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Microservices and the UNIX Philosophy: Similarities and Differences

Microservices and the UNIX Philosophy: Similarities and Differences
Hostman Team
Technical writer
Microservices
17.02.2025
Reading time: 23 min

Microservices are a relatively new concept in software architecture. This approach focuses on breaking down complex monolithic applications into small, isolated modules. Each of these modules, or microservices, performs only one specific task.

Interestingly, UNIX developers began applying similar principles when creating their operating system long ago. One of these principles states: "A program should do one thing and do it well." This principle suggests that a program should be limited to the required set of functions and do nothing more, while performing its task flawlessly. This closely resembles the concept of a microservice, which is also designed to perform only one specific task.

But are all the principles of microservices and the UNIX philosophy truly similar? Let's explore this further, starting with the more classic approach — the UNIX philosophy.

The UNIX Philosophy

The history of UNIX began in 1969 when Ken Thompson and Dennis Ritchie started developing the operating system at Bell Labs. Ken Thompson, known as one of the creators of UNIX, made a significant contribution not only to the system itself but also to its philosophy.

In 1973, UNIX was rewritten from the B programming language to C, bringing hardware independence and various important features that we are familiar with today, such as different variable types (int, char, float, etc.) and the need for their declaration (statically typed). Throughout the 1970s and 1980s, UNIX evolved, spreading through academic circles and commercial organizations, gradually forming its key principles.

UNIX became a revolutionary project that changed the approach to operating system development. Its creators aimed for simplicity and elegance in design, which is reflected in the system's philosophy. The UNIX philosophy, with its emphasis on modularity and efficiency, became the foundation for many modern software development approaches.

Key UNIX principles, formed during its evolution, have significantly influenced the future of development. Principles like "Do one thing and do it well" have become fundamental for many modern software design methodologies.

The UNIX philosophy evolved alongside the UNIX system itself, gradually crystallizing into a set of clear principles. Over the years, many formulations of these ideas emerged, but their essence remained unchanged. Today, we’ll look at these key principles in their modern understanding:

  1. Write programs that do one thing and do it well.

  2. Write programs to work together.

  3. Write programs that handle text streams, because that is a universal interface.

Although we're discussing the principles and philosophy of UNIX, for practical examples, we’ll use Linux, specifically Debian. This choice is due to Debian's free availability, ease of access (including on the Hostman platform), and its status as a classic example of a Linux system.

While Linux is not a direct descendant of UNIX, it inherits all its principles. Most of the commands and concepts discussed are applicable to both UNIX and Linux. It’s also worth noting that the popular Ubuntu distribution is derived from Debian, highlighting the latter's importance in the Linux world.

Principle 1: Write Programs That Do One Thing and Do It Well

If you've worked with Linux systems, you're probably familiar with the cat program (short for concatenate). Although it appears as a command in the bash (command line), it is actually a standalone program written in C, compiled, and usually located at /usr/bin/cat. Its source code is publicly available online as part of the GNU coreutils project.

Example of using cat:

$ cat /etc/passwd
  • $ is the command line prompt displayed by the terminal and isn't typed by the user.

  • cat is the program itself. We don't specify the full path because the $PATH variable stores directories where BASH searches for commands by default (in this case, /usr/bin/).

  • /etc/passwd is a text file in Linux systems that contains user information.

The result of this command will be a list of system users, similar to:

root:x:0:0:root:/root:/bin/bash
alice:x:1000:1000:Alice Smith,,,:/home/alice:/bin/bash
bob:x:1001:1001:Bob Johnson,,,:/home/bob:/bin/zsh
mysql:x:112:120:MySQL Server,,,:/nonexistent:/bin/false
www-data:x:33:33:www-data:/var/www:/usr/sbin/nologin

Each line contains the username, UID, GID, full name, home directory, and other parameters, separated by colons.

You can experiment with cat and other commands by:

  • Setting up a VPS on Hostman (with affordable hourly billing).
  • Using a virtual machine or Docker to run Linux locally.
  • Using WSL (Windows Subsystem for Linux) on Windows.
  • Directly in your system if you're already using Linux.

cat has many additional options, for example:

  • Displaying line numbers: -n or --number.
  • Showing hidden characters, such as tabs and line breaks: -A or --show-all.
  • Compressing multiple blank lines into one: -s or --squeeze-blank.

You can explore other options by running cat --help or reading the full documentation with man cat.

One important feature of cat is its ability to concatenate the contents of multiple files. This is a result of its main function: cat reads the specified files sequentially and sends their contents to standard output (stdout). This is where its name comes from — concatenate means "to link" or "to chain together." In essence, displaying content on the screen is a combination of the file's contents and the stdout stream in Linux.

Example of using cat to concatenate files:

cat /etc/hostname /etc/hosts

The output might look something like this:

myserver
127.0.0.1 localhost
::1 localhost ip6-localhost ip6-loopback

In this example, cat first displays the contents of /etc/hostname, followed immediately by the contents of /etc/hosts.

In this way, cat adheres to the first principle of UNIX: "Do one thing and do it well." It specializes in reading files and sending their contents to stdout without unnecessary complexity, maintaining the modular and efficient approach that defines the UNIX philosophy.

Principle 2: Write Programs to Work Together

This principle showcases one of UNIX's key features — the ability to combine simple tools to solve complex tasks. Thanks to Doug McIlroy, who introduced the concept of pipes in UNIX, commands can be chained together. The output of one command can be the input for another. Let's look at an example:

cat /etc/passwd | grep user

grep is another program (command) that filters a text stream and returns only the lines containing the specified text — in this case, user. Here, cat outputs all the lines of the /etc/passwd file. grep then checks each line; if the text user is present, the program outputs that line.

The output would be the line corresponding to the user account:

user:x:1000:1000:,,,:/home/user:/bin/bash

We can extend this process by adding more commands:

cat /etc/passwd | grep user | awk '{print $6}'

This command outputs the home directory of the user.

awk is a special programming language for processing text data. In this case, the awk program acts as an interpreter for this language. In this example, awk splits the lines into columns using the default delimiter — a colon (:) — and prints only the sixth column, which is the home directory:

/home/user

In UNIX, commands can be chained into long pipelines to perform complex operations. This modular approach allows each tool to focus on a specific task, working seamlessly together to achieve sophisticated results.

Principle 3: Write Programs That Handle Text Streams, Because This Is a Universal Interface

This principle emphasizes the importance of using text format for data exchange between programs. Text data is easily readable by both humans and machines, making it a universal interface.

In UNIX, most configuration files, logs, and command outputs are in text format. This allows users to easily view, edit, and process data using standard text tools.

Example of text stream processing:

du -h /var/log | sort -rh | head -n 5 | awk '{print $2 " - " $1}'

This complex command uses several programs that exchange data through text streams:

  1. du -h /var/log — Displays the sizes of files and directories in /var/log in a human-readable format.
  2. sort -rh — Sorts the output by size in reverse order.
  3. head -n 5 — Selects only the top five lines.
  4. awk '{print $2 " - " $1}' — Reformats the output, displaying only the first two columns in reverse order and adding a dash between them.

Example output:

/var/log/syslog - 200M
/var/log/auth.log - 150M
/var/log/kern.log - 100M
/var/log/dpkg.log - 50M
/var/log/faillog - 10M

Using text streams provides flexibility and universality when working with data. It allows users to easily combine different tools and build complex information processing systems while maintaining simplicity and efficiency in interactions between components.

This approach to text-based communication and modular design is at the heart of the UNIX philosophy, influencing many modern development practices, including the design of microservices.

Microservices

The term "microservices" was first mentioned at a software architecture conference in Venice in 2011. Since then, microservices have become an integral part of modern software architecture. By 2015, industry giants like Netflix and Amazon had successfully implemented this approach. Since then, the popularity of microservices in IT has been steadily growing.

A monolith is short for "monolithic architecture." In this type of architecture, all the project’s code is typically stored in a single Git repository, worked on by all developers. This means that even a small change in one function requires redeploying the entire application.

  • Monolithic architecture is characterized by tight coupling between components, which makes independent scaling and updating challenging.

  • As the project grows, maintenance becomes more difficult, and build and test times increase.

  • Introducing new technologies is also harder because changing one part might affect the whole system.

Despite these drawbacks, monolithic architecture can be effective for small projects or in the early stages of development due to its simplicity and cohesiveness. Notably, some exceptions like Stack Overflow and Etsy successfully use monolithic architectures even at large scales.

Microservices replace monolithic architecture when a project grows so large that it becomes difficult to manage. In a monolith, every system deployment (uploading the project to the production server) requires coordination among all developers, and testing and building take a lot of time.

Microservices break the project down into modules, each performing a specific task. The principles of microservice architecture include:

  • Service independence: Each module operates independently.
  • Decentralized data management: Each module manages its own data.
  • Infrastructure automation: Deployment and scaling are automated.

For example, a user service is connected only to the user database and handles functions related solely to it, such as adding or updating users. Payment or analytics functions are managed by other microservices, which may have their own separate databases.

Over time, services become more complex as checks, validations, and new features are added. Each module can be assigned to a separate team, which resembles encapsulation in OOP (Object-Oriented Programming).

The independence of microservices allows teams to work autonomously, speeding up the development and deployment of new features. External developers only need to understand the interfaces without delving into internal details. This also accelerates testing and building.

Microservices allow the use of different programming languages, such as:

  • Go for multithreaded operations
  • JavaScript for rapid prototyping
  • Rust where high performance is required

As mentioned earlier, each microservice can have its own database, for example:

  • Metrics are stored in InfluxDB
  • Users are managed in PostgreSQL
  • Logs are saved in MongoDB

Essentially, a microservice can function solely as an abstraction layer over a database.

An important advantage of microservices is the ease of horizontal scaling. This allows the system's capacity to be increased by adding new servers, which is typically cheaper and more efficient than vertical scaling (enhancing the power of individual servers). This approach provides flexibility and cost-efficiency as the load grows. We'll discuss this in more detail in one of the following sections.

Despite its advantages, the microservice architecture makes projects more complex. New challenges arise, such as ensuring reliable communication between components, securing data during transmission, and complicating the deployment process.

These challenges fall on the shoulders of DevOps specialists. They develop and implement strategies for effectively managing a distributed system, including monitoring, logging, and deployment automation.

They also implement CI (Continuous Integration) and CD (Continuous Delivery) practices. Although solving these problems requires additional resources, it provides the flexibility and scalability needed for the system's long-term growth.

Modern Tools for Working with Microservices

The evolution of microservice architecture is closely linked to the development of tools for creating, deploying, and managing distributed systems. Containerization and container orchestration have become key technologies in this field.

Containerization and Docker

Containerization is an OS-level virtualization method that allows isolated processes to run in a shared environment. Launched in 2013, Docker became synonymous with containerization, revolutionizing the way applications are developed and deployed.

Docker allows you to package an application with all its dependencies into a standardized unit of software — a container. Containers typically host individual microservices, making them ideal for microservice architecture. They are lightweight, start quickly, and ensure consistent runtime environments from development to production.

The standardization of containers led to the creation of the Open Container Initiative (OCI) in 2015, ensuring compatibility between different containerization tools.

Container Orchestration and Kubernetes

With the growing popularity of containers, there arose a need for tools to manage large numbers of containers in distributed environments. This led to the concept of container orchestration.

Initially developed by Google and released in 2014, Kubernetes has become the de facto standard for container orchestration. It is a platform for automating the deployment, scaling, and management of containerized applications.

Key features of Kubernetes:

  • Automatic scaling of containers based on load.
  • Load balancing between containers.
  • Self-healing capabilities for failed containers or nodes.
  • Configuration and secret management.
  • Zero-downtime deployments for updates.

Kubernetes allows the creation of clusters — groups of computers working as a unified system. This makes it ideal for microservice architecture, enabling efficient management of the lifecycle of numerous, distributed microservices.

Modern Tools for Microservices Development

Modern microservice development relies on a variety of tools and services that simplify the creation, deployment, and management of distributed systems. Russian cloud providers like Hostman offer comprehensive solutions for working with microservices:

  • Cloud Servers and VDS/VPS: Hostman provides virtual machines with pay-as-you-go billing, making them perfect for flexible microservices scaling.

  • Kubernetes: Managed Kubernetes clusters in Hostman enable efficient container orchestration, automating deployment, scaling, and management of microservices.

  • Cloud Databases: The Database-as-a-Service solution simplifies data management in microservice architectures, ensuring high availability and scalability.

  • S3 Object Storage: This service provides reliable storage for large volumes of data, which is often required in microservice applications.

  • Load Balancers: Load distribution between servers is critical for maintaining microservices' performance and fault tolerance.

  • App Platform: This service simplifies the deployment of applications from repositories, streamlining the deployment process for microservices.

These tools and services allow developers to create reliable, scalable, and secure microservice applications. They provide the necessary infrastructure and management tools, enabling teams to focus on developing business logic rather than solving infrastructure challenges.

Microservices vs Monolithic Architecture

Monolithic Architecture

Monolithic architecture has several advantages, especially in the early stages of development:

  • Simplicity in Development: All the code is located in a single repository, simplifying the development and debugging processes.

  • Unified Code Base: All developers work on the same code base, which fosters a better understanding of the project as a whole.

  • Simplified Deployment: A monolith is deployed as a single application, streamlining the deployment process.

  • Ease of Testing: Integration testing is easier since all components are within one application.

  • Performance: In some cases, a monolith can be more performant due to the lack of network overhead between components.

Microservice Architecture

However, as a project grows, microservice architecture begins to showcase its advantages:

  • Scalability: Each microservice can be scaled independently, optimizing resource usage.

  • Flexibility in Technology Choice: Different microservices can use the most suitable technology stack for their needs.

  • Independent Deployment: Services can be updated and deployed independently of each other, speeding up the development and release of new features.

  • Fault Isolation: Issues in one microservice do not affect the entire system.

  • Ease of Understanding and Maintenance: Each microservice is smaller and simpler than a monolith, making it easier to understand and maintain.

Comparison Table

Aspect

Monolith

Microservices

Development

Easier in early stages

More complex but more flexible as the project grows

Deployment

Simple but requires full updates

More complex but allows for partial updates

Scalability

Vertical, entire application

Horizontal, individual services

Reliability

One failure can affect the whole system

Failures are isolated within individual services

Tech Stack

Unified for the whole application

Can vary across different services

Performance

Potentially higher for small applications

Can be optimized for large systems

Team Collaboration

Entire team works on one codebase

Teams can work on separate services

Choosing between monolithic and microservice architecture depends on the project's size, requirements for flexibility, and scalability.

  • Monolithic Architecture is often preferable for smaller projects or MVPs (Minimal Viable Products) due to its simplicity and ease of deployment.

  • Microservices are better suited for large, complex systems with high demands for scalability and flexibility.

The decision should be based on the specific needs and long-term goals of the project.

Example of Microservices Architecture Development

Let's look at an example of creating a system for autonomous vehicle management. In this system, a cluster of interconnected servers automatically distributes containers across servers, optimizing resource usage and ensuring fault tolerance.

For instance:

  • Computer Vision Containers will run on a computer with a powerful GPU, which is necessary for fast visual data processing.

  • Vehicle Monitoring Services require a reliable CPU and can, therefore, be placed on less powerful but stable hardware.

  • Other Microservices will be evenly distributed across the cluster.

This architecture creates a fault-tolerant system. If one node (a separate unit in the distributed network) fails, the microservices can automatically move to another computer within the vehicle. Essentially, this replicates cloud architecture on local devices (on-premise), ensuring system continuity even with partial hardware failure.

On each node of this cluster, containers are launched—isolated microservices performing their specific tasks. This ensures flexibility in resource distribution and system management, optimizing the operation of each component of the autonomous vehicle.

Key Microservices in the System

  1. Motion Control Service: Controls steering, braking, and acceleration.
  2. Computer Vision Service: Processes camera data, recognizing objects and road situations.
  3. Navigation Service: Plans the route and makes driving decisions.
  4. Communication Service: Ensures communication with other vehicles and infrastructure.
  5. State Monitoring Service: Tracks the technical condition of the vehicle.

Each microservice operates autonomously and interacts with others through well-defined interfaces, providing several benefits:

  • Independent Updates

For example, the Computer Vision Microservice is a critical module responsible for recognizing road signs, lane markings, other road users, and obstacles. Its accuracy directly impacts the safety of the driver, passengers, and other road users.

With a microservices architecture, development and improvement can focus solely on this module without affecting other system components. A specialized team of computer vision and machine learning experts can work exclusively on enhancing this module.

  • Simplified Deployment

Imagine the team has developed a new machine learning model that significantly improves sign recognition under poor visibility conditions, such as fog or heavy rain. After thorough testing, only this specific module needs to be updated.

Moreover, the update can be deployed "Over the Air" (OTA) since only one microservice is updated, and the amount of data transferred is relatively small.

If the entire system had to be rebooted just to update the computer vision module, the vehicle would require a high-speed connection and a long time to download and install updates for the entire system.

  • Scalability and Fault Tolerance

Microservices architecture also enables easy scalability of individual system components. For example, if the new recognition model demands more computing power, the GPU capacity for the computer vision module can be increased without affecting other modules.

Additionally, this architecture enhances the system's fault tolerance. If the computer vision module fails during an update or operation, it won't lead to a total system crash. Other microservices can continue functioning, possibly using a previous version of the computer vision module or with limited functionality.

  • Flexibility in Technology Choice

Each microservice can be implemented using the most suitable technologies for its tasks. For the computer vision module, specialized machine learning libraries such as TensorFlow or PyTorch, optimized for GPU operations, can be used.

Meanwhile, other modules—like the communication module—can be built using different programming languages and technologies better suited for their tasks.

The microservices architecture provides the flexibility, scalability, and efficiency needed to develop and maintain complex systems like autonomous vehicle management. It allows continuous improvement of individual components without risking the integrity of the entire system.

Comparison of Microservices and the UNIX Philosophy

Despite the decades that separate the concepts of UNIX and microservices, parallels can be drawn between them. Comparing microservices with UNIX reveals both common principles and unique features of each approach. Both strive for modularity and specialization of components. Microservices, like UNIX utilities, often perform a single specific task, whether it's managing users or access or serving as an abstraction for a database. However, microservices are typically more complex and can grow with additional features.

The interaction of components is implemented differently: UNIX uses native stdin and stdout redirection through pipes, while microservices require specific protocols (REST, RPC) with clearly documented interfaces. This complicates communication between services compared to the simplicity of the UNIX approach.

However, both approaches often rely on a text-based format for data exchange. In microservices, this is typically JSON or YAML, aligning with the principle of text streams in UNIX.

These similarities and differences demonstrate the evolution of modularity and component interaction ideas in software development. Despite the time gap between their emergence, UNIX and microservices share many key concepts, highlighting the universality of certain development principles.

Similarities

Modularity and single responsibility:

  • UNIX: Utilities perform one task and do it well.

  • Microservices: Each service is responsible for a specific function (user management, access, caching).

Component Interaction:

  • UNIX: Utilities work together through pipelines.

  • Microservices: Services interact via APIs.

Text-based data format:

  • UNIX: Uses text streams for data exchange.

  • Microservices: Often use text formats (JSON, YAML) for data exchange.

Differences

Component Complexity:

  • UNIX: Utilities are usually simple and perform a minimal set of functions.

  • Microservices: Can be more complex and accumulate additional features.

Interaction Mechanism:

  • UNIX: Native stdin and stdout redirection through pipes.

  • Microservices: Require data transfer protocols (REST, RPC) with clearly defined interfaces.

Execution Context:

  • UNIX: Typically runs on a single computer with minimal delays.

  • Microservices: Can be distributed across different servers and data centers.

Goals and Application:

  • UNIX: Focused on the stability and reliability of the operating system.

  • Microservices: Focus on business logic and application flexibility.

Development and Deployment Complexity:

  • UNIX: Relatively simple development and installation of utilities.

  • Microservices: Require complex infrastructure for development, testing, and deployment.

Conclusion

We have analyzed the UNIX philosophy and microservices architecture, identifying both similarities and differences between these approaches to software development. Despite being separated by decades, both approaches demonstrate remarkable unity in key principles.

The main similarities we found include:

  • Modularity: Both UNIX and microservices aim to divide functionality into small, manageable components.

  • Specialization: Both approaches support the idea that each component should perform one task and do it well.

  • Interaction: Both UNIX and microservices emphasize effective communication between components.

However, we also identified significant differences:

  • Context of application: UNIX is designed to work on a single computer, while microservices are intended for distributed systems.

  • Complexity: Microservices are generally more complex to develop and deploy compared to UNIX utilities.

  • Flexibility: Microservices provide greater flexibility in choosing technologies and scaling individual components.

These similarities and differences are not coincidental. They reflect the evolution of software development principles in response to changing needs and technological advancements. The UNIX philosophy, created in the era of mainframes, laid the groundwork for the modular approach that today finds new expression in microservices, meeting the demands of the cloud computing and distributed systems era.

The principles underlying the UNIX philosophy and microservices architecture are also reflected in other software development methodologies. Object-Oriented Programming (OOP), with its concept of encapsulation and the SOLID principles, emphasizes the importance of modularity and specialization. The Single Responsibility Principle (SRP) from SOLID resonates with UNIX’s idea of “doing one thing well.” Design patterns such as facade, adapter, and singleton promote the creation of modular and efficiently interacting components. Functional programming, with its focus on pure functions and immutability, also shares the idea of creating small, well-defined components, which aligns with the principles of both UNIX and microservices architecture.

For modern developers and architects, understanding these principles is critically important. It allows us to learn from the time-tested ideas of UNIX, adapting them to the contemporary demands of scalability and flexibility that microservices provide.

Looking to the future, we can expect further development of both approaches. We will likely see new tools and practices that will simplify the development and deployment of microservices, making them accessible to a wider range of projects. At the same time, the principles of UNIX are likely to remain relevant, continuing to influence the design of operating systems and development tools.

Microservices
17.02.2025
Reading time: 23 min

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This is the second part of the article "Designing the Ideal Microservice." In the first part, we discussed technical aspects related to design principles, communication between microservices, and key patterns. In this part, we will explore security, automation, and monitoring and discuss the future of microservices and emerging trends. Security and Reliability of Microservices Security and reliability are critical aspects of microservices design. In this chapter, we examine the main approaches and best practices that help secure microservices against threats and enhance their resilience to failures. Authentication and Authorization To ensure microservices security, you should implement reliable authentication and authorization mechanisms: OAuth2 and OpenID Connect: Standards for authentication and authorization that provide secure access to resources. Advantages: Support for various scenarios, widespread use, and strong library and framework support. Disadvantages: Complexity in configuration and token management. JSON Web Tokens (JWT): A token format used for transferring information between parties as JSON. Advantages: Compact, flexible data inclusion and broad support. Disadvantages: Limited token lifespan and the need for secure storage and transmission. API Gateway: A centralized node through which all requests to microservices pass, allowing it to handle authentication and authorization. Advantages: Centralized security management, reducing complexity for microservices. Disadvantages: Potential bottleneck, complex configuration, and management. Data Encryption Data encryption is crucial for protecting information in a microservices architecture. Data Encryption in Transit: Using HTTPS and TLS protocols to secure data transmission between microservices. Advantages: Protection against interception and man-in-the-middle attacks. Disadvantages: Slightly increased latency and resource consumption. 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Service Mesh: An infrastructure layer that manages communication between microservices, including load balancing, routing, and monitoring. Advantages: Improved observability, automated communication management, enhanced security. Disadvantages: Complex configuration and maintenance, and additional resource requirements. Monitoring and Logging Monitoring and logging enable timely issue detection and response, as well as performance analysis and microservices behavior insights. Centralized Logging: Collects and stores logs from all microservices in one place. Advantages: Simplifies error analysis and event correlation. Disadvantages: Requires effective log volume and logging system performance management. Metrics Monitoring: Collects and analyzes performance and health metrics of microservices. Advantages: Early issue detection and resolution, performance improvement. Disadvantages: Requires setup and management of the monitoring system. Alerting: Configures notifications for rapid incident and anomaly response. Advantages: Quick issue detection and resolution, minimizing downtime. Disadvantages: Potential for false alarms and the need for precise threshold configuration. Ensuring the security and reliability of microservices requires a comprehensive approach, including authentication and authorization, data encryption, threat detection and prevention, and fault tolerance patterns and monitoring. Testing and Debugging Microservices Testing and debugging microservices are crucial aspects of their successful development and operation. Microservice architecture offers numerous advantages, such as modularity and component independence, but also presents challenges in testing and debugging due to the distributed nature of the system. In this chapter, we will explore the main approaches and tools for testing and debugging microservices. 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Postman: A tool for API testing that allows sending requests and validating responses. Advantages: User-friendly interface and automation support. Disadvantages: Primarily for API testing with limited integration testing capabilities. JMeter: A tool for load testing. Advantages: Extensive testing scenario creation and protocol support. Disadvantages: Complex setup and result analysis. Docker: A platform for application containerization used to create test environments. Advantages: Easy creation of isolated environments and CI/CD support. Disadvantages: Requires learning and configuring Docker. Debugging Microservices Debugging microservices can be challenging due to their distributed nature and multiple component interactions. Here are the main approaches and tools for debugging microservices: Logging: Recording events and errors in logs for later analysis. Advantages: Detailed analysis of microservices behavior and error detection. Disadvantages: Log volume management and complex data analysis. Distributed Tracing: Tracking requests across all microservices involved in processing. Advantages: Visibility of the entire request processing chain. Disadvantages: Complex setup and integration, requiring additional monitoring. Profiling Tools: Analyzing microservice performance, identifying bottlenecks, and optimizing code. Advantages: Detailed performance analysis and optimization potential. Disadvantages: High resource requirements and extensive data analysis. Using API Gateway Services: Monitoring and managing traffic between microservices via API Gateway. Advantages: Centralized management and monitoring with traffic analysis. Disadvantages: Potential bottleneck and complex setup and maintenance. CI/CD and Test Automation Test automation and CI/CD (Continuous Integration/Continuous Deployment) processes increase the efficiency of microservice development and deployment. Jenkins: A tool for CI/CD automation. Advantages: Extensive configuration options and plugin support. Disadvantages: Complex setup and management, requiring additional resources. GitLab CI/CD: An automation tool integrated with the GitLab version control system. Advantages: GitLab integration, easy setup, and powerful automation features. Disadvantages: Limited usage with other version control systems. Travis CI: A cloud service for CI/CD automation. Advantages: Easy to use with GitHub integration. Disadvantages: Limited free builds and dependency on cloud infrastructure. CircleCI: A cloud service for CI/CD automation. Advantages: Fast build execution and integration with various version control systems. Disadvantages: Limitations in the free version and cloud infrastructure dependency. Testing and debugging microservices require careful preparation and the use of different approaches and tools. Test automation and the implementation of CI/CD processes enhance microservice quality and reliability while reducing development and deployment time. In the next chapter, we will explore the management and monitoring aspects of microservices, which also play a key role in their successful operation. Management and Monitoring of Microservices Managing and monitoring microservices are essential aspects that ensure their stable operation. In this chapter, we will take a closer look at the key approaches and tools for managing and monitoring microservices, which help maintain high performance and reliability of the system. Managing Microservices Managing microservices requires various methodologies and tools to automate and optimize deployment, configuration, and administration processes. Container Orchestration Kubernetes: A platform for automating deployment, scaling, and managing containerized applications. Advantages: Automation of container management, high scalability, and support for various infrastructures. Disadvantages: Complex setup and management with a steep learning curve. Docker Swarm: A container orchestration tool integrated with Docker. Advantages: Ease of setup and integration with Docker. Disadvantages: Limited functionality compared to Kubernetes and lower popularity. Configuration Management Systems Ansible: A tool for automating configuration management and application deployment. Advantages: Ease of use and flexibility for various automation tasks. Disadvantages: Limited capabilities for complex orchestration scenarios. Chef: A platform for automating configuration management, deployment, and infrastructure management. Advantages: Extensive automation capabilities and support for complex scenarios. Disadvantages: Complex setup and usage with a steep learning curve. Puppet: A tool for configuration management and infrastructure automation. Advantages: High scalability and support for various platforms. Disadvantages: Complex setup and administration requiring specialized training. Monitoring Microservices Monitoring microservices is crucial for tracking their status, performance, and identifying issues at early stages. Here are the main tools and approaches for monitoring microservices. Monitoring Systems Prometheus: A monitoring and alerting system with time-series support. Advantages: High performance, flexible configuration, and integration with Kubernetes. Disadvantages: Complex setup and management, requiring additional components for full functionality (e.g., Grafana for visualization). Grafana: A platform for metrics visualization and monitoring. Advantages: Advanced visualization options and integration with various data sources. Disadvantages: Requires configuration and integration with monitoring systems. ELK Stack (Elasticsearch, Logstash, Kibana): A suite of tools for collecting, analyzing, and visualizing logs and metrics. Advantages: Comprehensive data analysis and visualization, supporting scalability. Disadvantages: Complex setup and management with high resource requirements. Incident Detection and Response PagerDuty: A platform for incident management and alerting. Advantages: Efficient incident management and integration with various monitoring systems. Disadvantages: High cost with the need for configuration and integration. Opsgenie: A service for incident management and alerting. Advantages: Flexible alert configuration and integration with multiple monitoring tools. Disadvantages: Requires training and configuration. Distributed Tracing Jaeger: A distributed tracing platform designed to track requests across microservices. Advantages: In-depth performance analysis and microservices dependency mapping, integrating Kubernetes and other tools. Disadvantages: Complex setup and management requiring specialized training. Zipkin: A distributed tracing tool for collecting latency data in distributed systems. Advantages: Easy integration and support for various programming languages. Disadvantages: Limited functionality compared to Jaeger with a need for configuration and management. Metrics and Alerting Effective microservices monitoring requires defining and tracking key metrics and configuring alerting for quick incident response. Performance Metrics CPU and Memory Usage: Resource consumption by microservices. Response Time: Latency between request and response. Throughput: Number of processed requests per unit time. Reliability Metrics Uptime: The time during which the microservice is available. Failure Rate: Number of microservice failures over a specified period. Mean Time to Recovery (MTTR): Average time required to restore a microservice after failure. Alert Configuration Threshold Values: Setting thresholds for key metrics that trigger alerts when exceeded. Notification Integration: Setting up notifications via email, SMS, messaging apps, or incident management systems. Alert Management: Grouping and prioritizing alerts to minimize false positives and ensure rapid response to critical incidents. Configuration and Secrets Management Managing microservice configurations and secrets requires secure and flexible tools and approaches. HashiCorp Vault: A tool for secrets management and data protection. Advantages: High security and support for various types of secrets. Disadvantages: Complex setup and management requiring specialized training. Kubernetes Secrets: A mechanism for managing secrets in Kubernetes. Advantages: Seamless integration with Kubernetes and ease of use. Disadvantages: Limited functionality compared to specialized tools. Configuration Files and Management Systems: Using configuration files and management systems for centralized microservices configuration. Advantages: Flexibility and scalability with compatibility with various tools. Disadvantages: Requires versioning and security management for configuration files. Effective management and monitoring of microservices are key to their successful operation. Organizations can leverage modern tools and approaches to maintain high performance and reliability, respond promptly to incidents, and optimize configuration and secrets management. Future Trends and Development of Microservice Architecture Microservice architecture continues to evolve, offering new opportunities and addressing emerging challenges. In this chapter, we will explore the key trends and future prospects of microservices that will help you stay at the forefront of technology and adapt to changing business requirements. Serverless and Functions as a Service (FaaS) Serverless and FaaS represent the next step in the evolution of microservice architecture, offering greater abstraction from infrastructure and simplifying development. Serverless: A computing model where developers write code and cloud providers manage servers and infrastructure. Advantages: Reduced infrastructure management costs, on-demand scalability, and pay-as-you-go pricing. Disadvantages: Execution time limitations for functions and dependency on cloud providers. FaaS: A subset of serverless, where code is deployed as individual functions that run in response to events. Advantages: Rapid deployment, automatic scaling, and high flexibility. Disadvantages: Limited capabilities for complex tasks and potential issues with cold starts. Multi-Cloud and Hybrid Architectures Multi-cloud and hybrid architectures are becoming increasingly popular as companies seek to avoid vendor lock-in and leverage the benefits of different cloud platforms. Multi-Cloud Strategies: Using multiple cloud providers to host different parts of the infrastructure. Advantages: Resilience to outages from a single provider, cost optimization, and flexibility in choosing the best services. Disadvantages: Complexity in management and integration, and the need for compatibility compliance. Hybrid Architectures: Integrating on-premises infrastructure with public cloud services. Advantages: Resource management flexibility, enhanced security, and compliance with regulatory requirements. Disadvantages: Complex integration requiring additional management tools. Service Mesh Service Mesh is becoming an essential part of the microservice infrastructure, providing traffic management, security, and observability at the network interaction level. Istio: One of the most popular platforms for building service meshes. Advantages: Flexible configuration, comprehensive monitoring and security features, and integration with Kubernetes. Disadvantages: Complex setup and management with high resource requirements. Linkerd: A lightweight alternative to Istio for building service meshes. Advantages: Ease of use, high performance, and Kubernetes integration. Disadvantages: Fewer features compared to Istio and less configuration flexibility. DevOps and GitOps DevOps and GitOps continue to evolve, offering new approaches to managing and automating microservice development and operations processes. DevOps: A professional approach to software development that brings together developers and operations teams for improved collaboration and process automation. Advantages: Enhanced development quality and speed, reduced time-to-market, and CI/CD automation. Disadvantages: Requires changes in organizational culture and training in new tools. GitOps: An approach to managing infrastructure and applications using Git as the single source of truth. Advantages: Increased transparency and repeatability, simplified configuration management, and automated deployments. Disadvantages: Dependency on Git and the need to configure and manage GitOps tools. Artificial Intelligence and Machine Learning (AI/ML) Integrating AI/ML into microservice architecture opens up new opportunities for automation and process optimization. AI/ML for Monitoring and Failure Prediction: Using machine learning algorithms to analyze metrics and logs to predict failures and automate responses. Advantages: Increased system resilience and proactive incident management. Disadvantages: Complex model setup and the need for large datasets for training. Automated CI/CD with AI/ML: Applying AI/ML to optimize deployment and testing processes. Advantages: Faster development cycles, improved testing quality, and automated error detection and correction. Disadvantages: Complex integration and the need for specialized expertise. Future of Microservice Architecture The future of microservice architecture is tied to continuous evolution and adaptation to new challenges and requirements. Implementing new technologies, improving automation, and integrating with various platforms and services will enable the creation of more flexible, scalable, and reliable systems capable of efficiently solving modern business challenges. Conclusion Designing the perfect microservice is a multifaceted process that requires a careful approach to every aspect of development, deployment, and operation. Throughout this article, we have explored the key principles and practices that help build high-quality, flexible, and scalable microservices. For successful design and operation of microservices, consider the following recommendations: Focus on Business Value: Develop microservices that clearly align with business objectives and help achieve specific outcomes. Invest in Automation: Automating deployment, testing, and monitoring processes significantly reduces time and costs for microservice management. Ensure Security: Data security and secure communication between microservices should be prioritized throughout development and operation. Continuous Learning and Adaptation: Technologies and practices are constantly evolving. Stay updated with new trends and apply them to enhance your architecture. Maintain Documentation: Good documentation simplifies maintenance, improves team collaboration, and enhances the quality of the final project.
19 February 2025 · 18 min to read
Microservices

Designing the Ideal Microservice: Part 1

Microservices, as one of the key elements of modern software development, offer flexible mechanisms for building resilient, reliable, and scalable systems. Unlike traditional monolithic applications, microservice architecture segments the system into a collection of small, independent services. Each is designed to perform a specific task and can be developed, deployed, and scaled independently of other services. A microservice is a standalone, modular, and easily deployable software component that performs a clearly defined business function. These services interact through defined interfaces, often using lightweight protocols such as HTTP/REST or messaging systems. The shift to microservice architecture is driven by various factors related to the diversification of business processes and technological evolution: Scalability: By breaking down the system into microservices, individual components can be scaled separately, simplifying resource management and ensuring efficient load distribution. Development Flexibility: Different teams can work on isolated services in parallel, speeding up the implementation of new features and significantly reducing the development cycle. System Resilience: A failure in one microservice does not lead to a complete system outage, greatly enhancing reliability and stability. Independent Deployment: The ability to deploy and update microservices individually reduces downtime and accelerates the release of updates. Technological Independence: Each microservice can be developed using different programming languages and technologies, allowing teams to choose the best tools for solving specific tasks. Microservice architecture offers numerous advantages: Improved Development Organization: Microservices encourage forming small, autonomous teams, each responsible for specific services, fostering organization and accountability. Simplified Maintenance and Evolution: The limited codebase of each microservice simplifies maintenance and testing, reducing technical debt. Faster Change Implementation: The independence of microservices facilitates the rapid deployment of new features and fixes without needing a full application rollout. Increased Reliability: Error localization and the ability to roll back changes at the individual service level enhance overall system reliability. In summary, this approach to software development can improve system flexibility, scalability, and reliability. In the following chapters, we will delve deeper into microservice design principles, communication patterns, state and data management, as well as security, reliability, and testing aspects. Microservice Design Principles Designing the ideal microservice requires understanding and applying key principles that ensure the system's resilience, scalability, and ease of maintenance. This chapter explores the fundamental principles on which microservice architecture is built. Separation of Concerns Each microservice is responsible solely for its own functionality and ensures its execution. This simplifies development, testing, and maintenance while enhancing flexibility and resistance to change. Applying this principle promotes the creation of small, autonomous components that can be easily replaced or updated without impacting the overall application. Independent Deployment and Scalability Microservices should be designed to be deployed and scaled independently. This enables efficient resource management and enhances system resilience. Independent deployment also accelerates the release of new features and bug fixes, minimizing downtime. Loose Coupling Microservices should interact with each other as minimally as possible so that changes in one do not require modifications or interventions in others. This can be achieved through well-defined interfaces and communication standards such as HTTP/REST or gRPC. Low coupling simplifies the development, testing, and deployment processes, enhancing the system's flexibility, resilience, and adaptability. Fault Tolerance Microservice architecture should include mechanisms that ensure system resilience during failures. Each microservice must be able to handle errors and recover without impacting overall functionality. This is achieved through patterns like Circuit Breaker, Retry, Bulkhead, and Timeouts, which help minimize failure consequences and maintain system continuity even during partial component outages. Decentralized Data Management Each microservice should autonomously manage its data, avoiding the use of a shared database across all services. This prevents bottlenecks and scaling issues, simplifies data management, and improves consistency. This approach supports independent deployment and updates of services. Automation and Continuous Integration (CI/CD) Successful microservice design and deployment require automation and continuous integration processes. This includes automated testing, building, deployment, and monitoring of microservices. Utilizing CI/CD pipelines enables rapid delivery of updates and bug fixes, minimizing human error and enhancing system reliability. Backward Compatibility Changes in microservices should maintain backward compatibility to avoid disrupting other autonomous components of the system. This is achieved through API versioning and careful dependency management between services. Ensuring backward compatibility allows microservices to be updated without simultaneously updating all dependent components. Contract-Driven Development A contract-driven approach allows us to minimize dependencies and ensure microservice independence. It means that the interfaces and interaction contracts between microservices are defined in advance and form the basis of their implementation. This approach ensures clear communication and simplifies testing and integration within the overall system. Applying these principles enables the creation of resilient, flexible, and easily scalable microservices that effectively address business needs and adapt smoothly to change. In the following chapters, we will delve into practical applications of these principles and explore tools and technologies that can help implement them. Defining Microservice Boundaries One of the key aspects of designing microservices is correctly defining their boundaries. These boundaries determine a microservice's functionality and how it will interact with other services. In this chapter, we explore the main methods and approaches for defining these boundaries. Business Logic and Domain Models Defining microservice boundaries should begin with analyzing business logic and domain models. Business logic describes the system's tasks and functions, while domain models represent the main entities and their interactions within business processes. The separation of microservices should reflect the structure and logic of business processes, ensuring clarity and consistency in implementation. Business Process Analysis: Understand the key business processes and tasks the system must perform. Domain Segmentation: Divide the business logic into distinct domain areas, each responsible for a specific part of the functionality. Identifying Key Entities: Determine the main entities and their relationships within each domain area. Event storming is a powerful method for visualizing and analyzing business processes by identifying events occurring in the system and determining their impact on different domain areas. This approach helps to better understand how systems interact with each other and to define natural microservice boundaries. Event Identification: Identify all significant events occurring in business processes. Defining Commands: Determine the commands that trigger these events. Event-Command Relationships: Visualize how events and commands relate to each other and how they affect different parts of the system. Grouping Events and Commands: Organize events and commands into logically related groups representing individual microservices. Examples of Microservice Segmentation Let's look at several examples of successful microservice segmentation in real-world projects to better understand how to apply these principles in practice. Example 1. E-commerce Platform Product Catalog: A microservice responsible for managing product listings, descriptions, and categories. Shopping Cart: A microservice handling the user's shopping cart management. Orders: A microservice responsible for order creation, processing, and tracking. Payments: A microservice managing user payments. Users: A microservice managing user accounts and profiles. Example 2. Project Management System Projects: A microservice for creating and managing projects. Tasks: A microservice for creating, assigning, and tracking tasks within projects. Users: A microservice for managing users and their roles in projects. Reports: A microservice responsible for generating reports on projects and tasks. Example 3. Social Network User Profiles: A microservice managing user profiles and personal information. News Feed: A microservice for generating and displaying users' news feeds. Messaging: A microservice for sending and receiving messages between users. Notifications: A microservice for sending notifications to users about various events. To successfully define microservice boundaries, use these key evaluation criteria: Data Cohesion: The data managed by a microservice should be logically consistent and belong to a single domain area. Independent Deployment: A microservice should be deployable and updatable independently of other microservices. Load Handling and Scalability: A microservice should be able to scale and handle the load associated with its functions. Dependency Management: Interactions between microservices should be minimal and clearly defined through APIs or messaging. Technological Compatibility: A microservice can use different technologies suitable for its tasks but should still easily integrate into the overall system. Correctly defining microservice boundaries is a crucial step in design that significantly impacts their performance, scalability, and ease of maintenance. Communication Between Microservices Communication between microservices is a key aspect of their successful operation. Choosing the right communication patterns and protocols impacts the overall system's peak performance and seamless functioning. In this chapter, we explore how microservices communicate with each other and look at the main approaches to communication between microservices, along with their advantages and disadvantages. Types of Communication Communication between microservices can be either synchronous or asynchronous, depending on system requirements and the nature of interactions. Synchronous Communication: One microservice sends a request to another and waits for a response. This is commonly implemented using HTTP/REST or gRPC. Advantages: Simplicity of implementation and predictable interactions. Disadvantages: High interdependence between microservices, potential delays, and decreased performance due to waiting for responses. Asynchronous Communication: One microservice sends a message to another without waiting for an immediate response. This is typically achieved using messaging systems such as RabbitMQ, Kafka, or AMQP. Advantages: High independence, improved scalability, and increased resilience. Disadvantages: Complexity of implementation and debugging, as well as the need to ensure data consistency. Protocols and Technologies Choosing the right protocols and technologies for microservice communication depends on various factors, including performance requirements, reliability, and scalability. HTTP/REST: The most widely used protocol for synchronous communication, leveraging REST principles for building APIs. Advantages: Simplicity, broad support, and suitability for web services. Disadvantages: Network dependency and potential scalability issues under heavy load. gRPC: A high-performance framework developed by Google, utilizing Protocol Buffers for data serialization. Advantages: High performance, support for streaming, and strong typing. Disadvantages: More complex setup and debugging compared to REST. GraphQL: A query language for APIs that allows clients to request only the data they need. Advantages: Flexible queries and the ability to fetch data from multiple sources in a single request. Disadvantages: Added complexity in implementation and maintenance. Message Queues (RabbitMQ, Kafka): Messaging systems enabling asynchronous communication between microservices. Advantages: High independence of microservices, scalability, and fault tolerance. Disadvantages: Complex setup and maintenance, along with the need to handle duplicate messages. Communication Patterns Various communication patterns are used to coordinate interactions between microservices, each addressing specific challenges with its own set of advantages. API Gateway: A central entry point through which all requests to microservices are routed. Advantages: Simplified request management, centralized security and authentication, and reduced complexity for clients. Disadvantages: Potential bottleneck and management complexity in large systems. Service Mesh: An infrastructure layer managing communication between microservices, providing features such as service discovery, load balancing, encryption, and traffic management. Advantages: Enhanced observability, security, and automated communication management. Disadvantages: Complex setup and maintenance, as well as additional resource requirements. Event-Driven Architecture: An architectural style where microservices exchange events to coordinate actions. Advantages: Scalability and support for asynchronous interactions. Disadvantages: Complexity in debugging and the need to ensure data consistency. Backends for Frontends (BFF): A pattern where a separate backend is created for each client type (e.g., mobile app, web app), aggregating data from various microservices. Advantages: Optimized interactions for different clients and reduced complexity on the client side. Disadvantages: Increased number of backends, potentially complicating maintenance. Communication between microservices is fundamental to their successful operation. Selecting the right protocols and interaction patterns ensures the system's performance, reliability, and scalability. Microservices Design Patterns Effective microservices design requires various patterns and templates that help solve common issues and enhance system performance. In this chapter, we explore the main design patterns for microservices. Database per Service Pattern Each microservice has its own dedicated database, ensuring data independence and minimizing dependencies between components. Advantages: Data independence and isolation Simplified scaling and deployment of microservices Enhanced performance by optimizing for the specific needs of each microservice Disadvantages: Complexity in synchronizing data across microservices Potential for data duplication Aggregator Pattern An aggregator microservice collects data from multiple microservices and provides a consolidated response to the client. Advantages: Simplified client interactions with the system Reduced number of requests from client to server Disadvantages: Potential bottleneck and single point of failure Increased complexity of the aggregator's logic Producer-Consumer Pattern One microservice (producer) generates data or events, which are then processed by another microservice (consumer). Advantages: Asynchronous data processing Improved scalability and fault tolerance Disadvantages: Challenges in ensuring data consistency Need for effective message queue management Saga Pattern Saga is a pattern for managing distributed transactions by breaking them down into a sequence of local transactions, each completing a part of the overall task. Advantages: Ensures data consistency without the need for distributed transactions Enhanced fault tolerance Disadvantages: Complex implementation and management Possibility of partial data processing in case of failures Circuit Breaker Pattern A pattern designed to protect the system from temporary failures and overloads by blocking calls to an unstable microservice until it recovers. Advantages: Protection against cascading failures Improved fault resilience Disadvantages: Need for state management of the Circuit Breaker Potential temporary service unavailability Sidecar Pattern This pattern involves offloading additional functionalities such as logging, monitoring, or security into a separate container (sidecar) that operates alongside the primary microservice. Advantages: Simplified core logic of the microservice Enhanced modularity and code reuse Disadvantages: Increased deployment and container management complexity Need for synchronization between the main microservice and the sidecar API Gateway Pattern A centralized entry point through which all requests to microservices are routed. An API Gateway can perform routing, authentication, data aggregation, and monitoring functions. Advantages: Centralized security and authentication management Simplified client interaction with microservices Potential for caching and load balancing Disadvantages: Possible bottleneck and single point of failure Increased complexity in developing and maintaining the API Gateway Bulkhead Pattern This pattern isolates the system into separate groups (bulkheads) to prevent a failure in one group from impacting others. Advantages: Improved fault resilience Isolation of failures Disadvantages: Complexity in managing isolated groups Potential resource duplication Applying these design patterns significantly contributes to building microservices systems with high performance, fault tolerance, and ease of maintenance. State and Data Management in Microservices Architecture Managing state and data is a critical aspect of microservices design. An improper approach can lead to performance issues, consistency problems, and reduced reliability. In this chapter, we explore key strategies and patterns for managing state and data within a microservices architecture. Decentralized Data Management One of the core principles of microservices architecture is decentralized data management. Ideally, each microservice should use its own database, avoiding reliance on a shared database. This approach eliminates bottlenecks and improves system scalability. Advantages: Data Independence and Isolation: Enhances microservices' autonomy, reliability, and fault tolerance. Performance Optimization: Customizing each database to the specific needs of a microservice boosts performance. Simplified Deployment and Scaling: Each microservice can be deployed and scaled independently. Disadvantages: Complex Data Synchronization: Requires mechanisms to ensure data consistency across microservices. Data Duplication: Potential data redundancy across microservices, increasing storage requirements. Data Management Patterns To address consistency, availability, and performance challenges, several data management patterns can be employed: Event Sourcing Pattern This pattern saves events that represent state changes in an event log. The current state is reconstructed by replaying these events. Advantages: Complete history of changes, enabling state recovery at any point in time. Disadvantages: Complex implementation. Increased data storage requirements. CQRS (Command Query Responsibility Segregation) Pattern Separates state-changing operations (commands) from read operations (queries) into different data models. Advantages: Optimized read and write performance. Flexibility to use different data storage solutions for commands and queries. Disadvantages: More complex architecture. Need for synchronization between the data models. Saga Pattern Manages distributed transactions by breaking them into a sequence of local transactions, each addressing a part of the task. Advantages: Ensures data consistency without global transactions. Disadvantages: Complex implementation and management. Potential for incomplete data processing in case of failures. State Management Microservices can be either stateless or stateful. State management involves various techniques for data storage and processing. Stateless Microservices. Do not maintain state between requests, relying on external data sources. Advantages: Simple implementation and scaling. Disadvantages: Dependency on the performance of external data sources. Stateful Microservices. Maintain state between requests using internal data storage. Advantages: Enhanced performance through local data storage. Disadvantages: Complex state management and consistency maintenance. Data Consistency Mechanisms To minimize data inconsistencies in microservices architecture, various mechanisms are used: BASE (Basically Available, Soft state, Eventually consistent). Allows temporary inconsistencies that are eventually resolved. Advantages: High availability and performance. Disadvantages: Temporary data inconsistencies. Event-Driven Model. Microservices exchange events to notify each other about state changes. Advantages: Asynchronous communication. Disadvantages: Complex event management and delivery assurance. Two-Phase Commit. A protocol for performing distributed transactions to ensure data consistency across microservices. Advantages: Ensures data consistency. Disadvantages: Complex implementation. Reduced performance due to coordination overhead. Caching Caching data can significantly improve microservices performance by reducing database load and speeding up request processing. Local Caching Data is cached locally within a microservice. Advantages: High performance and low latency. Disadvantages: Potential data inconsistency across microservices. Distributed Caching Data is cached in a distributed cache accessible to all microservices. Advantages: Consistent data and reduced database load. Disadvantages: Increased data access latency. Complex distributed cache management. Effective state and data management in microservices architecture requires careful planning and the use of appropriate patterns and mechanisms. Conclusion In the first part, we covered the fundamental principles of microservices architecture design and key patterns. In the second part, we will discuss security aspects, automation, monitoring, and the future of microservices and emerging trends.
19 February 2025 · 18 min to read
Microservices

Database Connection in Python, Go, and JavaScript

Databases are an essential part of almost any project today. Database interactions are especially familiar to system and database administrators, DevOps/SRE professionals, and software developers. While administrators typically deploy one or multiple database instances and configure the necessary connection parameters for applications, developers need to connect directly to the database within their code. This article explores how to connect to databases using different programming languages. Prerequisites We will provide examples for connecting to MySQL, PostgreSQL, Redis, MongoDB, and ClickHouse databases using Python, Go, and JavaScript. To follow this guide, you will need: A database deployed on a server or in the cloud. Installed environments for Python, Go, and JavaScript, depending on your application programming language. Additionally for Python: pip installed. Additionally for JavaScript: Node.js and npm installed. Database Connection in Python MySQL and Python For connecting to MySQL databases, we can use a Python driver called MySQL Connector. Install the driver using pip: pip install mysql-connector-python Initialize a new connection: Import the mysql.connector library and the Error class to handle specific connection errors. Create a function named create_connection, passing the database address (host), user name (user), and user password (password). To establish the connection, define a class called create_connection that receives the variable names containing the database connection details. import mysql.connector from mysql.connector import Error def create_connection(host_name, user_name, user_password): connection = None try: connection = mysql.connector.connect( host="91.206.179.29", user="gen_user", password="m-EE6Wm}z@wCKe" ) print("Successfully connected to MySQL Server!") except Error as e: print(f"The error '{e}' occurred") return connection def execute_query(connection, query): cursor = connection.cursor() try: cursor.execute(query) connection.commit() print("Query executed successfully") except Error as e: print(f"The error '{e}' occurred") connection = create_connection("91.206.179.29", "gen_user", "m-EE6Wm}z@wCKe") Run the script. If everything works correctly, you will see the "Successfully connected to MySQL Server!" message. If any errors occur, the console will display error code and description. Create a new table: Connect to the database using the connection.database class, specifying the name of the database. Note that the database should already exist. To create a table, initialize a variable create_table_query containing the SQL CREATE TABLE query. For data insertion, initialize another variable insert_data_query with the SQL INSERT INTO query. To execute each query, use the execute_query class, which takes the database connection string and the variable containing the SQL query. connection.database = 'test_db' create_table_query = """ CREATE TABLE IF NOT EXISTS users ( id INT AUTO_INCREMENT PRIMARY KEY, name VARCHAR(100) NOT NULL, age INT NOT NULL ) """ execute_query(connection, create_table_query) insert_data_query = """ INSERT INTO users (name, age) VALUES ('Alice', 30), ('Bob', 25) """ execute_query(connection, insert_data_query) if connection.is_connected(): connection.close() print("Connection closed") Run the script. PostgreSQL and Python Python offers several plugins for connecting to PostgreSQL, but the most popular one is psycopg2, which we will use here. Psycopg2 is one of the most frequently used Python plugins for PostgreSQL connections. One of its key advantages is its support for multithreading which allows you to maintain the database connection across multiple threads. Install psycopg2 using pip (if not already installed): pip install psycopg2-binary Connect to PostgreSQL. Import the Python psycopg2 package and create a function create_new_conn, using the try block. Establish the connection with the psycopg2.connect function, which requires the database name, user name, password, and database address as input. To initialize the connection, use the create_new_conn() function. Here’s the full code example for connecting to a database: import psycopg2 from psycopg2 import OperationalError def create_new_conn(): conn_to_postgres = None while not conn_to_postgres: try: conn_to_postgres = psycopg2.connect( default_db="default_db", default_user="gen_user", password_for_default_user="PasswordForDefautUser9893#", db_address="91.206.179.128" ) print("The connection to PostgreSQL has been successfully established!") except OperationalError as e: print(e) return conn_to_postgres conn_to_postgres = create_new_conn() Run the script: python3 connect_to_postgres.py If successful, you will see the "The connection to PostgreSQL has been successfully established!" message. . Next, create a table named books, which will have three columns. Use the cursor class for SQL expressions, such as creating database objects. If the query involves adding or modifying data, you must call the conn_to_postgres.commit() function afterward to apply the changes. import psycopg2 from psycopg2 import OperationalError def create_new_conn(): conn_to_postgres = None while not conn_to_postgres: try: conn_to_postgres = psycopg2.connect( default_db="default_db", default_user="gen_user", password_for_default_user="PasswordForDefautUser9893#", db_address="91.206.179.128" ) except OperationalError as e: print(e) return conn_to_postgres conn_to_postgres = create_new_conn() cursor = conn_to_postgres.cursor() cursor.execute(""" CREATE TABLE books ( book_id INT PRIMARY KEY NOT NULL, book_name VARCHAR(255) NOT NULL, book_author VARCHAR(255) NOT NULL ) """) conn_to_postgres.commit() print("Table Created successfully") Run the script: python3 create_table.py Now, let’s run INSERT INTO to add a new line: cursor.execute(""" INSERT INTO books (book_id,book_name,book_author) VALUES (1, 'Long Walk to Freedom', 'Nelson_Mandela') """) The full code is below: import psycopg2 from psycopg2 import OperationalError def create_new_conn(): conn_to_postgres = None while not conn_to_postgres: try: conn_to_postgres = psycopg2.connect( default_db="default_db", default_user="gen_user", password_for_default_user="PasswordForDefautUser9893#", db_address="91.206.179.128" ) except OperationalError as e: print(e) return conn_to_postgres conn_to_postgres = create_new_conn() cursor = conn_to_postgres.cursor() cursor.execute(""" INSERT INTO books (book_id,book_name,book_author) VALUES (1, 'Long Walk to Freedom', 'Nelson_Mandela') """) conn_to_postgres.commit() conn_to_postgres.close() print("Data inserted successfully") Run the script: python3 insert-data.py Redis and Python Redis belongs to the class of NoSQL databases, where data is stored in memory rather than on hard drives. It uses a key-value format for data storage. Redis has a wide range of applications, from data storage and caching to serving as a message broker. We will use the redis-py (or simply redis) library for connecting to Redis. Install the Redis library using pip: pip install redis Connecting to a Redis instance: Use a try block structure for connection, specifying the function redis.StrictRedis where you provide the Redis address, port, and user password. import redis try: connect_to_redis_server = redis.StrictRedis( redis_db_host=91.206.179.128, redis_db_port=6379, redis_user_password='PasswordForRedis6379') print connect_to_redis_server connect_to_redis_server.ping() print 'Successfully connected to Redis Server!' except Exception as ex: print 'Error:', ex exit('Failed to connect to Redis server.') Run the script: python3 connect_to_redis.py If successful, you will see a message like "Successfully connected to Redis Server!". Unlike relational databases, Redis stores data in a key-value format. The key uniquely identifies the corresponding value. Use the set method to create a new record. The example below creates a record with the key City and the value Berlin: print('Create new record:', connect_to_redis_server.set("City", "Berlin")) Use the get method to retrieve the value associated with a key: print('Print record using record key:', connect_to_redis_server.get("City")) Use the delete method to remove a record by its key: print('Delete record with key:', connect_to_redis_server.delete("City")) The complete code fragment is below. import redis try: connect_to_redis_server = redis.StrictRedis( redis_db_host=91.206.179.128, redis_db_port=6379, redis_user_password='PasswordForRedis6379') print ('New record created:', connect_to_redis_server.set("City", "Berlin")) print ('Print created record using record key', connect_to_redis_server.get("City")) print ('Delete created record with key :', connect_to_redis_server.delete("City")) except Exception as ex: print ('Error:', ex) MongoDB and Python MongoDB is another widely used NoSQL database that belongs to the document-oriented category. Data is organized as JSON-like documents. To connect to a MongoDB database with Python, the recommended library is PyMongo, which provides a synchronous API. Install the PyMongo plugin: pip3 install pymongo Connect to MongoDB server using the following Python code. Import the pymongo module and use the MongoClient class to specify the database server address. To establish a connection to the MongoDB server, use a try block for error handling: import pymongo connect_to_mongo = pymongo.MongoClient("mongodb://91.206.179.29:27017/") first_db = connect_to_mongo["mongo-db1"] try: first_db.command("serverStatus") except Exception as e: print(e) else: print("Successfully connected to MongoDB Server!") connect_to_mongo.close() Run: python3 connect_mongodb.py If the connection is successfully established, the script will return the message: "Successfully connected to MongoDB Server!" Add data to MongoDB. To add data, you need to create a dictionary. Let's create a dictionary named record1, containing three keys: record1 = { "name": "Alex", "age": 25, "location": "London" } To insert the dictionary data, use the insert_one method in MongoDB. insertrecord = collection1.insert_one(record1) import pymongo connect_to_mongo = pymongo.MongoClient("mongodb://91.206.179.29:27017/") db1 = connect_to_mongo["newdb"] collection1 = db1["userdata"] record1 = { "name": "Alex", "age": 25, "location": "London" } insertrecord = collection1.insert_one(record1) print(insertrecord) Run the script: python3 connect_mongodb.py ClickHouse and Python ClickHouse is a columnar NoSQL database where data is stored in columns rather than rows. It is widely used for handling analytical queries. Install the ClickHouse driver for Python. There is a dedicated plugin for ClickHouse called clickhouse-driver. Install the driver using the pip package manager: pip install clickhouse-driver Connect to ClickHouse. To initialize a connection with ClickHouse, you need to import the Client class from the clickhouse_driver library. To execute SQL queries, use the client.execute function. You also need to specify the engine. For more details on supported engines in ClickHouse, you can refer to the official documentation. We'll use the default engine, MergeTree. Next, create a new table called users and insert two columns with data. To list the data to be added to the table, use the tuple data type. After executing the necessary queries, make sure to close the connection to the database using the client.disconnect() method. The final code will look like this: from clickhouse_driver import Client client = Client(host=91.206.179.128', user='root', password='P@$$w0rd123', port=9000) client.execute(''' CREATE TABLE IF NOT EXISTS Users ( id UInt32, name String, ) ENGINE = MergeTree() ORDER BY id ''') data = [ (1, 'Alice'), (2, 'Mary') ] client.execute('INSERT INTO Users (id, name) VALUES', data) result = client.execute('SELECT * FROM Users') for row in result: print(row) client.disconnect() Database Connection in Go Go is one of the youngest programming languages, developed in 2009 by Google.  It is widely used in developing microservice architectures and network utilities. For example, services like Docker and Kubernetes are written in Go. Go supports integrating all popular databases, including PostgreSQL, Redis, MongoDB, MySQL, ClickHouse, etc. MySQL and Go For working with the MySQL databases in Go, use the go-sql-driver/mysql driver. Create a new directory for storing project files and navigate into it: mkdir mysql-connect && cd mysql-connect Create a go.mod file to store the dependencies: go mod init golang-connect-mysql Download the MySQL driver using the go get command: go get -u github.com/go-sql-driver/mysql Create a new file named main.go. Specify the database connection details in the dsn variable: package main import ( "database/sql" "fmt" "log" _ "github.com/go-sql-driver/mysql" ) func main() { dsn := "root:password@tcp(localhost:3306)/testdb" db, err := sql.Open("mysql", dsn) if err != nil { log.Fatal(err) } defer db.Close() if err := db.Ping(); err != nil { log.Fatal(err) } fmt.Println("Successfully connected to the database!") query := "INSERT INTO users (name, age) VALUES (?, ?)" result, err := db.Exec(query, "Alex", 25) if err != nil { log.Fatal(err) } lastInsertID, err := result.LastInsertId() if err != nil { log.Fatal(err) } fmt.Printf("Inserted data with ID: %d\n", lastInsertID) } PostgreSQL and Go To connect to PostgreSQL, use the pq driver. Before installing the driver, let's prepare our environment. Create a new directory for storing the project files and navigate into it: mkdir postgres-connect && cd postgres-connect Since we will be working with dependencies, we need to create a go.mod file to store them: go mod init golang-connect-postgres Download the pq driver using the go get command: go get github.com/lib/pq Create a new file named main.go. In addition to importing the pq library, it is necessary to add the database/sql library as Go does not come with official database drivers by default. The database/sql library consists of general, independent interfaces for working with databases. It is also important to note the underscore (empty identifier) when importing the pq module: _ "github.com/lib/pq" The empty identifier is used to avoid the "unused import" error, as in this case, we only need the driver to be registered in database/sql. The fmt package is required to output data to the standard output stream, for example, to the console. To open a connection to the database, the sql.Open function is used, which takes the connection string (connStr) and the driver name (postgres). The connection string specifies the username, database name, password, and host address: package main import ( "database/sql" "fmt" "log" _ "github.com/lib/pq" ) func main() { connStr := "user=golang dbname=db_for_golang password=Golanguserfordb0206$ host=47.45.249.146 sslmode=disable" db, err := sql.Open("postgres", connStr) if err != nil { log.Fatal(err) } defer db.Close() err = db.Ping() if err != nil { log.Fatal(err) } fmt.Println("Successfully connected to PostgreSQL!") } Compile and run: go run main.go If everything works correctly, the terminal will display the message Successfully connected to PostgreSQL! Now, let's look at an example of how to insert data into a table.  First, we need to create a table in the database. When using Hostman cloud databases, you can copy the PostgreSQL connection string displayed in the "Connections" section of the Hostman web interface. Make sure that the postgresql-client utility is installed on your device beforehand. Enter the psql shell and connect to the previously created database: \c db_for_golang Create a table named Cities with three fields — city_id, city_name, and city_population: CREATE TABLE Cities ( city_id INT PRIMARY KEY, city_name VARCHAR(45) NOT NULL, city_population INT NOT NULL); Grant full privileges to the created table for the user: GRANT ALL PRIVILEGES ON TABLE cities TO golang; The function db.Prepare is used to prepare data. It specifies the query for insertion in advance. To insert data, use the function stmt.Exec. In Go, it's common to use plain SQL without using the ORM (Object-Relational Mapping) approach. stmt, err := db.Prepare("INSERT INTO Cities(city_id, city_name, city_population) VALUES($1, $2, $3)") if err != nil { log.Fatal(err) } defer stmt.Close() _, err = stmt.Exec(1, "Toronto", 279435) if err != nil { log.Fatal(err) } fmt.Println("Data inserted successfully!") } If all works correctly, you will see: Data inserted successfully! Redis and Go To connect to Redis, you need to use the go-redis driver. Сreate a new directory: mkdir connect-to-redis && cd connect-to-redis Prepare the dependency file: go mod init golang-connect-redis And optimize them: go mod tidy Download the go-redis module: go get github.com/go-redis/redis/v8 To connect to Redis, use the redis.Options function to specify the address and port of the Redis server. Since Redis does not use authentication by default, you can leave the Password field empty and use the default database (database 0): package main import ( "context" "fmt" "log" "github.com/go-redis/redis/v8" ) func main() { rdb := redis.NewClient(&redis.Options{ Addr: "91.206.179.128:6379", Password: "", DB: 0, }) ctx := context.Background() _, err := rdb.Ping(ctx).Result() if err != nil { log.Fatalf("Couldn't connect to Redis: %v", err) } fmt.Println("Successfully connected to Redis!") } You should see the message «Successfully connected to Redis!» MongoDB and Go To work with MongoDB, we'll use the mongo driver. Create a new directory to store the project structure: mkdir connect-to-mongodb && cd connect-to-mongodb Initialize the dependency file: go mod init golang-connect-mongodb Download the mongo library: go get go.mongodb.org/mongo-driver/mongo Connect to MongoDB using the options.Client().ApplyURI method. It takes a connection string such as mongodb://91.206.179.29:27017, where 91.206.179.29 is the MongoDB server address and 27017 is the port for connecting to MongoDB. The options.Client().ApplyURI string is used only for specifying connection data. To check the connection status, you can use another function, client.Ping, which shows the success or failure of the connection: package main import ( "context" "fmt" "log" "time" "go.mongodb.org/mongo-driver/mongo" "go.mongodb.org/mongo-driver/mongo/options" ) func main() { clientOptions := options.Client().ApplyURI("mongodb://91.206.179.29:27017") client, err := mongo.Connect(context.TODO(), clientOptions) if err != nil { log.Fatalf("Couldn't connect to MongoDB server: %v", err) } fmt.Println("successfully connected to MongoDB!") ctx, cancel := context.WithTimeout(context.Background(), 10*time.Second) defer cancel() err = client.Ping(ctx, nil) if err != nil { log.Fatalf("Could not ping MongoDB server: %v", err) } fmt.Println("Ping MongoDB server successfully!") } You should see the message: successfully connected to MongoDB!Ping MongoDB server successfully MongoDB uses collections to store data. You can create collections using the .Collection function.  Below, we will create a database called first-database and a collection called first-collection. The collection will have a new document, containing three keys: user-name, user-age, and user-email. collection := client.Database("first-database").Collection("first-collection") document := map[string]interface{}{ "user-name": "Alice", "user-age": 25, "user-email": "[email protected]", } insertResult, err := collection.InsertOne(ctx, document) if err != nil { log.Fatalf("Couldn't insert new document: %v", err) } fmt.Printf("Inserted new document with ID: %v\n", insertResult.InsertedID) if err := client.Disconnect(ctx); err != nil { log.Fatalf("Could not disconnect from MongoDB: %v", err) } fmt.Println("Disconnected from MongoDB!") } If successful, you will see the Inserted new document message with the document ID.  ClickHouse and Go To work with ClickHouse, use the clickhouse-go driver. Create a new directory to store the project files and navigate to it: clickhouse-connect && cd clickhouse-connect Create a go.mod file to store the dependencies: go mod init golang-connect-clickhouse Download the Clickhouse driver using the command: go get github.com/ClickHouse/clickhouse-go/v2 Create a new file named main.go, where you will specify the connection data to ClickHouse. package main import ( "database/sql" "log" "github.com/ClickHouse/clickhouse-go/v2" ) func main() { dsn := "tcp://localhost:9000?username=user1&password=PasswordForuser175465&database=new_db" db, err := sql.Open("clickhouse", dsn) if err != nil { log.Fatal(err) } defer db.Close() if err := db.Ping(); err != nil { log.Fatal(err) } log.Println("Connected to ClickHouse!") } Database Connection in JavaScript In JavaScript, all connections to external services are made using the Node.js platform. Make sure that you have Node.js and the npm package manager installed on your device. MySQL and JavaScript To work with MySQL, use the mysql2 driver. Create a directory where we will store the project files: mkdir js-mysql-connect && cd js-mysql-connect Initialize the project: npm init -y Install the mysql2 library: npm install mysql2 Use the following code to connect to MySQL: const mysql = require('mysql2'); const connection_to_mysql = mysql.createConnection({ host: 'localhost', user: 'root', password: 'PasswordForRoot74463', database: db1, }); connection_to_mysql.connect((err) => { if (err) { console.error('Error connecting to MySQL:', err.message); return; } console.log('Successfully connected to MySQL Server!'); connection_to_mysql.end((endErr) => { if (endErr) { console.error('Error closing the connection_to_mysql:', endErr.message); } else { console.log('Connection closed.'); } }); }); PostgreSQL and JavaScript Connecting to PostgreSQL is done using the pg library. Create a directory where we will store the project files: mkdir js-postgres-connect && cd js-postgres-connect Initialize the project: npm init -y Install the pg library: npm install pg To connect to PostgreSQL, first import the pg library. Then, create a constant where you specify variables for the database address, username, password, database name, and port. Use the new pg.Client class to pass the connection data. We will create a table called cities and add two records into it. To do this, we will use the queryDatabase function, which contains the SQL queries. const pg = require('pg'); const config = { postgresql_server_host: '91.206.179.29', postgresql_user: 'gen_user', postgresql_user_password: 'PasswordForGenUser56467$', postgresql_database_name: 'default_db', postgresql_database_port: 5432, }; const client = new pg.Client(config); client.connect(err => { if (err) throw err; else { queryDatabase(); } }); function queryDatabase() { const query = ` DROP TABLE IF EXISTS cities; CREATE TABLE cities (id serial PRIMARY KEY, name VARCHAR(80), population INTEGER); INSERT INTO cities (name, population) VALUES ('Berlin', 3645000); INSERT INTO cities (name, population) VALUES ('Paris', 2161000); `; client .query(query) .then(() => { console.log('Table created successfully!'); client.end(console.log('Closed client connection')); }) .catch(err => console.log(err)) .then(() => { console.log('Finished execution, exiting now'); process.exit(); }); } Use this command to run the code: node connect-to-postgres.js Redis and JavaScript To work with Redis, use the ioredis library. Create a directory to store the project files: mkdir js-redis-connect && cd js-redis-connect Initialize the project: npm init -y Install the ioredis library: npm install ioredis To connect to Redis, import the ioredis library. Then create a constant named redis and specify the Redis server address. Inserting data, i.e., creating key-value objects, is done using an asynchronous function named setData, which takes two values — key and value, corresponding to the data format of the Redis system. const Redis = require('ioredis'); const redis = new Redis({ host: '91.206.179.29', port: 6379, password: 'UY+p8e?Kxmqqfa', }); async function setData(key, value) { try { await redis.set(key, value); console.log('Data successfully set'); } catch (error) { console.error('Error setting data:', error); } } async function getData(key) { try { const value = await redis.get(key); console.log('Data retrieved'); return value; } catch (error) { console.error('Error getting data:', error); } } (async () => { await redis.select(1); await setData('user', 'alex'); await getData('user'); redis.disconnect(); })(); Run: node connect-to-redis.js MongoDB and JavaScript To work with MongoDB, use the mongodb driver. Create a directory for storing the project files: mkdir js-mongodb-connect && cd js-mongodb-connect Initialize the project: npm init -y Install the mongodb library: npm install mongodb To connect to MongoDB, import the mongodb library. Specify the database address in the constant uri and pass the address into the MongoClient class. const { MongoClient } = require('mongodb'); const uri = "mongodb://91.206.179.29:27017"; const client = new MongoClient(uri, { useNewUrlParser: true, useUnifiedTopology: true }); async function connectToDatabase() { try { await client.connect(); console.log("Successfully connected to MongoDB!"); const database = client.db("myDatabase"); const collection = database.collection("myCollection"); const documents = await collection.find({}).toArray(); console.log("Documents found:", documents); } catch (error) { console.error("Error connecting to MongoDB:", error); } finally { await client.close(); console.log("Connection closed."); } } connectToDatabase(); ClickHouse and JavaScript To work with ClickHouse, use the clickhouse/client driver. Create a directory where we will store the project files: mkdir js-clickhouse-connect && cd js-clickhouse-connect Initialize the project: npm init -y Install the @clickhouse/client library: npm install @clickhouse/client To connect to ClickHouse, use the code below where we set the connection details and execute a simple SQL query that will return the first 10 records from the system table named system.tables: const { ClickHouse } = require('@clickhouse/client'); const client = new ClickHouse({ host: 'http://localhost:8123', username: 'default', password: 'PasswordforDefaultUser45435', database: 'default', }); async function connectAndQuery() { try { console.log('Successfully connected to ClickHouse Server!'); const rows = await client.query({ query: 'SELECT * FROM system.tables LIMIT 10', format: 'JSON', }).then((result) => result.json()); console.log('Query results:', rows); } catch (error) { console.error('Error Successfully connected to ClickHouse Server! or running the query:', error); } finally { console.log('Done.'); } } connectAndQuery(); Conclusion In today's article, we thoroughly explored how to connect to PostgreSQL, Redis, MongoDB, MySQL, and ClickHouse databases using Python, Go, and JavaScript. These languages can be used to create both web applications and microservices that utilize databases in their operation.
18 February 2025 · 23 min to read

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