IT Infrastructure

Infrastructure as Code (IaC) Best Practices (+ Digital Payment Platform Case Overview) 

Infrastructure as Code Best Practices

Adopting Infrastructure as Code (IaC) transforms how organizations manage their IT infrastructure, offering enhanced scalability, consistency, and efficiency.  

In this article, we explore IaC best practices and include a real-world case study of a digital payment platform where we successfully implemented IaC to address scaling, compliance, and operational challenges. 

Case Overview: Implementing IaC for a Digital Payment Platform

The journey of a digital payment platform highlights the transformative power of IaC. Operating in a fast-paced, compliance-heavy financial services environment, the platform transitioned from manual infrastructure management to a fully automated, IaC-driven approach. 

Phase 1: Rapid Migration to AWS

In 2022, the platform migrated from on-premise clusters to AWS within a month to meet the demands of its first client. This initial migration involved using manual setups (ClickOps) via the AWS Management Console, leveraging services like ElastiCache, RDS, and ECS. 

While effective for launching quickly, this approach lacked automation, leading to scaling and operational inefficiencies as new clients onboarded. Key issues included resource misconfigurations and performance bottlenecks caused by EBS credit limitations and NAT gateway mismanagement. 

Phase 2: Transitioning to IaC

Recognizing the need for scalability and consistency, the platform adopted Terraform to define its infrastructure as code. This transition enabled: 

  • Automated Deployments: simplifying scaling operations while reducing manual errors. 
  • Version Control: improving collaboration and offering a clear change history. 
  • Enhanced Resilience: managing infrastructure drift and enabling swift recovery during incidents. 

Phase 3: Scaling and Compliance 

In 2023, the platform prepared for PCI DSS certification to handle card payment processing. Using IaC, the team deployed a dedicated AWS account for card processing, isolating it from other workloads. Infrastructure components were managed via CloudFormation templates, adhering to compliance requirements while enabling rapid staging and production setups. 

Phase 4: Advanced Optimization

In 2023, scaling challenges led to migrating from RDS to dedicated servers using Patroni for PostgreSQL. The platform implemented IaC-driven architectures, including multi-zone clusters and improved network configurations. Later, the platform transitioned its card processing infrastructure to AWS Aurora, leveraging its performance and cost-efficiency. 

By the end of 2023, the platform fully digitized its infrastructure using Terraform, achieving greater reliability and cost control. These efforts culminated in processing over 10 million monthly transactions, supported by a streamlined, IaC-driven architecture. 

Common Pitfalls in Infrastructure as Code  

1. Lack of Automation 

The Pitfall: many organizations fail to fully automate their infrastructure management processes, often relying on manual interventions for certain tasks. This creates inconsistencies and increases the risk of human error. 

How to Avoid It

  • Automate all infrastructure tasks, from provisioning to configuration and deployment. 
  • Use IaC tools such as Terraform, Ansible, or AWS CloudFormation to handle all changes programmatically. 
  • Make manual changes difficult by enforcing policies that require changes to go through IaC pipelines. 

2. Poor Version Control 

The Pitfall: failing to track infrastructure changes leads to a lack of visibility and control over the system’s evolution. This can result in configuration drift and difficulty in troubleshooting issues. 

How to Avoid It

  • Use Git or similar version control systems to track all IaC changes. 
  • Implement a branching strategy to separate development, staging, and production changes. 
  • Conduct regular reviews of pull requests to ensure changes are well-documented and vetted. 

3. Overcomplicating Configurations

The Pitfall: organizations sometimes create overly complex configurations by mixing multiple intents or embedding too many dependencies in a single module, making maintenance difficult. 

How to Avoid It

  • Follow the DRY (Don’t Repeat Yourself) principle to reduce redundancy in your code. 
  • Use modular designs to break down configurations into smaller, reusable components. 
  • Keep modules focused on specific tasks, avoiding unnecessary dependencies. 

The Pitfall: skipping rigorous testing of IaC configurations can lead to errors in production, causing downtime and performance issues. 

4. Neglecting Testing

How to Avoid It

  • Dedicate an isolated environment for testing IaC configurations. 
  • Automate testing using tools like Terratest or Checkov to validate configurations before deployment. 
  • Regularly tear down and redeploy test environments to ensure reproducibility. 

5. Ignoring Infrastructure Drift 

The Pitfall: configuration drift occurs when the actual state of the infrastructure diverges from the IaC definitions due to manual changes or unexpected behavior. 

How to Avoid It

  • Use tools like Terraform’s drift detection or AWS Config to monitor and reconcile differences. 
  • Implement immutable infrastructure practices where resources are recreated rather than modified. 
  • Regularly redeploy infrastructure to match the IaC definitions. 

6. Insufficient Security Measures 

The Pitfall: hardcoding sensitive information, using overly permissive roles, or neglecting access controls can expose your infrastructure to security risks. 

How to Avoid It

  • Store secrets in secure vaults like AWS Secrets Manager or HashiCorp Vault. 
  • Apply the principle of least privilege when defining roles and access controls. 
  • Conduct security audits as part of your IaC pipeline to identify vulnerabilities. 

7. Lack of Organizational Alignment 

The Pitfall: adopting IaC without proper training or alignment across teams can lead to inconsistent practices and slow adoption. 

How to Avoid It

  • Provide comprehensive training for all team members involved in IaC. 
  • Foster collaboration between developers, operations, and security teams through DevOps practices. 
  • Maintain thorough documentation to ensure everyone understands how to use IaC effectively. 

8. Underestimating the Learning Curve 

The Pitfall: organizations often overlook the time and effort required to build expertise in IaC tools and best practices. This can lead to suboptimal configurations and poor outcomes. 

How to Avoid It

  • Start small by automating simple components before moving to complex systems. 
  • Use IaC frameworks with strong community support and extensive documentation. 
  • Encourage continuous learning by keeping the team updated on new tools and techniques. 

9. Skipping Cost Optimization 

The Pitfall: inefficient IaC configurations can lead to unnecessary resource usage and inflated cloud bills. 

How to Avoid It

  • Regularly analyze resource utilization using tools like AWS Trusted Advisor or GCP Recommender. 
  • Use IaC to define auto-scaling rules and implement cost-effective practices, such as spot instances. 
  • Monitor costs as part of the IaC lifecycle and iterate on configurations to achieve better cost efficiency. 

10. Failing to Plan for Scalability 

The Pitfall: building infrastructure without considering future scalability can lead to significant rework and inefficiencies as demands grow. 

How to Avoid It

  • Use IaC to design modular and scalable architectures from the outset. 
  • Anticipate growth by provisioning infrastructure with elasticity in mind, such as using auto-scaling groups. 
  • Regularly revisit and update IaC definitions to align with evolving requirements. 

IaC Best Practices

1. Automate Everything, Eliminate Manual Steps  

      Automation is fundamental to Infrastructure as Code (IaC). The aim is to manage all facets of infrastructure, from setup to teardown, through code. Manual interventions can lead to inconsistencies and mistakes.  

      Strategies:  

      • Utilize pipelines to implement automated infrastructure modifications.  
      • Incorporate automated rollback features for unsuccessful deployments.  
      • Make manual alterations challenging by limiting permissions, ensuring that only established templates or IaC scripts can alter the infrastructure.  

      Our case: a digital payment platform adopted IaC with Terraform, facilitating automated infrastructure setup and updates. This move removed the necessity for manual tweaks, thereby minimizing the chances of configuration drift.  

      2. Enforce Consistency with Modular Design  

      Adopting a modular strategy is essential for maintaining consistency and promoting reusability. Dividing your infrastructure into smaller, clearly defined modules simplifies complexity and encourages standard practices.  

      Strategies:  

      • Develop reusable modules for frequently deployed elements, such as VPCs, load balancers, or IAM roles.  
      • Keep a centralized repository of approved modules to guarantee standardization across teams. 
      • Adhere to naming conventions and documentation standards for all modules.  

      Our case: on a larger scale, modular designs help reduce redundancy and enable teams to concentrate on improving functionality instead of dealing with infrastructure inconsistencies. For instance, reusable modules can streamline the deployment of multi-region configurations by applying the same setup logic. 

      3. Adopt Rigorous Testing Practices  

      Testing the configurations of infrastructure is often neglected, yet it is just as important as application testing. Thorough testing guarantees the reliability of Infrastructure as Code (IaC) and helps prevent failures during deployment.  

      Strategies:  

      • Establish isolated environments for testing IaC configurations, such as staging accounts that replicate the production environment.  
      • Utilize tools like Terratest, InSpec, or Checkov to verify infrastructure configurations against compliance and performance standards. Conduct destructive testing by dismantling and redeploying environments to ensure repeatability.  

      Our case: a digital payment platform kept a dedicated test environment to validate changes before implementation. This approach helped avoid downtime caused by misconfigurations in the production environment.  

      4. Monitor Drift and Maintain Infrastructure State 

      Configuration drift happens when the deployed infrastructure diverges from the IaC definitions due to unauthorized changes or unexpected behaviors. Regular drift detection is essential to ensure that the deployed environment aligns with the codebase.  

      Strategies:  

      • Employ tools like Terraform’s Drift Detection or AWS Config to keep an eye on infrastructure states.  
      • Plan periodic reconciliations to identify and correct any discrepancies from IaC definitions.  
      • Adopt immutable infrastructure practices to recreate resources from scratch instead of modifying them directly.  

      Our Application: organizations that implement drift detection can prevent “silent failures,” where unmanaged changes lead to performance degradation or security vulnerabilities. 

      5. Build for Scalability and Resilience 

      Infrastructure must scale to meet growing demands and recover from failures efficiently. IaC facilitates this by enabling dynamic resource allocation and recovery. 

      Strategies

      • Design configurations for elasticity using auto-scaling groups. 
      • Implement multi-region architectures to ensure high availability. 
      • Use health checks and failure thresholds in load balancers for self-healing systems. 

      Our Case Study: a payment platform leveraged IaC to scale from handling thousands to millions of transactions daily, accommodating traffic spikes with minimal manual intervention. 

      6. Establish a Feedback Loop for Continuous Improvement 

      IaC is not a one-time implementation but an ongoing process of refinement and optimization. 

      • Strategies
      • Regularly review infrastructure performance and costs to identify inefficiencies. 
      • Use monitoring tools like Prometheus, Grafana, or AWS CloudWatch for actionable insights. 
      • Collect feedback from cross-functional teams to enhance IaC workflows. 

      Our Application: continuous iteration allowed a digital payment platform to migrate from RDS to AWS Aurora, optimizing cost and performance without disrupting services. 

      7. Secure by Design Infrastructure as Code (IaC)  

      IaC should integrate security measures from the outset:  

      • Implement least-privilege access policies with tools like AWS IAM. 
      • Protect sensitive information using vaults or secret management solutions.  
      • Conduct audits of all changes made through CI/CD pipelines.  

      8. Understand Dependencies and Architecture Patterns Changes in infrastructure can affect multiple services:  

      – Identify dependencies to anticipate the effects of updates.  

      – Leverage IaC to create scalable and resilient patterns, such as blue-green deployments or canary releases.  

      9. Invest in Education and Documentation  

      For successful IaC implementation, team alignment is crucial:  

      • Offer training on IaC tools and best practices.  
      • Keep documentation current for infrastructure workflows. 

      10. Test Frequently 

      Testing validates the reliability of IaC configurations: 

      • Create dedicated environments for testing deployments. 
      • Conduct integration testing to ensure compatibility across components. 
      • Detect and address drift to maintain alignment between code and infrastructure. 
      • Avoid over-complicating initial setups. Start small and iterate as requirements evolve. 

      Conclusion 

      The digital payment platform’s journey illustrates the transformative potential of IaC when implemented thoughtfully. By combining automated processes, robust testing, and clear architectural patterns, organizations can achieve scalable, secure, and efficient infrastructure. 

      Whether you’re beginning your IaC journey or optimizing existing practices, these lessons and best practices provide a roadmap to success in building modern IT infrastructures. 

      At Gart, we are experts in building IaC infrastructures.  

      Contact us and get a free consultation now.  

      FAQ

      1. What is Infrastructure as Code (IaC)?

      Infrastructure as Code (IaC) is a practice where infrastructure configurations are managed and provisioned using code, enabling automation, consistency, and scalability across IT environments.

      2. Why is IaC important for modern organizations?

      IaC helps organizations reduce manual errors, enhance operational efficiency, and ensure scalability. It also supports version control, compliance, and rapid disaster recovery, making it essential for modern IT infrastructure management.

      How can I ensure my IaC practices align with cost optimization?

      Regularly analyze resource utilization using tools like AWS Trusted Advisor. Use IaC to implement cost-saving measures such as auto-scaling rules and spot instances.
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