Why Reliability and Operations matter for Platform Engineers
Reliability and Operations is where your platform proves itself in real conditions. As a Platform Engineer, you design for resilience, set service goals (SLOs), run on-call, manage changes safely, and solve incidents fast. Mastering this unlocks trusted releases, stable infrastructure, and calm operations even during spikes and failures.
- You make reliability measurable (SLIs/SLOs, error budgets).
- You keep systems ready: capacity planned, tested under load, backed up, and recoverable.
- You reduce risk: safe change rollout, quick rollback, clear runbooks, strong incident response.
Who this is for
- Platform Engineers building and operating shared services and infrastructure.
- Backend Engineers moving toward SRE/Platform responsibilities.
- Team leads who need predictable releases and stable production.
Prerequisites
- Comfortable with Linux basics (shell, processes, logs).
- Familiar with containers and orchestration (Docker, Kubernetes basics).
- Able to read YAML/JSON and write simple scripts (Bash or Python).
- Basic monitoring knowledge (metrics, logs, traces).
Learning path (practical roadmap)
Milestone 1 — Define reliability: SLIs, SLOs, error budgets
- Pick one service. Define its critical user journeys and SLIs (e.g., request latency < 300ms, availability).
- Set SLOs (e.g., 99.9% monthly) and compute error budget.
- Create alerting based on burn rate, not raw thresholds.
Milestone 2 — On-call and incident response
- Draft escalation paths and severities (SEV1–SEV3).
- Write an incident runbook and practice a 30-minute simulated outage.
- Adopt a lightweight post-incident review template.
Milestone 3 — Capacity planning
- Measure current load, peak factors, and growth rate.
- Forecast next 3–6 months and define headroom (e.g., maintain 30–50%).
- Create a scaling plan (HPA settings, instance counts, storage growth).
Milestone 4 — Performance and load testing
- Establish a baseline with a representative test (ramp-up, steady, spike).
- Track p95/p99 latency, error rate, and resource saturation.
- Find the knee of the curve and record safe throughput.
Milestone 5 — Chaos and resilience testing
- Start with small, contained failures (kill 1 pod, inject latency in staging).
- Verify failover paths, time-to-recover, and alerts.
- Document guardrails and abort conditions.
Milestone 6 — Backup and disaster recovery
- Define RPO/RTO for each data store.
- Automate backups and test restores regularly.
- Document the DR runbook and run a timed drill.
Milestone 7 — Change risk management and operational readiness
- Standardize rollout strategies (canary, blue/green, feature flags).
- Add preflight checks: health, dependencies, rollback plan.
- Ship a release using a checklist and capture learnings.
Worked examples
Example 1 — Prometheus SLO burn rate alert
Alert on fast and slow burn rates for a 99.9% availability SLO using request_error_ratio.
# Recording rule example (ratio of errors to total over 5m)
- record: job:http_error_ratio:5m
expr: sum(rate(http_requests_total{status=~"5.."}[5m]))
/ sum(rate(http_requests_total[5m]))
# Fast-burn alert (~14.4x budget burn)
- alert: HighErrorBudgetBurn
expr: job:http_error_ratio:5m > (1 - 0.999) * 14.4
for: 2m
labels:
severity: page
annotations:
summary: Fast burn rate threatens SLO
runbook: "Open incident, initiate rollback if recent change"
# Slow-burn alert (~6x budget burn)
- alert: ModerateErrorBudgetBurn
expr: avg_over_time(job:http_error_ratio:5m[1h]) > (1 - 0.999) * 6
for: 30m
labels:
severity: ticket
annotations:
summary: Slow burn rate requires attention
runbook: "Create task, investigate top offenders"Tip: Tie alerts to clear actions and escalation paths.
Example 2 — Kubernetes HPA + PDB to stay stable during updates
---
apiVersion: autoscaling/v2
kind: HorizontalPodAutoscaler
metadata:
name: api-hpa
spec:
scaleTargetRef:
apiVersion: apps/v1
kind: Deployment
name: api
minReplicas: 4
maxReplicas: 12
metrics:
- type: Resource
resource:
name: cpu
target:
type: Utilization
averageUtilization: 60
---
apiVersion: policy/v1
kind: PodDisruptionBudget
metadata:
name: api-pdb
spec:
minAvailable: 3
selector:
matchLabels:
app: apiWhy: HPA adds capacity during spikes; PDB protects quorum during maintenance or node churn.
Example 3 — k6 baseline load test
import http from 'k6/http';
import { sleep } from 'k6';
export const options = {
stages: [
{ duration: '2m', target: 50 }, // ramp-up
{ duration: '5m', target: 50 }, // steady
{ duration: '1m', target: 150 }, // spike
],
thresholds: {
http_req_duration: ['p(95)<300'],
http_req_failed: ['rate<0.01'],
},
};
export default function () {
const res = http.get('https://staging.example/api/health');
sleep(0.2);
}Record p95, p99, error rate, and resource saturation to find your safe throughput.
Example 4 — Backup and restore verification (PostgreSQL)
#!/usr/bin/env bash
set -euo pipefail
TS=$(date +%Y%m%d-%H%M%S)
BACKUP_DIR=/backups
DB_URL=${DB_URL:-postgres://app:secret@db:5432/app}
# 1) Create dump
pg_dump --format=custom --file="$BACKUP_DIR/app-$TS.dump" "$DB_URL"
# 2) Verify restore into a temp database
TMP_DB="verify_$TS"
psql "$DB_URL" -c "CREATE DATABASE \"$TMP_DB\";"
pg_restore --exit-on-error --dbname="${DB_URL/app/$TMP_DB}" "$BACKUP_DIR/app-$TS.dump"
# 3) Integrity check (example: count critical tables)
psql "${DB_URL/app/$TMP_DB}" -c "SELECT count(*) FROM users;"
# 4) Cleanup temp DB
psql "$DB_URL" -c "DROP DATABASE \"$TMP_DB\";"
echo "Backup verified: $BACKUP_DIR/app-$TS.dump"Automate and schedule this. A backup is only as good as your last successful restore test.
Example 5 — Incident flow and comms templates
Severity levels: SEV1 critical outage, SEV2 partial degradation, SEV3 minor impact.
# Incident roles
- Incident Commander (IC): decision maker, timekeeper
- Communications: status updates, stakeholder sync
- Ops/Tech lead: triage, mitigation
# First 10 minutes checklist
[ ] Declare severity and open an incident channel
[ ] Assign roles (IC, Comms, Tech lead)
[ ] State impact, scope, start time, suspected area
[ ] Mitigate user impact (rollback, feature flag, scale out)
[ ] Update status every 10–15 minutes
# Status update template
Impact: <what users see>
Scope: <regions/services>
Start time: <UTC>
Current action: <mitigation/diagnosis>
Next update: <UTC time>Drills and exercises
- [ ] Compute the monthly error budget (minutes) for SLOs 99.5%, 99.9%, and 99.99%.
- [ ] Write one burn-rate alert and one saturation alert that would page you.
- [ ] Run a 30-minute load test and record p95/p99, CPU, memory, and errors.
- [ ] Kill one replica in staging. Measure time to recover and confirm alerts fired.
- [ ] Execute a timed DB restore drill and record RTO/RPO achieved.
- [ ] Practice a 20-minute incident simulation with roles and a status update.
- [ ] Ship a canary deployment with a documented rollback plan.
Common mistakes and how to debug them
Mistake: Alert fatigue from noisy thresholds
Fix: Use SLO burn-rate alerts and add minimum durations (for:) to avoid flapping. Tie every page to a clear action.
Mistake: Unpracticed backups
Fix: Schedule restore verifications. Keep immutable copies and track restore timings against your RTO.
Mistake: Capacity based on averages
Fix: Plan for peaks and variability. Use p95 demand, add headroom, and account for failover (N+1 or zone loss).
Mistake: Big-bang releases
Fix: Prefer canary or blue/green. Automate health checks and rollback triggers.
Mistake: Unclear incident roles
Fix: Assign Incident Commander, Comms, and Tech lead at declaration. Timebox updates and log a timeline.
Mini project: Ship a reliable feature toggle rollout
Goal: Launch a new API feature behind a flag with safe rollout and the ability to rollback fast.
- Define SLIs/SLOs for the endpoint; create a fast- and slow-burn alert.
- Prepare capacity: set HPA and ensure PDB protects min availability.
- Run a k6 baseline; record safe throughput and latencies.
- Chaos drill: kill one pod during rollout in staging; verify recovery and alerts.
- Create a backup/restore test for the affected database.
- Plan the release: canary 5% → 25% → 50% → 100%, with abort thresholds and a rollback procedure.
- Write/attach the runbook and operational readiness checklist. Conduct a 15-minute go/no-go.
Operational readiness checklist (copy/paste)
- [ ] SLOs defined; alerts routed; dashboards ready
- [ ] Capacity headroom ≥ 30% and HPA configured
- [ ] Rollout strategy and rollback plan documented
- [ ] Backups verified in last 7 days
- [ ] Runbook with triage steps and owners
- [ ] Launch comms and status page templates ready
Subskills
- On Call Practices — Build healthy rotations, triage quickly, escalate well, and close the loop.
- Capacity Planning — Forecast usage, ensure headroom, and plan scale/failover.
- Performance And Load Testing Basics — Create tests, interpret p95/p99, and find safe limits.
- Chaos And Resilience Testing Basics — Run safe failure experiments to validate recovery paths.
- Backup And Disaster Recovery — Meet RPO/RTO with tested, automated restores.
- Handling Incidents And Outages — Lead response, communicate clearly, and produce learnings.
- Change Risk Management — Use canary/blue-green, feature flags, and rollback strategies.
- Runbooks And Operational Readiness — Document procedures and preflight checks for stable ops.
Practical projects
- Golden Signals Dashboard: Build service dashboards for latency, traffic, errors, saturation with SLO overlays.
- Resilience Game Day: Design a 60-minute scenario with 3 small failures and measurable recovery targets.
- Release Safety Kit: Templates for rollout plans, rollback plans, and change windows with approvals.
- DR Playbook: End-to-end restore from last backup to a clean environment within target RTO.
Next steps
Practice in a staging environment, then apply to one production service at a time. When you feel ready, take the skill exam below to validate your knowledge. Anyone can take the exam; only logged‑in users will have progress saved.