Transi'onandTransforma'onintoaCloudEnvironment

CleaZolotow,IBMGTSDis4nguishedEngineer

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Co-Authors(theusualsuspects)

•  FlorianGraf•  BirgitPfitzmann•  RebeccaHuber•  MarcelSchlaLer(re4red)•  ClausSchrøder-Hansen•  AnthonyHunt

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ABSTRACT

•  Itisachallengingmigra/ngandtransformexis/ngworkloadsintothecloud,especiallythoserequiringthemanagedservices(i.e.,pain/ngthesystemwithtooling).

•  Varioustypesoftransi/onandtransforma/on(T&T)intothecloudfromphysicalmovestocogni/vemigra/onarecoveredaswellaswaveplanningforapplica/ons.

•  T&Tisanintegralpartofcloudservices,andcrea/ngarepeatable,reusable,factorymodelforacustomerhelpstoensureasuccessfulcloudmigra/on.

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Introduc'on

•  Thecloudjourneystartswithbuildingaprivateorsigningupforapubliccloudoffering.

•  Cloudoffersmanyopportuni4esandadvantagesforenterprisecustomers,butalsorevealschallengesmigra4ngexis4ngworkloadintoacloud.

•  Exis4ngworkloadisthemajorityofcloudapplica4onswhenalargeenterpriseadoptscloudandnew,greenfield,developmentsareusuallyanexcep'on.

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DataCentreMigra'on:Terminology•  DataCentreMigra'on(DCM)andDataCentreReloca'on(DCR)arefundamentallythesamething

andrepresentthephysicalorlogicalreloca4onofITservicesfromonehos4ngloca4ontoanother.Thisreloca4oncouldconsistofnophysicalhardwaremovesatall,oritcouldconsistofeverythingbeingloadedintoatruckanddriventothenewloca4on,oranythinginbetween.Some4mes“reloca4on”isassociatedwithpuremoveswithoutmanychangestothesoZwareandmanagement,while“migra4on”isusedforstrongertransforma4ons,suchastoamanagedcloud.

•  DataCentreConsolida'on(DCC)isaDCMorDCRfrommul4plehos4ngloca4onsintofewerhos4ngloca4ons.(IneedawordforDataCentreadds–whereweaddmul4plesitestoasingledatacenterconstruct!)

•  DataCentreTransforma'on(DCT)istheprocessofbringingmaximumtechnical,opera4onalandcostefficiencytotheDataCentrethroughaformalprogramofreviewandtechnologychange.

•  DataMigra'on(DM)isthemigra4onofdatafromoneapplica4on,databaseorservicetoanother,andafarsimplertask,withmanydatareplica4ontechnologiesavailabletosupportsuchdatamovement.DataMigra4onislikelytobeacomponentofaDCM,DCRorDCCprogram(Dagley,2011).

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STEPSFORTRANSITIONANDTRANSFORMATIONDiscoveryPlanningTransforma'onPlanningMigra'onofamovegroupEarly-lifesupportandsteady-state

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CiscoTetra'on–anewwaveplanningtoolFullvisibility:Allinfrastructure,allapplica4ons,alldataInmappingandrecordingadistributedITenvironment,CiscoTetra4onAnaly4csprovidesvisibilityandtelemetrydataacrosseveryapplica4onandinfrastructurecomponent.

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ENGAGINGTHEENTERPRISE:WavePlanning

•  Wavplanningacrossmul4plesitesneedstobeaccomplishedtoensureimagesmoveintheirapplica4ongroups.

•  Awaveisagroupofserversorapplica'onsmigratedinthesame'meperiod.

•  Here,eachsiteisdenotedbyacolorandtheconnec4vitybetweentheserversisindicatedbylines.Notethatthiswouldbeaverydifficultgroupofserverstobreakintowaves.

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TOOLINGANDAUTOMATIONImage-basedtooling(suchasDouble-TakeMoveandPlateSpin)andSANbasedtools(u4lizingvendorssuchasCirrusandVicom)canbeu4lized.ThistoolingchoiceneedstobedeterminedaspartoftheT&Tarchitecture.Othercloudtools,suchasRacemiandRackware,canpainttheimageaswell(eitherpre-orpost-migra4on)forrela4velyminoropera4ngsystemandtoolingchanges.

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BusinessApplica'onOwners•  Beforewegetallenamoredwiththegeekinessofitall,cloudmigra4onisnot

aserverorimagemigra4on;itisanapplica4onmigra4on.•  Theapplica4onownermustbeinvolvedandavailableforinterviews,where

applica4oninforma4onfromautomateddiscoveryisverifiedandvariousserviceaspectsaredetermined.Thisismany4mesnotsustainable.

•  Duringthemigra4onplanning,theapplica4onownercanalsoprovidechangewindowsforthemigra4onandhasinputonthemigra4ondesignandplan.It’sfareasiertohavethisdictatedtotheapplica4onowner,otherwisethetransforma4onwillneverhappen.

•  Thebusinessapplica4onownerisalsoresponsibleforanychangesthatareplannedonapplica4oncomponentsandtobaselinetes4ngbeforemigra4onoftheapplica4onandforUserAcceptanceTes4ng(UAT)oftheapplica4oninthetargetenvironment.

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NetworkingandT&T

•  Mostmigra4onac4vi4esgothroughanetworkchannelintothenewclouddatacenter(excludingtherareliZandshiZandreinstallofapplica4onswithnodatamovement).

•  Thispipehastobereliableandprovideenoughbandwidthforthemigra4onitselfplusthesubsequentproduc4onopera4on.

•  Notethatthetransi4onnetworkshouldbedifferentfromtheproduc4onnetwork,wheneverpossible.

•  Further,notethatmanylargetransi4onsrequireprimaryandbackuppipesfromdifferentvendorsinordertoensureredundancy.

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WANcouldnothandle

transitiontraffic

WANcouldnothandle

transitiontraffic

ComputeBlockandT&T

•  Thecomputeblockisbasedonahypervisor,likeVMwareESXorKVM.•  Theconversionfromphysicaltovirtualorthechangeofthe

virtualiza4onhypervisorcaninfluencetheworkloadindifferentways.•  Theperformanceofthenewhardwareneedstobeatleastequalto

thesourcesystem.•  BenchmarkslikerPerf(Cler,2013)orRPE2(Temple,2012)canhelpin

thatarea.Physicalserversmayalsobeincludedinthecloud.•  Becarefulofrightsizingimageswhentheymove!

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ManagedInfrastructureasaService(MIaaS)

•  (MIaaS)comewiththeirownsystemmanagementtoolsettoprovidebackup,monitoring,patching,securitycomplianceandmanyotherservices.

•  Thesetoolshavetobedeployedontothemigratedsystems,whichischallenging.

•  Eachofthemanagedservices(likemonitors)tobedeployedhasitsownpre-condi4onswhichhavetobefulfilledtosuccessfullyinstallthesoZware.

•  Themigra4onprocesshastoensurethattheseprecondi4onsaremetorevenbeLerthatthemanagedservicesdeploymentsarerobustenoughtofulfilltheirprecondi4onsthemselves.Forthattotakeplacethescopeofthemanagedservicesdevelopmenthastobeextendedtonotonlycoverfreshlyprovisionedbutalsomigratedworkload.

•  Itisimportanttonotethatthemigra4onoftheserverintothecloudcontainsthe“pain4ng”oftheapplica4ontobecloud-compliant.

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Security,complianceandauditrequirements

•  Duringamigra4ontothemanagedCloud,thesystemisaLachedtothecentralizedauthen4ca4onsystemandalllocalunmanagedusersarerevokedunlessspecificexcep4onsareapproved.

•  Therefore,itisimportanttoassesstheuserset-upofeachapplica4oninadvancetolowertheriskofbreakingthebusinessapplica4on.

•  Furthermorethebusinessapplica4onoZenrequiresaconfigura4onchangetobeabletoquerythenewcentralizedAD/LDAPforuserloginsandpermissions.

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Transi'onintoHybridCloud

•  Therearemanydifferentusecasestostarttransi4oningintothecloud.Mostcustomerswon’thavethepossibilitytostartfromscratchwithnewworkload,thereforetheyarelookingintoop4onstoanalyzetheirexis4ngworkloadandmigrateitseamlesslyintotheCloud.

•  TheHybridITBrokerconsidersthetypeofworkloadandproposesthebestfisngtargetcloud(tradi4onal,privateandpubliccloud)aswellasmigra4onscenario.Thefollowingpictureoutlinesthemostcommoncloudusecasesandtheirmigra4onscenarios.

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SimpleWorkloadDiscoveryandMigra'onExecu'on

–  IndependentWorkloadViewassumesworkloadwithcommonimagescanbeseparatedi.e.eachworkloadisconsideredonit’sown.Thisresultspoten4allyinsplisngimagesusedbymorethanoneworkload

–  CombinedWorkloadViewassumesaworkloadisonlymigratedtothecloudifallitsimagescanbemigrated.Workloadswithcommonimagesareonlymigratedtogether,i.e.ifoneworkloadcannotbemigrated,neithercananyoftheworkloadsthatsharethecommonimagewiththisworkload.

Intheself-servicefashion,outsourcedcustomerswouldliketouseanintegratedportalasmainpointofentryfortheirworkloaddiscoveryandmigra4on.Inasimpleworldthecustomerswouldbegiventheabilitytouploadaflat-filebasedimagefromhisworkload.IndustrystandardwouldbetheOpenVirtualiza4onFormat(OVF),whichsupportsV2VfromdifferenthypervisorsplusalsoP2Vtransforma4ons.TheOVFcontainsthemetadatainforma4onoftheVMplustheactualvirtualdisks.Byanalyzingthemetainforma4on(VMvirtualhardwaresizingplusplatorm)andtheactualcontentintheVDISKtheHybridITBrokerwouldhavetheabilitytomakeajus4fieddecisionwhatthemostsuitabletargetplatorm(Graf,2015).

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QualityGates

•  Nogovernanceiscompletewithoutincludingqualitygates.Thewavelifecyclecontainsqualitycheckpointsattheendofeachphase(asinthefigurebelow),e.g.,toensurethatrelevantapplica4onandmiddlewarediscoveryhasbeencompletedbeforefinalplansaremade,andthatplansarefinalwithallrelevantaspectsbeforemigra4onstarts.

•  Phasesthathaveacri4calmilestoneaspartoftheirprocesshaveacheckpointwithinthephase,e.g.detaileddesigncontainsafinancialcheckpoint,andmigra4oncontainsamigra4onGo/NoGocheckpoint.

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ØUpdated App Exclusion List

Ø Handover checklist

Ø Application Acceptance Report

Ø Pre-Migration Checklist

Ø Post-Migration Checklist

Ø Qualification (IQ/OQs)

Ø Application Group HW/SW Qualification Certificate

Ø Test Plans Ø Solution Design

(ISD) Ø Updated Wave

Plan & Migration Schedule

Ø Infra Sol Design (ISD)

Ø App Cost info

Ø Wave Scope Document

Ø Wave App Exclusion List

Ø Network Test Results

Ø Data Center Capacity Requirements

Ø Project Plan

Ø Roles & Resp

Ø AAQs

ØUpdated App Exclusion List

Ø Handover checklist

Ø Application Acceptance Report

Ø Pre-Migration Checklist

Ø Post-Migration Checklist

Ø Qualification (IQ/OQs)

Ø Application Group HW/SW Qualification Certificate

Ø Test Plans Ø Solution Design

(ISD) Ø Updated Wave

Plan & Migration Schedule

Ø Infra Sol Design (ISD)

Ø App Cost info

Ø Wave Scope Document

Ø Wave App Exclusion List

Ø Network Test Results

Ø Data Center Capacity Requirements

Ø Project Plan

Ø Roles & Resp

Ø AAQs

QC-1Assessment

QC-3 Detailed Design

QC-4Implementation

Planning

QC-6Post Migration

QC-7Handover

QC-2 Financial

QC-5Migration Go/No-Go

GlobalQuality

PlanApplication Group HW/SW Qualification Certificate

Wave Qual Reports

Global ICON

QualityReport

Wave ISD

Soft Ckpt

Hard Ckpt

Soft Ckpt

Hard Ckpt

Wave Scope Document

Wave ISD Signoff

CH

ECK

POIN

TSM

ILES

TON

ES

DEL

IVER

ABLE

S

CLOSURE Wave/GlobalHANDOVER MIGRATION

EXECUTION

Ø WQR: All App Groups completed

Ø GIQR: All Waves completed

Handover Checklist

Application Group Pre/Post Migration checklists

IMPLEMENTATIONPLANNINGDETAILED DESIGNAPPLICATION

ASSESSMENT KICKOFF

PHAS

E

Tes'ngeffortandacceptanceofmigra'onwindow •  Servicedisrup4onduringmigra4onis

unavoidable.Beforetheexecu4onofthemigra4onanagreementhastobereachedwiththebusinessownersoftheapplica4onforwhenandforhowlongitisacceptabletobeunavailable.

•  Asetofmigra4onac4vi4es,likedatatransfer,canhappeninparalleltotheproduc4onopera4onoftheapplica4onbutatacertainpointin4methemigra4onwindowforthecut-overhastobestarted.

•  Prac4calexperiencesshowthatitischallengingtofindanagreementwiththebusinessforoneormoremigra4onwindows.

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Paten4ngHeritage

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