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Notes from the Field: Inside a Real World Large-Scale Cloud Deployment
I thought I’d share some important generalities about this type of effort

I’ve been granted an incredible opportunity. Over the past three and a half months I have gotten to lead a real world large-scale delivery of a cloud solution. The final solution will be delivered as Software-as-a-Service (SaaS) to the customer via an on-premise managed service. While I have developed SaaS/PaaS (Platform-as-a-Service) solutions in the past, I was fortunate enough to have been able to build those on public cloud infrastructures. This has been a rare glimpse into the “making of the sausage” having to orchestrate everything from delivery of the hardware into the data center in four countries to testing and integration with the customer environment.

All I can say about this opportunity is that the term, “it takes a village” applies well. I thought I’d share some important generalities about this type of effort. It’s important to note that this is a Global 100 company with data centers around the globe. Regardless of what the public cloud providers are telling the world, this application is not appropriate for public cloud deployment due to the volume of data traversing the network, the amount of storage required, the types of storage required (e.g. Write-Once-Read-Many), level of integration with internal environments and the requirements for failover.

The following are some observations about deploying cloud solutions at this scale:

  • Data Centers. As part of IT-as-a-Service (ITaaS) we talk a lot about convergence, software-defined data centers and general consolidation. All of this has major implications for simplifying management and lowering the total cost of ownership and operations of the data centers. However, we should not forget that it still takes a considerable amount of planning and effort to bring new infrastructure into an existing data center. The most critical of these is that the data center is a living entity that doesn’t stop because work is going on, which means a lot of this effort occurs after hours and in maintenance windows. This particular data center freezes all changes between mid-December till mid-January to ensure that their customers will not have interrupted service during a peak period that includes major holidays and end of year reporting, which had significant impact on attempting to meet certain end-of-year deliverables. On site surveys were critical to planning the organization of the equipment (four racks in total) on the floor to minimize cabling efforts and ensure our equipment was facing in the right direction to meet the needs for hot/cold isles. Additionally, realize that in this type of business, every country may have different rules for accessing, operating in and racking your equipment.
  • Infrastructure. At the end of the day, we can do more with the hardware infrastructure architectures now available. While we leverage virtualization to take advantage of the greater compute power, it does not alleviate the requirements around planning a large-scale virtual environment that must span countries. Sometimes, it’s the smallest details that can be the most difficult to work out, for example, how to manage an on-premise environment, such as this one, as a service. The difficulties here is that the network, power, cooling, etc. are provided for by the customer, which requires considerable efforts to negotiate shared operating procedures, while still attempting to commit to specific service levels. Many of today’s largest businesses do not operate their internal IT organizations with the same penalties for failure to meet a service level agreement (SLA) as they would apply to an external service provider. Hence, service providers that must rely on this foundation face many challenges and hurdles to ensuring their own service levels.
  • Security. Your solution may be reviewed by the internal security team to ensure it is compliant with current security procedures and policies. Since this is most often not the team that procured or built the solution, you should not expect that they will be able to warn you about all the intricacies for deploying a solution for the business. The best advice here would be to ensure you engage the security team early and often once you have completed your design. In US Federal IT, part of deployment usually requires that those implementing the system obtain an Authority to Operate (ATO). Quite often, medium- and large-sized businesses have a similar procedure; it’s just not spelled out so succinctly. Hence, these audits and tests can introduce unexpected expenses due to the need to modify the solution and unexpected delays.
  • Software. Any piece of software can be tested and operated under a modest set of assumptions. When that software must be deployed as part of a service that has requirements to meet certain performance metrics as well as meet certain recovery metrics in the case of an outage, that same software can fall flat on its face. Hence, the long pole in the tent for building out a cloud solution at this scale is testing for disaster recovery and scalability. In addition to requiring time to complete, it often requires a complementary environment for disaster recovery and failover testing, which can be a significant additional cost to the project. I will also note that in a complex environment software license management can become very cumbersome. I recommend starting the license catalog early and ensure that it is maintained throughout the project.
  • Data Flow. A complex cloud-based solution that integrates with existing internal systems operating on different networks across multiple countries will have to cross multiple firewalls, routers and run along paths with varying bandwidth carrying varying levels of traffic. Hence, issues for production operation and remote management can be impacted by multiple factors both during planning and during operation. No matter how much testing is done in a lab, the answer seemingly comes down to, “we’ll just have to see how it performs in production.” So, perhaps, a better title for this bullet might be “Stuff You’re Going To Learn Only After You Start The Engine.” Your team will most likely have a mix of personalities. Some will be okay with this having learned from doing similar projects in their past, others will not be able to get past this point and continually raise objections. Shoot the naysayer! Okay, not really, but seriously, adopt this mandate and make sure everyone on the team understands it.
  • Documentation. I cannot say enough about ensuring you document early and often. Once the train is started, it’s infinitely more difficult to catch up. Start with good highly-reviewed requirements. Review them with the customer. Call to order the ARB and have them review and sign off. This is a complex environment with a lot of interdependencies. It’s not going to be simple to change one link without it affecting many others. The more changes you can avoid the more smoothly the process of getting a system into production will be.

Most importantly, and I cannot stress this enough, is the importance in building a team environment to accomplish the mission. Transforming a concept into a production-ready operational system requires a large number of people to cooperatively work together to address the hurdles. The solution as designed on paper will hardly ever match perfectly what is deployed in the field for the reasons stated above. This project is heavily reliant upon a Program Management Organization with representatives from engineering, managed services, field services, product and executive leadership to stay on track. Developing the sense of team within this group is critical to providing the appropriate leadership to the project as a whole. Subsequently, we also formed an Architecture Review Board (ARB) comprised of key technical individuals related to each aspect of the solution to address and find solutions for major technical issues that emerged throughout the project. In this way we ensure the responses were holistic in nature, not just focused on the specific problem, but also provided alternatives that would work within the scope of the entire project.

Read the original blog entry...

About JP Morgenthal
JP Morgenthal is an internationally renowned thought leader in the areas of IT transformation, modernization, and cloud computing. JP has served in executive roles within major software companies and technology startups. Areas of expertise include strategy, architecture, application development, infrastructure and operations, cloud computing, DevOps, and integration. He routinely advises C-level executives on the best ways to use technology to derive business value. JP is a published author with four trade publications with his most recent being “Cloud Computing: Assessing the Risks”. JP holds both a Masters and Bachelors of Science in Computer Science from Hofstra University.

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Cloud Expo - Cloud Looms Large on SYS-CON.TV

Cloud Expo 2013 East Opening Keynote by IBM
In this Cloud Expo Keynote, Danny Sabbah, CTO & General Manager, Next Generation Platform, will detail the critical architectural considerations and success factors organizations must internalize to successfully implement, optimize and innovate using next generation architectures.
Lisa Larson, Vice President of Enterprise Cloud Solutions of Rackspace Hosting Live From New York City
In the old world of IT, if you didn't have hardware capacity or the budget to buy more, your project was dead in the water. Budget constraints can leave some of the best, most creative and most ingenious innovations on the cutting room floor. It's a true dilemma for developers and innovators – why spend the time creating, when a project could be abandoned in a blink? That was the old world. In the new world of IT, developers rule. They have access to resources they can spin up instantly. A hybrid cloud ignites innovation and empowers developers to focus on what they need. A hybrid cloud blends the best of all worlds, public cloud, private cloud and dedicated servers to fit the needs of developers and offer the ideal environment for each app and workload without the constraints of a one-size-fits-all cloud.

Keynote: Driving Cloud Innovation: SSDs Change Cloud Storage Paradigm
Cloud is a transformational shift in computing that can have a powerful effect on enterprise IT when designed correctly and used to its full potential. Join Citrix in a discussion that centers on building, connecting and empowering users with cloud services and hear examples of how enterprises are solving real-world business challenges with an architecture and solution purpose-built for the cloud.

Go Beyond IaaS to Deliver "Anything As a Service"
Many organizations want to expand upon the IaaS foundation to deliver cloud services in all forms—software, mobility, infrastructure and IT. Understanding the strategy, planning process and tools for this transformation will help catalyze changes in the way the business operates and deliver real value. Join us to learn about the new ITaaS model and how to begin the transformation.

@CloudExpo Stories
SYS-CON Events announced today that Agema Systems will exhibit at the 17th International Cloud Expo®, which will take place on November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Agema Systems is the leading provider of critical white-box rack solutions to data centers through the major integrators and value added distribution channels.
Interested in leveraging automation technologies and a cloud architecture to make developers more productive? Learn how PaaS can benefit your organization to help you streamline your application development, allow you to use existing infrastructure and improve operational efficiencies. Begin charting your path to PaaS with OpenShift Enterprise.
According to Forrester, public cloud platforms are evolving, blurring the lines between Software as a Service (SaaS), Infrastructure as a Service (IaaS), and Platform as a Service (PaaS) in order to satisfy the needs of enterprises and widen their appeal to developers. In The Forrester Wave™: Enterprise Public Cloud Platforms, Q4 2014, Forrester evaluates the 16 most significant Enterprise Public Cloud Platforms and details how each vendor fulfills the 19 evaluation criteria points.
SYS-CON Events announced today that MobiDev, a software development company, will exhibit at the 17th International Cloud Expo®, which will take place November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. MobiDev is a software development company with representative offices in Atlanta (US), Sheffield (UK) and Würzburg (Germany); and development centers in Ukraine. Since 2009 it has grown from a small group of passionate engineers and business managers to a full-scale mobi...
The cloud has reached mainstream IT. Those 18.7 million data centers out there (server closets to corporate data centers to colocation deployments) are moving to the cloud. In his session at 17th Cloud Expo, Achim Weiss, CEO & co-founder of ProfitBricks, will share how two companies – one in the U.S. and one in Germany – are achieving their goals with cloud infrastructure. More than a case study, he will share the details of how they prioritized their cloud computing infrastructure deployments ...
Data loss happens, even in the cloud. In fact, if your company has adopted a cloud application in the past three years, data loss has probably happened, whether you know it or not. In his session at 17th Cloud Expo, Bryan Forrester, Senior Vice President of Sales at eFolder, will present how common and costly cloud application data loss is and what measures you can take to protect your organization from data loss.
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Clearly the way forward is to move to cloud be it bare metal, VMs or containers. One aspect of the current public clouds that is slowing this cloud migration is cloud lock-in. Every cloud vendor is trying to make it very difficult to move out once a customer has chosen their cloud. In his session at 17th Cloud Expo, Naveen Nimmu, CEO of Clouber, Inc., will advocate that making the inter-cloud migration as simple as changing airlines would help the entire industry to quickly adopt the cloud wit...
SYS-CON Events announced today that VividCortex, the monitoring solution for the modern data system, will exhibit at the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. The database is the heart of most applications, but it’s also the part that’s hardest to scale, monitor, and optimize even as it’s growing 50% year over year. VividCortex is the first unified suite of database monitoring tools specifically desi...
Apps and devices shouldn't stop working when there's limited or no network connectivity. Learn how to bring data stored in a cloud database to the edge of the network (and back again) whenever an Internet connection is available. In his session at 17th Cloud Expo, Bradley Holt, Developer Advocate at IBM Cloud Data Services, will demonstrate techniques for replicating cloud databases with devices in order to build offline-first mobile or Internet of Things (IoT) apps that can provide a better, ...
“All our customers are looking at the cloud ecosystem as an important part of their overall product strategy. Some see it evolve as a multi-cloud / hybrid cloud strategy, while others are embracing all forms of cloud offerings like PaaS, IaaS and SaaS in their solutions,” noted Suhas Joshi, Vice President – Technology, at Harbinger Group, in this exclusive Q&A with Cloud Expo Conference Chair Roger Strukhoff.
SYS-CON Events announced today that Cloud Raxak has been named “Media & Session Sponsor” of SYS-CON's 17th Cloud Expo, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Raxak Protect automates security compliance across private and public clouds. Using the SaaS tool or managed service, developers can deploy cloud apps quickly, cost-effectively, and without error.
SYS-CON Events announced today that ProfitBricks, the provider of painless cloud infrastructure, will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. ProfitBricks is the IaaS provider that offers a painless cloud experience for all IT users, with no learning curve. ProfitBricks boasts flexible cloud servers and networking, an integrated Data Center Designer tool for visual control over the...
SYS-CON Events announced today that Key Information Systems, Inc. (KeyInfo), a leading cloud and infrastructure provider offering integrated solutions to enterprises, will exhibit at the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Key Information Systems is a leading regional systems integrator with world-class compute, storage and networking solutions and professional services for the most advanced softwa...
SYS-CON Events announced today that IBM Cloud Data Services has been named “Bronze Sponsor” of SYS-CON's 17th Cloud Expo, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. IBM Cloud Data Services offers a portfolio of integrated, best-of-breed cloud data services for developers focused on mobile computing and analytics use cases.
Learn how IoT, cloud, social networks and last but not least, humans, can be integrated into a seamless integration of cooperative organisms both cybernetic and biological. This has been enabled by recent advances in IoT device capabilities, messaging frameworks, presence and collaboration services, where devices can share information and make independent and human assisted decisions based upon social status from other entities. In his session at @ThingsExpo, Michael Heydt, founder of Seamless...
In recent years, at least 40% of companies using cloud applications have experienced data loss. One of the best prevention against cloud data loss is backing up your cloud data. In his General Session at 17th Cloud Expo, Bryan Forrester, Senior Vice President of Sales at eFolder, will present how organizations can use eFolder Cloudfinder to automate backups of cloud application data. He will also demonstrate how easy it is to search and restore cloud application data using Cloudfinder.
SYS-CON Events announced today that JFrog, maker of Artifactory, the popular Binary Repository Manager, will exhibit at SYS-CON's @DevOpsSummit Silicon Valley, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Based in California, Israel and France, founded by longtime field-experts, JFrog, creator of Artifactory and Bintray, has provided the market with the first Binary Repository solution and a software distribution social platform.
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Introducing Big Data Expo
There is little doubt that Big Data solutions will have an increasing role in the Enterprise IT mainstream over time. Get a jump on that rapidly evolving trend at Big Data Expo, which we are introducing in June at
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With our launch at Cloud Expo, we successfully transformed the company from a relatively unknown European player into the dominant player in the market. Our competitors were taken by surprise and just blown away. We got a huge number of really high quality leads..."
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We were extremely pleased with Cloud Expo this year - I’d say it exceeded expectations all around. This is the same info we got from partners who attended as well. Nice job!"
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@CloudExpo Blogs
Application availability is not just the measure of “being up”. Many apps can claim that status. Technically they are running and responding to requests, but at a rate which users would certainly interpret as being down. That’s because excessive load times can (and will be) interpreted as “not available.” That’s why it’s important to view ensuring application availability as requiring attention to all its composite parts: scalability, performance, and security.
In recent years, we’ve watched mobile, cloud technologies and Internet of Things (IoT) enable increased connectivity for every network and every industry, ranging from connected cars to commercial vehicles and fleet management to smart cities to data centers. At MWC, it was clear that professionals in these areas are continuing to make strides in their fields. Below are a few of the major developments we noticed and look forward to hearing more as 2015 progresses.
DevOps Summit at Cloud Expo 2014 Silicon Valley was a terrific event for us. The Qubell booth was crowded on all three days. We ran demos every 30 minutes with folks lining up to get a seat and usually standing around. It was great to meet and talk to over 500 people! My keynote was well received and so was Stan's joint presentation with RingCentral on Devops for BigData. I also participated in two Power Panels – ‘Women in Technology’ and ‘Why DevOps Is Even More Important than You Think,’ both featuring brilliant colleagues and moderators and it was a blast to be a part of.
Somebody call the buzzword police: we have a serious case of microservices-washing in progress. The term “microservices-washing” is derived from “whitewashing,” meaning to hide some inconvenient truth with bluster and nonsense. We saw plenty of cloudwashing a few years ago, as vendors and enterprises alike pretended what they were doing was cloud, even though it wasn’t. Today, the hype around microservices has led to the same kind of obfuscation, as vendors and enterprise technologists alike are saying they’re building microservices—even though a cursory look at what they’re really up to woul...
I’ve been thinking a bit about microservices (μServices) recently. My immediate reaction is to think: “Isn’t this just yet another new term for the same stuff, Web Services->SOA->APIs->Microservices?” Followed shortly by the thought, “well yes it is, but there are some important differences/distinguishing factors.” Microservices is an evolutionary paradigm born out of the need for simplicity (i.e., get away from the ESB) and alignment with agile (think DevOps) and scalable (think Containerization) development and deployment architectures. Martin Fowler and James Lewis defined nine core charac...
Clearly the way forward is to move to cloud be it bare metal, VMs or containers. One aspect of the current public clouds that is slowing this cloud migration is cloud lock-in. Every cloud vendor is trying to make it very difficult to move out once a customer has chosen their cloud. In his session at 17th Cloud Expo, Naveen Nimmu, CEO of Clouber, Inc., will advocate that making the inter-cloud migration as simple as changing airlines would help the entire industry to quickly adopt the cloud without worrying about any lock-in fears. In fact by having standard APIs for IaaS would help PaaS expl...
Are you a winner? Are you someone who always gets what they want? Are you one of those people who do what they set their eyes on no matter what the circumstances? If you answered yes to all of these questions then you are among the highly successful people in the world that have a proven formula for success. If you did not answer yes to all of these questions, you are part of the other majority in the world that tries to succeed but has good and bad days. This post is for the majority – because you have some catching up to do.
We talk about optimization a whole lot. There’s cloud workload optimization, there’s mobile optimization for website presentation and there’s every other type of optimization as we move through the ‘full stack’ of information technology from the base logic layer all the way up to the Graphical User Interface (GUI). You get the picture, there’s a lot of optimization going on – but this is a natural thing, i.e., we spent the end part of the last century trying to get more processing speed, better form factors for devices and cheaper memory and storage.
Here are seven completely real, jaw-dropping applications of cloud computing that can transform humanity. Made possible with cloud technology, don't be surprised if you have never heard about such applications. 1. Shoes Sold by the Step Imagine buying the world's best shoes or for that matter any pair of shoes and paying zero dollars for them upfront. That would be crazy right? Well the Internet of Things can make this possible. With new technologies that can power everything we do and create new ways of doing them, vendors of consumable items can sell items based on a unique measurement rat...
If you’re in business, you have data. And if you’re like a lot of businesses, you have a lot of data. And it’s not only coming from your customers, it’s coming from other business units, partners, in-house applications, the cloud, hardware logs, etc. And that data could help you be better at your business, if only you had the right solution to access it in ways that deliver quantifiable value.
I was recently watching one of my favorite science fiction TV shows (I’ll confess, ‘Dr. Who’). In classic dystopian fashion, there was a scene in which a young boy is running for his life across some barren ground in a war-ravaged world. One of his compatriots calls out to him to freeze, not to move another inch. The compatriot warns the young boy that he’s in a field of hand mines (no, that is not a typo, he did say hand mines). Slowly, dull gray hands with eyes in the palm start emerging from the ground around the boy and the compatriot. Suddenly, one of the hands grabs the compatriot and pu...
This week, the team assembled in NYC for @Cloud Expo 2015 and @ThingsExpo 2015. For the past four years, this has been a must-attend event for MetraTech. We were happy to once again join industry visionaries, colleagues, customers and even competitors to share and explore the ways in which the Internet of Things (IoT) will impact our industry. Over the course of the show, we discussed the types of challenges we will collectively need to solve to capitalize on the opportunity IoT presents.
All we need to do is have our teams self-organize, and behold! Emergent design and/or architecture springs up out of the nothingness! If only it were that easy, right? I follow in the footsteps of so many people who have long wondered at the meanings of such simple words, as though they were dogma from on high. Emerge? Self-organizing? Profound, to be sure. But what do we really make of this sentence?
Finjan Holdings, Inc. (NASDAQ: FNJN), has announced that the United States Patent and Trademark Office (USPTO) has granted its subsidiary, Finjan Inc., with U.S. Patent No. 9,141,786 (the '786 Patent) covering malicious mobile code runtime monitoring system and methods. Exponential growth in the use of connected computing devices and content available on the Internet has led to unprecedented challenges in protecting users' data. Today this is recognized as a growing segment of the security sector called cybersecurity.
Automated software testing continues to play a vital role in enterprise software delivery and the speed with which software-driven organizations can begin to produce value. You want to ensure quality software, alongside fast time to market. This article will cover the following questions: How do you balance the need for speed with the need to test everything to deliver high-quality software to the end user?
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Past SYS-CON Events
    Cloud Expo West

    Cloud Expo East

    Cloud Expo West

    Virtualization Expo West
    Cloud Expo Europe

    Cloud Expo East

    Virtualization Expo East
    Cloud Expo West

    Virtualization Expo West
    GovIT Expo
    Cloud Expo Europe

Cloud Expo 2011 Allstar Conference Faculty












Dell Boomi


Layer 7 Tech



What The Enterprise IT World Says About Cloud Expo
"We had extremely positive feedback from both customers and prospects that attended the show and saw live demos of NaviSite's enterprise cloud based services."
  –William Toll
Sr. Director, Marketing & Strategic Alliances

"More and better leads than ever expected! I have 4-6 follow ups personally."
  –Richard Wellner
Chief Scientist
Univa UD

"Good crowd, good questions. The event looked very successful."
  –Simon Crosby
Citrix Systems

"It's the largest cloud computing conference I've ever seen."
  –David Linthicum
Brick Group