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Platform Engineering Basics Cheat Sheet

Platform Engineering Basics Cheat Sheet

Internal developer platform fundamentals covering golden paths, IDPs, self-service tooling, and platform-as-product concepts.

2 PagesIntermediateJun 1, 2026

Core Concepts

Foundational vocabulary for platform engineering and internal developer platforms.

  • IDP (Internal Developer Platform)- the self-service layer platform teams build on top of raw infra (Kubernetes, cloud, CI/CD)
  • Golden path- an opinionated, supported way to do a common task (e.g. deploy a new service) that's easier than going off-road
  • Platform as a product- treating internal developers as customers, with roadmaps, docs, and feedback loops
  • Cognitive load reduction- the core value metric: how much infra/ops knowledge a developer needs to hold to ship
  • Service/software catalog- a discoverable inventory of services, owners, and their metadata (e.g. Backstage catalog)
  • Self-service provisioning- developers request infra (DBs, queues, envs) via templates without filing tickets

Backstage Software Template (Scaffolder)

A minimal golden-path template developers can invoke to create a new service.

yaml
apiVersion: scaffolder.backstage.io/v1beta3kind: Templatemetadata:  name: node-service  title: New Node.js Service  description: Scaffolds a service with CI, Dockerfile, and a k8s manifestspec:  owner: platform-team  type: service  parameters:    - title: Service details      properties:        name:          type: string        owner:          type: string  steps:    - id: fetch      name: Fetch skeleton      action: fetch:template      input:        url: ./skeletons/node-service        values:          name: ${{ parameters.name }}    - id: publish      name: Publish to GitHub      action: publish:github      input:        repoUrl: github.com?owner=acme&repo=${{ parameters.name }}    - id: register      name: Register in catalog      action: catalog:register      input:        catalogInfoUrl: '${{ steps.publish.output.repoContentsUrl }}/catalog-info.yaml'

Crossplane Claim (Self-Service Infra Provisioning)

A developer-facing claim that provisions cloud infra through a platform-defined abstraction.

yaml
apiVersion: platform.acme.com/v1alpha1kind: PostgresInstanceClaimmetadata:  name: checkout-db  namespace: team-checkoutspec:  parameters:    size: small    version: "16"    backupRetentionDays: 7  compositionSelector:    matchLabels:      provider: aws

Common Tooling

Tools frequently used to build an IDP.

  • Backstage- CNCF open-source developer portal for catalogs, templates, and TechDocs
  • Crossplane- Kubernetes-native control plane for composing cloud infra into self-service APIs
  • Humanitec / Port / Cortex- commercial IDP and scorecarding platforms
  • Score- a workload spec standard for describing app requirements independent of the target platform
  • Argo CD / Flux- GitOps engines that reconcile the platform's declared state onto clusters
Pro Tip

Measure platform adoption by opt-in usage of the golden path, not by mandate compliance — if developers route around your paved road for a legitimate use case, that's a signal to widen the road, not to add more enforcement.

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