Lesson 3 - Operating Systems and Virtualization

Software Engineering • Module 5

Operating Systems
and Virtualization

Lesson 3 | Prof. Afonso Brandão

Processes & Threads

Memory Management

Docker Hub Images

Multi-Env Dockerfiles

Staged Docker Up

JPA Verification

Docker Compose

Infra as Docs

OS Fundamentals

The software layer between hardware and applications

Core Responsibilities

Process management — scheduling CPU time
Memory management — RAM allocation, virtual memory
File system — storage abstraction
I/O management — devices and drivers
Security — user permissions, isolation

Process vs Thread

Process: independent execution unit with its own memory space.

Thread: lightweight unit within a process, shares memory and can communicate faster, but introduces race conditions and synchronization concerns.

VMs vs Containers

Two approaches to isolation and portability

Virtual Machines

Full operating system per VM
Strong isolation through the hypervisor
Heavier disk and memory footprint
Good for strong environment separation

Containers

Share the host operating system kernel
Process-level isolation with namespaces and cgroups
Lightweight startup and deployment
Excellent for packaging application environments

          Containers are not replacements for every VM use case. Production environments often combine both strategies.
        

Testing Smaller Machines

Docker can simulate constrained environments with RAM and vCPU limits

What Docker Controls

Memory limit to emulate low-RAM machines
CPU quota to emulate fewer vCPUs
cgroups enforce these limits on the host
Useful for dev, staging, CI, and troubleshooting

Why It Matters

Instead of testing only on your powerful laptop, you can ask: "Would this app still behave correctly on a 512 MB, half-core machine?"

              Docker is not only for packaging apps. It also helps reproduce infrastructure constraints before production.
            

Resource Limit Commands

Simple flags for RAM and CPU-constrained tests

Examples

docker run --rm --memory="512m" --cpus="0.5" myapp:dev

docker run --rm --memory="1g" --cpus="1.0" -p 8080:80 myapp:staging

services:
  app:
    image: myapp:dev
    mem_limit: 512m
    cpus: 0.5

--memory caps available RAM for the container
--cpus limits the CPU time the container can consume
Compose can persist the same test profile for the whole team

What To Validate Under Limits

Behavior, resilience, and performance on constrained infrastructure

Observe

Slow startups and degraded response time
Out-of-memory crashes and restart loops
Excessive GC, queue buildup, or timeouts
Thread pools or workers competing for few CPU slices

Good Use Cases

Validate sizing assumptions before cloud deployment
Reproduce incidents seen only in small instances
Compare app behavior across dev, staging, and production profiles
Catch performance regressions earlier in CI

Docker in Practice

Build, ship, and run applications consistently

Core Concepts

Image — immutable template
Container — running instance
Registry — storage for images
Volume — persistence outside the container
Network — communication layer

Essential Commands

docker build -t myapp:1.0 .
docker run -p 8080:80 myapp:1.0
docker ps
docker stop <id>
docker logs <id>

Writing a Dockerfile

Defining the runtime environment as code

TypeScript Example

FROM node:20-alpine

WORKDIR /app

COPY package*.json ./
RUN npm ci

COPY . .
RUN npm run build

EXPOSE 3000

CMD ["node", "dist/main.js"]

Best Practices

Use smaller base images when possible
Copy dependency files before source code to leverage cache
Keep one main process per container
Never store secrets in the image
Use .dockerignore to reduce build context

Docker Hub: Image Types

Understanding image sources and trust levels

1. Official Images

Maintained by Docker and verified publishers. Highest trust level.

docker pull python:3.12-slim
docker pull node:20-alpine
docker pull postgres:16

✅ Security patches, updated regularly, documented

2. Verified Publisher Images

From verified organizations on Docker Hub.

docker pull mysql/mysql-server:8.0
docker pull mongo/mongodb-community-server:latest

✓ Verified source, organization-maintained

3. Community Images

Created by users. Use with caution — verify before production.

docker pull someuser/custom-app:1.0

⚠️ Review Dockerfile, check stars/downloads, verify security

Multi-Environment Dockerfiles

Separate configurations for dev, staging, and production

Development Dockerfile

# Dockerfile.dev
FROM node:20-alpine

WORKDIR /app

# Install dev dependencies
COPY package*.json ./
RUN npm ci

# Copy source for live editing
COPY . .

# Enable hot reload
ENV NODE_ENV=development
ENV DEBUG=true

EXPOSE 3000

CMD ["npm", "run", "dev"]

          🎯 Dev: Debug tools, hot reload (ts-node/nodemon), verbose logging, test dependencies
        

Staging Environment

Pre-production validation with realistic constraints

Staging Dockerfile

# Dockerfile.staging
FROM node:20-alpine

WORKDIR /app

# Production dependencies only
COPY package*.json ./
RUN npm ci --only=production

# Copy pre-built application
COPY dist ./dist

# Staging-specific settings
ENV NODE_ENV=staging
ENV LOG_LEVEL=info
ENV ENABLE_PROFILING=true

EXPOSE 3000

CMD ["node", "dist/main.js"]

🎯 Staging: Production-like, profiling enabled, integration tests ready

Production Dockerfile

Optimized, secure, and minimal footprint

Multi-Stage Production Build

# Dockerfile.prod
# Stage 1: Build
FROM node:20-alpine AS builder

WORKDIR /app
COPY package*.json ./
RUN npm ci

COPY . .
RUN npm run build

# Stage 2: Runtime
FROM node:20-alpine

# Non-root user for security
RUN addgroup -g 1001 -S nodejs && \
    adduser -S nodejs -u 1001

WORKDIR /app

# Copy only production dependencies and build
COPY package*.json ./
RUN npm ci --only=production && npm cache clean --force
COPY --from=builder /app/dist ./dist

RUN chown -R nodejs:nodejs /app

USER nodejs

# Production settings
ENV NODE_ENV=production
ENV LOG_LEVEL=warn

EXPOSE 3000

CMD ["node", "dist/main.js"]

🎯 Production: Multi-stage, non-root user, minimal image, optimized workers

Docker Up: Staged Workflow

Step-by-step verification before full deployment

Stage 1: Load & Build Verification

# Build and verify image creation
docker build -f Dockerfile.dev -t myapp:dev .

# Check image layers and size
docker history myapp:dev
docker images myapp:dev

# Verify TypeScript compilation
docker run --rm myapp:dev npm run build

✅ Verify: Build succeeds, no TypeScript errors, expected image size

Stage 2: Container Startup Tests

Validate container initialization and health

# Run with health check
docker run -d --name myapp-test \
  -p 3000:3000 \
  --health-cmd="curl -f http://localhost:3000/health || exit 1" \
  --health-interval=10s \
  --health-retries=3 \
  myapp:dev

# Check container status
docker ps
docker logs myapp-test

# Test health endpoint
curl http://localhost:3000/health

✅ Verify: Container starts, health check passes, no crash loops

Stage 3: Business Rules & JPA Verification

Infrastructure requirements as business constraints

TypeORM / Prisma Infrastructure Checks

# Database connectivity test
docker run -d --name postgres-db \
  -e POSTGRES_DB=myapp \
  -e POSTGRES_USER=admin \
  -e POSTGRES_PASSWORD=secret \
  -p 5432:5432 \
  postgres:16

# Run migration verification (TypeORM)
docker run --rm \
  --link postgres-db:db \
  -e DATABASE_URL=postgresql://admin:secret@db:5432/myapp \
  myapp:dev npm run typeorm migration:run

# Verify entity mappings (Prisma)
docker run --rm \
  -e DATABASE_URL=postgresql://admin:secret@db:5432/myapp \
  myapp:dev npx prisma db pull

# Validate schema sync
docker run --rm \
  -e DATABASE_URL=postgresql://admin:secret@db:5432/myapp \
  myapp:dev npm run schema:validate

          🎯 Verify: Database connection, migrations, entity mappings, relationship constraints
        

Business Rules Checklist

Infrastructure requirements tied to domain logic

Data Integrity

Unique constraints — emails, usernames
Foreign keys — referential integrity
Not null — required fields validation
Data types — correct column types

Transaction Management

ACID compliance — atomic operations
Rollback on failure — error handling
Isolation levels — concurrency control
Locking strategies — optimistic/pessimistic

# Run integration tests
docker run --rm \
  --link postgres-db:db \
  -e DATABASE_URL=postgresql://admin:secret@db:5432/myapp \
  myapp:dev npm run test:integration

Stage 4: Full Stack Verification

End-to-end testing in containerized environment

Docker Compose for Complete Stack

# docker-compose.test.yml
version: '3.8'
services:
  db:
    image: postgres:16
    environment:
      POSTGRES_DB: myapp
      POSTGRES_USER: admin
      POSTGRES_PASSWORD: secret
    healthcheck:
      test: ["CMD-SHELL", "pg_isready -U admin"]
      interval: 10s
      retries: 5
  
  app:
    build:
      context: .
      dockerfile: Dockerfile.dev
    ports:
      - "3000:3000"
    environment:
      DATABASE_URL: postgresql://admin:secret@db:5432/myapp
    depends_on:
      db:
        condition: service_healthy
  
  test:
    build:
      context: .
      dockerfile: Dockerfile.dev
    command: npm run test:e2e
    environment:
      DATABASE_URL: postgresql://admin:secret@db:5432/myapp
    depends_on:
      - db

          🎯 Run: docker-compose -f docker-compose.test.yml up --abort-on-container-exit
        

Docker as Documentation

Infrastructure requirements as living documentation

Why Dockerize Early?

Requirement validation — Dockerfile exposes dependencies early
Environment consistency — dev = staging = production
Onboarding — new developers run docker-compose up
CI/CD readiness — same containers in pipelines

          💡 Docker is not just deployment — it's executable documentation of your infrastructure requirements and business constraints.
        

Questions?

Next: Security in Web and Cloud Systems

Sobre este encontro

Operating Systems and Virtualization · Prof. Afonso

Objetivo de aprendizagem

Ao final do encontro, o estudante deve ser capaz de aplicar ao projeto os conceitos de Operating Systems and Virtualization. Escopo do encontro: Virtualizacao, containers e gerenciamento de recursos em sistemas operacionais modernos.

Estratégia do encontro

Exposição dialogada dos conceitos, alternada com aplicação guiada ao projeto do grupo, e fechamento com verificação do entendimento.

Estrutura do encontro

Lesson Goal
1) Operating System Fundamentals
2) Virtual Machines vs Containers
3) Simulating Smaller Machines with Docker
4) Docker Hub: Image Types and Trust Levels
5) Multi-Environment Dockerization Strategy
6) Development Dockerfile
7) Staging Dockerfile