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Scaling up vs scaling out

An intro to database scalability in cloud computing

Data, data everywhere—what we talk about when we talk about scalability

Scalability in cloud computing is the ability to quickly and easily increase or decrease the size or power of an IT solution or resource. While the term scalability can refer to the capability of any system to handle a growing amount of work, when we talk about whether to scale up vs scale out, we are frequently referring to databases and data – and lots of it.

Database scalability is top of mind for modern app developers. Let's say a new app takes off – and demand for it grows from a handful of users to millions of users worldwide. One of the most important abilities to help the app developers keep pace with demand and minimise downtime is the ability to scale efficiently.

This conversation on scaling out vs scaling up focuses on the ways scalability helps us to adapt and handle the sheer volume and vast array of data, changing data volumes and shifting workload patterns – all generated from the cloud, mobile, social media and big data.

Scaling out vs scaling up

At its most basic level, database scalability can be divided into two types:

Vertical scaling, or scaling up or down, where you increase or decrease computing power or databases as needed—either by changing performance levels or by using elastic database pools to automatically adjust to your workload demands.

Horizontal scaling, or scaling out or in, where you add more databases or divide your large database into smaller nodes, using a data partitioning approach called sharding, which can be managed faster and more easily across servers.

Scaling up vertically

Vertical scaling is used when you need to react quickly to fix a performance issue that you can't resolve using classic database optimisation techniques – such as query changes or indexing. Scaling up is useful to handle spikes in your workloads where the current performance level cannot satisfy all the demands. Scaling up lets you add more resources to easily handle peak workloads. Then, when the resources are not needed any more, scaling down lets you go back to the original state and save on cloud costs.

Scale up when:

  • You see that your workloads are hitting some performance limit such as CPU or I/O limits.
  • You need to quickly react to fix performance issues that can't be solved with classic database optimisation.
  • You need a solution that allows you to change service tiers to adapt to changing latency requirements.

Scaling out horizontally

App developers start to consider scaling out or horizontal scaling when they can't get enough resources for their workloads, even operating on the highest performance levels. With horizontal scaling, data is split into several databases, or shards, across servers, and each shard can be scaled up or down independently.

How does partitioning data improve scalability? When you scale up a single database by adding resources such as virtual machines (VMs), it will eventually reach a physical hardware limit. Because data partitions are each hosted on a separate server, if you divide data across multiple shards, you can scale out a system almost limitlessly.

Some types of database technologies, most notably nonrelational or NoSQL databases, are developed with unique capabilities to scale out data horizontally by sharding—enabling them to handle large, unrelated, indeterminate, or rapidly changing data.

And, some relational (SQL) database services that originally offered services to scale up or down are beginning to offer exciting options to match the scalability advantages of nonrelational databases. Hyperscale services like Microsoft Azure SQL Database Hyperscale and Azure Database for PostgreSQL Hyperscale enable users to rapidly scale storage up to 100 TB, provide flexible, cloud-native architecture allowing storage to grow as needed, and enable nearly instantaneous backups and fast database restores in only minutes.

Scale out when:

  • You have geo-distributed applications where every app should access part of the data in the region. Each app will access only the shard associated to that region without affecting other shards.
  • You have a global sharding scenario—such as load balancing—where you have a large number of geo-distributed clients that insert data in their own dedicated shards.
  • You've maxed out your performance requirements, even in the highest performance tiers of your service, or if your data cannot fit into a single database.

Autoscaling

Autoscaling is the process of automatically and dynamically matching resources to meet the performance requirements of a system. As the volume of work grows, apps may need additional resources to maintain the necessary performance levels or meet growing demand. If demand slows down and the additional resources are no longer needed, you can save on cloud spend by having an automatic service in place to de-allocate unused resources.

Autoscaling takes advantage of the elasticity of cloud-hosted environments. It eases management overhead by reducing the need for system operators to constantly make decisions about adding or removing resources or checking the system's performance.

While there are two main ways that apps can scale—vertically or horizontally— it's less common to automate vertical scaling, because scaling up often requires making the system temporarily unavailable while it is being redeployed.

Autoscaling is more common when scaling horizontally because scaling out or in means just adding or removing instances of a resource and your app continues running without interruption as new resources are provisioned. If demand drops, resources can be shut down seamlessly without downtime and de-allocated.

Many providers of cloud-based systems, such as Microsoft Azure, support automatic horizontal scaling.

Frequently asked questions

  • A database is any collection of interrelated information that's stored and organised so that it's easier to manage and access. As new data and data types are being generated at a dizzying pace, it becomes a challenge to keep that data organised, accessible and secure. Database management systems (DBMS) – which include a layer of management tools – are often used to handle huge volumes of data.

    New database types and technologies are constantly arising to adapt to the sheer volume and vast array of data generated from the cloud, mobile, social media and big data.

    Learn more about databases
  • NoSQL databases, often referred to as nonrelational or "not only" SQL, are a diverse set of database technologies that handle data storage and retrieval differently from a traditional, relational (SQL) database.

    NoSQL databases do not require a predefined schema and are able to use multiple data models—making them extremely effective at handling high volumes of unstructured data and scaling big data database projects.

    Learn more about NoSQL databases
  • PostgreSQL is a robust, open-source database that works with relational and nonrelational querying, known for its dependability and data integrity. PostgreSQL is widely used in fields such as financial services, manufacturing, government geographic information systems, and web technology. Developers create apps with PostgreSQL, while administrators trust it to protect their data.

    Learn more about PostgreSQL
  • Caching is a common technique used by developers and IT professionals to improve the performance and scalability of a system. Caching works by temporarily copying frequently accessed data to fast storage that's located close to the app. If this fast data storage is located closer to the app than the original source, then caching can significantly improve response times for client apps by serving data more quickly. Developers often design apps to cache processed data and then repurpose the cache to serve requests faster than in standard database queries.

    Learn more about caching
  • Data sharding is a type of horizontal data partitioning that lets you divide your large database into smaller databases, which can be managed faster and more easily across servers.

    Learn more about database sharding
  • A platform as a service, often abbreviated PaaS, is a service from a cloud provider that offers an on-demand environment for app development, testing, delivery, and management. Platform as a service makes it simpler and quicker for developers to create web or mobile apps—without having to deal with setting up or managing the underlying infrastructure of servers, storage, network, and databases they need as developers.

    Learn more about PaaS

Explore cloud scalability with Azure

Discover a comprehensive approach to scaling up vs scaling out – one that fits your own scenario across on-premises, multicloud and edge environments. The Azure family of database services offers a choice of fully managed relational, NoSQL, and in-memory databases, spanning proprietary and open-source engines, to fit the needs of modern app developers.

Save time and money with automated infrastructure management – including automation solutions for scalability, availability and security.

Related products and services

Azure SQL

Family of SQL cloud databases providing flexible options for app migration, modernisation and development

Azure Cosmos DB

Fast NoSQL database with open APIs for any scale

Azure PostgreSQL

Fully managed, intelligent, and scalable PostgreSQL

Azure SQL Database

Managed intelligent SQL in the cloud

Azure SQL Managed Instance

Managed, always up-to-date SQL instance in the cloud

SQL Server on Virtual Machines

Migrate SQL Server workloads to the cloud at the lowest TCO

Azure Database for MySQL

Fully managed, scalable MySQL database

Azure Maria DB

Managed MariaDB database service for app developers

Azure Cache for Redis

Accelerate applications with high-throughput, low-latency data caching

Scale without limits with managed databases

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