Cloud IaaS Migration Roadmap

A framework for migrating an existing on-

premise infrastructure to a public cloud provider

Richard Weiss

November 3rd 2015

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

• Blogger at Pythian.com

HOW DID WE GET HERE?

INFRASTRUCTURE EVOLUTION

© 2015 Pythian Confidential 3

The 1:1

Data Center Virtualization

emerges

Massive

virtualization

Public Cloud

connections

IaaS mass

adoption &

hybrid cloud

infrastructure

convergence

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.

75

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

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

BUSINESS TRANSFORMATION DRIVEN BY CLOUD

ADOPTION

PUBLIC CLOUD DETRACTORS

THE CRITICS CAN’T ALL BE WRONG…

A LOOK AT THE PUBLIC CLOUD SPACE

PATH TO CLOUD

MAKING THE MOVE

HYBRID OR THE FULL MONTY?

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Public Cloud Private Cloud

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

MIGRATION TIMELINE

Phase 1:

Analysis &

Planning

Phase 2:

POC &

Roadmap

Phase 3:

Build

Phase 4:

Migration

Phase 5:

Optimization

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.

Specialty appliances and services

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

Regional cloud targets and availability

MIGRATION TIMELINE

Phase 1:

Analysis &

Planning

Phase 2:

POC &

Roadmap

Phase 3:

Build

Phase 4:

Migration

Phase 5:

Optimization

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.

MIGRATION TIMELINE

Phase 1:

Analysis &

Planning

Phase 3:

Build

Phase 4:

Migration

Phase 5:

Optimization

Phase 2:

POC &

Roadmap

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

Ensure staff/vendors have appropriate cloud platform accounts/Access

A DOG AND A BABY

MIGRATION TIMELINE

Phase 1:

Analysis &

Planning

Phase 4:

Migration

Phase 5:

Optimization

Phase 2:

POC &

Roadmap

Phase 3:

Build

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

Finalize and disseminate infrastructure documentation to staff and vendors

MIGRATION TIMELINE

Phase 1:

Analysis &

Planning

Phase 5:

Optimization

Phase 2:

POC &

Roadmap

Phase 3:

Build

Phase 4:

Migration

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

BUT WAIT THERE’S MORE…

ADDITIONAL TIPS FOR SUCCESS

• Engage potential cloud providers early in the

process. Competition is robust and significant

financial incentives may be available based

on commitment levels.

• It sounds counterintuitive, but your current

data center provider may actually help with

migration tools and managed services.

• Obtain a trusted third party opinion.

• Don’t force a square peg in a round hole. Not

every application is a cloud candidate.

• Get your house in order before attempting a

migration.

ANY QUESTIONS?

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