Performance testing isn’t something you can slap together and figure out as you go. While you certainly can (and likely will!) adjust your approach as you move through your project, you do indeed need to sit down and get some specifics laid out around your testing effort before you begin working.
First and foremost: set expectations and goals.
Ensure everyone’s clear on why you’re undertaking the performance testing project. If you are looking to meet specific metrics for delivering your system then you’ll need to be extremely detailed and methodical in your initial coordination. Does your system have specific metrics you’re looking to meet? If so, are those metrics clearly understood – and more importantly reasonable?
Define your environment
If those same metrics are critical to your delivery, then they will also need to be defined based on a number of specific environment criteria such as exact hardware setups, network topologies, etc. These environments should be the same exact environment you recommend to your customers. If you’re telling your system’s users they need a database server with four eight-core CPUs, 32 GB of RAM, and a specific RAID configuration for the storage, then you should look to get that same hardware in place for your testing.
(A tangential topic: it’s happened more than once that a server and environment acquired for performance testing somehow gets borrowed or time-shared out to other uses. Timesharing your performance environment can be a highly effective use of expensive resources, but you’ll need to ensure nothing, absolutely nothing, is being utilized on that server once your performance runs start – you have to have dedicated access to the server to ensure your metrics aren’t being skewed by other processes.)
Agree on baseline data
Something that’s commonly overlooked is the impact of your system’s baseline dataset on your performance tests. You likely won’t get anything near an accurate assessment of a reporting or data analysis system if you’ve only got ten or thirty rows of data in your database.
Creating baseline data can be an extremely complex task if your system is sensitive to the “shape” of the data. For example, a reporting system will need its baseline data laid out across different users, different content types, different date patterns.
Often the easiest route to handle this is to find a live dataset somewhere and use that. I’ve had great success coordinating with users of systems to get their datasets for our testing. You may need to scrub the dataset to clear out any potential sensitive information such as e-mail addresses, usernames, passwords, etc.
If using a live dataset isn’t an option, you’ll need to figure out tooling to generate that dataset for you.
Determine your usage scenarios
Talk through the scenarios you want to measure. Make sure you’re looking to measure the most critical scenarios. Your scenarios might be UI driven, or they could be API driven. Steve Smith has a terrific walkthrough of a real world scenario that gives a great example of this.
Set up your tooling
Once you’ve got a handle on the things I’ve discussed above, look to get your tooling in place. Performance testing utterly relies on an exact, repeatable process. You’ll need to do a large amount of work getting everything set up and configured each time you do a perf run. Avoid doing this work manually; instead, look to tooling to do this for you. You shouldn’t rely on doing the setup manually for two reasons. One: automating setup ensures you’ll cut out any chance of human error. Two: it’s really boring.
Build servers like Hudson, Team City, or TFS can interface with your source control and get your environment properly configured each time you need to run a perf pass. Scripting tools like PowerShell, Ruby, or even good old command files can handle tasks like setting up databases and websites for you.
You’ll also need to ensure you’re setting up your tooling to handle reporting of your perf test runs. Make sure you’re keeping all the output data from your runs stored so you can keep track of your trends and history.
Change only one variable at a time. Compare apples to apples!
It’s critical you take extraordinary care with the execution of your performance testing scenarios! You need to ensure you’re only changing one variable at a time during your test passes, or you won’t understand the impact of your changes.
For example, don’t change your database server’s disk configuration at the same time you push a new build to your test environment. You won’t know if performance changes were due to the disk change or code changes in the build itself.
In a similar vein, ensure no other folks are interacting with the server during your performance run. I alluded to shared servers earlier; it’s great to share expensive servers for multiple uses, but you can’t afford for someone to be running processes of any shape or form while you’re doing your performance passes.
Profiling: Taking the simple route for great information
All the work above can seem extraordinarily intimidating. There’s a lot to consider and take in to account when moving through some of the more heavyweight scenarios I laid out in my introductory post.
That said, you can look to simpler performance profiling as a means to get great insight in to how your application is behaving. Profiling enables you to use one scenario, or a very small set, and see in a slice how your application’s behaving. Depending on the tooling you can see results of performance back to the browser, dive in to performance metrics on the server (think CPU or disk usage, for example). You may even be able to dig down in to the application’s codebase to see detailed metrics around specific components of the system.
Profiling is a great way to start building a history of your application’s performance. You can run regular profiling tests and compare the historical performance to ensure you’re not ending up with performance regressions.
Start small, start smart
As you’ve seen in this post, performance testing can be particularly complex when you’re looking to ensure high performance, reliability, and scalability. You need to approach the effort with good planning, and you need to ensure you’re not changing variables as you move through the testing.
Make sure your performance efforts get you the information you need. Start with small environments and scenarios, ensure you’ve clearly laid out your goals and expectations, and keep a careful eye out as you’re running your tests.
Jim Holmes has around 25 years IT experience. He is co-author of "Windows Developer Power Tools" and Chief Cat Herder of the CodeMash Conference. He's a blogger and evangelist for Telerik’s Test Studio, an awesome set of tools to help teams deliver better software. Find him as @aJimHolmes on Twitter.