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Getting an Open Systems Cloud Strategy
                                                  Right the First Time




                                                  David S. Linthicum
                                                  CTO, Blue Mountain Labs
                                                  Email: david@bluemountainlabs.com


                                                  August 29, 2012

© 2012 Blue Mountain Labs, A Bick Group Company                                       August 29, 2012| Page 1
Abstract:

The ability for enterprise IT to effectively leverage cloud computing means a
transformational change in the way that IT thinks about and executes system
design, development, and implementation. For many organizations, there is still
much confusion around technical approaches, including the proper use of open
systems technology. Those who sell highly proprietary technology are creating
both hype and confusion. In many instances, the proper approaches get pushed
to the back of the room.

This presentation will take the mystery out of both cloud computing, and the
proper fit and function of open systems technology when building a cloud
computing strategy. Instead of mere theory, this session will guide you through a
step-by-step process for understanding your own requirements, creating the
business cases, and selecting the right technology that will lead your enterprise
to success in the cloud.




© 2012 Blue Mountain Labs, A Bick Group Company                      August 29, 2012| Page 2
Where To Find Out More




     Slides available:



© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 3
Where to find me.

•      @DavidLinthicum
•      david@bluemountainlabs.com
•      www.bluemountainlabs.com
•      www.davidlinthicum.com
•      http://www.linkedin.com/in/davidlinthicum



•      Grab a card after the presentation.
© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 4
Geek Level for this Presentation




Your Grandparents that                            Systems Programmer and
are Still Using AOL Dialup                        Dungeon Master




© 2012 Blue Mountain Labs, A Bick Group Company            August 29, 2012| Page 5
Setting the Stage




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 6
© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 7
Source: Chander Khanna
© 2012 Blue Mountain Labs, A Bick Group Company           August 29, 2012| Page 8
The fight begins…




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 9
…and, things are getting crowded.




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 10
“Inside Baseball”

•      Watch…
         the number of offerings out there, and the quality of the
         distributions.
         the hype, what’s real versus perception.
•      Understand…
        that rigorous testing is required, before implementation.
        your own security requirements.
        that you may be mixing and matching technology.
        the roadmap for each product.
        the near-term and long-term costs.

© 2012 Blue Mountain Labs, A Bick Group Company           August 29, 2012| Page 11
Why You Should Care




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 12
Most Open System Cloud-Based Systems are
Lacking Architecture




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 13
© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 14
The results:
•      Inefficient utilization of resources.
•      Resource saturation.
•      Lack of elasticity and scalability.
•      Lack of security and governance.
•      Frequent outages.
•      Bad or no tenant management.
•      Other very bad things.




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 15
Common Mistakes

•      Not understanding how to make architectures
       scale.
•      Not dealing with tenant management issues.
•      Not understanding that security is systemic.
•      Not understanding the proper use of services.
•      Tossing technology at the problem.
•      Listening to the wrong people.
•      Managing-by-magazine.


© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 16
The Multitenant Thing
•       No two multitenant
        architectures are alike.
•       Needs to be effective in the
        context of the problem.
•       Needs to leverage best
        architecture practices.
•       Needs to practice isolation and
        protection.

                  “With a multitenant architecture, a software application is
                  designed to virtually partition its data and configuration so
                  that each client organization works with a customized virtual
                  application instance.”
                                   Source: Wikipedia
    © 2012 Blue Mountain Labs, A Bick Group Company                      August 29, 2012| Page 17
© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 18
ABCs of Multitenancy




  Amazon Machine Images

                                                  Source: Steve Bobrowski
© 2012 Blue Mountain Labs, A Bick Group Company                      August 29, 2012| Page 19
Virtualization is Not Always a Requirement




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 20
The Big Picture




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 21
Objective

Provide                                           Examine              Create
a future vision for                               the infrastructure   a starting point to
how the cloud can be                              aspect of cloud      identifying potential
adopted within the                                technologies to      open source vendors
enterprise to                                     determine a path     that may be a fit to
increase agility and                                                   the needs of of the
drive innovation                                                       enterprise to build a
                                                                       solution




    1 2 3
© 2012 Blue Mountain Labs, A Bick Group Company                                       August 29, 2012| Page 22
The Journey to the Cloud



                    Tactical IT Efficiency         Leveraging Shared Services                IT-as-a-Service
                             Lower Costs              Improve Quality of Service              Improve Agility

                                                                                   85%                                  95%
% Efficiency


                                                            50%
                                                                                         Platinum
                                                                                                    Gold
                                             30%

                                IaaS
                   15%

                                                                                         Run IT as a Business


            Manual Provisioning                                                           Self-Service Provisioning

© 2012 Blue Mountain Labs, A Bick Group Company                                                       August 29, 2012| Page 23
Actions to Support an Open Systems Cloud
Strategy
Optimize                          Identify          Build and            Build a Lab          Establish a
the Current                       Candidate Cloud   Communicate          and conduct          Center of Excellence
Environment                       Opportunities     a Project Plan       POC’s                  Designate a cross-
Optimize the current Identify cloud                 Communicate with Experiment with            functional team to
IT environment        services                      the BUs about         and pilot various     monitor continually
with the goal of      opportunities                 cloud services and services, both           which new services,
providing an internal based on business             the roadmap and       internal and          providers, and
set of cloud services needs, value                  process for           external, to identify standards are in this
and enabling the      proposition, and              incorporating them where the real           space and determine
incorporation of      the ability to                into the              issues will arise.    if they affect the
external services.    adopt/support                 architecture,         This will be          roadmap. This will be
This will be the      those services.               whether the           the lab.              the sensing and
services. roadmap     This will be the              services are                                strategy-evolution
                      services portfolio            internal or external.                       function.
                                                    This will be the
                                                    communication
                                                    plan.




 1 2345
© 2012 Blue Mountain Labs, A Bick Group Company                                                  August 29, 2012| Page 24
How You Should Proceed




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 25
IaaS Building Blocks
  This is a logical framework for IaaS and all of these components need to exist. Use this as a
  framework of understanding to evaluate the core components of an open IaaS product. For each area
  identified, there are dozens of requirements that must be defined-



                                                      Monitoring and Management Services
  Management & Service Governance




                                    Use-Based Accounting          Provisioning             Tenant Management
         Security & Identity




                                          Services                  Services                    Services
             Services




                                                                 APIs/Services



                                            Database Services                     File System Services



                                                    Primitives: Network, Storage and Compute



© 2012 Blue Mountain Labs, A Bick Group Company                                                  August 29, 2012| Page 26
Gather the Requirements for the Cloud

Step 1: Define core primitive services.
Requirements:
  1. Storage capacity requirements

  2. Storage growth requirements

  3. Existing technology analysis

  4. Security planning

  5. Governance planning

  6. Existing network analysis

  7. Elasticity requirements

  8. Integration requirements

  9. Management requirements

  10. API service design

  11. ..…..

  12. …….


                                                  Primitive Services: Network, Storage and Compute


© 2012 Blue Mountain Labs, A Bick Group Company                                     August 29, 2012| Page 27
Gather the Requirements for the Cloud

Step 2: Define database and file systems services, as well as access service/APIs.
Requirements:
 1. Use cases

 2. Data growth

 3. Security planning

 4. File system growth

 5. File system performance

 6. API/service implementation

 7. Database service analysis

 8. Migration planning                                  APIs/Services
 9. Database performance

 10. File system security requirements

 11. …..
                                         Database Services        File System Services
 12. …..


                                                  Primitive Services: Network, Storage and Compute


© 2012 Blue Mountain Labs, A Bick Group Company                                     August 29, 2012| Page 28
Gather the Requirements for the Cloud

Step 3: Define approaches and technology for use-based accounting, provisioning
services, and tenant management services.
Requirements:
 1. Accounting use cases

 2. Governance planning

 3. Service management

 4. Tenant management requirements
                                        Use-Based                           Tenant
 5. Provisioning use case planning                      Provisioning
                                       Accounting                         Management
                                                          Services
 6. Provisioning security                Services                           Services
 7. Cost models                                        APIs/Services
 8. Tenant management approaches

 9. Integration planning

 10. Migration planning
                                        Database Services        File System Services
 11. …..

 12. …..
                                                  Primitive Services: Network, Storage and Compute


© 2012 Blue Mountain Labs, A Bick Group Company                                     August 29, 2012| Page 29
Gather the Requirements for the Cloud

Step 4: Define monitoring and management services.
Requirements:
 1. Use cases monitoring

 2. Use cases management

 3. BC/DR requirements
                                          Monitoring and Management Services
 4. BC/DR planning

 5. Compliance requirements
                                      Use-Based                           Tenant
                                                      Provisioning
 6. Auditing requirements             Accounting                        Management
                                                        Services
 7. Management interface requirements  Services                           Services
 8. Security planning                                APIs/Services
 9. Integration with governance

 10. Integration with security

 11. …..
                                      Database Services        File System Services
 12. …..


                                                  Primitive Services: Network, Storage and Compute


© 2012 Blue Mountain Labs, A Bick Group Company                                     August 29, 2012| Page 30
Gather the Requirements for the Cloud
Step 5: Define Security, Identity Management and Service Governance
Requirements:
 1. Compliance planning

 2. Governance approach
                                                       Monitoring and Management Services




                                                  Management & Service Governance
 3. Approaches to encryption

 4. Identity design
                                                   Use-Based                              Tenan
 5. Integration with existing directory                              Provisioning
                                                  Accounting                           Managem




                                                        Security & Identity
     management                                                        Services
                                                    Services                             Servic
 6. Policy requirements




                                                             Services
                                                                   APIs/Services
 7. Policy design

 8. Policy implementation planning

 9. Policy life-cycle management

 10. Security and governance                       Database Services          File System Serv
     integration
 11. …..
                                                 Primitive Services: Network Storage and Com
 12. …..



© 2012 Blue Mountain Labs, A Bick Group Company                                     August 29, 2012| Page 31
“as-is”




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 32
“to be”




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 33
deploy




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 34
Q&A




© 2012 Blue Mountain Labs, A Bick Group Company   August 29, 2012| Page 35

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Getting an open systems cloud strategy right the first time linthicm

  • 1. Getting an Open Systems Cloud Strategy Right the First Time David S. Linthicum CTO, Blue Mountain Labs Email: david@bluemountainlabs.com August 29, 2012 © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 1
  • 2. Abstract: The ability for enterprise IT to effectively leverage cloud computing means a transformational change in the way that IT thinks about and executes system design, development, and implementation. For many organizations, there is still much confusion around technical approaches, including the proper use of open systems technology. Those who sell highly proprietary technology are creating both hype and confusion. In many instances, the proper approaches get pushed to the back of the room. This presentation will take the mystery out of both cloud computing, and the proper fit and function of open systems technology when building a cloud computing strategy. Instead of mere theory, this session will guide you through a step-by-step process for understanding your own requirements, creating the business cases, and selecting the right technology that will lead your enterprise to success in the cloud. © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 2
  • 3. Where To Find Out More Slides available: © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 3
  • 4. Where to find me. • @DavidLinthicum • david@bluemountainlabs.com • www.bluemountainlabs.com • www.davidlinthicum.com • http://www.linkedin.com/in/davidlinthicum • Grab a card after the presentation. © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 4
  • 5. Geek Level for this Presentation Your Grandparents that Systems Programmer and are Still Using AOL Dialup Dungeon Master © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 5
  • 6. Setting the Stage © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 6
  • 7. © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 7
  • 8. Source: Chander Khanna © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 8
  • 9. The fight begins… © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 9
  • 10. …and, things are getting crowded. © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 10
  • 11. “Inside Baseball” • Watch… the number of offerings out there, and the quality of the distributions. the hype, what’s real versus perception. • Understand… that rigorous testing is required, before implementation. your own security requirements. that you may be mixing and matching technology. the roadmap for each product. the near-term and long-term costs. © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 11
  • 12. Why You Should Care © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 12
  • 13. Most Open System Cloud-Based Systems are Lacking Architecture © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 13
  • 14. © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 14
  • 15. The results: • Inefficient utilization of resources. • Resource saturation. • Lack of elasticity and scalability. • Lack of security and governance. • Frequent outages. • Bad or no tenant management. • Other very bad things. © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 15
  • 16. Common Mistakes • Not understanding how to make architectures scale. • Not dealing with tenant management issues. • Not understanding that security is systemic. • Not understanding the proper use of services. • Tossing technology at the problem. • Listening to the wrong people. • Managing-by-magazine. © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 16
  • 17. The Multitenant Thing • No two multitenant architectures are alike. • Needs to be effective in the context of the problem. • Needs to leverage best architecture practices. • Needs to practice isolation and protection. “With a multitenant architecture, a software application is designed to virtually partition its data and configuration so that each client organization works with a customized virtual application instance.” Source: Wikipedia © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 17
  • 18. © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 18
  • 19. ABCs of Multitenancy Amazon Machine Images Source: Steve Bobrowski © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 19
  • 20. Virtualization is Not Always a Requirement © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 20
  • 21. The Big Picture © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 21
  • 22. Objective Provide Examine Create a future vision for the infrastructure a starting point to how the cloud can be aspect of cloud identifying potential adopted within the technologies to open source vendors enterprise to determine a path that may be a fit to increase agility and the needs of of the drive innovation enterprise to build a solution 1 2 3 © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 22
  • 23. The Journey to the Cloud Tactical IT Efficiency Leveraging Shared Services IT-as-a-Service Lower Costs Improve Quality of Service Improve Agility 85% 95% % Efficiency 50% Platinum Gold 30% IaaS 15% Run IT as a Business Manual Provisioning Self-Service Provisioning © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 23
  • 24. Actions to Support an Open Systems Cloud Strategy Optimize Identify Build and Build a Lab Establish a the Current Candidate Cloud Communicate and conduct Center of Excellence Environment Opportunities a Project Plan POC’s Designate a cross- Optimize the current Identify cloud Communicate with Experiment with functional team to IT environment services the BUs about and pilot various monitor continually with the goal of opportunities cloud services and services, both which new services, providing an internal based on business the roadmap and internal and providers, and set of cloud services needs, value process for external, to identify standards are in this and enabling the proposition, and incorporating them where the real space and determine incorporation of the ability to into the issues will arise. if they affect the external services. adopt/support architecture, This will be roadmap. This will be This will be the those services. whether the the lab. the sensing and services. roadmap This will be the services are strategy-evolution services portfolio internal or external. function. This will be the communication plan. 1 2345 © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 24
  • 25. How You Should Proceed © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 25
  • 26. IaaS Building Blocks This is a logical framework for IaaS and all of these components need to exist. Use this as a framework of understanding to evaluate the core components of an open IaaS product. For each area identified, there are dozens of requirements that must be defined- Monitoring and Management Services Management & Service Governance Use-Based Accounting Provisioning Tenant Management Security & Identity Services Services Services Services APIs/Services Database Services File System Services Primitives: Network, Storage and Compute © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 26
  • 27. Gather the Requirements for the Cloud Step 1: Define core primitive services. Requirements: 1. Storage capacity requirements 2. Storage growth requirements 3. Existing technology analysis 4. Security planning 5. Governance planning 6. Existing network analysis 7. Elasticity requirements 8. Integration requirements 9. Management requirements 10. API service design 11. ..….. 12. ……. Primitive Services: Network, Storage and Compute © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 27
  • 28. Gather the Requirements for the Cloud Step 2: Define database and file systems services, as well as access service/APIs. Requirements: 1. Use cases 2. Data growth 3. Security planning 4. File system growth 5. File system performance 6. API/service implementation 7. Database service analysis 8. Migration planning APIs/Services 9. Database performance 10. File system security requirements 11. ….. Database Services File System Services 12. ….. Primitive Services: Network, Storage and Compute © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 28
  • 29. Gather the Requirements for the Cloud Step 3: Define approaches and technology for use-based accounting, provisioning services, and tenant management services. Requirements: 1. Accounting use cases 2. Governance planning 3. Service management 4. Tenant management requirements Use-Based Tenant 5. Provisioning use case planning Provisioning Accounting Management Services 6. Provisioning security Services Services 7. Cost models APIs/Services 8. Tenant management approaches 9. Integration planning 10. Migration planning Database Services File System Services 11. ….. 12. ….. Primitive Services: Network, Storage and Compute © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 29
  • 30. Gather the Requirements for the Cloud Step 4: Define monitoring and management services. Requirements: 1. Use cases monitoring 2. Use cases management 3. BC/DR requirements Monitoring and Management Services 4. BC/DR planning 5. Compliance requirements Use-Based Tenant Provisioning 6. Auditing requirements Accounting Management Services 7. Management interface requirements Services Services 8. Security planning APIs/Services 9. Integration with governance 10. Integration with security 11. ….. Database Services File System Services 12. ….. Primitive Services: Network, Storage and Compute © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 30
  • 31. Gather the Requirements for the Cloud Step 5: Define Security, Identity Management and Service Governance Requirements: 1. Compliance planning 2. Governance approach Monitoring and Management Services Management & Service Governance 3. Approaches to encryption 4. Identity design Use-Based Tenan 5. Integration with existing directory Provisioning Accounting Managem Security & Identity management Services Services Servic 6. Policy requirements Services APIs/Services 7. Policy design 8. Policy implementation planning 9. Policy life-cycle management 10. Security and governance Database Services File System Serv integration 11. ….. Primitive Services: Network Storage and Com 12. ….. © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 31
  • 32. “as-is” © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 32
  • 33. “to be” © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 33
  • 34. deploy © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 34
  • 35. Q&A © 2012 Blue Mountain Labs, A Bick Group Company August 29, 2012| Page 35

Editor's Notes

  1. Bussman’s please change to new logo if you can….with the “A Bick Group Company” couldn’t get the white background to go away.
  2. Where is Iaas on this chart?
  3. Action Items. Can happen all at same time or sequentially. Consider combining title of each header with the content in each box.
  4. Frame your requirements-Network, Compute, Storage, Mobility-Choose a provider that has all these capabilities-high level requirements. These are all Services. Physical, Virtual and Logical. Logical reference architecture. By the time they select the technology may not use existing systems
  5. Define core primitive services---How much space, performance expectations. Dave to add 3 to 5 bullets on each of the slides of things to consider.
  6. . Dave to add 3 to 5 bullets on each of the slides of things to consider.
  7. . Dave to add 3 to 5 bullets on each of the slides of things to consider.
  8. . Dave to add 3 to 5 bullets on each of the slides of things to consider.
  9. . Dave to add 3 to 5 bullets on each of the slides of things to consider. Ask Dave if we have a requirements list on a document I can snapshot and insert the image.