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Heroku is a “Platform As a Service” (PaaS) product, which we could deploy our Digital Collections application on, replacing most current use of manually-managed AWS services.

Currently, we deploy to “self-managed” AWS (Amazon Web Services) resources. The current approach is not long-term sustainable with the termination of the Systems Administrator position who took care of managing the AWS resources.

Heroku is one option for paying for a more expensive platform that will do for us some of the things the Systems Administrator position used to do. Heroku is also a significant cost. (estimated at around $980/month for our needs, but possibly anywhere between $660-$1240/month).

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  • Elimination of operations and maintenance tasks formerly handled by systems administrator position, for

  • Significant budget, and in some cases increased challenge to remaining developers

After some months spent examing examining and experimenting with heroku, although it is not perfect, the tech team thinks it makes sense to try heroku, if we can afford it, as a solution to the unsustainable absence of the terminated Systems Administrator position.

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  • Eliminate need for local skillset and time to manage AWS resources directly. This is the main motivation for heroku. We would no longer need to maintain the ansible playbook at all. We would no longer need the “management” server that we have now trying to orchestrate our self-managed AWS. We would still be managing our S3 buckets directly in AWS, and maybe some other minor simple services, like SES for email delivery – much simpler AWS products.

  • Heroku is a popular and high-quality product. It’s feature set, developer UI, documentation tend to be very good, and we found this true in our testing. It’s been around for a while, has many customers (often startup/ecommerce), specifically including other Rails apps, and is generally considered a top-of-the-line service.

  • Easier scaling. We With heroku we can – if willing to pay for the resources – easily scale up infrastructure to handle traffic spikes, or high ingest loads. This was something we hadn’t had the capacity to create reliably in our current infrastructure, and example of what heroku gives you.

  • No-contract, pro-rated billing. Heroku has no contract and all billing is pro-rated to the minute. If we ever choose to shift our infrastructure yet again, we can switch at any time. Some additional components we will need, as part of a move to PaaS managed infrastructure, are available as heroku add-ons, meaning convenient single-heroku-invoice billing for third-part services with no-contract pro-rated billing.

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  • Cost. This is the main trade-off. Heroku is known to be a high-quality solution but one of the most expensive ways to deploy. We estimate the monthly cost for our application will be in the range of $660-$1240/month – probably near the middle around $980. But if some our guesses or assumptions prove wrong, it could move towards the ends of that estimate. This is mostly on top of our existing infrastructure costs – it will replace only our existing digital collections EC2 costs, approximately $150/month. However, this is still significantly less expensive than an FTE systems administrator.

  • Some loss of flexibility/customization. While heroku is a very flexible platform, it is still a platform with constraints. Some customization may take more developer work to accomplish, or be impossible.

    • Example: We need to install the vips software package, and it turns out needed the most recent version to avoid a bug affecting us. We had more trouble getting this done on heroku, although ultimately succeeded. There could be other packages we want in the future we have trouble or are unable to get installed. Another way to look at this is that heroku doesn’t entirely get us out of sysadmin skillset/tasks, when we need custom software installed.

    • Example: Heroku has less flexiblity in how much RAM you have available, fewer configurations. Some of our existing functionality was using too much RAM to fit in certain heroku dyno sizes; we ultimately were able to refactor it to fit, but this will not always be guaranteed, and shows added development challenges are possible in heroku (trade-off for reduced operations challenges).

  • Some developer tasks take longer to execute.

    • Opening up a “console” on heroku infrastructure – a common developer task – can take 50-60 seconds of staring at the screen waiting for boot. (Compare to ~5 seconds in current infrastructure). This interrupts developer “flow” and is just kind of annoying.

    • Same applies to executing maintenance tasks like a Solr reindex – developer spends ~50s staring at screen waiting for start.

    • deploying new code takes longer. to get a code change out after pushing button to do so, on heroku can take 3-10 minutes. On current infrastruture, only 1-2 minutes. Also heroku can involve either more downtime on deploy, or increased developer work to mitigate.

  • Loss of infrastructure-as-code. Currently theoretically our entire infrastructure can be re-created from zero from source code that is checked into our git repository. This gives transparency and change-history and reproducibility of our architecture. (“theoretically”, I bet we’d have trouble going from 0 to 100, but still a lot/most of it is in code).

    • The basic simple easy way to use heroku, we end up losing this. Much of the configuration is done via manual web UI on heroky heroku (and add-ons), and isn’t captured in code in source control.

    • So, recreating it, figuring out what’s there, copying it, is a manual operation, involving looking through various screens in heroku and add-on UI to see what’s configured — assuming you still have access to it!

    • While there are potentially ways to use heroku to mitigate this, upon analysis they mostly look like they significantly increase the energy we’d need to put into heroku, without even getting us to 100% infrastruture-as-code. While we might explore some later, for now we think it makes sense to consider this just a trade-off, one of the things we lose with heroku. Heroku is simple enough, that we think it will be ok, with some mitigation from a small amount of manually maintained documentation. See more at https://github.com/sciencehistory/scihist_digicoll/issues/875

  • Some sense that heroku is stagnating a bit. There haven’t been new significant new heroku features in a while, or changes to some parameters (dyno sizes) that seem out-dated to us. We have a sense heroku’s current owner (salesforce) may be resting on the service they got, and we should not expect any new features or fixes or changes. However, the current system is pretty reliable and stable and relatively feature-complete, so we can handle that, at least for now.

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