Level 3 - Environment Strategy for Automated Segregation

Published date: April 15, 2024, Version: 1.0

Automated segregation refers to a level of environment maturity where teams leverage automation and tooling to streamline the process of segregating test environments. This strategy ensures consistent and efficient provisioning and management of segregated environments. To implement an automated segregation strategy, the following steps can be followed:

Infrastructure as Code (IaC)

  • Adopt Infrastructure as Code principles to define and manage the infrastructure components of segregated environments
  • Use tools like Terraform, CloudFormation, or Ansible to provision infrastructure resources in a repeatable and automated manner
  • Define infrastructure templates or scripts that capture the desired state of the segregated environments

Configuration Management

  • Utilize configuration management tools such as Puppet, Chef, or Ansible to automate the configuration and setup of segregated environments
  • Store configuration files in a version control system for easy tracking, collaboration, and management of changes
  • Automate the deployment and configuration of software, dependencies, and system settings using configuration management tooling

Continuous Integration and Deployment (CI/CD)

  • Integrate the automated provisioning of segregated environments into the CI/CD pipeline
  • Define environment templates or configurations as part of the CI/CD process, enabling automated deployment of segregated environments for testing and validation
  • Leverage tools like Jenkins, GitLab CI/CD, or CircleCI to automate the deployment of segregated environments as part of the software delivery pipeline

Self-Service Portal or Interface

  • Implement a self-service portal or interface that allows teams to request and provision their segregated environments
  • Provide a user-friendly interface that abstracts the underlying automation and allows teams to easily select and provision the desired environment configurations
  • Ensure proper access controls and approvals are in place to govern the provisioning of segregated environments

Monitoring and Auto-Remediation

  • Implement monitoring and alerting mechanisms to detect any issues or deviations in the segregated environments
  • Utilize tools like Prometheus, ELK stack, or Nagios to monitor the health and performance of segregated environments
  • Set up automated remediation processes or scripts that can address common issues or failures in segregated environments

Automated Data Management

  • Implement automated processes for managing test data in segregated environments
  • Use data provisioning and management tools to automate the creation, cloning, and cleanup of test data in segregated environments
  • Ensure that data in segregated environments is isolated, consistent, and secure

Versioning and Rollback

  • Implement version control for environment configurations and infrastructure templates
  • Maintain a history of environment configurations to enable easy rollback or recreation of previous versions
  • Leverage version control systems like Git to track changes, enable collaboration, and provide a rollback mechanism

Documentation and Training

  • Document the automated segregation strategy, including the tools, processes, and workflows involved
  • Provide training and guidance to teams on how to use the self-service portal, leverage the automated provisioning and management capabilities, and follow the defined standards
  • Foster a culture of automation and provide resources for teams to learn and adopt automation best practices

Continuous Improvement

  • Continuously review and refine the automated segregation strategy based on feedback, lessons learned, and emerging technologies
  • Regularly assess the effectiveness and efficiency of the automation processes and tools being used
  • Explore new automation tools and technologies to further enhance the provisioning and management of segregated environments

By implementing an automated segregation strategy, it enable teams achieve consistent and efficient provisioning and management of segregated test environments. Automation reduces manual effort, increases reliability, and enables teams to quickly and reliably set up the required environments for development and testing activities.