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Closing the Bridge Between Marketing and Technology, By Luis Fernandez

Snapshots and Rollbacks: Insurance for Engineers

Posted on September 17, 2011 By Luis Fernandez

Snapshots and rollbacks are insurance for engineers. Not fancy. Not new. Just a quiet switch that lets you take two steps forward without the fear of falling into a pit. In the last few months I have watched friends upgrade kernels inside VirtualBox, push MySQL migrations on EC2, and test OS X Lion toolchains. The pattern is always the same. The risky part is not the change itself. The risky part is not having a crisp way to go back.

We have plenty of tools right now. VMware Workstation and Fusion, VirtualBox, KVM with qcow2, ESXi for the brave, plus cloud knobs like EC2 EBS snapshots. On the desktop, Time Machine is nice for files, but it is not a clean slate for a broken dev stack. The trick is to treat snapshots and rollbacks like seat belts. You click them every time, you forget about them, and when the airbag of life goes off you are still around to deploy.

Let me frame the problem in plain words. Change is constant and blast radius grows with success. A new package, a new driver, a schema tweak, or the shiny release of vSphere that dropped this month can trip you. The cost is not just downtime. It is lost focus, a late night, and that cold feeling when staging looks nothing like prod. Snapshots and rollbacks shrink the blast radius to a click.

Three real cases you can copy today

Case 1. Local dev in a box. You run a LAMP stack inside VirtualBox or VMware. Before you try a distro upgrade or a new PHP extension, take a snapshot with a boring name like pre-php-intl. Try the upgrade. If Apache refuses to load or that one module goes missing, do not touch ten config files while your coffee gets cold. Rollback the VM to the snapshot. You are back in seconds, your mind is still fresh, and now you can try a safer path. I have done this with Ruby on Rails and RVM too. I snapshot before switching between 1.8 and 1.9. When gems fought me, I rolled back and tried a clean gemset plan. No drama.

Case 2. EC2 app with a live database. Your app sits on EC2 with EBS volumes. You want to ship a migration that touches a big table. First, freeze your world for a moment: flush tables, pause writes, take an EBS snapshot of the data volume, and tag it with date and purpose. Then run the migration. If you spot a bad query plan or your ORM did something cute, stop, detach the volume, and restore from the snapshot. You are not guessing. You are rolling back to a known point in time. I like to rehearse the whole dance on a staging copy before touching prod. It takes a half hour and saves a weekend.

Case 3. Workstation surgery without fear. You want to test OS X Lion tools or the new Xcode, or on Linux you want to try a new kernel for better suspend. Instead of gambling with your daily driver, keep your work machine clean and spin a VM for experiments. Take a base snapshot after the OS is patched and the tools you always need are in place. Each time you try something risky like the Android SDK with a new Java runtime, branch off a snapshot. If the system gets weird, roll back and try a different path. You keep moving forward without turning your laptop into a science project.

Objections I hear and what to do

Snapshots are slow and eat disk. True if you keep them forever. Keep them short lived. One per risky change, prune after success, and archive only the rare golden image. Disk is cheaper than your time.

Snapshots are not backups. Correct. A snapshot on the same host or array does not protect you from hardware loss or fat fingers that delete the whole VM. Keep offsite backups and test restores. Snapshots give you speed. Backups give you safety. You want both.

Snapshots hide real problems. Only if you use them as a crutch. You still need root cause work. The point is to keep your day afloat while you dig. Roll back to stable, open a fresh clone, and reproduce the break with a clear head.

Long chains slow IO. Yep. Do not stack ten snapshots on a VM and forget. Keep the chain short. Consolidate after you pass the risky step. ESXi, Workstation, and VirtualBox all make this easy if you do it early.

Do this this week

Pick one layer and set a rule. Snapshots and rollbacks are a habit. Start small, build trust, then expand.

  • Local VM rule: always snapshot before package upgrades or kernel changes. Name it with date and reason.
  • Database rule: for risky migrations, take an EBS or LVM snapshot during a brief write pause. Tag it clearly.
  • Server rule: keep one gold image snapshot per service. Rebuild from it monthly to prove it still works.
  • Practice rule: run a rollback drill on staging. Time it. Write the steps. Shorten them.
  • Cleanup rule: prune snapshots after a success. Keep storage lean. Keep speed high.

If you are all in on Git and think that covers you, remember this: Git saves code. Snapshots save the world your code lives in. Both matter. Together they turn scary changes into small bets.

VMware shipped big updates this month. AWS keeps making EBS faster. VirtualBox gets friendlier every release. The tools are ready. Your future self wants fewer late nights and more boring deploys. Take the snapshot. Make the change. Roll back when you must. Ship more with a calm mind.

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