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Engineering DevOps Right
the First Time
Marc Hornbeek
Principal Consultant – DevOps, Trace3
39 years experience architecting, designing, developing and managing high-
performance solutions for IT and engineering infrastructures deployed in
commercial and government applications globally.
• Served as CEO, Board Member, founder, corporate executive, CTO, VP,
General Manager, Principal Consultant, Senior Solutions Architect and
Professional Engineer.
• Held key roles at Bell-Northern Research, Tekelec, ECI Telecom, GSI Lumonics,
Vpacket, EdenTree Technologies, Spirent Communications and Trace3.
• Innovation lead over many successful automation, Lab-as-a-Service and
DevOps projects for systems manufacturers and operators.
• Regular speaker, blogger, author and educator on topics including DevOps,
Lab-as-a-Service and continuous test automation.
• Author for the DevOps Institute, DevOps Continuous Delivery Architect
course and the DevOps Test Engineer course.
• 41-year senior member of the IEEE, 2016 outstanding engineer
• IEEE Region 6 - Western United States.
Skills: Consulting – DevOps, LaaS, QA, Test Automation, Engineering Leadership
https://www.linkedin.com/in/marchornbeek Skype: mhexcalibur
http://devops.com/author/marc-hornbeek/ Twitter: mhexcalibur
“DevOps-the-gray”
3
References
http://computer.ieee-bv.org/wp-
content/uploads/2016/03/2016-03-
09_Test_Automation.pdf
http://computer.ieee-bv.org/wp-
content/uploads/2015/10/2015-
09-09-DevOps.pdf
https://trace3.com/wp-
content/uploads/2016/09/Engineering
_Devops_to_Meet_Business_Goals.pdf
4
Companies with high-
performing IT
organizations are twice as
likely to exceed their
profitability, market share
and productivity goals.
5
Only a minority of
enterprises are
achieving high-
performance DevOps
implementations. Many
are struggling to realize
DevOps at all, at the
level of business units
and enterprise.
6
Dev Perspective
Velocity
Productivity
Continuous
Delivery
7
Ops perspective
 Application quality
problems
 Security events
 Pipeline failures
 Interruptive Reverts
 Process delays
 Schedule delays
 Cost overruns
 Audit failures
8
Cultural Divide
Dev “Agility!” Ops “Stability!”
9
Technology Complexity
• Applications & data
• Process artifacts
• Tools &
infrastructure
• Controlled
workflows
• Product and
process MTTR
10
Organic Bottom-up Approach
• Evolution process
• Local initiatives
• Competing solutions
• Lots of false starts
• Winners and losers
11
Top-down/middle-out approach
• Strategic
• Leader sponsored
experiments
• Accelerated
convergence
• Everybody is a winner !
12
7 Pillars of DevOps
• Collaborative culture
• Design for DevOps
• Continuous Integration (CI)
• Continuous Testing (CT)
• Continuous Monitoring (CM)
• Elastic Infrastructures
• Continuous Delivery and
Deployment (CD)
http://trace3.com/blog/7-pillars-of-devops-essential-
foundations-for-enterprise-success-2/#.WDI5kMfrtqM
13
Integration Orchestration
Leadership
Collaborative
CultureDesign for
DevOps
Continuous
Integration
Continuous
Monitoring
Elastic
Infrastructures
Continuous
Del. & Deploy.
Continuous
Testing
DevOps Transformation requires a Symphony
14
Top-down/middle-out preferred over silo’d/organic
Top-down/middle-out
- Business level goals
- Transformed leadership
- Satisfied staff
- Progressive business success
every 4-6 months
- 2 years to enterprise-wide
success
Silo’d, organic
- Organizational goals / friction
- False starts, high % of failures
- Dissatisfied staff
- Silos of success every 6 months
but some counter-productive
- 5+ years to enterprise-wide
success
Leadership & Culture Transformation
Managing leaders
Organization silos
Functional goals, rewards
Local processes
Local infra/tools
Local training
Local level KPIs
Facilitating leaders
Collaborative org structure
Business goals, rewards
Local services
Infra/tools as services
Cross training
Business level SLAs
Courage
Passion
Investment
Measurement
16
6. Services and Solution
Roadmap
5. Analysis
4. Solution Vision Discussion
3. Deep Assessment
Tool and Infrastructure
DevOps pipeline workflows
2. Broad
assessment
1. Goals
Strategic Engineering Approach
© 123RF Stock Photo
Journey of Engineering Engagement & Evolution
18
Leadership Alignment
Business improvement goals (Example):
1) Reduce time-to-market from 30 days to 7 days.
2) Make workflows visible to all stakeholders.
3) Change the culture have good communication
flow, cooperation and trust.
4) Reduce the frequently of failures from weekly to
monthly.
5) Reduce unplanned work from 30% to 20%.
Gap Assessment
Where are you now?
Can Dev, QA and Ops
see how each feature
and release is
performing at each
stage in the pipeline?
Do you have an
orchestration tool
that forms the
backbone of an end-
to-end pipeline?
Does your culture
have DevOps goals,
rewards and training
for leaders and staff?
How many of your
tests are automated
for each stage in the
pipeline? How long does it take
anyone in Dev, QA or Ops to
obtain a test environment?
How long does it take
to deploy a change?
Are your designers
designing according
to the principles of
12-factor apps.?
How long does it take
to build and package
a new version?
19
20
Agility
Lack of innovation
Quality
Failure frequency
Stability
Long problem fix time
Efficiency
Wasted resources
Re-invest resources
freed by improved
efficiency.
Modular Continuous
delivery & Deployments
Continuous Testing
and Monitoring
Continuous Integration,
micro-services & elastic
Infrastructures
Time
durations
Defect find
rate
Work
Rate
Process engineering optimizations
requires balancing three dimensions
across multiple dependent pipeline stages.
Process Re-engineering
21
Model the DevOps Pipeline
To meet agility, efficiency, quality and stability goals it is necessary to tune and
balance process input rates, stage durations, and stage defect find rates.
• Adjust input rates to meet required output rates.
• Adjust defect find rates so that bugs are found during earlier stages
• Adjust stage processing time to equalize continuous flow.
The DevOps Machine
Changes
represented by
balls
Deployed
changes
Rejected
changes
http://www.slideshare.net/MarcHornbeek/devops-machine
Results of simulation runs
Optimum agility, efficiency, quality and
stability were achieved when input
rates are highest, stage durations are
short, most bugs are found during
earlier stages of the pipeline, and the
time between stages is equal so there
is continuous flow.
Faster
backlog rate
is best
Finding more
defects early
and
throughout
pipeline is best
Smaller later
stages is best
These results are satisfying because they
confirm a number of DevOps tenets:
“Deliver frequently”, “Fail Fast”, “Fail Early”,
and “Fail Often”. The model demonstrated
the basis of the business value of DevOps:
accelerate of innovation with quality. 
24
Analyze Pipeline Elements – Time, Tools, Metrics
Dev CI CD
CT CM
25
1) Using the timing goals, determine a time budget for each stage that will equalize the
stage timings and meet the end-to-end timing goal. (Total time/# stages)
2) Set a failure budget for each stage such that each stage fails at least 20% more than
the subsequent one. (Failure_RateStage(X) = 1.2 x Failure_RateStage(X+1))
3) Set the input rate equal to the goal release rate increased by the sum of the expected
cumulative failures through the pipeline.
4) Identify strategies to shorten the stage times that will meet the end-to-end time.
5) Identify strategies to increase defect find rates higher in earlier stages to match the
budgets.
6) Rework the work-flows to match the new time and defect detection budgets.
7) Identify team, process, tools and infrastructure changes
DevOps Pipeline Engineering
26
1. Task automation - eliminate manual tasks
2. Faster stage transitions - automate gate checks
3. Reduce waste by halting processes upon verdict
failures
4. Horizontal scaling - process modules in parallel
5. Vertical scaling - process each module faster
6. Dynamic scheduling – only process what is relevant
to the changes in the pipeline
26
Sample tactics - shorten stage
times
2727
Sample tactics- Shift left defect
detection
1. Increase test coverage (E.g.. Static analysis
checkers, more test cases, better tests)
2. Test using production configurations earlier.
3. Test-Driven-Development TDD
4. Pre-Flight testing
5. Reduce wasted test time by halting processes upon
failed jobs
6. Horizontal test scaling - run tests in parallel
7. Vertical test scaling - run test processes faster
8. Dynamic scheduling – only test what is relevant for
changes in the pipeline
2828
Sample tactics - security
1. Use security static analysis during the Dev and CI
stages with security checkers turned on.
2. Do not put credentials in automation scripts!
3. Include dynamic pen and DDS security test cases
in functional & regression tests
4. Security test all production variations of OSs and
browsers
5. Live audits of production node for latest security
patches supported by CMM
6. ACLs for pipeline stage artifacts & multi-tenancy
labs
Security
Unauthorized uses
Security integrated
into end-to-end
pipeline
2929
Sample tactics - Satisfaction
1. Leaders frequently clarify business goals and
results with all staff.
2. Redefine or create new roles as needed to fill
gaps.
3. Empower staff to stop the pipeline and call for
action if they see problems. (The red button on
the assembly line.)
4. Training for DevOps practices and skills.
5. Awards and incentives for collaborative
successes.
Satisfaction
Employee frustration
Collaborative end-
to-end workflows
30
Control DevOps Technology & Process Evolution
ServiceNow
Onboarding
control and
workflow
management
for DevOps
apps and infra
App development process control and visibility
31
Application Release Automation (ARA)
ARA Tool
End-to-End Automation, Modeling, Co-ordination, Visualization
CI CD
32
Application Re-engineering
Microservices and Containers
http://webinars.devops.com/monolith-microservices-beyond
33
Integrate DevOps with other IT practices
because DevOps is not an Island
34
Thankyou !
Questions?
www.trace3.com
mhornbeek@trace3.com
https://www.linkedin.com/in/marchornbeek

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Engineering DevOps Right the First Time with a Strategic Approach

  • 2. Marc Hornbeek Principal Consultant – DevOps, Trace3 39 years experience architecting, designing, developing and managing high- performance solutions for IT and engineering infrastructures deployed in commercial and government applications globally. • Served as CEO, Board Member, founder, corporate executive, CTO, VP, General Manager, Principal Consultant, Senior Solutions Architect and Professional Engineer. • Held key roles at Bell-Northern Research, Tekelec, ECI Telecom, GSI Lumonics, Vpacket, EdenTree Technologies, Spirent Communications and Trace3. • Innovation lead over many successful automation, Lab-as-a-Service and DevOps projects for systems manufacturers and operators. • Regular speaker, blogger, author and educator on topics including DevOps, Lab-as-a-Service and continuous test automation. • Author for the DevOps Institute, DevOps Continuous Delivery Architect course and the DevOps Test Engineer course. • 41-year senior member of the IEEE, 2016 outstanding engineer • IEEE Region 6 - Western United States. Skills: Consulting – DevOps, LaaS, QA, Test Automation, Engineering Leadership https://www.linkedin.com/in/marchornbeek Skype: mhexcalibur http://devops.com/author/marc-hornbeek/ Twitter: mhexcalibur “DevOps-the-gray”
  • 4. 4 Companies with high- performing IT organizations are twice as likely to exceed their profitability, market share and productivity goals.
  • 5. 5 Only a minority of enterprises are achieving high- performance DevOps implementations. Many are struggling to realize DevOps at all, at the level of business units and enterprise.
  • 7. 7 Ops perspective  Application quality problems  Security events  Pipeline failures  Interruptive Reverts  Process delays  Schedule delays  Cost overruns  Audit failures
  • 9. 9 Technology Complexity • Applications & data • Process artifacts • Tools & infrastructure • Controlled workflows • Product and process MTTR
  • 10. 10 Organic Bottom-up Approach • Evolution process • Local initiatives • Competing solutions • Lots of false starts • Winners and losers
  • 11. 11 Top-down/middle-out approach • Strategic • Leader sponsored experiments • Accelerated convergence • Everybody is a winner !
  • 12. 12 7 Pillars of DevOps • Collaborative culture • Design for DevOps • Continuous Integration (CI) • Continuous Testing (CT) • Continuous Monitoring (CM) • Elastic Infrastructures • Continuous Delivery and Deployment (CD) http://trace3.com/blog/7-pillars-of-devops-essential- foundations-for-enterprise-success-2/#.WDI5kMfrtqM
  • 14. 14 Top-down/middle-out preferred over silo’d/organic Top-down/middle-out - Business level goals - Transformed leadership - Satisfied staff - Progressive business success every 4-6 months - 2 years to enterprise-wide success Silo’d, organic - Organizational goals / friction - False starts, high % of failures - Dissatisfied staff - Silos of success every 6 months but some counter-productive - 5+ years to enterprise-wide success
  • 15. Leadership & Culture Transformation Managing leaders Organization silos Functional goals, rewards Local processes Local infra/tools Local training Local level KPIs Facilitating leaders Collaborative org structure Business goals, rewards Local services Infra/tools as services Cross training Business level SLAs Courage Passion Investment Measurement
  • 16. 16 6. Services and Solution Roadmap 5. Analysis 4. Solution Vision Discussion 3. Deep Assessment Tool and Infrastructure DevOps pipeline workflows 2. Broad assessment 1. Goals Strategic Engineering Approach
  • 17. © 123RF Stock Photo Journey of Engineering Engagement & Evolution
  • 18. 18 Leadership Alignment Business improvement goals (Example): 1) Reduce time-to-market from 30 days to 7 days. 2) Make workflows visible to all stakeholders. 3) Change the culture have good communication flow, cooperation and trust. 4) Reduce the frequently of failures from weekly to monthly. 5) Reduce unplanned work from 30% to 20%.
  • 19. Gap Assessment Where are you now? Can Dev, QA and Ops see how each feature and release is performing at each stage in the pipeline? Do you have an orchestration tool that forms the backbone of an end- to-end pipeline? Does your culture have DevOps goals, rewards and training for leaders and staff? How many of your tests are automated for each stage in the pipeline? How long does it take anyone in Dev, QA or Ops to obtain a test environment? How long does it take to deploy a change? Are your designers designing according to the principles of 12-factor apps.? How long does it take to build and package a new version? 19
  • 20. 20 Agility Lack of innovation Quality Failure frequency Stability Long problem fix time Efficiency Wasted resources Re-invest resources freed by improved efficiency. Modular Continuous delivery & Deployments Continuous Testing and Monitoring Continuous Integration, micro-services & elastic Infrastructures Time durations Defect find rate Work Rate Process engineering optimizations requires balancing three dimensions across multiple dependent pipeline stages. Process Re-engineering
  • 21. 21 Model the DevOps Pipeline To meet agility, efficiency, quality and stability goals it is necessary to tune and balance process input rates, stage durations, and stage defect find rates. • Adjust input rates to meet required output rates. • Adjust defect find rates so that bugs are found during earlier stages • Adjust stage processing time to equalize continuous flow.
  • 22. The DevOps Machine Changes represented by balls Deployed changes Rejected changes http://www.slideshare.net/MarcHornbeek/devops-machine
  • 23. Results of simulation runs Optimum agility, efficiency, quality and stability were achieved when input rates are highest, stage durations are short, most bugs are found during earlier stages of the pipeline, and the time between stages is equal so there is continuous flow. Faster backlog rate is best Finding more defects early and throughout pipeline is best Smaller later stages is best These results are satisfying because they confirm a number of DevOps tenets: “Deliver frequently”, “Fail Fast”, “Fail Early”, and “Fail Often”. The model demonstrated the basis of the business value of DevOps: accelerate of innovation with quality. 
  • 24. 24 Analyze Pipeline Elements – Time, Tools, Metrics Dev CI CD CT CM
  • 25. 25 1) Using the timing goals, determine a time budget for each stage that will equalize the stage timings and meet the end-to-end timing goal. (Total time/# stages) 2) Set a failure budget for each stage such that each stage fails at least 20% more than the subsequent one. (Failure_RateStage(X) = 1.2 x Failure_RateStage(X+1)) 3) Set the input rate equal to the goal release rate increased by the sum of the expected cumulative failures through the pipeline. 4) Identify strategies to shorten the stage times that will meet the end-to-end time. 5) Identify strategies to increase defect find rates higher in earlier stages to match the budgets. 6) Rework the work-flows to match the new time and defect detection budgets. 7) Identify team, process, tools and infrastructure changes DevOps Pipeline Engineering
  • 26. 26 1. Task automation - eliminate manual tasks 2. Faster stage transitions - automate gate checks 3. Reduce waste by halting processes upon verdict failures 4. Horizontal scaling - process modules in parallel 5. Vertical scaling - process each module faster 6. Dynamic scheduling – only process what is relevant to the changes in the pipeline 26 Sample tactics - shorten stage times
  • 27. 2727 Sample tactics- Shift left defect detection 1. Increase test coverage (E.g.. Static analysis checkers, more test cases, better tests) 2. Test using production configurations earlier. 3. Test-Driven-Development TDD 4. Pre-Flight testing 5. Reduce wasted test time by halting processes upon failed jobs 6. Horizontal test scaling - run tests in parallel 7. Vertical test scaling - run test processes faster 8. Dynamic scheduling – only test what is relevant for changes in the pipeline
  • 28. 2828 Sample tactics - security 1. Use security static analysis during the Dev and CI stages with security checkers turned on. 2. Do not put credentials in automation scripts! 3. Include dynamic pen and DDS security test cases in functional & regression tests 4. Security test all production variations of OSs and browsers 5. Live audits of production node for latest security patches supported by CMM 6. ACLs for pipeline stage artifacts & multi-tenancy labs Security Unauthorized uses Security integrated into end-to-end pipeline
  • 29. 2929 Sample tactics - Satisfaction 1. Leaders frequently clarify business goals and results with all staff. 2. Redefine or create new roles as needed to fill gaps. 3. Empower staff to stop the pipeline and call for action if they see problems. (The red button on the assembly line.) 4. Training for DevOps practices and skills. 5. Awards and incentives for collaborative successes. Satisfaction Employee frustration Collaborative end- to-end workflows
  • 30. 30 Control DevOps Technology & Process Evolution ServiceNow Onboarding control and workflow management for DevOps apps and infra App development process control and visibility
  • 31. 31 Application Release Automation (ARA) ARA Tool End-to-End Automation, Modeling, Co-ordination, Visualization CI CD
  • 32. 32 Application Re-engineering Microservices and Containers http://webinars.devops.com/monolith-microservices-beyond
  • 33. 33 Integrate DevOps with other IT practices because DevOps is not an Island

Notas do Editor

  1. Key message for this presentation: Agility and technology are business disruptors affecting customer competitive differentiation and business survival. Script: DevOps has become essential for business survival. Yet many businesses are struggling to understand and implement DevOps. Trace3 Enterprise Transformation Services help customers envision a DevOps solution. General instructions:
  2. Key message for this slide: DevOps has proven by many leading IT organization to provide important business benefits. Early adopters benefit with improved ROI and competitive advantages. As competing businesses implement DevOps it has become essential for business survival. Script: DevOps has proven by many leading IT organization to provide important business benefits. Early adopters benefit with improved ROI and competitive advantages. As competing businesses implement DevOps it has become essential for business survival. General instructions:
  3. Key message for this slide: DevOps has proven by many leading IT organization to provide important business benefits. Early adopters benefit with improved ROI and competitive advantages. As competing businesses implement DevOps it has become essential for business survival. Script: DevOps has proven by many leading IT organization to provide important business benefits. Early adopters benefit with improved ROI and competitive advantages. As competing businesses implement DevOps it has become essential for business survival. General instructions:
  4. Key message for this slide: The continuous nature of a fully orchestrated DevOps pipleline addresses each of the business problems as indicated. Script: DevOps has proven by many leading IT organization to provide important business benefits. Early adopters benefit with improved ROI and competitive advantages. As competing businesses implement DevOps it has become essential for business survival. General instructions: