IBM Cloud Professional SRE study materials
IBM Cloud Professional SRE study resources

IBM Cloud Professional SRE cheat sheet

IBM Cloud Professional SRE · Keep the key ideas within reach.

Quick reference

Site Reliability Engineering Foundations

  • SLI is a quantitative measure of service behavior (e.g., request latency, error rate); SLO is a target range for that SLI; SLA is a contractual commitment with consequences.

  • Error budget = 1 − SLO. A 99.9% availability SLO over 30 days allows about 43.2 minutes of full unavailability (0.001 × 43,200 min).

  • Burn rate = observed error rate ÷ (1 − SLO). A burn rate of 1 exactly exhausts the budget at the end of the SLO window; 14.4× exhausts 2% of a 30-day budget in one hour.

  • Toil is manual, repetitive, automatable, tactical work with no enduring value; SRE teams typically cap toil near 50% of effort and spend the remainder on engineering.

  • MTTR decomposes into detect, acknowledge, diagnose, repair, and verify time; reducing detection and diagnosis latency usually yields the largest reliability gains.

  • Availability of serial dependencies multiplies: 0.999 × 0.999 × 0.999 ≈ 0.997. Redundancy in parallel raises availability only if failures are not correlated.

  • Service tiers drive SLO strictness: a Tier 1 customer-facing service commonly targets 99.9%–99.99%, while internal batch tooling may target 99% or less.

  • Blameless postmortems record timeline, contributing factors, detection gaps, and action items with owners and due dates; the goal is systemic fix, not individual fault.

Quick reference

Monitoring, Observability, and Incident Response

  • The three pillars are metrics (aggregated numeric time series), logs (discrete timestamped events), and traces (request paths across services); IBM Cloud Monitoring provides metrics and IBM Cloud Logs provides log analysis.

  • Four golden signals: latency (separate successful vs failed), traffic, errors, and saturation. USE method (utilization, saturation, errors) fits resources; RED method (rate, errors, duration) fits request-driven services.

  • Prometheus-style alerting uses alert rules over time-series expressions; alert on symptoms (SLO burn) for pages and on causes (CPU, disk) for tickets.

  • Multi-window multi-burn-rate alerting: page on 14.4× over 1h and 6× over 6h; ticket on 3× over 1d and 1× over 3d, reducing false pages.

  • Trace context uses W3C traceparent headers to propagate trace ID and span ID; sampling decisions should be recorded in the trace flags byte.

  • Incident severity levels (SEV1–SEV4) map to response times and communication cadence; a SEV1 typically requires an incident commander, scribe, and comms lead.

  • IBM Cloud Activity Tracker records account-level API audit events (who did what, when, from where) and forwards to IBM Cloud Logs or Object Storage for retention.

  • Dashboards should show SLO attainment and error-budget remaining first; per-pod CPU graphs belong in drill-down views, not top-level pages.

Quick reference

Automation and Infrastructure as Code

  • Terraform workflow: init (download providers), plan (diff desired vs state), apply (execute), destroy. State must be stored remotely with locking to prevent concurrent applies.

  • IBM Cloud provider for Terraform exposes resources such as ibm_resource_instance, ibm_is_instance, and ibm_container_vpc_cluster; the IBM Cloud Schematics service runs Terraform as managed workspaces.

  • Idempotency means re-running automation converges to the same state; scripts that append or increment are not idempotent and break repeated runs.

  • Immutable infrastructure replaces instances rather than patching them in place, eliminating configuration drift and making rollback a redeploy of a known image.

  • GitOps uses a Git repository as the single source of truth; a controller continuously reconciles cluster state to the committed manifests.

  • Secrets must never be committed to Git; use IBM Cloud Secrets Manager or Key Protect and inject at runtime via environment or mounted volume.

  • CI pipeline stages: build, unit test, static and dependency scan, image build, image vulnerability scan, sign, deploy to staging, integration test, promote to production.

  • Blue-green deploys switch traffic between two identical environments; canary deploys shift a small percentage of traffic first and require automated rollback on SLO breach.

Quick reference

IBM Cloud Platform Operations and Architecture

  • Account hierarchy: an IBM Cloud account contains resource groups; access is granted via IAM policies scoped to account, resource group, or a specific resource instance.

  • Regions are independent geographic areas (e.g., us-south, eu-de, jp-tok); a zone is an isolated fault domain inside a region. Multi-zone deployment is the baseline for high availability.

  • VPC infrastructure provides subnets per zone, security groups (stateful, instance-level) and network ACLs (stateless, subnet-level); both must permit traffic for it to flow.

  • IBM Cloud Kubernetes Service and Red Hat OpenShift on IBM Cloud provide managed control planes; worker nodes live in customer VPC subnets and are billed per worker.

  • IBM Cloud Object Storage uses buckets and supports Standard, Vault, Cold Vault, and Flex tiers; immutability and retention policies support compliance use cases.

  • IBM Cloud Databases (e.g., PostgreSQL, MongoDB) are managed resource instances; backups and point-in-time recovery are configured per service and should be tested by restore drills.

  • Direct Link provides private connectivity from on-premises to IBM Cloud; transit gateway interconnects VPCs and classic infrastructure without full-mesh peering.

  • Resource instances are created inside a resource group and a region; deleting a resource group deletes contained resources, so use separate groups per environment.

Quick reference

Reliability Engineering, Capacity, and Performance

  • Design for N+1 or N+2 redundancy so a single zone or node failure does not reduce capacity below peak demand; validate with failure injection.

  • Capacity headroom rule: provision for peak load plus a safety margin (commonly 30%–50%) and scale on a leading indicator such as queue depth or request rate, not CPU alone.

  • Horizontal Pod Autoscaler scales replicas on metrics; Vertical Pod Autoscaler adjusts requests/limits; cluster autoscaler adds worker nodes when pods are unschedulable.

  • Little's Law: L = λ × W (concurrent requests = arrival rate × time in system). Use it to size connection pools and thread pools from latency targets.

  • Load test types: smoke (minimal), load (expected peak), stress (beyond peak to find breaking point), soak (hours to reveal leaks), spike (sudden burst).

  • Percentile latency (p95, p99) reveals tail behavior hidden by averages; set SLOs on percentiles because a mean can look healthy while 1% of users time out.

  • Chaos experiments should have a steady-state hypothesis, a bounded blast radius, and an automatic abort; run them in production only after staging validation.

  • Backup reliability requires documented RPO and RTO, restore testing at a defined cadence, and verification that restored data matches expected checksums.

Quick reference

Security, Compliance, and Governance

  • IAM policy = subject (user, service ID, access group) + role + scope (account, resource group, resource). Least privilege means scoping to the narrowest resource and lowest sufficient role.

  • IBM Cloud IAM roles: platform roles (Viewer, Editor, Operator, Administrator) govern resource management; service roles (Reader, Writer, Manager) govern data-plane access.

  • Key Protect and Hyper Protect Crypto Services manage encryption keys; envelope encryption wraps data keys with a root key held in a hardware security module.

  • Activity Tracker events feed compliance evidence; configure a route to Object Storage with retention matching the audit requirement (often one year or more).

  • Vulnerability management lifecycle: inventory, scan, prioritize by exploitability and exposure, remediate within SLA by severity, then verify closure.

  • Compliance frameworks (SOC 2, ISO 27001, PCI DSS, HIPAA) impose different controls; map each control to an implemented, tested, and evidenced mechanism.

  • A service ID with an API key is the standard identity for automation; rotate keys on a schedule and store them in Secrets Manager, never in code or config files.

  • Security groups and network ACLs implement defense in depth; audit rules deny-all by default and allow explicit ports, protocols, and sources only.