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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 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.
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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.

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Just over a week ago I received a long and loud sustained applause for a presentation I delivered at this year’s Cloud Expo in Santa Clara. I was extremely pleased with the turnout and had some very good conversations with many of the attendees. Over the next few days I had many more meaningful conversations and was not only happy with the results but also learned a few new things. Here is everything I learned in those three days distilled into three short points.
Using any programming framework to the fullest extent possible first requires an understanding of advanced software architecture concepts. While writing a little client-side JavaScript does not necessarily require as much consideration when designing a scalable software architecture, the evolution of tools like Node.js means that you could be facing large code bases that must be easy to maintain.
So you want to centralize your enterprise? Smart choice – but it’s important to take some factors into consideration if you want to have success. Developers need to ensure representation from each geographic location; understand current development processes and tools; and comprehend the biggest challenges. Furthermore, you need to be aware of, and sensitive to, your project teams' preferences for existing tools and aversion to change.
In his keynote at @ThingsExpo, Chris Matthieu, Director of IoT Engineering at Citrix and co-founder and CTO of Octoblu, focused on building an IoT platform and company. He provided a behind-the-scenes look at Octoblu’s platform, business, and pivots along the way (including the Citrix acquisition of Octoblu).
Anonymous’s self-organization gives it power, resilience, and above all, agility – in fact, far more than traditional organizations with vastly superior resources. On the other hand, its efforts are often capricious, and once a particular target loses its appeal, Anonymous’s attention tends to wander elsewhere. As the war against Daesh (formerly ISIS or ISIL) heats up following the terrorist attacks in Paris, the hacker group Anonymous has taken a leadership position in the global effort. Its battleground isn't in Europe, the Middle East, or any other location on earth. Anonymous is battling ...
The buzz continues for cloud, data analytics and the Internet of Things (IoT) and their collective impact across all industries. But a new conversation is emerging - how do companies use industry disruption and technology enablers to lead in markets undergoing change, uncertainty and ambiguity? Organizations of all sizes need to evolve and transform, often under massive pressure, as industry lines blur and merge and traditional business models are assaulted and turned upside down. In this new data-driven world, marketplaces reign supreme while interoperability, APIs and applications deliver un...
It’s a given that employee access to corporate systems should be both as secure and simple as possible. Up until recently however, time-strapped CIOs, under pressure from demanding staff and challenged with authenticating users all over the world on multiple devices, have been torn between relying on the fatally flawed password or hard token two-factor authentication (2FA) to keep their systems secure.
My father used to tell me that the key to success in life was to look people in the eye and give them a firm handshake. But the art of the handshake seems to have died in my generation. I grew up in the era of high fives, forearm smashes and fist pumps. I played baseball, so there were also a lot of butt pats, (but let’s not go into that). It seems like the importance of handshakes and eye-to-eye contact have diminished even further in my daughter’s generation. Every day I watch her friends look down at their smartphones while texting each other “omg hi bff” as they greet each other at school ...
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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
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Citrix Systems

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Brick Group