What is Synthetic Monitoring / Active Monitoring?
Synthetic monitoring, or active monitoring, simulates requests to applications and services to verify performance, availability and reachability. Active monitoring includes issuing requests to DNS, FTP, and API, or simulating users that are accessing an application.
Active monitoring happens in two steps. First, the monitoring software runs a test, which simulates a request with agents. The agents can be programmed to take similar actions to a website or app’s users.
Next, the monitoring software collects data on the uptime and performance of the simulated actions taken by the agents. Then, that data is displayed in a dashboard so that engineers and I.T. teams can draw insight, identify issues, resolve problems, and make improvements based on the data.
Users don’t visit just the homepage of a website or application. They click around, buy things, execute on projects, etc. Therefore, companies need to monitor those user paths and behaviors.
Many industries and verticals rely on active monitoring to learn more about these paths and behaviors. Active monitoring helps companies predict and improve user experience.
Here are some examples of user paths that different business types might monitor:
- Ecommerce — When a user adds something to their cart or the credit card transaction process.
- SaaS — The login page on both mobile and web app platforms and “free trial” sign-ups.
- Travel — The most common paths users take from the homepage through to flight confirmation page.
- News and media — Customer clicks on third-party ads displayed on various pages.
Each of the examples above are paths that directly affect a company’s revenue. This illustrates the importance of active monitoring. It's absolutely necessary for keeping customer experience and transactions smooth and working.
It’s important to note that these user paths seem front-facing, but they require data from many back-end sources that end users aren’t necessarily aware of, like DNS servers, APIs, and CDNs. These hidden parts are vital to successful user journeys and so they, too, must be monitored.
How does active monitoring work?
Active monitoring works as follows: Simulated users visit a website or application and mimic the behaviors and transactions that are common of real users. The purpose of this type of monitoring is to get a sense of what’s working (and what’s not) before your real users are impacted.
For example, let’s say you run a large retail website. You’ve just integrated a new third-party cart feature. You could use active monitoring to test if the new cart feature is working seamlessly during the checkout process. This way, you could fix any issues before you launch the latest version of your online store with the new third-party cart feature.
Why is active monitoring important?
First and foremost, active monitoring enables businesses to get ahead of issues that could impact their users. Since it uses simulated users, active tests can run around the clock to allow companies to resolve problems quickly, and often, before their users know the problems exist.
Some of the key benefits of synthetic monitoring are listed below.
Catch issues before they affect users
One of the biggest benefits of active monitoring is that it allows a company to run proactive tests on their applications and infrastructure (all the parts that make up the application). This is important because it means a company can catch a bug or an outage before their customers notice it.
For example, an ecommerce website engineer can run tests 24/7, even during off-peak hours (while customers are sleeping). In this way, they can stay ahead of potential issues.
Monitor your popular transactions
A website or application transaction is a common path taken by the user. For example, a common path of a Salesforce user would be to visit the homepage and log into the platform. Salesforce likely monitors that common transaction so that they can get ahead of any login issues for their customers.
There are many common user paths to monitor. For instance, you could monitor the process of adding items to an ecommerce shopping cart and completing credit card processing transactions. This is particularly important these days when many people are doing the majority of their shopping online.
Prepare for traffic surges
We’re all aware of the shopping craze that comes with Black Friday and Cyber Monday. Ecommerce sites, and the infrastructure behind ecommerce sites, can use synthetic monitoring to prepare themselves for traffic spikes that come from certain holidays, sales, and seasons.
A company can increase the number of active users that visit the website to mimic the traffic they expect to receive during a spike. This is called load testing. While both load testing and active monitoring are both active solutions, they serve different purposes. Load testing is performed periodically, while active monitoring should take place around the clock.
Measure service level agreements (SLAs)
SaaS companies are bound by contracts called service level agreements (SLAs). SLAs guarantee a certain level of performance to their customers.
For example, Salesforce guarantees 99.9% uptime. This means that if Salesforce falls below that uptime percentage, users are entitled to damages. which can be paid in fines or discounted rates.
With active monitoring, a company can monitor their own infrastructure to make sure they’re meeting their own SLAs with their customers. What's more, they can monitor the performance of their vendors. Companies monitor the performance of their vendors to hold the vendors accountable to their SLAs. If there’s a breach, the company can let the vendor know and take appropriate action.
Baseline and benchmark
Because active monitoring runs around the clock, it’s a great way for companies to understand the baseline performance of their applications as well as third party apps that the business relies on (like Salesforce or Office 365). Businesses can use the baselines and historical performance data to set goals and benchmarks. These goals can be both internal (to help IT teams exceed KPIs) and external (achieve X% uptime, etc.).
Test from where users are
Just as you wouldn’t take medication that hadn’t been thoroughly tested, you shouldn’t expect your customers to visit a site or use an app that wasn’t tested.
Because active monitoring mimics user behavior, it’s a great way to test an app or site before a launch or before any changes are deployed and live. Active testing is conducted from locations in which a company has a high amount of traffic or customers. For instance, if there’s a large user base in LA and New York, a company can run tests and monitor from both locations.
Answer business-critical questions
Operations isn’t the only department relying on active monitoring metrics. Executives and other departments, like product and marketing, have a stake in performance, too. Executives need monitoring data to make informed decisions with company profits. Product and marketing teams need to know which pieces of a site or app are problematic and how problems affect customers.
Active monitoring can help answer these business-critical questions:
Are key transactions and third-party components working?
A business’ worst nightmare is losing customers during the checkout process. Items in the cart, 100% intent to buy, but whoops—there’s a problem with the third-party credit card processor. Active monitoring means a company can get ahead of these problems.
Is my website up? Is my website live?
When you’ve got a solid active monitoring strategy in place, you can get ahead of outages before your users are affected. Active monitoring can also help you pinpoint which of your third-parties or which part of your infrastructure is responsible for the problem.
How’s my load speed?
When it comes to your users, speed is the new downtime. Modern consumers expect quick load times, and if you fall short of those expectations, you’re hurting their experience and your revenue.
Active monitoring and passive monitoring
We know that synthetic monitoring, or active monitoring, involves simulating user behavior to preempt any issues that occur within an application. Modern companies can use active monitoring in conjunction with real user - or passive - monitoring to improve their visibility of user experiences.
When we talk about both active and passive monitoring, it’s important to note that one is proactive and the other is reactive. Because active monitoring simulates real users to get ahead of problems, it’s considered proactive monitoring.
Proactive monitoring is beneficial because you can:
- Preempt performance issues.
- Predict expansion and budgets (i.e., if you’re going to need more storage space).
- Measure if vendors are meeting their service level agreements (SLAs).
Passive monitoring is just the opposite. It’s reactive, as you’re measuring and collecting data as behaviors and events occur in real-time, by real users.
Reactive monitoring is beneficial because you can:
- Use “true” user data to plan and improve future user experiences.
- Get alerts on problems as they happen, in real-time.
- Intervene immediately while an issue is small and containable, before it becomes a bigger problem.
Passive monitoring tracks performance data from real users accessing the application. This type of monitoring produces a large, diverse set of data as end users can use a combination of browsers (Chrome or Safari), service providers (Comcast or Verizon), and any type device (laptop or smartphone). Data reflects the “real” user experience.
IT teams implement passive monitoring by adding JavaScript tags to the site or app’s code. The tags trigger when users access the application. The tags also gather data on a variety of performance metrics.
Combining active and passive monitoring for enhanced visibility
Because active monitoring is proactive and passive monitoring is reactive, it’s best to use both in conjunction with one another. Each type of monitoring helps different companies achieve different goals:
Active monitoring can:
- Simulate a user’s journey in a controlled environment.
- Run tests at scheduled intervals to get ahead of potential issues.
- Build tests based on business-critical transactions.
Active monitoring helps:
- Reduce Mean Time to Resolve (MTTR) as the tests actively track application performance.
- Get alerts when performance metrics surpass or dip below thresholds (including downtime).
- Monitor performance before a launch of a new site, feature, or update
- Benchmark competitors.
- Track SLA breaches.
- Monitor performance of third-party vendors.
Passive monitoring can:
- Gather data from real end users in a variety of environments.
- Collect diverse data for every user accessing the application.
- Configure variables to track and collect specific data.
Passive monitoring helps:
- Capture real end user experiences from different devices, browsers, geolocations, etc.
- Correlate user engagement and business KPIs with application performance.
- Utilize historical data to predict performance trends and business outcomes.
When a company uses both types of monitoring together, they’re able to prevent outages from affecting many users and catch issues as they’re happening.
For example, Coremetrics, an analytics tool that many ecommerce giants use, experienced an outage during Black Friday 2018. The outage, although it belonged to Coremetrics, affected many ecommerce company sites that were relying on the analytics tool. The Coremetrics issue caused major latency issues for many of the large retail sites using the tool.
Latency (or slow load times) is a major cause of customer dissatisfaction. Nowadays people associate poor load time with an application being unavailable. With active and passive monitoring combined, major retailers could catch the problem and resolve it quickly, improving customer experience for thousands of potential customers during the year’s biggest sales weekend.
Conclusion
Active monitoring is a must-have for any business looking to stay ahead of potential threats to customer experience. Active monitoring is applicable to both IT teams and other departments - like product and marketing - as well as executives, who rely on monitoring data to drive decisions.