Microservices Migration: AI-Optimized Technical Reference
Executive Summary
Reality Check: Microservices migration takes 18-24 months minimum for non-trivial applications. Netflix took 7 years with unlimited budget and world-class engineers. Your e-commerce site with 50 concurrent users does not need Netflix's architecture.
Cost Impact: AWS bills typically increase from $2K to $15K monthly. Authentication becomes distributed nightmare. Debugging becomes exponentially harder with distributed traces.
Prerequisites (Non-Negotiable Requirements)
Infrastructure Requirements
Monitoring Stack (Critical - Setup Before Migration)
- Distributed Tracing: Jaeger 1.38+ (2-day setup for span correlation)
- Centralized Logging: ELK Stack 7.8+ or Grafana Loki
- Elasticsearch 7.8.0 memory issues: Requires 32GB+ for log ingestion spikes
- Error pattern: "CircuitBreakerService: [parent] Data too large"
- Metrics: Prometheus 2.40 + Grafana 9.3
- PromQL query complexity:
rate(http_requests_total[5m])
requires 6+ hours debugging time
- PromQL query complexity:
- APM Tools: Datadog or New Relic (expensive but functional out-of-box)
CI/CD Pipeline Requirements
- Individual build/test/deploy per microservice
- Jenkins 2.401.3 issues: OutOfMemoryError with 8 concurrent builds on 2GB RAM
- GitLab CI: 847-line YAML files, complex but manageable
- GitHub Actions: Simple but poor Docker layer caching
Team Skills (Requirements Not Suggestions)
- Docker networking troubleshooting at 3AM
- Kubernetes YAML debugging without panic attacks
- Eventual consistency understanding (theory insufficient)
- Service discovery failure experience
Financial Reality Check
Migration Costs:
- Timeline: 18-24 months (multiply estimates by 3x)
- Infrastructure: 40% AWS cost increase during parallel running
- Personnel: 3+ contractors typically required
- Opportunity cost: Core business feature development stops
Migration Process
Phase 1: Traffic Control Setup
Proxy Layer Selection
- NGINX: Complex configuration, 400-line files common
- Failure mode: "400 Bad Request" with zero useful logging
- AWS ALB: $22/month per load balancer, scales automatically
- Kong: Requires Lua expertise, plugin development challenging
First Service Selection Criteria
- DO START WITH: Read-only services (admin dashboards, reporting)
- DO NOT START WITH: Authentication (breaks login), Payments (revenue loss), Core business logic (user-visible failures)
Phase 2: Service Implementation
Database Per Service Pattern
- Critical: No shared databases between services
- Failure Case: PostgreSQL 13 deadlocks every 20 minutes
- Schema Coordination: Migration conflicts between Rails 6.1 and Spring Boot 2.7
API Versioning (Mandatory From Day One)
- Pattern: Use
/v1/users
not/users
- Failure Cost: 8-service deployment coordination without versioning
Phase 3: Traffic Migration
Gradual Rollout Schedule
- 5% traffic for 1 week (basic bugs: NullPointerException)
- 10% traffic for 1 week (load bugs: connection pool exhaustion)
- 25% traffic for 1 week (race conditions: ConcurrentModificationException)
- 50% traffic for 2 weeks (subtle bugs: timezone issues)
- 100% only after confidence in 3AM stability
Circuit Breaker Implementation
- Tools: resilience4j (Hystrix deprecated 2018)
- Critical Failure Mode: Returning false success status during fallback
Technology Stack Analysis
Container Orchestration
Tool | Learning Curve | Operational Complexity | When to Use |
---|---|---|---|
Kubernetes 1.28 | 3 months additional timeline | High - requires dedicated expertise | Teams with K8s experience |
Docker Swarm | 2 weeks | Low - but limited ecosystem | Small teams, simple requirements |
API Gateway Comparison
Tool | Cost | Complexity | Failure Modes |
---|---|---|---|
AWS API Gateway | $1,200/month moderate traffic | Low management | 2-second cold starts |
Kong | Free (OSS) | High - Lua required | Plugin development expertise scarce |
NGINX | Low | Medium-High | Configuration file complexity |
Database Selection
PostgreSQL 15 (Recommended Default)
- ACID transactions functional
- JSON support adequate
- Performance predictable with proper indexes
- DBA expertise widely available
MongoDB 6.0 (Avoid for Complex Queries)
- Document storage appealing in theory
- 47-line aggregation queries replace 3-line SQL
- Data loss during balancer migrations (3-hour user data loss experienced)
Message Queue Reality
Apache Kafka 3.3
- Use Case: Millions of events daily
- Operational Cost: Requires Java experts team
- Failure Mode: "ZooKeeper ensemble not ready" - 4-hour outages
RabbitMQ
- Use Case: 99% of message queue needs
- Operational Complexity: Manageable clustering
- Reliability: Consistent performance
Critical Failure Modes
Authentication Service Extraction
Impact: CEO-level visibility when login fails system-wide
Specific Failures:
- Special characters in email addresses: "invalid_request" errors
- Password reset service token validation failures
- Google OAuth "redirect_uri_mismatch" errors
- Debug time: 3 days across 4 services without correlation IDs
Data Consistency Issues
Distributed Transaction Reality: Saga pattern requires rollback logic for 6+ failure modes
War Story: Payment service circuit breaker returned false success during outage
- Revenue loss: $73,412 before Stripe dashboard verification
- Detection time: 6 hours (logs showed "success" status)
Service Communication Failures
JWT Validation Latency: 847ms added per request calling Auth0 userinfo endpoint
Service-to-Service Auth: "RSA signature verification failed" - unknown service key issues
Cross-Service Logout: Users remained logged in to 3/7 services
Decision Framework
When NOT to Migrate (Hard Stops)
- Working monolith with manageable team
- No 24/7 operations capability
- Team lacks production Docker experience
- Migration reason: "want modern technology" or "easier maintenance"
Service Extraction Criteria
Extract Only If:
- Third-party integrations (payment, email)
- Proven scaling bottlenecks
- Separate team ownership requirements
Keep as Monolith:
- Shared business logic
- Code that changes together
- Services called by everything
- Team size under 10 people
Over-Microservicing Red Flags
- Services under 500 lines of code
- Single-caller services
- Unable to explain separation necessity
- Team maintenance under 10 minutes monthly
Resource Requirements
Timeline Multipliers
- Small service (<10K lines): 3-6 months
- Medium service (50K lines): 6-12 months
- Large service: 2+ years
Team Skill Requirements
Must Have (Not Nice-to-Have):
- Production distributed systems debugging experience
- Kubernetes operational troubleshooting
- Circuit breaker pattern implementation experience
- Service discovery failure resolution
Operational Knowledge Gaps Cost:
- 22-month timeline instead of 4-month estimate
- 3 contractor additions mid-project
- Multiple production rollbacks
Success Metrics
Technical Success Indicators
- Sub-100ms service-to-service latency
- 99.9% circuit breaker functionality
- Zero authentication service failures
- Complete request tracing across services
Business Success Criteria
- No revenue-impacting authentication failures
- Deployment independence without coordination
- Team autonomy without cross-service debugging
- Infrastructure cost increase under 50%
Failure Warning Signs
- 3+ major rollbacks in first 6 months
- Service count exceeding team count by 3x
- Debug sessions requiring 4+ service log correlation
- Authentication issues requiring CEO escalation
This technical reference provides decision-making criteria, implementation patterns, and failure mode prevention for microservices migration based on operational experience rather than theoretical best practices.
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