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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 a veteran IT solutions executive and Distinguished Engineer with CSC. He has been delivering IT services to business leaders for the past 30 years and is a recognized thought-leader in applying emerging technology for business growth and innovation. JP's strengths center around transformation and modernization leveraging next generation platforms and technologies. He has held technical executive roles in multiple businesses including: CTO, Chief Architect and Founder/CEO. Areas of expertise for JP include strategy, architecture, application development, infrastructure and operations, cloud computing, DevOps, and integration. 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.
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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.

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"
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SYS-CON Media announced today that @WebRTCSummit Blog, the largest WebRTC resource in the world, has been launched. @WebRTCSummit Blog offers top articles, news stories, and blog posts from the world's well-known experts and guarantees better exposure for its authors than any other publication. @WebRTCSummit Blog can be bookmarked ▸ Here @WebRTCSummit conference site can be bookmarked ▸ Here
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Top Stories for Cloud Expo 2012 East

In this Big Data Power Panel at the 10th International Cloud Expo, moderated by Cloud Expo Conference Chair Jeremy Geelan, Govind Rangasamy, Director of Product Management at Eucalyptus Systems; Kevin Brown; CEO of Coraid, Inc.; Christos Tryfonas, CTO and Co-Founder of Cetas; and Max Riggsbee, CMO and VP of Products for WhipTail, discussed such topics as: Big Data has existed since the early days of computing; why, then, do you think there is such an industry buzz around it right now? How is Big Data impacting storage and networking architecture in data centers? How about the intersection of Big Data Analytics and Cloud Computing - how big a sector is that and why? What's the difference between Big Data and Fast Data? ... (more)

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@CloudExpo Blogs
HTI Labs in London provides the means and governance with its Schematiq tool to bring critical data services to the interface users want. The next BriefingsDirect Voice of the Customer digital transformation case study explores how powerful and diverse financial information is newly and uniquely delivered to the ubiquitous Excel spreadsheet edge.
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This is a short blog with a harsh message for Big Data vendors. Camera fades in to Pastor Schmarzo heading to the pulpit… What does the future hold for today’s big data vendors? Hundreds of startups are rushing into the big data market to stake their claim to a market that IDC predicts will reach $187 billion by 2019. Dang, that’s a big market, especially considering that the Global Business Intelligence market will only reach a trifling $20.8 billion by 2018 or the long-running ERP applications market is expected to reach a trivial $84.1 billion by 2020. Yes, the big data market opportu...
The Internet of Things (IoT) promises to change everything by enabling “smart” environments (homes, cities, hospitals, schools, stores, etc.) and smart products (cars, trucks, airplanes, trains, wind turbines, lawnmowers, etc.). I recently wrote about the importance of moving beyond “connected” to “smart” in a blog titled “Internet of Things: Connected Does Not Equal Smart”. The article discusses the importance of moving beyond just collecting the data, to transitioning to leveraging this new wealth of IoT data to improve the decisions that these smart environments and products need to make: t...
Ten short years ago, Apache Hadoop was just a small project deployed on a few machines at Yahoo and within a few years, it had truly become the backbone of Yahoo’s data infrastructure. Additionally, the current Apache Hadoop market is forecasted to surpass $16 billion by 2020. This might lead you to believe that Apache Hadoop is currently the backbone of data infrastructures for all enterprises; however, widespread enterprise adoption has been shockingly low.
Cloud based infrastructure deployment is becoming more and more appealing to customers, from Fortune 500 companies to SMEs due to its pay-as-you-go model. Enterprise storage vendors are able to reach out to these customers by integrating in cloud based deployments; this needs adaptability and interoperability of the products confirming to cloud standards such as OpenStack, CloudStack, or Azure. As compared to off the shelf commodity storage, enterprise storages by its reliability, high-availability, efficient and greener solutions can offer much reduced operational expenses (OPEX) to the cloud...
In many organizations governance is still practiced by phase or stage gate peer review, and Agile projects are forced to accommodate, which leads to WaterScrumFall or worse. But governance criteria and policies are often very weak anyway, out of date or non-existent. Consequently governance is frequently a matter of opinion and experience, highly dependent upon the experience of individual reviewers. As we all know, a basic principle of Agile methods is delegation of responsibility, and ideally we need to delegate governance to the Agile practitioners and teams. So the question is how to imple...
How effective is your organization at leveraging data and analytics to power the business? This is the question that we pose at the beginning of our client conversations. Gaining intimate insights about your customer, product, and operational behaviors, tendencies, trends and propensities is critical if organizations want to drive digital business transformation; optimizing key business processes, uncovering new monetization opportunities and creating a more compelling customer experience.
Enterprise IT has been in the era of Hybrid Cloud for some time now. But it seems most conversations about Hybrid are focused on integrating AWS, Microsoft Azure, or Google ECM into existing on-premises systems. Where is all the Private Cloud? What do technology providers need to do to make their offerings more compelling? How should enterprise IT executives and buyers define their focus, needs, and roadmap, and communicate that clearly to the providers?
They say insanity is doing the same thing over and over and expecting a different result. Sometimes doing the same thing over and over while expecting the same results can be insane too. Find out how to change your expectations of IT infrastructure. Have you ever wondered if you are stuck in an IT infrastructure loop, continuously deploying the same types of components and integrating them into an overall infrastructure architecture? Servers for CPU and RAM, storage appliances, hypervisor software, and disaster recovery software/appliances are just some of the different components that you've...
If you are within a stones throw of the DevOps marketplace you have undoubtably noticed the growing trend in Microservices. Whether you have been staying up to date with the latest articles and blogs or you just read the definition for the first time, these 5 Microservices Resources You Need In Your Life will guide you through the ins and outs of Microservices in today’s world.
For those unfamiliar, as a developer working in marketing for an infrastructure automation company, I have tried to clarify the different versions of DevOps by capitalizing the part that benefits in a given DevOps scenario. In this case we’re talking about operations improvements. While devs – particularly those involved in automation or DevOps will find it interesting, it really talks to growing issues Operations are finding. The problem is right in front of us, we’re confronting it every day, and yet, a ton of us aren’t fixing it for our organizations, we’re merely kicking the ball down the...
In his general session at 18th Cloud Expo, Lee Atchison, Principal Cloud Architect and Advocate at New Relic, discussed cloud as a ‘better data center’ and how it adds new capacity (faster) and improves application availability (redundancy). The cloud is a ‘Dynamic Tool for Dynamic Apps’ and resource allocation is an integral part of your application architecture, so use only the resources you need and allocate /de-allocate resources on the fly.
In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, provided an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settlement products to hedge funds and investment banks. After, he co-founded a revenue cycle management...
@ThingsExpo has been named the Top 5 Most Influential M2M Brand by Onalytica in the ‘Machine to Machine: Top 100 Influencers and Brands.' Onalytica analyzed the online debate on M2M by looking at over 85,000 tweets to provide the most influential individuals and brands that drive the discussion. According to Onalytica the "analysis showed a very engaged community with a lot of interactive tweets. The M2M discussion seems to be more fragmented and driven by some of the major brands present in the M2M space. This really allows some room for influential individuals to create more high value inter...
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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