Why Scaling policies (target tracking, step, simple) in AWS? - Purpose & Use Cases

The Big Idea

What if your website could handle any number of visitors without you lifting a finger?

The Scenario

Imagine you run a busy online store. When many customers visit, your servers slow down. You try to add more servers by hand, but it takes time and you often add too many or too few.

The Problem

Manually adjusting servers is slow and stressful. You might add too many servers, wasting money, or too few, causing slow website and unhappy customers. It's hard to watch traffic all day and react quickly.

The Solution

Scaling policies automatically adjust the number of servers based on real-time demand. They watch key signs like CPU use or request count and add or remove servers smoothly, saving money and keeping customers happy.

Before vs After

✗ Before

Check traffic every hour; add or remove servers manually

✓ After

Set scaling policy to add servers when CPU > 70%, remove when CPU < 30%

What It Enables

Automatic scaling policies let your system grow and shrink effortlessly, matching demand perfectly without constant human effort.

Real Life Example

A news website uses target tracking scaling to add servers instantly during breaking news, handling millions of visitors without crashing.

Key Takeaways

Manual server management is slow and error-prone.

Scaling policies automate server adjustments based on demand.

This keeps services fast, reliable, and cost-effective.

Practice

1. What is the main purpose of a target tracking scaling policy in AWS Auto Scaling?

easy

A. To automatically adjust resources to keep a metric close to a target value

B. To manually increase or decrease resources based on user input

C. To schedule scaling actions at fixed times regardless of load

D. To disable scaling during peak hours

Solution

1. Step 1: Understand target tracking policy function

   Target tracking automatically adjusts resources to keep a metric (like CPU usage) near a set target value.

2. Step 2: Compare with other options

   Manual scaling and scheduled scaling do not automatically adjust based on metrics, and disabling scaling is unrelated.

3. Final Answer:

   To automatically adjust resources to keep a metric close to a target value -> Option A

4. Quick Check:

   Target tracking = automatic metric-based scaling [OK]

Hint: Target tracking = auto adjust to keep metric near target [OK]

Common Mistakes:

• Confusing target tracking with manual scaling
• Thinking scheduled scaling is target tracking
• Assuming target tracking disables scaling

2. Which of the following is the correct JSON snippet to define a simple scaling policy in AWS Auto Scaling?

easy

A. {"PolicyName": "ScaleOut", "PolicyType": "TargetTrackingScaling", "TargetValue": 50}

B. {"PolicyName": "ScaleOut", "PolicyType": "StepScaling", "StepAdjustments": [{"MetricIntervalLowerBound": 0, "ScalingAdjustment": 1}]}

C. {"PolicyName": "ScaleOut", "PolicyType": "SimpleScaling", "AdjustmentType": "ChangeInCapacity", "ScalingAdjustment": 2}

D. {"PolicyName": "ScaleOut", "PolicyType": "ScheduledScaling", "Schedule": "cron(0 12 * * ? *)"}

Solution

1. Step 1: Identify simple scaling policy syntax

   Simple scaling uses PolicyType "SimpleScaling" with AdjustmentType and ScalingAdjustment fields.

2. Step 2: Verify JSON options

   {"PolicyName": "ScaleOut", "PolicyType": "SimpleScaling", "AdjustmentType": "ChangeInCapacity", "ScalingAdjustment": 2} matches simple scaling syntax; others are for target tracking, step scaling, or scheduled scaling.

3. Final Answer:

   {"PolicyName": "ScaleOut", "PolicyType": "SimpleScaling", "AdjustmentType": "ChangeInCapacity", "ScalingAdjustment": 2} -> Option C

4. Quick Check:

   Simple scaling = PolicyType "SimpleScaling" [OK]

Hint: Simple scaling uses PolicyType "SimpleScaling" with adjustment fields [OK]

Common Mistakes:

• Using TargetTrackingScaling type for simple scaling
• Confusing step scaling syntax with simple scaling
• Including schedule fields in simple scaling

3. Given this step scaling policy snippet:

{
  "PolicyType": "StepScaling",
  "StepAdjustments": [
    {"MetricIntervalLowerBound": 0, "ScalingAdjustment": 1},
    {"MetricIntervalLowerBound": 10, "ScalingAdjustment": 2}
  ]
}

If the metric increases by 12 units, how many instances will be added?

medium

A. 0

B. 1

C. 3

D. 2

Solution

1. Step 1: Understand step adjustments

   Each step defines scaling for metric intervals. For metric increase of 12, check which intervals apply.

2. Step 2: Find matching step

   12 is >=10, so the second step applies with ScalingAdjustment 2.

3. Final Answer:

   2 -> Option D

4. Quick Check:

   Metric 12 >= 10 -> add 2 instances [OK]

Hint: Metric value matches highest lower bound step [OK]

Common Mistakes:

• Adding adjustments from both steps
• Choosing the first step only
• Ignoring metric intervals

4. You configured a step scaling policy but it never triggers scaling actions even when the metric crosses thresholds. What is the most likely cause?

medium

A. The scaling adjustment values are negative

B. The metric alarms are not properly linked to the scaling policy

C. The target tracking policy is overriding the step scaling policy

D. The Auto Scaling group has no instances

Solution

1. Step 1: Check alarm linkage

   Step scaling policies rely on CloudWatch alarms to trigger. If alarms are not linked, no scaling occurs.

2. Step 2: Evaluate other options

   Target tracking does not override step scaling; negative adjustments cause scale-in, not no action; no instances means no scaling needed.

3. Final Answer:

   The metric alarms are not properly linked to the scaling policy -> Option B

4. Quick Check:

   Missing alarm linkage = no scaling trigger [OK]

Hint: Step scaling needs alarms linked to trigger [OK]

Common Mistakes:

• Assuming target tracking disables step scaling
• Ignoring alarm configuration
• Confusing negative adjustment with no scaling

5. You want to keep your application's CPU usage at 50% using AWS Auto Scaling. You also want to add 2 instances if CPU usage goes above 70%, and remove 1 instance if it drops below 30%. Which combination of scaling policies should you use?

hard

A. Use a target tracking policy for 50% CPU and step scaling for adding/removing instances at 70% and 30%

B. Use only a simple scaling policy with fixed adjustments

C. Use only a target tracking policy with target 50%

D. Use scheduled scaling to add and remove instances at fixed times

Solution

1. Step 1: Understand target tracking role

   Target tracking keeps CPU near 50% automatically adjusting capacity.

2. Step 2: Understand step scaling role

   Step scaling defines specific actions when CPU crosses 70% (add 2) or 30% (remove 1).

3. Step 3: Combine policies

   Use target tracking for steady state and step scaling for aggressive changes beyond thresholds.

4. Final Answer:

   Use a target tracking policy for 50% CPU and step scaling for adding/removing instances at 70% and 30% -> Option A

5. Quick Check:

   Target tracking + step scaling = precise control [OK]

Hint: Combine target tracking for steady and step scaling for thresholds [OK]

Common Mistakes:

• Using only one policy type for all needs
• Confusing scheduled scaling with metric-based scaling
• Ignoring removal scaling actions