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The energy transition: Where are we, really?
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Falling short. The energy transition, or the shift away from fossil fuels toward clean energy sources, is experiencing growing pains, write McKinsey senior partners Humayun Tai and Thomas Hundertmark and coauthors. Since the negotiation of the Paris Agreement, there’s been a persistent gap between expectations and results. Despite stakeholders’ net-zero commitments and a jump in renewable-energy capacity, the technologies that can tackle climate change are not being deployed quickly enough to reach 2030 targets.
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Time for a reset. Three issues are hampering investment: the business case for such investment is often weak; many technologies are still too costly for widespread consumer adoption; and several technologies remain in the early stages of development. To get back on track, governments, companies, and other stakeholders can revisit their decarbonization plans to ensure they are sufficient to reach targets, modify their strategies based on the changing economic and policy landscape, and mitigate potential risks from climate-related developments. Learn more about how to achieve climate goals, and explore our agenda at COP29.
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by "McKinsey Quarterly Five Fifty" <publishing@email.mckinsey.com> - 05:27 - 19 Nov 2024 -
Uber’s Billion Trips Migration Setup with Zero Downtime
Uber’s Billion Trips Migration Setup with Zero Downtime
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Maintaining uptime during system upgrades or migrations is essential, especially for high-stakes, real-time platforms like Uber's trip fulfillment system.
Uber relies on consistent, immediate responsiveness to manage millions of trip requests and transactions daily. The implications of downtime for a platform like Uber are scary: even a brief service interruption could lead to lost revenue, user dissatisfaction, and huge reputational damage.
However, Uber faced the daunting challenge of migrating its complex fulfillment infrastructure from an on-premises setup to a hybrid cloud environment.
This task not only required a deep understanding of system architecture but also an approach that could guarantee zero downtime, ensuring that millions of riders, drivers, and partners worldwide would experience uninterrupted service during the transition.
In this article, we’ll look at Uber's zero-downtime migration strategy. We’ll also learn more about the technical solutions they implemented and the challenges they faced in the process.
The Complexity of Uber’s Trip Fulfillment Platform
Uber’s fulfillment system, before it migrated to a hybrid cloud setup, was designed to handle vast amounts of real-time data and high transaction volumes.
At its core, the fulfillment system managed the interactions between millions of riders, drivers, couriers, and other service elements, processing over two million transactions per second. Some stats to describe the system’s importance are as follows:
The platform handles more than a million concurrent users and billions of trips per year across over ten thousand cities.
The platform supports billions of database transactions a day.
Hundreds of Uber microservices rely on the platform as the source of truth for the accurate state of the trips.
The architecture was organized into “pods”, where each pod was a self-contained unit of services dedicated to a particular city or geographic region. See the diagram below:
For reference, a pod is a self-sufficient unit with many services interacting with each other to handle fulfillment for a single city. Once a request enters a pod, it remains within the services in the pod unless it requires access to data from services outside the pod.
Within each pod, services were divided into “demand” and “supply” systems. The demand and supply services were shared-nothing microservices with the entities stored in Apache Cassandra and Redis key-value tables.
The demand services managed rider interactions
Supply services handled driver operations.
These services stayed synchronized using distributed transactional techniques to ensure that trip-related data remained consistent within each pod. Uber employed the saga pattern for this.
Entity consistency within each service was managed through in-memory data management and serialization.
Architectural Limitations and Scalability Issues
The initial architecture was designed to prioritize availability, sacrificing some aspects of strict data consistency to maintain a robust user experience.
However, as Uber’s operations expanded, these architectural choices created bottlenecks:
Eventual Consistency: The entire architecture was based on the thought process of trading off consistency for availability and latency. The lack of atomicity meant the need to reconcile when the second operation failed.
Multi-Entity Write Operations: When an operation had to write across multiple entities, the application layer handled this interaction using an RPC-based mechanism. The system had to constantly verify the expected and current states to fix mismatches.
Limited Scalability: The cities were sharded among one of the available pods and the size of the pod was dependent on the maximum ring size of a cluster. There was a vertical limit for scaling the pod if any of the cities crossed a threshold of concurrent trips.
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The Redesigned Architecture
In the redesigned system architecture, the Uber engineering team shifted from a distributed, in-memory setup to a more centralized, cloud-backed infrastructure.
The new system consolidated the previously separate “demand” and “supply” services into a single application layer supported by a cloud database. By moving data management to a datastore layer, the new system streamlined operations and improved scalability and consistency.
See the diagram below to understand the new architecture:
Key Solutions Implemented By Uber
While designing the new solution had its share of the complexity, the real challenge was migrating the workload to the new design.
Some of the key solutions implemented by Uber’s engineering team to achieve zero downtime migration to the new system are as follows:
1 - Backward Compatibility Layer
Uber implemented a backward compatibility layer as a core component of its zero-downtime migration strategy.
This layer served as a bridge, allowing existing APIs and event contracts to function normally while Uber transitioned to a new system architecture. By supporting the old API contracts and event schemas, the backward compatibility layer ensured that many internal and external consumers of Uber’s APIs could continue to operate without modification.
See the diagram below to understand the role of the backward compatibility layer.
Some of the benefits of the backward compatibility layer are as follows:
By keeping old API contracts intact, Uber avoided abrupt changes that could cause errors or service interruptions, ensuring a stable user experience throughout the migration.
Consumers could move to the new system at their own pace, enabling a gradual adoption of the new API endpoints without disrupting workflows.
The compatibility layer minimized the need for coordination across all API consumers, as teams could adopt the new system independently.
However, there were also some downsides to this:
Increased Complexity: Maintaining a compatibility layer added another source of complexity to the migration. Every API endpoint and event schema had to be kept consistent across both systems, leading to possible redundancy in data processing and storage.
Risk of Technical Debt: Continuing to support outdated APIs and event schemas can create long-term technical debt. If not carefully managed, the compatibility layer could lead to ongoing maintenance costs and slow down future development.
Performance Overheads: The compatibility layer could introduce performance overhead, as requests may need to be processed in both the old and new systems or converted to fit the new architecture. This can result in latency, especially in high-volume systems.
2 - Shadow Validation
Shadow validation was integrated into Uber’s high-transaction, real-time platform.
Each request sent to the old system was mirrored in the new one, and responses from both were compared on a key-value basis. Discrepancies were logged and analyzed within Uber’s observability framework, with differences captured in a dedicated observability system for further examination.
This comparison was not simply binary; Uber allowed for certain predefined tolerances and exceptions to accommodate unavoidable variances, such as transient data changes or slight delays due to processing orders.
When differences between systems arose, Uber took a two-fold approach:
Automated Logging and Alerts: Minor discrepancies within pre-approved tolerances were logged for further analysis but did not require immediate action. These were typically edge cases where slight timing differences or transient state mismatches occurred.
Manual Intervention for Critical Mismatches: If a response deviation posed a risk to user functionality or violated critical data requirements, the engineering team could prioritize it for immediate investigation. This step ensured that high-impact discrepancies were resolved quickly, reducing the chance of significant issues when the system went live.
Migration Phase
Let’s now understand how Uber carried out the migration.
1 - Pre-Rollout Preparations
Uber’s pre-rollout preparation steps were foundational to achieving a smooth, zero-downtime migration for their trip fulfillment platform.
Each step, such as shadow validation, end-to-end (E2E) testing, load testing, and database warm-up, played a critical role in minimizing potential risks and ensuring the new system would perform reliably under real-world conditions.
Some of the key activities that were performed are as follows:
End-to-End (E2E) Testing
E2E testing enabled Uber to verify the complete functionality of the new system from start to finish. It was essential to identify potential integration issues or bottlenecks.
By simulating realistic user journeys, these tests checked that all workflows, integrations, and dependencies performed as expected under different scenarios.
Load Testing
Load testing subjected the new system to simulated traffic levels that matched or exceeded actual usage, evaluating its capacity to handle high transaction volumes without degradation.
Load testing confirmed that the new system could withstand Uber’s high operational demands, from peak traffic to unexpected surges. It allowed Uber to preemptively address any performance issues, such as latency or system overload, under stress conditions.
Database Warm-Up
Database warm-up involved generating synthetic data loads to pre-fill caches and split partitions, ensuring the database was primed for full production traffic from the start.
For Uber, whose cloud database had to handle rapid scaling, database warm-up prevented “cold-start” issues by ensuring that common queries and data partitions were already optimized for performance. This step reduced the chance of initial slowdowns or resource bottlenecks during migration.
2 - Traffic Pinning and Phased Rollouts
Uber employed a traffic pinning and phased rollout strategy to migrate specific trips incrementally to the new system to reduce the risk of inconsistencies
This approach allowed Uber to gradually shift parts of its trip fulfillment platform to the new architecture.
Technical Process of Traffic Pinning and Phased Rollout
Traffic pinning ensured that each trip’s data was processed by a single system—either the old or the new—throughout its lifecycle.
This was critical for preventing data fragmentation and ensuring consistent trip updates, as each trip involves multiple interactions, such as driver updates, route changes, and fare calculations.
To achieve this, Uber developed a routing logic to “pin” ongoing trips to the system where they were initiated. Before migration, consumer identifiers for riders and drivers were recorded, enabling Uber to route each interaction related to a given trip back to its origin system, preventing mid-trip transitions that could lead to data mismatches.
This tracking persisted until the trip was completed, after which riders and drivers were gradually transitioned to the new system for future trips.
The diagram below demonstrates the concept of traffic pinning.
Source: Uber’s zero-downtime migration Initially, Uber migrated less critical or idle riders and drivers to the new system, followed by active trips in specific cities. Over time, this phased approach allowed Uber to monitor and control the migration, expanding it to cover larger segments and eventually all active users.
The key benefits of traffic pinning are as follows:
Data Consistency: Traffic pinning ensured that all interactions for a specific trip remained in the same system, preventing data inconsistencies. This consistency is essential for real-time platforms where split-second updates are crucial to the user experience.
Reduced Risk of Errors: By phasing out migrations, Uber could control and monitor each stage, identifying potential issues in a manageable scope. If an error surfaced, Uber could isolate it to a specific set of users or regions, minimizing overall impact.
Increased Stability for Users: Due to this approach, trips in progress weren’t affected by system changes, reducing the likelihood of transaction failures or incomplete updates that could disrupt users.
Key Observability and Rollback Mechanisms
Uber developed detailed dashboards and monitoring tools to track metrics like trip volume, trip completion rates, driver availability, and overall system load.
These dashboards provided visibility into performance and data consistency across both systems, allowing engineers to observe how traffic gradually drained from the old system while increasing in the new one.
The goal was that the overall aggregate metrics should remain flat. Key metrics, including transaction success rates, latency, and error rates, were monitored at city-level granularity to catch any localized disruptions.
These observability tools also enabled Uber to spot irregularities in real-time.
For example, if completion rates dropped in a specific city, engineers could quickly investigate and determine whether the issue originated from the new system. The tools flagged critical problems that could trigger a rollback for specific regions, allowing Uber to maintain stability while continuing the migration elsewhere.
The rollback mechanism was equally important.
Uber could reverse traffic flow for any region back to the old system if metrics indicated significant deviations from expected performance.
Conclusion
Uber’s zero-downtime migration approach highlights key technical strategies for complex, large-scale migrations.
By implementing a backward compatibility layer, Uber maintained service continuity, allowing gradual, flexible transitions for its consumers.
The shadow validation and traffic pinning techniques ensured data consistency and stability, while observability and rollback mechanisms provided real-time insights and controlled reversibility in case of issues. These strategies allowed Uber to minimize user impact while migrating critical components.
Despite its success, Uber’s approach faced challenges, such as the high infrastructure demand of maintaining dual systems and the complexity of managing large-scale observability.
References:
Uber’s Fulfillment Platform: Ground-up Rearchitecture to Accelerate Uber’s Go/Get Strategy
Building Uber’s Fulfillment Platform for Planet-Scale Using Spanner
Uber's Blueprint for Zero-Downtime Migration of Complex Trip Fulfillment Platform
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