1. Accelerating the adoption of Cloud Computing
Planning an OpenStack PoC
Webinar
April 10, 2014

2. © Solinea, Inc.
Speakers Today
– 20 years as architect of infrastructure solutions
for the enterprise
– Experience designing and deploying across US,
APAC and Emerging Markets
– Specializes in infrastructure adoption in the
worlds largest enterprises across people,
process and technology
2
– Managed and delivered some of the largest
cloud deployments, both public and private,
worldwide
– Business and technical leadership to service
providers and enterprises around the world
– Prior to Solinea, Seth was a Director in the
Product Management Group at Cloudscaling
Brad Vaughan
Seth Fox

3. © Solinea, Inc. 3
Solinea Overview
Cloud is the only domain we focus on, with vertical
industry and horizontal solutions specialization
Purpose-built
for cloud
Track record of success architecting, building and
operating production clouds – private and public –
world-wide
Proven Delivery
Success
We understand cloud adoption challenges of global
companies
Enterprise IT
Experience
Integrated capabilities lifecycle: cloud strategy,
architecture, implementation and adoption services
Unique
Approach
!
!
Accelerating Open Infrastructure Adoption
Built the first OpenStack production clouds and
contributors to the platform since its inception
OpenStack™
Experience

4. © Solinea, Inc.
Webinar Agenda
Why a Proof of Concept (PoC)?
Select PoC Candidate Workloads
Creating a Test Plan
PoC Architecture
Deployment Planning
Solinea Jumpstart Methodology
4

5. © Solinea, Inc.
Technology Evaluation Continuum
Sandbox
• Informal exploration of
technology
• Small scale
installation to allow for
experimentation
• Single user/operator
testing
Proof of Concept
• Quantifiable proof of business value to
multiple business stakeholders
• Scoped and budgeted project with
assigned staffing
• Proving technical viability for specific
use case and solution
• May also evaluate competing
solutions
• Fully understand the impact/value
across multiple business units/
workloads
Pilot
• Initial build-out of
tested solution
• Limited user
community and SLAs
• Operated with
production tooling and
support
5

6. © Solinea, Inc.
Setting Goals & Criteria
Sandbox
• No predefined goals
or criteria
• Reduced HW
footprint
• Functional
understanding of
technology
Proof of Concept
• Prove a hypothesis
• Goals must be directly link to the
business requirements for approving
next steps
• Generate convincing data
comparing current state solution
• Prove ROI and Investment
• Gain practical skills and
understanding, to properly design the
end state
• Understand impact on IT lifecycle
service development and delivery
process
Pilot
• Production quality/
performance goals
• Successful
completion of
Preproduction QA
testing
• Completion of user
testing
6

7. © Solinea, Inc.
Candidate Workloads
! Selection Criteria
– Solve a existing problem
– Workload/application profile
– Representative architecture pattern
– Complexity and dependency
– Supportability, Customization
! Stakeholder Involvement
– Resource commitment
– Is the pain point real
! Measurability
– Existing quantifiable testing
– Historical data
7

8. © Solinea, Inc.
Selecting Tests
! Defining the scope (breadth and depth of PoC)
! Defines timeline, cost and complexity
! Application level testing
– Primary issue is finding existing test with actual data
– Needs to be self contained with limited dependency on other production
or test/dev systems
– Many applications require refactoring to take advantage of cloud
architecture
! Largest number of tests are generally functional testing
– Auto-scaling
– High Availability
– Operational
! Non-functional tests can be challenging
– PoC is usually only functional simulation of production
– Performance, capacity limited unless you have comparable benchmarks
8

9. © Solinea, Inc.
Creating a Test Plan
! The candidate selection process should have
identified a workloads with existing test harness
! Developing, architecting and implementing
testing tools is time consuming and complicated
! Formal definition of use cases is required to
ensure a valid scope
9
Use Case ID
Purpose
Pre-requisites
Required Data
Steps
Expected Results
Actual Results

10. © Solinea, Inc.
OpenStack Operational Use Cases
! Exercise the APIs
– Create and destroy
Objects (e.g. users,
tenants, flavors, image)
– Start/Stop, Enable/
Disable
! Non-functional features
– Upgrading the
environment
– High availability /
Failover
! Backup and recover
10

11. © Solinea, Inc.
OpenStack Testing Tools
! Several tools available
– Tempest: automated CI/CD test suite for OpenStack
– Rally: benchmark OpenStack at scale
! Valuable to validate PoC platform install prior to
running other tests
! Can be very complicated to configure
! Types of Tests
– API – RESTful calls
– CLI – read-only actions of the client
– Scenario – often operational actions
– Stress – used primarily to identify race condition bugs
– 3rd Party – test non-native API’s like EC2 compatibility
11

12. © Solinea, Inc.
This test showcases the ability for the cluster to
grow and shrink as needed to handle expected
and unexpected high load and can scale
according to the level of load pushed against the
cluster
Benefits
Results 1 2
1
2
Once the stress testing load was initiated there was
about 60K to 80K requests per second. During this
initial phase the single caching server generated a
sustained CPU load over 75% (Red Bars). This
triggers a heat alarm which will launch and configure
a new caching server.
1
This new caching server is joined to the cluster and
gets an equal number of requests distributed to itself.
This causes the overall Cluster CPU load average to
decrease by roughly half. This should allow the
overall cluster to handle significantly more requests
per second.
2
Test Results: Auto Scaling
12

13. © Solinea, Inc.
Example PoC Plan
13

14. © Solinea, Inc.
! Equipment
– Rack
• RUs, Power, A/C
– Servers
• Controller, Storage,
Compute
– Storage
• Storage software,
drives, backup space
– Networking
• Networks, IPs, SSL
certs
! Software & Data
– OpenStack Code
– Application Software
• Licenses
• Who will install
• Who will customize
– Testing Tools
• Install and configure
– Sample Datasets
• Which datasets (live,
test) ?
! Privacy and Security
14
Identifying the Prerequisites

15. © Solinea, Inc.
Example Skills Matrix
Role Networking Compute Storage Other
“OpenStack”
Generalist
Good Linux
networking
experience
Excellent hypervisor
skills
Excellent Linux
administration skills
Config management
with Puppet, Chef,
etc.
Experience
administrating
iSCSI or NFS
servers
General python
scripting
Experience using
OpenStack
clouds
Network Specialist Strong general L2/L3
skills with chosen
ToR switches
Excellent virtualized
networking skills
(OVS, linux bridging,
etc.)
Experience with
chosen hypervisor(s)
Experience with NICs
and IPMI/ILo on
chosen hardware
Understanding of
network tuning for
iSCSI / NFS traffic
Storage Specialist Familiarity with
iSCSI / NFS tuning
Excellent tuning/
troubleshooting
with chosen
storage
15

16. © Solinea, Inc.
OpenStack Distributions
16
Sandbox
• DevStack
• RDO
• Fuel
Proof of Concept
• RDO/RHEL OSP
• Fuel
• Piston
• Cloudscaling
• Stackops
• Many others …
Pilot
• RHEL OSP
• Fuel
• Piston
• Cloudscaling
• Stackops
• Many others …

17. © Solinea, Inc.
Distribution Selection Criteria
! Price
! Adoption
! Support Offerings
! Installation Simplicity
! Maintainability and Management
! OpenStack release
! Value Added Tools
! Specialized Features
– Storage
– VMware integration
– Quota
– SDN
! Familiarity
17

18. © Solinea, Inc.
Logical Architecture
18
Object Store
• Swift Proxy
• Container
• Object
• Account
Controller(s)
• All APIs
except Swift
• Neutron
gateway
• Qpid
• MySQL
Jump Box
• Foreman
• Repository
• Heat VM
• Horizon
• SSH
Compute
• Nova compute
• Neutron agent Block
• iSCSI
• Cinder
IPMI Network
Mgmt Network
Storage Network
Public Network
192.168.103.0/24
Private Network
192.168.1.0/24
Floating IPs
10.10.1.0/24
192.168.102.0/24
192.168.101.0/24

19. © Solinea, Inc.
Unit
Segment
Role
Hardware
42
Network
Switch
(IPMI)
Cisco
2xxx
41
Switch
(Service)
Arista
7150
40
Switch
(Management)
Cisco
3xxx
39
Management
cntr-­‐01
Quanta
X12RS
38
cntr-­‐02
Quanta
X12RS
37
cntr-­‐03
Quanta
X12RS
36
cntr-­‐04
Quanta
X12RS
35
cntr-­‐05
Quanta
X12RS
34
cntr-­‐06
Quanta
X12RS
33
Compute
comp-­‐01
Quanta
X12RS
32
comp-­‐02
Quanta
X12RS
31
comp-­‐03
Quanta
X12RS
30
comp-­‐04
Quanta
X12RS
29
comp-­‐05
Quanta
X12RS
28
comp-­‐06
Quanta
X12RS
27
comp-­‐07
Quanta
X12RS
26
comp-­‐08
Quanta
X12RS
25
comp-­‐09
Quanta
X12RS
24
comp-­‐10
Quanta
X12RS
23
KVM
Monitor
+
KVM
Dell
KVM
22
21
Admin
jump-­‐01
Quanta
X12RS
20
Block
iscsi-­‐01
Quanta
X22RQ
19
18
iscsi-­‐02
Quanta
X22RQ
17
16
iscsi-­‐03
Quanta
X22RQ
15
14
Object
obj-­‐01
Quanta
X22RQ
13
12
obj-­‐02
Quanta
X22RQ
11
10
obj-­‐03
Quanta
X22RQ
9
8
obj-­‐04
Quanta
X22RQ
7
6
obj-­‐05
Quanta
X22RQ
5
4
3
2
1
! Servers
– Minimal server hardware
configuration diversity
– One model for compute, one
for storage
– Most people segregate
compute, object and block
storage from controller
nodes
! ToR Switches
– 10Gb networking for public,
management and data
networks
– 1GB for IPMI
! Storage will be determined
by workload needs
– NFS, iSCSI, Swift and Ceph
dominate storage configs
19
Example Hardware Design

20. © Solinea, Inc.
OpenStack PoC Evaluation Weighting
(0 to 5)
5=most
important
RHEL OSP SUSE
Rank Weighted Score Rank
Weighted
ScoreCriteria
1. Compute Resources
This category defines the attributes of the compute resource that are under control of the end user. The end user should be able to configure the capacity and
attributes of a compute unit with minimal friction and deploy the appropriate level of resources without the need to "over provision". The ideal situation is to have
granular control over both the workload capacity of the compute unit and the service level. The compute unit should be able to easily scale to meet a variety of
workloads, I.E. once the initial compute unit is provisioned you should be able to easily add incremental and storage resources.
Compute
B. Ability to configure private flavors 4 5 20 3 12
C. Ability to configure memory in GB increments from .5 to 128 4 5 20 4 0
D. Ability to configure attached storage in GB increments to 1TB 4 5 20 3 12
F. Ability to meter usage in 1 hour increments 1 5 5 2 2
G. Compute resource configuration changes can be made via the
portal or via an API call 5 5 25 1 5
H. Ability to upload images into service catalog 5 5 25 2 10
I. 3 5 15 2 6
Compute Score 5.0 18.6 2.4 6.7
Allocation of Compute Score 15% 0.8 2.79 0.4 1.01
2. Storage Resources
This category defines the attributes of the storage services that are under control of the end user. Two categories of storage services are listed Object based storage
and Block based storage. Object based storage, which would be appropriate for storing backups, images, archives, etc. Object based storage is used when latency
and performance are not top criteria and low cost/high volume requirements preside. Object based storage is not part of the local attached file system. Amazon web
services S3 or Openstack SWIFT are examples of object based storage. Block based storage refers to the typical file system storage that is directly accessible by OS
and conforms to the file system structure in use by the Guest OS. Block based storage can be delivered using a variety of service levels and is often classified
using IOPS , latency or QoS levels.
Object
based
storage
A. Ability to read, write and delete and Secure objects ranging in size
from 1 byte to 5 terabytes 2 3 6 1 2
B. Objects can be stored over geographically tiered locations 1 4 4 2 2
E. Accessible via APIs 1 5 5 3 3
E. Objects are taggable and versioned 1 3 3 4 4
F. Objects are replicated to multiple locations 1 2 2 6 6
Block-­‐based
storage
A. Integrate with compute (attach/detach) 3 2 6 3 9
B. Multiple SLAs based tiers of block storage service 3 5 15 1 3
C. Ability to provide point-in-time snapshot backups
2 5 10 5 10
D. Ability to resize volumes 1 5 5 7 7
E. Available across geographically dispersed locations 1 5 5 3 3
F. Storage has configurable IOPS 1 5 5 1 1
G. Metering is produced on volume/GB hours 1 5 5 2 2
Storage Score 4.1 5.9 3.2 4.3
Allocation of Storage Score 15% 0.6 0.89 0.5 0.65
! Weighted ranking approach
to evaluation
– Simple pass/fail testing
doesn’t capture flexibility and
non-functional capabilities
– Scoring metrics should be
detailed to reduce subjective
nature
! Each use case and test
should have several rating
criteria
! Should always be
accompanied by testing
output and narrative for
executive audiences
! Very useful in vendor/
technology comparisons
20
Evaluation Example

21. © Solinea, Inc.
Example: Cloud vs. Appliance Evaluation
PoC
! Cost: $125K + Services
! Timeframe: 3 weeks
! Performance: 40 minutes
Legacy Appliance
• Cost: $1.2MM
• Timeframe: 2 weeks
• Performance: Did not compute
Use Case Tested for Comparative Purposes:
• A predefined and parsed data set is preloaded on
Hadoop
• Map/Reduce transforms the data to a number of key and
value pairs
• The Map/Reduce job is submitted
• Job is monitored for completion

22. © Solinea, Inc.
Workshop
! Workload Analysis and
Categorization
! IaaS architecture confirmation
! Bill of Materials (BoM)
! Implementation Plan to
immediately go into POC
Proof of Concept
! Logical & Physical Architecture
! OpenStack Build Specification
! OpenStack Cloud (single rack);
! Training & Mentoring Program.
22
Solinea Services
! ! !
"
Conceive Architect Integrate Adopt
We can make your PoC a success!
A repeatable methodology. Proven with our customers.

23. © Solinea, Inc. 23
Resources Available on solinea.com
! Slides / Project Plans for this webinar
– Replay and Materials available in 24-48 Hours
– Emails will be sent with link
! Upcoming Webinars
– OpenStack Icehouse Preview – April 22nd
! Replays / Downloads Available Now
– Building OpenStack Block Storage into your Cloud
– Making the case for OpenStack in the Enterprise
– OpenStack Breaking into the Enterprise

24. Accelerating the adoption of Cloud Computing
Proprietary and Confidential - Not to be distributed without prior written permission from Solinea, Inc.
Thank You
Solinea, Inc.
404 Bryant Street
San Francisco, CA 94110
www.solinea.com