Microservices Migration Checklist
Migrate from monolith to microservices with a structured approach to service boundaries, data ownership, and distributed system observability.
Checklist: Microservices Migration (engineering)
Migrating from a monolith to microservices is one of the highest-risk architectural changes a team can undertake. Done poorly, it creates a distributed monolith that is harder to operate. This checklist covers the strategic and tactical steps for a successful migration.
Checklist Items
- Identify service boundaries using domain modeling [critical]: Use domain-driven design to identify bounded contexts that become natural service boundaries.
- Decompose the database per service [critical]: Each service should own its data. Plan data migration and eventual consistency patterns.
- Set up inter-service communication [critical]: Choose synchronous (REST/gRPC) or asynchronous (message queues) patterns based on coupling requirements.
- Implement distributed tracing [important]: Add trace IDs across service calls to debug request flows spanning multiple services.
- Design failure handling and circuit breakers [important]: Implement circuit breakers, retries with backoff, and fallback responses for service-to-service calls.
- Set up service discovery [important]: Configure DNS-based or registry-based service discovery so services can locate each other dynamically.
- Plan the strangler fig migration pattern [important]: Extract services incrementally from the monolith rather than attempting a big-bang rewrite.
- Configure centralized logging [recommended]: Aggregate logs from all services into a single platform with correlation IDs for cross-service debugging.
- Implement API gateway [recommended]: Add an API gateway for routing, authentication, rate limiting, and request aggregation at the edge.
- Define service SLOs and SLIs [recommended]: Set service-level objectives for latency, availability, and error rate for each service.
Common Mistakes
- Big-bang migration: Use the strangler fig pattern. Extract one service at a time, validate, then move to the next.
- Shared database between services: Each service must own its data. Shared databases couple services and negate the benefits of microservices.
- No observability from the start: Distributed tracing, centralized logging, and service metrics are essential from the first extracted service.
Frequently Asked Questions
- When should I migrate to microservices?
- When your monolith causes deployment bottlenecks, team scaling issues, or inability to adopt different tech stacks for different domains. Do not migrate for the sake of architecture trends.
- How many services should I start with?
- Extract 2-3 services initially. Learn the operational overhead before decomposing further. Many teams over-decompose too early.
- Should I use Kubernetes?
- Not necessarily. Kubernetes adds significant operational complexity. ECS, Cloud Run, or even Docker Compose may be sufficient for smaller service counts.