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VMWare Wpg Jeff Franz-Lien

Project to migrate ERP from UNIX minicomputers to blade/virtual.

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VMWare Wpg Jeff Franz-Lien

  1. 1. Jeff Franz-Lien Manager, Infrastructure Services MLCC VMWare Forum Winnipeg – March 2011 MLCC ERP Virtualization Story Anil Sedha Senior Server Analyst, Infrastructure Services MLCC
  2. 2. Chapter 1 - Wandering in the wilderness: Do we dare to do this? Chapter 2 - The hard sell: How dare you do this? Chapter 3 - Getting it done: A new methodology. Chapter 4 -The results: Post go-live. VMWare Winnipeg Forum – March 2011 MLCC ERP Virtualization Story
  3. 3. Our Organization <ul><ul><ul><ul><ul><li>Regulate, sell and distribute beverage alcohol in the province of Manitoba. </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>934 employees, >$600M in sales, >$230M to Province. </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Retailer through our 50 stores. </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Wholesaler to 177 liquor vendors and 8 private wine stores. </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Sustainability, social responsibility, workplace quality, and innovation are strongly held values. </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Repeat winner of provincial and national top employer awards (5 consecutive yrs provincially). </li></ul></ul></ul></ul></ul>
  4. 4. Our IT <ul><ul><ul><ul><ul><li>VMWare ESX 3.5 and VSphere 4.1 (100% of servers virtualized) </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>80 servers, 400 workstations, 60 site WAN (HO, DR site, Stores, Inspection Offices). </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>EMC Clariion CX4 disk arrays, Dell blade servers, Cisco switches. </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>ERP Servers (UNIX) with own disk array ($60K/mo lease & support). </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>ERP – Oracle (JD Edwards). </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Database: Oracle, MS SQL Server, Sybase, MYSQL. </li></ul></ul></ul></ul></ul>
  5. 5. ERP Upgrade Project Phase 1 – ERP platform migration & application upgrade – Aug 2009 to Mar 2010 Phase 2 – ERP testing & go-live preparation – Apr 2010 to Jan 3, 2011
  6. 6. ERP Platform Migration <ul><li>Minicomputers to blades or Itanium ???? </li></ul><ul><li>UNIX to Linux or Windows???? </li></ul><ul><li>Virtualize or not ???? </li></ul><ul><li>Rearchitect high availability, disaster recovery ???? </li></ul><ul><li>Create ERP database </li></ul><ul><li>Install ERP application upgrade </li></ul><ul><li>Migrate ERP data </li></ul><ul><li>Migrate interfaces </li></ul>
  7. 7. ERP Technical Team Reaction (3 ERP Analysts, 1 DBA) <ul><li>Skeptical </li></ul><ul><li>“ Virtualization is for other servers, not ERP” </li></ul>
  8. 8. Non-Technical Team Reaction (Application, Business) <ul><li>Petrified </li></ul><ul><li>“ You’re doing </li></ul><ul><li>what ???” </li></ul>
  9. 9. Server Team Reaction (2 Server/Storage Analysts) Ecstatic “ Finally - convergence!!!”
  10. 10. CIO Reaction Supportive “ Just don’t screw it up!”
  11. 11. Making it Happen – PDQ Methodology (Agile) <ul><li>Daily Scrum meetings with mind mapping tools </li></ul><ul><li>Agility seeking i.e. maximum flexibility, least constraints in process, infrastructure, staffing, solutions, development </li></ul><ul><li>Top-Down Planning – Plan phases & milestones first, then progressive elaboration and rolling wave </li></ul><ul><li>Rapid, empowered decision-making with limited info </li></ul><ul><li>Time Boxing: Fixed time constraint for all tasks </li></ul><ul><li>Concurrent Engineering: Overlapping activities & early hands on </li></ul><ul><li>Dynamic Learning: Rapid, systematic info gathering </li></ul><ul><li>Kill Switch: Kill tasks or reduce scope where returns are diminishing </li></ul>
  12. 12. Mind Mapping Tool
  13. 13. Our Original Mind Map
  14. 14. Steps Toward ERP Virtualization <ul><li>Research </li></ul><ul><li>One week Oracle assessment </li></ul><ul><li>Select Alternative: UNIX, OR Itanium, OR VMWare/blade/Linux ?????? </li></ul><ul><li>Build proof-of-concept environment </li></ul><ul><li>One week GSI assessment </li></ul><ul><li>Build final environment & hand over to testers </li></ul><ul><li>Unit test, integration test, performance test, stress test </li></ul><ul><li>Go-live practice runs </li></ul>
  15. 15. Hurdles - Oracle <ul><li>Oracle database licensing </li></ul><ul><ul><li>Problem: Oracle does not recognize soft partitioning </li></ul></ul><ul><ul><li>Solution: License one full blade </li></ul></ul><ul><ul><li>Problem: Oracle charges for temporary database licenses </li></ul></ul><ul><ul><li>Solution: Purchase temporary licenses </li></ul></ul><ul><li>Oracle stance on supporting VMWare </li></ul><ul><ul><li>Problem: Does not expressly support non-Oracle virtualization </li></ul></ul><ul><ul><li>Solution: Don’t worry, using VMWare won’t void your Oracle support contract. Oracle just doesn’t support 3 rd party infrastructure. </li></ul></ul>
  16. 16. Hurdles – Internal Perception <ul><li>Internal mis-perceptions </li></ul><ul><ul><li>Myth: Linux is inferior to UNIX </li></ul></ul><ul><ul><li>Fact: Linux is Oracle’s go-forward JD Edwards platform </li></ul></ul><ul><ul><li>Myth: VMWare adds too much overhead for ERP </li></ul></ul><ul><ul><li>Fact: VSphere in particular delivers stellar performance </li></ul></ul><ul><ul><li>Myth: Minicomputers are superior to Intel blades </li></ul></ul><ul><ul><li>Fact: For all MLCC’s mission-critical applications (ERP, network, point-of-sale, records management, data warehouse) blades/VMWare are better, faster, much cheaper, and far more flexible. </li></ul></ul>
  17. 17. Hurdles – Cont’d. <ul><li>Internal mis-perceptions </li></ul><ul><ul><li>Myth: No one else is doing ERP on VMWare </li></ul></ul><ul><ul><li>Fact: We found many companies that have successfully virtualized ERP. </li></ul></ul><ul><ul><li>Myth: If any major problems arise, VMWare must be the cause. </li></ul></ul><ul><ul><li>Fact: During our 17 month project, virtualization was often suspected but cause was always elsewhere e.g. database or memory tuning. </li></ul></ul>
  18. 18. Free Tips <ul><ul><li>Relationship management (politics): </li></ul></ul><ul><ul><ul><li>Enlist an executive champion that will help calm powerful naysayers. </li></ul></ul></ul><ul><ul><ul><li>Helpful due diligence -- networking (LinkedIn), consultant assessments, case studies, and reference calls. </li></ul></ul></ul><ul><ul><ul><li>Be prepared to re-address virtualization phobia with each new problem. </li></ul></ul></ul><ul><ul><li>Team building: </li></ul></ul><ul><ul><ul><li>Use agile project management techniques. </li></ul></ul></ul><ul><ul><ul><li>Get teams to research and try virtualization as early as possible. </li></ul></ul></ul>
  19. 19. Free Tips Cont’d <ul><ul><li>Technical: </li></ul></ul><ul><ul><ul><li>More assessment whether to use raw partitions for database or VMDK. </li></ul></ul></ul><ul><ul><ul><li>Performance problems are hard so stress-test early. </li></ul></ul></ul><ul><ul><li>Standards: </li></ul></ul><ul><ul><ul><li>Standardize on virtualization and communicate those standards. </li></ul></ul></ul><ul><ul><ul><li>Make virtualization a mandatory requirement on application RFPs. </li></ul></ul></ul>
  20. 20. Accomplishments <ul><ul><li>Smoothest ERP go-live we’ve ever had. On time, on budget, high quality. Earned praise from Executive and Board. </li></ul></ul><ul><ul><li>Moving off minicomputers saved about $500K per year in maintenance and lease costs. </li></ul></ul><ul><ul><li>Achieved vastly greater flexibility e.g. rolling upgrades, mirroring to DR site, and server/resource provisioning. </li></ul></ul><ul><ul><li>Reduced server room power and cooling requirements – eliminated 5 racks of minicomputers at HO and DR. </li></ul></ul><ul><ul><li>Given the flexibility of our virtualized environment, the next ERP upgrade will be a piece of cake. </li></ul></ul>
  21. 21. Our Next Virtualization Projects <ul><li>Complete upgrade from ESX to Vsphere </li></ul><ul><li>Desktop virtualization – VMWare View & ThinApp </li></ul><ul><li>Automate DR steps – Site Recovery Mgr </li></ul><ul><li>Provision test environments – Lab Manager </li></ul>
  22. 22. Questions
  23. 23. <ul><li>The End </li></ul>