stage

The first phase of the deployment pipeline begins when the code is committed.
The code is compiled, unit tests and other quick commit tests are run, and usually
static analysis takes place. This phase must be quick to inform the developer that
the recent changes have not caused obvious problems. We would like as much
feedback as we can get but the developer is stopped waiting for this feedback, so
we can’t afford to wait for comprehensive tests. Instead we want to get a quick
level of confidence that these changes represent a viable production candidate,
and that the time and effort of running further tests and checks is warranted.
Explain the purpose and the value of the commit stage as the beginning of the
deployment pipeline in catching developer errors.

4.4.3. Automated Acceptance Stage

At this stage in the deployment pipeline, functional tests and regression tests are
run to verify that the code works and meets at least a minimum level of
functionality. In general, if tests fail at this point either an unintended change in
behavior has been introduced, or a feature that was thought to be complete is not.
The team is generally not waiting for this stage to pass before continuing work on
other features, but will still make it a priority to resolve any problems that are found
during this stage.
Describe the purpose and value of the automated acceptance stage to determine
if the software has functionality that should be considered for release.

4.4.4. Manual Testing

The goal of progressing through the deployment pipeline is to gain confidence that
the software is a viable production candidate. In many systems, some form of
manual or exploratory testing will be required before that level of confidence can
be reached. Even if the rest of the deployment pipeline is completely automated, a
manual testing stage can be acceptable. It is important that it happen late enough

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 in the deployment pipeline that team members are not wasting their time testing
software that will ultimately be rejected as a viable production candidate through
automated checks.
Explain that manual testing is a valid stage in the deployment pipeline and to
discuss when to perform it.

4.4.5. Non-functional Testing

Load testing, stress testing, performance testing, and security testing are all
examples of non-functional testing. Almost all software will require one or more of
these types of testing to be considered for production deployment. Many of these
tests can and should be automated. In some cases, these types of tests will not be
able to automatically determine whether the software should continue in the
deployment pipeline, but rather will simply provide data to team members who will
have to make a judgment call.
Describe the types of non-functional test stages that might be part of a
deployment pipeline and discuss how subjective decisions can be handled. It
should also discuss techniques for automating the data gathering as well as the
decision-making for non-functional requirements. Describe the types of non-
functional test stages that might be part of a deployment pipeline and discuss
how subjective decisions can be handled. It should also discuss techniques for
automating the data gathering as well as the decision-making for non-functional
requirements.

4.4.6. Rolling Back a Release

One of the easiest ways to boost confidence in your ability to deploy software
quickly is to have a fallback position; a way to get back to a prior release that is
known to work. If a process is in place to back out changes, then the risks
associated with finding a problem with or after a deploy is greatly mitigated. Back
out strategies include A/B or Blue/Green releases, being able to redeploy an older
version, or even keeping the old deploy directory around.
Explain the benefits of having an explicit rollback process to un-deploy software if
needed. Other options for dealing with a failed deploy (e.g., fixing and deploying an
even newer version) should also be discussed.

4.4.7. Pushing to Production

The deployment to production is ideally handled the same as a deployment to any
other environment. However, there are often additional outside influences that
must be considered in production. Time of day, length of outage and impact to
transactions already in flight are some of the concerns that may not be addressed
in other environments even is the deployment mechanism and automation is the
same.
Explain the impact of deploying to live environments with live users. It should
include a discussion of different concerns and techniques and how different
solutions can be integrated into the automation to reduce production impact and
risk.

4.4.8. Deployment Orchestration

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 Even simple software projects often involve dependencies between systems.
Orchestration is the term given to coordinating the different dependencies, whether
the pieces have to be deployed in a certain order, or information from one system
is needed in order to deploy the other one, or just that information that is needed
for the deploy but not known until after the deploy is underway. It could even be
that deploying one system will affect but cannot be allowed to disrupt other
systems.
Explain methods for orchestrating deployments and when orchestration might be
needed.

5. OPERATIONS

5.1. MANAGING INFRASTRUCTURE

5.1.1. Virtualization
With virtualization, a computer system is simulated so that multiple virtual
systems can be run on one physical system. Virtualization services usually provide
mechanisms for running multiple operating systems, taking and restoring point-in-
time snapshots and dynamically reconfiguring system resources such as memory
or hard disks. But perhaps the most important feature of virtualization for DevOps
is the ability to dynamically provision a virtual system in an automated fashion,
which would be impossible, or at least cost-prohibitive, to do with physical
systems.
Explain the capabilities and benefits of virtualization for continuous delivery
processes and DevOps.

5.1.2. Cloud Computing

Cloud computing usually refers to a group of virtual resources that are pooled
together to allow sharing. Clouds can be public, such as Amazon Web Services, or
private in which the resources are only shared within an organization. Entire virtual
systems can be cloud enabled, as can individual applications (e.g., Salesforce) or
services (e.g., cloud databases or queues).
Explain the advantages and disadvantages of cloud computing, and to explain how
they apply to continuous delivery and DevOps.

5.1.3. Containers
Lightweight container technologies are growing in popularity for enabling DevOps
processes. They are generally smaller and faster than their virtual machine
counterparts, better enabling rapid feedback cycles and allowing for better
standardization across development, test and deployment environments.
Describe the concept of containers and discuss how they differ from virtual
machines.

5.1.4. Infrastructure as Code

Using automation to instantiate individual systems using virtual machines or
containers is only one part of dynamic provisioning. Networking, storage, and user

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 management are also among the activities that must be considered when creating
dynamic environments, and they are often hard to define in terms of a single
system.
Explain how the concept of infrastructure as code extends beyond individual
systems, and how automation can be used to manage and provision
infrastructure.

5.1.5. Scaling
Scaling systems includes adding systems in clusters to increase throughput and
performance, as well as being able to handle periodic spikes in load. It can include
separating concerns logically, such as offloading a database server to a separate
system. Your automated DevOps pipeline needs to be able to work across various
scaling architectures to deploy your software into the various environments. As
those environments are expanded and scaled up, the automation needs to be able
to support that.
Explain how different scaling architectures may impact the automation and
deployment pipeline. This includes discussing how to make flexible choices early
to allow for future scaling needs.

5.1.6. Monitoring
Feedback is critical throughout the deployment pipeline, but it can’t stop there.
Even once the software is deployed to production, it must be monitored and
feedback presented to the team so that everyone can determine the health and
status of the software in a given environment at any time. System health must be
monitored (e.g., is the system alive, how much hard drive space is available) as
well as application health (e.g., is the application running, are users using it, is a
particular feature generating errors). Proper monitoring and dashboarding the
results are important for both proactive and reactive planning and decisions.
Explain the role of monitoring in different environments and the types of tools and
techniques that can be used.

5.1.7. Continuity Planning

One of the most important and most difficult parts of operations is handling the
situation when things go wrong. Hardware can fail, networks go down, external
vendors can go offline, Mother Nature can take a data center out of service.
Planning for expected and even unexpected outages and interruptions can make a
significant difference in the team’s ability to deal with adversity. Continuity
planning includes both disaster recovery and being able to gracefully handle
expected events such as switch overs, data center changes and software and
hardware upgrades.
Explain the importance of continuity planning and disaster recovery planning and
introduce the concept of using your DevOps automated delivery pipeline to
support automated the continuity process.

5.2. MANAGING DATABASES

5.2.1. Test Data

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 To run meaningful tests involving a data, some sort of test data is usually
necessary. Good tests are fast, independent of order and other tests failing or
succeeding and can be run multiple times with repeatable results. Different types
of tests may, in fact, need different sets of data. There are several good techniques
for achieving each of these requirements.
Explain techniques for dealing with database tests and test data.

5.2.2. Managing Change

While application code can usually be completely replaced during each deploy,
application data most likely cannot. It must be preserved from release to release,
and often modified or restructured. Data modifications and migrations can and
should be automated, tested, versioned, and deployed just like code changes. And
just like code changes, those data changes must allow for backing out if
something goes wrong.
Explain techniques for making changes to data while minimizing risk and the
benefits of automating data changes through scripts.

5.2.3. Reverting Data Changes

Undoing changes to data and/or to a database can be particularly risky. Often the
changes cannot simply be removed. User data may have been added to the system
between an update and a desired rollback. Other data, other database tables and
even other applications can be dependent on the new data that you want to undo.
There are a range of approaches for handling data and database changes to allow
for reverting changes.
Explain approaches for reverting data changes with minimal disruption.


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IMPLEMENTING DEVOPS (ICP-IDO)

LEARNING OBJECTIVES
1. PLANNING THE PIPELINE

1.1. DEFINING THE OBJECTIVES (THE "WHY" BEHIND IMPLEMENTING DEVOPS)

1.1.1. The Value Stream
DevOps must encompass the entire value stream.
Illustrate the complete value stream, from the greenfield or brownfield request to
the day-to-day support of the production application and its users. Identify non-
value add activities and excessive bureaucracy that can be reduced or eliminated
with value stream mapping. Also recognize that the DevOps pipeline is only part of
the value stream, and that the whole value stream must be understood and
optimized.

1.1.2. Dangers of Over-Controlling Change

Make it easy and fast to get value into the hands of the user.
List the dangers of unnecessary constraints around change and deployment.
Discuss the advantages of practices such as peer review of changes over change
control boards, and pair programming over traditional code reviews.

1.1.3. Shared Responsibility

Reduce outages and enable faster recovery from any outages.
Explain the importance of shared development and operations ownership as
foundational to implementing DevOps. Explore good practices for sharing that
responsibility and reducing the separation of duties.

1.2. CONTINUOUS INTEGRATION (CI) AS A PREREQUISITE TO DEVOPS

1.2.1. Developers Have Full Control Over Their Environments
Remove unnecessary barriers to developers doing their job.
Review the importance of developers having full control over their environments,
and the dangers of imposing bureaucratic processes for gaining access to tools,
services and permission to deploy. Discuss how automated self-service access to
services, tools and deployments supports this.

1.2.2. Same Tools in Pre-Production and Production

Reduce the risks related to promoting to production.
Illustrate the danger of having differences in tooling and configuration between
pre-production and production environments. Show how this naturally leads to

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 expanding the definition of done to running in production environments, or as
close to production as possible.

1.2.3. Automated Build Systems

Make the build process repeatable and reliable.
Discuss the capabilities of build tools, including running tests, and show how this
can increase confidence in the system being built.

1.2.4. Continuous Integration

Verify and validate the system continually.
Show how regular builds can result in faster development and more reliable
systems.

1.2.5. Stop the Line

Don't live with a broken build.
Show how not fixing a failing continuous integration job leads to more operational
issues. Identify the culture and practices that are needed to avoid this.

1.3. DESIGN AND ARCHITECT APPLICATIONS FOR DEVOPS

1.3.1. Enterprise and Software Architecture
Know the big picture.
Show how enterprise and domain architecture places constraints on the pipeline.
Describe how the solution and software architecture determines what is possible
regarding both automation and deployment. Describe some architectural patterns
such as monolithic applications, client-server and microservices, and how they can
support and/or constrain DevOps implementation.

1.3.2. Qualitative Requirements

Identify which non-functional assessments need to be incorporated in the pipeline.
Review how software architecture supports achieving the non-functional
requirements, and identify how these will be verified, whether manually or with
automation. Determine what technology is required to support this verification
(e.g., what environments and databases are needed).

1.3.3. Security
Design for security from day one.
Explain how security needs to be designed in at the beginning, rather than tested
at the end. Plan how this will be verified in the pipeline.

1.4. IDENTIFYING THE STAGES OF THE PIPELINE

1.4.1. Co-Create with Development and Operations
Both Development and Operations are responsible for the flow, and both sets of
concerns must be addressed.

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 Explain the importance of equal involvement of both Development and Operations
in the design of the pipeline, and that both groups' concerns carry equal weight.
Explore how to ensure that both groups have equal say, and how to encourage
cooperation and address conflicting requirements.

1.4.2. Structuring and Scheduling Tests

Automated testing fosters trust in the pipeline.
Categorize the different types of tests that can be performed, and identify which
can be automated and which will be manual.

1.4.3. Document the Pipeline

The system must undergo various assessments before being allowed to be
deployed.
Produce the design for, and order the different stages of, assessment that the
system being built will need to go through in order to build sufficient confidence to
allow it to be deployed to production. Identify which steps are manual and which
are automated, concurrent steps and manual triggers.

2. BUILDING THE PIPELINE

2.1. PROVISIONING ENVIRONMENTS

2.1.1. Provisioning Environments
Environments should be managed as one of many, not individually crafted.
Discuss how manually configuring environments results in unreliable systems and
an inability to scale. Show that a hands-off approach is needed to achieve
reliability and scalability.

2.1.2. Infrastructure as Code

Automated provisioning and configuration enables a self-service model.
Review the capabilities of provisioning and configuration tools, and show how this
supports a self-service model for Development.

2.2. DEPLOYING SYSTEMS

2.2.1. Automated Deployment
Deployments should be repeatable, reliable and easy to troubleshoot.
Identify how automated deployments are integral to building confidence in the
deployment pipeline. Illustrate how manual deployments remove the ability to
deploy frequently.

2.2.2. Release Patterns

Teams should have a strategy for releasing as well as for rolling forward or back.

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 Review various patterns for releasing systems, such as blue-green deployment,
discussing the benefits and challenges of each. Explain the impact of each on the
database, including schema migrations and transactions in-flight.

2.2.3. Orchestration
Managing the complete workflow, not just the individual parts.
Show how coordinating and automating the overall process is just as important as
automating the individual steps. Describe how exception conditions, including
rollbacks, can and should be included in the process.

2.3. THE PIPELINE AS CODE

2.3.1. Code the Pipeline
Store the pipeline in the project's repository.
Develop the pipeline as code, and explain why it should be committed to the
project's repository.

2.3.2. Feed the Machine

The pipeline should run after every commit.
Combine the pipeline with CI, and demonstrate how practices such as stop-the-line
support achieving the goals of the pipeline.

3. MONITORING THE PIPELINE

3.1. CYCLE TIME

3.1.1. Measure Cycle Time
An understanding of cycle time and how to measure it is key to identifying waste.
Explain how they are normalized in an organization. Explain the difference between
cycle time and lead time. Explain the concepts of Value-Added, Value-Enabling and
Non-Value Added activities, as well as the concept of 'Inventory.' List the 7 deadly
wastes and show how they are normalized in an organization.

3.1.2. Theory of Constraints

The Theory of Constraints is a valuable tool for identifying and eliminating
bottlenecks.
Explain the Theory of Constraints and the Five Steps to Exploiting a Constraint. Be
aware of the dangers of optimizing the whole. Show the use of Cycle Efficiency
and Cumulative Flow Diagrams to monitor the pipeline as well identify bottlenecks.
Learn how to drive the discussions on eliminating a bottleneck.

3.2. LOG MANAGEMENT

3.2.1. Log Types
Different log types and log levels are revelant to different phases of the pipeline.

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 Show the various log types and explain which log type and level are used for each
phase of the pipeline.

3.2.2. Organizing and Communicating Log Data

Organize log data in ways that facilitate insights and communication.
Explain the options for collecting, indexing and displaying log data. Show which
tools can be used to facilitate these activities.

3.2.3. Dealing with Sensitive Information and PII

Attention must be paid and special strategies applied when logging sensitive and
Personally Identifiable Information (PII).
Explain the legal and security issues with logging sensitive and PII. Show the
strategies available for protecting this data, such as encryption or redaction.
Address the compliance and auditing issues and practices.

3.3. TELEMETRY
3.3.1. Types of Telemetry
Different types of telemetry and instrumentation apply to different phases of the
pipeline.
Show what types of telemetry are available for each phase of the pipeline as well
as how to implement them. Show how to integrate telemetry with logging.

3.3.2. Self-Service Telemetry

Allow developers and operations personnel to create their own telemetry.
Explain the advantages of allowing developers and operations personnel to
instrument their code and processes, and have self-service access to telemetry.
Show how to create production metrics as part of daily work.

3.3.3. Diagnostics with Telemetry

Use telemetry output to diagnose problems and improve the pipeline.
Show how to detect abnormalities and diagnose the underlying cause using
telemetry output. Show how to set control bands and threshholds to avoid false
positives.

3.3.4. Security Monitoring

Monitor the pipeline for security abnormalities.
Show the basics on monitoring each phase of the pipeline for security
abnormalities. Explain and detect the types of security abnormalities to monitor.

3.4. PRODUCTION SUPPORT

3.4.1. Shared Responsibility
Development and Operations share responsibility for production support.

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 Show the importance of shared development and operations as foundational to
implementing DevOps. Explore best practices for sharing that responsibility.

3.4.2. Release Patterns

Multiple release patterns exist and can be used towards the goal of achieving zero-
downtime deployments.
Introduce the different release patterns (e.g., environment-based release patterns,
application-based release patterns, Canary Release Pattern, Immune System
Release Pattern). Discuss methods to decouple deployments from releases and
the role of dark launches. Distinguish the pros and cons of different release
patterns. Learn how to implement the various release patterns, how to address
database changes, and how automated testing makes fixing forward safe.

3.4.3. Scaling and Virtualization

It is important to consider scaling and virtualization in context of deployment and
production support.
Explain the deployment process for various forms of virtualization, including
dynamic infrastructure. Benefits of SOA and containerization for supporting
scaling and virtualization. Monitoring environmental demands. Explore the pros
and cons of the different approaches to provisioning. Monitoring environmental
demands. Exploiting scaling and virtualization to adapt to operational demands.

3.4.4. Managing Data

Managing data and databases in a DevOps environment brings unique challenges.
Show the challenges of managing relational, free-form and hybrid Big Data in a
DevOps environment. Strategies for optimizing databases for DevOps, such as
creating micro-databases that support a single service, feature flags and feature
routers. Addressing security and privacy challenges.

3.5. HEARING THE VOICE OF THE CUSTOMER

3.5.1. Gathering Customer Data
Gathering relevant customer data is essential to continuous improvement.
Show various proactive and reactive methods for gathering customer data as well
as their pros and cons. Explain the importance of engaging the customer early and
continuously.

3.5.2. Analyzing and Communicating the Voice of the Customer

Techniques for understanding and communicating the Voice of the Customer.
Show some techniques for analyzing and communicating customer data, such as
Customer Journey, Kano Models, CTQ charts, POV MadLib and Empathy Mapping.
Know the pros and cons of each technique.

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4. MATURING THE PIPELINE

4.1. DEPLOYMENT ARCHITECTURES

4.1.1. Alternative Architectures
Use services and non-traditional systems to compose environments.
Describe how traditional architectures are often unable to provide the level of
confidence required for continuous deployment, and explain how alternatives (e.g.,
containers, microservices, cloud services) can address these concerns.

4.1.2. Evolutionary and Sacrificial Architecture

The current architecture is not the target, but a step on the journey.
Explain that the architecture will change and evolve throughout the life of any
system, and that there may come a point where it has to be sacrificed in favor of a
new and improved architecture. Describe how this may take many steps to
achieve, requiring a roadmap for bringing about this change over a long period of
time.

4.2. CONTINUOUS DEPLOYMENT

4.2.1. Revise the Pipeline
Ensure the pipeline is still relevant.
Review the pipeline in terms of the current goals, comparing its performance and
results with the desired outcomes. Revise it where there is a discrepancy.

4.2.2. Ensure Compliance

Satisfy legal, regulatory, audit and other compliance needs.
Identify stakeholders in the development and deployment process, and verify that
any changes to the pipeline comply with their requirements.

4.2.3. Confirm Governance

Improve the process as well as the product.
Analyze the pipeline, looking for stages that can be removed or have their impact
minimized without jeopardizing the confidence that the stakeholders have in the
process.

4.2.4. Engineer the Pipeline

Treat the pipeline as production code.
Develop processes to allow the pipeline to be modified, upgraded and maintained
without disrupting delivery. Explain why this requires that changes to the pipeline
be tested, consistency be maintained across projects and changes be traceable.

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