Cloud IaaS Migration Roadmap

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Cloud IaaS Migration Roadmap

A framework for migrating an existing

on-premise infrastructure to a public cloud provider

Richard Weiss

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Richard Weiss

• Principal Consultant, Pythian Group

• SQL Server and Wintel Guru

• IT professional for over 20 years

• Senior Data Management roles with First Data,

Western Union and AAA

• National Retail Foundation, Data Standards

Committee member

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HOW DID WE GET HERE?

INFRASTRUCTURE EVOLUTION

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THE WORLD IS CHANGING FAST…

84

percent of customers depend on social sites for purchasing advice.

Social

62

percent of total workloads will be in the cloud by 2016.

Cloud

2

billion (plus) smart devices shipped in 2014 alone.

Mobile

90

percent of the data created in the last two years alone.

Big Data

Internet of Things

billion devices connected to the internet by 2020.

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TRADITIONAL ENTERPRISE TECHNOLOGY

PARADIGMS ARE BROKEN

50%

of large enterprises will have hybrid cloud deployments by 2017

85%

of new software is now being built for the cloud.

46%

of IT spend moving to cloud by 2020

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CLOUD ADOPTION DRIVERS

• Business Agility

• Accelerated time to market • Leverage elastic resources

• Reduced CAPEX

• Predictable Budgeting • Leverage OPEX model

• Improved Consumer Experience

• Geographic proximity and diversity • Increased availability

• Service and Product Expansion

• CDN, Machine Learning,

Big Data Integration

• Risk Mitigation

• Shared responsibility for compliance

• Hybrid cloud offers options for sensitive data • Address data sovereignty challenges

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BUSINESS TRANSFORMATION DRIVEN BY CLOUD

ADOPTION

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PUBLIC CLOUD DETRACTORS

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MAKING THE MOVE

HYBRID OR THE FULL MONTY?

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THE FIVE MAJOR CLOUD

TRANSFORMATION PHASES

Assess: Analysis & Planning  Existing and projected cost comparison & analysis  Service and Application Classification  Infrastructure architecture discovery  Replatforming IaaS vs. PaaS & Hybrid considerations  Initial roadmap creation Prepare: POC, Validation & Final Roadmap  Telco and required connectivity constructs  Proof of concept implementation  Security configuration and validation  Acquire licensing keys/kits  Roadmap finalization and hardening Build: Construct Infrastructure  Establish networking & authentication infrastructure  Build server infrastructure  Provision all required storage and services  Implement monitoring constructs  Repeat, each applicable region Migration: Execute Transformation  Create detailed migration & rollback plans  Perform mock migrations and UAT validation  Begin migrations with non-production environments  Implement production migration process Optimization: Cloud Enhancements  Monitor and Trend  Identify on-demand cost saving opportunities  Identify IaaS optimizations & consolidation  Investigate replatforming opportunities  Leverage cloud provider services

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MIGRATION TIMELINE

Phase 1: Analysis & Planning Phase 2: POC & Roadmap Phase 3: Build Phase 4:

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PHASE 1: CLOUD ASSESSMENT,

ANALYSIS AND PLANNING PHASE

Assess Application Classifications Assess Infrastructure Architecture

Consumer facing (B2C) Networking

Client facing (B2B) Authentication

Production internal application (batch processing, ancillary, etc.)

Compute and OS considerations Business application (ERP, CRM, Etc.) Storage

Enterprise service bus Scalability

Non-production (Test/DEV) Licensing & Mobility

Existing cloud services Integration / External dependencies

DR and SLA requirements HA/DR/SLA’s

Outliers / Specialty Telco / Circuit requirements

Compliance considerations PII, HIPPA, PCI, data residency, etc.

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PHASE 1: CLOUD ASSESSMENT, ANALYSIS

& PLANNING PHASE CONTINUED

Identify Target Platforms & Costing Migration Planning Considerations

Cloud provider analysis / Selection Migration timeline considerations

Hybrid requirements Migration methodology forklift/hybrid

Replatforming considerations IaaS vs. PaaS vs. SaaS – each application

Application grouping and dependency identification

Target connectivity considerations for all endpoints (public internet, dedicated circuits, IPSEC, etc.)

Migration tools and/or vendors, evaluation, and selection

Exclusion considerations (specialized HW, legacy, telco, etc.)

Outlier considerations (high performance, non-conforming applications, etc.)

Costing analysis / CAPEX to OPEX Identify stateful and stateless Systems

Existing co-location and facility contracts Define POC scope and deliverables

Vendor inclusion / reduction Establish POC success criteria

Current staffing skillset Initial migration roadmap creation

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MIGRATION TIMELINE

Phase 1: Analysis & Planning Phase 2: POC & Roadmap Phase 3: Build Phase 4:

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PHASE 2: PROOF OF CONCEPT, VALIDATION,

AND ROADMAP FINALIZATION PHASE

POC, Validation, Course Correction & Roadmap Finalization

Implementation of required connectivity constructs (VPN, Express Route, Direct Connect, etc.)

Execution of backlog items scoped within the phase 1 “POC Scope and Deliverables” roadmap

Perform functional, performance and security testing and validation for all proof of concept implementations

Course correct migration approach as necessary

Utilize POC Process and discovery findings to complete the final migration roadmap

Acquire proper licensing activation kits and keys. Ensure licensing compliance and mobility.

Final migration roadmap should include contingency procedures as well as infrastructure construct precedence/dependency workflow.

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MIGRATION TIMELINE

Phase 1: Analysis & Planning Phase 3: Build Phase 4:

Migration _OptimizationPhase 5: Phase 2:

POC & Roadmap

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PHASE 3: CLOUD INFRASTRUCTURE

BUILD PHASE

Create Infrastructure Constructs in Public Cloud Platform

Define and implement network infrastructure and IP Ranges

Define and implement network layer security devices (Firewalls, VPN, Etc.) Provision authentication and backbone mechanisms (LDAP, AD, DNS, Etc.) Implement integration between cloud resources such as AD and the existing on-premise infrastructure.

Pre-Build all IaaS components which will be required prior to migration.

Ensure that failover / secondary regions are also configured and integrated as necessary

Provision all required Blob Storage and services Create/Deploy monitoring constructs

Enlist a 3rd_{party provider to conduct penetration testing}

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MIGRATION TIMELINE

Phase 1: Analysis & Planning Phase 4: Migration Phase 5: Optimization Phase 2: POC & Roadmap Phase 3: Build

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PHASE 4: MIGRATION PHASE

Migrate On-Premise Infrastructure to Public Cloud Platform

Collaborate with all applicable stakeholders to identify and inform regarding all planned and potential business impacting migration timelines. Get stakeholder “buy-in” for contingency and communication plans.

Incorporate stakeholder feedback to finalize / expand on the detailed technical migration plan, Includes maintenance windows and detailed rollback /

contingency plan(s).

Perform mock migration(s)

User acceptance testing of mock migration(s)

Initiate the final migration process starting with non-production systems Migration of production systems

User acceptance testing and validation of production systems Monitor for errors and established baseline anomalies

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MIGRATION TIMELINE

Phase 1: Analysis & Planning Phase 5: Optimization Phase 2: POC & Roadmap Phase 3: Build Phase 4: Migration

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PHASE 5: OPTIMIZATION PHASE

THE FINAL FRONTIER

Optimization Phase

Monitor and trend performance and usage patterns Optimize infrastructure and application for the cloud

Perform comparative analysis on operational and performance metrics of cloud infrastructure against known on-premise baselines.

Optimize service and server performance tiers

Identify IaaS and application architecture optimization opportunities

Investigate replatforming opportunities (PaaS / DBaaS / XaaS) for migrated applications

Identify dynamic costing optimizations

Investigate further consolidation opportunities

Identify automation opportunities leveraging the cloud fabric and platform services

Cloud IaaS Migration Roadmap