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How to Build a Proper Software Staging
Environment for Testing
MIND CTI Ltd

Andrei Hrisca
QA-Testing Group Leader

November 2013
Agenda

Topic
What is a staging environment?
Why do we need this? Who is the beneficiary?
How do we build it?

How to Build a Proper Software Staging Environment for Testing

Slide 4 of 22
What is a
staging
environment?
What is a staging environment?
Typical types of environments (from purpose point of view):
 Development environment


The software is developed

 Testing environment


The developed software is internally tested

 User acceptance testing (UAT) environment


The software is tested with or by customer

 Staging environment (pre-production)


after QA and customer sign-off and before operations sign-off



“dress rehearsal of deployment”

 Production environment

How to Build a Proper Software Staging Environment for Testing

Slide 6 of 22
It doesn’t
work.
I need help!

Why do we need it?

It’s working
on my
machine

Who is the
beneficiary?
Why do we need it? Who is the beneficiary?
Production environment

Production environment

Staging environment (must be)

Staging environment (must be)

UAT environment (should be)

UAT environment (must be)

What if?....
Testing environment (might be)

Testing environment (must be)

Development environment (nice to have)

Development environment (must be)

How to Build a Proper Software Staging Environment for Testing

Slide 8 of 22
How do we build it?
How do we build it?

 Assess the scope
 Estimate the appropriate sizing
 Choose the methods and tools
 Set up working procedures

How to Build a Proper Software Staging Environment for Testing

Slide 10 of 22
How do we build it?
 Assess the scope



Building staging environments for testing and development
Main capabilities:
 Easy to maintain

 Minimal costs

 Portability: clone them “as it is” with minimal manual intervention

 Ability to replicate them “on demand”, several times in a reasonable time

 Ability to roll back to the initial stage

How to Build a Proper Software Staging Environment for Testing

Slide 11 of 22
How do we build it?

 Assess the scope
 Estimate the appropriate sizing
 Choose the methods and tools
 Set up working procedures

How to Build a Proper Software Staging Environment for Testing

Slide 12 of 22
How do we build it?
 Estimate the appropriate sizing:


How many projects (ongoing or upcoming)



How many versions



How many machines per environment

 Sample:
QA - Testing
Projects:

Development

10 x

10 x

5x

Versions:
Servers:
(10 x 2 x 3)

+
= 105

(10 x 1 x 3)

How to Build a Proper Software Staging Environment for Testing

+

(5 x 1 x 3)

Slide 13 of 22
How do we build it?

 Assess the scope
 Estimate the appropriate sizing
 Choose the methods and tools
 Set up working procedures

How to Build a Proper Software Staging Environment for Testing

Slide 14 of 22
How do we build it?
 Choose the tools and methods


Why Virtualization
 Reduce power consumption
 Increased reliability

 Reduce data center footprint
 Better /automatic resource management
 Reduce hardware vendor ‘locks’
 Easy to migrate in cloud

vs.

How to Build a Proper Software Staging Environment for Testing

Slide 15 of 22
How do we build it?


Hardware requirements
 How many physical servers

• 16 cores, 128 GB RAM can support 25 VM
• building them incrementally
 Resource allocation

• CPU vs. RAM
• I/O bottleneck (use dedicated storage)
• Network capacity (separate adapter for management)
 Scalability

• solve performance issues by hardware upgrade

How to Build a Proper Software Staging Environment for Testing

Slide 16 of 22
How do we build it?


Hypervisors

Type 1

vs.

Hypervisor

Type 2

Hypervisor
Host OS



Type 1 (bare-metal)







VMWare ESX
Microsoft Hyper – V Server
Citrix Xen Server
Oracle VM Server

Type 2 (hosted)





VMWare Player
Microsoft Virtual PC
Oracle VirtualBox
KVM (open source)

How to Build a Proper Software Staging Environment for Testing

Slide 17 of 22
How do we build it?

 Assess the scope
 Estimate the appropriate sizing
 Choose the methods and tools
 Set up working procedures

How to Build a Proper Software Staging Environment for Testing

Slide 18 of 22
How do we build it?
 Set up working procedures


Export / Import the production environment
 Sanitization
 Identify and eliminate unnecessary data



Duplicate and distribute the environment
 Snapshots
 Automatic upgrade following iterative development

How to Build a Proper Software Staging Environment for Testing

Slide 19 of 22
How do we build it?


Duplicate and distribute the environment
 Linked clones

Linked clone:

Classic clone:

 Network isolation
10.0.2.2
10.0.2.1

10.0.2.2
10.0.2.1

10.0.2.3

192.168.0.3

– 0.5

192.168.0.6

10.0.2.3

– 0.8

192.168.0.2

How to Build a Proper Software Staging Environment for Testing

Slide 20 of 22
Conclusions


Developers will be able to easily reproduce most
of the bugs



Testers will not spend time to reproduce complex
bugs and validate the solutions for them



Customer will get a quality product with less

defects

How to Build a Proper Software Staging Environment for Testing

Slide 21 of 22
Thank you!

Keep us in mind!

www.mindcti.com

sales@mindcti.com

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How to build a proper software staging environment for testing

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  • 3. How to Build a Proper Software Staging Environment for Testing MIND CTI Ltd Andrei Hrisca QA-Testing Group Leader November 2013
  • 4. Agenda Topic What is a staging environment? Why do we need this? Who is the beneficiary? How do we build it? How to Build a Proper Software Staging Environment for Testing Slide 4 of 22
  • 6. What is a staging environment? Typical types of environments (from purpose point of view):  Development environment  The software is developed  Testing environment  The developed software is internally tested  User acceptance testing (UAT) environment  The software is tested with or by customer  Staging environment (pre-production)  after QA and customer sign-off and before operations sign-off  “dress rehearsal of deployment”  Production environment How to Build a Proper Software Staging Environment for Testing Slide 6 of 22
  • 7. It doesn’t work. I need help! Why do we need it? It’s working on my machine Who is the beneficiary?
  • 8. Why do we need it? Who is the beneficiary? Production environment Production environment Staging environment (must be) Staging environment (must be) UAT environment (should be) UAT environment (must be) What if?.... Testing environment (might be) Testing environment (must be) Development environment (nice to have) Development environment (must be) How to Build a Proper Software Staging Environment for Testing Slide 8 of 22
  • 9. How do we build it?
  • 10. How do we build it?  Assess the scope  Estimate the appropriate sizing  Choose the methods and tools  Set up working procedures How to Build a Proper Software Staging Environment for Testing Slide 10 of 22
  • 11. How do we build it?  Assess the scope   Building staging environments for testing and development Main capabilities:  Easy to maintain  Minimal costs  Portability: clone them “as it is” with minimal manual intervention  Ability to replicate them “on demand”, several times in a reasonable time  Ability to roll back to the initial stage How to Build a Proper Software Staging Environment for Testing Slide 11 of 22
  • 12. How do we build it?  Assess the scope  Estimate the appropriate sizing  Choose the methods and tools  Set up working procedures How to Build a Proper Software Staging Environment for Testing Slide 12 of 22
  • 13. How do we build it?  Estimate the appropriate sizing:  How many projects (ongoing or upcoming)  How many versions  How many machines per environment  Sample: QA - Testing Projects: Development 10 x 10 x 5x Versions: Servers: (10 x 2 x 3) + = 105 (10 x 1 x 3) How to Build a Proper Software Staging Environment for Testing + (5 x 1 x 3) Slide 13 of 22
  • 14. How do we build it?  Assess the scope  Estimate the appropriate sizing  Choose the methods and tools  Set up working procedures How to Build a Proper Software Staging Environment for Testing Slide 14 of 22
  • 15. How do we build it?  Choose the tools and methods  Why Virtualization  Reduce power consumption  Increased reliability  Reduce data center footprint  Better /automatic resource management  Reduce hardware vendor ‘locks’  Easy to migrate in cloud vs. How to Build a Proper Software Staging Environment for Testing Slide 15 of 22
  • 16. How do we build it?  Hardware requirements  How many physical servers • 16 cores, 128 GB RAM can support 25 VM • building them incrementally  Resource allocation • CPU vs. RAM • I/O bottleneck (use dedicated storage) • Network capacity (separate adapter for management)  Scalability • solve performance issues by hardware upgrade How to Build a Proper Software Staging Environment for Testing Slide 16 of 22
  • 17. How do we build it?  Hypervisors Type 1 vs. Hypervisor Type 2 Hypervisor Host OS  Type 1 (bare-metal)      VMWare ESX Microsoft Hyper – V Server Citrix Xen Server Oracle VM Server Type 2 (hosted)     VMWare Player Microsoft Virtual PC Oracle VirtualBox KVM (open source) How to Build a Proper Software Staging Environment for Testing Slide 17 of 22
  • 18. How do we build it?  Assess the scope  Estimate the appropriate sizing  Choose the methods and tools  Set up working procedures How to Build a Proper Software Staging Environment for Testing Slide 18 of 22
  • 19. How do we build it?  Set up working procedures  Export / Import the production environment  Sanitization  Identify and eliminate unnecessary data  Duplicate and distribute the environment  Snapshots  Automatic upgrade following iterative development How to Build a Proper Software Staging Environment for Testing Slide 19 of 22
  • 20. How do we build it?  Duplicate and distribute the environment  Linked clones Linked clone: Classic clone:  Network isolation 10.0.2.2 10.0.2.1 10.0.2.2 10.0.2.1 10.0.2.3 192.168.0.3 – 0.5 192.168.0.6 10.0.2.3 – 0.8 192.168.0.2 How to Build a Proper Software Staging Environment for Testing Slide 20 of 22
  • 21. Conclusions  Developers will be able to easily reproduce most of the bugs  Testers will not spend time to reproduce complex bugs and validate the solutions for them  Customer will get a quality product with less defects How to Build a Proper Software Staging Environment for Testing Slide 21 of 22
  • 22. Thank you! Keep us in mind! www.mindcti.com sales@mindcti.com