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  1. DZone
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  4. What Is Platform Engineering?

What Is Platform Engineering?

Explore platform engineering and its fundamental principles, multifaceted functions, and pivotal role in revolutionizing streamlined development processes.

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Josephine Eskaline Joyce user avatar
Josephine Eskaline Joyce
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Norton Stanley S A user avatar
Norton Stanley S A
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Pradeep Gopalgowda user avatar
Pradeep Gopalgowda
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Feb. 06, 24 · Analysis
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Platform engineering is the creation and management of foundational infrastructure and automated processes, incorporating principles like abstraction, automation, and self-service, to empower development teams, optimize resource utilization, ensure security, and foster collaboration for efficient and scalable software development.

In today's fast-paced world of software development, the evolution of "platform engineering" stands as a transformative force, reshaping the landscape of software creation and management. This comprehensive exploration aims to demystify the intricate realm of platform engineering, shedding light on its fundamental principles, multifaceted functions, and its pivotal role in revolutionizing streamlined development processes across industries.

Key Concepts and Principles

Platform engineering encompasses several key concepts and principles that underpin the design and implementation of internal platforms. 

One fundamental concept is abstraction, which involves shielding developers from the complexities of underlying infrastructure through well-defined interfaces. Automation is another crucial principle, emphasizing the use of scripting and tools to streamline repetitive tasks, enhance efficiency, and maintain consistency in development processes. Self-service is pivotal, empowering development teams to independently provision and manage resources. Scalability ensures that platforms can efficiently adapt to varying workloads, while resilience focuses on the system's ability to recover from failures. Modularity encourages breaking down complex systems into independent components, fostering flexibility and reusability. Consistency promotes uniformity in deployment and configuration, aiding troubleshooting and stability. API-first design prioritizes the development of robust interfaces, and observability ensures real-time monitoring and traceability. Lastly, security by design emphasizes integrating security measures throughout the entire development lifecycle, reinforcing the importance of a proactive approach to cybersecurity. 

Together, these concepts and principles guide the creation of robust, scalable, and developer-friendly internal platforms, aligning with the evolving needs of modern software development.

Diving Into the Role of a Platform Engineering Team

The platform engineering team operates at the intersection of software development, operational efficiency, and infrastructure management. Their primary objective revolves around sculpting scalable and efficient internal platforms that empower developers. Leveraging automation, orchestration, and innovative tooling, these teams create standardized environments for application deployment and management, catalyzing productivity and performance.

Role of a Platform Engineering TeamImage source

Elaborating further on the team's responsibilities, it's essential to highlight their continuous efforts in optimizing resource utilization, ensuring security and compliance, and establishing robust monitoring and logging mechanisms. Their role extends beyond infrastructure provisioning, encompassing the facilitation of collaboration among development, operations, and security teams to achieve a cohesive and agile software development ecosystem.

Building Blocks of Internal Platforms

Central to platform engineering is the concept of an Internal Developer Platform (IDP) - a tailored environment equipped with an array of tools, services, and APIs. This environment streamlines the development lifecycle, offering self-service capabilities that enable developers to expedite the build, test, deployment, and monitoring of applications.

Internal platforms in the context of platform engineering encompass various components that work together to provide a unified and efficient environment for the development, deployment, and management of applications. The specific components may vary depending on the platform's design and purpose, but here are some common components:
  • Infrastructure as Code (IaC)
  • Containerization and orchestration
  • Service mesh
  • API Gateway
  • CI/CD pipelines
  • Monitoring and logging
  • Security components
  • Database and data storage
  • Configuration management
  • Workflow orchestration
  • Developer tools
  • Policy and governance

Benefits of Internal Platforms 

Internal platforms in platform engineering offer a plethora of benefits, transforming the software development landscape within organizations. 

  • These platforms streamline and accelerate the development process by providing self-service capabilities, enabling teams to independently provision resources and reducing dependencies on dedicated operations teams. Automation through CI/CD pipelines enhances efficiency and ensures consistent, error-free deployments. Internal platforms promote scalability, allowing organizations to adapt to changing workloads and demands. The modularity of these platforms facilitates code reusability, reducing development time and effort. By abstracting underlying infrastructure complexities, internal platforms empower developers to focus on building applications rather than managing infrastructure.
  • Collaboration is enhanced through centralized tools, fostering communication and knowledge sharing. 
  • Additionally, internal platforms contribute to improved system reliability, resilience, and observability, enabling organizations to deliver high-quality, secure software at a faster pace.
Overall, these benefits make internal platforms indispensable for organizations aiming to stay agile and competitive in the ever-evolving landscape of modern software development.

Challenges in Platform Engineering

Platform engineering, while offering numerous benefits, presents a set of challenges that organizations must navigate. 

  • Scalability issues can arise as the demand for resources fluctuates, requiring careful design and management to ensure platforms can efficiently scale. 
  • Maintaining a balance between modularity and interdependence poses a challenge, as breaking down systems into smaller components can lead to complexity and potential integration challenges. 
  • Compatibility concerns may emerge when integrating diverse technologies, requiring meticulous planning to ensure seamless interactions. 
  • Cultural shifts within organizations may be necessary to align teams with the principles of platform engineering, and skill gaps may arise, necessitating training initiatives. 

Additionally, achieving consistency across distributed components and services can be challenging, impacting the reliability and predictability of the platform. Balancing security measures without hindering development speed is an ongoing challenge, and addressing these challenges demands a holistic and strategic approach to platform engineering that considers technical, organizational, and cultural aspects.

Implementation Strategies in Platform Engineering

Following are the top five implementation strategies:

  • Start small and scale gradually: Begin with a focused and manageable scope, such as a pilot project or a specific team. This allows for the identification and resolution of any initial challenges in a controlled environment. Once the initial implementation proves successful, gradually scale the platform across the organization.
  • Invest in training and skill development: Provide comprehensive training programs to ensure that development and operations teams are well-versed in the tools, processes, and concepts associated with platform engineering. Investing in skill development ensures that teams can effectively utilize the platform and maximize its benefits.
  • Automate key processes with CI/CD: Implement Continuous Integration (CI) and Continuous Deployment (CD) pipelines to automate crucial aspects of the development lifecycle, including code building, testing, and deployment. Automation accelerates development cycles, reduces errors, and enhances overall efficiency.
  • Cultivate DevOps practices: Embrace DevOps practices that foster collaboration and communication between development and operations teams. promotes shared responsibility, collaboration, and a holistic approach to software development, aligning with the principles of platform engineering.
  • Iterative improvements based on feedback: Establish a feedback loop to gather insights and feedback from users and stakeholders. Regularly review performance metrics, user experiences, and any challenges faced during the implementation. Use this feedback to iteratively improve the platform, addressing issues and continuously enhancing its capabilities.

These top five strategies emphasize a phased and iterative approach, coupled with a strong focus on skill development, automation, and collaborative practices. Starting small, investing in training, and embracing a DevOps culture contribute to the successful implementation and ongoing optimization of platform engineering practices within an organization.

Platform Engineering Tools

Various tools aid platform engineering teams in building, maintaining, and optimizing platforms. Examples include: 

  • Backstage: Developed by Spotify, it offers a unified interface for accessing essential tools and services.
  • Kratix: An open-source tool designed for infrastructure management and streamlining development processes
  • Crossplane: An open-source tool automating infrastructure via declarative APIs, supporting tailored platform solutions
  • Humanitec: A comprehensive platform engineering tool facilitating easy platform building, deployment, and management
  • Port: A platform enabling the building of developer platforms with a rich software catalog and role-based access control

Case Studies of Platform Engineering

Spotify

Spotify is known for its adoption of a platform model to empower development teams. They use a platform called "Backstage," which acts as an internal developer portal. Backstage provides a centralized location for engineers to discover, share, and reuse services, tools, and documentation. It streamlines development processes, encourages collaboration, and improves visibility into the technology stack.

Netflix

Netflix is a pioneer in adopting a microservices architecture and has developed an internal platform called the Netflix Internal Platform Engineering (NIPE). The platform enables rapid application deployment, facilitates service discovery, and incorporates fault tolerance.

Uber

Uber has implemented an internal platform called "Michelangelo" to streamline machine learning (ML) workflows. Michelangelo provides tools and infrastructure to support end-to-end ML development, from data processing to model deployment.

Salesforce

Salesforce has developed an internal platform known as "Salesforce Lightning Platform." This platform enables the creation of custom applications and integrates with the Salesforce ecosystem. It emphasizes low-code development, allowing users to build applications with minimal coding, accelerating the development process, and empowering a broader range of users.

Distinguishing Platform Engineering From SRE

While both platform engineering and Site Reliability Engineering (SRE) share goals of ensuring system reliability and scalability, they diverge in focus and approach. Platform engineering centers on crafting foundational infrastructure and tools for development, emphasizing the establishment of internal platforms that empower developers. In contrast, SRE focuses on operational excellence, managing system reliability, incident response, and ensuring the overall reliability, availability, and performance of production systems. Further Reading: Top 10 Open Source Projects for SREs and DevOps Engineers.

ACTORS

Platform Engineering

SRE

Scope

Focused on creating a development-friendly platform and environment.

Focused on reliability and performance of applications and services in production.

Responsibilities

Platform Engineers design and maintain internal platforms, emphasizing tools and services for development teams.

SREs focus on operational aspects, automating tasks, and ensuring the resilience and reliability of production systems.

Abstraction Level

Platform Engineering abstracts infrastructure complexities for developers, providing a high-level platform.

SRE deals with lower-level infrastructure details, ensuring the reliability of the production environment.


DevOps vs Platform Engineering

DevOps and platform engineering are distinct methodologies addressing different aspects of software development. DevOps focuses on collaboration and automation across the entire software delivery lifecycle, while platform engineering concentrates on providing a unified and standardized platform for developers. The table below outlines the differences between DevOps and platform engineering. 

Factors

DevOps

Platform Engineering

Objective

Streamline development and operations

Provide a unified and standardized platform for developers

Principles

Collaboration, Automation, CI, CD

Enable collaboration, Platform as a Product, Abstraction, Standardization, Automation

Scope

Extends to the entire software delivery lifecycle

Foster collaboration between dev and ops teams, providing a consistent environment for the entire lifecycle

Tools

Uses a wide range of tools at different stages in the lifecycle

Integrates a diverse set of tools into the platform

Benefits

Faster development & deployment cycles, higher collaboration

Efficient and streamlined development environment, improved productivity, and flexibility for developers


Future Trends in Platform Engineering

  • Multi-cloud and hybrid platforms: Platform engineering is expected to focus on providing solutions that seamlessly integrate and manage applications across different cloud providers and on-premises environments.
  • Edge computing platforms: Platforms will need to address challenges related to latency, connectivity, and management of applications deployed closer to end-users.
  • AI-driven automation: The integration of artificial intelligence (AI) and machine learning (ML) into platform engineering is expected to increase. AI-driven automation can optimize resource allocation, improve predictive analytics for performance monitoring, and enhance security measures within platforms.
  • Serverless architectures: Serverless computing is anticipated to become more prevalent, leading to platform engineering solutions that support serverless architectures. This trend focuses on abstracting server management, allowing developers to focus solely on writing code.
  • Observability and AIOps: Observability, including monitoring, tracing, and logging, will continue to be a key focus. AIOps (Artificial Intelligence for IT Operations) will likely play a role in automating responses to incidents and predicting potential issues within platforms.
  • Low-code/no-code platforms: The rise of low-code/no-code platforms is likely to influence platform engineering, enabling a broader range of users to participate in application development with minimal coding. Platform engineering will need to support and integrate with these development approaches.
  • Quantum computing integration: As quantum computing progresses, platform engineering may need to adapt to support the unique challenges and opportunities presented by quantum applications and algorithms.
  • Zero Trust Security: Zero Trust Security models are becoming increasingly important. Future platform engineering will likely focus on implementing and enhancing security measures at every level, considering the principles of zero trust in infrastructure and application security.

Site reliability engineering Continuous Integration/Deployment DevOps Infrastructure as code

Opinions expressed by DZone contributors are their own.

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