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Planning your OpenStack PoC 
@openstackstl
OpenStack PoC 
St.Louis OpenStack Meetup October 2014 2
Steps for a successful OpenStack PoC 
• Identify a team. 
• Define the use case, scope & success criteria. 
• Define Reference Architecture 
• Define the criteria for comparing distributions 
• Identity workloads. 
• Define test cases. 
• Execute PoC. 
• Plan for moving from PoC to Production 
St.Louis OpenStack Meetup October 2014 3
Assemble a PoC Team 
• Engineering/DevOps team with experience in 
– Network 
– Operating Systems 
– Storage 
– Python programming 
• Project Co-ordination, Infrastructure sourcing 
• Functional & Performance Testers 
• Other Stakeholders 
St.Louis OpenStack Meetup October 2014 4
Define the Scope 
Trove 
Sahara 
Ironic 
St.Louis OpenStack Meetup October 2014 
TripleO 
Designate 
Zaqar 
Mistral 
Murano 
Oslo 
Manila 
KeyStone 
Horizon 
Nova 
Glance 
Swift 
Neutron 
Cinder 
Heat 
Ceilometer 
5
St.Louis OpenStack Meetup October 2014 
6 
http://is.muni.cz/th/325503/fi_m/thesis.pdf
Recommended 
KeyStone Horizon Nova 
Cinder Glance Neutron 
Additions 
Swift Heat Ceilometer 
St.Louis OpenStack Meetup October 2014 
7
Define the Reference Architecture 
• General Purpose 
• Compute focused 
• Storage focused 
• Network focused 
• Hybrid 
• Massively Scalable 
What is the 
use case? 
http://docs.openstack.org/arch-design/content/ch_preface.html 
St.Louis OpenStack Meetup October 2014 8
Select backend solution 
• Keystone – PAM, LDAP, SQL, KVS (Key Value Store) 
• Messaging – RabbitMQ, Qpid, 0MQ 
• Hypervisor – KVM, Hyper-V, ESXi, Xen 
• Network – ML2 (Modular Layer 2) 
– Type Drivers (local, flat, VLAN, GRE, VXLAN) 
– Mechanism Drivers (Arista, Cisco, Hyper-V, 
Linuxbridge, L2 Population, Open vSwitch) 
• Cinder – JBOD(LVM), EMC, NetApp, Ceph, 
GlusterFS, Nexenta, HP, Hitachi, Fujitsu, SolidFire 
St.Louis OpenStack Meetup October 2014 9
Select a Deployment Tool 
• Mirantis Fuel 
• Canonical MaaS/JuJu 
• Dell Crowbar 
• Triple-O 
• Foreman 
• Cisco OpenStack Installer (Puppet, Cobbler, 
Hiera) 
St.Louis OpenStack Meetup October 2014 10
Reference Architecture 
St.Louis OpenStack Meetup October 2014 11
St.Louis OpenStack Meetup October 2014 12 
http://docs.openstack.org/arch-design/content/prescriptive-example-online-classifieds.html
St.Louis OpenStack Meetup October 2014 13 
http://docs.openstack.org/arch-design/content/prescriptive-example-compute-focus.html
Select a distribution 
• Opensource 
• Canonical 
• Cloudscaling (EMC) 
• HP Helion 
• Metacloud (Cisco) 
• Mirantis 
• Nebula 
• Piston Cloud Computing 
• Red Hat Enterprise Linux OpenStack Platform 
• StackOps 
• SUSE 
• VMware Integrated OpenStack (VIOS) 
St.Louis OpenStack Meetup October 2014 14
Criteria to select a distribution 
Source 
Release 
version vs 
Distribution 
version 
contributions 
to OpenStack 
Long term 
support 
Training 
availability 
Price Selection 
Upgrade path 
to newer 
version 
HA support 
Potential 
acquisition 
St.Louis OpenStack Meetup October 2014 15
Define the Hardware Specification 
• CM Node 
• Controller Node(s) 
• Network Node(s) 
• Compute Nodes 
• Storage Nodes 
• Network Switches (ToR, Aggregation) 
– Spine and Leaf vs Hierarchical 
St.Louis OpenStack Meetup October 2014 16
Test cases 
• Establishing baseline 
• API integration testing 
• Functionality testing 
• Benchmark testing 
• High Availability tests 
• Testing for Fault Tolerance 
– Chaos Monkey 
St.Louis OpenStack Meetup October 2014 17
Executing the PoC 
• Identify task owners 
• Define acceptance criteria 
• Lab Hardware deployment 
• Network configuration 
• Software installation & configuration 
• Deploy candidate applications 
• Execute test cases 
• Data gathering 
St.Louis OpenStack Meetup October 2014 18
PoC to Production 
Zones and 
Regions 
Partnering 
with Vendor 
Training 
Capacity 
planning 
Charge back 
planning 
DevOps 
culture 
Address 
Operational 
requirements 
Application 
selection for 
migration 
St.Louis OpenStack Meetup October 2014 19
St.Louis OpenStack Meetup October 2014 20

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Planning your OpenStack PoC

  • 1. Planning your OpenStack PoC @openstackstl
  • 2. OpenStack PoC St.Louis OpenStack Meetup October 2014 2
  • 3. Steps for a successful OpenStack PoC • Identify a team. • Define the use case, scope & success criteria. • Define Reference Architecture • Define the criteria for comparing distributions • Identity workloads. • Define test cases. • Execute PoC. • Plan for moving from PoC to Production St.Louis OpenStack Meetup October 2014 3
  • 4. Assemble a PoC Team • Engineering/DevOps team with experience in – Network – Operating Systems – Storage – Python programming • Project Co-ordination, Infrastructure sourcing • Functional & Performance Testers • Other Stakeholders St.Louis OpenStack Meetup October 2014 4
  • 5. Define the Scope Trove Sahara Ironic St.Louis OpenStack Meetup October 2014 TripleO Designate Zaqar Mistral Murano Oslo Manila KeyStone Horizon Nova Glance Swift Neutron Cinder Heat Ceilometer 5
  • 6. St.Louis OpenStack Meetup October 2014 6 http://is.muni.cz/th/325503/fi_m/thesis.pdf
  • 7. Recommended KeyStone Horizon Nova Cinder Glance Neutron Additions Swift Heat Ceilometer St.Louis OpenStack Meetup October 2014 7
  • 8. Define the Reference Architecture • General Purpose • Compute focused • Storage focused • Network focused • Hybrid • Massively Scalable What is the use case? http://docs.openstack.org/arch-design/content/ch_preface.html St.Louis OpenStack Meetup October 2014 8
  • 9. Select backend solution • Keystone – PAM, LDAP, SQL, KVS (Key Value Store) • Messaging – RabbitMQ, Qpid, 0MQ • Hypervisor – KVM, Hyper-V, ESXi, Xen • Network – ML2 (Modular Layer 2) – Type Drivers (local, flat, VLAN, GRE, VXLAN) – Mechanism Drivers (Arista, Cisco, Hyper-V, Linuxbridge, L2 Population, Open vSwitch) • Cinder – JBOD(LVM), EMC, NetApp, Ceph, GlusterFS, Nexenta, HP, Hitachi, Fujitsu, SolidFire St.Louis OpenStack Meetup October 2014 9
  • 10. Select a Deployment Tool • Mirantis Fuel • Canonical MaaS/JuJu • Dell Crowbar • Triple-O • Foreman • Cisco OpenStack Installer (Puppet, Cobbler, Hiera) St.Louis OpenStack Meetup October 2014 10
  • 11. Reference Architecture St.Louis OpenStack Meetup October 2014 11
  • 12. St.Louis OpenStack Meetup October 2014 12 http://docs.openstack.org/arch-design/content/prescriptive-example-online-classifieds.html
  • 13. St.Louis OpenStack Meetup October 2014 13 http://docs.openstack.org/arch-design/content/prescriptive-example-compute-focus.html
  • 14. Select a distribution • Opensource • Canonical • Cloudscaling (EMC) • HP Helion • Metacloud (Cisco) • Mirantis • Nebula • Piston Cloud Computing • Red Hat Enterprise Linux OpenStack Platform • StackOps • SUSE • VMware Integrated OpenStack (VIOS) St.Louis OpenStack Meetup October 2014 14
  • 15. Criteria to select a distribution Source Release version vs Distribution version contributions to OpenStack Long term support Training availability Price Selection Upgrade path to newer version HA support Potential acquisition St.Louis OpenStack Meetup October 2014 15
  • 16. Define the Hardware Specification • CM Node • Controller Node(s) • Network Node(s) • Compute Nodes • Storage Nodes • Network Switches (ToR, Aggregation) – Spine and Leaf vs Hierarchical St.Louis OpenStack Meetup October 2014 16
  • 17. Test cases • Establishing baseline • API integration testing • Functionality testing • Benchmark testing • High Availability tests • Testing for Fault Tolerance – Chaos Monkey St.Louis OpenStack Meetup October 2014 17
  • 18. Executing the PoC • Identify task owners • Define acceptance criteria • Lab Hardware deployment • Network configuration • Software installation & configuration • Deploy candidate applications • Execute test cases • Data gathering St.Louis OpenStack Meetup October 2014 18
  • 19. PoC to Production Zones and Regions Partnering with Vendor Training Capacity planning Charge back planning DevOps culture Address Operational requirements Application selection for migration St.Louis OpenStack Meetup October 2014 19
  • 20. St.Louis OpenStack Meetup October 2014 20