Note: the following article is in the context of the Ruby community and makes many Ruby-specific references, but the principles discussed are generally language-agnostic.

Intro

By now the benefits provided by macro-architecture in the context of web applications and web services via frameworks like Rails are well-understood and do not need to be re-explained. Changes in Rails and the introduction of ActiveResource have also contributed to the current acceptance of REST’ful principles as being beneficial in web apps.

However, one area that has been gaining more support in the community but has not been directly examined is that of micro-architectures. For the sake of this article I am defining a micro-architecture as a REST’ful web applications or service that is composed of several self-contained services communicated with over HTTP. Herein the general benefits of micro-architectures, as well as when and how to effectively move to them, well be discussed.

Test-driving the public interface

As with most software, begin TDD-style with tests first. I recommend outside-in style development, with heavy emphasis on the “outside” and little on the “in”. In other words, favor integration tests over unit tests. For example, in typical software development your goal might be the algorithmic transformation of some data set. In this case you would start out with some example base cases of how your library works, and implement them in the red-green-refactor cycle. If the implementation starts becoming too complicated then introduce some unit tests to help you manage complexity. However, remember that the purpose of the api is just to get the integration tests to pass, and any extra unit tests just make refactoring more difficult. Thus, unit tests (and even more extremely, mocking) are only a result of necessity due to complexity or test-suite run time savings.

The analogy in the web app/service world to our algorithmic transform library then would be to use integration tests at the highest level possible, namely through the http api. For a web application (something consumed by a human in a browser) use webrat so that you can exercise the same navigation and data-submission structure that users do in the browser in html. For testing web services (consumed programmatically as apis, mostly simple xml or json serialization formats), I recommend testing with rack-test.

One common and valid argument against micro-architectures is that they are a bit complicated to setup automated tests for, although I think this is beginning to change. Either way both webrat and rack-test can be used to test rack-based applications in-memory. It is advised to start this way to avoid setup pains.

Once you have your tests passing you can easily convert them to shoot real http requests at servers rather than in-memory rack-object interface testing. You have many options here for webrat, including mechanize if you want to go headless and selenium if you want to spawn up a real browser. I recommend going headless, at least during development so you don’t slow down your feedback loop. If you are using rack-test then something to look out for is rack-client. Although the library isn’t mature yet, it offers a single line of code change to go from in-memory rack-test to http-based rack-test. Since webrat has a rack-test adapter, it could also be used with rack-client instead of mechanize. First get your in-memory tests passing, then write up some rackup .ru files to manually spawn servers with, and then convert the tests to http with the methods described above. After that is done, you can automate the spawning servers with your testing framework’s equivalent of RSpec before(:all) and after(:all).

Development guidelines

I will assume that we are building some single web app or service to be hosted at some top-level domain (e.g. facebook, google, etc). As such, the customer will be facing an api that from the outside looks like a macro-architecture, where many things are possible in a somewhat complicated service. The opposite would be many Amazon AWS-style mini services like S3, SimpleDB, EC2, etc, but these kind of public micro-services are not too common.

So, once again we start building our public macro-service. Because such services have growth and complexity in mind, it’s a good idea to use a larger framework like Rails or Merb with enough conventions and organization to handle that complexity. It is easier to develop an entire macro-service with a macro-architecture, putting all of your controllers, models, views, etc in the same codebase to makeup your resources. In contrast separating code out into isolated internal micro-services takes some work, in the same way that organizing a pile of legos into piles of common color is harder than throwing everything into a single pile.

Additionally, while setting up http-level integration testing by forking a process in before(:all) and killing it in after(:all) is manageable, doing the same with several internal services consumed by one main one is a bit more complicated to setup. Nonetheless, it is still advisable to manually do this until some nice library pops up that can handle expressing these connections and spawning/tearing down servers from them elegantly.

You should design your macro-architecture in a way that makes separating out micro-services easy. In other words, think about how whatever part of your app that you are building could be backed by some service that stands on its own (e.g. a blog post comments controller could be backed by a generic annotation service that accepts a uri to some resource, as well as annotation text and author information). Get your tests passing this way against your integration-level macro-service api. Note that you don’t have to test the micro-service api, that is the fun part of refactoring (but if necessary due to complexity, be sure to add tests… use the same discretion between integration, unit, and mock tests as used in the simple algorithmic transform example above).

The reason why you should think about the internal-service that could comprise your macro-service is to avoid sharing code between this part and the rest of the application. If you haven’t noticed already this article is really about taking classic established software principles and applying to the world of web apps. In this case we want high cohesion and loose coupling between code in various parts of our public macro-service api. This is a good practice in general, and as long as you maintain it in a slightly stricter fashion than normal then it will make extracting a micro-service possible. Also when I avoid code sharing, that doesn’t prevent you from extracting common utility code into shared gems, just stay away from sharing business logic code that will eventually make refactoring a service out unbearable.

Being pragmatic

Note that I am not saying that you should always follow this practice of avoiding code reuse and thinking about how to make public-api resources independent for each part of your application. Software development is a constant rearrangement of where complexity resides, whether it be in a specific, isolated, and visible portion of code, or whether it lies in the complex relationships between too many abstractions. Therefore, as always use discretion as to what makes sense to keep in the internal macro-architecture of the public macro-service, and what should be split off into internal micro-services. What I am saying is that you should be aware of when you reuse code across resources and consciously make the decision to do so. Just try to think about whether or not a resource could easily explode in complexity (making the encapsulation of the complex service worth it), or whether it could easily become a performance bottleneck (making isolated performance monitoring worth it). Those two reasons, separating out complexity via encapsulation, and performance monitoring, are the big motivators for creating a micro-architecture.

In any case, if you’ve identified a resource that is a good candidate for becoming a micro-service, and has already been tested implicitly via the public macro-service api, then there is a convenient middle ground to take. Rack and its notion of middleware, in addition to bigger frameworks supporting it with things like Rails Metal, make this middle ground possible. I generally like using a class that inherits from Sinatra::Base as a micro-service, as the api does not contrain your resource design like bigger frameworks with more conventions do, and keeping the amount of files and directories to a minimum is possible. Sinatra provides just enough sugar to make building a Rack-middleware a pleasant experience (although the Rails 3.0 internals are shaping up to be flexible enough to be used in a very similar way, so watch for that as well). By creating your resource as a middleware service you more explicitly mark it as code to be isolated from the rest of the internal macro-architecture, but because of Rack you get the benefit of being able to test the entire public macro-service in one process. Doing this during the development phase of your application prevents you from being barred down by setting up the integration-testing infrastructure for running several rack-apps pulled out of the middleware stack but still consumed by the main application. In fact, if the separation is just for organization encapsulation purposes then feel free to deploy your monolithic app with the micro-services as middleware. However, if you have micro-services that were separated due to performance concerns that need to be monitored then be sure to pull them out and integration test them before your public deployment.

Common criticisms

The most common criticism that I have not addressed when it comes to using all these micro services is complexity introduced by latency issues when dealing with many http apis. To deal with this transparently and most elegantly, I recommend Ruby 1.9 + Neverblock. Other options include manual event handling with em-http-request, or explicit thread-based latency hiding with something like “need_later” futures in Dataflow.

Another common criticism is the complexity increased in an application because of all the new moving parts, which is indeed a problem and should be weighed against the two major motivations. Notably though, with the clear boundaries introduced via the separate applications, you can catch exceptions if one micro-service is not responding and handle error messages on the specific page that uses it. Compare this to a monolithic architecture, where partial system availability is much more difficult to design.

Final remarks

Please note that for simplicity I have been implying a ratio of one public api resource to one internal micro-service, but in reality a single micro service could be used in part by many public api resources, and a single public api resource could make use of several internal micro-services.

This concludes my summary of how to effectively manage and take advantage of an internal micro-service architecture. Micro-services are still in their young and “hip” stages compared to their macro counterparts, so expect best practices regarding them to evolve as we collectively gain experience. I think the general advice in this post is sane though, so hopefully it can serve as a reference to people not yet familiar with the topic. As always, comments/criticism welcome.

Benefits

For brevity I tried to not cover specific benefits of micro-architecture within the two major categories of encapsulation and performance monitoring isolation. Here is a list that I will update if anyone has more suggestions in the comments.

• library/gem dependency isolation
• choosing appropriately different servers for services (e.g. passenger vs thin)
• partial-site functioning when isolated services are down and error handling is in place
• full http reverse-proxy caching via ESI pulling in bits from disparate services

Here are the slides to the Clojure presentation I gave last week for the OrlandoJUG. Initially I was planning giving a comprehensive overview of the language, but the content ended up being long and mostly rehashed information already available online. Such a presentation would have also probably been too much to take in for one sitting.

Instead, I came up with an experimental tutorial-style format. The core of the presentation was explaining a gradually built Clojure library with TDD. The experimental part was that this presentation was captured in the Git revision control system. Every commit has a commit message that explains the “next slide” of the presentation. People can then view diffs between commits to quickly see what changed.

GitHub was used as the presentation medium. First you go to the library page, then click the commits tab, and finally click the “Older” link at the bottom to get to the first revision. For each revision you can click the title to see the commit message, and see a nice colored diff of the changes. For small commits the diff is enough and you can explain what happened right there. For larger changes it’s easier to click the filename in the diff to get the new file by itself, including syntax highlighting.

Because the “presentation” is on GitHub, people can view it when they get home again even if they don’t know how to use Git. However, one really powerful feature is exclusive to Git users. Once the repository has been downloaded, you are able to check out any particular revision. Because the library has passing tests at every commit (unless otherwise noted), you are able to create a branch and play with the code with the backing of tests.

Some other nice perks are that Git allows commit message and revision history editing. This allows you to write a “shitty first draft” quickly and not worry about getting the presentation-intended commit history perfect the first time around. Another cool thing is that presentations like this can be collaboratively improved through GitHub forks and merges.

The end result is a toy library accessible through a webservice, logging api hits in a separate thread, producing and consuming JSON, and integration tested through localhost over HTTP. Note that only the later commits have long messages with better explanations more suitable to a web audience. This is because I didn’t really know what I was on to at the beginning of the “Gitorial experiment”, and was planning on doing most of the explaining “on stage”.

This whole thing reminds me of the whole “unintended innovation” thing that keeps happening with Twitter (or even on GitHub itself with things like Reg’s Homoiconic blog). One could even imagine gradually built public Gitorials where the GitHub RSS feed is announced early for people to subscribe to. After that an Internet-full of people could “watch” the presentaiton unfold day by day in their feed reader.

Anyway, I talked to some people in the audience later and have only had positive feedback on the presentation format thus far. I loved it personally and plan to make more presentations in this style in the future.

As some of you know, when I’m not working I’m taking classes in Information Systems at UCF. One of the classes I took this semester was Web Systems II, which is essentially a server-side course that focuses on ASP.NET development.

One particular assignment was creating a “Category Code Manager”, which I had never heard of previously. I think the professor made the term up, but the concept is simple nonetheless. There are categories (ie: fruits) that each can have many codes (ie: apples, oranges). I think the purpose of the assignment was to get used to working with foreign keys, and building dynamic drop downs as a tool to display this sort of relationship. Another gotcha is that the categories can have parent categories.

The class had a participation grade that I must have overlooked… Needless to say that didn’t bode well for me, so I created this screencast as an introduction to Ruby on Rails (beginner level) using the new Rails 2.0 (final source code included.) I tried to follow best practices where possible (ie: TDD), and covered the topics of:

• Database agnosticism & environments
• Using rake to create databases, and to run
• Scaffold generator
• has_many & belongs_to relationships within ActiveRecord
• The interactive Rails console
• The new integration of the ruby debugger, and a drop of live metaprogramming
• Test Driven Development with Test::Unit
• Intro to REST’ful architecture within Rails

But, I left some things out to avoid making the screencast even longer, and avoid it being confusing for beginners. Just so you all know, some changes I would have made include:

• Create some helper methods for things like populating the select tags
• Use nested routing (I did this first, but renaming all the named routes, having to explain the routing, etc made this too complex for a beginner video)
• Use RSpec for testing (RSpec’s scaffold uses mocks and stubs, which are just a little too much to explain when already introducing all of Rails and testing)
• Use a REST’ful abstraction plugin (we developed an internal one at work, but unfortunately we haven’t been able to open source it yet… until then check out make_resourceful)
• Use the ObjectMother pattern for creating objects during tests

Enjoy the screencast!

Jimbo Wales, founder of Wikipedia, will be speaking tonight at 8 P.M. on C-SPAN. The topic is the “Future of the Internet“, and one of the more interesting things that will be discussed is Wikia’s new wiki-based search engine being worked on.

With my recent involvement in trying to promote BarCampOrlando, seeing this kind of content on T.V. and especially in politics is a very pleasant surprise. I came across this flipping through channels and landing on C-SPAN right as the text blurb about Jimbo flashed by. They were talking about the Baghdad Embassy Contruction and mentioned a word that sounded very close to BarCamp… so I was REALLY excited for a second there =p I also recently sent out a personal email to Jimbo asking him for any involvement whatsoever in BarCampOrlando, since he lives in St. Pete, Florida and was quoted in the local Orlando Sentinel complaining about the lack of BarCamps and unconferences in the area.

BarCampOrlando is an opportunity for the Central Florida tech crowd to finally come together.

At BarCamp people from diverse groups, comprising of developers, designers, bloggers, and people that just plain love the web, can get together to share information, talk, and have a good time. It’s events like this that spur discussion to shape the future of the net, which makes BarCamp one of the most exciting conferences to attend. Best of all, it’s free and open discussion is encouraged, if not required!

My first BarCamp was in Jacksonville, and that’s where realized how serious blogging is thanks to presentations by Josh Hallet and Joey Marchy. I want to reiterate that this is just as much about ideas and discussion than presentations on specific technologies.

We have tons of great local user groups here in Orlando, for Ruby, Java, .NET, PHP, Adobe, Linux, Ubuntu, Creatives, and probably some things I’m forgetting. Additionally, the similar Refresh06 conference was a blast. I think we have an extraordinary opportunity to create an amazing event, so show your support by blogging about it and putting badges on your sites! Without blogging and your help, events like this don’t happen.

I’ll end this with a video explaining BarCamp and its history… see you there!