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Business Value of CI, CD, & DevOps Sec Scaling Up to Billion User Global Systems of Systems Using E ND - TO -E ND A UTOMATION & C ONTAINERIZED D OCKER U BUNTU I MAGES Dr. David F. Rico, PMP , CSEP , FCP , FCT , ACP , CSM, SAFe Twitter: @dr_david_f_rico Website: http://www.davidfrico.com LinkedIn: http://www.linkedin.com/in/davidfrico Agile Capabilities: http://davidfrico.com/rico-capability-agile.pdf Agile Resources: http://www.davidfrico.com/daves-agile-resources.htm Agile Cheat Sheet: http://davidfrico.com/key-agile-theories-ideas-and-principles.pdf Dave’s NEW Business Agility Video: https://www.youtube.com/watch?v=-wTXqN-OBzA DoD Fighter Jets vs. Amazon Web Services: http://davidfrico.com/dod-agile-principles.pdf

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Page 1: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Business Value ofCI, CD, & DevOpsSec

Scaling Up to Billion User Global Systems of Systems Using END-TO-END AUTOMATION &

CONTAINERIZED DOCKER UBUNTU IMAGESDr. David F. Rico, PMP, CSEP, FCP, FCT, ACP, CSM, SAFe

Twitter: @dr_david_f_ricoWebsite: http://www.davidfrico.com

LinkedIn: http://www.linkedin.com/in/davidfricoAgile Capabilities: http://davidfrico.com/rico-capability-agile.pdf

Agile Resources: http://www.davidfrico.com/daves-agile-resources.htmAgile Cheat Sheet: http://davidfrico.com/key-agile-theories-ideas-and-principles.pdf

Dave’s NEW Business Agility Video: https://www.youtube.com/watch?v=-wTXqN-OBzADoD Fighter Jets vs. Amazon Web Services: http://davidfrico.com/dod-agile-principles.pdf

Page 2: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Author Background Gov’t contractor with 33+ years of IT experience B.S. Comp. Sci., M.S. Soft. Eng., & D.M. Info. Sys. Large gov’t projects in U.S., Far/Mid-East, & Europe

2

Career systems & software engineering methodologist Lean-Agile, Six Sigma, CMMI, ISO 9001, DoD 5000NASA, USAF, Navy, Army, DISA, & DARPA projects Published seven books & numerous journal articles Intn’l keynote speaker, 150 talks to 13,000+ people Specializes in metrics, models, & cost engineeringCloud Computing, SOA, Web Services, FOSS, etc. Adjunct at six Washington, DC-area universities

Page 3: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Today’s Global Marketplace Most of world’s population connected to Internet Systems must support billions of simultaneous users New approaches are needed to scale to global market

3Kemp, S. (2016). Digital in 2016: We are social's compendium of global digital, social, and mobile data, trends, and statistics. New York, NY: We Are Social, Inc.

Page 4: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

What is AGILE TESTING? Test-ing (tĕst′ĭng) An early, iterative, and automated

V&V of customer requirements; Incremental testing A testing approach embracing principles & values of lean

thinking, product development flow, & agile methods Early, collaborative, and automated form of incremental

development, integration, system, & operational testing Testing method that supports collaboration, teamwork,

iterative development, & responding to change Mult-tiered automated framework for TDD, Continuous

Integration, BDD, Continuous Delivery, & DevOps Maximizes BUSINESS VALUE of organizations, portfolios,

programs & projects with lean-agile principles/practices

4

Crispin, L., & Gregory, J. (2009). Agile testing: A practical guide for testers and agile teams. Boston, MA: Addison-Wesley.Crispin, L., & Gregory, J. (2015). More agile testing: Learning journeys for the whole team. Boston, MA: Addison-Wesley.

Page 5: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

NetworkComputer

Operating SystemMiddlewareApplications

APIsGUI

How Agile Testing Works Agile requirements implemented in slices vs. layers User needs with higher business value are done first Reduces cost & risk while increasing business success

5Shore, J. (2011). Evolutionary design illustrated. Norwegian Developers Conference, Oslo, Norway.

Agile Traditional1 2 3 Faster

Early ROI

Lower Costs

Fewer Defects

Manageable Risk

Better Performance

Smaller Attack Surface

Late

No Value

Cost Overruns

Very Poor Quality

Uncontrollable Risk

Slowest Performance

More Security Incidents Seven Wastes1. Rework2. Motion3. Waiting4. Inventory5. Transportation6. Overprocessing7. Overproduction

MINIMIZES MAXIMIZES

JIT, Just-enough architecture Early, in-process system V&V Fast continuous improvement Scalable to systems of systems Maximizes successful outcomes

Myth of perfect architecture Late big-bang integration tests Year long improvement cycles Breaks down on large projects Undermines business success

Page 6: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

6

Methods to “scope” project, product, or system “Key” is smallest possible scope with highest value Reduces cost, risk, time, failure, & tech. obsolescence

Barely Sufficient Design

INCREASES TESTABILITY, QUALITY, RELIABILITY, SECURITY, MORALE, MAINTAINABILITY, & SUCCESS

Denne, M., & Cleland-Huang, J. (2004). Software by numbers: Low-risk, high-return development. Santa Clara, CA: Sun Microsystems.Ries, E. (2011). The lean startup: How today's entrepreneurs use continuous innovation. New York, NY: Crown Publishing.Patton, J. (2014). User story mapping: Discover the whole story, build the right product. Sebastopol, CA: O'Reilly Media.Layton, M. C., & Maurer, R. (2011). Agile project management for dummies. Hoboken, NJ: Wiley Publishing.Krause, L. (2014). Microservices: Patterns and applications. Paris, France: Lucas Krause.

MINIMUM

MARKETABLE FEATURE- MMF -

AdvantageDifferenceRevenueProfitSavingsBrandLoyalty

MINIMUMVIABLE PRODUCT

- MVP -

GoalProcessFeaturesPrioritiesStory MapArchitecture

STORY MAPOR IMPACT MAP

- SM or IM -

GoalActors ImpactsDeliverablesMeasuresMilestones

VISIONSTATEMENT

- VS -

For <customer>Who <needs it>The <product> Is a <benefit>That <customer>Unlike <other>Ours <different>

MICRO-SERVICE- MS -

PurposeAutomatedUnique IndependentResilientEcosystemConsumer

Page 7: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

7

Agile Containerized Microservices Lightweight, fast, disposable virtual environments Set of isolated processes running on shared kernel Efficient way for building, delivering, & running apps

Monolithic Applications Just-Enough Applications Containerized Apps

Minimal - Typically single process entitiesDeclarative - Built from layered Docker imagesImmutable - Do exactly same thing from run to kill

• Small autonomous services that work together• Self-contained process that provides a unique capability

• Loosely coupled service oriented architecture with bounded contexts• Small independent processes communicating with each other using language-agnostic APIs

• Fined-grained independent services running in their own processes that are developed and deployed independently• Suite of services running in their own process, exposing APIs, and doing one thing well (independently developed and deployable)

• Single app as a suite of small services, each running in its own process and communicating with lightweight mechanisms (HTTP APIs)

Krause, L. (2014). Microservices: Patterns and applications. Paris, France: Lucas Krause.

Page 8: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Thousands of TestsContinuously Executed

No More Late BigBang Integration

User needs designed & developed one-at-a-time Changes automatically detected, built, and tested System fully tested and deployed as changes occur

8Humble, J., & Farley, D. (2011). Continuous delivery. Boston, MA: Pearson Education.Duvall, P., Matyas, S., & Glover, A. (2006). Continuous integration. Boston, MA: Addison-Wesley.

BuildIntegration

Server

VersionControlServer

BuildScripts

UsesWatches

BuildStatus

ProvidesDeveloper A

Developer B

Developer C

CommitsChanges

CommitsChanges

CommitsChanges

Builds

Database

Analysis

Testing

Reporting

Documentation

Deployment

Early, Automated, Fast,Efficient, & Repeatable

Constant ReadinessState & CM Control

Lean, Waste Free, Low WIP,No Deadlocked Test Queues

Rapidly & SuccessfullyDev. Complex Systems

Agile Testing—Workflow

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9

Traditional vs. Agile Cumulative Flow

Wor

k (S

tory

, Poi

nt, T

ask)

or E

ffor

t (W

eek,

Day

, Hou

r)

Time Unit (Roadmap, Release, Iteration, Month, Week, Day, Hour, etc.)

Wor

k (S

tory

, Poi

nt, T

ask)

or E

ffor

t (W

eek,

Day

, Hou

r)

Time Unit (Roadmap, Release, Iteration, Month, Week, Day, Hour, etc.)

Traditional Cumulative Flow Agile Cumulative Flow

Late big bang integration increases WIP backlog Agile testing early and often reduces WIP backlog Improves workflow and reduces WIP & lead times

Anderson, D. J. (2004). Agile management for software engineering. Upper Saddle River, NJ: Pearson Education.Anderson, D. J. (2010). Kanban: Successful evolutionary change for your technology business. Sequim, WA: Blue Hole Press.

Agile Testing—Workflow—Cont’d

Page 10: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Large Traditional Projects

10

Big projects result in poor quality and scope changes Productivity declines with long queues/wait times Large projects are unsuccessful or canceled

Jones, C. (1991). Applied software measurement: Assuring productivity and quality. New York, NY: McGraw-Hill.

Size vs. Quality

DE

FEC

TS

0.00

3.20

6.40

9.60

12.80

16.00

0 2 6 25 100 400

SIZE

Size vs. Productivity

PR

OD

UC

TIV

ITY

0.00

1.00

2.00

3.00

4.00

5.00

0 2 6 25 100 400

SIZE

Size vs. Change

CH

AN

GE

0%

8%

16%

24%

32%

40%

0 2 6 25 100 400

SIZE

Size vs. SuccessS

UC

CE

SS

0%

12%

24%

36%

48%

60%

0 2 6 25 100 400

SIZE

Page 11: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Global Project Failures

11Standish Group. (2015). Chaos summary 2015. Boston, MA: Author.Sessions, R. (2009). The IT complexity crisis: Danger and opportunity. Houston, TX: Object Watch.

Challenged and failed projects hover at 67% Big projects fail more often, which is 5% to 10% Of $1.7T spent on IT projects, over $858B were lost

$0.0

$0.4

$0.7

$1.1

$1.4

$1.8

2002 2003 2004 2005 2006 2007 2008 2009 2010

Trill

ions

(US

Dolla

rs)

Expenditures Failed Investments

0% 20% 40% 60% 80% 100%

28%

34%

29%

35%

32%

33%

27%

28%

29%

49%

51%

53%

46%

44%

41%

56%

55%

52%

23%

15%

18%

19%

24%

26%

17%

17%

19%

2000

2002

2004

2006

2008

2010

2012

2014

2015

Year

Successful Challenged Failed

Page 12: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

12

Models of AGILE TESTING

TDD- 2003 -

CI- 2006 -

BDD- 2008 -

CD- 2011 -

DEVOPS- 2012 -

DEVOPSSEC- 2014 -

User Story

Acc Criteria

Dev Unit Test

Run Unit Test

Write SW Unit

Re-Run Unit Test

Refactor Unit

Building

Database

Inspections

Testing

Feedback

Documentation

Deployment

Analyze Feature

Acc Criteria

Dev Feat. Test

Run Feat. Test

Develop Feature

Re-Run Feature

Refactor Feat.

Packaging

Acceptance

Load Test

Performance

Pre-Production

Certification

Deployment

Sys Admin

Config. Mgt.

Host Builds

Virtualization

Containerization

Deployment

Monitor & Supp

Sec. Engineer.

Sec. Containers

Sec. Evaluation

Sec. Deploy.

Runtime Prot.

Sec. Monitoring

Response Mgt.

Beck, K. (2003). Test-driven development: By example. Boston, MA: Addison-Wesley.Duvall, P., Matyas, S., & Glover, A. (2006). Continuous integration. Boston, MA: Addison-Wesley.Barker, K., & Humphries, C. (2008). Foundations of rspec: Behavior driven development with ruby and rails. New York, NY: Apress.Humble, J., & Farley, D. (2011). Continuous delivery. Boston, MA: Pearson Education.Huttermann, M. (2012). Devops for developers: Integrate development and operations the agile way. New York, NY: Apress.Bird, J. (2016). Devopssec: Delivering secure software through continuous delivery. Sebastopol, CA: O'Reilly Media.

Numerous models of lean-agile testing emerging Based on principles of lean & agile one piece flow Include software, hardware, system, & port. testing

Page 13: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

BASIC—Test Driven Development Term coined by Kent Beck in 2003 Consists of writing all tests before design Ensures all components are verified and validated

13Beck, K. (2003). Test-driven development: By example. Boston, MA: Addison-Wesley.

Page 14: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Agile TDD consists of seven broad practices Document test criteria, tests, software units, etc. Include refactoring, verification, optimization, etc.

14

Practice

User Story

Acc Criteria

Dev Test

Run Test

Dev Unit

Rerun Test

Refactor Unit

Description

Read story, analyze meaning, ask questions, and clarify understanding

Identify, verify, and document acceptance criteria for each user story

Design, develop, code, and verify automated unit test for user story

Run automated unit test to verify that it fails the first time (sanity check)

Design, develop, code, and verify the software unit to satisfy user story

Rerun automated unit test to see if code satisfies automated unit test

Refine, reduce, and simplify code to remove waste and optimize performance

PRACTICES—Test Driven Develop.

Beck, K. (2003). Test-driven development: By example. Boston, MA: Addison-Wesley.

Page 15: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

BASIC—Behavior Driven Develop. Term coined by Dan North in 2006 Consists of writing feature tests before design Ensures all system features are verified and validated

15Smart, J. F. (2014). BDD in action: Behavior-driven development for the whole software lifecycle. Shelter Island, NY: Manning Publications.

Page 16: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Agile BDD consists of seven broad practices Document test criteria, tests, syst. features, etc. Include refactoring, verification, optimization, etc.

16

Practice

Feature

Acc Criteria

Dev Test

Run Test

Dev Feature

Rerun Test

Refac Feature

Description

Read feature, analyze meaning, ask questions, and clarify understanding

Identify, verify, and document acceptance criteria for each feature

Design, develop, code, and verify automated feature test for feature

Run automated feature test to verify that it fails the first time (sanity check)

Design, develop, code, and verify the feature software to satisfy feature

Rerun automated feature test to see if code satisfies automated feature test

Refine, reduce, and simplify code to remove waste and optimize performance

PRACTICES—Behavior Driven Dev.

Smart, J. F. (2014). BDD in action: Behavior-driven development for the whole software lifecycle. Shelter Island, NY: Manning Publications.

Page 17: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

ADVANCED—Continuous Integration Term coined by Martin Fowler in 1998 Process of automated build/regression testing Evaluates impact of changes against entire system

17Duvall, P., Matyas, S., & Glover, A. (2006). Continuous integration: Improving software quality and reducing risk. Boston, MA: Addison-Wesley.

ALL DEVELOPERS RUN PRIVATE BUILDS

DEVELOPERS COMMIT CODE TO VERSION CONTROL

INTEGRATION BUILDS OCCUR SEVERAL TIMES PER DAY

100% OF SYSTEM TESTS MUST PASS FOR EVERY BUILD

A SHIPPABLE PRODUCT RESULTS FROM EVERY BUILD

FIXING BROKEN BUILDS IS OF THE HIGHEST PRIORITY

REPORTS AUTOMATICALLY GENERATED & REVIEWED

Page 18: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Agile CI consists of seven broad practices Automated build, database, inspection, tests, etc. Include reporting, documentation, deployment, etc.

18

Practice

Building

Database

Inspections

Testing

Feedback

Documentation

Deployment

Description

Frequently assembling products and services to ensure delivery readiness

Frequently generating/analyzing database schemas, queries, and forms

Frequently performing automated static analysis of product/service quality

Frequently performing automated dynamic product and service evaluation

Frequently generating automated status reports/messages for all stakeholders

Frequently performing automated technical/customer document generation

Frequently performing automated delivery of products/services to end users

Duvall, P., Matyas, S., & Glover, A. (2006). Continuous integration: Improving software quality and reducing risk. Boston, MA: Addison-Wesley.Humble, J., & Farley, D. (2011). Continuous delivery. Boston, MA: Pearson Education.

PRACTICES—Continuous Integration

Page 19: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Created by Jez Humble of ThoughtWorks in 2011 Includes CM, build, testing, integration, release, etc. Goal is one-touch automation of deployment pipeline

19Humble, J., & Farley, D. (2011). Continuous delivery. Boston, MA: Pearson Education.Duvall, P., Matyas, S., & Glover, A. (2006). Continuous integration. Boston, MA: Addison-Wesley.Ohara, D. (2012). Continuous delivery and the world of devops. San Francisco, CA: GigaOM Pro.

CoQ

• 80% MS Tst• 8/10 No Val• $24B in 90s• Rep by CD• Not Add MLK

ENTERPRISE—Continuous Delivery

Page 20: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Agile CD consists of seven broad practices Automated acceptance, load, performance, etc. Include packaging, pre-production test, C&A, etc.

20

Practice

Packaging

Acceptance

Load Test

Performance

Pre-Production

Certification

Deployment

Description

Frequently generating system images for pre-production testing & checkout

Frequently performing automated system & user acceptance testing

Frequently performing automated system load, stress, & capacity testing

Frequently performing automated system user & technical performance testing

Frequently performing automated pre-production tests prior to final deployment

Frequently performing automated system certification & accreditation tests

Frequently generating product images for pre-deployment testing & checkout

Mukherjee, J. (2015). Continuous delivery pipeline: Where does it choke. Charleston, SC: CreateSpace.Swartout, P. (2014). Continuous delivery and devops: A quickstart guide. Birmingham, UK: Packt Publishing.

PRACTICES—Continuous Delivery

Page 21: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Created by Patrick Debois of Jedi BVBA in 2007 Collaboration of developers & infrastructure people Goal to automate the deployment to end-user devices

21Bass, L., Weber, I., & Zhu, L. (2015). Devops: A software architect's perspective. Old Tappan, NJ: Pearson Education.Gruver, G., & Mouser, T. (2015). Leading the transformation: Applying agile and devops at scale. Portland, OR: IT Revolution Press.Humble, J., Molesky, J., & O'Reilly, B. (2015). Lean enterprise: How high performance organizations innovate at scale. Sebastopol, CA: O'Reilly Media.

GLOBAL—Development Operations

Page 22: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Agile DevOps consists of seven broad practices Automated sys admin, CM, building, monitor, etc. Include virtualization, containerize, deployment, etc.

22

Practice

Sys Admin

Config. Mgt.

Host Builds

Virtualization

Containerize

Deployment

Monitor & Supp

Description

Frequently performing automated system administration tasks, i.e., scripting

Frequently performing automated infrastructure config. mgt./version control

Frequently performing automated system and server host builds and config.

Frequently performing automated system, server, & net virtualization services

Frequently performing automated software and Microservices containerization

Frequently generating final end-user system & software images for distribution

Frequently performing automated metrics collection & deployment monitoring

Duffy, M. (2015). Devops automation cookbook: Over 120 recipes coverying key automation techniques. Birmingham, UK: Packt Publishing.Farcic, V. (2016). The devops 2.0 toolkit: Automating the continuous deployment pipelines with containerized microservices. Victoria, CA: LeanPub.

PRACTICES—Development Operations

Page 23: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

23

GLOBAL—Development Ops Sec DevOpsSec coined by Shannon Lietz in 2014 Rugged devops, devsecops, secdevops, devopssec Microservices, security engineering & operations keysSecure Microservices

• Docker App• Docker Bins• Docker Files• Docker Images• Docker Scanning• Docker Registry• Docker Host• Docker Hub• Docker Monitoring

Secure Engineering• Security Champions• Security Planning• Security Training• Security Requirements• Security Architecture• Security Analysis• Security Testing• Security Review• Security Response

Secure Operations• Activity Logging• Event Monitoring• Configuration Mgt.

• Patch Management• User Access Control• Privilege Management

• Vulnerability Mgt.• Response Mgt.• Performance Mgt.

Bird, J. (2016). Devopssec: Delivering secure software through continuous delivery. Sebastopol, CA: O'Reilly Media.

Page 24: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

DevOpsSec consists of seven broad practices Automated secure build, analysis, & deployment Includes containerization, engineering & operations

24

Practice

Engineering

Containers

Evaluation

Deployment

Protection

Monitoring

Responses

Description

Frequently performing “baked-in” lean and agile security engineering practices

Frequently performing automated microservices containerization practices

Frequently performing automated static and dynamic vulnerability analysis

Frequently performing automated digitally signed security deployment practices

Frequently performing automated real-time self-security protection practices

Frequently performing automated real-time security monitoring practices

Frequently performing automated trigger-based rollback response practices

Bird, J. (2016). Devopssec: Delivering secure software through continuous delivery. Sebastopol, CA: O'Reilly Media.

PRACTICES—Development Ops Sec

Page 25: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Agile Testing Metrics—Example

25Duvall, P., Matyas, S., & Glover, A. (2006). Continuous integration: Improving software quality and reducing risk. Boston, MA: Addison-Wesley.

Page 26: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Fewer integrations leave in higher bug counts Frequent, early integrations eliminate most defects Goal is to have as many early integrations as possible

26Lacoste, F. J. (2009). Killing the gatekeeper: Introducing a continuous integration system. Proceedings of the Agile 2009 Conference, Chicago, Illinois, USA, 387-392.

Number ofIntegrations

Less Defects•More Integrations•Early IntegrationsMore Defects

•Few Integrations•Late Integrations

Agile Testing—CI Statistics

Page 27: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

27

Hewlett-Packard is a major user of CI, CD, & DevOps 400 engineers developed 10 million LOC in 4 years Major gains in testing, deployment, & innovation

Gruver, G., Young, M. & Fulghum, P. (2013). A practical approach to large-scale agile development. Upper Saddle River, NJ: Pearson Education.

TYPE METRIC MANUAL DEVOPS MAJOR GAINS

CYCLE TIME

IMPROVEMENTS

Build Time 40 Hours 3 Hours 13 x

No. Builds 1-2 per Day 10-15 per Day 8 x

Feedback 1 per Day 100 per Day 100 x

Regression Testing 240 Hours 24 Hours 10 x

DEVELOPMENT

COST EFFORT

DISTRIBUTION

Integration 10% 2% 5 x

Planning 20% 5% 4 x

Porting 25% 15% 2 x

Support 25% 5% 5 x

Testing 15% 5% 3 x

Innovation 5% 40% 8 x

Agile Testing—CD Statistics

Page 28: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

Assembla went from 2 to 45 releases every month 15K Google developers run 120 million tests per day 30K+ Amazon developers deliver 136K releases a day

28Singleton, A. (2014). Unblock: A guide to the new continuous agile. Needham, MA: Assembla, Inc.

62x FasterU.S. DoD

IT Project

3,645x FasterU.S. DoD

IT Project

Agile Testing—DevOps Statistics

Page 29: Business Value of CI, CD, & DevOps Secdavidfrico.com/rico17e.pdf · Agile project management for dummies. ... Ecosystem Consumer. 7 Agile ... Applied software measurement: Assuring

29Juengst, D. (2015). Deliver better software faster: With the cloudbees jenkins platform. San Francisco, CA: CloudBees.Weeks, D. E. (2014). Devops and continuous delivery reference architectures (volume 1 & 2). Fulton, MD: Sonatype.

Agile Testing—DevOps Ecosystem Numerous tools to automate DevOps pipeline People can piece together toolset along with hubs Tools include version control, testing, & deployment

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Simple example of a DevOps reference architecture Includes CM, continuous integration, & deployment Code automatically built/tested/deployed to users

30Morris, B., & Cassatt, C. (2015). Devops for the rest of us. Proceedings of the Agile DC Conference, Washington, DC, USA.Weeks, D. E. (2014). Devops and continuous delivery reference architectures (volume 1 & 2). Fulton, MD: Sonatype.

Agile Testing—DevOps Example

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31Tesauro, M. (2016). Taking appsec to 11: Appsec pipelines, devops, and making things better. Denver, CO: SnowFROC 2016.Weeks, D. E. (2014). Devops and continuous delivery reference architectures (volume 1 & 2). Fulton, MD: Sonatype.

Agile Testing—DevOps Security Many tools emerging for DevOps application security Begins-ends with microservices—tiny attack surface Includes containers, testing, & real-time monitoring

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Agile Tools“Periodic Table of DevOps Automation”

XeniaLabs. (2016). Periodic table of devops tools. Retrieved April 11, 2016, from https://xebialabs.com/periodic-table-of-devops-tools.Weeks, D. E. (2014). Devops and continuous delivery reference architectures (volume 1 & 2). Fulton, MD: Sonatype.

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Eliminates big-bang integration in the 11th hour Creates a repeatable and reliable testing process Evaluates system-wide changes throughout project

33Maeda, M. K. (2009). Agile testing: Early, often, and smart. Arlington, MA: Cutter Consortium.

What’s the Bottom Line?“Agile Testing Done Early & Often”

Agile TestingTraditional TestingDramatically reduces risks

· Automates manual processes· Instant verification & validation· High project visibility· Greater confidence and morale· Incremental business value· 24x7 deployability to users· Highly quality and reliability

Late defect discovery· Low quality software· Poor project visibility· Lack of deployability· Late big-bang integration· Testing is a bottleneck· Poor customer satisfaction· Outright project failure

··

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Books on Agile Testing Thousands of textbooks on agile methods Include requirements, design, coding, test, etc. Continuous Integration, Delivery, & DevOps best

34

Beck, K. (2003). Test-driven development: By example. Boston, MA: Addison-Wesley.Duvall, P., Matyas, S., & Glover, A. (2006). Continuous integration. Boston, MA: Addison-Wesley.Smart, J. F. (2014). BDD in action: Behavior-driven development for the whole software lifecycle. Shelter Island, NY: Manning Publications.Humble, J., & Farley, D. (2011). Continuous delivery. Boston, MA: Pearson Education.Kim, G., Debois, P., Willis, J., & Humble, J. The devops handbook: How to create world-class agility, reliability, and security in technology organizations. Portland, OR: IT Revolution Press.

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Dave’s PROFESSIONAL CAPABILITIES

35

SoftwareQuality

Mgt.

TechnicalProject

Mgt.

SoftwareDevelopment

Methods

Strategy &Roadmapping

SystemsEngineering

Cost Estimates& Scheduling

Acquisition &Contracting

OrganizationChange

Lean, Kanban,& Six Sigma

Modeling &Simulations

Big Data,Cloud, NoSQL

WorkflowAutomation

Metrics,Models, & SPC

BPR, IDEF0,& DoDAF

DoD 5000,TRA, & SRA

PSP, TSP, &Code Reviews

CMMI &ISO 9001

InnovationManagement

Statistics, CFA,EFA, & SEM

ResearchMethods

EvolutionaryDesign

Valuation — Cost-Benefit Analysis, B/CR, ROI, NPV, BEP, Real Options, etc.

Lean-Agile — Scrum, SAFe, Continuous Integration & Delivery, DevOps, etc.

STRENGTHS – Data Mining Gathering & Reporting Performance Data Strategic Planning Executive & Manage-ment Briefs Brownbags & Webinars White Papers Tiger-Teams Short-Fuse Tasking Audits & Reviews Etc.

● Data mining. Metrics, benchmarks, & performance.● Simplification. Refactoring, refinement, & streamlining.● Assessments. Audits, reviews, appraisals, & risk analysis.● Coaching. Diagnosing, debugging, & restarting stalled projects.● Business cases. Cost, benefit, & return-on-investment (ROI) analysis.● Communications. Executive summaries, white papers, & lightning talks.● Strategy & tactics. Program, project, task, & activity scoping, charters, & plans.

PMP, CSEP,FCP, FCT

ACP, CSM,& SAFE

33 YEARSIN IT

INDUSTRY

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Backup Slides

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Five Keys to Enterprise Agility

37Kim, G., Debois, P., Willis, J., & Humble, J. The devops handbook: How to create world-class agility, reliability, and security in technology organizations. Portland, OR: IT Revolution Press.

Everything begins with lean & agile principles Next step is smaller portfolio & simpler designs Final step is modular interfaces & E2E automation

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38

Capability #1

● Feature 1● Feature 2● Feature 3● Feature 4● Feature 5● Feature 6● Feature 7

Capability #2

● Feature 8● Feature 9● Feature 10● Feature 11● Feature 12● Feature 13● Feature 14

Capability #3

● Feature 15● Feature 16● Feature 17● Feature 18● Feature 19● Feature 20● Feature 21

Capability #4

● Feature 22● Feature 23● Feature 24● Feature 25● Feature 26● Feature 27● Feature 28

Capability #5

● Feature 29● Feature 30● Feature 31● Feature 32● Feature 33● Feature 34● Feature 35

Capability #6

● Feature 36● Feature 37● Feature 38● Feature 39● Feature 40● Feature 41● Feature 42

Capability #7

● Feature 43● Feature 44● Feature 45● Feature 46● Feature 47● Feature 48● Feature 49

1

2 3

4

5 6

7

8 9

10

11 12

13

14 15

16

17 18

19

20 21

Evolving “Unified/Integrated” Enterprise Data Model

“Disparate” LEGACY SYSTEM DATABASES (AND DATA MODELS)

ETL

A A

B C

D E F

G H I J K

A

B C

D E F

A

B C

D E

A

B C

D

A

B C

A

B

“Legacy” MS SQL Server Stovepipes “Inter-Departmental” Linux Blade/Oracle/Java/WebSphere Server

“Leased” DWA/HPC/Cloud Services

Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Sprint 6 Sprint 7

ETL ETL ETL ETL ETL ETL

Bente, S., Bombosch, U., & Langade, S. (2012). Collaborative enterprise architecture: Enriching EA with lean, agile, and enterprise 2.0 practices. Waltham, MA: Elsevier.

(for example, assume 25 user stories per feature, 175 user stories per capability, and 1,225 user stories total)

Organize needs into capabilities, features, and stories Prioritize features, group releases, and initiate sprints Develop minimum set of features with highest value

Agile Systems Development

Release

Release

Release

ReleaseMMF- or -MVP

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Grant, T. (2005). Continuous integration using cruise control. Northern Virginia Java Users Group (Novajug), Reston, Virginia, USA.Fredrick, J. (2008). Accelerate software delivery with continuous integration and testing. Japanese Symposium on Software Testing, Tokyo, Japan.

Most agile testing tools are “free” open source Build server costs no more than a commodity PC 10x more efficient/effective than traditional testing

39

Agile Testing—CI Stats—Cont’d

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Traditional vs. Agile Testing Traditional testing is a late, manual process Agile testing is an early and automated process Goal to deliver early & often and V&V components

40Rico, D. F. (2012). Agile testing resources. Retrieved Sep. 9, 2012, from http://davidfrico.com/agile-testing-resources.txtCrispin, L., & Gregory, J. (2009). Agile testing: A practical guide for testers and agile teams. Boston, MA: Addison-Wesley.Grant, T. (2005). Continuous integration using cruise control. Northern Virginia Java Users Group (Novajug), Reston, Virginia, USA.

AGILE TESTING- Early Incremental Testing -

TRADITIONAL TESTING- Late Big Bang Integration Testing -

Test Criteria Accompany StoriesAutomated Tests Written FirstUnits Coded-Tested One at TimeCode is Frequently Checked InCode Automatically RetrievedCode Automatically CompiledTests Automatically Executed Instant Feedback & Test Reports

Test Criteria Written After FactManual Tests Written Much LaterUnits Coded Late All at One TimeCode Checked In Late in ProjectCode Manually Submitted to TestCode Manually Compiled & BuiltTests Manually Executed LateLate Project Feedback & Reports

Code Automatically DeployedLate Defects Freeze Projects

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Agile teams don’t often use TDD, CI, CD & DevOps Implement independent test teams after Sprints done Sprint Waterfalling, Scrummerfalling, & Wagile result

41Heusser, M. (2015). 12 years of agile testing: What do we know now. Proceedings of the Agile Gathering, Grand Rapids, Michigan, USA.

Incorrect• Phased Testing• Separate Teams• Delayed Testing

Correct• Integrated Testing• Integrated Teams• Continuous Testing

Agile Testing—Anti-Patterns

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Agile testing slows down with very large systems Slow testing slows integration and increases bugs Agile testing can speed back up with more attention

42Kokko, H. (2009). Increase productivity with large scale continuous integration. Proceedings of the Agile 2009 Conference, Chicago, Illinois, USA.

MICRO ADJUSTMENTS- Focused Impact Tuning-

MACRO ADJUSTMENTS- Wide Impact Tuning-

Add More CPUs & MemoryParallelize System BuildsReplace 3rd Party Test LibrariesReduce or Remove Test TimeoutsSelect Different TestsRefactor Code & ComponentsTune Network & SoftwareTune Database & Middleware

In-Memory CompilationParallelize Test RunsPre-Install Test LibrariesRemove Process RandomnessUse Faster Code & Test Tools Incremental vs. Big Bang TestsParallelize Build & InstallTune & Optimize Build Process

Agile Testing—Scaling Practices

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Industry very slow in adopting agile testing model Cost, difficulty, and territorialism are common issues Developers must take initiative for disciplined testing

43

Technical BarriersOrganizational BarriersDevelopers don’t want to test

· Infrequently committing code· Committing broken code· Failing to immediately fix builds· Not writing automated tests· Not ensuring 100% of tests pass· Not running private builds· Resorting to traditional testing

Resistance to change· Fear of investment costs· Fear of learning new skills· Test group territorialism· Organizational policy conflicts· Overhead of maintaining CI· Complexity and scaling· Not developing a quality culture

··

Duvall, P., Matyas, S., & Glover, A. (2006). Continuous integration: Improving software quality and reducing risk. Boston, MA: Addison-Wesley.

Agile Testing—Common Barriers

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Agile test use is low in spite of its age, i.e., 15 years Many do not understand its utter simplicity and power Failure to use agile testing undermines project success

44Kim, D. (2013). The state of scrum: Benchmarks and guidelines. Indianapolis, IN: Scrum Alliance.

Agile PracticesRetrospectives

Refactoring

Done Definition

Test Tools

Test Driven Dev.

CM Tools

Simplicity

Pair Programming

Technical Debt

Agile Testing 13%

Continuous Integrations

Weekly

Daily

2-3 TimesPer Day

Never

2-3Times

PerIteration

Agile Testing—Usage Statistics

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DevOps adoption growing fast in-spite of slow start 24% firms use DevOps, 38% plan to, & 38% in-dark DevOps a global industry-wide extinction-level event

45Brown, A. (2016). Devops and the need for speed, quality, and security: Do organizations really have to pick two out of three. Portland, OR: Puppet Labs.

Agile Testing—DevOps Adoption

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Activity Def CoQ DevOps Economics Hours ROIDevelopment Operations 100 0.001 100 Defects x 70% Efficiency x 0.001 Hours 0.070 72,900%

Continuous Delivery 30 0.01 30 Defects x 70% Efficiency x 0.01 Hours 0.210 24,300%

Continuous Integration 9 0.1 9 Defects x 70% Efficiency x 0.1 Hours 0.630 8,100%

Software Inspections 3 1 2.7 Defects x 70% Efficiency x 1 Hours 1.890 2,700%

"Traditional" Testing 0.81 10 0.81 Defects x 70% Efficiency x 10 Hours 5.670 900%

Manual Debugging 0.243 100 0.243 Defects x 70% Efficiency x 100 Hours 17.010 300%

Operations & Maintenance 0.073 1,000 0.0729 Defects x 70% Efficiency x 1,000 Hours 51.030 n/a

46

Agile testing is orders-of-magnitude more efficient Based on millions of automated tests run in seconds One-touch auto-delivery to billions of global end-users

Rico, D. F. (2016). Devops cost of quality (CoQ): Phase-based defect removal model. Retrieved May 10, 2016, from http://davidfrico.com

Agile Testing—DevOps CoQ

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Microsoft created software security life cycle in 2002 Waterfall approach tailored for Scrum sprints in 2009 Uses security req, threat modeling & security testing

47

Microsoft. (2011). Security development lifecycle: SDL Process Guidance (Version 5.1). Redmond, WA: Author.Microsoft. (2010). Security development lifecycle: Simplified implementation of the microsoft SDL. Redmond, WA: Author.Microsoft. (2009). Security development lifecycle: Security development lifecycle for agile development (Version 1.0). Redmond, WA: Author.Bidstrup, E., & Kowalczyk, E. C. (2005). Security development lifecycle. Changing the software development process to build in security from the start. Security Summit West.

SEE DETAILED - SECURITY LIFE CYCLE STEPShttp://davidfrico.com/agile-security-lifecycle.txt

Agile Testing—Security Life Cycle

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Key Agile SCALING POINTERS One must think and act small to accomplish big things Slow down to speed up, speed up ‘til wheels come off Scaling up lowers productivity, quality, & business value

48Rico, D. F. (2014). Dave's Notes: For Scaling with SAFe, DaD, LeSS, RAGE, ScrumPLoP, Enterprise Scrum, etc. Retrieved March 28, 2014 from http://davidfrico.com

EMPOWER WORKFORCE - Allow workers to help establish enterprise business goals and objectives.

ALIGN BUSINESS VALUE - Align and focus agile teams on delivering business value to the enterprise.

PERFORM VISIONING - Frequently communicate portfolio, project, and team vision on continuous basis.

REDUCE SIZE - Reduce sizes of agile portfolios, acquisitions, products, programs, projects, and teams.

ACT SMALL - Get large agile teams to act, behave, collaborate, communicate, and perform like small ones.

BE SMALL - Get small projects to act, behave, and collaborate like small ones instead of trying to act larger.

ACT COLLOCATED - Get virtual distributed teams to act, behave, communicate and perform like collocated ones.

USE SMALL ACQUISITION BATCHES - Organize suppliers to rapidly deliver new capabilities and quickly reprioritize.

USE LEAN-AGILE CONTRACTS - Use collaborative contracts to share responsibility instead of adversarial legal ones.

USE ENTERPRISE AUTOMATION - Automate everything with Continuous Integration, Continuous Delivery, & DevOps.

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Patterson, K., et al. (2008). Influencer: The power to change anything: New York, NY: McGraw-Hill.Pink, D. H. (2009). Drive: The surprising truth about what motivates us. New York, NY: Riverhead Books.Heath, C., & Heath, D. (2010). Switch: How to change things when change is hard. New York, NY: Random House.Pink, D. H. (2012). To sell is human: The surprising truth about moving others. New York, NY: Riverhead Books.Heath, C., & Heath, D. (2013). Decisive: How to make better choices in life and work. New York, NY: Random House.

Change, no matter how small or large, is difficult Smaller focused changes help to cross the chasm Validating, simplifying, & incrementalism are keys

49

INFLUENCER

Create new experiences Create new motives

Perfect complex skills Build emotional skills

Recruit public figures Recruit influential leaders

Utilize teamwork Power of social capital

Use incentives wisely Use punishment sparingly

Make it easy Make it unavoidable

MAKE IT DESIRABLE

SURPASS YOUR LIMITS

USE PEER PRESSURE

STRENGTH IN NUMBERS

DESIGN REWARDS

CHANGE ENVIRONMENT

DRIVE

PURPOSE

AUTONOMY

MASTERY

Purpose-profit equality Business& societal benefit Share control of profits Delegate implementation Culture & goal alignment Remake society-globe

Accountable to someone Self-select work tasks Self-directed work tasks Self-selected timelines Self-selected teams Self-selected implement.

Experiment & innovate Align tasks to abilities Continuously improve Learning over profits Create challenging tasks Set high expectations

A-B-C

Reduce Your Power Take Their Perspective Use Strategic Mimicry

Use Interrogative Self-Talk Opt. Positivity Ratios Offer Explanatory Style

Find the Right Problem Find Your Frames Find an Easy Path

ATTUNEMENT

BUOYANCY

CLARITY

SWITCH

Follow the bright spots Script the critical moves Point to the destination

Find the feeling Shrink the change Grow your people

Tweak the environment Build habits Rally the herd

DIRECT THE RIDER

MOTIVATE ELEPHANT

SHAPE PATH

DECISIVE

COMMON ERRORS Narrow framing Confirmation bias Short term emotion Over confidence

WIDEN OPTIONS Avoid a narrow frame Multi-track Find out who solved it

TEST ASSUMPTIONS Consider the opposite Zoom out & zoom in Ooch

ATTAIN DISTANCE Overcome emotion Gather & shift perspective Self-directed work tasks

PREPARE TO BE WRONG Bookend the future Set a tripwire Trust the process

Models of AGILE ORG. CHANGE

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Agile vs. Traditional Success Traditional projects succeed at 50% industry avg. Traditional projects are challenged 20% more often Agile projects succeed 3x more and fail 3x less often

Standish Group. (2012). Chaos manifesto. Boston, MA: Author.

50

Agile Traditional

Success42%

Failed9%

Challenged49%

Success14%

Failed29%

Challenged57%

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Hoque, F., et al. (2007). Business technology convergence. The role of business technology convergence in innovation and adaptability and its effect on financial performance. Stamford, CT: BTM Corporation. 51

Study of 15 agile vs. non-agile Fortune 500 firms Based on models to measure organizational agility Agile firms out perform non agile firms by up to 36%

Fin. Benefits to ENTERPRISE AGILITY

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Suhy, S. (2014). Has the U.S. government moved to agile without telling anyone? Retrieved April 24, 2015, from http://agileingov.comPorter, M. E., & Schwab, K. (2008). The global competitiveness report: 2008 to 2009. Geneva, Switzerland: World Economic Forum. 52

U.S. gov’t agile jobs grew by 13,000% from 2006-2013 Adoption is higher in U.S. DoD than Civilian Agencies GDP of countries with high adoption rates is greater

High

Low

Low HighAGILITY

CO

MP

ET

ITIV

EN

ES

S

GOVERNMENT AGILE JOB GROWTH

PE

RC

EN

TAG

E

13,000%

02006 2013YEARS

GOVERNMENT COMPETITIVENESS

Nat’l Benefits to ENTERPRISE AGILITY