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Where to Begin?
Application Portfolio Migration
Miha Kralj
mihak@amazon.com
Session Objectives
• Application Portfolio Assessment
– The decision flow, segmentation and prioritization
• Application Migration Factory
– Tools, processes and people required for mass migrations
• Cloud Transformation Framework
– Building the enterprise-wide IT transformation program
Application Portfolio Assessment
Step1:
Collecting
Application Portfolio
Inventory
Step2:
Defining
Segmentation and
Prioritization Criteria
Step 3:
Determining
Application
Migration Options
Step 4:
Creating Application
Migration Roadmap
• Conduct application
discovery workshop
• Interview application
owners
• Implement tool-based
discovery
• Profiling application
inventory
• Identifying complexity,
criticality and
preferences
• Clustering and
prioritizing
• Driven by prioritization,
skills and best
practices
• Use best patterns
• Capture inter-
dependencies
• From ‘lift and shift’ to
‘drop and shop’
• Expect complete IT
transformation
• Include IT process
changes and
organizational change
management
• Focus on new
Operations model
Application Discovery and Collection
• Semi-automated process with
automation rate improving with
experience
• Combination of AWS and partner
tooling with best practices and
custom questionnaires
• Requires light
participation/workshops with
business application owners
• Ranking is specific for each
customer/environment, but is based
on standard AWS approach
• Information collected:
– Name of the app, technical owner, business owner
– Number of systems: direct (exclusive), indirect
(dependent), non-prod (dev-test)
– Infrastructure desc (network, ports/protocols,
security, virtualizer, directory, OS)
– Information desc (database, data classification, data
exchange)
– App desc (app framework, middleware used, web
tier used, dev language)
• Automation tools:
– RISC Network – CloudScape
– ScienceLogic – CloudMapper
– ServiceNow – Service Watch
– Blue Stripe - FactFinder
Defining Segmentation and Prioritization Criteria
• Business criticality (frequency of use, size of user base, supported business
process)
– Deriving consequence factor of failure
• Technology complexity (dependencies, fragility, understandability of the app)
– Deriving probability of failure
• Sizing (how many systems, data volumes, storage size, other volumetric
requirements)
– Deriving effort of migration
• HA/DR/BCP (continuity plans, availability requirements, backup/restore
requirements)
– Deriving pre- and post-migration effort (cost of support and keeping the app current)
Application Disposition Model
Rehost
Refactor
Re-platform
Redesign
Replace
Retire/Retain
Application Maturity
& Complexity
Determining Application Migration Patterns
Discover/Assess/Prioritize
Applications
Use Migration
Tools
Transition
Production
Retain / Not
Moving
Redesign Application/
Infrastructure Architecture
App Code
Development
Purchase COTS/
SaaS & licensing
Test
Modify underlying
Infrastructure
Full ALM /
SDLC
Manual
Config
Manual
Deploy
Manual
Install
Retire /
Decommission
Determine
Migration Path
Automate
Manual Install
& Setup
Integration
Creating Application Migration Roadmap
•Architect Future
State
Infrastructure
•AWS Well
Architected
Review
•Determine
migration
pattern
•Selection of
migration
tooling
•Build migration
execution plan
•Deploy core
Infra in
Target Env
•Conduct
initial POC
migration
test-run
•On-prem
Infra
migration
readiness
•Move Data
•Current State
Assessment
•App Discovery &
Portfolio
Assessment
•App Analysis &
Prioritization
•TCO Detail
Review
•Infrastructure
Security Analysis
& Account
Governance
•Conduct
Integration/
Functional
test
•Security
Hardening
•Scalability/
Load test
•Performance
Optimization
•User
Acceptance
Test
•Support
transition
•Service
Management
•Plan Cut over
& Legacy
Decommission
•Security &
Governance
Review
•Post-migration
evaluation
•AWS Trusted
Advisor
•DevOps
Assessment
•Architect
Continuous
Integration and
Continuous
Deployment
AWSMigrationProcess
•Infrastructu
re
Integration
•Application
Integration
•Operational
Integration
•Business Vision
& Strategy
Review
•Cloud TCO
Assessment
•Cloud COE
Establishment
•AWS Education
& Awareness
•Security, Risk,
Compliance
Awareness
Plan Run (Operate)Build (Move)Strategy
Initiate
Migration Factory Framework
Application
Analysis
Migration
Planning
(Design)
Migration Integration Validation
Operate/
Optimize
Business
Strategy
& Objectives
Continuous Migration Evaluation and FeedbackContinuous Migration Evaluation and Feedback
App Migration Sprint
50% Automation 90% Automation 30% Automation
Migration Factory Framework
Prioritized
Migration List
Prioritized
Migration List
Migration
Candidates
Migration
Candidates
Migrated
Applications
Migrated
Applications
Application
Portfolio
Discovery
Migration
Initiation
· App Tech Analysis
· App Prioritization &
Selection
· Execution Plan
· Process & tools
refinement
· Capture Infrastructure
· Move Images & Data
· Perf Optimization
· Application Integration
· External Interfaces
· Operational Integration
· Technical Testing
· Secure ACL
· BU Acceptance
· Monitoring
· Optimization
· Support
· Business
Enablement
· Onboarding/Kickoff
· Portfolio
Assessment
· Collect data
Application Migration and AWS Partners
Discovery Tools
Risc Networks
ScienceLogic
ServiceNow
CopperEgg
AppDynamics
TCO Tools
Cloudamize
Apptio
CTP PaaSLane
Migration Tools
Racemi
CloudVelox
Rivermeadow
C3DNA
AppZero
Veeam
HotLink
Cloud Test Tools
SOASTA
BlaceMeter
Service Management
ServiceNow
ServiceMesh
ScienceLogic
Cloud Management Service
Cognizant – Cloud360
BMC – Cloud Lifecycle Management
InfoSys – Cloud Ecosystem Hub
Cloudnexa – vNoc
App Performance Management
New Relic
AppDynamic
CA APM
Compuware APMaaS
Cost Optimization
Cloudability
Newvem
CI/CD Orchestration
Jenkins
Puppet Labs
Ansible
Chef
Discover Plan Migrate Integrate Validate Operate Optimize
Application Migration Roadmap
Cloud Adoption Strategic Initiative
Launch and mobilize
Cloud Adoption – Service Analysis & Design
Maturity and Gap Analysis
Cloud Technology Foundation Design
IT Organization Redesign
IT Process Redesign
Application Portfolio Assessment
Cloud Adoption – Service Transition
Integrated IT Operating model
Provisioning, Migrations, Handover
Cloud Adoption – Service Operations
Monitoring, ITSM Management
SLA Management, Billing, Reporting
Cloud Adoption – Portfolio Governance
Weeks 1-4 Weeks 5-8 Weeks 9-12 Weeks 13-16 Weeks 17-20 Weeks 21-24 Weeks 25-28 Weeks 29+
Define Cloud Strategy & Team
Application Migration Team
Architecture team
Lead Architect
Migration team
Migration Lead
Operations team
Cloud
Operations Lead
PM Office
Head Scrum Master
Security Lead Networking Lead Foundation Lead Cloud Ops - Network
Storage & DB Lead
Linux compute Lead
Windows compute
Lead
Automation Lead
DevOps Lead
Project Manager
Web migration Lead
Linux app stack Lead
Win app stack Lead
Oracle DB Lead
Cloud Ops - Automation
Cloud Ops – Front-end
Cloud Tooling Lead Cloud Ops – Middleware
Cloud Ops – Database
CIO Office
Cloud Program Lead
Application Architecture Mapping
Measured elastic IT resource that can be rapidly provisioned on-demand,
such as: Object storage service
Service
A technology collection that can be transparently
obtained from collection of available stencils, such as a
LAMP stack
Stack
An aggregated IT functionality performed by
collection of various IT stacks, such as: Managed
Desktop
Workload
An ability of IT to provide value to the
business through a collection IT workloads,
such as: Line of Business Platform
IT Capability
An IT component that includes pre-defined and configured cloud
services, such as Spot instances in auto-scaling group
Stencil
PlatformServicesFoundationalServices
Networking Cloud Isolation Connectivity Elasticity Name Resolution
Security Firewall Identity & Access Auditing Encryption
Storage Object Store File Store Archiving Backup/Recovery Storage Integration
Compute General Purpose Compute optimized Memory Optimized GPU Optimized Storage Optimized
Server OS BSD Linux Windows Other
Database Relational NoSQL In-memory DB Data Warehouse
Data Integration ETL/ELT Replication Queueing Data Load MDM
AppServices
Composites Search Workflow Messaging
Mobile App Store Push Analytics Identity
Streaming TranscodingOrchestration
Data Analytics Data streaming Data Processing Data Mining Machine Learning
App Server Java PHP Python Ruby .NET Node.js
Event Processing
Content Delivery
SAP
HANA
Application Modeling Canvass
Discovery
Workshop
Cloud
Business Case
Security
Operations
Playbook
Foundational
Architecture
Definition of
Organizational
Structure
Business
Continuity
Planning
Cloud Service
Management
Security
Reference
Architecture
Cloud
Environment
Optimization
Application
Portfolio
Analysis
Cost and
Billing Analysis
Training and
Readiness
Application
Migration
Patterns
The Big Picture – Cloud Transformation
Cloud Transformation - Core Domains
Strategy and Value Domain
Identifying, analyzing and measuring the
effectiveness of IT investments that
generate the most optimal business value.
Process Domain
Managing programs and projects
to be on time, on target and
within budget, while keeping risks
at acceptable levels.
People Domain
Selecting and training IT
personnel with appropriate skills,
defining and empowering delivery
teams with accountabilities and
service-level agreements.
Maturity Domain
Analyzing, defining and anticipating demand
for and acceptance of envisioned IT
capabilities and services. (Charting the right
course)
Platform Domain
Defining and describing core architectural
principles, standards and patterns that are
required for optimal IT capabilities and
services.
Operating Domain
Transitioning, operating and optimizing the
hybrid IT environment, enabling efficient and
automated IT Service Management.
Security Domain
Applying a comprehensive and
rigorous method of describing a
structure and behavior for an
organization’s security and
compliance processes, systems
and personnel.
AWS Cloud Transformation Framework
People
Domain
Process
Domain
The CTF framework organizes and
describes all of the activities and
processes involved in planning,
creating, managing, and supporting a
modern IT service.
CTF offers practical guidance and
comprehensive guidelines for
establishing, developing and running
cloud-based IT capabilities.
It provides a structure where
business and IT can work together
towards common strategy and vision,
supported by modern IT automation
and process optimization.
Security
Domain
Maturity
Domain
Platform
Domain
Operating
Domain
Strategy
and Value
Domain
Conclusions and Recommendations
• Application migration is part of a larger picture
– Requires holistic assessment, planning and integration/transition
– Can be used to demonstrate the approach
• Disposition of each app should be value-driven
– Lift&Shift, Drop&Shop, Refactor&Rewrite
• Plan your own Cloud transformation program
– Every customer is unique, your mileage may vary

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The 2014 AWS Enterprise Summit - Where to Begin

  • 1. Where to Begin? Application Portfolio Migration Miha Kralj mihak@amazon.com
  • 2. Session Objectives • Application Portfolio Assessment – The decision flow, segmentation and prioritization • Application Migration Factory – Tools, processes and people required for mass migrations • Cloud Transformation Framework – Building the enterprise-wide IT transformation program
  • 3. Application Portfolio Assessment Step1: Collecting Application Portfolio Inventory Step2: Defining Segmentation and Prioritization Criteria Step 3: Determining Application Migration Options Step 4: Creating Application Migration Roadmap • Conduct application discovery workshop • Interview application owners • Implement tool-based discovery • Profiling application inventory • Identifying complexity, criticality and preferences • Clustering and prioritizing • Driven by prioritization, skills and best practices • Use best patterns • Capture inter- dependencies • From ‘lift and shift’ to ‘drop and shop’ • Expect complete IT transformation • Include IT process changes and organizational change management • Focus on new Operations model
  • 4. Application Discovery and Collection • Semi-automated process with automation rate improving with experience • Combination of AWS and partner tooling with best practices and custom questionnaires • Requires light participation/workshops with business application owners • Ranking is specific for each customer/environment, but is based on standard AWS approach • Information collected: – Name of the app, technical owner, business owner – Number of systems: direct (exclusive), indirect (dependent), non-prod (dev-test) – Infrastructure desc (network, ports/protocols, security, virtualizer, directory, OS) – Information desc (database, data classification, data exchange) – App desc (app framework, middleware used, web tier used, dev language) • Automation tools: – RISC Network – CloudScape – ScienceLogic – CloudMapper – ServiceNow – Service Watch – Blue Stripe - FactFinder
  • 5. Defining Segmentation and Prioritization Criteria • Business criticality (frequency of use, size of user base, supported business process) – Deriving consequence factor of failure • Technology complexity (dependencies, fragility, understandability of the app) – Deriving probability of failure • Sizing (how many systems, data volumes, storage size, other volumetric requirements) – Deriving effort of migration • HA/DR/BCP (continuity plans, availability requirements, backup/restore requirements) – Deriving pre- and post-migration effort (cost of support and keeping the app current)
  • 7. Determining Application Migration Patterns Discover/Assess/Prioritize Applications Use Migration Tools Transition Production Retain / Not Moving Redesign Application/ Infrastructure Architecture App Code Development Purchase COTS/ SaaS & licensing Test Modify underlying Infrastructure Full ALM / SDLC Manual Config Manual Deploy Manual Install Retire / Decommission Determine Migration Path Automate Manual Install & Setup Integration
  • 8. Creating Application Migration Roadmap •Architect Future State Infrastructure •AWS Well Architected Review •Determine migration pattern •Selection of migration tooling •Build migration execution plan •Deploy core Infra in Target Env •Conduct initial POC migration test-run •On-prem Infra migration readiness •Move Data •Current State Assessment •App Discovery & Portfolio Assessment •App Analysis & Prioritization •TCO Detail Review •Infrastructure Security Analysis & Account Governance •Conduct Integration/ Functional test •Security Hardening •Scalability/ Load test •Performance Optimization •User Acceptance Test •Support transition •Service Management •Plan Cut over & Legacy Decommission •Security & Governance Review •Post-migration evaluation •AWS Trusted Advisor •DevOps Assessment •Architect Continuous Integration and Continuous Deployment AWSMigrationProcess •Infrastructu re Integration •Application Integration •Operational Integration •Business Vision & Strategy Review •Cloud TCO Assessment •Cloud COE Establishment •AWS Education & Awareness •Security, Risk, Compliance Awareness Plan Run (Operate)Build (Move)Strategy Initiate
  • 9. Migration Factory Framework Application Analysis Migration Planning (Design) Migration Integration Validation Operate/ Optimize Business Strategy & Objectives Continuous Migration Evaluation and FeedbackContinuous Migration Evaluation and Feedback App Migration Sprint 50% Automation 90% Automation 30% Automation Migration Factory Framework Prioritized Migration List Prioritized Migration List Migration Candidates Migration Candidates Migrated Applications Migrated Applications Application Portfolio Discovery Migration Initiation · App Tech Analysis · App Prioritization & Selection · Execution Plan · Process & tools refinement · Capture Infrastructure · Move Images & Data · Perf Optimization · Application Integration · External Interfaces · Operational Integration · Technical Testing · Secure ACL · BU Acceptance · Monitoring · Optimization · Support · Business Enablement · Onboarding/Kickoff · Portfolio Assessment · Collect data
  • 10. Application Migration and AWS Partners Discovery Tools Risc Networks ScienceLogic ServiceNow CopperEgg AppDynamics TCO Tools Cloudamize Apptio CTP PaaSLane Migration Tools Racemi CloudVelox Rivermeadow C3DNA AppZero Veeam HotLink Cloud Test Tools SOASTA BlaceMeter Service Management ServiceNow ServiceMesh ScienceLogic Cloud Management Service Cognizant – Cloud360 BMC – Cloud Lifecycle Management InfoSys – Cloud Ecosystem Hub Cloudnexa – vNoc App Performance Management New Relic AppDynamic CA APM Compuware APMaaS Cost Optimization Cloudability Newvem CI/CD Orchestration Jenkins Puppet Labs Ansible Chef Discover Plan Migrate Integrate Validate Operate Optimize
  • 11. Application Migration Roadmap Cloud Adoption Strategic Initiative Launch and mobilize Cloud Adoption – Service Analysis & Design Maturity and Gap Analysis Cloud Technology Foundation Design IT Organization Redesign IT Process Redesign Application Portfolio Assessment Cloud Adoption – Service Transition Integrated IT Operating model Provisioning, Migrations, Handover Cloud Adoption – Service Operations Monitoring, ITSM Management SLA Management, Billing, Reporting Cloud Adoption – Portfolio Governance Weeks 1-4 Weeks 5-8 Weeks 9-12 Weeks 13-16 Weeks 17-20 Weeks 21-24 Weeks 25-28 Weeks 29+ Define Cloud Strategy & Team
  • 12. Application Migration Team Architecture team Lead Architect Migration team Migration Lead Operations team Cloud Operations Lead PM Office Head Scrum Master Security Lead Networking Lead Foundation Lead Cloud Ops - Network Storage & DB Lead Linux compute Lead Windows compute Lead Automation Lead DevOps Lead Project Manager Web migration Lead Linux app stack Lead Win app stack Lead Oracle DB Lead Cloud Ops - Automation Cloud Ops – Front-end Cloud Tooling Lead Cloud Ops – Middleware Cloud Ops – Database CIO Office Cloud Program Lead
  • 13. Application Architecture Mapping Measured elastic IT resource that can be rapidly provisioned on-demand, such as: Object storage service Service A technology collection that can be transparently obtained from collection of available stencils, such as a LAMP stack Stack An aggregated IT functionality performed by collection of various IT stacks, such as: Managed Desktop Workload An ability of IT to provide value to the business through a collection IT workloads, such as: Line of Business Platform IT Capability An IT component that includes pre-defined and configured cloud services, such as Spot instances in auto-scaling group Stencil
  • 14. PlatformServicesFoundationalServices Networking Cloud Isolation Connectivity Elasticity Name Resolution Security Firewall Identity & Access Auditing Encryption Storage Object Store File Store Archiving Backup/Recovery Storage Integration Compute General Purpose Compute optimized Memory Optimized GPU Optimized Storage Optimized Server OS BSD Linux Windows Other Database Relational NoSQL In-memory DB Data Warehouse Data Integration ETL/ELT Replication Queueing Data Load MDM AppServices Composites Search Workflow Messaging Mobile App Store Push Analytics Identity Streaming TranscodingOrchestration Data Analytics Data streaming Data Processing Data Mining Machine Learning App Server Java PHP Python Ruby .NET Node.js Event Processing Content Delivery SAP HANA Application Modeling Canvass
  • 15. Discovery Workshop Cloud Business Case Security Operations Playbook Foundational Architecture Definition of Organizational Structure Business Continuity Planning Cloud Service Management Security Reference Architecture Cloud Environment Optimization Application Portfolio Analysis Cost and Billing Analysis Training and Readiness Application Migration Patterns The Big Picture – Cloud Transformation
  • 16. Cloud Transformation - Core Domains Strategy and Value Domain Identifying, analyzing and measuring the effectiveness of IT investments that generate the most optimal business value. Process Domain Managing programs and projects to be on time, on target and within budget, while keeping risks at acceptable levels. People Domain Selecting and training IT personnel with appropriate skills, defining and empowering delivery teams with accountabilities and service-level agreements. Maturity Domain Analyzing, defining and anticipating demand for and acceptance of envisioned IT capabilities and services. (Charting the right course) Platform Domain Defining and describing core architectural principles, standards and patterns that are required for optimal IT capabilities and services. Operating Domain Transitioning, operating and optimizing the hybrid IT environment, enabling efficient and automated IT Service Management. Security Domain Applying a comprehensive and rigorous method of describing a structure and behavior for an organization’s security and compliance processes, systems and personnel.
  • 17. AWS Cloud Transformation Framework People Domain Process Domain The CTF framework organizes and describes all of the activities and processes involved in planning, creating, managing, and supporting a modern IT service. CTF offers practical guidance and comprehensive guidelines for establishing, developing and running cloud-based IT capabilities. It provides a structure where business and IT can work together towards common strategy and vision, supported by modern IT automation and process optimization. Security Domain Maturity Domain Platform Domain Operating Domain Strategy and Value Domain
  • 18. Conclusions and Recommendations • Application migration is part of a larger picture – Requires holistic assessment, planning and integration/transition – Can be used to demonstrate the approach • Disposition of each app should be value-driven – Lift&Shift, Drop&Shop, Refactor&Rewrite • Plan your own Cloud transformation program – Every customer is unique, your mileage may vary