How Does Horizontal Pod Autoscaler Evaluate Metrics in Kubernetes? A Guide for OpsNexa

As organizations like OpsNexa adopt Kubernetes for managing containerized applications, one of the most powerful features for ensuring efficiency and availability is the Horizontal Pod Autoscaler (HPA). The HPA helps Kubernetes automatically scale the number of pods in a deployment or replica set based on observed resource utilization, ensuring your applications can handle fluctuating workloads.

But how exactly does HPA evaluate metrics to determine when to scale applications up or down? This guide will dive into how the Horizontal Pod Autoscaler works in Kubernetes, the metrics it uses to make scaling decisions, and how OpsNexa can optimize their Kubernetes environments using this feature.


What is the Horizontal Pod Autoscaler (HPA)?

The Horizontal Pod Autoscaler (HPA) is a component in Kubernetes that automatically adjusts the number of pods in a deployment or replica set based on observed resource usage or custom metrics. HPA continuously monitors the performance of pods and scales them according to pre-configured thresholds for resource utilization, ensuring that applications remain responsive even under varying levels of demand.

For OpsNexa, using HPA means that your applications are dynamically scaled based on real-time demand, avoiding overprovisioning (which wastes resources) and underprovisioning (which can lead to outages or slow performance).


How Does the Horizontal Pod Autoscaler Work?

The basic operation of the HPA involves monitoring metrics like CPU utilization or memory usage and adjusting the number of pods in a deployment to match the demand.

Here’s a general flow of how the HPA works in Kubernetes:

  1. Metric Collection: The HPA collects metrics from pods through the Kubernetes Metrics Server or other metric sources.

  2. Comparison to Target: The HPA compares the collected metrics against defined target values (e.g., 50% CPU utilization).

  3. Scaling Decision: If the current metric values exceed the target threshold, the HPA triggers scaling (up or down) to maintain optimal resource usage.

This scaling is done horizontally by adding or removing pods in response to the metric evaluation.


Key Metrics Used by the Horizontal Pod Autoscaler

The Horizontal Pod Autoscaler can evaluate several different metrics to determine the scaling behavior of pods. The most common metrics used by HPA are CPU utilization and memory usage, but it can also work with custom metrics.

1. CPU Utilization

By default, the Horizontal Pod Autoscaler evaluates CPU usage as the primary metric. This is done by calculating the current CPU utilization (in percentage) of each pod and comparing it to a target value set by the user.

  • For example: If the target CPU utilization is set to 50% and the average CPU usage across all pods is 80%, the HPA will scale out (add more pods) to bring the CPU usage down toward the target.

2. Memory Utilization

Another commonly used metric is memory usage. Memory utilization can be monitored to ensure that your application is not running out of memory, which could lead to crashes or poor performance.

  • For example: If the memory usage of pods exceeds the set target value, the HPA will scale up by adding more pods to balance memory consumption.

3. Custom Metrics

While CPU and memory are the default metrics, HPA can also use custom metrics. These can include things like:

  • Request rates (RPS): If your application is serving requests, you might want to scale based on how many requests per second (RPS) are being handled by the pods.

  • Queue lengths: For applications that handle queues (like message queues), you could scale based on the length of the queue.

  • Latency or error rates: If certain performance indicators (like latency or error rates) cross predefined thresholds, HPA can trigger scaling actions.

For OpsNexa, custom metrics are particularly useful when you need fine-grained control over how your applications scale in response to non-resource-based factors.

4. External Metrics

Kubernetes can also scale based on external metrics via integrations with external services. For instance, you might use external metrics like:

  • Cloud provider load balancer metrics: Such as the number of incoming HTTP requests or response times.

  • Database connections: Scaling pods based on the number of active database connections.

These external metrics are often integrated into the Kubernetes environment using Prometheus, Datadog, or similar monitoring tools.


How Does HPA Evaluate Metrics to Make Scaling Decisions?

The Horizontal Pod Autoscaler evaluates metrics based on a target utilization value and compares the actual resource usage to this target.

  1. Metric Collection: The HPA uses the Kubernetes Metrics Server to collect CPU and memory utilization data from pods. Alternatively, HPA can also fetch custom and external metrics via integrations with monitoring systems like Prometheus.

  2. Target Utilization: The HPA operator sets a target utilization value for a metric, typically as a percentage of resource usage. For example, if the target CPU utilization is set to 50%, the HPA will aim to keep the average CPU usage of pods around 50%.

  3. Evaluation and Scaling: Every 30 seconds (by default), HPA will evaluate the current metric against the target. If the metric exceeds the target threshold, the HPA calculates the required number of pods to bring the metric back into the desired range. Similarly, if the metric is lower than the target, the HPA may scale down by terminating some pods.

  4. Scaling Logic: The scaling decision is made by calculating the required number of replicas. If the metric exceeds the target, the HPA will scale up by adding pods. If the metric is too low, it will scale down, reducing the number of pods.

  • Scaling Up Example: If the target CPU utilization is 50%, and the current CPU usage is 80%, HPA will scale up to bring the average CPU utilization closer to 50%.

  • Scaling Down Example: If the CPU usage drops below the target (say 40%), the HPA will scale down the pods to optimize resource consumption.


Factors Affecting Scaling Decisions

There are several factors that affect how the Horizontal Pod Autoscaler evaluates metrics and makes scaling decisions:

  1. Stabilization Window: HPA can use a stabilization window to prevent rapid scaling actions. This window allows time for metrics to stabilize before the HPA makes a scaling decision, preventing “flapping” (frequent scaling up and down).

  2. Scaling Limits: You can configure minimum and maximum pod replicas in the HPA. This ensures that scaling actions won’t go beyond a certain threshold, avoiding excessive pod creation that could overwhelm resources.

  3. Scaling Policy: The HPA supports scaling policies to control the rate at which pods are scaled up or down. For example, you may not want to scale up too quickly, even if the metrics exceed the target.

  4. Metrics Granularity: The granularity of the metrics also affects scaling decisions. More frequent metric evaluations result in faster responses to demand spikes but may put more load on the system.


Best Practices for Using HPA in Kubernetes

For OpsNexa, here are a few best practices to ensure the effective use of Horizontal Pod Autoscaler in your Kubernetes environment:

  1. Set Realistic Target Utilization: Make sure your target resource utilization values (such as CPU or memory) are set realistically based on your workload’s requirements. Too low a value can lead to unnecessary scaling, while too high a value might not prevent performance degradation.

  2. Use Custom Metrics for Fine-Grained Control: Leverage custom metrics to make scaling decisions based on application-specific behavior, like request rate or queue size. This can provide more intelligent scaling than simply relying on resource utilization.

  3. Monitor Scaling Behavior: Use tools like Prometheus and Grafana to monitor how HPA is scaling your application. This will help you identify any issues with scaling thresholds and adjust them accordingly.

  4. Tune Scaling Policies: Adjust the scaling policies to avoid over-scaling or under-scaling. For example, use a longer stabilization window to prevent scaling in response to temporary spikes in traffic.

  5. Test Scaling Configurations: Test how your application behaves when scaled. Simulate different traffic levels or load patterns to ensure that the scaling behavior matches your expectations.


Conclusion: Evaluating Metrics with HPA for OpsNexa

Understanding how the Horizontal Pod Autoscaler evaluates metrics in Kubernetes is key to optimizing application scaling and resource usage. By utilizing CPU, memory, custom, and external metrics, OpsNexa can dynamically scale applications based on real-time demand, ensuring high availability and efficient resource use.

Whether you are managing cloud-native applications or microservices, configuring HPA with the right metrics and settings will help you automate scaling and reduce manual intervention, making your infrastructure more agile and cost-effective.

If you have any questions about configuring HPA or other Kubernetes components, feel free to reach out to the OpsNexa team!