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An Agile Approach to Accelerate Mass Migration | AWS Public Sector Summit 2016
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Transcript of An Agile Approach to Accelerate Mass Migration | AWS Public Sector Summit 2016
© 2016, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Rodney Grilli, Sr. IT Transformation Consultant, [email protected]
June 21, 2016
An Agile Approach toAccelerate Mass Migration
What we’ll cover today
Review of the AWS Cloud Adoption & Migration Frameworks Large migration planning & execution considerations Migration playbook Central migration portal Lessons learned
AWS Cloud Adoption & Migration Frameworks
Cloud adoption is more than just technology…
Why? Cloud Strategy
Business strategy
Enabler of the Business DevOps
What are others doing?
How?
Industry
Cost Control
Reporting Operational Effectiveness
Talent Optimization
IT as Utility
Application TransformationSecurity
Compliance and Governance
Measure Continuous Deployment
On Demand
Fail early & Iterate
When? Cloud Adoption Roadmap
Cloud adoption is a journey
It requires planning and an adoption roadmap.
Cloud adoption strategy should be aligned closely with
business goals and objectives.
It can be disruptive and will drive significant change.
Most start small, learn, iterate, and accelerate.
Value can be achieved quickly.
Elements of a successful journey
ExecutiveSponsorship
Cloud-First Strategy
Principles & Standards
Experiment
Cloud Center of Excellence
Organizational Change
Adoption Roadmap
Align on business requirements; bring all stakeholders with you.
Create your vision; incentivize team members to follow your lead.
Define architectures, patterns, governance; measure, monitor, iterate.
Publish guidance and guard rails for how to adopt cloud successfully.
Provide centralized expertise; guide decentralized innovations.
Define new operating models, policies, processes, economics; provide training.
Start small and iterate, measure, manage, and update plan.
AWS Cloud Adoption Framework (CAF)
The AWS Cloud Migration Process
• Portfolio discovery• Goals and Drivers• Prioritized backlog• Foundations (target
zone setup)• Setup Factory (Tools,
Teams, Process)
• Application optimization• Process optimization • Operational optimization• Cost optimization
Discover Analyze Plan
Design Migrate Integrate
Validate Operate
MigrationFactory
Initiate
Optimize
Prioritized Backlog (PLAN)
App 1
…
App n
Large migration planning and execution considerations
Data center lease ending Major capital depreciated Strategic decision to go all in AWS
Drivers
Business needs are a major factor in defining migration timelines: Short (< 3 months) Mid range (3 – 12 months) Longer term (1 – 3 years)
Timelines
Migrate dev first, then production Live migrate production, then backfill dev
Workload migration approaches
Hundreds to thousands of servers Aggressive migration timeline Large number of participants Combination of the above
What is a large migration?
Application migration challenges
Lack of accurate discovery tools and processes Lack of application contexts / information Inaccurate on premise costs Lack of detail and scope with respect to operating
model, governance, risk, compliance, security, software licensing, etc.
Increased cost
Longer time to value
Inaction
Challenges
Additional large migration challenges
Efficient coordination and communications across a large team made up of business, application, development, operations, and partner participants
Discovering, transforming, and deploying complex sets of workload components
Demand for automated management of AWS infrastructure and applications Insufficient WAN bandwidth to support ongoing operations + parallel server
and data migrations
Small to medium migration
Area Characteristic
Program & project management Can get by with PMs managing activities with Microsoft Project & spreadsheets
Can successfully leverage email and status calls to collect verbal updates, and report on status
Infrastructure provisioning & workload migration Can get by with manual AWS infrastructure provisioning and workload migration
Team size Small to medium IT team, possibly some business stakeholders
Team skills Combination of IT & business staff that manage and execute the migration; may use contractors/partners to assist
Level of project scope & visibility Smaller IT project or major business initiative in a smaller company
Large migration
Area Characteristic
Program & project management Requires automated workflow and tracking for technical and program-level visibility
Infrastructure provisioning & workload migration Requires automation of AWS infrastructure provisioning and workload migration
Team size 10s to 100s of staff performing coordinated/sequenced activities
Team skills Combination of IT & Business staff that have the context, and AWS and/or Partner staff that have the specific SME skills to drive down risk & optimize every aspect of the migration
Level of project scope & visibility Typically Tier 1 Business initiatives tied to strategic business goals/outcomes
The Migration Bubble
The Migration Bubble – Components
Planning and Assessment
Migration Tools Consulting Partners
Internal Training Duplicate Environments
Lease Penalties
The Migration BubbleC
ost
Time
Planning
Migration Bubble
Operation and Optimization
• Discovery and assessment• Duplicate environments• Staff training• Migration consulting• 3rd party tooling• Lease penalties
AWS Migration Playbook
Application Migration & Disposition Options
Application Interviews
App. Automated Discovery
App. Migration Options
App. Analysis
Application Discovery Migration & Disposition Options
Retain
Retire
Rehost
Repurchase
Replatform
Refactor
This is the “do nothing” option. Legacy costs remain and obsolescence costs typically increase over time
Decommission and archive data as necessary
“Lift and Shift” or “Forklifting.” Automated and scripted migrations are highly effective
Either a replacement through procurement, or/and upgrade
Opportunities to address significant infrastructure upgrades can be realized which positively affects compliance, regulatory and obsolescence drivers
Re-architecting and recoding require investment in new capabilities. Potentially significant business disruption
DescriptionComplexity
Low
Low
Med
Med
High
High
Application Owner Meeting
Connectivity RequirementsData Migration RequirementsIdentify Application Artifacts
Document Success Criteria
Identify Testing Process
Resolve Dependency ConflictsApplication Dependencies
Review Existing BlueprintsVerify VPC Connectivity
Complete Artifact Checklist
Firewall RequestsFirewall Port Determination
Intra-port Requirements
Week 1 Week 2
Initial Architecture Design
Application Installation
VPC Port Exception
Allocate Credentials
Verify Subnet Connectivity
Deploy AMI’s
App Owner ReviewApp Architecture Review
VPC Architecture Design
Identify Enhancement Opportunities
Test Connectivity
Migrate Data
End to End TestingOwner Sign-off
Update Final Design Document
Baseline Performance
Map out application migration activities
Discover Design Build
Key
Develop an Agile Phased Migration Plan
Phase 1AWSGOVDEV1
AWSGovDev2
AWSIntranet1
AWSInventory1
AWSKEYSTONE2
AWSrectrac1
AWSWEB10
Phase 2AWSEMS3
AWSFireDEV2
AWSFirehouse2
AWSOneRoof2
AWSPAGEGATE2
Phase 3AWSAWATCH1
AWSFBO1
AWSSQL12
AWSSQLDW1
AWSSQLFBO1
AWSTicketMGR3
AWSTicketMGR4
AWSTKTMGRWEB1
Phase 4AWS3MSelfCHK1
AWSAPPSQL1
AWSAPPSQLDEV1
AWSILS3
AWSPAC3
AWSPRIVATESP1
AWSSPPRODAPP1
AWSSPPRODAPP2
Phase 4 – Cont. AWSSPPRODAPP3
AWSSPPRODSQL1
AWSSPPRODSQL2
AWSSPPRODWFE1
AWSSPPRODWFE2
AWSSQLDEV2
AWSTime3
AWSTimeDEV3
Each Phase – Multi Week Sprint + 2-Days for Lessons Learned
Workload Migration Playbook phases
Varies by customer but typically ~9 phases and ~40 high-level activities
Workload Migration Playbook variations
Application (infrastructure) migration option choices
Application disposition option choices
A number of factors drive the specific activities required for each individual workload migration
Service Description Application Discovery Service
• Discover on-premises application inventory and dependencies.• Simplify your application migration planning process.• https://aws.amazon.com/application-discovery/
VM Import/Export
• Import virtual machine images from your existing environment to Amazon EC2 instances and export them back to your on-premises environment.
• https://aws.amazon.com/ec2/vm-import/
Management Portal for vCenter
• Migrate VMware VMs to Amazon EC2 and manage AWS resources from within vCenter.
• http://aws.amazon.com/ec2/vcenter-portal/
Database Migration Service
• Migrate your databases to AWS with zero downtime.• Supports migrations between similar and different database platforms.• https://aws.amazon.com/dms/
Import/Export Snowball
• Efficiently and securely transfer large amounts of data from on-premises data centers to AWS.
AWS migration support tools
Migration Technologies Description & Partners
Discovery & PlanningDiscover IT assets across your application portfolio, identify dependencies and requirements, and build your comprehensive migration plan with this technology suite.
Workload MobilityExecute migrations to AWS by capturing your host server, configuration, storage, and network states, then provision and configure your AWS target resources.
Application ProfilingGain valuable insights into your applications by capturing and analyzing performance data, usage, and monitoring dependencies before and after migration.
Partner discovery & automated migration tools
https://aws.amazon.com/migration/partner-solutions/
Central Migration Portal
Central knowledge management
Collaborate & document decisions Multimedia training
Automated Workload Migration Playbook
Automated workflow, customized to meet customer’s desired migration
approach
Migration Playbook templates, customized by workload
Real-time workload migration dashboard
FinanceTime ManagementFin VerticalHR
Knowledge Management
QBR 721
Payroll
Audit
Tax Tracking
Sales Deals
Travel Tool
Customer Portal
Golden
Marketing
Inspector
Operations
APAC Vertical
Compliance
Enables: Portfolio-level
transparency of migration progress
Drill down to individual workload task details
Team management and modeling
Define teams and identify realistic working hours for individual resources
Real-time program dashboard
Enables: Portfolio-level
transparency across tracks
Detail-level drill down through Epic, Story, and task-level activities
Report on work across roadmap tracks
Manage releases with Kanban
Central asset management
An online asset inventory integrated with Automated Migration Playbook enables: Bulk updates of data captured
during discovery Tracking of asset status
throughout the migration Aggregate reporting
Central Help Desk
An online help desk integrated with Automated Migration Playbook enables: Tracking of end user issues to
specific migration activities throughout the migration
Improved feedback loops Assistance with detection and quicker
resolution of issues
Lessons learned
Lessons learned
Up-front planning Comprehensive discovery of workload components and
dependencies Transparency via Central Migration Portal Proper project management Automated Migration Playbook
Key takeaways
Migration as part of larger IT transformation framework Migration automation, focus on business processes not
servers Leveraging AWS ecosystem – APN Consulting and
Technology Partners, AWS Professional Services to reduce risk and optimize activities and business outcomes
Resources• AWS Cloud Adoption Framework
• https://aws.amazon.com/professional-services/CAF/• AWS Professional Services
• https://aws.amazon.com/professional-services/• AWS Migration Partner Solutions
• https://aws.amazon.com/migration/partner-solutions/• AWS Training
• Migrating to AWS - 2 Day Instructor Lead Course• https://aws.amazon.com/contact-us/aws-training/
• AWS Whitepapers• A Practical Guide to Cloud Migration
• https://d0.awsstatic.com/whitepapers/the-path-to-the-cloud-dec2015.pdf• Migrating Your Existing Applications to the AWS Cloud
• http://media.amazonwebservices.com/CloudMigration-main.pdf